SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,472,811 shares; 2024Q4: 2,473,683 shares; 2025Q1: 2,618,768 shares; 2025Q2: 2,638,464 shares; 2025Q3: 2,654,651 shares; 2025Q4: 2,836,810 shares; 2026Q1: 2,946,267 shares; 2026Q2: 2,829,298 shares 2,829,298 $2.11B 3.24% -116,969 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,741,681 shares; 2024Q4: 5,725,239 shares; 2025Q1: 6,027,828 shares; 2025Q2: 6,085,965 shares; 2025Q3: 6,259,272 shares; 2025Q4: 6,504,923 shares; 2026Q1: 6,683,923 shares; 2026Q2: 7,078,849 shares 7,078,849 $2.05B 3.14% +394,926 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,995,820 shares; 2024Q4: 6,850,521 shares; 2025Q1: 7,706,116 shares; 2025Q2: 8,340,804 shares; 2025Q3: 8,405,527 shares; 2025Q4: 8,676,526 shares; 2026Q1: 9,029,958 shares; 2026Q2: 9,264,434 shares 9,264,434 $1.85B 2.84% +234,476 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,846,869 shares; 2024Q4: 3,811,437 shares; 2025Q1: 3,929,450 shares; 2025Q2: 4,115,063 shares; 2025Q3: 4,202,350 shares; 2025Q4: 4,258,226 shares; 2026Q1: 4,297,315 shares; 2026Q2: 4,252,828 shares 4,252,828 $1.52B 2.33% -44,487 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,987,046 shares; 2024Q4: 2,820,942 shares; 2025Q1: 3,096,478 shares; 2025Q2: 3,845,216 shares; 2025Q3: 3,799,949 shares; 2025Q4: 3,948,766 shares; 2026Q1: 4,033,392 shares; 2026Q2: 3,931,897 shares 3,931,897 $1.47B 2.25% -101,495 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,675,978 shares; 2024Q4: 4,600,110 shares; 2025Q1: 4,905,018 shares; 2025Q2: 5,273,298 shares; 2025Q3: 5,203,338 shares; 2025Q4: 5,601,249 shares; 2026Q1: 5,897,727 shares; 2026Q2: 6,086,443 shares 6,086,443 $1.45B 2.22% +188,716 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: 2,599,462 shares; 2024Q4: 2,567,576 shares; 2025Q1: 2,637,146 shares; 2025Q2: 2,718,980 shares; 2025Q3: 2,862,045 shares; 2025Q4: 2,856,066 shares; 2026Q1: 2,996,496 shares; 2026Q2: 3,017,771 shares 3,017,771 $1.14B 1.75% +21,275 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,098,744 shares; 2024Q4: 1,141,571 shares; 2025Q1: 1,142,911 shares; 2025Q2: 1,156,835 shares; 2025Q3: 1,199,905 shares; 2025Q4: 1,375,839 shares; 2026Q1: 1,396,649 shares; 2026Q2: 1,452,227 shares 1,452,227 $997M 1.53% +55,578 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 717,951 shares; 2024Q4: 738,566 shares; 2025Q1: 812,087 shares; 2025Q2: 819,186 shares; 2025Q3: 833,310 shares; 2025Q4: 1,081,941 shares; 2026Q1: 1,148,258 shares; 2026Q2: 1,203,391 shares 1,203,391 $901M 1.38% +55,133 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: 849,259 shares; 2024Q4: 870,077 shares; 2025Q1: 1,036,519 shares; 2025Q2: 1,101,906 shares; 2025Q3: 1,117,574 shares; 2025Q4: 1,154,740 shares; 2026Q1: 1,130,072 shares; 2026Q2: 1,150,570 shares 1,150,570 $847M 1.3% +20,498 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: 1,718,231 shares; 2024Q4: 1,888,376 shares; 2025Q1: 1,937,664 shares; 2025Q2: 2,157,986 shares; 2025Q3: 2,158,382 shares; 2025Q4: 2,325,791 shares; 2026Q1: 2,409,554 shares; 2026Q2: 2,459,728 shares 2,459,728 $805M 1.23% +50,174 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,951,749 shares; 2024Q4: 1,788,619 shares; 2025Q1: 2,150,260 shares; 2025Q2: 2,142,050 shares; 2025Q3: 2,189,579 shares; 2025Q4: 2,159,647 shares; 2026Q1: 2,142,274 shares; 2026Q2: 2,192,491 shares 2,192,491 $775M 1.19% +50,217 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: 479,020 shares; 2024Q4: 376,024 shares; 2025Q1: 397,290 shares; 2025Q2: 429,683 shares; 2025Q3: 432,931 shares; 2025Q4: 456,573 shares; 2026Q1: 503,731 shares; 2026Q2: 559,339 shares 559,339 $671M 1.03% +55,608 Timeline RGEF TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 29,221,329 shares; 2025Q1: 26,537,094 shares; 2025Q2: 26,894,507 shares; 2025Q3: 25,384,947 shares; 2025Q4: 20,290,630 shares; 2026Q1: 19,357,317 shares; 2026Q2: 19,040,950 shares 19,040,950 $666M 1.02% -316,367 Timeline RSMC TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,967,794 shares; 2025Q1: 27,905,783 shares; 2025Q2: 28,324,872 shares; 2025Q3: 27,804,152 shares; 2025Q4: 20,694,300 shares; 2026Q1: 21,580,505 shares; 2026Q2: 21,355,875 shares 21,355,875 $618M 0.95% -224,630 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: 766,533 shares; 2024Q4: 699,039 shares; 2025Q1: 839,622 shares; 2025Q2: 921,484 shares; 2025Q3: 902,120 shares; 2025Q4: 1,031,953 shares; 2026Q1: 1,054,928 shares; 2026Q2: 1,067,698 shares 1,067,698 $601M 0.92% +12,770 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: 710,110 shares; 2024Q4: 754,348 shares; 2025Q1: 837,481 shares; 2025Q2: 864,802 shares; 2025Q3: 888,976 shares; 2025Q4: 1,073,714 shares; 2026Q1: 1,136,766 shares; 2026Q2: 4,613,036 shares 4,613,036 $573M 0.88% +3,476,270 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: 389,388 shares; 2024Q4: 282,893 shares; 2025Q1: 254,090 shares; 2025Q2: 309,517 shares; 2025Q3: 307,341 shares; 2025Q4: 357,577 shares; 2026Q1: 382,869 shares; 2026Q2: 420,587 shares 420,587 $494M 0.76% +37,718 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: 1,176,889 shares; 2024Q4: 1,103,399 shares; 2025Q1: 1,236,929 shares; 2025Q2: 1,305,853 shares; 2025Q3: 1,328,814 shares; 2025Q4: 1,386,265 shares; 2026Q1: 1,355,559 shares; 2026Q2: 1,393,950 shares 1,393,950 $478M 0.73% +38,391 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,227,719 shares; 2024Q4: 1,115,628 shares; 2025Q1: 1,059,930 shares; 2025Q2: 1,338,412 shares; 2025Q3: 1,014,047 shares; 2025Q4: 820,022 shares; 2026Q1: 878,036 shares; 2026Q2: 804,661 shares 804,661 $467M 0.72% -73,375 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: 555,358 shares; 2024Q4: 604,726 shares; 2025Q1: 632,806 shares; 2025Q2: 758,101 shares; 2025Q3: 749,021 shares; 2025Q4: 872,099 shares; 2026Q1: 946,307 shares; 2026Q2: 960,273 shares 960,273 $459M 0.7% +13,966 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: 558,414 shares; 2024Q4: 591,950 shares; 2025Q1: 614,167 shares; 2025Q2: 626,551 shares; 2025Q3: 955,577 shares; 2025Q4: 1,068,311 shares; 2026Q1: 1,103,126 shares; 2026Q2: 1,150,345 shares 1,150,345 $426M 0.65% +47,219 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: 371,528 shares; 2024Q4: 318,260 shares; 2025Q1: 353,937 shares; 2025Q2: 478,484 shares; 2025Q3: 480,078 shares; 2025Q4: 367,655 shares; 2026Q1: 318,244 shares; 2026Q2: 360,839 shares 360,839 $417M 0.64% +42,595 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: 338,207 shares; 2024Q4: 343,614 shares; 2025Q1: 317,963 shares; 2025Q2: 326,873 shares; 2025Q3: 327,407 shares; 2025Q4: 394,311 shares; 2026Q1: 424,493 shares; 2026Q2: 432,646 shares 432,646 $405M 0.62% +8,153 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338,552 shares; 2024Q4: 376,050 shares; 2025Q1: 366,040 shares; 2025Q2: 471,157 shares; 2025Q3: 438,301 shares; 2025Q4: 511,354 shares; 2026Q1: 566,535 shares; 2026Q2: 517,577 shares 517,577 $395M 0.61% -48,958 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: 1,015,714 shares; 2024Q4: 1,016,460 shares; 2025Q1: 1,092,493 shares; 2025Q2: 1,108,800 shares; 2025Q3: 1,121,182 shares; 2025Q4: 1,440,501 shares; 2026Q1: 1,538,757 shares; 2026Q2: 1,534,580 shares 1,534,580 $372M 0.57% -4,177 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: 837,511 shares; 2024Q4: 848,092 shares; 2025Q1: 861,587 shares; 2025Q2: 924,405 shares; 2025Q3: 881,584 shares; 2025Q4: 1,878,483 shares; 2026Q1: 1,987,473 shares; 2026Q2: 1,911,305 shares 1,911,305 $364M 0.56% -76,168 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: 620,673 shares; 2024Q4: 635,859 shares; 2025Q1: 713,826 shares; 2025Q2: 750,360 shares; 2025Q3: 785,437 shares; 2025Q4: 934,312 shares; 2026Q1: 985,007 shares; 2026Q2: 1,032,263 shares 1,032,263 $364M 0.56% +47,256 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: 895,199 shares; 2024Q4: 1,137,106 shares; 2025Q1: 1,224,133 shares; 2025Q2: 1,290,658 shares; 2025Q3: 1,325,996 shares; 2025Q4: 1,434,548 shares; 2026Q1: 1,599,136 shares; 2026Q2: 1,655,841 shares 1,655,841 $352M 0.54% +56,705 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: 665,498 shares; 2024Q4: 695,083 shares; 2025Q1: 740,408 shares; 2025Q2: 854,436 shares; 2025Q3: 829,055 shares; 2025Q4: 938,260 shares; 2026Q1: 926,830 shares; 2026Q2: 952,134 shares 952,134 $351M 0.54% +25,304 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: 3,172,763 shares; 2024Q4: 3,092,863 shares; 2025Q1: 3,324,002 shares; 2025Q2: 3,746,357 shares; 2025Q3: 4,084,764 shares; 2025Q4: 4,662,433 shares; 2026Q1: 4,762,512 shares; 2026Q2: 4,871,595 shares 4,871,595 $347M 0.53% +109,083 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: 396,449 shares; 2024Q4: 785,396 shares; 2025Q1: 799,289 shares; 2025Q2: 849,329 shares; 2025Q3: 945,550 shares; 2025Q4: 982,633 shares; 2026Q1: 1,011,857 shares; 2026Q2: 983,075 shares 983,075 $335M 0.51% -28,782 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,775,402 shares; 2024Q4: 1,736,502 shares; 2025Q1: 1,625,310 shares; 2025Q2: 1,787,470 shares; 2025Q3: 1,914,666 shares; 2025Q4: 2,134,355 shares; 2026Q1: 3,088,405 shares; 2026Q2: 3,218,966 shares 3,218,966 $334M 0.51% +130,561 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: 436,570 shares; 2024Q4: 662,295 shares; 2025Q1: 587,438 shares; 2025Q2: 733,563 shares; 2025Q3: 867,057 shares; 2025Q4: 1,347,298 shares; 2026Q1: 1,454,595 shares; 2026Q2: 1,483,132 shares 1,483,132 $323M 0.5% +28,537 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: 268,723 shares; 2024Q4: 277,416 shares; 2025Q1: 322,054 shares; 2025Q2: 281,111 shares; 2025Q3: 283,497 shares; 2025Q4: 346,392 shares; 2026Q1: 294,176 shares; 2026Q2: 298,639 shares 298,639 $318M 0.49% +4,463 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: 658,407 shares; 2024Q4: 475,045 shares; 2025Q1: 463,968 shares; 2025Q2: 558,305 shares; 2025Q3: 542,722 shares; 2025Q4: 468,008 shares; 2026Q1: 436,403 shares; 2026Q2: 439,457 shares 439,457 $318M 0.49% +3,054 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: 243,447 shares; 2024Q4: 323,177 shares; 2025Q1: 303,458 shares; 2025Q2: 356,875 shares; 2025Q3: 421,791 shares; 2025Q4: 592,916 shares; 2026Q1: 614,604 shares; 2026Q2: 3,676,126 shares 3,676,126 $317M 0.49% +3,061,522 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: 1,637,796 shares; 2024Q4: 1,646,272 shares; 2025Q1: 1,891,022 shares; 2025Q2: 2,063,137 shares; 2025Q3: 2,163,082 shares; 2025Q4: 2,620,768 shares; 2026Q1: 2,876,994 shares; 2026Q2: 3,141,044 shares 3,141,044 $303M 0.47% +264,050 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: 394,013 shares; 2024Q4: 399,789 shares; 2025Q1: 472,592 shares; 2025Q2: 485,757 shares; 2025Q3: 501,296 shares; 2025Q4: 543,764 shares; 2026Q1: 573,746 shares; 2026Q2: 604,069 shares 604,069 $302M 0.46% +30,323 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: 689,250 shares; 2024Q4: 663,053 shares; 2025Q1: 702,352 shares; 2025Q2: 783,394 shares; 2025Q3: 832,368 shares; 2025Q4: 937,751 shares; 2026Q1: 1,054,990 shares; 2026Q2: 1,137,643 shares 1,137,643 $289M 0.44% +82,653 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: 1,810,090 shares; 2024Q4: 2,278,719 shares; 2025Q1: 2,329,982 shares; 2025Q2: 2,388,327 shares; 2025Q3: 2,400,500 shares; 2025Q4: 2,888,646 shares; 2026Q1: 3,114,696 shares; 2026Q2: 3,700,591 shares 3,700,591 $285M 0.44% +585,895 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: 229,405 shares; 2024Q4: 243,473 shares; 2025Q1: 243,162 shares; 2025Q2: 250,746 shares; 2025Q3: 249,358 shares; 2025Q4: 287,237 shares; 2026Q1: 299,677 shares; 2026Q2: 2,376,374 shares 2,376,374 $284M 0.44% +2,076,697 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,460,978 shares; 2024Q4: 1,471,986 shares; 2025Q1: 1,443,073 shares; 2025Q2: 1,459,080 shares; 2025Q3: 1,430,194 shares; 2025Q4: 1,592,209 shares; 2026Q1: 1,765,464 shares; 2026Q2: 1,893,254 shares 1,893,254 $281M 0.43% +127,790 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: 1,538,985 shares; 2024Q4: 1,465,026 shares; 2025Q1: 1,569,224 shares; 2025Q2: 1,814,322 shares; 2025Q3: 1,880,480 shares; 2025Q4: 1,923,940 shares; 2026Q1: 2,043,449 shares; 2026Q2: 2,046,703 shares 2,046,703 $280M 0.43% +3,254 Timeline RMOP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,412,931 shares; 2024Q4: 3,925,346 shares; 2025Q1: 4,754,444 shares; 2025Q2: 5,105,612 shares; 2025Q3: 3,415,371 shares; 2025Q4: 7,190,036 shares; 2026Q1: 9,244,531 shares; 2026Q2: 10,951,077 shares 10,951,077 $280M 0.43% +1,706,546 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,367 shares; 2024Q4: 240,364 shares; 2025Q1: 320,646 shares; 2025Q2: 361,353 shares; 2025Q3: 400,195 shares; 2025Q4: 397,656 shares; 2026Q1: 407,179 shares; 2026Q2: 433,699 shares 433,699 $278M 0.43% +26,520 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,684,865 shares; 2024Q4: 1,691,506 shares; 2025Q1: 1,966,738 shares; 2025Q2: 2,289,687 shares; 2025Q3: 1,978,048 shares; 2025Q4: 2,484,176 shares; 2026Q1: 2,305,742 shares; 2026Q2: 2,297,632 shares 2,297,632 $270M 0.41% -8,110 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: 409,146 shares; 2024Q4: 481,904 shares; 2025Q1: 505,380 shares; 2025Q2: 479,993 shares; 2025Q3: 603,478 shares; 2025Q4: 737,477 shares; 2026Q1: 798,721 shares; 2026Q2: 3,338,684 shares 3,338,684 $269M 0.41% +2,539,963 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: 2,111,052 shares; 2024Q4: 2,736,825 shares; 2025Q1: 3,139,676 shares; 2025Q2: 2,577,953 shares; 2025Q3: 2,637,023 shares; 2025Q4: 3,071,306 shares; 2026Q1: 3,577,295 shares; 2026Q2: 3,702,855 shares 3,702,855 $267M 0.41% +125,560 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,121,761 shares; 2024Q4: 1,048,170 shares; 2025Q1: 1,194,414 shares; 2025Q2: 1,156,362 shares; 2025Q3: 1,288,380 shares; 2025Q4: 1,456,172 shares; 2026Q1: 1,556,994 shares; 2026Q2: 1,572,041 shares 1,572,041 $261M 0.4% +15,047 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: 1,806,608 shares; 2024Q4: 1,853,295 shares; 2025Q1: 2,003,217 shares; 2025Q2: 2,074,233 shares; 2025Q3: 2,156,563 shares; 2025Q4: 2,887,604 shares; 2026Q1: 2,945,437 shares; 2026Q2: 3,096,646 shares 3,096,646 $252M 0.39% +151,209 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: 829,877 shares; 2024Q4: 763,377 shares; 2025Q1: 741,883 shares; 2025Q2: 760,981 shares; 2025Q3: 802,269 shares; 2025Q4: 883,644 shares; 2026Q1: 911,994 shares; 2026Q2: 980,805 shares 980,805 $247M 0.38% +68,811 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: 694,506 shares; 2025Q1: 696,443 shares; 2025Q2: 704,898 shares; 2025Q3: 947,808 shares; 2025Q4: 1,294,621 shares; 2026Q1: 1,394,828 shares; 2026Q2: 1,434,251 shares 1,434,251 $244M 0.37% +39,423 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: 1,221,602 shares; 2024Q4: 1,166,319 shares; 2025Q1: 1,211,167 shares; 2025Q2: 1,246,178 shares; 2025Q3: 1,292,727 shares; 2025Q4: 1,722,146 shares; 2026Q1: 1,752,898 shares; 2026Q2: 1,848,360 shares 1,848,360 $238M 0.36% +95,462 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: 826,090 shares; 2024Q4: 902,588 shares; 2025Q1: 923,407 shares; 2025Q2: 793,917 shares; 2025Q3: 716,893 shares; 2025Q4: 711,278 shares; 2026Q1: 770,766 shares; 2026Q2: 781,614 shares 781,614 $235M 0.36% +10,848 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: 452,590 shares; 2024Q4: 451,856 shares; 2025Q1: 497,671 shares; 2025Q2: 532,230 shares; 2025Q3: 503,584 shares; 2025Q4: 642,161 shares; 2026Q1: 643,944 shares; 2026Q2: 636,122 shares 636,122 $230M 0.35% -7,822 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,009,938 shares; 2024Q4: 2,086,149 shares; 2025Q1: 2,271,200 shares; 2025Q2: 1,964,991 shares; 2025Q3: 1,623,630 shares; 2025Q4: 2,167,141 shares; 2026Q1: 2,560,302 shares; 2026Q2: 2,623,742 shares 2,623,742 $230M 0.35% +63,440 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: 153,160 shares; 2025Q1: 150,154 shares; 2025Q2: 159,231 shares; 2025Q3: 162,909 shares; 2025Q4: 216,566 shares; 2026Q1: 224,843 shares; 2026Q2: 235,607 shares 235,607 $227M 0.35% +10,764 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: 255,477 shares; 2024Q4: 255,136 shares; 2025Q1: 264,148 shares; 2025Q2: 263,256 shares; 2025Q3: 266,004 shares; 2025Q4: 325,158 shares; 2026Q1: 415,786 shares; 2026Q2: 432,486 shares 432,486 $224M 0.34% +16,700 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: 