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: 4,142,218 shares; 2024Q4: 4,236,787 shares; 2025Q1: 4,142,094 shares; 2025Q2: 4,517,468 shares; 2025Q3: 4,062,899 shares; 2025Q4: 4,142,828 shares; 2026Q1: 4,102,415 shares; 2026Q2: 3,999,723 shares 3,999,723 $285M 6.36% -102,692 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: 1,091,062 shares; 2024Q4: 1,095,220 shares; 2025Q1: 1,051,902 shares; 2025Q2: 965,959 shares; 2025Q3: 785,442 shares; 2025Q4: 773,797 shares; 2026Q1: 759,306 shares; 2026Q2: 752,997 shares 752,997 $218M 4.86% -6,309 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: 8,273,052 shares; 2024Q4: 8,281,698 shares; 2025Q1: 8,266,352 shares; 2025Q2: 8,254,596 shares; 2025Q3: 8,188,501 shares; 2025Q4: 8,004,435 shares; 2026Q1: 7,959,300 shares; 2026Q2: 8,048,570 shares 8,048,570 $198M 4.41% +89,270 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: 102,332 shares; 2024Q4: 106,179 shares; 2025Q1: 107,037 shares; 2025Q2: 137,817 shares; 2025Q3: 138,131 shares; 2025Q4: 151,624 shares; 2026Q1: 154,684 shares; 2026Q2: 153,582 shares 153,582 $115M 2.57% -1,102 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 428,764 shares; 2024Q4: 427,624 shares; 2025Q1: 407,244 shares; 2025Q2: 378,684 shares; 2025Q3: 375,287 shares; 2025Q4: 374,599 shares; 2026Q1: 372,712 shares; 2026Q2: 360,678 shares 360,678 $105M 2.34% -12,034 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: 425,374 shares; 2024Q4: 450,373 shares; 2025Q1: 443,566 shares; 2025Q2: 425,183 shares; 2025Q3: 288,546 shares; 2025Q4: 283,967 shares; 2026Q1: 273,187 shares; 2026Q2: 268,913 shares 268,913 $100M 2.24% -4,274 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: 501,138 shares; 2024Q4: 486,710 shares; 2025Q1: 472,424 shares; 2025Q2: 467,091 shares; 2025Q3: 364,729 shares; 2025Q4: 360,305 shares; 2026Q1: 352,375 shares; 2026Q2: 348,943 shares 348,943 $88.6M 1.98% -3,432 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: 354,166 shares; 2024Q4: 351,105 shares; 2025Q1: 339,137 shares; 2025Q2: 330,335 shares; 2025Q3: 245,736 shares; 2025Q4: 266,099 shares; 2026Q1: 256,941 shares; 2026Q2: 250,543 shares 250,543 $88.5M 1.98% -6,398 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: 584,766 shares; 2024Q4: 430,963 shares; 2025Q1: 433,914 shares; 2025Q2: 401,550 shares; 2025Q3: 241,854 shares; 2025Q4: 237,884 shares; 2026Q1: 231,862 shares; 2026Q2: 228,134 shares 228,134 $84.4M 1.88% -3,728 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: 363,152 shares; 2024Q4: 365,770 shares; 2025Q1: 353,616 shares; 2025Q2: 340,891 shares; 2025Q3: 257,719 shares; 2025Q4: 255,483 shares; 2026Q1: 248,140 shares; 2026Q2: 245,528 shares 245,528 $80.4M 1.79% -2,612 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: 58,042 shares; 2024Q4: 60,238 shares; 2025Q1: 58,890 shares; 2025Q2: 56,078 shares; 2025Q3: 70,828 shares; 2025Q4: 108,059 shares; 2026Q1: 137,906 shares; 2026Q2: 601,795 shares 601,795 $74.7M 1.67% +463,889 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: 365,612 shares; 2024Q4: 356,411 shares; 2025Q1: 343,106 shares; 2025Q2: 324,236 shares; 2025Q3: 309,103 shares; 2025Q4: 304,072 shares; 2026Q1: 294,342 shares; 2026Q2: 285,911 shares 285,911 $73M 1.63% -8,431 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 571,625 shares; 2024Q4: 578,686 shares; 2025Q1: 582,846 shares; 2025Q2: 655,882 shares; 2025Q3: 777,653 shares; 2025Q4: 876,396 shares; 2026Q1: 861,100 shares; 2026Q2: 878,997 shares 878,997 $72.3M 1.61% +17,897 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: 687,957 shares; 2024Q4: 697,026 shares; 2025Q1: 705,676 shares; 2025Q2: 1,008,174 shares; 2025Q3: 472,697 shares; 2025Q4: 531,448 shares; 2026Q1: 593,527 shares; 2026Q2: 691,236 shares 691,236 $71.8M 1.6% +97,709 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: 106,906 shares; 2024Q4: 108,955 shares; 2025Q1: 108,815 shares; 2025Q2: 101,217 shares; 2025Q3: 77,082 shares; 2025Q4: 78,148 shares; 2026Q1: 80,074 shares; 2026Q2: 83,507 shares 83,507 $62.4M 1.39% +3,433 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 329,029 shares; 2024Q4: 335,395 shares; 2025Q1: 340,623 shares; 2025Q2: 384,023 shares; 2025Q3: 385,368 shares; 2025Q4: 390,162 shares; 2026Q1: 304,132 shares; 2026Q2: 275,086 shares 275,086 $60.4M 1.35% -29,046 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: 75 shares; 2024Q4: 75 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 76 shares; 2026Q2: 76 shares 76 $56.9M 1.27% 0 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: 83,713 shares; 2024Q4: 92,799 shares; 2025Q1: 621,081 shares; 2025Q2: 766,018 shares; 2025Q3: 769,632 shares; 2025Q4: 799,012 shares; 2026Q1: 806,524 shares; 2026Q2: 817,183 shares 817,183 $55.9M 1.25% +10,659 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 370,904 shares; 2024Q4: 392,187 shares; 2025Q1: 421,274 shares; 2025Q2: 471,432 shares; 2025Q3: 487,300 shares; 2025Q4: 505,899 shares; 2026Q1: 504,648 shares; 2026Q2: 492,332 shares 492,332 $51.8M 1.16% -12,316 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: 607,956 shares; 2024Q4: 601,229 shares; 2025Q1: 589,159 shares; 2025Q2: 569,571 shares; 2025Q3: 451,409 shares; 2025Q4: 447,393 shares; 2026Q1: 440,027 shares; 2026Q2: 425,606 shares 425,606 $50M 1.12% -14,421 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: 645,475 shares; 2024Q4: 647,638 shares; 2025Q1: 642,737 shares; 2025Q2: 639,885 shares; 2025Q3: 314,873 shares; 2025Q4: 339,617 shares; 2026Q1: 333,736 shares; 2026Q2: 334,218 shares 334,218 $49M 1.09% +482 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: 253,749 shares; 2024Q4: 288,273 shares; 2025Q1: 286,017 shares; 2025Q2: 381,204 shares; 2025Q3: 336,534 shares; 2025Q4: 347,503 shares; 2026Q1: 410,635 shares; 2026Q2: 436,496 shares 436,496 $48.2M 1.07% +25,861 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: 30,134 shares; 2024Q4: 37,119 shares; 2025Q1: 33,673 shares; 2025Q2: 30,434 shares; 2025Q3: 53,386 shares; 2025Q4: 115,640 shares; 2026Q1: 170,581 shares; 2026Q2: 187,828 shares 187,828 $45.5M 1.02% +17,247 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: not reported; 2024Q4: 1,565,109 shares; 2025Q1: 1,595,876 shares; 2025Q2: 1,502,032 shares; 2025Q3: 1,510,337 shares; 2025Q4: 1,537,906 shares; 2026Q1: 1,501,436 shares; 2026Q2: 1,463,705 shares 1,463,705 $43.1M 0.96% -37,731 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: 110,159 shares; 2024Q4: 109,331 shares; 2025Q1: 62,004 shares; 2025Q2: 65,874 shares; 2025Q3: 53,212 shares; 2025Q4: 52,705 shares; 2026Q1: 51,312 shares; 2026Q2: 56,328 shares 56,328 $41.5M 0.93% +5,016 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 380,693 shares; 2024Q4: 387,247 shares; 2025Q1: 381,795 shares; 2025Q2: 362,783 shares; 2025Q3: 302,405 shares; 2025Q4: 300,491 shares; 2026Q1: 292,661 shares; 2026Q2: 298,638 shares 298,638 $40.8M 0.91% +5,977 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: 489,940 shares; 2024Q4: 478,539 shares; 2025Q1: 