IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,083,380 shares; 2024Q4: 1,055,637 shares; 2025Q1: 1,080,429 shares; 2025Q2: 1,124,018 shares; 2025Q3: 1,124,371 shares; 2025Q4: 1,109,966 shares; 2026Q1: 1,155,500 shares; 2026Q2: 1,208,439 shares 1,208,439 $905M 5.4% +52,939 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: 7,167,659 shares; 2024Q4: 7,171,577 shares; 2025Q1: 7,252,805 shares; 2025Q2: 9,107,538 shares; 2025Q3: 9,444,439 shares; 2025Q4: 9,971,281 shares; 2026Q1: 10,146,012 shares; 2026Q2: 8,637,959 shares 8,637,959 $666M 3.98% -1,508,053 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: 5,440,491 shares; 2024Q4: 7,774,228 shares; 2025Q1: 8,120,181 shares; 2025Q2: 7,644,326 shares; 2025Q3: 7,888,993 shares; 2025Q4: 8,032,715 shares; 2026Q1: 8,136,420 shares; 2026Q2: 9,030,217 shares 9,030,217 $643M 3.84% +893,797 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,508,022 shares; 2024Q4: 3,533,595 shares; 2025Q1: 3,598,663 shares; 2025Q2: 3,798,876 shares; 2025Q3: 3,831,895 shares; 2025Q4: 4,010,129 shares; 2026Q1: 4,011,360 shares; 2026Q2: 4,081,060 shares 4,081,060 $605M 3.61% +69,700 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,805,425 shares; 2024Q4: 11,190,824 shares; 2025Q1: 11,358,132 shares; 2025Q2: 9,708,841 shares; 2025Q3: 9,105,382 shares; 2025Q4: 9,160,980 shares; 2026Q1: 9,245,351 shares; 2026Q2: 9,930,317 shares 9,930,317 $524M 3.13% +684,966 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,612,385 shares; 2024Q4: 1,614,137 shares; 2025Q1: 1,621,959 shares; 2025Q2: 1,622,067 shares; 2025Q3: 1,605,256 shares; 2025Q4: 1,597,271 shares; 2026Q1: 1,633,436 shares; 2026Q2: 1,635,359 shares 1,635,359 $473M 2.82% +1,923 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: 2,414,473 shares; 2024Q4: 2,400,996 shares; 2025Q1: 2,394,836 shares; 2025Q2: 2,395,142 shares; 2025Q3: 2,472,420 shares; 2025Q4: 2,458,062 shares; 2026Q1: 2,364,349 shares; 2026Q2: 2,326,946 shares 2,326,946 $466M 2.78% -37,403 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: 1,176,797 shares; 2024Q4: 1,164,982 shares; 2025Q1: 1,219,962 shares; 2025Q2: 1,213,761 shares; 2025Q3: 1,213,062 shares; 2025Q4: 1,202,866 shares; 2026Q1: 1,169,802 shares; 2026Q2: 1,151,580 shares 1,151,580 $430M 2.56% -18,222 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,933,498 shares; 2024Q4: 2,961,286 shares; 2025Q1: 3,119,775 shares; 2025Q2: 3,270,427 shares; 2025Q3: 3,354,099 shares; 2025Q4: 3,386,992 shares; 2026Q1: 5,772,617 shares; 2026Q2: 6,156,984 shares 6,156,984 $368M 2.19% +384,367 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,871,648 shares; 2024Q4: 2,820,325 shares; 2025Q1: 2,778,850 shares; 2025Q2: 2,786,865 shares; 2025Q3: 2,750,825 shares; 2025Q4: 2,705,320 shares; 2026Q1: 2,694,953 shares; 2026Q2: 2,617,108 shares 2,617,108 $360M 2.15% -77,845 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,170,836 shares; 2024Q4: 1,158,011 shares; 2025Q1: 1,181,343 shares; 2025Q2: 1,168,149 shares; 2025Q3: 1,155,383 shares; 2025Q4: 1,142,428 shares; 2026Q1: 1,065,620 shares; 2026Q2: 1,050,870 shares 1,050,870 $344M 2.05% -14,750 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: 368,432 shares; 2024Q4: 374,892 shares; 2025Q1: 356,714 shares; 2025Q2: 347,872 shares; 2025Q3: 343,586 shares; 2025Q4: 339,357 shares; 2026Q1: 295,365 shares; 2026Q2: 272,730 shares 272,730 $327M 1.95% -22,635 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: 855,348 shares; 2024Q4: 863,381 shares; 2025Q1: 865,592 shares; 2025Q2: 862,895 shares; 2025Q3: 862,885 shares; 2025Q4: 863,855 shares; 2026Q1: 865,112 shares; 2026Q2: 849,490 shares 849,490 $304M 1.81% -15,622 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 725,426 shares; 2024Q4: 724,827 shares; 2025Q1: 723,600 shares; 2025Q2: 725,470 shares; 2025Q3: 725,140 shares; 2025Q4: 724,468 shares; 2026Q1: 722,531 shares; 2026Q2: 719,413 shares 719,413 $289M 1.73% -3,118 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: 140,762 shares; 2024Q4: 139,907 shares; 2025Q1: 143,566 shares; 2025Q2: 846,877 shares; 2025Q3: 900,601 shares; 2025Q4: 945,481 shares; 2026Q1: 1,055,840 shares; 2026Q2: 3,271,741 shares 3,271,741 $264M 1.57% +2,215,901 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,318,008 shares; 2024Q4: 2,321,318 shares; 2025Q1: 2,264,118 shares; 2025Q2: 2,268,668 shares; 2025Q3: 2,243,069 shares; 2025Q4: 2,192,107 shares; 2026Q1: 2,161,904 shares; 2026Q2: 2,138,068 shares 2,138,068 $242M 1.45% -23,836 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,860,722 shares; 2024Q4: 1,844,214 shares; 2025Q1: 1,837,878 shares; 2025Q2: 1,821,322 shares; 2025Q3: 1,806,157 shares; 2025Q4: 1,795,609 shares; 2026Q1: 1,738,245 shares; 2026Q2: 1,724,016 shares 1,724,016 $236M 1.41% -14,229 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,459,839 shares; 2024Q4: 2,476,882 shares; 2025Q1: 2,433,111 shares; 2025Q2: 2,150,578 shares; 2025Q3: 2,098,244 shares; 2025Q4: 2,093,177 shares; 2026Q1: 2,076,718 shares; 2026Q2: 2,178,289 shares 2,178,289 $226M 1.35% +101,571 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: 490,089 shares; 2024Q4: 484,620 shares; 2025Q1: 471,442 shares; 2025Q2: 467,049 shares; 2025Q3: 455,138 shares; 2025Q4: 448,988 shares; 2026Q1: 443,490 shares; 2026Q2: 1,798,498 shares 1,798,498 $223M 1.33% +1,355,008 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: 347,708 shares; 2024Q4: 349,672 shares; 2025Q1: 353,059 shares; 2025Q2: 385,606 shares; 2025Q3: 381,283 shares; 2025Q4: 382,636 shares; 2026Q1: 328,683 shares; 2026Q2: 324,303 shares 324,303 $223M 1.33% -4,380 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: 852,981 shares; 2024Q4: 847,700 shares; 2025Q1: 874,431 shares; 2025Q2: 875,139 shares; 2025Q3: 875,922 shares; 2025Q4: 877,227 shares; 2026Q1: 915,570 shares; 2026Q2: 904,432 shares 904,432 $216M 1.29% -11,138 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: 637,432 shares; 2024Q4: 666,150 shares; 2025Q1: 662,085 shares; 2025Q2: 661,566 shares; 2025Q3: 900,494 shares; 2025Q4: 902,678 shares; 2026Q1: 837,398 shares; 2026Q2: 827,864 shares 827,864 $210M 1.26% -9,534 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: 70,318 shares; 2024Q4: 69,776 shares; 2025Q1: 70,194 shares; 2025Q2: 349,663 shares; 2025Q3: 453,934 shares; 2025Q4: 488,475 shares; 2026Q1: 507,595 shares; 2026Q2: 490,685 shares 490,685 $185M 1.11% -16,910 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: 412,529 shares; 2024Q4: 441,134 shares; 2025Q1: 584,385 shares; 2025Q2: 662,841 shares; 2025Q3: 707,166 shares; 2025Q4: 712,514 shares; 2026Q1: 739,038 shares; 2026Q2: 678,425 shares 678,425 $171M 1.02% -60,613 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,417,826 shares; 2024Q4: 1,432,820 shares; 2025Q1: 1,335,091 shares; 2025Q2: 1,308,003 shares; 2025Q3: 1,283,487 shares; 2025Q4: 1,277,678 shares; 2026Q1: 1,317,370 shares; 2026Q2: 1,304,390 shares 1,304,390 $168M 1% -12,980 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: 793,651 shares; 2024Q4: 793,651 shares; 2025Q1: 793,651 shares; 2025Q2: 793,651 shares; 2025Q3: 793,651 shares; 2025Q4: 790,893 shares; 2026Q1: 792,275 shares; 2026Q2: 792,301 shares 792,301 $164M 0.98% +26 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: 993,098 shares; 2024Q4: 982,938 shares; 2025Q1: 983,982 shares; 2025Q2: 982,186 shares; 2025Q3: 979,221 shares; 2025Q4: 971,468 shares; 2026Q1: 955,066 shares; 2026Q2: 941,167 shares 941,167 $143M 0.85% -13,899 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,624,427 shares; 2024Q4: 1,615,249 shares; 2025Q1: 1,618,831 shares; 2025Q2: 1,597,698 shares; 2025Q3: 1,580,090 shares; 2025Q4: 1,560,304 shares; 2026Q1: 1,522,904 shares; 2026Q2: 1,497,633 shares 1,497,633 $131M 0.78% -25,271 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 933,750 shares; 2024Q4: 854,155 shares; 2025Q1: 804,065 shares; 2025Q2: 801,594 shares; 2025Q3: 777,047 shares; 2025Q4: 758,667 shares; 2026Q1: 741,910 shares; 2026Q2: 710,501 shares 710,501 $127M 0.76% -31,409 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: 834,494 shares; 2024Q4: 821,361 shares; 2025Q1: 814,562 shares; 2025Q2: 823,382 shares; 2025Q3: 814,996 shares; 2025Q4: 793,863 shares; 2026Q1: 778,563 shares; 2026Q2: 765,285 shares 765,285 $127M 0.76% -13,278 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: 354,245 shares; 2024Q4: 362,060 shares; 2025Q1: 306,964 shares; 2025Q2: 316,007 shares; 2025Q3: 309,447 shares; 2025Q4: 330,541 shares; 2026Q1: 320,890 shares; 2026Q2: 314,243 shares 314,243 $116M 0.69% -6,647 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: 6,823 shares; 2024Q4: 110,902 shares; 2025Q1: 118,311 shares; 2025Q2: 123,433 shares; 2025Q3: 97,320 shares; 2025Q4: 98,727 shares; 2026Q1: 97,041 shares; 2026Q2: 96,847 shares 96,847 $114M 0.68% -194 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: 1,029,624 shares; 2024Q4: 1,070,523 shares; 2025Q1: 1,075,491 shares; 2025Q2: 1,036,601 shares; 2025Q3: 1,069,670 shares; 2025Q4: 1,050,877 shares; 2026Q1: 952,567 shares; 2026Q2: 1,092,229 shares 1,092,229 $105M 0.63% +139,662 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: 530,755 shares; 2024Q4: 519,727 shares; 2025Q1: 508,494 shares; 2025Q2: 500,234 shares; 2025Q3: 493,194 shares; 2025Q4: 481,843 shares; 2026Q1: 469,501 shares; 2026Q2: 456,524 shares 456,524 $102M 0.61% -12,977 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: 298,977 shares; 2024Q4: 295,063 shares; 2025Q1: 288,809 shares; 2025Q2: 285,924 shares; 2025Q3: 277,109 shares; 2025Q4: 271,424 shares; 2026Q1: 332,250 shares; 2026Q2: 338,365 shares 338,365 $101M 0.6% +6,115 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: 303,143 shares; 2024Q4: 300,354 shares; 2025Q1: 301,266 shares; 2025Q2: 301,638 shares; 2025Q3: 301,733 shares; 2025Q4: 320,940 shares; 2026Q1: 322,114 shares; 2026Q2: 306,159 shares 306,159 $96.4M 0.58% -15,955 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: 67,825 shares; 2024Q4: 66,657 shares; 2025Q1: 87,969 shares; 2025Q2: 84,374 shares; 2025Q3: 87,397 shares; 2025Q4: 82,135 shares; 2026Q1: 70,800 shares; 2026Q2: 162,320 shares 162,320 $94.3M 0.56% +91,520 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,489,386 shares; 2024Q4: 1,486,786 shares; 2025Q1: 1,489,404 shares; 2025Q2: 1,476,084 shares; 2025Q3: 1,439,689 shares; 2025Q4: 1,452,745 shares; 2026Q1: 1,427,520 shares; 2026Q2: 1,376,167 shares 1,376,167 $94.1M 0.56% -51,353 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: 300,512 shares; 2024Q4: 292,651 shares; 2025Q1: 286,764 shares; 2025Q2: 277,041 shares; 2025Q3: 278,486 shares; 2025Q4: 272,480 shares; 2026Q1: 259,556 shares; 2026Q2: 264,555 shares 264,555 $93.5M 0.56% +4,999 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: 797,992 shares; 2024Q4: 857,932 shares; 2025Q1: 891,487 shares; 2025Q2: 932,137 shares; 2025Q3: 932,877 shares; 2025Q4: 987,507 shares; 2026Q1: 1,028,156 shares; 2026Q2: 1,107,623 shares 1,107,623 $91.8M 0.55% +79,467 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 113,426 shares; 2025Q1: 120,208 shares; 2025Q2: 127,171 shares; 2025Q3: 131,982 shares; 2025Q4: 135,672 shares; 2026Q1: 121,815 shares; 2026Q2: 122,922 shares 122,922 $88.5M 0.53% +1,107 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,301,792 shares; 2024Q4: 1,246,905 shares; 2025Q1: 1,182,168 shares; 2025Q2: 1,207,885 shares; 2025Q3: 1,169,276 shares; 2025Q4: 1,135,457 shares; 2026Q1: 1,088,902 shares; 2026Q2: 1,078,611 shares 1,078,611 $87.7M 0.52% -10,291 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: 71,012 shares; 2024Q4: 76,137 shares; 2025Q1: 78,124 shares; 2025Q2: 79,575 shares; 2025Q3: 81,244 shares; 2025Q4: 82,307 shares; 2026Q1: 82,191 shares; 2026Q2: 83,319 shares 83,319 $84.3M 0.5% +1,128 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: 280,994 shares; 2024Q4: 282,167 shares; 2025Q1: 278,269 shares; 2025Q2: 283,440 shares; 2025Q3: 276,142 shares; 2025Q4: 282,563 shares; 2026Q1: 283,456 shares; 2026Q2: 279,006 shares 279,006 $83.8M 0.5% -4,450 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 852,409 shares; 2024Q4: 973,935 shares; 2025Q1: 1,012,871 shares; 2025Q2: 1,025,621 shares; 2025Q3: 1,034,099 shares; 2025Q4: 1,042,732 shares; 2026Q1: 1,032,974 shares; 2026Q2: 1,034,471 shares 1,034,471 $83.1M 0.5% +1,497 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: 98,342 shares; 2024Q4: 96,427 shares; 2025Q1: 97,660 shares; 2025Q2: 94,229 shares; 2025Q3: 92,931 shares; 2025Q4: 91,683 shares; 2026Q1: 89,193 shares; 2026Q2: 88,795 shares 88,795 $83.1M 0.5% -398 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343,996 shares; 2024Q4: 340,720 shares; 2025Q1: 342,467 shares; 2025Q2: 346,814 shares; 2025Q3: 346,500 shares; 2025Q4: 342,959 shares; 2026Q1: 339,890 shares; 2026Q2: 332,537 shares 332,537 $79.2M 0.47% -7,353 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: 353,260 shares; 2024Q4: 353,005 shares; 2025Q1: 371,607 shares; 2025Q2: 372,714 shares; 2025Q3: 379,738 shares; 2025Q4: 377,837 shares; 2026Q1: 382,303 shares; 2026Q2: 290,102 shares 290,102 $78.4M 0.47% -92,201 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: 217,640 shares; 2024Q4: 213,010 shares; 2025Q1: 197,217 shares; 2025Q2: 194,090 shares; 2025Q3: 185,992 shares; 2025Q4: 184,039 shares; 2026Q1: 399,761 shares; 2026Q2: 409,643 shares 409,643 $77.7M 0.46% +9,882 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: 402,668 shares; 2024Q4: 398,359 shares; 2025Q1: 389,284 shares; 2025Q2: 361,047 shares; 2025Q3: 356,875 shares; 2025Q4: 348,547 shares; 2026Q1: 340,672 shares; 2026Q2: 332,381 shares 332,381 $76.3M 0.46% -8,291 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: 1,141,730 shares; 2024Q4: 1,144,922 shares; 2025Q1: 1,135,989 shares; 2025Q2: 1,055,957 shares; 2025Q3: 1,013,161 shares; 2025Q4: 938,780 shares; 2026Q1: 933,709 shares; 2026Q2: 1,002,144 shares 1,002,144 $76.3M 0.46% +68,435 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: 169,037 shares; 2024Q4: 178,744 shares; 2025Q1: 189,691 shares; 2025Q2: 186,331 shares; 2025Q3: 183,502 shares; 2025Q4: 185,047 shares; 2026Q1: 184,958 shares; 2026Q2: 133,455 shares 133,455 $75.2M 0.45% -51,503 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: 97,838 shares; 2024Q4: 99,856 shares; 2025Q1: 99,282 shares; 2025Q2: 105,309 shares; 2025Q3: 98,143 shares; 2025Q4: 112,610 shares; 2026Q1: 103,356 shares; 2026Q2: 99,076 shares 99,076 $74M 0.44% -4,280 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: not reported; 2025Q1: 84,978 shares; 2025Q2: 82,985 shares; 2025Q3: 81,330 shares; 2025Q4: 79,864 shares; 2026Q1: 78,843 shares; 2026Q2: 74,698 shares 74,698 $71.8M 0.43% -4,145 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: 575,117 shares; 2024Q4: 556,671 shares; 2025Q1: 805,488 shares; 2025Q2: 847,320 shares; 2025Q3: 849,389 shares; 2025Q4: 840,029 shares; 2026Q1: 853,930 shares; 2026Q2: 845,723 shares 845,723 $71.6M 0.43% -8,207 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: 87,236 shares; 2024Q4: 82,034 shares; 2025Q1: 79,805 shares; 2025Q2: 78,540 shares; 2025Q3: 76,565 shares; 2025Q4: 67,334 shares; 2026Q1: 67,529 shares; 2026Q2: 66,531 shares 66,531 $70.8M 0.42% -998 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: 272,718 shares; 2024Q4: 267,025 shares; 2025Q1: 258,544 shares; 2025Q2: 251,572 shares; 2025Q3: 247,014 shares; 2025Q4: 217,794 shares; 2026Q1: 203,274 shares; 2026Q2: 199,152 shares 199,152 $70.2M 0.42% -4,122 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: 20,980 shares; 2024Q4: 21,210 shares; 2025Q1: 21,033 shares; 2025Q2: 20,636 