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: 2,982,032 shares; 2024Q4: 3,208,919 shares; 2025Q1: 3,458,636 shares; 2025Q2: 3,555,236 shares; 2025Q3: 3,647,344 shares; 2025Q4: 3,715,482 shares; 2026Q1: 3,787,743 shares; 2026Q2: 3,831,169 shares 3,831,169 $1.42B 7.08% +43,426 Timeline SFGV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,619,549 shares; 2025Q2: 33,727,130 shares; 2025Q3: 32,130,783 shares; 2025Q4: 31,787,963 shares; 2026Q1: 31,830,127 shares; 2026Q2: 31,470,764 shares 31,470,764 $1.1B 5.52% -359,363 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,912,672 shares; 2024Q4: 4,119,380 shares; 2025Q1: 5,051,836 shares; 2025Q2: 5,549,414 shares; 2025Q3: 5,840,747 shares; 2025Q4: 5,815,625 shares; 2026Q1: 6,049,116 shares; 2026Q2: 6,296,845 shares 6,296,845 $601M 3% +247,729 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,337,633 shares; 2024Q4: 1,451,595 shares; 2025Q1: 1,516,003 shares; 2025Q2: 1,592,873 shares; 2025Q3: 1,667,078 shares; 2025Q4: 1,994,220 shares; 2026Q1: 1,940,490 shares; 2026Q2: 1,978,445 shares 1,978,445 $572M 2.86% +37,955 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,097,588 shares; 2024Q4: 2,150,204 shares; 2025Q1: 2,244,064 shares; 2025Q2: 2,393,538 shares; 2025Q3: 2,455,031 shares; 2025Q4: 2,627,032 shares; 2026Q1: 2,679,934 shares; 2026Q2: 2,836,315 shares 2,836,315 $568M 2.83% +156,381 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: 3,316,670 shares; 2024Q4: 3,272,006 shares; 2025Q1: 3,247,550 shares; 2025Q2: 3,283,557 shares; 2025Q3: 3,180,226 shares; 2025Q4: 3,545,177 shares; 2026Q1: 3,481,927 shares; 2026Q2: 3,426,943 shares 3,426,943 $438M 2.19% -54,984 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,822,146 shares; 2024Q4: 4,944,490 shares; 2025Q1: 5,627,695 shares; 2025Q2: 6,662,285 shares; 2025Q3: 7,007,237 shares; 2025Q4: 7,125,424 shares; 2026Q1: 7,379,642 shares; 2026Q2: 7,607,402 shares 7,607,402 $393M 1.96% +227,760 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: not reported; 2024Q4: not reported; 2025Q1: 5,261,045 shares; 2025Q2: 5,403,637 shares; 2025Q3: 5,744,635 shares; 2025Q4: 5,752,460 shares; 2026Q1: 5,923,843 shares; 2026Q2: 5,942,710 shares 5,942,710 $356M 1.78% +18,867 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: 624,875 shares; 2024Q4: 620,356 shares; 2025Q1: 682,974 shares; 2025Q2: 728,783 shares; 2025Q3: 769,950 shares; 2025Q4: 852,389 shares; 2026Q1: 832,793 shares; 2026Q2: 906,219 shares 906,219 $338M 1.69% +73,426 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,583,787 shares; 2024Q4: 2,986,289 shares; 2025Q1: 3,556,648 shares; 2025Q2: 4,528,515 shares; 2025Q3: 7,627,847 shares; 2025Q4: 9,459,806 shares; 2026Q1: 10,994,877 shares; 2026Q2: 12,401,335 shares 12,401,335 $329M 1.64% +1,406,458 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: 1,637,431 shares; 2024Q4: 1,781,776 shares; 2025Q1: 2,159,182 shares; 2025Q2: 2,695,517 shares; 2025Q3: 4,609,570 shares; 2025Q4: 5,592,163 shares; 2026Q1: 6,383,524 shares; 2026Q2: 7,131,321 shares 7,131,321 $328M 1.64% +747,797 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: 1,383,547 shares; 2024Q4: 1,508,807 shares; 2025Q1: 1,805,801 shares; 2025Q2: 2,256,451 shares; 2025Q3: 3,788,082 shares; 2025Q4: 4,686,138 shares; 2026Q1: 5,443,735 shares; 2026Q2: 6,133,736 shares 6,133,736 $321M 1.6% +690,001 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: 5,041 shares; 2024Q4: 211,114 shares; 2025Q1: 3,176,770 shares; 2025Q2: 3,154,064 shares; 2025Q3: 3,312,431 shares; 2025Q4: 3,449,814 shares; 2026Q1: 3,675,562 shares; 2026Q2: 3,671,995 shares 3,671,995 $290M 1.45% -3,567 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,952 shares; 2024Q4: 323,777 shares; 2025Q1: 2,558,043 shares; 2025Q2: 2,532,898 shares; 2025Q3: 2,741,955 shares; 2025Q4: 2,928,028 shares; 2026Q1: 3,378,481 shares; 2026Q2: 3,631,159 shares 3,631,159 $283M 1.41% +252,678 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: 525,718 shares; 2024Q4: 540,093 shares; 2025Q1: 553,827 shares; 2025Q2: 594,959 shares; 2025Q3: 605,962 shares; 2025Q4: 637,767 shares; 2026Q1: 753,267 shares; 2026Q2: 761,320 shares 761,320 $269M 1.34% +8,053 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100,273 shares; 2024Q4: 938,250 shares; 2025Q1: 1,068,948 shares; 2025Q2: 1,111,807 shares; 2025Q3: 1,158,785 shares; 2025Q4: 1,118,435 shares; 2026Q1: 1,118,723 shares; 2026Q2: 1,093,333 shares 1,093,333 $261M 1.3% -25,390 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: 515,245 shares; 2024Q4: 549,969 shares; 2025Q1: 557,603 shares; 2025Q2: 614,611 shares; 2025Q3: 626,802 shares; 2025Q4: 633,547 shares; 2026Q1: 640,160 shares; 2026Q2: 665,884 shares 665,884 $252M 1.26% +25,724 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,023,495 shares; 2024Q4: 1,312,902 shares; 2025Q1: 1,577,162 shares; 2025Q2: 1,674,873 shares; 2025Q3: 1,704,780 shares; 2025Q4: 1,766,391 shares; 2026Q1: 1,977,019 shares; 2026Q2: 2,128,656 shares 2,128,656 $229M 1.14% +151,637 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: 724,560 shares; 2024Q4: 359,058 shares; 2025Q1: 350,230 shares; 2025Q2: 332,120 shares; 2025Q3: 3,762,326 shares; 2025Q4: 4,141,709 shares; 2026Q1: 4,234,788 shares; 2026Q2: 4,396,076 shares 4,396,076 $216M 1.08% +161,288 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,186,364 shares; 2024Q4: 1,472,650 shares; 2025Q1: 4,207,753 shares; 2025Q2: 4,632,242 shares; 2025Q3: 4,887,858 shares; 2025Q4: 4,967,176 shares; 2026Q1: 5,345,392 shares; 2026Q2: 5,299,151 shares 5,299,151 $215M 1.08% -46,241 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: 75,446 shares; 2024Q4: 121,211 shares; 2025Q1: 125,429 shares; 2025Q2: 170,951 shares; 2025Q3: 176,626 shares; 2025Q4: 177,241 shares; 2026Q1: 178,760 shares; 2026Q2: 188,272 shares 188,272 $200M 1% +9,512 Timeline SPGM 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: 1,312,630 shares; 2024Q4: 1,316,833 shares; 2025Q1: 1,375,241 shares; 2025Q2: 1,280,673 shares; 2025Q3: 1,393,235 shares; 2025Q4: 1,738,053 shares; 2026Q1: 2,004,687 shares; 2026Q2: 2,214,046 shares 2,214,046 $190M 0.95% +209,359 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: 161,438 shares; 2024Q4: 175,632 shares; 2025Q1: 170,093 shares; 2025Q2: 167,223 shares; 2025Q3: 267,789 shares; 2025Q4: 309,261 shares; 2026Q1: 345,470 shares; 2026Q2: 2,187,134 shares 2,187,134 $188M 0.94% +1,841,664 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: 68,490 shares; 2024Q4: 101,735 shares; 2025Q1: 117,791 shares; 2025Q2: 140,201 shares; 2025Q3: 146,222 shares; 2025Q4: 147,690 shares; 2026Q1: 143,305 shares; 2026Q2: 154,543 shares 154,543 $185M 0.93% +11,238 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: 1,265,639 shares; 2024Q4: 1,299,226 shares; 2025Q1: 1,124,773 shares; 2025Q2: 1,325,997 shares; 2025Q3: 1,293,324 shares; 2025Q4: 1,246,414 shares; 2026Q1: 1,197,896 shares; 2026Q2: 1,146,645 shares 1,146,645 $180M 0.9% -51,251 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 349,352 shares; 2024Q4: 364,769 shares; 2025Q1: 4,319,252 shares; 2025Q2: 4,384,277 shares; 2025Q3: 4,879,012 shares; 2025Q4: 4,880,486 shares; 2026Q1: 5,283,468 shares; 2026Q2: 5,261,652 shares 5,261,652 $180M 0.9% -21,816 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: 637,641 shares; 2024Q4: 768,846 shares; 2025Q1: 730,590 shares; 2025Q2: 679,337 shares; 2025Q3: 697,392 shares; 2025Q4: 741,134 shares; 2026Q1: 781,277 shares; 2026Q2: 815,425 shares 815,425 $178M 0.89% +34,148 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: 542,538 shares; 2024Q4: 414,956 shares; 2025Q1: 436,681 shares; 2025Q2: 485,486 shares; 2025Q3: 458,223 shares; 2025Q4: 467,267 shares; 2026Q1: 473,577 shares; 2026Q2: 472,495 shares 472,495 $169M 0.84% -1,082 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: 464,274 shares; 2024Q4: 459,960 shares; 2025Q1: 447,351 shares; 2025Q2: 478,370 shares; 2025Q3: 483,951 shares; 2025Q4: 473,242 shares; 2026Q1: 469,208 shares; 2026Q2: 456,249 shares 456,249 $168M 0.84% -12,959 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: 74,230 shares; 2024Q4: 82,207 shares; 2025Q1: 126,447 shares; 2025Q2: 134,690 shares; 2025Q3: 145,647 shares; 2025Q4: 146,673 shares; 2026Q1: 147,053 shares; 2026Q2: 153,522 shares 153,522 $155M 0.78% +6,469 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: 157,388 shares; 2024Q4: 173,632 shares; 2025Q1: 189,614 shares; 2025Q2: 210,526 shares; 2025Q3: 224,924 shares; 2025Q4: 252,334 shares; 2026Q1: 263,851 shares; 2026Q2: 275,017 shares 275,017 $155M 0.77% +11,166 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: 72,676 shares; 2024Q4: 71,417 shares; 2025Q1: 870,178 shares; 2025Q2: 939,279 shares; 2025Q3: 1,001,576 shares; 2025Q4: 1,014,293 shares; 2026Q1: 1,087,142 shares; 2026Q2: 1,063,743 shares 1,063,743 $133M 0.66% -23,399 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: 283,286 shares; 2024Q4: 292,578 shares; 2025Q1: 348,688 shares; 2025Q2: 360,312 shares; 2025Q3: 364,523 shares; 2025Q4: 393,983 shares; 2026Q1: 374,677 shares; 2026Q2: 390,881 shares 390,881 $128M 0.64% +16,204 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: 246,200 shares; 2024Q4: 247,904 shares; 2025Q1: 227,315 shares; 2025Q2: 227,970 shares; 2025Q3: 226,492 shares; 2025Q4: 280,775 shares; 2026Q1: 252,527 shares; 2026Q2: 247,243 shares 247,243 $124M 0.62% -5,284 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,730 shares; 2024Q4: 153,720 shares; 2025Q1: 153,333 shares; 2025Q2: 151,998 shares; 2025Q3: 151,309 shares; 2025Q4: 158,210 shares; 2026Q1: 158,417 shares; 2026Q2: 160,362 shares 160,362 $120M 0.6% +1,945 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: 1,507,902 shares; 2024Q4: 1,604,855 shares; 2025Q1: 1,842,584 shares; 2025Q2: 2,335,453 shares; 2025Q3: 2,528,404 shares; 2025Q4: 2,654,500 shares; 2026Q1: 2,715,179 shares; 2026Q2: 2,827,567 shares 2,827,567 $117M 0.58% +112,388 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: 487,458 shares; 2024Q4: 533,055 shares; 2025Q1: 545,447 shares; 2025Q2: 606,553 shares; 2025Q3: 615,217 shares; 2025Q4: 615,114 shares; 2026Q1: 624,341 shares; 2026Q2: 601,888 shares 601,888 $114M 0.57% -22,453 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: not reported; 2024Q4: not reported; 2025Q1: 1,700,282 shares; 2025Q2: 1,702,103 shares; 2025Q3: 1,797,735 shares; 2025Q4: 1,801,161 shares; 2026Q1: 1,824,648 shares; 2026Q2: 1,781,365 shares 1,781,365 $111M 0.55% -43,283 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: 868,939 shares; 2024Q4: 935,681 shares; 2025Q1: 949,474 shares; 2025Q2: 1,028,123 shares; 2025Q3: 575,028 shares; 2025Q4: 689,326 shares; 2026Q1: 705,455 shares; 2026Q2: 733,683 shares 733,683 $109M 0.54% +28,228 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,524,543 shares; 2024Q4: 1,535,947 shares; 2025Q1: 1,611,562 shares; 2025Q2: 1,628,647 shares; 2025Q3: 1,626,620 shares; 2025Q4: 1,705,535 shares; 2026Q1: 1,846,369 shares; 2026Q2: 2,073,127 shares 2,073,127 $105M 0.52% +226,758 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,542,942 shares; 2024Q4: 1,473,325 shares; 2025Q1: 1,456,020 shares; 2025Q2: 1,436,823 shares; 2025Q3: 1,410,942 shares; 2025Q4: 1,376,776 shares; 2026Q1: 1,297,323 shares; 2026Q2: 1,269,391 shares 1,269,391 $104M 0.52% -27,932 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: 458,617 shares; 2024Q4: 534,179 shares; 2025Q1: 519,462 shares; 2025Q2: 630,609 shares; 2025Q3: 648,660 shares; 2025Q4: 676,394 shares; 2026Q1: 700,935 shares; 2026Q2: 731,436 shares 731,436 $100M 0.5% +30,501 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: 5,372 shares; 2024Q4: 5,630 shares; 2025Q1: 65,781 shares; 2025Q2: 94,949 shares; 2025Q3: 126,470 shares; 2025Q4: 130,436 shares; 2026Q1: 128,844 shares; 2026Q2: 135,883 shares 135,883 $97.8M 0.49% +7,039 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 783,693 shares; 2024Q4: 798,090 shares; 2025Q1: 1,014,429 shares; 2025Q2: 1,261,350 shares; 2025Q3: 1,295,374 shares; 2025Q4: 1,339,926 shares; 2026Q1: 1,373,292 shares; 2026Q2: 1,391,428 shares 1,391,428 $97.3M 0.49% +18,136 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: 691,596 shares; 2024Q4: 728,090 shares; 2025Q1: 725,508 shares; 2025Q2: 755,828 shares; 2025Q3: 772,302 shares; 2025Q4: 816,420 shares; 2026Q1: 813,060 shares; 2026Q2: 847,495 shares 847,495 $96M 0.48% +34,435 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: 145,728 shares; 2024Q4: 217,000 shares; 2025Q1: 220,176 shares; 2025Q2: 231,510 shares; 2025Q3: 237,420 shares; 2025Q4: 270,182 shares; 2026Q1: 265,787 shares; 2026Q2: 277,453 shares 277,453 $95.2M 0.48% +11,666 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: 52,009 shares; 2024Q4: 68,976 shares; 2025Q1: 70,068 shares; 2025Q2: 75,561 shares; 2025Q3: 79,754 shares; 2025Q4: 88,744 shares; 2026Q1: 97,275 shares; 2026Q2: 94,833 shares 94,833 $88.7M 0.44% -2,442 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: 14,805 shares; 2024Q4: 20,469 shares; 2025Q1: 192,134 shares; 2025Q2: 249,241 shares; 2025Q3: 266,822 shares; 2025Q4: 348,480 shares; 2026Q1: 361,475 shares; 2026Q2: 371,405 shares 371,405 $87.9M 0.44% +9,930 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: 646,158 shares; 2024Q4: 620,923 shares; 2025Q1: 616,026 shares; 2025Q2: 615,210 shares; 2025Q3: 585,621 shares; 2025Q4: 565,790 shares; 2026Q1: 546,743 shares; 2026Q2: 531,727 shares 531,727 $86.9M 0.43% -15,016 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: 109,119 shares; 2024Q4: 127,845 shares; 2025Q1: 156,165 shares; 2025Q2: 170,616 shares; 2025Q3: 177,021 shares; 2025Q4: 204,453 shares; 2026Q1: 219,054 shares; 2026Q2: 229,708 shares 229,708 $81M 0.4% +10,654 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: 95,153 shares; 2024Q4: 99,954 shares; 2025Q1: 105,720 shares; 2025Q2: 104,786 shares; 2025Q3: 107,365 shares; 2025Q4: 109,159 shares; 2026Q1: 106,014 shares; 2026Q2: 106,509 shares 106,509 $78.4M 0.39% +495 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: 14,023 shares; 2024Q4: 13,961 shares; 2025Q1: 13,864 shares; 2025Q2: 7,161 shares; 2025Q3: 8,083 shares; 2025Q4: 695,290 shares; 2026Q1: 695,650 shares; 2026Q2: 695,001 shares 695,001 $76.6M 0.38% -649 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: 47,763 shares; 2024Q4: 49,693 shares; 2025Q1: 51,390 shares; 2025Q2: 108,256 shares; 2025Q3: 153,756 shares; 2025Q4: 161,758 shares; 2026Q1: 164,316 shares; 2026Q2: 175,147 shares 175,147 $74.6M 0.37% +10,831 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: 372,150 shares; 2024Q4: 479,680 shares; 2025Q1: 682,448 shares; 2025Q2: 641,898 shares; 2025Q3: 1,076,919 shares; 2025Q4: 964,982 shares; 2026Q1: 519,482 shares; 2026Q2: 738,944 shares 738,944 $74.4M 0.37% +219,462 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: 87,073 shares; 2024Q4: 85,448 shares; 2025Q1: 88,916 shares; 2025Q2: 88,345 shares; 2025Q3: 89,226 shares; 2025Q4: 92,974 shares; 2026Q1: 96,226 shares; 2026Q2: 96,552 shares 96,552 $72.3M 0.36% +326 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: 129,233 shares; 2024Q4: 626,694 shares; 2025Q1: 1,087,885 shares; 2025Q2: 913,767 shares; 2025Q3: 930,638 shares; 2025Q4: 926,457 shares; 2026Q1: 956,431 shares; 2026Q2: 959,904 shares 959,904 $68.4M 0.34% +3,473 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: 35,999 shares; 2024Q4: 38,040 shares; 2025Q1: 39,720 shares; 2025Q2: 42,655 shares; 2025Q3: 44,654 shares; 2025Q4: 43,499 shares; 2026Q1: 51,394 shares; 2026Q2: 58,236 shares 58,236 $67.2M 0.34% +6,842 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: 561,701 shares; 2024Q4: 554,957 shares; 2025Q1: 636,012 shares; 2025Q2: 612,876 shares; 2025Q3: 698,174 shares; 2025Q4: 1,286,363 shares; 2026Q1: 1,245,125 shares; 2026Q2: 1,217,842 shares 1,217,842 $65.8M 0.33% -27,283 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 580,604 shares; 2025Q2: 599,107 shares; 2025Q3: 635,846 shares; 2025Q4: 636,545 shares; 2026Q1: 647,182 shares; 2026Q2: 622,801 shares 622,801 $64.2M 0.32% -24,381 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: 134,582 shares; 2024Q4: 143,836 shares; 2025Q1: 149,061 shares; 2025Q2: 157,027 shares; 2025Q3: 160,646 shares; 2025Q4: 166,255 shares; 2026Q1: 165,511 shares; 2026Q2: 173,024 shares 173,024 $62.7M 0.31% +7,513 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: 117,579 shares; 2024Q4: 173,932 shares; 2025Q1: 179,625 shares; 2025Q2: 189,838 shares; 2025Q3: 195,251 shares; 2025Q4: 206,622 shares; 2026Q1: 206,926 shares; 2026Q2: 221,104 shares 221,104 $62.2M 0.31% +14,178 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: 77,536 shares; 2024Q4: 82,932 shares; 2025Q1: 88,671 shares; 2025Q2: 100,570 shares; 2025Q3: 103,994 shares; 2025Q4: 109,703 shares; 2026Q1: 113,896 shares; 2026Q2: 144,986 shares 144,986 $61M 0.3% +31,090 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: 612,878 shares; 2024Q4: 644,235 shares; 2025Q1: 747,440 shares; 2025Q2: 813,224 shares; 2025Q3: 936,179 shares; 2025Q4: 988,882 shares; 2026Q1: 986,686 shares; 2026Q2: 1,064,968 shares 1,064,968 $60.7M 0.3% +78,282 Timeline ICOW 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: not reported; 2024Q4: not reported; 2025Q1: 1,491,259 shares; 2025Q2: 1,507,162 shares; 2025Q3: 1,563,190 shares; 2025Q4: 1,536,927 shares; 2026Q1: 1,509,097 shares; 2026Q2: 1,431,215 shares 1,431,215 $59.6M 0.3% -77,882 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: 48,642 shares; 2024Q4: 50,237 shares; 2025Q1: 50,776 shares; 2025Q2: 53,707 shares; 2025Q3: 54,468 shares; 2025Q4: 56,294 shares; 2026Q1: 54,588 shares; 2026Q2: 60,061 shares 60,061 $58.7M 0.29% +5,473 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: 57,933 shares; 2024Q4: 60,148 shares; 2025Q1: 187,793 shares; 2025Q2: 200,218 shares; 2025Q3: 259,311 shares; 2025Q4: 271,375 shares; 2026Q1: 271,441 shares; 2026Q2: 280,037 shares 280,037 $58.5M 0.29% +8,596 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: 165,725 shares; 2024Q4: 175,122 shares; 2025Q1: 177,269 shares; 2025Q2: 187,267 shares; 2025Q3: 194,789 shares; 2025Q4: 204,069 shares; 2026Q1: 216,576 shares; 2026Q2: 233,493 shares 233,493 $52M 0.26% +16,917 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: 233,441 shares; 2024Q4: 244,359 shares; 2025Q1: 242,467 shares; 2025Q2: 253,324 shares; 2025Q3: 184,786 shares; 2025Q4: 187,798 shares; 2026Q1: 194,451 shares; 2026Q2: 203,267 shares 203,267 $51.6M 0.26% +8,816 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 776,346 shares; 2024Q4: 919,350 shares; 2025Q1: 807,058 shares; 2025Q2: 804,786 shares; 2025Q3: 800,272 shares; 2025Q4: 1,195,653 shares; 2026Q1: 1,212,503 shares; 2026Q2: 1,185,621 shares 1,185,621 $50.5M 0.25% -26,882 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: 266,282 shares; 2024Q4: 292,620 shares; 2025Q1: 317,814 shares; 2025Q2: 331,477 shares; 2025Q3: 335,417 shares; 2025Q4: 330,408 shares; 2026Q1: 336,021 shares; 2026Q2: 339,293 shares 339,293 $49.8M 0.25% +3,272 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 124,729 shares; 2025Q2: 124,584 shares; 2025Q3: 237,754 shares; 2025Q4: 367,012 shares; 2026Q1: 987,667 shares; 2026Q2: 1,031,592 shares 1,031,592 $48.9M 0.24% +43,925 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: 243,822 shares; 2024Q4: 198,071 shares; 2025Q1: 514,278 shares; 2025Q2: 585,289 shares; 2025Q3: 541,613 shares; 2025Q4: 580,283 shares; 2026Q1: 604,672 shares; 2026Q2: 630,599 shares 630,599 $48.6M 0.24% +25,927 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: 20,092 shares; 2025Q1: 30,032 shares; 2025Q2: 33,657 shares; 2025Q3: 40,983 shares; 2025Q4: 43,750 shares; 2026Q1: 47,403 shares; 2026Q2: 49,801 shares 49,801 $47.9M 0.24% +2,398 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 610,755 shares; 2024Q4: 596,126 shares; 2025Q1: 580,968 shares; 2025Q2: 562,435 shares; 2025Q3: 541,077 shares; 2025Q4: 558,238 shares; 2026Q1: 509,074 shares; 2026Q2: 526,150 shares 526,150 $46.2M 0.23% +17,076 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: 37,793 shares; 2024Q4: 38,267 shares; 2025Q1: 43,822 shares; 2025Q2: 42,753 shares; 2025Q3: 49,152 shares; 2025Q4: 53,327 shares; 2026Q1: 63,825 shares; 2026Q2: 66,567 shares 66,567 $45.7M 0.23% +2,742 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: 4,433 shares; 2024Q4: 4,642 shares; 2025Q1: 4,725 shares; 2025Q2: 5,435 shares; 2025Q3: 5,999 shares; 2025Q4: 14,009 shares; 2026Q1: 13,939 shares; 2026Q2: 91,971 shares 91,971 $45.5M 0.23% +78,032 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 332,292 shares 332,292 $45.1M 0.23% new Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 557,728 shares; 2024Q4: 613,517 shares; 2025Q1: 744,689 shares; 2025Q2: 781,593 shares; 2025Q3: 817,821 shares; 2025Q4: 849,872 shares; 2026Q1: 880,025 shares; 2026Q2: 896,162 shares 896,162 $43.3M 0.22% +16,137 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: 8,218 shares; 2024Q4: 8,259 shares; 2025Q1: 8,463 shares; 2025Q2: 8,253 shares; 2025Q3: 23,934 shares; 2025Q4: 561,746 shares; 2026Q1: 548,918 shares; 2026Q2: 468,394 shares 468,394 $42.2M 0.21% -80,524 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: 57,216 shares; 2024Q4: 61,529 shares; 2025Q1: 45,811 shares; 2025Q2: 53,960 shares; 2025Q3: 58,090 shares; 2025Q4: 61,553 shares; 2026Q1: 67,353 shares; 2026Q2: 71,085 shares 71,085 $41.3M 0.21% +3,732 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: 873,688 shares; 2024Q4: 2,531,164 shares; 2025Q1: 2,534,479 shares; 2025Q2: 1,410,397 shares; 2025Q3: 1,410,417 shares; 2025Q4: 1,420,177 shares; 2026Q1: 1,413,731 shares; 2026Q2: 1,384,788 shares 1,384,788 $40.8M 0.2% -28,943 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: 29,590 shares; 2024Q4: 38,220 shares; 2025Q1: 37,188 shares; 2025Q2: 45,420 shares; 2025Q3: 45,771 shares; 2025Q4: 47,112 shares; 2026Q1: 51,107 shares; 2026Q2: 54,921 shares 54,921 $39.7M 0.2% +3,814 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: 206,446 shares; 2024Q4: 257,011 shares; 2025Q1: 238,789 shares; 2025Q2: 247,126 shares; 2025Q3: 262,890 shares; 2025Q4: 268,562 shares; 2026Q1: 272,410 shares; 2026Q2: 279,216 shares 279,216 $39.1M 0.2% +6,806 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: 82,244 shares; 2024Q4: 112,885 shares; 2025Q1: 118,423 shares; 2025Q2: 126,369 shares; 2025Q3: 131,210 shares; 2025Q4: 141,831 shares; 2026Q1: 143,679 shares; 2026Q2: 144,126 shares 144,126 $39M 0.19% +447 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: 440,233 shares; 2024Q4: 455,837 shares; 2025Q1: 497,002 shares; 2025Q2: 589,570 shares; 2025Q3: 398,831 shares; 2025Q4: 386,206 shares; 2026Q1: 374,185 shares; 2026Q2: 361,452 shares 361,452 $38.4M 0.19% -12,733 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: 328,707 shares; 2024Q4: 361,433 shares; 2025Q1: 280,446 shares; 2025Q2: 299,098 shares; 2025Q3: 311,565 shares; 2025Q4: 306,143 shares; 2026Q1: 297,046 shares; 2026Q2: 292,117 shares 292,117 $37.5M 0.19% -4,929 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: 139,279 shares; 2024Q4: 198,678 shares; 2025Q1: 193,591 shares; 2025Q2: 194,094 shares; 2025Q3: 234,335 shares; 2025Q4: 221,141 shares; 2026Q1: 188,521 shares; 2026Q2: 108,160 shares 108,160 $36.9M 0.18% -80,361 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: 119,086 shares; 2024Q4: 134,457 shares; 2025Q1: 199,027 shares; 2025Q2: 210,474 shares; 2025Q3: 215,106 shares; 2025Q4: 228,133 shares; 2026Q1: 226,534 shares; 2026Q2: 241,412 shares 241,412 $36.6M 0.18% +14,878 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: 144,431 shares; 2024Q4: 149,015 shares; 2025Q1: 147,715 shares; 2025Q2: 149,202 shares; 2025Q3: 151,177 shares; 2025Q4: 144,715 shares; 2026Q1: 144,460 shares; 2026Q2: 150,826 shares 150,826 $36M 0.18% +6,366 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,413 shares; 2024Q4: 135,888 shares; 2025Q1: 144,161 shares; 2025Q2: 145,977 shares; 2025Q3: 144,085 shares; 2025Q4: 127,618 shares; 2026Q1: 120,636 shares; 2026Q2: 127,231 shares 127,231 $35.6M 0.18% +6,595 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: not reported; 2024Q4: 166,267 shares; 2025Q1: 139,903 shares; 2025Q2: 106,754 shares; 2025Q3: 108,546 shares; 2025Q4: 98,842 shares; 2026Q1: 97,295 shares; 2026Q2: 103,852 shares 103,852 $35.6M 0.18% +6,557 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: 193,764 shares; 2024Q4: 216,787 shares; 2025Q1: 238,858 shares; 2025Q2: 350,431 shares; 2025Q3: 353,767 shares; 2025Q4: 367,423 shares; 2026Q1: 363,060 shares; 2026Q2: 388,898 shares 388,898 $35.3M 0.18% +25,838 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 487,726 shares; 2024Q4: 479,010 shares; 2025Q1: 475,442 shares; 2025Q2: 458,511 shares; 2025Q3: 455,741 shares; 2025Q4: 452,836 shares; 2026Q1: 429,834 shares; 2026Q2: 420,312 shares 420,312 $34.6M 0.17% -9,522 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 966,725 shares; 2024Q4: 969,097 shares; 2025Q1: 1,027,196 shares; 2025Q2: 917,089 shares; 2025Q3: 925,302 shares; 2025Q4: 853,367 shares; 2026Q1: 820,348 shares; 2026Q2: 824,569 shares 824,569 $34.4M 0.17% +4,221 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,338 shares; 2024Q4: 80,678 shares; 2025Q1: 116,791 shares; 2025Q2: 121,783 shares; 2025Q3: 127,661 shares; 2025Q4: 132,594 shares; 2026Q1: 139,833 shares; 2026Q2: 149,799 shares 149,799 $34.4M 0.17% +9,966 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: 20,708 shares; 2024Q4: 21,868 shares; 2025Q1: 23,348 shares; 2025Q2: 24,846 shares; 2025Q3: 28,313 shares; 2025Q4: 29,270 shares; 2026Q1: 29,156 shares; 2026Q2: 28,951 shares 28,951 $34M 0.17% -205 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258,517 shares; 2024Q4: 272,691 shares; 2025Q1: 296,408 shares; 2025Q2: 316,485 shares; 2025Q3: 330,276 shares; 2025Q4: 344,214 shares; 2026Q1: 365,274 shares; 2026Q2: 283,835 shares 283,835 $33.6M 0.17% -81,439 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,937 shares; 2024Q4: 493,657 shares; 2025Q1: 1,148,999 shares; 2025Q2: 1,038,933 shares; 2025Q3: 1,078,143 shares; 2025Q4: 1,075,135 shares; 2026Q1: 1,007,873 shares; 2026Q2: 991,224 shares 991,224 $33.5M 0.17% -16,649 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: 52,347 shares; 2024Q4: 66,678 shares; 2025Q1: 73,560 shares; 2025Q2: 76,260 shares; 2025Q3: 87,407 shares; 2025Q4: 84,662 shares; 2026Q1: 86,760 shares; 2026Q2: 88,294 shares 88,294 $33M 0.16% +1,534 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: 44,503 shares; 2024Q4: 48,878 shares; 2025Q1: 48,340 shares; 2025Q2: 56,603 shares; 2025Q3: 59,045 shares; 2025Q4: 61,909 shares; 2026Q1: 66,159 shares; 2026Q2: 65,597 shares 65,597 $31.3M 0.16% -562 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: 80,580 shares; 2024Q4: 78,690 shares; 2025Q1: 78,319 shares; 2025Q2: 80,024 shares; 2025Q3: 80,063 shares; 2025Q4: 79,320 shares; 2026Q1: 74,728 shares; 2026Q2: 74,305 shares 74,305 $30.4M 0.15% -423 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: 160,932 shares; 2024Q4: 151,713 shares; 2025Q1: 155,378 shares; 2025Q2: 153,114 shares; 2025Q3: 152,669 shares; 2025Q4: 146,212 shares; 2026Q1: 150,025 shares; 2026Q2: 142,173 shares 142,173 $30.3M 0.15% -7,852 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: 327,741 shares; 2024Q4: 321,796 shares; 2025Q1: 328,160 shares; 2025Q2: 330,159 shares; 2025Q3: 328,589 shares; 2025Q4: 359,002 shares; 2026Q1: 343,001 shares; 2026Q2: 327,673 shares 327,673 $30.2M 0.15% -15,328 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: 114,143 shares; 2024Q4: 260,293 shares; 2025Q1: 250,446 shares; 2025Q2: 257,097 shares; 2025Q3: 260,857 shares; 2025Q4: 329,731 shares; 2026Q1: 358,400 shares; 2026Q2: 191,112 shares 191,112 $29.9M 0.15% -167,288 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: 58,505 shares; 2024Q4: 58,220 shares; 2025Q1: 58,739 shares; 2025Q2: 90,063 shares; 2025Q3: 109,203 shares; 2025Q4: 114,860 shares; 2026Q1: 137,395 shares; 2026Q2: 135,459 shares 135,459 $29.6M 0.15% -1,936 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: 2,472 shares; 2024Q4: 206,567 shares; 2025Q1: 190,178 shares; 2025Q2: 172,490 shares; 2025Q3: 170,724 shares; 2025Q4: 166,391 shares; 2026Q1: 163,518 shares; 2026Q2: 161,492 shares 161,492 $29.3M 0.15% -2,026 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: 224,448 shares; 2024Q4: 229,818 shares; 2025Q1: 268,940 shares; 2025Q2: 294,254 shares; 2025Q3: 291,584 shares; 2025Q4: 337,299 shares; 2026Q1: 346,431 shares; 2026Q2: 383,334 shares 383,334 $29.2M 0.15% +36,903 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: 69,071 shares; 2025Q1: 67,327 shares; 2025Q2: 67,087 shares; 2025Q3: 71,643 shares; 2025Q4: 61,151 shares; 2026Q1: 70,528 shares; 2026Q2: 67,276 shares 67,276 $29.2M 0.15% -3,252 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,728 shares; 2024Q4: 100,076 shares; 2025Q1: 107,713 shares; 2025Q2: 141,149 shares; 2025Q3: 154,007 shares; 2025Q4: 173,277 shares; 2026Q1: 177,497 shares; 2026Q2: 178,753 shares 178,753 $29M 0.14% +1,256 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: 91,051 shares; 2024Q4: 92,173 shares; 2025Q1: 169,621 shares; 2025Q2: 188,475 shares; 2025Q3: 193,698 shares; 2025Q4: 206,498 shares; 2026Q1: 233,387 shares; 2026Q2: 245,370 shares 245,370 $28.9M 0.14% +11,983 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: 121,118 shares; 2024Q4: 130,527 shares; 2025Q1: 134,459 shares; 2025Q2: 138,070 shares; 2025Q3: 152,681 shares; 2025Q4: 156,752 shares; 2026Q1: 160,718 shares; 2026Q2: 173,771 shares 173,771 $28.8M 0.14% +13,053 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 753,857 shares; 2026Q1: 710,559 shares; 2026Q2: 628,175 shares 628,175 $28.7M 0.14% -82,384 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: 290,206 shares; 2024Q4: 281,728 shares; 2025Q1: 284,808 shares; 2025Q2: 295,368 shares; 2025Q3: 234,910 shares; 2025Q4: 234,061 shares; 2026Q1: 236,896 shares; 2026Q2: 243,293 shares 243,293 $28.4M 0.14% +6,397 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: 107,807 shares; 2024Q4: 112,367 shares; 2025Q1: 117,054 shares; 2025Q2: 125,831 shares; 2025Q3: 135,886 shares; 2025Q4: 143,690 shares; 2026Q1: 140,027 shares; 2026Q2: 153,479 shares 153,479 $28.4M 0.14% +13,452 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,130 shares; 2024Q4: 29,171 shares; 2025Q1: 28,851 shares; 2025Q2: 28,851 shares; 2025Q3: 131,593 shares; 2025Q4: 747,768 shares; 2026Q1: 732,440 shares; 2026Q2: 714,818 shares 714,818 $27.7M 0.14% -17,622 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 334,688 shares; 2026Q1: 307,936 shares; 2026Q2: 278,090 shares 278,090 $27.4M 0.14% -29,846 Timeline BDYN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 889,631 shares; 2025Q4: 903,402 shares; 2026Q1: 923,280 shares; 2026Q2: 929,681 shares 929,681 $25.8M 0.13% +6,401 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: 114,779 shares 114,779 $25.7M 0.13% new 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: 132,793 shares; 2024Q4: 156,043 shares; 2025Q1: 150,155 shares; 2025Q2: 173,333 shares; 2025Q3: 177,018 shares; 2025Q4: 197,875 shares; 2026Q1: 200,092 shares; 2026Q2: 217,870 shares 217,870 $25.6M 0.13% +17,778 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: 94,026 shares; 2024Q4: 96,213 shares; 2025Q1: 113,582 shares; 2025Q2: 69,544 shares; 2025Q3: 69,317 shares; 2025Q4: 74,339 shares; 2026Q1: 74,447 shares; 2026Q2: 152,622 shares 152,622 $25.1M 0.13% +78,175 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: 141,672 shares; 2024Q4: 284,703 shares; 2025Q1: 301,572 shares; 