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: 3,205,369 shares; 2024Q4: 3,613,912 shares; 2025Q1: 4,023,317 shares; 2025Q2: 4,312,251 shares; 2025Q3: 4,554,909 shares; 2025Q4: 4,917,441 shares; 2026Q1: 5,218,730 shares; 2026Q2: 5,508,862 shares 5,508,862 $484M 8.9% +290,132 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,877,590 shares; 2024Q4: 2,220,633 shares; 2025Q1: 2,494,414 shares; 2025Q2: 2,649,344 shares; 2025Q3: 2,855,180 shares; 2025Q4: 3,132,601 shares; 2026Q1: 3,394,321 shares; 2026Q2: 3,705,860 shares 3,705,860 $358M 6.58% +311,539 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: 3,260,561 shares; 2024Q4: 3,617,793 shares; 2025Q1: 3,923,459 shares; 2025Q2: 4,141,363 shares; 2025Q3: 4,470,696 shares; 2025Q4: 4,959,574 shares; 2026Q1: 5,289,178 shares; 2026Q2: 5,693,728 shares 5,693,728 $267M 4.9% +404,550 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: 348,520 shares; 2024Q4: 340,880 shares; 2025Q1: 348,814 shares; 2025Q2: 344,699 shares; 2025Q3: 322,250 shares; 2025Q4: 308,557 shares; 2026Q1: 303,803 shares; 2026Q2: 291,642 shares 291,642 $218M 4% -12,161 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,473,630 shares; 2024Q4: 5,690,525 shares; 2025Q1: 6,104,423 shares; 2025Q2: 6,389,947 shares; 2025Q3: 6,703,746 shares; 2025Q4: 7,473,456 shares; 2026Q1: 8,169,778 shares; 2026Q2: 8,863,673 shares 8,863,673 $202M 3.71% +693,895 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328,412 shares; 2024Q4: 365,560 shares; 2025Q1: 397,338 shares; 2025Q2: 420,323 shares; 2025Q3: 451,129 shares; 2025Q4: 517,375 shares; 2026Q1: 583,386 shares; 2026Q2: 632,279 shares 632,279 $156M 2.86% +48,893 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: 815,623 shares; 2024Q4: 975,785 shares; 2025Q1: 1,122,671 shares; 2025Q2: 1,306,563 shares; 2025Q3: 1,502,276 shares; 2025Q4: 1,722,529 shares; 2026Q1: 1,870,534 shares; 2026Q2: 2,036,157 shares 2,036,157 $154M 2.84% +165,623 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 808,098 shares; 2024Q4: 1,117,851 shares; 2025Q1: 1,290,398 shares; 2025Q2: 1,449,210 shares; 2025Q3: 1,776,456 shares; 2025Q4: 2,073,892 shares; 2026Q1: 2,356,271 shares; 2026Q2: 2,883,337 shares 2,883,337 $153M 2.82% +527,066 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: 134,845 shares; 2024Q4: 156,264 shares; 2025Q1: 183,036 shares; 2025Q2: 206,087 shares; 2025Q3: 231,740 shares; 2025Q4: 256,585 shares; 2026Q1: 266,977 shares; 2026Q2: 1,715,087 shares 1,715,087 $142M 2.6% +1,448,110 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,150,437 shares; 2024Q4: 1,259,783 shares; 2025Q1: 1,346,379 shares; 2025Q2: 1,412,670 shares; 2025Q3: 1,615,766 shares; 2025Q4: 1,792,608 shares; 2026Q1: 2,070,258 shares; 2026Q2: 2,200,571 shares 2,200,571 $128M 2.35% +130,313 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: 426,442 shares; 2024Q4: 446,037 shares; 2025Q1: 455,868 shares; 2025Q2: 461,990 shares; 2025Q3: 463,216 shares; 2025Q4: 469,285 shares; 2026Q1: 467,630 shares; 2026Q2: 445,642 shares 445,642 $105M 1.94% -21,988 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: 661,438 shares; 2024Q4: 715,040 shares; 2025Q1: 772,819 shares; 2025Q2: 807,749 shares; 2025Q3: 784,549 shares; 2025Q4: 844,550 shares; 2026Q1: 1,060,953 shares; 2026Q2: 1,200,953 shares 1,200,953 $99.5M 1.83% +140,000 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 444,357 shares; 2024Q4: 493,402 shares; 2025Q1: 531,083 shares; 2025Q2: 559,551 shares; 2025Q3: 633,358 shares; 2025Q4: 700,484 shares; 2026Q1: 738,417 shares; 2026Q2: 813,576 shares 813,576 $70.3M 1.29% +75,159 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 939,577 shares; 2024Q4: 965,739 shares; 2025Q1: 918,698 shares; 2025Q2: 897,233 shares; 2025Q3: 930,109 shares; 2025Q4: 908,470 shares; 2026Q1: 831,189 shares; 2026Q2: 818,344 shares 818,344 $67.2M 1.23% -12,845 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: 440,312 shares; 2024Q4: 461,753 shares; 2025Q1: 482,566 shares; 2025Q2: 473,318 shares; 2025Q3: 537,320 shares; 2025Q4: 552,162 shares; 2026Q1: 581,266 shares; 2026Q2: 611,249 shares 611,249 $63.5M 1.17% +29,983 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: 238,230 shares; 2024Q4: 238,096 shares; 2025Q1: 244,638 shares; 2025Q2: 246,732 shares; 2025Q3: 274,334 shares; 2025Q4: 284,017 shares; 2026Q1: 287,014 shares; 2026Q2: 281,942 shares 281,942 $56.4M 1.04% -5,072 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,919 shares; 2025Q3: 296,678 shares; 2025Q4: 340,032 shares; 2026Q1: 283,971 shares; 2026Q2: 348,450 shares 348,450 $56.3M 1.03% +64,479 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: 640,696 shares; 2024Q4: 613,091 shares; 2025Q1: 586,168 shares; 2025Q2: 625,749 shares; 2025Q3: 664,443 shares; 2025Q4: 633,324 shares; 2026Q1: 694,996 shares; 2026Q2: 703,186 shares 703,186 $55.6M 1.02% +8,190 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 401,020 shares; 2024Q4: 442,401 shares; 2025Q1: 546,464 shares; 2025Q2: 604,521 shares; 2025Q3: 717,937 shares; 2025Q4: 815,286 shares; 2026Q1: 987,732 shares; 2026Q2: 1,056,853 shares 1,056,853 $55.4M 1.02% +69,121 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: 61,224 shares; 2024Q4: 59,813 shares; 2025Q1: 64,081 shares; 2025Q2: 66,907 shares; 2025Q3: 62,615 shares; 2025Q4: 65,485 shares; 2026Q1: 72,567 shares; 2026Q2: 73,012 shares 73,012 $54.7M 1% +445 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: 70,449 shares; 2024Q4: 71,660 shares; 2025Q1: 74,783 shares; 2025Q2: 75,271 shares; 2025Q3: 75,978 shares; 2025Q4: 77,056 shares; 2026Q1: 77,408 shares; 2026Q2: 76,354 shares 76,354 $52.4M 0.96% -1,054 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: 87,295 shares; 2024Q4: 81,882 shares; 2025Q1: not reported; 2025Q2: 77,871 shares; 2025Q3: 76,864 shares; 2025Q4: 70,440 shares; 2026Q1: 72,338 shares; 2026Q2: 69,212 shares 69,212 $51M 0.94% -3,126 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: 255,363 shares; 2024Q4: 378,602 shares; 2025Q1: 400,985 shares; 2025Q2: 414,305 shares; 2025Q3: 473,087 shares; 2025Q4: 491,983 shares; 2026Q1: 494,966 shares; 2026Q2: 513,842 shares 513,842 $50.9M 0.93% +18,876 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: 106,889 shares; 2024Q4: 114,912 shares; 2025Q1: 117,650 shares; 2025Q2: 118,933 shares; 2025Q3: 117,771 shares; 2025Q4: 125,746 shares; 2026Q1: 162,789 shares; 2026Q2: 168,450 shares 168,450 $48.7M 0.9% +5,661 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: 135,929 shares; 2024Q4: 131,698 shares; 2025Q1: 128,041 shares; 2025Q2: 105,489 shares; 2025Q3: 96,637 shares; 2025Q4: 100,000 shares; 2026Q1: 100,267 shares; 2026Q2: 387,276 shares 387,276 $48.1M 0.88% +287,009 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 361,867 shares; 2024Q4: 373,396 shares; 2025Q1: 364,598 shares; 2025Q2: 354,984 shares; 2025Q3: 409,944 shares; 2025Q4: 413,848 shares; 2026Q1: 410,840 shares; 2026Q2: 394,622 shares 394,622 $46.3M 0.85% -16,218 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: 194,588 shares; 2024Q4: 185,607 shares; 2025Q1: 184,182 shares; 2025Q2: 190,457 shares; 2025Q3: 193,473 shares; 2025Q4: 196,244 shares; 2026Q1: 184,861 shares; 2026Q2: 188,953 shares 188,953 $41.2M 0.76% +4,092 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: 124,974 shares; 2024Q4: 118,739 shares; 2025Q1: 124,650 shares; 2025Q2: 122,537 shares; 2025Q3: 121,410 shares; 2025Q4: 121,067 shares; 2026Q1: 118,075 shares; 2026Q2: 107,255 shares 107,255 $40M 0.74% -10,820 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: 131,557 shares; 2024Q4: 146,188 shares; 2025Q1: 178,755 shares; 2025Q2: 218,607 shares; 2025Q3: 206,778 shares; 2025Q4: 240,652 shares; 2026Q1: 290,288 shares; 2026Q2: 302,869 shares 302,869 $38.7M 0.71% +12,581 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: 144,339 shares; 2024Q4: 143,764 shares; 2025Q1: 157,789 shares; 2025Q2: 162,271 shares; 2025Q3: 157,075 shares; 2025Q4: 156,133 shares; 2026Q1: 150,797 shares; 2026Q2: 158,196 shares 158,196 $37.7M 0.69% +7,399 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: 48,224 shares; 2024Q4: 48,156 shares; 2025Q1: 54,842 shares; 2025Q2: 57,567 shares; 2025Q3: 67,063 shares; 2025Q4: 97,091 shares; 2026Q1: 105,782 shares; 2026Q2: 461,813 shares 461,813 $37.2M 0.68% +356,031 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: 111,705 shares; 2024Q4: 101,900 shares; 2025Q1: 98,471 shares; 2025Q2: 84,501 shares; 2025Q3: 93,820 shares; 2025Q4: 96,766 shares; 2026Q1: 91,125 shares; 2026Q2: 98,495 shares 98,495 $35.2M 0.65% +7,370 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: 79,135 shares; 2024Q4: 76,328 shares; 2025Q1: 75,267 shares; 2025Q2: 72,532 shares; 2025Q3: 66,510 shares; 2025Q4: 64,050 shares; 2026Q1: 67,546 shares; 2026Q2: 392,904 shares 392,904 $33.8M 0.62% +325,358 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: 218,664 shares; 2024Q4: 244,933 shares; 2025Q1: 245,377 shares; 2025Q2: 269,337 shares; 2025Q3: 303,386 shares; 2025Q4: 323,846 shares; 2026Q1: 339,843 shares; 2026Q2: 400,976 shares 400,976 $33.1M 0.61% +61,133 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: 98,132 shares; 2024Q4: 461,529 shares; 2025Q1: 637,150 shares; 2025Q2: 686,148 shares; 2025Q3: 703,345 shares; 2025Q4: 844,739 shares; 2026Q1: 910,065 shares; 2026Q2: 892,451 shares 892,451 $30.2M 0.55% -17,614 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: 333,444 shares; 2024Q4: 321,629 shares; 2025Q1: 257,609 shares; 2025Q2: 276,164 shares; 2025Q3: 245,036 shares; 2025Q4: 229,265 shares; 2026Q1: 225,227 shares; 2026Q2: 208,318 shares 208,318 $28.7M 0.53% -16,909 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: 31,095 shares; 2024Q4: 34,146 shares; 2025Q1: 35,254 shares; 2025Q2: 39,050 shares; 2025Q3: 48,717 shares; 2025Q4: 98,908 shares; 2026Q1: 364,701 shares; 2026Q2: 370,014 shares 370,014 $28.3M 0.52% +5,313 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: 175,934 shares; 2024Q4: 184,724 shares; 2025Q1: 197,568 shares; 2025Q2: 204,954 shares; 2025Q3: 210,314 shares; 2025Q4: 215,231 shares; 2026Q1: 214,063 shares; 2026Q2: 238,349 shares 238,349 $26M 0.48% +24,286 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: 414,663 shares; 2024Q4: 387,708 shares; 2025Q1: 375,378 shares; 2025Q2: 361,893 shares; 2025Q3: 341,245 shares; 2025Q4: 328,581 shares; 2026Q1: 330,663 shares; 2026Q2: 325,897 shares 325,897 $25.1M 0.46% -4,766 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: 267,125 shares; 2024Q4: 816,753 shares; 2025Q1: 853,767 shares; 2025Q2: 1,004,274 shares; 2025Q3: 797,743 shares; 2025Q4: 743,973 shares; 2026Q1: 739,850 shares; 2026Q2: 791,541 shares 791,541 $25.1M 0.46% +51,691 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: 59,350 shares; 2024Q4: 60,850 shares; 2025Q1: 57,028 shares; 2025Q2: 41,188 shares; 2025Q3: 60,034 shares; 2025Q4: 68,651 shares; 2026Q1: 96,944 shares; 2026Q2: 82,735 shares 82,735 $24.9M 0.46% -14,209 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: 67,273 shares; 2024Q4: 59,360 shares; 2025Q1: 62,575 shares; 2025Q2: 69,800 shares; 2025Q3: 55,734 shares; 2025Q4: 64,927 shares; 2026Q1: 65,718 shares; 2026Q2: 62,712 shares 62,712 $23.7M 0.44% -3,006 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: 94,595 shares; 2024Q4: 94,387 shares; 2025Q1: 95,472 shares; 2025Q2: 97,085 shares; 2025Q3: 85,006 shares; 2025Q4: 83,509 shares; 2026Q1: 74,494 shares; 2026Q2: 70,249 shares 70,249 $23M 0.42% -4,245 Timeline HYS 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: 124,687 shares; 2024Q4: 139,566 shares; 2025Q1: 151,520 shares; 2025Q2: 158,694 shares; 2025Q3: 182,180 shares; 2025Q4: 198,764 shares; 2026Q1: 227,398 shares; 2026Q2: 243,726 shares 243,726 $22.8M 0.42% +16,328 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: 109,249 shares; 2024Q4: 147,935 shares; 2025Q1: 109,262 shares; 2025Q2: 112,827 shares; 2025Q3: 106,602 shares; 2025Q4: 155,876 shares; 2026Q1: 90,809 shares; 2026Q2: 92,496 shares 92,496 $22.4M 0.41% +1,687 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 280,406 shares; 2024Q4: 263,615 shares; 2025Q1: 234,479 shares; 2025Q2: 309,264 shares; 2025Q3: 413,985 shares; 2025Q4: 460,223 shares; 2026Q1: 473,908 shares; 2026Q2: 502,117 shares 502,117 $20.8M 0.38% +28,209 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,380 shares; 2024Q4: 183,505 shares; 2025Q1: 218,436 shares; 2025Q2: 253,299 shares; 2025Q3: 310,029 shares; 2025Q4: 376,965 shares; 2026Q1: 446,202 shares; 2026Q2: 525,384 shares 525,384 $19.2M 0.35% +79,182 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: 34,615 shares; 2024Q4: 39,519 shares; 2025Q1: 44,695 shares; 2025Q2: 51,235 shares; 2025Q3: 52,289 shares; 2025Q4: 46,098 shares; 2026Q1: 41,190 shares; 2026Q2: 51,460 shares 51,460 $19M 0.35% +10,270 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: 100,045 shares; 2024Q4: 106,138 shares; 2025Q1: 99,272 shares; 2025Q2: 94,595 shares; 2025Q3: 96,061 shares; 2025Q4: 89,749 shares; 2026Q1: 82,186 shares; 2026Q2: 81,123 shares 81,123 $18.4M 0.34% -1,063 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: 37,667 shares; 2024Q4: 40,388 shares; 2025Q1: 46,985 shares; 2025Q2: 51,313 shares; 2025Q3: 54,315 shares; 2025Q4: 56,994 shares; 2026Q1: 56,364 shares; 2026Q2: 58,458 shares 58,458 $17.7M 0.33% +2,094 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: 70,411 shares; 2024Q4: 68,344 shares; 2025Q1: 78,953 shares; 2025Q2: 80,146 shares; 2025Q3: 77,895 shares; 2025Q4: 68,073 shares; 2026Q1: 66,201 shares; 2026Q2: 68,085 shares 68,085 $17.1M 0.31% +1,884 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: 31,994 shares; 2024Q4: 50,171 shares; 2025Q1: 67,807 shares; 2025Q2: 88,007 shares; 2025Q3: 104,286 shares; 2025Q4: 132,212 shares; 2026Q1: 149,522 shares; 2026Q2: 159,941 shares 159,941 $17M 0.31% +10,419 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: 235,121 shares; 2024Q4: 235,015 shares; 2025Q1: 236,042 shares; 2025Q2: 206,203 shares; 2025Q3: 214,364 shares; 2025Q4: 216,461 shares; 2026Q1: 208,114 shares; 2026Q2: 216,722 shares 216,722 $16.9M 0.31% +8,608 Timeline TFI 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: 141,532 shares; 2024Q4: 186,542 shares; 2025Q1: 200,022 shares; 2025Q2: 151,882 shares; 2025Q3: 198,474 shares; 2025Q4: 246,457 shares; 2026Q1: 319,649 shares; 2026Q2: 350,211 shares 350,211 $16M 0.29% +30,562 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: 149,063 shares; 2024Q4: 149,318 shares; 2025Q1: 150,279 shares; 2025Q2: 138,647 shares; 2025Q3: 129,128 shares; 2025Q4: 116,814 shares; 2026Q1: 102,851 shares; 2026Q2: 102,219 shares 102,219 $15.2M 0.28% -632 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: 28,481 shares; 2024Q4: 34,095 shares; 2025Q1: 36,672 shares; 2025Q2: 35,477 shares; 2025Q3: 40,424 shares; 2025Q4: 40,104 shares; 2026Q1: 50,724 shares; 2026Q2: 36,978 shares 36,978 $15.1M 0.28% -13,746 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: 41,392 shares; 2024Q4: 40,633 shares; 2025Q1: 42,782 shares; 2025Q2: 40,884 shares; 2025Q3: 41,064 shares; 2025Q4: 34,557 shares; 2026Q1: 33,435 shares; 2026Q2: 25,707 shares 25,707 $14.5M 0.27% -7,728 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,644 shares; 2024Q4: 132,023 shares; 