473,833 shares; 2025Q2: 467,378 shares; 2025Q3: 438,557 shares; 2025Q4: 399,976 shares; 2026Q1: 368,137 shares; 2026Q2: 344,211 shares 344,211 $40.4M 0.9% -23,926 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: 330,731 shares; 2024Q4: 325,109 shares; 2025Q1: 322,838 shares; 2025Q2: 320,576 shares; 2025Q3: 308,929 shares; 2025Q4: 296,166 shares; 2026Q1: 283,540 shares; 2026Q2: 263,973 shares 263,973 $39M 0.87% -19,567 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: 236,632 shares; 2024Q4: 245,009 shares; 2025Q1: 271,947 shares; 2025Q2: 272,445 shares; 2025Q3: 115,853 shares; 2025Q4: 118,268 shares; 2026Q1: 106,818 shares; 2026Q2: 106,956 shares 106,956 $38.2M 0.85% +138 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: 287,774 shares; 2024Q4: 283,430 shares; 2025Q1: 281,113 shares; 2025Q2: 270,791 shares; 2025Q3: 260,217 shares; 2025Q4: 263,650 shares; 2026Q1: 263,812 shares; 2026Q2: 266,035 shares 266,035 $36.6M 0.82% +2,223 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: 298,678 shares; 2024Q4: 309,329 shares; 2025Q1: 319,428 shares; 2025Q2: 316,623 shares; 2025Q3: 153,581 shares; 2025Q4: 151,839 shares; 2026Q1: 151,031 shares; 2026Q2: 150,115 shares 150,115 $35.8M 0.8% -916 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: 85,645 shares; 2024Q4: 85,645 shares; 2025Q1: 85,645 shares; 2025Q2: 86,027 shares; 2025Q3: 85,645 shares; 2025Q4: 85,671 shares; 2026Q1: 87,001 shares; 2026Q2: 85,671 shares 85,671 $35.1M 0.78% -1,330 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: 40,055 shares; 2024Q4: 40,834 shares; 2025Q1: 39,490 shares; 2025Q2: 37,704 shares; 2025Q3: 27,904 shares; 2025Q4: 29,125 shares; 2026Q1: 28,239 shares; 2026Q2: 27,892 shares 27,892 $33.5M 0.75% -347 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: 89,320 shares; 2024Q4: 90,961 shares; 2025Q1: 80,698 shares; 2025Q2: 77,284 shares; 2025Q3: 54,193 shares; 2025Q4: 54,916 shares; 2026Q1: 61,975 shares; 2026Q2: 62,002 shares 62,002 $31M 0.69% +27 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: 18,614 shares; 2024Q4: 19,268 shares; 2025Q1: 17,992 shares; 2025Q2: 16,894 shares; 2025Q3: 11,640 shares; 2025Q4: 11,171 shares; 2026Q1: 10,320 shares; 2026Q2: 100,812 shares 100,812 $30.4M 0.68% +90,492 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: 113,055 shares; 2024Q4: 112,583 shares; 2025Q1: 109,466 shares; 2025Q2: 105,565 shares; 2025Q3: 93,510 shares; 2025Q4: 92,833 shares; 2026Q1: 78,380 shares; 2026Q2: 76,321 shares 76,321 $30.3M 0.68% -2,059 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: 108,292 shares; 2024Q4: 122,191 shares; 2025Q1: 118,974 shares; 2025Q2: 113,196 shares; 2025Q3: 86,092 shares; 2025Q4: 84,161 shares; 2026Q1: 99,701 shares; 2026Q2: 99,751 shares 99,751 $30M 0.67% +50 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: 103,872 shares; 2024Q4: 108,707 shares; 2025Q1: 117,276 shares; 2025Q2: 132,183 shares; 2025Q3: 118,482 shares; 2025Q4: 115,759 shares; 2026Q1: 104,525 shares; 2026Q2: 95,528 shares 95,528 $29.3M 0.65% -8,997 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: 313,953 shares; 2024Q4: 302,418 shares; 2025Q1: 294,141 shares; 2025Q2: 280,292 shares; 2025Q3: 239,973 shares; 2025Q4: 236,691 shares; 2026Q1: 226,576 shares; 2026Q2: 223,656 shares 223,656 $28.7M 0.64% -2,920 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: 133,175 shares; 2024Q4: 141,778 shares; 2025Q1: 151,103 shares; 2025Q2: 171,565 shares; 2025Q3: 167,106 shares; 2025Q4: 177,651 shares; 2026Q1: 154,378 shares; 2026Q2: 132,889 shares 132,889 $26.3M 0.59% -21,489 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: 488,877 shares; 2024Q4: 490,828 shares; 2025Q1: 485,802 shares; 2025Q2: 469,895 shares; 2025Q3: 367,585 shares; 2025Q4: 360,552 shares; 2026Q1: 344,760 shares; 2026Q2: 333,521 shares 333,521 $25.7M 0.57% -11,239 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: 75,960 shares; 2024Q4: 76,475 shares; 2025Q1: 76,487 shares; 2025Q2: 72,867 shares; 2025Q3: 53,488 shares; 2025Q4: 52,441 shares; 2026Q1: 49,858 shares; 2026Q2: 49,046 shares 49,046 $25.2M 0.56% -812 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 432,266 shares; 2024Q4: 440,179 shares; 2025Q1: 299,434 shares; 2025Q2: 294,413 shares; 2025Q3: 101,800 shares; 2025Q4: 104,169 shares; 2026Q1: 117,396 shares; 2026Q2: 121,996 shares 121,996 $24.4M 0.54% +4,600 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: 332,189 shares; 2024Q4: 311,886 shares; 2025Q1: 304,213 shares; 2025Q2: 297,664 shares; 2025Q3: 272,107 shares; 2025Q4: 267,294 shares; 2026Q1: 262,703 shares; 2026Q2: 258,969 shares 258,969 $23.5M 0.52% -3,734 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: 92,363 shares; 2024Q4: 90,782 shares; 2025Q1: 86,052 shares; 2025Q2: 79,496 shares; 2025Q3: 82,405 shares; 2025Q4: 81,533 shares; 2026Q1: 83,222 shares; 2026Q2: 81,886 shares 81,886 $23M 0.51% -1,336 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: 130,875 shares; 2024Q4: 136,012 shares; 2025Q1: 142,740 shares; 2025Q2: 124,056 shares; 2025Q3: 100,256 shares; 2025Q4: 100,669 shares; 2026Q1: 124,228 shares; 2026Q2: 154,133 shares 154,133 $22.9M 0.51% +29,905 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 548,408 shares; 2024Q4: 556,948 shares; 2025Q1: 567,544 shares; 2025Q2: 649,508 shares; 2025Q3: 546,327 shares; 2025Q4: 467,636 shares; 2026Q1: 412,637 shares; 2026Q2: 365,032 shares 365,032 $22.7M 0.51% -47,605 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: 238,649 shares; 2024Q4: 236,123 shares; 2025Q1: 223,893 shares; 2025Q2: 220,267 shares; 2025Q3: 189,174 shares; 2025Q4: 186,684 shares; 2026Q1: 151,041 shares; 2026Q2: 148,168 shares 148,168 $22.4M 0.5% -2,873 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: 672,567 shares; 2024Q4: 702,017 shares; 2025Q1: 744,102 shares; 2025Q2: 738,613 shares; 2025Q3: 372,864 shares; 2025Q4: 364,936 shares; 2026Q1: 374,155 shares; 2026Q2: 370,831 shares 370,831 $22.1M 0.49% -3,324 Timeline GWX 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: 500,456 shares; 2024Q4: 515,965 shares; 2025Q1: 513,384 shares; 2025Q2: 476,677 shares; 2025Q3: 527,781 shares; 2025Q4: 557,131 shares; 2026Q1: 543,977 shares; 2026Q2: 503,359 shares 503,359 $22M 0.49% -40,618 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: 121,836 shares; 2024Q4: 120,894 shares; 2025Q1: 117,544 shares; 2025Q2: 111,368 shares; 2025Q3: 72,059 shares; 2025Q4: 70,561 shares; 2026Q1: 67,233 shares; 2026Q2: 64,163 shares 64,163 $22M 0.49% -3,070 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,989 shares; 2024Q4: 217,793 shares; 2025Q1: 201,112 shares; 2025Q2: 198,924 shares; 2025Q3: 181,668 shares; 2025Q4: 154,092 shares; 2026Q1: 150,141 shares; 2026Q2: 148,706 shares 148,706 $21.7M 0.48% -1,435 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: 216,111 shares; 2024Q4: 208,213 shares; 2025Q1: 201,615 shares; 2025Q2: 193,753 shares; 2025Q3: 168,369 shares; 2025Q4: 166,120 shares; 2026Q1: 160,907 shares; 2026Q2: 160,019 