NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,448,949 shares; 2024Q4: 1,513,218 shares; 2025Q1: 1,265,051 shares; 2025Q2: 1,296,415 shares; 2025Q3: 1,317,537 shares; 2025Q4: 1,306,803 shares; 2026Q1: 2,085,852 shares; 2026Q2: 2,079,076 shares 2,079,076 $409M 7.66% -6,776 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: 1,090,242 shares; 2024Q4: 1,117,416 shares; 2025Q1: 1,130,892 shares; 2025Q2: 1,091,605 shares; 2025Q3: 1,101,836 shares; 2025Q4: 1,087,824 shares; 2026Q1: 1,044,044 shares; 2026Q2: 1,018,034 shares 1,018,034 $316M 5.92% -26,010 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 612,647 shares; 2024Q4: 643,422 shares; 2025Q1: 663,582 shares; 2025Q2: 673,027 shares; 2025Q3: 689,182 shares; 2025Q4: 688,154 shares; 2026Q1: 664,653 shares; 2026Q2: 663,668 shares 663,668 $241M 4.51% -985 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: 603,146 shares; 2024Q4: 619,025 shares; 2025Q1: 627,578 shares; 2025Q2: 633,245 shares; 2025Q3: 621,448 shares; 2025Q4: 618,447 shares; 2026Q1: 642,285 shares; 2026Q2: 618,487 shares 618,487 $240M 4.5% -23,798 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: 564,455 shares; 2024Q4: 581,687 shares; 2025Q1: 598,372 shares; 2025Q2: 659,666 shares; 2025Q3: 677,938 shares; 2025Q4: 656,289 shares; 2026Q1: 685,054 shares; 2026Q2: 686,384 shares 686,384 $169M 3.16% +1,330 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: 237,410 shares; 2024Q4: 239,605 shares; 2025Q1: 240,050 shares; 2025Q2: 239,113 shares; 2025Q3: 235,584 shares; 2025Q4: 232,642 shares; 2026Q1: 218,873 shares; 2026Q2: 213,059 shares 213,059 $159M 2.98% -5,814 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: 154,744 shares; 2024Q4: 158,661 shares; 2025Q1: 159,155 shares; 2025Q2: 154,622 shares; 2025Q3: 155,973 shares; 2025Q4: 159,791 shares; 2026Q1: 170,587 shares; 2026Q2: 175,396 shares 175,396 $132M 2.46% +4,809 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: 295,061 shares; 2024Q4: 306,563 shares; 2025Q1: 310,881 shares; 2025Q2: 311,270 shares; 2025Q3: 316,069 shares; 2025Q4: 313,800 shares; 2026Q1: 328,335 shares; 2026Q2: 325,514 shares 325,514 $110M 2.07% -2,821 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: 283,635 shares; 2024Q4: 297,571 shares; 2025Q1: 305,459 shares; 2025Q2: 312,801 shares; 2025Q3: 323,587 shares; 2025Q4: 318,897 shares; 2026Q1: 335,739 shares; 2026Q2: 278,987 shares 278,987 $103M 1.93% -56,752 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: 979,280 shares; 2024Q4: 990,291 shares; 2025Q1: 989,127 shares; 2025Q2: 1,004,429 shares; 2025Q3: 1,158,479 shares; 2025Q4: 1,163,881 shares; 2026Q1: 1,228,028 shares; 2026Q2: 1,251,021 shares 1,251,021 $94.4M 1.77% +22,993 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: 999,883 shares; 2024Q4: 1,001,448 shares; 2025Q1: 1,001,275 shares; 2025Q2: 1,004,794 shares; 2025Q3: 1,102,007 shares; 2025Q4: 1,103,148 shares; 2026Q1: 1,153,845 shares; 2026Q2: 1,170,597 shares 1,170,597 $93.4M 1.75% +16,752 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: 937,920 shares; 2024Q4: 942,732 shares; 2025Q1: 940,972 shares; 2025Q2: 936,976 shares; 2025Q3: 1,025,510 shares; 2025Q4: 1,053,011 shares; 2026Q1: 1,103,762 shares; 2026Q2: 1,119,310 shares 1,119,310 $79.2M 1.48% +15,548 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: 214,512 shares; 2024Q4: 221,222 shares; 2025Q1: 203,454 shares; 2025Q2: 206,779 shares; 2025Q3: 210,202 shares; 2025Q4: 205,212 shares; 2026Q1: 212,646 shares; 2026Q2: 209,428 shares 209,428 $73.8M 1.38% -3,218 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: 1,158,202 shares; 2024Q4: 1,159,111 shares; 2025Q1: 1,109,084 shares; 2025Q2: 1,097,310 shares; 2025Q3: 1,127,411 shares; 2025Q4: 1,119,048 shares; 2026Q1: 1,161,279 shares; 2026Q2: 1,161,929 shares 1,161,929 $68.4M 1.28% +650 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: 104,922 shares; 2024Q4: 107,636 shares; 2025Q1: 110,610 shares; 2025Q2: 112,007 shares; 2025Q3: 114,811 shares; 2025Q4: 119,398 shares; 2026Q1: 126,575 shares; 2026Q2: 126,759 shares 126,759 $63.9M 1.19% +184 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: 72,122 shares; 2024Q4: 77,001 shares; 2025Q1: 91,562 shares; 2025Q2: 94,596 shares; 2025Q3: 99,134 shares; 2025Q4: 95,404 shares; 2026Q1: 103,184 shares; 2026Q2: 101,468 shares 101,468 $62.5M 1.17% -1,716 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: 163,806 shares; 2024Q4: 167,678 shares; 2025Q1: 170,876 shares; 2025Q2: 170,335 shares; 2025Q3: 170,875 shares; 2025Q4: 167,592 shares; 2026Q1: 172,308 shares; 2026Q2: 169,997 shares 169,997 $62.4M 1.17% -2,311 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: 31,591 shares; 2024Q4: 37,728 shares; 2025Q1: 39,213 shares; 2025Q2: 44,916 shares; 2025Q3: 47,440 shares; 2025Q4: 46,604 shares; 2026Q1: 49,186 shares; 2026Q2: 48,915 shares 48,915 $60.4M 1.13% -271 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: 452,828 shares; 2024Q4: 477,187 shares; 2025Q1: 485,366 shares; 2025Q2: 499,520 shares; 2025Q3: 520,384 shares; 2025Q4: 526,340 shares; 2026Q1: 579,092 shares; 2026Q2: 596,260 shares 596,260 $57.8M 1.08% +17,168 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: 218,874 shares; 2024Q4: 225,031 shares; 2025Q1: 229,008 shares; 2025Q2: 233,242 shares; 2025Q3: 299,392 shares; 2025Q4: 289,453 shares; 2026Q1: 326,376 shares; 2026Q2: 334,571 shares 334,571 $48.6M 0.91% +8,195 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: 60,065 shares; 2024Q4: 61,548 shares; 2025Q1: 62,451 shares; 2025Q2: 62,130 shares; 2025Q3: 61,909 shares; 2025Q4: 63,842 shares; 2026Q1: 63,721 shares; 2026Q2: 61,443 shares 61,443 $43.6M 0.82% -2,278 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: 35,187 shares; 2024Q4: 43,978 shares; 2025Q1: 44,943 shares; 2025Q2: 45,894 shares; 2025Q3: 46,786 shares; 2025Q4: 46,583 shares; 2026Q1: 41,726 shares; 2026Q2: 41,410 shares 41,410 $43.2M 0.81% -316 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: 103,754 shares; 2024Q4: 105,513 shares; 2025Q1: 105,513 shares; 2025Q2: 105,492 shares; 2025Q3: 105,492 shares; 2025Q4: 105,492 shares; 2026Q1: 105,492 shares; 2026Q2: 104,962 shares 104,962 $43M 0.8% -530 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: 66,564 shares; 2024Q4: 66,432 shares; 2025Q1: 67,732 shares; 2025Q2: 68,066 shares; 2025Q3: 67,859 shares; 2025Q4: 67,830 shares; 2026Q1: 63,514 shares; 2026Q2: 62,245 shares 62,245 $42.8M 0.8% -1,269 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: 180,432 shares; 2024Q4: 190,336 shares; 2025Q1: 196,707 shares; 2025Q2: 199,924 shares; 2025Q3: 208,701 shares; 2025Q4: 201,625 shares; 2026Q1: 210,849 shares; 2026Q2: 209,354 shares 209,354 $42M 0.79% -1,495 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: 12,172 shares; 2024Q4: 27,472 shares; 2025Q1: 28,359 shares; 2025Q2: 60,518 shares; 2025Q3: 66,168 shares; 2025Q4: 89,761 shares; 2026Q1: 101,550 shares; 2026Q2: 102,016 shares 102,016 $41.1M 0.77% +466 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: 240,635 shares; 2024Q4: 251,440 shares; 2025Q1: 260,043 shares; 2025Q2: 251,678 shares; 2025Q3: 246,749 shares; 2025Q4: 242,562 shares; 2026Q1: 253,942 shares; 2026Q2: 250,955 shares 250,955 $38.7M 0.72% -2,987 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: 2,324 shares; 2024Q4: 2,324 shares; 2025Q1: 2,324 shares; 2025Q2: 99,861 shares; 2025Q3: 104,186 shares; 2025Q4: 130,460 shares; 2026Q1: 139,644 shares; 2026Q2: 141,764 shares 141,764 $38.1M 0.71% +2,120 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: 744 shares; 2024Q4: 744 shares; 2025Q1: 768 shares; 2025Q2: 1,554 shares; 2025Q3: 749 shares; 2025Q4: 619 shares; 2026Q1: 31,465 shares; 2026Q2: 40,101 shares 40,101 $37.6M 0.7% +8,636 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: 247,299 shares; 2024Q4: 257,592 shares; 2025Q1: 263,833 shares; 2025Q2: 270,155 shares; 2025Q3: 272,642 shares; 2025Q4: 261,332 shares; 2026Q1: 280,055 shares; 2026Q2: 276,423 shares 276,423 $35.6M 0.67% -3,632 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: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 70,221 shares; 2026Q1: 164,721 shares; 2026Q2: 177,475 shares 177,475 $34.8M 0.65% +12,754 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: 183,558 shares; 2024Q4: 244,670 shares; 2025Q1: 316,149 shares; 2025Q2: 318,549 shares; 2025Q3: 302,178 shares; 2025Q4: 261,471 shares; 2026Q1: 201,408 shares; 2026Q2: 193,583 shares 193,583 $33.7M 0.63% -7,825 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: 194,981 shares; 2024Q4: 142,131 shares; 2025Q1: 141,418 shares; 2025Q2: 135,256 shares; 2025Q3: 131,064 shares; 2025Q4: 128,360 shares; 2026Q1: 128,238 shares; 2026Q2: 123,348 shares 123,348 $33M 0.62% -4,890 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: 44,246 shares; 2024Q4: 44,257 shares; 2025Q1: 43,984 shares; 2025Q2: 43,577 shares; 2025Q3: 43,632 shares; 2025Q4: 46,744 shares; 2026Q1: 46,724 shares; 2026Q2: 46,724 shares 46,724 $32.1M 0.6% 0 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: 59,884 shares; 2024Q4: 62,281 shares; 2025Q1: 63,039 shares; 2025Q2: 63,627 shares; 2025Q3: 128,368 shares; 2025Q4: 126,117 shares; 2026Q1: 133,764 shares; 2026Q2: 162,832 shares 162,832 $31.6M 0.59% +29,068 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: 20,655 shares; 2025Q1: 20,655 shares; 2025Q2: 20,616 shares; 2025Q3: 20,551 shares; 2025Q4: 20,677 shares; 2026Q1: 66,579 shares; 2026Q2: 95,284 shares 95,284 $31.1M 0.58% +28,705 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: 35,119 shares; 2024Q4: 34,996 shares; 2025Q1: 34,589 shares; 2025Q2: 34,129 shares; 2025Q3: 34,236 shares; 2025Q4: 33,756 shares; 2026Q1: 33,476 shares; 2026Q2: 32,644 shares 32,644 $30.7M 0.57% -832 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: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 39 shares; 2026Q1: 39 shares; 2026Q2: 39 shares 39 $29.5M 0.55% 0 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: 166,914 shares; 2024Q4: 172,646 shares; 2025Q1: 177,631 shares; 2025Q2: 170,671 shares; 2025Q3: 171,625 shares; 2025Q4: 113,692 shares; 2026Q1: 110,561 shares; 2026Q2: 131,921 shares 131,921 $29M 0.54% +21,360 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: 31,656 shares; 2024Q4: 32,134 shares; 2025Q1: 32,571 shares; 2025Q2: 32,937 shares; 2025Q3: 33,508 shares; 2025Q4: 33,935 shares; 2026Q1: 35,719 shares; 2026Q2: 30,479 shares 30,479 $28.9M 0.54% -5,240 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: 139,447 shares; 2024Q4: 141,836 shares; 2025Q1: 146,584 shares; 2025Q2: 207,647 shares; 2025Q3: 210,314 shares; 2025Q4: 194,323 shares; 2026Q1: 259,004 shares; 2026Q2: 257,264 shares 257,264 $28.7M 0.54% -1,740 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: 69,759 shares; 2024Q4: 74,523 shares; 2025Q1: 97,157 shares; 2025Q2: 100,372 shares; 2025Q3: 105,197 shares; 2025Q4: 103,511 shares; 2026Q1: 109,193 shares; 2026Q2: 111,761 shares 111,761 $28.4M 0.53% +2,568 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: 99,422 shares; 2024Q4: 100,719 shares; 2025Q1: 101,532 shares; 2025Q2: 102,505 shares; 2025Q3: 104,375 shares; 2025Q4: 104,046 shares; 2026Q1: 108,257 shares; 2026Q2: 107,921 shares 107,921 $27.5M 0.51% -336 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: 135,170 shares; 2024Q4: 135,198 shares; 2025Q1: 134,755 shares; 2025Q2: 136,352 shares; 2025Q3: 137,492 shares; 2025Q4: 123,033 shares; 2026Q1: 122,461 shares; 2026Q2: 92,767 shares 92,767 $27.5M 0.51% -29,694 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: 24,126 shares; 2026Q2: 91,308 shares 91,308 $27.4M 0.51% +67,182 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: 23,180 shares; 2024Q4: 33,806 shares; 2025Q1: 34,574 shares; 2025Q2: 45,129 shares; 2025Q3: 49,093 shares; 2025Q4: 48,512 shares; 2026Q1: 50,950 shares; 2026Q2: 61,877 shares 61,877 $26.4M 0.49% +10,927 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: 19,990 shares; 2024Q4: 20,862 shares; 2025Q1: 21,721 shares; 2025Q2: 22,478 shares; 2025Q3: 22,604 shares; 2025Q4: 22,864 shares; 2026Q1: 20,227 shares; 2026Q2: 20,303 shares 20,303 $25.8M 0.48% +76 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: 20,734 shares; 2024Q4: 22,399 shares; 2025Q1: 23,462 shares; 2025Q2: 24,338 shares; 2025Q3: 25,324 shares; 2025Q4: 24,278 shares; 2026Q1: 24,221 shares; 2026Q2: 24,220 shares 24,220 $25.6M 0.48% -1 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: 198,333 shares; 2024Q4: 180,722 shares; 2025Q1: 168,669 shares; 2025Q2: 165,776 shares; 2025Q3: 162,061 shares; 2025Q4: 140,042 shares; 2026Q1: 139,163 shares; 2026Q2: 228,193 shares 228,193 $25.2M 0.47% +89,030 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: 222,239 shares; 2024Q4: 220,946 shares; 2025Q1: 203,505 shares; 2025Q2: 205,120 shares; 2025Q3: 202,682 shares; 2025Q4: 202,700 shares; 2026Q1: 211,289 shares; 2026Q2: 225,738 shares 225,738 $24.8M 0.46% +14,449 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: 179,334 shares; 2024Q4: 185,919 shares; 2025Q1: 187,819 shares; 2025Q2: 191,522 shares; 2025Q3: 195,609 shares; 2025Q4: 198,998 shares; 2026Q1: 159,358 shares; 2026Q2: 130,331 shares 130,331 $24.5M 0.46% -29,027 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: 65,121 shares; 2024Q4: 69,503 shares; 2025Q1: 71,080 shares; 2025Q2: 73,209 shares; 2025Q3: 74,809 shares; 2025Q4: 75,433 shares; 2026Q1: 77,994 shares; 2026Q2: 78,853 shares 78,853 $24.1M 0.45% +859 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: 10,506 shares; 2024Q4: 10,622 shares; 2025Q1: 11,325 shares; 2025Q2: 19,626 shares; 2025Q3: 19,881 shares; 2025Q4: 19,789 shares; 2026Q1: 22,454 shares; 2026Q2: 29,546 shares 29,546 $23.9M 0.45% +7,092 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: 88,018 shares; 2024Q4: 87,988 shares; 2025Q1: 87,814 shares; 2025Q2: 87,459 shares; 2025Q3: 87,934 shares; 2025Q4: 73,527 shares; 2026Q1: 73,752 shares; 2026Q2: 294,808 shares 294,808 $23.8M 0.44% +221,056 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: 121,593 shares; 2024Q4: 127,926 shares; 2025Q1: 132,188 shares; 2025Q2: 135,824 shares; 2025Q3: 140,363 shares; 2025Q4: 138,159 shares; 2026Q1: 193,186 shares; 2026Q2: 194,465 shares 194,465 $23.5M 0.44% +1,279 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 30,243 shares; 2026Q2: 31,536 shares 31,536 $22M 0.41% +1,293 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: 153,631 shares; 2024Q4: 160,402 shares; 2025Q1: 166,718 shares; 2025Q2: 122,518 shares; 2025Q3: 122,804 shares; 2025Q4: 122,085 shares; 2026Q1: 126,463 shares; 2026Q2: 125,833 shares 125,833 $20.6M 0.39% -630 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: 24,675 shares; 2024Q4: 25,583 shares; 2025Q1: 26,912 shares; 2025Q2: 27,831 shares; 2025Q3: 28,006 shares; 2025Q4: 28,438 shares; 2026Q1: 26,127 shares; 2026Q2: 26,541 