3,125,284 shares; 2024Q4: 2,494,415 shares; 2025Q1: 2,909,463 shares; 2025Q2: 3,323,141 shares; 2025Q3: 2,815,122 shares; 2025Q4: 2,774,899 shares; 2026Q1: 2,817,779 shares; 2026Q2: 2,769,712 shares 2,769,712 $215M 0.33% -48,067 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: 538,195 shares; 2024Q4: 551,151 shares; 2025Q1: 558,905 shares; 2025Q2: 590,559 shares; 2025Q3: 608,096 shares; 2025Q4: 728,516 shares; 2026Q1: 760,718 shares; 2026Q2: 793,438 shares 793,438 $214M 0.33% +32,720 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: 244,851 shares; 2024Q4: 288,834 shares; 2025Q1: 343,855 shares; 2025Q2: 329,557 shares; 2025Q3: 338,858 shares; 2025Q4: 422,980 shares; 2026Q1: 427,331 shares; 2026Q2: 426,025 shares 426,025 $214M 0.33% -1,306 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,310 shares; 2024Q4: 85,338 shares; 2025Q1: 88,005 shares; 2025Q2: 101,685 shares; 2025Q3: 103,729 shares; 2025Q4: 88,934 shares; 2026Q1: 96,481 shares; 2026Q2: 106,645 shares 106,645 $212M 0.33% +10,164 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: 967,229 shares; 2024Q4: 1,006,524 shares; 2025Q1: 1,002,447 shares; 2025Q2: 1,029,859 shares; 2025Q3: 1,024,163 shares; 2025Q4: 1,315,628 shares; 2026Q1: 1,403,460 shares; 2026Q2: 1,397,478 shares 1,397,478 $212M 0.32% -5,982 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: 108,591 shares; 2024Q4: 116,011 shares; 2025Q1: 110,021 shares; 2025Q2: 137,376 shares; 2025Q3: 138,005 shares; 2025Q4: 172,049 shares; 2026Q1: 189,347 shares; 2026Q2: 206,151 shares 206,151 $208M 0.32% +16,804 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: 520,960 shares; 2024Q4: 533,539 shares; 2025Q1: 489,501 shares; 2025Q2: 530,148 shares; 2025Q3: 501,958 shares; 2025Q4: 417,941 shares; 2026Q1: 469,357 shares; 2026Q2: 495,615 shares 495,615 $208M 0.32% +26,258 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: 679,048 shares; 2024Q4: 698,272 shares; 2025Q1: 735,957 shares; 2025Q2: 735,554 shares; 2025Q3: 701,909 shares; 2025Q4: 828,705 shares; 2026Q1: 824,486 shares; 2026Q2: 840,863 shares 840,863 $199M 0.31% +16,377 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: 1,675,034 shares; 2024Q4: 1,546,460 shares; 2025Q1: 1,480,330 shares; 2025Q2: 1,609,286 shares; 2025Q3: 1,612,202 shares; 2025Q4: 1,677,844 shares; 2026Q1: 1,649,694 shares; 2026Q2: 1,745,338 shares 1,745,338 $198M 0.3% +95,644 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: 766,403 shares; 2024Q4: 798,334 shares; 2025Q1: 869,799 shares; 2025Q2: 965,842 shares; 2025Q3: 1,087,487 shares; 2025Q4: 1,579,171 shares; 2026Q1: 1,870,152 shares; 2026Q2: 2,384,168 shares 2,384,168 $198M 0.3% +514,016 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: 574,899 shares; 2024Q4: 364,720 shares; 2025Q1: 391,884 shares; 2025Q2: 464,642 shares; 2025Q3: 439,017 shares; 2025Q4: 521,787 shares; 2026Q1: 531,086 shares; 2026Q2: 526,444 shares 526,444 $197M 0.3% -4,642 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: 101,876 shares; 2024Q4: 108,323 shares; 2025Q1: 123,566 shares; 2025Q2: 156,959 shares; 2025Q3: 162,536 shares; 2025Q4: 194,406 shares; 2026Q1: 201,985 shares; 2026Q2: 194,814 shares 194,814 $191M 0.29% -7,171 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: 757,654 shares; 2024Q4: 767,283 shares; 2025Q1: 872,865 shares; 2025Q2: 968,507 shares; 2025Q3: 994,935 shares; 2025Q4: 1,109,236 shares; 2026Q1: 1,196,415 shares; 2026Q2: 1,280,937 shares 1,280,937 $188M 0.29% +84,522 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,927,005 shares; 2024Q4: 1,945,304 shares; 2025Q1: 1,789,173 shares; 2025Q2: 2,166,641 shares; 2025Q3: 2,766,444 shares; 2025Q4: 3,150,596 shares; 2026Q1: 3,134,644 shares; 2026Q2: 3,121,015 shares 3,121,015 $186M 0.29% -13,629 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,199 shares; 2024Q4: 238,392 shares; 2025Q1: 276,602 shares; 2025Q2: 270,370 shares; 2025Q3: 287,444 shares; 2025Q4: 338,536 shares; 2026Q1: 303,533 shares; 2026Q2: 283,483 shares 283,483 $186M 0.29% -20,050 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: 1,593,686 shares; 2024Q4: 1,572,155 shares; 2025Q1: 1,616,120 shares; 2025Q2: 1,872,406 shares; 2025Q3: 1,919,814 shares; 2025Q4: 1,975,224 shares; 2026Q1: 2,132,086 shares; 2026Q2: 2,125,680 shares 2,125,680 $178M 0.27% -6,406 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: 436,215 shares; 2024Q4: 436,157 shares; 2025Q1: 417,719 shares; 2025Q2: 460,307 shares; 2025Q3: 469,123 shares; 2025Q4: 564,188 shares; 2026Q1: 618,901 shares; 2026Q2: 629,141 shares 629,141 $177M 0.27% +10,240 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,300,478 shares; 2024Q4: 2,422,025 shares; 2025Q1: 2,155,575 shares; 2025Q2: 1,973,426 shares; 2025Q3: 1,963,042 shares; 2025Q4: 1,025,743 shares; 2026Q1: 1,000,602 shares; 2026Q2: 1,126,075 shares 1,126,075 $177M 0.27% +125,473 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: 413,507 shares; 2024Q4: 431,719 shares; 2025Q1: 454,332 shares; 2025Q2: 333,354 shares; 2025Q3: 319,647 shares; 2025Q4: 423,037 shares; 2026Q1: 434,326 shares; 2026Q2: 440,239 shares 440,239 $175M 0.27% +5,913 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: 347,965 shares; 2024Q4: 370,154 shares; 2025Q1: 391,896 shares; 2025Q2: 416,494 shares; 2025Q3: 435,762 shares; 2025Q4: 565,523 shares; 2026Q1: 581,240 shares; 2026Q2: 618,727 shares 618,727 $168M 0.26% +37,487 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: 754,701 shares; 2024Q4: 771,154 shares; 2025Q1: 837,064 shares; 2025Q2: 893,959 shares; 2025Q3: 864,704 shares; 2025Q4: 1,156,874 shares; 2026Q1: 1,229,543 shares; 2026Q2: 1,167,295 shares 1,167,295 $167M 0.26% -62,248 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: 1,336,779 shares; 2024Q4: 1,533,382 shares; 2025Q1: 1,394,013 shares; 2025Q2: 1,595,451 shares; 2025Q3: 1,456,954 shares; 2025Q4: 1,097,531 shares; 2026Q1: 1,130,725 shares; 2026Q2: 1,389,598 shares 1,389,598 $162M 0.25% +258,873 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: 190,529 shares; 2024Q4: 215,493 shares; 2025Q1: 196,859 shares; 2025Q2: 204,669 shares; 2025Q3: 206,773 shares; 2025Q4: 319,696 shares; 2026Q1: 410,904 shares; 2026Q2: 414,546 shares 414,546 $156M 0.24% +3,642 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,236 shares; 2024Q4: 313,909 shares; 2025Q1: 357,029 shares; 2025Q2: 368,266 shares; 2025Q3: 368,900 shares; 2025Q4: 536,997 shares; 2026Q1: 539,205 shares; 2026Q2: 533,099 shares 533,099 $155M 0.24% -6,106 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: 1,024,454 shares; 2024Q4: 790,955 shares; 2025Q1: 775,494 shares; 2025Q2: 580,220 shares; 2025Q3: 575,873 shares; 2025Q4: 773,242 shares; 2026Q1: 757,161 shares; 2026Q2: 767,554 shares 767,554 $155M 0.24% +10,393 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: 164,830 shares; 2024Q4: 186,454 shares; 2025Q1: 210,308 shares; 2025Q2: 283,669 shares; 2025Q3: 384,171 shares; 2025Q4: 442,942 shares; 2026Q1: 459,424 shares; 2026Q2: 478,322 shares 478,322 $145M 0.22% +18,898 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,493,820 shares; 2024Q4: 1,588,860 shares; 2025Q1: 1,418,592 shares; 2025Q2: 1,408,714 shares; 2025Q3: 1,678,526 shares; 2025Q4: 1,999,238 shares; 2026Q1: 1,969,602 shares; 2026Q2: 1,915,838 shares 1,915,838 $145M 0.22% -53,764 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 461,725 shares; 2024Q4: 565,384 shares; 2025Q1: 748,029 shares; 2025Q2: 1,557,886 shares; 2025Q3: 1,690,558 shares; 2025Q4: 1,540,704 shares; 2026Q1: 1,507,147 shares; 2026Q2: 1,567,069 shares 1,567,069 $144M 0.22% +59,922 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: 653,983 shares; 2024Q4: 653,155 shares; 2025Q1: 690,889 shares; 2025Q2: 721,523 shares; 2025Q3: 734,112 shares; 2025Q4: 832,305 shares; 2026Q1: 1,079,967 shares; 2026Q2: 1,124,085 shares 1,124,085 $132M 0.2% +44,118 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: 534,969 shares; 2024Q4: 632,840 shares; 2025Q1: 606,875 shares; 2025Q2: 607,206 shares; 2025Q3: 1,117,073 shares; 2025Q4: 1,168,453 shares; 2026Q1: 1,507,462 shares; 2026Q2: 1,531,351 shares 1,531,351 $131M 0.2% +23,889 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: 230,678 shares; 2024Q4: 236,802 shares; 2025Q1: 221,766 shares; 2025Q2: 231,306 shares; 2025Q3: 234,057 shares; 2025Q4: 255,911 shares; 2026Q1: 286,072 shares; 2026Q2: 306,094 shares 306,094 $130M 0.2% +20,022 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: 2,720,571 shares; 2024Q4: 2,670,977 shares; 2025Q1: 2,602,052 shares; 2025Q2: 1,808,422 shares; 2025Q3: 2,046,372 shares; 2025Q4: 2,693,602 shares; 2026Q1: 2,910,202 shares; 2026Q2: 3,020,136 shares 3,020,136 $128M 0.2% +109,934 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 518,965 shares; 2024Q4: 555,318 shares; 2025Q1: 757,687 shares; 2025Q2: 754,691 shares; 2025Q3: 807,803 shares; 2025Q4: 887,723 shares; 2026Q1: 886,462 shares; 2026Q2: 940,936 shares 940,936 $127M 0.2% +54,474 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: 7,394,007 shares; 2024Q4: 5,662,674 shares; 2025Q1: 4,820,547 shares; 2025Q2: 3,997,545 shares; 2025Q3: 4,902,734 shares; 2025Q4: 4,651,859 shares; 2026Q1: 5,982,098 shares; 2026Q2: 6,137,526 shares 6,137,526 $127M 0.19% +155,428 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,651 shares; 2024Q4: 71,547 shares; 2025Q1: 79,570 shares; 2025Q2: 83,305 shares; 2025Q3: 81,902 shares; 2025Q4: 112,474 shares; 2026Q1: 119,129 shares; 2026Q2: 120,455 shares 120,455 $126M 0.19% +1,326 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: 212,612 shares; 2024Q4: 294,987 shares; 2025Q1: 436,234 shares; 2025Q2: 474,682 shares; 2025Q3: 450,176 shares; 2025Q4: 538,772 shares; 2026Q1: 646,855 shares; 2026Q2: 702,819 shares 702,819 $124M 0.19% +55,964 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: 521,633 shares; 2024Q4: 605,841 shares; 2025Q1: 650,854 shares; 2025Q2: 663,805 shares; 2025Q3: 677,237 shares; 2025Q4: 836,746 shares; 2026Q1: 885,451 shares; 2026Q2: 900,491 shares 900,491 $124M 0.19% +15,040 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: 526,055 shares; 2024Q4: 506,773 shares; 2025Q1: 511,031 shares; 2025Q2: 517,778 shares; 2025Q3: 545,980 shares; 2025Q4: 603,483 shares; 2026Q1: 642,575 shares; 2026Q2: 652,270 shares 652,270 $124M 0.19% +9,695 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: 111,389 shares; 2024Q4: 114,954 shares; 2025Q1: 113,375 shares; 2025Q2: 126,005 shares; 2025Q3: 121,891 shares; 2025Q4: 1,455,474 shares; 2026Q1: 1,516,508 shares; 2026Q2: 1,707,432 shares 1,707,432 $122M 0.19% +190,924 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,630 shares; 2024Q4: 205,259 shares; 2025Q1: 230,911 shares; 2025Q2: 252,853 shares; 2025Q3: 232,402 shares; 2025Q4: 322,794 shares; 2026Q1: 328,651 shares; 2026Q2: 505,428 shares 505,428 $121M 0.19% +176,777 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,526,374 shares; 2024Q4: 986,908 shares; 2025Q1: 919,613 shares; 2025Q2: 1,011,793 shares; 2025Q3: 992,455 shares; 2025Q4: 848,524 shares; 2026Q1: 838,380 shares; 2026Q2: 813,937 shares 813,937 $119M 0.18% -24,443 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,327 shares; 2024Q4: 125,338 shares; 2025Q1: 163,924 shares; 2025Q2: 201,983 shares; 2025Q3: 261,465 shares; 2025Q4: 363,999 shares; 2026Q1: 422,861 shares; 2026Q2: 459,408 shares 459,408 $117M 0.18% +36,547 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297,420 shares; 2024Q4: 297,502 shares; 2025Q1: 291,349 shares; 2025Q2: 317,808 shares; 2025Q3: 326,714 shares; 2025Q4: 325,480 shares; 2026Q1: 317,705 shares; 2026Q2: 319,268 shares 319,268 $117M 0.18% +1,563 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: 545,605 shares; 2024Q4: 421,797 shares; 2025Q1: 397,912 shares; 2025Q2: 398,955 shares; 2025Q3: 390,153 shares; 2025Q4: 373,859 shares; 2026Q1: 347,366 shares; 2026Q2: 344,664 shares 344,664 $117M 0.18% -2,702 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 381,001 shares; 2024Q4: 395,073 shares; 2025Q1: 456,525 shares; 2025Q2: 470,285 shares; 2025Q3: 477,088 shares; 2025Q4: 621,180 shares; 2026Q1: 641,675 shares; 2026Q2: 646,351 shares 646,351 $116M 0.18% +4,676 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,572 shares; 2024Q4: 43,448 shares; 2025Q1: 40,307 shares; 2025Q2: 35,656 shares; 2025Q3: 34,261 shares; 2025Q4: 35,951 shares; 2026Q1: 33,611 shares; 2026Q2: 384,270 shares 384,270 $116M 0.18% +350,659 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: 1,059,641 shares; 2024Q4: 1,104,159 shares; 2025Q1: 1,115,149 shares; 2025Q2: 1,178,011 shares; 2025Q3: 1,154,288 shares; 2025Q4: 1,751,834 shares; 2026Q1: 1,744,519 shares; 2026Q2: 2,041,393 shares 2,041,393 $115M 0.18% +296,874 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: 652,936 shares; 2024Q4: 397,651 shares; 2025Q1: 387,323 shares; 2025Q2: 414,671 shares; 2025Q3: 431,943 shares; 2025Q4: 417,834 shares; 2026Q1: 438,810 shares; 2026Q2: 449,927 shares 449,927 $115M 0.18% +11,117 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: 417,369 shares; 2024Q4: 422,177 shares; 2025Q1: 420,364 shares; 2025Q2: 440,453 shares; 2025Q3: 451,626 shares; 2025Q4: 474,832 shares; 2026Q1: 464,272 shares; 2026Q2: 468,410 shares 468,410 $114M 0.17% +4,138 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: 225,187 shares; 2025Q1: 248,765 shares; 2025Q2: 280,872 shares; 2025Q3: 241,661 shares; 2025Q4: 230,607 shares; 2026Q1: 217,736 shares; 2026Q2: 262,632 shares 262,632 $114M 0.17% +44,896 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: 1,155,764 shares; 2026Q1: 1,471,551 shares; 2026Q2: 1,434,267 shares 1,434,267 $112M 0.17% -37,284 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: 626,675 shares; 2024Q4: 615,790 shares; 2025Q1: 640,924 shares; 2025Q2: 679,068 shares; 2025Q3: 713,429 shares; 2025Q4: 735,926 shares; 2026Q1: 747,629 shares; 2026Q2: 826,694 shares 826,694 $112M 0.17% +79,065 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: 74,442 shares; 2024Q4: 73,472 shares; 2025Q1: 68,313 shares; 2025Q2: 80,933 shares; 2025Q3: 89,645 shares; 2025Q4: 114,371 shares; 2026Q1: 95,175 shares; 2026Q2: 97,659 shares 97,659 $111M 0.17% +2,484 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,144 shares; 2024Q4: 507,838 shares; 2025Q1: 166,332 shares; 2025Q2: 178,162 shares; 2025Q3: 234,032 shares; 2025Q4: 309,255 shares; 2026Q1: 1,755,084 shares; 2026Q2: 2,047,206 shares 2,047,206 $109M 0.17% +292,122 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: 473,917 shares; 2024Q4: 425,041 shares; 2025Q1: 350,541 shares; 2025Q2: 365,509 shares; 2025Q3: 367,257 shares; 2025Q4: 402,619 shares; 2026Q1: 477,213 shares; 2026Q2: 502,135 shares 502,135 $109M 0.17% +24,922 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: 231,422 shares; 2024Q4: 230,734 shares; 2025Q1: 247,133 shares; 2025Q2: 272,925 shares; 2025Q3: 278,033 shares; 2025Q4: 244,403 shares; 2026Q1: 239,281 shares; 2026Q2: 1,221,378 shares 1,221,378 $107M 0.16% +982,097 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: 1,049,365 shares; 2024Q4: 994,344 shares; 2025Q1: 911,424 shares; 2025Q2: 994,653 shares; 2025Q3: 795,876 shares; 2025Q4: 923,984 shares; 2026Q1: 825,709 shares; 2026Q2: 762,371 shares 762,371 $107M 0.16% -63,338 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: 312,260 shares; 2024Q4: 304,057 shares; 2025Q1: 290,867 shares; 2025Q2: 334,837 shares; 2025Q3: 355,276 shares; 2025Q4: 343,294 shares; 2026Q1: 343,196 shares; 2026Q2: 357,176 shares 357,176 $106M 0.16% +13,980 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: 261,613 shares; 2024Q4: 252,891 shares; 2025Q1: 189,590 shares; 2025Q2: 213,170 shares; 2025Q3: 288,146 shares; 2025Q4: 265,485 shares; 2026Q1: 302,507 shares; 2026Q2: 317,272 shares 317,272 $106M 0.16% +14,765 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: 551,969 shares; 2024Q4: 735,272 shares; 2025Q1: 795,667 shares; 2025Q2: 682,560 shares; 2025Q3: 678,409 shares; 2025Q4: 925,575 shares; 2026Q1: 949,587 shares; 2026Q2: 961,062 shares 961,062 $106M 0.16% +11,475 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: 1,240,068 shares; 2024Q4: 1,456,558 shares; 2025Q1: 1,679,444 shares; 2025Q2: 1,738,023 shares; 2025Q3: 1,764,855 shares; 2025Q4: 1,896,182 shares; 2026Q1: 1,917,275 shares; 2026Q2: 1,968,609 shares 1,968,609 $106M 0.16% +51,334 