2025Q1: 131,901 shares; 2025Q2: 130,802 shares; 2025Q3: 134,506 shares; 2025Q4: 137,240 shares; 2026Q1: 145,942 shares; 2026Q2: 150,950 shares 150,950 $14.3M 0.26% +5,008 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: 35,151 shares; 2024Q4: 33,477 shares; 2025Q1: 38,490 shares; 2025Q2: 30,941 shares; 2025Q3: 35,805 shares; 2025Q4: 34,909 shares; 2026Q1: 43,498 shares; 2026Q2: 40,357 shares 40,357 $14.3M 0.26% -3,141 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: 21,340 shares; 2024Q4: 20,864 shares; 2025Q1: 21,154 shares; 2025Q2: 19,930 shares; 2025Q3: 20,902 shares; 2025Q4: 17,751 shares; 2026Q1: 15,370 shares; 2026Q2: 12,122 shares 12,122 $14M 0.26% -3,248 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: 73,148 shares; 2024Q4: 73,814 shares; 2025Q1: 77,968 shares; 2025Q2: 79,358 shares; 2025Q3: 86,495 shares; 2025Q4: 80,003 shares; 2026Q1: 92,800 shares; 2026Q2: 81,313 shares 81,313 $13.5M 0.25% -11,487 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,892 shares; 2024Q4: 40,148 shares; 2025Q1: 49,572 shares; 2025Q2: 55,474 shares; 2025Q3: 56,725 shares; 2025Q4: 56,547 shares; 2026Q1: 62,431 shares; 2026Q2: 68,937 shares 68,937 $13M 0.24% +6,506 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: 19,265 shares; 2024Q4: 17,966 shares; 2025Q1: 19,141 shares; 2025Q2: 14,481 shares; 2025Q3: 13,731 shares; 2025Q4: 13,544 shares; 2026Q1: 13,535 shares; 2026Q2: 106,448 shares 106,448 $12.7M 0.23% +92,913 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: 46,916 shares; 2024Q4: 48,927 shares; 2025Q1: 52,282 shares; 2025Q2: 60,165 shares; 2025Q3: 64,568 shares; 2025Q4: 63,820 shares; 2026Q1: 62,064 shares; 2026Q2: 80,521 shares 80,521 $12.6M 0.23% +18,457 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: 116,416 shares; 2024Q4: 112,160 shares; 2025Q1: 114,036 shares; 2025Q2: 102,878 shares; 2025Q3: 96,482 shares; 2025Q4: 90,288 shares; 2026Q1: 72,904 shares; 2026Q2: 68,760 shares 68,760 $12.4M 0.23% -4,144 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,406 shares; 2024Q4: 180,977 shares; 2025Q1: 178,677 shares; 2025Q2: 167,432 shares; 2025Q3: 151,762 shares; 2025Q4: 156,294 shares; 2026Q1: 163,011 shares; 2026Q2: 160,087 shares 160,087 $12.3M 0.23% -2,924 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: 21,191 shares; 2024Q4: not reported; 2025Q1: 21,094 shares; 2025Q2: 26,672 shares; 2025Q3: 28,717 shares; 2025Q4: 28,608 shares; 2026Q1: 26,987 shares; 2026Q2: 25,157 shares 25,157 $12M 0.22% -1,830 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: 128,339 shares; 2024Q4: 115,083 shares; 2025Q1: 99,275 shares; 2025Q2: 98,106 shares; 2025Q3: 93,300 shares; 2025Q4: 83,160 shares; 2026Q1: 80,317 shares; 2026Q2: 78,494 shares 78,494 $11.9M 0.22% -1,823 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: 125,069 shares; 2024Q4: 128,392 shares; 2025Q1: 146,621 shares; 2025Q2: 150,175 shares; 2025Q3: 147,939 shares; 2025Q4: 152,009 shares; 2026Q1: 153,269 shares; 2026Q2: 161,225 shares 161,225 $11.8M 0.22% +7,956 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,799 shares; 2024Q4: 120,807 shares; 2025Q1: 142,370 shares; 2025Q2: 153,411 shares; 2025Q3: 159,024 shares; 2025Q4: 168,129 shares; 2026Q1: 173,123 shares; 2026Q2: 167,958 shares 167,958 $11.6M 0.21% -5,165 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: 46,938 shares; 2024Q4: 31,265 shares; 2025Q1: 78,914 shares; 2025Q2: 99,674 shares; 2025Q3: 116,729 shares; 2025Q4: 111,339 shares; 2026Q1: 107,206 shares; 2026Q2: 111,151 shares 111,151 $11.5M 0.21% +3,945 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,436 shares; 2026Q2: 66,383 shares 66,383 $11.3M 0.21% +56,947 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,681 shares; 2024Q4: 144,648 shares; 2025Q1: 146,882 shares; 2025Q2: 150,058 shares; 2025Q3: 126,322 shares; 2025Q4: 139,246 shares; 2026Q1: 151,061 shares; 2026Q2: 164,347 shares 164,347 $11.1M 0.2% +13,286 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: 4,970 shares; 2024Q4: 5,786 shares; 2025Q1: 7,021 shares; 2025Q2: 7,261 shares; 2025Q3: 10,338 shares; 2025Q4: 19,866 shares; 2026Q1: 27,019 shares; 2026Q2: 31,576 shares 31,576 $10.9M 0.2% +4,557 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: 68,611 shares; 2024Q4: 67,994 shares; 2025Q1: 85,435 shares; 2025Q2: 83,327 shares; 2025Q3: 92,165 shares; 2025Q4: 87,108 shares; 2026Q1: 81,617 shares; 2026Q2: 78,575 shares 78,575 $10.6M 0.2% -3,042 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: 35,885 shares; 2024Q4: 37,098 shares; 2025Q1: 37,574 shares; 2025Q2: 30,762 shares; 2025Q3: 38,535 shares; 2025Q4: 92,907 shares; 2026Q1: 94,858 shares; 2026Q2: 99,940 shares 99,940 $10.6M 0.2% +5,082 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: 61,060 shares; 2024Q4: 58,274 shares; 2025Q1: 98,425 shares; 2025Q2: 117,926 shares; 2025Q3: 106,274 shares; 2025Q4: 108,167 shares; 2026Q1: 125,761 shares; 2026Q2: 133,648 shares 133,648 $10.5M 0.19% +7,887 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: 33,076 shares; 2024Q4: 56,407 shares; 2025Q1: 61,908 shares; 2025Q2: 64,810 shares; 2025Q3: 66,805 shares; 2025Q4: 54,168 shares; 2026Q1: 32,478 shares; 2026Q2: 40,175 shares 40,175 $10.2M 0.19% +7,697 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: 98,409 shares; 2024Q4: 97,157 shares; 2025Q1: 103,804 shares; 2025Q2: 102,647 shares; 2025Q3: 99,734 shares; 2025Q4: 104,964 shares; 2026Q1: 91,548 shares; 2026Q2: 84,442 shares 84,442 $9.92M 0.18% -7,106 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: 43,521 shares; 2024Q4: 42,652 shares; 2025Q1: 46,732 shares; 2025Q2: 48,481 shares; 2025Q3: 51,625 shares; 2025Q4: 52,895 shares; 2026Q1: 82,077 shares; 2026Q2: 89,220 shares 89,220 $9.84M 0.18% +7,143 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 227,937 shares; 2024Q4: 259,052 shares; 2025Q1: 248,549 shares; 2025Q2: 245,526 shares; 2025Q3: 246,072 shares; 2025Q4: 238,126 shares; 2026Q1: 216,392 shares; 2026Q2: 201,593 shares 201,593 $9.67M 0.18% -14,799 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: 171,605 shares; 2024Q4: 182,327 shares; 2025Q1: 173,466 shares; 2025Q2: 159,729 shares; 2025Q3: 117,184 shares; 2025Q4: 105,148 shares; 2026Q1: 93,484 shares; 2026Q2: 86,730 shares 86,730 $9.55M 0.18% -6,754 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: 150,403 shares; 2024Q4: 149,600 shares; 2025Q1: 152,555 shares; 2025Q2: 153,772 shares; 2025Q3: 160,311 shares; 2025Q4: 165,360 shares; 2026Q1: 166,045 shares; 2026Q2: 178,378 shares 178,378 $9.02M 0.17% +12,333 Timeline SJNK 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: 73,776 shares; 2024Q4: 88,884 shares; 2025Q1: 119,660 shares; 2025Q2: 126,204 shares; 2025Q3: 192,048 shares; 2025Q4: 231,614 shares; 2026Q1: 269,415 shares; 2026Q2: 360,371 shares 360,371 $9.02M 0.17% +90,956 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: 258,954 shares; 2024Q4: 261,250 shares; 2025Q1: 269,244 shares; 2025Q2: 274,719 shares; 2025Q3: 221,336 shares; 2025Q4: 148,620 shares; 2026Q1: 195,986 shares; 2026Q2: 211,837 shares 211,837 $8.97M 0.16% +15,851 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,638 shares; 2024Q4: 81,993 shares; 2025Q1: 103,345 shares; 2025Q2: 109,604 shares; 2025Q3: 134,654 shares; 2025Q4: 159,540 shares; 2026Q1: 161,038 shares; 2026Q2: 164,313 shares 164,313 $8.84M 0.16% +3,275 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: 20,088 shares; 2024Q4: 19,764 shares; 2025Q1: 19,388 shares; 2025Q2: 20,556 shares; 2025Q3: 20,896 shares; 2025Q4: 20,657 shares; 2026Q1: 17,795 shares; 2026Q2: 17,005 shares 17,005 $8.73M 0.16% -790 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: 76,754 shares; 2024Q4: 74,829 shares; 2025Q1: 74,041 shares; 2025Q2: 75,877 shares; 2025Q3: 112,633 shares; 2025Q4: 110,711 shares; 2026Q1: 107,349 shares; 2026Q2: 105,248 shares 105,248 $8.7M 0.16% -2,101 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: 3,480 shares; 2024Q4: 2,970 shares; 2025Q1: 3,043 shares; 2025Q2: 4,036 shares; 2025Q3: 3,397 shares; 2025Q4: 2,145 shares; 2026Q1: 2,107 shares; 2026Q2: 28,122 shares 28,122 $8.48M 0.16% +26,015 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,577 shares; 2025Q4: 89,756 shares; 2026Q1: 128,192 shares; 2026Q2: 175,450 shares 175,450 $8.47M 0.16% +47,258 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: 57,509 shares; 2024Q4: 53,505 shares; 2025Q1: 45,225 shares; 2025Q2: 44,656 shares; 2025Q3: 65,256 shares; 2025Q4: 83,200 shares; 2026Q1: 69,921 shares; 2026Q2: 65,996 shares 65,996 $8.34M 0.15% -3,925 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,467 shares; 2024Q4: 43,917 shares; 2025Q1: 40,188 shares; 2025Q2: 105,819 shares; 2025Q3: 119,432 shares; 2025Q4: 113,560 shares; 2026Q1: 133,493 shares; 2026Q2: 133,095 shares 133,095 $8.22M 0.15% -398 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: 83,039 shares; 2024Q4: 68,916 shares; 2025Q1: 78,174 shares; 2025Q2: 63,164 shares; 2025Q3: 24,481 shares; 2025Q4: 39,014 shares; 2026Q1: 59,416 shares; 2026Q2: 63,772 shares 63,772 $8.19M 0.15% +4,356 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,117 shares; 2024Q4: 112,168 shares; 2025Q1: 129,847 shares; 2025Q2: 140,891 shares; 2025Q3: 179,751 shares; 2025Q4: 201,883 shares; 2026Q1: 243,349 shares; 2026Q2: 270,849 shares 270,849 $8.13M 0.15% +27,500 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: 200,657 shares; 2024Q4: 198,051 shares; 2025Q1: 203,684 shares; 2025Q2: 201,114 shares; 2025Q3: 141,699 shares; 2025Q4: 132,644 shares; 2026Q1: 130,192 shares; 2026Q2: 132,350 shares 132,350 $7.99M 0.15% +2,158 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: 15,017 shares; 2024Q4: 16,092 shares; 2025Q1: 20,079 shares; 2025Q2: 18,366 shares; 2025Q3: 21,196 shares; 2025Q4: 16,110 shares; 2026Q1: 12,910 shares; 2026Q2: 10,911 shares 10,911 $7.89M 0.14% -1,999 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: 20,345 shares; 2024Q4: 19,765 shares; 2025Q1: 19,953 shares; 2025Q2: 21,861 shares; 2025Q3: 22,017 shares; 2025Q4: 21,636 shares; 2026Q1: 20,610 shares; 2026Q2: 18,963 shares 18,963 $7.53M 0.14% -1,647 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: 14,962 shares; 2024Q4: 15,163 shares; 2025Q1: 15,049 shares; 2025Q2: 16,903 shares; 2025Q3: 15,514 shares; 2025Q4: 16,320 shares; 2026Q1: 16,859 shares; 2026Q2: 14,981 shares 14,981 $7.5M 0.14% -1,878 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: 11,046 shares; 2024Q4: 25,186 shares; 2025Q1: 12,757 shares; 2025Q2: 14,541 shares; 2025Q3: 14,971 shares; 2025Q4: 15,430 shares; 2026Q1: 16,152 shares; 2026Q2: 17,067 shares 17,067 $7.18M 0.13% +915 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,737 shares; 2024Q4: 42,884 shares; 2025Q1: 38,738 shares; 2025Q2: 29,476 shares; 2025Q3: 26,082 shares; 2025Q4: 43,007 shares; 2026Q1: 75,338 shares; 2026Q2: 72,725 shares 72,725 $7.15M 0.13% -2,613 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: 57,790 shares; 2024Q4: 68,500 shares; 2025Q1: 63,360 shares; 2025Q2: 65,557 shares; 2025Q3: 74,631 shares; 2025Q4: 83,460 shares; 2026Q1: 94,063 shares; 2026Q2: 98,071 shares 98,071 $6.99M 0.13% +4,008 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,952 shares; 2024Q4: 19,790 shares; 2025Q1: 18,878 shares; 2025Q2: 19,334 shares; 2025Q3: 23,052 shares; 2025Q4: 19,782 shares; 2026Q1: 20,045 shares; 2026Q2: 18,650 shares 18,650 $6.9M 0.13% -1,395 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: 42,314 shares; 2024Q4: 46,023 shares; 2025Q1: 45,927 shares; 2025Q2: 83,382 shares; 2025Q3: 59,438 shares; 2025Q4: 78,128 shares; 2026Q1: 70,091 shares; 2026Q2: 63,764 shares 63,764 $6.86M 0.13% -6,327 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: 12,543 shares; 2024Q4: 5,438 shares; 2025Q1: 5,607 shares; 2025Q2: 5,922 shares; 2025Q3: 5,898 shares; 2025Q4: 5,567 shares; 2026Q1: 5,854 shares; 2026Q2: 5,646 shares 5,646 $6.77M 0.12% -208 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: 35,489 shares; 2024Q4: 32,218 shares; 2025Q1: 27,497 shares; 2025Q2: 29,490 shares; 2025Q3: 23,029 shares; 2025Q4: 17,358 shares; 2026Q1: 18,646 shares; 2026Q2: 19,732 shares 19,732 $6.77M 0.12% +1,086 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: 18,563 shares; 2024Q4: 18,971 shares; 2025Q1: 19,203 shares; 2025Q2: 17,102 shares; 2025Q3: 15,849 shares; 2025Q4: 14,588 shares; 2026Q1: 19,619 shares; 2026Q2: 18,898 shares 18,898 $6.66M 0.12% -721 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,957 shares; 2024Q4: 30,231 shares; 2025Q1: 31,544 shares; 2025Q2: 30,316 shares; 2025Q3: 35,788 shares; 2025Q4: 31,136 shares; 2026Q1: 50,986 shares; 2026Q2: 56,354 shares 56,354 $6.58M 0.12% +5,368 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,246 shares; 2024Q4: 13,791 shares; 2025Q1: 14,504 shares; 2025Q2: 14,477 shares; 2025Q3: 9,080 shares; 2025Q4: 8,795 shares; 2026Q1: 9,757 shares; 2026Q2: 12,679 shares 12,679 $6.58M 0.12% +2,922 Timeline NLR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,744 shares; 2026Q2: 56,506 shares 56,506 $6.55M 0.12% +11,762 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: 4,966 shares; 2024Q4: 6,507 shares; 2025Q1: 3,440 shares; 2025Q2: 3,567 shares; 2025Q3: 3,475 shares; 2025Q4: 6,459 shares; 2026Q1: 6,603 shares; 2026Q2: 6,467 shares 6,467 $6.54M 0.12% -136 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: 6,017 shares; 2024Q4: 3,002 shares; 2025Q1: 1,410 shares; 2025Q2: 2,510 shares; 2025Q3: 1,210 shares; 2025Q4: 1,477 shares; 2026Q1: 2,650 shares; 2026Q2: 3,251 shares 3,251 $6.47M 0.12% +601 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: 45,546 shares; 2024Q4: 49,821 shares; 2025Q1: 51,629 shares; 2025Q2: 51,460 shares; 2025Q3: 55,327 shares; 2025Q4: 51,589 shares; 2026Q1: 51,235 shares; 2026Q2: 50,890 shares 50,890 $6.44M 0.12% -345 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: 21,642 shares; 2024Q4: 22,638 shares; 2025Q1: 24,113 shares; 2025Q2: 25,608 shares; 2025Q3: 26,285 shares; 2025Q4: 22,859 shares; 2026Q1: 18,033 shares; 2026Q2: 17,457 shares 17,457 $6.32M 0.12% -576 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,175 shares; 2024Q4: 28,663 shares; 2025Q1: 18,829 shares; 2025Q2: 18,321 shares; 2025Q3: 65,744 shares; 2025Q4: 62,413 shares; 2026Q1: 62,202 shares; 2026Q2: 67,013 shares 67,013 $6.11M 0.11% +4,811 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: 70,277 shares; 2024Q4: 70,378 shares; 2025Q1: 74,537 shares; 2025Q2: 78,517 shares; 2025Q3: 72,851 shares; 2025Q4: 58,849 shares; 2026Q1: 39,727 shares; 2026Q2: 44,580 shares 44,580 $6.1M 0.11% +4,853 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: 99,295 shares; 2024Q4: 100,348 shares; 2025Q1: 111,534 shares; 2025Q2: 114,764 shares; 2025Q3: 130,375 shares; 2025Q4: 116,307 shares; 2026Q1: 109,357 shares; 2026Q2: 111,196 shares 111,196 $6.03M 0.11% +1,839 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: 16,685 shares; 2024Q4: 17,791 shares; 2025Q1: 19,894 shares; 2025Q2: 16,450 shares; 2025Q3: 15,280 shares; 2025Q4: 31,451 shares; 2026Q1: 29,922 shares; 2026Q2: 31,544 shares 31,544 $6.01M 0.11% +1,622 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: 740 shares; 2024Q4: 3,769 shares; 2025Q1: 9,545 shares; 2025Q2: 11,175 shares; 2025Q3: 8,338 shares; 2025Q4: 5,574 