shares 26,541 $20.3M 0.38% +414 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: 65,502 shares; 2024Q4: 65,557 shares; 2025Q1: 64,764 shares; 2025Q2: 64,993 shares; 2025Q3: 62,177 shares; 2025Q4: 61,872 shares; 2026Q1: 60,661 shares; 2026Q2: 59,000 shares 59,000 $20.3M 0.38% -1,661 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: 76,625 shares; 2024Q4: 80,537 shares; 2025Q1: 81,028 shares; 2025Q2: 85,770 shares; 2025Q3: 87,983 shares; 2025Q4: 86,476 shares; 2026Q1: 76,235 shares; 2026Q2: 74,928 shares 74,928 $19.9M 0.37% -1,307 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: 63,355 shares; 2024Q4: 63,355 shares; 2025Q1: 64,419 shares; 2025Q2: 64,382 shares; 2025Q3: 64,381 shares; 2025Q4: 64,451 shares; 2026Q1: 63,755 shares; 2026Q2: 63,557 shares 63,557 $19M 0.35% -198 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: 72,655 shares; 2024Q4: 74,333 shares; 2025Q1: 75,692 shares; 2025Q2: 77,702 shares; 2025Q3: 79,854 shares; 2025Q4: 79,607 shares; 2026Q1: 84,164 shares; 2026Q2: 58,345 shares 58,345 $18.8M 0.35% -25,819 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: 14,197 shares; 2024Q4: 14,760 shares; 2025Q1: 15,433 shares; 2025Q2: 15,924 shares; 2025Q3: 16,118 shares; 2025Q4: 16,333 shares; 2026Q1: 16,893 shares; 2026Q2: 23,031 shares 23,031 $18.5M 0.35% +6,138 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: 166,195 shares; 2024Q4: 169,926 shares; 2025Q1: 167,320 shares; 2025Q2: 165,124 shares; 2025Q3: 163,997 shares; 2025Q4: 161,157 shares; 2026Q1: 168,458 shares; 2026Q2: 159,731 shares 159,731 $17.9M 0.33% -8,727 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: 3,161 shares; 2024Q4: 3,123 shares; 2025Q1: 2,775 shares; 2025Q2: 2,582 shares; 2025Q3: 3,498 shares; 2025Q4: 8,681 shares; 2026Q1: 122,903 shares; 2026Q2: 233,394 shares 233,394 $17.3M 0.32% +110,491 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: 27,570 shares; 2024Q4: 28,911 shares; 2025Q1: 30,018 shares; 2025Q2: 31,020 shares; 2025Q3: 31,201 shares; 2025Q4: 31,621 shares; 2026Q1: 27,923 shares; 2026Q2: 27,976 shares 27,976 $16.8M 0.31% +53 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: 9,764 shares; 2024Q4: 10,375 shares; 2025Q1: 10,815 shares; 2025Q2: 34,677 shares; 2025Q3: 36,229 shares; 2025Q4: 48,519 shares; 2026Q1: 51,577 shares; 2026Q2: 85,933 shares 85,933 $16.7M 0.31% +34,356 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: 121,160 shares; 2024Q4: 126,315 shares; 2025Q1: 131,981 shares; 2025Q2: 136,390 shares; 2025Q3: 120,042 shares; 2025Q4: 121,476 shares; 2026Q1: 124,474 shares; 2026Q2: 124,739 shares 124,739 $16.3M 0.3% +265 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: 979 shares; 2024Q4: 880 shares; 2025Q1: 1,842 shares; 2025Q2: 1,624 shares; 2025Q3: 1,536 shares; 2025Q4: 25,833 shares; 2026Q1: 207,923 shares; 2026Q2: 210,393 shares 210,393 $16M 0.3% +2,470 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,936 shares; 2024Q4: 14,014 shares; 2025Q1: 127,811 shares; 2025Q2: 133,664 shares; 2025Q3: 139,197 shares; 2025Q4: 136,888 shares; 2026Q1: 147,784 shares; 2026Q2: 147,347 shares 147,347 $16M 0.3% -437 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: 795 shares; 2024Q4: 795 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 156 shares; 2026Q1: 106,056 shares; 2026Q2: 110,333 shares 110,333 $15.9M 0.3% +4,277 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: 37,734 shares; 2024Q4: 37,549 shares; 2025Q1: 37,544 shares; 2025Q2: 37,693 shares; 2025Q3: 37,851 shares; 2025Q4: 38,340 shares; 2026Q1: 42,526 shares; 2026Q2: 42,514 shares 42,514 $15.6M 0.29% -12 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: 145,102 shares; 2024Q4: 152,505 shares; 2025Q1: 158,113 shares; 2025Q2: 163,192 shares; 2025Q3: 286,080 shares; 2025Q4: 286,142 shares; 2026Q1: 302,193 shares; 2026Q2: 299,224 shares 299,224 $15.5M 0.29% -2,969 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: 36,799 shares; 2024Q4: 37,705 shares; 2025Q1: 38,242 shares; 2025Q2: 38,487 shares; 2025Q3: 38,784 shares; 2025Q4: 40,104 shares; 2026Q1: 40,104 shares; 2026Q2: 39,839 shares 39,839 $15.4M 0.29% -265 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: 164,111 shares; 2024Q4: 170,264 shares; 2025Q1: 173,143 shares; 2025Q2: 174,846 shares; 2025Q3: 177,042 shares; 2025Q4: 149,004 shares; 2026Q1: 154,332 shares; 2026Q2: 156,275 shares 156,275 $15.2M 0.28% +1,943 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: 63,874 shares 63,874 $15.2M 0.28% new 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: 7,978 shares; 2024Q4: 8,126 shares; 2025Q1: 8,446 shares; 2025Q2: 130,873 shares; 2025Q3: 159,240 shares; 2025Q4: 156,512 shares; 2026Q1: 166,389 shares; 2026Q2: 175,513 shares 175,513 $15.2M 0.28% +9,124 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: 59,682 shares; 2024Q4: 59,058 shares; 2025Q1: 57,574 shares; 2025Q2: 54,391 shares; 2025Q3: 53,781 shares; 2025Q4: 54,403 shares; 2026Q1: 54,442 shares; 2026Q2: 53,145 shares 53,145 $15M 0.28% -1,297 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: 148,889 shares; 2024Q4: 148,770 shares; 2025Q1: 146,585 shares; 2025Q2: 145,640 shares; 2025Q3: 148,373 shares; 2025Q4: 146,873 shares; 2026Q1: 146,409 shares; 2026Q2: 142,338 shares 142,338 $14.8M 0.28% -4,071 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: 892 shares; 2024Q4: 888 shares; 2025Q1: 919 shares; 2025Q2: 862 shares; 2025Q3: 1,278 shares; 2025Q4: 994 shares; 2026Q1: 95,576 shares; 2026Q2: 152,605 shares 152,605 $14.8M 0.28% +57,029 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: 37,753 shares; 2024Q4: 37,670 shares; 2025Q1: 37,329 shares; 2025Q2: 36,896 shares; 2025Q3: 36,850 shares; 2025Q4: 37,506 shares; 2026Q1: 39,280 shares; 2026Q2: 41,754 shares 41,754 $14.6M 0.27% +2,474 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: 49,830 shares; 2024Q4: 53,048 shares; 2025Q1: 54,644 shares; 2025Q2: 56,237 shares; 2025Q3: 59,403 shares; 2025Q4: 82,445 shares; 2026Q1: 153,399 shares; 2026Q2: 152,294 shares 152,294 $14.5M 0.27% -1,105 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: 63,864 shares 63,864 $14.4M 0.27% new 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: 132,696 shares; 2024Q4: 148,886 shares; 2025Q1: 150,993 shares; 2025Q2: 138,008 shares; 2025Q3: 138,335 shares; 2025Q4: 137,641 shares; 2026Q1: 100,462 shares; 2026Q2: 91,901 shares 91,901 $14M 0.26% -8,561 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: 123,631 shares; 2024Q4: 370,764 shares; 2025Q1: 383,114 shares; 2025Q2: 362,872 shares; 2025Q3: 356,122 shares; 2025Q4: 356,203 shares; 2026Q1: 395,158 shares; 2026Q2: 393,352 shares 393,352 $14M 0.26% -1,806 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: 44,359 shares; 2024Q4: 45,088 shares; 2025Q1: 45,657 shares; 2025Q2: 20,435 shares; 2025Q3: 18,277 shares; 2025Q4: 18,394 shares; 2026Q1: 18,226 shares; 2026Q2: 32,198 shares 32,198 $13.8M 0.26% +13,972 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: 40,069 shares; 2024Q4: 41,097 shares; 2025Q1: 40,162 shares; 2025Q2: 38,267 shares; 2025Q3: 37,820 shares; 2025Q4: 38,682 shares; 2026Q1: 39,036 shares; 2026Q2: 38,909 shares 38,909 $13.4M 0.25% -127 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: 56,399 shares; 2024Q4: 56,283 shares; 2025Q1: 56,221 shares; 2025Q2: 54,570 shares; 2025Q3: 54,347 shares; 2025Q4: 56,523 shares; 2026Q1: 55,529 shares; 2026Q2: 55,529 shares 55,529 $13.3M 0.25% 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: 25,389 shares; 2024Q4: 25,256 shares; 2025Q1: 25,157 shares; 2025Q2: 25,452 shares; 2025Q3: 25,042 shares; 2025Q4: 25,042 shares; 2026Q1: 25,044 shares; 2026Q2: 24,678 shares 24,678 $13M 0.24% -366 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,654 shares; 2024Q4: 1,245 shares; 2025Q1: 4,860 shares; 2025Q2: 4,682 shares; 2025Q3: 39,147 shares; 2025Q4: 67,403 shares; 2026Q1: 96,199 shares; 2026Q2: 94,308 shares 94,308 $12.7M 0.24% -1,891 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: 19,530 shares; 2024Q4: 41,670 shares; 2025Q1: 44,112 shares; 2025Q2: 45,575 shares; 2025Q3: 45,991 shares; 2025Q4: 46,535 shares; 2026Q1: 48,854 shares; 2026Q2: 48,963 shares 48,963 $12.6M 0.24% +109 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: 59,949 shares; 2024Q4: 62,768 shares; 2025Q1: 64,679 shares; 2025Q2: 66,462 shares; 2025Q3: 67,878 shares; 2025Q4: 66,208 shares; 2026Q1: 70,687 shares; 2026Q2: 69,175 shares 69,175 $12.3M 0.23% -1,512 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: 20,730 shares; 2024Q4: 25,542 shares; 2025Q1: 113,915 shares; 2025Q2: 117,866 shares; 2025Q3: 121,113 shares; 2025Q4: 117,785 shares; 2026Q1: 123,472 shares; 2026Q2: 120,385 shares 120,385 $12.3M 0.23% -3,087 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: 23,614 shares; 2024Q4: 24,788 shares; 2025Q1: 25,565 shares; 2025Q2: 26,360 shares; 2025Q3: 27,183 shares; 2025Q4: 26,750 shares; 2026Q1: 27,614 shares; 2026Q2: 27,390 shares 27,390 $12.1M 0.23% -224 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: 162,579 shares; 2024Q4: 162,692 shares; 2025Q1: 156,940 shares; 2025Q2: 147,265 shares; 2025Q3: 145,852 shares; 2025Q4: 147,403 shares; 2026Q1: 144,924 shares; 2026Q2: 144,647 shares 144,647 $12M 0.22% -277 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: 56,447 shares; 2024Q4: 56,490 shares; 2025Q1: 56,593 shares; 2025Q2: 55,591 shares; 2025Q3: 55,207 shares; 2025Q4: 49,207 shares; 2026Q1: 37,982 shares; 2026Q2: 27,962 shares 27,962 $11.9M 0.22% -10,020 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: 14,261 shares; 2024Q4: 15,011 shares; 2025Q1: 15,583 shares; 2025Q2: 16,096 shares; 2025Q3: 16,160 shares; 2025Q4: 16,438 shares; 2026Q1: 17,954 shares; 2026Q2: 17,988 shares 17,988 $11.5M 0.22% +34 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: 45,577 shares; 2024Q4: 47,710 shares; 2025Q1: 49,458 shares; 2025Q2: 51,065 shares; 2025Q3: 51,286 shares; 2025Q4: 51,543 shares; 2026Q1: 53,417 shares; 2026Q2: 53,497 shares 53,497 $11.5M 0.22% +80 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: 125,919 shares; 2024Q4: 100,830 shares; 2025Q1: 92,382 shares; 2025Q2: 85,774 shares; 2025Q3: 81,366 shares; 2025Q4: 80,427 shares; 2026Q1: 79,936 shares; 2026Q2: 77,671 shares 77,671 $11.3M 0.21% -2,265 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: 89,261 shares; 2024Q4: 94,759 shares; 2025Q1: 110,067 shares; 2025Q2: 113,262 shares; 2025Q3: 101,147 shares; 2025Q4: 110,415 shares; 2026Q1: 90,800 shares; 2026Q2: 88,249 shares 88,249 $10.8M 0.2% -2,551 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: 27,730 shares; 2024Q4: 28,148 shares; 2025Q1: 28,888 shares; 2025Q2: 30,105 shares; 2025Q3: 31,326 shares; 2025Q4: 31,737 shares; 2026Q1: 34,470 shares; 2026Q2: 37,185 shares 37,185 $10.5M 0.2% +2,715 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: 1,023 shares; 2024Q4: 35,721 shares; 2025Q1: 38,808 shares; 2025Q2: 40,663 shares; 2025Q3: 42,571 shares; 2025Q4: 41,049 shares; 2026Q1: 43,432 shares; 2026Q2: 42,555 shares 42,555 $10.2M 0.19% -877 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: 37,392 shares; 2024Q4: 96,522 shares; 2025Q1: 101,442 shares; 2025Q2: 103,940 shares; 2025Q3: 106,358 shares; 2025Q4: 102,150 shares; 2026Q1: 108,334 shares; 2026Q2: 113,722 shares 113,722 $10.1M 0.19% +5,388 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: 83,177 shares; 2024Q4: 83,356 shares; 2025Q1: 86,520 shares; 2025Q2: 85,535 shares; 2025Q3: 103,465 shares; 2025Q4: 122,605 shares; 2026Q1: 128,254 shares; 2026Q2: 128,254 shares 128,254 $9.92M 0.19% 0 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: 148,704 shares; 2024Q4: 296,598 shares; 2025Q1: 291,675 shares; 2025Q2: 281,682 shares; 2025Q3: 282,307 shares; 2025Q4: 289,605 shares; 2026Q1: 288,105 shares; 2026Q2: 287,497 shares 287,497 $9.92M 0.19% -608 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,110 shares; 2026Q2: 36,265 shares 36,265 $9.78M 0.18% +155 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: 8,435 shares; 2024Q4: 8,480 shares; 2025Q1: 8,510 shares; 2025Q2: 8,511 shares; 2025Q3: 8,623 shares; 2025Q4: 8,704 shares; 2026Q1: 8,819 shares; 2026Q2: 8,842 shares 8,842 $9.52M 0.18% +23 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: 59,748 shares; 2025Q2: 61,420 shares; 2025Q3: 63,284 shares; 2025Q4: 105,517 shares; 2026Q1: 112,164 shares; 2026Q2: 143,025 shares 143,025 $9.48M 0.18% +30,861 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: 146,078 shares; 2024Q4: 142,632 shares; 2025Q1: 144,045 shares; 2025Q2: 143,708 shares; 2025Q3: 143,554 shares; 2025Q4: 143,504 shares; 2026Q1: 148,114 shares; 2026Q2: 143,175 shares 143,175 $9.41M 0.18% -4,939 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: 69,195 shares; 2024Q4: 69,231 shares; 2025Q1: 69,362 shares; 2025Q2: 69,472 shares; 2025Q3: 69,203 shares; 2025Q4: 68,757 shares; 2026Q1: 69,170 shares; 2026Q2: 66,086 shares 66,086 $9.36M 0.18% -3,084 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: 35,230 shares; 2024Q4: 36,695 shares; 2025Q1: 38,363 shares; 2025Q2: 39,623 shares; 2025Q3: 39,871 shares; 2025Q4: 40,877 shares; 2026Q1: 42,345 shares; 2026Q2: 41,846 shares 41,846 $8.91M 0.17% -499 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: 738 shares; 2024Q4: 736 shares; 2025Q1: 39,122 shares; 2025Q2: 41,043 shares; 2025Q3: 42,408 shares; 2025Q4: 41,806 shares; 2026Q1: 44,576 shares; 2026Q2: 43,643 shares 43,643 $8.85M 0.17% -933 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: 28,055 shares; 2024Q4: 27,904 shares; 2025Q1: 29,153 shares; 2025Q2: 29,006 shares; 2025Q3: 28,417 shares; 2025Q4: 28,117 shares; 2026Q1: 29,465 shares; 2026Q2: 28,034 shares 28,034 $8.58M 0.16% -1,431 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: 96,052 shares; 2024Q4: 114,206 shares; 2025Q1: 104,949 shares; 2025Q2: 108,797 shares; 2025Q3: 109,696 shares; 2025Q4: 110,226 shares; 2026Q1: 114,395 shares; 2026Q2: 114,287 shares 114,287 $8.45M 0.16% -108 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: 181,160 shares; 2024Q4: 186,867 shares; 2025Q1: 189,146 shares; 2025Q2: 190,789 shares; 2025Q3: 191,900 shares; 2025Q4: 188,853 shares; 2026Q1: 103,617 shares; 2026Q2: 87,341 shares 87,341 $8.37M 0.16% -16,276 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: 100,641 shares; 2024Q4: 106,295 shares; 2025Q1: 110,437 shares; 2025Q2: 114,708 shares; 2025Q3: 115,160 shares; 2025Q4: 116,914 shares; 2026Q1: 121,167 shares; 2026Q2: 121,590 shares 121,590 $8.25M 0.15% +423 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,725 shares; 2024Q4: 21,953 shares; 2025Q1: 22,310 shares; 2025Q2: 22,348 shares; 2025Q3: 22,369 shares; 2025Q4: 21,547 shares; 2026Q1: 22,943 shares; 2026Q2: 22,033 shares 22,033 $8.11M 0.15% -910 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: 14,365 shares; 2024Q4: 14,445 shares; 2025Q1: 15,647 shares; 