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: 665,257 shares; 2024Q4: 794,752 shares; 2025Q1: 864,109 shares; 2025Q2: 1,006,576 shares; 2025Q3: 1,080,391 shares; 2025Q4: 1,377,659 shares; 2026Q1: 1,533,594 shares; 2026Q2: 1,154,889 shares 1,154,889 $105M 0.16% -378,705 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: 276,776 shares; 2024Q4: 302,187 shares; 2025Q1: 314,972 shares; 2025Q2: 329,320 shares; 2025Q3: 345,789 shares; 2025Q4: 409,484 shares; 2026Q1: 426,428 shares; 2026Q2: 451,033 shares 451,033 $102M 0.16% +24,605 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: 331,414 shares; 2024Q4: 397,062 shares; 2025Q1: 378,914 shares; 2025Q2: 335,344 shares; 2025Q3: 294,246 shares; 2025Q4: 320,574 shares; 2026Q1: 353,319 shares; 2026Q2: 245,796 shares 245,796 $102M 0.16% -107,523 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: 465,364 shares; 2024Q4: 465,014 shares; 2025Q1: 427,895 shares; 2025Q2: 401,601 shares; 2025Q3: 427,241 shares; 2025Q4: 424,430 shares; 2026Q1: 328,146 shares; 2026Q2: 328,799 shares 328,799 $101M 0.15% +653 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: 466,993 shares; 2024Q4: 461,816 shares; 2025Q1: 488,071 shares; 2025Q2: 514,496 shares; 2025Q3: 519,667 shares; 2025Q4: 576,599 shares; 2026Q1: 584,921 shares; 2026Q2: 618,590 shares 618,590 $98.1M 0.15% +33,669 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256,160 shares; 2024Q4: 255,779 shares; 2025Q1: 256,964 shares; 2025Q2: 283,576 shares; 2025Q3: 297,426 shares; 2025Q4: 364,671 shares; 2026Q1: 716,080 shares; 2026Q2: 764,316 shares 764,316 $97.7M 0.15% +48,236 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 835,594 shares; 2024Q4: 1,244,852 shares; 2025Q1: 1,300,299 shares; 2025Q2: 1,318,028 shares; 2025Q3: 1,356,715 shares; 2025Q4: 1,321,782 shares; 2026Q1: 1,253,148 shares; 2026Q2: 1,130,282 shares 1,130,282 $97.7M 0.15% -122,866 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: 116,318 shares; 2024Q4: 138,395 shares; 2025Q1: 235,245 shares; 2025Q2: 170,235 shares; 2025Q3: 207,361 shares; 2025Q4: 263,564 shares; 2026Q1: 191,433 shares; 2026Q2: 226,302 shares 226,302 $97.6M 0.15% +34,869 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: 164,401 shares; 2024Q4: 183,348 shares; 2025Q1: 199,717 shares; 2025Q2: 197,171 shares; 2025Q3: 169,506 shares; 2025Q4: 186,350 shares; 2026Q1: 189,496 shares; 2026Q2: 188,455 shares 188,455 $96.8M 0.15% -1,041 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: 1,368,547 shares; 2024Q4: 1,367,035 shares; 2025Q1: 1,439,436 shares; 2025Q2: 1,539,797 shares; 2025Q3: 1,579,673 shares; 2025Q4: 1,754,995 shares; 2026Q1: 1,713,220 shares; 2026Q2: 1,695,337 shares 1,695,337 $95.8M 0.15% -17,883 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,346,105 shares; 2024Q4: 1,288,328 shares; 2025Q1: 662,030 shares; 2025Q2: 682,469 shares; 2025Q3: 657,261 shares; 2025Q4: 628,097 shares; 2026Q1: 679,247 shares; 2026Q2: 650,313 shares 650,313 $95.3M 0.15% -28,934 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285,955 shares; 2024Q4: 302,003 shares; 2025Q1: 314,933 shares; 2025Q2: 329,865 shares; 2025Q3: 353,343 shares; 2025Q4: 500,272 shares; 2026Q1: 536,077 shares; 2026Q2: 1,027,846 shares 1,027,846 $95.3M 0.15% +491,769 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: 207,021 shares; 2024Q4: 213,632 shares; 2025Q1: 246,931 shares; 2025Q2: 243,423 shares; 2025Q3: 269,968 shares; 2025Q4: 267,606 shares; 2026Q1: 268,873 shares; 2026Q2: 279,342 shares 279,342 $95.2M 0.15% +10,469 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,575,103 shares; 2024Q4: 2,493,290 shares; 2025Q1: 2,708,627 shares; 2025Q2: 2,700,653 shares; 2025Q3: 2,741,145 shares; 2025Q4: 2,839,433 shares; 2026Q1: 2,879,525 shares; 2026Q2: 2,952,791 shares 2,952,791 $94.4M 0.14% +73,266 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: 3,497,601 shares; 2024Q4: 3,702,380 shares; 2025Q1: 3,449,212 shares; 2025Q2: 3,634,004 shares; 2025Q3: 3,966,416 shares; 2025Q4: 4,544,553 shares; 2026Q1: 5,137,141 shares; 2026Q2: 4,922,389 shares 4,922,389 $94.1M 0.14% -214,752 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,680 shares; 2025Q2: 68,455 shares; 2025Q3: 64,971 shares; 2025Q4: 87,319 shares; 2026Q1: 158,224 shares; 2026Q2: 199,344 shares 199,344 $91.5M 0.14% +41,120 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: 35,771 shares; 2024Q4: 23,582 shares; 2025Q1: 73,427 shares; 2025Q2: 46,707 shares; 2025Q3: 131,581 shares; 2025Q4: 209,426 shares; 2026Q1: 308,905 shares; 2026Q2: 365,690 shares 365,690 $90.8M 0.14% +56,785 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: 1,529,829 shares; 2024Q4: 1,212,123 shares; 2025Q1: 1,916,729 shares; 2025Q2: 2,141,078 shares; 2025Q3: 1,613,720 shares; 2025Q4: 1,870,085 shares; 2026Q1: 1,854,660 shares; 2026Q2: 1,591,093 shares 1,591,093 $90.7M 0.14% -263,567 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,073 shares; 2024Q4: 64,060 shares; 2025Q1: 93,178 shares; 2025Q2: 104,010 shares; 2025Q3: 199,151 shares; 2025Q4: 425,439 shares; 2026Q1: 514,613 shares; 2026Q2: 546,556 shares 546,556 $89.8M 0.14% +31,943 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: 367,022 shares; 2024Q4: 246,325 shares; 2025Q1: 346,425 shares; 2025Q2: 331,932 shares; 2025Q3: 365,268 shares; 2025Q4: 429,669 shares; 2026Q1: 395,070 shares; 2026Q2: 427,632 shares 427,632 $89.4M 0.14% +32,562 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: 38,510 shares; 2024Q4: 38,267 shares; 2025Q1: 57,840 shares; 2025Q2: 70,970 shares; 2025Q3: 78,462 shares; 2025Q4: 97,242 shares; 2026Q1: 108,647 shares; 2026Q2: 123,319 shares 123,319 $88.8M 0.14% +14,672 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: 473,389 shares; 2026Q2: 467,619 shares 467,619 $88.6M 0.14% -5,770 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: 289,035 shares; 2024Q4: 316,496 shares; 2025Q1: 348,984 shares; 2025Q2: 415,813 shares; 2025Q3: 438,778 shares; 2025Q4: 500,287 shares; 2026Q1: 488,458 shares; 2026Q2: 477,535 shares 477,535 $88.5M 0.14% -10,923 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,358 shares; 2024Q4: 50,622 shares; 2025Q1: 41,008 shares; 2025Q2: 51,285 shares; 2025Q3: 68,803 shares; 2025Q4: 515,470 shares; 2026Q1: 468,857 shares; 2026Q2: 888,877 shares 888,877 $88.2M 0.14% +420,020 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: 131,658 shares; 2024Q4: 174,279 shares; 2025Q1: 139,316 shares; 2025Q2: 142,808 shares; 2025Q3: 143,941 shares; 2025Q4: 278,663 shares; 2026Q1: 1,087,410 shares; 2026Q2: 1,148,006 shares 1,148,006 $88.1M 0.14% +60,596 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: 403,745 shares; 2024Q4: 427,810 shares; 2025Q1: 471,928 shares; 2025Q2: 459,678 shares; 2025Q3: 477,614 shares; 2025Q4: 507,547 shares; 2026Q1: 551,385 shares; 2026Q2: 562,230 shares 562,230 $87.9M 0.13% +10,845 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,677,950 shares; 2024Q4: 1,785,628 shares; 2025Q1: 1,751,290 shares; 2025Q2: 1,821,990 shares; 2025Q3: 1,991,941 shares; 2025Q4: 2,040,773 shares; 2026Q1: 2,144,188 shares; 2026Q2: 2,375,357 shares 2,375,357 $87.3M 0.13% +231,169 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: 991,999 shares; 2024Q4: 1,016,418 shares; 2025Q1: 1,037,597 shares; 2025Q2: 929,697 shares; 2025Q3: 948,407 shares; 2025Q4: 1,093,848 shares; 2026Q1: 1,083,494 shares; 2026Q2: 1,148,236 shares 1,148,236 $85.4M 0.13% +64,742 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,473 shares; 2024Q4: 76,360 shares; 2025Q1: 116,777 shares; 2025Q2: 124,866 shares; 2025Q3: 124,568 shares; 2025Q4: 113,939 shares; 2026Q1: 99,917 shares; 2026Q2: 297,517 shares 297,517 $85.2M 0.13% +197,600 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: 239,939 shares; 2024Q4: 248,289 shares; 2025Q1: 254,269 shares; 2025Q2: 254,020 shares; 2025Q3: 258,389 shares; 2025Q4: 393,185 shares; 2026Q1: 404,033 shares; 2026Q2: 410,231 shares 410,231 $84.9M 0.13% +6,198 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 411,373 shares; 2024Q4: 420,641 shares; 2025Q1: 429,204 shares; 2025Q2: 397,599 shares; 2025Q3: 346,200 shares; 2025Q4: 515,941 shares; 2026Q1: 560,209 shares; 2026Q2: 574,999 shares 574,999 $84M 0.13% +14,790 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: 170,687 shares; 2024Q4: 156,717 shares; 2025Q1: 140,043 shares; 2025Q2: 222,172 shares; 2025Q3: 220,934 shares; 2025Q4: 206,929 shares; 2026Q1: 204,351 shares; 2026Q2: 207,731 shares 207,731 $82.6M 0.13% +3,380 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: 400,625 shares; 2024Q4: 394,203 shares; 2025Q1: 413,819 shares; 2025Q2: 474,557 shares; 2025Q3: 520,245 shares; 2025Q4: 914,307 shares; 2026Q1: 1,118,699 shares; 2026Q2: 1,205,299 shares 1,205,299 $82.5M 0.13% +86,600 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,975 shares; 2024Q4: 204,359 shares; 2025Q1: 215,382 shares; 2025Q2: 251,187 shares; 2025Q3: 291,099 shares; 2025Q4: 396,165 shares; 2026Q1: 401,444 shares; 2026Q2: 370,959 shares 370,959 $81.4M 0.12% -30,485 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 515,105 shares; 2024Q4: 673,253 shares; 2025Q1: 612,486 shares; 2025Q2: 602,410 shares; 2025Q3: 604,752 shares; 2025Q4: 605,971 shares; 2026Q1: 601,391 shares; 2026Q2: 695,000 shares 695,000 $81.4M 0.12% +93,609 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 204,010 shares; 2024Q4: 195,151 shares; 2025Q1: 926,061 shares; 2025Q2: 1,074,280 shares; 2025Q3: 1,204,027 shares; 2025Q4: 1,291,801 shares; 2026Q1: 1,527,134 shares; 2026Q2: 1,579,027 shares 1,579,027 $79.5M 0.12% +51,893 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: 456,034 shares; 2024Q4: 460,163 shares; 2025Q1: 488,537 shares; 2025Q2: 473,602 shares; 2025Q3: 472,823 shares; 2025Q4: 473,772 shares; 2026Q1: 484,201 shares; 2026Q2: 486,183 shares 486,183 $79.5M 0.12% +1,982 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: 582,000 shares; 2024Q4: 582,957 shares; 2025Q1: 531,942 shares; 2025Q2: 479,638 shares; 2025Q3: 518,732 shares; 2025Q4: 514,064 shares; 2026Q1: 399,175 shares; 2026Q2: 397,700 shares 397,700 $78.6M 0.12% -1,475 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,317 shares; 2024Q4: 199,004 shares; 2025Q1: 208,946 shares; 2025Q2: 377,614 shares; 2025Q3: 421,008 shares; 2025Q4: 951,998 shares; 2026Q1: 967,621 shares; 2026Q2: 967,545 shares 967,545 $78.4M 0.12% -76 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: 243,444 shares; 2024Q4: 264,114 shares; 2025Q1: 286,097 shares; 2025Q2: 380,054 shares; 2025Q3: 364,355 shares; 2025Q4: 493,958 shares; 2026Q1: 476,120 shares; 2026Q2: 444,137 shares 444,137 $78.1M 0.12% -31,983 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: 1,316,692 shares; 2024Q4: 956,186 shares; 2025Q1: 880,707 shares; 2025Q2: 674,408 shares; 2025Q3: 506,510 shares; 2025Q4: 443,749 shares; 2026Q1: 369,647 shares; 2026Q2: 362,905 shares 362,905 $77.2M 0.12% -6,742 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,347,570 shares; 2024Q4: 1,358,737 shares; 2025Q1: 1,391,424 shares; 2025Q2: 1,395,890 shares; 2025Q3: 1,419,703 shares; 2025Q4: 1,460,149 shares; 2026Q1: 1,456,505 shares; 2026Q2: 1,508,130 shares 1,508,130 $76M 0.12% +51,625 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,832 shares; 2024Q4: 55,919 shares; 2025Q1: 61,215 shares; 2025Q2: 64,726 shares; 2025Q3: 78,476 shares; 2025Q4: 97,306 shares; 2026Q1: 104,738 shares; 2026Q2: 119,508 shares 119,508 $75.8M 0.12% +14,770 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: 14,251 shares; 2024Q4: 17,383 shares; 2025Q1: 24,710 shares; 2025Q2: 459,346 shares; 2025Q3: 540,101 shares; 2025Q4: 753,072 shares; 2026Q1: 811,160 shares; 2026Q2: 821,771 shares 821,771 $75.7M 0.12% +10,611 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,772 shares; 2024Q4: 27,982 shares; 2025Q1: 104,198 shares; 2025Q2: 277,262 shares; 2025Q3: 277,844 shares; 2025Q4: 270,843 shares; 2026Q1: 208,317 shares; 2026Q2: 374,018 shares 374,018 $75.5M 0.12% +165,701 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: 484,586 shares; 2024Q4: 497,667 shares; 2025Q1: 658,582 shares; 2025Q2: 537,734 shares; 2025Q3: 756,583 shares; 2025Q4: 1,340,858 shares; 2026Q1: 1,433,073 shares; 2026Q2: 1,566,451 shares 1,566,451 $75.1M 0.12% +133,378 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: 393,189 shares; 2024Q4: 396,449 shares; 2025Q1: 491,647 shares; 2025Q2: 672,990 shares; 2025Q3: 630,597 shares; 2025Q4: 649,211 shares; 2026Q1: 706,540 shares; 2026Q2: 694,504 shares 694,504 $74.7M 0.11% -12,036 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,549 shares; 2024Q4: 98,789 shares; 2025Q1: 90,964 shares; 2025Q2: 99,738 shares; 2025Q3: 92,814 shares; 2025Q4: 135,232 shares; 2026Q1: 149,655 shares; 2026Q2: 149,476 shares 149,476 $74.2M 0.11% -179 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,957 shares; 2024Q4: 119,896 shares; 2025Q1: 264,401 shares; 2025Q2: 282,556 shares; 2025Q3: 283,881 shares; 2025Q4: 280,845 shares; 2026Q1: 286,960 shares; 2026Q2: 293,418 shares 293,418 $74M 0.11% +6,458 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: 35,269 shares; 2024Q4: 26,150 shares; 2025Q1: 23,738 shares; 2025Q2: 22,708 shares; 2025Q3: 20,927 shares; 2025Q4: 17,030 shares; 2026Q1: 22,984 shares; 2026Q2: 22,969 shares 22,969 $73.4M 0.11% -15 Timeline PAAA 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: 103,793 shares; 2024Q4: 668,384 shares; 2025Q1: 810,957 shares; 2025Q2: 784,825 shares; 2025Q3: 767,187 shares; 2025Q4: 846,304 shares; 2026Q1: 1,223,679 shares; 2026Q2: 1,431,051 shares 1,431,051 $73.4M 0.11% +207,372 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,841 shares; 2024Q4: 54,592 shares; 2025Q1: 59,067 shares; 2025Q2: 64,316 shares; 2025Q3: 66,626 shares; 2025Q4: 67,988 shares; 2026Q1: 137,862 shares; 2026Q2: 146,268 shares 146,268 $72.4M 0.11% +8,406 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: 122,989 shares; 2024Q4: 115,312 shares; 2025Q1: 106,580 shares; 2025Q2: 110,464 shares; 2025Q3: 109,948 shares; 2025Q4: 121,521 shares; 2026Q1: 117,778 shares; 2026Q2: 141,581 shares 141,581 $72.1M 0.11% +23,803 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338,741 shares; 2024Q4: 378,786 shares; 2025Q1: 307,081 shares; 2025Q2: 617,924 shares; 2025Q3: 724,725 shares; 2025Q4: 663,924 shares; 2026Q1: 740,271 shares; 2026Q2: 902,899 shares 902,899 $71.7M 0.11% +162,628 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: 703,192 shares; 2024Q4: 664,557 shares; 2025Q1: 590,166 shares; 2025Q2: 702,677 shares; 2025Q3: 743,054 shares; 2025Q4: 1,543,260 shares; 2026Q1: 1,436,875 shares; 2026Q2: 1,347,835 shares 1,347,835 $71.6M 0.11% -89,040 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: 157,550 shares; 2024Q4: 410,146 shares; 2025Q1: 503,719 shares; 2025Q2: 547,452 shares; 2025Q3: 547,489 shares; 2025Q4: 833,095 shares; 2026Q1: 879,964 shares; 2026Q2: 905,857 shares 905,857 $71.4M 0.11% +25,893 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: 324,566 shares; 2024Q4: 237,779 shares; 2025Q1: 249,109 shares; 2025Q2: 419,461 shares; 2025Q3: 402,075 shares; 2025Q4: 339,620 shares; 2026Q1: 327,600 shares; 2026Q2: 334,640 shares 334,640 $71.3M 0.11% +7,040 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 395,469 shares; 2024Q4: 359,260 shares; 2025Q1: 485,943 shares; 2025Q2: 505,863 shares; 2025Q3: 465,544 shares; 2025Q4: 463,597 shares; 2026Q1: 456,219 shares; 2026Q2: 461,080 shares 461,080 $70.8M 0.11% +4,861 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: 57,242 shares; 2024Q4: 75,770 shares; 2025Q1: 54,068 shares; 2025Q2: 52,439 shares; 2025Q3: 55,715 shares; 2025Q4: 83,614 shares; 2026Q1: 90,496 shares; 2026Q2: 97,188 shares 97,188 $69.3M 0.11% +6,692 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,353,347 shares; 2024Q4: 758,212 shares; 2025Q1: 1,370,118 shares; 2025Q2: 555,620 shares; 2025Q3: 550,762 shares; 2025Q4: 464,113 shares; 2026Q1: 470,902 shares; 2026Q2: 494,717 shares 494,717 $69.1M 0.11% +23,815 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: 570,548 shares; 2024Q4: 539,417 shares; 2025Q1: 5,633,168 shares; 2025Q2: 687,986 shares; 2025Q3: 5,491,658 shares; 2025Q4: 868,241 shares; 2026Q1: 944,765 shares; 2026Q2: 440,040 shares 440,040 $68.9M 0.11% -504,725 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: 227,884 shares; 2024Q4: 271,935 shares; 2025Q1: 343,003 