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UNIVEST FINANCIAL Corp

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13F filer, CIK 102212, SOUDERTON, PA

UNIVEST FINANCIAL Corp reported $2,037,113,763 across 275 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-07. Its ten largest share positions make up 45.37% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000102212-26-000038

Period
2026-06-30
Reported value
$2.04B
Holdings
275
Top 10 weight
45.37%
New
27
Sold out
6

Part of the filer group UNIVEST FINANCIAL Corp

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MGKadded+156,234$13.7M
IUSBadded+177,457$8.19M
VUGadded+32,745$2.82M
NVDAadded+14,092$2.82M
MSFTadded+7,239$2.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MDYGreduced-60,368-$6.77M
SPSMreduced-88,578-$5.11M
MUreduced-2,877-$3.32M
AMATreduced-3,340-$2.41M
POOLexited-11,617-$2.35M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0000102212-26-000038, largest first. % of portfolio is the value over $2,037,113,763, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,099,141 shares; 2024Q4: 2,201,021 shares; 2025Q1: 1,961,508 shares; 2025Q2: 1,922,926 shares; 2025Q3: 2,086,750 shares; 2025Q4: 2,102,710 shares; 2026Q1: 2,129,230 shares; 2026Q2: 2,151,995 shares 2,151,995$184M9.03%+22,765Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,196,615 shares; 2024Q4: 1,576,445 shares; 2025Q1: 1,783,960 shares; 2025Q2: 1,812,265 shares; 2025Q3: 1,759,947 shares; 2025Q4: 1,705,726 shares; 2026Q1: 1,807,986 shares; 2026Q2: 1,833,570 shares 1,833,570$161M7.91%+25,584Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 403,251 shares; 2024Q4: 399,681 shares; 2025Q1: 397,911 shares; 2025Q2: 381,955 shares; 2025Q3: 374,223 shares; 2025Q4: 372,716 shares; 2026Q1: 356,996 shares; 2026Q2: 357,455 shares 357,455$103M5.08%+459Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,705 shares; 2024Q4: 229,220 shares; 2025Q1: 249,445 shares; 2025Q2: 292,471 shares; 2025Q3: 280,074 shares; 2025Q4: 266,266 shares; 2026Q1: 238,130 shares; 2026Q2: 241,488 shares 241,488$86.3M4.24%+3,358Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,804 shares; 2025Q3: 97,450 shares; 2025Q4: 89,618 shares; 2026Q1: 65,083 shares; 2026Q2: 62,206 shares 62,206$71.8M3.52%-2,877Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,749 shares; 2024Q4: 160,123 shares; 2025Q1: 166,497 shares; 2025Q2: 167,243 shares; 2025Q3: 155,552 shares; 2025Q4: 155,389 shares; 2026Q1: 176,049 shares; 2026Q2: 183,288 shares 183,288$68.4M3.36%+7,239Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,972 shares; 2024Q4: 118,145 shares; 2025Q1: 273,429 shares; 2025Q2: 321,444 shares; 2025Q3: 278,008 shares; 2025Q4: 291,726 shares; 2026Q1: 316,215 shares; 2026Q2: 330,307 shares 330,307$66.1M3.24%+14,092Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,145 shares; 2024Q4: 192,970 shares; 2025Q1: 205,515 shares; 2025Q2: 241,808 shares; 2025Q3: 242,298 shares; 2025Q4: 241,584 shares; 2026Q1: 263,495 shares; 2026Q2: 269,380 shares 269,380$64.2M3.15%+5,885Timeline
SPABSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,296,401 shares; 2024Q4: 2,218,830 shares; 2025Q1: 2,940,400 shares; 2025Q2: 2,963,765 shares; 2025Q3: 3,080,742 shares; 2025Q4: 3,074,608 shares; 2026Q1: 2,415,915 shares; 2026Q2: 2,350,569 shares 2,350,569$60M2.94%-65,346Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 517,593 shares; 2024Q4: 746,932 shares; 2025Q1: 683,397 shares; 2025Q2: 733,112 shares; 2025Q3: 832,918 shares; 2025Q4: 996,771 shares; 2026Q1: 1,101,390 shares; 2026Q2: 1,278,847 shares 1,278,847$59M2.9%+177,457Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,389 shares; 2024Q4: 153,101 shares; 2025Q1: 150,873 shares; 2025Q2: 155,699 shares; 2025Q3: 133,153 shares; 2025Q4: 133,283 shares; 2026Q1: 139,483 shares; 2026Q2: 140,274 shares 140,274$53M2.6%+791Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,574 shares; 2024Q4: 3,154 shares; 2025Q1: 17,938 shares; 2025Q2: 27,619 shares; 2025Q3: 34,297 shares; 2025Q4: 33,395 shares; 2026Q1: 32,445 shares; 2026Q2: 33,820 shares 33,820$40.6M1.99%+1,375Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,526 shares; 2024Q4: 63,944 shares; 2025Q1: 62,052 shares; 2025Q2: 63,988 shares; 2025Q3: 61,323 shares; 2025Q4: 62,118 shares; 2026Q1: 62,410 shares; 2026Q2: 63,725 shares 63,725$35.9M1.76%+1,315Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 312,969 shares; 2024Q4: 314,165 shares; 2025Q1: 346,396 shares; 2025Q2: 349,721 shares; 2025Q3: 358,259 shares; 2025Q4: 355,896 shares; 2026Q1: 337,401 shares; 2026Q2: 344,774 shares 344,774$30.3M1.49%+7,373Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276,856 shares; 2024Q4: 273,159 shares; 2025Q1: 275,537 shares; 2025Q2: 307,155 shares; 2025Q3: 298,162 shares; 2025Q4: 591,160 shares; 2026Q1: 549,718 shares; 2026Q2: 560,453 shares 560,453$29.8M1.46%+10,735Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,054 shares; 2024Q4: 100,762 shares; 2025Q1: 87,284 shares; 2025Q2: 85,472 shares; 2025Q3: 59,499 shares; 2025Q4: 55,185 shares; 2026Q1: 40,954 shares; 2026Q2: 37,614 shares 37,614$27.2M1.33%-3,340Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,853 shares; 2024Q4: 81,119 shares; 2025Q1: 74,227 shares; 2025Q2: 65,311 shares; 2025Q3: 66,421 shares; 2025Q4: 65,625 shares; 2026Q1: 78,155 shares; 2026Q2: 76,949 shares 76,949$26.4M1.3%-1,206Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,062 shares; 2024Q4: 44,696 shares; 2025Q1: 43,754 shares; 2025Q2: 43,432 shares; 2025Q3: 39,991 shares; 2025Q4: 39,592 shares; 2026Q1: 40,527 shares; 2026Q2: 37,714 shares 37,714$25.9M1.27%-2,813Timeline
UVSPUNIVEST FINANCIAL CORPORATIOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 531,448 shares; 2024Q4: 531,828 shares; 2025Q1: 520,580 shares; 2025Q2: 503,000 shares; 2025Q3: 505,323 shares; 2025Q4: 617,526 shares; 2026Q1: 501,751 shares; 2026Q2: 503,433 shares 503,433$22M1.08%+1,682Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,399 shares; 2024Q4: 64,400 shares; 2025Q1: 70,992 shares; 2025Q2: 80,480 shares; 2025Q3: 85,609 shares; 2025Q4: 113,386 shares; 2026Q1: 159,312 shares; 2026Q2: 172,593 shares 172,593$20.5M1.01%+13,281Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,993 shares; 2024Q4: 33,770 shares; 2025Q1: 33,996 shares; 2025Q2: 37,551 shares; 2025Q3: 35,578 shares; 2025Q4: 35,602 shares; 2026Q1: 46,126 shares; 2026Q2: 50,216 shares 50,216$20.5M1%+4,090Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,362 shares; 2024Q4: 31,713 shares; 2025Q1: 32,870 shares; 2025Q2: 34,211 shares; 2025Q3: 48,250 shares; 2025Q4: 33,834 shares; 2026Q1: 49,671 shares; 2026Q2: 48,034 shares 48,034$20M0.98%-1,637Timeline
BLKBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 29,930 shares; 2025Q1: 26,444 shares; 2025Q2: 20,139 shares; 2025Q3: 17,657 shares; 2025Q4: 17,296 shares; 2026Q1: 17,605 shares; 2026Q2: 18,503 shares 18,503$17.8M0.87%+898Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,093 shares; 2024Q4: 71,449 shares; 2025Q1: 70,827 shares; 2025Q2: 70,680 shares; 2025Q3: 69,722 shares; 2025Q4: 68,962 shares; 2026Q1: 68,513 shares; 2026Q2: 69,498 shares 69,498$17.7M0.87%+985Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 867 shares; 2024Q4: 1,272 shares; 2025Q1: not reported; 2025Q2: 617 shares; 2025Q3: 526 shares; 2025Q4: 8,850 shares; 2026Q1: 39,324 shares; 2026Q2: 195,558 shares 195,558$17.2M0.84%+156,234Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,186 shares; 2024Q4: 39,776 shares; 2025Q1: 31,337 shares; 2025Q2: 31,444 shares; 2025Q3: 35,515 shares; 2025Q4: 34,403 shares; 2026Q1: 33,259 shares; 2026Q2: 33,810 shares 33,810$17M0.83%+551Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,720 shares; 2024Q4: 5,430 shares; 2025Q1: 14,844 shares; 2025Q2: 15,399 shares; 2025Q3: 14,463 shares; 2025Q4: 14,581 shares; 2026Q1: 15,838 shares; 2026Q2: 14,756 shares 14,756$16.7M0.82%-1,082Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,295 shares; 2024Q4: 21,004 shares; 2025Q1: 18,237 shares; 2025Q2: 18,009 shares; 2025Q3: 18,576 shares; 2025Q4: 18,508 shares; 2026Q1: 18,350 shares; 2026Q2: 17,673 shares 17,673$16.5M0.81%-677Timeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 2,322 shares; 2025Q4: 4,657 shares; 2026Q1: 11,557 shares; 2026Q2: 13,791 shares 13,791$16.5M0.81%+2,234Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,049 shares; 2024Q4: 106,167 shares; 2025Q1: 129,900 shares; 2025Q2: 134,427 shares; 2025Q3: 137,443 shares; 2025Q4: 137,139 shares; 2026Q1: 143,747 shares; 2026Q2: 148,493 shares 148,493$16M0.78%+4,746Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,476 shares; 2024Q4: 35,891 shares; 2025Q1: 41,133 shares; 2025Q2: 43,832 shares; 2025Q3: 47,192 shares; 2025Q4: 53,999 shares; 2026Q1: 61,450 shares; 2026Q2: 68,375 shares 68,375$14.9M0.73%+6,925Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,737 shares; 2024Q4: 5,712 shares; 2025Q1: 6,532 shares; 2025Q2: 8,258 shares; 2025Q3: 19,311 shares; 2025Q4: 14,725 shares; 2026Q1: 30,562 shares; 2026Q2: 32,936 shares 32,936$14.7M0.72%+2,374Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,474 shares; 2024Q4: 47,624 shares; 2025Q1: 42,409 shares; 2025Q2: 42,443 shares; 2025Q3: 42,309 shares; 2025Q4: 41,280 shares; 2026Q1: 41,720 shares; 2026Q2: 40,629 shares 40,629$13.7M0.67%-1,091Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,504 shares; 2024Q4: 4,377 shares; 2025Q1: 69,206 shares; 2025Q2: 78,737 shares; 2025Q3: 83,243 shares; 2025Q4: 82,126 shares; 2026Q1: 76,913 shares; 2026Q2: 71,404 shares 71,404$12.9M0.63%-5,509Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,560 shares; 2024Q4: 94,445 shares; 2025Q1: 94,348 shares; 2025Q2: 93,498 shares; 2025Q3: 95,212 shares; 2025Q4: 93,297 shares; 2026Q1: 88,835 shares; 2026Q2: 84,502 shares 84,502$12.8M0.63%-4,333Timeline