2025Q2: 14,135 shares; 2025Q3: 13,836 shares; 2025Q4: 13,836 shares; 2026Q1: 20,090 shares; 2026Q2: 20,920 shares 20,920 $7.9M 0.15% +830 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: 42,955 shares; 2024Q4: 45,020 shares; 2025Q1: 46,648 shares; 2025Q2: 48,109 shares; 2025Q3: 48,390 shares; 2025Q4: 49,062 shares; 2026Q1: 50,699 shares; 2026Q2: 40,806 shares 40,806 $7.84M 0.15% -9,893 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: 517 shares; 2024Q4: 517 shares; 2025Q1: 517 shares; 2025Q2: 517 shares; 2025Q3: 517 shares; 2025Q4: 517 shares; 2026Q1: 912 shares; 2026Q2: 55,943 shares 55,943 $7.67M 0.14% +55,031 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: 10,059 shares; 2024Q4: 10,118 shares; 2025Q1: 10,615 shares; 2025Q2: 10,628 shares; 2025Q3: 10,593 shares; 2025Q4: 10,328 shares; 2026Q1: 10,028 shares; 2026Q2: 12,630 shares 12,630 $7.62M 0.14% +2,602 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: 7,408 shares; 2024Q4: 7,443 shares; 2025Q1: 10,404 shares; 2025Q2: 12,299 shares; 2025Q3: 12,335 shares; 2025Q4: 20,379 shares; 2026Q1: 20,409 shares; 2026Q2: 20,438 shares 20,438 $7.55M 0.14% +29 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: 53,202 shares; 2024Q4: 54,526 shares; 2025Q1: 54,612 shares; 2025Q2: 53,177 shares; 2025Q3: 53,169 shares; 2025Q4: 53,255 shares; 2026Q1: 55,231 shares; 2026Q2: 54,648 shares 54,648 $7.54M 0.14% -583 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: 23,037 shares; 2024Q4: 23,256 shares; 2025Q1: 23,176 shares; 2025Q2: 23,275 shares; 2025Q3: 23,066 shares; 2025Q4: 22,755 shares; 2026Q1: 26,207 shares; 2026Q2: 26,148 shares 26,148 $7.4M 0.14% -59 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: 68 shares; 2024Q4: 68 shares; 2025Q1: 105 shares; 2025Q2: 62 shares; 2025Q3: 11 shares; 2025Q4: 10 shares; 2026Q1: 4,308 shares; 2026Q2: 4,389 shares 4,389 $7.39M 0.14% +81 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: 105,349 shares; 2024Q4: 98,846 shares; 2025Q1: 98,178 shares; 2025Q2: 96,603 shares; 2025Q3: 97,379 shares; 2025Q4: 93,908 shares; 2026Q1: 91,566 shares; 2026Q2: 86,997 shares 86,997 $7.31M 0.14% -4,569 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: 45,753 shares; 2024Q4: 47,539 shares; 2025Q1: 50,089 shares; 2025Q2: 51,755 shares; 2025Q3: 52,162 shares; 2025Q4: 53,210 shares; 2026Q1: 45,639 shares; 2026Q2: 45,727 shares 45,727 $7.23M 0.14% +88 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: 8,290 shares; 2024Q4: 10,215 shares; 2025Q1: 10,625 shares; 2025Q2: 10,973 shares; 2025Q3: 11,118 shares; 2025Q4: 11,198 shares; 2026Q1: 11,464 shares; 2026Q2: 11,166 shares 11,166 $7.15M 0.13% -298 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: 7,517 shares; 2025Q1: 7,300 shares; 2025Q2: 7,215 shares; 2025Q3: 7,902 shares; 2025Q4: 7,769 shares; 2026Q1: 7,768 shares; 2026Q2: 7,067 shares 7,067 $7.13M 0.13% -701 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: 108,617 shares; 2024Q4: 107,285 shares; 2025Q1: 107,328 shares; 2025Q2: 108,013 shares; 2025Q3: 108,546 shares; 2025Q4: 110,517 shares; 2026Q1: 118,216 shares; 2026Q2: 118,118 shares 118,118 $7.07M 0.13% -98 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: not reported; 2024Q4: 16,290 shares; 2025Q1: 17,161 shares; 2025Q2: 17,643 shares; 2025Q3: 17,832 shares; 2025Q4: 18,106 shares; 2026Q1: 18,974 shares; 2026Q2: 19,035 shares 19,035 $6.98M 0.13% +61 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: 21,708 shares; 2024Q4: 21,231 shares; 2025Q1: 22,052 shares; 2025Q2: 22,050 shares; 2025Q3: 22,028 shares; 2025Q4: 21,494 shares; 2026Q1: 21,039 shares; 2026Q2: 20,021 shares 20,021 $6.88M 0.13% -1,018 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: 29,948 shares; 2024Q4: 29,173 shares; 2025Q1: 29,053 shares; 2025Q2: 28,170 shares; 2025Q3: 28,143 shares; 2025Q4: 27,823 shares; 2026Q1: 27,797 shares; 2026Q2: 27,352 shares 27,352 $6.78M 0.13% -445 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: 15,380 shares; 2024Q4: 21,949 shares; 2025Q1: 21,581 shares; 2025Q2: 21,017 shares; 2025Q3: 20,833 shares; 2025Q4: 20,575 shares; 2026Q1: 20,455 shares; 2026Q2: 19,144 shares 19,144 $6.55M 0.12% -1,311 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: 45,325 shares; 2024Q4: 44,381 shares; 2025Q1: 47,218 shares; 2025Q2: 43,976 shares; 2025Q3: 43,494 shares; 2025Q4: 43,175 shares; 2026Q1: 44,035 shares; 2026Q2: 42,055 shares 42,055 $6.54M 0.12% -1,980 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: 27,535 shares; 2024Q4: 28,689 shares; 2025Q1: 30,061 shares; 2025Q2: 31,147 shares; 2025Q3: 31,338 shares; 2025Q4: 32,287 shares; 2026Q1: 33,423 shares; 2026Q2: 33,493 shares 33,493 $6.47M 0.12% +70 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: 15,096 shares; 2024Q4: 672 shares; 2025Q1: 362 shares; 2025Q2: 239 shares; 2025Q3: 227 shares; 2025Q4: 200 shares; 2026Q1: 18,054 shares; 2026Q2: 17,730 shares 17,730 $6.41M 0.12% -324 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: 78,344 shares; 2024Q4: 81,739 shares; 2025Q1: 85,503 shares; 2025Q2: 88,246 shares; 2025Q3: 88,645 shares; 2025Q4: 88,656 shares; 2026Q1: 92,223 shares; 2026Q2: 91,169 shares 91,169 $6.32M 0.12% -1,054 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: 80,308 shares; 2024Q4: 78,817 shares; 2025Q1: 79,522 shares; 2025Q2: 79,275 shares; 2025Q3: 79,082 shares; 2025Q4: 86,176 shares; 2026Q1: 92,497 shares; 2026Q2: 86,315 shares 86,315 $6.3M 0.12% -6,182 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,332 shares; 2024Q4: 12,965 shares; 2025Q1: 13,417 shares; 2025Q2: 13,833 shares; 2025Q3: 19,405 shares; 2025Q4: 19,780 shares; 2026Q1: 20,868 shares; 2026Q2: 20,373 shares 20,373 $6.27M 0.12% -495 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: 16,286 shares; 2024Q4: 16,286 shares; 2025Q1: 20,545 shares; 2025Q2: 20,561 shares; 2025Q3: 20,545 shares; 2025Q4: 20,743 shares; 2026Q1: 23,143 shares; 2026Q2: 23,323 shares 23,323 $6.21M 0.12% +180 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: 31,730 shares; 2024Q4: 69,676 shares; 2025Q1: 72,073 shares; 2025Q2: 74,518 shares; 2025Q3: 74,801 shares; 2025Q4: 75,739 shares; 2026Q1: 78,762 shares; 2026Q2: 78,723 shares 78,723 $6.16M 0.12% -39 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 386 shares; 2026Q1: 386 shares; 2026Q2: 117,570 shares 117,570 $6.14M 0.11% +117,184 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: 38,802 shares; 2024Q4: 40,587 shares; 2025Q1: 41,189 shares; 2025Q2: 41,759 shares; 2025Q3: 55,663 shares; 2025Q4: 54,533 shares; 2026Q1: 57,900 shares; 2026Q2: 11,761 shares 11,761 $6.08M 0.11% -46,139 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 140,250 shares; 2025Q1: 103,321 shares; 2025Q2: 92,681 shares; 2025Q3: 92,657 shares; 2025Q4: 92,657 shares; 2026Q1: 90,944 shares; 2026Q2: 22,054 shares 22,054 $6.04M 0.11% -68,890 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,730 shares; 2026Q1: 32,858 shares; 2026Q2: 33,247 shares 33,247 $6.03M 0.11% +389 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: 365 shares; 2024Q4: 816 shares; 2025Q1: 1,117 shares; 2025Q2: 3,527 shares; 2025Q3: 282,727 shares; 2025Q4: 288,940 shares; 2026Q1: 315,450 shares; 2026Q2: 315,072 shares 315,072 $6.01M 0.11% -378 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: 31,556 shares; 2024Q4: 33,169 shares; 2025Q1: 33,613 shares; 2025Q2: 33,037 shares; 2025Q3: 32,626 shares; 2025Q4: 31,380 shares; 2026Q1: 31,302 shares; 2026Q2: 26,933 shares 26,933 $5.95M 0.11% -4,369 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: 31,393 shares; 2024Q4: 33,100 shares; 2025Q1: 34,493 shares; 2025Q2: 35,793 shares; 2025Q3: 35,915 shares; 2025Q4: 36,293 shares; 2026Q1: 37,525 shares; 2026Q2: 37,473 shares 37,473 $5.89M 0.11% -52 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: 66,316 shares; 2024Q4: 12,747 shares; 2025Q1: 11,573 shares; 2025Q2: 11,451 shares; 2025Q3: 11,358 shares; 2025Q4: 11,639 shares; 2026Q1: 11,615 shares; 2026Q2: 10,693 shares 10,693 $5.52M 0.1% -922 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,865 shares; 2024Q4: 14,865 shares; 2025Q1: 14,865 shares; 2025Q2: 14,865 shares; 2025Q3: 14,865 shares; 2025Q4: 14,865 shares; 2026Q1: 14,865 shares; 2026Q2: 14,865 shares 14,865 $5.47M 0.1% 0 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: 74,115 shares; 2024Q4: 77,355 shares; 2025Q1: 79,861 shares; 2025Q2: 82,087 shares; 2025Q3: 82,622 shares; 2025Q4: 83,489 shares; 2026Q1: 85,432 shares; 2026Q2: 83,418 shares 83,418 $5.41M 0.1% -2,014 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: 33,265 shares; 2024Q4: 34,743 shares; 2025Q1: 36,398 shares; 2025Q2: 37,573 shares; 2025Q3: 37,747 shares; 2025Q4: 38,100 shares; 2026Q1: 39,625 shares; 2026Q2: 38,849 shares 38,849 $5.4M 0.1% -776 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: 20,272 shares; 2024Q4: 21,973 shares; 2025Q1: 24,833 shares; 2025Q2: 25,252 shares; 2025Q3: 25,252 shares; 2025Q4: 25,050 shares; 2026Q1: 29,742 shares; 2026Q2: 28,272 shares 28,272 $5.17M 0.1% -1,470 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: 944 shares; 2024Q4: 954 shares; 2025Q1: 876 shares; 2025Q2: 876 shares; 2025Q3: 854 shares; 2025Q4: 1,091 shares; 2026Q1: 1,247 shares; 2026Q2: 160,114 shares 160,114 $5.08M 0.09% +158,867 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,562 shares; 2024Q4: 2,568 shares; 2025Q1: 2,595 shares; 2025Q2: 2,349 shares; 2025Q3: 2,362 shares; 2025Q4: 2,356 shares; 2026Q1: 2,436 shares; 2026Q2: 23,373 shares 23,373 $5.06M 0.09% +20,937 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: 8,177 shares; 2024Q4: 8,247 shares; 2025Q1: 8,193 shares; 2025Q2: 8,157 shares; 2025Q3: 8,157 shares; 2025Q4: 9,777 shares; 2026Q1: 9,777 shares; 2026Q2: 57,732 shares 57,732 $4.96M 0.09% +47,955 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: 6,089 shares; 2024Q4: 6,177 shares; 2025Q1: 6,330 shares; 2025Q2: 6,464 shares; 2025Q3: 6,759 shares; 2025Q4: 7,685 shares; 2026Q1: 8,194 shares; 2026Q2: 8,259 shares 8,259 $4.91M 0.09% +65 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: 133,871 shares; 2024Q4: 144,123 shares; 2025Q1: 125,032 shares; 2025Q2: 136,510 shares; 2025Q3: 139,634 shares; 2025Q4: 141,373 shares; 2026Q1: 77,424 shares; 2026Q2: 70,646 shares 70,646 $4.85M 0.09% -6,778 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: 817 shares; 2024Q4: 817 shares; 2025Q1: 735 shares; 2025Q2: 1,311 shares; 2025Q3: 103,063 shares; 2025Q4: 106,335 shares; 2026Q1: 117,136 shares; 2026Q2: 117,000 shares 117,000 $4.81M 0.09% -136 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: 166,629 shares; 2024Q4: 195,161 shares; 2025Q1: 195,374 shares; 2025Q2: 97,256 shares; 2025Q3: 94,824 shares; 2025Q4: 89,510 shares; 2026Q1: 84,267 shares; 2026Q2: 79,824 shares 79,824 $4.81M 0.09% -4,443 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: 63,422 shares; 2024Q4: 63,157 shares; 2025Q1: 62,946 shares; 2025Q2: 62,554 shares; 2025Q3: 62,531 shares; 2025Q4: 64,271 shares; 2026Q1: 63,226 shares; 2026Q2: 63,160 shares 63,160 $4.75M 0.09% -66 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: 85,975 shares; 2024Q4: 86,804 shares; 2025Q1: 87,928 shares; 2025Q2: 87,895 shares; 2025Q3: 85,842 shares; 2025Q4: 81,995 shares; 2026Q1: 81,997 shares; 2026Q2: 80,799 shares 80,799 $4.68M 0.09% -1,198 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: 30,880 shares; 2024Q4: 31,127 shares; 2025Q1: 31,001 shares; 2025Q2: 31,482 shares; 2025Q3: 32,147 shares; 2025Q4: 32,250 shares; 2026Q1: 34,163 shares; 2026Q2: 33,801 shares 33,801 $4.65M 0.09% -362 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: 69 shares; 2024Q4: 69 shares; 2025Q1: 82 shares; 2025Q2: 4,576 shares; 2025Q3: 7,396 shares; 2025Q4: 7,502 shares; 2026Q1: 8,045 shares; 2026Q2: 8,046 shares 8,046 $4.63M 0.09% +1 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: 101,245 shares; 2024Q4: 106,174 shares; 2025Q1: 109,032 shares; 2025Q2: 110,510 shares; 2025Q3: 113,365 shares; 2025Q4: 180,235 shares; 2026Q1: 192,519 shares; 2026Q2: 29,057 shares 29,057 $4.61M 0.09% -163,462 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: 559 shares; 2024Q4: 590 shares; 2025Q1: 612 shares; 2025Q2: 602 shares; 2025Q3: 685 shares; 2025Q4: 610 shares; 2026Q1: 37,693 shares; 2026Q2: 38,069 shares 38,069 $4.59M 0.09% +376 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: 28,484 shares; 2024Q4: 29,679 shares; 2025Q1: 31,192 shares; 2025Q2: 32,244 shares; 2025Q3: 32,481 shares; 2025Q4: 32,856 shares; 2026Q1: 34,202 shares; 2026Q2: 33,464 shares 33,464 $4.59M 0.09% -738 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: 6,330 shares; 2024Q4: 6,567 shares; 2025Q1: 6,901 shares; 2025Q2: 7,151 shares; 2025Q3: 5,372 shares; 2025Q4: 5,432 shares; 2026Q1: 3,518 shares; 2026Q2: 3,478 shares 3,478 $4.52M 0.08% -40 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: 192,874 shares; 2024Q4: 186,001 shares; 2025Q1: 185,332 shares; 2025Q2: 187,473 shares; 2025Q3: 191,197 shares; 2025Q4: 190,100 shares; 2026Q1: 201,426 shares; 2026Q2: 192,090 shares 192,090 $4.5M 0.08% -9,336 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: 42,095 shares; 2024Q4: 43,869 shares; 2025Q1: 45,780 shares; 2025Q2: 47,266 shares; 2025Q3: 47,465 shares; 2025Q4: 48,186 shares; 2026Q1: 48,935 shares; 2026Q2: 49,054 shares 49,054 $4.46M 0.08% +119 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: 34,822 shares; 2024Q4: 35,356 shares; 2025Q1: 34,939 shares; 2025Q2: 33,620 shares; 2025Q3: 31,376 shares; 2025Q4: 30,005 shares; 2026Q1: 31,016 shares; 2026Q2: 28,164 shares 28,164 $4.45M 0.08% -2,852 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: 29,326 shares; 2024Q4: 27,821 shares; 2025Q1: 26,394 shares; 2025Q2: 25,726 shares; 2025Q3: 25,063 shares; 2025Q4: 22,502 shares; 2026Q1: 20,965 shares; 2026Q2: 19,132 shares 19,132 $4.43M 0.08% -1,833 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: 247 shares; 2025Q2: 247 shares; 2025Q3: 246 shares; 2025Q4: 31,101 shares; 2026Q1: 56,475 shares; 2026Q2: 54,791 shares 54,791 $4.37M 0.08% -1,684 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: 10,428 shares; 2024Q4: 10,508 shares; 2025Q1: 9,973 shares; 2025Q2: 9,777 shares; 2025Q3: 9,308 shares; 2025Q4: 9,168 shares; 2026Q1: 9,156 shares; 2026Q2: 35,822 shares 35,822 $4.35M 0.08% +26,666 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: 70,520 shares; 2024Q4: 62,892 shares; 2025Q1: 64,412 shares; 2025Q2: 57,738 shares; 2025Q3: 56,529 shares; 2025Q4: 53,515 shares; 2026Q1: 52,846 shares; 2026Q2: 52,782 shares 52,782 $4.33M 0.08% -64 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: 36,217 shares; 2024Q4: 35,562 shares; 2025Q1: 35,465 shares; 2025Q2: 34,624 shares; 2025Q3: 34,711 shares; 2025Q4: 34,139 shares; 2026Q1: 33,271 shares; 2026Q2: 31,384 shares 31,384 $4.28M 0.08% -1,887 Timeline CHYM CHIME FINL INC More: the full