shares; 2025Q2: 520,004 shares; 2025Q3: 553,657 shares; 2025Q4: 731,349 shares; 2026Q1: 799,474 shares; 2026Q2: 853,291 shares 853,291 $67.4M 0.1% +53,817 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: 668,196 shares; 2024Q4: 721,087 shares; 2025Q1: 816,849 shares; 2025Q2: 810,820 shares; 2025Q3: 726,566 shares; 2025Q4: 1,117,448 shares; 2026Q1: 723,634 shares; 2026Q2: 694,884 shares 694,884 $66.4M 0.1% -28,750 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 913,476 shares; 2024Q4: 1,395,573 shares; 2025Q1: 1,491,720 shares; 2025Q2: 1,717,486 shares; 2025Q3: 1,918,064 shares; 2025Q4: 1,465,474 shares; 2026Q1: 1,625,764 shares; 2026Q2: 1,688,146 shares 1,688,146 $65.9M 0.1% +62,382 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: 116,120 shares; 2024Q4: 142,650 shares; 2025Q1: 136,067 shares; 2025Q2: 142,608 shares; 2025Q3: 138,022 shares; 2025Q4: 197,430 shares; 2026Q1: 214,422 shares; 2026Q2: 232,132 shares 232,132 $65.7M 0.1% +17,710 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 366,381 shares; 2024Q4: 371,077 shares; 2025Q1: 394,178 shares; 2025Q2: 425,884 shares; 2025Q3: 471,823 shares; 2025Q4: 528,070 shares; 2026Q1: 555,335 shares; 2026Q2: 589,227 shares 589,227 $65M 0.1% +33,892 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: 382,055 shares; 2024Q4: 551,995 shares; 2025Q1: 564,993 shares; 2025Q2: 413,210 shares; 2025Q3: 452,820 shares; 2025Q4: 979,194 shares; 2026Q1: 704,626 shares; 2026Q2: 687,507 shares 687,507 $65M 0.1% -17,119 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: 504,845 shares; 2024Q4: 427,969 shares; 2025Q1: 512,819 shares; 2025Q2: 595,169 shares; 2025Q3: 601,839 shares; 2025Q4: 719,949 shares; 2026Q1: 844,234 shares; 2026Q2: 830,922 shares 830,922 $65M 0.1% -13,312 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 590,235 shares; 2024Q4: 592,860 shares; 2025Q1: 675,017 shares; 2025Q2: 707,574 shares; 2025Q3: 778,913 shares; 2025Q4: 945,271 shares; 2026Q1: 985,995 shares; 2026Q2: 1,034,095 shares 1,034,095 $64.1M 0.1% +48,100 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: 136,521 shares; 2024Q4: 181,978 shares; 2025Q1: 181,242 shares; 2025Q2: 253,657 shares; 2025Q3: 469,142 shares; 2025Q4: 903,489 shares; 2026Q1: 1,106,130 shares; 2026Q2: 1,196,009 shares 1,196,009 $64M 0.1% +89,879 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: 45,257 shares; 2024Q4: 51,022 shares; 2025Q1: 88,638 shares; 2025Q2: 103,235 shares; 2025Q3: 124,077 shares; 2025Q4: 145,692 shares; 2026Q1: 162,166 shares; 2026Q2: 214,605 shares 214,605 $63.9M 0.1% +52,439 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,114,818 shares; 2024Q4: 1,088,934 shares; 2025Q1: 1,081,920 shares; 2025Q2: 841,204 shares; 2025Q3: 724,995 shares; 2025Q4: 711,230 shares; 2026Q1: 804,003 shares; 2026Q2: 656,051 shares 656,051 $63.2M 0.1% -147,952 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,321 shares; 2024Q4: 19,870 shares; 2025Q1: 21,599 shares; 2025Q2: 113,229 shares; 2025Q3: 193,948 shares; 2025Q4: 281,320 shares; 2026Q1: 282,097 shares; 2026Q2: 373,548 shares 373,548 $63M 0.1% +91,451 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: 430,588 shares; 2024Q4: 443,422 shares; 2025Q1: 441,756 shares; 2025Q2: 550,440 shares; 2025Q3: 435,681 shares; 2025Q4: 343,207 shares; 2026Q1: 355,776 shares; 2026Q2: 330,005 shares 330,005 $62.9M 0.1% -25,771 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,698 shares; 2024Q4: 111,451 shares; 2025Q1: 104,581 shares; 2025Q2: 122,909 shares; 2025Q3: 185,978 shares; 2025Q4: 1,289,258 shares; 2026Q1: 1,389,920 shares; 2026Q2: 1,324,736 shares 1,324,736 $62.5M 0.1% -65,184 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: 638,233 shares; 2024Q4: 661,690 shares; 2025Q1: 461,042 shares; 2025Q2: 532,896 shares; 2025Q3: 550,627 shares; 2025Q4: 713,508 shares; 2026Q1: 765,272 shares; 2026Q2: 753,595 shares 753,595 $62.3M 0.1% -11,677 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,356 shares; 2024Q4: 149,957 shares; 2025Q1: 493,049 shares; 2025Q2: 761,803 shares; 2025Q3: 715,555 shares; 2025Q4: 650,077 shares; 2026Q1: 664,658 shares; 2026Q2: 640,798 shares 640,798 $62.1M 0.1% -23,860 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,641 shares; 2024Q4: 11,691 shares; 2025Q1: not reported; 2025Q2: 14,544 shares; 2025Q3: 15,032 shares; 2025Q4: 42,191 shares; 2026Q1: 171,136 shares; 2026Q2: 165,533 shares 165,533 $61.6M 0.09% -5,603 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,721 shares; 2024Q4: 78,406 shares; 2025Q1: 89,063 shares; 2025Q2: 123,136 shares; 2025Q3: 121,674 shares; 2025Q4: 657,603 shares; 2026Q1: 663,024 shares; 2026Q2: 680,843 shares 680,843 $61.3M 0.09% +17,819 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,218 shares; 2024Q4: 110,492 shares; 2025Q1: 122,938 shares; 2025Q2: 124,477 shares; 2025Q3: 127,162 shares; 2025Q4: 704,183 shares; 2026Q1: 683,776 shares; 2026Q2: 667,153 shares 667,153 $60.9M 0.09% -16,623 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 415 shares; 2025Q4: 557 shares; 2026Q1: 1,247 shares; 2026Q2: 135,386 shares 135,386 $60.2M 0.09% +134,139 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 514,677 shares; 2024Q4: 514,729 shares; 2025Q1: 525,061 shares; 2025Q2: 530,852 shares; 2025Q3: 544,260 shares; 2025Q4: 553,823 shares; 2026Q1: 556,687 shares; 2026Q2: 611,739 shares 611,739 $59.7M 0.09% +55,052 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,109 shares; 2024Q4: 148,752 shares; 2025Q1: 148,170 shares; 2025Q2: 149,711 shares; 2025Q3: 232,612 shares; 2025Q4: 236,880 shares; 2026Q1: 241,233 shares; 2026Q2: 242,018 shares 242,018 $59.6M 0.09% +785 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: 353,631 shares; 2024Q4: 259,604 shares; 2025Q1: 232,456 shares; 2025Q2: 178,287 shares; 2025Q3: 163,609 shares; 2025Q4: 168,692 shares; 2026Q1: 172,186 shares; 2026Q2: 169,254 shares 169,254 $59.3M 0.09% -2,932 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: 170,566 shares; 2024Q4: 199,950 shares; 2025Q1: 228,668 shares; 2025Q2: 247,728 shares; 2025Q3: 234,279 shares; 2025Q4: 505,391 shares; 2026Q1: 528,464 shares; 2026Q2: 504,529 shares 504,529 $59.2M 0.09% -23,935 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: 137,456 shares; 2024Q4: 142,226 shares; 2025Q1: 144,738 shares; 2025Q2: 158,071 shares; 2025Q3: 146,085 shares; 2025Q4: 217,518 shares; 2026Q1: 230,632 shares; 2026Q2: 240,258 shares 240,258 $59.2M 0.09% +9,626 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: 209,481 shares; 2024Q4: 220,144 shares; 2025Q1: 235,394 shares; 2025Q2: 243,357 shares; 2025Q3: 246,359 shares; 2025Q4: 284,863 shares; 2026Q1: 250,288 shares; 2026Q2: 230,883 shares 230,883 $59M 0.09% -19,405 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 625,282 shares; 2024Q4: 683,946 shares; 2025Q1: 691,848 shares; 2025Q2: 811,883 shares; 2025Q3: 824,180 shares; 2025Q4: 967,226 shares; 2026Q1: 789,028 shares; 2026Q2: 781,711 shares 781,711 $59M 0.09% -7,317 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: 114,567 shares; 2024Q4: 107,379 shares; 2025Q1: 239,141 shares; 2025Q2: 267,629 shares; 2025Q3: 271,386 shares; 2025Q4: 352,658 shares; 2026Q1: 367,009 shares; 2026Q2: 428,173 shares 428,173 $58.6M 0.09% +61,164 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: 432,670 shares; 2024Q4: 559,848 shares; 2025Q1: 677,113 shares; 2025Q2: 606,217 shares; 2025Q3: 604,759 shares; 2025Q4: 1,384,958 shares; 2026Q1: 996,991 shares; 2026Q2: 1,157,536 shares 1,157,536 $58.4M 0.09% +160,545 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,999 shares; 2024Q4: 91,953 shares; 2025Q1: 105,474 shares; 2025Q2: 104,059 shares; 2025Q3: 101,049 shares; 2025Q4: 175,092 shares; 2026Q1: 173,133 shares; 2026Q2: 170,140 shares 170,140 $58.1M 0.09% -2,993 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 719,537 shares; 2024Q4: 279,882 shares; 2025Q1: 321,105 shares; 2025Q2: 314,162 shares; 2025Q3: 332,758 shares; 2025Q4: 406,640 shares; 2026Q1: 435,741 shares; 2026Q2: 570,099 shares 570,099 $57.4M 0.09% +134,358 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 623,182 shares; 2024Q4: 532,469 shares; 2025Q1: 889,184 shares; 2025Q2: 908,471 shares; 2025Q3: 802,586 shares; 2025Q4: 610,633 shares; 2026Q1: 809,992 shares; 2026Q2: 478,887 shares 478,887 $56.7M 0.09% -331,105 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87 shares; 2025Q4: 84 shares; 2026Q1: 74 shares; 2026Q2: 75 shares 75 $56.2M 0.09% +1 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: 118,682 shares; 2024Q4: 95,265 shares; 2025Q1: 104,774 shares; 2025Q2: 102,524 shares; 2025Q3: 94,412 shares; 2025Q4: 106,218 shares; 2026Q1: 120,372 shares; 2026Q2: 158,175 shares 158,175 $56M 0.09% +37,803 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214,008 shares; 2024Q4: 282,569 shares; 2025Q1: 279,434 shares; 2025Q2: 257,138 shares; 2025Q3: 264,370 shares; 2025Q4: 390,100 shares; 2026Q1: 410,745 shares; 2026Q2: 434,777 shares 434,777 $55.7M 0.09% +24,032 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,305 shares; 2024Q4: 51,053 shares; 2025Q1: 53,822 shares; 2025Q2: 56,208 shares; 2025Q3: 55,912 shares; 2025Q4: 155,060 shares; 2026Q1: 157,268 shares; 2026Q2: 162,354 shares 162,354 $55.7M 0.09% +5,086 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: 489,916 shares; 2024Q4: 301,219 shares; 2025Q1: 281,474 shares; 2025Q2: 359,729 shares; 2025Q3: 331,548 shares; 2025Q4: 306,597 shares; 2026Q1: 236,131 shares; 2026Q2: 231,771 shares 231,771 $55.3M 0.08% -4,360 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: 113,899 shares; 2024Q4: 117,207 shares; 2025Q1: 121,912 shares; 2025Q2: 122,238 shares; 2025Q3: 124,194 shares; 2025Q4: 152,126 shares; 2026Q1: 138,445 shares; 2026Q2: 134,401 shares 134,401 $55M 0.08% -4,044 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,354 shares; 2024Q4: 15,824 shares; 2025Q1: 20,428 shares; 2025Q2: 23,225 shares; 2025Q3: 26,572 shares; 2025Q4: 26,745 shares; 2026Q1: 77,696 shares; 2026Q2: 155,106 shares 155,106 $55M 0.08% +77,410 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 384,458 shares; 2024Q4: 389,762 shares; 2025Q1: 393,180 shares; 2025Q2: 429,448 shares; 2025Q3: 451,164 shares; 2025Q4: 525,814 shares; 2026Q1: 550,370 shares; 2026Q2: 512,517 shares 512,517 $54.5M 0.08% -37,853 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,059 shares; 2024Q4: 642,229 shares; 2025Q1: 621,355 shares; 2025Q2: 1,128,576 shares; 2025Q3: 1,139,712 shares; 2025Q4: 991,988 shares; 2026Q1: 574,415 shares; 2026Q2: 471,205 shares 471,205 $53.8M 0.08% -103,210 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: 168,682 shares; 2024Q4: 402,457 shares; 2025Q1: 262,166 shares; 2025Q2: 223,656 shares; 2025Q3: 245,606 shares; 2025Q4: 405,848 shares; 2026Q1: 468,618 shares; 2026Q2: 542,186 shares 542,186 $53.7M 0.08% +73,568 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: 454,175 shares; 2024Q4: 469,289 shares; 2025Q1: 380,602 shares; 2025Q2: 403,991 shares; 2025Q3: 419,073 shares; 2025Q4: 545,795 shares; 2026Q1: 613,873 shares; 2026Q2: 631,566 shares 631,566 $53.4M 0.08% +17,693 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: 208,989 shares; 2024Q4: 217,903 shares; 2025Q1: 221,622 shares; 2025Q2: 232,806 shares; 2025Q3: 226,620 shares; 2025Q4: 263,899 shares; 2026Q1: 270,463 shares; 2026Q2: 294,614 shares 294,614 $53.3M 0.08% +24,151 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: 307,228 shares; 2024Q4: 274,404 shares; 2025Q1: 405,017 shares; 2025Q2: 312,730 shares; 2025Q3: 490,484 shares; 2025Q4: 363,793 shares; 2026Q1: 459,986 shares; 2026Q2: 448,214 shares 448,214 $53M 0.08% -11,772 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: 252,442 shares; 2024Q4: 261,622 shares; 2025Q1: 249,066 shares; 2025Q2: 259,534 shares; 2025Q3: 265,648 shares; 2025Q4: 258,785 shares; 2026Q1: 251,242 shares; 2026Q2: 236,743 shares 236,743 $53M 0.08% -14,499 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: 59,703 shares; 2024Q4: 61,917 shares; 2025Q1: 100,989 shares; 2025Q2: 97,475 shares; 2025Q3: 104,769 shares; 2025Q4: 135,705 shares; 2026Q1: 136,422 shares; 2026Q2: 133,779 shares 133,779 $52.7M 0.08% -2,643 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: 331,922 shares; 2024Q4: 367,046 shares; 2025Q1: 360,718 shares; 2025Q2: 399,649 shares; 2025Q3: 400,523 shares; 2025Q4: 313,775 shares; 2026Q1: 319,886 shares; 2026Q2: 283,916 shares 283,916 $52.5M 0.08% -35,970 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: 138,513 shares; 2024Q4: 146,931 shares; 2025Q1: 172,946 shares; 2025Q2: 182,954 shares; 2025Q3: 183,398 shares; 2025Q4: 189,484 shares; 2026Q1: 229,990 shares; 2026Q2: 214,403 shares 214,403 $52M 0.08% -15,587 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 828,108 shares; 2024Q4: 735,260 shares; 2025Q1: 715,342 shares; 2025Q2: 637,086 shares; 2025Q3: 560,994 shares; 2025Q4: 826,983 shares; 2026Q1: 877,389 shares; 2026Q2: 826,547 shares 826,547 $51.4M 0.08% -50,842 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: 152,451 shares; 2024Q4: 165,178 shares; 2025Q1: 207,088 shares; 2025Q2: 189,279 shares; 2025Q3: 182,508 shares; 2025Q4: 177,521 shares; 2026Q1: 179,590 shares; 2026Q2: 235,013 shares 235,013 $51.3M 0.08% +55,423 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: 320,546 shares; 2024Q4: 297,118 shares; 2025Q1: 288,102 shares; 2025Q2: 301,223 shares; 2025Q3: 302,948 shares; 2025Q4: 220,260 shares; 2026Q1: 221,813 shares; 2026Q2: 230,961 shares 230,961 $50.9M 0.08% +9,148 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: 73,156 shares; 2024Q4: 73,858 shares; 2025Q1: 75,629 shares; 2025Q2: 77,820 shares; 2025Q3: 79,198 shares; 2025Q4: 82,225 shares; 2026Q1: 93,424 shares; 2026Q2: 97,396 shares 97,396 $50.9M 0.08% +3,972 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,572 shares; 2024Q4: 46,735 shares; 2025Q1: 148,533 shares; 2025Q2: 223,766 shares; 2025Q3: 1,389,237 shares; 2025Q4: 1,757,423 shares; 2026Q1: 1,847,119 shares; 2026Q2: 1,835,929 shares 1,835,929 $50.9M 0.08% -11,190 Timeline JMUB 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: 578,149 shares; 2024Q4: 593,711 shares; 2025Q1: 744,907 shares; 2025Q2: 720,796 shares; 2025Q3: 720,159 shares; 2025Q4: 795,805 shares; 2026Q1: 878,104 shares; 2026Q2: 993,028 shares 993,028 $50.3M 0.08% +114,924 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 413,860 shares; 2024Q4: 423,604 shares; 2025Q1: 528,337 shares; 2025Q2: 558,478 shares; 2025Q3: 584,255 shares; 2025Q4: 1,122,947 shares; 2026Q1: 1,282,194 shares; 2026Q2: 1,164,454 shares 1,164,454 $50.2M 0.08% -117,740 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: 474,272 shares; 2024Q4: 479,365 shares; 2025Q1: 489,591 shares; 2025Q2: 481,748 shares; 2025Q3: 485,410 shares; 2025Q4: 502,938 shares; 2026Q1: 509,075 shares; 2026Q2: 519,210 shares 519,210 $50.1M 0.08% +10,135 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: 324,431 shares; 2024Q4: 345,592 shares; 2025Q1: 331,059 shares; 2025Q2: 417,336 shares; 2025Q3: 383,110 shares; 2025Q4: 1,218,001 shares; 2026Q1: 614,556 shares; 2026Q2: 2,035,474 shares 2,035,474 $50M 0.08% +1,420,918 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: 294,010 shares; 2024Q4: 302,281 shares; 2025Q1: 311,980 shares; 2025Q2: 311,594 shares; 2025Q3: 315,821 shares; 2025Q4: 332,693 shares; 2026Q1: 525,122 shares; 2026Q2: 544,246 shares 544,246 $50M 0.08% +19,124 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,616,359 shares; 2024Q4: 1,782,203 shares; 2025Q1: 1,949,990 shares; 2025Q2: 2,025,683 shares; 2025Q3: 2,171,949 shares; 2025Q4: 2,251,437 shares; 2026Q1: 2,290,796 shares; 2026Q2: 2,692,567 shares 2,692,567 $49.9M 0.08% +401,771 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 365,020 shares; 2024Q4: 383,220 shares; 2025Q1: 474,133 shares; 2025Q2: 488,475 shares; 2025Q3: 488,173 shares; 2025Q4: 640,759 shares; 2026Q1: 562,513 shares; 2026Q2: 555,088 shares 555,088 $49.9M 0.08% -7,425 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: 580,819 shares; 2024Q4: 312,873 shares; 2025Q1: 427,565 shares; 2025Q2: 378,889 shares; 2025Q3: 407,455 shares; 2025Q4: 403,992 shares; 2026Q1: 389,140 shares; 2026Q2: 391,620 shares 391,620 $49.5M 0.08% +2,480 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 388,484 shares; 2024Q4: 441,851 shares; 2025Q1: 581,471 shares; 