GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,406,471 shares; 2024Q4: 1,409,529 shares; 2025Q1: 1,419,344 shares; 2025Q2: 1,506,419 shares; 2025Q3: 1,531,488 shares; 2025Q4: 1,566,242 shares; 2026Q1: 1,490,983 shares; 2026Q2: 1,484,982 shares 1,484,982 $542M 5.32% -6,001 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,792,646 shares; 2024Q4: 1,795,663 shares; 2025Q1: 1,790,932 shares; 2025Q2: 1,766,469 shares; 2025Q3: 1,785,159 shares; 2025Q4: 1,833,094 shares; 2026Q1: 1,718,238 shares; 2026Q2: 1,731,482 shares 1,731,482 $541M 5.31% +13,244 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,689,916 shares; 2024Q4: 3,709,916 shares; 2025Q1: 3,131,351 shares; 2025Q2: 3,293,402 shares; 2025Q3: 3,348,344 shares; 2025Q4: 3,364,486 shares; 2026Q1: 2,762,949 shares; 2026Q2: 2,757,409 shares 2,757,409 $539M 5.29% -5,540 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 901,088 shares; 2024Q4: 909,060 shares; 2025Q1: 911,495 shares; 2025Q2: 956,699 shares; 2025Q3: 974,271 shares; 2025Q4: 990,128 shares; 2026Q1: 974,500 shares; 2026Q2: 949,837 shares 949,837 $367M 3.61% -24,663 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,092,600 shares; 2024Q4: 1,107,513 shares; 2025Q1: 1,116,090 shares; 2025Q2: 1,295,474 shares; 2025Q3: 1,327,458 shares; 2025Q4: 1,335,511 shares; 2026Q1: 1,392,434 shares; 2026Q2: 1,393,100 shares 1,393,100 $340M 3.34% +666 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 431,311 shares; 2024Q4: 433,709 shares; 2025Q1: 423,294 shares; 2025Q2: 424,806 shares; 2025Q3: 418,819 shares; 2025Q4: 425,183 shares; 2026Q1: 438,139 shares; 2026Q2: 433,705 shares 433,705 $326M 3.2% -4,434 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 399,506 shares; 2024Q4: 397,085 shares; 2025Q1: 418,013 shares; 2025Q2: 423,847 shares; 2025Q3: 426,405 shares; 2025Q4: 428,003 shares; 2026Q1: 401,934 shares; 2026Q2: 397,105 shares 397,105 $300M 2.94% -4,829 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 689,858 shares; 2024Q4: 706,677 shares; 2025Q1: 706,866 shares; 2025Q2: 763,829 shares; 2025Q3: 776,920 shares; 2025Q4: 795,026 shares; 2026Q1: 839,540 shares; 2026Q2: 706,685 shares 706,685 $264M 2.59% -132,855 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 607,673 shares; 2024Q4: 609,496 shares; 2025Q1: 613,902 shares; 2025Q2: 640,969 shares; 2025Q3: 644,736 shares; 2025Q4: 656,811 shares; 2026Q1: 671,640 shares; 2026Q2: 676,814 shares 676,814 $229M 2.24% +5,174 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,924 shares; 2024Q4: 93,561 shares; 2025Q1: 116,747 shares; 2025Q2: 133,298 shares; 2025Q3: 139,522 shares; 2025Q4: 176,625 shares; 2026Q1: 148,096 shares; 2026Q2: 147,564 shares 147,564 $177M 1.74% -532 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360,449 shares; 2024Q4: 332,530 shares; 2025Q1: 331,928 shares; 2025Q2: 330,861 shares; 2025Q3: 329,418 shares; 2025Q4: 288,194 shares; 2026Q1: 290,399 shares; 2026Q2: 289,640 shares 289,640 $172M 1.69% -759 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 435,435 shares; 2024Q4: 434,176 shares; 2025Q1: 392,229 shares; 2025Q2: 413,713 shares; 2025Q3: 418,365 shares; 2025Q4: 435,980 shares; 2026Q1: 451,573 shares; 2026Q2: 451,402 shares 451,402 $161M 1.58% -171 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,959 shares; 2024Q4: 190,861 shares; 2025Q1: 214,665 shares; 2025Q2: 231,481 shares; 2025Q3: 236,768 shares; 2025Q4: 241,566 shares; 2026Q1: 257,540 shares; 2026Q2: 259,511 shares 259,511 $156M 1.53% +1,971 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,715,549 shares; 2024Q4: 1,710,203 shares; 2025Q1: 1,738,884 shares; 2025Q2: 1,770,444 shares; 2025Q3: 1,811,634 shares; 2025Q4: 1,820,410 shares; 2026Q1: 1,821,978 shares; 2026Q2: 1,898,589 shares 1,898,589 $145M 1.42% +76,611 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205,500 shares; 2024Q4: 210,971 shares; 2025Q1: 208,658 shares; 2025Q2: 224,971 shares; 2025Q3: 227,648 shares; 2025Q4: 231,642 shares; 2026Q1: 239,727 shares; 2026Q2: 237,942 shares 237,942 $121M 1.18% -1,785 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,458,435 shares; 2024Q4: 1,383,185 shares; 2025Q1: 1,373,327 shares; 2025Q2: 1,336,292 shares; 2025Q3: 1,374,468 shares; 2025Q4: 1,362,811 shares; 2026Q1: 1,525,106 shares; 2026Q2: 1,670,862 shares 1,670,862 $120M 1.18% +145,756 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 624,209 shares; 2024Q4: 625,201 shares; 2025Q1: 636,875 shares; 2025Q2: 651,841 shares; 2025Q3: 672,489 shares; 2025Q4: 695,194 shares; 2026Q1: 689,021 shares; 2026Q2: 719,520 shares 719,520 $106M 1.04% +30,499 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,644 shares; 2024Q4: 75,220 shares; 2025Q1: 79,137 shares; 2025Q2: 148,205 shares; 2025Q3: 159,013 shares; 2025Q4: 204,841 shares; 2026Q1: 241,911 shares; 2026Q2: 242,999 shares 242,999 $102M 1% +1,088 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,481 shares; 2024Q4: 1,337 shares; 2025Q1: 1,332 shares; 2025Q2: 4,298 shares; 2025Q3: 4,512 shares; 2025Q4: 4,869 shares; 2026Q1: 79,682 shares; 2026Q2: 97,000 shares 97,000 $95.5M 0.94% +17,318 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 869,564 shares; 2024Q4: 819,635 shares; 2025Q1: 811,530 shares; 2025Q2: 826,806 shares; 2025Q3: 867,030 shares; 2025Q4: 899,452 shares; 2026Q1: 1,047,404 shares; 2026Q2: 1,154,121 shares 1,154,121 $94.6M 0.93% +106,717 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,087 shares; 2024Q4: 91,306 shares; 2025Q1: 92,403 shares; 2025Q2: 98,929 shares; 2025Q3: 100,905 shares; 2025Q4: 102,271 shares; 2026Q1: 89,887 shares; 2026Q2: 88,836 shares 88,836 $93.7M 0.92% -1,051 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,719 shares; 2024Q4: 137,997 shares; 2025Q1: 135,602 shares; 2025Q2: 132,647 shares; 2025Q3: 128,786 shares; 2025Q4: 127,976 shares; 2026Q1: 133,073 shares; 2026Q2: 131,409 shares 131,409 $91.5M 0.9% -1,664 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 384,308 shares; 2024Q4: 388,090 shares; 2025Q1: 389,110 shares; 2025Q2: 414,255 shares; 2025Q3: 423,166 shares; 2025Q4: 427,462 shares; 2026Q1: 444,870 shares; 2026Q2: 445,056 shares 445,056 $89.6M 0.88% +186 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 262,808 shares; 2024Q4: 267,275 shares; 2025Q1: 258,068 shares; 2025Q2: 257,361 shares; 2025Q3: 258,704 shares; 2025Q4: 273,881 shares; 2026Q1: 271,231 shares; 2026Q2: 298,623 shares 298,623 $89.3M 0.88% +27,392 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 573,649 shares; 2024Q4: 571,636 shares; 2025Q1: 574,620 shares; 2025Q2: 568,990 shares; 2025Q3: 559,987 shares; 2025Q4: 574,995 shares; 2026Q1: 589,918 shares; 2026Q2: 588,652 shares 588,652 $89.1M 0.87% -1,266 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258,095 shares; 2024Q4: 259,777 shares; 2025Q1: 259,874 shares; 2025Q2: 259,007 shares; 2025Q3: 253,879 shares; 2025Q4: 257,874 shares; 2026Q1: 251,917 shares; 2026Q2: 242,631 shares 242,631 $88.9M 0.87% -9,286 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 273 shares; 2024Q4: 602 shares; 2025Q1: 602 shares; 2025Q2: 228,664 shares; 2025Q3: 238,561 shares; 2025Q4: 312,245 shares; 2026Q1: 340,968 shares; 2026Q2: 344,815 shares 344,815 $85.4M 0.84% +3,847 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 62,819 shares; 2025Q1: 61,636 shares; 2025Q2: 61,216 shares; 2025Q3: 60,402 shares; 2025Q4: 56,421 shares; 2026Q1: 170,604 shares; 2026Q2: 237,081 shares 237,081 $83M 0.82% +66,477 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,040 shares; 2024Q4: 125,026 shares; 2025Q1: 126,267 shares; 2025Q2: 134,269 shares; 2025Q3: 261,104 shares; 2025Q4: 292,894 shares; 2026Q1: 314,938 shares; 2026Q2: 395,485 shares 395,485 $76.6M 0.75% +80,547 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 506,684 shares; 2024Q4: 508,030 shares; 2025Q1: 510,476 shares; 2025Q2: 538,713 shares; 2025Q3: 539,409 shares; 2025Q4: 557,983 shares; 2026Q1: 585,422 shares; 2026Q2: 592,471 shares 592,471 $75.1M 0.74% +7,049 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,793 shares; 2026Q2: 217,837 shares 217,837 $70.2M 0.69% +159,044 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,948 shares; 2024Q4: 176,892 shares; 2025Q1: 179,007 shares; 2025Q2: 192,591 shares; 2025Q3: 198,628 shares; 2025Q4: 204,281 shares; 2026Q1: 215,176 shares; 2026Q2: 215,878 shares 215,878 $69.5M 0.68% +702 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,093,400 shares; 2024Q4: 1,114,523 shares; 2025Q1: 1,096,993 shares; 2025Q2: 1,109,125 shares; 2025Q3: 1,095,104 shares; 2025Q4: 1,098,258 shares; 2026Q1: 1,177,251 shares; 2026Q2: 1,154,238 shares 1,154,238 $69.3M 0.68% -23,013 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120,509 shares; 2026Q1: 323,937 shares; 2026Q2: 347,840 shares 347,840 $69.1M 0.68% +23,903 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257,042 shares; 2024Q4: 265,697 shares; 2025Q1: 263,125 shares; 2025Q2: 406,706 shares; 2025Q3: 401,773 shares; 2025Q4: 457,124 shares; 2026Q1: 616,278 shares; 2026Q2: 620,381 shares 620,381 $68.6M 0.67% +4,103 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,328 shares; 2024Q4: 54,502 shares; 2025Q1: 54,635 shares; 2025Q2: 58,449 shares; 2025Q3: 59,879 shares; 2025Q4: 61,408 shares; 2026Q1: 61,612 shares; 2026Q2: 61,337 shares 61,337 $67.5M 0.66% -275 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 382,426 shares; 2024Q4: 378,184 shares; 2025Q1: 383,842 shares; 2025Q2: 402,845 shares; 2025Q3: 427,535 shares; 2025Q4: 432,891 shares; 2026Q1: 396,607 shares; 2026Q2: 394,824 shares 394,824 $66.4M 0.65% -1,783 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,454 shares; 2024Q4: 160,997 shares; 2025Q1: 204,318 shares; 2025Q2: 220,683 shares; 2025Q3: 228,716 shares; 2025Q4: 236,210 shares; 2026Q1: 254,831 shares; 2026Q2: 260,344 shares 260,344 $65.9M 0.65% +5,513 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 319,305 shares; 2024Q4: 321,846 shares; 2025Q1: 320,213 shares; 2025Q2: 339,265 shares; 2025Q3: 346,318 shares; 2025Q4: 354,189 shares; 2026Q1: 504,190 shares; 2026Q2: 520,954 shares 520,954 $64.3M 0.63% +16,764 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247,046 shares; 2024Q4: 244,735 shares; 2025Q1: 227,957 shares; 2025Q2: 237,030 shares; 2025Q3: 235,647 shares; 2025Q4: 237,225 shares; 2026Q1: 242,308 shares; 2026Q2: 240,790 shares 240,790 $61.3M 0.6% -1,518 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,549 shares; 2024Q4: 63,791 shares; 2025Q1: 65,526 shares; 2025Q2: 92,965 shares; 2025Q3: 100,093 shares; 2025Q4: 104,066 shares; 2026Q1: 111,103 shares; 2026Q2: 136,977 shares 136,977 $59.3M 0.58% +25,874 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,290 shares; 2024Q4: 41,532 shares; 2025Q1: 42,486 shares; 2025Q2: 43,523 shares; 2025Q3: 44,201 shares; 2025Q4: 44,252 shares; 2026Q1: 42,010 shares; 2026Q2: 41,902 shares 41,902 $56.4M 0.55% -108 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 408,712 shares; 2024Q4: 392,524 shares; 2025Q1: 418,197 shares; 2025Q2: 436,040 shares; 2025Q3: 437,357 shares; 2025Q4: 459,859 shares; 2026Q1: 532,405 shares; 2026Q2: 571,060 shares 571,060 $56.1M 0.55% +38,655 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215 shares; 2024Q4: 215 shares; 2025Q1: 338 shares; 2025Q2: 338 shares; 2025Q3: 338 shares; 2025Q4: 338 shares; 2026Q1: 74,044 shares; 2026Q2: 76,222 shares 76,222 $55.7M 0.55% +2,178 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 308,724 shares; 2024Q4: 317,299 shares; 2025Q1: 322,690 shares; 2025Q2: 307,192 shares; 2025Q3: 307,549 shares; 2025Q4: 201,966 shares; 2026Q1: 199,452 shares; 2026Q2: 240,327 shares 240,327 $53.3M 0.52% +40,875 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,331 shares; 2024Q4: 60,410 shares; 2025Q1: 60,079 shares; 2025Q2: 63,117 shares; 2025Q3: 63,834 shares; 2025Q4: 64,616 shares; 2026Q1: 67,317 shares; 2026Q2: 55,870 shares 55,870 $53.1M 0.52% -11,447 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65 shares; 2024Q4: 64 shares; 2025Q1: 62 shares; 2025Q2: 64 shares; 2025Q3: 54 shares; 2025Q4: 53 shares; 2026Q1: 47 shares; 2026Q2: 67 shares 67 $50.7M 0.5% +20 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,558 shares; 2024Q4: 187,266 shares; 2025Q1: 187,268 shares; 2025Q2: 201,401 shares; 2025Q3: 206,410 shares; 2025Q4: 212,104 shares; 2026Q1: 186,364 shares; 2026Q2: 185,983 shares 185,983 $50.3M 0.49% -381 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,600 shares; 2024Q4: 59,405 shares; 2025Q1: 60,472 shares; 2025Q2: 61,793 shares; 2025Q3: 62,726 shares; 2025Q4: 62,778 shares; 2026Q1: 61,260 shares; 2026Q2: 62,916 shares 62,916 $49.9M 0.49% +1,656 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,210 shares; 2024Q4: 133,351 shares; 2025Q1: 135,773 shares; 2025Q2: 138,702 shares; 2025Q3: 141,932 shares; 2025Q4: 142,030 shares; 2026Q1: 156,256 shares; 2026Q2: 155,964 shares 155,964 $49.7M 0.49% -292 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 336,248 shares; 2024Q4: 216,936 shares; 2025Q1: 205,641 shares; 2025Q2: 190,268 shares; 2025Q3: 184,380 shares; 2025Q4: 184,155 shares; 2026Q1: 181,167 shares; 2026Q2: 186,150 shares 186,150 $48.3M 0.47% +4,983 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,509 shares; 2024Q4: 35,141 shares; 2025Q1: 34,664 shares; 2025Q2: 43,757 shares; 2025Q3: 43,377 shares; 2025Q4: 43,527 shares; 2026Q1: 316,975 shares; 2026Q2: 328,292 shares 328,292 $46.1M 0.45% +11,317 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,454 shares; 2024Q4: 50,216 shares; 2025Q1: 49,192 shares; 2025Q2: 48,644 shares; 2025Q3: 47,099 shares; 2025Q4: 45,508 shares; 2026Q1: 45,686 shares; 2026Q2: 45,019 shares 45,019 $43.7M 0.43% -667 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,992 shares; 2024Q4: 24,472 shares; 2025Q1: 25,340 shares; 2025Q2: 82,448 shares; 2025Q3: 86,130 shares; 2025Q4: 117,762 shares; 2026Q1: 129,576 shares; 2026Q2: 216,565 shares 216,565 $43.2M 0.42% +86,989 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 334,198 shares; 2024Q4: 337,799 shares; 2025Q1: 340,008 shares; 2025Q2: 362,727 shares; 2025Q3: 372,198 shares; 2025Q4: 380,288 shares; 2026Q1: 281,824 shares; 2026Q2: 228,878 shares 228,878 $42.3M 0.42% -52,946 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 311,027 shares; 2024Q4: 320,740 shares; 2025Q1: 327,101 shares; 2025Q2: 230,769 shares; 2025Q3: 232,624 shares; 2025Q4: 237,935 shares; 2026Q1: 257,702 shares; 2026Q2: 257,753 shares 257,753 $41.4M 0.41% +51 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,858 shares; 2024Q4: 14,856 shares; 2025Q1: 14,921 shares; 2025Q2: 34,029 shares; 2025Q3: 34,884 shares; 2025Q4: 35,841 shares; 2026Q1: 36,162 shares; 2026Q2: 51,478 shares 51,478 $40.4M 0.4% +15,316 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,598 shares; 2024Q4: 27,751 shares; 2025Q1: 28,346 shares; 2025Q2: 29,086 shares; 2025Q3: 29,642 shares; 2025Q4: 29,771 shares; 2026Q1: 32,745 shares; 2026Q2: 48,057 shares 48,057 $38.8M 0.38% +15,312 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209,907 shares; 2024Q4: 201,179 shares; 2025Q1: 368,994 shares; 2025Q2: 380,291 shares; 2025Q3: 374,179 shares; 2025Q4: 370,343 shares; 2026Q1: 384,881 shares; 2026Q2: 383,423 