shares; 2026Q1: 5,602 shares; 2026Q2: 5,090 shares 5,090 $5.98M 0.11% -512 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,587 shares; 2024Q4: 60,132 shares; 2025Q1: 63,390 shares; 2025Q2: 68,219 shares; 2025Q3: 73,215 shares; 2025Q4: 73,166 shares; 2026Q1: 77,913 shares; 2026Q2: 70,310 shares 70,310 $5.95M 0.11% -7,603 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: 51,261 shares; 2024Q4: 48,524 shares; 2025Q1: not reported; 2025Q2: 48,108 shares; 2025Q3: 42,495 shares; 2025Q4: 41,315 shares; 2026Q1: 35,678 shares; 2026Q2: 30,783 shares 30,783 $5.84M 0.11% -4,895 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: 3,003 shares; 2024Q4: 2,951 shares; 2025Q1: 3,020 shares; 2025Q2: 2,463 shares; 2025Q3: 2,457 shares; 2025Q4: 5,107 shares; 2026Q1: 4,862 shares; 2026Q2: 5,474 shares 5,474 $5.83M 0.11% +612 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: 10,528 shares; 2024Q4: 7,566 shares; 2025Q1: 5,738 shares; 2025Q2: 6,686 shares; 2025Q3: 6,815 shares; 2025Q4: 9,969 shares; 2026Q1: 11,663 shares; 2026Q2: 9,972 shares 9,972 $5.79M 0.11% -1,691 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: 18,246 shares; 2025Q1: 19,638 shares; 2025Q2: 10,268 shares; 2025Q3: 30,000 shares; 2025Q4: 30,945 shares; 2026Q1: 30,951 shares; 2026Q2: 33,804 shares 33,804 $5.74M 0.11% +2,853 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: 52,755 shares; 2024Q4: 164,172 shares; 2025Q1: 164,825 shares; 2025Q2: 183,614 shares; 2025Q3: 181,420 shares; 2025Q4: 186,757 shares; 2026Q1: 193,591 shares; 2026Q2: 194,923 shares 194,923 $5.74M 0.11% +1,332 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,585 shares; 2024Q4: 43,155 shares; 2025Q1: 14,514 shares; 2025Q2: 14,106 shares; 2025Q3: 62,648 shares; 2025Q4: 48,081 shares; 2026Q1: 92,854 shares; 2026Q2: 98,061 shares 98,061 $5.67M 0.1% +5,207 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: 17,677 shares; 2024Q4: 75,952 shares; 2025Q1: 99,982 shares; 2025Q2: 92,719 shares; 2025Q3: 100,030 shares; 2025Q4: 102,718 shares; 2026Q1: 115,089 shares; 2026Q2: 136,630 shares 136,630 $5.56M 0.1% +21,541 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,949 shares; 2024Q4: 17,048 shares; 2025Q1: 46,826 shares; 2025Q2: 80,048 shares; 2025Q3: 98,910 shares; 2025Q4: 91,450 shares; 2026Q1: 111,242 shares; 2026Q2: 116,874 shares 116,874 $5.56M 0.1% +5,632 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,796 shares; 2024Q4: 93,033 shares; 2025Q1: 108,510 shares; 2025Q2: 110,641 shares; 2025Q3: 120,147 shares; 2025Q4: 101,009 shares; 2026Q1: 130,249 shares; 2026Q2: 130,032 shares 130,032 $5.55M 0.1% -217 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: 39,412 shares; 2024Q4: 38,875 shares; 2025Q1: 40,743 shares; 2025Q2: 42,313 shares; 2025Q3: 43,692 shares; 2025Q4: 41,066 shares; 2026Q1: 37,758 shares; 2026Q2: 38,884 shares 38,884 $5.44M 0.1% +1,126 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: 2,074 shares; 2024Q4: 2,083 shares; 2025Q1: 2,006 shares; 2025Q2: 4,180 shares; 2025Q3: 9,123 shares; 2025Q4: 21,228 shares; 2026Q1: 24,718 shares; 2026Q2: 24,554 shares 24,554 $5.42M 0.1% -164 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,996 shares; 2024Q4: 77,903 shares; 2025Q1: 82,377 shares; 2025Q2: 67,258 shares; 2025Q3: 60,335 shares; 2025Q4: 58,636 shares; 2026Q1: 55,282 shares; 2026Q2: 47,169 shares 47,169 $5.42M 0.1% -8,113 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: 33,127 shares; 2024Q4: 30,478 shares; 2025Q1: 31,476 shares; 2025Q2: 38,950 shares; 2025Q3: 26,726 shares; 2025Q4: 24,915 shares; 2026Q1: 24,309 shares; 2026Q2: 21,716 shares 21,716 $5.35M 0.1% -2,593 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: 92,686 shares; 2024Q4: 79,309 shares; 2025Q1: 82,352 shares; 2025Q2: 89,167 shares; 2025Q3: 64,675 shares; 2025Q4: 60,985 shares; 2026Q1: 49,272 shares; 2026Q2: 47,153 shares 47,153 $5.34M 0.1% -2,119 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: 10,556 shares; 2024Q4: 11,236 shares; 2025Q1: 10,820 shares; 2025Q2: 8,959 shares; 2025Q3: 8,059 shares; 2025Q4: 15,768 shares; 2026Q1: 16,095 shares; 2026Q2: 17,895 shares 17,895 $5.33M 0.1% +1,800 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,930 shares; 2026Q1: 84,673 shares; 2026Q2: 68,569 shares 68,569 $5.33M 0.1% -16,104 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: 338 shares; 2024Q4: 338 shares; 2025Q1: 338 shares; 2025Q2: 1,571 shares; 2025Q3: 3,403 shares; 2025Q4: 7,519 shares; 2026Q1: 9,981 shares; 2026Q2: 8,119 shares 8,119 $5.33M 0.1% -1,862 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: 32,871 shares; 2024Q4: 26,198 shares; 2025Q1: 26,848 shares; 2025Q2: 27,156 shares; 2025Q3: 36,202 shares; 2025Q4: 34,471 shares; 2026Q1: 39,573 shares; 2026Q2: 38,958 shares 38,958 $5.27M 0.1% -615 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: 124,712 shares; 2024Q4: 97,899 shares; 2025Q1: 127,653 shares; 2025Q2: 153,109 shares; 2025Q3: 233,680 shares; 2025Q4: 184,275 shares; 2026Q1: 206,096 shares; 2026Q2: 217,302 shares 217,302 $5.23M 0.1% +11,206 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: 34,325 shares; 2024Q4: 27,959 shares; 2025Q1: 35,629 shares; 2025Q2: 38,145 shares; 2025Q3: 27,174 shares; 2025Q4: 25,542 shares; 2026Q1: 25,366 shares; 2026Q2: 24,947 shares 24,947 $5.21M 0.1% -419 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: 27,278 shares; 2024Q4: 26,210 shares; 2025Q1: 24,240 shares; 2025Q2: 49,954 shares; 2025Q3: 52,742 shares; 2025Q4: 66,505 shares; 2026Q1: 75,145 shares; 2026Q2: 102,321 shares 102,321 $5.14M 0.09% +27,176 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: 8,149 shares; 2024Q4: 6,218 shares; 2025Q1: 7,550 shares; 2025Q2: 4,838 shares; 2025Q3: 5,025 shares; 2025Q4: 9,530 shares; 2026Q1: 10,400 shares; 2026Q2: 10,103 shares 10,103 $5.07M 0.09% -297 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: 43,525 shares; 2024Q4: 30,856 shares; 2025Q1: 30,167 shares; 2025Q2: 30,975 shares; 2025Q3: 30,046 shares; 2025Q4: 26,028 shares; 2026Q1: 31,813 shares; 2026Q2: 34,027 shares 34,027 $4.99M 0.09% +2,214 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,042 shares; 2025Q3: 13,170 shares; 2025Q4: 27,555 shares; 2026Q1: 37,220 shares; 2026Q2: 66,306 shares 66,306 $4.99M 0.09% +29,086 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: 19,344 shares; 2024Q4: 18,959 shares; 2025Q1: 12,400 shares; 2025Q2: 7,186 shares; 2025Q3: 7,538 shares; 2025Q4: 7,663 shares; 2026Q1: 5,820 shares; 2026Q2: 11,937 shares 11,937 $4.96M 0.09% +6,117 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,718 shares; 2024Q4: 1,691 shares; 2025Q1: 1,691 shares; 2025Q2: 2,977 shares; 2025Q3: 2,324 shares; 2025Q4: 27,182 shares; 2026Q1: 65,166 shares; 2026Q2: 86,798 shares 86,798 $4.9M 0.09% +21,632 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: 17,112 shares; 2024Q4: 16,239 shares; 2025Q1: 17,267 shares; 2025Q2: 18,389 shares; 2025Q3: 13,475 shares; 2025Q4: 13,515 shares; 2026Q1: 9,987 shares; 2026Q2: 6,777 shares 6,777 $4.83M 0.09% -3,210 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: 151 shares; 2024Q4: 23,738 shares; 2025Q1: 25,226 shares; 2025Q2: 18,182 shares; 2025Q3: 17,273 shares; 2025Q4: 18,017 shares; 2026Q1: 101,341 shares; 2026Q2: 130,818 shares 130,818 $4.82M 0.09% +29,477 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: 32,005 shares; 2024Q4: 41,353 shares; 2025Q1: 52,000 shares; 2025Q2: 63,946 shares; 2025Q3: 68,395 shares; 2025Q4: 64,732 shares; 2026Q1: 44,054 shares; 2026Q2: 35,172 shares 35,172 $4.81M 0.09% -8,882 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,195 shares; 2024Q4: 8,430 shares; 2025Q1: 9,565 shares; 2025Q2: 9,233 shares; 2025Q3: 138,635 shares; 2025Q4: 135,927 shares; 2026Q1: 138,909 shares; 2026Q2: 149,708 shares 149,708 $4.8M 0.09% +10,799 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,868 shares; 2026Q2: 89,932 shares 89,932 $4.8M 0.09% +61,064 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,119 shares; 2024Q4: 51,114 shares; 2025Q1: 68,238 shares; 2025Q2: 76,410 shares; 2025Q3: 82,441 shares; 2025Q4: 76,432 shares; 2026Q1: 54,346 shares; 2026Q2: 57,639 shares 57,639 $4.78M 0.09% +3,293 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: 13,885 shares; 2024Q4: 16,477 shares; 2025Q1: 19,384 shares; 2025Q2: 16,697 shares; 2025Q3: 18,623 shares; 2025Q4: 23,094 shares; 2026Q1: 26,361 shares; 2026Q2: 28,564 shares 28,564 $4.69M 0.09% +2,203 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: 142,540 shares; 2024Q4: 138,143 shares; 2025Q1: 148,208 shares; 2025Q2: 155,003 shares; 2025Q3: 157,577 shares; 2025Q4: 156,612 shares; 2026Q1: 145,848 shares; 2026Q2: 82,250 shares 82,250 $4.69M 0.09% -63,598 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: 74,999 shares; 2024Q4: 86,883 shares; 2025Q1: 85,956 shares; 2025Q2: 85,567 shares; 2025Q3: 87,022 shares; 2025Q4: 85,833 shares; 2026Q1: 79,190 shares; 2026Q2: 77,856 shares 77,856 $4.65M 0.09% -1,334 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: 197,315 shares; 2024Q4: 174,246 shares; 2025Q1: 130,632 shares; 2025Q2: 165,286 shares; 2025Q3: 223,324 shares; 2025Q4: 186,392 shares; 2026Q1: 238,098 shares; 2026Q2: 223,804 shares 223,804 $4.63M 0.09% -14,294 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: 71,975 shares; 2024Q4: 68,750 shares; 2025Q1: 59,073 shares; 2025Q2: 69,489 shares; 2025Q3: 67,541 shares; 2025Q4: 56,312 shares; 2026Q1: 31,938 shares; 2026Q2: 25,883 shares 25,883 $4.56M 0.08% -6,055 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,931 shares; 2024Q4: 56,153 shares; 2025Q1: 59,846 shares; 2025Q2: 66,708 shares; 2025Q3: 63,083 shares; 2025Q4: 61,895 shares; 2026Q1: 59,255 shares; 2026Q2: 54,439 shares 54,439 $4.5M 0.08% -4,816 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,271 shares; 2024Q4: 44,451 shares; 2025Q1: 46,064 shares; 2025Q2: 58,115 shares; 2025Q3: 59,120 shares; 2025Q4: 70,885 shares; 2026Q1: 72,874 shares; 2026Q2: 74,948 shares 74,948 $4.42M 0.08% +2,074 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: 37,905 shares; 2024Q4: 40,582 shares; 2025Q1: 43,030 shares; 2025Q2: 43,835 shares; 2025Q3: 42,063 shares; 2025Q4: 34,155 shares; 2026Q1: 29,785 shares; 2026Q2: 30,838 shares 30,838 $4.41M 0.08% +1,053 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,771 shares; 2024Q4: 3,837 shares; 2025Q1: 2,637 shares; 2025Q2: 4,212 shares; 2025Q3: 3,699 shares; 2025Q4: 6,383 shares; 2026Q1: 5,745 shares; 2026Q2: 6,209 shares 6,209 $4.37M 0.08% +464 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: 19,642 shares; 2024Q4: 22,344 shares; 2025Q1: 22,544 shares; 2025Q2: 22,618 shares; 2025Q3: 14,938 shares; 2025Q4: 15,985 shares; 2026Q1: 16,020 shares; 2026Q2: 15,712 shares 15,712 $4.27M 0.08% -308 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,390 shares; 2024Q4: 17,914 shares; 2025Q1: 17,336 shares; 2025Q2: 247 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,578 shares; 2026Q2: 61,430 shares 61,430 $4.18M 0.08% +56,852 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,021 shares; 2024Q4: 59,707 shares; 2025Q1: 55,898 shares; 2025Q2: 55,830 shares; 2025Q3: 56,651 shares; 2025Q4: 54,319 shares; 2026Q1: 50,613 shares; 2026Q2: 52,299 shares 52,299 $4.18M 0.08% +1,686 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,770 shares; 2024Q4: 7,013 shares; 2025Q1: 7,888 shares; 2025Q2: 8,480 shares; 2025Q3: 8,430 shares; 2025Q4: 8,801 shares; 2026Q1: 9,609 shares; 2026Q2: 47,458 shares 47,458 $4.17M 0.08% +37,849 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,553 shares; 2024Q4: 4,765 shares; 2025Q1: 4,761 shares; 2025Q2: 7,224 shares; 2025Q3: 7,048 shares; 2025Q4: 3,547 shares; 2026Q1: 24,900 shares; 2026Q2: 25,220 shares 25,220 $4.13M 0.08% +320 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,121 shares; 2024Q4: 4,982 shares; 2025Q1: 4,842 shares; 2025Q2: 4,558 shares; 2025Q3: 4,024 shares; 2025Q4: 3,692 shares; 2026Q1: 10,775 shares; 2026Q2: 9,818 shares 9,818 $4.09M 0.08% -957 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: 410 shares; 2024Q4: 389 shares; 2025Q1: 351 shares; 2025Q2: 457 shares; 2025Q3: 691 shares; 2025Q4: 5,367 shares; 2026Q1: 4,055 shares; 2026Q2: 4,215 shares 4,215 $4.07M 0.07% +160 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: 56,694 shares; 2024Q4: 57,179 shares; 2025Q1: 56,519 shares; 2025Q2: 55,363 shares; 2025Q3: 47,537 shares; 2025Q4: 44,742 shares; 2026Q1: 51,097 shares; 2026Q2: 48,476 shares 48,476 $4.06M 0.07% -2,621 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,924 shares; 2026Q2: 92,484 shares 92,484 $4.01M 0.07% +1,560 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: 1,354 shares; 2024Q4: 1,343 shares; 2025Q1: 1,521 shares; 2025Q2: 20,400 shares; 2025Q3: 20,119 shares; 2025Q4: 17,073 shares; 2026Q1: 19,273 shares; 2026Q2: 19,836 shares 19,836 $3.98M 0.07% +563 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: 5,601 shares; 2024Q4: 4,865 shares; 2025Q1: 19,808 shares; 2025Q2: 37,050 shares; 2025Q3: 38,712 shares; 2025Q4: 38,272 shares; 2026Q1: 42,992 shares; 2026Q2: 43,007 shares 43,007 $3.97M 0.07% +15 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: 20,524 shares; 2024Q4: 17,423 shares; 2025Q1: not reported; 2025Q2: 8,965 shares; 2025Q3: 4,842 shares; 2025Q4: 32,309 shares; 2026Q1: 43,144 shares; 2026Q2: 40,809 shares 40,809 $3.92M 0.07% -2,335 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: 625 shares; 2024Q4: 507 shares; 2025Q1: 491 shares; 2025Q2: 8,075 shares; 2025Q3: 8,664 shares; 2025Q4: 10,475 shares; 2026Q1: 8,744 shares; 2026Q2: 6,075 shares 6,075 $3.88M 0.07% -2,669 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: 3,033 shares; 2024Q4: 14,235 shares; 2025Q1: 15,372 shares; 2025Q2: 15,207 shares; 2025Q3: 18,412 shares; 2025Q4: 25,389 shares; 2026Q1: 35,951 shares; 2026Q2: 39,192 shares 39,192 $3.85M 0.07% +3,241 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: 64,960 shares; 2024Q4: 55,592 shares; 2025Q1: not reported; 2025Q2: 53,765 shares; 2025Q3: 55,616 shares; 2025Q4: 67,242 shares; 2026Q1: 62,433 shares; 2026Q2: 53,028 shares 53,028 $3.83M 0.07% -9,405 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,458 shares; 2025Q4: 28,346 shares; 2026Q1: 34,542 shares; 2026Q2: 92,938 shares 92,938 $3.77M 0.07% +58,396 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,595 shares; 2024Q4: 64,479 shares; 2025Q1: 55,516 shares; 2025Q2: 56,171 shares; 2025Q3: 60,918 shares; 2025Q4: 56,183 shares; 2026Q1: 55,749 shares; 2026Q2: 56,863 shares 56,863 $3.76M 0.07% +1,114 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: 32,320 shares; 2024Q4: 2,710 shares; 2025Q1: 2,589 shares; 2025Q2: 2,309 shares; 2025Q3: 36,616 shares; 2025Q4: 32,503 shares; 2026Q1: 38,089 shares; 2026Q2: 41,035 shares 41,035 $3.76M 0.07% +2,946 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: 27,736 shares; 2024Q4: 27,443 shares; 2025Q1: 17,376 shares; 2025Q2: 17,307 shares; 2025Q3: 17,411 shares; 2025Q4: 17,575 shares; 2026Q1: 14,154 shares; 2026Q2: 13,946 shares 13,946 $3.75M 0.07% -208 Timeline VPL 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: 6,876 shares; 2024Q4: 706 shares; 2025Q1: 462 shares; 2025Q2: 422 shares; 2025Q3: 518 shares; 2025Q4: 518 shares; 2026Q1: 17,141 shares; 2026Q2: 32,083 