row for CHIME FINL 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: 192,910 shares; 2025Q4: 192,910 shares; 2026Q1: 192,910 shares; 2026Q2: 192,430 shares 192,430 $4.06M 0.08% -480 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: 4,480 shares; 2024Q4: 4,451 shares; 2025Q1: 4,368 shares; 2025Q2: 4,390 shares; 2025Q3: 4,386 shares; 2025Q4: 6,318 shares; 2026Q1: 7,737 shares; 2026Q2: 7,464 shares 7,464 $3.97M 0.07% -273 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: 23,437 shares; 2024Q4: 23,332 shares; 2025Q1: 25,828 shares; 2025Q2: 27,472 shares; 2025Q3: 27,472 shares; 2025Q4: 27,471 shares; 2026Q1: 27,171 shares; 2026Q2: 27,127 shares 27,127 $3.96M 0.07% -44 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,285 shares; 2024Q4: 25,892 shares; 2025Q1: 25,852 shares; 2025Q2: 25,752 shares; 2025Q3: 24,752 shares; 2025Q4: 24,752 shares; 2026Q1: 24,822 shares; 2026Q2: 24,822 shares 24,822 $3.94M 0.07% 0 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: 55,351 shares 55,351 $3.9M 0.07% new 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: 20,409 shares; 2024Q4: 23,169 shares; 2025Q1: 25,272 shares; 2025Q2: 22,674 shares; 2025Q3: 20,984 shares; 2025Q4: 21,723 shares; 2026Q1: 23,907 shares; 2026Q2: 23,928 shares 23,928 $3.84M 0.07% +21 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,527 shares; 2024Q4: 10,774 shares; 2025Q1: 10,774 shares; 2025Q2: 10,527 shares; 2025Q3: 10,527 shares; 2025Q4: 21,933 shares; 2026Q1: 21,189 shares; 2026Q2: 21,189 shares 21,189 $3.8M 0.07% 0 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: 24,829 shares; 2026Q2: 25,028 shares 25,028 $3.8M 0.07% +199 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: 105 shares; 2024Q4: 105 shares; 2025Q1: 46 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 16,009 shares; 2026Q2: 24,980 shares 24,980 $3.65M 0.07% +8,971 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,793 shares; 2024Q4: 86,144 shares; 2025Q1: 85,314 shares; 2025Q2: 89,329 shares; 2025Q3: 89,759 shares; 2025Q4: 119,387 shares; 2026Q1: 121,927 shares; 2026Q2: 121,927 shares 121,927 $3.6M 0.07% 0 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: 21,331 shares; 2024Q4: 22,246 shares; 2025Q1: 23,127 shares; 2025Q2: 23,888 shares; 2025Q3: 23,991 shares; 2025Q4: 23,641 shares; 2026Q1: 10,009 shares; 2026Q2: 10,054 shares 10,054 $3.58M 0.07% +45 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: 47,819 shares; 2024Q4: 49,215 shares; 2025Q1: 46,288 shares; 2025Q2: 45,711 shares; 2025Q3: 42,878 shares; 2025Q4: 41,316 shares; 2026Q1: 42,688 shares; 2026Q2: 34,334 shares 34,334 $3.56M 0.07% -8,354 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: 9,185 shares; 2024Q4: 8,067 shares; 2025Q1: 10,253 shares; 2025Q2: 10,253 shares; 2025Q3: 10,253 shares; 2025Q4: 11,014 shares; 2026Q1: 12,045 shares; 2026Q2: 22,931 shares 22,931 $3.51M 0.07% +10,886 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: 25,317 shares; 2026Q2: 25,303 shares 25,303 $3.38M 0.06% -14 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: 13,191 shares; 2024Q4: 13,401 shares; 2025Q1: 13,428 shares; 2025Q2: 13,118 shares; 2025Q3: 12,947 shares; 2025Q4: 12,658 shares; 2026Q1: 12,408 shares; 2026Q2: 12,123 shares 12,123 $3.29M 0.06% -285 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: 292 shares; 2024Q4: 1,233 shares; 2025Q1: 1,295 shares; 2025Q2: 1,269 shares; 2025Q3: 1,697 shares; 2025Q4: 1,499 shares; 2026Q1: 1,451 shares; 2026Q2: 106,776 shares 106,776 $3.25M 0.06% +105,325 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: 232,978 shares; 2024Q4: 245,184 shares; 2025Q1: 254,529 shares; 2025Q2: 263,037 shares; 2025Q3: 264,596 shares; 2025Q4: 265,819 shares; 2026Q1: 112,764 shares; 2026Q2: 110,584 shares 110,584 $3.24M 0.06% -2,180 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: 6,003 shares; 2024Q4: 11,661 shares; 2025Q1: 11,591 shares; 2025Q2: 11,577 shares; 2025Q3: 12,591 shares; 2025Q4: 10,150 shares; 2026Q1: 9,486 shares; 2026Q2: 9,565 shares 9,565 $3.22M 0.06% +79 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,117 shares; 2024Q4: 20,117 shares; 2025Q1: 22,193 shares; 2025Q2: 23,045 shares; 2025Q3: 20,806 shares; 2025Q4: 20,988 shares; 2026Q1: 19,533 shares; 2026Q2: 19,533 shares 19,533 $3.21M 0.06% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,959 shares; 2024Q4: 21,389 shares; 2025Q1: 21,313 shares; 2025Q2: 18,853 shares; 2025Q3: 18,616 shares; 2025Q4: 19,693 shares; 2026Q1: 19,599 shares; 2026Q2: 20,387 shares 20,387 $3.14M 0.06% +788 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: 6,034 shares; 2024Q4: 6,034 shares; 2025Q1: 6,034 shares; 2025Q2: 6,034 shares; 2025Q3: 6,033 shares; 2025Q4: 6,033 shares; 2026Q1: 6,640 shares; 2026Q2: 6,259 shares 6,259 $3.13M 0.06% -381 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: 668 shares; 2024Q4: 839 shares; 2025Q1: 789 shares; 2025Q2: 1,203 shares; 2025Q3: 1,270 shares; 2025Q4: 1,265 shares; 2026Q1: 1,739 shares; 2026Q2: 1,716 shares 1,716 $3.11M 0.06% -23 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: 51,125 shares; 2024Q4: 53,974 shares; 2025Q1: 56,043 shares; 2025Q2: 57,862 shares; 2025Q3: 58,193 shares; 2025Q4: 58,945 shares; 2026Q1: 60,889 shares; 2026Q2: 58,944 shares 58,944 $3.08M 0.06% -1,945 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: 3,153 shares; 2024Q4: 29,607 shares; 2025Q1: 29,607 shares; 2025Q2: 29,607 shares; 2025Q3: 29,607 shares; 2025Q4: 29,057 shares; 2026Q1: 29,057 shares; 2026Q2: 28,949 shares 28,949 $3.06M 0.06% -108 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: 13,730 shares; 2024Q4: 11,413 shares; 2025Q1: 11,580 shares; 2025Q2: 11,681 shares; 2025Q3: 11,666 shares; 2025Q4: 11,138 shares; 2026Q1: 11,700 shares; 2026Q2: 10,419 shares 10,419 $3.06M 0.06% -1,281 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: 3,722 shares; 2024Q4: 3,680 shares; 2025Q1: 3,612 shares; 2025Q2: 3,620 shares; 2025Q3: 3,441 shares; 2025Q4: 5,986 shares; 2026Q1: 6,105 shares; 2026Q2: 5,660 shares 5,660 $3.03M 0.06% -445 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: 148,468 shares; 2024Q4: 150,411 shares; 2025Q1: 149,907 shares; 2025Q2: 87,704 shares; 2025Q3: 82,155 shares; 2025Q4: 76,749 shares; 2026Q1: 75,882 shares; 2026Q2: 70,487 shares 70,487 $3M 0.06% -5,395 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: 50,741 shares; 2024Q4: 51,769 shares; 2025Q1: 44,900 shares; 2025Q2: 44,072 shares; 2025Q3: 32,025 shares; 2025Q4: 32,131 shares; 2026Q1: 31,793 shares; 2026Q2: 30,485 shares 30,485 $3M 0.06% -1,308 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: 15,286 shares; 2024Q4: 15,057 shares; 2025Q1: 17,431 shares; 2025Q2: 18,689 shares; 2025Q3: 18,242 shares; 2025Q4: 18,266 shares; 2026Q1: 18,283 shares; 2026Q2: 18,525 shares 18,525 $2.96M 0.06% +242 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: 17,825 shares; 2024Q4: 17,825 shares; 2025Q1: 17,494 shares; 2025Q2: 17,711 shares; 2025Q3: 18,010 shares; 2025Q4: 17,685 shares; 2026Q1: 17,580 shares; 2026Q2: 17,580 shares 17,580 $2.91M 0.05% 0 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: 11,140 shares; 2024Q4: 13,013 shares; 2025Q1: 14,093 shares; 2025Q2: 14,093 shares; 2025Q3: 17,563 shares; 2025Q4: 17,563 shares; 2026Q1: 17,563 shares; 2026Q2: 21,923 shares 21,923 $2.9M 0.05% +4,360 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: 10,925 shares; 2024Q4: 10,641 shares; 2025Q1: 10,641 shares; 2025Q2: 10,641 shares; 2025Q3: 10,841 shares; 2025Q4: 10,842 shares; 2026Q1: 13,018 shares; 2026Q2: 12,925 shares 12,925 $2.78M 0.05% -93 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: 3,804 shares; 2024Q4: 3,804 shares; 2025Q1: 15,167 shares; 2025Q2: 16,618 shares; 2025Q3: 18,658 shares; 2025Q4: 21,454 shares; 2026Q1: 20,286 shares; 2026Q2: 20,289 shares 20,289 $2.76M 0.05% +3 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: 21,585 shares; 2024Q4: 22,457 shares; 2025Q1: 23,524 shares; 2025Q2: 24,371 shares; 2025Q3: 24,467 shares; 2025Q4: 24,842 shares; 2026Q1: 25,713 shares; 2026Q2: 25,398 shares 25,398 $2.75M 0.05% -315 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: 33,201 shares; 2024Q4: 33,051 shares; 2025Q1: 33,851 shares; 2025Q2: 34,218 shares; 2025Q3: 32,342 shares; 2025Q4: 26,042 shares; 2026Q1: 25,408 shares; 2026Q2: 25,408 shares 25,408 $2.72M 0.05% 0 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: 15,778 shares; 2024Q4: 15,690 shares; 2025Q1: 15,790 shares; 2025Q2: 15,828 shares; 2025Q3: 15,774 shares; 2025Q4: 16,223 shares; 2026Q1: 16,226 shares; 2026Q2: 16,214 shares 16,214 $2.72M 0.05% -12 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: 14,181 shares; 2025Q1: 13,714 shares; 2025Q2: 13,683 shares; 2025Q3: 16,015 shares; 2025Q4: 16,085 shares; 2026Q1: 15,647 shares; 2026Q2: 15,932 shares 15,932 $2.65M 0.05% +285 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: 31,628 shares; 2024Q4: 24,018 shares; 2025Q1: 20,316 shares; 2025Q2: 19,250 shares; 2025Q3: 19,186 shares; 2025Q4: 18,231 shares; 2026Q1: 21,091 shares; 2026Q2: 19,357 shares 19,357 $2.61M 0.05% -1,734 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: 56,783 shares; 2024Q4: 65,652 shares; 2025Q1: 62,431 shares; 2025Q2: 61,491 shares; 2025Q3: 60,176 shares; 2025Q4: 55,718 shares; 2026Q1: 55,162 shares; 2026Q2: 55,573 shares 55,573 $2.6M 0.05% +411 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,482 shares; 2024Q4: 19,374 shares; 2025Q1: 19,348 shares; 2025Q2: 19,306 shares; 2025Q3: 19,078 shares; 2025Q4: 18,628 shares; 2026Q1: 18,598 shares; 2026Q2: 91,490 shares 91,490 $2.57M 0.05% +72,892 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: 41,438 shares; 2024Q4: 40,800 shares; 2025Q1: 40,920 shares; 2025Q2: 40,263 shares; 2025Q3: 43,007 shares; 2025Q4: 40,104 shares; 2026Q1: 39,843 shares; 2026Q2: 37,134 shares 37,134 $2.55M 0.05% -2,709 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: 3,784 shares; 2024Q4: 3,784 shares; 2025Q1: 3,784 shares; 2025Q2: 3,784 shares; 2025Q3: 3,784 shares; 2025Q4: 3,784 shares; 2026Q1: 3,784 shares; 2026Q2: 10,904 shares 10,904 $2.53M 0.05% +7,120 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: 6,117 shares; 2024Q4: 6,117 shares; 2025Q1: 6,077 shares; 2025Q2: 6,077 shares; 2025Q3: 6,053 shares; 2025Q4: 7,051 shares; 2026Q1: 9,617 shares; 2026Q2: 10,090 shares 10,090 $2.39M 0.04% +473 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: 31,000 shares; 2024Q4: 30,846 shares; 2025Q1: 32,315 shares; 2025Q2: 30,701 shares; 2025Q3: 41,451 shares; 2025Q4: 49,426 shares; 2026Q1: 43,096 shares; 2026Q2: 43,175 shares 43,175 $2.35M 0.04% +79 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: 22,345 shares; 2024Q4: 19,962 shares; 2025Q1: 16,753 shares; 2025Q2: 16,501 shares; 2025Q3: 16,583 shares; 2025Q4: 16,901 shares; 2026Q1: 16,345 shares; 2026Q2: 16,031 shares 16,031 $2.3M 0.04% -314 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: 13,082 shares; 2026Q2: 44,683 shares 44,683 $2.3M 0.04% +31,601 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: 17,717 shares; 2024Q4: 13,634 shares; 2025Q1: 13,327 shares; 2025Q2: 13,252 shares; 2025Q3: 13,172 shares; 2025Q4: 14,847 shares; 2026Q1: 18,367 shares; 2026Q2: 16,192 shares 16,192 $2.28M 0.04% -2,175 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: 10,420 shares; 2024Q4: 10,172 shares; 2025Q1: 10,111 shares; 2025Q2: 9,915 shares; 2025Q3: 9,970 shares; 2025Q4: 9,732 shares; 2026Q1: 9,618 shares; 2026Q2: 9,267 shares 9,267 $2.28M 0.04% -351 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: 47,699 shares; 2024Q4: 54,988 shares; 2025Q1: 57,044 shares; 2025Q2: 19,451 shares; 2025Q3: 18,114 shares; 2025Q4: 16,449 shares; 2026Q1: 15,431 shares; 2026Q2: 13,259 shares 13,259 $2.25M 0.04% -2,172 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: 30,777 shares; 2024Q4: 30,633 shares; 2025Q1: 30,108 shares; 2025Q2: 28,185 shares; 2025Q3: 25,724 shares; 2025Q4: 24,310 shares; 2026Q1: 24,303 shares; 2026Q2: 23,454 shares 23,454 $2.23M 0.04% -849 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: 27,069 shares; 2024Q4: 26,885 shares; 2025Q1: 26,805 shares; 2025Q2: 26,655 shares; 2025Q3: 26,514 shares; 2025Q4: 26,410 shares; 2026Q1: 27,264 shares; 2026Q2: 24,947 shares 24,947 $2.17M 0.04% -2,317 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: 300 shares; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 301 shares; 2025Q3: 480 shares; 2025Q4: 301 shares; 2026Q1: 97,843 shares; 2026Q2: 94,559 shares 94,559 $2.15M 0.04% -3,284 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,500 shares; 2024Q4: 25,500 shares; 2025Q1: 25,500 shares; 2025Q2: 25,500 shares; 2025Q3: 25,500 shares; 2025Q4: 25,500 shares; 2026Q1: 25,500 shares; 2026Q2: 25,500 shares 25,500 $2.08M 0.04% 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: 31,942 shares; 2024Q4: 31,316 shares; 2025Q1: 30,272 shares; 2025Q2: 30,238 shares; 2025Q3: 30,238 shares; 2025Q4: 30,066 shares; 2026Q1: 30,477 shares; 2026Q2: 27,093 shares 27,093 $2.05M 0.04% -3,384 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78 shares; 2026Q1: 5,825 shares; 2026Q2: 5,822 shares 5,822 $2.02M 0.04% -3 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: 38,018 shares; 2024Q4: 45,159 shares; 2025Q1: 45,032 shares; 2025Q2: 46,408 shares; 2025Q3: 45,266 shares; 2025Q4: 40,642 shares; 2026Q1: 39,021 shares; 2026Q2: 39,304 shares 39,304 $2.01M 0.04% +283 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: 8,532 shares; 2024Q4: 7,824 shares; 2025Q1: 6,332 shares; 2025Q2: 6,378 shares; 2025Q3: 6,695 shares; 2025Q4: 6,545 shares; 2026Q1: 6,449 shares; 2026Q2: 5,981 shares 5,981 $1.97M 0.04% -468 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: 3,873 shares; 2024Q4: 3,873 shares; 2025Q1: 7,745 shares; 2025Q2: 9,545 shares; 2025Q3: 8,373 shares; 2025Q4: 8,373 shares; 2026Q1: 8,373 shares; 2026Q2: 8,375 shares 8,375 $1.93M 0.04% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 390 shares; 2025Q3: 606 shares; 2025Q4: 6,745 shares; 2026Q1: 6,743 shares; 2026Q2: 18,786 shares 18,786 $1.79M 0.03% +12,043 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,087 shares; 2024Q4: 6,556 shares; 2025Q1: 7,224 shares; 2025Q2: 7,368 shares; 2025Q3: 7,105 shares; 2025Q4: 6,769 shares; 2026Q1: 6,953 shares; 2026Q2: 6,946 shares 6,946 $1.75M 0.03% -7 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: 16,276 shares; 2024Q4: 4,672 shares; 2025Q1: 6,108 shares; 2025Q2: 6,174 shares; 2025Q3: 5,830 shares; 2025Q4: 4,809 shares; 2026Q1: 3,976 shares; 2026Q2: 3,144 shares 3,144 $1.74M 0.03% -832 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: 35,360 shares; 2024Q4: 36,806 shares; 2025Q1: 37,816 shares; 2025Q2: 39,120 shares; 2025Q3: 7,740 shares; 2025Q4: 6,004 shares; 2026Q1: 5,203 shares; 2026Q2: 4,138 shares 4,138 $1.73M 0.03% -1,065 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: 