shares 160,019 $21.7M 0.48% -888 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: 52,054 shares; 2024Q4: 50,287 shares; 2025Q1: 49,007 shares; 2025Q2: 47,065 shares; 2025Q3: 43,630 shares; 2025Q4: 42,568 shares; 2026Q1: 41,860 shares; 2026Q2: 40,565 shares 40,565 $20.3M 0.45% -1,295 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,000 shares; 2024Q4: 140,000 shares; 2025Q1: 140,000 shares; 2025Q2: 140,000 shares; 2025Q3: 140,000 shares; 2025Q4: 202,785 shares; 2026Q1: 202,785 shares; 2026Q2: 202,785 shares 202,785 $19.8M 0.44% 0 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: 31,212 shares; 2024Q4: 34,643 shares; 2025Q1: 29,219 shares; 2025Q2: 32,460 shares; 2025Q3: 9,505 shares; 2025Q4: 33,830 shares; 2026Q1: 33,946 shares; 2026Q2: 33,141 shares 33,141 $18.7M 0.42% -805 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: 155,344 shares; 2024Q4: 157,453 shares; 2025Q1: 153,176 shares; 2025Q2: 144,730 shares; 2025Q3: 116,828 shares; 2025Q4: 114,091 shares; 2026Q1: 111,875 shares; 2026Q2: 110,627 shares 110,627 $18.3M 0.41% -1,248 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,168 shares; 2024Q4: 58,392 shares; 2025Q1: 56,350 shares; 2025Q2: 54,406 shares; 2025Q3: 53,150 shares; 2025Q4: 52,209 shares; 2026Q1: 49,604 shares; 2026Q2: 48,319 shares 48,319 $17.3M 0.39% -1,285 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 409,770 shares; 2024Q4: 409,770 shares; 2025Q1: 409,770 shares; 2025Q2: 430,680 shares; 2025Q3: 430,680 shares; 2025Q4: 431,430 shares; 2026Q1: 426,005 shares; 2026Q2: 421,095 shares 421,095 $17.1M 0.38% -4,910 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: 65,201 shares; 2024Q4: 63,927 shares; 2025Q1: 60,355 shares; 2025Q2: 57,203 shares; 2025Q3: 51,576 shares; 2025Q4: 49,863 shares; 2026Q1: 48,443 shares; 2026Q2: 47,244 shares 47,244 $17.1M 0.38% -1,199 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: 63,324 shares; 2024Q4: 67,459 shares; 2025Q1: 63,810 shares; 2025Q2: 59,663 shares; 2025Q3: 47,585 shares; 2025Q4: 48,074 shares; 2026Q1: 46,660 shares; 2026Q2: 46,838 shares 46,838 $16.5M 0.37% +178 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: 79,442 shares; 2024Q4: 115,422 shares; 2025Q1: 85,963 shares; 2025Q2: 121,582 shares; 2025Q3: 21,844 shares; 2025Q4: 21,863 shares; 2026Q1: 23,388 shares; 2026Q2: 23,452 shares 23,452 $16.1M 0.36% +64 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: 78,751 shares; 2024Q4: 76,418 shares; 2025Q1: 76,157 shares; 2025Q2: 72,836 shares; 2025Q3: 61,012 shares; 2025Q4: 60,480 shares; 2026Q1: 59,241 shares; 2026Q2: 59,404 shares 59,404 $16.1M 0.36% +163 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: 21,129 shares; 2024Q4: 22,432 shares; 2025Q1: 19,868 shares; 2025Q2: 20,099 shares; 2025Q3: 14,295 shares; 2025Q4: 15,282 shares; 2026Q1: 15,340 shares; 2026Q2: 14,989 shares 14,989 $16M 0.36% -351 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: 115,237 shares; 2024Q4: 125,244 shares; 2025Q1: 119,308 shares; 2025Q2: 111,327 shares; 2025Q3: 80,455 shares; 2025Q4: 80,421 shares; 2026Q1: 79,985 shares; 2026Q2: 83,992 shares 83,992 $15.9M 0.36% +4,007 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: 56,256 shares; 2024Q4: 57,528 shares; 2025Q1: 54,089 shares; 2025Q2: 52,186 shares; 2025Q3: 45,205 shares; 2025Q4: 44,242 shares; 2026Q1: 48,144 shares; 2026Q2: 48,158 shares 48,158 $15.2M 0.34% +14 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: 67,351 shares; 2024Q4: 65,887 shares; 2025Q1: 65,598 shares; 2025Q2: 65,606 shares; 2025Q3: 63,534 shares; 2025Q4: 63,520 shares; 2026Q1: 65,116 shares; 2026Q2: 66,271 shares 66,271 $15M 0.34% +1,155 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: 27,113 shares; 2024Q4: 25,262 shares; 2025Q1: 24,726 shares; 2025Q2: 24,231 shares; 2025Q3: 20,552 shares; 2025Q4: 17,153 shares; 2026Q1: 16,905 shares; 2026Q2: 120,683 shares 120,683 $14.4M 0.32% +103,778 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: 192,237 shares; 2024Q4: 196,874 shares; 2025Q1: 194,207 shares; 2025Q2: 187,123 shares; 2025Q3: 144,867 shares; 2025Q4: 141,013 shares; 2026Q1: 166,775 shares; 2026Q2: 175,946 shares 175,946 $14.3M 0.32% +9,171 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: 82,223 shares; 2024Q4: 89,190 shares; 2025Q1: 83,187 shares; 2025Q2: 77,800 shares; 2025Q3: 51,720 shares; 2025Q4: 52,160 shares; 2026Q1: 53,695 shares; 2026Q2: 51,835 shares 51,835 $13M 0.29% -1,860 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: 80,131 shares; 2024Q4: 79,609 shares; 2025Q1: 77,034 shares; 2025Q2: 74,860 shares; 2025Q3: 62,287 shares; 2025Q4: 60,892 shares; 2026Q1: 59,452 shares; 2026Q2: 58,287 shares 58,287 $12.9M 0.29% -1,165 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: 393,542 shares; 2024Q4: 404,624 shares; 2025Q1: 406,344 shares; 2025Q2: 415,464 shares; 2025Q3: 376,660 shares; 2025Q4: 308,999 shares; 2026Q1: 297,625 shares; 2026Q2: 288,068 shares 288,068 $12.2M 0.27% -9,557 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: 323,849 shares; 2024Q4: 317,810 shares; 2025Q1: 310,372 shares; 2025Q2: 302,226 shares; 2025Q3: 288,962 shares; 2025Q4: 261,346 shares; 2026Q1: 252,868 shares; 2026Q2: 244,736 shares 244,736 $12.2M 0.27% -8,132 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: 158,424 shares; 2024Q4: 152,945 shares; 2025Q1: 148,514 shares; 2025Q2: 143,824 shares; 2025Q3: 138,116 shares; 2025Q4: 134,183 shares; 2026Q1: 128,000 shares; 2026Q2: 102,650 shares 102,650 $12M 0.27% -25,350 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: 150,127 shares; 2024Q4: 163,402 shares; 2025Q1: 139,150 shares; 2025Q2: 128,471 shares; 2025Q3: 88,889 shares; 2025Q4: 87,132 shares; 2026Q1: 84,616 shares; 2026Q2: 81,671 shares 81,671 $12M 0.27% -2,945 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: 566,700 shares; 2024Q4: 566,700 shares; 2025Q1: 566,700 shares; 2025Q2: 566,668 shares; 2025Q3: 566,500 shares; 2025Q4: 566,500 shares; 2026Q1: 566,500 shares; 2026Q2: 566,516 shares 566,516 $11.7M 0.26% +16 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: 44,497 shares; 2025Q1: 41,988 shares; 2025Q2: 40,257 shares; 2025Q3: 27,418 shares; 2025Q4: 27,326 shares; 2026Q1: 26,943 shares; 2026Q2: 26,758 shares 26,758 $11.6M 0.26% -185 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: 151,082 shares; 2024Q4: 151,089 shares; 2025Q1: 160,940 shares; 2025Q2: 79,465 shares; 2025Q3: 77,987 shares; 2025Q4: 73,636 shares; 2026Q1: 77,575 shares; 2026Q2: 75,520 shares 75,520 $11.4M 0.26% -2,055 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: 128,153 shares; 2024Q4: 138,556 shares; 2025Q1: 140,629 shares; 2025Q2: 136,088 shares; 2025Q3: 116,476 shares; 2025Q4: 232,460 shares; 2026Q1: 221,370 shares; 2026Q2: 214,970 shares 214,970 $11.4M 0.25% -6,400 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: 44,795 shares; 2024Q4: 44,165 shares; 2025Q1: 42,503 shares; 2025Q2: 41,496 shares; 2025Q3: 37,799 shares; 2025Q4: 37,223 shares; 2026Q1: 36,436 shares; 