2025Q2: 605,657 shares; 2025Q3: 587,162 shares; 2025Q4: 657,148 shares; 2026Q1: 765,798 shares; 2026Q2: 798,914 shares 798,914 $49.1M 0.08% +33,116 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 283,377 shares; 2024Q4: 367,455 shares; 2025Q1: 369,845 shares; 2025Q2: 397,895 shares; 2025Q3: 412,489 shares; 2025Q4: 920,366 shares; 2026Q1: 994,356 shares; 2026Q2: 974,936 shares 974,936 $48.3M 0.07% -19,420 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: 10,531 shares; 2024Q4: 10,371 shares; 2025Q1: not reported; 2025Q2: 51,326 shares; 2025Q3: 46,776 shares; 2025Q4: 56,391 shares; 2026Q1: 51,233 shares; 2026Q2: 75,233 shares 75,233 $48.1M 0.07% +24,000 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: 185,107 shares; 2024Q4: 180,467 shares; 2025Q1: 185,651 shares; 2025Q2: 210,657 shares; 2025Q3: 204,844 shares; 2025Q4: 199,014 shares; 2026Q1: 121,842 shares; 2026Q2: 234,363 shares 234,363 $48M 0.07% +112,521 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,630,089 shares; 2024Q4: 1,665,404 shares; 2025Q1: 1,709,827 shares; 2025Q2: 1,338,727 shares; 2025Q3: 1,449,362 shares; 2025Q4: 1,842,275 shares; 2026Q1: 1,984,826 shares; 2026Q2: 1,993,256 shares 1,993,256 $48M 0.07% +8,430 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: 165,090 shares; 2024Q4: 161,437 shares; 2025Q1: 196,847 shares; 2025Q2: 162,225 shares; 2025Q3: 187,965 shares; 2025Q4: 214,376 shares; 2026Q1: 213,864 shares; 2026Q2: 212,952 shares 212,952 $47.5M 0.07% -912 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: 1,191,632 shares; 2024Q4: 825,479 shares; 2025Q1: 823,688 shares; 2025Q2: 802,072 shares; 2025Q3: 783,035 shares; 2025Q4: 609,288 shares; 2026Q1: 646,100 shares; 2026Q2: 642,339 shares 642,339 $47.1M 0.07% -3,761 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 486,446 shares; 2024Q4: 624,710 shares; 2025Q1: 995,331 shares; 2025Q2: 1,090,289 shares; 2025Q3: 877,066 shares; 2025Q4: 632,267 shares; 2026Q1: 703,116 shares; 2026Q2: 757,990 shares 757,990 $46.7M 0.07% +54,874 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 301,397 shares; 2024Q4: 562,523 shares; 2025Q1: 568,234 shares; 2025Q2: 689,850 shares; 2025Q3: 530,092 shares; 2025Q4: 536,268 shares; 2026Q1: 607,348 shares; 2026Q2: 610,187 shares 610,187 $46.4M 0.07% +2,839 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: 64,992 shares; 2024Q4: 74,654 shares; 2025Q1: 77,374 shares; 2025Q2: 68,275 shares; 2025Q3: 78,773 shares; 2025Q4: 121,063 shares; 2026Q1: 102,527 shares; 2026Q2: 100,020 shares 100,020 $45.9M 0.07% -2,507 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,455 shares; 2024Q4: 85,295 shares; 2025Q1: 80,188 shares; 2025Q2: 80,956 shares; 2025Q3: 84,690 shares; 2025Q4: 91,130 shares; 2026Q1: 131,162 shares; 2026Q2: 133,137 shares 133,137 $45.8M 0.07% +1,975 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: 525,141 shares; 2024Q4: 501,865 shares; 2025Q1: 496,538 shares; 2025Q2: 513,304 shares; 2025Q3: 512,357 shares; 2025Q4: 625,374 shares; 2026Q1: 759,060 shares; 2026Q2: 790,382 shares 790,382 $45.7M 0.07% +31,322 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,156 shares; 2025Q1: 31,786 shares; 2025Q2: 58,901 shares; 2025Q3: 5,922 shares; 2025Q4: 671,230 shares; 2026Q1: 675,441 shares; 2026Q2: 695,790 shares 695,790 $45.6M 0.07% +20,349 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,141 shares; 2024Q4: 108,400 shares; 2025Q1: 114,386 shares; 2025Q2: 123,821 shares; 2025Q3: 493,264 shares; 2025Q4: 860,383 shares; 2026Q1: 949,731 shares; 2026Q2: 918,359 shares 918,359 $45.3M 0.07% -31,372 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: 130,321 shares; 2024Q4: 266,383 shares; 2025Q1: 246,694 shares; 2025Q2: 273,592 shares; 2025Q3: 257,136 shares; 2025Q4: 374,145 shares; 2026Q1: 375,938 shares; 2026Q2: 392,327 shares 392,327 $45.1M 0.07% +16,389 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200,277 shares 200,277 $44.8M 0.07% new Timeline JPIE 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: 15,900 shares; 2024Q4: 18,131 shares; 2025Q1: 57,198 shares; 2025Q2: 80,993 shares; 2025Q3: 63,571 shares; 2025Q4: 1,131,981 shares; 2026Q1: 885,099 shares; 2026Q2: 966,943 shares 966,943 $44.5M 0.07% +81,844 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 566,025 shares; 2024Q4: 320,617 shares; 2025Q1: 541,086 shares; 2025Q2: 802,409 shares; 2025Q3: 755,715 shares; 2025Q4: 556,029 shares; 2026Q1: 585,345 shares; 2026Q2: 581,655 shares 581,655 $44.5M 0.07% -3,690 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 826,936 shares; 2024Q4: 815,336 shares; 2025Q1: 906,874 shares; 2025Q2: 868,701 shares; 2025Q3: 890,855 shares; 2025Q4: 967,390 shares; 2026Q1: 896,914 shares; 2026Q2: 1,022,028 shares 1,022,028 $44.5M 0.07% +125,114 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: 916,240 shares; 2024Q4: 543,720 shares; 2025Q1: 550,801 shares; 2025Q2: 722,714 shares; 2025Q3: 761,283 shares; 2025Q4: 677,434 shares; 2026Q1: 700,668 shares; 2026Q2: 766,521 shares 766,521 $44.2M 0.07% +65,853 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 346,341 shares; 2024Q4: 378,028 shares; 2025Q1: 365,017 shares; 2025Q2: 435,218 shares; 2025Q3: 394,213 shares; 2025Q4: 452,814 shares; 2026Q1: 431,285 shares; 2026Q2: 412,168 shares 412,168 $44.2M 0.07% -19,117 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: 106,951 shares; 2024Q4: 110,646 shares; 2025Q1: 119,150 shares; 2025Q2: 123,376 shares; 2025Q3: 127,462 shares; 2025Q4: 194,904 shares; 2026Q1: 199,558 shares; 2026Q2: 197,501 shares 197,501 $43.7M 0.07% -2,057 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 758,364 shares; 2024Q4: 567,291 shares; 2025Q1: 474,982 shares; 2025Q2: 470,305 shares; 2025Q3: 464,614 shares; 2025Q4: 520,346 shares; 2026Q1: 718,849 shares; 2026Q2: 1,011,123 shares 1,011,123 $43.7M 0.07% +292,274 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: 177,445 shares; 2024Q4: 148,572 shares; 2025Q1: 121,638 shares; 2025Q2: 118,638 shares; 2025Q3: 125,703 shares; 2025Q4: 151,253 shares; 2026Q1: 153,969 shares; 2026Q2: 158,902 shares 158,902 $43.5M 0.07% +4,933 Timeline XBI 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: 178,503 shares; 2024Q4: 192,645 shares; 2025Q1: 171,521 shares; 2025Q2: 170,754 shares; 2025Q3: 163,421 shares; 2025Q4: 236,057 shares; 2026Q1: 235,832 shares; 2026Q2: 274,266 shares 274,266 $43.4M 0.07% +38,434 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 194,766 shares 194,766 $43.1M 0.07% new Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,592 shares; 2024Q4: 189,142 shares; 2025Q1: 273,410 shares; 2025Q2: 224,259 shares; 2025Q3: 287,057 shares; 2025Q4: 297,068 shares; 2026Q1: 300,562 shares; 2026Q2: 302,319 shares 302,319 $43M 0.07% +1,757 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,236,217 shares; 2024Q4: 1,570,761 shares; 2025Q1: 1,717,233 shares; 2025Q2: 1,524,542 shares; 2025Q3: 1,588,553 shares; 2025Q4: 1,318,933 shares; 2026Q1: 1,451,189 shares; 2026Q2: 1,401,024 shares 1,401,024 $42.7M 0.07% -50,165 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,800 shares; 2025Q2: 47,239 shares; 2025Q3: 90,454 shares; 2025Q4: 551,609 shares; 2026Q1: 642,679 shares; 2026Q2: 834,984 shares 834,984 $42.5M 0.07% +192,305 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,897 shares; 2024Q4: 63,987 shares; 2025Q1: 89,765 shares; 2025Q2: 107,412 shares; 2025Q3: 136,427 shares; 2025Q4: 274,168 shares; 2026Q1: 295,214 shares; 2026Q2: 318,869 shares 318,869 $42.5M 0.07% +23,655 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,320,993 shares; 2024Q4: 1,697,187 shares; 2025Q1: 1,967,843 shares; 2025Q2: 2,558,574 shares; 2025Q3: 2,444,503 shares; 2025Q4: 2,462,702 shares; 2026Q1: 2,497,970 shares; 2026Q2: 2,454,393 shares 2,454,393 $42.4M 0.07% -43,577 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: 850,407 shares; 2024Q4: 538,446 shares; 2025Q1: 505,968 shares; 2025Q2: 578,274 shares; 2025Q3: 540,128 shares; 2025Q4: 478,482 shares; 2026Q1: 329,690 shares; 2026Q2: 344,279 shares 344,279 $42.4M 0.06% +14,589 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,283 shares; 2024Q4: 187,349 shares; 2025Q1: 438,076 shares; 2025Q2: 753,180 shares; 2025Q3: 578,728 shares; 2025Q4: 443,175 shares; 2026Q1: 467,887 shares; 2026Q2: 407,409 shares 407,409 $42.4M 0.06% -60,478 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 344,188 shares; 2024Q4: 340,416 shares; 2025Q1: 366,875 shares; 2025Q2: 369,471 shares; 2025Q3: 370,228 shares; 2025Q4: 398,975 shares; 2026Q1: 409,763 shares; 2026Q2: 447,344 shares 447,344 $41.7M 0.06% +37,581 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: 51,963 shares; 2024Q4: 60,091 shares; 2025Q1: 53,703 shares; 2025Q2: 62,818 shares; 2025Q3: 63,928 shares; 2025Q4: 81,206 shares; 2026Q1: 95,710 shares; 2026Q2: 102,395 shares 102,395 $41.7M 0.06% +6,685 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,562 shares; 2024Q4: 177,196 shares; 2025Q1: 191,160 shares; 2025Q2: 215,129 shares; 2025Q3: 214,559 shares; 2025Q4: 216,150 shares; 2026Q1: 263,023 shares; 2026Q2: 284,810 shares 284,810 $41.6M 0.06% +21,787 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 441,554 shares; 2024Q4: 539,047 shares; 2025Q1: 534,849 shares; 2025Q2: 571,112 shares; 2025Q3: 213,769 shares; 2025Q4: 161,063 shares; 2026Q1: 139,699 shares; 2026Q2: 136,932 shares 136,932 $41.4M 0.06% -2,767 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,314 shares; 2024Q4: 11,583 shares; 2025Q1: 19,540 shares; 2025Q2: 21,254 shares; 2025Q3: 28,377 shares; 2025Q4: 22,390 shares; 2026Q1: 30,704 shares; 2026Q2: 42,320 shares 42,320 $40.8M 0.06% +11,616 Timeline VPU 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: 204,391 shares; 2024Q4: 206,200 shares; 2025Q1: 203,495 shares; 2025Q2: 202,388 shares; 2025Q3: 200,250 shares; 2025Q4: 203,334 shares; 2026Q1: 206,532 shares; 2026Q2: 207,697 shares 207,697 $40.7M 0.06% +1,165 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: 47,392 shares; 2024Q4: 47,146 shares; 2025Q1: 48,724 shares; 2025Q2: 50,794 shares; 2025Q3: 52,656 shares; 2025Q4: 53,349 shares; 2026Q1: 56,520 shares; 2026Q2: 57,763 shares 57,763 $40.6M 0.06% +1,243 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,819 shares; 2024Q4: 248,660 shares; 2025Q1: 337,081 shares; 2025Q2: 311,619 shares; 2025Q3: 343,387 shares; 2025Q4: 357,659 shares; 2026Q1: 358,457 shares; 2026Q2: 720,957 shares 720,957 $40.5M 0.06% +362,500 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 85,841 shares; 2025Q1: 151,200 shares; 2025Q2: 165,588 shares; 2025Q3: 150,318 shares; 2025Q4: 154,257 shares; 2026Q1: 179,990 shares; 2026Q2: 115,252 shares 115,252 $40.3M 0.06% -64,738 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246,404 shares; 2024Q4: 250,410 shares; 2025Q1: 257,226 shares; 2025Q2: 280,882 shares; 2025Q3: 276,872 shares; 2025Q4: 265,056 shares; 2026Q1: 249,174 shares; 2026Q2: 167,409 shares 167,409 $40.3M 0.06% -81,765 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: 275,137 shares; 2024Q4: 283,470 shares; 2025Q1: 336,413 shares; 2025Q2: 315,329 shares; 2025Q3: 336,110 shares; 2025Q4: 395,776 shares; 2026Q1: 401,694 shares; 2026Q2: 463,433 shares 463,433 $40.3M 0.06% +61,739 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,089 shares; 2024Q4: 234,405 shares; 2025Q1: 238,431 shares; 2025Q2: 268,563 shares; 2025Q3: 309,620 shares; 2025Q4: 424,763 shares; 2026Q1: 435,690 shares; 2026Q2: 449,387 shares 449,387 $40.1M 0.06% +13,697 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: 414,618 shares; 2024Q4: 221,951 shares; 2025Q1: 572,456 shares; 2025Q2: 1,188,221 shares; 2025Q3: 497,591 shares; 2025Q4: 1,393,578 shares; 2026Q1: 971,964 shares; 2026Q2: 857,446 shares 857,446 $40.1M 0.06% -114,518 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: 385,658 shares; 2024Q4: 404,700 shares; 2025Q1: 441,865 shares; 2025Q2: 406,651 shares; 2025Q3: 409,613 shares; 2025Q4: 431,746 shares; 2026Q1: 425,869 shares; 2026Q2: 428,416 shares 428,416 $40M 0.06% +2,547 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES 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: 142 shares; 2025Q4: 70,902 shares; 2026Q1: 230,181 shares; 2026Q2: 452,258 shares 452,258 $39.9M 0.06% +222,077 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 387,513 shares; 2024Q4: 826,157 shares; 2025Q1: 975,696 shares; 2025Q2: 945,976 shares; 2025Q3: 901,678 shares; 2025Q4: 703,298 shares; 2026Q1: 493,573 shares; 2026Q2: 596,739 shares 596,739 $39.7M 0.06% +103,166 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,414 shares; 2024Q4: 65,231 shares; 2025Q1: 71,010 shares; 2025Q2: 69,227 shares; 2025Q3: 63,936 shares; 2025Q4: 64,226 shares; 2026Q1: 62,893 shares; 2026Q2: 59,450 shares 59,450 $39.6M 0.06% -3,443 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: 352,561 shares; 2024Q4: 383,339 shares; 2025Q1: 393,074 shares; 2025Q2: 442,107 shares; 2025Q3: 465,159 shares; 2025Q4: 376,957 shares; 2026Q1: 369,195 shares; 2026Q2: 387,205 shares 387,205 $39.6M 0.06% +18,010 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,978 shares; 2024Q4: 222,840 shares; 2025Q1: 238,479 shares; 2025Q2: 237,042 shares; 2025Q3: 237,976 shares; 2025Q4: 402,004 shares; 2026Q1: 423,090 shares; 2026Q2: 481,437 shares 481,437 $39.5M 0.06% +58,347 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: 106,593 shares; 2024Q4: 93,140 shares; 2025Q1: 100,321 shares; 2025Q2: 106,221 shares; 2025Q3: 111,501 shares; 2025Q4: 127,456 shares; 2026Q1: 128,804 shares; 2026Q2: 141,443 shares 141,443 $39.4M 0.06% +12,639 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: 171,422 shares; 2024Q4: 175,519 shares; 2025Q1: 227,424 shares; 2025Q2: 231,045 shares; 2025Q3: 245,596 shares; 2025Q4: 258,314 shares; 2026Q1: 267,702 shares; 2026Q2: 258,404 shares 258,404 $39.3M 0.06% -9,298 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: 413,280 shares; 2024Q4: 384,014 shares; 2025Q1: 351,983 shares; 2025Q2: 354,721 shares; 2025Q3: 338,356 shares; 2025Q4: 342,092 shares; 2026Q1: 331,320 shares; 2026Q2: 334,878 shares 334,878 $39.3M 0.06% +3,558 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,311 shares; 2024Q4: 210,256 shares; 2025Q1: 366,970 shares; 2025Q2: 454,667 shares; 2025Q3: 488,514 shares; 2025Q4: 544,717 shares; 2026Q1: 529,666 shares; 2026Q2: 512,138 shares 512,138 $39.2M 0.06% -17,528 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: 356,171 shares; 2024Q4: 363,694 shares; 2025Q1: 406,868 shares; 2025Q2: 462,030 shares; 2025Q3: 449,828 shares; 2025Q4: 488,706 shares; 2026Q1: 509,094 shares; 2026Q2: 543,941 shares 543,941 $39.1M 0.06% +34,847 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 313,329 shares; 2024Q4: 260,875 shares; 2025Q1: 286,117 shares; 2025Q2: 301,443 shares; 2025Q3: 305,878 shares; 2025Q4: 417,845 shares; 2026Q1: 469,018 shares; 2026Q2: 467,587 shares 467,587 $39M 0.06% -1,431 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,835 shares; 2024Q4: 75,029 shares; 2025Q1: 166,364 shares; 2025Q2: 262,407 shares; 2025Q3: 297,947 shares; 2025Q4: 396,761 shares; 2026Q1: 520,241 shares; 2026Q2: 571,057 shares 571,057 $38.8M 0.06% +50,816 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: 192,774 shares; 2024Q4: 192,012 shares; 2025Q1: 180,666 shares; 2025Q2: 185,614 shares; 2025Q3: 179,102 shares; 2025Q4: 194,677 shares; 2026Q1: 252,281 shares; 2026Q2: 247,122 shares 247,122 $38.8M 0.06% -5,159 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: 79,917 shares; 2024Q4: 103,795 shares; 2025Q1: 110,564 shares; 2025Q2: 147,630 shares; 2025Q3: 199,085 shares; 2025Q4: 196,668 shares; 2026Q1: 201,535 shares; 2026Q2: 293,396 shares 293,396 $38.3M 0.06% +91,861 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 373,097 shares; 2024Q4: 316,604 shares; 2025Q1: 325,851 shares; 2025Q2: 530,423 shares; 2025Q3: 542,161 shares; 2025Q4: 585,669 shares; 2026Q1: 840,772 shares; 2026Q2: 816,589 shares 816,589 $38.2M 0.06% -24,183 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,990 shares; 2024Q4: 128,289 shares; 2025Q1: 132,198 shares; 2025Q2: 128,897 shares; 2025Q3: 140,291 shares; 2025Q4: 176,276 shares; 2026Q1: 167,485 shares; 2026Q2: 209,652 shares 209,652 $38M 0.06% +42,167 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,230,825 shares; 2024Q4: 978,180 shares; 2025Q1: 1,008,155 shares; 2025Q2: 1,036,500 