shares 383,423 $38.6M 0.38% -1,458 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,002 shares; 2024Q4: 4,047 shares; 2025Q1: 3,960 shares; 2025Q2: 3,880 shares; 2025Q3: 3,932 shares; 2025Q4: 40,132 shares; 2026Q1: 497,717 shares; 2026Q2: 498,803 shares 498,803 $37.9M 0.37% +1,086 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,592 shares; 2024Q4: 119,239 shares; 2025Q1: 123,425 shares; 2025Q2: 133,491 shares; 2025Q3: 137,835 shares; 2025Q4: 198,237 shares; 2026Q1: 388,667 shares; 2026Q2: 394,309 shares 394,309 $37.8M 0.37% +5,642 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,733 shares; 2024Q4: 20,945 shares; 2025Q1: 21,249 shares; 2025Q2: 347,819 shares; 2025Q3: 387,359 shares; 2025Q4: 399,850 shares; 2026Q1: 426,076 shares; 2026Q2: 448,387 shares 448,387 $37.8M 0.37% +22,311 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 156,581 shares 156,581 $37.2M 0.37% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,526 shares; 2024Q4: 53,222 shares; 2025Q1: 52,168 shares; 2025Q2: 51,024 shares; 2025Q3: 127,789 shares; 2025Q4: 195,242 shares; 2026Q1: 273,176 shares; 2026Q2: 273,487 shares 273,487 $36.2M 0.36% +311 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 156,586 shares 156,586 $36.2M 0.36% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,412 shares; 2024Q4: 9,432 shares; 2025Q1: 9,576 shares; 2025Q2: 9,576 shares; 2025Q3: 9,641 shares; 2025Q4: 9,641 shares; 2026Q1: 231,852 shares; 2026Q2: 370,713 shares 370,713 $36.1M 0.35% +138,861 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,969 shares; 2024Q4: 56,924 shares; 2025Q1: 58,018 shares; 2025Q2: 59,454 shares; 2025Q3: 60,399 shares; 2025Q4: 60,472 shares; 2026Q1: 57,528 shares; 2026Q2: 57,372 shares 57,372 $35M 0.34% -156 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,106 shares; 2024Q4: 97,116 shares; 2025Q1: 97,090 shares; 2025Q2: 98,950 shares; 2025Q3: 99,090 shares; 2025Q4: 106,789 shares; 2026Q1: 107,478 shares; 2026Q2: 429,135 shares 429,135 $34.7M 0.34% +321,657 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250,142 shares; 2024Q4: 259,888 shares; 2025Q1: 263,639 shares; 2025Q2: 272,586 shares; 2025Q3: 245,964 shares; 2025Q4: 243,909 shares; 2026Q1: 264,173 shares; 2026Q2: 263,412 shares 263,412 $34.7M 0.34% -761 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 329,193 shares; 2024Q4: 331,447 shares; 2025Q1: 336,358 shares; 2025Q2: 347,312 shares; 2025Q3: 353,083 shares; 2025Q4: 311,893 shares; 2026Q1: 319,972 shares; 2026Q2: 355,027 shares 355,027 $34.6M 0.34% +35,055 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,093 shares; 2024Q4: 20,433 shares; 2025Q1: 249,823 shares; 2025Q2: 286,605 shares; 2025Q3: 298,631 shares; 2025Q4: 302,645 shares; 2026Q1: 331,133 shares; 2026Q2: 333,144 shares 333,144 $34.5M 0.34% +2,011 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,903 shares; 2024Q4: 86,383 shares; 2025Q1: 86,483 shares; 2025Q2: 84,086 shares; 2025Q3: 83,515 shares; 2025Q4: 85,261 shares; 2026Q1: 82,482 shares; 2026Q2: 82,389 shares 82,389 $33.9M 0.33% -93 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,691 shares; 2024Q4: 63,038 shares; 2025Q1: 63,135 shares; 2025Q2: 67,653 shares; 2025Q3: 69,625 shares; 2025Q4: 71,429 shares; 2026Q1: 74,773 shares; 2026Q2: 74,410 shares 74,410 $33.3M 0.33% -363 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276,051 shares; 2024Q4: 288,493 shares; 2025Q1: 295,253 shares; 2025Q2: 302,900 shares; 2025Q3: 573,940 shares; 2025Q4: 587,172 shares; 2026Q1: 643,321 shares; 2026Q2: 641,856 shares 641,856 $33.2M 0.33% -1,465 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,626 shares; 2024Q4: 71,249 shares; 2025Q1: 56,954 shares; 2025Q2: 55,378 shares; 2025Q3: 49,783 shares; 2025Q4: 37,638 shares; 2026Q1: 38,177 shares; 2026Q2: 261,532 shares 261,532 $32M 0.31% +223,355 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,986 shares; 2024Q4: 157,129 shares; 2025Q1: 158,423 shares; 2025Q2: 170,160 shares; 2025Q3: 174,402 shares; 2025Q4: 178,471 shares; 2026Q1: 186,166 shares; 2026Q2: 181,384 shares 181,384 $31.7M 0.31% -4,782 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,417 shares; 2024Q4: 71,174 shares; 2025Q1: 74,379 shares; 2025Q2: 82,164 shares; 2025Q3: 85,256 shares; 2025Q4: 88,922 shares; 2026Q1: 94,113 shares; 2026Q2: 108,590 shares 108,590 $30.8M 0.3% +14,477 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,987 shares; 2024Q4: 91,213 shares; 2025Q1: 90,683 shares; 2025Q2: 45,745 shares; 2025Q3: 42,522 shares; 2025Q4: 38,479 shares; 2026Q1: 34,615 shares; 2026Q2: 72,689 shares 72,689 $30.4M 0.3% +38,074 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,869 shares; 2024Q4: 68,330 shares; 2025Q1: 68,718 shares; 2025Q2: 68,344 shares; 2025Q3: 67,887 shares; 2025Q4: 65,924 shares; 2026Q1: 66,201 shares; 2026Q2: 84,133 shares 84,133 $30M 0.29% +17,932 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 288,172 shares; 2024Q4: 309,645 shares; 2025Q1: 307,537 shares; 2025Q2: 290,766 shares; 2025Q3: 290,312 shares; 2025Q4: 294,267 shares; 2026Q1: 194,135 shares; 2026Q2: 191,854 shares 191,854 $28.6M 0.28% -2,281 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,431 shares; 2024Q4: 216,139 shares; 2025Q1: 245,316 shares; 2025Q2: 261,251 shares; 2025Q3: 243,147 shares; 2025Q4: 264,511 shares; 2026Q1: 227,245 shares; 2026Q2: 232,839 shares 232,839 $28.4M 0.28% +5,594 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,281 shares; 2024Q4: 97,894 shares; 2025Q1: 100,429 shares; 2025Q2: 102,495 shares; 2025Q3: 104,575 shares; 2025Q4: 104,665 shares; 2026Q1: 113,316 shares; 2026Q2: 110,322 shares 110,322 $28.2M 0.28% -2,994 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315,709 shares; 2024Q4: 346,413 shares; 2025Q1: 342,124 shares; 2025Q2: 336,383 shares; 2025Q3: 337,463 shares; 2025Q4: 333,495 shares; 2026Q1: 341,669 shares; 2026Q2: 329,660 shares 329,660 $27.8M 0.27% -12,009 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,802 shares; 2024Q4: 70,812 shares; 2025Q1: 71,675 shares; 2025Q2: 70,906 shares; 2025Q3: 69,212 shares; 2025Q4: 72,655 shares; 2026Q1: 72,565 shares; 2026Q2: 74,716 shares 74,716 $26.2M 0.26% +2,151 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,453 shares; 2024Q4: 79,143 shares; 2025Q1: 85,512 shares; 2025Q2: 91,642 shares; 2025Q3: 94,676 shares; 2025Q4: 98,487 shares; 2026Q1: 104,493 shares; 2026Q2: 103,825 shares 103,825 $25.5M 0.25% -668 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,306 shares; 2024Q4: 33,341 shares; 2025Q1: 33,978 shares; 2025Q2: 34,807 shares; 2025Q3: 35,319 shares; 2025Q4: 35,262 shares; 2026Q1: 38,441 shares; 2026Q2: 38,379 shares 38,379 $25.1M 0.25% -62 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,776 shares; 2024Q4: 3,803 shares; 2025Q1: 81,685 shares; 2025Q2: 96,110 shares; 2025Q3: 100,081 shares; 2025Q4: 103,584 shares; 2026Q1: 114,335 shares; 2026Q2: 115,031 shares 115,031 $23.8M 0.23% +696 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,356 shares; 2024Q4: 197,674 shares; 2025Q1: 204,378 shares; 2025Q2: 220,138 shares; 2025Q3: 225,884 shares; 2025Q4: 245,307 shares; 2026Q1: 261,408 shares; 2026Q2: 271,470 shares 271,470 $23.7M 0.23% +10,062 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,514 shares; 2024Q4: 94,848 shares; 2025Q1: 96,659 shares; 2025Q2: 99,076 shares; 2025Q3: 100,255 shares; 2025Q4: 99,713 shares; 2026Q1: 108,136 shares; 2026Q2: 107,974 shares 107,974 $23.4M 0.23% -162 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,459 shares; 2024Q4: 31,233 shares; 2025Q1: 29,951 shares; 2025Q2: 29,195 shares; 2025Q3: 29,431 shares; 2025Q4: 29,996 shares; 2026Q1: 30,102 shares; 2026Q2: 31,449 shares 31,449 $22.7M 0.22% +1,347 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,420 shares; 2024Q4: 10,871 shares; 2025Q1: 10,941 shares; 2025Q2: 11,000 shares; 2025Q3: 12,728 shares; 2025Q4: 13,907 shares; 2026Q1: 293,735 shares; 2026Q2: 296,903 shares 296,903 $21.5M 0.21% +3,168 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,625 shares; 2024Q4: 23,572 shares; 2025Q1: 22,990 shares; 2025Q2: 22,343 shares; 2025Q3: 22,265 shares; 2025Q4: 21,919 shares; 2026Q1: 21,344 shares; 2026Q2: 33,395 shares 33,395 $21.2M 0.21% +12,051 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 731 shares; 2024Q4: 731 shares; 2025Q1: 731 shares; 2025Q2: 731 shares; 2025Q3: 731 shares; 2025Q4: 731 shares; 2026Q1: 71,034 shares; 2026Q2: 71,427 shares 71,427 $21.1M 0.21% +393 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,526 shares; 2024Q4: 188,444 shares; 2025Q1: 188,825 shares; 2025Q2: 185,101 shares; 2025Q3: 183,632 shares; 2025Q4: 183,549 shares; 2026Q1: 182,218 shares; 2026Q2: 181,034 shares 181,034 $20M 0.2% -1,184 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,418 shares; 2024Q4: 191,394 shares; 2025Q1: 186,937 shares; 2025Q2: 176,607 shares; 2025Q3: 175,481 shares; 2025Q4: 169,723 shares; 2026Q1: 160,152 shares; 2026Q2: 173,135 shares 173,135 $19.7M 0.19% +12,983 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 118,002 shares; 2025Q2: 120,654 shares; 2025Q3: 123,267 shares; 2025Q4: 202,383 shares; 2026Q1: 224,183 shares; 2026Q2: 285,721 shares 285,721 $19.5M 0.19% +61,538 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250,580 shares; 2024Q4: 256,851 shares; 2025Q1: 259,912 shares; 2025Q2: 273,724 shares; 2025Q3: 280,826 shares; 2025Q4: 451,494 shares; 2026Q1: 484,572 shares; 2026Q2: 116,172 shares 116,172 $19.4M 0.19% -368,400 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,884 shares; 2024Q4: 73,275 shares; 2025Q1: 71,462 shares; 2025Q2: 70,341 shares; 2025Q3: 67,440 shares; 2025Q4: 66,173 shares; 2026Q1: 65,441 shares; 2026Q2: 67,183 shares 67,183 $18.8M 0.18% +1,742 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,971 shares; 2024Q4: 18,971 shares; 2025Q1: 18,971 shares; 2025Q2: 18,971 shares; 2025Q3: 19,043 shares; 2025Q4: 21,443 shares; 2026Q1: 32,643 shares; 2026Q2: 42,663 shares 42,663 $18.3M 0.18% +10,020 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,977 shares; 2024Q4: 27,041 shares; 2025Q1: 27,311 shares; 2025Q2: 27,344 shares; 2025Q3: 27,243 shares; 2025Q4: 27,034 shares; 2026Q1: 27,721 shares; 2026Q2: 148,100 shares 148,100 $18.2M 0.18% +120,379 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,337 shares; 2024Q4: 71,938 shares; 2025Q1: 73,369 shares; 2025Q2: 75,192 shares; 2025Q3: 76,493 shares; 2025Q4: 76,237 shares; 2026Q1: 83,822 shares; 2026Q2: 83,575 shares 83,575 $18.2M 0.18% -247 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,073 shares; 2024Q4: 168,991 shares; 2025Q1: 162,142 shares; 2025Q2: 164,655 shares; 2025Q3: 158,122 shares; 2025Q4: 164,707 shares; 2026Q1: 164,072 shares; 2026Q2: 169,509 shares 169,509 $17.9M 0.18% +5,437 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,517 shares; 2024Q4: 56,438 shares; 2025Q1: 55,868 shares; 2025Q2: 55,825 shares; 2025Q3: 53,685 shares; 2025Q4: 52,222 shares; 2026Q1: 51,840 shares; 2026Q2: 52,144 shares 52,144 $17.7M 0.17% +304 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,037 shares; 2024Q4: 151,488 shares; 2025Q1: 153,643 shares; 2025Q2: 166,938 shares; 2025Q3: 156,379 shares; 2025Q4: 153,336 shares; 2026Q1: 152,645 shares; 2026Q2: 125,233 shares 125,233 $17.1M 0.17% -27,412 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,496 shares; 2024Q4: 191,723 shares; 2025Q1: 186,436 shares; 2025Q2: 186,012 shares; 2025Q3: 183,063 shares; 2025Q4: 204,404 shares; 2026Q1: 203,772 shares; 2026Q2: 204,720 shares 204,720 $17M 0.17% +948 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,569 shares; 2024Q4: 32,346 shares; 2025Q1: 32,272 shares; 2025Q2: 32,095 shares; 2025Q3: 31,770 shares; 2025Q4: 31,453 shares; 2026Q1: 31,608 shares; 2026Q2: 31,576 shares 31,576 $16.8M 0.17% -32 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,921 shares; 2024Q4: 206,783 shares; 2025Q1: 211,083 shares; 2025Q2: 214,945 shares; 2025Q3: 218,841 shares; 2025Q4: 219,293 shares; 2026Q1: 241,509 shares; 2026Q2: 238,975 shares 238,975 $16.5M 0.16% -2,534 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 382,513 shares; 2024Q4: 385,643 shares; 2025Q1: 384,905 shares; 2025Q2: 400,816 shares; 2025Q3: 402,386 shares; 2025Q4: 404,634 shares; 2026Q1: 187,804 shares; 2026Q2: 171,863 shares 171,863 $16.4M 0.16% -15,941 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,966 shares; 2024Q4: 184,248 shares; 2025Q1: 193,550 shares; 2025Q2: 197,570 shares; 2025Q3: 201,738 shares; 2025Q4: 200,586 shares; 2026Q1: 220,804 shares; 2026Q2: 220,443 shares 220,443 $16.4M 0.16% -361 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,036 shares; 2024Q4: 155,993 shares; 2025Q1: 159,271 shares; 2025Q2: 167,817 shares; 2025Q3: 171,453 shares; 2025Q4: 177,343 shares; 2026Q1: 214,958 shares; 2026Q2: 214,683 shares 214,683 $16.4M 0.16% -275 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,603 shares; 2024Q4: 44,365 shares; 2025Q1: 45,944 shares; 2025Q2: 46,566 shares; 2025Q3: 46,408 shares; 2025Q4: 45,183 shares; 2026Q1: 44,318 shares; 2026Q2: 44,339 shares 44,339 $15.5M 0.15% +21 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,303 shares; 2024Q4: 35,180 shares; 2025Q1: 33,543 shares; 2025Q2: 33,527 shares; 2025Q3: 72,638 shares; 2025Q4: 47,811 shares; 2026Q1: 39,709 shares; 2026Q2: 41,908 shares 41,908 $15.4M 0.15% +2,199 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,828 shares; 2024Q4: 134,362 shares; 2025Q1: 126,354 shares; 2025Q2: 110,349 shares; 2025Q3: 103,122 shares; 2025Q4: 97,084 shares; 2026Q1: 94,504 shares; 2026Q2: 107,127 shares 107,127 $15.4M 0.15% +12,623 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,861 shares; 2024Q4: 83,680 shares; 2025Q1: 85,358 shares; 2025Q2: 87,337 shares; 2025Q3: 88,764 shares; 2025Q4: 88,652 shares; 2026Q1: 97,529 shares; 2026Q2: 77,650 shares 77,650 $15.3M 0.15% -19,879 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,167 shares; 2024Q4: 67,688 shares; 2025Q1: 67,167 shares; 2025Q2: 65,929 shares; 2025Q3: 63,138 shares; 2025Q4: 63,078 shares; 2026Q1: 62,982 shares; 2026Q2: 63,743 shares 63,743 $15.2M 0.15% +761 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,458 shares; 2026Q2: 8,480 shares 8,480 $15.2M 0.15% +22 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,689 shares; 2024Q4: 130,361 shares; 2025Q1: 127,038 shares; 2025Q2: 127,145 shares; 2025Q3: 118,370 shares; 2025Q4: 115,351 shares; 2026Q1: 102,745 shares; 2026Q2: 104,028 shares 104,028 $15M 0.15% +1,283 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,258 shares; 2024Q4: 98,016 shares; 2025Q1: 99,925 shares; 2025Q2: 102,538 shares; 2025Q3: 104,189 shares; 2025Q4: 104,331 shares; 2026Q1: 92,768 shares; 2026Q2: 92,587 shares 92,587 $14.7M 0.14% -181 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,384 shares; 2024Q4: 71,244 shares; 2025Q1: 70,341 shares; 2025Q2: 70,093 shares; 2025Q3: 69,737 shares; 2025Q4: 68,279 shares; 2026Q1: 71,746 shares; 2026Q2: 65,165 shares 65,165 $14.6M 0.14% -6,581 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,613 shares; 2024Q4: 83,947 shares; 2025Q1: 85,319 shares; 2025Q2: 91,373 shares; 2025Q3: 93,181 shares; 2025Q4: 96,181 shares; 2026Q1: 101,251 shares; 2026Q2: 106,961 shares 