2026Q2: 36,201 shares 36,201 $11.4M 0.25% -235 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: 116,432 shares; 2024Q4: 114,492 shares; 2025Q1: 113,228 shares; 2025Q2: 109,007 shares; 2025Q3: 108,906 shares; 2025Q4: 85,483 shares; 2026Q1: 84,014 shares; 2026Q2: 64,822 shares 64,822 $11.4M 0.25% -19,192 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: 21,563 shares; 2024Q4: 22,001 shares; 2025Q1: 21,327 shares; 2025Q2: 21,136 shares; 2025Q3: 18,237 shares; 2025Q4: 18,234 shares; 2026Q1: 18,181 shares; 2026Q2: 17,777 shares 17,777 $11.3M 0.25% -404 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: 46,773 shares; 2024Q4: 48,063 shares; 2025Q1: 52,828 shares; 2025Q2: 52,457 shares; 2025Q3: 49,706 shares; 2025Q4: 51,503 shares; 2026Q1: 50,386 shares; 2026Q2: 50,128 shares 50,128 $11.1M 0.25% -258 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 274,516 shares 274,516 $10.9M 0.24% new Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA 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: 309,860 shares; 2026Q2: 294,467 shares 294,467 $10.6M 0.24% -15,393 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,900 shares; 2024Q4: 52,969 shares; 2025Q1: 51,316 shares; 2025Q2: 48,904 shares; 2025Q3: 46,762 shares; 2025Q4: 46,356 shares; 2026Q1: 44,814 shares; 2026Q2: 43,391 shares 43,391 $10.5M 0.23% -1,423 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: 41,004 shares; 2024Q4: 38,525 shares; 2025Q1: 36,668 shares; 2025Q2: 35,702 shares; 2025Q3: 27,507 shares; 2025Q4: 28,253 shares; 2026Q1: 28,150 shares; 2026Q2: 27,510 shares 27,510 $10.3M 0.23% -640 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,936 shares; 2024Q4: 97,941 shares; 2025Q1: 95,862 shares; 2025Q2: 99,110 shares; 2025Q3: 99,193 shares; 2025Q4: 104,992 shares; 2026Q1: 104,620 shares; 2026Q2: 104,521 shares 104,521 $9.99M 0.22% -99 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: 153,744 shares; 2024Q4: 105,736 shares; 2025Q1: 97,010 shares; 2025Q2: 95,430 shares; 2025Q3: 74,515 shares; 2025Q4: 72,450 shares; 2026Q1: 72,231 shares; 2026Q2: 70,910 shares 70,910 $9.9M 0.22% -1,321 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,530 shares; 2024Q4: 26,212 shares; 2025Q1: 25,348 shares; 2025Q2: 23,931 shares; 2025Q3: 23,186 shares; 2025Q4: 22,691 shares; 2026Q1: 21,722 shares; 2026Q2: 21,364 shares 21,364 $9.9M 0.22% -358 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: 209,456 shares; 2024Q4: 208,490 shares; 2025Q1: 203,666 shares; 2025Q2: 200,842 shares; 2025Q3: 193,852 shares; 2025Q4: 186,962 shares; 2026Q1: 177,313 shares; 2026Q2: 117,705 shares 117,705 $9.84M 0.22% -59,608 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: 52,963 shares; 2024Q4: 54,419 shares; 2025Q1: 51,190 shares; 2025Q2: 48,914 shares; 2025Q3: 38,220 shares; 2025Q4: 38,149 shares; 2026Q1: 36,373 shares; 2026Q2: 35,691 shares 35,691 $9.71M 0.22% -682 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: 78,978 shares; 2024Q4: 80,959 shares; 2025Q1: 79,845 shares; 2025Q2: 73,378 shares; 2025Q3: 58,528 shares; 2025Q4: 60,129 shares; 2026Q1: 59,192 shares; 2026Q2: 57,822 shares 57,822 $9.36M 0.21% -1,370 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: 194,178 shares; 2024Q4: 188,989 shares; 2025Q1: 164,581 shares; 2025Q2: 159,506 shares; 2025Q3: 107,517 shares; 2025Q4: 106,454 shares; 2026Q1: 106,361 shares; 2026Q2: 104,109 shares 104,109 $9.14M 0.2% -2,252 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: 23,738 shares; 2024Q4: 23,013 shares; 2025Q1: 23,013 shares; 2025Q2: 21,315 shares; 2025Q3: 21,315 shares; 2025Q4: 21,505 shares; 2026Q1: 21,412 shares; 2026Q2: 21,412 shares 21,412 $9.13M 0.2% 0 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,969 shares; 2024Q4: 35,850 shares; 2025Q1: 35,314 shares; 2025Q2: 33,282 shares; 2025Q3: 31,681 shares; 2025Q4: 31,309 shares; 2026Q1: 30,736 shares; 2026Q2: 30,236 shares 30,236 $9.12M 0.2% -500 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: 58,688 shares; 2024Q4: 56,688 shares; 2025Q1: 52,914 shares; 2025Q2: 50,165 shares; 2025Q3: 48,180 shares; 2025Q4: 47,868 shares; 2026Q1: 45,846 shares; 2026Q2: 44,066 shares 44,066 $9.08M 0.2% -1,780 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: 36,075 shares; 2024Q4: 38,422 shares; 2025Q1: 42,363 shares; 2025Q2: 49,330 shares; 2025Q3: 34,101 shares; 2025Q4: 34,394 shares; 2026Q1: 33,652 shares; 2026Q2: 47,099 shares 47,099 $8.97M 0.2% +13,447 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: 55,668 shares; 2024Q4: 59,563 shares; 2025Q1: 57,181 shares; 2025Q2: 56,242 shares; 2025Q3: 46,597 shares; 2025Q4: 48,252 shares; 2026Q1: 50,444 shares; 2026Q2: 47,321 shares 47,321 $8.74M 0.2% -3,123 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,371 shares; 2024Q4: 297,986 shares; 2025Q1: 297,986 shares; 2025Q2: 297,986 shares; 2025Q3: 299,485 shares; 2025Q4: 305,230 shares; 2026Q1: 277,989 shares; 2026Q2: 277,989 shares 277,989 $8.65M 0.19% 0 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: 54,677 shares; 2024Q4: 54,400 shares; 2025Q1: 54,328 shares; 2025Q2: 52,950 shares; 2025Q3: 52,465 shares; 2025Q4: 67,261 shares; 2026Q1: 65,034 shares; 2026Q2: 64,105 shares 64,105 $8.43M 0.19% -929 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,439 shares; 2024Q4: 64,870 shares; 2025Q1: 63,013 shares; 2025Q2: 60,918 shares; 2025Q3: 57,729 shares; 2025Q4: 57,089 shares; 2026Q1: 54,785 shares; 2026Q2: 53,153 shares 53,153 $8.08M 0.18% -1,632 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: 10,265 shares; 2024Q4: 8,773 shares; 2025Q1: 8,809 shares; 2025Q2: 9,759 shares; 2025Q3: 6,635 shares; 2025Q4: 6,830 shares; 2026Q1: 6,847 shares; 2026Q2: 6,477 shares 6,477 $7.61M 0.17% -370 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: 28,886 shares; 2024Q4: 31,168 shares; 2025Q1: 29,155 shares; 2025Q2: 26,613 shares; 2025Q3: 16,891 shares; 2025Q4: 16,555 shares; 2026Q1: 17,284 shares; 2026Q2: 17,341 shares 17,341 $7.21M 0.16% +57 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,869 shares; 2024Q4: 25,561 shares; 2025Q1: 25,115 shares; 2025Q2: 24,640 shares; 2025Q3: 26,992 shares; 2025Q4: 25,774 shares; 2026Q1: 29,020 shares; 2026Q2: 27,151 shares 27,151 $7.09M 0.16% -1,869 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,349 shares; 2024Q4: 92,403 shares; 2025Q1: 89,464 shares; 2025Q2: 85,227 shares; 2025Q3: 82,164 shares; 2025Q4: 81,512 shares; 2026Q1: 78,798 shares; 2026Q2: 76,783 shares 76,783 $7.03M 0.16% -2,015 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: 128,029 shares; 2024Q4: 138,770 shares; 2025Q1: 147,388 shares; 2025Q2: 133,156 shares; 2025Q3: 62,315 shares; 2025Q4: 61,837 shares; 2026Q1: 61,292 shares; 2026Q2: 61,226 shares 61,226 $6.93M 0.15% -66 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,583 shares; 2024Q4: 3,400 shares; 2025Q1: 24,346 shares; 2025Q2: 64,888 shares; 2025Q3: 63,065 shares; 2025Q4: 63,065 shares; 2026Q1: 62,806 shares; 2026Q2: 67,859 shares 67,859 $6.83M 0.15% +5,053 