2025Q2: 301,255 shares; 2025Q3: 288,514 shares; 2025Q4: 299,002 shares; 2026Q1: 298,915 shares; 2026Q2: 301,752 shares 301,752 $24.9M 0.12% +2,837 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: 176,592 shares; 2024Q4: 174,493 shares; 2025Q1: 250,312 shares; 2025Q2: 254,899 shares; 2025Q3: 254,480 shares; 2025Q4: 189,930 shares; 2026Q1: 181,999 shares; 2026Q2: 181,112 shares 181,112 $24.9M 0.12% -887 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: 71,722 shares; 2024Q4: 85,683 shares; 2025Q1: 93,835 shares; 2025Q2: 104,758 shares; 2025Q3: 111,740 shares; 2025Q4: 130,801 shares; 2026Q1: 147,668 shares; 2026Q2: 175,809 shares 175,809 $24.5M 0.12% +28,141 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,389,093 shares; 2024Q4: 1,450,093 shares; 2025Q1: 673,833 shares; 2025Q2: 502,402 shares; 2025Q3: 493,431 shares; 2025Q4: 486,816 shares; 2026Q1: 482,871 shares; 2026Q2: 464,688 shares 464,688 $24.5M 0.12% -18,183 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: 109,349 shares 109,349 $24.2M 0.12% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,449 shares; 2024Q4: 69,595 shares; 2025Q1: 76,573 shares; 2025Q2: 79,709 shares; 2025Q3: 84,494 shares; 2025Q4: 91,663 shares; 2026Q1: 90,464 shares; 2026Q2: 94,884 shares 94,884 $23.9M 0.12% +4,420 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: 24,976 shares; 2024Q4: 29,154 shares; 2025Q1: 52,290 shares; 2025Q2: 51,717 shares; 2025Q3: 54,133 shares; 2025Q4: 57,701 shares; 2026Q1: 54,101 shares; 2026Q2: 56,842 shares 56,842 $23.6M 0.12% +2,741 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: 47,933 shares; 2024Q4: 98,837 shares; 2025Q1: 152,602 shares; 2025Q2: 107,359 shares; 2025Q3: 134,001 shares; 2025Q4: 144,944 shares; 2026Q1: 138,898 shares; 2026Q2: 68,554 shares 68,554 $23.6M 0.12% -70,344 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 291,342 shares; 2024Q4: 368,908 shares; 2025Q1: 404,406 shares; 2025Q2: 388,473 shares; 2025Q3: 455,979 shares; 2025Q4: 451,026 shares; 2026Q1: 435,624 shares; 2026Q2: 420,699 shares 420,699 $23.1M 0.12% -14,925 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: 143,561 shares; 2024Q4: 156,153 shares; 2025Q1: 196,331 shares; 2025Q2: 210,931 shares; 2025Q3: 228,647 shares; 2025Q4: 255,595 shares; 2026Q1: 274,284 shares; 2026Q2: 283,607 shares 283,607 $23M 0.12% +9,323 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: 8,231 shares; 2024Q4: 129,393 shares; 2025Q1: 167,954 shares; 2025Q2: 128,585 shares; 2025Q3: 105,522 shares; 2025Q4: 108,535 shares; 2026Q1: 105,286 shares; 2026Q2: 101,261 shares 101,261 $22.2M 0.11% -4,025 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 606,550 shares; 2024Q4: 632,893 shares; 2025Q1: 636,692 shares; 2025Q2: 629,629 shares; 2025Q3: 616,122 shares; 2025Q4: 608,324 shares; 2026Q1: 603,494 shares; 2026Q2: 598,384 shares 598,384 $22M 0.11% -5,110 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: 34,144 shares; 2024Q4: 35,613 shares; 2025Q1: 35,049 shares; 2025Q2: 40,483 shares; 2025Q3: 42,838 shares; 2025Q4: 42,880 shares; 2026Q1: 47,970 shares; 2026Q2: 50,146 shares 50,146 $21.6M 0.11% +2,176 Timeline GDIV HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,419,323 shares; 2025Q1: 1,263,454 shares; 2025Q2: 1,220,918 shares; 2025Q3: 1,177,462 shares; 2025Q4: 1,200,422 shares; 2026Q1: 1,156,551 shares; 2026Q2: 1,169,405 shares 1,169,405 $21.6M 0.11% +12,854 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,284 shares; 2024Q4: 167,237 shares; 2025Q1: 345,927 shares; 2025Q2: 453,189 shares; 2025Q3: 469,455 shares; 2025Q4: 496,410 shares; 2026Q1: 510,281 shares; 2026Q2: 533,748 shares 533,748 $21.4M 0.11% +23,467 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: 21,562 shares; 2024Q4: 25,485 shares; 2025Q1: 52,033 shares; 2025Q2: 55,181 shares; 2025Q3: 55,354 shares; 2025Q4: 60,613 shares; 2026Q1: 60,429 shares; 2026Q2: 60,686 shares 60,686 $20.5M 0.1% +257 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: 26,664 shares; 2024Q4: 32,178 shares; 2025Q1: 37,779 shares; 2025Q2: 38,836 shares; 2025Q3: 50,414 shares; 2025Q4: 119,649 shares; 2026Q1: 116,593 shares; 2026Q2: 107,548 shares 107,548 $20.5M 0.1% -9,045 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331,406 shares; 2024Q4: 351,886 shares; 2025Q1: 510,780 shares; 2025Q2: 623,570 shares; 2025Q3: 652,873 shares; 2025Q4: 687,487 shares; 2026Q1: 706,829 shares; 2026Q2: 757,577 shares 757,577 $19.8M 0.1% +50,748 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,608 shares; 2024Q4: 30,357 shares; 2025Q1: 31,372 shares; 2025Q2: 41,063 shares; 2025Q3: 47,555 shares; 2025Q4: 48,111 shares; 2026Q1: 50,429 shares; 2026Q2: 55,163 shares 55,163 $19.5M 0.1% +4,734 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: 10,773 shares; 2024Q4: 10,701 shares; 2025Q1: 10,065 shares; 2025Q2: 12,011 shares; 2025Q3: 12,022 shares; 2025Q4: 12,357 shares; 2026Q1: 60,192 shares; 2026Q2: 66,606 shares 66,606 $19.4M 0.1% +6,414 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: 336,672 shares; 2024Q4: 469,552 shares; 2025Q1: 499,003 shares; 2025Q2: 438,070 shares; 2025Q3: 455,828 shares; 2025Q4: 455,552 shares; 2026Q1: 440,732 shares; 2026Q2: 420,929 shares 420,929 $18.7M 0.09% -19,803 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: 36,196 shares; 2024Q4: 87,473 shares; 2025Q1: 89,155 shares; 2025Q2: 98,956 shares; 2025Q3: 101,460 shares; 2025Q4: 102,950 shares; 2026Q1: 104,713 shares; 2026Q2: 102,997 shares 102,997 $18.6M 0.09% -1,716 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: 204,181 shares; 2024Q4: 211,194 shares; 2025Q1: 211,961 shares; 2025Q2: 214,400 shares; 2025Q3: 214,346 shares; 2025Q4: 210,357 shares; 2026Q1: 212,473 shares; 2026Q2: 213,266 shares 213,266 $18.5M 0.09% +793 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: 9,649 shares; 2024Q4: 22,776 shares; 2025Q1: 54,251 shares; 2025Q2: 52,725 shares; 2025Q3: 55,272 shares; 2025Q4: 54,878 shares; 2026Q1: 53,970 shares; 2026Q2: 53,392 shares 53,392 $18.4M 0.09% -578 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 370,906 shares; 2024Q4: 365,249 shares; 2025Q1: 354,033 shares; 2025Q2: 354,296 shares; 2025Q3: 536,567 shares; 2025Q4: 500,402 shares; 2026Q1: 478,572 shares; 2026Q2: 451,816 shares 451,816 $18.2M 0.09% -26,756 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: 103,096 shares; 2024Q4: 98,408 shares; 2025Q1: 92,747 shares; 2025Q2: 101,932 shares; 2025Q3: 106,910 shares; 2025Q4: 118,036 shares; 2026Q1: 127,314 shares; 2026Q2: 132,456 shares 132,456 $18.1M 0.09% +5,142 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 519,177 shares; 2026Q1: 495,409 shares; 2026Q2: 422,510 shares 422,510 $17.7M 0.09% -72,899 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 564,621 shares; 2024Q4: 580,642 shares; 2025Q1: 518,195 shares; 2025Q2: 513,589 shares; 2025Q3: 504,902 shares; 2025Q4: 493,220 shares; 2026Q1: 497,642 shares; 2026Q2: 472,764 shares 472,764 $17.3M 0.09% -24,878 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: 4 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 23 shares 23 $17.2M 0.09% -1 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: 81,988 shares; 2024Q4: 86,237 shares; 2025Q1: 86,828 shares; 2025Q2: 87,748 shares; 2025Q3: 42,797 shares; 2025Q4: 45,945 shares; 2026Q1: 55,108 shares; 2026Q2: 57,763 shares 57,763 $17.2M 0.09% +2,655 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: 11,015 shares; 2024Q4: 181,253 shares; 2025Q1: 140,404 shares; 2025Q2: 81,670 shares; 2025Q3: 81,022 shares; 2025Q4: 74,677 shares; 2026Q1: 72,040 shares; 2026Q2: 70,397 shares 70,397 $17.1M 0.09% -1,643 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: 18,467 shares; 2024Q4: 20,765 shares; 2025Q1: 21,092 shares; 2025Q2: 23,013 shares; 2025Q3: 25,675 shares; 2025Q4: 34,138 shares; 2026Q1: 33,212 shares; 2026Q2: 32,584 shares 32,584 $16.7M 0.08% -628 Timeline FDN 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: 64,810 shares; 2024Q4: 64,240 shares; 2025Q1: 67,340 shares; 2025Q2: 65,871 shares; 2025Q3: 66,626 shares; 2025Q4: 65,646 shares; 2026Q1: 64,949 shares; 2026Q2: 62,711 shares 62,711 $16.6M 0.08% -2,238 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: 2,058 shares; 2024Q4: 2,661 shares; 2025Q1: 2,928 shares; 2025Q2: 3,056 shares; 2025Q3: 3,334 shares; 2025Q4: 4,555 shares; 2026Q1: 5,206 shares; 2026Q2: 54,263 shares 54,263 $16.4M 0.08% +49,057 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,889 shares; 2024Q4: 6,246 shares; 2025Q1: 35,307 shares; 2025Q2: 36,426 shares; 2025Q3: 31,076 shares; 2025Q4: 31,275 shares; 2026Q1: 31,375 shares; 2026Q2: 31,236 shares 31,236 $16.3M 0.08% -139 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: 44,490 shares; 2024Q4: 499,124 shares; 2025Q1: 397,637 shares; 2025Q2: 216,974 shares; 2025Q3: 287,870 shares; 2025Q4: 266,751 shares; 2026Q1: 265,797 shares; 2026Q2: 271,382 shares 271,382 $16.2M 0.08% +5,585 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,315,316 shares; 2024Q4: 1,405,908 shares; 2025Q1: 2,113,677 shares; 2025Q2: 2,878,822 shares; 2025Q3: 546,442 shares; 2025Q4: 488,685 shares; 2026Q1: 429,342 shares; 2026Q2: 380,842 shares 380,842 $16.1M 0.08% -48,500 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: 210,362 shares; 2024Q4: 211,889 shares; 2025Q1: 210,135 shares; 2025Q2: 218,595 shares; 2025Q3: 218,522 shares; 2025Q4: 220,514 shares; 2026Q1: 115,670 shares; 2026Q2: 109,489 shares 109,489 $16M 0.08% -6,181 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: 4,981 shares; 2024Q4: 6,179 shares; 2025Q1: 10,977 shares; 2025Q2: 23,137 shares; 2025Q3: 24,534 shares; 2025Q4: 28,608 shares; 2026Q1: 43,136 shares; 2026Q2: 174,432 shares 174,432 $16M 0.08% +131,296 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,290 shares; 2024Q4: 209,181 shares; 2025Q1: 209,308 shares; 2025Q2: 209,560 shares; 2025Q3: 209,643 shares; 2025Q4: 213,003 shares; 2026Q1: 210,263 shares; 2026Q2: 209,888 shares 209,888 $15.9M 0.08% -375 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,489 shares; 2024Q4: 35,132 shares; 2025Q1: 44,398 shares; 2025Q2: 52,058 shares; 2025Q3: 56,083 shares; 2025Q4: 58,132 shares; 2026Q1: 66,559 shares; 2026Q2: 67,858 shares 67,858 $15.8M 0.08% +1,299 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: 205,949 shares; 2024Q4: 213,908 shares; 2025Q1: 225,334 shares; 2025Q2: 105,590 shares; 2025Q3: 115,270 shares; 2025Q4: 128,279 shares; 2026Q1: 120,353 shares; 2026Q2: 115,964 shares 115,964 $15.7M 0.08% -4,389 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: 39,332 shares; 2024Q4: 42,077 shares; 2025Q1: 134,201 shares; 2025Q2: 142,157 shares; 2025Q3: 131,231 shares; 2025Q4: 170,098 shares; 2026Q1: 180,621 shares; 2026Q2: 162,246 shares 162,246 $15.7M 0.08% -18,375 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: 25,434 shares; 2024Q4: 27,694 shares; 2025Q1: 30,153 shares; 2025Q2: 33,455 shares; 2025Q3: 35,127 shares; 2025Q4: 39,009 shares; 2026Q1: 39,757 shares; 2026Q2: 44,732 shares 44,732 $15.7M 0.08% +4,975 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: 22,219 shares; 2024Q4: 27,439 shares; 2025Q1: 28,687 shares; 2025Q2: 37,430 shares; 2025Q3: 39,915 shares; 2025Q4: 46,815 shares; 2026Q1: 60,673 shares; 2026Q2: 61,122 shares 61,122 $15.6M 0.08% +449 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: 9,291 shares; 2024Q4: 445,059 shares; 2025Q1: 318,776 shares; 2025Q2: 219,725 shares; 2025Q3: 219,266 shares; 2025Q4: 206,159 shares; 2026Q1: 200,405 shares; 2026Q2: 203,677 shares 203,677 $15.6M 0.08% +3,272 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: not reported; 2024Q4: 21,781 shares; 2025Q1: 312,848 shares; 2025Q2: 304,709 shares; 2025Q3: 309,400 shares; 2025Q4: 301,219 shares; 2026Q1: 298,503 shares; 2026Q2: 266,146 shares 266,146 $15.5M 0.08% -32,357 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: 16,600 shares; 2024Q4: 20,570 shares; 2025Q1: 23,502 shares; 2025Q2: 22,228 shares; 2025Q3: 21,870 shares; 2025Q4: 28,161 shares; 2026Q1: 29,116 shares; 2026Q2: 123,391 shares 123,391 $15.3M 0.08% +94,275 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: 30,499 shares; 2024Q4: 71,757 shares; 2025Q1: 53,028 shares; 2025Q2: 53,746 shares; 2025Q3: 224,010 shares; 2025Q4: 173,371 shares; 2026Q1: 186,431 shares; 2026Q2: 177,910 shares 177,910 $15.2M 0.08% -8,521 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 792,855 shares; 2026Q1: 513,322 shares; 2026Q2: 371,000 shares 371,000 $15.2M 0.08% -142,322 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: 12,316 shares; 2024Q4: 14,074 shares; 2025Q1: 14,696 shares; 2025Q2: 16,846 shares; 2025Q3: 17,780 shares; 2025Q4: 217,499 shares; 2026Q1: 224,683 shares; 2026Q2: 212,622 shares 212,622 $15.2M 0.08% -12,061 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: 180,620 shares; 2024Q4: 166,628 shares; 2025Q1: 159,780 shares; 2025Q2: 147,791 shares; 2025Q3: 156,592 shares; 2025Q4: 168,392 shares; 2026Q1: 152,528 shares; 2026Q2: 152,297 shares 152,297 $15.1M 0.08% -231 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,654 shares; 2024Q4: 285,738 shares; 2025Q1: 245,358 shares; 2025Q2: 176,246 shares; 2025Q3: 164,947 shares; 2025Q4: 156,430 shares; 2026Q1: 151,073 shares; 2026Q2: 150,253 shares 150,253 $14.5M 0.07% -820 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 554,929 shares; 2024Q4: 543,197 shares; 2025Q1: 526,868 shares; 2025Q2: 376,350 shares; 2025Q3: 373,502 shares; 2025Q4: 371,122 shares; 2026Q1: 365,888 shares; 2026Q2: 355,329 shares 355,329 $14.5M 0.07% -10,559 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,857 shares; 2024Q4: 7,839 shares; 2025Q1: 6,970 shares; 2025Q2: 6,924 shares; 2025Q3: 17,106 shares; 2025Q4: 187,107 shares; 2026Q1: 175,414 shares; 2026Q2: 175,462 shares 175,462 $14.4M 0.07% +48 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: 611,088 shares; 2024Q4: 615,939 shares; 2025Q1: 259,797 shares; 2025Q2: 275,659 shares; 2025Q3: 278,359 shares; 2025Q4: 319,967 shares; 2026Q1: 337,053 shares; 2026Q2: 338,532 shares 338,532 $14.3M 0.07% +1,479 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: 58,833 shares; 2024Q4: 55,686 shares; 2025Q1: 55,942 shares; 2025Q2: 52,951 shares; 2025Q3: 46,884 shares; 2025Q4: 44,128 shares; 2026Q1: 47,383 shares; 2026Q2: 47,496 shares 47,496 $14.3M 0.07% +113 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: 23,217 shares; 2024Q4: 24,760 shares; 2025Q1: 33,436 shares; 2025Q2: 38,283 shares; 2025Q3: 48,591 shares; 2025Q4: 50,362 shares; 2026Q1: 59,906 shares; 2026Q2: 64,409 shares 64,409 $13.9M 0.07% +4,503 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 372,027 shares; 2024Q4: 230,396 shares; 2025Q1: 224,915 shares; 2025Q2: 208,088 shares; 2025Q3: 182,396 shares; 2025Q4: 153,239 shares; 2026Q1: 131,329 shares; 2026Q2: 133,862 shares 133,862 $13.9M 0.07% +2,533 Timeline DCH DAUCH CORP More: the full row for DAUCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,916,106 shares; 2024Q4: 1,912,947 shares; 2025Q1: 2,250,455 shares; 2025Q2: 2,247,469 shares; 2025Q3: 2,247,634 shares; 2025Q4: 2,247,585 shares; 2026Q1: 2,248,027 shares; 2026Q2: 2,525,763 shares 2,525,763 $13.7M 0.07% +277,736 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 548,233 shares; 2024Q4: 600,479 shares; 2025Q1: 753,910 shares; 2025Q2: 884,368 shares; 2025Q3: 176,485 shares; 2025Q4: 184,143 shares; 2026Q1: 182,338 shares; 2026Q2: 161,962 shares 161,962 $13.4M 0.07% -20,376 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: 58,708 shares; 2024Q4: 62,356 shares; 2025Q1: 66,933 shares; 2025Q2: 70,870 shares; 2025Q3: 74,936 shares; 2025Q4: 80,119 shares; 2026Q1: 82,810 shares; 2026Q2: 84,429 shares 84,429 $13.3M 0.07% +1,619 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: 24,723 shares; 2024Q4: 37,336 shares; 2025Q1: 