shares; 2025Q3: 20,801 shares; 2025Q4: 20,928 shares; 2026Q1: 196,183 shares; 2026Q2: 328,070 shares 328,070 $68.6M 0.41% +131,887 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,357 shares; 2024Q4: 139,669 shares; 2025Q1: 137,190 shares; 2025Q2: 134,574 shares; 2025Q3: 131,449 shares; 2025Q4: 129,936 shares; 2026Q1: 126,817 shares; 2026Q2: 124,673 shares 124,673 $65.2M 0.39% -2,144 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: 130,174 shares; 2024Q4: 130,895 shares; 2025Q1: 132,520 shares; 2025Q2: 133,216 shares; 2025Q3: 134,538 shares; 2025Q4: 134,105 shares; 2026Q1: 127,555 shares; 2026Q2: 125,847 shares 125,847 $64.6M 0.39% -1,708 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: 413,872 shares; 2024Q4: 416,063 shares; 2025Q1: 419,457 shares; 2025Q2: 371,018 shares; 2025Q3: 387,830 shares; 2025Q4: 390,578 shares; 2026Q1: 388,871 shares; 2026Q2: 383,656 shares 383,656 $64.4M 0.38% -5,215 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,466 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 502,184 shares; 2025Q4: 522,725 shares; 2026Q1: 542,377 shares; 2026Q2: 543,849 shares 543,849 $62.6M 0.37% +1,472 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: 206,285 shares; 2024Q4: 230,329 shares; 2025Q1: 233,381 shares; 2025Q2: 238,941 shares; 2025Q3: 228,424 shares; 2025Q4: 234,089 shares; 2026Q1: 239,759 shares; 2026Q2: 262,544 shares 262,544 $59.6M 0.36% +22,785 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: 114,907 shares; 2024Q4: 107,188 shares; 2025Q1: 109,050 shares; 2025Q2: 303,393 shares; 2025Q3: 334,020 shares; 2025Q4: 558,262 shares; 2026Q1: 607,303 shares; 2026Q2: 607,421 shares 607,421 $58.5M 0.35% +118 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: 1,625,479 shares; 2024Q4: 1,705,755 shares; 2025Q1: 1,740,772 shares; 2025Q2: 1,786,615 shares; 2025Q3: 1,818,469 shares; 2025Q4: 1,206,148 shares; 2026Q1: 1,042,770 shares; 2026Q2: 1,035,696 shares 1,035,696 $58.4M 0.35% -7,074 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: 247,367 shares; 2024Q4: 243,869 shares; 2025Q1: 243,948 shares; 2025Q2: 246,960 shares; 2025Q3: 245,841 shares; 2025Q4: 240,364 shares; 2026Q1: 237,910 shares; 2026Q2: 236,598 shares 236,598 $58.3M 0.35% -1,312 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: 134,883 shares; 2024Q4: 126,016 shares; 2025Q1: 129,323 shares; 2025Q2: 150,490 shares; 2025Q3: 152,271 shares; 2025Q4: 168,052 shares; 2026Q1: 174,447 shares; 2026Q2: 189,238 shares 189,238 $57.4M 0.34% +14,791 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: 383,232 shares; 2024Q4: 377,091 shares; 2025Q1: 377,707 shares; 2025Q2: 325,662 shares; 2025Q3: 341,306 shares; 2025Q4: 897,020 shares; 2026Q1: 990,060 shares; 2026Q2: 975,308 shares 975,308 $55.6M 0.33% -14,752 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,239,993 shares; 2024Q4: 1,232,071 shares; 2025Q1: 1,224,615 shares; 2025Q2: 1,210,898 shares; 2025Q3: 1,207,114 shares; 2025Q4: 1,190,049 shares; 2026Q1: 1,168,122 shares; 2026Q2: 1,140,677 shares 1,140,677 $53.2M 0.32% -27,445 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: 442,886 shares; 2024Q4: 442,234 shares; 2025Q1: 438,829 shares; 2025Q2: 467,602 shares; 2025Q3: 482,834 shares; 2025Q4: 464,139 shares; 2026Q1: 462,176 shares; 2026Q2: 447,104 shares 447,104 $52.5M 0.31% -15,072 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: 227,904 shares; 2024Q4: 232,495 shares; 2025Q1: 238,824 shares; 2025Q2: 247,880 shares; 2025Q3: 252,110 shares; 2025Q4: 253,053 shares; 2026Q1: 249,088 shares; 2026Q2: 245,329 shares 245,329 $52.2M 0.31% -3,759 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: 57,208 shares; 2024Q4: 59,553 shares; 2025Q1: 60,548 shares; 2025Q2: 65,085 shares; 2025Q3: 66,573 shares; 2025Q4: 67,050 shares; 2026Q1: 71,662 shares; 2026Q2: 70,615 shares 70,615 $52M 0.31% -1,047 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 741,299 shares; 2024Q4: 878,965 shares; 2025Q1: 881,313 shares; 2025Q2: 896,113 shares; 2025Q3: 908,616 shares; 2025Q4: 973,755 shares; 2026Q1: 1,037,651 shares; 2026Q2: 1,119,089 shares 1,119,089 $51.6M 0.31% +81,438 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254,580 shares; 2024Q4: 251,909 shares; 2025Q1: 248,620 shares; 2025Q2: 247,677 shares; 2025Q3: 246,730 shares; 2025Q4: 248,334 shares; 2026Q1: 252,684 shares; 2026Q2: 244,340 shares 244,340 $50.3M 0.3% -8,344 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 575,867 shares; 2024Q4: 557,528 shares; 2025Q1: 548,732 shares; 2025Q2: 542,183 shares; 2025Q3: 535,579 shares; 2025Q4: 517,504 shares; 2026Q1: 495,338 shares; 2026Q2: 478,063 shares 478,063 $49.7M 0.3% -17,275 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: 181,595 shares; 2024Q4: 180,231 shares; 2025Q1: 158,397 shares; 2025Q2: 154,827 shares; 2025Q3: 150,947 shares; 2025Q4: 149,040 shares; 2026Q1: 145,143 shares; 2026Q2: 140,223 shares 140,223 $49.7M 0.3% -4,920 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,121,214 shares; 2024Q4: 2,010,986 shares; 2025Q1: 2,052,544 shares; 2025Q2: 2,035,420 shares; 2025Q3: 1,848,038 shares; 2025Q4: 1,806,397 shares; 2026Q1: 1,626,082 shares; 2026Q2: 1,606,432 shares 1,606,432 $48.5M 0.29% -19,650 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: 16,168 shares; 2024Q4: 15,225 shares; 2025Q1: 14,227 shares; 2025Q2: 65,317 shares; 2025Q3: 67,576 shares; 2025Q4: 67,157 shares; 2026Q1: 94,368 shares; 2026Q2: 93,340 shares 93,340 $48.4M 0.29% -1,028 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: 222,860 shares; 2024Q4: 219,291 shares; 2025Q1: 213,984 shares; 2025Q2: 212,843 shares; 2025Q3: 228,101 shares; 2025Q4: 228,451 shares; 2026Q1: 119,597 shares; 2026Q2: 108,671 shares 108,671 $46.3M 0.28% -10,926 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: 141,886 shares; 2024Q4: 141,937 shares; 2025Q1: 140,406 shares; 2025Q2: 162,482 shares; 2025Q3: 164,678 shares; 2025Q4: 810,211 shares; 2026Q1: 935,684 shares; 2026Q2: 973,582 shares 973,582 $46.3M 0.28% +37,898 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: 1,495,730 shares; 2024Q4: 1,498,918 shares; 2025Q1: 1,472,697 shares; 2025Q2: 494,648 shares; 2025Q3: 412,175 shares; 2025Q4: 382,599 shares; 2026Q1: 367,261 shares; 2026Q2: 336,656 shares 336,656 $46M 0.27% -30,605 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: 230,009 shares; 2024Q4: 205,693 shares; 2025Q1: 190,764 shares; 2025Q2: 165,737 shares; 2025Q3: 34,753 shares; 2025Q4: 24,116 shares; 2026Q1: 19,769 shares; 2026Q2: 110,527 shares 110,527 $45.9M 0.27% +90,758 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: not reported; 2024Q4: not reported; 2025Q1: 3,344 shares; 2025Q2: 4,444 shares; 2025Q3: 4,749 shares; 2025Q4: 1,497 shares; 2026Q1: 1,575 shares; 2026Q2: 39,445 shares 39,445 $45.5M 0.27% +37,870 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: 417,256 shares; 2024Q4: 404,557 shares; 2025Q1: 420,549 shares; 2025Q2: 426,015 shares; 2025Q3: 465,976 shares; 2025Q4: 448,342 shares; 2026Q1: 931,475 shares; 2026Q2: 977,784 shares 977,784 $45.5M 0.27% +46,309 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,142 shares; 2024Q4: 163,573 shares; 2025Q1: 162,542 shares; 2025Q2: 162,025 shares; 2025Q3: 157,323 shares; 2025Q4: 156,142 shares; 2026Q1: 155,533 shares; 2026Q2: 153,899 shares 153,899 $45.4M 0.27% -1,634 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: 172,050 shares; 2024Q4: 157,706 shares; 2025Q1: 143,379 shares; 2025Q2: 143,375 shares; 2025Q3: 141,205 shares; 2025Q4: 136,338 shares; 2026Q1: 133,703 shares; 2026Q2: 131,473 shares 131,473 $45.1M 0.27% -2,230 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: 41,648 shares; 2024Q4: 172,923 shares; 2025Q1: 190,761 shares; 2025Q2: 196,701 shares; 2025Q3: 200,413 shares; 2025Q4: 200,761 shares; 2026Q1: 192,187 shares; 2026Q2: 188,575 shares 188,575 $44.9M 0.27% -3,612 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315,056 shares; 2024Q4: 268,551 shares; 2025Q1: 420,271 shares; 2025Q2: 512,239 shares; 2025Q3: 501,893 shares; 2025Q4: 467,162 shares; 2026Q1: 480,208 shares; 2026Q2: 476,233 shares 476,233 $43.4M 0.26% -3,975 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 637,994 shares; 2024Q4: 627,819 shares; 2025Q1: 616,991 shares; 2025Q2: 603,444 shares; 2025Q3: 593,411 shares; 2025Q4: 588,456 shares; 2026Q1: 581,906 shares; 2026Q2: 566,582 shares 566,582 $43.2M 0.26% -15,324 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: 133,648 shares; 2024Q4: 130,971 shares; 2025Q1: 129,977 shares; 2025Q2: 130,573 shares; 2025Q3: 129,800 shares; 2025Q4: 126,792 shares; 2026Q1: 125,573 shares; 2026Q2: 126,179 shares 126,179 $42.7M 0.25% +606 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: 197,725 shares; 2024Q4: 195,958 shares; 2025Q1: 190,353 shares; 2025Q2: 185,405 shares; 2025Q3: 181,048 shares; 2025Q4: 178,771 shares; 2026Q1: 176,389 shares; 2026Q2: 171,512 shares 171,512 $41.6M 0.25% -4,877 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: 28,308 shares; 2024Q4: 25,934 shares; 2025Q1: 25,328 shares; 2025Q2: 29,221 shares; 2025Q3: 25,911 shares; 2025Q4: 25,049 shares; 2026Q1: 182,011 shares; 2026Q2: 189,264 shares 189,264 $41M 0.24% +7,253 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: 250,015 shares; 2024Q4: 254,799 shares; 2025Q1: 262,605 shares; 2025Q2: 269,850 shares; 2025Q3: 279,220 shares; 2025Q4: 286,365 shares; 2026Q1: 287,278 shares; 2026Q2: 291,290 shares 291,290 $39.9M 0.24% +4,012 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: 133,542 shares; 2024Q4: 133,405 shares; 2025Q1: 132,502 shares; 2025Q2: 130,283 shares; 2025Q3: 127,956 shares; 2025Q4: 126,770 shares; 2026Q1: 124,832 shares; 2026Q2: 126,314 shares 126,314 $39.7M 0.24% +1,482 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 177,418 shares; 2025Q1: 200,169 shares; 2025Q2: 201,958 shares; 2025Q3: 199,783 shares; 2025Q4: 195,860 shares; 2026Q1: 193,847 shares; 2026Q2: 190,073 shares 190,073 $38.3M 0.23% -3,774 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 517,120 shares; 2024Q4: 504,403 shares; 2025Q1: 506,464 shares; 2025Q2: 517,635 shares; 2025Q3: 503,083 shares; 2025Q4: 490,193 shares; 2026Q1: 468,049 shares; 2026Q2: 452,250 shares 452,250 $37.8M 0.23% -15,799 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: 182,917 shares; 2024Q4: 185,261 shares; 2025Q1: 181,825 shares; 2025Q2: 185,169 shares; 2025Q3: 185,507 shares; 2025Q4: 181,326 shares; 2026Q1: 175,093 shares; 2026Q2: 170,970 shares 170,970 $37.3M 0.22% -4,123 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,639,198 shares; 2024Q4: 2,644,519 shares; 2025Q1: 2,653,187 shares; 2025Q2: 1,990,663 shares; 2025Q3: 1,947,237 shares; 2025Q4: 1,913,620 shares; 2026Q1: 1,849,061 shares; 2026Q2: 1,786,623 shares 1,786,623 $37M 0.22% -62,438 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: 92,380 shares; 2024Q4: 95,789 shares; 2025Q1: 90,548 shares; 2025Q2: 88,642 shares; 2025Q3: 89,561 shares; 2025Q4: 85,949 shares; 2026Q1: 76,296 shares; 2026Q2: 73,669 shares 73,669 $36.9M 0.22% -2,627 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,891 shares; 2024Q4: 220,813 shares; 2025Q1: 409,105 shares; 2025Q2: 434,379 shares; 2025Q3: 441,165 shares; 2025Q4: 442,919 shares; 2026Q1: 404,192 shares; 2026Q2: 248,385 shares 248,385 $36.4M 0.22% -155,807 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: 75,307 shares; 2024Q4: 75,231 shares; 2025Q1: 75,626 shares; 2025Q2: 62,707 shares; 2025Q3: 61,191 shares; 2025Q4: 568,155 shares; 2026Q1: 509,728 shares; 2026Q2: 505,761 shares 505,761 $36.1M 0.22% -3,967 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: 327,308 shares; 2024Q4: 317,555 shares; 2025Q1: 301,580 shares; 2025Q2: 293,517 shares; 2025Q3: 280,464 shares; 2025Q4: 269,961 shares; 2026Q1: 254,763 shares; 2026Q2: 243,098 shares 243,098 $35.6M 0.21% -11,665 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: 1,063,031 shares; 2024Q4: 1,039,130 shares; 2025Q1: 1,045,447 shares; 2025Q2: 1,033,927 shares; 2025Q3: 1,038,423 shares; 2025Q4: 953,716 shares; 2026Q1: 641,451 shares; 2026Q2: 604,442 shares 604,442 $35M 0.21% -37,009 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: 211,894 shares; 2024Q4: 222,323 shares; 2025Q1: 206,469 shares; 2025Q2: 205,316 shares; 2025Q3: 201,282 shares; 2025Q4: 215,956 shares; 2026Q1: 214,837 shares; 2026Q2: 219,439 shares 219,439 $34.7M 0.21% +4,602 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: 17,568 shares; 2024Q4: 17,280 shares; 2025Q1: 16,912 shares; 2025Q2: 15,472 shares; 2025Q3: 14,505 shares; 2025Q4: 14,094 shares; 2026Q1: 35,365 shares; 2026Q2: 100,875 shares 100,875 $33.3M 0.2% +65,510 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: 352,787 shares; 2024Q4: 342,845 shares; 2025Q1: 325,858 shares; 2025Q2: 311,548 shares; 2025Q3: 296,777 shares; 2025Q4: 291,343 shares; 2026Q1: 281,570 shares; 2026Q2: 278,720 shares 278,720 $32.7M 0.2% -2,850 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: 241,623 shares; 2024Q4: 244,092 shares; 2025Q1: 252,670 shares; 2025Q2: 291,489 shares; 2025Q3: 301,183 shares; 2025Q4: 299,469 shares; 2026Q1: 316,754 shares; 2026Q2: 286,968 shares 286,968 $31.7M 0.19% -29,786 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 154,743 shares; 2025Q4: 200,301 shares; 2026Q1: 210,368 shares; 2026Q2: 213,836 shares 213,836 $31.3M 0.19% +3,468 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: 310,469 shares; 2024Q4: 311,612 shares; 2025Q1: 312,720 shares; 2025Q2: 312,440 shares; 2025Q3: 307,081 shares; 2025Q4: 164,494 shares; 2026Q1: 116,741 shares; 2026Q2: 111,221 shares 111,221 $30.3M 0.18% -5,520 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: 137,289 shares; 2024Q4: 131,239 shares; 2025Q1: 131,437 shares; 2025Q2: 68,077 shares; 2025Q3: 64,641 shares; 2025Q4: 62,503 shares; 2026Q1: 58,636 shares; 2026Q2: 55,998 shares 55,998 $28.1M 0.17% -2,638 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,520 shares; 2024Q4: 6,462 shares; 2025Q1: 5,445 shares; 2025Q2: 4,505 shares; 2025Q3: 333,925 shares; 2025Q4: 342,455 shares; 2026Q1: 345,148 shares; 2026Q2: 338,770 shares 338,770 $28M 0.17% -6,378 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43,640 shares 43,640 $27.9M 0.17% new 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: 276,082 shares; 2024Q4: 286,552 shares; 2025Q1: 254,101 shares; 2025Q2: 256,714 shares; 2025Q3: 260,851 shares; 2025Q4: 265,079 shares; 2026Q1: 272,548 shares; 2026Q2: 279,831 shares 279,831 $27.7M 0.17% +7,283 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: 920,236 shares; 2024Q4: 928,467 shares; 2025Q1: 960,370 shares; 2025Q2: 952,088 shares; 2025Q3: 924,019 shares; 2025Q4: 842,367 shares; 2026Q1: 857,961 shares; 2026Q2: 838,633 shares 838,633 $27.4M 0.16% -19,328 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 271,435 shares; 2026Q1: 271,444 shares; 2026Q2: 271,457 shares 271,457 $27.1M 0.16% +13 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 557,226 shares; 2024Q4: 472,185 shares; 2025Q1: 494,075 shares; 2025Q2: 525,511 shares; 2025Q3: 533,121 shares; 2025Q4: 526,884 shares; 2026Q1: 533,851 shares; 2026Q2: 523,605 shares 523,605 $27M 0.16% -10,246 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,019,235 shares; 2024Q4: 922,382 shares; 2025Q1: 887,910 shares; 2025Q2: 726,495 shares; 2025Q3: 662,771 shares; 2025Q4: 679,352 shares; 2026Q1: 630,964 shares; 2026Q2: 650,724 shares 650,724 $27M 0.16% +19,760 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: 505,804 shares; 2024Q4: 514,446 shares; 2025Q1: 508,462 shares; 2025Q2: 313,113 shares; 2025Q3: 210,793 shares; 2025Q4: 195,721 