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,020 shares; 2024Q4: 39,490 shares; 2025Q1: 37,947 shares; 2025Q2: 36,167 shares; 2025Q3: 34,539 shares; 2025Q4: 34,000 shares; 2026Q1: 33,514 shares; 2026Q2: 32,385 shares 32,385 $6.82M 0.15% -1,129 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,587 shares; 2024Q4: 51,656 shares; 2025Q1: 51,950 shares; 2025Q2: 52,874 shares; 2025Q3: 40,154 shares; 2025Q4: 22,954 shares; 2026Q1: 22,954 shares; 2026Q2: 22,858 shares 22,858 $6.81M 0.15% -96 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: 35,527 shares; 2024Q4: 37,434 shares; 2025Q1: 36,015 shares; 2025Q2: 35,448 shares; 2025Q3: 32,913 shares; 2025Q4: 40,715 shares; 2026Q1: 42,034 shares; 2026Q2: 42,882 shares 42,882 $6.78M 0.15% +848 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: 45,969 shares; 2024Q4: 53,578 shares; 2025Q1: 51,385 shares; 2025Q2: 52,148 shares; 2025Q3: 24,918 shares; 2025Q4: 24,980 shares; 2026Q1: 22,902 shares; 2026Q2: 22,518 shares 22,518 $6.71M 0.15% -384 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: 453,821 shares; 2024Q4: 419,336 shares; 2025Q1: 730,369 shares; 2025Q2: 555,900 shares; 2025Q3: 128,144 shares; 2025Q4: 148,079 shares; 2026Q1: 142,093 shares; 2026Q2: 66,807 shares 66,807 $6.61M 0.15% -75,286 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 123,100 shares; 2025Q4: 123,207 shares; 2026Q1: 121,818 shares; 2026Q2: 122,760 shares 122,760 $6.54M 0.15% +942 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: 71,766 shares; 2024Q4: 69,137 shares; 2025Q1: 67,636 shares; 2025Q2: 67,391 shares; 2025Q3: 56,135 shares; 2025Q4: 53,426 shares; 2026Q1: 52,103 shares; 2026Q2: 49,840 shares 49,840 $6.47M 0.14% -2,263 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: 56,058 shares; 2024Q4: 73,291 shares; 2025Q1: 73,647 shares; 2025Q2: 74,165 shares; 2025Q3: 25,502 shares; 2025Q4: 16,061 shares; 2026Q1: 16,807 shares; 2026Q2: 16,967 shares 16,967 $6.41M 0.14% +160 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,708 shares; 2026Q2: 32,878 shares 32,878 $6.23M 0.14% +170 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,932 shares; 2024Q4: 60,960 shares; 2025Q1: 61,432 shares; 2025Q2: 60,417 shares; 2025Q3: 63,791 shares; 2025Q4: 64,580 shares; 2026Q1: 64,030 shares; 2026Q2: 64,011 shares 64,011 $6.21M 0.14% -19 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: 159,681 shares; 2024Q4: 155,702 shares; 2025Q1: 146,387 shares; 2025Q2: 146,830 shares; 2025Q3: 116,259 shares; 2025Q4: 111,176 shares; 2026Q1: 107,131 shares; 2026Q2: 106,605 shares 106,605 $6.14M 0.14% -526 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: 56,341 shares; 2024Q4: 58,394 shares; 2025Q1: 57,404 shares; 2025Q2: 57,300 shares; 2025Q3: 46,993 shares; 2025Q4: 43,545 shares; 2026Q1: 43,279 shares; 2026Q2: 42,839 shares 42,839 $6.13M 0.14% -440 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,170 shares; 2024Q4: 808 shares; 2025Q1: 108,876 shares; 2025Q2: 107,448 shares; 2025Q3: 104,368 shares; 2025Q4: 104,021 shares; 2026Q1: 104,713 shares; 2026Q2: 108,446 shares 108,446 $6.08M 0.14% +3,733 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,373 shares; 2024Q4: 75,060 shares; 2025Q1: 75,196 shares; 2025Q2: 102,488 shares; 2025Q3: 81,234 shares; 2025Q4: 78,685 shares; 2026Q1: 78,575 shares; 2026Q2: 76,923 shares 76,923 $6.02M 0.13% -1,652 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,558 shares; 2024Q4: 59,136 shares; 2025Q1: 63,371 shares; 2025Q2: 61,198 shares; 2025Q3: 89,669 shares; 2025Q4: 78,697 shares; 2026Q1: 78,407 shares; 2026Q2: 78,398 shares 78,398 $6.02M 0.13% -9 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: 26,477 shares; 2024Q4: 26,824 shares; 2025Q1: 23,287 shares; 2025Q2: 28,123 shares; 2025Q3: 12,268 shares; 2025Q4: 12,227 shares; 2026Q1: 11,741 shares; 2026Q2: 69,661 shares 69,661 $6M 0.13% +57,920 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: 7,959 shares; 2025Q1: 7,838 shares; 2025Q2: 7,937 shares; 2025Q3: 6,234 shares; 2025Q4: 6,129 shares; 2026Q1: 6,158 shares; 2026Q2: 6,220 shares 6,220 $5.98M 0.13% +62 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: 60,413 shares; 2024Q4: 65,537 shares; 2025Q1: 65,641 shares; 2025Q2: 59,821 shares; 2025Q3: 35,346 shares; 2025Q4: 35,410 shares; 2026Q1: 34,432 shares; 2026Q2: 32,946 shares 32,946 $5.96M 0.13% -1,486 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: 2,933 shares; 2024Q4: 2,905 shares; 2025Q1: 2,905 shares; 2025Q2: 2,894 shares; 2025Q3: 2,891 shares; 2025Q4: 2,891 shares; 2026Q1: 2,891 shares; 2026Q2: 2,854 shares 2,854 $5.94M 0.13% -37 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,558 shares; 2024Q4: 33,558 shares; 2025Q1: 33,558 shares; 2025Q2: 33,558 shares; 2025Q3: 33,501 shares; 2025Q4: 33,501 shares; 2026Q1: 33,299 shares; 2026Q2: 33,126 shares 33,126 $5.92M 0.13% -173 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,955 shares; 2024Q4: 94,806 shares; 2025Q1: 92,328 shares; 2025Q2: 87,887 shares; 2025Q3: 85,304 shares; 2025Q4: 84,388 shares; 2026Q1: 86,656 shares; 2026Q2: 85,282 shares 85,282 $5.91M 0.13% -1,374 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: 104,764 shares; 2024Q4: 109,854 shares; 2025Q1: 117,220 shares; 2025Q2: 121,983 shares; 2025Q3: 125,818 shares; 2025Q4: 114,357 shares; 2026Q1: 105,204 shares; 2026Q2: 101,937 shares 101,937 $5.9M 0.13% -3,267 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: 46,379 shares; 2024Q4: 42,468 shares; 2025Q1: 39,361 shares; 2025Q2: 37,915 shares; 2025Q3: 26,377 shares; 2025Q4: 25,192 shares; 2026Q1: 25,892 shares; 2026Q2: 26,314 shares 26,314 $5.89M 0.13% +422 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: 73,727 shares; 2024Q4: 71,930 shares; 2025Q1: 67,950 shares; 2025Q2: 55,065 shares; 2025Q3: 51,731 shares; 2025Q4: 46,429 shares; 2026Q1: 44,320 shares; 2026Q2: 42,706 shares 42,706 $5.84M 0.13% -1,614 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: 20,676 shares; 2026Q1: 68,581 shares; 2026Q2: 65,761 shares 65,761 $5.83M 0.13% -2,820 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: 46,839 shares; 2024Q4: 52,562 shares; 2025Q1: 35,870 shares; 2025Q2: 57,974 shares; 2025Q3: 26,615 shares; 2025Q4: 53,014 shares; 2026Q1: 56,212 shares; 2026Q2: 58,357 shares 58,357 $5.64M 0.13% +2,145 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: 76,404 shares; 2024Q4: 74,008 shares; 2025Q1: 72,499 shares; 2025Q2: 67,107 shares; 2025Q3: 65,105 shares; 2025Q4: 63,253 shares; 2026Q1: 58,851 shares; 2026Q2: 57,948 shares 57,948 $5.61M 0.13% -903 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,552 shares; 2024Q4: 53,540 shares; 2025Q1: 67,159 shares; 2025Q2: 90,471 shares; 2025Q3: 89,747 shares; 2025Q4: 89,031 shares; 2026Q1: 88,466 shares; 2026Q2: 89,091 shares 89,091 $5.61M 0.13% +625 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: 34,446 shares; 2024Q4: 30,299 shares; 2025Q1: 30,104 shares; 2025Q2: 28,730 shares; 2025Q3: 23,303 shares; 2025Q4: 23,065 shares; 2026Q1: 22,836 