62,491 shares; 2025Q2: 63,710 shares; 2025Q3: 63,088 shares; 2025Q4: 69,464 shares; 2026Q1: 49,295 shares; 2026Q2: 48,685 shares 48,685 $13.2M 0.07% -610 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: 66,827 shares; 2024Q4: 157,953 shares; 2025Q1: 80,653 shares; 2025Q2: 77,673 shares; 2025Q3: 78,483 shares; 2025Q4: 78,303 shares; 2026Q1: 75,015 shares; 2026Q2: 71,332 shares 71,332 $13.2M 0.07% -3,683 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: 390,738 shares; 2024Q4: 445,259 shares; 2025Q1: 426,880 shares; 2025Q2: 443,407 shares; 2025Q3: 437,599 shares; 2025Q4: 542,082 shares; 2026Q1: 597,819 shares; 2026Q2: 537,097 shares 537,097 $13.2M 0.07% -60,722 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: 122,105 shares; 2024Q4: 169,989 shares; 2025Q1: 163,984 shares; 2025Q2: 161,716 shares; 2025Q3: 158,024 shares; 2025Q4: 192,256 shares; 2026Q1: 272,195 shares; 2026Q2: 257,948 shares 257,948 $13.2M 0.07% -14,247 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,060 shares; 2024Q4: 46,853 shares; 2025Q1: 52,195 shares; 2025Q2: 56,125 shares; 2025Q3: 61,071 shares; 2025Q4: 67,450 shares; 2026Q1: 65,507 shares; 2026Q2: 76,540 shares 76,540 $13M 0.06% +11,033 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: 327,200 shares; 2024Q4: 142,593 shares; 2025Q1: 93,601 shares; 2025Q2: 96,897 shares; 2025Q3: 126,554 shares; 2025Q4: 133,063 shares; 2026Q1: 144,907 shares; 2026Q2: 147,124 shares 147,124 $12.9M 0.06% +2,217 Timeline BDVL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 502,719 shares; 2025Q4: 520,187 shares; 2026Q1: 512,044 shares; 2026Q2: 496,841 shares 496,841 $12.9M 0.06% -15,203 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,062 shares; 2024Q4: 40,404 shares; 2025Q1: 83,058 shares; 2025Q2: 81,397 shares; 2025Q3: 77,544 shares; 2025Q4: 78,450 shares; 2026Q1: 80,240 shares; 2026Q2: 78,814 shares 78,814 $12.8M 0.06% -1,426 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300,608 shares; 2024Q4: 339,948 shares; 2025Q1: 289,382 shares; 2025Q2: 290,496 shares; 2025Q3: 289,241 shares; 2025Q4: 289,430 shares; 2026Q1: 291,685 shares; 2026Q2: 281,732 shares 281,732 $12.6M 0.06% -9,953 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: 97,070 shares; 2024Q4: 106,248 shares; 2025Q1: 140,816 shares; 2025Q2: 135,485 shares; 2025Q3: 128,691 shares; 2025Q4: 122,239 shares; 2026Q1: 123,473 shares; 2026Q2: 118,563 shares 118,563 $12.6M 0.06% -4,910 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,257 shares; 2024Q4: 530,154 shares; 2025Q1: 537,515 shares; 2025Q2: 515,890 shares; 2025Q3: 497,585 shares; 2025Q4: 469,139 shares; 2026Q1: 439,073 shares; 2026Q2: 427,052 shares 427,052 $12.4M 0.06% -12,021 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: 3,461 shares; 2024Q4: 172,065 shares; 2025Q1: 116,967 shares; 2025Q2: 64,881 shares; 2025Q3: 59,533 shares; 2025Q4: 63,199 shares; 2026Q1: 61,279 shares; 2026Q2: 60,957 shares 60,957 $12M 0.06% -322 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,163 shares; 2024Q4: 39,606 shares; 2025Q1: 43,322 shares; 2025Q2: 46,409 shares; 2025Q3: 49,208 shares; 2025Q4: 51,510 shares; 2026Q1: 51,574 shares; 2026Q2: 60,999 shares 60,999 $11.9M 0.06% +9,425 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: 15,077 shares; 2024Q4: 15,451 shares; 2025Q1: 10,557 shares; 2025Q2: 12,541 shares; 2025Q3: 12,101 shares; 2025Q4: 16,946 shares; 2026Q1: 16,119 shares; 2026Q2: 18,385 shares 18,385 $11.7M 0.06% +2,266 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: 12,288 shares; 2024Q4: 12,923 shares; 2025Q1: 12,850 shares; 2025Q2: 15,640 shares; 2025Q3: 19,785 shares; 2025Q4: 21,013 shares; 2026Q1: 21,141 shares; 2026Q2: 22,606 shares 22,606 $11.5M 0.06% +1,465 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,423 shares; 2024Q4: 218,802 shares; 2025Q1: 190,524 shares; 2025Q2: 193,268 shares; 2025Q3: 196,627 shares; 2025Q4: 195,035 shares; 2026Q1: 200,244 shares; 2026Q2: 203,936 shares 203,936 $11.5M 0.06% +3,692 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: 49,500 shares; 2024Q4: 203,445 shares; 2025Q1: 213,422 shares; 2025Q2: 213,928 shares; 2025Q3: 407,347 shares; 2025Q4: 389,715 shares; 2026Q1: 384,289 shares; 2026Q2: 357,685 shares 357,685 $11.3M 0.06% -26,604 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 568,743 shares; 2024Q4: 486,840 shares; 2025Q1: 596,294 shares; 2025Q2: 595,791 shares; 2025Q3: 597,833 shares; 2025Q4: 691,202 shares; 2026Q1: 565,859 shares; 2026Q2: 638,779 shares 638,779 $11.3M 0.06% +72,920 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 92,709 shares; 2025Q1: 97,427 shares; 2025Q2: 88,846 shares; 2025Q3: 87,371 shares; 2025Q4: 145,854 shares; 2026Q1: 128,764 shares; 2026Q2: 120,337 shares 120,337 $11.3M 0.06% -8,427 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: 2,921 shares; 2024Q4: 3,423 shares; 2025Q1: 3,478 shares; 2025Q2: 4,195 shares; 2025Q3: 4,609 shares; 2025Q4: 5,452 shares; 2026Q1: 5,546 shares; 2026Q2: 5,611 shares 5,611 $11.2M 0.06% +65 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: 7,108 shares; 2024Q4: 5,617 shares; 2025Q1: not reported; 2025Q2: 5,567 shares; 2025Q3: 6,955 shares; 2025Q4: 13,649 shares; 2026Q1: 16,684 shares; 2026Q2: 17,263 shares 17,263 $11M 0.06% +579 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,341 shares; 2024Q4: 11,787 shares; 2025Q1: 12,177 shares; 2025Q2: 13,546 shares; 2025Q3: 25,327 shares; 2025Q4: 30,054 shares; 2026Q1: 29,615 shares; 2026Q2: 33,397 shares 33,397 $11M 0.06% +3,782 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: 3,213 shares; 2025Q4: 4,772 shares; 2026Q1: 5,475 shares; 2026Q2: 4,829 shares 4,829 $11M 0.05% -646 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: 11,572 shares; 2024Q4: 11,829 shares; 2025Q1: 12,242 shares; 2025Q2: 14,838 shares; 2025Q3: 15,960 shares; 2025Q4: 15,812 shares; 2026Q1: 17,578 shares; 2026Q2: 21,074 shares 21,074 $10.9M 0.05% +3,496 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,949 shares; 2024Q4: 15,577 shares; 2025Q1: 16,912 shares; 2025Q2: 18,564 shares; 2025Q3: 19,571 shares; 2025Q4: 21,504 shares; 2026Q1: 20,532 shares; 2026Q2: 25,680 shares 25,680 $10.9M 0.05% +5,148 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: not reported; 2024Q4: 173,088 shares; 2025Q1: 301,566 shares; 2025Q2: 256,806 shares; 2025Q3: 243,385 shares; 2025Q4: 235,569 shares; 2026Q1: 228,242 shares; 2026Q2: 220,256 shares 220,256 $10.9M 0.05% -7,986 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: 91,233 shares; 2024Q4: 354,428 shares; 2025Q1: 360,634 shares; 2025Q2: 291,873 shares; 2025Q3: 290,164 shares; 2025Q4: 253,569 shares; 2026Q1: 230,677 shares; 2026Q2: 203,162 shares 203,162 $10.9M 0.05% -27,515 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: 75,520 shares; 2024Q4: 78,132 shares; 2025Q1: 82,939 shares; 2025Q2: 87,099 shares; 2025Q3: 89,961 shares; 2025Q4: 96,151 shares; 2026Q1: 93,426 shares; 2026Q2: 106,825 shares 106,825 $10.9M 0.05% +13,399 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: 2,560 shares; 2024Q4: 3,775 shares; 2025Q1: 3,891 shares; 2025Q2: 5,369 shares; 2025Q3: 6,939 shares; 2025Q4: 9,478 shares; 2026Q1: 11,689 shares; 2026Q2: 11,139 shares 11,139 $10.7M 0.05% -550 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: 54,183 shares; 2024Q4: 65,182 shares; 2025Q1: 84,943 shares; 2025Q2: 89,739 shares; 2025Q3: 97,110 shares; 2025Q4: 97,526 shares; 2026Q1: 107,975 shares; 2026Q2: 112,262 shares 112,262 $10.7M 0.05% +4,287 Timeline BSCS 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 968,703 shares; 2026Q1: 930,658 shares; 2026Q2: 525,021 shares 525,021 $10.7M 0.05% -405,637 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 452,125 shares; 2025Q1: 351,651 shares; 2025Q2: 239,115 shares; 2025Q3: 224,073 shares; 2025Q4: 204,800 shares; 2026Q1: 201,093 shares; 2026Q2: 199,961 shares 199,961 $10.7M 0.05% -1,132 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: 109,697 shares; 2024Q4: 111,393 shares; 2025Q1: 104,166 shares; 2025Q2: 108,867 shares; 2025Q3: 108,486 shares; 2025Q4: 129,505 shares; 2026Q1: 117,953 shares; 2026Q2: 110,593 shares 110,593 $10.6M 0.05% -7,360 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: 86,094 shares; 2024Q4: 186,808 shares; 2025Q1: 249,224 shares; 2025Q2: 266,446 shares; 2025Q3: 313,721 shares; 2025Q4: 384,221 shares; 2026Q1: 385,679 shares; 2026Q2: 382,030 shares 382,030 $10.6M 0.05% -3,649 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: 171,743 shares; 2024Q4: 177,858 shares; 2025Q1: 179,404 shares; 2025Q2: 199,905 shares; 2025Q3: 230,110 shares; 2025Q4: 230,285 shares; 2026Q1: 317,325 shares; 2026Q2: 330,455 shares 330,455 $10.6M 0.05% +13,130 Timeline BSCW 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 943,805 shares; 2026Q1: 906,090 shares; 2026Q2: 512,884 shares 512,884 $10.5M 0.05% -393,206 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: 33,866 shares; 2024Q4: 37,181 shares; 2025Q1: 40,261 shares; 2025Q2: 42,973 shares; 2025Q3: 46,117 shares; 2025Q4: 47,515 shares; 2026Q1: 46,582 shares; 2026Q2: 47,504 shares 47,504 $10.5M 0.05% +922 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: 247,992 shares; 2024Q4: 381,619 shares; 2025Q1: 377,746 shares; 2025Q2: 403,893 shares; 2025Q3: 444,070 shares; 2025Q4: 473,089 shares; 2026Q1: 511,590 shares; 2026Q2: 502,093 shares 502,093 $10.4M 0.05% -9,497 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: 142,955 shares; 2024Q4: 151,700 shares; 2025Q1: 146,132 shares; 2025Q2: 153,451 shares; 2025Q3: 160,205 shares; 2025Q4: 153,138 shares; 2026Q1: 168,316 shares; 2026Q2: 179,874 shares 179,874 $10.4M 0.05% +11,558 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,355 shares; 2024Q4: 1,688 shares; 2025Q1: 2,253 shares; 2025Q2: 3,029 shares; 2025Q3: 3,676 shares; 2025Q4: 16,647 shares; 2026Q1: 20,058 shares; 2026Q2: 24,540 shares 24,540 $10.2M 0.05% +4,482 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,417,142 shares; 2024Q4: 2,081,965 shares; 2025Q1: 1,370,598 shares; 2025Q2: 1,366,989 shares; 2025Q3: 1,354,424 shares; 2025Q4: 1,368,968 shares; 2026Q1: 1,339,607 shares; 2026Q2: 1,327,331 shares 1,327,331 $10.2M 0.05% -12,276 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,727 shares; 2024Q4: 3,417 shares; 2025Q1: 17,546 shares; 2025Q2: 27,905 shares; 2025Q3: 31,404 shares; 2025Q4: 33,117 shares; 2026Q1: 34,671 shares; 2026Q2: 39,598 shares 39,598 $10.1M 0.05% +4,927 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 207,758 shares; 2024Q4: 419,022 shares; 2025Q1: 423,335 shares; 2025Q2: 278,228 shares; 2025Q3: 297,937 shares; 2025Q4: 296,514 shares; 2026Q1: 297,745 shares; 2026Q2: 276,893 shares 276,893 $10M 0.05% -20,852 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: 34,225 shares; 2024Q4: 122,229 shares; 2025Q1: 409,447 shares; 2025Q2: 392,598 shares; 2025Q3: 384,821 shares; 2025Q4: 346,678 shares; 2026Q1: 112,620 shares; 2026Q2: 103,610 shares 103,610 $9.99M 0.05% -9,010 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,900 shares; 2024Q4: 149,009 shares; 2025Q1: 146,276 shares; 2025Q2: 144,935 shares; 2025Q3: 145,962 shares; 2025Q4: 150,519 shares; 2026Q1: 153,460 shares; 2026Q2: 139,129 shares 139,129 $9.95M 0.05% -14,331 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,166 shares; 2024Q4: 8,495 shares; 2025Q1: 8,955 shares; 2025Q2: 9,954 shares; 2025Q3: 10,629 shares; 2025Q4: 11,959 shares; 2026Q1: 11,514 shares; 2026Q2: 13,097 shares 13,097 $9.92M 0.05% +1,583 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: 42,263 shares; 2024Q4: 75,720 shares; 2025Q1: 74,420 shares; 2025Q2: 85,850 shares; 2025Q3: 114,851 shares; 2025Q4: 118,851 shares; 2026Q1: 130,297 shares; 2026Q2: 137,847 shares 137,847 $9.92M 0.05% +7,550 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: 100,504 shares; 2024Q4: 98,316 shares; 2025Q1: 104,127 shares; 2025Q2: 102,647 shares; 2025Q3: 97,923 shares; 2025Q4: 99,033 shares; 2026Q1: 122,649 shares; 2026Q2: 117,596 shares 117,596 $9.85M 0.05% -5,053 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,600 shares; 2024Q4: 131,955 shares; 2025Q1: 172,295 shares; 2025Q2: 178,722 shares; 2025Q3: 189,835 shares; 2025Q4: 162,830 shares; 2026Q1: 164,385 shares; 2026Q2: 162,867 shares 162,867 $9.84M 0.05% -1,518 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: 557,027 shares; 2024Q4: 607,675 shares; 2025Q1: 128,010 shares; 2025Q2: 106,911 shares; 2025Q3: 100,264 shares; 2025Q4: 116,610 shares; 2026Q1: 113,506 shares; 2026Q2: 117,862 shares 117,862 $9.76M 0.05% +4,356 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,896 shares; 2024Q4: 15,136 shares; 2025Q1: 222 shares; 2025Q2: 236 shares; 2025Q3: not reported; 2025Q4: 1,514 shares; 2026Q1: 22,085 shares; 2026Q2: 22,005 shares 22,005 $9.63M 0.05% -80 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: 139,869 shares; 2024Q4: 132,545 shares; 2025Q1: 128,399 shares; 2025Q2: 126,060 shares; 2025Q3: 120,292 shares; 2025Q4: 112,047 shares; 2026Q1: 108,637 shares; 2026Q2: 97,798 shares 97,798 $9.35M 0.05% -10,839 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: 13,738 shares; 2024Q4: 15,157 shares; 2025Q1: 16,016 shares; 2025Q2: 18,477 shares; 2025Q3: 19,476 shares; 2025Q4: 19,787 shares; 2026Q1: 19,330 shares; 2026Q2: 22,144 shares 22,144 $9.21M 0.05% +2,814 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: 50,613 shares; 2024Q4: 52,087 shares; 2025Q1: 51,803 shares; 2025Q2: 50,281 shares; 2025Q3: 58,187 shares; 2025Q4: 67,822 shares; 2026Q1: 65,114 shares; 2026Q2: 63,485 shares 63,485 $9.18M 0.05% -1,629 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,007 shares; 2024Q4: 143,871 shares; 2025Q1: 148,717 shares; 2025Q2: 169,445 shares; 2025Q3: 170,987 shares; 2025Q4: 176,605 shares; 2026Q1: 172,670 shares; 2026Q2: 182,934 shares 182,934 $9.14M 0.05% +10,264 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,136 shares; 2024Q4: 17,562 shares; 2025Q1: 18,669 shares; 2025Q2: 19,252 shares; 2025Q3: 20,327 shares; 2025Q4: 22,090 shares; 2026Q1: 23,721 shares; 2026Q2: 33,697 shares 33,697 $9.12M 0.05% +9,976 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,311 shares; 2024Q4: 65,598 shares; 2025Q1: 63,929 shares; 2025Q2: 68,858 shares; 2025Q3: 73,715 shares; 2025Q4: 84,872 shares; 2026Q1: 98,165 shares; 2026Q2: 111,961 shares 111,961 $9.11M 0.05% +13,796 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,610 shares; 2024Q4: 102,127 shares; 2025Q1: 109,855 shares; 2025Q2: 118,434 shares; 2025Q3: 124,096 shares; 2025Q4: 132,275 shares; 2026Q1: 36,956 shares; 2026Q2: 32,401 shares 32,401 $9.11M 0.05% -4,555 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: 21,347 shares; 2024Q4: 23,937 shares; 2025Q1: 21,182 shares; 2025Q2: 22,344 shares; 2025Q3: 24,543 shares; 2025Q4: 27,280 shares; 2026Q1: 27,279 shares; 2026Q2: 26,597 shares 26,597 $9.06M 0.05% -682 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,286 shares; 2024Q4: 6,518 shares; 2025Q1: 6,086 shares; 2025Q2: 6,157 shares; 2025Q3: 6,149 shares; 2025Q4: 6,321 shares; 2026Q1: 6,597 shares; 2026Q2: 6,803 shares 6,803 $9.06M 0.05% +206 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: 28,978 shares; 2024Q4: 43,169 shares; 2025Q1: 74,136 shares; 2025Q2: 74,785 shares; 2025Q3: 74,843 shares; 2025Q4: 77,766 shares; 2026Q1: 73,615 shares; 2026Q2: 75,576 shares 75,576 $8.94M 0.04% +1,961 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: 47,836 shares; 2024Q4: 64,070 shares; 2025Q1: 61,502 shares; 2025Q2: 48,410 shares; 2025Q3: 53,411 shares; 2025Q4: 57,419 shares; 2026Q1: 55,816 shares; 2026Q2: 56,752 shares 56,752 $8.87M 0.04% +936 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,604 shares; 2024Q4: 27,066 shares; 2025Q1: 29,831 shares; 2025Q2: 33,399 shares; 2025Q3: 35,304 shares; 2025Q4: 39,385 shares; 2026Q1: 