TELTE CONNECTIVITY PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,747 shares; 2024Q4: 76,096 shares; 2025Q1: 77,597 shares; 2025Q2: 76,757 shares; 2025Q3: 67,810 shares; 2025Q4: 66,025 shares; 2026Q1: 62,867 shares; 2026Q2: 59,782 shares 59,782$12.1M0.59%-3,085Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,260 shares; 2024Q4: 42,016 shares; 2025Q1: 55,547 shares; 2025Q2: 56,317 shares; 2025Q3: 50,157 shares; 2025Q4: 49,267 shares; 2026Q1: 43,191 shares; 2026Q2: 40,557 shares 40,557$11.8M0.58%-2,634Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,827 shares; 2024Q4: 27,947 shares; 2025Q1: 29,877 shares; 2025Q2: 30,542 shares; 2025Q3: 30,747 shares; 2025Q4: 28,845 shares; 2026Q1: 30,351 shares; 2026Q2: 30,870 shares 30,870$11.4M0.56%+519Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,883 shares; 2024Q4: 40,616 shares; 2025Q1: 39,646 shares; 2025Q2: 38,208 shares; 2025Q3: 37,427 shares; 2025Q4: 36,774 shares; 2026Q1: 34,146 shares; 2026Q2: 34,423 shares 34,423$11.3M0.55%+277Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,180 shares; 2024Q4: 73,339 shares; 2025Q1: 54,779 shares; 2025Q2: 47,229 shares; 2025Q3: 53,558 shares; 2025Q4: 54,163 shares; 2026Q1: 59,323 shares; 2026Q2: 71,812 shares 71,812$11M0.54%+12,489Timeline
ANETARISTA NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 61,639 shares; 2025Q1: 60,024 shares; 2025Q2: 63,653 shares; 2025Q3: 57,578 shares; 2025Q4: 58,459 shares; 2026Q1: 57,383 shares; 2026Q2: 62,785 shares 62,785$10.7M0.52%+5,402Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,270 shares; 2024Q4: 67,138 shares; 2025Q1: 64,487 shares; 2025Q2: 60,971 shares; 2025Q3: 59,955 shares; 2025Q4: 44,558 shares; 2026Q1: 65,143 shares; 2026Q2: 62,911 shares 62,911$10.3M0.51%-2,232Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,438 shares; 2024Q4: 34,324 shares; 2025Q1: 34,532 shares; 2025Q2: 34,415 shares; 2025Q3: 35,930 shares; 2025Q4: 35,686 shares; 2026Q1: 30,950 shares; 2026Q2: 29,118 shares 29,118$10M0.49%-1,832Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,268 shares; 2024Q4: 20,942 shares; 2025Q1: 25,726 shares; 2025Q2: 27,813 shares; 2025Q3: 27,705 shares; 2025Q4: 26,601 shares; 2026Q1: 26,004 shares; 2026Q2: 26,450 shares 26,450$9.35M0.46%+446Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,339 shares; 2024Q4: 37,173 shares; 2025Q1: 33,439 shares; 2025Q2: 34,039 shares; 2025Q3: 37,615 shares; 2025Q4: 36,859 shares; 2026Q1: 29,814 shares; 2026Q2: 29,060 shares 29,060$9.1M0.45%-754Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,078 shares; 2024Q4: 137,526 shares; 2025Q1: 128,120 shares; 2025Q2: 127,026 shares; 2025Q3: 118,699 shares; 2025Q4: 116,750 shares; 2026Q1: 97,251 shares; 2026Q2: 98,042 shares 98,042$9.05M0.44%+791Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,002 shares; 2024Q4: 12,846 shares; 2025Q1: 182,116 shares; 2025Q2: 159,720 shares; 2025Q3: 150,062 shares; 2025Q4: 149,265 shares; 2026Q1: 159,624 shares; 2026Q2: 155,428 shares 155,428$8.86M0.43%-4,196Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,382 shares; 2024Q4: 76,302 shares; 2025Q1: 52,140 shares; 2025Q2: 51,076 shares; 2025Q3: 59,247 shares; 2025Q4: 45,476 shares; 2026Q1: 58,676 shares; 2026Q2: 55,576 shares 55,576$8.71M0.43%-3,100Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,282 shares; 2024Q4: 129,300 shares; 2025Q1: 171,589 shares; 2025Q2: 177,818 shares; 2025Q3: 178,875 shares; 2025Q4: 126,271 shares; 2026Q1: 159,513 shares; 2026Q2: 148,902 shares 148,902$8.61M0.42%-10,611Timeline
EMEEMCOR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,773 shares; 2025Q2: 11,420 shares; 2025Q3: 9,742 shares; 2025Q4: 9,613 shares; 2026Q1: 8,878 shares; 2026Q2: 10,374 shares 10,374$8.61M0.42%+1,496Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,716 shares; 2024Q4: 14,202 shares; 2025Q1: 18,419 shares; 2025Q2: 20,546 shares; 2025Q3: 20,323 shares; 2025Q4: 19,400 shares; 2026Q1: 14,206 shares; 2026Q2: 13,072 shares 13,072$8.15M0.4%-1,134Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,326 shares; 2025Q2: 8,556 shares; 2025Q3: 8,879 shares; 2025Q4: 9,256 shares; 2026Q1: 8,731 shares; 2026Q2: 9,834 shares 9,834$7.82M0.38%+1,103Timeline
BRBROADRIDGE FINL SOLUTIONS INQuarterly 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: 50,636 shares; 2026Q2: 56,031 shares 56,031$7.67M0.38%+5,395Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,060 shares; 2024Q4: 3,984 shares; 2025Q1: 7,436 shares; 2025Q2: 9,316 shares; 2025Q3: 11,001 shares; 2025Q4: 11,297 shares; 2026Q1: 12,782 shares; 2026Q2: 14,840 shares 14,840$7.62M0.37%+2,058Timeline
MNSTMONSTER BEVERAGE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,826 shares; 2024Q4: 69,346 shares; 2025Q1: 74,852 shares; 2025Q2: 71,403 shares; 2025Q3: 70,044 shares; 2025Q4: 68,967 shares; 2026Q1: 62,702 shares; 2026Q2: 77,239 shares 77,239$7.42M0.36%+14,537Timeline
TDTORONTO DOMINION BK ONTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,209 shares; 2024Q4: 60,710 shares; 2025Q1: 60,560 shares; 2025Q2: 60,782 shares; 2025Q3: 60,782 shares; 2025Q4: 60,782 shares; 2026Q1: 60,658 shares; 2026Q2: 60,658 shares 60,658$7.37M0.36%0Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,991 shares; 2024Q4: 20,312 shares; 2025Q1: 20,659 shares; 2025Q2: 20,631 shares; 2025Q3: 21,051 shares; 2025Q4: 21,200 shares; 2026Q1: 21,148 shares; 2026Q2: 25,343 shares 25,343$7.06M0.35%+4,195Timeline
ULTAULTA BEAUTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,664 shares; 2024Q4: 10,582 shares; 2025Q1: 20,676 shares; 2025Q2: 19,473 shares; 2025Q3: 17,718 shares; 2025Q4: 17,156 shares; 2026Q1: 15,628 shares; 2026Q2: 15,329 shares 15,329$6.91M0.34%-299Timeline
MDYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,380 shares; 2024Q4: 21,803 shares; 2025Q1: 19,921 shares; 2025Q2: 21,275 shares; 2025Q3: 26,685 shares; 2025Q4: 320,940 shares; 2026Q1: 121,342 shares; 2026Q2: 60,974 shares 60,974$6.83M0.34%-60,368Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,305 shares; 2025Q2: 65,131 shares; 2025Q3: 59,923 shares; 2025Q4: 63,960 shares; 2026Q1: 73,514 shares; 2026Q2: 93,225 shares 93,225$6.73M0.33%+19,711Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,413 shares; 2024Q4: 4,879 shares; 2025Q1: 5,068 shares; 2025Q2: 5,279 shares; 2025Q3: 6,094 shares; 2025Q4: 5,079 shares; 2026Q1: 5,915 shares; 2026Q2: 6,431 shares 6,431$6.7M0.33%+516Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,668 shares; 2024Q4: 18,404 shares; 2025Q1: 14,714 shares; 2025Q2: 7,543 shares; 2025Q3: 7,614 shares; 2025Q4: 109,493 shares; 2026Q1: 32,504 shares; 2026Q2: 32,897 shares 32,897$6.27M0.31%+393Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,998 shares; 2024Q4: 5,093 shares; 2025Q1: 5,586 shares; 2025Q2: 6,061 shares; 2025Q3: 6,013 shares; 2025Q4: 5,813 shares; 2026Q1: 5,243 shares; 2026Q2: 6,359 shares 6,359$6.22M0.31%+1,116Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,547 shares; 2024Q4: 3,769 shares; 2025Q1: 3,881 shares; 2025Q2: 3,829 shares; 2025Q3: 3,407 shares; 2025Q4: 3,384 shares; 2026Q1: 3,504 shares; 2026Q2: 4,263 shares 4,263$5.68M0.28%+759Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,089 shares; 2024Q4: 19,442 shares; 2025Q1: 19,753 shares; 2025Q2: 18,606 shares; 2025Q3: 18,786 shares; 2025Q4: 18,202 shares; 2026Q1: 17,172 shares; 2026Q2: 16,009 shares 16,009$5.65M0.28%-1,163Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,411 shares; 2024Q4: 36,777 shares; 