106,961 $14.5M 0.14% +5,710 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,806 shares; 2024Q4: 1,806 shares; 2025Q1: 1,806 shares; 2025Q2: 1,806 shares; 2025Q3: 1,806 shares; 2025Q4: 1,806 shares; 2026Q1: 630 shares; 2026Q2: 278,094 shares 278,094 $14.5M 0.14% +277,464 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53 shares; 2024Q4: 32,420 shares; 2025Q1: 32,788 shares; 2025Q2: 33,548 shares; 2025Q3: 34,101 shares; 2025Q4: 34,048 shares; 2026Q1: 37,600 shares; 2026Q2: 37,523 shares 37,523 $14.2M 0.14% -77 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,820 shares; 2024Q4: 19,469 shares; 2025Q1: 19,899 shares; 2025Q2: 20,400 shares; 2025Q3: 20,809 shares; 2025Q4: 20,776 shares; 2026Q1: 22,834 shares; 2026Q2: 22,757 shares 22,757 $14.2M 0.14% -77 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: not reported; 2026Q2: 107,224 shares 107,224 $14.1M 0.14% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,426 shares; 2024Q4: 53,156 shares; 2025Q1: 52,306 shares; 2025Q2: 53,183 shares; 2025Q3: 48,426 shares; 2025Q4: 47,790 shares; 2026Q1: 46,416 shares; 2026Q2: 46,237 shares 46,237 $13.9M 0.14% -179 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,421 shares; 2024Q4: 87,589 shares; 2025Q1: 88,940 shares; 2025Q2: 92,934 shares; 2025Q3: 119,518 shares; 2025Q4: 127,685 shares; 2026Q1: 135,624 shares; 2026Q2: 26,380 shares 26,380 $13.7M 0.13% -109,244 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180,784 shares; 2024Q4: 186,838 shares; 2025Q1: 173,514 shares; 2025Q2: 177,491 shares; 2025Q3: 180,445 shares; 2025Q4: 179,872 shares; 2026Q1: 196,182 shares; 2026Q2: 195,541 shares 195,541 $13.4M 0.13% -641 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,013 shares; 2024Q4: 59,004 shares; 2025Q1: 60,421 shares; 2025Q2: 61,985 shares; 2025Q3: 63,175 shares; 2025Q4: 63,229 shares; 2026Q1: 69,131 shares; 2026Q2: 69,086 shares 69,086 $13.4M 0.13% -45 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,653 shares; 2024Q4: 15,647 shares; 2025Q1: 16,593 shares; 2025Q2: 18,678 shares; 2025Q3: 19,383 shares; 2025Q4: 20,068 shares; 2026Q1: 21,748 shares; 2026Q2: 21,771 shares 21,771 $13.2M 0.13% +23 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,933 shares; 2024Q4: 2,520 shares; 2025Q1: 1,439 shares; 2025Q2: 913 shares; 2025Q3: 936 shares; 2025Q4: 976 shares; 2026Q1: 35,975 shares; 2026Q2: 35,976 shares 35,976 $12.9M 0.13% +1 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,784 shares; 2024Q4: 23,837 shares; 2025Q1: 24,366 shares; 2025Q2: 25,076 shares; 2025Q3: 35,161 shares; 2025Q4: 36,381 shares; 2026Q1: 40,451 shares; 2026Q2: 40,238 shares 40,238 $12.3M 0.12% -213 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,430 shares; 2024Q4: 132,618 shares; 2025Q1: 136,879 shares; 2025Q2: 139,971 shares; 2025Q3: 142,996 shares; 2025Q4: 143,082 shares; 2026Q1: 157,961 shares; 2026Q2: 157,409 shares 157,409 $12.2M 0.12% -552 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 424,949 shares; 2024Q4: 424,949 shares; 2025Q1: 417,520 shares; 2025Q2: 417,520 shares; 2025Q3: 417,520 shares; 2025Q4: 417,520 shares; 2026Q1: 412,187 shares; 2026Q2: 412,187 shares 412,187 $12.2M 0.12% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,106 shares; 2024Q4: 98,628 shares; 2025Q1: 98,267 shares; 2025Q2: 96,540 shares; 2025Q3: 92,972 shares; 2025Q4: 91,143 shares; 2026Q1: 86,247 shares; 2026Q2: 83,692 shares 83,692 $11.8M 0.12% -2,555 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,619 shares; 2024Q4: 33,460 shares; 2025Q1: 33,583 shares; 2025Q2: 35,521 shares; 2025Q3: 37,130 shares; 2025Q4: 36,532 shares; 2026Q1: 34,081 shares; 2026Q2: 33,923 shares 33,923 $11.7M 0.12% -158 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,768 shares; 2024Q4: 62,649 shares; 2025Q1: 64,247 shares; 2025Q2: 65,729 shares; 2025Q3: 66,727 shares; 2025Q4: 66,774 shares; 2026Q1: 73,835 shares; 2026Q2: 73,589 shares 73,589 $11.5M 0.11% -246 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,082 shares; 2024Q4: 38,341 shares; 2025Q1: 35,050 shares; 2025Q2: 33,988 shares; 2025Q3: 33,222 shares; 2025Q4: 34,899 shares; 2026Q1: 36,311 shares; 2026Q2: 37,918 shares 37,918 $11.4M 0.11% +1,607 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,996 shares; 2024Q4: 66,610 shares; 2025Q1: 68,106 shares; 2025Q2: 69,809 shares; 2025Q3: 71,052 shares; 2025Q4: 70,928 shares; 2026Q1: 78,222 shares; 2026Q2: 77,994 shares 77,994 $11.1M 0.11% -228 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 485,055 shares; 2025Q4: 536,862 shares; 2026Q1: 606,927 shares; 2026Q2: 605,033 shares 605,033 $11M 0.11% -1,894 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 272,752 shares; 2024Q4: 271,327 shares; 2025Q1: 265,465 shares; 2025Q2: 265,091 shares; 2025Q3: 263,653 shares; 2025Q4: 275,790 shares; 2026Q1: 275,790 shares; 2026Q2: 268,290 shares 268,290 $11M 0.11% -7,500 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,654 shares; 2024Q4: 26,638 shares; 2025Q1: 22,759 shares; 2025Q2: 21,203 shares; 2025Q3: 21,285 shares; 2025Q4: 20,119 shares; 2026Q1: 20,061 shares; 2026Q2: 19,868 shares 19,868 $11M 0.11% -193 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,037 shares; 2024Q4: 311,551 shares; 2025Q1: 308,695 shares; 2025Q2: 316,464 shares; 2025Q3: 322,076 shares; 2025Q4: 319,994 shares; 2026Q1: 318,634 shares; 2026Q2: 312,988 shares 312,988 $11M 0.11% -5,646 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,364 shares; 2025Q1: 13,024 shares; 2025Q2: 12,734 shares; 2025Q3: 12,651 shares; 2025Q4: 12,422 shares; 2026Q1: 11,752 shares; 2026Q2: 10,755 shares 10,755 $10.9M 0.11% -997 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,109 shares; 2024Q4: 40,267 shares; 2025Q1: 39,301 shares; 2025Q2: 39,036 shares; 2025Q3: 34,561 shares; 2025Q4: 33,155 shares; 2026Q1: 31,129 shares; 2026Q2: 33,980 shares 33,980 $10.3M 0.1% +2,851 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 395 shares; 2024Q4: 374 shares; 2025Q1: 374 shares; 2025Q2: 374 shares; 2025Q3: 440 shares; 2025Q4: 440 shares; 2026Q1: 440 shares; 2026Q2: 310,702 shares 310,702 $10.3M 0.1% +310,262 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,825 shares; 2024Q4: 33,076 shares; 2025Q1: 32,520 shares; 2025Q2: 32,183 shares; 2025Q3: 30,714 shares; 2025Q4: 33,654 shares; 2026Q1: 33,747 shares; 2026Q2: 36,096 shares 36,096 $10.2M 0.1% +2,349 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 423,138 shares; 2024Q4: 423,222 shares; 2025Q1: 412,235 shares; 2025Q2: 416,216 shares; 2025Q3: 422,545 shares; 2025Q4: 416,187 shares; 2026Q1: 437,262 shares; 2026Q2: 433,983 shares 433,983 $10.1M 0.1% -3,279 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,287 shares; 2024Q4: 19,590 shares; 2025Q1: 18,509 shares; 2025Q2: 19,757 shares; 2025Q3: 23,758 shares; 2025Q4: 24,645 shares; 2026Q1: 24,456 shares; 2026Q2: 26,213 shares 26,213 $10M 0.1% +1,757 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,432 shares; 2024Q4: 14,518 shares; 2025Q1: 14,422 shares; 2025Q2: 14,422 shares; 2025Q3: 14,641 shares; 2025Q4: 14,555 shares; 2026Q1: 14,422 shares; 2026Q2: 66,628 shares 66,628 $9.99M 0.1% +52,206 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,052 shares; 2024Q4: 13,456 shares; 2025Q1: 13,754 shares; 2025Q2: 14,091 shares; 2025Q3: 11,152 shares; 2025Q4: 10,822 shares; 2026Q1: 7,779 shares; 2026Q2: 7,752 shares 7,752 $9.97M 0.1% -27 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300,463 shares; 2024Q4: 360,936 shares; 2025Q1: 363,962 shares; 2025Q2: 158,303 shares; 2025Q3: 148,503 shares; 2025Q4: 134,363 shares; 2026Q1: 131,758 shares; 2026Q2: 161,538 shares 161,538 $9.56M 0.09% +29,780 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,256 shares; 2024Q4: 59,382 shares; 2025Q1: 60,706 shares; 2025Q2: 62,239 shares; 2025Q3: 63,497 shares; 2025Q4: 63,387 shares; 2026Q1: 69,638 shares; 2026Q2: 69,462 shares 69,462 $9.56M 0.09% -176 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,569 shares; 2024Q4: 126,897 shares; 2025Q1: 130,047 shares; 2025Q2: 132,597 shares; 2025Q3: 135,055 shares; 2025Q4: 135,017 shares; 2026Q1: 148,659 shares; 2026Q2: 147,301 shares 147,301 $9.55M 0.09% -1,358 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 19 shares; 2025Q3: 178,175 shares; 2025Q4: 198,877 shares; 2026Q1: 225,955 shares; 2026Q2: 224,384 shares 224,384 $9.38M 0.09% -1,571 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,966 shares; 2024Q4: 42,331 shares; 2025Q1: 41,968 shares; 2025Q2: 41,881 shares; 2025Q3: 41,208 shares; 2025Q4: 41,002 shares; 2026Q1: 41,069 shares; 2026Q2: 39,668 shares 39,668 $9.3M 0.09% -1,401 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,862 shares; 2024Q4: 112,234 shares; 2025Q1: 108,603 shares; 2025Q2: 112,440 shares; 2025Q3: 118,364 shares; 2025Q4: 116,731 shares; 2026Q1: 118,700 shares; 2026Q2: 110,870 shares 110,870 $9.13M 0.09% -7,830 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,265 shares; 2024Q4: 2,005 shares; 2025Q1: 2,005 shares; 2025Q2: 2,274 shares; 2025Q3: 2,358 shares; 2025Q4: 2,274 shares; 2026Q1: 74,947 shares; 2026Q2: 74,787 shares 74,787 $9.11M 0.09% -160 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,080 shares; 2024Q4: 24,216 shares; 2025Q1: 24,253 shares; 2025Q2: 23,798 shares; 2025Q3: 23,276 shares; 2025Q4: 23,264 shares; 2026Q1: 23,276 shares; 2026Q2: 23,276 shares 23,276 $9.08M 0.09% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,777 shares; 2024Q4: 19,661 shares; 2025Q1: 19,544 shares; 2025Q2: 19,190 shares; 2025Q3: 18,443 shares; 2025Q4: 18,443 shares; 2026Q1: 17,252 shares; 2026Q2: 16,989 shares 16,989 $9.01M 0.09% -263 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,320 shares; 2024Q4: 104,252 shares; 2025Q1: 110,591 shares; 2025Q2: 111,298 shares; 2025Q3: 104,679 shares; 2025Q4: 114,318 shares; 2026Q1: 125,037 shares; 2026Q2: 132,714 shares 132,714 $8.97M 0.09% +7,677 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,749 shares; 2024Q4: 84,750 shares; 2025Q1: 86,407 shares; 2025Q2: 88,409 shares; 2025Q3: 89,938 shares; 2025Q4: 90,046 shares; 2026Q1: 99,012 shares; 2026Q2: 98,904 shares 98,904 $8.95M 0.09% -108 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,287 shares; 2025Q2: 8,539 shares; 2025Q3: 13,667 shares; 2025Q4: 14,032 shares; 2026Q1: 15,843 shares; 2026Q2: 15,814 shares 15,814 $8.9M 0.09% -29 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,520 shares; 2024Q4: 36,338 shares; 2025Q1: 36,154 shares; 2025Q2: 36,404 shares; 2025Q3: 36,173 shares; 2025Q4: 36,143 shares; 2026Q1: 36,158 shares; 2026Q2: 36,336 shares 36,336 $8.85M 0.09% +178 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,979 shares; 2024Q4: 2,916 shares; 2025Q1: 3,126 shares; 2025Q2: 3,076 shares; 2025Q3: 3,076 shares; 2025Q4: 3,076 shares; 2026Q1: 2,944 shares; 2026Q2: 36,780 shares 36,780 $8.72M 0.09% +33,836 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,508 shares; 2024Q4: 74,508 shares; 2025Q1: 61,830 shares; 2025Q2: 58,881 shares; 2025Q3: 52,648 shares; 2025Q4: 52,963 shares; 2026Q1: 52,082 shares; 2026Q2: 51,316 shares 51,316 $8.67M 0.09% -766 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 296,354 shares; 2024Q4: 306,783 shares; 2025Q1: 264,847 shares; 2025Q2: 284,569 shares; 2025Q3: 293,314 shares; 2025Q4: 301,875 shares; 2026Q1: 127,939 shares; 2026Q2: 122,464 shares 122,464 $8.57M 0.08% -5,475 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,620 shares; 2024Q4: 239,455 shares; 2025Q1: 239,455 shares; 2025Q2: 271,481 shares; 2025Q3: 282,595 shares; 2025Q4: 282,496 shares; 2026Q1: 237,669 shares; 2026Q2: 236,360 shares 236,360 $8.53M 0.08% -1,309 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,511 shares; 2024Q4: 34,595 shares; 2025Q1: 33,473 shares; 2025Q2: 33,240 shares; 2025Q3: 32,330 shares; 2025Q4: 30,876 shares; 2026Q1: 30,590 shares; 2026Q2: 31,085 shares 31,085 $8.53M 0.08% +495 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,566 shares; 2024Q4: 114,002 shares; 2025Q1: 110,281 shares; 2025Q2: 109,251 shares; 2025Q3: 106,570 shares; 2025Q4: 101,400 shares; 2026Q1: 96,854 shares; 2026Q2: 96,701 shares 96,701 $8.46M 0.08% -153 Timeline LGN LEGENCE CORP More: the full row for LEGENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 108,426 shares 108,426 $8.43M 0.08% new Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 516 shares; 2025Q4: 60,724 shares; 2026Q1: 107,770 shares; 2026Q2: 106,808 shares 106,808 $8.31M 0.08% -962 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,018 shares; 2024Q4: 20,375 shares; 2025Q1: 20,326 shares; 2025Q2: 11,739 shares; 2025Q3: 10,588 shares; 2025Q4: 12,204 shares; 2026Q1: 11,917 shares; 2026Q2: 11,795 shares 11,795 $8.15M 0.08% -122 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 481 shares; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 390 shares; 2025Q4: 44,085 shares; 2026Q1: 47,360 shares; 2026Q2: 42,027 shares 42,027 $7.98M 0.08% -5,333 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,985 shares; 2024Q4: 59,371 shares; 2025Q1: 58,827 shares; 2025Q2: 50,846 shares; 2025Q3: 51,005 shares; 2025Q4: 50,957 shares; 2026Q1: 48,316 shares; 2026Q2: 47,573 shares 47,573 $7.62M 0.07% -743 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,166 shares; 2026Q2: 48,817 shares 48,817 $7.57M 0.07% -349 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,616 shares; 2024Q4: 33,489 shares; 2025Q1: 31,519 shares; 2025Q2: 31,440 shares; 2025Q3: 30,993 shares; 2025Q4: 31,763 shares; 2026Q1: 32,031 shares; 2026Q2: 30,065 shares 30,065 $7.43M 0.07% -1,966 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,897 shares; 2024Q4: 15,614 shares; 2025Q1: 15,785 shares; 2025Q2: 15,675 shares; 2025Q3: 15,676 shares; 2025Q4: 15,408 shares; 2026Q1: 15,408 shares; 2026Q2: 19,616 shares 19,616 $7.29M 0.07% +4,208 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 476,816 shares; 2024Q4: 495,804 shares; 2025Q1: 507,831 shares; 2025Q2: 521,203 shares; 2025Q3: 528,882 shares; 2025Q4: 526,199 shares; 2026Q1: 250,218 shares; 2026Q2: 248,987 shares 248,987 $7.28M 0.07% -1,231 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 312 shares; 2024Q4: 312 shares; 2025Q1: 312 shares; 2025Q2: 312 shares; 2025Q3: 478 shares; 2025Q4: 478 shares; 2026Q1: 31,877 shares; 2026Q2: 49,222 shares 49,222 $7.16M 0.07% +17,345 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,804 shares; 2024Q4: 43,181 shares; 2025Q1: 44,204 shares; 2025Q2: 45,188 shares; 2025Q3: 45,778 shares; 2025Q4: 45,481 shares; 2026Q1: 19,990 shares; 2026Q2: 19,731 shares 19,731 $7.06M 0.07% -259 Timeline KKR & CO INC KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,800 shares; 2025Q2: 54,723 shares; 2025Q3: 54,723 shares; 2025Q4: 88,163 shares; 2026Q1: 161,428 shares; 2026Q2: 169,023 shares 169,023 $6.96M 0.07% +7,595 XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,139 shares; 2024Q4: 19,431 shares; 2025Q1: 18,952 shares; 2025Q2: 18,838 shares; 2025Q3: 18,826 shares; 2025Q4: 35,524 shares; 2026Q1: 38,766 shares; 2026Q2: 37,901 shares 37,901 $6.96M 0.07% -865 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 333 shares; 2026Q1: 333 shares; 2026Q2: 17,942 shares 17,942 $6.93M 0.07% +17,609 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,471 