37,905 shares; 2026Q2: 44,405 shares 44,405 $8.78M 0.04% +6,500 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: 18,782 shares; 2024Q4: 22,556 shares; 2025Q1: 26,893 shares; 2025Q2: 33,583 shares; 2025Q3: 38,043 shares; 2025Q4: 44,585 shares; 2026Q1: 46,242 shares; 2026Q2: 48,655 shares 48,655 $8.58M 0.04% +2,413 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: 21,552 shares; 2024Q4: 20,261 shares; 2025Q1: 26,306 shares; 2025Q2: 26,563 shares; 2025Q3: 23,474 shares; 2025Q4: 24,189 shares; 2026Q1: 21,434 shares; 2026Q2: 45,424 shares 45,424 $8.56M 0.04% +23,990 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: 18,080 shares; 2024Q4: 18,615 shares; 2025Q1: 66,953 shares; 2025Q2: 68,411 shares; 2025Q3: 70,043 shares; 2025Q4: 84,535 shares; 2026Q1: 83,435 shares; 2026Q2: 82,180 shares 82,180 $8.54M 0.04% -1,255 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: 12,431 shares; 2024Q4: 13,242 shares; 2025Q1: 15,218 shares; 2025Q2: 15,813 shares; 2025Q3: 16,368 shares; 2025Q4: 19,829 shares; 2026Q1: 20,409 shares; 2026Q2: 21,450 shares 21,450 $8.52M 0.04% +1,041 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: 15,072 shares; 2024Q4: 15,398 shares; 2025Q1: 17,003 shares; 2025Q2: 18,249 shares; 2025Q3: 19,930 shares; 2025Q4: 24,611 shares; 2026Q1: 27,113 shares; 2026Q2: 28,530 shares 28,530 $8.5M 0.04% +1,417 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: 12,288 shares; 2024Q4: 12,890 shares; 2025Q1: 13,931 shares; 2025Q2: 14,373 shares; 2025Q3: 13,980 shares; 2025Q4: 13,596 shares; 2026Q1: 14,898 shares; 2026Q2: 16,729 shares 16,729 $8.31M 0.04% +1,831 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: 20,113 shares; 2024Q4: 14,020 shares; 2025Q1: 14,938 shares; 2025Q2: 16,027 shares; 2025Q3: 17,698 shares; 2025Q4: 19,848 shares; 2026Q1: 19,176 shares; 2026Q2: 21,878 shares 21,878 $8.28M 0.04% +2,702 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,755 shares; 2025Q2: 72,768 shares; 2025Q3: 76,106 shares; 2025Q4: 77,658 shares; 2026Q1: 78,766 shares; 2026Q2: 68,179 shares 68,179 $8.2M 0.04% -10,587 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: 27,150 shares; 2025Q1: 27,450 shares; 2025Q2: 33,514 shares; 2025Q3: 36,277 shares; 2025Q4: 41,194 shares; 2026Q1: 48,547 shares; 2026Q2: 48,079 shares 48,079 $8.17M 0.04% -468 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: 93,157 shares; 2024Q4: 93,157 shares; 2025Q1: 91,265 shares; 2025Q2: 91,265 shares; 2025Q3: 91,265 shares; 2025Q4: 91,265 shares; 2026Q1: 91,265 shares; 2026Q2: 91,265 shares 91,265 $8.14M 0.04% 0 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: 14,098 shares; 2024Q4: 29,156 shares; 2025Q1: 34,669 shares; 2025Q2: 28,807 shares; 2025Q3: 28,631 shares; 2025Q4: 29,161 shares; 2026Q1: 27,537 shares; 2026Q2: 26,593 shares 26,593 $8.06M 0.04% -944 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: 1,268 shares; 2024Q4: 1,149 shares; 2025Q1: not reported; 2025Q2: 2,067 shares; 2025Q3: 13,982 shares; 2025Q4: 17,797 shares; 2026Q1: 18,112 shares; 2026Q2: 23,336 shares 23,336 $8.06M 0.04% +5,224 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: 6,302 shares; 2024Q4: 6,119 shares; 2025Q1: 5,658 shares; 2025Q2: 7,059 shares; 2025Q3: 7,401 shares; 2025Q4: 9,104 shares; 2026Q1: 11,009 shares; 2026Q2: 10,533 shares 10,533 $8.04M 0.04% -476 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: 422,143 shares; 2024Q4: 278,079 shares; 2025Q1: 356,705 shares; 2025Q2: 336,033 shares; 2025Q3: 335,338 shares; 2025Q4: 338,836 shares; 2026Q1: 354,125 shares; 2026Q2: 332,178 shares 332,178 $8M 0.04% -21,947 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: 3,278 shares; 2024Q4: 7,584 shares; 2025Q1: 8,150 shares; 2025Q2: 8,105 shares; 2025Q3: 9,174 shares; 2025Q4: 11,405 shares; 2026Q1: 10,977 shares; 2026Q2: 66,744 shares 66,744 $7.98M 0.04% +55,767 Timeline STUB STUBHUB HLDGS INC More: the full row for STUBHUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 617,968 shares 617,968 $7.95M 0.04% new 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: 11,062 shares; 2024Q4: 708,920 shares; 2025Q1: 529,642 shares; 2025Q2: 239,624 shares; 2025Q3: 213,555 shares; 2025Q4: 138,470 shares; 2026Q1: 112,706 shares; 2026Q2: 108,164 shares 108,164 $7.94M 0.04% -4,542 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: 16,206 shares; 2024Q4: 13,003 shares; 2025Q1: 22,628 shares; 2025Q2: 24,859 shares; 2025Q3: 50,629 shares; 2025Q4: 58,448 shares; 2026Q1: 51,543 shares; 2026Q2: 50,029 shares 50,029 $7.91M 0.04% -1,514 Timeline CMPR CIMPRESS PLC More: the full row for CIMPRESS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,552 shares; 2024Q4: 100,087 shares; 2025Q1: 82,442 shares; 2025Q2: 82,461 shares; 2025Q3: 74,114 shares; 2025Q4: 73,010 shares; 2026Q1: 76,579 shares; 2026Q2: 76,528 shares 76,528 $7.78M 0.04% -51 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,686 shares; 2024Q4: 54,211 shares; 2025Q1: 59,161 shares; 2025Q2: 62,292 shares; 2025Q3: 67,068 shares; 2025Q4: 75,274 shares; 2026Q1: 67,678 shares; 2026Q2: 77,150 shares 77,150 $7.69M 0.04% +9,472 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 220,238 shares; 2025Q1: 171,743 shares; 2025Q2: 114,917 shares; 2025Q3: 108,597 shares; 2025Q4: 103,111 shares; 2026Q1: 101,591 shares; 2026Q2: 101,327 shares 101,327 $7.59M 0.04% -264 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: 42,242 shares; 2024Q4: 45,690 shares; 2025Q1: 56,205 shares; 2025Q2: 75,603 shares; 2025Q3: 78,367 shares; 2025Q4: 136,798 shares; 2026Q1: 136,576 shares; 2026Q2: 141,274 shares 141,274 $7.5M 0.04% +4,698 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: 6,163 shares; 2024Q4: 7,762 shares; 2025Q1: 7,751 shares; 2025Q2: 10,394 shares; 2025Q3: 13,647 shares; 2025Q4: 17,355 shares; 2026Q1: 21,345 shares; 2026Q2: 22,258 shares 22,258 $7.45M 0.04% +913 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: 89,268 shares; 2024Q4: 94,571 shares; 2025Q1: 100,191 shares; 2025Q2: 14,631 shares; 2025Q3: 14,878 shares; 2025Q4: 15,344 shares; 2026Q1: 15,810 shares; 2026Q2: 14,810 shares 14,810 $7.43M 0.04% -1,000 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,232 shares; 2024Q4: 52,759 shares; 2025Q1: 49,750 shares; 2025Q2: 51,595 shares; 2025Q3: 53,698 shares; 2025Q4: 55,851 shares; 2026Q1: 62,785 shares; 2026Q2: 67,535 shares 67,535 $7.41M 0.04% +4,750 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,742 shares; 2024Q4: 93,618 shares; 2025Q1: 65,000 shares; 2025Q2: 43,102 shares; 2025Q3: 44,611 shares; 2025Q4: 47,152 shares; 2026Q1: 50,178 shares; 2026Q2: 58,662 shares 58,662 $7.41M 0.04% +8,484 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: not reported; 2024Q4: 6,429 shares; 2025Q1: 7,445 shares; 2025Q2: 12,430 shares; 2025Q3: 15,039 shares; 2025Q4: 16,577 shares; 2026Q1: 16,372 shares; 2026Q2: 21,658 shares 21,658 $7.4M 0.04% +5,286 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,471 shares; 2024Q4: 1,445 shares; 2025Q1: 16,702 shares; 2025Q2: 17,407 shares; 2025Q3: 17,382 shares; 2025Q4: 18,450 shares; 2026Q1: 19,215 shares; 2026Q2: 19,624 shares 19,624 $7.36M 0.04% +409 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: 25,430 shares; 2024Q4: 92,168 shares; 2025Q1: 32,294 shares; 2025Q2: 37,159 shares; 2025Q3: 200,446 shares; 2025Q4: 193,982 shares; 2026Q1: 208,705 shares; 2026Q2: 144,042 shares 144,042 $7.3M 0.04% -64,663 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,594 shares; 2024Q4: 7,008 shares; 2025Q1: 8,696 shares; 2025Q2: 8,988 shares; 2025Q3: 9,017 shares; 2025Q4: 9,542 shares; 2026Q1: 9,710 shares; 2026Q2: 9,530 shares 9,530 $7.2M 0.04% -180 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: 20,589 shares; 2024Q4: 22,100 shares; 2025Q1: 49,694 shares; 2025Q2: 50,743 shares; 2025Q3: 47,604 shares; 2025Q4: 141,484 shares; 2026Q1: 163,843 shares; 2026Q2: 57,667 shares 57,667 $7.18M 0.04% -106,176 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,709 shares; 2024Q4: 19,650 shares; 2025Q1: 21,030 shares; 2025Q2: 22,052 shares; 2025Q3: 23,343 shares; 2025Q4: 26,702 shares; 2026Q1: 27,030 shares; 2026Q2: 33,797 shares 33,797 $7.16M 0.04% +6,767 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: 28,436 shares; 2024Q4: 35,755 shares; 2025Q1: 35,828 shares; 2025Q2: 37,108 shares; 2025Q3: 45,819 shares; 2025Q4: 47,962 shares; 2026Q1: 54,765 shares; 2026Q2: 56,447 shares 56,447 $7.15M 0.04% +1,682 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: 47,086 shares; 2024Q4: 62,432 shares; 2025Q1: 50,841 shares; 2025Q2: 60,992 shares; 2025Q3: 61,377 shares; 2025Q4: 71,883 shares; 2026Q1: 77,485 shares; 2026Q2: 73,945 shares 73,945 $7.11M 0.04% -3,540 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: not reported; 2024Q4: not reported; 2025Q1: 112,528 shares; 2025Q2: 112,806 shares; 2025Q3: 112,965 shares; 2025Q4: 113,674 shares; 2026Q1: 112,992 shares; 2026Q2: 115,120 shares 115,120 $7.1M 0.04% +2,128 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,229 shares; 2024Q4: 10,672 shares; 2025Q1: 11,309 shares; 2025Q2: 11,873 shares; 2025Q3: 12,393 shares; 2025Q4: 12,424 shares; 2026Q1: 10,326 shares; 2026Q2: 12,292 shares 12,292 $7.09M 0.04% +1,966 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: 17,148 shares; 2024Q4: 18,218 shares; 2025Q1: 18,975 shares; 2025Q2: 20,401 shares; 2025Q3: 21,843 shares; 2025Q4: 25,224 shares; 2026Q1: 24,887 shares; 2026Q2: 27,186 shares 27,186 $7.08M 0.04% +2,299 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,767 shares; 2024Q4: 77,658 shares; 2025Q1: 90,296 shares; 2025Q2: 96,505 shares; 2025Q3: 97,944 shares; 2025Q4: 96,580 shares; 2026Q1: 108,541 shares; 2026Q2: 140,856 shares 140,856 $7.02M 0.04% +32,315 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66,473 shares; 2025Q2: 79,479 shares; 2025Q3: 162,052 shares; 2025Q4: 151,333 shares; 2026Q1: 151,398 shares; 2026Q2: 150,199 shares 150,199 $7M 0.03% -1,199 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 219,681 shares; 2024Q4: 246,631 shares; 2025Q1: 209,274 shares; 2025Q2: 206,249 shares; 2025Q3: 201,173 shares; 2025Q4: 201,231 shares; 2026Q1: 198,546 shares; 2026Q2: 198,536 shares 198,536 $6.9M 0.03% -10 Timeline FMB 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: 354,595 shares; 2024Q4: 312,772 shares; 2025Q1: 253,818 shares; 2025Q2: 227,364 shares; 2025Q3: 163,065 shares; 2025Q4: 155,328 shares; 2026Q1: 141,120 shares; 2026Q2: 134,195 shares 134,195 $6.89M 0.03% -6,925 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,569 shares; 2024Q4: 67,118 shares; 2025Q1: 69,770 shares; 2025Q2: 74,084 shares; 2025Q3: 77,840 shares; 2025Q4: 92,241 shares; 2026Q1: 89,414 shares; 2026Q2: 99,262 shares 99,262 $6.87M 0.03% +9,848 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 83,626 shares; 2025Q1: 75,012 shares; 2025Q2: 77,037 shares; 2025Q3: 79,558 shares; 2025Q4: 81,723 shares; 2026Q1: 69,884 shares; 2026Q2: 77,572 shares 77,572 $6.85M 0.03% +7,688 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: 2,231 shares; 2024Q4: 2,754 shares; 2025Q1: 12,591 shares; 2025Q2: 11,452 shares; 2025Q3: 11,674 shares; 2025Q4: 16,028 shares; 2026Q1: 15,913 shares; 2026Q2: 15,860 shares 15,860 $6.76M 0.03% -53 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: 50,862 shares; 2024Q4: 52,724 shares; 2025Q1: 57,171 shares; 2025Q2: 66,780 shares; 2025Q3: 69,985 shares; 2025Q4: 78,097 shares; 2026Q1: 73,223 shares; 2026Q2: 85,621 shares 85,621 $6.75M 0.03% +12,398 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,863 shares; 2024Q4: 137,156 shares; 2025Q1: 134,570 shares; 2025Q2: 125,030 shares; 2025Q3: 269,530 shares; 2025Q4: 236,606 shares; 2026Q1: 213,112 shares; 2026Q2: 192,518 shares 192,518 $6.74M 0.03% -20,594 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,548 shares; 2024Q4: 238,637 shares; 2025Q1: 185,777 shares; 2025Q2: 217,018 shares; 2025Q3: 207,826 shares; 2025Q4: 215,243 shares; 2026Q1: 208,550 shares; 2026Q2: 301,362 shares 301,362 $6.74M 0.03% +92,812 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,314 shares; 2024Q4: 16,147 shares; 2025Q1: 22,869 shares; 2025Q2: 24,775 shares; 2025Q3: 24,509 shares; 2025Q4: 29,860 shares; 2026Q1: 29,859 shares; 2026Q2: 21,053 shares 21,053 $6.69M 0.03% -8,806 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,551 shares; 2024Q4: 236,155 shares; 2025Q1: 152,187 shares; 2025Q2: 68,458 shares; 2025Q3: 57,649 shares; 2025Q4: 47,601 shares; 2026Q1: 44,160 shares; 2026Q2: 43,099 shares 43,099 $6.65M 0.03% -1,061 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: 28,296 shares; 2024Q4: 29,532 shares; 2025Q1: 30,883 shares; 2025Q2: 30,105 shares; 2025Q3: 30,676 shares; 2025Q4: 36,616 shares; 2026Q1: 37,182 shares; 2026Q2: 39,247 shares 39,247 $6.63M 0.03% +2,065 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,016 shares; 2024Q4: 7,239 shares; 2025Q1: 7,665 shares; 2025Q2: 8,915 shares; 2025Q3: 10,628 shares; 2025Q4: 10,838 shares; 2026Q1: 12,489 shares; 2026Q2: 14,866 shares 14,866 $6.63M 0.03% +2,377 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: 8,009 shares; 2024Q4: 8,718 shares; 2025Q1: 11,361 shares; 2025Q2: 12,130 shares; 2025Q3: 12,760 shares; 2025Q4: 16,874 shares; 2026Q1: 17,770 shares; 2026Q2: 27,857 shares 27,857 $6.63M 0.03% +10,087 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,383 shares; 2024Q4: 4,995 shares; 2025Q1: 4,178 shares; 2025Q2: 4,322 shares; 2025Q3: 4,424 shares; 2025Q4: 6,976 shares; 2026Q1: 5,728 shares; 2026Q2: 33,554 shares 33,554 $6.61M 0.03% +27,826 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,472 shares; 2024Q4: 68,756 shares; 2025Q1: 66,934 shares; 2025Q2: 58,668 shares; 2025Q3: 54,998 shares; 2025Q4: 54,521 shares; 2026Q1: 62,741 shares; 2026Q2: 63,098 shares 63,098 $6.56M 0.03% +357 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,504 shares; 2024Q4: 1,413 shares; 2025Q1: 1,431 shares; 2025Q2: 1,691 shares; 2025Q3: 2,124 shares; 2025Q4: 3,117 shares; 2026Q1: 2,900 shares; 2026Q2: 3,302 shares 3,302 $6.54M 0.03% +402 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: 20,846 shares; 2024Q4: 23,304 shares; 2025Q1: 23,911 shares; 2025Q2: 22,763 shares; 2025Q3: 25,299 shares; 2025Q4: 24,883 shares; 2026Q1: 26,542 shares; 2026Q2: 26,936 shares 26,936 $6.53M 0.03% +394 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,062 shares; 2025Q2: 75,281 shares; 2025Q3: 70,408 shares; 2025Q4: 72,356 shares; 2026Q1: 68,475 shares; 2026Q2: 67,052 shares 67,052 $6.47M 0.03% -1,423 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,380 shares; 2024Q4: 113,797 shares; 2025Q1: 132,752 shares; 2025Q2: 133,293 shares; 2025Q3: 135,948 shares; 2025Q4: 137,944 shares; 2026Q1: 169,700 shares; 2026Q2: 190,940 shares 190,940 $6.47M 0.03% +21,240 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,234 shares; 2024Q4: 33,898 shares; 2025Q1: 35,004 shares; 2025Q2: 38,412 shares; 2025Q3: 42,568 shares; 2025Q4: 41,570 shares; 2026Q1: 42,237 shares; 2026Q2: 48,278 shares 48,278 $6.41M 0.03% +6,041 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: 16,269 shares; 2024Q4: 18,196 shares; 2025Q1: 26,640 shares; 2025Q2: 30,242 shares; 2025Q3: 30,515 shares; 2025Q4: 30,214 shares; 2026Q1: 33,745 shares; 2026Q2: 35,551 shares 35,551 $6.38M 0.03% +1,806 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,148 shares; 2024Q4: 18,826 shares; 2025Q1: 20,758 shares; 2025Q2: 22,155 shares; 2025Q3: 23,779 shares; 2025Q4: 27,359 shares; 2026Q1: 27,981 shares; 2026Q2: 30,305 shares 30,305 $6.38M 0.03% +2,324 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,112 shares; 2024Q4: 75,253 shares; 2025Q1: 75,065 shares; 2025Q2: 81,182 shares; 2025Q3: 79,513 shares; 2025Q4: 81,161 shares; 2026Q1: 80,351 shares; 2026Q2: 80,753 shares 80,753 $6.38M 0.03% +402 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,665 