2025Q1: 37,702 shares; 2025Q2: 36,959 shares; 2025Q3: 34,011 shares; 2025Q4: 34,080 shares; 2026Q1: 36,848 shares; 2026Q2: 45,554 shares 45,554$5.61M0.28%+8,706Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,207 shares; 2024Q4: 56,215 shares; 2025Q1: 45,409 shares; 2025Q2: 44,004 shares; 2025Q3: 46,904 shares; 2025Q4: 46,396 shares; 2026Q1: 46,052 shares; 2026Q2: 47,520 shares 47,520$5.58M0.27%+1,468Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,283 shares; 2024Q4: 7,886 shares; 2025Q1: 20,102 shares; 2025Q2: 24,327 shares; 2025Q3: 29,243 shares; 2025Q4: 12,002 shares; 2026Q1: 26,895 shares; 2026Q2: 26,482 shares 26,482$5.43M0.27%-413Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,843 shares; 2024Q4: 18,389 shares; 2025Q1: 27,475 shares; 2025Q2: 32,383 shares; 2025Q3: 29,542 shares; 2025Q4: 28,454 shares; 2026Q1: 22,407 shares; 2026Q2: 20,740 shares 20,740$5.3M0.26%-1,667Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,478 shares; 2024Q4: 52,188 shares; 2025Q1: 48,510 shares; 2025Q2: 50,074 shares; 2025Q3: 46,608 shares; 2025Q4: 45,233 shares; 2026Q1: 45,350 shares; 2026Q2: 45,725 shares 45,725$5.18M0.25%+375Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,861 shares; 2024Q4: 5,907 shares; 2025Q1: 6,349 shares; 2025Q2: 6,187 shares; 2025Q3: 3,849 shares; 2025Q4: 4,335 shares; 2026Q1: 3,960 shares; 2026Q2: 6,769 shares 6,769$5.07M0.25%+2,809Timeline
JNKSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,823 shares; 2024Q4: 30,485 shares; 2025Q1: 29,269 shares; 2025Q2: 31,661 shares; 2025Q3: 34,832 shares; 2025Q4: 37,762 shares; 2026Q1: 44,363 shares; 2026Q2: 50,759 shares 50,759$4.89M0.24%+6,396Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,012 shares; 2024Q4: 22,029 shares; 2025Q1: 25,753 shares; 2025Q2: 28,317 shares; 2025Q3: 32,422 shares; 2025Q4: 37,788 shares; 2026Q1: 42,806 shares; 2026Q2: 50,634 shares 50,634$4.79M0.23%+7,828Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,218 shares; 2024Q4: 32,329 shares; 2025Q1: 35,291 shares; 2025Q2: 36,459 shares; 2025Q3: 36,201 shares; 2025Q4: 35,943 shares; 2026Q1: 32,378 shares; 2026Q2: 33,260 shares 33,260$4.55M0.22%+882Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,258 shares; 2024Q4: 14,187 shares; 2025Q1: 13,514 shares; 2025Q2: 13,143 shares; 2025Q3: 13,514 shares; 2025Q4: 13,182 shares; 2026Q1: 12,569 shares; 2026Q2: 12,536 shares 12,536$4.54M0.22%-33Timeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,890 shares; 2025Q2: 5,976 shares; 2025Q3: 7,364 shares; 2025Q4: 6,097 shares; 2026Q1: 7,063 shares; 2026Q2: 9,049 shares 9,049$4.49M0.22%+1,986Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,946 shares; 2024Q4: 9,415 shares; 2025Q1: 8,209 shares; 2025Q2: 7,756 shares; 2025Q3: 8,784 shares; 2025Q4: 8,542 shares; 2026Q1: 9,180 shares; 2026Q2: 11,291 shares 11,291$4.49M0.22%+2,111Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,798 shares; 2024Q4: 10,452 shares; 2025Q1: 10,219 shares; 2025Q2: 10,091 shares; 2025Q3: 10,174 shares; 2025Q4: 9,989 shares; 2026Q1: 8,429 shares; 2026Q2: 8,606 shares 8,606$4.38M0.22%+177Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,952 shares; 2024Q4: 80,732 shares; 2025Q1: 77,645 shares; 2025Q2: 77,263 shares; 2025Q3: 86,199 shares; 2025Q4: 79,792 shares; 2026Q1: 84,519 shares; 2026Q2: 86,389 shares 86,389$4.35M0.21%+1,870Timeline
EXLSEXLSERVICE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,447 shares; 2024Q4: 87,779 shares; 2025Q1: 80,286 shares; 2025Q2: 82,779 shares; 2025Q3: 98,265 shares; 2025Q4: 99,001 shares; 2026Q1: 126,092 shares; 2026Q2: 167,574 shares 167,574$4.33M0.21%+41,482Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,448 shares; 2024Q4: 2,323 shares; 2025Q1: 8,516 shares; 2025Q2: 11,546 shares; 2025Q3: 6,880 shares; 2025Q4: 6,464 shares; 2026Q1: 6,590 shares; 2026Q2: 8,076 shares 8,076$4.25M0.21%+1,486Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,535 shares; 2024Q4: 4,398 shares; 2025Q1: 4,257 shares; 2025Q2: 4,283 shares; 2025Q3: 4,283 shares; 2025Q4: 4,137 shares; 2026Q1: 4,046 shares; 2026Q2: 3,939 shares 3,939$4.19M0.21%-107Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,873 shares; 2024Q4: 5,509 shares; 2025Q1: 5,159 shares; 2025Q2: 5,976 shares; 2025Q3: 6,110 shares; 2025Q4: 6,035 shares; 2026Q1: 5,672 shares; 2026Q2: 5,565 shares 5,565$4.16M0.2%-107Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,905 shares; 2025Q2: 23,920 shares; 2025Q3: 25,360 shares; 2025Q4: 20,217 shares; 2026Q1: 22,718 shares; 2026Q2: 29,013 shares 29,013$4.15M0.2%+6,295Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,188 shares; 2024Q4: 12,368 shares; 2025Q1: 12,687 shares; 2025Q2: 13,388 shares; 2025Q3: 13,284 shares; 2025Q4: 13,236 shares; 2026Q1: 14,259 shares; 2026Q2: 14,652 shares 14,652$3.96M0.19%+393Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,128 shares; 2024Q4: 6,210 shares; 2025Q1: 4,355 shares; 2025Q2: 3,593 shares; 2025Q3: 3,895 shares; 2025Q4: 19,953 shares; 2026Q1: 27,439 shares; 2026Q2: 38,809 shares 38,809$3.85M0.19%+11,370Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,875 shares; 2024Q4: 27,554 shares; 2025Q1: 28,728 shares; 2025Q2: 28,839 shares; 2025Q3: 30,529 shares; 2025Q4: 29,746 shares; 2026Q1: 28,510 shares; 2026Q2: 28,223 shares 28,223$3.82M0.19%-287Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,751 shares; 2024Q4: 110,602 shares; 2025Q1: 63,291 shares; 2025Q2: 77,491 shares; 2025Q3: 66,910 shares; 2025Q4: 85,077 shares; 2026Q1: 68,839 shares; 2026Q2: 75,502 shares 75,502$3.82M0.19%+6,663Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,882 shares; 2024Q4: 51,885 shares; 2025Q1: 45,811 shares; 2025Q2: 49,335 shares; 2025Q3: 55,682 shares; 2025Q4: 58,677 shares; 2026Q1: 68,772 shares; 2026Q2: 77,977 shares 77,977$3.78M0.19%+9,205Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,228 shares; 2024Q4: 74,516 shares; 2025Q1: 62,110 shares; 2025Q2: 56,663 shares; 2025Q3: 48,257 shares; 2025Q4: 30,384 shares; 2026Q1: 52,495 shares; 2026Q2: 51,865 shares 51,865$3.73M0.18%-630Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,350 shares; 2024Q4: 36,446 shares; 2025Q1: 23,830 shares; 2025Q2: 22,693 shares; 2025Q3: 27,587 shares; 2025Q4: 18,749 shares; 2026Q1: 30,185 shares; 2026Q2: 29,916 shares 29,916$3.72M0.18%-269Timeline
SLYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,978 shares; 2024Q4: 113,407 shares; 2025Q1: 29,155 shares; 2025Q2: 19,501 shares; 2025Q3: 21,318 shares; 2025Q4: 22,250 shares; 2026Q1: 25,521 shares; 2026Q2: 30,443 shares 30,443$3.63M0.18%+4,922Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,278 shares; 2024Q4: 30,535 shares; 2025Q1: 35,497 shares; 2025Q2: 29,081 shares; 2025Q3: 23,813 shares; 2025Q4: 23,885 shares; 2026Q1: 26,075 shares; 2026Q2: 30,399 shares 30,399$3.58M0.18%+4,324Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,152 shares; 2024Q4: 13,130 shares; 2025Q1: 11,891 shares; 2025Q2: 12,066 shares; 2025Q3: 12,639 shares; 2025Q4: 13,953 shares; 2026Q1: 16,374 shares; 2026Q2: 18,019 shares 18,019$3.56M0.17%+1,645Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,434 shares; 2024Q4: 24,065 shares; 2025Q1: 26,181 shares; 2025Q2: 25,517 shares; 2025Q3: 24,479 shares; 2025Q4: 23,661 shares; 2026Q1: 22,878 shares; 2026Q2: 23,716 shares 23,716$3.48M0.17%+838Timeline
SLYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,916 shares; 2024Q4: 18,123 shares; 2025Q1: 17,772 shares; 2025Q2: 18,959 shares; 2025Q3: 21,155 shares; 2025Q4: 28,478 shares; 2026Q1: 27,486 shares; 2026Q2: 31,636 shares 31,636$3.45M0.17%+4,150Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,613 shares; 2024Q4: 9,959 shares; 2025Q1: 14,339 shares; 2025Q2: 14,435 shares; 2025Q3: 15,212 shares; 2025Q4: 13,883 shares; 2026Q1: 12,734 shares; 2026Q2: 12,657 shares 12,657$3.44M0.17%-77Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,680 shares; 2024Q4: 6,905 shares; 2025Q1: 6,848 shares; 2025Q2: 6,656 shares; 2025Q3: 6,638 shares; 2025Q4: 6,721 shares; 2026Q1: 6,802 shares; 2026Q2: 39,547 shares 39,547$3.41M0.17%+32,745Timeline
DARDARLING INGREDIENTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,698 shares; 2024Q4: 37,480 shares; 2025Q1: 53,564 shares; 2025Q2: 85,772 shares; 2025Q3: 89,793 shares; 2025Q4: 78,951 shares; 2026Q1: 64,246 shares; 2026Q2: 61,438 shares 61,438$3.36M0.16%-2,808Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,802 shares; 2024Q4: 46,075 shares; 2025Q1: 46,476 shares; 2025Q2: 46,293 shares; 2025Q3: 27,683 shares; 2025Q4: 26,425 shares; 2026Q1: 25,039 shares; 2026Q2: 24,610 shares 24,610$3.16M0.16%-429Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,680 shares; 2024Q4: 11,790 shares; 2025Q1: 11,571 shares; 2025Q2: 12,425 shares; 2025Q3: 12,784 shares; 2025Q4: 13,669 shares; 2026Q1: 13,131 shares; 2026Q2: 13,559 shares 13,559$3.02M0.15%+428Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,332 shares; 2024Q4: 7,487 shares; 2025Q1: 7,875 shares; 2025Q2: 8,705 shares; 2025Q3: 7,506 shares; 2025Q4: 8,405 shares; 2026Q1: 7,498 shares; 2026Q2: 7,573 shares 7,573$3.01M0.15%+75Timeline