4,964 shares; 2024Q4: 4,964 shares; 2025Q1: 7,982 shares; 2025Q2: 9,994 shares; 2025Q3: 9,994 shares; 2025Q4: 9,994 shares; 2026Q1: 9,844 shares; 2026Q2: 9,845 shares 9,845 $1.72M 0.03% +1 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: 2,550 shares; 2024Q4: 2,469 shares; 2025Q1: 2,742 shares; 2025Q2: 2,741 shares; 2025Q3: 2,462 shares; 2025Q4: 3,029 shares; 2026Q1: 3,065 shares; 2026Q2: 3,044 shares 3,044 $1.67M 0.03% -21 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: 129,127 shares; 2024Q4: 123,620 shares; 2025Q1: 115,357 shares; 2025Q2: 106,471 shares; 2025Q3: 99,349 shares; 2025Q4: 87,176 shares; 2026Q1: 84,934 shares; 2026Q2: 69,206 shares 69,206 $1.67M 0.03% -15,728 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: 242 shares; 2024Q4: 1,490 shares; 2025Q1: 120,390 shares; 2025Q2: 123,290 shares; 2025Q3: 171,477 shares; 2025Q4: 173,394 shares; 2026Q1: 55,277 shares; 2026Q2: 48,443 shares 48,443 $1.66M 0.03% -6,834 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: 12,975 shares; 2024Q4: 12,905 shares; 2025Q1: 12,905 shares; 2025Q2: 12,905 shares; 2025Q3: 12,650 shares; 2025Q4: 12,355 shares; 2026Q1: 12,355 shares; 2026Q2: 12,326 shares 12,326 $1.66M 0.03% -29 Timeline CWB 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: 19,440 shares; 2024Q4: 19,440 shares; 2025Q1: 18,440 shares; 2025Q2: 18,440 shares; 2025Q3: 17,940 shares; 2025Q4: 17,815 shares; 2026Q1: 16,515 shares; 2026Q2: 15,915 shares 15,915 $1.65M 0.03% -600 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: 18,749 shares; 2024Q4: 18,749 shares; 2025Q1: 18,749 shares; 2025Q2: 18,749 shares; 2025Q3: 18,749 shares; 2025Q4: 18,749 shares; 2026Q1: 18,749 shares; 2026Q2: 18,749 shares 18,749 $1.63M 0.03% 0 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: 5,894 shares; 2024Q4: 5,140 shares; 2025Q1: 4,983 shares; 2025Q2: 5,021 shares; 2025Q3: 4,935 shares; 2025Q4: 5,368 shares; 2026Q1: 7,183 shares; 2026Q2: 6,727 shares 6,727 $1.62M 0.03% -456 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 761 shares; 2024Q4: 771 shares; 2025Q1: 744 shares; 2025Q2: 744 shares; 2025Q3: 1,255 shares; 2025Q4: 1,312 shares; 2026Q1: 50,738 shares; 2026Q2: 50,638 shares 50,638 $1.59M 0.03% -100 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: 7,255 shares; 2024Q4: 9,288 shares; 2025Q1: 8,109 shares; 2025Q2: 6,768 shares; 2025Q3: 6,669 shares; 2025Q4: 6,669 shares; 2026Q1: 6,586 shares; 2026Q2: 6,586 shares 6,586 $1.59M 0.03% 0 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: 5,713 shares; 2024Q4: 5,636 shares; 2025Q1: 5,634 shares; 2025Q2: 5,867 shares; 2025Q3: 5,571 shares; 2025Q4: 5,633 shares; 2026Q1: 5,316 shares; 2026Q2: 5,211 shares 5,211 $1.59M 0.03% -105 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,909 shares; 2024Q4: 7,832 shares; 2025Q1: 7,746 shares; 2025Q2: 7,746 shares; 2025Q3: 7,721 shares; 2025Q4: 7,708 shares; 2026Q1: 7,723 shares; 2026Q2: 7,668 shares 7,668 $1.58M 0.03% -55 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,086 shares; 2024Q4: 38,661 shares; 2025Q1: 38,661 shares; 2025Q2: 38,661 shares; 2025Q3: 37,128 shares; 2025Q4: 37,128 shares; 2026Q1: 37,128 shares; 2026Q2: 36,998 shares 36,998 $1.55M 0.03% -130 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: 5,076 shares; 2024Q4: 5,076 shares; 2025Q1: 7,992 shares; 2025Q2: 9,936 shares; 2025Q3: 10,876 shares; 2025Q4: 10,876 shares; 2026Q1: 10,876 shares; 2026Q2: 10,876 shares 10,876 $1.54M 0.03% 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: 27,963 shares; 2024Q4: 39,557 shares; 2025Q1: 41,613 shares; 2025Q2: 39,890 shares; 2025Q3: 39,890 shares; 2025Q4: 39,679 shares; 2026Q1: 38,476 shares; 2026Q2: 38,476 shares 38,476 $1.54M 0.03% 0 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: 5,219 shares; 2024Q4: 11,592 shares; 2025Q1: 11,386 shares; 2025Q2: 11,237 shares; 2025Q3: 10,652 shares; 2025Q4: 10,652 shares; 2026Q1: 10,442 shares; 2026Q2: 10,872 shares 10,872 $1.54M 0.03% +430 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: 540 shares; 2024Q4: 540 shares; 2025Q1: 544 shares; 2025Q2: 544 shares; 2025Q3: 544 shares; 2025Q4: 544 shares; 2026Q1: 1,134 shares; 2026Q2: 1,298 shares 1,298 $1.53M 0.03% +164 CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,542 shares; 2024Q4: 17,360 shares; 2025Q1: 18,333 shares; 2025Q2: 18,004 shares; 2025Q3: 19,315 shares; 2025Q4: 18,781 shares; 2026Q1: 18,092 shares; 2026Q2: 17,558 shares 17,558 $1.52M 0.03% -534 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,327 shares; 2024Q4: 17,689 shares; 2025Q1: 19,857 shares; 2025Q2: 19,540 shares; 2025Q3: 19,156 shares; 2025Q4: 19,912 shares; 2026Q1: 18,101 shares; 2026Q2: 17,903 shares 17,903 $1.51M 0.03% -198 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: 26,823 shares; 2024Q4: 30,466 shares; 2025Q1: 34,562 shares; 2025Q2: 49,358 shares; 2025Q3: 47,338 shares; 2025Q4: 47,776 shares; 2026Q1: 62,275 shares; 2026Q2: 41,419 shares 41,419 $1.47M 0.03% -20,856 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,710 shares 3,710 $1.45M 0.03% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,766 shares; 2024Q4: 7,416 shares; 2025Q1: 7,416 shares; 2025Q2: 7,416 shares; 2025Q3: 7,416 shares; 2025Q4: 7,415 shares; 2026Q1: 7,415 shares; 2026Q2: 7,417 shares 7,417 $1.43M 0.03% +2 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: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares; 2026Q2: 15,272 shares 15,272 $1.4M 0.03% +11,672 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,173 shares; 2024Q4: 24,739 shares; 2025Q1: 24,714 shares; 2025Q2: 24,714 shares; 2025Q3: 24,714 shares; 2025Q4: 24,112 shares; 2026Q1: 24,112 shares; 2026Q2: 23,926 shares 23,926 $1.39M 0.03% -186 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: 100,256 shares; 2024Q4: 104,133 shares; 2025Q1: 14,182 shares; 2025Q2: 14,309 shares; 2025Q3: 13,483 shares; 2025Q4: 12,143 shares; 2026Q1: 12,154 shares; 2026Q2: 10,281 shares 10,281 $1.38M 0.03% -1,873 Timeline PKW 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: 9,600 shares; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares; 2025Q4: 9,600 shares; 2026Q1: 9,600 shares; 2026Q2: 9,600 shares 9,600 $1.38M 0.03% 0 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: 4,223 shares; 2024Q4: 4,199 shares; 2025Q1: 4,355 shares; 2025Q2: 4,306 shares; 2025Q3: 4,981 shares; 2025Q4: 4,330 shares; 2026Q1: 6,496 shares; 2026Q2: 23,121 shares 23,121 $1.37M 0.03% +16,625 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: 6,571 shares; 2024Q4: 6,571 shares; 2025Q1: 7,014 shares; 2025Q2: 7,014 shares; 2025Q3: 6,303 shares; 2025Q4: 12,606 shares; 2026Q1: 11,558 shares; 2026Q2: 11,558 shares 11,558 $1.36M 0.03% 0 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: 1,545 shares; 2024Q4: 1,545 shares; 2025Q1: 1,553 shares; 2025Q2: 1,553 shares; 2025Q3: 1,572 shares; 2025Q4: 1,574 shares; 2026Q1: 1,687 shares; 2026Q2: 6,173 shares 6,173 $1.35M 0.03% +4,486 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,824 shares; 2024Q4: 5,824 shares; 2025Q1: 5,865 shares; 2025Q2: 5,858 shares; 2025Q3: 5,858 shares; 2025Q4: 5,528 shares; 2026Q1: 25,315 shares; 2026Q2: 25,315 shares 25,315 $1.34M 0.03% 0 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: 8,645 shares; 2024Q4: 7,435 shares; 2025Q1: 7,125 shares; 2025Q2: 7,125 shares; 2025Q3: 7,125 shares; 2025Q4: 25,445 shares; 2026Q1: 25,440 shares; 2026Q2: 25,310 shares 25,310 $1.32M 0.02% -130 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,295 shares; 2024Q4: 12,295 shares; 2025Q1: 12,295 shares; 2025Q2: 12,295 shares; 2025Q3: 12,362 shares; 2025Q4: 12,362 shares; 2026Q1: 12,295 shares; 2026Q2: 12,295 shares 12,295 $1.3M 0.02% 0 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: 6,451 shares; 2024Q4: 6,451 shares; 2025Q1: 6,451 shares; 2025Q2: 6,451 shares; 2025Q3: 7,126 shares; 2025Q4: 6,451 shares; 2026Q1: 6,451 shares; 2026Q2: 6,451 shares 6,451 $1.29M 0.02% 0 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: 4,541 shares; 2024Q4: 4,554 shares; 2025Q1: 5,058 shares; 2025Q2: 4,662 shares; 2025Q3: 4,670 shares; 2025Q4: 4,680 shares; 2026Q1: 4,147 shares; 2026Q2: 4,151 shares 4,151 $1.29M 0.02% +4 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: 30,185 shares; 2024Q4: 31,982 shares; 2025Q1: 39,375 shares; 2025Q2: 40,560 shares; 2025Q3: 42,268 shares; 2025Q4: 90,899 shares; 2026Q1: 20,173 shares; 2026Q2: 11,467 shares 11,467 $1.27M 0.02% -8,706 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: 2,202 shares; 2024Q4: 2,202 shares; 2025Q1: 2,202 shares; 2025Q2: 2,202 shares; 2025Q3: 2,202 shares; 2025Q4: 4,196 shares; 2026Q1: 4,196 shares; 2026Q2: 4,196 shares 4,196 $1.26M 0.02% 0 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: 138,925 shares; 2024Q4: 147,381 shares; 2025Q1: 152,464 shares; 2025Q2: 155,967 shares; 2025Q3: 159,533 shares; 2025Q4: 115,725 shares; 2026Q1: 28,500 shares; 2026Q2: 19,643 shares 19,643 $1.23M 0.02% -8,857 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: 55,380 shares; 2024Q4: 57,157 shares; 2025Q1: 59,911 shares; 2025Q2: 61,671 shares; 2025Q3: 61,833 shares; 2025Q4: 62,261 shares; 2026Q1: 67,503 shares; 2026Q2: 10,626 shares 10,626 $1.23M 0.02% -56,877 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: 75,959 shares; 2024Q4: 99,040 shares; 2025Q1: 95,097 shares; 2025Q2: 89,508 shares; 2025Q3: 91,727 shares; 2025Q4: 88,763 shares; 2026Q1: 85,871 shares; 2026Q2: 58,064 shares 58,064 $1.22M 0.02% -27,807 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: 6,620 shares; 2024Q4: 6,620 shares; 2025Q1: 6,620 shares; 2025Q2: 6,616 shares; 2025Q3: 7,182 shares; 2025Q4: 7,140 shares; 2026Q1: 7,198 shares; 2026Q2: 6,682 shares 6,682 $1.21M 0.02% -516 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: 932 shares; 2024Q4: 1,056 shares; 2025Q1: 1,265 shares; 2025Q2: 1,295 shares; 2025Q3: 1,492 shares; 2025Q4: 1,886 shares; 2026Q1: 1,782 shares; 2026Q2: 1,793 shares 1,793 $1.18M 0.02% +11 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: 11,461 shares; 2024Q4: 12,205 shares; 2025Q1: 12,815 shares; 2025Q2: 12,437 shares; 2025Q3: 10,391 shares; 2025Q4: 10,422 shares; 2026Q1: 9,698 shares; 2026Q2: 9,140 shares 9,140 $1.17M 0.02% -558 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: 34,311 shares; 2024Q4: 102,753 shares; 2025Q1: 102,846 shares; 2025Q2: 101,757 shares; 2025Q3: 100,233 shares; 2025Q4: 100,136 shares; 2026Q1: 98,871 shares; 2026Q2: 35,831 shares 35,831 $1.16M 0.02% -63,040 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: 11,124 shares; 2024Q4: 11,107 shares; 2025Q1: 10,888 shares; 2025Q2: 10,742 shares; 2025Q3: 10,616 shares; 2025Q4: 10,493 shares; 2026Q1: 11,227 shares; 2026Q2: 10,109 shares 10,109 $1.16M 0.02% -1,118 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: 1,676 shares; 2024Q4: 1,676 shares; 2025Q1: 3,201 shares; 2025Q2: 16,922 shares; 2025Q3: 14,677 shares; 2025Q4: 35,057 shares; 2026Q1: 30,124 shares; 2026Q2: 20,965 shares 20,965 $1.15M 0.02% -9,159 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: 9,489 shares; 2024Q4: 9,489 shares; 2025Q1: 9,489 shares; 2025Q2: 9,489 shares; 2025Q3: 9,489 shares; 2025Q4: 9,489 shares; 2026Q1: 9,509 shares; 2026Q2: 9,409 shares 9,409 $1.14M 0.02% -100 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: 986 shares; 2024Q4: 984 shares; 2025Q1: 865 shares; 2025Q2: 869 shares; 2025Q3: 857 shares; 2025Q4: 853 shares; 2026Q1: 851 shares; 2026Q2: 858 shares 858 $1.14M 0.02% +7 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: 3,325 shares; 2024Q4: 3,325 shares; 2025Q1: 3,344 shares; 2025Q2: 3,442 shares; 2025Q3: 3,126 shares; 2025Q4: 3,028 shares; 2026Q1: 3,028 shares; 2026Q2: 12,729 shares 12,729 $1.14M 0.02% +9,701 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: 37,701 shares; 2026Q2: 36,591 shares 36,591 $1.14M 0.02% -1,110 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: 4,178 shares; 2024Q4: 4,094 shares; 2025Q1: 3,592 shares; 2025Q2: 2,792 shares; 2025Q3: 2,785 shares; 2025Q4: 2,703 shares; 2026Q1: 2,814 shares; 2026Q2: 8,818 shares 8,818 $1.13M 0.02% +6,004 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,005 shares; 2025Q3: 10,002 shares; 2025Q4: 10,753 shares; 2026Q1: 10,016 shares; 2026Q2: 10,013 shares 10,013 $1.13M 0.02% -3 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: 17,903 shares; 2024Q4: 17,973 shares; 2025Q1: 18,136 shares; 2025Q2: 17,485 shares; 2025Q3: 18,929 shares; 2025Q4: 17,313 shares; 2026Q1: 16,415 shares; 2026Q2: 15,161 shares 15,161 $1.11M 0.02% -1,254 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,131 shares; 2024Q4: 2,131 shares; 2025Q1: 2,131 shares; 2025Q2: 2,131 shares; 2025Q3: 2,131 shares; 2025Q4: 24,706 shares; 2026Q1: 48,531 shares; 2026Q2: 48,531 shares 48,531 $1.11M 0.02% 0 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: 23,182 shares; 2024Q4: 7,613 shares; 2025Q1: 5,844 shares; 2025Q2: 5,877 shares; 2025Q3: 5,454 shares; 2025Q4: 5,531 shares; 2026Q1: 5,697 shares; 2026Q2: 11,268 shares 11,268 $1.11M 0.02% +5,571 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: 66,467 shares; 2024Q4: 62,129 shares; 2025Q1: 53,783 shares; 2025Q2: 35,256 shares; 2025Q3: 33,126 shares; 2025Q4: 30,750 shares; 2026Q1: 29,536 shares; 2026Q2: 25,449 shares 25,449 $1.1M 0.02% -4,087 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,963 shares; 2024Q4: 5,963 shares; 2025Q1: 5,963 shares; 2025Q2: 7,193 shares; 2025Q3: 7,193 shares; 2025Q4: 7,774 shares; 2026Q1: 8,173 shares; 2026Q2: 8,064 shares 8,064 $1.09M 0.02% -109 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 355 shares; 2025Q2: 326 shares; 2025Q3: 426 shares; 2025Q4: 2,090 shares; 2026Q1: 1,846 shares; 2026Q2: 1,854 shares 1,854 $1.08M 0.02% +8 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: 1,515 shares; 2024Q4: 1,515 shares; 2025Q1: 1,515 shares; 2025Q2: 1,560 shares; 2025Q3: 1,602 shares; 2025Q4: 1,600 shares; 2026Q1: 1,585 shares; 2026Q2: 4,798 shares 4,798 $1.07M 0.02% +3,213 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,152 shares; 2024Q4: 4,123 shares; 2025Q1: 4,098 shares; 2025Q2: 4,036 shares; 2025Q3: 4,049 shares; 2025Q4: 4,035 shares; 2026Q1: 3,872 shares; 2026Q2: 3,709 shares 3,709 $1.06M 0.02% -163 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: 6,532 shares; 2024Q4: 6,575 shares; 2025Q1: 14,754 shares; 2025Q2: 14,902 shares; 2025Q3: 14,756 shares; 2025Q4: 13,431 shares; 2026Q1: 11,926 shares; 2026Q2: 11,535 shares 11,535 $1.06M 0.02% -391 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: 2,927 shares; 2024Q4: 2,895 shares; 2025Q1: 2,895 shares; 2025Q2: 2,969 shares; 2025Q3: 3,045 shares; 2025Q4: 3,014 shares; 2026Q1: 3,020 shares; 2026Q2: 3,058 shares 3,058 $1.04M 0.02% +38 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,905 shares; 2024Q4: 1,905 shares; 2025Q1: 1,782 shares; 2025Q2: 2,185 shares; 