shares; 2024Q4: 5,804 shares; 2025Q1: 6,717 shares; 2025Q2: 6,880 shares; 2025Q3: 7,517 shares; 2025Q4: 8,952 shares; 2026Q1: 6,625 shares; 2026Q2: 16,432 shares 16,432 $6.35M 0.03% +9,807 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM 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: 193,279 shares; 2025Q4: 193,482 shares; 2026Q1: 197,198 shares; 2026Q2: 198,018 shares 198,018 $6.31M 0.03% +820 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,821 shares; 2024Q4: 68,420 shares; 2025Q1: 77,029 shares; 2025Q2: 84,190 shares; 2025Q3: 85,512 shares; 2025Q4: 88,719 shares; 2026Q1: 87,791 shares; 2026Q2: 86,940 shares 86,940 $6.31M 0.03% -851 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: 3,538 shares; 2024Q4: 4,976 shares; 2025Q1: 4,701 shares; 2025Q2: 6,706 shares; 2025Q3: 7,425 shares; 2025Q4: 8,492 shares; 2026Q1: 10,607 shares; 2026Q2: 16,776 shares 16,776 $6.3M 0.03% +6,169 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,392 shares; 2024Q4: 25,286 shares; 2025Q1: 25,535 shares; 2025Q2: 30,273 shares; 2025Q3: 33,321 shares; 2025Q4: 54,339 shares; 2026Q1: 64,773 shares; 2026Q2: 67,984 shares 67,984 $6.23M 0.03% +3,211 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 335,128 shares; 2025Q4: 256,135 shares; 2026Q1: 201,543 shares; 2026Q2: 156,816 shares 156,816 $6.2M 0.03% -44,727 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,680 shares; 2024Q4: 47,841 shares; 2025Q1: 49,942 shares; 2025Q2: 58,567 shares; 2025Q3: 64,721 shares; 2025Q4: 70,715 shares; 2026Q1: 59,764 shares; 2026Q2: 67,439 shares 67,439 $6.19M 0.03% +7,675 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: 27,119 shares; 2024Q4: 27,642 shares; 2025Q1: 32,777 shares; 2025Q2: 37,963 shares; 2025Q3: 41,795 shares; 2025Q4: 41,635 shares; 2026Q1: 42,951 shares; 2026Q2: 38,971 shares 38,971 $6.11M 0.03% -3,980 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: 11,184 shares; 2024Q4: 17,891 shares; 2025Q1: 76,640 shares; 2025Q2: 77,037 shares; 2025Q3: 76,881 shares; 2025Q4: 81,290 shares; 2026Q1: 80,309 shares; 2026Q2: 80,631 shares 80,631 $6.09M 0.03% +322 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: 100,573 shares; 2024Q4: 41,722 shares; 2025Q1: 98,522 shares; 2025Q2: 88,471 shares; 2025Q3: 84,579 shares; 2025Q4: 60,812 shares; 2026Q1: 56,116 shares; 2026Q2: 56,624 shares 56,624 $6.09M 0.03% +508 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: 13,519 shares; 2024Q4: 14,277 shares; 2025Q1: 15,406 shares; 2025Q2: 16,432 shares; 2025Q3: 17,603 shares; 2025Q4: 19,661 shares; 2026Q1: 20,972 shares; 2026Q2: 24,717 shares 24,717 $6.09M 0.03% +3,745 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,762 shares; 2024Q4: 8,472 shares; 2025Q1: 8,864 shares; 2025Q2: 17,371 shares; 2025Q3: 17,885 shares; 2025Q4: 16,602 shares; 2026Q1: 18,731 shares; 2026Q2: 18,914 shares 18,914 $6.02M 0.03% +183 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: 9,438 shares; 2024Q4: 7,320 shares; 2025Q1: 74,490 shares; 2025Q2: 115,151 shares; 2025Q3: 94,087 shares; 2025Q4: 79,766 shares; 2026Q1: 79,181 shares; 2026Q2: 78,940 shares 78,940 $5.98M 0.03% -241 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD 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: 1,735 shares; 2025Q4: 2,672 shares; 2026Q1: 1,921 shares; 2026Q2: 24,910 shares 24,910 $5.93M 0.03% +22,989 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,667 shares; 2024Q4: 96,846 shares; 2025Q1: 101,583 shares; 2025Q2: 127,674 shares; 2025Q3: 132,914 shares; 2025Q4: 138,624 shares; 2026Q1: 141,149 shares; 2026Q2: 130,999 shares 130,999 $5.91M 0.03% -10,150 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,950 shares; 2024Q4: 4,736 shares; 2025Q1: 6,018 shares; 2025Q2: 8,200 shares; 2025Q3: 9,009 shares; 2025Q4: 14,190 shares; 2026Q1: 15,108 shares; 2026Q2: 21,778 shares 21,778 $5.86M 0.03% +6,670 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,721 shares; 2024Q4: 13,063 shares; 2025Q1: 13,270 shares; 2025Q2: 13,304 shares; 2025Q3: 13,159 shares; 2025Q4: 15,202 shares; 2026Q1: 15,907 shares; 2026Q2: 17,646 shares 17,646 $5.85M 0.03% +1,739 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 752 shares; 2024Q4: 905 shares; 2025Q1: 877 shares; 2025Q2: 1,052 shares; 2025Q3: 1,063 shares; 2025Q4: 1,290 shares; 2026Q1: 1,317 shares; 2026Q2: 32,786 shares 32,786 $5.84M 0.03% +31,469 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: 15,361 shares; 2024Q4: 16,554 shares; 2025Q1: 17,153 shares; 2025Q2: 17,182 shares; 2025Q3: 16,360 shares; 2025Q4: 21,523 shares; 2026Q1: 21,203 shares; 2026Q2: 22,789 shares 22,789 $5.83M 0.03% +1,586 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,020 shares; 2024Q4: 8,554 shares; 2025Q1: 7,569 shares; 2025Q2: 13,404 shares; 2025Q3: 14,081 shares; 2025Q4: 58,147 shares; 2026Q1: 61,809 shares; 2026Q2: 62,622 shares 62,622 $5.81M 0.03% +813 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: 47,708 shares; 2024Q4: 41,157 shares; 2025Q1: 44,905 shares; 2025Q2: 47,730 shares; 2025Q3: 44,569 shares; 2025Q4: 75,546 shares; 2026Q1: 54,113 shares; 2026Q2: 55,759 shares 55,759 $5.77M 0.03% +1,646 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: 9,151 shares; 2024Q4: 9,996 shares; 2025Q1: 10,569 shares; 2025Q2: 11,196 shares; 2025Q3: 11,609 shares; 2025Q4: 26,189 shares; 2026Q1: 27,139 shares; 2026Q2: 26,009 shares 26,009 $5.74M 0.03% -1,130 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,384 shares; 2025Q2: 8,393 shares; 2025Q3: 8,442 shares; 2025Q4: 8,698 shares; 2026Q1: 8,883 shares; 2026Q2: 8,994 shares 8,994 $5.73M 0.03% +111 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: 12,873 shares; 2024Q4: 9,530 shares; 2025Q1: 27,597 shares; 2025Q2: 28,645 shares; 2025Q3: 27,337 shares; 2025Q4: 26,792 shares; 2026Q1: 24,575 shares; 2026Q2: 24,950 shares 24,950 $5.67M 0.03% +375 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: 34,588 shares; 2024Q4: 34,878 shares; 2025Q1: 33,886 shares; 2025Q2: 35,046 shares; 2025Q3: 31,664 shares; 2025Q4: 32,474 shares; 2026Q1: 32,403 shares; 2026Q2: 32,528 shares 32,528 $5.64M 0.03% +125 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,240 shares; 2024Q4: 54,815 shares; 2025Q1: 55,785 shares; 2025Q2: 56,756 shares; 2025Q3: 61,429 shares; 2025Q4: 61,723 shares; 2026Q1: 59,204 shares; 2026Q2: 59,033 shares 59,033 $5.61M 0.03% -171 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,053 shares; 2024Q4: 12,009 shares; 2025Q1: 13,441 shares; 2025Q2: 13,679 shares; 2025Q3: 12,491 shares; 2025Q4: 15,564 shares; 2026Q1: 15,505 shares; 2026Q2: 15,007 shares 15,007 $5.56M 0.03% -498 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: 2,996 shares; 2024Q4: 4,149 shares; 2025Q1: 3,979 shares; 2025Q2: 4,028 shares; 2025Q3: 4,723 shares; 2025Q4: 6,398 shares; 2026Q1: 6,487 shares; 2026Q2: 7,783 shares 7,783 $5.55M 0.03% +1,296 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: 220,210 shares; 2024Q4: 204,547 shares; 2025Q1: 182,411 shares; 2025Q2: 23,856 shares; 2025Q3: 24,680 shares; 2025Q4: 31,276 shares; 2026Q1: 32,320 shares; 2026Q2: 37,970 shares 37,970 $5.55M 0.03% +5,650 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: 29,969 shares; 2024Q4: 34,040 shares; 2025Q1: 115,866 shares; 2025Q2: 72,999 shares; 2025Q3: 96,532 shares; 2025Q4: 158,598 shares; 2026Q1: 150,091 shares; 2026Q2: 108,040 shares 108,040 $5.46M 0.03% -42,051 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: 28,122 shares; 2024Q4: 52,732 shares; 2025Q1: 48,816 shares; 2025Q2: 24,048 shares; 2025Q3: 24,097 shares; 2025Q4: 41,585 shares; 2026Q1: 42,414 shares; 2026Q2: 41,795 shares 41,795 $5.46M 0.03% -619 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,884 shares; 2024Q4: 78,037 shares; 2025Q1: 70,635 shares; 2025Q2: 68,713 shares; 2025Q3: 69,379 shares; 2025Q4: 70,365 shares; 2026Q1: 61,657 shares; 2026Q2: 65,552 shares 65,552 $5.39M 0.03% +3,895 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,807 shares; 2024Q4: 64,968 shares; 2025Q1: 62,171 shares; 2025Q2: 65,025 shares; 2025Q3: 57,528 shares; 2025Q4: 56,131 shares; 2026Q1: 52,797 shares; 2026Q2: 50,653 shares 50,653 $5.37M 0.03% -2,144 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: 15,274 shares; 2024Q4: 16,271 shares; 2025Q1: 18,916 shares; 2025Q2: 25,121 shares; 2025Q3: 28,771 shares; 2025Q4: 44,302 shares; 2026Q1: 54,240 shares; 2026Q2: 56,887 shares 56,887 $5.33M 0.03% +2,647 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,197 shares; 2024Q4: 16,357 shares; 2025Q1: 14,836 shares; 2025Q2: 87,885 shares; 2025Q3: 81,208 shares; 2025Q4: 65,014 shares; 2026Q1: 64,633 shares; 2026Q2: 61,450 shares 61,450 $5.29M 0.03% -3,183 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: 12,055 shares; 2024Q4: 15,714 shares; 2025Q1: 16,393 shares; 2025Q2: 20,099 shares; 2025Q3: 15,863 shares; 2025Q4: 23,836 shares; 2026Q1: 33,212 shares; 2026Q2: 34,304 shares 34,304 $5.27M 0.03% +1,092 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,602 shares; 2024Q4: 3,048 shares; 2025Q1: 24,184 shares; 2025Q2: 27,488 shares; 2025Q3: 27,777 shares; 2025Q4: 30,032 shares; 2026Q1: 27,497 shares; 2026Q2: 29,470 shares 29,470 $5.27M 0.03% +1,973 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: 6,359 shares; 2024Q4: 7,434 shares; 2025Q1: 7,549 shares; 2025Q2: 15,919 shares; 2025Q3: 18,297 shares; 2025Q4: 24,301 shares; 2026Q1: 22,849 shares; 2026Q2: 25,766 shares 25,766 $5.17M 0.03% +2,917 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: 95,415 shares; 2024Q4: 93,227 shares; 2025Q1: 96,195 shares; 2025Q2: 103,431 shares; 2025Q3: 110,901 shares; 2025Q4: 108,408 shares; 2026Q1: 98,447 shares; 2026Q2: 95,086 shares 95,086 $5.15M 0.03% -3,361 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,782 shares; 2026Q2: 68,618 shares 68,618 $5.13M 0.03% +57,836 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: 17,441 shares; 2024Q4: 19,467 shares; 2025Q1: 19,714 shares; 2025Q2: 22,456 shares; 2025Q3: 23,663 shares; 2025Q4: 27,751 shares; 2026Q1: 30,680 shares; 2026Q2: 35,733 shares 35,733 $5.12M 0.03% +5,053 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,542 shares; 2024Q4: 118,875 shares; 2025Q1: 132,044 shares; 2025Q2: 129,836 shares; 2025Q3: 149,477 shares; 2025Q4: 153,759 shares; 2026Q1: 159,235 shares; 2026Q2: 164,436 shares 164,436 $5.11M 0.03% +5,201 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,907 shares; 2024Q4: 99,345 shares; 2025Q1: 136,450 shares; 2025Q2: 176,603 shares; 2025Q3: 182,141 shares; 2025Q4: 197,996 shares; 2026Q1: 207,053 shares; 2026Q2: 187,208 shares 187,208 $5.09M 0.03% -19,845 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,360 shares; 2025Q2: 7,060 shares; 2025Q3: 68,139 shares; 2025Q4: 110,640 shares; 2026Q1: 99,645 shares; 2026Q2: 100,669 shares 100,669 $5.09M 0.03% +1,024 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,304 shares; 2024Q4: 217,169 shares; 2025Q1: 230,264 shares; 2025Q2: 153,645 shares; 2025Q3: 156,255 shares; 2025Q4: 157,532 shares; 2026Q1: 153,232 shares; 2026Q2: 146,134 shares 146,134 $5.09M 0.03% -7,098 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,156 shares; 2024Q4: 3,143 shares; 2025Q1: 3,174 shares; 2025Q2: 4,086 shares; 2025Q3: 5,103 shares; 2025Q4: 9,388 shares; 2026Q1: 9,329 shares; 2026Q2: 9,837 shares 9,837 $5.07M 0.03% +508 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,449 shares; 2024Q4: 17,676 shares; 2025Q1: 19,393 shares; 2025Q2: 21,392 shares; 2025Q3: 22,488 shares; 2025Q4: 23,880 shares; 2026Q1: 26,098 shares; 2026Q2: 28,344 shares 28,344 $5.03M 0.03% +2,246 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,865 shares; 2024Q4: 25,929 shares; 2025Q1: 27,921 shares; 2025Q2: 30,778 shares; 2025Q3: 32,631 shares; 2025Q4: 36,359 shares; 2026Q1: 38,644 shares; 2026Q2: 44,766 shares 44,766 $4.98M 0.02% +6,122 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 852 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,506 shares; 2025Q3: 6,871 shares; 2025Q4: 8,334 shares; 2026Q1: 12,844 shares; 2026Q2: 17,592 shares 17,592 $4.92M 0.02% +4,748 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,495 shares; 2025Q4: 60,005 shares; 2026Q1: 48,437 shares; 2026Q2: 34,945 shares 34,945 $4.87M 0.02% -13,492 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,976 shares; 2024Q4: 14,976 shares; 2025Q1: 14,976 shares; 2025Q2: 14,116 shares; 2025Q3: 112,919 shares; 2025Q4: 105,702 shares; 2026Q1: 98,494 shares; 2026Q2: 92,580 shares 92,580 $4.87M 0.02% -5,914 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,969 shares; 2024Q4: 48,714 shares; 2025Q1: 47,870 shares; 2025Q2: 52,609 shares; 2025Q3: 56,022 shares; 2025Q4: 70,639 shares; 2026Q1: 66,530 shares; 2026Q2: 62,360 shares 62,360 $4.81M 0.02% -4,170 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: 46,215 shares; 2024Q4: 41,510 shares; 2025Q1: 45,490 shares; 2025Q2: 49,953 shares; 2025Q3: 42,698 shares; 2025Q4: 43,168 shares; 2026Q1: 43,187 shares; 2026Q2: 42,875 shares 42,875 $4.73M 0.02% -312 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: 114,523 shares; 2024Q4: 126,446 shares; 2025Q1: 144,076 shares; 2025Q2: 151,827 shares; 2025Q3: 177,167 shares; 2025Q4: 203,784 shares; 2026Q1: 95,859 shares; 2026Q2: 98,658 shares 98,658 $4.69M 0.02% +2,799 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,023 shares; 2024Q4: 5,477 shares; 2025Q1: 5,247 shares; 2025Q2: 5,621 shares; 2025Q3: 5,629 shares; 2025Q4: 6,467 shares; 2026Q1: 7,672 shares; 2026Q2: 9,530 shares 9,530 $4.68M 0.02% +1,858 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: 33,780 shares; 2024Q4: 49,975 shares; 2025Q1: 34,811 shares; 2025Q2: 31,647 shares; 2025Q3: 31,692 shares; 2025Q4: 31,680 shares; 2026Q1: 31,680 shares; 2026Q2: 31,680 shares 31,680 $4.68M 0.02% 0 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: not reported; 2024Q4: 271,537 shares; 2025Q1: 175,357 shares; 2025Q2: 97,879 shares; 2025Q3: 70,445 shares; 2025Q4: 55,355 shares; 2026Q1: 46,226 shares; 2026Q2: 43,286 shares 43,286 $4.64M 0.02% -2,940 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: 38,007 shares; 2024Q4: 38,367 shares; 2025Q1: 30,617 shares; 2025Q2: 35,133 shares; 2025Q3: 49,289 shares; 2025Q4: 49,391 shares; 2026Q1: 53,010 shares; 2026Q2: 55,237 shares 55,237 $4.6M 0.02% +2,227 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,249 shares; 2024Q4: 73,589 shares; 2025Q1: 72,690 shares; 2025Q2: 76,057 shares; 2025Q3: 76,500 shares; 2025Q4: 77,915 shares; 2026Q1: 15,524 shares; 2026Q2: 14,500 shares 14,500 $4.56M 0.02% -1,024 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: 7,824 shares; 2024Q4: 9,131 shares; 2025Q1: 10,183 shares; 2025Q2: 14,574 shares; 2025Q3: 18,044 shares; 2025Q4: 19,002 shares; 2026Q1: 19,477 shares; 2026Q2: 19,901 shares 19,901 $4.52M 0.02% +424 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,860 shares; 2024Q4: 23,326 shares; 2025Q1: 21,882 shares; 2025Q2: 22,350 shares; 2025Q3: 21,701 shares; 2025Q4: 35,127 shares; 2026Q1: 35,538 shares; 2026Q2: 46,100 shares 46,100 $4.47M 0.02% +10,562 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: 20,803 shares; 2024Q4: 22,319 shares; 2025Q1: 19,735 shares; 2025Q2: 21,644 shares; 2025Q3: 22,166 shares; 2025Q4: 24,522 shares; 2026Q1: 22,559 shares; 2026Q2: 23,461 shares 23,461 $4.47M 0.02% +902 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: 7,618 shares; 2024Q4: 8,560 shares; 2025Q1: 8,587 shares; 2025Q2: 9,684 shares; 2025Q3: 9,098 shares; 2025Q4: 11,181 shares; 2026Q1: 11,359 shares; 2026Q2: 11,226 shares 11,226 $4.46M 0.02% -133 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: 6,989 shares; 2024Q4: 7,172 shares; 2025Q1: 8,907 shares; 2025Q2: 9,063 shares; 2025Q3: 12,290 shares; 2025Q4: 13,845 shares; 2026Q1: 14,007 shares; 2026Q2: 55,334 shares 55,334 $4.46M 0.02% +41,327 