DTDYNATRACE INCQuarterly 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: 27,966 shares; 2026Q1: 49,010 shares; 2026Q2: 67,839 shares 67,839$2.98M0.15%+18,829Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,675 shares; 2024Q4: 54,267 shares; 2025Q1: 46,796 shares; 2025Q2: 46,391 shares; 2025Q3: 41,619 shares; 2025Q4: 41,120 shares; 2026Q1: 40,648 shares; 2026Q2: 38,610 shares 38,610$2.98M0.15%-2,038Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,116 shares; 2024Q4: 6,996 shares; 2025Q1: 6,956 shares; 2025Q2: 6,835 shares; 2025Q3: 6,758 shares; 2025Q4: 6,517 shares; 2026Q1: 6,681 shares; 2026Q2: 6,908 shares 6,908$2.91M0.14%+227Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,302 shares; 2024Q4: 8,903 shares; 2025Q1: 8,652 shares; 2025Q2: 7,576 shares; 2025Q3: 17,069 shares; 2025Q4: 14,668 shares; 2026Q1: 17,731 shares; 2026Q2: 17,291 shares 17,291$2.88M0.14%-440Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,542 shares; 2024Q4: 24,570 shares; 2025Q1: 14,718 shares; 2025Q2: 14,594 shares; 2025Q3: 21,755 shares; 2025Q4: 21,598 shares; 2026Q1: 21,508 shares; 2026Q2: 19,076 shares 19,076$2.83M0.14%-2,432Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,378 shares; 2024Q4: 5,379 shares; 2025Q1: 5,631 shares; 2025Q2: 5,529 shares; 2025Q3: 5,601 shares; 2025Q4: 5,390 shares; 2026Q1: 5,332 shares; 2026Q2: 5,401 shares 5,401$2.7M0.13%+69Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,679 shares; 2024Q4: 28,573 shares; 2025Q1: 21,420 shares; 2025Q2: 21,442 shares; 2025Q3: 23,236 shares; 2025Q4: 23,534 shares; 2026Q1: 29,397 shares; 2026Q2: 29,247 shares 29,247$2.65M0.13%-150Timeline
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,044 shares; 2024Q4: 39,303 shares; 2025Q1: 29,535 shares; 2025Q2: 29,071 shares; 2025Q3: 30,005 shares; 2025Q4: 30,040 shares; 2026Q1: 28,848 shares; 2026Q2: 29,741 shares 29,741$2.52M0.12%+893Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,368 shares; 2024Q4: 15,838 shares; 2025Q1: 11,243 shares; 2025Q2: 8,804 shares; 2025Q3: 8,736 shares; 2025Q4: 9,118 shares; 2026Q1: 9,994 shares; 2026Q2: 12,846 shares 12,846$2.5M0.12%+2,852Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,266 shares; 2024Q4: 2,889 shares; 2025Q1: 3,296 shares; 2025Q2: 3,359 shares; 2025Q3: 3,265 shares; 2025Q4: 3,268 shares; 2026Q1: 5,975 shares; 2026Q2: 9,247 shares 9,247$2.41M0.12%+3,272Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,045 shares; 2024Q4: 85,725 shares; 2025Q1: 35,217 shares; 2025Q2: 7,759 shares; 2025Q3: 9,029 shares; 2025Q4: 58,063 shares; 2026Q1: 13,619 shares; 2026Q2: 14,671 shares 14,671$2.33M0.11%+1,052Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,461 shares; 2024Q4: 11,018 shares; 2025Q1: 12,502 shares; 2025Q2: 22,132 shares; 2025Q3: 22,925 shares; 2025Q4: 23,244 shares; 2026Q1: 20,200 shares; 2026Q2: 21,289 shares 21,289$2.28M0.11%+1,089Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,726 shares; 2024Q4: 9,573 shares; 2025Q1: 12,289 shares; 2025Q2: 13,244 shares; 2025Q3: 14,677 shares; 2025Q4: 16,567 shares; 2026Q1: 14,987 shares; 2026Q2: 15,510 shares 15,510$2.1M0.1%+523Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 483 shares; 2024Q4: 383 shares; 2025Q1: 2,483 shares; 2025Q2: 2,851 shares; 2025Q3: 2,854 shares; 2025Q4: 27,187 shares; 2026Q1: 27,315 shares; 2026Q2: 27,978 shares 27,978$2M0.1%+663Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,940 shares; 2024Q4: 26,275 shares; 2025Q1: 26,297 shares; 2025Q2: 25,990 shares; 2025Q3: 25,940 shares; 2025Q4: 26,002 shares; 2026Q1: 25,932 shares; 2026Q2: 26,021 shares 26,021$1.99M0.1%+89Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,486 shares; 2024Q4: 35,140 shares; 2025Q1: 35,251 shares; 2025Q2: 35,055 shares; 2025Q3: 34,262 shares; 2025Q4: 34,153 shares; 2026Q1: 34,205 shares; 2026Q2: 34,176 shares 34,176$1.97M0.1%-29Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,584 shares; 2024Q4: 2,508 shares; 2025Q1: 2,280 shares; 2025Q2: 2,280 shares; 2025Q3: 2,873 shares; 2025Q4: 3,820 shares; 2026Q1: 3,275 shares; 2026Q2: 2,605 shares 2,605$1.92M0.09%-670Timeline
WSOWATSCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,902 shares; 2024Q4: 4,928 shares; 2025Q1: 5,334 shares; 2025Q2: 5,286 shares; 2025Q3: 5,008 shares; 2025Q4: 4,361 shares; 2026Q1: 4,539 shares; 2026Q2: 4,601 shares 4,601$1.92M0.09%+62Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,235 shares; 2024Q4: 10,313 shares; 2025Q1: 8,974 shares; 2025Q2: 10,112 shares; 2025Q3: 8,363 shares; 2025Q4: 8,651 shares; 2026Q1: 8,683 shares; 2026Q2: 8,264 shares 8,264$1.82M0.09%-419Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,119 shares; 2024Q4: 142,711 shares; 2025Q1: 28,183 shares; 2025Q2: 15,714 shares; 2025Q3: 15,396 shares; 2025Q4: 76,864 shares; 2026Q1: 23,892 shares; 2026Q2: 21,360 shares 21,360$1.77M0.09%-2,532Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,227 shares; 2024Q4: 7,912 shares; 2025Q1: 7,572 shares; 2025Q2: 7,752 shares; 2025Q3: 7,524 shares; 2025Q4: 7,160 shares; 2026Q1: 6,937 shares; 2026Q2: 6,866 shares 6,866$1.73M0.08%-71Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,429 shares; 2025Q2: 8,966 shares; 2025Q3: 8,829 shares; 2025Q4: 8,869 shares; 2026Q1: 9,538 shares; 2026Q2: 12,100 shares 12,100$1.69M0.08%+2,562Timeline
ETRENTERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,509 shares; 2024Q4: 16,550 shares; 2025Q1: 15,380 shares; 2025Q2: 15,168 shares; 2025Q3: 15,145 shares; 2025Q4: 14,817 shares; 2026Q1: 14,480 shares; 2026Q2: 14,548 shares 14,548$1.67M0.08%+68Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,617 shares; 2024Q4: 20,084 shares; 2025Q1: 15,382 shares; 2025Q2: 13,098 shares; 2025Q3: 14,087 shares; 2025Q4: 11,451 shares; 2026Q1: 13,559 shares; 2026Q2: 13,746 shares 13,746$1.61M0.08%+187Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,081 shares; 2024Q4: 38,860 shares; 2025Q1: 38,022 shares; 2025Q2: 38,022 shares; 2025Q3: 36,795 shares; 2025Q4: 36,795 shares; 2026Q1: 35,817 shares; 2026Q2: 35,238 shares 35,238$1.56M0.08%-579Timeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,785 shares; 2024Q4: 3,834 shares; 2025Q1: 3,209 shares; 2025Q2: 3,263 shares; 2025Q3: 3,362 shares; 2025Q4: 3,556 shares; 2026Q1: 3,693 shares; 2026Q2: 3,832 shares 3,832$1.54M0.08%+139Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,090 shares; 2024Q4: 2,154 shares; 2025Q1: 2,090 shares; 2025Q2: 2,090 shares; 2025Q3: 2,090 shares; 2025Q4: 2,090 shares; 2026Q1: 2,090 shares; 2026Q2: 2,090 shares 2,090$1.5M0.07%0Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2$1.5M0.07%0Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,208 shares; 2024Q4: 4,661 shares; 2025Q1: 4,661 shares; 2025Q2: 5,208 shares; 2025Q3: 5,225 shares; 2025Q4: 5,229 shares; 2026Q1: 5,229 shares; 2026Q2: 6,942 shares 6,942$1.48M0.07%+1,713Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,383 shares; 2024Q4: 16,657 shares; 2025Q1: 17,156 shares; 2025Q2: 8,995 shares; 2025Q3: 8,591 shares; 2025Q4: 8,191 shares; 2026Q1: 8,128 shares; 2026Q2: 8,864 shares 8,864$1.47M0.07%+736Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,266 shares; 2024Q4: 111,041 shares; 2025Q1: 75,571 shares; 2025Q2: 17,738 shares; 2025Q3: 17,994 shares; 2025Q4: 17,776 shares; 2026Q1: 15,201 shares; 2026Q2: 15,155 shares 15,155$1.46M0.07%-46Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,656 shares; 2024Q4: 3,698 shares; 2025Q1: 3,698 shares; 2025Q2: 4,492 shares; 2025Q3: 4,492 shares; 2025Q4: 4,494 shares; 2026Q1: 4,574 shares; 2026Q2: 4,633 shares 4,633$1.46M0.07%+59Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,289 shares; 2024Q4: 18,958 shares; 2025Q1: 13,032 shares; 2025Q2: 14,456 shares; 2025Q3: 17,290 shares; 2025Q4: 18,897 shares; 2026Q1: 24,364 shares; 2026Q2: 26,974 shares 26,974$1.4M0.07%+2,610Timeline
MCOMOODYS CORPQuarterly 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: 2,850 shares; 2026Q2: 3,079 shares 3,079$1.39M0.07%+229Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,329 shares; 2025Q1: 3,329 shares; 2025Q2: 3,354 shares; 2025Q3: 3,354 shares; 2025Q4: 3,259 shares; 2026Q1: 3,262 shares; 2026Q2: 3,265 shares 3,265$1.39M0.07%+3Timeline