shares; 2024Q4: 94,807 shares; 2025Q1: 94,694 shares; 2025Q2: 94,703 shares; 2025Q3: 94,797 shares; 2025Q4: 94,669 shares; 2026Q1: 95,490 shares; 2026Q2: 95,513 shares 95,513 $6.87M 0.07% +23 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,557 shares; 2026Q2: 47,651 shares 47,651 $6.86M 0.07% +94 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,149 shares; 2024Q4: 119,178 shares; 2025Q1: 119,178 shares; 2025Q2: 119,178 shares; 2025Q3: 119,178 shares; 2025Q4: 119,178 shares; 2026Q1: 119,178 shares; 2026Q2: 119,178 shares 119,178 $6.61M 0.06% 0 Timeline USIO USIO INC More: the full row for USIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,830,162 shares; 2024Q4: 2,805,752 shares; 2025Q1: 2,805,752 shares; 2025Q2: 2,805,752 shares; 2025Q3: 2,805,752 shares; 2025Q4: not reported; 2026Q1: 2,713,852 shares; 2026Q2: 2,713,852 shares 2,713,852 $6.43M 0.06% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 899 shares; 2025Q3: 635 shares; 2025Q4: 635 shares; 2026Q1: 525 shares; 2026Q2: 212,819 shares 212,819 $6.43M 0.06% +212,294 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,606 shares; 2024Q4: 19,544 shares; 2025Q1: 19,299 shares; 2025Q2: 18,318 shares; 2025Q3: 18,189 shares; 2025Q4: 18,119 shares; 2026Q1: 17,612 shares; 2026Q2: 48,844 shares 48,844 $6.28M 0.06% +31,232 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,269 shares; 2024Q4: 101,961 shares; 2025Q1: 104,355 shares; 2025Q2: 106,651 shares; 2025Q3: 108,564 shares; 2025Q4: 108,669 shares; 2026Q1: 119,832 shares; 2026Q2: 119,203 shares 119,203 $6.25M 0.06% -629 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,241 shares; 2024Q4: 67,012 shares; 2025Q1: 65,891 shares; 2025Q2: 92,050 shares; 2025Q3: 63,124 shares; 2025Q4: 62,143 shares; 2026Q1: 62,143 shares; 2026Q2: 62,675 shares 62,675 $6.18M 0.06% +532 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,920 shares; 2024Q4: 47,700 shares; 2025Q1: 47,011 shares; 2025Q2: 47,058 shares; 2025Q3: 47,133 shares; 2025Q4: 47,133 shares; 2026Q1: 46,903 shares; 2026Q2: 46,876 shares 46,876 $6.13M 0.06% -27 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,460 shares; 2024Q4: 45,026 shares; 2025Q1: 45,959 shares; 2025Q2: 47,266 shares; 2025Q3: 48,048 shares; 2025Q4: 47,974 shares; 2026Q1: 52,921 shares; 2026Q2: 53,137 shares 53,137 $5.86M 0.06% +216 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,261 shares; 2024Q4: 64,003 shares; 2025Q1: 63,460 shares; 2025Q2: 63,360 shares; 2025Q3: 58,970 shares; 2025Q4: 59,770 shares; 2026Q1: 57,320 shares; 2026Q2: 60,258 shares 60,258 $5.86M 0.06% +2,938 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,090 shares; 2024Q4: 99,786 shares; 2025Q1: 96,077 shares; 2025Q2: 94,802 shares; 2025Q3: 95,494 shares; 2025Q4: 99,413 shares; 2026Q1: 96,423 shares; 2026Q2: 97,182 shares 97,182 $5.82M 0.06% +759 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,541 shares; 2024Q4: 15,094 shares; 2025Q1: 13,932 shares; 2025Q2: 14,282 shares; 2025Q3: 14,512 shares; 2025Q4: 14,903 shares; 2026Q1: 15,474 shares; 2026Q2: 15,540 shares 15,540 $5.56M 0.05% +66 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,505 shares; 2024Q4: 4,505 shares; 2025Q1: 3,811 shares; 2025Q2: 3,707 shares; 2025Q3: 3,707 shares; 2025Q4: 3,707 shares; 2026Q1: 3,707 shares; 2026Q2: 59,191 shares 59,191 $5.55M 0.05% +55,484 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,518 shares; 2024Q4: 39,773 shares; 2025Q1: 39,352 shares; 2025Q2: 39,041 shares; 2025Q3: 36,463 shares; 2025Q4: 34,770 shares; 2026Q1: 34,681 shares; 2026Q2: 42,128 shares 42,128 $5.46M 0.05% +7,447 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,885 shares; 2024Q4: 79,330 shares; 2025Q1: 78,185 shares; 2025Q2: 79,743 shares; 2025Q3: 76,230 shares; 2025Q4: 69,138 shares; 2026Q1: 73,529 shares; 2026Q2: 68,931 shares 68,931 $5.44M 0.05% -4,598 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,044 shares; 2024Q4: 111,839 shares; 2025Q1: 89,840 shares; 2025Q2: 76,171 shares; 2025Q3: 64,211 shares; 2025Q4: 57,109 shares; 2026Q1: 54,510 shares; 2026Q2: 53,186 shares 53,186 $5.35M 0.05% -1,324 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,007 shares; 2024Q4: 84,925 shares; 2025Q1: 86,612 shares; 2025Q2: 91,957 shares; 2025Q3: 31,225 shares; 2025Q4: 19,253 shares; 2026Q1: 13,922 shares; 2026Q2: 12,787 shares 12,787 $5.22M 0.05% -1,135 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,871 shares; 2024Q4: 5,770 shares; 2025Q1: 5,800 shares; 2025Q2: 6,245 shares; 2025Q3: 6,770 shares; 2025Q4: 6,770 shares; 2026Q1: 5,840 shares; 2026Q2: 85,470 shares 85,470 $5.21M 0.05% +79,630 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,125 shares; 2024Q4: 2,125 shares; 2025Q1: 2,125 shares; 2025Q2: 2,125 shares; 2025Q3: 2,295 shares; 2025Q4: 2,295 shares; 2026Q1: 2,295 shares; 2026Q2: 23,539 shares 23,539 $5.18M 0.05% +21,244 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,569 shares; 2024Q4: 74,531 shares; 2025Q1: 72,647 shares; 2025Q2: 62,864 shares; 2025Q3: 58,276 shares; 2025Q4: 54,298 shares; 2026Q1: 54,175 shares; 2026Q2: 50,681 shares 50,681 $5.18M 0.05% -3,494 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,403 shares; 2024Q4: 42,623 shares; 2025Q1: 40,825 shares; 2025Q2: 40,869 shares; 2025Q3: 37,428 shares; 2025Q4: 36,800 shares; 2026Q1: 36,924 shares; 2026Q2: 36,500 shares 36,500 $5.12M 0.05% -424 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,027 shares; 2024Q4: 34,263 shares; 2025Q1: 33,424 shares; 2025Q2: 35,276 shares; 2025Q3: 33,227 shares; 2025Q4: 30,743 shares; 2026Q1: 26,610 shares; 2026Q2: 27,094 shares 27,094 $5.05M 0.05% +484 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,223 shares; 2024Q4: 1,223 shares; 2025Q1: 1,223 shares; 2025Q2: 1,223 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 28,256 shares 28,256 $5.02M 0.05% +27,256 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,603 shares; 2024Q4: 18,960 shares; 2025Q1: 19,083 shares; 2025Q2: 18,863 shares; 2025Q3: 18,897 shares; 2025Q4: 21,242 shares; 2026Q1: 18,242 shares; 2026Q2: 25,749 shares 25,749 $5.02M 0.05% +7,507 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,809 shares; 2024Q4: 2,025 shares; 2025Q1: 2,042 shares; 2025Q2: 2,179 shares; 2025Q3: 2,186 shares; 2025Q4: 2,327 shares; 2026Q1: 2,379 shares; 2026Q2: 21,480 shares 21,480 $5.01M 0.05% +19,101 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,670 shares; 2024Q4: 51,286 shares; 2025Q1: 53,654 shares; 2025Q2: 51,631 shares; 2025Q3: 48,680 shares; 2025Q4: 48,357 shares; 2026Q1: 47,364 shares; 2026Q2: 46,991 shares 46,991 $4.98M 0.05% -373 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,817 shares; 2024Q4: 76,227 shares; 2025Q1: 91,942 shares; 2025Q2: 99,643 shares; 2025Q3: 102,911 shares; 2025Q4: 241,959 shares; 2026Q1: 65,722 shares; 2026Q2: 46,094 shares 46,094 $4.97M 0.05% -19,628 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,040 shares; 2024Q4: 12,312 shares; 2025Q1: 2,185 shares; 2025Q2: 2,155 shares; 2025Q3: 2,952 shares; 2025Q4: 3,235 shares; 2026Q1: 3,547 shares; 2026Q2: 50,443 shares 50,443 $4.95M 0.05% +46,896 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,866 shares; 2024Q4: 88,206 shares; 2025Q1: 85,170 shares; 2025Q2: 84,454 shares; 2025Q3: 84,449 shares; 2025Q4: 80,838 shares; 2026Q1: 83,316 shares; 2026Q2: 84,428 shares 84,428 $4.91M 0.05% +1,112 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,143 shares; 2024Q4: 17,579 shares; 2025Q1: 17,550 shares; 2025Q2: 18,305 shares; 2025Q3: 17,576 shares; 2025Q4: 17,384 shares; 2026Q1: 18,633 shares; 2026Q2: 21,946 shares 21,946 $4.87M 0.05% +3,313 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares; 2026Q2: 84,810 shares 84,810 $4.82M 0.05% +81,610 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,030 shares; 2026Q2: 89,392 shares 89,392 $4.77M 0.05% +64,362 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,306 shares; 2024Q4: 24,579 shares; 2025Q1: 23,586 shares; 2025Q2: 23,768 shares; 2025Q3: 22,900 shares; 2025Q4: 22,353 shares; 2026Q1: 20,371 shares; 2026Q2: 19,852 shares 19,852 $4.75M 0.05% -519 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,483 shares; 2024Q4: 46,148 shares; 2025Q1: 45,282 shares; 2025Q2: 42,077 shares; 2025Q3: 40,392 shares; 2025Q4: 39,772 shares; 2026Q1: 36,755 shares; 2026Q2: 35,259 shares 35,259 $4.69M 0.05% -1,496 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,060 shares; 2024Q4: 14,173 shares; 2025Q1: 13,926 shares; 2025Q2: 14,261 shares; 2025Q3: 14,216 shares; 2025Q4: 14,206 shares; 2026Q1: 14,503 shares; 2026Q2: 20,361 shares 20,361 $4.66M 0.05% +5,858 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,960 shares; 2024Q4: 1,960 shares; 2025Q1: 1,960 shares; 2025Q2: 2,272 shares; 2025Q3: 1,143 shares; 2025Q4: 1,143 shares; 2026Q1: 1,143 shares; 2026Q2: 59,427 shares 59,427 $4.65M 0.05% +58,284 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,835 shares; 2024Q4: 61,000 shares; 2025Q1: 60,810 shares; 2025Q2: 60,987 shares; 2025Q3: 64,286 shares; 2025Q4: 64,554 shares; 2026Q1: 56,945 shares; 2026Q2: 57,720 shares 57,720 $4.52M 0.04% +775 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,456 shares; 2024Q4: 47,325 shares; 2025Q1: 45,939 shares; 2025Q2: 40,557 shares; 2025Q3: 38,045 shares; 2025Q4: 36,810 shares; 2026Q1: 32,531 shares; 2026Q2: 28,411 shares 28,411 $4.4M 0.04% -4,120 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,142 shares; 2024Q4: 2,027 shares; 2025Q1: 2,027 shares; 2025Q2: 2,027 shares; 2025Q3: 2,027 shares; 2025Q4: 2,027 shares; 2026Q1: 1,896 shares; 2026Q2: 48,001 shares 48,001 $4.39M 0.04% +46,105 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,303 shares; 2024Q4: 1,607 shares; 2025Q1: 1,724 shares; 2025Q2: 2,183 shares; 2025Q3: 2,419 shares; 2025Q4: 2,295 shares; 2026Q1: 2,465 shares; 2026Q2: 2,425 shares 2,425 $4.38M 0.04% -40 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,490 shares; 2024Q4: 6,956 shares; 2025Q1: 7,082 shares; 2025Q2: 7,085 shares; 2025Q3: 6,647 shares; 2025Q4: 6,741 shares; 2026Q1: 6,634 shares; 2026Q2: 8,107 shares 8,107 $4.36M 0.04% +1,473 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 797 shares; 2025Q1: 797 shares; 2025Q2: 797 shares; 2025Q3: 797 shares; 2025Q4: 896 shares; 2026Q1: 11,989 shares; 2026Q2: 11,906 shares 11,906 $4.23M 0.04% -83 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 32,824 shares 32,824 $4.2M 0.04% +29,824 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 217 shares; 2026Q1: 183,950 shares; 2026Q2: 182,682 shares 182,682 $4.18M 0.04% -1,268 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,459 shares; 2024Q4: 41,469 shares; 2025Q1: 41,469 shares; 2025Q2: 43,008 shares; 2025Q3: 44,753 shares; 2025Q4: 48,073 shares; 2026Q1: 42,037 shares; 2026Q2: 41,636 shares 41,636 $4.17M 0.04% -401 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,079 shares; 2024Q4: 1,012 shares; 2025Q1: 1,012 shares; 2025Q2: 1,012 shares; 2025Q3: 1,012 shares; 2025Q4: 1,012 shares; 2026Q1: 1,064 shares; 2026Q2: 21,505 shares 21,505 $4.09M 0.04% +20,441 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 324 shares; 2024Q4: 324 shares; 2025Q1: 324 shares; 2025Q2: 324 shares; 2025Q3: 324 shares; 2025Q4: 324 shares; 2026Q1: 324 shares; 2026Q2: 54,441 shares 54,441 $4.07M 0.04% +54,117 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,532 shares; 2024Q4: 10,982 shares; 2025Q1: 11,027 shares; 2025Q2: 11,056 shares; 2025Q3: 11,305 shares; 2025Q4: 11,005 shares; 2026Q1: 10,664 shares; 2026Q2: 10,410 shares 10,410 $3.94M 0.04% -254 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,982 shares; 2024Q4: 172,797 shares; 2025Q1: 173,637 shares; 2025Q2: 168,935 shares; 2025Q3: 150,661 shares; 2025Q4: 148,940 shares; 2026Q1: 143,642 shares; 2026Q2: 157,847 shares 157,847 $3.85M 0.04% +14,205 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,510 shares; 2024Q4: 47,647 shares; 2025Q1: 47,727 shares; 2025Q2: 48,208 shares; 2025Q3: 48,658 shares; 2025Q4: 48,893 shares; 2026Q1: 48,893 shares; 2026Q2: 49,080 shares 49,080 $3.85M 0.04% +187 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,471 shares; 2024Q4: 7,357 shares; 2025Q1: 7,358 shares; 2025Q2: 7,282 shares; 2025Q3: 7,332 shares; 2025Q4: 7,494 shares; 2026Q1: 6,957 shares; 2026Q2: 6,964 shares 6,964 $3.81M 0.04% +7 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,014 shares; 2024Q4: 29,239 shares; 2025Q1: 29,817 shares; 2025Q2: 29,817 shares; 2025Q3: 28,606 shares; 2025Q4: 28,606 shares; 2026Q1: 28,585 shares; 2026Q2: 28,585 shares 28,585 $3.8M 0.04% 0 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,878 shares; 2024Q4: 1,878 shares; 2025Q1: 1,878 shares; 2025Q2: 1,878 shares; 2025Q3: 1,878 shares; 2025Q4: 1,878 shares; 2026Q1: 1,878 shares; 2026Q2: 27,929 shares 27,929 $3.79M 0.04% +26,051 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,057 shares; 2024Q4: 119,976 shares; 2025Q1: 121,497 shares; 2025Q2: 39,269 shares; 2025Q3: 33,935 shares; 2025Q4: 29,913 shares; 2026Q1: 25,480 shares; 2026Q2: 22,616 shares 22,616 $3.75M 0.04% -2,864 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,940 shares; 2024Q4: 138,940 shares; 2025Q1: 138,891 shares; 2025Q2: 138,891 shares; 2025Q3: 138,891 shares; 2025Q4: 138,891 shares; 2026Q1: 138,891 shares; 2026Q2: 145,460 shares 145,460 $3.75M 0.04% +6,569 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,047 shares; 2024Q4: 8,057 shares; 2025Q1: 10,056 shares; 2025Q2: 11,811 shares; 2025Q3: 11,877 shares; 2025Q4: 15,466 shares; 2026Q1: 38,965 shares; 2026Q2: 40,115 shares 40,115 $3.65M 0.04% +1,150 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,113 shares; 2024Q4: 16,092 shares; 2025Q1: 251,099 shares; 2025Q2: 294,058 shares; 2025Q3: 383,961 shares; 2025Q4: 403,918 shares; 2026Q1: 110,902 shares; 2026Q2: 106,154 shares 106,154 $3.64M 0.04% -4,748 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,988 shares; 2024Q4: 10,856 shares; 2025Q1: 10,844 shares; 2025Q2: 10,957 shares; 2025Q3: 11,037 shares; 2025Q4: 10,905 shares; 2026Q1: 9,814 shares; 2026Q2: 9,528 shares 9,528 $3.59M 0.04% -286 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,001 shares; 2024Q4: 112,814 shares; 2025Q1: 97,590 shares; 2025Q2: 76,796 shares; 2025Q3: 62,593 shares; 2025Q4: 62,593 shares; 2026Q1: 62,629 shares; 2026Q2: 62,521 shares 62,521 $3.57M 0.04% -108 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 216,751 shares; 2024Q4: 218,731 shares; 2025Q1: 218,492 shares; 2025Q2: 88,916 shares; 2025Q3: 84,027 shares; 2025Q4: 77,160 shares; 2026Q1: 67,098 shares; 2026Q2: 82,799 shares 82,799 $3.48M 0.03% +15,701 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,737 shares; 2024Q4: 1,807 shares; 2025Q1: 1,807 shares; 2025Q2: 1,737 shares; 2025Q3: 1,737 shares; 2025Q4: 1,187 shares; 2026Q1: 1,096 shares; 2026Q2: 19,332 shares 19,332 $3.4M 0.03% +18,236 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,815 shares; 2024Q4: 77,200 shares; 2025Q1: 78,544 shares; 2025Q2: 80,231 shares; 2025Q3: 80,919 shares; 2025Q4: 80,852 shares; 2026Q1: 10,492 shares; 2026Q2: 15,038 shares 15,038 $3.38M 0.03% +4,546 Timeline DCO DUCOMMUN INC DEL More: the full row for