shares; 2026Q1: 152,851 shares; 2026Q2: 142,687 shares 142,687 $26.4M 0.16% -10,164 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: 1,004,584 shares; 2024Q4: 973,718 shares; 2025Q1: 986,701 shares; 2025Q2: 1,415,139 shares; 2025Q3: 1,646,180 shares; 2025Q4: 1,502,820 shares; 2026Q1: 1,545,091 shares; 2026Q2: 1,044,502 shares 1,044,502 $25.6M 0.15% -500,589 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: 339,790 shares; 2024Q4: 343,026 shares; 2025Q1: 336,030 shares; 2025Q2: 328,360 shares; 2025Q3: 324,385 shares; 2025Q4: 326,478 shares; 2026Q1: 336,202 shares; 2026Q2: 332,548 shares 332,548 $25.2M 0.15% -3,654 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 524,319 shares; 2024Q4: 583,296 shares; 2025Q1: 603,367 shares; 2025Q2: 611,263 shares; 2025Q3: 597,475 shares; 2025Q4: 487,235 shares; 2026Q1: 507,547 shares; 2026Q2: 497,082 shares 497,082 $25.1M 0.15% -10,465 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,891 shares; 2024Q4: 36,708 shares; 2025Q1: 151,193 shares; 2025Q2: 177,086 shares; 2025Q3: 184,926 shares; 2025Q4: 185,969 shares; 2026Q1: 184,303 shares; 2026Q2: 176,371 shares 176,371 $23.8M 0.14% -7,932 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: 4,242 shares; 2024Q4: 4,205 shares; 2025Q1: 5,566 shares; 2025Q2: 12,446 shares; 2025Q3: 13,366 shares; 2025Q4: 13,874 shares; 2026Q1: 11,832 shares; 2026Q2: 11,319 shares 11,319 $22.5M 0.13% -513 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: 948 shares; 2024Q4: 843 shares; 2025Q1: 2,219 shares; 2025Q2: 2,878 shares; 2025Q3: 2,853 shares; 2025Q4: 2,876 shares; 2026Q1: 32,790 shares; 2026Q2: 34,745 shares 34,745 $21.7M 0.13% +1,955 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 369,632 shares; 2024Q4: 368,964 shares; 2025Q1: 368,640 shares; 2025Q2: 385,886 shares; 2025Q3: 380,916 shares; 2025Q4: 380,937 shares; 2026Q1: 368,562 shares; 2026Q2: 364,162 shares 364,162 $21.2M 0.13% -4,400 Timeline BLV 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: 264,191 shares; 2024Q4: 295,289 shares; 2025Q1: 270,883 shares; 2025Q2: 269,599 shares; 2025Q3: 270,835 shares; 2025Q4: 271,894 shares; 2026Q1: 294,083 shares; 2026Q2: 295,832 shares 295,832 $20.4M 0.12% +1,749 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: 29 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 26 shares 26 $19.5M 0.12% 0 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: 248,032 shares; 2024Q4: 213,811 shares; 2025Q1: 199,367 shares; 2025Q2: 184,847 shares; 2025Q3: 162,586 shares; 2025Q4: 153,324 shares; 2026Q1: 149,235 shares; 2026Q2: 138,950 shares 138,950 $19.4M 0.12% -10,285 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 443,959 shares; 2024Q4: 428,573 shares; 2025Q1: 416,394 shares; 2025Q2: 419,906 shares; 2025Q3: 426,697 shares; 2025Q4: 446,112 shares; 2026Q1: 485,039 shares; 2026Q2: 519,806 shares 519,806 $19M 0.11% +34,767 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: 367,369 shares; 2024Q4: 366,960 shares; 2025Q1: 148,005 shares; 2025Q2: 90,423 shares; 2025Q3: 70,195 shares; 2025Q4: 64,260 shares; 2026Q1: 59,566 shares; 2026Q2: 55,666 shares 55,666 $19M 0.11% -3,900 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: 203,956 shares; 2024Q4: 191,011 shares; 2025Q1: 176,574 shares; 2025Q2: 166,376 shares; 2025Q3: 157,790 shares; 2025Q4: 150,035 shares; 2026Q1: 145,183 shares; 2026Q2: 139,356 shares 139,356 $18.9M 0.11% -5,827 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: 30,922 shares; 2024Q4: 29,769 shares; 2025Q1: 29,343 shares; 2025Q2: 29,150 shares; 2025Q3: 29,501 shares; 2025Q4: 29,055 shares; 2026Q1: 33,319 shares; 2026Q2: 213,002 shares 213,002 $18.3M 0.11% +179,683 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,290 shares; 2024Q4: 22,856 shares; 2025Q1: 21,126 shares; 2025Q2: 22,528 shares; 2025Q3: 160,506 shares; 2025Q4: 152,719 shares; 2026Q1: 205,788 shares; 2026Q2: 199,808 shares 199,808 $18.3M 0.11% -5,980 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: 213,569 shares; 2024Q4: 257,303 shares; 2025Q1: 220,134 shares; 2025Q2: 206,416 shares; 2025Q3: 181,678 shares; 2025Q4: 178,770 shares; 2026Q1: 177,078 shares; 2026Q2: 167,042 shares 167,042 $18M 0.11% -10,036 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: 217,966 shares; 2024Q4: 221,170 shares; 2025Q1: 216,141 shares; 2025Q2: 232,068 shares; 2025Q3: 196,636 shares; 2025Q4: 186,388 shares; 2026Q1: 187,735 shares; 2026Q2: 187,671 shares 187,671 $18M 0.11% -64 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: 26,986 shares; 2024Q4: 26,781 shares; 2025Q1: 25,811 shares; 2025Q2: 30,992 shares; 2025Q3: 43,246 shares; 2025Q4: 42,961 shares; 2026Q1: 41,739 shares; 2026Q2: 36,410 shares 36,410 $17.4M 0.1% -5,329 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: 144,530 shares; 2024Q4: 139,649 shares; 2025Q1: 127,232 shares; 2025Q2: 129,819 shares; 2025Q3: 129,252 shares; 2025Q4: 131,803 shares; 2026Q1: 125,076 shares; 2026Q2: 118,576 shares 118,576 $17M 0.1% -6,500 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375,601 shares; 2024Q4: 375,411 shares; 2025Q1: 374,764 shares; 2025Q2: 363,539 shares; 2025Q3: 388,986 shares; 2025Q4: 387,820 shares; 2026Q1: 384,808 shares; 2026Q2: 381,545 shares 381,545 $16.9M 0.1% -3,263 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: 19,106 shares; 2024Q4: 28,904 shares; 2025Q1: 28,052 shares; 2025Q2: 28,226 shares; 2025Q3: 27,081 shares; 2025Q4: 26,999 shares; 2026Q1: 26,232 shares; 2026Q2: 25,305 shares 25,305 $16.1M 0.1% -927 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 429,986 shares; 2024Q4: 398,340 shares; 2025Q1: 389,394 shares; 2025Q2: 387,805 shares; 2025Q3: 387,642 shares; 2025Q4: 387,360 shares; 2026Q1: 384,330 shares; 2026Q2: 384,112 shares 384,112 $15.7M 0.09% -218 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,082 shares; 2024Q4: 16,455 shares; 2025Q1: 16,364 shares; 2025Q2: 15,324 shares; 2025Q3: 14,102 shares; 2025Q4: 14,587 shares; 2026Q1: 14,305 shares; 2026Q2: 314,857 shares 314,857 $15M 0.09% +300,552 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: 147,131 shares; 2024Q4: 144,976 shares; 2025Q1: 143,943 shares; 2025Q2: 141,879 shares; 2025Q3: 169,419 shares; 2025Q4: 160,861 shares; 2026Q1: 154,596 shares; 2026Q2: 160,083 shares 160,083 $14.5M 0.09% +5,487 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: 78,448 shares; 2024Q4: 77,040 shares; 2025Q1: 74,006 shares; 2025Q2: 72,437 shares; 2025Q3: 72,054 shares; 2025Q4: 70,701 shares; 2026Q1: 68,429 shares; 2026Q2: 63,942 shares 63,942 $14.3M 0.09% -4,487 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: 24,318 shares; 2024Q4: 26,517 shares; 2025Q1: 27,615 shares; 2025Q2: 26,192 shares; 2025Q3: 27,329 shares; 2025Q4: 25,134 shares; 2026Q1: 22,392 shares; 2026Q2: 19,485 shares 19,485 $14.1M 0.08% -2,907 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: 1,025,467 shares; 2024Q4: 976,082 shares; 2025Q1: 1,030,423 shares; 2025Q2: 1,037,558 shares; 2025Q3: 419,590 shares; 2025Q4: 335,895 shares; 2026Q1: 295,420 shares; 2026Q2: 274,505 shares 274,505 $13.9M 0.08% -20,915 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: 56,510 shares; 2024Q4: 55,443 shares; 2025Q1: 55,123 shares; 2025Q2: 54,666 shares; 2025Q3: 51,466 shares; 2025Q4: 50,830 shares; 2026Q1: 48,097 shares; 2026Q2: 48,087 shares 48,087 $13.5M 0.08% -10 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: 60,209 shares; 2024Q4: 58,971 shares; 2025Q1: 56,479 shares; 2025Q2: 55,306 shares; 2025Q3: 54,045 shares; 2025Q4: 53,660 shares; 2026Q1: 52,279 shares; 2026Q2: 48,751 shares 48,751 $13.2M 0.08% -3,528 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: 109,552 shares; 2024Q4: 118,271 shares; 2025Q1: 111,228 shares; 2025Q2: 125,386 shares; 2025Q3: 130,297 shares; 2025Q4: 188,266 shares; 2026Q1: 207,277 shares; 2026Q2: 248,395 shares 248,395 $13M 0.08% +41,118 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: 105,075 shares; 2024Q4: 97,861 shares; 2025Q1: 98,402 shares; 2025Q2: 97,449 shares; 2025Q3: 97,510 shares; 2025Q4: 83,855 shares; 2026Q1: 75,120 shares; 2026Q2: 73,768 shares 73,768 $13M 0.08% -1,352 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: 96,135 shares; 2024Q4: 97,107 shares; 2025Q1: 97,815 shares; 2025Q2: 97,772 shares; 2025Q3: 99,267 shares; 2025Q4: 98,866 shares; 2026Q1: 95,018 shares; 2026Q2: 31,623 shares 31,623 $12.9M 0.08% -63,395 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: 33,154 shares; 2024Q4: 32,881 shares; 2025Q1: 31,264 shares; 2025Q2: 31,075 shares; 2025Q3: 30,473 shares; 2025Q4: 32,403 shares; 2026Q1: 32,212 shares; 2026Q2: 30,405 shares 30,405 $12.8M 0.08% -1,807 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: 51,583 shares; 2024Q4: 55,711 shares; 2025Q1: 53,471 shares; 2025Q2: 48,502 shares; 2025Q3: 54,505 shares; 2025Q4: 81,245 shares; 2026Q1: 70,274 shares; 2026Q2: 70,848 shares 70,848 $12.7M 0.08% +574 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,779 shares; 2024Q4: 162,797 shares; 2025Q1: 146,458 shares; 2025Q2: 134,403 shares; 2025Q3: 126,414 shares; 2025Q4: 118,930 shares; 2026Q1: 114,563 shares; 2026Q2: 107,080 shares 107,080 $12.6M 0.08% -7,483 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,398 shares; 2024Q4: 47,328 shares; 2025Q1: 44,059 shares; 2025Q2: 42,864 shares; 2025Q3: 41,861 shares; 2025Q4: 41,422 shares; 2026Q1: 40,760 shares; 2026Q2: 38,244 shares 38,244 $12.6M 0.08% -2,516 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: 44,117 shares; 2024Q4: 25,801 shares; 2025Q1: 23,905 shares; 2025Q2: 22,105 shares; 2025Q3: 16,240 shares; 2025Q4: 18,394 shares; 2026Q1: 17,117 shares; 2026Q2: 14,989 shares 14,989 $12.4M 0.07% -2,128 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: 1,221,065 shares; 2024Q4: 1,163,484 shares; 2025Q1: 1,170,121 shares; 2025Q2: 1,160,299 shares; 2025Q3: 1,157,019 shares; 2025Q4: 1,110,776 shares; 2026Q1: 355,385 shares; 2026Q2: 283,127 shares 283,127 $12M 0.07% -72,258 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,254 shares; 2024Q4: 33,885 shares; 2025Q1: 34,185 shares; 2025Q2: 35,029 shares; 2025Q3: 35,405 shares; 2025Q4: 35,069 shares; 2026Q1: 32,783 shares; 2026Q2: 30,368 shares 30,368 $11.9M 0.07% -2,415 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: 15,236 shares; 2024Q4: 15,559 shares; 2025Q1: 14,585 shares; 2025Q2: 14,045 shares; 2025Q3: 13,906 shares; 2025Q4: 13,357 shares; 2026Q1: 12,536 shares; 2026Q2: 29,379 shares 29,379 $11.7M 0.07% +16,843 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,498 shares; 2024Q4: 64,985 shares; 2025Q1: 64,448 shares; 2025Q2: 65,399 shares; 2025Q3: 65,860 shares; 2025Q4: 64,391 shares; 2026Q1: 59,783 shares; 2026Q2: 55,497 shares 55,497 $11.6M 0.07% -4,286 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,637 shares; 2024Q4: 97,637 shares; 2025Q1: 97,637 shares; 2025Q2: 74,572 shares; 2025Q3: 74,572 shares; 2025Q4: 147,001 shares; 2026Q1: 119,656 shares; 2026Q2: 119,656 shares 119,656 $11.6M 0.07% 0 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: 33,826 shares; 2024Q4: 35,524 shares; 2025Q1: 34,664 shares; 2025Q2: 36,458 shares; 2025Q3: 34,857 shares; 2025Q4: 35,297 shares; 2026Q1: 34,229 shares; 2026Q2: 30,387 shares 30,387 $11.4M 0.07% -3,842 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: 35,251 shares; 2024Q4: 33,204 shares; 2025Q1: 33,682 shares; 2025Q2: 34,940 shares; 2025Q3: 32,894 shares; 2025Q4: 66,800 shares; 2026Q1: 59,145 shares; 2026Q2: 59,138 shares 59,138 $11.3M 0.07% -7 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: 38,734 shares; 2024Q4: 49,923 shares; 2025Q1: 160,815 shares; 2025Q2: 185,581 shares; 2025Q3: 191,456 shares; 2025Q4: 165,565 shares; 2026Q1: 112,467 shares; 2026Q2: 89,742 shares 89,742 $11.2M 0.07% -22,725 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,573 shares; 2024Q4: 106,807 shares; 2025Q1: 105,681 shares; 2025Q2: 106,726 shares; 2025Q3: 107,186 shares; 2025Q4: 106,223 shares; 2026Q1: 98,704 shares; 2026Q2: 90,764 shares 90,764 $10.8M 0.06% -7,940 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: 137,169 shares; 2024Q4: 137,365 shares; 2025Q1: 137,017 shares; 2025Q2: 136,348 shares; 2025Q3: 151,700 shares; 2025Q4: 151,216 shares; 2026Q1: 151,216 shares; 2026Q2: 151,219 shares 151,219 $10.6M 0.06% +3 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: 53,554 shares; 2024Q4: 54,747 shares; 2025Q1: 53,920 shares; 2025Q2: 72,411 shares; 2025Q3: 77,992 shares; 2025Q4: 77,375 shares; 2026Q1: 78,370 shares; 2026Q2: 70,984 shares 70,984 $10.5M 0.06% -7,386 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,314 shares; 2024Q4: 21,508 shares; 2025Q1: 21,340 shares; 2025Q2: 19,701 shares; 2025Q3: 19,338 shares; 2025Q4: 19,020 shares; 2026Q1: 17,870 shares; 2026Q2: 16,261 shares 16,261 $10.5M 0.06% -1,609 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,435 shares; 2024Q4: 140,840 shares; 2025Q1: 123,408 shares; 2025Q2: 127,019 shares; 2025Q3: 127,363 shares; 2025Q4: 122,763 shares; 2026Q1: 111,966 shares; 2026Q2: 101,754 shares 101,754 $10.4M 0.06% -10,212 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,912 shares; 2024Q4: 41,635 shares; 2025Q1: 41,442 shares; 2025Q2: 42,507 shares; 2025Q3: 42,842 shares; 2025Q4: 42,255 shares; 2026Q1: 39,513 shares; 2026Q2: 36,241 shares 36,241 $10.3M 0.06% -3,272 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: 71,026 shares; 2024Q4: 58,796 shares; 2025Q1: 58,254 shares; 2025Q2: 57,777 shares; 2025Q3: 53,871 shares; 2025Q4: 55,102 shares; 2026Q1: 52,656 shares; 2026Q2: 53,493 shares 53,493 $9.68M 0.06% +837 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: 80,824 shares; 2024Q4: 86,327 shares; 2025Q1: 87,577 shares; 2025Q2: 71,608 shares; 2025Q3: 27,095 shares; 2025Q4: 20,649 shares; 2026Q1: 19,151 shares; 2026Q2: 18,836 shares 18,836 $9.6M 0.06% -315 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: 60,607 shares; 2024Q4: 54,383 shares; 2025Q1: 54,008 shares; 2025Q2: 51,330 shares; 2025Q3: 49,655 shares; 2025Q4: 47,240 shares; 2026Q1: 44,607 shares; 2026Q2: 42,989 shares 42,989 $9.48M 0.06% -1,618 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: 33,390 shares; 2024Q4: 34,045 shares; 2025Q1: 34,891 shares; 2025Q2: 34,875 shares; 2025Q3: 35,179 shares; 2025Q4: 35,452 shares; 2026Q1: 9,570 shares; 2026Q2: 7,024 shares 7,024 $9.36M 0.06% -2,546 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,925 shares; 2024Q4: 73,574 shares; 2025Q1: 69,455 shares; 2025Q2: 69,840 shares; 2025Q3: 69,763 shares; 2025Q4: 63,931 shares; 2026Q1: 64,805 shares; 2026Q2: 336,191 shares 336,191 $9.21M 0.06% +271,386 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,473 shares; 2024Q4: 176,474 shares; 2025Q1: 156,546 shares; 2025Q2: 144,281 shares; 2025Q3: 145,276 shares; 2025Q4: 144,287 shares; 2026Q1: 182,064 shares; 2026Q2: 179,398 shares 179,398 $9.15M 0.05% -2,666 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: 19,002 shares; 2024Q4: 19,437 shares; 2025Q1: 19,816 shares; 2025Q2: 19,515 shares; 2025Q3: 19,793 shares; 2025Q4: 19,801 shares; 2026Q1: 19,400 shares; 2026Q2: 18,428 shares 18,428 $9.05M 0.05% -972 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: 7,315 shares; 2024Q4: 14,597 shares; 2025Q1: 15,496 shares; 2025Q2: 15,539 shares; 2025Q3: 14,753 shares; 2025Q4: 14,944 shares; 2026Q1: 28,140 shares; 2026Q2: 26,447 shares 26,447 $9.02M 0.05% -1,693 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: 57,896 shares; 2024Q4: 57,100 shares; 2025Q1: 54,667 shares; 2025Q2: 55,933 shares; 2025Q3: 54,127 shares; 2025Q4: 51,303 shares; 2026Q1: 47,881 shares; 2026Q2: 41,827 shares 41,827 $8.91M 