CINFCINCINNATI FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,560 shares; 2024Q4: 11,127 shares; 2025Q1: 10,418 shares; 2025Q2: 9,418 shares; 2025Q3: 9,418 shares; 2025Q4: 9,420 shares; 2026Q1: 7,818 shares; 2026Q2: 7,425 shares 7,425$1.37M0.07%-393Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,239 shares; 2024Q4: 6,687 shares; 2025Q1: 6,117 shares; 2025Q2: 19,987 shares; 2025Q3: 13,254 shares; 2025Q4: 12,396 shares; 2026Q1: 12,766 shares; 2026Q2: 12,964 shares 12,964$1.35M0.07%+198Timeline
AMDADVANCED MICRO DEVICES INCQuarterly 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: 1,277 shares; 2025Q4: 1,291 shares; 2026Q1: 1,285 shares; 2026Q2: 2,304 shares 2,304$1.34M0.07%+1,019Timeline
INGRINGREDION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,251 shares; 2024Q4: 9,646 shares; 2025Q1: 10,713 shares; 2025Q2: 11,046 shares; 2025Q3: 11,374 shares; 2025Q4: 10,340 shares; 2026Q1: 13,001 shares; 2026Q2: 13,879 shares 13,879$1.31M0.06%+878Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,048 shares; 2024Q4: 15,819 shares; 2025Q1: 14,610 shares; 2025Q2: 28,372 shares; 2025Q3: 28,256 shares; 2025Q4: 27,051 shares; 2026Q1: 26,909 shares; 2026Q2: 26,673 shares 26,673$1.28M0.06%-236Timeline
FDXFFEDEX FGHT HLDG CO INCQuarterly 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: 8,421 shares 8,421$1.27M0.06%newTimeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,373 shares; 2024Q4: 4,521 shares; 2025Q1: 4,869 shares; 2025Q2: 4,870 shares; 2025Q3: 4,844 shares; 2025Q4: 4,857 shares; 2026Q1: 5,093 shares; 2026Q2: 6,596 shares 6,596$1.25M0.06%+1,503Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,475 shares; 2024Q4: 21,426 shares; 2025Q1: 20,585 shares; 2025Q2: 18,914 shares; 2025Q3: 20,607 shares; 2025Q4: 48,090 shares; 2026Q1: 27,806 shares; 2026Q2: 23,262 shares 23,262$1.25M0.06%-4,544Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,741 shares; 2024Q4: 5,246 shares; 2025Q1: 5,250 shares; 2025Q2: 5,197 shares; 2025Q3: 5,197 shares; 2025Q4: 5,191 shares; 2026Q1: 4,934 shares; 2026Q2: 4,934 shares 4,934$1.24M0.06%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,833 shares; 2024Q4: 44,543 shares; 2025Q1: 26,540 shares; 2025Q2: 15,274 shares; 2025Q3: 14,543 shares; 2025Q4: 15,566 shares; 2026Q1: 17,000 shares; 2026Q2: 17,208 shares 17,208$1.23M0.06%+208Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,945 shares; 2024Q4: 34,763 shares; 2025Q1: 9,099 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,922 shares; 2026Q1: 14,280 shares; 2026Q2: 12,447 shares 12,447$1.2M0.06%-1,833Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,735 shares; 2025Q4: 1,747 shares; 2026Q1: 1,747 shares; 2026Q2: 2,631 shares 2,631$1.14M0.06%+884Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,173 shares; 2024Q4: 34,908 shares; 2025Q1: 30,876 shares; 2025Q2: 32,554 shares; 2025Q3: 34,034 shares; 2025Q4: 35,168 shares; 2026Q1: 34,393 shares; 2026Q2: 35,478 shares 35,478$1.13M0.06%+1,085Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,561 shares; 2024Q4: 38,872 shares; 2025Q1: 40,641 shares; 2025Q2: 40,473 shares; 2025Q3: 20,842 shares; 2025Q4: 23,266 shares; 2026Q1: 26,842 shares; 2026Q2: 26,113 shares 26,113$1.11M0.05%-729Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,488 shares; 2024Q4: 13,059 shares; 2025Q1: 10,006 shares; 2025Q2: 10,007 shares; 2025Q3: 12,141 shares; 2025Q4: 20,963 shares; 2026Q1: 12,490 shares; 2026Q2: 10,272 shares 10,272$1.1M0.05%-2,218Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,701 shares; 2024Q4: 12,004 shares; 2025Q1: 4,378 shares; 2025Q2: 1,852 shares; 2025Q3: 1,604 shares; 2025Q4: 43,193 shares; 2026Q1: 11,470 shares; 2026Q2: 9,377 shares 9,377$1.1M0.05%-2,093Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,930 shares; 2024Q4: 49,740 shares; 2025Q1: 51,550 shares; 2025Q2: 52,142 shares; 2025Q3: 52,776 shares; 2025Q4: 26,636 shares; 2026Q1: 47,189 shares; 2026Q2: 41,138 shares 41,138$1.01M0.05%-6,051Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,986 shares; 2024Q4: 1,907 shares; 2025Q1: 2,540 shares; 2025Q2: 2,591 shares; 2025Q3: 2,591 shares; 2025Q4: 2,608 shares; 2026Q1: 2,559 shares; 2026Q2: 3,575 shares 3,575$1.01M0.05%+1,016Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,876 shares; 2024Q4: 15,546 shares; 2025Q1: 10,314 shares; 2025Q2: 9,510 shares; 2025Q3: 9,398 shares; 2025Q4: 10,213 shares; 2026Q1: 7,332 shares; 2026Q2: 9,081 shares 9,081$1M0.05%+1,749Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 106,238 shares; 2025Q3: 110,994 shares; 2025Q4: 111,159 shares; 2026Q1: 16,380 shares; 2026Q2: 10,912 shares 10,912$1000K0.05%-5,468Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,599 shares; 2024Q4: 4,509 shares; 2025Q1: 3,502 shares; 2025Q2: 2,022 shares; 2025Q3: 2,016 shares; 2025Q4: 10,559 shares; 2026Q1: 2,951 shares; 2026Q2: 5,346 shares 5,346$990K0.05%+2,395Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,421 shares; 2024Q4: 2,736 shares; 2025Q1: 2,811 shares; 2025Q2: 2,704 shares; 2025Q3: 2,201 shares; 2025Q4: 2,744 shares; 2026Q1: 2,709 shares; 2026Q2: 2,637 shares 2,637$986K0.05%-72Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,998 shares; 2024Q4: 3,999 shares; 2025Q1: 7,417 shares; 2025Q2: 7,379 shares; 2025Q3: 7,185 shares; 2025Q4: 6,702 shares; 2026Q1: 6,528 shares; 2026Q2: 6,625 shares 6,625$971K0.05%+97Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,945 shares; 2024Q4: 19,587 shares; 2025Q1: 7,909 shares; 2025Q2: 6,888 shares; 2025Q3: 9,319 shares; 2025Q4: 9,223 shares; 2026Q1: 7,052 shares; 2026Q2: 7,145 shares 7,145$949K0.05%+93Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 724 shares; 2024Q4: 714 shares; 2025Q1: 701 shares; 2025Q2: 701 shares; 2025Q3: 482 shares; 2025Q4: 991 shares; 2026Q1: 991 shares; 2026Q2: 7,928 shares 7,928$948K0.05%+6,937Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,143 shares; 2024Q4: 4,063 shares; 2025Q1: 4,269 shares; 2025Q2: 4,269 shares; 2025Q3: 4,279 shares; 2025Q4: 4,277 shares; 2026Q1: 4,267 shares; 2026Q2: 4,263 shares 4,263$940K0.05%-4Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,601 shares; 2026Q2: 7,872 shares 7,872$931K0.05%+271Timeline
WSFSWSFS FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,886 shares; 2024Q4: 11,886 shares; 2025Q1: 11,886 shares; 2025Q2: 11,616 shares; 2025Q3: 11,616 shares; 2025Q4: 11,616 shares; 2026Q1: 11,616 shares; 2026Q2: 11,616 shares 11,616$891K0.04%0Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,925 shares; 2024Q4: 10,847 shares; 2025Q1: 11,062 shares; 2025Q2: 10,855 shares; 2025Q3: 10,852 shares; 2025Q4: 10,967 shares; 2026Q1: 11,539 shares; 2026Q2: 11,576 shares 11,576$877K0.04%+37Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,190 shares; 2024Q4: 221,913 shares; 2025Q1: 233,975 shares; 2025Q2: 286,246 shares; 2025Q3: 281,060 shares; 2025Q4: 269,306 shares; 2026Q1: 103,204 shares; 2026Q2: 14,626 shares 14,626$843K0.04%-88,578Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,250 shares; 2024Q4: 5,250 shares; 2025Q1: 5,250 shares; 2025Q2: 5,250 shares; 2025Q3: 5,250 shares; 2025Q4: 5,250 shares; 2026Q1: 5,250 shares; 2026Q2: 5,250 shares 5,250$833K0.04%0Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,943 shares; 2024Q4: 6,739 shares; 2025Q1: 6,341 shares; 2025Q2: 6,203 shares; 2025Q3: 6,048 shares; 2025Q4: 6,091 shares; 2026Q1: 6,625 shares; 2026Q2: 6,657 shares 6,657$828K0.04%+32Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,722 shares; 2024Q4: 3,981 shares; 2025Q1: 3,862 shares; 2025Q2: 3,735 shares; 2025Q3: 3,519 shares; 2025Q4: 3,433 shares; 2026Q1: 3,049 shares; 2026Q2: 3,272 shares 3,272$806K0.04%+223Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,411 shares; 2024Q4: 12,810 shares; 2025Q1: 13,256 shares; 2025Q2: 19,498 shares; 2025Q3: 15,867 shares; 2025Q4: 15,707 shares; 2026Q1: 9,538 shares; 2026Q2: 9,437 shares 9,437$767K0.04%-101Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,616 shares; 2024Q4: 1,616 shares; 2025Q1: 1,550 shares; 2025Q2: 1,590 shares; 2025Q3: 1,538 shares; 2025Q4: 1,471 shares; 2026Q1: 1,451 shares; 2026Q2: 1,464 shares 1,464$760K0.04%+13Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,611 shares; 2024Q4: 2,952 shares; 2025Q1: 3,148 shares; 2025Q2: 3,043 shares; 2025Q3: 3,043 shares; 2025Q4: 3,046 shares; 2026Q1: 3,048 shares; 2026Q2: 3,036 shares 3,036$754K0.04%-12Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,902 shares; 2024Q4: 4,962 shares; 2025Q1: 4,532 shares; 2025Q2: 4,535 shares; 2025Q3: 4,519 shares; 2025Q4: 5,070 shares; 2026Q1: 5,071 shares; 2026Q2: 5,075 shares 5,075$743K0.04%+4Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,097 shares; 2024Q4: 9,054 shares; 2025Q1: 9,469 shares; 2025Q2: 11,190 shares; 2025Q3: 11,190 shares; 2025Q4: 10,880 shares; 2026Q1: 12,763 shares; 2026Q2: 12,763 shares 12,763$743K0.04%0Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 804 shares; 2025Q1: 726 shares; 2025Q2: 702 shares; 2025Q3: 467 shares; 2025Q4: 625 shares; 2026Q1: 665 shares; 2026Q2: 625 shares 625$734K0.04%-40Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,205 shares; 2024Q4: 8,421 shares; 2025Q1: 7,785 shares; 2025Q2: 5,724 shares; 2025Q3: 5,719 shares; 2025Q4: 5,148 shares; 2026Q1: 4,679 shares; 2026Q2: 4,447 shares 4,447$724K0.04%-232Timeline