DUCOMMUN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,632 shares 17,632 $3.34M 0.03% new Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328,381 shares; 2024Q4: 330,269 shares; 2025Q1: 332,341 shares; 2025Q2: 354,784 shares; 2025Q3: 361,210 shares; 2025Q4: 289,584 shares; 2026Q1: 57,263 shares; 2026Q2: 50,616 shares 50,616 $3.22M 0.03% -6,647 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,679 shares; 2024Q4: 12,669 shares; 2025Q1: 12,669 shares; 2025Q2: 13,170 shares; 2025Q3: 12,934 shares; 2025Q4: 12,794 shares; 2026Q1: 12,754 shares; 2026Q2: 12,754 shares 12,754 $3.2M 0.03% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,028 shares; 2024Q4: 20,019 shares; 2025Q1: 20,019 shares; 2025Q2: 19,452 shares; 2025Q3: 18,026 shares; 2025Q4: 23,296 shares; 2026Q1: 23,296 shares; 2026Q2: 23,189 shares 23,189 $3.18M 0.03% -107 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,034 shares; 2024Q4: 5,034 shares; 2025Q1: 5,034 shares; 2025Q2: 5,034 shares; 2025Q3: 5,034 shares; 2025Q4: 5,034 shares; 2026Q1: 5,034 shares; 2026Q2: 38,274 shares 38,274 $3.15M 0.03% +33,240 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,854 shares; 2024Q4: 6,925 shares; 2025Q1: 8,488 shares; 2025Q2: 8,017 shares; 2025Q3: 8,268 shares; 2025Q4: 7,871 shares; 2026Q1: 8,301 shares; 2026Q2: 8,301 shares 8,301 $3.15M 0.03% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,479 shares; 2024Q4: 37,969 shares; 2025Q1: 36,223 shares; 2025Q2: 36,050 shares; 2025Q3: 35,120 shares; 2025Q4: 34,442 shares; 2026Q1: 33,813 shares; 2026Q2: 33,721 shares 33,721 $3.15M 0.03% -92 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,162 shares; 2024Q4: 1,162 shares; 2025Q1: 1,670 shares; 2025Q2: 1,670 shares; 2025Q3: 1,716 shares; 2025Q4: 1,709 shares; 2026Q1: 1,685 shares; 2026Q2: 14,674 shares 14,674 $3.15M 0.03% +12,989 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,156 shares; 2024Q4: 20,745 shares; 2025Q1: 20,356 shares; 2025Q2: 19,803 shares; 2025Q3: 19,219 shares; 2025Q4: 18,110 shares; 2026Q1: 18,938 shares; 2026Q2: 19,734 shares 19,734 $3.14M 0.03% +796 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,834 shares; 2024Q4: 3,226 shares; 2025Q1: 3,280 shares; 2025Q2: 3,701 shares; 2025Q3: 3,721 shares; 2025Q4: 3,267 shares; 2026Q1: 3,212 shares; 2026Q2: 3,218 shares 3,218 $3.13M 0.03% +6 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 505 shares; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 505 shares; 2026Q1: 505 shares; 2026Q2: 20,503 shares 20,503 $3.11M 0.03% +19,998 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,164 shares; 2024Q4: 4,184 shares; 2025Q1: 4,894 shares; 2025Q2: 4,798 shares; 2025Q3: 3,880 shares; 2025Q4: 3,687 shares; 2026Q1: 3,188 shares; 2026Q2: 25,501 shares 25,501 $2.97M 0.03% +22,313 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,951 shares; 2024Q4: 63,801 shares; 2025Q1: 59,209 shares; 2025Q2: 58,628 shares; 2025Q3: 56,752 shares; 2025Q4: 56,353 shares; 2026Q1: 56,270 shares; 2026Q2: 56,270 shares 56,270 $2.94M 0.03% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,015 shares; 2024Q4: 74,826 shares; 2025Q1: 71,271 shares; 2025Q2: 66,020 shares; 2025Q3: 62,556 shares; 2025Q4: 55,906 shares; 2026Q1: 57,283 shares; 2026Q2: 51,506 shares 51,506 $2.92M 0.03% -5,777 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,916 shares; 2024Q4: 65,949 shares; 2025Q1: 52,729 shares; 2025Q2: 55,197 shares; 2025Q3: 53,907 shares; 2025Q4: 53,907 shares; 2026Q1: 54,437 shares; 2026Q2: 49,893 shares 49,893 $2.87M 0.03% -4,544 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,098 shares; 2024Q4: 18,083 shares; 2025Q1: 18,083 shares; 2025Q2: 18,272 shares; 2025Q3: 16,582 shares; 2025Q4: 18,976 shares; 2026Q1: 17,617 shares; 2026Q2: 16,926 shares 16,926 $2.81M 0.03% -691 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,005 shares; 2024Q4: 114,056 shares; 2025Q1: 109,564 shares; 2025Q2: 108,381 shares; 2025Q3: 108,381 shares; 2025Q4: 106,058 shares; 2026Q1: 106,058 shares; 2026Q2: 93,630 shares 93,630 $2.8M 0.03% -12,428 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,946 shares; 2024Q4: 9,618 shares; 2025Q1: 9,281 shares; 2025Q2: 8,926 shares; 2025Q3: 8,525 shares; 2025Q4: 6,847 shares; 2026Q1: 6,648 shares; 2026Q2: 6,598 shares 6,598 $2.72M 0.03% -50 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,997 shares; 2024Q4: 10,593 shares; 2025Q1: 10,449 shares; 2025Q2: 12,899 shares; 2025Q3: 12,901 shares; 2025Q4: 13,022 shares; 2026Q1: 14,574 shares; 2026Q2: 12,248 shares 12,248 $2.63M 0.03% -2,326 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,481 shares; 2024Q4: 112,242 shares; 2025Q1: 107,887 shares; 2025Q2: 93,821 shares; 2025Q3: 91,305 shares; 2025Q4: 200,319 shares; 2026Q1: 211,237 shares; 2026Q2: 211,287 shares 211,287 $2.56M 0.03% +50 Timeline TDS TELEPHONE & DATA SYS INC More: the full row for TELEPHONE & DATA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 71,918 shares 71,918 $2.54M 0.02% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,727 shares; 2024Q4: 11,090 shares; 2025Q1: 10,885 shares; 2025Q2: 10,813 shares; 2025Q3: 10,930 shares; 2025Q4: 10,949 shares; 2026Q1: 10,138 shares; 2026Q2: 21,079 shares 21,079 $2.52M 0.02% +10,941 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,106 shares; 2024Q4: 2,124 shares; 2025Q1: 2,136 shares; 2025Q2: 2,136 shares; 2025Q3: 2,178 shares; 2025Q4: 2,258 shares; 2026Q1: 2,210 shares; 2026Q2: 2,142 shares 2,142 $2.47M 0.02% -68 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71,797 shares; 2026Q2: 71,239 shares 71,239 $2.45M 0.02% -558 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209 shares; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 209 shares; 2025Q4: 209 shares; 2026Q1: 58 shares; 2026Q2: 10,882 shares 10,882 $2.44M 0.02% +10,824 Timeline UMI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,440 shares; 2024Q4: 3,440 shares; 2025Q1: 3,440 shares; 2025Q2: 3,440 shares; 2025Q3: 2,932 shares; 2025Q4: 2,932 shares; 2026Q1: 2,932 shares; 2026Q2: 41,631 shares 41,631 $2.44M 0.02% +38,699 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,046 shares; 2024Q4: 6,832 shares; 2025Q1: 6,807 shares; 2025Q2: 7,042 shares; 2025Q3: 7,072 shares; 2025Q4: 7,557 shares; 2026Q1: 6,713 shares; 2026Q2: 6,472 shares 6,472 $2.43M 0.02% -241 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,952 shares; 2024Q4: 41,212 shares; 2025Q1: 38,287 shares; 2025Q2: 36,049 shares; 2025Q3: 21,844 shares; 2025Q4: 19,031 shares; 2026Q1: 13,336 shares; 2026Q2: 16,857 shares 16,857 $2.43M 0.02% +3,521 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,494 shares; 2024Q4: 32,790 shares; 2025Q1: 31,623 shares; 2025Q2: 31,101 shares; 2025Q3: 30,207 shares; 2025Q4: 30,144 shares; 2026Q1: 27,984 shares; 2026Q2: 30,884 shares 30,884 $2.4M 0.02% +2,900 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,011 shares; 2024Q4: 25,011 shares; 2025Q1: 25,011 shares; 2025Q2: 25,011 shares; 2025Q3: 25,011 shares; 2025Q4: 25,011 shares; 2026Q1: 25,011 shares; 2026Q2: 24,511 shares 24,511 $2.4M 0.02% -500 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,062 shares; 2024Q4: 184,103 shares; 2025Q1: 187,672 shares; 2025Q2: 192,104 shares; 2025Q3: 195,110 shares; 2025Q4: 195,334 shares; 2026Q1: 20,759 shares; 2026Q2: 31,603 shares 31,603 $2.39M 0.02% +10,844 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,478 shares; 2024Q4: 12,748 shares; 2025Q1: 12,754 shares; 2025Q2: 22,925 shares; 2025Q3: 20,376 shares; 2025Q4: 48,018 shares; 2026Q1: 37,835 shares; 2026Q2: 44,981 shares 44,981 $2.39M 0.02% +7,146 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,501 shares; 2024Q4: 7,022 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,010 shares; 2025Q4: 7,013 shares; 2026Q1: 6,564 shares; 2026Q2: 6,567 shares 6,567 $2.37M 0.02% +3 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,633 shares; 2024Q4: 10,530 shares; 2025Q1: 10,307 shares; 2025Q2: 10,307 shares; 2025Q3: 10,186 shares; 2025Q4: 10,186 shares; 2026Q1: 10,096 shares; 2026Q2: 10,251 shares 10,251 $2.37M 0.02% +155 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,616 shares; 2024Q4: 11,665 shares; 2025Q1: 10,885 shares; 2025Q2: 10,866 shares; 2025Q3: 10,915 shares; 2025Q4: 10,536 shares; 2026Q1: 10,023 shares; 2026Q2: 9,446 shares 9,446 $2.36M 0.02% -577 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224,129 shares; 2024Q4: 226,980 shares; 2025Q1: 43,873 shares; 2025Q2: 26,298 shares; 2025Q3: 24,158 shares; 2025Q4: 20,355 shares; 2026Q1: 18,355 shares; 2026Q2: 18,122 shares 18,122 $2.34M 0.02% -233 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,477 shares; 2024Q4: 12,575 shares; 2025Q1: 12,146 shares; 2025Q2: 11,897 shares; 2025Q3: 11,643 shares; 2025Q4: 11,103 shares; 2026Q1: 10,708 shares; 2026Q2: 9,922 shares 9,922 $2.33M 0.02% -786 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,159 shares; 2024Q4: 5,977 shares; 2025Q1: 5,879 shares; 2025Q2: 5,979 shares; 2025Q3: 6,083 shares; 2025Q4: 7,775 shares; 2026Q1: 7,210 shares; 2026Q2: 12,476 shares 12,476 $2.27M 0.02% +5,266 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 589 shares; 2024Q4: 604 shares; 2025Q1: 623 shares; 2025Q2: 632 shares; 2025Q3: 640 shares; 2025Q4: 642 shares; 2026Q1: 3,019 shares; 2026Q2: 12,396 shares 12,396 $2.24M 0.02% +9,377 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,991 shares; 2024Q4: 65,476 shares; 2025Q1: 68,295 shares; 2025Q2: 74,289 shares; 2025Q3: 59,384 shares; 2025Q4: 9,705 shares; 2026Q1: 5,839 shares; 2026Q2: 5,242 shares 5,242 $2.22M 0.02% -597 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,639 shares; 2024Q4: 193,274 shares; 2025Q1: 174,191 shares; 2025Q2: 164,191 shares; 2025Q3: 146,156 shares; 2025Q4: 138,225 shares; 2026Q1: 119,757 shares; 2026Q2: 93,334 shares 93,334 $2.21M 0.02% -26,423 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,523 shares; 2024Q4: 57,180 shares; 2025Q1: 58,621 shares; 2025Q2: 56,053 shares; 2025Q3: 56,080 shares; 2025Q4: 53,560 shares; 2026Q1: 42,812 shares; 2026Q2: 42,812 shares 42,812 $2.21M 0.02% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,774 shares; 2024Q4: 23,274 shares; 2025Q1: 23,274 shares; 2025Q2: 23,274 shares; 2025Q3: 23,187 shares; 2025Q4: 17,187 shares; 2026Q1: 17,262 shares; 2026Q2: 17,462 shares 17,462 $2.2M 0.02% +200 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,863 shares; 2024Q4: 34,926 shares; 2025Q1: 34,589 shares; 2025Q2: 34,414 shares; 2025Q3: 34,230 shares; 2025Q4: 33,508 shares; 2026Q1: 32,314 shares; 2026Q2: 31,350 shares 31,350 $2.2M 0.02% -964 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,637 shares; 2024Q4: 47,401 shares; 2025Q1: 57,502 shares; 2025Q2: 78,644 shares; 2025Q3: 74,554 shares; 2025Q4: 79,107 shares; 2026Q1: 81,919 shares; 2026Q2: 60,826 shares 60,826 $2.18M 0.02% -21,093 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,626 shares; 2024Q4: 5,978 shares; 2025Q1: 6,382 shares; 2025Q2: 6,979 shares; 2025Q3: 7,323 shares; 2025Q4: 7,664 shares; 2026Q1: 1,209 shares; 2026Q2: 1,021 shares 1,021 $2.16M 0.02% -188 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,189 shares; 2024Q4: 5,189 shares; 2025Q1: 5,595 shares; 2025Q2: 5,217 shares; 2025Q3: 5,451 shares; 2025Q4: 5,219 shares; 2026Q1: 4,148 shares; 2026Q2: 24,887 shares 24,887 $2.16M 0.02% +20,739 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,750 shares; 2024Q4: 15,529 shares; 2025Q1: 15,057 shares; 2025Q2: 15,090 shares; 2025Q3: 13,778 shares; 2025Q4: 13,660 shares; 2026Q1: 13,192 shares; 2026Q2: 12,327 shares 12,327 $2.14M 0.02% -865 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,192 shares; 2024Q4: 3,295 shares; 2025Q1: 3,819 shares; 2025Q2: 3,798 shares; 2025Q3: 3,798 shares; 2025Q4: 3,436 shares; 2026Q1: 3,146 shares; 2026Q2: 21,587 shares 21,587 $2.1M 0.02% +18,441 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213 shares; 2024Q4: 213 shares; 2025Q1: 213 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 213 shares; 2026Q1: 213 shares; 2026Q2: 61,943 shares 61,943 $2.06M 0.02% +61,730 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,681 shares; 2024Q4: 23,382 shares; 2025Q1: 23,792 shares; 2025Q2: 24,094 shares; 2025Q3: 23,294 shares; 2025Q4: 22,480 shares; 2026Q1: 22,853 shares; 2026Q2: 23,027 shares 23,027 $1.99M 0.02% +174 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,812 shares; 2024Q4: 7,856 shares; 2025Q1: 7,837 shares; 2025Q2: 7,581 shares; 2025Q3: 7,402 shares; 2025Q4: 6,902 shares; 2026Q1: 6,694 shares; 2026Q2: 6,655 shares 6,655 $1.99M 0.02% -39 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,584 shares; 2024Q4: 19,584 shares; 2025Q1: 18,651 shares; 2025Q2: 17,017 shares; 2025Q3: 17,017 shares; 2025Q4: 17,143 shares; 2026Q1: 17,660 shares; 2026Q2: 22,949 shares 22,949 $1.98M 0.02% +5,289 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,034 shares; 2024Q4: 81,053 shares; 2025Q1: 68,351 shares; 2025Q2: 71,033 shares; 2025Q3: 61,033 shares; 2025Q4: 68,008 shares; 2026Q1: 65,249 shares; 2026Q2: 61,762 shares 61,762 $1.96M 0.02% -3,487 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,824 shares; 2024Q4: 15,311 shares; 2025Q1: 15,908 shares; 2025Q2: 18,700 shares; 2025Q3: 18,700 shares; 2025Q4: 18,700 shares; 2026Q1: 18,642 shares; 2026Q2: 16,518 shares 16,518 $1.92M 0.02% -2,124 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,407 shares; 2024Q4: 10,399 shares; 2025Q1: 10,400 shares; 2025Q2: 10,291 shares; 2025Q3: 10,294 shares; 2025Q4: 10,285 shares; 2026Q1: 9,848 shares; 2026Q2: 10,774 shares 10,774 $1.91M 0.02% +926 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,710 shares; 2024Q4: 6,678 shares; 2025Q1: 6,574 shares; 2025Q2: 6,726 shares; 2025Q3: 6,663 shares; 2025Q4: 6,615 shares; 2026Q1: 6,581 shares; 2026Q2: 6,743 shares 6,743 $1.9M 0.02% +162 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,549 shares; 2024Q4: 5,659 shares; 2025Q1: 5,659 shares; 2025Q2: 5,659 shares; 2025Q3: 5,660 shares; 2025Q4: 5,660 shares; 2026Q1: 5,660 shares; 2026Q2: 5,660 shares 5,660 $1.88M 0.02% 0 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,836 shares; 2025Q1: 22,636 shares; 2025Q2: 22,636 shares; 2025Q3: 22,636 shares; 2025Q4: 23,657 shares; 2026Q1: 23,657 shares; 2026Q2: 23,657 shares 23,657 $1.87M 0.02% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,939 shares; 2024Q4: 32,339 shares; 2025Q1: 32,339 shares; 2025Q2: 21,811 shares; 2025Q3: 21,811 shares; 2025Q4: 21,811 shares; 2026Q1: 21,811 shares; 2026Q2: 21,062 shares 21,062 $1.86M 0.02% -749 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,256 shares; 2024Q4: 37,202 shares; 2025Q1: 9,533 shares; 2025Q2: 9,034 shares; 2025Q3: 8,885 shares; 2025Q4: 7,394 shares; 2026Q1: 6,806 shares; 2026Q2: 6,821 shares 6,821 $1.86M 0.02% +15 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,971 shares; 2024Q4: 17,594 shares; 2025Q1: 15,654 shares; 2025Q2: 15,641 shares; 2025Q3: 14,356 shares; 2025Q4: 12,762 shares; 2026Q1: 11,800 shares; 2026Q2: 11,440 shares 11,440 $1.85M 0.02% -360 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,084 shares; 2024Q4: 31,281 shares; 2025Q1: 29,513 shares; 2025Q2: 26,640 shares; 2025Q3: 24,277 shares; 2025Q4: 14,530 shares; 2026Q1: 14,467 shares; 