shares 32,083 $3.71M 0.07% +14,942 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,577 shares; 2026Q1: 59,564 shares; 2026Q2: 60,034 shares 60,034 $3.61M 0.07% +470 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: 17,476 shares; 2024Q4: 13,090 shares; 2025Q1: 11,953 shares; 2025Q2: 10,640 shares; 2025Q3: 12,264 shares; 2025Q4: 10,982 shares; 2026Q1: 10,300 shares; 2026Q2: 9,592 shares 9,592 $3.6M 0.07% -708 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: 8,636 shares; 2024Q4: 8,186 shares; 2025Q1: 11,451 shares; 2025Q2: 10,727 shares; 2025Q3: 10,988 shares; 2025Q4: 6,070 shares; 2026Q1: 8,694 shares; 2026Q2: 8,306 shares 8,306 $3.54M 0.07% -388 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,219 shares; 2024Q4: 10,003 shares; 2025Q1: 9,898 shares; 2025Q2: 10,398 shares; 2025Q3: 7,378 shares; 2025Q4: 7,788 shares; 2026Q1: 7,933 shares; 2026Q2: 7,657 shares 7,657 $3.52M 0.06% -276 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: 15,579 shares 15,579 $3.49M 0.06% new 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: 317 shares; 2024Q4: 317 shares; 2025Q1: 324 shares; 2025Q2: 324 shares; 2025Q3: 324 shares; 2025Q4: 279 shares; 2026Q1: 272 shares; 2026Q2: 38,735 shares 38,735 $3.46M 0.06% +38,463 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: 13,333 shares; 2024Q4: 22,294 shares; 2025Q1: 28,252 shares; 2025Q2: 31,376 shares; 2025Q3: 29,291 shares; 2025Q4: 28,799 shares; 2026Q1: 35,091 shares; 2026Q2: 35,864 shares 35,864 $3.45M 0.06% +773 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: 3,900 shares; 2024Q4: 3,777 shares; 2025Q1: 11,878 shares; 2025Q2: 13,362 shares; 2025Q3: 12,649 shares; 2025Q4: 13,970 shares; 2026Q1: 13,572 shares; 2026Q2: 12,734 shares 12,734 $3.44M 0.06% -838 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: 98,284 shares; 2024Q4: 99,473 shares; 2025Q1: 103,844 shares; 2025Q2: 94,947 shares; 2025Q3: 84,314 shares; 2025Q4: 81,649 shares; 2026Q1: 76,979 shares; 2026Q2: 38,933 shares 38,933 $3.42M 0.06% -38,046 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: 15,440 shares 15,440 $3.41M 0.06% new 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: 5,973 shares; 2024Q4: 5,940 shares; 2025Q1: 5,625 shares; 2025Q2: 7,823 shares; 2025Q3: 6,977 shares; 2025Q4: 4,845 shares; 2026Q1: 3,788 shares; 2026Q2: 15,133 shares 15,133 $3.39M 0.06% +11,345 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: 48,323 shares; 2024Q4: 61,625 shares; 2025Q1: 42,189 shares; 2025Q2: 59,287 shares; 2025Q3: 80,321 shares; 2025Q4: 80,769 shares; 2026Q1: 84,477 shares; 2026Q2: 74,935 shares 74,935 $3.38M 0.06% -9,542 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,041 shares; 2024Q4: 14,851 shares; 2025Q1: 14,921 shares; 2025Q2: 14,744 shares; 2025Q3: 15,275 shares; 2025Q4: 14,375 shares; 2026Q1: 15,435 shares; 2026Q2: 110,972 shares 110,972 $3.35M 0.06% +95,537 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: 5,542 shares; 2025Q1: 6,285 shares; 2025Q2: 7,533 shares; 2025Q3: 7,496 shares; 2025Q4: 6,955 shares; 2026Q1: 7,296 shares; 2026Q2: 7,628 shares 7,628 $3.31M 0.06% +332 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,966 shares; 2024Q4: 9,587 shares; 2025Q1: 38,272 shares; 2025Q2: 41,481 shares; 2025Q3: 6,539 shares; 2025Q4: 5,910 shares; 2026Q1: 6,301 shares; 2026Q2: 68,079 shares 68,079 $3.24M 0.06% +61,778 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,797 shares; 2024Q4: 18,953 shares; 2025Q1: 18,917 shares; 2025Q2: 60,116 shares; 2025Q3: 53,971 shares; 2025Q4: 47,145 shares; 2026Q1: 45,301 shares; 2026Q2: 36,376 shares 36,376 $3.17M 0.06% -8,925 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: 20,563 shares; 2024Q4: 19,767 shares; 2025Q1: 8,659 shares; 2025Q2: 15,715 shares; 2025Q3: 18,477 shares; 2025Q4: 17,967 shares; 2026Q1: 17,840 shares; 2026Q2: 8,449 shares 8,449 $3.16M 0.06% -9,391 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: 13,794 shares; 2024Q4: 13,823 shares; 2025Q1: 13,822 shares; 2025Q2: 14,090 shares; 2025Q3: 13,807 shares; 2025Q4: 12,951 shares; 2026Q1: 9,715 shares; 2026Q2: 9,323 shares 9,323 $3.15M 0.06% -392 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,778 shares; 2024Q4: 81,581 shares; 2025Q1: 62,832 shares; 2025Q2: 57,518 shares; 2025Q3: 56,792 shares; 2025Q4: 39,030 shares; 2026Q1: 36,622 shares; 2026Q2: 28,271 shares 28,271 $3.12M 0.06% -8,351 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294 shares; 2024Q4: 268 shares; 2025Q1: 305 shares; 2025Q2: 228 shares; 2025Q3: 10,945 shares; 2025Q4: 8,396 shares; 2026Q1: 10,267 shares; 2026Q2: 17,773 shares 17,773 $3.12M 0.06% +7,506 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: 576 shares; 2024Q4: 764 shares; 2025Q1: 832 shares; 2025Q2: 190 shares; 2025Q3: 3,101 shares; 2025Q4: 4,646 shares; 2026Q1: 5,497 shares; 2026Q2: 12,201 shares 12,201 $3.11M 0.06% +6,704 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: 1 shares; 2024Q4: 4,883 shares; 2025Q1: 7,663 shares; 2025Q2: 33,853 shares; 2025Q3: 33,625 shares; 2025Q4: 47,559 shares; 2026Q1: 69,383 shares; 2026Q2: 85,510 shares 85,510 $3.09M 0.06% +16,127 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: 115,670 shares; 2024Q4: 104,720 shares; 2025Q1: 113,791 shares; 2025Q2: 124,250 shares; 2025Q3: 117,067 shares; 2025Q4: 100,146 shares; 2026Q1: 118,772 shares; 2026Q2: 116,079 shares 116,079 $3.08M 0.06% -2,693 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,359 shares; 2024Q4: not reported; 2025Q1: 2,651 shares; 2025Q2: 2,499 shares; 2025Q3: 31,265 shares; 2025Q4: 27,542 shares; 2026Q1: 29,145 shares; 2026Q2: 28,409 shares 28,409 $3.04M 0.06% -736 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,497 shares; 2024Q4: 10,918 shares; 2025Q1: 11,390 shares; 2025Q2: 11,098 shares; 2025Q3: 10,619 shares; 2025Q4: 10,137 shares; 2026Q1: 9,568 shares; 2026Q2: 7,478 shares 7,478 $3.01M 0.06% -2,090 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: 7,158 shares; 2024Q4: 6,266 shares; 2025Q1: 6,751 shares; 2025Q2: 8,281 shares; 2025Q3: 8,942 shares; 2025Q4: 23,862 shares; 2026Q1: 32,717 shares; 2026Q2: 40,746 shares 40,746 $2.93M 0.05% +8,029 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: 32,712 shares; 2024Q4: 28,198 shares; 2025Q1: 31,640 shares; 2025Q2: 27,393 shares; 2025Q3: 20,090 shares; 2025Q4: 19,500 shares; 2026Q1: 21,271 shares; 2026Q2: 28,597 shares 28,597 $2.92M 0.05% +7,326 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: 4,901 shares; 2025Q1: 4,866 shares; 2025Q2: 4,550 shares; 2025Q3: 4,010 shares; 2025Q4: 3,800 shares; 2026Q1: 3,421 shares; 2026Q2: 3,032 shares 3,032 $2.92M 0.05% -389 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: 1,183 shares; 2024Q4: 1,264 shares; 2025Q1: 1,611 shares; 2025Q2: 817 shares; 2025Q3: 2,895 shares; 2025Q4: 4,568 shares; 2026Q1: 7,692 shares; 2026Q2: 9,242 shares 9,242 $2.89M 0.05% +1,550 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: 9,281 shares; 2024Q4: 10,018 shares; 2025Q1: 10,445 shares; 2025Q2: 9,991 shares; 2025Q3: 10,246 shares; 2025Q4: 12,591 shares; 2026Q1: 12,113 shares; 2026Q2: 11,893 shares 11,893 $2.89M 0.05% -220 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: 1,520 shares; 2024Q4: 1,413 shares; 2025Q1: 3,972 shares; 2025Q2: 3,726 shares; 2025Q3: 3,552 shares; 2025Q4: 3,371 shares; 2026Q1: 3,035 shares; 2026Q2: 2,899 shares 2,899 $2.84M 0.05% -136 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,495 shares; 2024Q4: 2,491 shares; 2025Q1: 2,490 shares; 2025Q2: 2,536 shares; 2025Q3: 2,536 shares; 2025Q4: 2,588 shares; 2026Q1: 108,954 shares; 2026Q2: 111,054 shares 111,054 $2.82M 0.05% +2,100 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375 shares; 2024Q4: 348 shares; 2025Q1: 346 shares; 2025Q2: 331 shares; 2025Q3: 47,684 shares; 2025Q4: 43,931 shares; 2026Q1: 38,276 shares; 2026Q2: 28,852 shares 28,852 $2.81M 0.05% -9,424 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: 11,736 shares; 2024Q4: 12,178 shares; 2025Q1: 14,776 shares; 2025Q2: 16,115 shares; 2025Q3: 16,427 shares; 2025Q4: 16,469 shares; 2026Q1: 17,234 shares; 2026Q2: 18,286 shares 18,286 $2.77M 0.05% +1,052 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: 7,335 shares; 2024Q4: 7,071 shares; 2025Q1: 9,057 shares; 2025Q2: 10,343 shares; 2025Q3: 7,773 shares; 2025Q4: 9,212 shares; 2026Q1: 8,634 shares; 2026Q2: 9,479 shares 9,479 $2.75M 0.05% +845 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: 141,185 shares; 2024Q4: 131,821 shares; 2025Q1: 124,017 shares; 2025Q2: 131,196 shares; 2025Q3: 131,105 shares; 2025Q4: 114,428 shares; 2026Q1: 123,734 shares; 2026Q2: 112,128 shares 112,128 $2.75M 0.05% -11,606 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: 17,935 shares; 2024Q4: 17,646 shares; 2025Q1: 16,091 shares; 2025Q2: 16,445 shares; 2025Q3: 17,812 shares; 2025Q4: 16,960 shares; 2026Q1: 17,873 shares; 2026Q2: 9,773 shares 9,773 $2.75M 0.05% -8,100 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: 189 shares; 2024Q4: 167 shares; 2025Q1: 142 shares; 2025Q2: 30,982 shares; 2025Q3: 34,524 shares; 2025Q4: 34,097 shares; 2026Q1: 31,362 shares; 2026Q2: 29,797 shares 29,797 $2.74M 0.05% -1,565 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,882 shares; 2024Q4: 18,334 shares; 2025Q1: 19,364 shares; 2025Q2: 17,788 shares; 2025Q3: 18,183 shares; 2025Q4: 24,179 shares; 2026Q1: 25,766 shares; 2026Q2: 22,058 shares 22,058 $2.72M 0.05% -3,708 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: 3,921 shares; 2024Q4: 5,109 shares; 2025Q1: 7,892 shares; 2025Q2: 7,915 shares; 2025Q3: 7,377 shares; 2025Q4: 34,836 shares; 2026Q1: 39,502 shares; 2026Q2: 37,836 shares 37,836 $2.7M 0.05% -1,666 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: 7,458 shares; 2024Q4: 7,533 shares; 2025Q1: not reported; 2025Q2: 10,604 shares; 2025Q3: 11,485 shares; 2025Q4: 10,080 shares; 2026Q1: 9,516 shares; 2026Q2: 6,253 shares 6,253 $2.7M 0.05% -3,263 Timeline SPIB 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: 44,400 shares; 2024Q4: 47,097 shares; 2025Q1: 47,678 shares; 2025Q2: 53,477 shares; 2025Q3: 61,579 shares; 2025Q4: 65,979 shares; 2026Q1: 93,520 shares; 2026Q2: 80,530 shares 80,530 $2.69M 0.05% -12,990 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: 7,811 shares; 2024Q4: 12,110 shares; 2025Q1: 11,159 shares; 2025Q2: 13,337 shares; 2025Q3: 14,200 shares; 2025Q4: 15,246 shares; 2026Q1: 17,218 shares; 2026Q2: 19,162 shares 19,162 $2.68M 0.05% +1,944 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: 2,748 shares; 2024Q4: 2,805 shares; 2025Q1: 2,901 shares; 2025Q2: 2,870 shares; 2025Q3: 2,415 shares; 2025Q4: 2,445 shares; 2026Q1: 2,696 shares; 2026Q2: 2,831 shares 2,831 $2.65M 0.05% +135 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: 5,411 shares; 2024Q4: 4,950 shares; 2025Q1: 343 shares; 2025Q2: 15,651 shares; 2025Q3: 25,427 shares; 2025Q4: 16,131 shares; 2026Q1: 24,595 shares; 2026Q2: 24,023 shares 24,023 $2.64M 0.05% -572 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: 74,788 shares; 2024Q4: 79,616 shares; 2025Q1: 100,794 shares; 2025Q2: 93,331 shares; 2025Q3: 56,529 shares; 2025Q4: 52,517 shares; 2026Q1: 51,598 shares; 2026Q2: 32,297 shares 32,297 $2.62M 0.05% -19,301 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: 77,385 shares; 2024Q4: 75,985 shares; 2025Q1: 78,564 shares; 2025Q2: 76,543 shares; 2025Q3: 102,849 shares; 2025Q4: 93,939 shares; 2026Q1: 94,469 shares; 2026Q2: 52,597 shares 52,597 $2.62M 0.05% -41,872 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: 8,000 shares; 2024Q4: 22,405 shares; 2025Q1: 7,928 shares; 2025Q2: 7,818 shares; 2025Q3: 10,193 shares; 2025Q4: 22,912 shares; 2026Q1: 12,647 shares; 2026Q2: 12,805 shares 12,805 $2.59M 0.05% +158 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: 38,695 shares; 2024Q4: 39,390 shares; 2025Q1: 42,170 shares; 2025Q2: 39,082 shares; 2025Q3: 38,250 shares; 2025Q4: 37,053 shares; 2026Q1: 36,761 shares; 2026Q2: 28,456 shares 28,456 $2.58M 0.05% -8,305 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,123 shares; 2024Q4: 8,503 shares; 2025Q1: 8,528 shares; 2025Q2: 8,162 shares; 2025Q3: 7,711 shares; 2025Q4: 5,600 shares; 2026Q1: 18,946 shares; 2026Q2: 17,943 shares 17,943 $2.57M 0.05% -1,003 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 99,473 shares 99,473 $2.51M 0.05% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,451 shares; 2024Q4: 68,154 shares; 2025Q1: 75,440 shares; 2025Q2: 74,055 shares; 2025Q3: 78,354 shares; 2025Q4: 72,072 shares; 2026Q1: 69,638 shares; 2026Q2: 68,941 shares 68,941 $2.51M 0.05% -697 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,004 shares; 2024Q4: 10,335 shares; 2025Q1: 10,483 shares; 2025Q2: 10,115 shares; 2025Q3: 10,725 shares; 2025Q4: 12,014 shares; 2026Q1: 11,715 shares; 2026Q2: 11,140 shares 11,140 $2.44M 0.04% -575 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: 20,228 shares; 2024Q4: 19,431 shares; 2025Q1: 17,988 shares; 2025Q2: 13,869 shares; 2025Q3: 13,655 shares; 2025Q4: 17,425 shares; 2026Q1: 17,339 shares; 2026Q2: 16,521 shares 16,521 $2.44M 0.04% -818 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: 42,664 shares; 2024Q4: 39,689 shares; 2025Q1: 42,317 shares; 2025Q2: 36,742 shares; 2025Q3: 35,332 shares; 2025Q4: 48,896 shares; 2026Q1: 18,838 shares; 2026Q2: 16,359 shares 16,359 $2.4M 0.04% -2,479 Timeline BKF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 344 shares; 2024Q4: 1,331 shares; 2025Q1: 10,061 shares; 2025Q2: 33,346 shares; 2025Q3: 33,225 shares; 2025Q4: 51,381 shares; 2026Q1: 21,648 shares; 2026Q2: 61,718 shares 61,718 $2.39M 0.04% +40,070 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 964 shares; 2024Q4: 940 shares; 2025Q1: 1,382 shares; 2025Q2: 1,382 shares; 2025Q3: 1,533 shares; 2025Q4: 1,553 shares; 2026Q1: 3,467 shares; 2026Q2: 13,338 shares 13,338 $2.38M 0.04% +9,871 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,665 shares; 2024Q4: 2,746 shares; 2025Q1: 2,956 shares; 2025Q2: 7,592 shares; 2025Q3: 6,508 shares; 2025Q4: 17,225 shares; 2026Q1: 1,050 shares; 2026Q2: 12,383 shares 12,383 $2.36M 0.04% +11,333 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: 6,590 shares; 2024Q4: 6,247 shares; 2025Q1: not reported; 2025Q2: 6,533 shares; 2025Q3: 6,462 shares; 2025Q4: 6,414 shares; 2026Q1: 6,212 shares; 2026Q2: 7,130 shares 7,130 $2.35M 0.04% +918 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: 26,866 shares; 2024Q4: 26,401 shares; 2025Q1: 27,484 shares; 2025Q2: 21,736 shares; 2025Q3: 19,611 shares; 2025Q4: 18,202 shares; 2026Q1: 18,656 shares; 2026Q2: 24,530 shares 24,530 $2.35M 0.04% +5,874 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,579 shares; 2024Q4: 18,190 shares; 2025Q1: 20,226 shares; 2025Q2: 20,080 shares; 2025Q3: 21,811 shares; 2025Q4: 22,395 shares; 2026Q1: 22,130 shares; 2026Q2: 18,803 shares 18,803 $2.34M 0.04% -3,327 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: 1,045 shares; 2024Q4: 2,149 shares; 2025Q1: 2,223 shares; 2025Q2: 3,756 shares; 2025Q3: 4,065 shares; 2025Q4: 4,545 shares; 2026Q1: 6,991 shares; 2026Q2: 6,860 shares 6,860 $2.34M 0.04% -131 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: 17,946 shares; 2024Q4: 16,458 shares; 2025Q1: 13,847 shares; 2025Q2: 8,200 shares; 2025Q3: 7,675 shares; 2025Q4: 