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: 16,843 shares; 2024Q4: 21,873 shares; 2025Q1: 20,948 shares; 2025Q2: 19,009 shares; 2025Q3: 17,744 shares; 2025Q4: 17,110 shares; 2026Q1: 16,695 shares; 2026Q2: 14,901 shares 14,901 $4.46M 0.02% -1,794 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: 52,477 shares; 2024Q4: 47,404 shares; 2025Q1: 48,682 shares; 2025Q2: 50,263 shares; 2025Q3: 55,384 shares; 2025Q4: 59,252 shares; 2026Q1: 67,323 shares; 2026Q2: 61,439 shares 61,439 $4.43M 0.02% -5,884 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,164 shares; 2024Q4: 254,842 shares; 2025Q1: 194,388 shares; 2025Q2: 109,699 shares; 2025Q3: 111,336 shares; 2025Q4: 93,240 shares; 2026Q1: 93,042 shares; 2026Q2: 88,219 shares 88,219 $4.43M 0.02% -4,823 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,530 shares; 2025Q3: 66,393 shares; 2025Q4: 76,395 shares; 2026Q1: 80,341 shares; 2026Q2: 100,563 shares 100,563 $4.42M 0.02% +20,222 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,282 shares; 2024Q4: 3,087 shares; 2025Q1: 2,646 shares; 2025Q2: 4,585 shares; 2025Q3: 5,211 shares; 2025Q4: 7,350 shares; 2026Q1: 9,001 shares; 2026Q2: 9,114 shares 9,114 $4.41M 0.02% +113 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80,119 shares; 2025Q2: 80,165 shares; 2025Q3: 80,257 shares; 2025Q4: 83,237 shares; 2026Q1: 80,820 shares; 2026Q2: 87,106 shares 87,106 $4.4M 0.02% +6,286 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180,068 shares; 2024Q4: 116,047 shares; 2025Q1: 125,277 shares; 2025Q2: 121,538 shares; 2025Q3: 120,101 shares; 2025Q4: 118,945 shares; 2026Q1: 127,176 shares; 2026Q2: 96,213 shares 96,213 $4.38M 0.02% -30,963 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,253 shares; 2024Q4: 9,731 shares; 2025Q1: 8,331 shares; 2025Q2: 8,717 shares; 2025Q3: 10,505 shares; 2025Q4: 14,228 shares; 2026Q1: 15,468 shares; 2026Q2: 13,865 shares 13,865 $4.34M 0.02% -1,603 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: 14,301 shares; 2024Q4: 15,190 shares; 2025Q1: 15,808 shares; 2025Q2: 18,823 shares; 2025Q3: 21,062 shares; 2025Q4: 21,672 shares; 2026Q1: 19,475 shares; 2026Q2: 20,866 shares 20,866 $4.32M 0.02% +1,391 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: 3,027 shares; 2024Q4: 2,094 shares; 2025Q1: 2,795 shares; 2025Q2: 2,388 shares; 2025Q3: 2,747 shares; 2025Q4: 7,785 shares; 2026Q1: 6,336 shares; 2026Q2: 6,475 shares 6,475 $4.25M 0.02% +139 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: 474,837 shares; 2024Q4: 496,984 shares; 2025Q1: 81,040 shares; 2025Q2: 72,281 shares; 2025Q3: 75,962 shares; 2025Q4: 76,951 shares; 2026Q1: 83,632 shares; 2026Q2: 91,201 shares 91,201 $4.24M 0.02% +7,569 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: 36,459 shares; 2024Q4: 40,891 shares; 2025Q1: 41,765 shares; 2025Q2: 44,835 shares; 2025Q3: 47,249 shares; 2025Q4: 55,551 shares; 2026Q1: 59,188 shares; 2026Q2: 56,563 shares 56,563 $4.2M 0.02% -2,625 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,497 shares; 2024Q4: 72,016 shares; 2025Q1: 74,869 shares; 2025Q2: 74,290 shares; 2025Q3: 72,931 shares; 2025Q4: 72,525 shares; 2026Q1: 71,608 shares; 2026Q2: 72,026 shares 72,026 $4.15M 0.02% +418 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,671 shares; 2024Q4: 22,876 shares; 2025Q1: 24,714 shares; 2025Q2: 31,995 shares; 2025Q3: 36,841 shares; 2025Q4: 44,558 shares; 2026Q1: 49,442 shares; 2026Q2: 58,388 shares 58,388 $4.09M 0.02% +8,946 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: 98,593 shares; 2024Q4: 100,042 shares; 2025Q1: 104,755 shares; 2025Q2: 47,289 shares; 2025Q3: 41,666 shares; 2025Q4: 41,050 shares; 2026Q1: 35,472 shares; 2026Q2: 34,109 shares 34,109 $4.06M 0.02% -1,363 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,800 shares; 2024Q4: 34,727 shares; 2025Q1: 34,030 shares; 2025Q2: 33,806 shares; 2025Q3: 32,288 shares; 2025Q4: 39,488 shares; 2026Q1: 41,534 shares; 2026Q2: 40,110 shares 40,110 $4.04M 0.02% -1,424 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,209 shares; 2025Q2: 22,262 shares; 2025Q3: 21,917 shares; 2025Q4: 21,918 shares; 2026Q1: 20,662 shares; 2026Q2: 19,918 shares 19,918 $4.04M 0.02% -744 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,777 shares; 2025Q3: 32,633 shares; 2025Q4: 38,680 shares; 2026Q1: 40,792 shares; 2026Q2: 40,284 shares 40,284 $3.96M 0.02% -508 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: 1,346 shares; 2024Q4: 1,559 shares; 2025Q1: 1,420 shares; 2025Q2: 1,844 shares; 2025Q3: 2,132 shares; 2025Q4: 3,241 shares; 2026Q1: 3,155 shares; 2026Q2: 3,472 shares 3,472 $3.93M 0.02% +317 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: 11,236 shares; 2024Q4: 12,074 shares; 2025Q1: 12,390 shares; 2025Q2: 12,962 shares; 2025Q3: 13,031 shares; 2025Q4: 13,997 shares; 2026Q1: 14,503 shares; 2026Q2: 12,466 shares 12,466 $3.92M 0.02% -2,037 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 83,967 shares; 2025Q1: 89,478 shares; 2025Q2: 31,798 shares; 2025Q3: 29,964 shares; 2025Q4: 26,340 shares; 2026Q1: 26,349 shares; 2026Q2: 26,360 shares 26,360 $3.91M 0.02% +11 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 834 shares; 2024Q4: 1,635 shares; 2025Q1: 2,013 shares; 2025Q2: 2,388 shares; 2025Q3: 2,410 shares; 2025Q4: 2,688 shares; 2026Q1: 2,859 shares; 2026Q2: 2,816 shares 2,816 $3.89M 0.02% -43 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,305 shares; 2024Q4: 32,891 shares; 2025Q1: 13,579 shares; 2025Q2: 16,036 shares; 2025Q3: 16,512 shares; 2025Q4: 20,718 shares; 2026Q1: 21,188 shares; 2026Q2: 22,309 shares 22,309 $3.88M 0.02% +1,121 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: 2,033 shares; 2024Q4: 2,065 shares; 2025Q1: 2,135 shares; 2025Q2: 36,119 shares; 2025Q3: 37,839 shares; 2025Q4: 38,660 shares; 2026Q1: 42,297 shares; 2026Q2: 41,938 shares 41,938 $3.86M 0.02% -359 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,774 shares; 2025Q2: 63,680 shares; 2025Q3: 71,972 shares; 2025Q4: 79,967 shares; 2026Q1: 70,008 shares; 2026Q2: 51,284 shares 51,284 $3.86M 0.02% -18,724 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,463 shares; 2024Q4: 20,565 shares; 2025Q1: 26,448 shares; 2025Q2: 35,803 shares; 2025Q3: 40,245 shares; 2025Q4: 44,852 shares; 2026Q1: 43,012 shares; 2026Q2: 47,995 shares 47,995 $3.85M 0.02% +4,983 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: 20,285 shares; 2026Q2: 20,324 shares 20,324 $3.85M 0.02% +39 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261,662 shares; 2024Q4: 220,015 shares; 2025Q1: 207,634 shares; 2025Q2: 210,791 shares; 2025Q3: 200,901 shares; 2025Q4: 251,543 shares; 2026Q1: 372,324 shares; 2026Q2: 275,710 shares 275,710 $3.83M 0.02% -96,614 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,527 shares; 2024Q4: 15,037 shares; 2025Q1: 13,628 shares; 2025Q2: 18,275 shares; 2025Q3: 21,973 shares; 2025Q4: 77,860 shares; 2026Q1: 58,540 shares; 2026Q2: 98,919 shares 98,919 $3.83M 0.02% +40,379 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,535 shares; 2024Q4: 13,496 shares; 2025Q1: 14,052 shares; 2025Q2: 19,795 shares; 2025Q3: 22,187 shares; 2025Q4: 28,916 shares; 2026Q1: 36,498 shares; 2026Q2: 34,618 shares 34,618 $3.83M 0.02% -1,880 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,989 shares; 2024Q4: 7,417 shares; 2025Q1: 7,411 shares; 2025Q2: 7,640 shares; 2025Q3: 7,706 shares; 2025Q4: 9,413 shares; 2026Q1: 11,019 shares; 2026Q2: 11,498 shares 11,498 $3.8M 0.02% +479 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,255 shares; 2024Q4: 181,695 shares; 2025Q1: 127,534 shares; 2025Q2: 64,787 shares; 2025Q3: 57,425 shares; 2025Q4: 97,661 shares; 2026Q1: 87,625 shares; 2026Q2: 83,362 shares 83,362 $3.78M 0.02% -4,263 Timeline SPTM 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: 40,331 shares; 2024Q4: 41,264 shares; 2025Q1: 45,086 shares; 2025Q2: 41,928 shares; 2025Q3: 42,038 shares; 2025Q4: 40,660 shares; 2026Q1: 40,674 shares; 2026Q2: 41,532 shares 41,532 $3.77M 0.02% +858 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: 14,255 shares; 2024Q4: 14,653 shares; 2025Q1: 13,425 shares; 2025Q2: 13,637 shares; 2025Q3: 14,294 shares; 2025Q4: 17,367 shares; 2026Q1: 18,538 shares; 2026Q2: 22,454 shares 22,454 $3.77M 0.02% +3,916 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,528 shares; 2024Q4: 85,060 shares; 2025Q1: 82,690 shares; 2025Q2: 110,633 shares; 2025Q3: 108,530 shares; 2025Q4: 114,454 shares; 2026Q1: 115,062 shares; 2026Q2: 102,088 shares 102,088 $3.76M 0.02% -12,974 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: 14,330 shares; 2024Q4: 12,313 shares; 2025Q1: 13,813 shares; 2025Q2: 19,953 shares; 2025Q3: 23,545 shares; 2025Q4: 26,192 shares; 2026Q1: 27,674 shares; 2026Q2: 27,758 shares 27,758 $3.76M 0.02% +84 Timeline WTV 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: 8,521 shares; 2025Q2: 37,286 shares; 2025Q3: 39,003 shares; 2025Q4: 36,898 shares; 2026Q1: 36,953 shares; 2026Q2: 36,937 shares 36,937 $3.76M 0.02% -16 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: 82,890 shares; 2024Q4: 39,688 shares; 2025Q1: 40,073 shares; 2025Q2: 44,413 shares; 2025Q3: 44,813 shares; 2025Q4: 47,392 shares; 2026Q1: 47,588 shares; 2026Q2: 36,695 shares 36,695 $3.75M 0.02% -10,893 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,719 shares; 2024Q4: 16,410 shares; 2025Q1: 15,010 shares; 2025Q2: 15,181 shares; 2025Q3: 17,573 shares; 2025Q4: 19,608 shares; 2026Q1: 23,036 shares; 2026Q2: 24,355 shares 24,355 $3.71M 0.02% +1,319 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,492 shares; 2024Q4: 19,352 shares; 2025Q1: 19,725 shares; 2025Q2: 55,418 shares; 2025Q3: 69,399 shares; 2025Q4: 87,862 shares; 2026Q1: 117,443 shares; 2026Q2: 115,030 shares 115,030 $3.7M 0.02% -2,413 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: 35,711 shares; 2024Q4: 42,698 shares; 2025Q1: 46,505 shares; 2025Q2: 52,368 shares; 2025Q3: 60,347 shares; 2025Q4: 63,197 shares; 2026Q1: 67,924 shares; 2026Q2: 89,209 shares 89,209 $3.69M 0.02% +21,285 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,481 shares; 2024Q4: 35,097 shares; 2025Q1: 38,333 shares; 2025Q2: 40,827 shares; 2025Q3: 43,117 shares; 2025Q4: 65,118 shares; 2026Q1: 69,896 shares; 2026Q2: 73,813 shares 73,813 $3.68M 0.02% +3,917 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,443 shares; 2025Q3: 3,956 shares; 2025Q4: 7,604 shares; 2026Q1: 7,717 shares; 2026Q2: 7,463 shares 7,463 $3.66M 0.02% -254 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: 5,503 shares; 2024Q4: 6,729 shares; 2025Q1: 7,667 shares; 2025Q2: 7,353 shares; 2025Q3: 6,849 shares; 2025Q4: 8,447 shares; 2026Q1: 8,715 shares; 2026Q2: 7,978 shares 7,978 $3.66M 0.02% -737 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,101 shares; 2024Q4: 15,306 shares; 2025Q1: 16,094 shares; 2025Q2: 21,887 shares; 2025Q3: 24,528 shares; 2025Q4: 32,957 shares; 2026Q1: 32,351 shares; 2026Q2: 32,701 shares 32,701 $3.65M 0.02% +350 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,292 shares; 2024Q4: 9,027 shares; 2025Q1: 4,956 shares; 2025Q2: 8,365 shares; 2025Q3: 11,007 shares; 2025Q4: 11,675 shares; 2026Q1: 27,002 shares; 2026Q2: 30,710 shares 30,710 $3.63M 0.02% +3,708 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 962,739 shares; 2026Q1: 337,972 shares; 2026Q2: 159,854 shares 159,854 $3.62M 0.02% -178,118 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: 5,576 shares; 2024Q4: 5,855 shares; 2025Q1: 7,003 shares; 2025Q2: 8,509 shares; 2025Q3: 8,676 shares; 2025Q4: 9,547 shares; 2026Q1: 8,086 shares; 2026Q2: 8,864 shares 8,864 $3.61M 0.02% +778 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: 22,555 shares; 2024Q4: 21,249 shares; 2025Q1: 11,656 shares; 2025Q2: 6,525 shares; 2025Q3: 6,529 shares; 2025Q4: 35,909 shares; 2026Q1: 43,742 shares; 2026Q2: 36,290 shares 36,290 $3.6M 0.02% -7,452 Timeline BFLX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 140,557 shares 140,557 $3.6M 0.02% new 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: 13,382 shares; 2024Q4: 11,019 shares; 2025Q1: 15,434 shares; 2025Q2: 18,606 shares; 2025Q3: 21,908 shares; 2025Q4: 32,878 shares; 2026Q1: 41,179 shares; 2026Q2: 38,452 shares 38,452 $3.59M 0.02% -2,727 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,697 shares; 2024Q4: 130,512 shares; 2025Q1: 126,369 shares; 2025Q2: 173,835 shares; 2025Q3: 206,461 shares; 2025Q4: 210,642 shares; 2026Q1: 273,481 shares; 2026Q2: 259,838 shares 259,838 $3.59M 0.02% -13,643 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,056 shares; 2025Q1: 10,426 shares; 2025Q2: 14,226 shares; 2025Q3: 20,116 shares; 2025Q4: 44,212 shares; 2026Q1: 37,652 shares; 2026Q2: 35,742 shares 35,742 $3.58M 0.02% -1,910 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,668 shares; 2024Q4: 13,611 shares; 2025Q1: 13,597 shares; 2025Q2: 13,848 shares; 2025Q3: 14,703 shares; 2025Q4: 27,756 shares; 2026Q1: 26,658 shares; 2026Q2: 26,848 shares 26,848 $3.56M 0.02% +190 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,207 shares; 2025Q2: 29,141 shares; 2025Q3: 92,973 shares; 2025Q4: 83,154 shares; 2026Q1: 84,723 shares; 2026Q2: 78,288 shares 78,288 $3.53M 0.02% -6,435 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,545 shares; 2024Q4: 4,296 shares; 2025Q1: 4,414 shares; 2025Q2: 6,942 shares; 2025Q3: 10,774 shares; 2025Q4: 15,876 shares; 2026Q1: 19,420 shares; 2026Q2: 20,639 shares 20,639 $3.5M 0.02% +1,219 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,682 shares; 2024Q4: 15,635 shares; 2025Q1: 15,940 shares; 2025Q2: 24,966 shares; 2025Q3: 28,574 shares; 2025Q4: 34,143 shares; 2026Q1: 34,861 shares; 2026Q2: 41,265 shares 41,265 $3.49M 0.02% +6,404 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,072 shares; 2024Q4: 24,988 shares; 2025Q1: 21,537 shares; 2025Q2: 42,508 shares; 2025Q3: 47,369 shares; 2025Q4: 69,880 shares; 2026Q1: 78,872 shares; 2026Q2: 77,284 shares 77,284 $3.49M 0.02% -1,588 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,930 shares; 2024Q4: 2,492 shares; 2025Q1: 10,155 shares; 2025Q2: 10,292 shares; 2025Q3: 9,930 shares; 2025Q4: 11,400 shares; 2026Q1: 11,311 shares; 2026Q2: 10,295 shares 10,295 $3.48M 0.02% -1,016 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,305 shares; 2024Q4: 8,503 shares; 2025Q1: 9,328 shares; 2025Q2: 9,301 shares; 2025Q3: 9,277 shares; 2025Q4: 16,058 shares; 2026Q1: 14,603 shares; 2026Q2: 16,361 shares 16,361 $3.48M 0.02% +1,758 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,167 shares; 2024Q4: 1,313 shares; 2025Q1: 1,350 shares; 2025Q2: 1,459 shares; 2025Q3: 1,571 shares; 2025Q4: 2,272 shares; 2026Q1: 2,473 shares; 2026Q2: 2,559 shares 2,559 $3.48M 0.02% +86 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,633 shares; 2024Q4: 3,939 shares; 2025Q1: 4,183 shares; 2025Q2: 5,545 shares; 2025Q3: 5,573 shares; 2025Q4: 8,085 shares; 2026Q1: 8,689 shares; 2026Q2: 9,016 shares 9,016 $3.48M 0.02% +327 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: 2,466 shares; 2024Q4: 2,605 shares; 2025Q1: 39,551 shares; 2025Q2: 35,358 shares; 2025Q3: 37,626 shares; 2025Q4: 31,215 shares; 2026Q1: 36,607 shares; 2026Q2: 31,543 shares 31,543 $3.44M 0.02% -5,064 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: 8,157 shares; 2024Q4: 8,211 shares; 2025Q1: 8,590 shares; 2025Q2: 10,063 shares; 2025Q3: 9,928 shares; 2025Q4: 14,528 shares; 2026Q1: 17,171 shares; 2026Q2: 16,753 shares 16,753 $3.43M 0.02% -418 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: 29,910 shares; 2024Q4: 30,050 shares; 2025Q1: 32,019 shares; 2025Q2: 38,726 shares; 2025Q3: 37,948 shares; 2025Q4: 36,374 shares; 2026Q1: 53,020 shares; 2026Q2: 54,572 shares 54,572 $3.43M 0.02% +1,552 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,228 shares; 2024Q4: 34,859 shares; 2025Q1: 31,925 shares; 2025Q2: 43,790 shares; 2025Q3: 