2025Q3: 2,185 shares; 2025Q4: 4,632 shares; 2026Q1: 4,632 shares; 2026Q2: 4,632 shares 4,632 $1.02M 0.02% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,870 shares; 2024Q4: 3,871 shares; 2025Q1: 3,861 shares; 2025Q2: 3,876 shares; 2025Q3: 3,861 shares; 2025Q4: 3,857 shares; 2026Q1: 3,860 shares; 2026Q2: 3,854 shares 3,854 $999K 0.02% -6 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: 84 shares; 2024Q4: 84 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,734 shares 5,734 $999K 0.02% new 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: 4,360 shares; 2024Q4: 4,115 shares; 2025Q1: 3,989 shares; 2025Q2: 4,006 shares; 2025Q3: 3,975 shares; 2025Q4: 4,105 shares; 2026Q1: 4,142 shares; 2026Q2: 4,177 shares 4,177 $992K 0.02% +35 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: 390,384 shares; 2024Q4: 415,105 shares; 2025Q1: 434,793 shares; 2025Q2: 451,887 shares; 2025Q3: 432,500 shares; 2025Q4: 40,430 shares; 2026Q1: 36,046 shares; 2026Q2: 28,834 shares 28,834 $990K 0.02% -7,212 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,707 shares; 2024Q4: 10,707 shares; 2025Q1: 10,707 shares; 2025Q2: 10,707 shares; 2025Q3: 10,467 shares; 2025Q4: 10,467 shares; 2026Q1: 10,467 shares; 2026Q2: 10,467 shares 10,467 $989K 0.02% 0 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: 4,745 shares; 2024Q4: 5,827 shares; 2025Q1: 5,866 shares; 2025Q2: 5,866 shares; 2025Q3: 5,866 shares; 2025Q4: 7,502 shares; 2026Q1: 7,535 shares; 2026Q2: 7,701 shares 7,701 $987K 0.02% +166 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,268 shares 12,268 $982K 0.02% new 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: 5,388 shares; 2024Q4: 5,388 shares; 2025Q1: 5,728 shares; 2025Q2: 5,533 shares; 2025Q3: 5,465 shares; 2025Q4: 5,465 shares; 2026Q1: 5,475 shares; 2026Q2: 5,475 shares 5,475 $979K 0.02% 0 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: 6,149 shares; 2024Q4: 6,149 shares; 2025Q1: 6,149 shares; 2025Q2: 6,149 shares; 2025Q3: 5,949 shares; 2025Q4: 5,894 shares; 2026Q1: 5,894 shares; 2026Q2: 5,894 shares 5,894 $967K 0.02% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,027 shares; 2024Q4: 1,867 shares; 2025Q1: 3,512 shares; 2025Q2: 4,109 shares; 2025Q3: 4,198 shares; 2025Q4: 4,173 shares; 2026Q1: 3,424 shares; 2026Q2: 5,184 shares 5,184 $961K 0.02% +1,760 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: 7,075 shares; 2024Q4: 6,551 shares; 2025Q1: 6,696 shares; 2025Q2: 6,582 shares; 2025Q3: 6,263 shares; 2025Q4: 6,008 shares; 2026Q1: 6,074 shares; 2026Q2: 4,332 shares 4,332 $960K 0.02% -1,742 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: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 69 shares; 2026Q2: 16,939 shares 16,939 $943K 0.02% +16,870 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: 766 shares; 2024Q4: 650 shares; 2025Q1: 580 shares; 2025Q2: 692 shares; 2025Q3: 729 shares; 2025Q4: 1,076 shares; 2026Q1: 6,116 shares; 2026Q2: 6,034 shares 6,034 $940K 0.02% -82 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,086 shares; 2024Q4: 4,086 shares; 2025Q1: 4,086 shares; 2025Q2: 4,085 shares; 2025Q3: 4,085 shares; 2025Q4: 4,080 shares; 2026Q1: 4,072 shares; 2026Q2: 4,072 shares 4,072 $937K 0.02% 0 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: 1,318 shares; 2024Q4: 1,318 shares; 2025Q1: 1,318 shares; 2025Q2: 1,358 shares; 2025Q3: 1,318 shares; 2025Q4: 1,318 shares; 2026Q1: 1,323 shares; 2026Q2: 5,206 shares 5,206 $937K 0.02% +3,883 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: 2,828 shares; 2024Q4: 2,855 shares; 2025Q1: 3,048 shares; 2025Q2: 3,406 shares; 2025Q3: 3,389 shares; 2025Q4: 2,937 shares; 2026Q1: 2,882 shares; 2026Q2: 2,455 shares 2,455 $931K 0.02% -427 Timeline PHO 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: 5,850 shares; 2024Q4: 5,850 shares; 2025Q1: 5,850 shares; 2025Q2: 5,850 shares; 2025Q3: 5,850 shares; 2025Q4: 5,850 shares; 2026Q1: 13,250 shares; 2026Q2: 13,250 shares 13,250 $919K 0.02% 0 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: 8,049 shares; 2024Q4: 7,549 shares; 2025Q1: 6,424 shares; 2025Q2: 4,523 shares; 2025Q3: 3,771 shares; 2025Q4: 2,821 shares; 2026Q1: 2,382 shares; 2026Q2: 11,841 shares 11,841 $919K 0.02% +9,459 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 504 shares; 2024Q4: 504 shares; 2025Q1: 1,504 shares; 2025Q2: 16,546 shares; 2025Q3: 16,947 shares; 2025Q4: 18,447 shares; 2026Q1: 19,001 shares; 2026Q2: 16,105 shares 16,105 $916K 0.02% -2,896 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: 7,254 shares; 2026Q1: 6,756 shares; 2026Q2: 6,492 shares 6,492 $912K 0.02% -264 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,793 shares; 2024Q4: 1,793 shares; 2025Q1: 1,749 shares; 2025Q2: 1,816 shares; 2025Q3: 1,854 shares; 2025Q4: 1,856 shares; 2026Q1: 1,858 shares; 2026Q2: 1,873 shares 1,873 $897K 0.02% +15 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: 510 shares; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 510 shares; 2026Q1: 510 shares; 2026Q2: 4,811 shares 4,811 $888K 0.02% +4,301 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: 1,638 shares; 2024Q4: 2,869 shares; 2025Q1: 4,279 shares; 2025Q2: 4,391 shares; 2025Q3: 5,664 shares; 2025Q4: 5,011 shares; 2026Q1: 4,294 shares; 2026Q2: 3,999 shares 3,999 $888K 0.02% -295 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: 4,980 shares; 2024Q4: 4,980 shares; 2025Q1: 3,887 shares; 2025Q2: 3,932 shares; 2025Q3: 3,930 shares; 2025Q4: 3,928 shares; 2026Q1: 3,839 shares; 2026Q2: 3,458 shares 3,458 $881K 0.02% -381 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: 13,313 shares; 2024Q4: 10,767 shares; 2025Q1: 11,162 shares; 2025Q2: 10,936 shares; 2025Q3: 10,936 shares; 2025Q4: 10,936 shares; 2026Q1: 9,134 shares; 2026Q2: 11,059 shares 11,059 $870K 0.02% +1,925 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: 4,415 shares; 2024Q4: 4,588 shares; 2025Q1: 5,522 shares; 2025Q2: 5,130 shares; 2025Q3: 5,056 shares; 2025Q4: 4,511 shares; 2026Q1: 5,043 shares; 2026Q2: 7,964 shares 7,964 $861K 0.02% +2,921 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: 16,368 shares; 2024Q4: 15,821 shares; 2025Q1: 15,945 shares; 2025Q2: 16,037 shares; 2025Q3: 15,845 shares; 2025Q4: 14,177 shares; 2026Q1: 14,190 shares; 2026Q2: 13,390 shares 13,390 $842K 0.02% -800 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,950 shares; 2024Q4: 5,704 shares; 2025Q1: 5,204 shares; 2025Q2: 5,208 shares; 2025Q3: 5,204 shares; 2025Q4: 5,204 shares; 2026Q1: 5,217 shares; 2026Q2: 5,217 shares 5,217 $841K 0.02% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,263 shares; 2025Q2: 10,263 shares; 2025Q3: 10,263 shares; 2025Q4: 10,263 shares; 2026Q1: 10,263 shares; 2026Q2: 10,263 shares 10,263 $839K 0.02% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,327 shares; 2024Q4: 5,327 shares; 2025Q1: 5,325 shares; 2025Q2: 5,375 shares; 2025Q3: 5,375 shares; 2025Q4: 5,325 shares; 2026Q1: 5,373 shares; 2026Q2: 4,747 shares 4,747 $835K 0.02% -626 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: 7,077 shares; 2024Q4: 7,034 shares; 2025Q1: 7,537 shares; 2025Q2: 7,653 shares; 2025Q3: 6,473 shares; 2025Q4: 5,731 shares; 2026Q1: 5,568 shares; 2026Q2: 5,301 shares 5,301 $829K 0.02% -267 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: 843 shares; 2024Q4: 841 shares; 2025Q1: 841 shares; 2025Q2: 899 shares; 2025Q3: 1,073 shares; 2025Q4: 895 shares; 2026Q1: 852 shares; 2026Q2: 855 shares 855 $819K 0.02% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,387 shares 11,387 $813K 0.02% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,998 shares; 2024Q4: 48,608 shares; 2025Q1: 42,168 shares; 2025Q2: 14,848 shares; 2025Q3: 14,848 shares; 2025Q4: 19,113 shares; 2026Q1: 19,113 shares; 2026Q2: 16,113 shares 16,113 $812K 0.02% -3,000 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,105 shares; 2024Q4: 4,182 shares; 2025Q1: 4,538 shares; 2025Q2: 4,472 shares; 2025Q3: 5,154 shares; 2025Q4: 5,103 shares; 2026Q1: 6,298 shares; 2026Q2: 5,909 shares 5,909 $806K 0.02% -389 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,985 shares; 2024Q4: 74,985 shares; 2025Q1: 74,985 shares; 2025Q2: 74,985 shares; 2025Q3: 74,985 shares; 2025Q4: 74,985 shares; 2026Q1: 74,985 shares; 2026Q2: 39,260 shares 39,260 $802K 0.01% -35,725 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: 342 shares; 2024Q4: 342 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,277 shares 6,277 $799K 0.01% new Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,991 shares; 2026Q2: 15,991 shares 15,991 $785K 0.01% 0 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: 10,153 shares; 2024Q4: 10,153 shares; 2025Q1: 9,938 shares; 2025Q2: 10,131 shares; 2025Q3: 10,131 shares; 2025Q4: 10,131 shares; 2026Q1: 10,031 shares; 2026Q2: 10,031 shares 10,031 $784K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,334 shares; 2024Q4: 9,695 shares; 2025Q1: 10,285 shares; 2025Q2: 10,167 shares; 2025Q3: 9,828 shares; 2025Q4: 10,778 shares; 2026Q1: 11,429 shares; 2026Q2: 11,212 shares 11,212 $783K 0.01% -217 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: not reported; 2024Q4: 521 shares; 2025Q1: 1,521 shares; 2025Q2: 1,521 shares; 2025Q3: 9,291 shares; 2025Q4: 14,941 shares; 2026Q1: 18,766 shares; 2026Q2: 21,636 shares 21,636 $782K 0.01% +2,870 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,909 shares; 2024Q4: 15,539 shares; 2025Q1: 4,036 shares; 2025Q2: 3,732 shares; 2025Q3: 3,663 shares; 2025Q4: 3,593 shares; 2026Q1: 3,597 shares; 2026Q2: 2,746 shares 2,746 $772K 0.01% -851 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,139 shares; 2024Q4: 12,417 shares; 2025Q1: 11,982 shares; 2025Q2: 11,982 shares; 2025Q3: 12,384 shares; 2025Q4: 10,797 shares; 2026Q1: 23,521 shares; 2026Q2: 23,565 shares 23,565 $767K 0.01% +44 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: 7,164 shares; 2024Q4: 7,164 shares; 2025Q1: 7,164 shares; 2025Q2: 7,164 shares; 2025Q3: 7,164 shares; 2025Q4: 7,164 shares; 2026Q1: 6,711 shares; 2026Q2: 6,712 shares 6,712 $764K 0.01% +1 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: 2,160 shares; 2024Q4: 2,168 shares; 2025Q1: 1,968 shares; 2025Q2: 1,912 shares; 2025Q3: 1,843 shares; 2025Q4: 1,770 shares; 2026Q1: 2,061 shares; 2026Q2: 2,051 shares 2,051 $761K 0.01% -10 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: 34,263 shares; 2024Q4: 34,263 shares; 2025Q1: 30,663 shares; 2025Q2: 30,663 shares; 2025Q3: 30,663 shares; 2025Q4: 24,847 shares; 2026Q1: 24,847 shares; 2026Q2: 24,847 shares 24,847 $743K 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: 15,705 shares; 2024Q4: 15,142 shares; 2025Q1: 13,915 shares; 2025Q2: 12,591 shares; 2025Q3: 10,252 shares; 2025Q4: 10,193 shares; 2026Q1: 8,762 shares; 2026Q2: 7,077 shares 7,077 $738K 0.01% -1,685 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,159 shares; 2024Q4: 8,036 shares; 2025Q1: 8,169 shares; 2025Q2: 8,182 shares; 2025Q3: 7,758 shares; 2025Q4: 7,687 shares; 2026Q1: 7,873 shares; 2026Q2: 7,743 shares 7,743 $732K 0.01% -130 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: 17,743 shares; 2024Q4: 17,743 shares; 2025Q1: 17,743 shares; 2025Q2: 16,910 shares; 2025Q3: 15,410 shares; 2025Q4: 15,410 shares; 2026Q1: 15,410 shares; 2026Q2: 14,568 shares 14,568 $731K 0.01% -842 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: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 7,100 shares; 2026Q1: 17,750 shares; 2026Q2: 17,750 shares 17,750 $728K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,482 shares 5,482 $727K 0.01% new Timeline CVBF CVB FINL CORP More: the full row for CVB FINL 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: 207 shares; 2026Q2: 31,791 shares 31,791 $718K 0.01% +31,584 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: 756 shares; 2024Q4: 735 shares; 2025Q1: 737 shares; 2025Q2: 748 shares; 2025Q3: 914 shares; 2025Q4: 891 shares; 2026Q1: 701 shares; 2026Q2: 701 shares 701 $717K 0.01% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,156 shares; 2025Q2: 11,156 shares; 2025Q3: 11,156 shares; 2025Q4: 11,156 shares; 2026Q1: 8,771 shares; 2026Q2: 8,771 shares 8,771 $710K 0.01% 0 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: 44,775 shares; 2024Q4: 40,365 shares; 2025Q1: 39,798 shares; 2025Q2: 29,224 shares; 2025Q3: 28,899 shares; 2025Q4: 24,921 shares; 2026Q1: 28,165 shares; 2026Q2: 28,848 shares 28,848 $703K 0.01% +683 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: 5,867 shares; 2024Q4: 5,867 shares; 2025Q1: 5,602 shares; 2025Q2: 5,609 shares; 2025Q3: 5,609 shares; 2025Q4: 5,609 shares; 2026Q1: 5,609 shares; 2026Q2: 5,635 shares 5,635 $701K 0.01% +26 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: 10,227 shares; 2024Q4: 10,227 shares; 2025Q1: 12,264 shares; 2025Q2: 8,761 shares; 2025Q3: 9,161 shares; 2025Q4: 18,160 shares; 2026Q1: 18,160 shares; 2026Q2: 18,160 shares 18,160 $684K 0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 480 shares; 2024Q4: 1,920 shares; 2025Q1: 1,920 shares; 2025Q2: 1,920 shares; 2025Q3: 2,232 shares; 2025Q4: 19,904 shares; 2026Q1: 19,592 shares; 2026Q2: 19,592 shares 19,592 $672K 0.01% 0 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: 3,713 shares 3,713 $668K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,215 shares 4,215 $660K 0.01% new 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: 2,264 shares; 2024Q4: 1,931 shares; 2025Q1: 1,931 shares; 2025Q2: 2,031 shares; 2025Q3: 2,031 shares; 2025Q4: 2,930 shares; 2026Q1: 2,814 shares; 2026Q2: 2,814 shares 2,814 $659K 0.01% 0 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: 31,669 shares; 2024Q4: 31,681 shares; 2025Q1: 28,940 shares; 2025Q2: 25,928 shares; 2025Q3: 25,695 shares; 2025Q4: 25,077 shares; 2026Q1: 24,077 shares; 2026Q2: 17,642 shares 17,642 $655K 0.01% -6,435 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: 40,656 shares; 2024Q4: 39,781 shares; 2025Q1: 32,406 shares; 2025Q2: 31,727 shares; 2025Q3: 29,293 shares; 2025Q4: 22,148 shares; 2026Q1: 19,277 shares; 2026Q2: 19,356 shares 19,356 $644K 0.01% +79 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,580 shares; 2024Q4: 6,580 shares; 2025Q1: 6,580 shares; 2025Q2: 6,580 shares; 2025Q3: 6,580 shares; 2025Q4: 6,580 shares; 2026Q1: 6,580 shares; 2026Q2: 6,580 shares 6,580 $643K 0.01% 0 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,283 shares; 2025Q3: 1,283 shares; 2025Q4: 2,073 shares; 2026Q1: 2,063 shares; 2026Q2: 2,063 shares 2,063 $642K 0.01% 0 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: 9,717 shares; 2024Q4: 8,832 shares; 2025Q1: 8,290 shares; 2025Q2: 7,962 shares; 2025Q3: 6,259 shares; 2025Q4: 5,572 shares; 2026Q1: 4,934 shares; 2026Q2: 3,851 shares 3,851 $636K 0.01% -1,083 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: 30,502 shares; 2026Q1: 11,649 shares; 2026Q2: 10,245 shares 10,245 $636K 