shares; 2025Q3: 1,016,597 shares; 2025Q4: 608,347 shares; 2026Q1: 608,779 shares; 2026Q2: 648,947 shares 648,947 $37.8M 0.06% +40,168 Timeline CSMD PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,085 shares; 2025Q2: 49,780 shares; 2025Q3: 37,635 shares; 2025Q4: 686,314 shares; 2026Q1: 898,477 shares; 2026Q2: 1,033,641 shares 1,033,641 $37.7M 0.06% +135,164 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,877 shares; 2024Q4: 132,211 shares; 2025Q1: 165,805 shares; 2025Q2: 88,606 shares; 2025Q3: 151,931 shares; 2025Q4: 61,543 shares; 2026Q1: 46,457 shares; 2026Q2: 286,536 shares 286,536 $37.7M 0.06% +240,079 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: 94,359 shares; 2024Q4: 122,656 shares; 2025Q1: 166,005 shares; 2025Q2: 194,186 shares; 2025Q3: 197,789 shares; 2025Q4: 364,360 shares; 2026Q1: 336,828 shares; 2026Q2: 338,916 shares 338,916 $37M 0.06% +2,088 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,840,066 shares; 2024Q4: 1,832,157 shares; 2025Q1: 1,955,541 shares; 2025Q2: 1,985,582 shares; 2025Q3: 2,013,530 shares; 2025Q4: 2,211,426 shares; 2026Q1: 2,036,908 shares; 2026Q2: 2,041,355 shares 2,041,355 $36.5M 0.06% +4,447 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: 109,528 shares; 2024Q4: 106,264 shares; 2025Q1: 109,596 shares; 2025Q2: 110,936 shares; 2025Q3: 134,690 shares; 2025Q4: 156,976 shares; 2026Q1: 167,014 shares; 2026Q2: 165,204 shares 165,204 $36.5M 0.06% -1,810 Timeline QGRW 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: 4,100 shares; 2025Q4: 99,360 shares; 2026Q1: 506,026 shares; 2026Q2: 548,800 shares 548,800 $36.2M 0.06% +42,774 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,052 shares; 2024Q4: 102,108 shares; 2025Q1: 102,477 shares; 2025Q2: 123,910 shares; 2025Q3: 130,345 shares; 2025Q4: 175,404 shares; 2026Q1: 190,527 shares; 2026Q2: 192,183 shares 192,183 $36.1M 0.06% +1,656 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260,321 shares; 2024Q4: 142,747 shares; 2025Q1: 116,054 shares; 2025Q2: 110,302 shares; 2025Q3: 141,090 shares; 2025Q4: 212,285 shares; 2026Q1: 261,692 shares; 2026Q2: 243,204 shares 243,204 $36.1M 0.06% -18,488 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,073,223 shares; 2024Q4: 2,853,451 shares; 2025Q1: 4,037,951 shares; 2025Q2: 2,806,192 shares; 2025Q3: 2,971,111 shares; 2025Q4: 2,311,002 shares; 2026Q1: 2,802,868 shares; 2026Q2: 2,799,784 shares 2,799,784 $36.1M 0.06% -3,084 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: 166,816 shares; 2024Q4: 151,611 shares; 2025Q1: 184,160 shares; 2025Q2: 218,585 shares; 2025Q3: 227,595 shares; 2025Q4: 233,089 shares; 2026Q1: 270,288 shares; 2026Q2: 283,366 shares 283,366 $35.9M 0.05% +13,078 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,141 shares; 2025Q4: 4,669 shares; 2026Q1: 313,895 shares; 2026Q2: 225,982 shares 225,982 $35.5M 0.05% -87,913 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 524,400 shares; 2024Q4: 588,231 shares; 2025Q1: 569,145 shares; 2025Q2: 630,157 shares; 2025Q3: 681,508 shares; 2025Q4: 760,459 shares; 2026Q1: 748,092 shares; 2026Q2: 695,481 shares 695,481 $35.2M 0.05% -52,611 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,229 shares; 2024Q4: 41,282 shares; 2025Q1: 84,238 shares; 2025Q2: 80,114 shares; 2025Q3: 84,528 shares; 2025Q4: 83,667 shares; 2026Q1: 87,975 shares; 2026Q2: 87,969 shares 87,969 $34.9M 0.05% -6 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: 456,434 shares; 2024Q4: 682,346 shares; 2025Q1: 723,143 shares; 2025Q2: 563,408 shares; 2025Q3: 586,004 shares; 2025Q4: 624,271 shares; 2026Q1: 647,210 shares; 2026Q2: 664,743 shares 664,743 $34.8M 0.05% +17,533 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,148 shares; 2024Q4: 508,734 shares; 2025Q1: 1,782,233 shares; 2025Q2: 1,696,042 shares; 2025Q3: 1,999,231 shares; 2025Q4: 2,652,139 shares; 2026Q1: 1,528,050 shares; 2026Q2: 1,683,991 shares 1,683,991 $34.3M 0.05% +155,941 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: 127,559 shares; 2024Q4: 126,396 shares; 2025Q1: 214,471 shares; 2025Q2: 170,587 shares; 2025Q3: 204,375 shares; 2025Q4: 205,516 shares; 2026Q1: 206,795 shares; 2026Q2: 200,777 shares 200,777 $34.1M 0.05% -6,018 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 381,047 shares; 2024Q4: 386,220 shares; 2025Q1: 390,335 shares; 2025Q2: 388,221 shares; 2025Q3: 376,029 shares; 2025Q4: 369,865 shares; 2026Q1: 360,310 shares; 2026Q2: 352,850 shares 352,850 $34M 0.05% -7,460 Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,984 shares; 2025Q4: 594,351 shares; 2026Q1: 762,497 shares; 2026Q2: 1,338,592 shares 1,338,592 $33.9M 0.05% +576,095 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 283,958 shares; 2024Q4: 272,037 shares; 2025Q1: 239,495 shares; 2025Q2: 255,483 shares; 2025Q3: 249,544 shares; 2025Q4: 277,486 shares; 2026Q1: 301,923 shares; 2026Q2: 307,614 shares 307,614 $33.7M 0.05% +5,691 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 302,856 shares; 2024Q4: 340,859 shares; 2025Q1: 391,990 shares; 2025Q2: 396,304 shares; 2025Q3: 317,289 shares; 2025Q4: 241,708 shares; 2026Q1: 225,338 shares; 2026Q2: 155,557 shares 155,557 $33.7M 0.05% -69,781 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 487,618 shares; 2024Q4: 493,714 shares; 2025Q1: 460,533 shares; 2025Q2: 465,990 shares; 2025Q3: 465,436 shares; 2025Q4: 691,175 shares; 2026Q1: 687,455 shares; 2026Q2: 706,882 shares 706,882 $33.6M 0.05% +19,427 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: 250,835 shares; 2024Q4: 271,780 shares; 2025Q1: 278,726 shares; 2025Q2: 294,126 shares; 2025Q3: 318,421 shares; 2025Q4: 468,911 shares; 2026Q1: 544,594 shares; 2026Q2: 570,265 shares 570,265 $33.6M 0.05% +25,671 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: 174,644 shares; 2024Q4: 179,378 shares; 2025Q1: 189,057 shares; 2025Q2: 191,467 shares; 2025Q3: 196,092 shares; 2025Q4: 227,790 shares; 2026Q1: 228,667 shares; 2026Q2: 226,826 shares 226,826 $33.2M 0.05% -1,841 Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,094 shares; 2025Q2: 108,614 shares; 2025Q3: 92,916 shares; 2025Q4: 101,257 shares; 2026Q1: 863,602 shares; 2026Q2: 922,930 shares 922,930 $33.1M 0.05% +59,328 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: 172,043 shares; 2024Q4: 180,585 shares; 2025Q1: 242,423 shares; 2025Q2: 270,077 shares; 2025Q3: 272,343 shares; 2025Q4: 292,949 shares; 2026Q1: 308,233 shares; 2026Q2: 310,995 shares 310,995 $33.1M 0.05% +2,762 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 798,337 shares; 2024Q4: 1,008,433 shares; 2025Q1: 616,381 shares; 2025Q2: 363,287 shares; 2025Q3: 412,546 shares; 2025Q4: 610,219 shares; 2026Q1: 668,883 shares; 2026Q2: 653,599 shares 653,599 $33.1M 0.05% -15,284 Timeline VIS 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: 100,183 shares; 2024Q4: 106,354 shares; 2025Q1: 104,934 shares; 2025Q2: 106,490 shares; 2025Q3: 98,442 shares; 2025Q4: 100,159 shares; 2026Q1: 93,357 shares; 2026Q2: 90,947 shares 90,947 $32.8M 0.05% -2,410 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: 318,808 shares; 2024Q4: 184,695 shares; 2025Q1: 175,390 shares; 2025Q2: 181,838 shares; 2025Q3: 186,657 shares; 2025Q4: 268,830 shares; 2026Q1: 281,428 shares; 2026Q2: 303,286 shares 303,286 $32.7M 0.05% +21,858 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: 266,809 shares; 2024Q4: 270,358 shares; 2025Q1: 254,469 shares; 2025Q2: 252,989 shares; 2025Q3: 251,924 shares; 2025Q4: 261,702 shares; 2026Q1: 280,395 shares; 2026Q2: 277,858 shares 277,858 $32.6M 0.05% -2,537 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,329 shares; 2024Q4: 120,634 shares; 2025Q1: 126,654 shares; 2025Q2: 130,504 shares; 2025Q3: 136,193 shares; 2025Q4: 126,703 shares; 2026Q1: 252,285 shares; 2026Q2: 260,394 shares 260,394 $32.6M 0.05% +8,109 Timeline AIQ 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: 542,443 shares; 2024Q4: 606,164 shares; 2025Q1: 610,871 shares; 2025Q2: 501,079 shares; 2025Q3: 529,862 shares; 2025Q4: 552,103 shares; 2026Q1: 441,235 shares; 2026Q2: 496,100 shares 496,100 $32.5M 0.05% +54,865 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: 74,988 shares; 2024Q4: 74,827 shares; 2025Q1: 36,452 shares; 2025Q2: 38,522 shares; 2025Q3: 37,190 shares; 2025Q4: 54,643 shares; 2026Q1: 90,595 shares; 2026Q2: 193,731 shares 193,731 $32.5M 0.05% +103,136 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 520,903 shares; 2024Q4: 410,405 shares; 2025Q1: 409,039 shares; 2025Q2: 356,865 shares; 2025Q3: 384,969 shares; 2025Q4: 281,491 shares; 2026Q1: 224,259 shares; 2026Q2: 212,980 shares 212,980 $32.2M 0.05% -11,279 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 559,236 shares; 2024Q4: 404,397 shares; 2025Q1: 700,079 shares; 2025Q2: 716,358 shares; 2025Q3: 742,524 shares; 2025Q4: 1,150,649 shares; 2026Q1: 1,226,752 shares; 2026Q2: 1,233,279 shares 1,233,279 $32.1M 0.05% +6,527 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,692 shares; 2024Q4: 220,303 shares; 2025Q1: 215,055 shares; 2025Q2: 231,338 shares; 2025Q3: 227,885 shares; 2025Q4: 248,651 shares; 2026Q1: 245,185 shares; 2026Q2: 242,805 shares 242,805 $32M 0.05% -2,380 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: 215,989 shares; 2024Q4: 216,936 shares; 2025Q1: 214,343 shares; 2025Q2: 215,311 shares; 2025Q3: 216,334 shares; 2025Q4: 218,225 shares; 2026Q1: 224,193 shares; 2026Q2: 215,877 shares 215,877 $31.9M 0.05% -8,316 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: 402,410 shares; 2024Q4: 453,761 shares; 2025Q1: 416,339 shares; 2025Q2: 377,869 shares; 2025Q3: 249,013 shares; 2025Q4: 210,391 shares; 2026Q1: 215,082 shares; 2026Q2: 254,791 shares 254,791 $31.7M 0.05% +39,709 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,812 shares; 2024Q4: 59,646 shares; 2025Q1: 59,410 shares; 2025Q2: 58,457 shares; 2025Q3: 61,451 shares; 2025Q4: 76,804 shares; 2026Q1: 75,383 shares; 2026Q2: 74,325 shares 74,325 $31.7M 0.05% -1,058 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,564 shares; 2024Q4: 202,743 shares; 2025Q1: 217,119 shares; 2025Q2: 234,812 shares; 2025Q3: 233,924 shares; 2025Q4: 339,450 shares; 2026Q1: 345,681 shares; 2026Q2: 390,415 shares 390,415 $31.7M 0.05% +44,734 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 437,596 shares; 2024Q4: 244,896 shares; 2025Q1: 307,460 shares; 2025Q2: 184,767 shares; 2025Q3: 143,133 shares; 2025Q4: 511,178 shares; 2026Q1: 552,329 shares; 2026Q2: 593,318 shares 593,318 $31.6M 0.05% +40,989 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98,294 shares; 2025Q3: 96,985 shares; 2025Q4: 133,676 shares; 2026Q1: 142,517 shares; 2026Q2: 190,141 shares 190,141 $31.3M 0.05% +47,624 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,227 shares; 2024Q4: 221,979 shares; 2025Q1: 170,774 shares; 2025Q2: 122,913 shares; 2025Q3: 121,110 shares; 2025Q4: 81,239 shares; 2026Q1: 122,977 shares; 2026Q2: 117,062 shares 117,062 $31.3M 0.05% -5,915 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: 411,720 shares; 2024Q4: 188,811 shares; 2025Q1: 233,487 shares; 2025Q2: 243,564 shares; 2025Q3: 262,149 shares; 2025Q4: 326,463 shares; 2026Q1: 249,644 shares; 2026Q2: 245,753 shares 245,753 $31.2M 0.05% -3,891 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 753,728 shares; 2024Q4: 554,217 shares; 2025Q1: 564,563 shares; 2025Q2: 478,129 shares; 2025Q3: 402,920 shares; 2025Q4: 403,586 shares; 2026Q1: 396,487 shares; 2026Q2: 361,281 shares 361,281 $31.2M 0.05% -35,206 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 866,903 shares; 2024Q4: 420,734 shares; 2025Q1: 327,141 shares; 2025Q2: 366,563 shares; 2025Q3: 293,279 shares; 2025Q4: 297,521 shares; 2026Q1: 268,701 shares; 2026Q2: 252,801 shares 252,801 $31.1M 0.05% -15,900 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,412 shares; 2024Q4: 187,508 shares; 2025Q1: 154,177 shares; 2025Q2: 167,604 shares; 2025Q3: 184,658 shares; 2025Q4: 180,397 shares; 2026Q1: 199,774 shares; 2026Q2: 255,238 shares 255,238 $31M 0.05% +55,464 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 283,837 shares; 2024Q4: 266,129 shares; 2025Q1: 262,119 shares; 2025Q2: 335,939 shares; 2025Q3: 304,620 shares; 2025Q4: 316,164 shares; 2026Q1: 323,110 shares; 2026Q2: 326,530 shares 326,530 $30.9M 0.05% +3,420 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,964 shares; 2024Q4: 148,074 shares; 2025Q1: 171,083 shares; 2025Q2: 225,656 shares; 2025Q3: 348,841 shares; 2025Q4: 595,938 shares; 2026Q1: 711,941 shares; 2026Q2: 721,186 shares 721,186 $30.8M 0.05% +9,245 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,207 shares; 2024Q4: 94,711 shares; 2025Q1: 111,105 shares; 2025Q2: 122,012 shares; 2025Q3: 121,925 shares; 2025Q4: 131,110 shares; 2026Q1: 132,899 shares; 2026Q2: 136,475 shares 136,475 $30.5M 0.05% +3,576 Timeline MODL 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: 389,966 shares; 2024Q4: 389,299 shares; 2025Q1: 433,502 shares; 2025Q2: 436,886 shares; 2025Q3: 509,757 shares; 2025Q4: 539,939 shares; 2026Q1: 598,577 shares; 2026Q2: 595,961 shares 595,961 $30.4M 0.05% -2,616 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG 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: 430 shares; 2025Q4: 169,688 shares; 2026Q1: 538,711 shares; 2026Q2: 889,014 shares 889,014 $30.3M 0.05% +350,303 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 540,162 shares; 2024Q4: 602,140 shares; 2025Q1: 642,868 shares; 2025Q2: 694,196 shares; 2025Q3: 821,918 shares; 2025Q4: 523,112 shares; 2026Q1: 466,055 shares; 2026Q2: 481,634 shares 481,634 $30.3M 0.05% +15,579 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 249,920 shares; 2024Q4: 285,447 shares; 2025Q1: 374,164 shares; 2025Q2: 422,697 shares; 2025Q3: 436,645 shares; 2025Q4: 374,696 shares; 2026Q1: 391,067 shares; 2026Q2: 392,527 shares 392,527 $30.3M 0.05% +1,460 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION 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: 7,955 shares; 2025Q4: 242,069 shares; 2026Q1: 400,354 shares; 2026Q2: 1,232,117 shares 1,232,117 $30.1M 0.05% +831,763 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: 54,564 shares; 2024Q4: 60,324 shares; 2025Q1: 52,622 shares; 2025Q2: 64,154 shares; 2025Q3: 75,542 shares; 2025Q4: 85,579 shares; 2026Q1: 88,734 shares; 2026Q2: 95,604 shares 95,604 $30.1M 0.05% +6,870 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 406,799 shares; 2024Q4: 404,445 shares; 2025Q1: 445,649 shares; 2025Q2: 363,800 shares; 2025Q3: 366,818 shares; 2025Q4: 400,464 shares; 2026Q1: 415,510 shares; 2026Q2: 395,929 shares 395,929 $30M 0.05% -19,581 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 266,745 shares; 2024Q4: 388,680 shares; 2025Q1: 533,945 shares; 2025Q2: 856,674 shares; 2025Q3: 915,666 shares; 2025Q4: 799,483 shares; 2026Q1: 560,656 shares; 2026Q2: 577,011 shares 577,011 $29.9M 0.05% +16,355 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: 419,874 shares; 2024Q4: 225,729 shares; 2025Q1: 210,872 shares; 2025Q2: 221,299 shares; 2025Q3: 227,039 shares; 2025Q4: 290,311 shares; 2026Q1: 332,816 shares; 2026Q2: 394,229 shares 394,229 $29.9M 0.05% +61,413 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 74,431 shares; 2025Q1: 72,867 shares; 2025Q2: 77,874 shares; 2025Q3: 75,494 shares; 2025Q4: 680,911 shares; 2026Q1: 703,365 shares; 2026Q2: 721,193 shares 721,193 $29.7M 0.05% +17,828 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: 266,203 shares; 2024Q4: 265,831 shares; 2025Q1: 287,064 shares; 2025Q2: 299,760 shares; 2025Q3: 313,603 shares; 2025Q4: 364,328 shares; 2026Q1: 349,334 shares; 2026Q2: 319,236 shares 319,236 $29.5M 0.05% -30,098 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 505,429 shares; 2024Q4: 282,614 shares; 2025Q1: 245,501 shares; 2025Q2: 450,176 shares; 2025Q3: 284,500 shares; 2025Q4: 286,721 shares; 2026Q1: 367,552 shares; 2026Q2: 213,065 shares 213,065 $29.4M 0.05% -154,487 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: 586,593 shares; 2024Q4: 639,827 shares; 2025Q1: 618,432 shares; 2025Q2: 579,374 shares; 2025Q3: 568,142 shares; 2025Q4: 654,346 shares; 2026Q1: 611,189 shares; 2026Q2: 618,136 shares 618,136 $29.4M 0.05% +6,947 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: 158,234 shares; 2024Q4: 159,120 shares; 2025Q1: 143,838 shares; 2025Q2: 145,382 shares; 2025Q3: 158,811 shares; 2025Q4: 178,827 shares; 2026Q1: 