7,110 shares; 2026Q1: 8,363 shares; 2026Q2: 12,142 shares 12,142 $2.31M 0.04% +3,779 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,603 shares; 2024Q4: 6,424 shares; 2025Q1: 6,362 shares; 2025Q2: 4,106 shares; 2025Q3: 5,223 shares; 2025Q4: 5,037 shares; 2026Q1: 36,475 shares; 2026Q2: 39,089 shares 39,089 $2.3M 0.04% +2,614 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: 11,739 shares; 2024Q4: 14,562 shares; 2025Q1: 15,033 shares; 2025Q2: 15,974 shares; 2025Q3: 12,013 shares; 2025Q4: 11,217 shares; 2026Q1: 12,050 shares; 2026Q2: 9,628 shares 9,628 $2.3M 0.04% -2,422 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: 1,733 shares; 2024Q4: 1,716 shares; 2025Q1: 2,921 shares; 2025Q2: 3,135 shares; 2025Q3: 2,967 shares; 2025Q4: 2,969 shares; 2026Q1: 2,786 shares; 2026Q2: 2,004 shares 2,004 $2.27M 0.04% -782 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,989 shares; 2024Q4: 1,964 shares; 2025Q1: 2,029 shares; 2025Q2: 1,794 shares; 2025Q3: 1,759 shares; 2025Q4: 1,702 shares; 2026Q1: 1,695 shares; 2026Q2: 10,852 shares 10,852 $2.24M 0.04% +9,157 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: 28,070 shares; 2024Q4: 27,247 shares; 2025Q1: 30,082 shares; 2025Q2: 42,098 shares; 2025Q3: 49,660 shares; 2025Q4: 51,033 shares; 2026Q1: 52,223 shares; 2026Q2: 46,874 shares 46,874 $2.23M 0.04% -5,349 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: 3,689 shares; 2024Q4: 3,988 shares; 2025Q1: 6,832 shares; 2025Q2: 6,665 shares; 2025Q3: 4,253 shares; 2025Q4: 4,061 shares; 2026Q1: 4,274 shares; 2026Q2: 5,589 shares 5,589 $2.22M 0.04% +1,315 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: 1,247 shares; 2024Q4: 1,183 shares; 2025Q1: 1,136 shares; 2025Q2: 26,190 shares; 2025Q3: 28,454 shares; 2025Q4: 51,286 shares; 2026Q1: 45,454 shares; 2026Q2: 48,976 shares 48,976 $2.22M 0.04% +3,522 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,407 shares; 2024Q4: 26,211 shares; 2025Q1: 24,664 shares; 2025Q2: 22,389 shares; 2025Q3: 14,088 shares; 2025Q4: 13,075 shares; 2026Q1: 13,915 shares; 2026Q2: 13,128 shares 13,128 $2.22M 0.04% -787 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,274 shares; 2024Q4: 21,692 shares; 2025Q1: 22,156 shares; 2025Q2: 21,010 shares; 2025Q3: 21,622 shares; 2025Q4: 21,048 shares; 2026Q1: 20,820 shares; 2026Q2: 21,171 shares 21,171 $2.2M 0.04% +351 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,723 shares; 2025Q4: 20,713 shares; 2026Q1: 18,773 shares; 2026Q2: 21,159 shares 21,159 $2.16M 0.04% +2,386 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: 35,208 shares; 2024Q4: 37,025 shares; 2025Q1: 34,122 shares; 2025Q2: 36,103 shares; 2025Q3: 39,197 shares; 2025Q4: 41,475 shares; 2026Q1: 72,150 shares; 2026Q2: 23,512 shares 23,512 $2.15M 0.04% -48,638 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: 29,973 shares; 2024Q4: 28,112 shares; 2025Q1: 25,537 shares; 2025Q2: 23,928 shares; 2025Q3: 22,826 shares; 2025Q4: 22,325 shares; 2026Q1: 22,033 shares; 2026Q2: 22,287 shares 22,287 $2.15M 0.04% +254 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: 6,734 shares; 2024Q4: 7,356 shares; 2025Q1: 8,987 shares; 2025Q2: 9,697 shares; 2025Q3: 18,114 shares; 2025Q4: 21,704 shares; 2026Q1: 22,263 shares; 2026Q2: 22,418 shares 22,418 $2.14M 0.04% +155 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: 6,802 shares; 2024Q4: 5,264 shares; 2025Q1: 5,041 shares; 2025Q2: 5,635 shares; 2025Q3: 4,637 shares; 2025Q4: 4,658 shares; 2026Q1: 4,568 shares; 2026Q2: 6,254 shares 6,254 $2.13M 0.04% +1,686 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,855 shares; 2024Q4: 5,691 shares; 2025Q1: 5,301 shares; 2025Q2: 5,392 shares; 2025Q3: 5,116 shares; 2025Q4: 5,099 shares; 2026Q1: 5,013 shares; 2026Q2: 6,219 shares 6,219 $2.11M 0.04% +1,206 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,337 shares; 2024Q4: 27,747 shares; 2025Q1: 20,980 shares; 2025Q2: 20,435 shares; 2025Q3: 18,621 shares; 2025Q4: 17,786 shares; 2026Q1: 14,627 shares; 2026Q2: 11,697 shares 11,697 $2.09M 0.04% -2,930 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,027 shares; 2024Q4: 39,045 shares; 2025Q1: 47,438 shares; 2025Q2: 47,453 shares; 2025Q3: 65,395 shares; 2025Q4: 74,075 shares; 2026Q1: 97,378 shares; 2026Q2: 97,924 shares 97,924 $2.09M 0.04% +546 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: 4,940 shares; 2024Q4: 5,157 shares; 2025Q1: 5,429 shares; 2025Q2: 5,902 shares; 2025Q3: 5,804 shares; 2025Q4: 4,925 shares; 2026Q1: 4,964 shares; 2026Q2: 6,596 shares 6,596 $2.08M 0.04% +1,632 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 5 shares; 2025Q1: 6 shares; 2025Q2: 4 shares; 2025Q3: 117 shares; 2025Q4: 3,206 shares; 2026Q1: 3,109 shares; 2026Q2: 6,078 shares 6,078 $2.04M 0.04% +2,969 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: 1,258 shares; 2024Q4: 1,284 shares; 2025Q1: 1,346 shares; 2025Q2: 1,387 shares; 2025Q3: 1,551 shares; 2025Q4: 1,824 shares; 2026Q1: 10,912 shares; 2026Q2: 13,330 shares 13,330 $2.03M 0.04% +2,418 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: 67,846 shares; 2024Q4: 44,930 shares; 2025Q1: 33,189 shares; 2025Q2: 26,502 shares; 2025Q3: 24,298 shares; 2025Q4: 2,253 shares; 2026Q1: 2,705 shares; 2026Q2: 27,231 shares 27,231 $2.02M 0.04% +24,526 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: 12,446 shares; 2024Q4: 12,580 shares; 2025Q1: 12,435 shares; 2025Q2: 12,307 shares; 2025Q3: 14,398 shares; 2025Q4: 16,296 shares; 2026Q1: 13,748 shares; 2026Q2: 12,892 shares 12,892 $2.02M 0.04% -856 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: 11,503 shares; 2024Q4: 11,139 shares; 2025Q1: not reported; 2025Q2: 5,334 shares; 2025Q3: 5,162 shares; 2025Q4: 5,152 shares; 2026Q1: 6,569 shares; 2026Q2: 6,111 shares 6,111 $2.02M 0.04% -458 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174 shares; 2024Q4: 325 shares; 2025Q1: 209 shares; 2025Q2: 170 shares; 2025Q3: 150 shares; 2025Q4: 6,601 shares; 2026Q1: 10,537 shares; 2026Q2: 10,026 shares 10,026 $2.02M 0.04% -511 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: 25,970 shares; 2024Q4: 31,843 shares; 2025Q1: 23,288 shares; 2025Q2: 26,356 shares; 2025Q3: 20,431 shares; 2025Q4: 12,723 shares; 2026Q1: 14,009 shares; 2026Q2: 6,711 shares 6,711 $2M 0.04% -7,298 Timeline PZA 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: 64,037 shares; 2024Q4: 78,958 shares; 2025Q1: 79,802 shares; 2025Q2: 95,618 shares; 2025Q3: 162,150 shares; 2025Q4: 157,959 shares; 2026Q1: 149,126 shares; 2026Q2: 82,947 shares 82,947 $1.95M 0.04% -66,179 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,333 shares; 2024Q4: 48,337 shares; 2025Q1: 50,423 shares; 2025Q2: 57,784 shares; 2025Q3: 69,481 shares; 2025Q4: 68,261 shares; 2026Q1: 62,984 shares; 2026Q2: 52,384 shares 52,384 $1.94M 0.04% -10,600 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: 30,399 shares; 2024Q4: 28,716 shares; 2025Q1: 16,155 shares; 2025Q2: 17,917 shares; 2025Q3: 12,404 shares; 2025Q4: 12,156 shares; 2026Q1: 11,589 shares; 2026Q2: 13,228 shares 13,228 $1.93M 0.04% +1,639 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,775 shares; 2024Q4: 46,435 shares; 2025Q1: 52,837 shares; 2025Q2: 59,247 shares; 2025Q3: 64,581 shares; 2025Q4: 55,754 shares; 2026Q1: 37,777 shares; 2026Q2: 30,988 shares 30,988 $1.92M 0.04% -6,789 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: 11,223 shares; 2024Q4: 9,609 shares; 2025Q1: 5,691 shares; 2025Q2: 4,553 shares; 2025Q3: 6,767 shares; 2025Q4: 6,007 shares; 2026Q1: 5,471 shares; 2026Q2: 3,763 shares 3,763 $1.92M 0.04% -1,708 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 358 shares; 2024Q4: 347 shares; 2025Q1: 306 shares; 2025Q2: 309 shares; 2025Q3: 356 shares; 2025Q4: 346 shares; 2026Q1: 15,238 shares; 2026Q2: 17,647 shares 17,647 $1.9M 0.03% +2,409 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,653 shares; 2024Q4: 5,595 shares; 2025Q1: 5,579 shares; 2025Q2: 5,675 shares; 2025Q3: 5,763 shares; 2025Q4: 5,432 shares; 2026Q1: 7,472 shares; 2026Q2: 26,210 shares 26,210 $1.9M 0.03% +18,738 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: 15,950 shares; 2024Q4: 15,310 shares; 2025Q1: 15,967 shares; 2025Q2: 14,855 shares; 2025Q3: 10,883 shares; 2025Q4: 12,195 shares; 2026Q1: 10,940 shares; 2026Q2: 7,950 shares 7,950 $1.89M 0.03% -2,990 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192 shares; 2024Q4: 131 shares; 2025Q1: 205 shares; 2025Q2: 96 shares; 2025Q3: 77 shares; 2025Q4: 827 shares; 2026Q1: 5,445 shares; 2026Q2: 7,947 shares 7,947 $1.89M 0.03% +2,502 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: 1,695 shares; 2024Q4: 42 shares; 2025Q1: 1,974 shares; 2025Q2: 1,998 shares; 2025Q3: 3,870 shares; 2025Q4: 4,048 shares; 2026Q1: 6,595 shares; 2026Q2: 5,460 shares 5,460 $1.89M 0.03% -1,135 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,376 shares; 2024Q4: 16,281 shares; 2025Q1: 17,392 shares; 2025Q2: 5,000 shares; 2025Q3: 4,830 shares; 2025Q4: 15,443 shares; 2026Q1: 15,069 shares; 2026Q2: 16,441 shares 16,441 $1.88M 0.03% +1,372 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,924 shares; 2024Q4: 6,588 shares; 2025Q1: 5,037 shares; 2025Q2: 4,880 shares; 2025Q3: 4,827 shares; 2025Q4: 4,742 shares; 2026Q1: 6,565 shares; 2026Q2: 11,466 shares 11,466 $1.88M 0.03% +4,901 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,973 shares 10,973 $1.87M 0.03% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,930 shares; 2024Q4: 11,278 shares; 2025Q1: 10,152 shares; 2025Q2: 9,318 shares; 2025Q3: 9,264 shares; 2025Q4: 10,326 shares; 2026Q1: 10,938 shares; 2026Q2: 11,322 shares 11,322 $1.86M 0.03% +384 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: 28,810 shares; 2024Q4: 25,807 shares; 2025Q1: 30,646 shares; 2025Q2: 27,990 shares; 2025Q3: 29,254 shares; 2025Q4: 26,059 shares; 2026Q1: 24,470 shares; 2026Q2: 24,554 shares 24,554 $1.85M 0.03% +84 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: 13,030 shares; 2024Q4: 11,837 shares; 2025Q1: 12,868 shares; 2025Q2: 14,239 shares; 2025Q3: 15,112 shares; 2025Q4: 21,850 shares; 2026Q1: 30,019 shares; 2026Q2: 29,353 shares 29,353 $1.85M 0.03% -666 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,739 shares; 2024Q4: 2,864 shares; 2025Q1: 7,407 shares; 2025Q2: 7,289 shares; 2025Q3: 5,002 shares; 2025Q4: 8,880 shares; 2026Q1: 9,733 shares; 2026Q2: 16,421 shares 16,421 $1.84M 0.03% +6,688 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: 12,736 shares; 2024Q4: 11,641 shares; 2025Q1: 11,247 shares; 2025Q2: 13,102 shares; 2025Q3: 11,649 shares; 2025Q4: 40,080 shares; 2026Q1: 37,614 shares; 2026Q2: 34,473 shares 34,473 $1.83M 0.03% -3,141 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,349 shares; 2024Q4: 25,618 shares; 2025Q1: 21,002 shares; 2025Q2: 18,483 shares; 2025Q3: 18,907 shares; 2025Q4: 21,741 shares; 2026Q1: 26,459 shares; 2026Q2: 26,668 shares 26,668 $1.82M 0.03% +209 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: 8,862 shares; 2024Q4: 8,682 shares; 2025Q1: 7,122 shares; 2025Q2: 6,209 shares; 2025Q3: 6,098 shares; 2025Q4: 7,296 shares; 2026Q1: 8,226 shares; 2026Q2: 8,062 shares 8,062 $1.8M 0.03% -164 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,801 shares; 2024Q4: 3,704 shares; 2025Q1: 3,496 shares; 2025Q2: 4,174 shares; 2025Q3: 3,709 shares; 2025Q4: 3,140 shares; 2026Q1: 2,995 shares; 2026Q2: 2,691 shares 2,691 $1.79M 0.03% -304 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: 238 shares; 2024Q4: 1,003 shares; 2025Q1: 1,057 shares; 2025Q2: 1,003 shares; 2025Q3: 14,406 shares; 2025Q4: 14,825 shares; 2026Q1: 14,569 shares; 2026Q2: 14,710 shares 14,710 $1.79M 0.03% +141 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,596 shares; 2024Q4: 13,554 shares; 2025Q1: 21,712 shares; 2025Q2: 22,938 shares; 2025Q3: 24,634 shares; 2025Q4: 24,601 shares; 2026Q1: 27,194 shares; 2026Q2: 24,126 shares 24,126 $1.77M 0.03% -3,068 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: 52,562 shares; 2024Q4: 51,314 shares; 2025Q1: 53,336 shares; 2025Q2: 53,571 shares; 2025Q3: 58,455 shares; 2025Q4: 48,913 shares; 2026Q1: 34,220 shares; 2026Q2: 21,996 shares 21,996 $1.77M 0.03% -12,224 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,898 shares; 2024Q4: 3,073 shares; 2025Q1: 5,258 shares; 2025Q2: 7,745 shares; 2025Q3: 11,255 shares; 2025Q4: 14,612 shares; 2026Q1: 16,174 shares; 2026Q2: 18,307 shares 18,307 $1.76M 0.03% +2,133 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,586 shares; 2024Q4: 43,458 shares; 2025Q1: 41,117 shares; 2025Q2: 40,380 shares; 2025Q3: 36,059 shares; 2025Q4: 30,437 shares; 2026Q1: 28,142 shares; 2026Q2: 24,854 shares 24,854 $1.75M 0.03% -3,288 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: 741 shares; 2024Q4: 746 shares; 2025Q1: 606 shares; 2025Q2: 711 shares; 2025Q3: 7,326 shares; 2025Q4: 7,151 shares; 2026Q1: 13,213 shares; 2026Q2: 20,228 shares 20,228 $1.75M 0.03% +7,015 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: 1,734 shares; 2024Q4: 2,804 shares; 2025Q1: 3,022 shares; 2025Q2: 5,335 shares; 2025Q3: 7,183 shares; 2025Q4: 7,270 shares; 2026Q1: 7,477 shares; 2026Q2: 7,951 shares 7,951 $1.72M 0.03% +474 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: 62,633 shares; 2024Q4: 60,528 shares; 2025Q1: 57,059 shares; 2025Q2: 54,431 shares; 2025Q3: 49,735 shares; 2025Q4: 42,084 shares; 2026Q1: 38,518 shares; 2026Q2: 33,884 shares 33,884 $1.71M 0.03% -4,634 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: 20,755 shares; 2024Q4: 18,484 shares; 2025Q1: 15,781 shares; 2025Q2: 15,109 shares; 2025Q3: 12,619 shares; 2025Q4: 11,158 shares; 2026Q1: 11,719 shares; 2026Q2: 11,648 shares 11,648 $1.71M 0.03% -71 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,268 shares; 2024Q4: 10,168 shares; 2025Q1: 9,490 shares; 2025Q2: 8,968 shares; 2025Q3: 7,932 shares; 2025Q4: 6,278 shares; 2026Q1: 6,039 shares; 2026Q2: 5,617 shares 5,617 $1.69M 0.03% -422 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,058 shares; 2024Q4: 5,296 shares; 2025Q1: 7,142 shares; 2025Q2: 13,481 shares; 2025Q3: 14,703 shares; 2025Q4: 30,743 shares; 2026Q1: 32,296 shares; 2026Q2: 17,795 shares 17,795 $1.68M 0.03% -14,501 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,079 shares; 2024Q4: 12,592 shares; 2025Q1: 12,066 shares; 2025Q2: 14,234 shares; 2025Q3: 13,455 shares; 2025Q4: 9,523 shares; 2026Q1: 7,008 shares; 2026Q2: 5,967 shares 5,967 $1.68M 0.03% -1,041 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: 19,144 shares; 2024Q4: 19,736 shares; 2025Q1: 19,548 shares; 2025Q2: 15,934 shares; 2025Q3: 16,348 shares; 2025Q4: 13,588 shares; 2026Q1: 11,886 shares; 2026Q2: 7,254 shares 7,254 $1.67M 0.03% -4,632 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,697 shares; 2024Q4: 15,823 shares; 2025Q1: 14,978 shares; 2025Q2: 21,320 shares; 2025Q3: 16,933 shares; 2025Q4: 15,022 shares; 2026Q1: 13,442 shares; 2026Q2: 11,677 shares 11,677 $1.64M 0.03% -1,765 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: 4,395 shares; 2024Q4: 3,769 shares; 2025Q1: 3,741 shares; 2025Q2: 3,695 shares; 2025Q3: 3,884 shares; 2025Q4: 5,064 shares; 2026Q1: 4,846 shares; 2026Q2: 4,590 shares 4,590 $1.63M 0.03% -256 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,198 shares; 2024Q4: 14,103 shares; 2025Q1: 11,087 shares; 2025Q2: 