0.05% -6,054 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,318 shares; 2024Q4: 92,156 shares; 2025Q1: 96,286 shares; 2025Q2: 108,594 shares; 2025Q3: 108,077 shares; 2025Q4: 103,419 shares; 2026Q1: 99,304 shares; 2026Q2: 90,828 shares 90,828 $8.85M 0.05% -8,476 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: not reported; 2025Q1: 19,908 shares; 2025Q2: 20,144 shares; 2025Q3: 18,405 shares; 2025Q4: 20,078 shares; 2026Q1: 18,897 shares; 2026Q2: 19,760 shares 19,760 $8.56M 0.05% +863 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: not reported; 2025Q1: 86,811 shares; 2025Q2: 50,504 shares; 2025Q3: 51,130 shares; 2025Q4: 45,460 shares; 2026Q1: 44,797 shares; 2026Q2: 49,919 shares 49,919 $8.48M 0.05% +5,122 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: 8,275 shares; 2024Q4: 11,738 shares; 2025Q1: 10,789 shares; 2025Q2: 10,169 shares; 2025Q3: 10,156 shares; 2025Q4: 10,034 shares; 2026Q1: 9,404 shares; 2026Q2: 8,594 shares 8,594 $8.41M 0.05% -810 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: 18,620 shares; 2024Q4: 18,520 shares; 2025Q1: 18,039 shares; 2025Q2: 17,847 shares; 2025Q3: 17,845 shares; 2025Q4: 17,973 shares; 2026Q1: 17,824 shares; 2026Q2: 17,884 shares 17,884 $8.2M 0.05% +60 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: 16,439 shares; 2024Q4: 16,563 shares; 2025Q1: 16,633 shares; 2025Q2: 18,351 shares; 2025Q3: 18,327 shares; 2025Q4: 18,432 shares; 2026Q1: 19,939 shares; 2026Q2: 19,686 shares 19,686 $8.06M 0.05% -253 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: 109,822 shares; 2024Q4: 105,761 shares; 2025Q1: 104,150 shares; 2025Q2: 101,128 shares; 2025Q3: 78,817 shares; 2025Q4: 77,571 shares; 2026Q1: 77,092 shares; 2026Q2: 74,456 shares 74,456 $8M 0.05% -2,636 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,084 shares; 2024Q4: 103,058 shares; 2025Q1: 103,364 shares; 2025Q2: 102,272 shares; 2025Q3: 102,097 shares; 2025Q4: 102,104 shares; 2026Q1: 102,095 shares; 2026Q2: 102,048 shares 102,048 $7.8M 0.05% -47 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: 89,368 shares; 2024Q4: 97,449 shares; 2025Q1: 99,138 shares; 2025Q2: 97,530 shares; 2025Q3: 96,261 shares; 2025Q4: 97,287 shares; 2026Q1: 90,112 shares; 2026Q2: 83,354 shares 83,354 $7.64M 0.05% -6,758 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,153 shares; 2024Q4: 25,153 shares; 2025Q1: 23,535 shares; 2025Q2: 23,535 shares; 2025Q3: 22,917 shares; 2025Q4: 22,918 shares; 2026Q1: 21,617 shares; 2026Q2: 21,417 shares 21,417 $7.63M 0.05% -200 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,855 shares; 2024Q4: 37,933 shares; 2025Q1: 41,670 shares; 2025Q2: 43,645 shares; 2025Q3: 43,906 shares; 2025Q4: 40,656 shares; 2026Q1: 39,856 shares; 2026Q2: 36,259 shares 36,259 $7.5M 0.04% -3,597 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,706 shares; 2024Q4: 62,216 shares; 2025Q1: 60,347 shares; 2025Q2: 59,639 shares; 2025Q3: 59,226 shares; 2025Q4: 57,611 shares; 2026Q1: 57,289 shares; 2026Q2: 48,155 shares 48,155 $7.43M 0.04% -9,134 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: 11,329 shares; 2024Q4: 10,973 shares; 2025Q1: 11,086 shares; 2025Q2: 13,118 shares; 2025Q3: 12,918 shares; 2025Q4: 12,659 shares; 2026Q1: 12,115 shares; 2026Q2: 10,339 shares 10,339 $7.37M 0.04% -1,776 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,080 shares; 2024Q4: 15,718 shares; 2025Q1: 9,940 shares; 2025Q2: 12,919 shares; 2025Q3: 12,951 shares; 2025Q4: 12,843 shares; 2026Q1: 14,354 shares; 2026Q2: 14,107 shares 14,107 $7.37M 0.04% -247 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: 20,327 shares; 2024Q4: 21,143 shares; 2025Q1: 20,209 shares; 2025Q2: 26,739 shares; 2025Q3: 25,918 shares; 2025Q4: 29,026 shares; 2026Q1: 30,357 shares; 2026Q2: 30,277 shares 30,277 $7.36M 0.04% -80 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,674 shares; 2024Q4: 90,422 shares; 2025Q1: 90,354 shares; 2025Q2: 91,962 shares; 2025Q3: 75,335 shares; 2025Q4: 112,632 shares; 2026Q1: 124,652 shares; 2026Q2: 123,496 shares 123,496 $7.28M 0.04% -1,156 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,567 shares; 2024Q4: 3,807 shares; 2025Q1: 4,113 shares; 2025Q2: 5,099 shares; 2025Q3: 6,724 shares; 2025Q4: 51,853 shares; 2026Q1: 56,589 shares; 2026Q2: 88,002 shares 88,002 $7.27M 0.04% +31,413 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: 23,444 shares; 2024Q4: 22,559 shares; 2025Q1: 21,967 shares; 2025Q2: 20,353 shares; 2025Q3: 19,171 shares; 2025Q4: 18,554 shares; 2026Q1: 17,980 shares; 2026Q2: 17,934 shares 17,934 $6.99M 0.04% -46 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: 85,871 shares; 2024Q4: 127,882 shares; 2025Q1: 131,010 shares; 2025Q2: 93,623 shares; 2025Q3: 93,784 shares; 2025Q4: 93,248 shares; 2026Q1: 87,002 shares; 2026Q2: 72,599 shares 72,599 $6.98M 0.04% -14,403 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: 58,241 shares; 2024Q4: 53,706 shares; 2025Q1: 51,199 shares; 2025Q2: 49,930 shares; 2025Q3: 48,299 shares; 2025Q4: 46,840 shares; 2026Q1: 44,641 shares; 2026Q2: 43,013 shares 43,013 $6.96M 0.04% -1,628 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,436 shares; 2024Q4: 46,898 shares; 2025Q1: 46,671 shares; 2025Q2: 43,782 shares; 2025Q3: 42,051 shares; 2025Q4: 40,523 shares; 2026Q1: 43,127 shares; 2026Q2: 35,794 shares 35,794 $6.96M 0.04% -7,333 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,594 shares; 2025Q3: 28,875 shares; 2025Q4: 28,381 shares; 2026Q1: 25,785 shares; 2026Q2: 25,579 shares 25,579 $6.9M 0.04% -206 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,863 shares; 2024Q4: 36,208 shares; 2025Q1: 37,101 shares; 2025Q2: 40,212 shares; 2025Q3: 55,409 shares; 2025Q4: 56,927 shares; 2026Q1: 60,392 shares; 2026Q2: 63,085 shares 63,085 $6.72M 0.04% +2,693 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: 169,883 shares; 2024Q4: 159,528 shares; 2025Q1: 154,677 shares; 2025Q2: 146,680 shares; 2025Q3: 137,010 shares; 2025Q4: 128,942 shares; 2026Q1: 124,432 shares; 2026Q2: 116,568 shares 116,568 $6.72M 0.04% -7,864 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: 56,880 shares; 2024Q4: 57,447 shares; 2025Q1: 55,839 shares; 2025Q2: 53,587 shares; 2025Q3: 49,516 shares; 2025Q4: 41,835 shares; 2026Q1: 35,386 shares; 2026Q2: 22,532 shares 22,532 $6.71M 0.04% -12,854 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: 221,950 shares; 2024Q4: 217,513 shares; 2025Q1: 179,267 shares; 2025Q2: 168,825 shares; 2025Q3: 150,644 shares; 2025Q4: 147,572 shares; 2026Q1: 144,501 shares; 2026Q2: 134,384 shares 134,384 $6.7M 0.04% -10,117 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: 10,897 shares; 2024Q4: 9,497 shares; 2025Q1: 9,545 shares; 2025Q2: 123,221 shares; 2025Q3: 123,097 shares; 2025Q4: 123,552 shares; 2026Q1: 117,570 shares; 2026Q2: 69,134 shares 69,134 $6.37M 0.04% -48,436 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: 15,575 shares; 2024Q4: 17,739 shares; 2025Q1: 17,250 shares; 2025Q2: 17,516 shares; 2025Q3: 18,973 shares; 2025Q4: 18,923 shares; 2026Q1: 25,052 shares; 2026Q2: 29,115 shares 29,115 $6.35M 0.04% +4,063 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,431 shares; 2024Q4: 26,639 shares; 2025Q1: 26,878 shares; 2025Q2: 26,047 shares; 2025Q3: 26,138 shares; 2025Q4: 25,831 shares; 2026Q1: 24,745 shares; 2026Q2: 18,270 shares 18,270 $6.29M 0.04% -6,475 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,054 shares; 2024Q4: 49,005 shares; 2025Q1: 48,640 shares; 2025Q2: 49,823 shares; 2025Q3: 50,071 shares; 2025Q4: 47,037 shares; 2026Q1: 44,940 shares; 2026Q2: 40,987 shares 40,987 $6.11M 0.04% -3,953 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: 31,012 shares; 2024Q4: 29,026 shares; 2025Q1: 29,562 shares; 2025Q2: 29,559 shares; 2025Q3: 31,782 shares; 2025Q4: 36,544 shares; 2026Q1: 35,928 shares; 2026Q2: 36,928 shares 36,928 $6.08M 0.04% +1,000 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,420 shares; 2024Q4: 4,288 shares; 2025Q1: 4,321 shares; 2025Q2: 2,938 shares; 2025Q3: 2,293 shares; 2025Q4: 2,669 shares; 2026Q1: 49,794 shares; 2026Q2: 50,528 shares 50,528 $6.01M 0.04% +734 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,643 shares; 2024Q4: 159,643 shares; 2025Q1: 159,766 shares; 2025Q2: 160,136 shares; 2025Q3: 160,517 shares; 2025Q4: 118,754 shares; 2026Q1: 119,070 shares; 2026Q2: 119,129 shares 119,129 $5.96M 0.04% +59 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: 14,787 shares; 2024Q4: 15,072 shares; 2025Q1: 14,996 shares; 2025Q2: 16,031 shares; 2025Q3: 16,002 shares; 2025Q4: 16,378 shares; 2026Q1: 15,784 shares; 2026Q2: 16,419 shares 16,419 $5.95M 0.04% +635 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: 60,887 shares; 2024Q4: 55,729 shares; 2025Q1: 120,301 shares; 2025Q2: 119,592 shares; 2025Q3: 137,012 shares; 2025Q4: 143,200 shares; 2026Q1: 143,519 shares; 2026Q2: 105,918 shares 105,918 $5.92M 0.04% -37,601 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: 27,965 shares; 2024Q4: 27,951 shares; 2025Q1: 28,514 shares; 2025Q2: 38,137 shares; 2025Q3: 38,488 shares; 2025Q4: 38,370 shares; 2026Q1: 41,092 shares; 2026Q2: 40,260 shares 40,260 $5.89M 0.04% -832 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: 82,950 shares; 2024Q4: 89,420 shares; 2025Q1: 97,786 shares; 2025Q2: 97,429 shares; 2025Q3: 94,368 shares; 2025Q4: 92,549 shares; 2026Q1: 90,970 shares; 2026Q2: 78,520 shares 78,520 $5.76M 0.03% -12,450 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: 16,498 shares; 2024Q4: 16,481 shares; 2025Q1: 15,916 shares; 2025Q2: 16,119 shares; 2025Q3: 15,804 shares; 2025Q4: 16,090 shares; 2026Q1: 15,758 shares; 2026Q2: 15,661 shares 15,661 $5.73M 0.03% -97 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: 53,709 shares; 2024Q4: 52,851 shares; 2025Q1: 52,851 shares; 2025Q2: 38,383 shares; 2025Q3: 38,480 shares; 2025Q4: 37,406 shares; 2026Q1: 37,406 shares; 2026Q2: 37,406 shares 37,406 $5.69M 0.03% 0 Timeline NTSX 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,625 shares; 2026Q2: 96,117 shares 96,117 $5.68M 0.03% +91,492 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: 15,505 shares; 2024Q4: 15,209 shares; 2025Q1: 15,085 shares; 2025Q2: 15,427 shares; 2025Q3: 14,994 shares; 2025Q4: 15,739 shares; 2026Q1: 15,277 shares; 2026Q2: 15,401 shares 15,401 $5.67M 0.03% +124 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: 40,715 shares; 2024Q4: 40,114 shares; 2025Q1: 38,545 shares; 2025Q2: 39,250 shares; 2025Q3: 36,733 shares; 2025Q4: 39,630 shares; 2026Q1: 36,199 shares; 2026Q2: 29,567 shares 29,567 $5.63M 0.03% -6,632 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: 13,419 shares; 2024Q4: 12,914 shares; 2025Q1: 12,209 shares; 2025Q2: 12,476 shares; 2025Q3: 12,408 shares; 2025Q4: 11,669 shares; 2026Q1: 10,848 shares; 2026Q2: 11,017 shares 11,017 $5.61M 0.03% +169 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: 140,092 shares; 2024Q4: 140,229 shares; 2025Q1: 145,253 shares; 2025Q2: 145,026 shares; 2025Q3: 148,975 shares; 2025Q4: 150,152 shares; 2026Q1: 48,963 shares; 2026Q2: 35,484 shares 35,484 $5.56M 0.03% -13,479 Timeline FHB FIRST HAWAIIAN INC More: the full row for FIRST HAWAIIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,985 shares; 2024Q4: 196,828 shares; 2025Q1: 197,353 shares; 2025Q2: 208,883 shares; 2025Q3: 214,113 shares; 2025Q4: 212,025 shares; 2026Q1: 196,700 shares; 2026Q2: 185,648 shares 185,648 $5.44M 0.03% -11,052 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,384 shares; 2024Q4: 97,528 shares; 2025Q1: 96,763 shares; 2025Q2: 98,541 shares; 2025Q3: 99,300 shares; 2025Q4: 97,720 shares; 2026Q1: 91,547 shares; 2026Q2: 82,564 shares 82,564 $5.4M 0.03% -8,983 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,277 shares; 2024Q4: 74,180 shares; 2025Q1: 93,933 shares; 2025Q2: 106,305 shares; 2025Q3: 108,723 shares; 2025Q4: 219,741 shares; 2026Q1: 249,174 shares; 2026Q2: 220,984 shares 220,984 $5.35M 0.03% -28,190 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: 46,048 shares; 2024Q4: 46,007 shares; 2025Q1: 46,026 shares; 2025Q2: 45,945 shares; 2025Q3: 45,668 shares; 2025Q4: 45,723 shares; 2026Q1: 48,832 shares; 2026Q2: 45,456 shares 45,456 $5.33M 0.03% -3,376 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: 328,405 shares; 2024Q4: 326,062 shares; 2025Q1: 303,133 shares; 2025Q2: 302,096 shares; 2025Q3: 261,755 shares; 2025Q4: 247,916 shares; 2026Q1: 236,894 shares; 2026Q2: 217,256 shares 217,256 $5.23M 0.03% -19,638 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,444 shares; 2024Q4: 27,732 shares; 2025Q1: 22,657 shares; 2025Q2: 43,430 shares; 2025Q3: 46,297 shares; 2025Q4: 41,790 shares; 2026Q1: 40,679 shares; 2026Q2: 28,982 shares 28,982 $5.21M 0.03% -11,697 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,624 shares; 2024Q4: 56,728 shares; 2025Q1: 55,189 shares; 2025Q2: 54,626 shares; 2025Q3: 52,601 shares; 2025Q4: 50,805 shares; 2026Q1: 50,387 shares; 2026Q2: 47,388 shares 47,388 $5.2M 0.03% -2,999 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: 76,158 shares; 2024Q4: 45,543 shares; 2025Q1: 39,132 shares; 2025Q2: 34,678 shares; 2025Q3: 28,811 shares; 2025Q4: 26,719 shares; 2026Q1: 25,161 shares; 2026Q2: 23,495 shares 23,495 $5.19M 0.03% -1,666 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: 16,106 shares; 2024Q4: 15,710 shares; 2025Q1: 15,635 shares; 2025Q2: 15,571 shares; 2025Q3: 15,137 shares; 2025Q4: 15,137 shares; 2026Q1: 15,137 shares; 2026Q2: 15,137 shares 15,137 $5.13M 0.03% 0 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,142 shares; 2024Q4: 14,591 shares; 2025Q1: 14,338 shares; 2025Q2: 18,786 shares; 2025Q3: 19,123 shares; 2025Q4: 18,388 shares; 2026Q1: 16,374 shares; 2026Q2: 11,888 shares 11,888 $5.06M 0.03% -4,486 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: 19,946 shares; 2024Q4: 19,849 shares; 2025Q1: 19,921 shares; 2025Q2: 19,926 shares; 2025Q3: 19,399 shares; 2025Q4: 19,337 shares; 2026Q1: 19,236 shares; 2026Q2: 19,402 shares 19,402 $5.05M 0.03% +166 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,967 shares; 2024Q4: 74,817 shares; 2025Q1: 40,972 shares; 2025Q2: 35,387 shares; 2025Q3: 33,652 shares; 2025Q4: 31,713 shares; 2026Q1: 25,508 shares; 2026Q2: 18,685 shares 18,685 $4.88M 0.03% -6,823 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: 13,477 shares; 2024Q4: 13,511 shares; 2025Q1: 13,298 shares; 2025Q2: 13,179 shares; 2025Q3: 13,073 shares; 2025Q4: 12,615 shares; 2026Q1: 12,222 shares; 2026Q2: 12,219 shares 12,219 $4.81M 0.03% -3 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,414 shares; 2024Q4: 11,995 shares; 2025Q1: 30,722 shares; 2025Q2: 59,685 shares; 2025Q3: 73,173 shares; 2025Q4: 169,064 shares; 2026Q1: 194,602 shares; 2026Q2: 206,396 shares 206,396 $4.78M 0.03% +11,794 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,499 shares; 2024Q4: 18,052 shares; 2025Q1: 18,005 shares; 2025Q2: 18,403 shares; 2025Q3: 18,559 shares; 2025Q4: 18,103 shares; 2026Q1: 16,923 shares; 2026Q2: 15,186 shares 15,186 $4.77M 0.03% -1,737 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,919 shares; 2024Q4: 75,010 shares; 2025Q1: 74,126 shares; 2025Q2: 74,545 shares; 2025Q3: 75,295 shares; 2025Q4: 73,936 shares; 2026Q1: 68,801 shares; 2026Q2: 63,039 shares 63,039 $4.77M 0.03% -5,762 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,016 shares; 2024Q4: 17,140 shares; 2025Q1: 16,856 shares; 2025Q2: 21,061 shares; 2025Q3: 21,817 shares; 2025Q4: 20,734 shares; 2026Q1: 18,754 shares; 2026Q2: 13,603 shares 13,603 $4.76M 0.03% -5,151 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,131 shares; 2024Q4: 23,947 shares; 