203,759 shares; 2026Q2: 236,325 shares 236,325 $28.9M 0.04% +32,566 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: 153,495 shares; 2024Q4: 157,105 shares; 2025Q1: 167,464 shares; 2025Q2: 151,934 shares; 2025Q3: 158,256 shares; 2025Q4: 198,232 shares; 2026Q1: 177,890 shares; 2026Q2: 175,026 shares 175,026 $28.8M 0.04% -2,864 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,771 shares; 2024Q4: 116,894 shares; 2025Q1: 96,413 shares; 2025Q2: 143,046 shares; 2025Q3: 96,602 shares; 2025Q4: 98,212 shares; 2026Q1: 97,971 shares; 2026Q2: 96,248 shares 96,248 $28.8M 0.04% -1,723 Timeline HEDG SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 593,362 shares; 2026Q1: 789,109 shares; 2026Q2: 951,354 shares 951,354 $28.5M 0.04% +162,245 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: 17,891 shares; 2024Q4: 30,448 shares; 2025Q1: 32,791 shares; 2025Q2: 21,301 shares; 2025Q3: 19,799 shares; 2025Q4: 472,822 shares; 2026Q1: 505,605 shares; 2026Q2: 512,194 shares 512,194 $28.3M 0.04% +6,589 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,940 shares; 2024Q4: 93,618 shares; 2025Q1: 92,379 shares; 2025Q2: 101,429 shares; 2025Q3: 116,217 shares; 2025Q4: 254,911 shares; 2026Q1: 278,361 shares; 2026Q2: 288,955 shares 288,955 $27.9M 0.04% +10,594 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,139 shares; 2024Q4: 124,519 shares; 2025Q1: 123,054 shares; 2025Q2: 265,459 shares; 2025Q3: 264,394 shares; 2025Q4: 207,564 shares; 2026Q1: 265,940 shares; 2026Q2: 250,118 shares 250,118 $27.8M 0.04% -15,822 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,794 shares; 2024Q4: 141,851 shares; 2025Q1: 143,331 shares; 2025Q2: 131,535 shares; 2025Q3: 126,655 shares; 2025Q4: 147,707 shares; 2026Q1: 136,949 shares; 2026Q2: 146,356 shares 146,356 $27.8M 0.04% +9,407 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: 299,798 shares; 2024Q4: 437,397 shares; 2025Q1: 471,549 shares; 2025Q2: 432,746 shares; 2025Q3: 315,007 shares; 2025Q4: 298,876 shares; 2026Q1: 303,490 shares; 2026Q2: 672,249 shares 672,249 $27.8M 0.04% +368,759 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: 82,401 shares; 2025Q3: 132,502 shares; 2025Q4: 176,628 shares; 2026Q1: 177,320 shares; 2026Q2: 147,434 shares 147,434 $27.8M 0.04% -29,886 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,276 shares; 2024Q4: 71,271 shares; 2025Q1: 75,975 shares; 2025Q2: 95,521 shares; 2025Q3: 121,056 shares; 2025Q4: 131,768 shares; 2026Q1: 118,902 shares; 2026Q2: 121,234 shares 121,234 $27.5M 0.04% +2,332 Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 337,629 shares; 2026Q2: 538,671 shares 538,671 $27.4M 0.04% +201,042 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,539 shares; 2025Q4: 35,213 shares; 2026Q1: 341,958 shares; 2026Q2: 344,898 shares 344,898 $27.4M 0.04% +2,940 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,224 shares; 2025Q4: 3,313 shares; 2026Q1: 3,996 shares; 2026Q2: 12,026 shares 12,026 $27.3M 0.04% +8,030 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 646,778 shares; 2024Q4: 749,596 shares; 2025Q1: 698,917 shares; 2025Q2: 698,481 shares; 2025Q3: 609,707 shares; 2025Q4: 803,738 shares; 2026Q1: 264,609 shares; 2026Q2: 210,588 shares 210,588 $27.3M 0.04% -54,021 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 412,206 shares; 2024Q4: 407,276 shares; 2025Q1: 415,637 shares; 2025Q2: 420,618 shares; 2025Q3: 439,499 shares; 2025Q4: 448,149 shares; 2026Q1: 450,827 shares; 2026Q2: 454,401 shares 454,401 $27.2M 0.04% +3,574 Timeline SPAB 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: 698,900 shares; 2024Q4: 738,554 shares; 2025Q1: 787,840 shares; 2025Q2: 791,713 shares; 2025Q3: 837,489 shares; 2025Q4: 975,100 shares; 2026Q1: 1,029,855 shares; 2026Q2: 1,062,315 shares 1,062,315 $27.1M 0.04% +32,460 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: 52,744 shares; 2024Q4: 52,973 shares; 2025Q1: 51,426 shares; 2025Q2: 54,825 shares; 2025Q3: 53,753 shares; 2025Q4: 53,109 shares; 2026Q1: 52,192 shares; 2026Q2: 51,299 shares 51,299 $27M 0.04% -893 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 423,461 shares; 2024Q4: 486,772 shares; 2025Q1: 493,594 shares; 2025Q2: 552,839 shares; 2025Q3: 467,326 shares; 2025Q4: 324,633 shares; 2026Q1: 340,723 shares; 2026Q2: 420,796 shares 420,796 $27M 0.04% +80,073 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,129,671 shares; 2024Q4: 1,074,662 shares; 2025Q1: 1,197,962 shares; 2025Q2: 1,014,634 shares; 2025Q3: 1,012,382 shares; 2025Q4: 1,079,425 shares; 2026Q1: 1,133,394 shares; 2026Q2: 1,183,233 shares 1,183,233 $27M 0.04% +49,839 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: 170,000 shares; 2024Q4: 166,795 shares; 2025Q1: 214,120 shares; 2025Q2: 229,180 shares; 2025Q3: 224,041 shares; 2025Q4: 227,383 shares; 2026Q1: 235,869 shares; 2026Q2: 281,598 shares 281,598 $27M 0.04% +45,729 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: 69,546 shares; 2024Q4: 74,398 shares; 2025Q1: 83,524 shares; 2025Q2: 93,170 shares; 2025Q3: 99,741 shares; 2025Q4: 106,890 shares; 2026Q1: 100,256 shares; 2026Q2: 78,219 shares 78,219 $26.9M 0.04% -22,037 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: 26,673 shares; 2024Q4: 50,796 shares; 2025Q1: 54,769 shares; 2025Q2: 69,499 shares; 2025Q3: 75,553 shares; 2025Q4: 105,545 shares; 2026Q1: 86,718 shares; 2026Q2: 73,569 shares 73,569 $26.9M 0.04% -13,149 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: 65,797 shares; 2025Q2: 91,344 shares; 2025Q3: 109,845 shares; 2025Q4: 451,005 shares; 2026Q1: 528,153 shares; 2026Q2: 587,368 shares 587,368 $26.9M 0.04% +59,215 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 58,100 shares; 2025Q1: 77,996 shares; 2025Q2: 131,377 shares; 2025Q3: 142,961 shares; 2025Q4: 108,202 shares; 2026Q1: 73,707 shares; 2026Q2: 70,708 shares 70,708 $26.8M 0.04% -2,999 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 524,155 shares; 2024Q4: 575,230 shares; 2025Q1: 610,014 shares; 2025Q2: 656,632 shares; 2025Q3: 1,133,757 shares; 2025Q4: 1,723,281 shares; 2026Q1: 2,130,221 shares; 2026Q2: 2,460,867 shares 2,460,867 $26.7M 0.04% +330,646 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: 159,675 shares; 2024Q4: 163,127 shares; 2025Q1: 217,996 shares; 2025Q2: 189,520 shares; 2025Q3: 189,669 shares; 2025Q4: 199,162 shares; 2026Q1: 197,334 shares; 2026Q2: 194,856 shares 194,856 $26.6M 0.04% -2,478 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: 604,032 shares; 2024Q4: 424,381 shares; 2025Q1: 362,657 shares; 2025Q2: 307,043 shares; 2025Q3: 309,394 shares; 2025Q4: 300,770 shares; 2026Q1: 397,730 shares; 2026Q2: 254,322 shares 254,322 $26.3M 0.04% -143,408 Timeline MIR MIRION TECHNOLOGIES INC More: the full row for MIRION TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 938,237 shares; 2025Q2: 1,062,358 shares; 2025Q3: 971,583 shares; 2025Q4: 1,139,037 shares; 2026Q1: 1,392,724 shares; 2026Q2: 1,466,144 shares 1,466,144 $26.3M 0.04% +73,420 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: 183,119 shares; 2024Q4: 189,293 shares; 2025Q1: 201,381 shares; 2025Q2: 205,001 shares; 2025Q3: 244,397 shares; 2025Q4: 385,281 shares; 2026Q1: 351,667 shares; 2026Q2: 358,094 shares 358,094 $26.3M 0.04% +6,427 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: 88,050 shares; 2024Q4: 103,812 shares; 2025Q1: 118,918 shares; 2025Q2: 110,780 shares; 2025Q3: 129,786 shares; 2025Q4: 249,706 shares; 2026Q1: 220,887 shares; 2026Q2: 220,621 shares 220,621 $26.3M 0.04% -266 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 93,061 shares; 2025Q1: 144,491 shares; 2025Q2: 142,195 shares; 2025Q3: 89,152 shares; 2025Q4: 91,652 shares; 2026Q1: 177,799 shares; 2026Q2: 181,548 shares 181,548 $26M 0.04% +3,749 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,936 shares; 2024Q4: 115,684 shares; 2025Q1: 124,273 shares; 2025Q2: 165,454 shares; 2025Q3: 193,431 shares; 2025Q4: 341,278 shares; 2026Q1: 486,278 shares; 2026Q2: 496,792 shares 496,792 $26M 0.04% +10,514 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 120,490 shares; 2025Q1: 126,300 shares; 2025Q2: 113,112 shares; 2025Q3: 169,346 shares; 2025Q4: 188,331 shares; 2026Q1: 255,656 shares; 2026Q2: 266,768 shares 266,768 $25.9M 0.04% +11,112 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 75,880 shares; 2025Q1: 126,075 shares; 2025Q2: 130,243 shares; 2025Q3: 130,990 shares; 2025Q4: 188,836 shares; 2026Q1: 199,591 shares; 2026Q2: 209,045 shares 209,045 $25.8M 0.04% +9,454 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,614,414 shares; 2024Q4: 3,004,414 shares; 2025Q1: 3,057,900 shares; 2025Q2: 3,333,143 shares; 2025Q3: 3,077,432 shares; 2025Q4: 2,385,998 shares; 2026Q1: 927,565 shares; 2026Q2: 888,558 shares 888,558 $25.8M 0.04% -39,007 Timeline ACAD ACADIA PHARMACEUTICALS INC More: the full row for ACADIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,139,934 shares; 2024Q4: 1,163,455 shares; 2025Q1: 1,138,094 shares; 2025Q2: 1,164,394 shares; 2025Q3: 1,036,313 shares; 2025Q4: 1,113,040 shares; 2026Q1: 1,027,357 shares; 2026Q2: 1,015,420 shares 1,015,420 $25.7M 0.04% -11,937 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: 14,719 shares; 2024Q4: 70,485 shares; 2025Q1: 110,615 shares; 2025Q2: 268,090 shares; 2025Q3: 236,247 shares; 2025Q4: 215,564 shares; 2026Q1: 329,726 shares; 2026Q2: 502,899 shares 502,899 $25.6M 0.04% +173,173 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,668 shares; 2024Q4: 266,587 shares; 2025Q1: 258,962 shares; 2025Q2: 285,956 shares; 2025Q3: 292,307 shares; 2025Q4: 343,730 shares; 2026Q1: 384,005 shares; 2026Q2: 378,182 shares 378,182 $25.6M 0.04% -5,823 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,236 shares; 2024Q4: 23,434 shares; 2025Q1: 23,452 shares; 2025Q2: 72,043 shares; 2025Q3: 109,571 shares; 2025Q4: 103,346 shares; 2026Q1: 85,308 shares; 2026Q2: 84,377 shares 84,377 $25.5M 0.04% -931 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232,216 shares; 2024Q4: 222,103 shares; 2025Q1: 220,129 shares; 2025Q2: 219,299 shares; 2025Q3: 256,874 shares; 2025Q4: 325,904 shares; 2026Q1: 340,625 shares; 2026Q2: 351,783 shares 351,783 $25.5M 0.04% +11,158 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: 70,831 shares; 2024Q4: 77,622 shares; 2025Q1: 81,779 shares; 2025Q2: 93,957 shares; 2025Q3: 96,618 shares; 2025Q4: 104,198 shares; 2026Q1: 100,757 shares; 2026Q2: 97,713 shares 97,713 $25.4M 0.04% -3,044 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 625,205 shares; 2024Q4: 682,616 shares; 2025Q1: 794,258 shares; 2025Q2: 853,779 shares; 2025Q3: 827,772 shares; 2025Q4: 610,468 shares; 2026Q1: 611,632 shares; 2026Q2: 291,458 shares 291,458 $25.4M 0.04% -320,174 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 310,360 shares; 2024Q4: 310,830 shares; 2025Q1: 307,149 shares; 2025Q2: 295,360 shares; 2025Q3: 294,830 shares; 2025Q4: 571,178 shares; 2026Q1: 537,188 shares; 2026Q2: 527,597 shares 527,597 $25.4M 0.04% -9,591 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE 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: 2,411 shares; 2025Q4: 2,759 shares; 2026Q1: 54,787 shares; 2026Q2: 81,884 shares 81,884 $25.4M 0.04% +27,097 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: 313,539 shares; 2024Q4: 432,420 shares; 2025Q1: 368,848 shares; 2025Q2: 214,790 shares; 2025Q3: 203,194 shares; 2025Q4: 205,762 shares; 2026Q1: 211,400 shares; 2026Q2: 235,947 shares 235,947 $25.4M 0.04% +24,547 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285,913 shares; 2024Q4: 279,408 shares; 2025Q1: 300,585 shares; 2025Q2: 338,868 shares; 2025Q3: 354,118 shares; 2025Q4: 384,522 shares; 2026Q1: 436,945 shares; 2026Q2: 503,418 shares 503,418 $25.1M 0.04% +66,473 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: 111,128 shares; 2024Q4: 112,969 shares; 2025Q1: 112,766 shares; 2025Q2: 119,461 shares; 2025Q3: 117,945 shares; 2025Q4: 141,814 shares; 2026Q1: 145,206 shares; 2026Q2: 157,965 shares 157,965 $25M 0.04% +12,759 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: 44,219 shares; 2024Q4: 39,112 shares; 2025Q1: 39,861 shares; 2025Q2: 38,722 shares; 2025Q3: 37,760 shares; 2025Q4: 38,076 shares; 2026Q1: 45,917 shares; 2026Q2: 48,787 shares 48,787 $24.8M 0.04% +2,870 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 266,633 shares; 2024Q4: 302,500 shares; 2025Q1: 305,402 shares; 2025Q2: 323,483 shares; 2025Q3: 356,528 shares; 2025Q4: 361,571 shares; 2026Q1: 372,197 shares; 2026Q2: 433,376 shares 433,376 $24.8M 0.04% +61,179 Timeline PTCT PTC THERAPEUTICS INC More: the full row for PTC THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 493,588 shares; 2024Q4: 492,420 shares; 2025Q1: 455,328 shares; 2025Q2: 463,079 shares; 2025Q3: 473,758 shares; 2025Q4: 405,536 shares; 2026Q1: 384,672 shares; 2026Q2: 302,393 shares 302,393 $24.7M 0.04% -82,279 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: 49,638 shares; 2024Q4: 77,258 shares; 2025Q1: 201,194 shares; 2025Q2: 139,310 shares; 2025Q3: 152,366 shares; 2025Q4: 336,493 shares; 2026Q1: 356,427 shares; 2026Q2: 497,420 shares 497,420 $24.6M 0.04% +140,993 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 2,025 shares; 2025Q4: 175,345 shares; 2026Q1: 729,311 shares; 2026Q2: 840,637 shares 840,637 $24.6M 0.04% +111,326 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,023 shares; 2024Q4: 119,231 shares; 2025Q1: 126,211 shares; 2025Q2: 130,461 shares; 2025Q3: 130,612 shares; 2025Q4: 133,410 shares; 2026Q1: 138,494 shares; 2026Q2: 141,544 shares 141,544 $24.6M 0.04% +3,050 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: 198,858 shares; 2024Q4: 205,525 shares; 2025Q1: 196,557 shares; 2025Q2: 200,311 shares; 2025Q3: 195,289 shares; 2025Q4: 206,215 shares; 2026Q1: 202,013 shares; 2026Q2: 894,746 shares 894,746 $24.5M 0.04% +692,733 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: 102,736 shares; 2024Q4: 105,235 shares; 2025Q1: 97,650 shares; 2025Q2: 98,399 shares; 2025Q3: 107,596 shares; 2025Q4: 114,911 shares; 2026Q1: 109,845 shares; 2026Q2: 108,827 shares 108,827 $24.4M 0.04% -1,018 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,644 shares; 2024Q4: 133,446 shares; 2025Q1: 131,913 shares; 2025Q2: 170,877 shares; 2025Q3: 177,961 shares; 2025Q4: 216,637 shares; 2026Q1: 216,562 shares; 2026Q2: 221,191 shares 221,191 $24.4M 0.04% +4,629 Timeline JIRE 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: 208,951 shares; 2024Q4: 213,969 shares; 2025Q1: 263,649 shares; 2025Q2: 278,844 shares; 2025Q3: 281,184 shares; 2025Q4: 292,398 shares; 2026Q1: 295,695 shares; 2026Q2: 294,898 shares 294,898 $24.3M 0.04% -797 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,785 shares; 2024Q4: 107,216 shares; 2025Q1: 108,413 shares; 2025Q2: 111,158 shares; 2025Q3: 115,794 shares; 2025Q4: 115,409 shares; 2026Q1: 108,812 shares; 2026Q2: 107,763 shares 107,763 $24.3M 0.04% -1,049 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: 626,112 shares; 2024Q4: 375,007 shares; 2025Q1: 507,741 shares; 2025Q2: 1,021,589 shares; 2025Q3: 406,124 shares; 2025Q4: 532,690 shares; 2026Q1: 634,205 shares; 2026Q2: 258,432 shares 258,432 $24.2M 0.04% -375,773 Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 398 shares; 2025Q4: 538 shares; 2026Q1: 688 shares; 2026Q2: 48,095 shares 48,095 $24.1M 0.04% +47,407 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 548,437 shares; 2024Q4: 556,252 shares; 2025Q1: 595,651 shares; 2025Q2: 582,865 shares; 2025Q3: 619,966 shares; 2025Q4: 831,277 shares; 2026Q1: 913,459 shares; 2026Q2: 904,258 shares 904,258 $24M 0.04% -9,201 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,474 shares; 2024Q4: 72,832 shares; 2025Q1: 52,043 shares; 2025Q2: 92,669 shares; 2025Q3: 113,282 shares; 2025Q4: 113,415 shares; 2026Q1: 151,631 shares; 2026Q2: 151,109 shares 151,109 $24M 0.04% -522 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: 136,104 shares; 2024Q4: 135,833 shares; 2025Q1: 152,261 shares; 2025Q2: 142,906 shares; 2025Q3: 142,638 shares; 2025Q4: 150,396 shares; 2026Q1: 150,663 shares; 2026Q2: 141,072 shares 141,072 $23.8M 0.04% -9,591 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180,803 shares; 2024Q4: 181,196 shares; 2025Q1: 123,275 shares; 2025Q2: 119,418 shares; 2025Q3: 123,320 shares; 2025Q4: 163,907 shares; 2026Q1: 176,965 shares; 2026Q2: 236,696 shares 236,696 $23.8M 0.04% +59,731 