2026Q2: 14,676 shares 14,676 $1.85M 0.02% +209 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,343 shares; 2024Q4: 42,914 shares; 2025Q1: 42,420 shares; 2025Q2: 46,234 shares; 2025Q3: 47,124 shares; 2025Q4: 11,711 shares; 2026Q1: 9,879 shares; 2026Q2: 7,871 shares 7,871 $1.82M 0.02% -2,008 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,601 shares; 2024Q4: 10,329 shares; 2025Q1: 10,329 shares; 2025Q2: 10,329 shares; 2025Q3: 10,329 shares; 2025Q4: 10,329 shares; 2026Q1: 10,277 shares; 2026Q2: 12,630 shares 12,630 $1.82M 0.02% +2,353 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,674 shares; 2024Q4: 119,077 shares; 2025Q1: 121,943 shares; 2025Q2: 131,359 shares; 2025Q3: 36,945 shares; 2025Q4: 16,783 shares; 2026Q1: 10,062 shares; 2026Q2: 8,809 shares 8,809 $1.81M 0.02% -1,253 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,894 shares; 2024Q4: 6,319 shares; 2025Q1: 6,415 shares; 2025Q2: 6,502 shares; 2025Q3: 5,466 shares; 2025Q4: 5,958 shares; 2026Q1: 2,930 shares; 2026Q2: 2,687 shares 2,687 $1.81M 0.02% -243 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,508 shares; 2024Q4: 8,649 shares; 2025Q1: 8,124 shares; 2025Q2: 9,274 shares; 2025Q3: 7,945 shares; 2025Q4: 7,890 shares; 2026Q1: 7,215 shares; 2026Q2: 6,676 shares 6,676 $1.8M 0.02% -539 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,844 shares; 2024Q4: 6,101 shares; 2025Q1: 6,096 shares; 2025Q2: 6,096 shares; 2025Q3: 6,157 shares; 2025Q4: 6,065 shares; 2026Q1: 328,226 shares; 2026Q2: 39,331 shares 39,331 $1.75M 0.02% -288,895 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,730 shares; 2024Q4: 9,521 shares; 2025Q1: 9,910 shares; 2025Q2: 9,909 shares; 2025Q3: 9,724 shares; 2025Q4: 19,322 shares; 2026Q1: 15,390 shares; 2026Q2: 14,790 shares 14,790 $1.75M 0.02% -600 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,812 shares; 2024Q4: 10,472 shares; 2025Q1: 10,490 shares; 2025Q2: 10,099 shares; 2025Q3: 10,021 shares; 2025Q4: 12,214 shares; 2026Q1: 8,313 shares; 2026Q2: 8,384 shares 8,384 $1.68M 0.02% +71 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,150 shares; 2024Q4: 29,684 shares; 2025Q1: 30,045 shares; 2025Q2: 30,045 shares; 2025Q3: 30,045 shares; 2025Q4: 29,542 shares; 2026Q1: 29,060 shares; 2026Q2: 29,674 shares 29,674 $1.67M 0.02% +614 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,888 shares; 2024Q4: 13,056 shares; 2025Q1: 13,056 shares; 2025Q2: 12,998 shares; 2025Q3: 12,936 shares; 2025Q4: 12,276 shares; 2026Q1: 12,276 shares; 2026Q2: 11,113 shares 11,113 $1.63M 0.02% -1,163 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,104 shares; 2024Q4: 17,844 shares; 2025Q1: 14,933 shares; 2025Q2: 14,933 shares; 2025Q3: 14,933 shares; 2025Q4: 17,113 shares; 2026Q1: 15,275 shares; 2026Q2: 14,809 shares 14,809 $1.63M 0.02% -466 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,730 shares; 2025Q1: 13,230 shares; 2025Q2: 13,230 shares; 2025Q3: 13,192 shares; 2025Q4: 13,192 shares; 2026Q1: 18,442 shares; 2026Q2: 15,971 shares 15,971 $1.62M 0.02% -2,471 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,671 shares; 2024Q4: 21,269 shares; 2025Q1: 18,012 shares; 2025Q2: 15,955 shares; 2025Q3: 15,686 shares; 2025Q4: 12,903 shares; 2026Q1: 11,837 shares; 2026Q2: 10,947 shares 10,947 $1.62M 0.02% -890 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,748 shares; 2024Q4: 76,288 shares; 2025Q1: 66,369 shares; 2025Q2: 57,377 shares; 2025Q3: 54,475 shares; 2025Q4: 49,683 shares; 2026Q1: 42,432 shares; 2026Q2: 37,283 shares 37,283 $1.62M 0.02% -5,149 Timeline LEN-B LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,020 shares; 2024Q4: 1,020 shares; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: 1,020 shares; 2025Q4: 1,022 shares; 2026Q1: 1,020 shares; 2026Q2: 18,655 shares 18,655 $1.6M 0.02% +17,635 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,145 shares; 2024Q4: 10,461 shares; 2025Q1: 10,461 shares; 2025Q2: 10,695 shares; 2025Q3: 12,669 shares; 2025Q4: 13,132 shares; 2026Q1: 13,668 shares; 2026Q2: 13,632 shares 13,632 $1.6M 0.02% -36 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,767 shares; 2024Q4: 13,940 shares; 2025Q1: 13,940 shares; 2025Q2: 13,940 shares; 2025Q3: 13,940 shares; 2025Q4: 13,478 shares; 2026Q1: 11,028 shares; 2026Q2: 10,892 shares 10,892 $1.55M 0.02% -136 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,083 shares; 2024Q4: 109,313 shares; 2025Q1: 109,313 shares; 2025Q2: 109,083 shares; 2025Q3: not reported; 2025Q4: 85,383 shares; 2026Q1: 83,430 shares; 2026Q2: 83,330 shares 83,330 $1.55M 0.02% -100 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,515 shares; 2024Q4: 33,515 shares; 2025Q1: 29,854 shares; 2025Q2: 28,881 shares; 2025Q3: 28,757 shares; 2025Q4: 28,757 shares; 2026Q1: 28,757 shares; 2026Q2: 28,757 shares 28,757 $1.52M 0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,892 shares; 2024Q4: 10,412 shares; 2025Q1: 9,892 shares; 2025Q2: 9,892 shares; 2025Q3: 10,151 shares; 2025Q4: 10,151 shares; 2026Q1: 10,151 shares; 2026Q2: 9,583 shares 9,583 $1.52M 0.01% -568 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,352 shares; 2024Q4: 5,323 shares; 2025Q1: 5,284 shares; 2025Q2: 5,336 shares; 2025Q3: 5,293 shares; 2025Q4: 4,948 shares; 2026Q1: 4,911 shares; 2026Q2: 4,884 shares 4,884 $1.51M 0.01% -27 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,832 shares; 2024Q4: 9,882 shares; 2025Q1: 9,778 shares; 2025Q2: 9,539 shares; 2025Q3: 9,342 shares; 2025Q4: 9,770 shares; 2026Q1: 9,027 shares; 2026Q2: 9,247 shares 9,247 $1.5M 0.01% +220 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,332 shares; 2024Q4: 3,840 shares; 2025Q1: 3,764 shares; 2025Q2: 4,228 shares; 2025Q3: 4,228 shares; 2025Q4: 4,636 shares; 2026Q1: 5,864 shares; 2026Q2: 8,370 shares 8,370 $1.49M 0.01% +2,506 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,396 shares; 2024Q4: 69,287 shares; 2025Q1: 69,037 shares; 2025Q2: 62,623 shares; 2025Q3: 62,623 shares; 2025Q4: 62,623 shares; 2026Q1: 31,437 shares; 2026Q2: 31,320 shares 31,320 $1.49M 0.01% -117 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,215 shares; 2024Q4: 107,954 shares; 2025Q1: 107,854 shares; 2025Q2: 107,704 shares; 2025Q3: 107,313 shares; 2025Q4: 31,465 shares; 2026Q1: 30,106 shares; 2026Q2: 30,290 shares 30,290 $1.48M 0.01% +184 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,816 shares; 2024Q4: 27,936 shares; 2025Q1: 26,399 shares; 2025Q2: 26,399 shares; 2025Q3: 27,356 shares; 2025Q4: 30,614 shares; 2026Q1: 25,947 shares; 2026Q2: 25,947 shares 25,947 $1.46M 0.01% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 206 shares; 2025Q3: not reported; 2025Q4: 30,979 shares; 2026Q1: 14,319 shares; 2026Q2: 14,494 shares 14,494 $1.46M 0.01% +175 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261 shares; 2024Q4: 314 shares; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 337 shares; 2025Q4: 488 shares; 2026Q1: 914 shares; 2026Q2: 1,236 shares 1,236 $1.45M 0.01% +322 GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,521 shares; 2024Q4: 117,521 shares; 2025Q1: 117,521 shares; 2025Q2: 100,514 shares; 2025Q3: 100,514 shares; 2025Q4: 100,514 shares; 2026Q1: 100,514 shares; 2026Q2: 100,514 shares 100,514 $1.44M 0.01% 0 Timeline NGL NGL ENERGY PARTNERS LP More: the full row for NGL ENERGY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,500 shares; 2024Q4: 123,500 shares; 2025Q1: 123,500 shares; 2025Q2: 123,500 shares; 2025Q3: 138,500 shares; 2025Q4: 138,500 shares; 2026Q1: 138,500 shares; 2026Q2: 94,500 shares 94,500 $1.42M 0.01% -44,000 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,255 shares; 2024Q4: 24,774 shares; 2025Q1: 20,327 shares; 2025Q2: 19,960 shares; 2025Q3: 19,960 shares; 2025Q4: 18,933 shares; 2026Q1: 19,685 shares; 2026Q2: 13,384 shares 13,384 $1.41M 0.01% -6,301 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 954,584 shares; 2024Q4: 969,939 shares; 2025Q1: 979,993 shares; 2025Q2: 1,059,791 shares; 2025Q3: 1,034,809 shares; 2025Q4: 119,273 shares; 2026Q1: 61,406 shares; 2026Q2: 40,704 shares 40,704 $1.38M 0.01% -20,702 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,829 shares; 2024Q4: 8,871 shares; 2025Q1: 8,910 shares; 2025Q2: 8,953 shares; 2025Q3: 8,986 shares; 2025Q4: 9,024 shares; 2026Q1: 9,058 shares; 2026Q2: 9,091 shares 9,091 $1.37M 0.01% +33 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,759 shares; 2024Q4: 2,632 shares; 2025Q1: 2,643 shares; 2025Q2: 2,643 shares; 2025Q3: 2,667 shares; 2025Q4: 2,077 shares; 2026Q1: 2,151 shares; 2026Q2: 2,006 shares 2,006 $1.36M 0.01% -145 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,244 shares; 2024Q4: 1,366 shares; 2025Q1: 1,366 shares; 2025Q2: 1,366 shares; 2025Q3: 1,367 shares; 2025Q4: 4,897 shares; 2026Q1: 4,450 shares; 2026Q2: 4,450 shares 4,450 $1.36M 0.01% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,108 shares; 2024Q4: 1,102 shares; 2025Q1: 1,102 shares; 2025Q2: 1,102 shares; 2025Q3: 1,102 shares; 2025Q4: 3,306 shares; 2026Q1: 3,306 shares; 2026Q2: 3,306 shares 3,306 $1.33M 0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,187 shares; 2024Q4: 12,831 shares; 2025Q1: 12,670 shares; 2025Q2: 11,948 shares; 2025Q3: 12,186 shares; 2025Q4: 11,690 shares; 2026Q1: 11,432 shares; 2026Q2: 10,991 shares 10,991 $1.32M 0.01% -441 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,693 shares; 2024Q4: 2,727 shares; 2025Q1: 2,619 shares; 2025Q2: 2,659 shares; 2025Q3: 2,742 shares; 2025Q4: 2,622 shares; 2026Q1: 2,637 shares; 2026Q2: 3,396 shares 3,396 $1.32M 0.01% +759 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,852 shares; 2024Q4: 14,759 shares; 2025Q1: 14,694 shares; 2025Q2: 14,666 shares; 2025Q3: 14,666 shares; 2025Q4: 14,366 shares; 2026Q1: 14,233 shares; 2026Q2: 14,069 shares 14,069 $1.31M 0.01% -164 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,150 shares; 2024Q4: 4,091 shares; 2025Q1: 4,086 shares; 2025Q2: 4,466 shares; 2025Q3: 4,627 shares; 2025Q4: 4,901 shares; 2026Q1: 4,093 shares; 2026Q2: 4,021 shares 4,021 $1.31M 0.01% -72 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,081 shares; 2024Q4: 29,290 shares; 2025Q1: 23,459 shares; 2025Q2: 20,348 shares; 2025Q3: 19,463 shares; 2025Q4: 14,958 shares; 2026Q1: 12,793 shares; 2026Q2: 11,742 shares 11,742 $1.29M 0.01% -1,051 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,305 shares; 2024Q4: 10,255 shares; 2025Q1: 9,855 shares; 2025Q2: 9,843 shares; 2025Q3: 9,783 shares; 2025Q4: 9,783 shares; 2026Q1: 8,585 shares; 2026Q2: 8,558 shares 8,558 $1.28M 0.01% -27 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,961 shares; 2024Q4: 59,394 shares; 2025Q1: 59,021 shares; 2025Q2: 59,789 shares; 2025Q3: 56,941 shares; 2025Q4: 61,096 shares; 2026Q1: 63,803 shares; 2026Q2: 61,866 shares 61,866 $1.27M 0.01% -1,937 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,193 shares; 2024Q4: 7,698 shares; 2025Q1: 7,133 shares; 2025Q2: 6,379 shares; 2025Q3: 5,832 shares; 2025Q4: 4,803 shares; 2026Q1: 5,895 shares; 2026Q2: 5,834 shares 5,834 $1.27M 0.01% -61 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,200 shares; 2024Q4: 14,200 shares; 2025Q1: 14,200 shares; 2025Q2: 14,200 shares; 2025Q3: 14,200 shares; 2025Q4: 14,200 shares; 2026Q1: 14,200 shares; 2026Q2: 14,200 shares 14,200 $1.26M 0.01% 0 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,076 shares; 2024Q4: 31,076 shares; 2025Q1: 32,326 shares; 2025Q2: 32,326 shares; 2025Q3: 32,326 shares; 2025Q4: 30,769 shares; 2026Q1: 30,769 shares; 2026Q2: 30,769 shares 30,769 $1.25M 0.01% 0 Timeline WSC WILLSCOT HLDGS CORP More: the full row for WILLSCOT HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,328 shares; 2024Q4: 43,328 shares; 2025Q1: 43,328 shares; 2025Q2: 47,489 shares; 2025Q3: 43,328 shares; 2025Q4: 41,918 shares; 2026Q1: 46,872 shares; 2026Q2: 46,872 shares 46,872 $1.24M 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,370 shares; 2024Q4: 4,370 shares; 2025Q1: 4,355 shares; 2025Q2: 4,355 shares; 2025Q3: 4,355 shares; 2025Q4: 4,117 shares; 2026Q1: 4,117 shares; 2026Q2: 4,005 shares 4,005 $1.24M 0.01% -112 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,661 shares; 2024Q4: 4,529 shares; 2025Q1: 5,419 shares; 2025Q2: 5,932 shares; 2025Q3: 5,932 shares; 2025Q4: 5,932 shares; 2026Q1: 5,932 shares; 2026Q2: 28,448 shares 28,448 $1.22M 0.01% +22,516 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,861 shares; 2024Q4: 1,896 shares; 2025Q1: 1,876 shares; 2025Q2: 1,979 shares; 2025Q3: 2,456 shares; 2025Q4: 2,345 shares; 2026Q1: 2,460 shares; 2026Q2: 2,478 shares 2,478 $1.2M 0.01% +18 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,300 shares; 2024Q4: 32,723 shares; 2025Q1: 30,300 shares; 2025Q2: 30,300 shares; 2025Q3: 30,300 shares; 2025Q4: 30,300 shares; 2026Q1: 30,300 shares; 2026Q2: 30,069 shares 30,069 $1.19M 0.01% -231 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,232 shares; 2024Q4: 13,623 shares; 2025Q1: 13,282 shares; 2025Q2: 12,276 shares; 2025Q3: 12,276 shares; 2025Q4: 12,199 shares; 2026Q1: 12,373 shares; 2026Q2: 12,373 shares 12,373 $1.19M 0.01% 0 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,464 shares; 2024Q4: 6,464 shares; 2025Q1: 5,039 shares; 2025Q2: 5,039 shares; 2025Q3: 5,039 shares; 2025Q4: 5,039 shares; 2026Q1: 5,039 shares; 2026Q2: 5,039 shares 5,039 $1.19M 0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,227 shares; 2024Q4: 60,227 shares; 2025Q1: 58,131 shares; 2025Q2: 54,029 shares; 2025Q3: 26,631 shares; 2025Q4: 26,631 shares; 2026Q1: 26,631 shares; 2026Q2: 32,337 shares 32,337 $1.18M 0.01% +5,706 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,785 shares; 2024Q4: 2,955 shares; 2025Q1: 2,955 shares; 2025Q2: 2,867 shares; 2025Q3: 2,867 shares; 2025Q4: 2,867 shares; 2026Q1: 2,867 shares; 2026Q2: 15,051 shares 15,051 $1.17M 0.01% +12,184 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,452 shares; 2024Q4: 34,949 shares; 2025Q1: 33,878 shares; 2025Q2: 23,841 shares; 2025Q3: 23,394 shares; 2025Q4: 21,240 shares; 2026Q1: 20,847 shares; 2026Q2: 17,494 shares 17,494 $1.14M 0.01% -3,353 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,567 shares; 2024Q4: 15,709 shares; 2025Q1: 14,900 shares; 2025Q2: 8,553 shares; 2025Q3: 8,353 shares; 2025Q4: 6,667 shares; 2026Q1: 6,584 shares; 2026Q2: 31,162 shares 31,162 $1.13M 0.01% +24,578 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,267 shares; 2024Q4: 7,191 shares; 2025Q1: 7,228 shares; 2025Q2: 7,193 shares; 2025Q3: 7,193 shares; 2025Q4: 7,157 shares; 2026Q1: 7,157 shares; 2026Q2: 6,982 shares 6,982 $1.1M 0.01% -175 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,507 shares; 2026Q1: 17,968 shares; 2026Q2: 16,054 shares 16,054 $1.09M 0.01% -1,914 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,257 shares; 2024Q4: 4,002 shares; 2025Q1: 5,194 shares; 2025Q2: 3,944 shares; 2025Q3: 4,514 shares; 2025Q4: 4,451 shares; 2026Q1: 4,451 shares; 2026Q2: 4,451 shares 4,451 $1.09M 0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,074 shares; 2024Q4: 60,274 shares; 2025Q1: 61,283 shares; 2025Q2: 66,905 shares; 2025Q3: 8,375 shares; 2025Q4: 7,361 shares; 2026Q1: 4,613 shares; 2026Q2: 4,390 shares 4,390 $1.08M 0.01% -223 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,488 