0.01% -1,404 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,184 shares; 2024Q4: 10,368 shares; 2025Q1: 10,368 shares; 2025Q2: 10,368 shares; 2025Q3: 10,368 shares; 2025Q4: 20,744 shares; 2026Q1: 20,712 shares; 2026Q2: 22,882 shares 22,882 $629K 0.01% +2,170 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,358 shares; 2024Q4: 3,358 shares; 2025Q1: 3,723 shares; 2025Q2: 3,523 shares; 2025Q3: 4,490 shares; 2025Q4: 5,928 shares; 2026Q1: 5,760 shares; 2026Q2: 5,559 shares 5,559 $628K 0.01% -201 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: 703 shares; 2024Q4: 1,648 shares; 2025Q1: 1,648 shares; 2025Q2: 1,832 shares; 2025Q3: 1,828 shares; 2025Q4: 1,653 shares; 2026Q1: 1,661 shares; 2026Q2: 1,657 shares 1,657 $621K 0.01% -4 Timeline SBI WESTERN ASSET INTER MUNI More: the full row for WESTERN ASSET INTER MUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,188 shares; 2024Q4: 116,375 shares; 2025Q1: 110,475 shares; 2025Q2: 96,910 shares; 2025Q3: 96,910 shares; 2025Q4: 81,242 shares; 2026Q1: 81,546 shares; 2026Q2: 79,576 shares 79,576 $620K 0.01% -1,970 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48 shares; 2024Q4: 168 shares; 2025Q1: 178 shares; 2025Q2: 47 shares; 2025Q3: 45 shares; 2025Q4: 37 shares; 2026Q1: 5,780 shares; 2026Q2: 5,779 shares 5,779 $613K 0.01% -1 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,324 shares 4,324 $604K 0.01% new Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,003 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,002 shares; 2025Q3: 1,003 shares; 2025Q4: 1,002 shares; 2026Q1: 2,692 shares; 2026Q2: 4,883 shares 4,883 $599K 0.01% +2,191 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,126 shares; 2024Q4: 1,126 shares; 2025Q1: 1,134 shares; 2025Q2: 1,134 shares; 2025Q3: 1,126 shares; 2025Q4: 1,126 shares; 2026Q1: 1,214 shares; 2026Q2: 1,179 shares 1,179 $599K 0.01% -35 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,715 shares; 2024Q4: 2,715 shares; 2025Q1: 2,602 shares; 2025Q2: 2,232 shares; 2025Q3: 1,932 shares; 2025Q4: 1,932 shares; 2026Q1: 2,992 shares; 2026Q2: 2,992 shares 2,992 $593K 0.01% 0 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,520 shares; 2024Q4: 5,520 shares; 2025Q1: 5,520 shares; 2025Q2: 5,520 shares; 2025Q3: 5,520 shares; 2025Q4: 5,520 shares; 2026Q1: 5,520 shares; 2026Q2: 5,520 shares 5,520 $561K 0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,167 shares; 2024Q4: 2,163 shares; 2025Q1: 2,131 shares; 2025Q2: 2,304 shares; 2025Q3: 2,373 shares; 2025Q4: 2,095 shares; 2026Q1: 1,918 shares; 2026Q2: 1,883 shares 1,883 $556K 0.01% -35 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: 6,247 shares; 2024Q4: 22,382 shares; 2025Q1: 21,427 shares; 2025Q2: 18,412 shares; 2025Q3: 18,411 shares; 2025Q4: 16,869 shares; 2026Q1: 15,497 shares; 2026Q2: 5,411 shares 5,411 $544K 0.01% -10,086 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: 809 shares; 2024Q4: 709 shares; 2025Q1: 709 shares; 2025Q2: 733 shares; 2025Q3: 947 shares; 2025Q4: 936 shares; 2026Q1: 948 shares; 2026Q2: 953 shares 953 $543K 0.01% +5 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,440 shares; 2024Q4: 4,440 shares; 2025Q1: 4,440 shares; 2025Q2: 4,440 shares; 2025Q3: 4,440 shares; 2025Q4: 4,440 shares; 2026Q1: 4,415 shares; 2026Q2: 4,415 shares 4,415 $542K 0.01% 0 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,894 shares; 2024Q4: 69,431 shares; 2025Q1: 72,177 shares; 2025Q2: 74,510 shares; 2025Q3: 74,145 shares; 2025Q4: 70,989 shares; 2026Q1: 44,473 shares; 2026Q2: 6,857 shares 6,857 $538K 0.01% -37,616 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: 15,130 shares 15,130 $533K 0.01% new 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: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 4,770 shares; 2025Q3: 4,761 shares; 2025Q4: 4,761 shares; 2026Q1: 4,761 shares; 2026Q2: 4,761 shares 4,761 $532K 0.01% 0 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: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 2,403 shares 2,403 $531K 0.01% +2,278 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: 2,268 shares; 2024Q4: 2,486 shares; 2025Q1: 2,222 shares; 2025Q2: 2,182 shares; 2025Q3: 2,099 shares; 2025Q4: 2,083 shares; 2026Q1: 2,052 shares; 2026Q2: 4,395 shares 4,395 $530K 0.01% +2,343 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: 57,266 shares; 2024Q4: 6,979 shares; 2025Q1: 5,857 shares; 2025Q2: 5,292 shares; 2025Q3: 5,130 shares; 2025Q4: 4,676 shares; 2026Q1: 4,648 shares; 2026Q2: 3,533 shares 3,533 $526K 0.01% -1,115 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,552 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: not reported; 2026Q1: 9,000 shares; 2026Q2: 9,000 shares 9,000 $525K 0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 411 shares; 2024Q4: 1,233 shares; 2025Q1: 1,233 shares; 2025Q2: 1,233 shares; 2025Q3: 1,485 shares; 2025Q4: 15,276 shares; 2026Q1: 15,024 shares; 2026Q2: 15,024 shares 15,024 $516K 0.01% 0 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: 5,976 shares; 2024Q4: 5,326 shares; 2025Q1: 5,326 shares; 2025Q2: 5,326 shares; 2025Q3: 5,326 shares; 2025Q4: 5,326 shares; 2026Q1: 5,226 shares; 2026Q2: 5,226 shares 5,226 $514K 0.01% 0 Timeline RWR 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: 1,789 shares; 2024Q4: 1,789 shares; 2025Q1: 3,149 shares; 2025Q2: 3,645 shares; 2025Q3: 2,415 shares; 2025Q4: 4,430 shares; 2026Q1: 4,430 shares; 2026Q2: 4,430 shares 4,430 $512K 0.01% 0 Timeline PJP 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: 4,130 shares; 2024Q4: 4,130 shares; 2025Q1: 4,130 shares; 2025Q2: 4,130 shares; 2025Q3: 4,130 shares; 2025Q4: 4,130 shares; 2026Q1: 4,130 shares; 2026Q2: 4,130 shares 4,130 $505K 0.01% 0 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: 2,480 shares; 2024Q4: 2,586 shares; 2025Q1: 2,755 shares; 2025Q2: 2,810 shares; 2025Q3: 2,901 shares; 2025Q4: 2,913 shares; 2026Q1: 316 shares; 2026Q2: 238 shares 238 $498K 0.01% -78 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: 1,613 shares; 2024Q4: 1,752 shares; 2025Q1: 1,755 shares; 2025Q2: 1,790 shares; 2025Q3: 1,586 shares; 2025Q4: 1,414 shares; 2026Q1: 1,592 shares; 2026Q2: 2,692 shares 2,692 $497K 0.01% +1,100 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,546 shares; 2024Q4: 5,146 shares; 2025Q1: 5,146 shares; 2025Q2: 5,146 shares; 2025Q3: 4,366 shares; 2025Q4: 4,316 shares; 2026Q1: 4,316 shares; 2026Q2: 4,126 shares 4,126 $496K 0.01% -190 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: 1,216 shares; 2024Q4: 1,184 shares; 2025Q1: 1,184 shares; 2025Q2: 1,176 shares; 2025Q3: 1,176 shares; 2025Q4: 1,060 shares; 2026Q1: 1,062 shares; 2026Q2: 1,178 shares 1,178 $492K 0.01% +116 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,390 shares; 2024Q4: 4,653 shares; 2025Q1: 6,010 shares; 2025Q2: 10,113 shares; 2025Q3: 13,465 shares; 2025Q4: 12,114 shares; 2026Q1: 10,944 shares; 2026Q2: 10,324 shares 10,324 $486K 0.01% -620 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: 8,671 shares; 2024Q4: 9,193 shares; 2025Q1: 16,200 shares; 2025Q2: 15,358 shares; 2025Q3: 15,021 shares; 2025Q4: 11,514 shares; 2026Q1: 10,011 shares; 2026Q2: 10,011 shares 10,011 $486K 0.01% 0 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: 8,513 shares; 2024Q4: 7,668 shares; 2025Q1: 6,922 shares; 2025Q2: 5,431 shares; 2025Q3: 5,396 shares; 2025Q4: 4,462 shares; 2026Q1: 4,428 shares; 2026Q2: 4,289 shares 4,289 $480K 0.01% -139 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,194 shares; 2024Q4: 2,194 shares; 2025Q1: 2,194 shares; 2025Q2: 2,255 shares; 2025Q3: 2,194 shares; 2025Q4: 2,194 shares; 2026Q1: 2,235 shares; 2026Q2: 2,235 shares 2,235 $480K 0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,625 shares; 2024Q4: 7,625 shares; 2025Q1: 7,625 shares; 2025Q2: 7,625 shares; 2025Q3: 7,625 shares; 2025Q4: 7,625 shares; 2026Q1: 7,625 shares; 2026Q2: 6,875 shares 6,875 $478K 0.01% -750 Timeline ICOP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $477K 0.01% 0 Timeline SPFI SOUTH PLAINS FINANCIAL INC More: the full row for SOUTH PLAINS FINANCIAL 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: 11,049 shares 11,049 $472K 0.01% new 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: 6,871 shares; 2024Q4: 6,871 shares; 2025Q1: 10,262 shares; 2025Q2: 10,262 shares; 2025Q3: 10,062 shares; 2025Q4: 8,452 shares; 2026Q1: 8,947 shares; 2026Q2: 8,941 shares 8,941 $471K 0.01% -6 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,412 shares; 2024Q4: 14,412 shares; 2025Q1: 15,031 shares; 2025Q2: 14,412 shares; 2025Q3: 14,370 shares; 2025Q4: 14,370 shares; 2026Q1: 14,370 shares; 2026Q2: 11,870 shares 11,870 $464K 0.01% -2,500 Timeline OLN OLIN CORP More: the full row for OLIN 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: 22,351 shares; 2026Q2: 22,351 shares 22,351 $464K 0.01% 0 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: 462 shares; 2024Q4: 500 shares; 2025Q1: 1,026 shares; 2025Q2: 994 shares; 2025Q3: 994 shares; 2025Q4: 994 shares; 2026Q1: 507 shares; 2026Q2: 4,056 shares 4,056 $463K 0.01% +3,549 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,314 shares; 2024Q4: 8,314 shares; 2025Q1: 8,214 shares; 2025Q2: 8,214 shares; 2025Q3: 8,184 shares; 2025Q4: 8,109 shares; 2026Q1: 8,109 shares; 2026Q2: 8,109 shares 8,109 $459K 0.01% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,303 shares; 2024Q4: 10,303 shares; 2025Q1: 10,303 shares; 2025Q2: 10,303 shares; 2025Q3: 10,303 shares; 2025Q4: 10,303 shares; 2026Q1: 10,303 shares; 2026Q2: 10,303 shares 10,303 $456K 0.01% 0 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: 1,692 shares; 2024Q4: 1,692 shares; 2025Q1: 3,225 shares; 2025Q2: 2,876 shares; 2025Q3: 2,913 shares; 2025Q4: 3,426 shares; 2026Q1: 3,428 shares; 2026Q2: 2,789 shares 2,789 $456K 0.01% -639 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: 382 shares; 2024Q4: 575 shares; 2025Q1: 687 shares; 2025Q2: 687 shares; 2025Q3: 687 shares; 2025Q4: 687 shares; 2026Q1: 717 shares; 2026Q2: 4,597 shares 4,597 $455K 0.01% +3,880 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: 34,597 shares; 2024Q4: 35,953 shares; 2025Q1: 37,583 shares; 2025Q2: 38,833 shares; 2025Q3: 38,933 shares; 2025Q4: 39,479 shares; 2026Q1: 1,941 shares; 2026Q2: 1,971 shares 1,971 $448K 0.01% +30 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: 3,287 shares; 2024Q4: 3,287 shares; 2025Q1: 2,371 shares; 2025Q2: 2,375 shares; 2025Q3: 2,371 shares; 2025Q4: 2,371 shares; 2026Q1: 2,631 shares; 2026Q2: 2,510 shares 2,510 $446K 0.01% -121 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,972 shares; 2025Q3: 2,972 shares; 2025Q4: 2,972 shares; 2026Q1: 2,972 shares; 2026Q2: 2,972 shares 2,972 $441K 0.01% 0 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: 2,084 shares; 2024Q4: 2,084 shares; 2025Q1: 1,812 shares; 2025Q2: 1,964 shares; 2025Q3: 1,812 shares; 2025Q4: 1,812 shares; 2026Q1: 1,812 shares; 2026Q2: 1,812 shares 1,812 $439K 0.01% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,291 shares; 2024Q4: 5,291 shares; 2025Q1: 6,588 shares; 2025Q2: 6,588 shares; 2025Q3: 6,588 shares; 2025Q4: 7,615 shares; 2026Q1: 4,098 shares; 2026Q2: 3,846 shares 3,846 $427K 0.01% -252 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: 66 shares; 2024Q4: 186 shares; 2025Q1: 300 shares; 2025Q2: 244 shares; 2025Q3: 628 shares; 2025Q4: 609 shares; 2026Q1: 649 shares; 2026Q2: 648 shares 648 $426K 0.01% -1 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,415 shares; 2024Q4: 8,415 shares; 2025Q1: 8,415 shares; 2025Q2: 8,415 shares; 2025Q3: 8,415 shares; 2025Q4: 8,415 shares; 2026Q1: 8,415 shares; 2026Q2: 8,415 shares 8,415 $424K 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: 7 shares; 2024Q4: 4,452 shares; 2025Q1: 4,452 shares; 2025Q2: 4,452 shares; 2025Q3: 4,452 shares; 2025Q4: 4,452 shares; 2026Q1: 4,462 shares; 2026Q2: 4,458 shares 4,458 $419K 0.01% -4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,991 shares 12,991 $419K 0.01% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,102 shares; 2024Q4: 1,933 shares; 2025Q1: 2,028 shares; 2025Q2: 1,881 shares; 2025Q3: 1,836 shares; 2025Q4: 1,361 shares; 2026Q1: 1,322 shares; 2026Q2: 1,309 shares 1,309 $410K 0.01% -13 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 261 shares; 2025Q3: 261 shares; 2025Q4: 741 shares; 2026Q1: 741 shares; 2026Q2: 741 shares 741 $409K 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: 4,140 shares; 2024Q4: 4,140 shares; 2025Q1: 4,140 shares; 2025Q2: 4,140 shares; 2025Q3: 4,140 shares; 2025Q4: 4,140 shares; 2026Q1: 4,140 shares; 2026Q2: 11,390 shares 11,390 $408K 0.01% +7,250 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,752 shares; 2024Q4: 9,906 shares; 2025Q1: 11,801 shares; 2025Q2: 7,891 shares; 2025Q3: 7,889 shares; 2025Q4: 7,825 shares; 2026Q1: 8,113 shares; 2026Q2: 7,767 shares 7,767 $406K 0.01% -346 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 7,000 shares 7,000 $403K 0.01% 0 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: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 4,147 shares; 2026Q1: 4,340 shares; 2026Q2: 4,340 shares 4,340 $394K 0.01% 0 Timeline ITIC INVESTORS TITLE CO NC More: the full row for INVESTORS TITLE CO NC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,815 shares; 2024Q4: 1,815 shares; 2025Q1: 1,815 shares; 2025Q2: 1,815 shares; 2025Q3: 1,815 shares; 2025Q4: 1,419 shares; 2026Q1: 1,419 shares; 2026Q2: 1,419 shares 1,419 $393K 0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,275 shares; 2024Q4: 3,275 shares; 2025Q1: 3,308 shares; 2025Q2: 3,303 shares; 2025Q3: 2,214 shares; 2025Q4: 2,214 shares; 2026Q1: 2,144 shares; 2026Q2: 2,097 shares 2,097 $382K 0.01% -47 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: 106 shares; 2024Q4: 110 shares; 2025Q1: 88 shares; 2025Q2: 82 shares; 2025Q3: 108 shares; 2025Q4: 122 shares; 2026Q1: 194 shares; 2026Q2: 2,100 shares 2,100 $382K 0.01% +1,906 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: 5,451 shares; 2024Q4: 4,251 shares; 2025Q1: 4,151 shares; 2025Q2: 4,151 shares; 2025Q3: 3,808 shares; 2025Q4: 8,276 shares; 2026Q1: 8,276 shares; 2026Q2: 8,276 shares 8,276 $378K 0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,206 shares; 2024Q4: 18,083 shares; 2025Q1: 18,268 shares; 2025Q2: 18,118 shares; 2025Q3: 15,373 shares; 2025Q4: 14,243 shares; 2026Q1: 13,802 shares; 2026Q2: 13,125 shares 13,125 $376K 0.01% -677 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: 2,540 shares; 2024Q4: 2,545 shares; 2025Q1: 2,543 shares; 2025Q2: 2,567 shares; 2025Q3: 2,543 shares; 2025Q4: 2,540 shares; 2026Q1: 130,931 shares; 2026Q2: 8,233 shares 8,233 $373K 0.01% -122,698 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,564 shares; 2024Q4: 289 shares; 2025Q1: 289 shares; 2025Q2: 289 shares; 2025Q3: 289 shares; 2025Q4: 4,539 shares; 2026Q1: 