shares; 2026Q2: 22,764 shares 22,764 $5.6M 0.13% -72 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: 149,176 shares; 2024Q4: 151,072 shares; 2025Q1: 149,578 shares; 2025Q2: 145,967 shares; 2025Q3: 140,366 shares; 2025Q4: 141,518 shares; 2026Q1: 135,082 shares; 2026Q2: 134,315 shares 134,315 $5.56M 0.12% -767 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: 7,730 shares; 2024Q4: 15,635 shares; 2025Q1: 14,609 shares; 2025Q2: 14,372 shares; 2025Q3: 3,747 shares; 2025Q4: 17,206 shares; 2026Q1: 17,296 shares; 2026Q2: 16,303 shares 16,303 $5.56M 0.12% -993 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 9,947 shares; 2025Q1: 7,528 shares; 2025Q2: 8,296 shares; 2025Q3: 7,500 shares; 2025Q4: 11,250 shares; 2026Q1: 11,500 shares; 2026Q2: 11,506 shares 11,506 $5.56M 0.12% +6 Timeline NULV 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: 99,367 shares; 2024Q4: 87,318 shares; 2025Q1: 86,057 shares; 2025Q2: 85,790 shares; 2025Q3: 85,790 shares; 2025Q4: 108,565 shares; 2026Q1: 108,672 shares; 2026Q2: 109,734 shares 109,734 $5.49M 0.12% +1,062 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: 20,853 shares; 2024Q4: 22,937 shares; 2025Q1: 18,682 shares; 2025Q2: 17,420 shares; 2025Q3: 7,726 shares; 2025Q4: 7,686 shares; 2026Q1: 7,836 shares; 2026Q2: 7,575 shares 7,575 $5.48M 0.12% -261 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: 55,860 shares; 2024Q4: 58,351 shares; 2025Q1: 60,453 shares; 2025Q2: 62,665 shares; 2025Q3: 15,714 shares; 2025Q4: 16,403 shares; 2026Q1: 16,508 shares; 2026Q2: 14,472 shares 14,472 $5.33M 0.12% -2,036 Timeline CAC CAMDEN NATL CORP More: the full row for CAMDEN NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,827 shares; 2024Q4: 118,170 shares; 2025Q1: 115,832 shares; 2025Q2: 110,611 shares; 2025Q3: 107,235 shares; 2025Q4: 105,302 shares; 2026Q1: 101,661 shares; 2026Q2: 96,904 shares 96,904 $5.25M 0.12% -4,757 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,853 shares; 2024Q4: 14,703 shares; 2025Q1: 14,677 shares; 2025Q2: 14,448 shares; 2025Q3: 13,175 shares; 2025Q4: 12,545 shares; 2026Q1: 12,388 shares; 2026Q2: 12,268 shares 12,268 $5.22M 0.12% -120 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: 53,268 shares; 2024Q4: 52,421 shares; 2025Q1: 50,388 shares; 2025Q2: 35,301 shares; 2025Q3: 32,444 shares; 2025Q4: 31,037 shares; 2026Q1: 29,612 shares; 2026Q2: 28,840 shares 28,840 $5.15M 0.11% -772 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,662 shares; 2024Q4: 37,844 shares; 2025Q1: 36,487 shares; 2025Q2: 34,974 shares; 2025Q3: 34,283 shares; 2025Q4: 34,284 shares; 2026Q1: 34,216 shares; 2026Q2: 33,298 shares 33,298 $4.94M 0.11% -918 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,095 shares; 2024Q4: 62,563 shares; 2025Q1: 61,575 shares; 2025Q2: 58,040 shares; 2025Q3: 56,743 shares; 2025Q4: 53,347 shares; 2026Q1: 50,402 shares; 2026Q2: 47,737 shares 47,737 $4.78M 0.11% -2,665 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: 148,383 shares; 2024Q4: 146,490 shares; 2025Q1: 130,006 shares; 2025Q2: 133,118 shares; 2025Q3: 104,431 shares; 2025Q4: 99,478 shares; 2026Q1: 125,879 shares; 2026Q2: 115,529 shares 115,529 $4.74M 0.11% -10,350 Timeline KWR QUAKER HOUGHTON More: the full row for QUAKER HOUGHTON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,568 shares; 2024Q4: 25,848 shares; 2025Q1: 25,993 shares; 2025Q2: 24,594 shares; 2025Q3: 23,912 shares; 2025Q4: 24,899 shares; 2026Q1: 24,769 shares; 2026Q2: 29,838 shares 29,838 $4.74M 0.11% +5,069 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,847 shares; 2024Q4: 25,596 shares; 2025Q1: 25,352 shares; 2025Q2: 24,084 shares; 2025Q3: 17,713 shares; 2025Q4: 17,516 shares; 2026Q1: 17,166 shares; 2026Q2: 16,893 shares 16,893 $4.73M 0.11% -273 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,941 shares; 2024Q4: 39,984 shares; 2025Q1: 39,118 shares; 2025Q2: 34,953 shares; 2025Q3: 34,304 shares; 2025Q4: 33,653 shares; 2026Q1: 31,661 shares; 2026Q2: 30,849 shares 30,849 $4.72M 0.11% -812 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: 62,376 shares; 2024Q4: 59,042 shares; 2025Q1: 56,893 shares; 2025Q2: 54,527 shares; 2025Q3: 51,618 shares; 2025Q4: 50,684 shares; 2026Q1: 48,916 shares; 2026Q2: 46,895 shares 46,895 $4.61M 0.1% -2,021 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: 31,428 shares; 2024Q4: 32,939 shares; 2025Q1: 30,560 shares; 2025Q2: 27,410 shares; 2025Q3: 13,474 shares; 2025Q4: 13,605 shares; 2026Q1: 13,369 shares; 2026Q2: 13,444 shares 13,444 $4.55M 0.1% +75 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: 9,108 shares; 2024Q4: 9,963 shares; 2025Q1: 7,222 shares; 2025Q2: 6,769 shares; 2025Q3: 4,619 shares; 2025Q4: 4,494 shares; 2026Q1: 4,474 shares; 2026Q2: 4,596 shares 4,596 $4.5M 0.1% +122 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: 392 shares; 2024Q4: 734 shares; 2025Q1: 490 shares; 2025Q2: 978 shares; 2025Q3: 35,534 shares; 2025Q4: 38,114 shares; 2026Q1: 38,459 shares; 2026Q2: 38,931 shares 38,931 $4.48M 0.1% +472 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: 323,016 shares; 2024Q4: 311,773 shares; 2025Q1: 305,671 shares; 2025Q2: 290,871 shares; 2025Q3: 215,728 shares; 2025Q4: 208,380 shares; 2026Q1: 194,065 shares; 2026Q2: 185,530 shares 185,530 $4.47M 0.1% -8,535 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: 16,747 shares; 2024Q4: 15,849 shares; 2025Q1: 15,702 shares; 2025Q2: 16,595 shares; 2025Q3: 12,754 shares; 2025Q4: 12,758 shares; 2026Q1: 12,771 shares; 2026Q2: 12,808 shares 12,808 $4.41M 0.1% +37 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,660 shares; 2024Q4: 18,981 shares; 2025Q1: 18,779 shares; 2025Q2: 19,314 shares; 2025Q3: 14,734 shares; 2025Q4: 15,681 shares; 2026Q1: 12,910 shares; 2026Q2: 12,873 shares 12,873 $4.39M 0.1% -37 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: 21,299 shares; 2024Q4: 21,485 shares; 2025Q1: 21,378 shares; 2025Q2: 20,406 shares; 2025Q3: 16,320 shares; 2025Q4: 14,835 shares; 2026Q1: 14,867 shares; 2026Q2: 14,793 shares 14,793 $4.34M 0.1% -74 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: 89,761 shares; 2024Q4: 90,168 shares; 2025Q1: 93,496 shares; 2025Q2: 86,194 shares; 2025Q3: 64,159 shares; 2025Q4: 63,885 shares; 2026Q1: 62,482 shares; 2026Q2: 59,499 shares 59,499 $4.28M 0.1% -2,983 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: 266,565 shares; 2024Q4: 258,408 shares; 2025Q1: 254,850 shares; 2025Q2: 253,918 shares; 2025Q3: 205,549 shares; 2025Q4: 201,452 shares; 2026Q1: 203,763 shares; 2026Q2: 203,344 shares 203,344 $4.21M 0.09% -419 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: 758 shares; 2024Q4: 664 shares; 2025Q1: 731 shares; 2025Q2: 1,102 shares; 2025Q3: 560 shares; 2025Q4: 11,976 shares; 2026Q1: 11,923 shares; 2026Q2: 11,894 shares 11,894 $4.16M 0.09% -29 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: 47,120 shares; 2024Q4: 45,353 shares; 2025Q1: 48,183 shares; 2025Q2: 48,393 shares; 2025Q3: 48,863 shares; 2025Q4: 48,863 shares; 2026Q1: 