2025Q1: 23,684 shares; 2025Q2: 27,871 shares; 2025Q3: 28,538 shares; 2025Q4: 28,978 shares; 2026Q1: 25,763 shares; 2026Q2: 20,887 shares 20,887 $4.68M 0.03% -4,876 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: 102,654 shares; 2024Q4: 79,799 shares; 2025Q1: 90,299 shares; 2025Q2: 96,539 shares; 2025Q3: 91,581 shares; 2025Q4: 82,576 shares; 2026Q1: 83,203 shares; 2026Q2: 127,392 shares 127,392 $4.68M 0.03% +44,189 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,235 shares; 2025Q4: 21,205 shares; 2026Q1: 20,936 shares; 2026Q2: 19,954 shares 19,954 $4.59M 0.03% -982 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,515 shares; 2024Q4: 25,308 shares; 2025Q1: 49,869 shares; 2025Q2: 65,205 shares; 2025Q3: 68,157 shares; 2025Q4: 88,576 shares; 2026Q1: 85,597 shares; 2026Q2: 76,990 shares 76,990 $4.55M 0.03% -8,607 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: 55,006 shares; 2024Q4: 54,985 shares; 2025Q1: 52,277 shares; 2025Q2: 103,660 shares; 2025Q3: 101,901 shares; 2025Q4: 102,121 shares; 2026Q1: 96,997 shares; 2026Q2: 94,563 shares 94,563 $4.54M 0.03% -2,434 Timeline ROL ROLLINS INC More: the full row for ROLLINS 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: 108,539 shares 108,539 $4.53M 0.03% new 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: 29,445 shares; 2024Q4: 26,631 shares; 2025Q1: 24,676 shares; 2025Q2: 21,555 shares; 2025Q3: 20,676 shares; 2025Q4: 18,899 shares; 2026Q1: 17,459 shares; 2026Q2: 15,311 shares 15,311 $4.49M 0.03% -2,148 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: 39,516 shares; 2024Q4: 40,802 shares; 2025Q1: 39,735 shares; 2025Q2: 38,935 shares; 2025Q3: 36,807 shares; 2025Q4: 35,419 shares; 2026Q1: 34,080 shares; 2026Q2: 34,114 shares 34,114 $4.32M 0.03% +34 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,991 shares; 2024Q4: 6,252 shares; 2025Q1: 6,207 shares; 2025Q2: 7,011 shares; 2025Q3: 5,952 shares; 2025Q4: 4,804 shares; 2026Q1: 20,557 shares; 2026Q2: 19,936 shares 19,936 $4.28M 0.03% -621 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: 71,303 shares; 2024Q4: 71,303 shares; 2025Q1: 71,303 shares; 2025Q2: 71,067 shares; 2025Q3: 80,706 shares; 2025Q4: 80,393 shares; 2026Q1: 79,972 shares; 2026Q2: 78,896 shares 78,896 $4.26M 0.03% -1,076 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,378 shares; 2024Q4: 14,577 shares; 2025Q1: 22,754 shares; 2025Q2: 24,608 shares; 2025Q3: 24,804 shares; 2025Q4: 35,547 shares; 2026Q1: 33,619 shares; 2026Q2: 30,917 shares 30,917 $4.26M 0.03% -2,702 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,650 shares; 2024Q4: 40,902 shares; 2025Q1: 49,309 shares; 2025Q2: 38,254 shares; 2025Q3: 40,666 shares; 2025Q4: 133,702 shares; 2026Q1: 171,240 shares; 2026Q2: 174,589 shares 174,589 $4.23M 0.03% +3,349 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: 94,325 shares; 2024Q4: 71,364 shares; 2025Q1: 62,735 shares; 2025Q2: 52,017 shares; 2025Q3: 46,504 shares; 2025Q4: 45,451 shares; 2026Q1: 44,099 shares; 2026Q2: 40,584 shares 40,584 $4.2M 0.03% -3,515 Timeline CSV CARRIAGE SVCS INC More: the full row for CARRIAGE SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,824 shares; 2024Q4: 71,744 shares; 2025Q1: 71,744 shares; 2025Q2: 94,028 shares; 2025Q3: 104,758 shares; 2025Q4: 104,758 shares; 2026Q1: 109,384 shares; 2026Q2: 109,384 shares 109,384 $4.19M 0.03% 0 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: 85,124 shares; 2024Q4: 67,444 shares; 2025Q1: 66,434 shares; 2025Q2: 66,405 shares; 2025Q3: 61,533 shares; 2025Q4: 59,114 shares; 2026Q1: 57,178 shares; 2026Q2: 58,274 shares 58,274 $4.19M 0.03% +1,096 Timeline VWOB 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: not reported; 2024Q4: not reported; 2025Q1: 39,698 shares; 2025Q2: 42,757 shares; 2025Q3: 44,871 shares; 2025Q4: 48,781 shares; 2026Q1: 55,054 shares; 2026Q2: 60,538 shares 60,538 $4.07M 0.02% +5,484 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,169 shares; 2024Q4: 11,665 shares; 2025Q1: 32,739 shares; 2025Q2: 35,337 shares; 2025Q3: 38,551 shares; 2025Q4: 133,918 shares; 2026Q1: 158,803 shares; 2026Q2: 160,134 shares 160,134 $4.04M 0.02% +1,331 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: 66,621 shares; 2024Q4: 59,878 shares; 2025Q1: 50,724 shares; 2025Q2: 58,817 shares; 2025Q3: 48,579 shares; 2025Q4: 47,110 shares; 2026Q1: 45,939 shares; 2026Q2: 47,583 shares 47,583 $3.93M 0.02% +1,644 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: 65,733 shares; 2024Q4: 65,733 shares; 2025Q1: 65,327 shares; 2025Q2: 65,327 shares; 2025Q3: 72,263 shares; 2025Q4: 72,152 shares; 2026Q1: 71,660 shares; 2026Q2: 71,334 shares 71,334 $3.92M 0.02% -326 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,956 shares; 2024Q4: 31,755 shares; 2025Q1: 31,842 shares; 2025Q2: 32,265 shares; 2025Q3: 40,041 shares; 2025Q4: 40,544 shares; 2026Q1: 38,169 shares; 2026Q2: 35,158 shares 35,158 $3.91M 0.02% -3,011 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,928 shares; 2024Q4: 45,761 shares; 2025Q1: 51,863 shares; 2025Q2: 53,691 shares; 2025Q3: 53,942 shares; 2025Q4: 47,713 shares; 2026Q1: 47,467 shares; 2026Q2: 42,758 shares 42,758 $3.88M 0.02% -4,709 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,972 shares; 2024Q4: 90,246 shares; 2025Q1: 87,272 shares; 2025Q2: 114,593 shares; 2025Q3: 89,058 shares; 2025Q4: 93,326 shares; 2026Q1: 93,705 shares; 2026Q2: 78,155 shares 78,155 $3.87M 0.02% -15,550 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: 80,395 shares; 2024Q4: 67,739 shares; 2025Q1: 56,261 shares; 2025Q2: 51,632 shares; 2025Q3: 54,564 shares; 2025Q4: 51,190 shares; 2026Q1: 62,869 shares; 2026Q2: 56,694 shares 56,694 $3.87M 0.02% -6,175 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,809 shares; 2024Q4: 60,110 shares; 2025Q1: 59,829 shares; 2025Q2: 61,185 shares; 2025Q3: 61,763 shares; 2025Q4: 59,279 shares; 2026Q1: 66,259 shares; 2026Q2: 61,557 shares 61,557 $3.85M 0.02% -4,702 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,792 shares; 2024Q4: 31,201 shares; 2025Q1: 45,478 shares; 2025Q2: 48,570 shares; 2025Q3: 49,654 shares; 2025Q4: 49,613 shares; 2026Q1: 46,974 shares; 2026Q2: 42,462 shares 42,462 $3.81M 0.02% -4,512 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: 12,250 shares; 2024Q4: 12,083 shares; 2025Q1: 10,770 shares; 2025Q2: 10,752 shares; 2025Q3: 10,944 shares; 2025Q4: 20,581 shares; 2026Q1: 20,569 shares; 2026Q2: 20,527 shares 20,527 $3.8M 0.02% -42 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,935 shares; 2024Q4: 21,385 shares; 2025Q1: 21,684 shares; 2025Q2: 20,768 shares; 2025Q3: 24,157 shares; 2025Q4: 23,041 shares; 2026Q1: 21,912 shares; 2026Q2: 23,226 shares 23,226 $3.8M 0.02% +1,314 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218,461 shares; 2024Q4: 230,776 shares; 2025Q1: 241,276 shares; 2025Q2: 248,286 shares; 2025Q3: 251,781 shares; 2025Q4: 214,642 shares; 2026Q1: 39,516 shares; 2026Q2: 29,921 shares 29,921 $3.78M 0.02% -9,595 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: 18,292 shares; 2024Q4: 18,194 shares; 2025Q1: 20,773 shares; 2025Q2: 21,025 shares; 2025Q3: 20,918 shares; 2025Q4: 19,690 shares; 2026Q1: 18,392 shares; 2026Q2: 16,918 shares 16,918 $3.77M 0.02% -1,474 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,180 shares; 2024Q4: 17,262 shares; 2025Q1: 16,837 shares; 2025Q2: 18,683 shares; 2025Q3: 18,665 shares; 2025Q4: 17,470 shares; 2026Q1: 14,876 shares; 2026Q2: 12,912 shares 12,912 $3.62M 0.02% -1,964 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: 46,416 shares; 2024Q4: 49,619 shares; 2025Q1: 48,603 shares; 2025Q2: 45,674 shares; 2025Q3: 53,918 shares; 2025Q4: 51,333 shares; 2026Q1: 44,171 shares; 2026Q2: 45,997 shares 45,997 $3.57M 0.02% +1,826 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,088 shares; 2024Q4: 34,646 shares; 2025Q1: 33,225 shares; 2025Q2: 41,014 shares; 2025Q3: 41,287 shares; 2025Q4: 43,134 shares; 2026Q1: 39,601 shares; 2026Q2: 29,688 shares 29,688 $3.47M 0.02% -9,913 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: 17,836 shares; 2024Q4: 17,460 shares; 2025Q1: 16,690 shares; 2025Q2: 15,100 shares; 2025Q3: 15,343 shares; 2025Q4: 14,748 shares; 2026Q1: 14,605 shares; 2026Q2: 13,935 shares 13,935 $3.46M 0.02% -670 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: 42,476 shares; 2024Q4: 41,750 shares; 2025Q1: 40,018 shares; 2025Q2: 39,065 shares; 2025Q3: 37,011 shares; 2025Q4: 36,121 shares; 2026Q1: 34,628 shares; 2026Q2: 34,201 shares 34,201 $3.36M 0.02% -427 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: not reported; 2024Q4: not reported; 2025Q1: 374 shares; 2025Q2: 457 shares; 2025Q3: 451 shares; 2025Q4: 449 shares; 2026Q1: 2,938 shares; 2026Q2: 2,948 shares 2,948 $3.34M 0.02% +10 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,030 shares; 2024Q4: 46,221 shares; 2025Q1: 46,021 shares; 2025Q2: 49,916 shares; 2025Q3: 49,544 shares; 2025Q4: 59,532 shares; 2026Q1: 59,486 shares; 2026Q2: 60,000 shares 60,000 $3.31M 0.02% +514 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: 38,447 shares; 2024Q4: 38,545 shares; 2025Q1: 38,298 shares; 2025Q2: 47,315 shares; 2025Q3: 45,797 shares; 2025Q4: 85,428 shares; 2026Q1: 89,344 shares; 2026Q2: 60,868 shares 60,868 $3.23M 0.02% -28,476 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: 26,917 shares; 2024Q4: 27,158 shares; 2025Q1: 26,850 shares; 2025Q2: 26,760 shares; 2025Q3: 29,176 shares; 2025Q4: 28,692 shares; 2026Q1: 18,491 shares; 2026Q2: 27,300 shares 27,300 $3.21M 0.02% +8,809 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,370 shares; 2024Q4: 28,967 shares; 2025Q1: 29,116 shares; 2025Q2: 49,208 shares; 2025Q3: 51,001 shares; 2025Q4: 49,342 shares; 2026Q1: 44,760 shares; 2026Q2: 32,014 shares 32,014 $3.2M 0.02% -12,746 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: 10,859 shares; 2024Q4: 8,741 shares; 2025Q1: 7,840 shares; 2025Q2: 7,769 shares; 2025Q3: 6,814 shares; 2025Q4: 6,819 shares; 2026Q1: 6,528 shares; 2026Q2: 6,060 shares 6,060 $3.19M 0.02% -468 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,381 shares; 2024Q4: 49,022 shares; 2025Q1: 48,167 shares; 2025Q2: 61,747 shares; 2025Q3: 62,046 shares; 2025Q4: 59,008 shares; 2026Q1: 53,030 shares; 2026Q2: 39,145 shares 39,145 $3.19M 0.02% -13,885 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: 43,300 shares; 2024Q4: 41,389 shares; 2025Q1: 37,928 shares; 2025Q2: 37,668 shares; 2025Q3: 28,532 shares; 2025Q4: 26,513 shares; 2026Q1: 26,131 shares; 2026Q2: 24,152 shares 24,152 $3.15M 0.02% -1,979 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,448 shares; 2024Q4: 45,667 shares; 2025Q1: 50,052 shares; 2025Q2: 44,289 shares; 2025Q3: 65,577 shares; 2025Q4: 61,779 shares; 2026Q1: 58,434 shares; 2026Q2: 58,040 shares 58,040 $3.15M 0.02% -394 Timeline TWLO TWILIO INC More: the full row for TWILIO 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: 19,605 shares; 2026Q1: 19,558 shares; 2026Q2: 15,218 shares 15,218 $3.14M 0.02% -4,340 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,959 shares; 2024Q4: 32,259 shares; 2025Q1: 31,997 shares; 2025Q2: 30,749 shares; 2025Q3: 30,124 shares; 2025Q4: 27,698 shares; 2026Q1: 27,029 shares; 2026Q2: 25,457 shares 25,457 $3.12M 0.02% -1,572 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,565 shares; 2025Q2: 58,636 shares; 2025Q3: 64,481 shares; 2025Q4: 80,073 shares; 2026Q1: 90,542 shares; 2026Q2: 96,818 shares 96,818 $3.11M 0.02% +6,276 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,072 shares; 2024Q4: 37,213 shares; 2025Q1: 37,879 shares; 2025Q2: 37,773 shares; 2025Q3: 39,035 shares; 2025Q4: 38,950 shares; 2026Q1: 32,626 shares; 2026Q2: 32,199 shares 32,199 $3.11M 0.02% -427 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: 20,346 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,052 shares; 2025Q3: 5,105 shares; 2025Q4: 11,644 shares; 2026Q1: 12,018 shares; 2026Q2: 9,269 shares 9,269 $3.1M 0.02% -2,749 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,220 shares; 2024Q4: 57,018 shares; 2025Q1: 57,440 shares; 2025Q2: 60,839 shares; 2025Q3: 52,978 shares; 2025Q4: 49,033 shares; 2026Q1: 48,060 shares; 2026Q2: 42,693 shares 42,693 $3.1M 0.02% -5,367 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: 18,285 shares; 2024Q4: 18,605 shares; 2025Q1: 17,477 shares; 2025Q2: 16,888 shares; 2025Q3: 19,616 shares; 2025Q4: 16,224 shares; 2026Q1: 20,690 shares; 2026Q2: 21,915 shares 21,915 $3.07M 0.02% +1,225 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: 18,073 shares; 2024Q4: 18,809 shares; 2025Q1: 17,744 shares; 2025Q2: 15,145 shares; 2025Q3: 11,678 shares; 2025Q4: 11,500 shares; 2026Q1: 10,939 shares; 2026Q2: 9,166 shares 9,166 $3.04M 0.02% -1,773 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: 16,863 shares; 2024Q4: 15,555 shares; 2025Q1: 15,016 shares; 2025Q2: 14,496 shares; 2025Q3: 13,563 shares; 2025Q4: 12,080 shares; 2026Q1: 11,592 shares; 2026Q2: 11,863 shares 11,863 $3.03M 0.02% +271 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: 32,038 shares; 2024Q4: 32,446 shares; 2025Q1: 32,403 shares; 2025Q2: 38,459 shares; 2025Q3: 38,249 shares; 2025Q4: 32,810 shares; 2026Q1: 29,342 shares; 2026Q2: 24,353 shares 24,353 $3M 0.02% -4,989 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,185 shares; 2024Q4: 40,185 shares; 2025Q1: 40,222 shares; 2025Q2: 40,222 shares; 2025Q3: 40,287 shares; 2025Q4: 40,522 shares; 2026Q1: 37,715 shares; 2026Q2: 37,975 shares 37,975 $2.99M 0.02% +260 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,027 shares; 2024Q4: 22,275 shares; 2025Q1: 20,870 shares; 2025Q2: 21,195 shares; 2025Q3: 20,709 shares; 2025Q4: 19,969 shares; 2026Q1: 18,607 shares; 2026Q2: 16,958 shares 16,958 $2.98M 0.02% -1,649 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: 5,822 shares; 2024Q4: 5,814 shares; 2025Q1: 6,942 shares; 2025Q2: 7,083 shares; 2025Q3: 7,254 shares; 2025Q4: 7,522 shares; 2026Q1: 7,255 shares; 2026Q2: 6,570 shares 6,570 $2.98M 0.02% -685 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,692 shares; 2024Q4: 4,892 shares; 2025Q1: 5,959 shares; 2025Q2: 6,611 shares; 2025Q3: 8,309 shares; 2025Q4: 10,435 shares; 2026Q1: 10,711 shares; 2026Q2: 9,676 shares 9,676 $2.96M 0.02% -1,035 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: 26,176 shares; 2024Q4: 24,210 shares; 2025Q1: 22,575 shares; 2025Q2: 12,340 shares; 2025Q3: 13,311 shares; 2025Q4: 13,152 shares; 2026Q1: 10,638 shares; 2026Q2: 9,376 shares 9,376 $2.94M 0.02% -1,262 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: 12,481 shares; 2024Q4: 11,292 shares; 2025Q1: 10,850 shares; 2025Q2: 10,660 shares; 2025Q3: 9,430 shares; 2025Q4: 10,688 shares; 2026Q1: 12,562 shares; 2026Q2: 12,371 shares 12,371 $2.93M 0.02% -191 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: 77,797 shares; 2024Q4: 75,388 shares; 2025Q1: 66,514 shares; 2025Q2: 60,360 shares; 2025Q3: 49,766 shares; 2025Q4: 44,866 shares; 2026Q1: 45,818 shares; 2026Q2: 47,894 shares 47,894 $2.89M 0.02% +2,076 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,234 shares; 2024Q4: 14,754 shares; 2025Q1: 14,897 shares; 2025Q2: 21,360 shares; 2025Q3: 21,694 shares; 2025Q4: 20,709 shares; 2026Q1: 18,785 shares; 2026Q2: 13,487 shares 13,487 $2.88M 0.02% -5,298 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,206 shares; 2024Q4: 97,326 shares; 2025Q1: 96,543 shares; 2025Q2: 96,979 shares; 2025Q3: 98,216 shares; 2025Q4: 96,511 shares; 2026Q1: 89,511 shares; 2026Q2: 82,844 shares 82,844 $2.86M 0.02% -6,667 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,162 shares; 2024Q4: 23,111 shares; 2025Q1: 22,040 