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: 459,729 shares; 2024Q4: 487,156 shares; 2025Q1: 529,387 shares; 2025Q2: 548,312 shares; 2025Q3: 295,420 shares; 2025Q4: 210,860 shares; 2026Q1: 253,206 shares; 2026Q2: 330,418 shares 330,418 $23.7M 0.04% +77,212 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL 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: 38,764 shares; 2025Q4: 46,317 shares; 2026Q1: 69,035 shares; 2026Q2: 83,828 shares 83,828 $23.7M 0.04% +14,793 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: 192,024 shares; 2024Q4: 194,026 shares; 2025Q1: 191,734 shares; 2025Q2: 182,377 shares; 2025Q3: 180,631 shares; 2025Q4: 131,675 shares; 2026Q1: 134,479 shares; 2026Q2: 132,675 shares 132,675 $23.7M 0.04% -1,804 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: 105,676 shares; 2024Q4: 197,286 shares; 2025Q1: 81,324 shares; 2025Q2: 228,005 shares; 2025Q3: 202,704 shares; 2025Q4: 246,517 shares; 2026Q1: 172,329 shares; 2026Q2: 117,796 shares 117,796 $23.6M 0.04% -54,533 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 396,545 shares; 2024Q4: 405,296 shares; 2025Q1: 404,839 shares; 2025Q2: 407,099 shares; 2025Q3: 407,449 shares; 2025Q4: 403,104 shares; 2026Q1: 405,196 shares; 2026Q2: 413,712 shares 413,712 $23.6M 0.04% +8,516 Timeline PDP 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: 102,969 shares; 2024Q4: 98,460 shares; 2025Q1: 101,128 shares; 2025Q2: 101,258 shares; 2025Q3: 102,393 shares; 2025Q4: 151,288 shares; 2026Q1: 156,185 shares; 2026Q2: 155,358 shares 155,358 $23.6M 0.04% -827 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: 82,420 shares; 2024Q4: 87,627 shares; 2025Q1: 90,509 shares; 2025Q2: 70,500 shares; 2025Q3: 79,117 shares; 2025Q4: 118,997 shares; 2026Q1: 193,608 shares; 2026Q2: 229,967 shares 229,967 $23.5M 0.04% +36,359 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,821 shares; 2024Q4: 207,281 shares; 2025Q1: 235,721 shares; 2025Q2: 258,467 shares; 2025Q3: 264,075 shares; 2025Q4: 348,756 shares; 2026Q1: 355,814 shares; 2026Q2: 356,529 shares 356,529 $23.4M 0.04% +715 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,483 shares; 2025Q4: 2,018 shares; 2026Q1: 2,221 shares; 2026Q2: 120,820 shares 120,820 $23.3M 0.04% +118,599 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 198,297 shares; 2024Q4: 269,630 shares; 2025Q1: 300,096 shares; 2025Q2: 319,921 shares; 2025Q3: 338,026 shares; 2025Q4: 361,577 shares; 2026Q1: 649,614 shares; 2026Q2: 565,892 shares 565,892 $23.3M 0.04% -83,722 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: 367,827 shares; 2024Q4: 345,350 shares; 2025Q1: 363,553 shares; 2025Q2: 378,536 shares; 2025Q3: 477,595 shares; 2025Q4: 526,915 shares; 2026Q1: 532,513 shares; 2026Q2: 429,826 shares 429,826 $23.2M 0.04% -102,687 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: 107,699 shares; 2024Q4: 126,832 shares; 2025Q1: 137,624 shares; 2025Q2: 115,352 shares; 2025Q3: 118,625 shares; 2025Q4: 146,058 shares; 2026Q1: 153,312 shares; 2026Q2: 185,857 shares 185,857 $23.2M 0.04% +32,545 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,699 shares; 2024Q4: 22,523 shares; 2025Q1: 25,964 shares; 2025Q2: 25,843 shares; 2025Q3: 25,366 shares; 2025Q4: 163,363 shares; 2026Q1: 419,603 shares; 2026Q2: 418,817 shares 418,817 $23.1M 0.04% -786 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,064 shares; 2025Q1: 23,009 shares; 2025Q2: 55,609 shares; 2025Q3: 43,064 shares; 2025Q4: 114,797 shares; 2026Q1: 226,012 shares; 2026Q2: 457,119 shares 457,119 $23M 0.04% +231,107 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,976 shares; 2025Q3: 351,669 shares; 2025Q4: 702,109 shares; 2026Q1: 992,962 shares; 2026Q2: 1,176,012 shares 1,176,012 $23M 0.04% +183,050 Timeline JQUA 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: 225,518 shares; 2024Q4: 218,077 shares; 2025Q1: 220,029 shares; 2025Q2: 171,839 shares; 2025Q3: 439,621 shares; 2025Q4: 430,574 shares; 2026Q1: 317,882 shares; 2026Q2: 317,843 shares 317,843 $23M 0.04% -39 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 287,280 shares; 2025Q4: 211,090 shares; 2026Q1: 319,577 shares; 2026Q2: 224,527 shares 224,527 $22.9M 0.04% -95,050 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243,833 shares; 2024Q4: 241,471 shares; 2025Q1: 241,467 shares; 2025Q2: 251,008 shares; 2025Q3: 231,460 shares; 2025Q4: 259,123 shares; 2026Q1: 252,063 shares; 2026Q2: 274,538 shares 274,538 $22.8M 0.03% +22,475 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,136 shares; 2024Q4: 19,244 shares; 2025Q1: 19,730 shares; 2025Q2: 18,713 shares; 2025Q3: 18,127 shares; 2025Q4: 33,635 shares; 2026Q1: 34,034 shares; 2026Q2: 275,067 shares 275,067 $22.7M 0.03% +241,033 Timeline JMBS 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: 202,454 shares; 2024Q4: 229,759 shares; 2025Q1: 338,318 shares; 2025Q2: 380,249 shares; 2025Q3: 426,336 shares; 2025Q4: 503,395 shares; 2026Q1: 519,221 shares; 2026Q2: 501,234 shares 501,234 $22.6M 0.03% -17,987 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,785 shares; 2025Q2: 15,743 shares; 2025Q3: 84,711 shares; 2025Q4: 86,368 shares; 2026Q1: 77,788 shares; 2026Q2: 64,825 shares 64,825 $22.4M 0.03% -12,963 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL 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: 254,321 shares; 2026Q2: 245,863 shares 245,863 $22.3M 0.03% -8,458 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,836 shares; 2024Q4: 104,246 shares; 2025Q1: 103,626 shares; 2025Q2: 104,350 shares; 2025Q3: 116,417 shares; 2025Q4: 124,743 shares; 2026Q1: 116,881 shares; 2026Q2: 120,124 shares 120,124 $22.2M 0.03% +3,243 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 521,145 shares; 2024Q4: 1,091,475 shares; 2025Q1: 996,819 shares; 2025Q2: 874,430 shares; 2025Q3: 776,839 shares; 2025Q4: 816,863 shares; 2026Q1: 800,173 shares; 2026Q2: 770,984 shares 770,984 $22.1M 0.03% -29,189 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,424 shares; 2024Q4: 99,256 shares; 2025Q1: 96,911 shares; 2025Q2: 74,358 shares; 2025Q3: 27,009 shares; 2025Q4: 125,246 shares; 2026Q1: 162,853 shares; 2026Q2: 192,857 shares 192,857 $22M 0.03% +30,004 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,837 shares; 2025Q3: 45,133 shares; 2025Q4: 48,359 shares; 2026Q1: 35,581 shares; 2026Q2: 34,187 shares 34,187 $22M 0.03% -1,394 Timeline QTWO Q2 HLDGS INC More: the full row for Q2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,442 shares; 2024Q4: 381,094 shares; 2025Q1: 481,298 shares; 2025Q2: 509,173 shares; 2025Q3: 713,688 shares; 2025Q4: 513,970 shares; 2026Q1: 351,694 shares; 2026Q2: 456,649 shares 456,649 $22M 0.03% +104,955 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: 160,110 shares; 2024Q4: 91,427 shares; 2025Q1: 55,966 shares; 2025Q2: 50,938 shares; 2025Q3: 266,371 shares; 2025Q4: 47,815 shares; 2026Q1: 307,143 shares; 2026Q2: 287,294 shares 287,294 $21.8M 0.03% -19,849 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 378,906 shares; 2024Q4: 375,549 shares; 2025Q1: 377,099 shares; 2025Q2: 394,638 shares; 2025Q3: 395,909 shares; 2025Q4: 421,980 shares; 2026Q1: 420,244 shares; 2026Q2: 419,491 shares 419,491 $21.7M 0.03% -753 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,042 shares; 2024Q4: not reported; 2025Q1: 11,241 shares; 2025Q2: 10,702 shares; 2025Q3: 29,716 shares; 2025Q4: 27,008 shares; 2026Q1: 30,833 shares; 2026Q2: 12,763 shares 12,763 $21.7M 0.03% -18,070 Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 244,938 shares; 2025Q3: 736,168 shares; 2025Q4: 490,183 shares; 2026Q1: 404,195 shares; 2026Q2: 503,381 shares 503,381 $21.5M 0.03% +99,186 Timeline CDP COPT DEFENSE PROPERTIES More: the full row for COPT DEFENSE PROPERTIES 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: 3,153 shares; 2025Q4: 477,073 shares; 2026Q1: 545,818 shares; 2026Q2: 590,273 shares 590,273 $21.5M 0.03% +44,455 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS 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: 3,347 shares; 2025Q4: 1,693 shares; 2026Q1: 165,142 shares; 2026Q2: 238,536 shares 238,536 $21.4M 0.03% +73,394 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: 29,519 shares; 2024Q4: 59,446 shares; 2025Q1: 55,561 shares; 2025Q2: 86,110 shares; 2025Q3: 120,393 shares; 2025Q4: 141,899 shares; 2026Q1: 134,802 shares; 2026Q2: 147,719 shares 147,719 $21.4M 0.03% +12,917 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 617,799 shares; 2024Q4: 631,943 shares; 2025Q1: 648,225 shares; 2025Q2: 544,271 shares; 2025Q3: 575,126 shares; 2025Q4: 605,633 shares; 2026Q1: 668,001 shares; 2026Q2: 706,242 shares 706,242 $21.2M 0.03% +38,241 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,942 shares; 2024Q4: 292,822 shares; 2025Q1: 297,046 shares; 2025Q2: 256,464 shares; 2025Q3: 241,835 shares; 2025Q4: 241,924 shares; 2026Q1: 258,863 shares; 2026Q2: 218,225 shares 218,225 $21.2M 0.03% -40,638 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,061 shares; 2025Q1: 29,326 shares; 2025Q2: 17,874 shares; 2025Q3: 34,407 shares; 2025Q4: 255,485 shares; 2026Q1: 200,501 shares; 2026Q2: 214,888 shares 214,888 $21.2M 0.03% +14,387 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,603 shares; 2024Q4: 222,139 shares; 2025Q1: 258,263 shares; 2025Q2: 221,205 shares; 2025Q3: 188,824 shares; 2025Q4: 207,480 shares; 2026Q1: 276,645 shares; 2026Q2: 274,553 shares 274,553 $21.1M 0.03% -2,092 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,391 shares; 2024Q4: 107,654 shares; 2025Q1: 104,677 shares; 2025Q2: 108,580 shares; 2025Q3: 118,257 shares; 2025Q4: 163,080 shares; 2026Q1: 183,330 shares; 2026Q2: 213,770 shares 213,770 $21M 0.03% +30,440 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,132 shares; 2024Q4: 41,886 shares; 2025Q1: 48,266 shares; 2025Q2: 47,661 shares; 2025Q3: 47,224 shares; 2025Q4: 150,992 shares; 2026Q1: 345,258 shares; 2026Q2: 343,704 shares 343,704 $21M 0.03% -1,554 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,984 shares; 2024Q4: 125,917 shares; 2025Q1: 136,159 shares; 2025Q2: 135,460 shares; 2025Q3: 140,459 shares; 2025Q4: 139,632 shares; 2026Q1: 144,695 shares; 2026Q2: 139,010 shares 139,010 $20.9M 0.03% -5,685 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,227 shares; 2025Q2: 55,376 shares; 2025Q3: 56,375 shares; 2025Q4: 57,077 shares; 2026Q1: 59,259 shares; 2026Q2: 117,853 shares 117,853 $20.5M 0.03% +58,594 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,370 shares; 2024Q4: 119,203 shares; 2025Q1: 101,636 shares; 2025Q2: 124,345 shares; 2025Q3: 145,100 shares; 2025Q4: 154,926 shares; 2026Q1: 162,787 shares; 2026Q2: 201,422 shares 201,422 $20.5M 0.03% +38,635 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS 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: 785,952 shares; 2025Q4: 803,728 shares; 2026Q1: 658,232 shares; 2026Q2: 390,294 shares 390,294 $20.5M 0.03% -267,938 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,393 shares; 2024Q4: 443,228 shares; 2025Q1: 475,536 shares; 2025Q2: 413,294 shares; 2025Q3: 440,853 shares; 2025Q4: 523,834 shares; 2026Q1: 620,673 shares; 2026Q2: 645,546 shares 645,546 $20.5M 0.03% +24,873 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: 32,306 shares; 2024Q4: 36,507 shares; 2025Q1: 152,881 shares; 2025Q2: 186,832 shares; 2025Q3: 185,849 shares; 2025Q4: 197,899 shares; 2026Q1: 206,271 shares; 2026Q2: 212,359 shares 212,359 $20.4M 0.03% +6,088 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,092 shares; 2025Q4: 28,696 shares; 2026Q1: 48,914 shares; 2026Q2: 48,908 shares 48,908 $20.3M 0.03% -6 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,256 shares; 2025Q2: 91,080 shares; 2025Q3: 88,788 shares; 2025Q4: 88,659 shares; 2026Q1: 91,055 shares; 2026Q2: 83,248 shares 83,248 $20.2M 0.03% -7,807 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 274,173 shares; 2024Q4: 292,532 shares; 2025Q1: 301,691 shares; 2025Q2: 321,508 shares; 2025Q3: 345,866 shares; 2025Q4: 390,582 shares; 2026Q1: 399,356 shares; 2026Q2: 552,106 shares 552,106 $20.2M 0.03% +152,750 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 693,545 shares; 2024Q4: 493,357 shares; 2025Q1: 484,088 shares; 2025Q2: 487,243 shares; 2025Q3: 483,698 shares; 2025Q4: 480,565 shares; 2026Q1: 485,958 shares; 2026Q2: 477,657 shares 477,657 $20.1M 0.03% -8,301 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: 14,721 shares; 2024Q4: 10,452 shares; 2025Q1: 10,856 shares; 2025Q2: 11,503 shares; 2025Q3: 4,723 shares; 2025Q4: 5,308 shares; 2026Q1: 14,122 shares; 2026Q2: 15,024 shares 15,024 $20M 0.03% +902 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,037 shares; 2025Q3: 119,886 shares; 2025Q4: 150,008 shares; 2026Q1: 152,565 shares; 2026Q2: 228,023 shares 228,023 $20M 0.03% +75,458 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,961 shares; 2024Q4: 360,561 shares; 2025Q1: 387,260 shares; 2025Q2: 378,078 shares; 2025Q3: 318,327 shares; 2025Q4: 381,707 shares; 2026Q1: 389,401 shares; 2026Q2: 393,338 shares 393,338 $19.9M 0.03% +3,937 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317,757 shares; 2024Q4: 328,728 shares; 2025Q1: 339,666 shares; 2025Q2: 354,726 shares; 2025Q3: 352,872 shares; 2025Q4: 399,312 shares; 2026Q1: 410,464 shares; 2026Q2: 405,008 shares 405,008 $19.9M 0.03% -5,456 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: 205,519 shares; 2025Q2: 85,964 shares; 2025Q3: 98,653 shares; 2025Q4: 39,474 shares; 2026Q1: 61,139 shares; 2026Q2: 71,682 shares 71,682 $19.8M 0.03% +10,543 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300,964 shares; 2024Q4: 213,143 shares; 2025Q1: 174,212 shares; 2025Q2: 189,629 shares; 2025Q3: 164,752 shares; 2025Q4: 154,619 shares; 2026Q1: 135,505 shares; 2026Q2: 130,859 shares 130,859 $19.8M 0.03% -4,646 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: 378,837 shares; 2024Q4: 430,987 shares; 2025Q1: 489,112 shares; 2025Q2: 485,254 shares; 2025Q3: 518,191 shares; 2025Q4: 402,832 shares; 2026Q1: 430,019 shares; 2026Q2: 441,349 shares 441,349 $19.6M 0.03% +11,330 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,354 shares; 2024Q4: 363,756 shares; 2025Q1: 538,617 shares; 2025Q2: 611,833 shares; 2025Q3: 661,642 shares; 2025Q4: 669,805 shares; 2026Q1: 682,382 shares; 2026Q2: 665,051 shares 665,051 $19.6M 0.03% -17,331 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 70,710 shares; 2025Q1: 74,039 shares; 2025Q2: 72,015 shares; 2025Q3: 62,423 shares; 2025Q4: 56,155 shares; 2026Q1: 57,912 shares; 2026Q2: 57,793 shares 57,793 $19.5M 0.03% -119 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,727 shares; 2024Q4: 201,747 shares; 2025Q1: 391,627 shares; 2025Q2: 263,490 shares; 2025Q3: 397,553 shares; 2025Q4: 400,284 shares; 2026Q1: 403,704 shares; 2026Q2: 409,666 shares 409,666 $19.5M 0.03% +5,962 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: 105,613 shares; 2024Q4: 107,802 shares; 2025Q1: 101,663 shares; 2025Q2: 97,743 shares; 2025Q3: 102,679 shares; 2025Q4: 108,205 shares; 2026Q1: 118,307 shares; 2026Q2: 123,788 shares 123,788 $19.4M 0.03% +5,481 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: 45,578 shares; 2024Q4: 48,532 shares; 2025Q1: 48,335 shares; 2025Q2: 61,637 shares; 2025Q3: 79,167 shares; 2025Q4: 85,108 shares; 2026Q1: 91,316 shares; 2026Q2: 136,356 shares 136,356 $19.3M 0.03% +45,040 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: 116,991 shares; 2024Q4: 186,009 shares; 2025Q1: 120,779 shares; 2025Q2: 124,852 shares; 2025Q3: 145,373 shares; 2025Q4: 173,802 shares; 2026Q1: 243,954 shares; 2026Q2: 253,532 shares 253,532 $19.3M 0.03% +9,578 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 533,650 shares; 2025Q3: 496,243 shares; 2025Q4: 540,000 shares; 2026Q1: 495,847 shares; 2026Q2: 525,112 shares 525,112 $19.3M 0.03% +29,265 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: 265,674 shares; 2024Q4: 296,126 shares; 2025Q1: 301,243 shares; 2025Q2: 297,541 shares; 2025Q3: 310,410 shares; 2025Q4: 316,403 shares; 2026Q1: 310,853 shares; 2026Q2: 355,042 shares 355,042 $19.2M 0.03% +44,189 Timeline KRE 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: 24,971 shares; 2024Q4: 37,135 shares; 2025Q1: 48,465 shares; 2025Q2: 164,654 shares; 2025Q3: 150,485 shares; 2025Q4: 152,616 shares; 2026Q1: 139,973 shares; 2026Q2: 256,477 shares 256,477 $19.2M 0.03% +116,504 Timeline