shares; 2024Q4: 3,339 shares; 2025Q1: 3,185 shares; 2025Q2: 3,110 shares; 2025Q3: 2,628 shares; 2025Q4: 1,878 shares; 2026Q1: 1,820 shares; 2026Q2: 3,360 shares 3,360 $1.07M 0.01% +1,540 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,810 shares; 2024Q4: 11,809 shares; 2025Q1: 11,809 shares; 2025Q2: 13,582 shares; 2025Q3: 13,582 shares; 2025Q4: 12,097 shares; 2026Q1: 12,293 shares; 2026Q2: 12,235 shares 12,235 $1.07M 0.01% -58 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,868 shares; 2024Q4: 3,021 shares; 2025Q1: 2,821 shares; 2025Q2: 2,881 shares; 2025Q3: 3,497 shares; 2025Q4: 3,497 shares; 2026Q1: 3,293 shares; 2026Q2: 3,293 shares 3,293 $1.07M 0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,061 shares; 2024Q4: 8,215 shares; 2025Q1: 7,998 shares; 2025Q2: 8,177 shares; 2025Q3: 8,489 shares; 2025Q4: 13,293 shares; 2026Q1: 13,889 shares; 2026Q2: 14,616 shares 14,616 $1.06M 0.01% +727 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,167 shares; 2024Q4: 20,309 shares; 2025Q1: 20,309 shares; 2025Q2: 20,309 shares; 2025Q3: 20,309 shares; 2025Q4: 20,309 shares; 2026Q1: 20,309 shares; 2026Q2: 20,309 shares 20,309 $1.05M 0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,679 shares; 2024Q4: 9,969 shares; 2025Q1: 7,687 shares; 2025Q2: 7,687 shares; 2025Q3: 7,696 shares; 2025Q4: 7,696 shares; 2026Q1: 7,687 shares; 2026Q2: 10,001 shares 10,001 $1.04M 0.01% +2,314 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,909 shares; 2024Q4: 26,316 shares; 2025Q1: 22,778 shares; 2025Q2: 22,778 shares; 2025Q3: 23,076 shares; 2025Q4: 22,778 shares; 2026Q1: 17,446 shares; 2026Q2: 17,446 shares 17,446 $1.03M 0.01% 0 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,895 shares; 2024Q4: 1,395 shares; 2025Q1: 5,470 shares; 2025Q2: 38,995 shares; 2025Q3: 38,545 shares; 2025Q4: 38,545 shares; 2026Q1: 43,971 shares; 2026Q2: 43,871 shares 43,871 $1.03M 0.01% -100 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,608 shares; 2024Q4: 15,413 shares; 2025Q1: 15,308 shares; 2025Q2: 15,093 shares; 2025Q3: 13,723 shares; 2025Q4: 14,370 shares; 2026Q1: 11,271 shares; 2026Q2: 11,271 shares 11,271 $1.02M 0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,713 shares; 2024Q4: 3,699 shares; 2025Q1: 3,699 shares; 2025Q2: 3,688 shares; 2025Q3: 3,812 shares; 2025Q4: 3,810 shares; 2026Q1: 3,810 shares; 2026Q2: 3,813 shares 3,813 $996K 0.01% +3 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,411 shares; 2024Q4: 7,422 shares; 2025Q1: 7,298 shares; 2025Q2: 7,263 shares; 2025Q3: 7,112 shares; 2025Q4: 6,938 shares; 2026Q1: 5,450 shares; 2026Q2: 5,341 shares 5,341 $991K 0.01% -109 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,265 shares; 2024Q4: 2,265 shares; 2025Q1: 2,265 shares; 2025Q2: 2,265 shares; 2025Q3: 2,265 shares; 2025Q4: 2,265 shares; 2026Q1: 2,265 shares; 2026Q2: 5,944 shares 5,944 $981K 0.01% +3,679 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,544 shares; 2024Q4: 9,544 shares; 2025Q1: 9,544 shares; 2025Q2: 9,320 shares; 2025Q3: 9,320 shares; 2025Q4: 8,872 shares; 2026Q1: 8,872 shares; 2026Q2: 8,872 shares 8,872 $977K 0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,466 shares; 2024Q4: 12,490 shares; 2025Q1: 7,134 shares; 2025Q2: 7,411 shares; 2025Q3: 7,411 shares; 2025Q4: 7,345 shares; 2026Q1: 7,057 shares; 2026Q2: 6,742 shares 6,742 $976K 0.01% -315 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,910 shares; 2024Q4: 8,910 shares; 2025Q1: 8,910 shares; 2025Q2: 8,910 shares; 2025Q3: 8,910 shares; 2025Q4: 8,910 shares; 2026Q1: 8,910 shares; 2026Q2: 17,020 shares 17,020 $975K 0.01% +8,110 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,436 shares; 2024Q4: 38,739 shares; 2025Q1: 39,643 shares; 2025Q2: 40,602 shares; 2025Q3: 41,265 shares; 2025Q4: 41,307 shares; 2026Q1: 45,316 shares; 2026Q2: 2,720 shares 2,720 $964K 0.01% -42,596 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,642 shares; 2024Q4: 12,359 shares; 2025Q1: 11,388 shares; 2025Q2: 10,977 shares; 2025Q3: 10,977 shares; 2025Q4: 10,977 shares; 2026Q1: 10,679 shares; 2026Q2: 10,679 shares 10,679 $961K 0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,091 shares; 2024Q4: 11,217 shares; 2025Q1: 11,300 shares; 2025Q2: 10,905 shares; 2025Q3: 10,822 shares; 2025Q4: 9,733 shares; 2026Q1: 9,683 shares; 2026Q2: 12,341 shares 12,341 $951K 0.01% +2,658 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 123 shares; 2025Q2: 116 shares; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 111 shares; 2026Q2: 142 shares 142 $950K 0.01% +31 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,048 shares; 2024Q4: 11,733 shares; 2025Q1: 11,743 shares; 2025Q2: 11,751 shares; 2025Q3: 11,213 shares; 2025Q4: 11,213 shares; 2026Q1: 11,213 shares; 2026Q2: 11,213 shares 11,213 $950K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,041 shares; 2024Q4: 11,891 shares; 2025Q1: 11,484 shares; 2025Q2: 10,922 shares; 2025Q3: 10,904 shares; 2025Q4: 10,242 shares; 2026Q1: 8,862 shares; 2026Q2: 8,402 shares 8,402 $950K 0.01% -460 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 646 shares; 2024Q4: 651 shares; 2025Q1: 766 shares; 2025Q2: 766 shares; 2025Q3: 761 shares; 2025Q4: 761 shares; 2026Q1: 705 shares; 2026Q2: 705 shares 705 $949K 0.01% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,756 shares; 2024Q4: 7,054 shares; 2025Q1: 7,026 shares; 2025Q2: 7,089 shares; 2025Q3: 7,089 shares; 2025Q4: 3,089 shares; 2026Q1: 6,562 shares; 2026Q2: 10,779 shares 10,779 $945K 0.01% +4,217 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,035 shares; 2024Q4: 11,157 shares; 2025Q1: 11,293 shares; 2025Q2: 11,830 shares; 2025Q3: 12,130 shares; 2025Q4: 14,021 shares; 2026Q1: 15,027 shares; 2026Q2: 14,996 shares 14,996 $942K 0.01% -31 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,491 shares; 2024Q4: 42,491 shares; 2025Q1: 42,491 shares; 2025Q2: 42,491 shares; 2025Q3: 42,491 shares; 2025Q4: 42,491 shares; 2026Q1: 42,491 shares; 2026Q2: 44,860 shares 44,860 $942K 0.01% +2,369 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,244 shares; 2024Q4: 22,244 shares; 2025Q1: 22,244 shares; 2025Q2: 22,244 shares; 2025Q3: 22,244 shares; 2025Q4: 22,244 shares; 2026Q1: 22,244 shares; 2026Q2: 22,244 shares 22,244 $930K 0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,292 shares; 2024Q4: 3,292 shares; 2025Q1: 3,267 shares; 2025Q2: 3,290 shares; 2025Q3: 3,360 shares; 2025Q4: 2,691 shares; 2026Q1: 2,336 shares; 2026Q2: 2,738 shares 2,738 $929K 0.01% +402 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,853 shares; 2024Q4: 1,886 shares; 2025Q1: 1,815 shares; 2025Q2: 1,798 shares; 2025Q3: 1,851 shares; 2025Q4: 1,856 shares; 2026Q1: 1,873 shares; 2026Q2: 1,863 shares 1,863 $929K 0.01% -10 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,815 shares; 2024Q4: 160,515 shares; 2025Q1: 159,515 shares; 2025Q2: 159,938 shares; 2025Q3: 159,155 shares; 2025Q4: 30,210 shares; 2026Q1: 30,150 shares; 2026Q2: 55,457 shares 55,457 $927K 0.01% +25,307 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,548 shares; 2024Q4: 17,548 shares; 2025Q1: 17,548 shares; 2025Q2: 17,548 shares; 2025Q3: 17,548 shares; 2025Q4: 17,548 shares; 2026Q1: 17,548 shares; 2026Q2: 17,548 shares 17,548 $924K 0.01% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,813 shares; 2024Q4: 23,243 shares; 2025Q1: 22,471 shares; 2025Q2: 17,521 shares; 2025Q3: 18,311 shares; 2025Q4: 18,311 shares; 2026Q1: 18,311 shares; 2026Q2: 18,311 shares 18,311 $924K 0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,229 shares; 2024Q4: 10,214 shares; 2025Q1: 7,080 shares; 2025Q2: 7,080 shares; 2025Q3: 7,080 shares; 2025Q4: 7,080 shares; 2026Q1: 11,195 shares; 2026Q2: 8,496 shares 8,496 $914K 0.01% -2,699 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,808 shares; 2024Q4: 6,003 shares; 2025Q1: 6,007 shares; 2025Q2: 5,847 shares; 2025Q3: 3,929 shares; 2025Q4: 3,929 shares; 2026Q1: 2,977 shares; 2026Q2: 2,977 shares 2,977 $910K 0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,390 shares; 2024Q4: 17,343 shares; 2025Q1: 12,991 shares; 2025Q2: 11,902 shares; 2025Q3: 10,185 shares; 2025Q4: 8,489 shares; 2026Q1: 8,410 shares; 2026Q2: 8,845 shares 8,845 $903K 0.01% +435 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,046 shares; 2024Q4: 18,052 shares; 2025Q1: 17,890 shares; 2025Q2: 17,872 shares; 2025Q3: 10,242 shares; 2025Q4: 10,242 shares; 2026Q1: 7,938 shares; 2026Q2: 7,700 shares 7,700 $902K 0.01% -238 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,657 shares; 2024Q4: 3,657 shares; 2025Q1: 3,715 shares; 2025Q2: 3,017 shares; 2025Q3: 2,877 shares; 2025Q4: 2,877 shares; 2026Q1: 2,819 shares; 2026Q2: 2,825 shares 2,825 $901K 0.01% +6 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,750 shares; 2024Q4: 4,802 shares; 2025Q1: 4,802 shares; 2025Q2: 4,802 shares; 2025Q3: 4,802 shares; 2025Q4: 4,802 shares; 2026Q1: 4,802 shares; 2026Q2: 4,802 shares 4,802 $901K 0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,399 shares; 2024Q4: 15,399 shares; 2025Q1: 15,399 shares; 2025Q2: 14,514 shares; 2025Q3: 14,514 shares; 2025Q4: 14,514 shares; 2026Q1: 11,104 shares; 2026Q2: 11,275 shares 11,275 $901K 0.01% +171 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,112 shares; 2024Q4: 12,167 shares; 2025Q1: 12,437 shares; 2025Q2: 11,942 shares; 2025Q3: 11,515 shares; 2025Q4: 10,786 shares; 2026Q1: 10,126 shares; 2026Q2: 11,824 shares 11,824 $892K 0.01% +1,698 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,154 shares; 2024Q4: 6,139 shares; 2025Q1: 6,053 shares; 2025Q2: 5,609 shares; 2025Q3: 4,840 shares; 2025Q4: 4,788 shares; 2026Q1: 4,736 shares; 2026Q2: 4,562 shares 4,562 $891K 0.01% -174 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,136 shares; 2024Q4: 16,136 shares; 2025Q1: 17,070 shares; 2025Q2: 17,070 shares; 2025Q3: 16,548 shares; 2025Q4: 16,208 shares; 2026Q1: 16,208 shares; 2026Q2: 16,461 shares 16,461 $890K 0.01% +253 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,271 shares; 2024Q4: 11,447 shares; 2025Q1: 11,447 shares; 2025Q2: 11,547 shares; 2025Q3: 11,547 shares; 2025Q4: 11,678 shares; 2026Q1: 11,678 shares; 2026Q2: 11,751 shares 11,751 $876K 0.01% +73 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,947 shares; 2024Q4: 3,061 shares; 2025Q1: 2,947 shares; 2025Q2: 5,295 shares; 2025Q3: 5,295 shares; 2025Q4: 5,295 shares; 2026Q1: 5,295 shares; 2026Q2: 5,295 shares 5,295 $874K 0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,029 shares; 2024Q4: 6,759 shares; 2025Q1: 6,759 shares; 2025Q2: 7,476 shares; 2025Q3: 7,476 shares; 2025Q4: 7,476 shares; 2026Q1: 11,106 shares; 2026Q2: 11,056 shares 11,056 $871K 0.01% -50 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,030 shares; 2024Q4: 32,030 shares; 2025Q1: 32,030 shares; 2025Q2: 31,095 shares; 2025Q3: 31,095 shares; 2025Q4: 29,242 shares; 2026Q1: 29,242 shares; 2026Q2: 29,689 shares 29,689 $859K 0.01% +447 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,707 shares; 2024Q4: 6,301 shares; 2025Q1: 6,041 shares; 2025Q2: 6,013 shares; 2025Q3: 5,520 shares; 2025Q4: 5,520 shares; 2026Q1: 5,520 shares; 2026Q2: 5,522 shares 5,522 $859K 0.01% +2 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,866 shares; 2024Q4: 7,999 shares; 2025Q1: 6,453 shares; 2025Q2: 6,353 shares; 2025Q3: 6,014 shares; 2025Q4: 7,708 shares; 2026Q1: 6,887 shares; 2026Q2: 6,703 shares 6,703 $844K 0.01% -184 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,365 shares; 2024Q4: 7,498 shares; 2025Q1: 7,498 shares; 2025Q2: 7,498 shares; 2025Q3: 7,498 shares; 2025Q4: 7,498 shares; 2026Q1: 7,498 shares; 2026Q2: 7,498 shares 7,498 $839K 0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,600 shares; 2025Q1: 2,536 shares; 2025Q2: 2,536 shares; 2025Q3: 4,661 shares; 2025Q4: 4,426 shares; 2026Q1: 4,736 shares; 2026Q2: 4,799 shares 4,799 $832K 0.01% +63 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,438 shares; 2024Q4: 11,405 shares; 2025Q1: 11,405 shares; 2025Q2: 11,405 shares; 2025Q3: 11,400 shares; 2025Q4: 11,400 shares; 2026Q1: 11,400 shares; 2026Q2: 10,800 shares 10,800 $823K 0.01% -600 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,772 shares; 2024Q4: 9,772 shares; 2025Q1: 9,772 shares; 2025Q2: 9,772 shares; 2025Q3: 9,897 shares; 2025Q4: 13,711 shares; 2026Q1: 14,098 shares; 2026Q2: 14,194 shares 14,194 $822K 0.01% +96 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,051 shares; 2024Q4: 12,009 shares; 2025Q1: 12,009 shares; 2025Q2: 7,138 shares; 2025Q3: 6,569 shares; 2025Q4: 6,658 shares; 2026Q1: 6,658 shares; 2026Q2: 6,473 shares 6,473 $803K 0.01% -185 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,867 shares 10,867 $782K 0.01% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 332 shares; 2024Q4: 332 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,770 shares; 2026Q1: 2,023 shares; 2026Q2: 29,267 shares 29,267 $781K 0.01% +27,244 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,533 shares; 2024Q4: 2,045 shares; 2025Q1: 1,924 shares; 2025Q2: 1,820 shares; 2025Q3: 1,526 shares; 2025Q4: 1,975 shares; 2026Q1: 1,830 shares; 2026Q2: 1,462 shares 1,462 $774K 0.01% -368 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 137 shares; 2025Q3: 333 shares; 2025Q4: 58,112 shares; 2026Q1: 66,871 shares; 2026Q2: 2,920 shares 2,920 $765K 0.01% -63,951 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,917 shares; 2024Q4: 14,917 shares; 2025Q1: 14,917 shares; 2025Q2: 14,917 shares; 2025Q3: 14,917 shares; 2025Q4: 14,917 shares; 2026Q1: 14,917 shares; 2026Q2: 14,917 shares 14,917 $758K 0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 959 shares; 2024Q4: 957 shares; 2025Q1: 1,027 shares; 2025Q2: 1,040 shares; 2025Q3: 1,051 shares; 2025Q4: 1,006 shares; 2026Q1: 756 shares; 2026Q2: 756 shares 756 $755K 0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,154 shares; 2024Q4: 1,195 shares; 2025Q1: 1,154 shares; 2025Q2: 1,154 shares; 2025Q3: 1,154 shares; 2025Q4: 1,374 shares; 2026Q1: 1,804 shares; 2026Q2: 1,806 shares 1,806 $753K 0.01% +2 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 2,818 shares; 2025Q1: 2,822 shares; 2025Q2: 2,826 shares; 2025Q3: 2,830 shares; 2025Q4: 2,832 shares; 2026Q1: 2,834 shares; 2026Q2: 2,836 shares 2,836 $742K 0.01% +2 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,532 shares; 2024Q4: 6,379 shares; 2025Q1: 6,379 shares; 2025Q2: 6,570 shares; 2025Q3: 6,222 shares; 2025Q4: 6,222 shares; 2026Q1: 6,222 shares; 2026Q2: 6,058 shares 6,058 $740K 0.01% -164 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258 shares; 2024Q4: 284 shares; 2025Q1: 135 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 80 shares; 2026Q2: 4,678 shares 4,678 $739K 0.01% +4,598 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,254 shares; 2024Q4: 32,254 shares; 2025Q1: 31,775 shares; 2025Q2: 31,775 shares; 2025Q3: 31,525 shares; 2025Q4: 26,158 shares; 2026Q1: 24,138 shares; 2026Q2: 23,882 shares 23,882 $734K 0.01% -256 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,979 shares; 2025Q3: 20,565 shares; 2025Q4: 17,340 shares; 2026Q1: 11,748 shares; 2026Q2: 10,570 shares 10,570 $732K 0.01% -1,178 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,913 