20,524 shares; 2025Q3: 23,099 shares; 2025Q4: 31,436 shares; 2026Q1: 39,607 shares; 2026Q2: 49,511 shares 49,511 $1.62M 0.03% +9,904 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,007 shares; 2024Q4: 988 shares; 2025Q1: 1,008 shares; 2025Q2: 1,021 shares; 2025Q3: 1,036 shares; 2025Q4: 1,092 shares; 2026Q1: 767 shares; 2026Q2: 776 shares 776 $1.61M 0.03% +9 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,891 shares; 2024Q4: 10,752 shares; 2025Q1: 10,672 shares; 2025Q2: 10,280 shares; 2025Q3: 12,907 shares; 2025Q4: 10,951 shares; 2026Q1: 11,343 shares; 2026Q2: 10,140 shares 10,140 $1.61M 0.03% -1,203 Timeline YLDE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT 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: 11,565 shares; 2025Q4: 12,406 shares; 2026Q1: 22,788 shares; 2026Q2: 28,833 shares 28,833 $1.6M 0.03% +6,045 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: 10,451 shares; 2024Q4: 10,794 shares; 2025Q1: 11,298 shares; 2025Q2: 11,289 shares; 2025Q3: 7,670 shares; 2025Q4: 8,104 shares; 2026Q1: 6,771 shares; 2026Q2: 7,294 shares 7,294 $1.59M 0.03% +523 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,120 shares; 2024Q4: 18,901 shares; 2025Q1: 18,326 shares; 2025Q2: 17,721 shares; 2025Q3: 16,117 shares; 2025Q4: 13,100 shares; 2026Q1: 16,952 shares; 2026Q2: 18,197 shares 18,197 $1.59M 0.03% +1,245 Timeline MDLN MEDLINE INC More: the full row for MEDLINE 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: 179 shares; 2026Q1: 41,174 shares; 2026Q2: 39,492 shares 39,492 $1.56M 0.03% -1,682 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,272 shares; 2024Q4: 2,685 shares; 2025Q1: 2,852 shares; 2025Q2: 2,933 shares; 2025Q3: 3,666 shares; 2025Q4: 5,555 shares; 2026Q1: 5,335 shares; 2026Q2: 16,759 shares 16,759 $1.54M 0.03% +11,424 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,712 shares; 2024Q4: 1,573 shares; 2025Q1: 1,499 shares; 2025Q2: 1,115 shares; 2025Q3: 1,207 shares; 2025Q4: 1,364 shares; 2026Q1: 2,115 shares; 2026Q2: 27,170 shares 27,170 $1.51M 0.03% +25,055 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,229 shares; 2024Q4: 11,011 shares; 2025Q1: 10,690 shares; 2025Q2: 16,348 shares; 2025Q3: 16,868 shares; 2025Q4: 13,683 shares; 2026Q1: 13,982 shares; 2026Q2: 13,729 shares 13,729 $1.47M 0.03% -253 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: 1,593 shares; 2024Q4: 1,891 shares; 2025Q1: 1,764 shares; 2025Q2: 1,729 shares; 2025Q3: 2,010 shares; 2025Q4: 2,396 shares; 2026Q1: 2,205 shares; 2026Q2: 1,942 shares 1,942 $1.47M 0.03% -263 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: 5,673 shares; 2024Q4: 5,403 shares; 2025Q1: 6,035 shares; 2025Q2: 6,274 shares; 2025Q3: 6,182 shares; 2025Q4: 5,687 shares; 2026Q1: 7,482 shares; 2026Q2: 5,736 shares 5,736 $1.47M 0.03% -1,746 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,523 shares; 2026Q2: 37,131 shares 37,131 $1.47M 0.03% +33,608 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: 2,431 shares; 2024Q4: 1,624 shares; 2025Q1: 95 shares; 2025Q2: 63 shares; 2025Q3: 2,088 shares; 2025Q4: 2,209 shares; 2026Q1: 2,142 shares; 2026Q2: 1,909 shares 1,909 $1.45M 0.03% -233 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,043 shares; 2024Q4: 37,682 shares; 2025Q1: 18,749 shares; 2025Q2: 11,873 shares; 2025Q3: 11,603 shares; 2025Q4: 10,585 shares; 2026Q1: 9,445 shares; 2026Q2: 12,198 shares 12,198 $1.43M 0.03% +2,753 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,819 shares; 2024Q4: 3,444 shares; 2025Q1: 3,728 shares; 2025Q2: 4,643 shares; 2025Q3: 4,897 shares; 2025Q4: 4,655 shares; 2026Q1: 4,291 shares; 2026Q2: 3,831 shares 3,831 $1.43M 0.03% -460 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,049 shares; 2026Q1: 29,573 shares; 2026Q2: 31,919 shares 31,919 $1.43M 0.03% +2,346 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,700 shares; 2026Q2: 26,923 shares 26,923 $1.42M 0.03% +24,223 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,265 shares; 2024Q4: 4,514 shares; 2025Q1: 4,412 shares; 2025Q2: 5,304 shares; 2025Q3: 4,543 shares; 2025Q4: 3,415 shares; 2026Q1: 3,598 shares; 2026Q2: 3,333 shares 3,333 $1.4M 0.03% -265 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,040 shares; 2024Q4: 5,718 shares; 2025Q1: 4,691 shares; 2025Q2: 3,530 shares; 2025Q3: 3,724 shares; 2025Q4: 3,574 shares; 2026Q1: 4,109 shares; 2026Q2: 3,494 shares 3,494 $1.38M 0.03% -615 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,001 shares; 2024Q4: 39,173 shares; 2025Q1: 39,260 shares; 2025Q2: 40,803 shares; 2025Q3: 40,522 shares; 2025Q4: 38,338 shares; 2026Q1: 35,603 shares; 2026Q2: 26,034 shares 26,034 $1.35M 0.02% -9,569 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,280 shares; 2024Q4: 6,666 shares; 2025Q1: 6,365 shares; 2025Q2: 6,358 shares; 2025Q3: 5,850 shares; 2025Q4: 3,666 shares; 2026Q1: 4,178 shares; 2026Q2: 5,042 shares 5,042 $1.33M 0.02% +864 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,406 shares; 2024Q4: 4,760 shares; 2025Q1: 6,263 shares; 2025Q2: 7,999 shares; 2025Q3: 8,512 shares; 2025Q4: 10,239 shares; 2026Q1: 10,850 shares; 2026Q2: 10,651 shares 10,651 $1.29M 0.02% -199 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,850 shares; 2024Q4: 53,872 shares; 2025Q1: 59,019 shares; 2025Q2: 61,960 shares; 2025Q3: 66,694 shares; 2025Q4: 74,735 shares; 2026Q1: 73,966 shares; 2026Q2: 62,588 shares 62,588 $1.27M 0.02% -11,378 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,750 shares; 2024Q4: 7,644 shares; 2025Q1: 6,907 shares; 2025Q2: 8,156 shares; 2025Q3: 5,379 shares; 2025Q4: 4,769 shares; 2026Q1: 4,874 shares; 2026Q2: 4,647 shares 4,647 $1.25M 0.02% -227 Timeline SCHR 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: 18,464 shares; 2024Q4: 41,103 shares; 2025Q1: 41,550 shares; 2025Q2: 47,316 shares; 2025Q3: 48,692 shares; 2025Q4: 44,289 shares; 2026Q1: 46,083 shares; 2026Q2: 50,710 shares 50,710 $1.25M 0.02% +4,627 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 306 shares; 2025Q2: 178 shares; 2025Q3: 228 shares; 2025Q4: 232 shares; 2026Q1: 3,319 shares; 2026Q2: 4,338 shares 4,338 $1.25M 0.02% +1,019 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,836 shares; 2024Q4: 4,659 shares; 2025Q1: 3,940 shares; 2025Q2: 3,576 shares; 2025Q3: 3,531 shares; 2025Q4: 3,582 shares; 2026Q1: 18,503 shares; 2026Q2: 23,177 shares 23,177 $1.23M 0.02% +4,674 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 885 shares; 2024Q4: 922 shares; 2025Q1: 923 shares; 2025Q2: 918 shares; 2025Q3: 885 shares; 2025Q4: 864 shares; 2026Q1: 4,738 shares; 2026Q2: 7,219 shares 7,219 $1.23M 0.02% +2,481 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: 1,809 shares; 2024Q4: 1,610 shares; 2025Q1: 1,524 shares; 2025Q2: 1,341 shares; 2025Q3: 1,352 shares; 2025Q4: 1,419 shares; 2026Q1: 2,758 shares; 2026Q2: 3,013 shares 3,013 $1.23M 0.02% +255 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 88 shares; 2025Q4: 263 shares; 2026Q1: 272 shares; 2026Q2: 11,689 shares 11,689 $1.22M 0.02% +11,417 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: 5,125 shares; 2024Q4: 4,605 shares; 2025Q1: 4,732 shares; 2025Q2: 5,100 shares; 2025Q3: 5,425 shares; 2025Q4: 5,406 shares; 2026Q1: 5,437 shares; 2026Q2: 5,516 shares 5,516 $1.22M 0.02% +79 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: 11,820 shares; 2024Q4: 16,593 shares; 2025Q1: 15,477 shares; 2025Q2: 17,922 shares; 2025Q3: 16,334 shares; 2025Q4: 15,370 shares; 2026Q1: 14,212 shares; 2026Q2: 11,682 shares 11,682 $1.21M 0.02% -2,530 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: 9,884 shares; 2024Q4: 6,971 shares; 2025Q1: 7,399 shares; 2025Q2: 7,376 shares; 2025Q3: 6,764 shares; 2025Q4: 6,731 shares; 2026Q1: 6,465 shares; 2026Q2: 6,532 shares 6,532 $1.21M 0.02% +67 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: 380 shares; 2024Q4: 402 shares; 2025Q1: 3,741 shares; 2025Q2: 3,509 shares; 2025Q3: 3,471 shares; 2025Q4: 3,595 shares; 2026Q1: 3,541 shares; 2026Q2: 5,024 shares 5,024 $1.2M 0.02% +1,483 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,897 shares; 2024Q4: 5,530 shares; 2025Q1: 5,674 shares; 2025Q2: 3,503 shares; 2025Q3: 2,998 shares; 2025Q4: 2,296 shares; 2026Q1: 2,375 shares; 2026Q2: 2,048 shares 2,048 $1.17M 0.02% -327 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,279 shares; 2024Q4: 8,619 shares; 2025Q1: 8,753 shares; 2025Q2: 6,689 shares; 2025Q3: 7,668 shares; 2025Q4: 5,250 shares; 2026Q1: 6,418 shares; 2026Q2: 6,981 shares 6,981 $1.16M 0.02% +563 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,314 shares; 2024Q4: 8,176 shares; 2025Q1: 6,116 shares; 2025Q2: 6,097 shares; 2025Q3: 6,182 shares; 2025Q4: 5,144 shares; 2026Q1: 6,431 shares; 2026Q2: 4,445 shares 4,445 $1.16M 0.02% -1,986 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: 6,989 shares; 2024Q4: 6,810 shares; 2025Q1: not reported; 2025Q2: 5,546 shares; 2025Q3: 5,416 shares; 2025Q4: 4,761 shares; 2026Q1: 4,451 shares; 2026Q2: 4,098 shares 4,098 $1.16M 0.02% -353 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: 82,008 shares; 2024Q4: 84,457 shares; 2025Q1: 81,015 shares; 2025Q2: 19,422 shares; 2025Q3: 27,104 shares; 2025Q4: 27,829 shares; 2026Q1: 20,362 shares; 2026Q2: 20,091 shares 20,091 $1.16M 0.02% -271 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,322 shares; 2024Q4: 10,152 shares; 2025Q1: 10,357 shares; 2025Q2: 9,660 shares; 2025Q3: 9,003 shares; 2025Q4: 8,851 shares; 2026Q1: 8,992 shares; 2026Q2: 8,463 shares 8,463 $1.16M 0.02% -529 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: 343 shares; 2024Q4: 348 shares; 2025Q1: 368 shares; 2025Q2: 393 shares; 2025Q3: 372 shares; 2025Q4: 359 shares; 2026Q1: 363 shares; 2026Q2: 6,447 shares 6,447 $1.15M 0.02% +6,084 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,323 shares; 2024Q4: 2,610 shares; 2025Q1: 2,669 shares; 2025Q2: 3,230 shares; 2025Q3: 3,759 shares; 2025Q4: 1,530 shares; 2026Q1: 1,444 shares; 2026Q2: 9,560 shares 9,560 $1.15M 0.02% +8,116 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,609 shares; 2024Q4: 4,551 shares; 2025Q1: 6,766 shares; 2025Q2: 7,284 shares; 2025Q3: 1,092 shares; 2025Q4: 8,002 shares; 2026Q1: 11,579 shares; 2026Q2: 14,221 shares 14,221 $1.13M 0.02% +2,642 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,713 shares; 2025Q3: 8,730 shares; 2025Q4: 12,022 shares; 2026Q1: 17,685 shares; 2026Q2: 15,852 shares 15,852 $1.12M 0.02% -1,833 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY 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: 32,891 shares; 2025Q4: 31,257 shares; 2026Q1: 29,846 shares; 2026Q2: 26,163 shares 26,163 $1.11M 0.02% -3,683 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: 1 shares; 2024Q4: 7,498 shares; 2025Q1: 8,411 shares; 2025Q2: 15,097 shares; 2025Q3: 20,008 shares; 2025Q4: 22,996 shares; 2026Q1: 24,343 shares; 2026Q2: 22,803 shares 22,803 $1.1M 0.02% -1,540 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,513 shares; 2024Q4: 2,382 shares; 2025Q1: 1,990 shares; 2025Q2: 1,965 shares; 2025Q3: 2,028 shares; 2025Q4: 4,838 shares; 2026Q1: 4,896 shares; 2026Q2: 5,464 shares 5,464 $1.1M 0.02% +568 Timeline IGOV 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: 24,012 shares; 2025Q3: 25,505 shares; 2025Q4: 8,329 shares; 2026Q1: 12,657 shares; 2026Q2: 26,796 shares 26,796 $1.1M 0.02% +14,139 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51 shares; 2026Q1: 61,865 shares; 2026Q2: 58,396 shares 58,396 $1.09M 0.02% -3,469 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: 9,006 shares; 2026Q2: 5,750 shares 5,750 $1.08M 0.02% -3,256 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,331 shares; 2024Q4: 16,240 shares; 2025Q1: 16,886 shares; 2025Q2: 17,278 shares; 2025Q3: 14,951 shares; 2025Q4: 14,374 shares; 2026Q1: 13,288 shares; 2026Q2: 9,825 shares 9,825 $1.08M 0.02% -3,463 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,576 shares; 2024Q4: 26,738 shares; 2025Q1: 25,875 shares; 2025Q2: 25,117 shares; 2025Q3: 22,574 shares; 2025Q4: 16,761 shares; 2026Q1: 17,276 shares; 2026Q2: 14,992 shares 14,992 $1.08M 0.02% -2,284 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: 3,407 shares; 2024Q4: 4,007 shares; 2025Q1: 4,464 shares; 2025Q2: 4,438 shares; 2025Q3: 2,722 shares; 2025Q4: 2,782 shares; 2026Q1: 2,795 shares; 2026Q2: 3,101 shares 3,101 $1.07M 0.02% +306 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,101 shares; 2024Q4: 1,086 shares; 2025Q1: 1,141 shares; 2025Q2: 985 shares; 2025Q3: 763 shares; 2025Q4: 683 shares; 2026Q1: 1,110 shares; 2026Q2: 1,267 shares 1,267 $1.05M 0.02% +157 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,007 shares; 2024Q4: 8,621 shares; 2025Q1: 11,752 shares; 2025Q2: 13,646 shares; 2025Q3: 12,756 shares; 2025Q4: 14,967 shares; 2026Q1: 13,611 shares; 2026Q2: 9,071 shares 9,071 $1.04M 0.02% -4,540 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: 5,989 shares; 2024Q4: 4,689 shares; 2025Q1: 3,903 shares; 2025Q2: 4,260 shares; 2025Q3: 4,145 shares; 2025Q4: 3,747 shares; 2026Q1: 5,958 shares; 2026Q2: 5,279 shares 5,279 $1.04M 0.02% -679 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,759 shares; 2024Q4: 44,674 shares; 2025Q1: 43,391 shares; 2025Q2: 41,132 shares; 2025Q3: 37,052 shares; 2025Q4: 31,127 shares; 2026Q1: 28,636 shares; 2026Q2: 24,892 shares 24,892 $1.04M 0.02% -3,744 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: 4,745 shares; 2024Q4: 5,417 shares; 2025Q1: 5,439 shares; 2025Q2: 7,597 shares; 2025Q3: 7,831 shares; 2025Q4: 8,218 shares; 2026Q1: 8,423 shares; 2026Q2: 8,884 shares 8,884 $1.04M 0.02% +461 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: 5,462 shares; 2024Q4: 6,423 shares; 2025Q1: 6,877 shares; 2025Q2: 7,846 shares; 2025Q3: 7,139 shares; 2025Q4: 7,169 shares; 2026Q1: 9,127 shares; 2026Q2: 9,196 shares 9,196 $1.03M 0.02% +69 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,634 shares; 2024Q4: 14,168 shares; 2025Q1: 13,734 shares; 2025Q2: 13,064 shares; 2025Q3: 11,773 shares; 2025Q4: 10,340 shares; 2026Q1: 15,871 shares; 2026Q2: 14,200 shares 14,200 $1.01M 0.02% -1,671 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,031 shares; 2024Q4: 951 shares; 2025Q1: 476 shares; 2025Q2: 136 shares; 2025Q3: 2,938 shares; 2025Q4: 2,902 shares; 2026Q1: 4,594 shares; 2026Q2: 5,188 shares 5,188 $1M 0.02% +594 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: 2,249 shares; 2024Q4: 2,203 shares; 2025Q1: 1,999 shares; 2025Q2: 1,518 shares; 2025Q3: 1,304 shares; 2025Q4: 1,532 shares; 2026Q1: 1,719 shares; 2026Q2: 2,412 shares 2,412 $1M 0.02% +693 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,120 shares; 2024Q4: 5,519 shares; 2025Q1: 5,042 shares; 2025Q2: 4,700 shares; 2025Q3: 4,616 shares; 2025Q4: 4,767 shares; 2026Q1: 3,823 shares; 2026Q2: 3,563 shares 3,563 $993K 0.02% -260 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,282 shares; 2024Q4: 13,403 shares; 2025Q1: 14,507 shares; 2025Q2: 13,704 shares; 2025Q3: 12,575 shares; 2025Q4: 11,274 shares; 2026Q1: 10,245 shares; 2026Q2: 9,515 shares 9,515 $973K 0.02% -730 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,290 shares; 2024Q4: 26,476 shares; 2025Q1: 25,584 shares; 2025Q2: 24,964 shares; 2025Q3: 23,486 shares; 2025Q4: 22,336 shares; 2026Q1: 23,254 shares; 2026Q2: 23,863 