49,498 shares; 2026Q2: 49,498 shares 49,498 $4.15M 0.09% 0 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: 93,400 shares; 2024Q4: 89,736 shares; 2025Q1: 87,764 shares; 2025Q2: 85,003 shares; 2025Q3: 84,194 shares; 2025Q4: 82,273 shares; 2026Q1: 84,054 shares; 2026Q2: 82,103 shares 82,103 $4.14M 0.09% -1,951 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: 10,382 shares; 2024Q4: 10,365 shares; 2025Q1: 10,344 shares; 2025Q2: 7,186 shares; 2025Q3: 5,828 shares; 2025Q4: 5,893 shares; 2026Q1: 5,885 shares; 2026Q2: 5,835 shares 5,835 $4.1M 0.09% -50 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: 14,619 shares; 2024Q4: 13,568 shares; 2025Q1: 12,801 shares; 2025Q2: 12,570 shares; 2025Q3: 12,027 shares; 2025Q4: 11,931 shares; 2026Q1: 11,719 shares; 2026Q2: 11,662 shares 11,662 $4.01M 0.09% -57 Timeline VPU 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: 20,400 shares; 2024Q4: 20,545 shares; 2025Q1: 20,545 shares; 2025Q2: 20,545 shares; 2025Q3: 20,545 shares; 2025Q4: 20,187 shares; 2026Q1: 20,187 shares; 2026Q2: 20,207 shares 20,207 $3.96M 0.09% +20 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: 21,275 shares; 2024Q4: 20,886 shares; 2025Q1: 18,643 shares; 2025Q2: 18,143 shares; 2025Q3: 16,870 shares; 2025Q4: 16,670 shares; 2026Q1: 16,670 shares; 2026Q2: 15,137 shares 15,137 $3.87M 0.09% -1,533 Timeline DJCO DAILY JOURNAL CORP More: the full row for DAILY JOURNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,400 shares; 2024Q4: 6,400 shares; 2025Q1: 6,400 shares; 2025Q2: 6,400 shares; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares; 2026Q1: 6,400 shares; 2026Q2: 6,400 shares 6,400 $3.85M 0.09% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,340 shares; 2024Q4: 34,552 shares; 2025Q1: 93,009 shares; 2025Q2: 148,612 shares; 2025Q3: 157,601 shares; 2025Q4: 146,697 shares; 2026Q1: 146,694 shares; 2026Q2: 147,717 shares 147,717 $3.74M 0.08% +1,023 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: 279 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 233 shares; 2025Q4: 173 shares; 2026Q1: 10,207 shares; 2026Q2: 9,956 shares 9,956 $3.73M 0.08% -251 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: 49,298 shares; 2024Q4: 48,735 shares; 2025Q1: 49,923 shares; 2025Q2: 59,058 shares; 2025Q3: 17,557 shares; 2025Q4: 17,387 shares; 2026Q1: 16,987 shares; 2026Q2: 16,987 shares 16,987 $3.7M 0.08% 0 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: 74,073 shares; 2024Q4: 72,363 shares; 2025Q1: 77,428 shares; 2025Q2: 73,833 shares; 2025Q3: 45,456 shares; 2025Q4: 44,591 shares; 2026Q1: 40,458 shares; 2026Q2: 39,757 shares 39,757 $3.67M 0.08% -701 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: 43,812 shares; 2024Q4: 47,042 shares; 2025Q1: 40,306 shares; 2025Q2: 38,007 shares; 2025Q3: 30,832 shares; 2025Q4: 30,155 shares; 2026Q1: 25,839 shares; 2026Q2: 23,267 shares 23,267 $3.65M 0.08% -2,572 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: 10,459 shares; 2024Q4: 11,233 shares; 2025Q1: 9,140 shares; 2025Q2: 9,336 shares; 2025Q3: 4,268 shares; 2025Q4: 4,294 shares; 2026Q1: 3,857 shares; 2026Q2: 3,843 shares 3,843 $3.6M 0.08% -14 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,165 shares; 2024Q4: 47,904 shares; 2025Q1: 47,028 shares; 2025Q2: 44,585 shares; 2025Q3: 43,167 shares; 2025Q4: 42,403 shares; 2026Q1: 40,839 shares; 2026Q2: 39,562 shares 39,562 $3.59M 0.08% -1,277 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: 24,834 shares; 2024Q4: 24,523 shares; 2025Q1: 71,195 shares; 2025Q2: 73,364 shares; 2025Q3: 73,003 shares; 2025Q4: 73,737 shares; 2026Q1: 73,145 shares; 2026Q2: 73,978 shares 73,978 $3.52M 0.08% +833 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: 23,217 shares; 2024Q4: 18,428 shares; 2025Q1: 17,953 shares; 2025Q2: 17,978 shares; 2025Q3: 15,458 shares; 2025Q4: 13,738 shares; 2026Q1: 13,719 shares; 2026Q2: 12,991 shares 12,991 $3.51M 0.08% -728 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: 8,563 shares; 2024Q4: 9,821 shares; 2025Q1: 8,158 shares; 2025Q2: 7,994 shares; 2025Q3: 3,374 shares; 2025Q4: 3,353 shares; 2026Q1: 3,496 shares; 2026Q2: 3,456 shares 3,456 $3.5M 0.08% -40 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: 9,486 shares; 2024Q4: 6,354 shares; 2025Q1: 1,726 shares; 2025Q2: 20,062 shares; 2025Q3: 35,427 shares; 2025Q4: 36,064 shares; 2026Q1: 28,657 shares; 2026Q2: 28,623 shares 28,623 $3.46M 0.08% -34 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,651 shares; 2024Q4: 40,887 shares; 2025Q1: 40,181 shares; 2025Q2: 40,196 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares; 2026Q1: 40,000 shares; 2026Q2: 40,000 shares 40,000 $3.46M 0.08% 0 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: 17,053 shares; 2024Q4: 18,447 shares; 2025Q1: 18,932 shares; 2025Q2: 19,123 shares; 2025Q3: 16,816 shares; 2025Q4: 16,429 shares; 2026Q1: 15,914 shares; 2026Q2: 15,925 shares 15,925 $3.45M 0.08% +11 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: 16,100 shares; 2024Q4: 17,975 shares; 2025Q1: 20,647 shares; 2025Q2: 19,360 shares; 2025Q3: 4,669 shares; 2025Q4: 5,902 shares; 2026Q1: 7,845 shares; 2026Q2: 8,107 shares 8,107 $3.41M 0.08% +262 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: 51,695 shares; 2026Q1: 22,997 shares; 2026Q2: 20,829 shares 20,829 $3.4M 0.08% -2,168 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: 80,278 shares; 2024Q4: 76,401 shares; 2025Q1: 63,802 shares; 2025Q2: 68,527 shares; 2025Q3: 57,680 shares; 2025Q4: 35,628 shares; 2026Q1: 35,660 shares; 2026Q2: 34,053 shares 34,053 $3.28M 0.07% -1,607 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: 13,605 shares; 2024Q4: 13,698 shares; 2025Q1: 13,702 shares; 2025Q2: 14,163 shares; 2025Q3: 13,413 shares; 2025Q4: 13,413 shares; 2026Q1: 13,413 shares; 2026Q2: 13,416 shares 13,416 $3.25M 0.07% +3 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES 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: 37,427 shares; 2025Q4: 37,473 shares; 2026Q1: 36,801 shares; 2026Q2: 36,826 shares 36,826 $3.25M 0.07% +25 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: 18,663 shares; 2024Q4: 20,989 shares; 2025Q1: 20,280 shares; 2025Q2: 17,201 shares; 2025Q3: 10,683 shares; 2025Q4: 11,295 shares; 2026Q1: 10,862 shares; 2026Q2: 10,670 shares 10,670 $3.23M 0.07% -192 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,177 shares; 2024Q4: 129,824 shares; 2025Q1: 126,829 shares; 2025Q2: 121,335 shares; 2025Q3: 118,544 shares; 2025Q4: 104,795 shares; 2026Q1: 83,991 shares; 2026Q2: 72,950 shares 72,950 $3.23M 0.07% -11,041 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: 38,449 shares; 2024Q4: 37,837 shares; 2025Q1: 37,281 shares; 2025Q2: 36,011 shares; 2025Q3: 29,615 shares; 2025Q4: 29,886 shares; 2026Q1: 29,932 shares; 2026Q2: 29,379 shares 29,379 $3.22M 0.07% -553 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: 54,809 shares; 2024Q4: 55,507 shares; 2025Q1: 53,642 shares; 2025Q2: 46,014 shares; 2025Q3: 42,638 shares; 