shares; 2024Q4: 29,913 shares; 2025Q1: 29,913 shares; 2025Q2: 29,913 shares; 2025Q3: 29,057 shares; 2025Q4: 29,057 shares; 2026Q1: 29,057 shares; 2026Q2: 29,057 shares 29,057 $729K 0.01% 0 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,482 shares; 2024Q4: 7,482 shares; 2025Q1: 7,482 shares; 2025Q2: 7,711 shares; 2025Q3: 7,456 shares; 2025Q4: 288,243 shares; 2026Q1: 25,154 shares; 2026Q2: 21,357 shares 21,357 $721K 0.01% -3,797 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,401 shares; 2024Q4: 5,106 shares; 2025Q1: 4,633 shares; 2025Q2: 4,633 shares; 2025Q3: 4,698 shares; 2025Q4: 4,535 shares; 2026Q1: 4,535 shares; 2026Q2: 4,535 shares 4,535 $711K 0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,860 shares; 2024Q4: 21,762 shares; 2025Q1: 18,377 shares; 2025Q2: 18,177 shares; 2025Q3: 18,337 shares; 2025Q4: 17,704 shares; 2026Q1: 15,724 shares; 2026Q2: 16,382 shares 16,382 $707K 0.01% +658 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,984 shares; 2024Q4: 11,901 shares; 2025Q1: 6,613 shares; 2025Q2: 6,952 shares; 2025Q3: 6,408 shares; 2025Q4: 6,144 shares; 2026Q1: 6,144 shares; 2026Q2: 9,644 shares 9,644 $700K 0.01% +3,500 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $694K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,216 shares; 2024Q4: 3,200 shares; 2025Q1: 3,107 shares; 2025Q2: 4,323 shares; 2025Q3: 4,516 shares; 2025Q4: 4,516 shares; 2026Q1: 3,873 shares; 2026Q2: 3,883 shares 3,883 $689K 0.01% +10 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,139 shares; 2024Q4: 13,682 shares; 2025Q1: 13,682 shares; 2025Q2: 13,682 shares; 2025Q3: 13,682 shares; 2025Q4: 13,682 shares; 2026Q1: 13,682 shares; 2026Q2: 13,682 shares 13,682 $682K 0.01% 0 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,008 shares; 2024Q4: 15,478 shares; 2025Q1: 15,478 shares; 2025Q2: 15,478 shares; 2025Q3: 15,478 shares; 2025Q4: 15,478 shares; 2026Q1: 15,478 shares; 2026Q2: 15,478 shares 15,478 $682K 0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,241 shares; 2024Q4: 4,453 shares; 2025Q1: 4,338 shares; 2025Q2: 4,387 shares; 2025Q3: 4,426 shares; 2025Q4: 4,556 shares; 2026Q1: 3,825 shares; 2026Q2: 3,575 shares 3,575 $671K 0.01% -250 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,628 shares; 2024Q4: 6,628 shares; 2025Q1: 6,628 shares; 2025Q2: 13,354 shares; 2025Q3: 13,354 shares; 2025Q4: 13,354 shares; 2026Q1: 13,354 shares; 2026Q2: 13,354 shares 13,354 $668K 0.01% 0 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,187 shares; 2024Q4: 2,187 shares; 2025Q1: 2,187 shares; 2025Q2: 2,496 shares; 2025Q3: 2,187 shares; 2025Q4: 2,187 shares; 2026Q1: 1,177 shares; 2026Q2: 16,077 shares 16,077 $659K 0.01% +14,900 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,910 shares; 2024Q4: 13,910 shares; 2025Q1: 13,910 shares; 2025Q2: 13,910 shares; 2025Q3: 13,910 shares; 2025Q4: 13,910 shares; 2026Q1: 13,910 shares; 2026Q2: 36,199 shares 36,199 $651K 0.01% +22,289 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,909 shares; 2024Q4: 1,909 shares; 2025Q1: 1,909 shares; 2025Q2: 1,909 shares; 2025Q3: 1,909 shares; 2025Q4: 1,909 shares; 2026Q1: 1,826 shares; 2026Q2: 1,826 shares 1,826 $647K 0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,673 shares; 2024Q4: 1,669 shares; 2025Q1: 1,575 shares; 2025Q2: 1,698 shares; 2025Q3: 1,618 shares; 2025Q4: 1,521 shares; 2026Q1: 1,521 shares; 2026Q2: 1,142 shares 1,142 $645K 0.01% -379 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,307 shares; 2024Q4: 2,736 shares; 2025Q1: 2,738 shares; 2025Q2: 2,740 shares; 2025Q3: 2,742 shares; 2025Q4: 2,744 shares; 2026Q1: 2,746 shares; 2026Q2: 2,747 shares 2,747 $638K 0.01% +1 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,208 shares; 2024Q4: 9,208 shares; 2025Q1: 9,208 shares; 2025Q2: 9,208 shares; 2025Q3: 9,208 shares; 2025Q4: 9,996 shares; 2026Q1: 9,854 shares; 2026Q2: 11,947 shares 11,947 $636K 0.01% +2,093 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,640 shares; 2026Q2: 20,855 shares 20,855 $636K 0.01% +4,215 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,136 shares; 2024Q4: 12,909 shares; 2025Q1: 12,668 shares; 2025Q2: 11,471 shares; 2025Q3: 11,312 shares; 2025Q4: 10,227 shares; 2026Q1: 9,489 shares; 2026Q2: 8,637 shares 8,637 $635K 0.01% -852 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,170 shares; 2024Q4: 2,320 shares; 2025Q1: 2,436 shares; 2025Q2: 2,436 shares; 2025Q3: 2,296 shares; 2025Q4: 5,408 shares; 2026Q1: 5,538 shares; 2026Q2: 5,538 shares 5,538 $630K 0.01% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,399 shares; 2024Q4: 100,701 shares; 2025Q1: 104,427 shares; 2025Q2: 107,045 shares; 2025Q3: 108,296 shares; 2025Q4: 108,201 shares; 2026Q1: 119,182 shares; 2026Q2: 5,407 shares 5,407 $629K 0.01% -113,775 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,403 shares 4,403 $626K 0.01% new Timeline KMPR KEMPER CORP More: the full row for KEMPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,481 shares; 2024Q4: 21,481 shares; 2025Q1: 21,481 shares; 2025Q2: 21,481 shares; 2025Q3: 21,481 shares; 2025Q4: 21,481 shares; 2026Q1: 21,481 shares; 2026Q2: 21,481 shares 21,481 $619K 0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,407 shares; 2024Q4: 9,420 shares; 2025Q1: 9,420 shares; 2025Q2: 8,506 shares; 2025Q3: 8,498 shares; 2025Q4: 5,709 shares; 2026Q1: 6,484 shares; 2026Q2: 6,459 shares 6,459 $615K 0.01% -25 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,523 shares; 2025Q3: 9,523 shares; 2025Q4: 9,523 shares; 2026Q1: 9,523 shares; 2026Q2: 9,523 shares 9,523 $614K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,191 shares; 2024Q4: 8,974 shares; 2025Q1: 7,474 shares; 2025Q2: 7,474 shares; 2025Q3: 7,474 shares; 2025Q4: 7,484 shares; 2026Q1: 7,474 shares; 2026Q2: 7,181 shares 7,181 $605K 0.01% -293 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,334 shares; 2024Q4: 25,162 shares; 2025Q1: 21,456 shares; 2025Q2: 19,038 shares; 2025Q3: 15,255 shares; 2025Q4: 13,645 shares; 2026Q1: 13,645 shares; 2026Q2: 13,645 shares 13,645 $604K 0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,115 shares; 2024Q4: 7,354 shares; 2025Q1: 7,182 shares; 2025Q2: 7,182 shares; 2025Q3: 7,125 shares; 2025Q4: 6,956 shares; 2026Q1: 6,491 shares; 2026Q2: 6,499 shares 6,499 $599K 0.01% +8 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,634 shares; 2024Q4: 5,961 shares; 2025Q1: 5,933 shares; 2025Q2: 5,933 shares; 2025Q3: 5,933 shares; 2025Q4: 4,433 shares; 2026Q1: 4,570 shares; 2026Q2: 4,414 shares 4,414 $576K 0.01% -156 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,374 shares; 2024Q4: 22,094 shares; 2025Q1: 19,288 shares; 2025Q2: 13,527 shares; 2025Q3: 13,433 shares; 2025Q4: 13,433 shares; 2026Q1: 11,087 shares; 2026Q2: 11,087 shares 11,087 $571K 0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,978 shares; 2024Q4: 2,146 shares; 2025Q1: 2,159 shares; 2025Q2: 2,159 shares; 2025Q3: 2,159 shares; 2025Q4: 2,159 shares; 2026Q1: 2,009 shares; 2026Q2: 2,380 shares 2,380 $571K 0.01% +371 Timeline GLIBK LIBERTY CAP CORP More: the full row for LIBERTY CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,703 shares; 2025Q4: 29,621 shares; 2026Q1: 26,214 shares; 2026Q2: 25,052 shares 25,052 $561K 0.01% -1,162 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,914 shares; 2024Q4: 6,163 shares; 2025Q1: 5,143 shares; 2025Q2: 4,889 shares; 2025Q3: 4,885 shares; 2025Q4: 3,828 shares; 2026Q1: 3,436 shares; 2026Q2: 3,371 shares 3,371 $560K 0.01% -65 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,463 shares; 2024Q4: 13,393 shares; 2025Q1: 3,143 shares; 2025Q2: 3,143 shares; 2025Q3: 2,797 shares; 2025Q4: 2,797 shares; 2026Q1: 2,797 shares; 2026Q2: 2,753 shares 2,753 $559K 0.01% -44 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,483 shares; 2024Q4: 6,609 shares; 2025Q1: 6,520 shares; 2025Q2: 5,645 shares; 2025Q3: 5,742 shares; 2025Q4: 5,597 shares; 2026Q1: 4,347 shares; 2026Q2: 4,921 shares 4,921 $559K 0.01% +574 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,190 shares; 2026Q1: 2,190 shares; 2026Q2: 9,410 shares 9,410 $555K 0.01% +7,220 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,331 shares; 2024Q4: 4,202 shares; 2025Q1: 4,168 shares; 2025Q2: 4,407 shares; 2025Q3: 3,021 shares; 2025Q4: 2,498 shares; 2026Q1: 2,457 shares; 2026Q2: 2,356 shares 2,356 $548K 0.01% -101 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,532 shares; 2024Q4: 1,562 shares; 2025Q1: 1,562 shares; 2025Q2: 1,562 shares; 2025Q3: 1,562 shares; 2025Q4: 3,124 shares; 2026Q1: 3,924 shares; 2026Q2: 12,044 shares 12,044 $546K 0.01% +8,120 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,323 shares; 2024Q4: 1,729 shares; 2025Q1: 1,729 shares; 2025Q2: 1,979 shares; 2025Q3: 1,979 shares; 2025Q4: 1,979 shares; 2026Q1: 2,179 shares; 2026Q2: 2,285 shares 2,285 $543K 0.01% +106 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,009 shares; 2025Q2: 14,009 shares; 2025Q3: 14,009 shares; 2025Q4: 14,009 shares; 2026Q1: 14,009 shares; 2026Q2: 14,009 shares 14,009 $530K 0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,617 shares; 2024Q4: 25,617 shares; 2025Q1: 25,617 shares; 2025Q2: 25,617 shares; 2025Q3: 25,717 shares; 2025Q4: 25,717 shares; 2026Q1: 26,760 shares; 2026Q2: 26,760 shares 26,760 $515K 0.01% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,168 shares; 2024Q4: 36,958 shares; 2025Q1: 35,771 shares; 2025Q2: 34,757 shares; 2025Q3: 19,979 shares; 2025Q4: 19,584 shares; 2026Q1: 15,451 shares; 2026Q2: 15,376 shares 15,376 $513K 0.01% -75 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 2,210 shares; 2025Q1: 2,856 shares; 2025Q2: 2,856 shares; 2025Q3: 2,856 shares; 2025Q4: 14,106 shares; 2026Q1: 14,159 shares; 2026Q2: 14,159 shares 14,159 $511K 0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,655 shares; 2024Q4: 3,475 shares; 2025Q1: 3,785 shares; 2025Q2: 3,581 shares; 2025Q3: 4,030 shares; 2025Q4: 2,883 shares; 2026Q1: 3,681 shares; 2026Q2: 3,686 shares 3,686 $507K <0.01% +5 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,405 shares; 2024Q4: 3,405 shares; 2025Q1: 3,405 shares; 2025Q2: 3,745 shares; 2025Q3: 3,745 shares; 2025Q4: 3,745 shares; 2026Q1: 3,839 shares; 2026Q2: 7,795 shares 7,795 $507K <0.01% +3,956 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 310,939 shares; 2024Q4: 312,904 shares; 2025Q1: 462,358 shares; 2025Q2: 499,684 shares; 2025Q3: 516,299 shares; 2025Q4: 60,358 shares; 2026Q1: 35,143 shares; 2026Q2: 16,836 shares 16,836 $505K <0.01% -18,307 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,707 shares; 2024Q4: 10,616 shares; 2025Q1: 10,516 shares; 2025Q2: 10,516 shares; 2025Q3: 10,516 shares; 2025Q4: 10,516 shares; 2026Q1: 10,778 shares; 2026Q2: 10,778 shares 10,778 $505K <0.01% 0 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,237 shares; 2024Q4: 14,567 shares; 2025Q1: 16,424 shares; 2025Q2: 16,212 shares; 2025Q3: 16,212 shares; 2025Q4: 16,212 shares; 2026Q1: 16,212 shares; 2026Q2: 16,269 shares 16,269 $500K <0.01% +57 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,399 shares; 2024Q4: 2,231 shares; 2025Q1: 2,231 shares; 2025Q2: 2,506 shares; 2025Q3: 2,669 shares; 2025Q4: 2,716 shares; 2026Q1: 2,379 shares; 2026Q2: 2,421 shares 2,421 $497K <0.01% +42 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,693 shares; 2024Q4: 3,690 shares; 2025Q1: 3,628 shares; 2025Q2: 3,568 shares; 2025Q3: 3,206 shares; 2025Q4: 3,206 shares; 2026Q1: 3,159 shares; 2026Q2: 3,162 shares 3,162 $496K <0.01% +3 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,447 shares; 2024Q4: 6,447 shares; 2025Q1: 6,447 shares; 2025Q2: 6,447 shares; 2025Q3: 6,447 shares; 2025Q4: 6,447 shares; 2026Q1: 6,447 shares; 2026Q2: 9,697 shares 9,697 $490K <0.01% +3,250 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,007 shares; 2024Q4: 11,417 shares; 2025Q1: 8,748 shares; 2025Q2: 8,748 shares; 2025Q3: 8,623 shares; 2025Q4: 12,648 shares; 2026Q1: 13,060 shares; 2026Q2: 13,060 shares 13,060 $476K <0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,339 shares; 2024Q4: 3,482 shares; 2025Q1: 3,482 shares; 2025Q2: 3,482 shares; 2025Q3: 3,510 shares; 2025Q4: 3,510 shares; 2026Q1: 3,510 shares; 2026Q2: 3,510 shares 3,510 $475K <0.01% 0 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,550 shares; 2024Q4: 111,147 shares; 2025Q1: 113,308 shares; 2025Q2: 116,314 shares; 2025Q3: 118,177 shares; 2025Q4: 117,986 shares; 2026Q1: 129,915 shares; 2026Q2: 6,847 shares 6,847 $474K <0.01% -123,068 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27 shares; 2024Q4: 107 shares; 2025Q1: 227 shares; 2025Q2: 120 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 936 shares; 2026Q2: 816 shares 816 $471K <0.01% -120 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,810 shares; 2024Q4: 2,810 shares; 2025Q1: 2,810 shares; 2025Q2: 2,810 shares; 2025Q3: 2,811 shares; 2025Q4: 2,811 shares; 2026Q1: 2,811 shares; 2026Q2: 2,811 shares 2,811 $471K <0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45 shares; 2024Q4: 122 shares; 2025Q1: 124 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 159 shares; 2026Q2: 159 shares 159 $470K <0.01% 0 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,535 shares; 2024Q4: 15,535 shares; 2025Q1: 15,535 shares; 2025Q2: 15,285 shares; 2025Q3: 14,364 shares; 2025Q4: 13,431 shares; 2026Q1: 12,042 shares; 2026Q2: 11,747 shares 11,747 $470K <0.01% -295 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,918 shares; 2024Q4: 6,944 shares; 2025Q1: 6,647 shares; 2025Q2: 6,531 shares; 2025Q3: 6,560 shares; 2025Q4: 6,110 shares; 2026Q1: 4,994 shares; 2026Q2: 5,024 shares 5,024 $465K <0.01% +30 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 492 shares; 2024Q4: 445 shares; 2025Q1: 665 shares; 2025Q2: 1,265 shares; 2025Q3: 1,373 shares; 2025Q4: 2,103 shares; 2026Q1: 1,995 shares; 2026Q2: 1,863 shares 1,863 $464K <0.01% -132 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,742 shares; 2024Q4: 3,537 shares; 2025Q1: 3,871 shares; 2025Q2: 3,991 shares; 2025Q3: 4,033 shares; 2025Q4: 3,991 shares; 2026Q1: 4,041 shares; 2026Q2: 2,611 shares 2,611 $454K <0.01% -1,430 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,232 shares; 2024Q4: 8,232 shares; 2025Q1: 8,232 shares; 2025Q2: 8,232 shares; 2025Q3: 8,232 shares; 2025Q4: 8,232 shares; 2026Q1: 8,232 shares; 2026Q2: 8,232 shares 8,232 $454K <0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,680 shares; 2024Q4: 1,441 shares; 2025Q1: 1,441 shares; 2025Q2: 1,441 shares; 2025Q3: 1,494 shares; 2025Q4: 1,494 shares; 2026Q1: 1,532 shares; 2026Q2: 1,532 shares 1,532 $451K <0.01% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15 shares; 2024Q4: 1,181 shares; 2025Q1: 1,181 shares; 2025Q2: 1,181 shares; 2025Q3: 3,559 shares; 2025Q4: 3,559 shares; 2026Q1: 3,559 shares; 2026Q2: 3,559 shares 3,559 $450K <0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,887 shares; 2026Q1: 2,948 shares; 2026Q2: 3,050 shares 3,050 $447K <0.01% +102 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 680 shares; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 680 shares; 2025Q3: 680 shares; 2025Q4: 680 shares; 2026Q1: 680 shares; 2026Q2: 2,430 shares 2,430 $443K <0.01% +1,750 Timeline