shares 23,863 $967K 0.02% +609 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: 6,619 shares; 2024Q4: 6,344 shares; 2025Q1: 5,920 shares; 2025Q2: 7,056 shares; 2025Q3: 7,175 shares; 2025Q4: 5,014 shares; 2026Q1: 6,358 shares; 2026Q2: 5,740 shares 5,740 $963K 0.02% -618 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: 28,835 shares; 2024Q4: 28,319 shares; 2025Q1: 21,126 shares; 2025Q2: 20,215 shares; 2025Q3: 17,373 shares; 2025Q4: 9,750 shares; 2026Q1: 8,159 shares; 2026Q2: 5,935 shares 5,935 $962K 0.02% -2,224 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 278 shares; 2024Q4: 238 shares; 2025Q1: 310 shares; 2025Q2: 2,732 shares; 2025Q3: 90 shares; 2025Q4: 8,026 shares; 2026Q1: 9,350 shares; 2026Q2: 6,804 shares 6,804 $957K 0.02% -2,546 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,237 shares; 2024Q4: 4,542 shares; 2025Q1: 5,190 shares; 2025Q2: 5,098 shares; 2025Q3: 4,315 shares; 2025Q4: 3,682 shares; 2026Q1: 2,710 shares; 2026Q2: 2,661 shares 2,661 $955K 0.02% -49 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: 835 shares; 2024Q4: 882 shares; 2025Q1: 1,640 shares; 2025Q2: 1,695 shares; 2025Q3: 1,646 shares; 2025Q4: 1,622 shares; 2026Q1: 1,214 shares; 2026Q2: 488 shares 488 $953K 0.02% -726 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,131 shares; 2024Q4: not reported; 2025Q1: 6,730 shares; 2025Q2: 6,410 shares; 2025Q3: 6,461 shares; 2025Q4: 5,571 shares; 2026Q1: 4,992 shares; 2026Q2: 5,398 shares 5,398 $949K 0.02% +406 Timeline STPZ 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: 6,270 shares; 2024Q4: 6,121 shares; 2025Q1: 11,612 shares; 2025Q2: 15,708 shares; 2025Q3: 17,426 shares; 2025Q4: 18,229 shares; 2026Q1: 15,531 shares; 2026Q2: 17,642 shares 17,642 $941K 0.02% +2,111 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148 shares; 2024Q4: 4,717 shares; 2025Q1: 6,660 shares; 2025Q2: 9,458 shares; 2025Q3: 7,846 shares; 2025Q4: 6,207 shares; 2026Q1: 6,559 shares; 2026Q2: 3,606 shares 3,606 $939K 0.02% -2,953 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: 865 shares; 2024Q4: 12,670 shares; 2025Q1: 16,525 shares; 2025Q2: 2,733 shares; 2025Q3: 2,577 shares; 2025Q4: 4,349 shares; 2026Q1: 4,168 shares; 2026Q2: 7,928 shares 7,928 $938K 0.02% +3,760 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: 1,216 shares; 2024Q4: 1,130 shares; 2025Q1: 1,058 shares; 2025Q2: 1,001 shares; 2025Q3: 1,092 shares; 2025Q4: 1,576 shares; 2026Q1: 3,729 shares; 2026Q2: 3,661 shares 3,661 $935K 0.02% -68 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,585 shares; 2024Q4: 6,130 shares; 2025Q1: 6,774 shares; 2025Q2: 7,464 shares; 2025Q3: 7,345 shares; 2025Q4: 6,922 shares; 2026Q1: 4,795 shares; 2026Q2: 2,398 shares 2,398 $935K 0.02% -2,397 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: 2,438 shares; 2024Q4: 2,170 shares; 2025Q1: 2,646 shares; 2025Q2: 3,525 shares; 2025Q3: 3,961 shares; 2025Q4: 4,111 shares; 2026Q1: 3,755 shares; 2026Q2: 3,318 shares 3,318 $932K 0.02% -437 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 23 shares; 2026Q1: 30,922 shares; 2026Q2: 32,201 shares 32,201 $921K 0.02% +1,279 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: 31,510 shares; 2024Q4: 31,832 shares; 2025Q1: 31,743 shares; 2025Q2: 18,312 shares; 2025Q3: 18,716 shares; 2025Q4: 16,369 shares; 2026Q1: 21,186 shares; 2026Q2: 19,795 shares 19,795 $920K 0.02% -1,391 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 608 shares; 2024Q4: 3,233 shares; 2025Q1: 3,731 shares; 2025Q2: 5,269 shares; 2025Q3: 5,588 shares; 2025Q4: 8,427 shares; 2026Q1: 8,465 shares; 2026Q2: 16,295 shares 16,295 $915K 0.02% +7,830 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: 2,316 shares; 2024Q4: 2,255 shares; 2025Q1: 3,516 shares; 2025Q2: 4,796 shares; 2025Q3: 5,250 shares; 2025Q4: 5,361 shares; 2026Q1: 5,646 shares; 2026Q2: 6,305 shares 6,305 $912K 0.02% +659 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: 7,515 shares; 2024Q4: 15,808 shares; 2025Q1: not reported; 2025Q2: 9,199 shares; 2025Q3: 9,361 shares; 2025Q4: 8,868 shares; 2026Q1: 9,456 shares; 2026Q2: 9,702 shares 9,702 $909K 0.02% +246 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: 1,362 shares; 2024Q4: 7,266 shares; 2025Q1: 6,277 shares; 2025Q2: 5,699 shares; 2025Q3: 6,084 shares; 2025Q4: 5,410 shares; 2026Q1: 6,502 shares; 2026Q2: 6,559 shares 6,559 $892K 0.02% +57 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: 3,471 shares; 2024Q4: 1,248 shares; 2025Q1: 4,079 shares; 2025Q2: 12,170 shares; 2025Q3: 15,055 shares; 2025Q4: 14,346 shares; 2026Q1: 12,785 shares; 2026Q2: 9,511 shares 9,511 $888K 0.02% -3,274 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: 588 shares; 2024Q4: 523 shares; 2025Q1: 551 shares; 2025Q2: 1,045 shares; 2025Q3: 1,080 shares; 2025Q4: 794 shares; 2026Q1: 11,639 shares; 2026Q2: 11,151 shares 11,151 $879K 0.02% -488 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,675 shares; 2024Q4: 24,667 shares; 2025Q1: 27,402 shares; 2025Q2: 30,481 shares; 2025Q3: 6,920 shares; 2025Q4: 6,802 shares; 2026Q1: 7,220 shares; 2026Q2: 7,382 shares 7,382 $878K 0.02% +162 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,049 shares; 2024Q4: 11,808 shares; 2025Q1: 10,985 shares; 2025Q2: 10,439 shares; 2025Q3: 9,266 shares; 2025Q4: 8,125 shares; 2026Q1: 7,258 shares; 2026Q2: 6,304 shares 6,304 $868K 0.02% -954 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: 1,587 shares; 2024Q4: 1,541 shares; 2025Q1: 1,931 shares; 2025Q2: 2,924 shares; 2025Q3: 3,174 shares; 2025Q4: 3,189 shares; 2026Q1: 3,834 shares; 2026Q2: 3,823 shares 3,823 $868K 0.02% -11 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: 3,288 shares; 2024Q4: 2,924 shares; 2025Q1: 2,726 shares; 2025Q2: 4,083 shares; 2025Q3: 3,421 shares; 2025Q4: 2,975 shares; 2026Q1: 2,072 shares; 2026Q2: 4,675 shares 4,675 $866K 0.02% +2,603 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: 245,358 shares; 2024Q4: 213,778 shares; 2025Q1: 217,798 shares; 2025Q2: 214,457 shares; 2025Q3: 227,534 shares; 2025Q4: 135,460 shares; 2026Q1: 135,534 shares; 2026Q2: 48,830 shares 48,830 $866K 0.02% -86,704 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,311 shares; 2024Q4: 56,133 shares; 2025Q1: 48,540 shares; 2025Q2: 48,540 shares; 2025Q3: 47,924 shares; 2025Q4: 48,186 shares; 2026Q1: 32,761 shares; 2026Q2: 34,357 shares 34,357 $859K 0.02% +1,596 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,889 shares; 2024Q4: 13,845 shares; 2025Q1: 13,205 shares; 2025Q2: 12,505 shares; 2025Q3: 11,147 shares; 2025Q4: 5,862 shares; 2026Q1: 8,703 shares; 2026Q2: 7,736 shares 7,736 $853K 0.02% -967 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,707 shares; 2025Q3: 23,202 shares; 2025Q4: 27,748 shares; 2026Q1: 41,265 shares; 2026Q2: 49,285 shares 49,285 $852K 0.02% +8,020 Timeline VNQI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,540 shares; 2025Q3: 4,357 shares; 2025Q4: 2,366 shares; 2026Q1: 8,513 shares; 2026Q2: 18,860 shares 18,860 $846K 0.02% +10,347 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: 4,645 shares; 2024Q4: 4,531 shares; 2025Q1: 4,504 shares; 2025Q2: 4,217 shares; 2025Q3: 3,949 shares; 2025Q4: 6,033 shares; 2026Q1: 6,354 shares; 2026Q2: 6,248 shares 6,248 $828K 0.02% -106 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: 5,705 shares; 2024Q4: 5,786 shares; 2025Q1: 6,574 shares; 2025Q2: 6,569 shares; 2025Q3: 6,625 shares; 2025Q4: 6,109 shares; 2026Q1: 6,775 shares; 2026Q2: 6,349 shares 6,349 $824K 0.02% -426 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: 16,812 shares; 2024Q4: 13,169 shares; 2025Q1: 31,957 shares; 2025Q2: 33,364 shares; 2025Q3: 7,399 shares; 2025Q4: 5,368 shares; 2026Q1: 7,423 shares; 2026Q2: 7,625 shares 7,625 $820K 0.02% +202 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,250 shares; 2024Q4: 6,943 shares; 2025Q1: 6,820 shares; 2025Q2: 6,401 shares; 2025Q3: 5,775 shares; 2025Q4: 3,075 shares; 2026Q1: 4,395 shares; 2026Q2: 3,804 shares 3,804 $817K 0.02% -591 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: 17,787 shares; 2024Q4: 17,717 shares; 2025Q1: 17,036 shares; 2025Q2: 18,134 shares; 2025Q3: 117,002 shares; 2025Q4: 116,210 shares; 2026Q1: 15,027 shares; 2026Q2: 15,040 shares 15,040 $806K 0.01% +13 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,973 shares; 2024Q4: 3,956 shares; 2025Q1: 4,008 shares; 2025Q2: 3,877 shares; 2025Q3: 4,053 shares; 2025Q4: 3,215 shares; 2026Q1: 4,252 shares; 2026Q2: 2,748 shares 2,748 $806K 0.01% -1,504 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,993 shares; 2024Q4: 13,593 shares; 2025Q1: 13,210 shares; 2025Q2: 12,057 shares; 2025Q3: 5,087 shares; 2025Q4: 4,979 shares; 2026Q1: 2,132 shares; 2026Q2: 4,483 shares 4,483 $805K 0.01% +2,351 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345 shares; 2024Q4: 346 shares; 2025Q1: 288 shares; 2025Q2: 284 shares; 2025Q3: 3,666 shares; 2025Q4: 3,845 shares; 2026Q1: 4,056 shares; 2026Q2: 4,243 shares 4,243 $801K 0.01% +187 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,287 shares; 2024Q4: 40,465 shares; 2025Q1: 41,806 shares; 2025Q2: 46,185 shares; 2025Q3: 45,770 shares; 2025Q4: 34,448 shares; 2026Q1: 23,623 shares; 2026Q2: 8,692 shares 8,692 $798K 0.01% -14,931 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: 16,883 shares; 2024Q4: 29,384 shares; 2025Q1: 32,180 shares; 2025Q2: 24,679 shares; 2025Q3: 9,941 shares; 2025Q4: 7,501 shares; 2026Q1: 5,450 shares; 2026Q2: 5,011 shares 5,011 $785K 0.01% -439 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 6,333 shares; 2025Q3: 8,667 shares; 2025Q4: 11,472 shares; 2026Q1: 9,950 shares; 2026Q2: 8,138 shares 8,138 $785K 0.01% -1,812 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128 shares; 2024Q4: 125 shares; 2025Q1: 136 shares; 2025Q2: 139 shares; 2025Q3: 133 shares; 2025Q4: 130 shares; 2026Q1: 124 shares; 2026Q2: 115 shares 115 $784K 0.01% -9 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: 25,039 shares; 2024Q4: 25,557 shares; 2025Q1: 26,495 shares; 2025Q2: 30,442 shares; 2025Q3: 37,769 shares; 2025Q4: 38,241 shares; 2026Q1: 12,287 shares; 2026Q2: 10,078 shares 10,078 $781K 0.01% -2,209 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,387 shares; 2024Q4: 9,742 shares; 2025Q1: 14,638 shares; 2025Q2: 15,392 shares; 2025Q3: 13,800 shares; 2025Q4: 6,809 shares; 2026Q1: 10,411 shares; 2026Q2: 8,947 shares 8,947 $775K 0.01% -1,464 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,516 shares; 2025Q1: 595 shares; 2025Q2: 9,340 shares; 2025Q3: 11,727 shares; 2025Q4: 20,838 shares; 2026Q1: 22,712 shares; 2026Q2: 20,697 shares 20,697 $768K 0.01% -2,015 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: 2,577 shares; 2024Q4: 2,453 shares; 2025Q1: 2,404 shares; 2025Q2: 2,410 shares; 2025Q3: 2,404 shares; 2025Q4: 2,491 shares; 2026Q1: 10,551 shares; 2026Q2: 10,931 shares 10,931 $766K 0.01% +380 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: 2,174 shares; 2024Q4: 1,791 shares; 2025Q1: not reported; 2025Q2: 1,213 shares; 2025Q3: 1,183 shares; 2025Q4: 1,196 shares; 2026Q1: 1,187 shares; 2026Q2: 1,052 shares 1,052 $757K 0.01% -135 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,998 shares; 2024Q4: 39,207 shares; 2025Q1: 40,776 shares; 2025Q2: 39,472 shares; 2025Q3: 40,077 shares; 2025Q4: 31,678 shares; 2026Q1: 13,616 shares; 2026Q2: 17,691 shares 17,691 $755K 0.01% +4,075 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,811 shares; 2024Q4: 2,882 shares; 2025Q1: 3,082 shares; 2025Q2: 3,252 shares; 2025Q3: 3,227 shares; 2025Q4: 3,344 shares; 2026Q1: 5,206 shares; 2026Q2: 5,719 shares 5,719 $753K 0.01% +513 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: 640 shares; 2024Q4: 641 shares; 2025Q1: 733 shares; 2025Q2: 2,362 shares; 2025Q3: 2,436 shares; 2025Q4: 2,047 shares; 2026Q1: 2,268 shares; 2026Q2: 2,362 shares 2,362 $750K 0.01% +94 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,879 shares; 2024Q4: 2,962 shares; 2025Q1: 3,777 shares; 2025Q2: 4,132 shares; 2025Q3: 5,628 shares; 2025Q4: 6,279 shares; 2026Q1: 6,168 shares; 2026Q2: 5,731 shares 5,731 $747K 0.01% -437 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,929 shares; 2024Q4: 770 shares; 2025Q1: 950 shares; 2025Q2: 1,226 shares; 2025Q3: 1,532 shares; 2025Q4: 1,473 shares; 2026Q1: 1,235 shares; 2026Q2: 3,078 shares 3,078 $745K 0.01% +1,843 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: 19,429 shares; 2025Q1: 24,350 shares; 2025Q2: 24,094 shares; 2025Q3: 26,475 shares; 2025Q4: 26,634 shares; 2026Q1: 21,722 shares; 2026Q2: 19,179 shares 19,179 $739K 0.01% -2,543 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 496 shares; 2024Q4: 488 shares; 2025Q1: 143 shares; 2025Q2: 101 shares; 2025Q3: 238 shares; 2025Q4: 245 shares; 2026Q1: 4,934 shares; 2026Q2: 4,361 shares 4,361 $736K 0.01% -573 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,358 shares; 2024Q4: 13,159 shares; 2025Q1: 13,379 shares; 2025Q2: 13,615 shares; 2025Q3: 13,915 shares; 2025Q4: 13,338 shares; 2026Q1: 12,401 shares; 2026Q2: 7,348 shares 7,348 $735K 0.01% -5,053 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,074 shares; 2024Q4: 12,906 shares; 2025Q1: 13,608 shares; 2025Q2: 13,651 shares; 2025Q3: 14,554 shares; 2025Q4: 15,100 shares; 2026Q1: 15,119 shares; 2026Q2: 15,549 shares 15,549 $733K 0.01% +430 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,976 shares; 2024Q4: 19,475 shares; 2025Q1: 19,142 shares; 2025Q2: 17,229 shares; 2025Q3: 16,578 shares; 2025Q4: 14,566 shares; 2026Q1: 10,525 shares; 2026Q2: 16,648 shares 16,648 $733K 0.01% +6,123 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE 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: 24,459 shares; 2026Q1: 28,892 shares; 2026Q2: 30,047 shares 30,047 $732K 0.01% +1,155 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,756 shares; 2024Q4: 9,994 shares; 2025Q1: 12,944 shares; 2025Q2: 14,687 shares; 2025Q3: 11,632 shares; 2025Q4: 12,466 shares; 2026Q1: 12,637 shares; 2026Q2: 13,440 shares 13,440 $731K 0.01% +803 Timeline VGK 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: 621 shares; 2024Q4: 697 shares; 2025Q1: 630 shares; 2025Q2: 6,561 shares; 2025Q3: 7,038 shares; 2025Q4: 7,375 shares; 2026Q1: 7,403 shares; 2026Q2: 8,246 shares 8,246 $730K 0.01% +843 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: 2,808 shares; 2024Q4: 3,066 shares; 2025Q1: 2,796 shares; 2025Q2: 2,704 shares; 2025Q3: 2,788 shares; 2025Q4: 2,659 shares; 2026Q1: 2,516 shares; 2026Q2: 2,197 shares 2,197 $729K 0.01% -319 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: 148 shares; 2024Q4: 371 shares; 2025Q1: 510 shares; 2025Q2: 1,363 shares; 2025Q3: 1,477 shares; 2025Q4: 1,569 shares; 2026Q1: 1,842 shares; 2026Q2: 2,161 shares 2,161 $724K 0.01% +319 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 69 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 20 shares; 2025Q4: 17 shares; 2026Q1: 1,998 shares; 2026Q2: 1,985 shares 1,985 $720K 0.01% -13 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: not reported; 2024Q4: 1,385 shares; 2025Q1: 15,769 shares; 2025Q2: 49,282 shares; 2025Q3: 54,396 shares; 2025Q4: 50,546 shares; 2026Q1: 39,522 shares; 2026Q2: 13,398 shares 13,398 $716K 0.01% -26,124 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,688 shares; 