47,148 shares; 2025Q4: 52,733 shares; 2026Q1: 49,485 shares; 2026Q2: 43,829 shares 43,829 $3.43M 0.02% -5,656 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,126 shares; 2024Q4: 25,394 shares; 2025Q1: 27,638 shares; 2025Q2: 29,024 shares; 2025Q3: 30,769 shares; 2025Q4: 33,089 shares; 2026Q1: 34,605 shares; 2026Q2: 39,348 shares 39,348 $3.4M 0.02% +4,743 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: 10,603 shares; 2024Q4: 10,565 shares; 2025Q1: 10,595 shares; 2025Q2: 14,331 shares; 2025Q3: 15,745 shares; 2025Q4: 15,253 shares; 2026Q1: 22,820 shares; 2026Q2: 26,193 shares 26,193 $3.4M 0.02% +3,373 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,699 shares; 2024Q4: 2,951 shares; 2025Q1: 2,860 shares; 2025Q2: 3,232 shares; 2025Q3: 3,306 shares; 2025Q4: 4,179 shares; 2026Q1: 4,088 shares; 2026Q2: 4,244 shares 4,244 $3.37M 0.02% +156 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: 20,641 shares; 2024Q4: 20,073 shares; 2025Q1: 32,396 shares; 2025Q2: 27,931 shares; 2025Q3: 27,996 shares; 2025Q4: 28,890 shares; 2026Q1: 28,585 shares; 2026Q2: 21,213 shares 21,213 $3.37M 0.02% -7,372 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: 1,465 shares; 2024Q4: 2,317 shares; 2025Q1: 2,595 shares; 2025Q2: 2,859 shares; 2025Q3: 2,513 shares; 2025Q4: 2,351 shares; 2026Q1: 2,008 shares; 2026Q2: 9,198 shares 9,198 $3.37M 0.02% +7,190 Timeline LION LIONSGATE STUDIOS CORP More: the full row for LIONSGATE STUDIOS 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: 196,678 shares; 2025Q4: 219,576 shares; 2026Q1: 219,064 shares; 2026Q2: 219,284 shares 219,284 $3.36M 0.02% +220 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,267 shares; 2024Q4: 56,270 shares; 2025Q1: 47,251 shares; 2025Q2: 47,743 shares; 2025Q3: 46,725 shares; 2025Q4: 45,006 shares; 2026Q1: 43,914 shares; 2026Q2: 44,122 shares 44,122 $3.34M 0.02% +208 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,624 shares; 2024Q4: 19,712 shares; 2025Q1: 22,015 shares; 2025Q2: 7,548 shares; 2025Q3: 8,439 shares; 2025Q4: 14,465 shares; 2026Q1: 15,625 shares; 2026Q2: 24,344 shares 24,344 $3.34M 0.02% +8,719 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,948 shares; 2024Q4: 6,316 shares; 2025Q1: 6,475 shares; 2025Q2: 7,740 shares; 2025Q3: 6,110 shares; 2025Q4: 24,592 shares; 2026Q1: 10,529 shares; 2026Q2: 12,092 shares 12,092 $3.33M 0.02% +1,563 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: 72,722 shares; 2024Q4: 198,171 shares; 2025Q1: 155,577 shares; 2025Q2: 87,053 shares; 2025Q3: 78,711 shares; 2025Q4: 73,716 shares; 2026Q1: 69,536 shares; 2026Q2: 70,501 shares 70,501 $3.3M 0.02% +965 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,315 shares; 2024Q4: 13,582 shares; 2025Q1: 13,822 shares; 2025Q2: 17,140 shares; 2025Q3: 17,205 shares; 2025Q4: 21,682 shares; 2026Q1: 22,470 shares; 2026Q2: 20,633 shares 20,633 $3.3M 0.02% -1,837 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: 2,115 shares; 2024Q4: 2,484 shares; 2025Q1: 2,470 shares; 2025Q2: 2,475 shares; 2025Q3: 11,630 shares; 2025Q4: 10,280 shares; 2026Q1: 9,607 shares; 2026Q2: 9,016 shares 9,016 $3.3M 0.02% -591 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: 13,677 shares; 2024Q4: 15,096 shares; 2025Q1: 22,798 shares; 2025Q2: 21,225 shares; 2025Q3: 20,674 shares; 2025Q4: 22,204 shares; 2026Q1: 21,728 shares; 2026Q2: 21,665 shares 21,665 $3.3M 0.02% -63 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,597 shares; 2025Q1: 30,076 shares; 2025Q2: 34,603 shares; 2025Q3: 30,892 shares; 2025Q4: 33,497 shares; 2026Q1: 30,487 shares; 2026Q2: 30,646 shares 30,646 $3.29M 0.02% +159 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,971 shares; 2024Q4: 28,920 shares; 2025Q1: 33,286 shares; 2025Q2: 47,017 shares; 2025Q3: 59,974 shares; 2025Q4: 61,088 shares; 2026Q1: 78,494 shares; 2026Q2: 82,782 shares 82,782 $3.29M 0.02% +4,288 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: 45,025 shares; 2024Q4: 47,766 shares; 2025Q1: 49,580 shares; 2025Q2: 49,889 shares; 2025Q3: 49,455 shares; 2025Q4: 46,455 shares; 2026Q1: 48,251 shares; 2026Q2: 42,146 shares 42,146 $3.27M 0.02% -6,105 Timeline GAP GAP INC More: the full row for GAP 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: 119,571 shares; 2025Q4: 139,559 shares; 2026Q1: 136,579 shares; 2026Q2: 172,326 shares 172,326 $3.22M 0.02% +35,747 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,932 shares; 2025Q1: 3,055 shares; 2025Q2: 5,939 shares; 2025Q3: 7,774 shares; 2025Q4: 16,255 shares; 2026Q1: 18,710 shares; 2026Q2: 23,613 shares 23,613 $3.21M 0.02% +4,903 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: 16,615 shares; 2024Q4: 16,403 shares; 2025Q1: 16,938 shares; 2025Q2: 16,896 shares; 2025Q3: 19,812 shares; 2025Q4: 19,711 shares; 2026Q1: 21,080 shares; 2026Q2: 21,867 shares 21,867 $3.2M 0.02% +787 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: 3,436 shares; 2024Q4: 2,706 shares; 2025Q1: 4,056 shares; 2025Q2: 4,978 shares; 2025Q3: 6,128 shares; 2025Q4: 6,095 shares; 2026Q1: 5,796 shares; 2026Q2: 38,583 shares 38,583 $3.19M 0.02% +32,787 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,670 shares; 2024Q4: 8,799 shares; 2025Q1: 8,030 shares; 2025Q2: 8,946 shares; 2025Q3: 9,400 shares; 2025Q4: 13,193 shares; 2026Q1: 13,688 shares; 2026Q2: 13,356 shares 13,356 $3.17M 0.02% -332 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,814 shares; 2024Q4: 80,139 shares; 2025Q1: 89,158 shares; 2025Q2: 138,808 shares; 2025Q3: 155,399 shares; 2025Q4: 127,919 shares; 2026Q1: 143,920 shares; 2026Q2: 147,784 shares 147,784 $3.16M 0.02% +3,864 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: 6,469 shares; 2024Q4: 5,063 shares; 2025Q1: 5,254 shares; 2025Q2: 5,541 shares; 2025Q3: 5,374 shares; 2025Q4: 13,871 shares; 2026Q1: 14,332 shares; 2026Q2: 14,293 shares 14,293 $3.16M 0.02% -39 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,655 shares; 2025Q2: 3,056 shares; 2025Q3: 25,419 shares; 2025Q4: 29,289 shares; 2026Q1: 35,745 shares; 2026Q2: 35,364 shares 35,364 $3.16M 0.02% -381 Timeline DEHP 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: 88,784 shares; 2024Q4: 92,296 shares; 2025Q1: 86,922 shares; 2025Q2: 78,388 shares; 2025Q3: 78,863 shares; 2025Q4: 76,643 shares; 2026Q1: 73,598 shares; 2026Q2: 73,487 shares 73,487 $3.14M 0.02% -111 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: 108,708 shares; 2024Q4: 110,924 shares; 2025Q1: 75,361 shares; 2025Q2: 73,596 shares; 2025Q3: 81,455 shares; 2025Q4: 79,042 shares; 2026Q1: 102,222 shares; 2026Q2: 107,529 shares 107,529 $3.12M 0.02% +5,307 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,481 shares; 2024Q4: 65,712 shares; 2025Q1: 68,857 shares; 2025Q2: 80,542 shares; 2025Q3: 81,236 shares; 2025Q4: 96,032 shares; 2026Q1: 108,801 shares; 2026Q2: 135,315 shares 135,315 $3.12M 0.02% +26,514 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,906 shares; 2024Q4: 7,026 shares; 2025Q1: 6,681 shares; 2025Q2: 6,752 shares; 2025Q3: 6,601 shares; 2025Q4: 8,029 shares; 2026Q1: 8,529 shares; 2026Q2: 7,491 shares 7,491 $3.11M 0.02% -1,038 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,407 shares; 2024Q4: 10,038 shares; 2025Q1: 9,247 shares; 2025Q2: 11,829 shares; 2025Q3: 18,873 shares; 2025Q4: 25,735 shares; 2026Q1: 30,629 shares; 2026Q2: 41,760 shares 41,760 $3.11M 0.02% +11,131 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: 13,947 shares; 2024Q4: 16,018 shares; 2025Q1: 16,969 shares; 2025Q2: 20,637 shares; 2025Q3: 19,643 shares; 2025Q4: 24,939 shares; 2026Q1: 26,853 shares; 2026Q2: 26,245 shares 26,245 $3.08M 0.02% -608 Timeline FTRE FORTREA HLDGS INC More: the full row for FORTREA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 174,357 shares; 2025Q2: 176,159 shares; 2025Q3: 175,760 shares; 2025Q4: 175,860 shares; 2026Q1: 175,917 shares; 2026Q2: 175,864 shares 175,864 $3.06M 0.02% -53 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,285 shares; 2024Q4: 19,429 shares; 2025Q1: 18,122 shares; 2025Q2: 27,207 shares; 2025Q3: 26,388 shares; 2025Q4: 33,404 shares; 2026Q1: 39,975 shares; 2026Q2: 44,524 shares 44,524 $3.04M 0.02% +4,549 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,700 shares; 2024Q4: 7,778 shares; 2025Q1: 25,254 shares; 2025Q2: 31,720 shares; 2025Q3: 29,411 shares; 2025Q4: 32,876 shares; 2026Q1: 34,102 shares; 2026Q2: 36,875 shares 36,875 $3.04M 0.02% +2,773 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,299 shares; 2024Q4: 7,485 shares; 2025Q1: 7,752 shares; 2025Q2: 7,148 shares; 2025Q3: 7,442 shares; 2025Q4: 10,071 shares; 2026Q1: 11,152 shares; 2026Q2: 11,217 shares 11,217 $3.03M 0.02% +65 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,047 shares; 2024Q4: 6,890 shares; 2025Q1: 7,053 shares; 2025Q2: 9,986 shares; 2025Q3: 11,232 shares; 2025Q4: 14,352 shares; 2026Q1: 15,745 shares; 2026Q2: 14,757 shares 14,757 $3.03M 0.02% -988 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,209 shares; 2024Q4: 18,202 shares; 2025Q1: 20,212 shares; 2025Q2: 19,668 shares; 2025Q3: 20,824 shares; 2025Q4: 25,449 shares; 2026Q1: 28,952 shares; 2026Q2: 41,640 shares 41,640 $3.01M 0.02% +12,688 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,260 shares; 2025Q1: 3,019 shares; 2025Q2: 19,304 shares; 2025Q3: 30,187 shares; 2025Q4: 33,289 shares; 2026Q1: 33,628 shares; 2026Q2: 34,801 shares 34,801 $3.01M 0.02% +1,173 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,902 shares; 2024Q4: 8,078 shares; 2025Q1: 23,495 shares; 2025Q2: 26,461 shares; 2025Q3: 30,237 shares; 2025Q4: 33,380 shares; 2026Q1: 35,328 shares; 2026Q2: 33,152 shares 33,152 $3M 0.01% -2,176 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,390 shares; 2025Q4: 40,842 shares; 2026Q1: 43,697 shares; 2026Q2: 36,402 shares 36,402 $3M 0.01% -7,295 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,529 shares; 2024Q4: 15,136 shares; 2025Q1: 15,846 shares; 2025Q2: 17,279 shares; 2025Q3: 18,441 shares; 2025Q4: 20,513 shares; 2026Q1: 22,281 shares; 2026Q2: 11,451 shares 11,451 $2.99M 0.01% -10,830 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,567 shares; 2024Q4: 1,617 shares; 2025Q1: 1,514 shares; 2025Q2: 1,527 shares; 2025Q3: 1,521 shares; 2025Q4: 1,731 shares; 2026Q1: 1,500 shares; 2026Q2: 1,526 shares 1,526 $2.98M 0.01% +26 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,927 shares; 2025Q2: 78,012 shares; 2025Q3: 76,847 shares; 2025Q4: 76,869 shares; 2026Q1: 78,404 shares; 2026Q2: 77,350 shares 77,350 $2.98M 0.01% -1,054 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: 1,424,525 shares; 2024Q4: 1,399,696 shares; 2025Q1: 1,400,543 shares; 2025Q2: 1,434,945 shares; 2025Q3: 1,454,150 shares; 2025Q4: 908,306 shares; 2026Q1: 189,111 shares; 2026Q2: 111,945 shares 111,945 $2.97M 0.01% -77,166 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,683 shares; 2024Q4: 183,965 shares; 2025Q1: 200,041 shares; 2025Q2: 71,608 shares; 2025Q3: 84,529 shares; 2025Q4: 86,401 shares; 2026Q1: 84,970 shares; 2026Q2: 81,637 shares 81,637 $2.96M 0.01% -3,333 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: 8,122 shares; 2024Q4: 8,923 shares; 2025Q1: 8,590 shares; 2025Q2: 9,656 shares; 2025Q3: 9,715 shares; 2025Q4: 12,388 shares; 2026Q1: 14,049 shares; 2026Q2: 11,913 shares 11,913 $2.96M 0.01% -2,136 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: 8,932 shares; 2024Q4: 10,355 shares; 2025Q1: 10,150 shares; 2025Q2: 11,949 shares; 2025Q3: 10,341 shares; 2025Q4: 12,900 shares; 2026Q1: 12,104 shares; 2026Q2: 13,170 shares 13,170 $2.95M 0.01% +1,066 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: 6,630 shares; 2024Q4: 7,174 shares; 2025Q1: 9,392 shares; 2025Q2: 9,683 shares; 2025Q3: 9,898 shares; 2025Q4: 12,428 shares; 2026Q1: 12,321 shares; 2026Q2: 10,395 shares 10,395 $2.94M 0.01% -1,926 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345,722 shares; 2024Q4: 406,644 shares; 2025Q1: 342,672 shares; 2025Q2: 309,774 shares; 2025Q3: 322,047 shares; 2025Q4: 316,124 shares; 2026Q1: 297,792 shares; 2026Q2: 266,988 shares 266,988 $2.94M 0.01% -30,804 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: 18,540 shares; 2024Q4: 21,224 shares; 2025Q1: 40,485 shares; 2025Q2: 43,282 shares; 2025Q3: 48,823 shares; 2025Q4: 59,027 shares; 2026Q1: 52,020 shares; 2026Q2: 54,784 shares 54,784 $2.93M 0.01% +2,764 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 935,044 shares; 2025Q1: 587,231 shares; 2025Q2: 230,047 shares; 2025Q3: 165,674 shares; 2025Q4: 70,082 shares; 2026Q1: 51,321 shares; 2026Q2: 60,323 shares 60,323 $2.92M 0.01% +9,002 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: 40,262 shares; 2024Q4: 39,764 shares; 2025Q1: 50,599 shares; 2025Q2: 49,818 shares; 2025Q3: 49,107 shares; 2025Q4: 47,175 shares; 2026Q1: 43,244 shares; 2026Q2: 40,241 shares 40,241 $2.91M 0.01% -3,003 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,813 shares; 2024Q4: 40,809 shares; 2025Q1: 40,556 shares; 2025Q2: 40,475 shares; 2025Q3: 40,482 shares; 2025Q4: 42,768 shares; 2026Q1: 40,442 shares; 2026Q2: 40,549 shares 40,549 $2.87M 0.01% +107 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,591 shares; 2024Q4: 14,549 shares; 2025Q1: 14,178 shares; 2025Q2: 15,984 shares; 2025Q3: 17,047 shares; 2025Q4: 18,909 shares; 2026Q1: 24,973 shares; 2026Q2: 27,209 shares 27,209 $2.86M 0.01% +2,236 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,275 shares; 2024Q4: 15,910 shares; 2025Q1: 16,564 shares; 2025Q2: 18,132 shares; 2025Q3: 24,151 shares; 2025Q4: 24,439 shares; 2026Q1: 23,129 shares; 2026Q2: 23,508 shares 23,508 $2.85M 0.01% +379 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: 4,058 shares; 2024Q4: 14,752 shares; 2025Q1: 15,217 shares; 2025Q2: 12,315 shares; 2025Q3: 13,352 shares; 2025Q4: 12,627 shares; 2026Q1: 21,242 shares; 2026Q2: 17,939 shares 17,939 $2.85M 0.01% -3,303 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: 13,211 shares; 2024Q4: 32,720 shares; 2025Q1: 27,841 shares; 2025Q2: 32,531 shares; 2025Q3: 34,612 shares; 2025Q4: 34,589 shares; 2026Q1: 34,078 shares; 2026Q2: 34,110 shares 34,110 $2.83M 0.01% +32 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,607 shares; 2024Q4: 21,445 shares; 2025Q1: 19,784 shares; 2025Q2: 24,934 shares; 2025Q3: 26,276 shares; 2025Q4: 29,529 shares; 2026Q1: 38,002 shares; 2026Q2: 44,560 shares 44,560 $2.82M 0.01% +6,558 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,075 shares; 2025Q3: 28,119 shares; 2025Q4: 40,283 shares; 2026Q1: 52,798 shares; 2026Q2: 54,102 shares 54,102 $2.81M 0.01% +1,304 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,764 shares; 2024Q4: 144,931 shares; 2025Q1: 154,776 shares; 2025Q2: 155,034 shares; 2025Q3: 166,234 shares; 2025Q4: 175,059 shares; 2026Q1: 174,730 shares; 2026Q2: 183,809 shares 183,809 $2.79M 0.01% +9,079 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,471 shares; 2024Q4: 24,688 shares; 2025Q1: 25,030 shares; 2025Q2: 30,027 shares; 2025Q3: 33,246 shares; 2025Q4: 36,037 shares; 2026Q1: 39,779 shares; 2026Q2: 48,470 shares 48,470 $2.78M 0.01% +8,691 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: 13,845 shares; 2024Q4: 16,151 shares; 2025Q1: 15,182 shares; 2025Q2: 29,236 shares; 2025Q3: 29,741 shares; 2025Q4: 35,597 shares; 2026Q1: 47,073 shares; 2026Q2: 49,334 shares 49,334 $2.78M 0.01% +2,261 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,876 shares; 2024Q4: 62,434 shares; 2025Q1: 64,825 shares; 2025Q2: 79,683 shares; 2025Q3: 105,568 shares; 2025Q4: 119,626 shares; 2026Q1: 125,172 shares; 2026Q2: 110,809 shares 110,809 $2.78M 0.01% -14,363 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,691 shares; 2024Q4: 5,712 shares; 2025Q1: 5,803 shares; 2025Q2: 5,956 shares; 2025Q3: 6,346 shares; 2025Q4: 10,554 shares; 2026Q1: 12,236 shares; 2026Q2: 12,090 shares 12,090 $2.77M 0.01% -146 Timeline