6,339 shares; 2026Q2: 6,339 shares 6,339 $368K 0.01% 0 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: 6,499 shares; 2024Q4: 5,814 shares; 2025Q1: 4,667 shares; 2025Q2: 4,333 shares; 2025Q3: 4,312 shares; 2025Q4: 4,293 shares; 2026Q1: 4,285 shares; 2026Q2: 3,929 shares 3,929 $366K 0.01% -356 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: 27,193 shares; 2024Q4: 28,795 shares; 2025Q1: 30,743 shares; 2025Q2: 31,815 shares; 2025Q3: 25,278 shares; 2025Q4: 1,959 shares; 2026Q1: 1,266 shares; 2026Q2: 862 shares 862 $366K 0.01% -404 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,100 shares; 2024Q4: 7,100 shares; 2025Q1: 7,100 shares; 2025Q2: 7,100 shares; 2025Q3: 7,100 shares; 2025Q4: 7,100 shares; 2026Q1: 7,100 shares; 2026Q2: 7,100 shares 7,100 $362K 0.01% 0 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: 6,115 shares; 2024Q4: 8,858 shares; 2025Q1: 8,851 shares; 2025Q2: 8,828 shares; 2025Q3: 8,816 shares; 2025Q4: 8,816 shares; 2026Q1: 10,206 shares; 2026Q2: 6,562 shares 6,562 $357K 0.01% -3,644 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: 14,620 shares; 2024Q4: 20,261 shares; 2025Q1: 25,904 shares; 2025Q2: 25,729 shares; 2025Q3: 19,417 shares; 2025Q4: 15,420 shares; 2026Q1: 15,445 shares; 2026Q2: 11,615 shares 11,615 $354K 0.01% -3,830 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,271 shares; 2024Q4: 8,948 shares; 2025Q1: 8,242 shares; 2025Q2: 8,308 shares; 2025Q3: 8,284 shares; 2025Q4: 7,830 shares; 2026Q1: 7,910 shares; 2026Q2: 6,825 shares 6,825 $351K 0.01% -1,085 Timeline BMOP BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,810 shares; 2026Q2: 13,810 shares 13,810 $346K 0.01% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,518 shares; 2024Q4: 3,518 shares; 2025Q1: 3,531 shares; 2025Q2: 3,832 shares; 2025Q3: 3,784 shares; 2025Q4: 6,775 shares; 2026Q1: 6,685 shares; 2026Q2: 6,685 shares 6,685 $344K 0.01% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 566 shares; 2024Q4: 566 shares; 2025Q1: 579 shares; 2025Q2: 583 shares; 2025Q3: 609 shares; 2025Q4: 583 shares; 2026Q1: 578 shares; 2026Q2: 561 shares 561 $341K 0.01% -17 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,370 shares 3,370 $341K 0.01% new 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: 1,230 shares; 2024Q4: 1,218 shares; 2025Q1: 1,035 shares; 2025Q2: 1,022 shares; 2025Q3: 1,022 shares; 2025Q4: 1,010 shares; 2026Q1: 1,015 shares; 2026Q2: 1,100 shares 1,100 $340K 0.01% +85 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: 9,719 shares; 2024Q4: 9,719 shares; 2025Q1: 11,453 shares; 2025Q2: 11,453 shares; 2025Q3: 9,373 shares; 2025Q4: 10,584 shares; 2026Q1: 5,859 shares; 2026Q2: 5,859 shares 5,859 $328K 0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,725 shares; 2025Q1: 6,725 shares; 2025Q2: 6,729 shares; 2025Q3: 6,729 shares; 2025Q4: 6,729 shares; 2026Q1: 6,784 shares; 2026Q2: 6,784 shares 6,784 $328K 0.01% 0 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: 2,251 shares; 2025Q3: 10,504 shares; 2025Q4: 7,795 shares; 2026Q1: 6,555 shares; 2026Q2: 4,814 shares 4,814 $326K 0.01% -1,741 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,861 shares; 2024Q4: not reported; 2025Q1: 2,781 shares; 2025Q2: 4,717 shares; 2025Q3: 4,718 shares; 2025Q4: 4,719 shares; 2026Q1: 4,719 shares; 2026Q2: 4,720 shares 4,720 $324K 0.01% +1 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,537 shares; 2024Q4: 1,537 shares; 2025Q1: 1,567 shares; 2025Q2: 1,572 shares; 2025Q3: 1,565 shares; 2025Q4: 1,560 shares; 2026Q1: 1,589 shares; 2026Q2: 1,582 shares 1,582 $324K 0.01% -7 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,745 shares; 2024Q4: 50,406 shares; 2025Q1: 50,716 shares; 2025Q2: 14,764 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,660 shares; 2026Q2: 12,770 shares 12,770 $323K 0.01% -1,890 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,110 shares; 2024Q4: 3,857 shares; 2025Q1: 3,857 shares; 2025Q2: 4,011 shares; 2025Q3: 3,827 shares; 2025Q4: 3,827 shares; 2026Q1: 3,534 shares; 2026Q2: 2,749 shares 2,749 $317K 0.01% -785 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,110 shares; 2024Q4: 4,110 shares; 2025Q1: 4,760 shares; 2025Q2: 4,707 shares; 2025Q3: 6,382 shares; 2025Q4: 6,382 shares; 2026Q1: 5,613 shares; 2026Q2: 5,613 shares 5,613 $317K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,711 shares 3,711 $316K 0.01% new 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: 3,602 shares; 2024Q4: 3,981 shares; 2025Q1: 5,902 shares; 2025Q2: 5,902 shares; 2025Q3: 5,902 shares; 2025Q4: 4,942 shares; 2026Q1: 3,981 shares; 2026Q2: 3,668 shares 3,668 $310K 0.01% -313 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 645 shares; 2024Q4: 645 shares; 2025Q1: 600 shares; 2025Q2: 2,573 shares; 2025Q3: 2,573 shares; 2025Q4: 2,573 shares; 2026Q1: 2,573 shares; 2026Q2: 2,573 shares 2,573 $308K 0.01% 0 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: 4,849 shares; 2024Q4: 4,299 shares; 2025Q1: 5,291 shares; 2025Q2: 5,474 shares; 2025Q3: 5,395 shares; 2025Q4: 4,480 shares; 2026Q1: 4,376 shares; 2026Q2: 4,201 shares 4,201 $307K 0.01% -175 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,827 shares; 2024Q4: 3,992 shares; 2025Q1: 4,542 shares; 2025Q2: 4,542 shares; 2025Q3: 4,542 shares; 2025Q4: 4,041 shares; 2026Q1: 3,567 shares; 2026Q2: 6,964 shares 6,964 $306K 0.01% +3,397 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 865 shares; 2025Q3: 865 shares; 2025Q4: 1,466 shares; 2026Q1: 1,466 shares; 2026Q2: 1,466 shares 1,466 $298K 0.01% 0 Timeline BAB 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: 14,883 shares; 2024Q4: 13,479 shares; 2025Q1: 11,344 shares; 2025Q2: 9,089 shares; 2025Q3: 7,580 shares; 2025Q4: 7,450 shares; 2026Q1: 11,359 shares; 2026Q2: 10,998 shares 10,998 $294K 0.01% -361 Timeline RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $294K 0.01% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,588 shares; 2024Q4: 2,378 shares; 2025Q1: 2,378 shares; 2025Q2: 2,378 shares; 2025Q3: 2,378 shares; 2025Q4: 2,290 shares; 2026Q1: 2,290 shares; 2026Q2: 2,200 shares 2,200 $294K 0.01% -90 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,551 shares; 2024Q4: 4,551 shares; 2025Q1: 4,551 shares; 2025Q2: 3,693 shares; 2025Q3: 3,693 shares; 2025Q4: 3,693 shares; 2026Q1: 3,693 shares; 2026Q2: 3,693 shares 3,693 $289K 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: 8,715 shares; 2024Q4: 8,731 shares; 2025Q1: 8,385 shares; 2025Q2: 7,766 shares; 2025Q3: 7,691 shares; 2025Q4: 7,691 shares; 2026Q1: 8,039 shares; 2026Q2: 6,622 shares 6,622 $288K 0.01% -1,417 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,182 shares; 2024Q4: 5,037 shares; 2025Q1: 5,061 shares; 2025Q2: 5,061 shares; 2025Q3: 5,061 shares; 2025Q4: 5,061 shares; 2026Q1: 4,989 shares; 2026Q2: 4,479 shares 4,479 $287K 0.01% -510 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: 576 shares; 2024Q4: 485 shares; 2025Q1: 552 shares; 2025Q2: 544 shares; 2025Q3: 657 shares; 2025Q4: 553 shares; 2026Q1: 569 shares; 2026Q2: 546 shares 546 $285K 0.01% -23 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121 shares; 2024Q4: 121 shares; 2025Q1: 137 shares; 2025Q2: 163 shares; 2025Q3: 140 shares; 2025Q4: 1,485 shares; 2026Q1: 1,448 shares; 2026Q2: 1,451 shares 1,451 $284K 0.01% +3 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220 shares; 2024Q4: 217 shares; 2025Q1: 220 shares; 2025Q2: 221 shares; 2025Q3: 243 shares; 2025Q4: 207 shares; 2026Q1: 209 shares; 2026Q2: 209 shares 209 $283K 0.01% 0 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: 83,491 shares; 2024Q4: 87,627 shares; 2025Q1: 90,715 shares; 2025Q2: 93,712 shares; 2025Q3: 94,108 shares; 2025Q4: 95,572 shares; 2026Q1: 1,505 shares; 2026Q2: 3,721 shares 3,721 $280K 0.01% +2,216 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 245 shares; 2024Q4: 245 shares; 2025Q1: not reported; 2025Q2: 354 shares; 2025Q3: 354 shares; 2025Q4: 913 shares; 2026Q1: 1,018 shares; 2026Q2: 1,018 shares 1,018 $277K 0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 498 shares; 2024Q4: 498 shares; 2025Q1: 498 shares; 2025Q2: 505 shares; 2025Q3: 453 shares; 2025Q4: 343 shares; 2026Q1: 356 shares; 2026Q2: 356 shares 356 $274K 0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232 shares; 2024Q4: 561 shares; 2025Q1: 1,294 shares; 2025Q2: 1,558 shares; 2025Q3: 2,024 shares; 2025Q4: 1,598 shares; 2026Q1: 1,202 shares; 2026Q2: 1,225 shares 1,225 $273K 0.01% +23 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 694 shares; 2024Q4: 689 shares; 2025Q1: 611 shares; 2025Q2: 1,540 shares; 2025Q3: 2,572 shares; 2025Q4: 2,572 shares; 2026Q1: 3,018 shares; 2026Q2: 2,879 shares 2,879 $272K 0.01% -139 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,903 shares; 2024Q4: 2,903 shares; 2025Q1: 2,903 shares; 2025Q2: 2,965 shares; 2025Q3: 2,968 shares; 2025Q4: 4,103 shares; 2026Q1: 3,103 shares; 2026Q2: 3,045 shares 3,045 $272K 0.01% -58 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,960 shares; 2026Q2: 3,960 shares 3,960 $269K 0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,657 shares; 2024Q4: 5,842 shares; 2025Q1: 5,472 shares; 2025Q2: 5,038 shares; 2025Q3: 4,980 shares; 2025Q4: 4,506 shares; 2026Q1: 4,327 shares; 2026Q2: 3,501 shares 3,501 $267K <0.01% -826 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: 400 shares; 2024Q4: 494 shares; 2025Q1: 574 shares; 2025Q2: 574 shares; 2025Q3: 574 shares; 2025Q4: 6,510 shares; 2026Q1: 574 shares; 2026Q2: 2,949 shares 2,949 $266K <0.01% +2,375 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 609 shares; 2025Q2: 655 shares; 2025Q3: 655 shares; 2025Q4: 655 shares; 2026Q1: 646 shares; 2026Q2: 643 shares 643 $263K <0.01% -3 Timeline XOP 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: 1,670 shares; 2024Q4: 1,670 shares; 2025Q1: 1,670 shares; 2025Q2: 1,670 shares; 2025Q3: 1,670 shares; 2025Q4: 1,670 shares; 2026Q1: 1,670 shares; 2026Q2: 1,670 shares 1,670 $263K <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: 3,874 shares; 2024Q4: 3,831 shares; 2025Q1: 3,849 shares; 2025Q2: 3,842 shares; 2025Q3: 3,848 shares; 2025Q4: 3,864 shares; 2026Q1: 3,814 shares; 2026Q2: 3,456 shares 3,456 $259K <0.01% -358 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,119 shares; 2024Q4: 15,357 shares; 2025Q1: 15,357 shares; 2025Q2: 11,437 shares; 2025Q3: 11,437 shares; 2025Q4: 11,437 shares; 2026Q1: 11,038 shares; 2026Q2: 8,960 shares 8,960 $259K <0.01% -2,078 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,072 shares; 2024Q4: 4,667 shares; 2025Q1: 4,667 shares; 2025Q2: 4,715 shares; 2025Q3: 4,667 shares; 2025Q4: 4,667 shares; 2026Q1: 4,417 shares; 2026Q2: 4,417 shares 4,417 $259K <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: 1,648 shares; 2024Q4: 1,764 shares; 2025Q1: 1,781 shares; 2025Q2: 1,496 shares; 2025Q3: 1,449 shares; 2025Q4: 1,568 shares; 2026Q1: 1,333 shares; 2026Q2: 1,341 shares 1,341 $258K <0.01% +8 Timeline VIGI 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: 1,407 shares; 2024Q4: 3,292 shares; 2025Q1: 3,292 shares; 2025Q2: 2,705 shares; 2025Q3: 2,705 shares; 2025Q4: 2,705 shares; 2026Q1: 2,705 shares; 2026Q2: 2,705 shares 2,705 $258K <0.01% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,011 shares; 2024Q4: 4,049 shares; 2025Q1: 3,646 shares; 2025Q2: 3,501 shares; 2025Q3: 3,501 shares; 2025Q4: 3,487 shares; 2026Q1: 2,388 shares; 2026Q2: 2,388 shares 2,388 $254K <0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,280 shares; 2024Q4: 1,280 shares; 2025Q1: 1,240 shares; 2025Q2: 1,254 shares; 2025Q3: 1,345 shares; 2025Q4: 1,252 shares; 2026Q1: 1,292 shares; 2026Q2: 1,194 shares 1,194 $254K <0.01% -98 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 410 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 288 shares; 2026Q1: 13 shares; 2026Q2: 155 shares 155 $251K <0.01% +142 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,820 shares; 2024Q4: 2,820 shares; 2025Q1: 2,965 shares; 2025Q2: 2,444 shares; 2025Q3: 2,444 shares; 2025Q4: 2,444 shares; 2026Q1: 2,320 shares; 2026Q2: 2,300 shares 2,300 $249K <0.01% -20 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: 720 shares; 2024Q4: 448 shares; 2025Q1: 384 shares; 2025Q2: 446 shares; 2025Q3: 521 shares; 2025Q4: 24,120 shares; 2026Q1: 27,513 shares; 2026Q2: 935 shares 935 $246K <0.01% -26,578 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: 2,085 shares; 2024Q4: 2,215 shares; 2025Q1: 2,178 shares; 2025Q2: 2,178 shares; 2025Q3: 2,178 shares; 2025Q4: 2,178 shares; 2026Q1: 2,235 shares; 2026Q2: 2,377 shares 2,377 $245K <0.01% +142 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: 1,126 shares; 2024Q4: 1,118 shares; 2025Q1: 1,104 shares; 2025Q2: 1,132 shares; 2025Q3: 926 shares; 2025Q4: 926 shares; 2026Q1: 785 shares; 2026Q2: 5,510 shares 5,510 $240K <0.01% +4,725 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 6 shares; 2026Q1: 693 shares; 2026Q2: 636 shares 636 $238K <0.01% -57 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: 1,507 shares; 2024Q4: 1,507 shares; 2025Q1: 2,106 shares; 2025Q2: 2,438 shares; 2025Q3: 2,142 shares; 2025Q4: 6,066 shares; 2026Q1: 5,299 shares; 2026Q2: 5,252 shares 5,252 $236K <0.01% -47 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,710 shares; 2024Q4: 2,503 shares; 2025Q1: 2,634 shares; 2025Q2: 2,632 shares; 2025Q3: 2,623 shares; 2025Q4: 2,716 shares; 2026Q1: 2,371 shares; 2026Q2: 2,411 shares 2,411 $235K <0.01% +40 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 994 shares; 2024Q4: 1,037 shares; 2025Q1: 1,065 shares; 2025Q2: 1,059 shares; 2025Q3: 1,059 shares; 2025Q4: 1,054 shares; 2026Q1: 1,046 shares; 2026Q2: 1,099 shares 1,099 $233K <0.01% +53 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,584 shares; 2024Q4: 1,584 shares; 2025Q1: 1,698 shares; 2025Q2: 1,698 shares; 2025Q3: 1,698 shares; 2025Q4: 2,948 shares; 2026Q1: 1,698 shares; 2026Q2: 1,698 shares 1,698 $233K <0.01% 0 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,565 shares; 2025Q2: 4,275 shares; 2025Q3: 4,275 shares; 2025Q4: 4,275 shares; 2026Q1: 4,275 shares; 2026Q2: 4,275 shares 4,275 $229K <0.01% 0 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: 5,681 shares; 2024Q4: 5,681 shares; 2025Q1: 5,681 shares; 2025Q2: 5,681 shares; 2025Q3: 5,681 shares; 2025Q4: 3,575 shares; 2026Q1: 3,575 shares; 2026Q2: 3,575 shares 3,575 $228K <0.01% 0 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,791 shares; 2024Q4: 1,791 shares; 2025Q1: 1,880 shares; 2025Q2: 1,845 shares; 2025Q3: 1,864 shares; 2025Q4: 1,842 shares; 2026Q1: 1,700 shares; 2026Q2: 1,634 shares 1,634 $227K <0.01% -66 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: 2,178 shares; 2024Q4: 2,178 shares; 2025Q1: 2,162 shares; 2025Q2: 2,079 shares; 2025Q3: 2,126 shares; 2025Q4: 1,898 shares; 2026Q1: 1,917 shares; 2026Q2: 929 shares 929 $223K <0.01% -988 Timeline