2024Q4: 3,670 shares; 2025Q1: 4,762 shares; 2025Q2: 4,672 shares; 2025Q3: 4,381 shares; 2025Q4: 3,436 shares; 2026Q1: 2,761 shares; 2026Q2: 1,321 shares 1,321 $716K 0.01% -1,440 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: 32,993 shares; 2024Q4: 32,943 shares; 2025Q1: 28,199 shares; 2025Q2: 22,109 shares; 2025Q3: 26,341 shares; 2025Q4: 24,134 shares; 2026Q1: 18,922 shares; 2026Q2: 9,190 shares 9,190 $708K 0.01% -9,732 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 989 shares; 2024Q4: 922 shares; 2025Q1: 734 shares; 2025Q2: 7,362 shares; 2025Q3: 7,144 shares; 2025Q4: 6,979 shares; 2026Q1: 8,341 shares; 2026Q2: 7,973 shares 7,973 $708K 0.01% -368 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5 shares; 2025Q3: 7,095 shares; 2025Q4: 7,308 shares; 2026Q1: 12,210 shares; 2026Q2: 12,610 shares 12,610 $692K 0.01% +400 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 587 shares; 2024Q4: not reported; 2025Q1: 2,346 shares; 2025Q2: 2,832 shares; 2025Q3: 2,260 shares; 2025Q4: 2,971 shares; 2026Q1: 2,836 shares; 2026Q2: 2,863 shares 2,863 $690K 0.01% +27 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: 13,687 shares; 2024Q4: 6,217 shares; 2025Q1: 6,225 shares; 2025Q2: 4,118 shares; 2025Q3: 1,791 shares; 2025Q4: 1,843 shares; 2026Q1: 1,824 shares; 2026Q2: 1,361 shares 1,361 $676K 0.01% -463 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: 5,856 shares; 2024Q4: 5,459 shares; 2025Q1: 5,571 shares; 2025Q2: 5,471 shares; 2025Q3: 5,280 shares; 2025Q4: 5,039 shares; 2026Q1: 4,493 shares; 2026Q2: 4,297 shares 4,297 $674K 0.01% -196 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: 7,273 shares; 2024Q4: 7,079 shares; 2025Q1: 7,503 shares; 2025Q2: 2,564 shares; 2025Q3: 2,690 shares; 2025Q4: 2,986 shares; 2026Q1: 3,381 shares; 2026Q2: 3,041 shares 3,041 $673K 0.01% -340 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,965 shares; 2024Q4: 2,745 shares; 2025Q1: 8,747 shares; 2025Q2: 1,016 shares; 2025Q3: 668 shares; 2025Q4: 4,268 shares; 2026Q1: 5,815 shares; 2026Q2: 5,454 shares 5,454 $670K 0.01% -361 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,137 shares; 2025Q3: 10,837 shares; 2025Q4: 16,047 shares; 2026Q1: 16,936 shares; 2026Q2: 17,526 shares 17,526 $667K 0.01% +590 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: 854 shares; 2024Q4: 843 shares; 2025Q1: 1,346 shares; 2025Q2: 1,675 shares; 2025Q3: 2,730 shares; 2025Q4: 2,885 shares; 2026Q1: 3,045 shares; 2026Q2: 3,129 shares 3,129 $666K 0.01% +84 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: 2,156 shares; 2024Q4: 1,967 shares; 2025Q1: 1,831 shares; 2025Q2: 1,761 shares; 2025Q3: 1,523 shares; 2025Q4: 1,059 shares; 2026Q1: 889 shares; 2026Q2: 480 shares 480 $664K 0.01% -409 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: 1,621 shares; 2024Q4: 1,539 shares; 2025Q1: 1,940 shares; 2025Q2: 2,293 shares; 2025Q3: 2,493 shares; 2025Q4: 2,384 shares; 2026Q1: 2,586 shares; 2026Q2: 2,539 shares 2,539 $661K 0.01% -47 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: 1,143 shares; 2024Q4: 1,525 shares; 2025Q1: 1,938 shares; 2025Q2: 1,924 shares; 2025Q3: 1,743 shares; 2025Q4: 1,492 shares; 2026Q1: 1,292 shares; 2026Q2: 1,310 shares 1,310 $649K 0.01% +18 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,538 shares; 2024Q4: 45,617 shares; 2025Q1: 62,947 shares; 2025Q2: 60,929 shares; 2025Q3: 57,465 shares; 2025Q4: 42,675 shares; 2026Q1: 34,255 shares; 2026Q2: 27,266 shares 27,266 $644K 0.01% -6,989 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,824 shares; 2024Q4: 57,809 shares; 2025Q1: 55,430 shares; 2025Q2: 53,756 shares; 2025Q3: 46,756 shares; 2025Q4: 31,527 shares; 2026Q1: 24,667 shares; 2026Q2: 21,416 shares 21,416 $640K 0.01% -3,251 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,857 shares; 2026Q1: 1,967 shares; 2026Q2: 3,858 shares 3,858 $630K 0.01% +1,891 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: 4,041 shares; 2024Q4: 3,548 shares; 2025Q1: not reported; 2025Q2: 4,767 shares; 2025Q3: 4,603 shares; 2025Q4: 5,160 shares; 2026Q1: 4,082 shares; 2026Q2: 4,098 shares 4,098 $630K 0.01% +16 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22 shares; 2024Q4: 23 shares; 2025Q1: 37 shares; 2025Q2: 7,280 shares; 2025Q3: 6,580 shares; 2025Q4: 4,534 shares; 2026Q1: 8,885 shares; 2026Q2: 7,966 shares 7,966 $628K 0.01% -919 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,970 shares; 2024Q4: 1,360 shares; 2025Q1: 1,382 shares; 2025Q2: 2,073 shares; 2025Q3: 2,220 shares; 2025Q4: 2,314 shares; 2026Q1: 2,557 shares; 2026Q2: 26,286 shares 26,286 $623K 0.01% +23,729 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,291 shares; 2024Q4: 9,998 shares; 2025Q1: 9,447 shares; 2025Q2: 9,032 shares; 2025Q3: 8,185 shares; 2025Q4: 5,805 shares; 2026Q1: 6,298 shares; 2026Q2: 5,435 shares 5,435 $622K 0.01% -863 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,669 shares; 2024Q4: 27,792 shares; 2025Q1: 21,746 shares; 2025Q2: 21,543 shares; 2025Q3: 21,233 shares; 2025Q4: 21,419 shares; 2026Q1: 12,621 shares; 2026Q2: 12,987 shares 12,987 $616K 0.01% +366 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,275 shares; 2024Q4: 4,393 shares; 2025Q1: 4,926 shares; 2025Q2: 4,926 shares; 2025Q3: 5,178 shares; 2025Q4: 7,233 shares; 2026Q1: 7,183 shares; 2026Q2: 6,486 shares 6,486 $616K 0.01% -697 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: 20,350 shares; 2024Q4: 20,814 shares; 2025Q1: 23,902 shares; 2025Q2: 16,674 shares; 2025Q3: 19,394 shares; 2025Q4: 18,838 shares; 2026Q1: 19,629 shares; 2026Q2: 19,242 shares 19,242 $615K 0.01% -387 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,876 shares; 2024Q4: 2,835 shares; 2025Q1: 2,771 shares; 2025Q2: 2,755 shares; 2025Q3: 2,215 shares; 2025Q4: 1,650 shares; 2026Q1: 1,138 shares; 2026Q2: 1,309 shares 1,309 $610K 0.01% +171 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: 15,609 shares; 2024Q4: 15,903 shares; 2025Q1: 15,356 shares; 2025Q2: 14,422 shares; 2025Q3: 3,705 shares; 2025Q4: 3,564 shares; 2026Q1: 4,778 shares; 2026Q2: 4,859 shares 4,859 $605K 0.01% +81 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,885 shares; 2024Q4: 3,284 shares; 2025Q1: 3,054 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,513 shares; 2026Q1: 1,952 shares; 2026Q2: 1,949 shares 1,949 $604K 0.01% -3 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,549 shares; 2024Q4: 4,060 shares; 2025Q1: 4,033 shares; 2025Q2: 3,882 shares; 2025Q3: 5,323 shares; 2025Q4: 5,292 shares; 2026Q1: 5,702 shares; 2026Q2: 5,813 shares 5,813 $598K 0.01% +111 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: 312 shares; 2024Q4: 323 shares; 2025Q1: 2,479 shares; 2025Q2: 3,569 shares; 2025Q3: 4,057 shares; 2025Q4: 3,700 shares; 2026Q1: 3,282 shares; 2026Q2: 2,806 shares 2,806 $595K 0.01% -476 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,855 shares; 2024Q4: 1,866 shares; 2025Q1: 2,508 shares; 2025Q2: 2,578 shares; 2025Q3: 2,762 shares; 2025Q4: 3,626 shares; 2026Q1: 3,326 shares; 2026Q2: 3,516 shares 3,516 $592K 0.01% +190 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: 1,007 shares; 2024Q4: 7,310 shares; 2025Q1: 7,887 shares; 2025Q2: 8,437 shares; 2025Q3: 8,844 shares; 2025Q4: 5,314 shares; 2026Q1: 2,332 shares; 2026Q2: 1,193 shares 1,193 $586K 0.01% -1,139 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 592 shares; 2024Q4: 5,485 shares; 2025Q1: 5,410 shares; 2025Q2: 5,688 shares; 2025Q3: 21,784 shares; 2025Q4: 16,206 shares; 2026Q1: 16,536 shares; 2026Q2: 11,432 shares 11,432 $585K 0.01% -5,104 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,663 shares; 2025Q3: 15,248 shares; 2025Q4: 16,148 shares; 2026Q1: 16,777 shares; 2026Q2: 17,448 shares 17,448 $585K 0.01% +671 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: not reported; 2024Q4: not reported; 2025Q1: 27 shares; 2025Q2: not reported; 2025Q3: 254 shares; 2025Q4: 1,431 shares; 2026Q1: 1,717 shares; 2026Q2: 2,944 shares 2,944 $580K 0.01% +1,227 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42 shares; 2024Q4: 13,749 shares; 2025Q1: 12,967 shares; 2025Q2: 12,366 shares; 2025Q3: 11,368 shares; 2025Q4: 9,253 shares; 2026Q1: 8,604 shares; 2026Q2: 7,498 shares 7,498 $576K 0.01% -1,106 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 107 shares; 2025Q2: not reported; 2025Q3: 8,670 shares; 2025Q4: 18,470 shares; 2026Q1: 20,228 shares; 2026Q2: 17,675 shares 17,675 $573K 0.01% -2,553 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 445 shares; 2024Q4: 1,016 shares; 2025Q1: 1,453 shares; 2025Q2: 1,905 shares; 2025Q3: 2,169 shares; 2025Q4: 2,253 shares; 2026Q1: 2,509 shares; 2026Q2: 2,551 shares 2,551 $572K 0.01% +42 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,335 shares; 2024Q4: 2,696 shares; 2025Q1: 2,929 shares; 2025Q2: 5,303 shares; 2025Q3: 3,973 shares; 2025Q4: 3,801 shares; 2026Q1: 3,915 shares; 2026Q2: 4,692 shares 4,692 $570K 0.01% +777 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: 34,513 shares; 2024Q4: 29,447 shares; 2025Q1: 32,509 shares; 2025Q2: 40,957 shares; 2025Q3: 45,856 shares; 2025Q4: 54,286 shares; 2026Q1: 27,930 shares; 2026Q2: 12,609 shares 12,609 $569K 0.01% -15,321 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,223 shares; 2024Q4: 13,832 shares; 2025Q1: 13,207 shares; 2025Q2: 12,500 shares; 2025Q3: 11,204 shares; 2025Q4: 9,224 shares; 2026Q1: 8,708 shares; 2026Q2: 7,558 shares 7,558 $568K 0.01% -1,150 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: not reported; 2025Q3: 14,322 shares; 2025Q4: 12,451 shares; 2026Q1: 12,676 shares; 2026Q2: 11,978 shares 11,978 $567K 0.01% -698 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,042 shares 28,042 $566K 0.01% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,982 shares; 2024Q4: 7,247 shares; 2025Q1: 8,509 shares; 2025Q2: 6,556 shares; 2025Q3: 6,515 shares; 2025Q4: 6,513 shares; 2026Q1: 5,609 shares; 2026Q2: 5,611 shares 5,611 $563K 0.01% +2 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 245 shares; 2024Q4: 446 shares; 2025Q1: 10,069 shares; 2025Q2: 15,480 shares; 2025Q3: 16,434 shares; 2025Q4: 12,473 shares; 2026Q1: 12,732 shares; 2026Q2: 13,206 shares 13,206 $556K 0.01% +474 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: 5,302 shares; 2024Q4: 4,821 shares; 2025Q1: 4,072 shares; 2025Q2: 3,689 shares; 2025Q3: 2,035 shares; 2025Q4: 8,333 shares; 2026Q1: 8,872 shares; 2026Q2: 5,559 shares 5,559 $552K 0.01% -3,313 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,515 shares; 2024Q4: 7,172 shares; 2025Q1: 9,931 shares; 2025Q2: 10,948 shares; 2025Q3: 11,510 shares; 2025Q4: 12,688 shares; 2026Q1: 13,171 shares; 2026Q2: 14,489 shares 14,489 $551K 0.01% +1,318 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: 2,334 shares; 2024Q4: 2,348 shares; 2025Q1: 3,051 shares; 2025Q2: 4,283 shares; 2025Q3: 3,304 shares; 2025Q4: 4,542 shares; 2026Q1: 5,259 shares; 2026Q2: 4,963 shares 4,963 $549K 0.01% -296 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 24 shares; 2025Q1: 630 shares; 2025Q2: 1,044 shares; 2025Q3: 1,234 shares; 2025Q4: 1,336 shares; 2026Q1: 1,627 shares; 2026Q2: 2,231 shares 2,231 $547K 0.01% +604 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: 1,859 shares; 2024Q4: 2,064 shares; 2025Q1: 2,524 shares; 2025Q2: 3,168 shares; 2025Q3: 3,493 shares; 2025Q4: 3,705 shares; 2026Q1: 2,834 shares; 2026Q2: 3,961 shares 3,961 $543K 0.01% +1,127 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 385 shares; 2024Q4: 52 shares; 2025Q1: 12 shares; 2025Q2: 338 shares; 2025Q3: 414 shares; 2025Q4: 457 shares; 2026Q1: 1,909 shares; 2026Q2: 2,512 shares 2,512 $543K 0.01% +603 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 1,625 shares; 2025Q4: 1,625 shares; 2026Q1: 3,814 shares; 2026Q2: 11,494 shares 11,494 $539K 0.01% +7,680 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,895 shares; 2024Q4: 3,233 shares; 2025Q1: 12,734 shares; 2025Q2: 12,903 shares; 2025Q3: 14,460 shares; 2025Q4: 14,620 shares; 2026Q1: 13,708 shares; 2026Q2: 3,974 shares 3,974 $535K 0.01% -9,734 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: 329 shares; 2024Q4: 272 shares; 2025Q1: 2,456 shares; 2025Q2: 4,155 shares; 2025Q3: 4,148 shares; 2025Q4: 3,645 shares; 2026Q1: 3,313 shares; 2026Q2: 2,837 shares 2,837 $534K 0.01% -476 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 820 shares; 2024Q4: 1,049 shares; 2025Q1: 1,264 shares; 2025Q2: 1,723 shares; 2025Q3: 1,875 shares; 2025Q4: 1,929 shares; 2026Q1: 2,124 shares; 2026Q2: 2,240 shares 2,240 $534K 0.01% +116 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: 3,387 shares; 2024Q4: 3,721 shares; 2025Q1: 3,268 shares; 2025Q2: 4,262 shares; 2025Q3: 4,318 shares; 2025Q4: 4,071 shares; 2026Q1: 4,179 shares; 2026Q2: 4,513 shares 4,513 $531K 0.01% +334 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: 78 shares; 2024Q4: 79 shares; 2025Q1: 77 shares; 2025Q2: 824 shares; 2025Q3: 1,043 shares; 2025Q4: 1,246 shares; 2026Q1: 1,174 shares; 2026Q2: 1,012 shares 1,012 $529K 0.01% -162 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 6,781 shares 6,781 $528K 0.01% +6,768 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 428 shares; 2024Q4: 600 shares; 2025Q1: 618 shares; 2025Q2: 1,920 shares; 2025Q3: 695 shares; 2025Q4: 3,441 shares; 2026Q1: 3,142 shares; 2026Q2: 2,434 shares 2,434 $527K 0.01% -708 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: 8,140 shares; 2024Q4: 5,544 shares; 2025Q1: not reported; 2025Q2: 3,520 shares; 2025Q3: 3,619 shares; 2025Q4: 3,699 shares; 2026Q1: 3,725 shares; 2026Q2: 3,999 shares 3,999 $522K 0.01% +274 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: 132 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 138 shares; 2026Q1: 207 shares; 2026Q2: 228 shares 228 $518K 0.01% +21 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,017 shares; 2024Q4: 1,017 shares; 2025Q1: 1,099 shares; 2025Q2: 1,093 shares; 2025Q3: 973 shares; 2025Q4: 973 shares; 2026Q1: 973 shares; 2026Q2: 1,525 shares 1,525 $516K 0.01% +552 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 826 shares; 2024Q4: 805 shares; 2025Q1: 938 shares; 2025Q2: 939 shares; 2025Q3: 889 shares; 2025Q4: 1,184 shares; 2026Q1: 1,354 shares; 2026Q2: 1,512 shares 1,512 $512K 0.01% +158 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 339 shares; 2025Q4: 2,130 shares; 2026Q1: 5,722 shares; 2026Q2: 5,948 shares 5,948 $508K 0.01% +226 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,385 shares; 2024Q4: 20,921 shares; 2025Q1: 17,796 shares; 2025Q2: 17,205 shares; 2025Q3: 28,216 shares; 2025Q4: 29,543 shares; 2026Q1: 8,355 shares; 2026Q2: 8,546 shares 8,546 $508K 0.01% +191 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,660 shares; 2024Q4: 1,790 shares; 2025Q1: 1,989 shares; 2025Q2: 2,003 shares; 2025Q3: 2,854 shares; 2025Q4: 2,885 shares; 2026Q1: 2,243 shares; 2026Q2: 1,722 shares 1,722 $508K 0.01% -521 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 2 shares; 2026Q1: 12 shares; 2026Q2: 4,230 shares 4,230 $507K 0.01% +4,218 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,422 shares; 2024Q4: 2,726 shares; 2025Q1: 7,109 shares; 2025Q2: 78,019 shares; 2025Q3: 87,191 shares; 2025Q4: 70,787 shares; 2026Q1: 12,710 shares; 2026Q2: 9,645 shares 9,645 $506K 0.01% -3,065 Timeline