SSNCSS&C TECH HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,877 shares; 2024Q4: 148,398 shares; 2025Q1: 139,355 shares; 2025Q2: 139,320 shares; 2025Q3: 140,405 shares; 2025Q4: 139,915 shares; 2026Q1: 27,488 shares; 2026Q2: 11,658 shares 11,658$723K0.04%-15,830Timeline
PPLPPL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,514 shares; 2024Q4: 23,527 shares; 2025Q1: 22,090 shares; 2025Q2: 20,090 shares; 2025Q3: 20,195 shares; 2025Q4: 19,709 shares; 2026Q1: 19,683 shares; 2026Q2: 19,529 shares 19,529$710K0.03%-154Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,210 shares; 2024Q4: 13,731 shares; 2025Q1: 13,367 shares; 2025Q2: 13,452 shares; 2025Q3: 10,295 shares; 2025Q4: 10,351 shares; 2026Q1: 10,184 shares; 2026Q2: 9,722 shares 9,722$700K0.03%-462Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,003 shares; 2024Q4: 5,739 shares; 2025Q1: 6,146 shares; 2025Q2: 8,664 shares; 2025Q3: 8,435 shares; 2025Q4: 6,635 shares; 2026Q1: 6,480 shares; 2026Q2: 6,560 shares 6,560$670K0.03%+80Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,978 shares; 2024Q4: 2,648 shares; 2025Q1: 2,493 shares; 2025Q2: 2,533 shares; 2025Q3: 2,231 shares; 2025Q4: 2,238 shares; 2026Q1: 2,099 shares; 2026Q2: 3,053 shares 3,053$661K0.03%+954Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,360 shares; 2024Q4: 1,360 shares; 2025Q1: 3,860 shares; 2025Q2: 3,860 shares; 2025Q3: 3,860 shares; 2025Q4: 3,774 shares; 2026Q1: 3,769 shares; 2026Q2: 3,788 shares 3,788$644K0.03%+19Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,796 shares; 2024Q4: 4,351 shares; 2025Q1: 3,765 shares; 2025Q2: 2,790 shares; 2025Q3: 2,786 shares; 2025Q4: 2,641 shares; 2026Q1: 2,635 shares; 2026Q2: 2,603 shares 2,603$632K0.03%-32Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,143 shares; 2024Q4: 8,049 shares; 2025Q1: 7,606 shares; 2025Q2: 1,729 shares; 2025Q3: 1,611 shares; 2025Q4: 1,614 shares; 2026Q1: 1,606 shares; 2026Q2: 1,581 shares 1,581$623K0.03%-25Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,680 shares; 2024Q4: 4,582 shares; 2025Q1: 4,411 shares; 2025Q2: 4,411 shares; 2025Q3: 4,386 shares; 2025Q4: 4,386 shares; 2026Q1: 3,790 shares; 2026Q2: 3,693 shares 3,693$607K0.03%-97Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,090 shares; 2024Q4: 10,599 shares; 2025Q1: 8,183 shares; 2025Q2: 7,585 shares; 2025Q3: 7,230 shares; 2025Q4: 6,555 shares; 2026Q1: 6,371 shares; 2026Q2: 6,240 shares 6,240$601K0.03%-131Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,364 shares; 2024Q4: 3,364 shares; 2025Q1: 3,105 shares; 2025Q2: 2,883 shares; 2025Q3: 2,594 shares; 2025Q4: 2,602 shares; 2026Q1: 2,604 shares; 2026Q2: 4,678 shares 4,678$592K0.03%+2,074Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,490 shares; 2024Q4: 4,340 shares; 2025Q1: 4,751 shares; 2025Q2: 4,751 shares; 2025Q3: 4,351 shares; 2025Q4: 4,162 shares; 2026Q1: 4,165 shares; 2026Q2: 6,174 shares 6,174$591K0.03%+2,009Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,463 shares; 2024Q4: 2,471 shares; 2025Q1: 2,473 shares; 2025Q2: 2,480 shares; 2025Q3: 2,487 shares; 2025Q4: 2,487 shares; 2026Q1: 2,454 shares; 2026Q2: 2,783 shares 2,783$582K0.03%+329Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,308 shares; 2024Q4: 2,123 shares; 2025Q1: 2,120 shares; 2025Q2: 2,014 shares; 2025Q3: 1,995 shares; 2025Q4: 1,857 shares; 2026Q1: 1,847 shares; 2026Q2: 1,844 shares 1,844$580K0.03%-3Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,607 shares; 2024Q4: 1,607 shares; 2025Q1: 1,305 shares; 2025Q2: 2,356 shares; 2025Q3: 2,356 shares; 2025Q4: 2,363 shares; 2026Q1: 2,414 shares; 2026Q2: 2,761 shares 2,761$554K0.03%+347Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 583 shares; 2024Q4: 543 shares; 2025Q1: 485 shares; 2025Q2: 6,705 shares; 2025Q3: 6,652 shares; 2025Q4: 6,294 shares; 2026Q1: 5,990 shares; 2026Q2: 5,993 shares 5,993$552K0.03%+3Timeline
VDEVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,920 shares; 2024Q4: 3,920 shares; 2025Q1: 3,663 shares; 2025Q2: 3,866 shares; 2025Q3: 4,089 shares; 2025Q4: 5,158 shares; 2026Q1: 3,660 shares; 2026Q2: 3,660 shares 3,660$549K0.03%0Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,790 shares; 2025Q1: 4,626 shares; 2025Q2: 5,867 shares; 2025Q3: 5,867 shares; 2025Q4: 5,867 shares; 2026Q1: 5,884 shares; 2026Q2: 5,626 shares 5,626$537K0.03%-258Timeline
CAHCARDINAL HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,703 shares; 2024Q4: 2,703 shares; 2025Q1: 2,703 shares; 2025Q2: 2,703 shares; 2025Q3: 2,703 shares; 2025Q4: 2,706 shares; 2026Q1: 2,109 shares; 2026Q2: 2,249 shares 2,249$534K0.03%+140Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,828 shares; 2024Q4: 4,555 shares; 2025Q1: 4,187 shares; 2025Q2: 1,407 shares; 2025Q3: 1,510 shares; 2025Q4: 2,047 shares; 2026Q1: 1,719 shares; 2026Q2: 1,731 shares 1,731$525K0.03%+12Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,298 shares; 2024Q4: 19,517 shares; 2025Q1: 23,445 shares; 2025Q2: 26,160 shares; 2025Q3: 29,203 shares; 2025Q4: 34,266 shares; 2026Q1: 8,515 shares; 2026Q2: 7,639 shares 7,639$516K0.03%-876Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,654 shares; 2024Q4: 1,656 shares; 2025Q1: 1,658 shares; 2025Q2: 1,658 shares; 2025Q3: 1,659 shares; 2025Q4: 1,662 shares; 2026Q1: 1,664 shares; 2026Q2: 1,666 shares 1,666$510K0.03%+2Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,196 shares; 2024Q4: 3,201 shares; 2025Q1: 3,205 shares; 2025Q2: 3,210 shares; 2025Q3: 3,215 shares; 2025Q4: 3,077 shares; 2026Q1: 2,955 shares; 2026Q2: 2,971 shares 2,971$502K0.02%+16Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,405 shares; 2024Q4: 1,405 shares; 2025Q1: 1,448 shares; 2025Q2: 1,448 shares; 2025Q3: 1,448 shares; 2025Q4: 1,452 shares; 2026Q1: 1,453 shares; 2026Q2: 1,452 shares 1,452$495K0.02%-1Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 405 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 374 shares; 2025Q3: 609 shares; 2025Q4: 610 shares; 2026Q1: 610 shares; 2026Q2: 647 shares 647$489K0.02%+37Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,695 shares; 2024Q4: 1,695 shares; 2025Q1: 1,627 shares; 2025Q2: 1,627 shares; 2025Q3: 1,568 shares; 2025Q4: 1,570 shares; 2026Q1: 1,471 shares; 2026Q2: 1,472 shares 1,472$486K0.02%+1Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,578 shares; 2024Q4: 11,222 shares; 2025Q1: 11,222 shares; 2025Q2: 11,222 shares; 2025Q3: 11,222 shares; 2025Q4: 11,222 shares; 2026Q1: 11,222 shares; 2026Q2: 11,222 shares 11,222$463K0.02%0Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,303 shares; 2024Q4: 1,303 shares; 2025Q1: 1,328 shares; 2025Q2: 1,328 shares; 2025Q3: 1,328 shares; 2025Q4: 1,330 shares; 2026Q1: 1,252 shares; 2026Q2: 1,243 shares 1,243$461K0.02%-9Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,432 shares; 2024Q4: 4,500 shares; 2025Q1: 4,432 shares; 2025Q2: 4,127 shares; 2025Q3: 3,812 shares; 2025Q4: 2,722 shares; 2026Q1: 2,686 shares; 2026Q2: 2,607 shares 2,607$457K0.02%-79Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,753 shares; 2024Q4: 1,833 shares; 2025Q1: 1,836 shares; 2025Q2: 963 shares; 2025Q3: 1,335 shares; 2025Q4: 1,173 shares; 2026Q1: 1,411 shares; 2026Q2: 5,656 shares 5,656$456K0.02%+4,245Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,023 shares; 2024Q4: 2,023 shares; 2025Q1: 2,060 shares; 2025Q2: 2,060 shares; 2025Q3: 2,060 shares; 2025Q4: 2,036 shares; 2026Q1: 2,036 shares; 2026Q2: 2,043 shares 2,043$455K0.02%+7Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,110 shares; 2024Q4: 1,947 shares; 2025Q1: 1,948 shares; 2025Q2: 803 shares; 2025Q3: 803 shares; 2025Q4: 1,549 shares; 2026Q1: 1,370 shares; 2026Q2: 3,628 shares 3,628$450K0.02%+2,258Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,345 shares; 2024Q4: 1,345 shares; 2025Q1: 1,311 shares; 2025Q2: 1,274 shares; 2025Q3: 1,274 shares; 2025Q4: 1,275 shares; 2026Q1: 1,277 shares; 2026Q2: 1,247 shares 1,247$442K0.02%-30Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 737 shares; 2025Q2: 976 shares; 2025Q3: 1,330 shares; 2025Q4: 1,832 shares; 