shares; 2025Q2: 27,120 shares; 2025Q3: 24,540 shares; 2025Q4: 28,323 shares; 2026Q1: 29,244 shares; 2026Q2: 29,898 shares 29,898 $2.84M 0.02% +654 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: 17,272 shares; 2024Q4: 17,406 shares; 2025Q1: 18,497 shares; 2025Q2: 21,143 shares; 2025Q3: 18,520 shares; 2025Q4: 54,049 shares; 2026Q1: 62,831 shares; 2026Q2: 66,901 shares 66,901 $2.84M 0.02% +4,070 Timeline GFLW VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,575 shares; 2026Q2: 82,092 shares 82,092 $2.81M 0.02% +18,517 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: 14,246 shares; 2024Q4: 14,332 shares; 2025Q1: 14,016 shares; 2025Q2: 13,667 shares; 2025Q3: 13,556 shares; 2025Q4: 12,526 shares; 2026Q1: 11,938 shares; 2026Q2: 12,714 shares 12,714 $2.81M 0.02% +776 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: 50,581 shares; 2024Q4: 48,894 shares; 2025Q1: 46,453 shares; 2025Q2: 42,772 shares; 2025Q3: 46,193 shares; 2025Q4: 44,913 shares; 2026Q1: 41,875 shares; 2026Q2: 37,826 shares 37,826 $2.81M 0.02% -4,049 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: 38,723 shares; 2024Q4: 36,034 shares; 2025Q1: 34,373 shares; 2025Q2: 31,751 shares; 2025Q3: 30,400 shares; 2025Q4: 29,241 shares; 2026Q1: 29,589 shares; 2026Q2: 30,961 shares 30,961 $2.8M 0.02% +1,372 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,021 shares; 2024Q4: 26,857 shares; 2025Q1: 23,396 shares; 2025Q2: 29,255 shares; 2025Q3: 29,159 shares; 2025Q4: 24,771 shares; 2026Q1: 22,129 shares; 2026Q2: 17,128 shares 17,128 $2.79M 0.02% -5,001 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: 30,751 shares; 2024Q4: 36,865 shares; 2025Q1: 28,400 shares; 2025Q2: 28,021 shares; 2025Q3: 26,347 shares; 2025Q4: 29,327 shares; 2026Q1: 25,706 shares; 2026Q2: 23,586 shares 23,586 $2.75M 0.02% -2,120 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,200 shares; 2024Q4: 12,200 shares; 2025Q1: 390,499 shares; 2025Q2: 395,999 shares; 2025Q3: 390,499 shares; 2025Q4: 390,499 shares; 2026Q1: 201,349 shares; 2026Q2: 196,349 shares 196,349 $2.74M 0.02% -5,000 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,303 shares; 2024Q4: 7,914 shares; 2025Q1: 7,428 shares; 2025Q2: 8,024 shares; 2025Q3: 8,191 shares; 2025Q4: 8,699 shares; 2026Q1: 10,669 shares; 2026Q2: 13,830 shares 13,830 $2.73M 0.02% +3,161 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: 69,355 shares; 2024Q4: 84,195 shares; 2025Q1: 76,793 shares; 2025Q2: 61,546 shares; 2025Q3: 29,303 shares; 2025Q4: 18,290 shares; 2026Q1: 17,643 shares; 2026Q2: 29,199 shares 29,199 $2.73M 0.02% +11,556 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,362 shares; 2024Q4: 31,981 shares; 2025Q1: 32,922 shares; 2025Q2: 32,922 shares; 2025Q3: 30,672 shares; 2025Q4: 30,672 shares; 2026Q1: 31,217 shares; 2026Q2: 31,341 shares 31,341 $2.72M 0.02% +124 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: 14,039 shares; 2024Q4: 14,039 shares; 2025Q1: 13,887 shares; 2025Q2: 13,600 shares; 2025Q3: 13,489 shares; 2025Q4: 14,115 shares; 2026Q1: 16,825 shares; 2026Q2: 17,387 shares 17,387 $2.72M 0.02% +562 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: 60,057 shares; 2024Q4: 60,963 shares; 2025Q1: 56,843 shares; 2025Q2: 56,981 shares; 2025Q3: 57,041 shares; 2025Q4: 68,719 shares; 2026Q1: 58,355 shares; 2026Q2: 35,818 shares 35,818 $2.7M 0.02% -22,537 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: 69,930 shares; 2024Q4: 70,777 shares; 2025Q1: 65,402 shares; 2025Q2: 58,010 shares; 2025Q3: 53,978 shares; 2025Q4: 49,466 shares; 2026Q1: 46,495 shares; 2026Q2: 37,144 shares 37,144 $2.68M 0.02% -9,351 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,307 shares; 2024Q4: 27,591 shares; 2025Q1: 27,248 shares; 2025Q2: 34,509 shares; 2025Q3: 34,511 shares; 2025Q4: 32,138 shares; 2026Q1: 29,806 shares; 2026Q2: 22,625 shares 22,625 $2.67M 0.02% -7,181 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,384 shares; 2024Q4: 15,126 shares; 2025Q1: 14,861 shares; 2025Q2: 19,666 shares; 2025Q3: 19,985 shares; 2025Q4: 19,230 shares; 2026Q1: 17,217 shares; 2026Q2: 12,460 shares 12,460 $2.65M 0.02% -4,757 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,311 shares; 2024Q4: 27,864 shares; 2025Q1: 28,456 shares; 2025Q2: 29,035 shares; 2025Q3: 29,066 shares; 2025Q4: 28,346 shares; 2026Q1: 27,236 shares; 2026Q2: 24,807 shares 24,807 $2.63M 0.02% -2,429 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,916 shares; 2024Q4: 13,360 shares; 2025Q1: 13,233 shares; 2025Q2: 13,219 shares; 2025Q3: 12,717 shares; 2025Q4: 12,669 shares; 2026Q1: 12,689 shares; 2026Q2: 10,789 shares 10,789 $2.62M 0.02% -1,900 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: 15,902 shares; 2024Q4: 17,426 shares; 2025Q1: 18,656 shares; 2025Q2: 19,195 shares; 2025Q3: 32,527 shares; 2025Q4: 29,020 shares; 2026Q1: 29,657 shares; 2026Q2: 30,178 shares 30,178 $2.58M 0.02% +521 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: 11,035 shares; 2024Q4: 9,138 shares; 2025Q1: 7,658 shares; 2025Q2: 7,750 shares; 2025Q3: 7,179 shares; 2025Q4: 7,425 shares; 2026Q1: 5,871 shares; 2026Q2: 9,254 shares 9,254 $2.58M 0.02% +3,383 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: 2,911 shares; 2024Q4: 2,837 shares; 2025Q1: 2,753 shares; 2025Q2: 2,668 shares; 2025Q3: 2,266 shares; 2025Q4: 2,758 shares; 2026Q1: 3,658 shares; 2026Q2: 3,408 shares 3,408 $2.58M 0.02% -250 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,469 shares; 2024Q4: 25,054 shares; 2025Q1: 23,821 shares; 2025Q2: 23,540 shares; 2025Q3: 22,992 shares; 2025Q4: 22,508 shares; 2026Q1: 20,641 shares; 2026Q2: 18,416 shares 18,416 $2.56M 0.02% -2,225 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,092 shares; 2024Q4: 9,836 shares; 2025Q1: 9,662 shares; 2025Q2: 12,832 shares; 2025Q3: 12,971 shares; 2025Q4: 12,551 shares; 2026Q1: 11,183 shares; 2026Q2: 8,073 shares 8,073 $2.56M 0.02% -3,110 Timeline HWKN HAWKINS INC More: the full row for HAWKINS 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: 10,040 shares; 2025Q4: 9,798 shares; 2026Q1: 18,446 shares; 2026Q2: 17,953 shares 17,953 $2.55M 0.02% -493 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: 20,161 shares; 2024Q4: 18,540 shares; 2025Q1: 18,226 shares; 2025Q2: 19,441 shares; 2025Q3: 17,469 shares; 2025Q4: 15,376 shares; 2026Q1: 15,639 shares; 2026Q2: 15,034 shares 15,034 $2.54M 0.02% -605 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: 18,729 shares; 2024Q4: 17,828 shares; 2025Q1: 9,828 shares; 2025Q2: 12,103 shares; 2025Q3: 9,756 shares; 2025Q4: 9,553 shares; 2026Q1: 9,622 shares; 2026Q2: 9,850 shares 9,850 $2.52M 0.02% +228 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: 4,441 shares; 2024Q4: 4,254 shares; 2025Q1: 3,863 shares; 2025Q2: 4,752 shares; 2025Q3: 8,860 shares; 2025Q4: 8,366 shares; 2026Q1: 7,599 shares; 2026Q2: 5,629 shares 5,629 $2.51M 0.01% -1,970 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: 373,735 shares; 2024Q4: 352,510 shares; 2025Q1: 35,432 shares; 2025Q2: 25,835 shares; 2025Q3: 25,400 shares; 2025Q4: 26,884 shares; 2026Q1: 36,398 shares; 2026Q2: 34,151 shares 34,151 $2.51M 0.01% -2,247 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: 375 shares; 2024Q4: 386 shares; 2025Q1: 380 shares; 2025Q2: 386 shares; 2025Q3: 1,657 shares; 2025Q4: 1,817 shares; 2026Q1: 556 shares; 2026Q2: 13,830 shares 13,830 $2.47M 0.01% +13,274 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: 69,971 shares; 2024Q4: 69,380 shares; 2025Q1: 69,380 shares; 2025Q2: 68,678 shares; 2025Q3: 68,678 shares; 2025Q4: 68,459 shares; 2026Q1: 66,839 shares; 2026Q2: 66,839 shares 66,839 $2.46M 0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,121 shares; 2024Q4: 22,986 shares; 2025Q1: 22,270 shares; 2025Q2: 28,153 shares; 2025Q3: 28,999 shares; 2025Q4: 24,410 shares; 2026Q1: 21,363 shares; 2026Q2: 16,119 shares 16,119 $2.45M 0.01% -5,244 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,962 shares; 2026Q2: 8,866 shares 8,866 $2.45M 0.01% +4,904 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: 5,908 shares; 2024Q4: 6,013 shares; 2025Q1: 5,507 shares; 2025Q2: 5,233 shares; 2025Q3: 16,813 shares; 2025Q4: 16,376 shares; 2026Q1: 14,390 shares; 2026Q2: 15,547 shares 15,547 $2.44M 0.01% +1,157 Timeline NTSI 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51,958 shares 51,958 $2.42M 0.01% new Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,574 shares; 2024Q4: 2,591 shares; 2025Q1: 17,422 shares; 2025Q2: 23,720 shares; 2025Q3: 24,059 shares; 2025Q4: 23,639 shares; 2026Q1: 21,328 shares; 2026Q2: 15,060 shares 15,060 $2.42M 0.01% -6,268 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: 49,697 shares; 2024Q4: 50,164 shares; 2025Q1: 47,175 shares; 2025Q2: 48,160 shares; 2025Q3: 45,120 shares; 2025Q4: 44,862 shares; 2026Q1: 47,576 shares; 2026Q2: 44,941 shares 44,941 $2.41M 0.01% -2,635 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,920 shares; 2024Q4: 27,915 shares; 2025Q1: 25,234 shares; 2025Q2: 26,283 shares; 2025Q3: 23,364 shares; 2025Q4: 22,771 shares; 2026Q1: 22,042 shares; 2026Q2: 22,012 shares 22,012 $2.4M 0.01% -30 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,685 shares; 2024Q4: 6,737 shares; 2025Q1: 6,598 shares; 2025Q2: 6,491 shares; 2025Q3: 6,337 shares; 2025Q4: 6,027 shares; 2026Q1: 5,842 shares; 2026Q2: 5,761 shares 5,761 $2.4M 0.01% -81 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,846 shares; 2024Q4: 32,028 shares; 2025Q1: 31,935 shares; 2025Q2: 41,277 shares; 2025Q3: 41,767 shares; 2025Q4: 35,669 shares; 2026Q1: 47,348 shares; 2026Q2: 34,181 shares 34,181 $2.38M 0.01% -13,167 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: 11,874 shares; 2024Q4: 11,627 shares; 2025Q1: 11,367 shares; 2025Q2: 10,845 shares; 2025Q3: 11,144 shares; 2025Q4: 19,632 shares; 2026Q1: 19,547 shares; 2026Q2: 20,289 shares 20,289 $2.38M 0.01% +742 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: 2,547 shares; 2024Q4: 2,505 shares; 2025Q1: 2,359 shares; 2025Q2: 2,131 shares; 2025Q3: 2,379 shares; 2025Q4: 2,801 shares; 2026Q1: 2,512 shares; 2026Q2: 19,889 shares 19,889 $2.38M 0.01% +17,377 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,797 shares; 2024Q4: 8,097 shares; 2025Q1: 10,192 shares; 2025Q2: 19,137 shares; 2025Q3: 19,583 shares; 2025Q4: 19,107 shares; 2026Q1: 16,853 shares; 2026Q2: 12,088 shares 12,088 $2.34M 0.01% -4,765 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,851 shares; 2024Q4: 28,164 shares; 2025Q1: 28,423 shares; 2025Q2: 29,155 shares; 2025Q3: 28,537 shares; 2025Q4: 29,920 shares; 2026Q1: 28,312 shares; 2026Q2: 29,410 shares 29,410 $2.32M 0.01% +1,098 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 407,187 shares; 2024Q4: 291,020 shares; 2025Q1: 68,924 shares; 2025Q2: 31,659 shares; 2025Q3: 21,083 shares; 2025Q4: 14,972 shares; 2026Q1: 14,044 shares; 2026Q2: 13,174 shares 13,174 $2.31M 0.01% -870 Timeline SPSK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,954 shares; 2024Q4: 22,454 shares; 2025Q1: 22,654 shares; 2025Q2: 22,936 shares; 2025Q3: 26,689 shares; 2025Q4: 34,689 shares; 2026Q1: 55,552 shares; 2026Q2: 127,712 shares 127,712 $2.3M 0.01% +72,160 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: 11,448 shares; 2024Q4: 11,253 shares; 2025Q1: 11,389 shares; 2025Q2: 12,422 shares; 2025Q3: 12,488 shares; 2025Q4: 11,615 shares; 2026Q1: 10,575 shares; 2026Q2: 7,991 shares 7,991 $2.26M 0.01% -2,584 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,040 shares; 2024Q4: 21,013 shares; 2025Q1: 21,007 shares; 2025Q2: 21,159 shares; 2025Q3: 21,422 shares; 2025Q4: 21,934 shares; 2026Q1: 21,554 shares; 2026Q2: 21,528 shares 21,528 $2.22M 0.01% -26 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,077 shares; 2024Q4: 1,077 shares; 2025Q1: 1,077 shares; 2025Q2: 1,077 shares; 2025Q3: 1,077 shares; 2025Q4: 1,077 shares; 2026Q1: 1,077 shares; 2026Q2: 1,050 shares 1,050 $2.18M 0.01% -27 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,835 shares; 2024Q4: 25,779 shares; 2025Q1: 26,941 shares; 2025Q2: 11,810 shares; 2025Q3: 11,338 shares; 2025Q4: 39,421 shares; 2026Q1: 41,494 shares; 2026Q2: 38,557 shares 38,557 $2.18M 0.01% -2,937 Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,139 shares; 2024Q4: 46,139 shares; 2025Q1: 46,139 shares; 2025Q2: 46,314 shares; 2025Q3: 46,139 shares; 2025Q4: 46,139 shares; 2026Q1: 46,139 shares; 2026Q2: 46,139 shares 46,139 $2.16M 0.01% 0 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,684 shares; 2026Q2: 47,056 shares 47,056 $2.15M 0.01% +20,372 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,497 shares; 2024Q4: 6,360 shares; 2025Q1: 7,519 shares; 2025Q2: 7,383 shares; 2025Q3: 7,347 shares; 2025Q4: 7,325 shares; 2026Q1: 7,379 shares; 2026Q2: 7,408 shares 7,408 $2.14M 0.01% +29 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,012 shares; 2024Q4: 15,012 shares; 2025Q1: 14,832 shares; 2025Q2: 14,832 shares; 2025Q3: 14,682 shares; 2025Q4: 15,332 shares; 2026Q1: 22,136 shares; 2026Q2: 22,194 shares 22,194 $2.12M 0.01% +58 Timeline UNG UNITED STS NAT GAS FD LP More: the full row for UNITED STS NAT GAS FD LP 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: 180,194 shares 180,194 $2.11M 0.01% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,666 shares; 2024Q4: 30,071 shares; 2025Q1: 31,705 shares; 2025Q2: 43,810 shares; 2025Q3: 44,928 shares; 2025Q4: 39,766 shares; 2026Q1: 40,604 shares; 2026Q2: 32,795 shares 32,795 $2.11M 0.01% -7,809 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,026 shares; 2025Q3: 26,070 shares; 2025Q4: 25,365 shares; 2026Q1: 22,747 shares; 2026Q2: 16,199 shares 16,199 $2.09M 0.01% -6,548 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,021 shares; 2024Q4: 26,424 shares; 2025Q1: 36,717 shares; 2025Q2: 37,393 shares; 2025Q3: 39,232 shares; 2025Q4: 40,920 shares; 2026Q1: 41,844 shares; 2026Q2: 43,173 shares 43,173 $2.09M 0.01% +1,329 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,845 shares; 2024Q4: 20,954 shares; 2025Q1: 18,010 shares; 2025Q2: 19,913 shares; 2025Q3: 20,590 shares; 2025Q4: 20,256 shares; 2026Q1: 30,167 shares; 2026Q2: 19,592 shares 19,592 $2.08M 0.01% -10,575 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: 3,204 shares; 2024Q4: 3,054 shares; 2025Q1: 2,958 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,960 shares; 2026Q2: 2,939 shares 2,939 $2.07M 0.01% -21 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,173 shares; 2024Q4: 16,683 shares; 2025Q1: 17,238 shares; 2025Q2: 20,017 shares; 2025Q3: 20,399 shares; 2025Q4: 23,405 shares; 2026Q1: 21,517 shares; 2026Q2: 15,280 shares 15,280 $2.06M 0.01% -6,237 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: 6,876 shares; 2024Q4: 7,625 shares; 2025Q1: 7,504 shares; 2025Q2: 8,146 shares; 2025Q3: 8,070 shares; 2025Q4: 8,841 shares; 2026Q1: 14,920 shares; 2026Q2: 9,609 shares 9,609 $2.04M 0.01% -5,311 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN 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: 15,691 shares; 2026Q1: 14,722 shares; 2026Q2: 10,817 shares 10,817 $2.04M 0.01% -3,905 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: 16,840 shares; 2024Q4: 15,793 shares; 2025Q1: 15,864 shares; 2025Q2: 14,769 shares; 2025Q3: 14,479 shares; 2025Q4: 14,423 shares; 2026Q1: 14,258 shares; 2026Q2: 14,005 shares 14,005 $2.03M 0.01% -253 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,167 shares; 2024Q4: 25,044 shares; 2025Q1: 24,752 shares; 2025Q2: 21,881 shares; 2025Q3: 14,893 shares; 2025Q4: 18,665 shares; 2026Q1: 17,648 shares; 2026Q2: 17,038 shares 17,038 $2M 0.01% -610 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: 