2026Q1: 1,244 shares; 2026Q2: 1,187 shares 1,187$437K0.02%-57Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,200 shares; 2025Q2: 4,845 shares; 2025Q3: 4,845 shares; 2025Q4: 4,845 shares; 2026Q1: 9,209 shares; 2026Q2: 9,283 shares 9,283$433K0.02%+74Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,093 shares; 2024Q4: 6,094 shares; 2025Q1: 5,968 shares; 2025Q2: 5,674 shares; 2025Q3: 5,674 shares; 2025Q4: 5,703 shares; 2026Q1: 5,063 shares; 2026Q2: 5,165 shares 5,165$427K0.02%+102Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly 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: 557 shares 557$425K0.02%newTimeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,045 shares 4,045$420K0.02%newTimeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,585 shares; 2024Q4: 1,585 shares; 2025Q1: 1,585 shares; 2025Q2: 1,785 shares; 2025Q3: 1,577 shares; 2025Q4: 1,563 shares; 2026Q1: 1,564 shares; 2026Q2: 1,546 shares 1,546$418K0.02%-18Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,682 shares; 2024Q4: 1,555 shares; 2025Q1: 1,544 shares; 2025Q2: 1,548 shares; 2025Q3: 1,553 shares; 2025Q4: 1,509 shares; 2026Q1: 1,574 shares; 2026Q2: 1,755 shares 1,755$418K0.02%+181Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 445 shares; 2024Q4: 445 shares; 2025Q1: not reported; 2025Q2: 283 shares; 2025Q3: 283 shares; 2025Q4: 286 shares; 2026Q1: 307 shares; 2026Q2: 406 shares 406$411K0.02%+99Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 719 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 722 shares; 2026Q1: 723 shares; 2026Q2: 830 shares 830$407K0.02%+107Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,276 shares; 2024Q4: 30,397 shares; 2025Q1: 15,547 shares; 2025Q2: 13,007 shares; 2025Q3: 13,363 shares; 2025Q4: 12,148 shares; 2026Q1: 3,222 shares; 2026Q2: 1,202 shares 1,202$407K0.02%-2,020Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,365 shares 1,365$407K0.02%newTimeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,274 shares; 2024Q4: 10,446 shares; 2025Q1: 10,647 shares; 2025Q2: 10,306 shares; 2025Q3: 10,491 shares; 2025Q4: 10,493 shares; 2026Q1: 11,970 shares; 2026Q2: 12,662 shares 12,662$401K0.02%+692Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 993 shares; 2024Q4: 785 shares; 2025Q1: 628 shares; 2025Q2: 628 shares; 2025Q3: 628 shares; 2025Q4: 628 shares; 2026Q1: 628 shares; 2026Q2: 628 shares 628$398K0.02%0Timeline
WTRGESSENTIAL UTILS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,179 shares; 2025Q2: not reported; 2025Q3: 5,229 shares; 2025Q4: not reported; 2026Q1: 5,179 shares; 2026Q2: 9,824 shares 9,824$376K0.02%+4,645Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,980 shares; 2024Q4: 2,951 shares; 2025Q1: 2,951 shares; 2025Q2: 2,951 shares; 2025Q3: 2,951 shares; 2025Q4: 2,951 shares; 2026Q1: 2,951 shares; 2026Q2: 2,951 shares 2,951$368K0.02%0Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,600 shares 1,600$358K0.02%newTimeline
HONAHONEYWELL AEROSPACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,600 shares 1,600$354K0.02%newTimeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,938 shares; 2025Q1: not reported; 2025Q2: 2,478 shares; 2025Q3: 2,656 shares; 2025Q4: not reported; 2026Q1: 2,660 shares; 2026Q2: 2,742 shares 2,742$350K0.02%+82Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,459 shares; 2024Q4: 1,459 shares; 2025Q1: 1,930 shares; 2025Q2: 2,105 shares; 2025Q3: 1,962 shares; 2025Q4: 1,965 shares; 2026Q1: 1,745 shares; 2026Q2: 1,874 shares 1,874$346K0.02%+129Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,043 shares; 2024Q4: 2,883 shares; 2025Q1: 2,693 shares; 2025Q2: 2,613 shares; 2025Q3: 2,613 shares; 2025Q4: 2,397 shares; 2026Q1: 2,397 shares; 2026Q2: 2,417 shares 2,417$346K0.02%+20Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,846 shares; 2024Q4: 3,793 shares; 2025Q1: 3,809 shares; 2025Q2: 3,739 shares; 2025Q3: 3,922 shares; 2025Q4: 3,534 shares; 2026Q1: 2,435 shares; 2026Q2: 2,435 shares 2,435$335K0.02%0Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,244 shares; 2024Q4: 11,907 shares; 2025Q1: 17,372 shares; 2025Q2: 17,329 shares; 2025Q3: 19,350 shares; 2025Q4: 16,509 shares; 2026Q1: 16,145 shares; 2026Q2: 16,131 shares 16,131$334K0.02%-14Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly 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: 344 shares 344$332K0.02%newTimeline
CMICUMMINS INCQuarterly 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: 443 shares 443$316K0.02%newTimeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,444 shares; 2025Q3: 3,603 shares; 2025Q4: 4,099 shares; 2026Q1: 4,102 shares; 2026Q2: 4,099 shares 4,099$310K0.02%-3Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,553 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,567 shares; 2025Q3: 7,573 shares; 2025Q4: 7,579 shares; 2026Q1: 7,580 shares; 2026Q2: 7,585 shares 7,585$305K0.01%+5Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,010 shares 1,010$305K0.01%newTimeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,203 shares; 2025Q4: 1,203 shares; 2026Q1: 843 shares; 2026Q2: 843 shares 843$290K0.01%0Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,052 shares; 2025Q3: 1,944 shares; 2025Q4: 1,521 shares; 2026Q1: 2,078 shares; 2026Q2: 2,474 shares 2,474$289K0.01%+396Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,008 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,125 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 957 shares 957$285K0.01%newTimeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,517 shares; 2024Q4: 3,520 shares; 2025Q1: 3,522 shares; 2025Q2: 3,522 shares; 2025Q3: 1,477 shares; 2025Q4: 1,863 shares; 2026Q1: 1,613 shares; 2026Q2: 1,167 shares 1,167$276K0.01%-446Timeline
HDVISHARES TRQuarterly 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: 10,000 shares 10,000$274K0.01%newTimeline
VONVVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,256 shares; 2025Q4: not reported; 2026Q1: 2,270 shares; 2026Q2: 2,521 shares 2,521$268K0.01%+251Timeline
FNDFSCHWAB STRATEGIC TRQuarterly 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: 4,961 shares 4,961$262K0.01%newTimeline
STTSTATE STR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,491 shares 1,491$253K0.01%newTimeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,511 shares; 2024Q4: not reported; 2025Q1: 1,621 shares; 2025Q2: 1,686 shares; 2025Q3: 1,686 shares; 2025Q4: 1,688 shares; 2026Q1: 1,536 shares; 2026Q2: 1,559 shares 1,559$252K0.01%+23Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,908 shares; 2024Q4: 2,915 shares; 2025Q1: 2,918 shares; 2025Q2: 2,923 shares; 2025Q3: 2,928 shares; 2025Q4: 5,123 shares; 2026Q1: 3,306 shares; 2026Q2: 3,044 shares 3,044$252K0.01%-262Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,169 shares; 2024Q4: 3,169 shares; 2025Q1: 3,163 shares; 2025Q2: 3,163 shares; 2025Q3: 3,138 shares; 2025Q4: 3,138 shares; 2026Q1: 3,116 shares; 2026Q2: 3,099 shares 3,099$252K0.01%-17Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,443 shares; 2025Q1: 1,402 shares; 2025Q2: 1,436 shares; 2025Q3: 1,503 shares; 2025Q4: 1,480 shares; 2026Q1: 1,479 shares; 2026Q2: 1,656 shares 1,656$251K0.01%+177Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,130 shares; 2025Q2: 2,130 shares; 2025Q3: 2,100 shares; 2025Q4: 2,150 shares; 2026Q1: 2,150 shares; 2026Q2: 2,150 shares 2,150$245K0.01%0Timeline
IGIBISHARES TRQuarterly 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: 4,594 shares 4,594$244K0.01%newTimeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,740 shares 1,740$244K0.01%newTimeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: 197 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 198 shares; 2026Q2: 177 shares 177$241K0.01%-21Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75$240K0.01%0Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,331 shares 2,331$231K0.01%newTimeline
DVYISHARES TRQuarterly 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: 1,419 shares; 2025Q4: 1,419 shares; 2026Q1: 1,471 shares; 2026Q2: 1,471 shares 1,471$230K0.01%0Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,994 shares; 2024Q4: not reported; 2025Q1: 1,553 shares; 2025Q2: 1,553 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,404 shares; 2026Q2: 1,404 shares 1,404$229K0.01%0Timeline
FEFIRSTENERGY CORPQuarterly 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: 4,824 shares 4,824$229K0.01%newTimeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,444 shares; 2025Q2: 1,444 shares; 2025Q3: 1,427 shares; 2025Q4: 1,414 shares; 2026Q1: 1,412 shares; 2026Q2: 1,414 shares 1,414$226K0.01%+2Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,195 shares; 2024Q4: 2,163 shares; 2025Q1: 2,163 shares; 2025Q2: 2,189 shares; 2025Q3: not reported; 2025Q4: 608 shares; 2026Q1: not reported; 2026Q2: 550 shares 550$225K0.01%newTimeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 66,966 shares; 2025Q1: 24,304 shares; 2025Q2: 9,939 shares; 2025Q3: 5,877 shares; 2025Q4: 9,804 shares; 2026Q1: 3,035 shares; 2026Q2: 3,035 shares 3,035$223K0.01%0Timeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 778 shares; 2025Q2: 778 shares; 2025Q3: 778 shares; 2025Q4: 778 shares; 2026Q1: 778 shares; 2026Q2: 778 shares 778$220K0.01%0Timeline
MPCMARATHON PETE CORPQuarterly 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: 851 shares 851$218K0.01%newTimeline
HYDVANECK ETF TRUSTQuarterly 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: 4,208 shares 4,208$217K0.01%newTimeline
DDOMINION ENERGY INCQuarterly 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: 3,154 shares 3,154$215K0.01%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly 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: 449 shares 449$215K0.01%newTimeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 361 shares; 2024Q4: 354 shares; 2025Q1: not reported; 2025Q2: 354 shares; 2025Q3: 348 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 301 shares 301$212K0.01%newTimeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 46 shares; 2025Q3: 46 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,180 shares 1,180$210K0.01%newTimeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,515 shares 1,515$207K0.01%newTimeline
CACICACI INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 435 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 435 shares; 2026Q1: 435 shares; 2026Q2: 435 shares 435$202K0.01%0Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly 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: 424 shares; 2026Q1: not reported; 2026Q2: 385 shares 385$201K0.01%newTimeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,269 shares; 2024Q4: 4,127 shares; 2025Q1: 4,051 shares; 2025Q2: 4,065 shares; 2025Q3: 2,517 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,269 shares 1,269$201K0.01%newTimeline
MTUSMETALLUS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000$187K0.01%0Timeline
EUENCORE ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,200 shares; 2024Q4: 15,205 shares; 2025Q1: 15,205 shares; 2025Q2: 15,205 shares; 2025Q3: 15,205 shares; 2025Q4: 15,204 shares; 2026Q1: 15,204 shares; 2026Q2: 15,204 shares 15,204$19.9K<0.01%0Timeline
HYPRHYPERFINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,752 shares; 2025Q2: 10,752 shares; 2025Q3: 10,752 shares; 2025Q4: 10,752 shares; 2026Q1: 10,752 shares; 2026Q2: 10,752 shares 10,752$14.5K<0.01%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
POOLPOOL CORP11,617$2.35Mshares
HONHONEYWELL INTL INC3,465$783Kshares
VEEVVEEVA SYS INC3,000$527Kshares
SPHDINVESCO EXCH TRADED FD TR II4,247$211Kshares
HYGISHARES TR2,579$205Kshares
LNKBLINKBANCORP INC11,010$91.8Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000102212-26-000038 base2026-08-07acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0000102212-26-000038 Quarter ended 2026-06-302026-08-07acceptance time not in the bulk data set
13F-HR 0000102212-26-000029 Quarter ended 2026-03-312026-05-01acceptance time not in the bulk data set
13F-HR 0000102212-26-000008 Quarter ended 2025-12-312026-02-04acceptance time not in the bulk data set
13F-HR 0000102212-25-000029 Quarter ended 2025-09-302025-10-30acceptance time not in the bulk data set
13F-HR 0001085146-25-004475 Quarter ended 2025-06-302025-08-04acceptance time not in the bulk data set
13F-HR 0001085146-25-002845 Quarter ended 2025-03-312025-05-08acceptance time not in the bulk data set
13F-HR 0001085146-25-001025 Quarter ended 2024-12-312025-02-12acceptance time not in the bulk data set
13F-HR 0001085146-24-005865 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0001085146-24-003504 Quarter ended 2024-06-302024-08-05acceptance time not in the bulk data set
13F-HR 0001085146-24-002307 Quarter ended 2024-03-312024-05-08acceptance time not in the bulk data set
13F-HR 0001085146-24-000773 Quarter ended 2023-12-312024-02-06acceptance time not in the bulk data set
13F-HR 0001085146-23-004164 Quarter ended 2023-09-302023-11-08acceptance time not in the bulk data set
13F-HR 0001085146-23-003127 Quarter ended 2023-06-302023-08-08acceptance time not in the bulk data set
13F-HR 0001085146-23-002117 Quarter ended 2023-03-312023-05-08acceptance time not in the bulk data set
13F-HR 0001085146-23-000956 Quarter ended 2022-12-312023-02-10acceptance time not in the bulk data set
13F-HR 0001085146-22-003770 Quarter ended 2022-09-302022-11-04acceptance time not in the bulk data set
13F-HR 0001085146-22-002838 Quarter ended 2022-06-302022-08-05acceptance time not in the bulk data set
13F-HR 0001085146-22-001732 Quarter ended 2022-03-312022-05-05acceptance time not in the bulk data set
13F-HR 0001085146-22-000614 Quarter ended 2021-12-312022-02-08acceptance time not in the bulk data set
13F-HR 0001085146-21-003155 Quarter ended 2021-09-302021-11-12acceptance time not in the bulk data set
13F-HR 0001085146-21-002022 Quarter ended 2021-06-302021-07-20acceptance time not in the bulk data set
13F-HR 0001085146-21-001190 Quarter ended 2021-03-312021-04-14acceptance time not in the bulk data set
13F-HR 0001085146-21-000145 Quarter ended 2020-12-312021-01-19acceptance time not in the bulk data set
13F-HR 0001085146-20-002502 Quarter ended 2020-09-302020-10-13acceptance time not in the bulk data set
13F-HR 0001085146-20-001717 Quarter ended 2020-06-302020-07-09acceptance time not in the bulk data set
13F-HR 0001221073-20-000086 Quarter ended 2020-03-312020-05-05acceptance time not in the bulk data set
13F-HR 0001085146-20-000138 Quarter ended 2019-12-312020-01-14acceptance time not in the bulk data set
13F-HR 0001085146-19-002759 Quarter ended 2019-09-302019-11-06acceptance time not in the bulk data set
13F-HR 0001085146-19-001857 Quarter ended 2019-06-302019-07-12acceptance time not in the bulk data set
13F-HR 0001085146-19-001122 Quarter ended 2019-03-312019-04-09acceptance time not in the bulk data set
13F-HR 0001085146-19-000234 Quarter ended 2018-12-312019-01-28acceptance time not in the bulk data set
13F-HR 0001085146-18-002265 Quarter ended 2018-09-302018-10-10acceptance time not in the bulk data set
13F-HR 0001085146-18-001706 Quarter ended 2018-06-302018-07-17acceptance time not in the bulk data set
13F-HR 0001085146-18-001109 Quarter ended 2018-03-312018-04-19acceptance time not in the bulk data set
13F-HR 0001085146-18-000173 Quarter ended 2017-12-312018-01-22acceptance time not in the bulk data set
13F-HR 0001085146-17-002050 Quarter ended 2017-09-302017-10-13acceptance time not in the bulk data set
13F-HR 0001085146-17-001586 Quarter ended 2017-06-302017-07-28acceptance time not in the bulk data set
13F-HR 0001085146-17-000956 Quarter ended 2017-03-312017-04-11acceptance time not in the bulk data set
13F-HR 0001085146-17-000125 Quarter ended 2016-12-312017-01-13acceptance time not in the bulk data set
13F-HR 0001085146-16-004597 Quarter ended 2016-09-302016-10-31acceptance time not in the bulk data set
13F-HR 0001085146-16-003999 Quarter ended 2016-06-302016-07-19acceptance time not in the bulk data set
13F-HR 0001085146-16-003454 Quarter ended 2016-03-312016-04-15acceptance time not in the bulk data set
13F-HR 0001085146-16-002635 Quarter ended 2015-12-312016-01-21acceptance time not in the bulk data set
13F-HR 0001085146-15-002066 Quarter ended 2015-09-302015-10-23acceptance time not in the bulk data set
13F-HR 0001085146-15-001454 Quarter ended 2015-06-302015-07-16acceptance time not in the bulk data set
13F-HR 0001085146-15-001016 Quarter ended 2015-03-312015-04-30acceptance time not in the bulk data set
13F-HR 0001085146-15-000795 Quarter ended 2014-12-312015-02-19acceptance time not in the bulk data set
13F-HR 0001085146-14-002115 Quarter ended 2014-09-302014-11-06acceptance time not in the bulk data set
13F-HR 0001085146-14-001462 Quarter ended 2014-06-302014-07-31acceptance time not in the bulk data set
13F-HR 0001085146-14-000960 Quarter ended 2014-03-312014-05-02acceptance time not in the bulk data set
13F-HR 0001085146-14-000318 Quarter ended 2013-12-312014-02-07acceptance time not in the bulk data set
13F-HR 0001085146-13-001819 Quarter ended 2013-09-302013-11-06acceptance time not in the bulk data set
13F-HR 0001085146-13-001280 Quarter ended 2013-06-302013-08-02acceptance time not in the bulk data set