30,325 shares; 2024Q4: 21,626 shares; 2025Q1: 21,611 shares; 2025Q2: 21,593 shares; 2025Q3: 21,593 shares; 2025Q4: 18,834 shares; 2026Q1: 18,834 shares; 2026Q2: 16,834 shares 16,834 $2M 0.01% -2,000 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,507 shares; 2024Q4: 4,338 shares; 2025Q1: 4,418 shares; 2025Q2: 6,932 shares; 2025Q3: 7,074 shares; 2025Q4: 6,211 shares; 2026Q1: 5,590 shares; 2026Q2: 4,432 shares 4,432 $2M 0.01% -1,158 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: 4,382 shares; 2024Q4: 4,946 shares; 2025Q1: 5,500 shares; 2025Q2: 5,403 shares; 2025Q3: 5,799 shares; 2025Q4: 6,107 shares; 2026Q1: 5,852 shares; 2026Q2: 4,803 shares 4,803 $1.99M 0.01% -1,049 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: 19,648 shares; 2024Q4: 19,193 shares; 2025Q1: 18,519 shares; 2025Q2: 16,887 shares; 2025Q3: 16,239 shares; 2025Q4: 14,926 shares; 2026Q1: 15,264 shares; 2026Q2: 11,699 shares 11,699 $1.99M 0.01% -3,565 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,012 shares; 2024Q4: 43,198 shares; 2025Q1: 49,019 shares; 2025Q2: 68,543 shares; 2025Q3: 68,689 shares; 2025Q4: 64,024 shares; 2026Q1: 57,969 shares; 2026Q2: 41,665 shares 41,665 $1.99M 0.01% -16,304 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 18,000 shares; 2026Q2: 18,000 shares 18,000 $1.99M 0.01% 0 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: 42,896 shares; 2024Q4: 41,280 shares; 2025Q1: 39,278 shares; 2025Q2: 36,338 shares; 2025Q3: 41,050 shares; 2025Q4: 41,189 shares; 2026Q1: 34,161 shares; 2026Q2: 25,340 shares 25,340 $1.98M 0.01% -8,821 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: not reported; 2024Q4: 5,400 shares; 2025Q1: 15,475 shares; 2025Q2: 20,526 shares; 2025Q3: 18,750 shares; 2025Q4: 16,715 shares; 2026Q1: 14,227 shares; 2026Q2: 7,591 shares 7,591 $1.98M 0.01% -6,636 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,142 shares; 2024Q4: 14,767 shares; 2025Q1: 14,485 shares; 2025Q2: 18,661 shares; 2025Q3: 17,724 shares; 2025Q4: 17,098 shares; 2026Q1: 15,378 shares; 2026Q2: 11,040 shares 11,040 $1.96M 0.01% -4,338 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: 5,944 shares; 2024Q4: 5,769 shares; 2025Q1: 5,334 shares; 2025Q2: 5,337 shares; 2025Q3: 5,091 shares; 2025Q4: 6,299 shares; 2026Q1: 6,579 shares; 2026Q2: 7,095 shares 7,095 $1.96M 0.01% +516 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,420 shares; 2024Q4: 37,100 shares; 2025Q1: 36,604 shares; 2025Q2: 34,970 shares; 2025Q3: 34,598 shares; 2025Q4: 31,520 shares; 2026Q1: 28,539 shares; 2026Q2: 27,158 shares 27,158 $1.94M 0.01% -1,381 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,640 shares; 2024Q4: 23,115 shares; 2025Q1: 24,119 shares; 2025Q2: 46,689 shares; 2025Q3: 47,545 shares; 2025Q4: 41,055 shares; 2026Q1: 39,142 shares; 2026Q2: 28,350 shares 28,350 $1.93M 0.01% -10,792 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,514 shares; 2026Q2: 46,540 shares 46,540 $1.92M 0.01% +39,026 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: 14,418 shares; 2024Q4: 14,440 shares; 2025Q1: 16,488 shares; 2025Q2: 16,488 shares; 2025Q3: 17,515 shares; 2025Q4: 3,551 shares; 2026Q1: 15,269 shares; 2026Q2: 15,131 shares 15,131 $1.92M 0.01% -138 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232,468 shares; 2024Q4: 232,893 shares; 2025Q1: 67,846 shares; 2025Q2: 33,851 shares; 2025Q3: 24,088 shares; 2025Q4: 18,708 shares; 2026Q1: 16,464 shares; 2026Q2: 13,894 shares 13,894 $1.91M 0.01% -2,570 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,014 shares 10,014 $1.9M 0.01% new 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: 13,951 shares; 2024Q4: 13,035 shares; 2025Q1: 14,915 shares; 2025Q2: 25,494 shares; 2025Q3: 26,063 shares; 2025Q4: 25,221 shares; 2026Q1: 20,799 shares; 2026Q2: 20,537 shares 20,537 $1.89M 0.01% -262 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236,960 shares; 2024Q4: 238,754 shares; 2025Q1: 239,934 shares; 2025Q2: 234,919 shares; 2025Q3: 75,554 shares; 2025Q4: 48,431 shares; 2026Q1: 33,859 shares; 2026Q2: 25,677 shares 25,677 $1.85M 0.01% -8,182 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,498 shares; 2024Q4: 23,399 shares; 2025Q1: 20,596 shares; 2025Q2: 22,435 shares; 2025Q3: 22,138 shares; 2025Q4: 21,358 shares; 2026Q1: 18,977 shares; 2026Q2: 13,818 shares 13,818 $1.84M 0.01% -5,159 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,922 shares; 2024Q4: 3,810 shares; 2025Q1: 1,600 shares; 2025Q2: 1,590 shares; 2025Q3: not reported; 2025Q4: 2,520 shares; 2026Q1: 4,421 shares; 2026Q2: 15,397 shares 15,397 $1.82M 0.01% +10,976 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: 54,410 shares; 2024Q4: 51,280 shares; 2025Q1: 36,772 shares; 2025Q2: 32,717 shares; 2025Q3: 27,687 shares; 2025Q4: 24,772 shares; 2026Q1: 21,638 shares; 2026Q2: 17,751 shares 17,751 $1.81M 0.01% -3,887 Timeline RYN RAYONIER INC More: the full row for RAYONIER 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: 44,480 shares; 2025Q4: 47,353 shares; 2026Q1: 92,071 shares; 2026Q2: 84,696 shares 84,696 $1.8M 0.01% -7,375 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,718 shares; 2025Q4: 2,926 shares; 2026Q1: 2,913 shares; 2026Q2: 10,575 shares 10,575 $1.79M 0.01% +7,662 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,558 shares; 2024Q4: 44,924 shares; 2025Q1: 21,467 shares; 2025Q2: 16,112 shares; 2025Q3: 13,753 shares; 2025Q4: 11,990 shares; 2026Q1: 42,489 shares; 2026Q2: 34,675 shares 34,675 $1.77M 0.01% -7,814 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: 10,925 shares; 2024Q4: 11,099 shares; 2025Q1: 10,028 shares; 2025Q2: 9,872 shares; 2025Q3: 9,678 shares; 2025Q4: 8,971 shares; 2026Q1: 6,771 shares; 2026Q2: 4,708 shares 4,708 $1.77M 0.01% -2,063 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,075 shares; 2024Q4: 24,225 shares; 2025Q1: 23,319 shares; 2025Q2: 23,160 shares; 2025Q3: 21,891 shares; 2025Q4: 24,173 shares; 2026Q1: 13,552 shares; 2026Q2: 12,438 shares 12,438 $1.76M 0.01% -1,114 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,555 shares; 2024Q4: 57,302 shares; 2025Q1: 55,825 shares; 2025Q2: 55,596 shares; 2025Q3: 46,565 shares; 2025Q4: 65,298 shares; 2026Q1: 41,363 shares; 2026Q2: 32,745 shares 32,745 $1.75M 0.01% -8,618 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,995 shares; 2025Q1: 2,002 shares; 2025Q2: 2,002 shares; 2025Q3: 2,013 shares; 2025Q4: 2,034 shares; 2026Q1: 2,216 shares; 2026Q2: 2,284 shares 2,284 $1.73M 0.01% +68 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,789 shares; 2024Q4: 9,345 shares; 2025Q1: 8,845 shares; 2025Q2: 8,024 shares; 2025Q3: 9,213 shares; 2025Q4: 9,594 shares; 2026Q1: 7,682 shares; 2026Q2: 5,901 shares 5,901 $1.73M 0.01% -1,781 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: 133,090 shares; 2024Q4: 33,090 shares; 2025Q1: 42,205 shares; 2025Q2: 68,205 shares; 2025Q3: 53,327 shares; 2025Q4: 49,389 shares; 2026Q1: 67,526 shares; 2026Q2: 90,282 shares 90,282 $1.73M 0.01% +22,756 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,805 shares; 2024Q4: 13,568 shares; 2025Q1: 13,568 shares; 2025Q2: 26,232 shares; 2025Q3: 25,579 shares; 2025Q4: 25,478 shares; 2026Q1: 39,471 shares; 2026Q2: 30,819 shares 30,819 $1.69M 0.01% -8,652 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,866 shares; 2024Q4: 57,249 shares; 2025Q1: 64,812 shares; 2025Q2: 65,125 shares; 2025Q3: 64,059 shares; 2025Q4: 59,944 shares; 2026Q1: 59,830 shares; 2026Q2: 59,179 shares 59,179 $1.69M 0.01% -651 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,607 shares; 2026Q2: 28,041 shares 28,041 $1.69M 0.01% -2,566 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,954 shares; 2024Q4: 55,589 shares; 2025Q1: 61,704 shares; 2025Q2: 64,657 shares; 2025Q3: 61,142 shares; 2025Q4: 56,713 shares; 2026Q1: 53,484 shares; 2026Q2: 48,382 shares 48,382 $1.68M 0.01% -5,102 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: 18,324 shares; 2024Q4: 17,622 shares; 2025Q1: 15,942 shares; 2025Q2: 22,135 shares; 2025Q3: 21,340 shares; 2025Q4: 20,967 shares; 2026Q1: 20,444 shares; 2026Q2: 19,909 shares 19,909 $1.67M 0.01% -535 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: 7,730 shares; 2024Q4: 8,421 shares; 2025Q1: 10,969 shares; 2025Q2: 10,946 shares; 2025Q3: 10,594 shares; 2025Q4: 9,153 shares; 2026Q1: 6,478 shares; 2026Q2: 4,639 shares 4,639 $1.67M 0.01% -1,839 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,791 shares; 2024Q4: 20,160 shares; 2025Q1: 13,850 shares; 2025Q2: 17,884 shares; 2025Q3: 18,090 shares; 2025Q4: 18,490 shares; 2026Q1: 16,429 shares; 2026Q2: 12,347 shares 12,347 $1.66M 0.01% -4,082 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: 38,986 shares; 2024Q4: 36,654 shares; 2025Q1: 36,495 shares; 2025Q2: 36,432 shares; 2025Q3: 36,550 shares; 2025Q4: 36,581 shares; 2026Q1: 36,724 shares; 2026Q2: 36,643 shares 36,643 $1.65M 0.01% -81 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,004 shares; 2024Q4: 30,615 shares; 2025Q1: 29,827 shares; 2025Q2: 31,224 shares; 2025Q3: 29,623 shares; 2025Q4: 29,586 shares; 2026Q1: 31,024 shares; 2026Q2: 31,402 shares 31,402 $1.65M 0.01% +378 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: 13,342 shares; 2024Q4: 12,801 shares; 2025Q1: 12,060 shares; 2025Q2: 11,754 shares; 2025Q3: 11,162 shares; 2025Q4: 11,372 shares; 2026Q1: 11,366 shares; 2026Q2: 10,355 shares 10,355 $1.64M 0.01% -1,011 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV 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: 90,818 shares; 2026Q2: 93,250 shares 93,250 $1.62M 0.01% +2,432 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,552 shares; 2024Q4: 38,002 shares; 2025Q1: 15,979 shares; 2025Q2: 16,522 shares; 2025Q3: 16,204 shares; 2025Q4: 17,313 shares; 2026Q1: 23,116 shares; 2026Q2: 21,062 shares 21,062 $1.62M 0.01% -2,054 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,377 shares; 2024Q4: 29,273 shares; 2025Q1: 29,844 shares; 2025Q2: 37,458 shares; 2025Q3: 35,797 shares; 2025Q4: 44,518 shares; 2026Q1: 43,806 shares; 2026Q2: 34,991 shares 34,991 $1.62M 0.01% -8,815 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 296,800 shares; 2024Q4: 265,620 shares; 2025Q1: 311,139 shares; 2025Q2: 313,909 shares; 2025Q3: 312,982 shares; 2025Q4: 230,083 shares; 2026Q1: 34,173 shares; 2026Q2: 21,270 shares 21,270 $1.61M 0.01% -12,903 Timeline QXO QXO INC More: the full row for QXO 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: 93,183 shares 93,183 $1.61M 0.01% new Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,457 shares; 2024Q4: 72,496 shares; 2025Q1: 75,039 shares; 2025Q2: 74,452 shares; 2025Q3: 71,865 shares; 2025Q4: 73,477 shares; 2026Q1: 43,567 shares; 2026Q2: 62,745 shares 62,745 $1.61M 0.01% +19,178 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,987 shares; 2024Q4: 16,692 shares; 2025Q1: 18,231 shares; 2025Q2: 37,633 shares; 2025Q3: 38,416 shares; 2025Q4: 33,998 shares; 2026Q1: 32,250 shares; 2026Q2: 23,703 shares 23,703 $1.61M 0.01% -8,547 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,211 shares; 2025Q1: 7,757 shares; 2025Q2: 8,199 shares; 2025Q3: 10,023 shares; 2025Q4: 9,736 shares; 2026Q1: 9,736 shares; 2026Q2: 9,736 shares 9,736 $1.59M 0.01% 0 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,046 shares; 2024Q4: 13,046 shares; 2025Q1: 12,976 shares; 2025Q2: 12,776 shares; 2025Q3: 13,245 shares; 2025Q4: 12,796 shares; 2026Q1: 12,842 shares; 2026Q2: 12,822 shares 12,822 $1.58M 0.01% -20 Timeline QGEN QIAGEN NV More: the full row for QIAGEN NV 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: 40,238 shares 40,238 $1.57M 0.01% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,904 shares; 2024Q4: 24,029 shares; 2025Q1: 23,957 shares; 2025Q2: 22,411 shares; 2025Q3: 21,682 shares; 2025Q4: 19,963 shares; 2026Q1: 19,696 shares; 2026Q2: 16,295 shares 16,295 $1.57M 0.01% -3,401 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: 7,229 shares; 2024Q4: 7,820 shares; 2025Q1: 6,784 shares; 2025Q2: 7,727 shares; 2025Q3: 28,147 shares; 2025Q4: 27,401 shares; 2026Q1: 24,301 shares; 2026Q2: 25,295 shares 25,295 $1.56M 0.01% +994 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,128 shares; 2024Q4: 18,118 shares; 2025Q1: 18,269 shares; 2025Q2: 19,614 shares; 2025Q3: 18,118 shares; 2025Q4: 18,565 shares; 2026Q1: 18,128 shares; 2026Q2: 25,464 shares 25,464 $1.55M 0.01% +7,336 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: 7,050 shares; 2024Q4: 6,704 shares; 2025Q1: 10,082 shares; 2025Q2: 13,125 shares; 2025Q3: 12,880 shares; 2025Q4: 12,417 shares; 2026Q1: 10,306 shares; 2026Q2: 7,704 shares 7,704 $1.55M 0.01% -2,602 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: 11,684 shares; 2024Q4: 11,927 shares; 2025Q1: 10,932 shares; 2025Q2: 9,270 shares; 2025Q3: 9,392 shares; 2025Q4: 10,470 shares; 2026Q1: 12,245 shares; 2026Q2: 12,157 shares 12,157 $1.54M 0.01% -88 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,862 shares; 2024Q4: 8,541 shares; 2025Q1: 10,328 shares; 2025Q2: 12,173 shares; 2025Q3: 11,327 shares; 2025Q4: 10,623 shares; 2026Q1: 10,048 shares; 2026Q2: 5,222 shares 5,222 $1.53M 0.01% -4,826 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,639 shares; 2024Q4: 20,811 shares; 2025Q1: 17,184 shares; 2025Q2: 17,942 shares; 2025Q3: 102,950 shares; 2025Q4: 99,722 shares; 2026Q1: 62,830 shares; 2026Q2: 33,969 shares 33,969 $1.53M 0.01% -28,861 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: 2,763 shares; 2024Q4: 2,741 shares; 2025Q1: 1,217 shares; 2025Q2: 1,214 shares; 2025Q3: 1,224 shares; 2025Q4: 1,151 shares; 2026Q1: 1,122 shares; 2026Q2: 1,113 shares 1,113 $1.51M 0.01% -9 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: 1,951 shares; 2024Q4: 1,764 shares; 2025Q1: 1,683 shares; 2025Q2: 1,597 shares; 2025Q3: 1,448 shares; 2025Q4: 1,441 shares; 2026Q1: 977 shares; 2026Q2: 761 shares 761 $1.51M 0.01% -216 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,765 shares; 2024Q4: 54,311 shares; 2025Q1: 52,918 shares; 2025Q2: 66,021 shares; 2025Q3: 75,273 shares; 2025Q4: 70,298 shares; 2026Q1: 107,849 shares; 2026Q2: 108,626 shares 108,626 $1.51M 0.01% +777 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,633 shares; 2024Q4: 64,634 shares; 2025Q1: 64,634 shares; 2025Q2: 46,718 shares; 2025Q3: 68,349 shares; 2025Q4: 68,349 shares; 2026Q1: 89,734 shares; 2026Q2: 109,719 shares 109,719 $1.48M 0.01% +19,985 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,484 shares; 2025Q4: 1,455 shares; 2026Q1: 1,233 shares; 2026Q2: 1,593 shares 1,593 $1.48M 0.01% +360 Timeline VTR VENTAS INC More: the full row for VENTAS 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: 16,635 shares 16,635 $1.48M 0.01% new Timeline AAEQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,580 shares; 2026Q2: 27,580 shares 27,580 $1.47M 0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,636 shares; 2024Q4: 3,602 shares; 2025Q1: 3,571 shares; 2025Q2: 3,405 shares; 2025Q3: 3,804 shares; 2025Q4: 3,625 shares; 2026Q1: 3,631 shares; 2026Q2: 3,684 shares 3,684 $1.46M 0.01% +53 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,616 shares; 2025Q3: 19,282 shares; 2025Q4: 18,758 shares; 2026Q1: 16,715 shares; 2026Q2: 17,496 shares 17,496 $1.45M 0.01% +781 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: 97,694 shares; 2024Q4: 102,073 shares; 2025Q1: 79,051 shares; 2025Q2: 68,435 shares; 2025Q3: 68,854 shares; 2025Q4: 68,520 shares; 2026Q1: 54,010 shares; 2026Q2: 57,602 shares 57,602 $1.44M 0.01% +3,592 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,396 shares; 2024Q4: 46,668 shares; 2025Q1: 49,669 shares; 2025Q2: 51,223 shares; 2025Q3: 49,985 shares; 2025Q4: 51,354 shares; 2026Q1: 51,122 shares; 2026Q2: 56,740 shares 56,740 $1.44M 0.01% +5,618 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,423 shares; 2026Q2: 8,716 shares 8,716 $1.42M 0.01% -707 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,324 shares; 2024Q4: 113,330 shares; 2025Q1: 47,159 shares; 2025Q2: 42,195 shares; 2025Q3: 40,491 shares; 2025Q4: 24,332 shares; 2026Q1: 11,323 shares; 2026Q2: 8,058 shares 8,058 $1.42M 0.01% -3,265 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,372 shares; 2026Q2: 24,105 shares 24,105 $1.42M 0.01% +6,733 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,954 shares; 2024Q4: 91,867 shares; 2025Q1: 91,868 shares; 2025Q2: 61,655 shares; 2025Q3: 60,283 shares; 2025Q4: 61,988 shares; 2026Q1: 60,810 shares; 2026Q2: 59,856 shares 59,856 $1.41M 0.01% -954 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,928 shares; 2024Q4: 1,793 shares; 2025Q1: 1,871 shares; 2025Q2: 1,693 shares; 2025Q3: 5,005 shares; 2025Q4: 6,246 shares; 2026Q1: 6,536 shares; 2026Q2: 8,360 shares 8,360 $1.41M 0.01% +1,824 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: 45,422 shares; 2024Q4: 44,257 shares; 2025Q1: 45,057 shares; 2025Q2: 36,442 shares; 2025Q3: 19,853 shares; 2025Q4: 29,003 shares; 2026Q1: 21,537 shares; 2026Q2: 28,929 shares 28,929 $1.39M 0.01% +7,392 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,727 shares; 2026Q2: 17,807 shares 17,807 $1.38M 0.01% +3,080 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,551 shares; 2024Q4: 57,527 shares; 2025Q1: 53,563 shares; 2025Q2: 62,318 shares; 2025Q3: 62,020 shares; 2025Q4: 59,206 shares; 2026Q1: 56,907 shares; 2026Q2: 42,414 shares 42,414 $1.38M 0.01% -14,493 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,533 shares; 2024Q4: 25,541 shares; 2025Q1: 25,477 shares; 2025Q2: 35,283 shares; 2025Q3: 35,580 shares; 2025Q4: 31,001 shares; 2026Q1: 29,029 shares; 2026Q2: 20,797 shares 20,797 $1.38M 0.01% -8,232 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: 860 shares; 2024Q4: 515 shares; 2025Q1: 520 shares; 2025Q2: 521 shares; 2025Q3: 521 shares; 2025Q4: 556 shares; 2026Q1: 399 shares; 2026Q2: 426 shares 426 $1.36M 0.01% +27 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,697 shares; 2024Q4: 36,034 shares; 2025Q1: 42,851 shares; 2025Q2: 40,537 shares; 2025Q3: 43,592 shares; 2025Q4: 36,973 shares; 2026Q1: 32,103 shares; 2026Q2: 38,890 shares 38,890 $1.32M 0.01% +6,787 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: 40,644 shares; 2024Q4: 35,467 shares; 2025Q1: 26,905 shares; 2025Q2: 30,218 shares; 2025Q3: 29,228 shares; 2025Q4: 20,530 shares; 2026Q1: 19,870 shares; 2026Q2: 16,741 shares 16,741 $1.32M 0.01% -3,129 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,210 shares; 2024Q4: 6,014 shares; 2025Q1: 5,945 shares; 2025Q2: 6,164 shares; 2025Q3: 6,480 shares; 2025Q4: 6,504 shares; 2026Q1: 7,184 shares; 2026Q2: 7,151 shares 7,151 $1.31M 0.01% -33 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,963 shares 12,963 $1.31M 0.01% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,104 shares; 2024Q4: 44,131 shares; 2025Q1: 41,138 shares; 2025Q2: 38,774 shares; 2025Q3: 36,384 shares; 2025Q4: 36,404 shares; 2026Q1: 34,382 shares; 2026Q2: 34,779 shares 34,779 $1.29M 0.01% +397 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: 47,319 shares; 2024Q4: 44,875 shares; 2025Q1: 35,736 shares; 2025Q2: 19,751 shares; 2025Q3: 14,915 shares; 2025Q4: 13,681 shares; 2026Q1: 12,590 shares; 2026Q2: 11,873 shares 11,873 $1.28M 0.01% -717 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: 6,695 shares; 2024Q4: 6,732 shares; 2025Q1: 5,262 shares; 2025Q2: 5,041 shares; 2025Q3: 5,046 shares; 2025Q4: 4,926 shares; 2026Q1: 3,342 shares; 2026Q2: 3,450 shares 3,450 $1.28M 0.01% +108 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,174 shares; 2024Q4: 4,799 shares; 2025Q1: 5,464 shares; 2025Q2: 3,476 shares; 2025Q3: 3,509 shares; 2025Q4: 4,178 shares; 2026Q1: 4,168 shares; 2026Q2: 13,509 shares 13,509 $1.28M 0.01% +9,341 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: 10,580 shares; 2024Q4: 10,064 shares; 2025Q1: 10,025 shares; 2025Q2: 9,659 shares; 2025Q3: 9,236 shares; 2025Q4: 8,815 shares; 2026Q1: 9,076 shares; 2026Q2: 7,623 shares 7,623 $1.27M 0.01% -1,453 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: 8,702 shares; 2024Q4: 8,306 shares; 2025Q1: 8,282 shares; 2025Q2: 8,289 shares; 2025Q3: 8,333 shares; 2025Q4: 8,188 shares; 2026Q1: 8,014 shares; 2026Q2: 7,883 shares 7,883 $1.26M 0.01% -131 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,036 shares; 2024Q4: 40,603 shares; 2025Q1: 16,550 shares; 2025Q2: 10,874 shares; 2025Q3: 7,033 shares; 2025Q4: 4,940 shares; 2026Q1: 4,215 shares; 2026Q2: 3,514 shares 3,514 $1.26M 0.01% -701 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,061 shares; 2024Q4: 10,558 shares; 2025Q1: 10,358 shares; 2025Q2: 9,466 shares; 2025Q3: 9,166 shares; 2025Q4: 9,979 shares; 2026Q1: 9,833 shares; 2026Q2: 9,778 shares 9,778 $1.25M 0.01% -55 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,092 shares; 2024Q4: 11,592 shares; 2025Q1: 11,592 shares; 2025Q2: 11,592 shares; 2025Q3: 11,619 shares; 2025Q4: 11,586 shares; 2026Q1: 11,586 shares; 2026Q2: 11,677 shares 11,677 $1.25M 0.01% +91 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,655 shares; 2024Q4: 18,063 shares; 2025Q1: 15,905 shares; 2025Q2: 14,295 shares; 2025Q3: 12,672 shares; 2025Q4: 12,080 shares; 2026Q1: 11,632 shares; 2026Q2: 10,258 shares 10,258 $1.24M 0.01% -1,374 Timeline KFRC KFORCE INC More: the full row for KFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,118 shares; 2024Q4: 34,211 shares; 2025Q1: 34,575 shares; 2025Q2: 34,781 shares; 2025Q3: 34,219 shares; 2025Q4: 30,978 shares; 2026Q1: 29,003 shares; 2026Q2: 26,434 shares 26,434 $1.24M 0.01% -2,569 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,557 shares; 2025Q2: 2,167 shares; 2025Q3: 2,911 shares; 2025Q4: 2,910 shares; 2026Q1: 2,910 shares; 2026Q2: 4,511 shares 4,511 $1.23M 0.01% +1,601 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,365 shares; 2024Q4: 10,225 shares; 2025Q1: 9,817 shares; 2025Q2: 9,491 shares; 2025Q3: 9,545 shares; 2025Q4: 9,277 shares; 2026Q1: 9,394 shares; 2026Q2: 10,279 shares 10,279 $1.23M 0.01% +885 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: 1,266 shares; 2024Q4: 1,266 shares; 2025Q1: 1,266 shares; 2025Q2: 1,147 shares; 2025Q3: 973 shares; 2025Q4: 973 shares; 2026Q1: 1,057 shares; 2026Q2: 1,057 shares 1,057 $1.21M 0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,320 shares; 2024Q4: 24,235 shares; 2025Q1: 24,235 shares; 2025Q2: 24,235 shares; 2025Q3: 24,200 shares; 2025Q4: 24,549 shares; 2026Q1: 24,099 shares; 2026Q2: 24,099 shares 24,099 $1.19M 0.01% 0 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: 14,304 shares; 2024Q4: 13,492 shares; 2025Q1: 13,812 shares; 2025Q2: 13,561 shares; 2025Q3: 11,755 shares; 2025Q4: 24,344 shares; 2026Q1: 26,603 shares; 2026Q2: 26,201 shares 26,201 $1.19M 0.01% -402 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,287 shares; 2024Q4: 2,745 shares; 2025Q1: 7,005 shares; 2025Q2: 7,005 shares; 2025Q3: 7,046 shares; 2025Q4: 7,522 shares; 2026Q1: 7,801 shares; 2026Q2: 7,322 shares 7,322 $1.19M 0.01% -479 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,846 shares; 2024Q4: 40,305 shares; 2025Q1: 38,415 shares; 2025Q2: 34,479 shares; 2025Q3: 28,041 shares; 2025Q4: 27,719 shares; 2026Q1: 31,608 shares; 2026Q2: 29,200 shares 29,200 $1.18M 0.01% -2,408 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440,265 shares; 2024Q4: 387,541 shares; 2025Q1: 383,531 shares; 2025Q2: 381,585 shares; 2025Q3: 69,854 shares; 2025Q4: 48,298 shares; 2026Q1: 36,277 shares; 2026Q2: 30,307 shares 30,307 $1.18M 0.01% -5,970 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,850 shares; 2024Q4: 22,439 shares; 2025Q1: 22,240 shares; 2025Q2: 28,118 shares; 2025Q3: 28,106 shares; 2025Q4: 24,961 shares; 2026Q1: 24,908 shares; 2026Q2: 17,571 shares 17,571 $1.18M 0.01% -7,337 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS 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: 27,306 shares; 2025Q4: 28,327 shares; 2026Q1: 28,281 shares; 2026Q2: 28,005 shares 28,005 $1.17M 0.01% -276 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,337 shares; 2024Q4: 4,306 shares; 2025Q1: 4,276 shares; 2025Q2: 4,340 shares; 2025Q3: 4,310 shares; 2025Q4: 4,322 shares; 2026Q1: 4,315 shares; 2026Q2: 4,009 shares 4,009 $1.17M 0.01% -306 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: 18,492 shares; 2024Q4: 18,384 shares; 2025Q1: 18,593 shares; 2025Q2: 17,834 shares; 2025Q3: 17,657 shares; 2025Q4: 13,541 shares; 2026Q1: 13,539 shares; 2026Q2: 13,474 shares 13,474 $1.17M 0.01% -65 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: not reported; 2024Q4: not reported; 2025Q1: 7,413 shares; 2025Q2: 7,330 shares; 2025Q3: 7,476 shares; 2025Q4: 7,996 shares; 2026Q1: 8,031 shares; 2026Q2: 7,431 shares 7,431 $1.17M 0.01% -600 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,902 shares; 2024Q4: 7,490 shares; 2025Q1: 7,491 shares; 2025Q2: 8,411 shares; 2025Q3: 8,320 shares; 2025Q4: 10,276 shares; 2026Q1: 30,547 shares; 2026Q2: 26,514 shares 26,514 $1.13M 0.01% -4,033 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: 17,588 shares; 2024Q4: 16,780 shares; 2025Q1: 16,570 shares; 2025Q2: 15,823 shares; 2025Q3: 14,628 shares; 2025Q4: 14,022 shares; 2026Q1: 13,584 shares; 2026Q2: 13,115 shares 13,115 $1.11M 0.01% -469 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156,293 shares; 2025Q3: 86,613 shares; 2025Q4: 83,759 shares; 2026Q1: 82,371 shares; 2026Q2: 79,418 shares 79,418 $1.1M 0.01% -2,953 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,714 shares; 2024Q4: 12,290 shares; 2025Q1: 12,119 shares; 2025Q2: 12,635 shares; 2025Q3: 14,236 shares; 2025Q4: 12,866 shares; 2026Q1: 11,822 shares; 2026Q2: 11,675 shares 11,675 $1.09M 0.01% -147 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 550 shares; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 658 shares; 2025Q3: 792 shares; 2025Q4: 792 shares; 2026Q1: 517 shares; 2026Q2: 517 shares 517 $1.07M 0.01% 0 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: 20,425 shares; 2024Q4: 20,425 shares; 2025Q1: 20,425 shares; 2025Q2: 20,425 shares; 2025Q3: 19,840 shares; 2025Q4: 19,840 shares; 2026Q1: 19,840 shares; 2026Q2: 19,816 shares 19,816 $1.07M 0.01% -24 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: 600 shares; 2024Q4: 716 shares; 2025Q1: not reported; 2025Q2: 852 shares; 2025Q3: 3,791 shares; 2025Q4: 3,241 shares; 2026Q1: 4,050 shares; 2026Q2: 2,318 shares 2,318 $1.06M 0.01% -1,732 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,351 shares; 2024Q4: 10,799 shares; 2025Q1: 10,754 shares; 2025Q2: 11,041 shares; 2025Q3: 10,878 shares; 2025Q4: 10,259 shares; 2026Q1: 10,188 shares; 2026Q2: 11,188 shares 11,188 $1.05M 0.01% +1,000 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: 38,726 shares; 2024Q4: 37,436 shares; 2025Q1: 38,067 shares; 2025Q2: 31,988 shares; 2025Q3: 30,924 shares; 2025Q4: 23,899 shares; 2026Q1: 19,156 shares; 2026Q2: 13,632 shares 13,632 $1.05M 0.01% -5,524 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,283 shares; 2024Q4: 5,788 shares; 2025Q1: 5,828 shares; 2025Q2: 5,837 shares; 2025Q3: 5,905 shares; 2025Q4: 9,349 shares; 2026Q1: 9,587 shares; 2026Q2: 9,094 shares 9,094 $1.04M 0.01% -493 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,564 shares; 2024Q4: 2,557 shares; 2025Q1: 2,539 shares; 2025Q2: 5,902 shares; 2025Q3: 9,484 shares; 2025Q4: 9,248 shares; 2026Q1: 8,260 shares; 2026Q2: 6,554 shares 6,554 $1.04M 0.01% -1,706 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,706 shares; 2024Q4: 67,449 shares; 2025Q1: 63,822 shares; 2025Q2: 59,804 shares; 2025Q3: 58,993 shares; 2025Q4: 55,929 shares; 2026Q1: 41,516 shares; 2026Q2: 36,601 shares 36,601 $1.04M 0.01% -4,915 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,935 shares; 2024Q4: 53,272 shares; 2025Q1: 80,189 shares; 2025Q2: 108,557 shares; 2025Q3: 109,372 shares; 2025Q4: 92,847 shares; 2026Q1: 91,075 shares; 2026Q2: 65,409 shares 65,409 $1.03M 0.01% -25,666 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,427 shares; 2024Q4: 1,423 shares; 2025Q1: 1,316 shares; 2025Q2: 1,473 shares; 2025Q3: 1,700 shares; 2025Q4: 1,361 shares; 2026Q1: 4,665 shares; 2026Q2: 3,928 shares 3,928 $1.01M 0.01% -737 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: 3,197 shares; 2024Q4: 3,247 shares; 2025Q1: 3,395 shares; 2025Q2: 3,473 shares; 2025Q3: 3,329 shares; 2025Q4: 2,945 shares; 2026Q1: 2,708 shares; 2026Q2: 1,754 shares 1,754 $1.01M 0.01% -954 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,093 shares; 2025Q4: 1,875 shares; 2026Q1: 2,101 shares; 2026Q2: 2,299 shares 2,299 $992K 0.01% +198 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,399 shares; 2024Q4: 8,732 shares; 2025Q1: 7,762 shares; 2025Q2: 9,789 shares; 2025Q3: 9,923 shares; 2025Q4: 9,667 shares; 2026Q1: 9,473 shares; 2026Q2: 9,253 shares 9,253 $990K 0.01% -220 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,316 shares; 2024Q4: 10,014 shares; 2025Q1: 9,910 shares; 2025Q2: 13,008 shares; 2025Q3: 13,094 shares; 2025Q4: 11,023 shares; 2026Q1: 9,736 shares; 2026Q2: 7,222 shares 7,222 $989K 0.01% -2,514 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,745 shares; 2024Q4: 166,879 shares; 2025Q1: 166,250 shares; 2025Q2: 159,784 shares; 2025Q3: 143,259 shares; 2025Q4: 139,878 shares; 2026Q1: 132,712 shares; 2026Q2: 105,546 shares 105,546 $985K 0.01% -27,166 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,688 shares 2,688 $981K 0.01% new Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164 shares; 2024Q4: 6,241 shares; 2025Q1: 6,207 shares; 2025Q2: 13,381 shares; 2025Q3: 18,865 shares; 2025Q4: 16,630 shares; 2026Q1: 17,256 shares; 2026Q2: 19,402 shares 19,402 $980K 0.01% +2,146 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248,721 shares; 2024Q4: 31,839 shares; 2025Q1: 27,458 shares; 2025Q2: 20,432 shares; 2025Q3: 17,878 shares; 2025Q4: 16,468 shares; 2026Q1: 16,073 shares; 2026Q2: 14,469 shares 14,469 $974K 0.01% -1,604 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: 94,780 shares; 2024Q4: 90,326 shares; 2025Q1: 71,877 shares; 2025Q2: 70,220 shares; 2025Q3: 20,621 shares; 2025Q4: 15,451 shares; 2026Q1: 6,169 shares; 2026Q2: 4,733 shares 4,733 $970K 0.01% -1,436 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: 2,992 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,741 shares; 2026Q2: 7,741 shares 7,741 $966K 0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,033 shares; 2024Q4: 47,756 shares; 2025Q1: 47,156 shares; 2025Q2: 46,733 shares; 2025Q3: 47,130 shares; 2025Q4: 44,626 shares; 2026Q1: 43,732 shares; 2026Q2: 43,779 shares 43,779 $961K 0.01% +47 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 552,739 shares; 2024Q4: 551,242 shares; 2025Q1: 561,285 shares; 2025Q2: 568,846 shares; 2025Q3: 154,272 shares; 2025Q4: 43,309 shares; 2026Q1: 39,343 shares; 2026Q2: 28,230 shares 28,230 $960K 0.01% -11,113 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,039 shares; 2025Q2: 1,191 shares; 2025Q3: 1,627 shares; 2025Q4: 1,619 shares; 2026Q1: 1,599 shares; 2026Q2: 10,789 shares 10,789 $948K 0.01% +9,190 Timeline SMMD 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: 6,127 shares; 2025Q1: not reported; 2025Q2: 2,981 shares; 2025Q3: not reported; 2025Q4: 16,864 shares; 2026Q1: 10,457 shares; 2026Q2: 10,332 shares 10,332 $947K 0.01% -125 Timeline