2025Q4: 62,956 shares; 2026Q1: 85,358 shares; 2026Q2: 84,030 shares 84,030 $3.22M 0.07% -1,328 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,329 shares; 2024Q4: 13,249 shares; 2025Q1: 10,918 shares; 2025Q2: 11,253 shares; 2025Q3: 10,085 shares; 2025Q4: 34,260 shares; 2026Q1: 37,677 shares; 2026Q2: 44,677 shares 44,677 $3.2M 0.07% +7,000 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,074 shares; 2024Q4: 10,019 shares; 2025Q1: 9,381 shares; 2025Q2: 8,411 shares; 2025Q3: 6,518 shares; 2025Q4: 7,371 shares; 2026Q1: 6,510 shares; 2026Q2: 6,497 shares 6,497 $3.19M 0.07% -13 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: 31,260 shares; 2024Q4: 31,353 shares; 2025Q1: 30,879 shares; 2025Q2: 30,156 shares; 2025Q3: 26,304 shares; 2025Q4: 25,582 shares; 2026Q1: 26,105 shares; 2026Q2: 24,571 shares 24,571 $3.11M 0.07% -1,534 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: 9,309 shares; 2024Q4: 9,264 shares; 2025Q1: 9,190 shares; 2025Q2: 9,166 shares; 2025Q3: 8,705 shares; 2025Q4: 8,705 shares; 2026Q1: 8,620 shares; 2026Q2: 8,621 shares 8,621 $3.09M 0.07% +1 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: 11,372 shares; 2024Q4: 14,879 shares; 2025Q1: 14,929 shares; 2025Q2: 10,027 shares; 2025Q3: 6,607 shares; 2025Q4: 9,801 shares; 2026Q1: 9,682 shares; 2026Q2: 38,390 shares 38,390 $3.09M 0.07% +28,708 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: 91,725 shares; 2024Q4: 93,145 shares; 2025Q1: 89,845 shares; 2025Q2: 89,845 shares; 2025Q3: 87,005 shares; 2025Q4: 83,005 shares; 2026Q1: 88,225 shares; 2026Q2: 83,005 shares 83,005 $3.05M 0.07% -5,220 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: 60,394 shares; 2024Q4: 54,903 shares; 2025Q1: 49,946 shares; 2025Q2: 47,683 shares; 2025Q3: 42,699 shares; 2025Q4: 42,001 shares; 2026Q1: 36,465 shares; 2026Q2: 33,028 shares 33,028 $3.01M 0.07% -3,437 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,004 shares; 2024Q4: 52,626 shares; 2025Q1: 42,696 shares; 2025Q2: 40,852 shares; 2025Q3: 26,908 shares; 2025Q4: 26,970 shares; 2026Q1: 26,052 shares; 2026Q2: 24,631 shares 24,631 $2.99M 0.07% -1,421 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: 14,880 shares; 2024Q4: 16,422 shares; 2025Q1: 15,179 shares; 2025Q2: 15,740 shares; 2025Q3: 10,205 shares; 2025Q4: 10,969 shares; 2026Q1: 11,024 shares; 2026Q2: 10,781 shares 10,781 $2.97M 0.07% -243 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 231,398 shares; 2024Q4: 325,243 shares; 2025Q1: 319,743 shares; 2025Q2: 318,742 shares; 2025Q3: 156,722 shares; 2025Q4: 156,722 shares; 2026Q1: 159,065 shares; 2026Q2: 154,403 shares 154,403 $2.95M 0.07% -4,662 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,822 shares; 2024Q4: 15,163 shares; 2025Q1: 14,748 shares; 2025Q2: 13,453 shares; 2025Q3: 6,409 shares; 2025Q4: 7,074 shares; 2026Q1: 6,820 shares; 2026Q2: 6,906 shares 6,906 $2.94M 0.07% +86 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: 33,858 shares; 2024Q4: 34,915 shares; 2025Q1: 35,046 shares; 2025Q2: 36,902 shares; 2025Q3: 17,437 shares; 2025Q4: 17,437 shares; 2026Q1: 17,137 shares; 2026Q2: 17,162 shares 17,162 $2.9M 0.06% +25 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: 5,622 shares; 2024Q4: 5,272 shares; 2025Q1: 5,011 shares; 2025Q2: 4,821 shares; 2025Q3: 3,895 shares; 2025Q4: 3,856 shares; 2026Q1: 3,844 shares; 2026Q2: 3,835 shares 3,835 $2.9M 0.06% -9 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: 131,991 shares; 2024Q4: 132,563 shares; 2025Q1: 130,007 shares; 2025Q2: 133,538 shares; 2025Q3: 53,277 shares; 2025Q4: 49,376 shares; 2026Q1: 50,603 shares; 2026Q2: 49,980 shares 49,980 $2.85M 0.06% -623 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: 45,276 shares; 2024Q4: 55,588 shares; 2025Q1: 53,207 shares; 2025Q2: 58,064 shares; 2025Q3: 16,974 shares; 2025Q4: 25,686 shares; 2026Q1: 31,386 shares; 2026Q2: 34,208 shares 34,208 $2.83M 0.06% +2,822 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: 8,693 shares; 2024Q4: 8,693 shares; 2025Q1: 8,693 shares; 2025Q2: 8,716 shares; 2025Q3: 8,416 shares; 2025Q4: 8,559 shares; 2026Q1: 12,801 shares; 2026Q2: 17,167 shares 17,167 $2.83M 0.06% +4,366 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: 28,532 shares; 2024Q4: 28,855 shares; 2025Q1: 28,855 shares; 2025Q2: 59,667 shares; 2025Q3: 54,844 shares; 2025Q4: 56,168 shares; 2026Q1: 56,868 shares; 2026Q2: 58,819 shares 58,819 $2.83M 0.06% +1,951 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: 51,333 shares; 2024Q4: 55,798 shares; 2025Q1: 50,837 shares; 2025Q2: 48,359 shares; 2025Q3: 34,376 shares; 2025Q4: 34,725 shares; 2026Q1: 33,827 shares; 2026Q2: 30,776 shares 30,776 $2.82M 0.06% -3,051 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: 9,373 shares; 2024Q4: 12,507 shares; 2025Q1: 12,447 shares; 2025Q2: 12,458 shares; 2025Q3: 7,994 shares; 2025Q4: 8,179 shares; 2026Q1: 13,012 shares; 2026Q2: 19,141 shares 19,141 $2.8M 0.06% +6,129 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: 60,373 shares; 2024Q4: 70,430 shares; 2025Q1: 69,060 shares; 2025Q2: 68,691 shares; 2025Q3: 36,467 shares; 2025Q4: 35,615 shares; 2026Q1: 34,115 shares; 2026Q2: 32,968 shares 32,968 $2.72M 0.06% -1,147 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: 34,939 shares; 2024Q4: 36,459 shares; 2025Q1: 35,423 shares; 2025Q2: 36,580 shares; 2025Q3: 12,609 shares; 2025Q4: 12,653 shares; 2026Q1: 13,517 shares; 2026Q2: 15,232 shares 15,232 $2.69M 0.06% +1,715 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: 24,277 shares; 2024Q4: 29,731 shares; 2025Q1: 33,034 shares; 2025Q2: 44,619 shares; 2025Q3: 37,721 shares; 2025Q4: 38,219 shares; 2026Q1: 38,238 shares; 2026Q2: 37,981 shares 37,981 $2.59M 0.06% -257 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: 27,991 shares; 2024Q4: 26,285 shares; 2025Q1: 26,647 shares; 2025Q2: 19,965 shares; 2025Q3: 17,073 shares; 2025Q4: 17,746 shares; 2026Q1: 19,036 shares; 2026Q2: 17,715 shares 17,715 $2.56M 0.06% -1,321 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,484 shares; 2024Q4: 23,578 shares; 2025Q1: 24,538 shares; 2025Q2: 24,401 shares; 2025Q3: 20,322 shares; 2025Q4: 20,667 shares; 2026Q1: 19,517 shares; 2026Q2: 20,237 shares 20,237 $2.55M 0.06% +720 Timeline IGF 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: 37,772 shares; 2025Q3: 37,772 shares; 2025Q4: 37,772 shares; 2026Q1: 37,772 shares; 2026Q2: 37,772 shares 37,772 $2.52M 0.06% 0 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: 6,422 shares; 2024Q4: 6,433 shares; 2025Q1: 4,080 shares; 2025Q2: 2,370 shares; 2025Q3: 1,016 shares; 2025Q4: 1,486 shares; 2026Q1: 6,282 shares; 2026Q2: 6,105 shares 6,105 $2.49M 0.06% -177 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,415 shares; 2024Q4: 15,780 shares; 2025Q1: 15,832 shares; 2025Q2: 15,652 shares; 2025Q3: 15,602 shares; 2025Q4: 15,735 shares; 2026Q1: 17,793 shares; 2026Q2: 17,822 shares 17,822 $2.44M 0.05% +29 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,529 shares; 2024Q4: 76,009 shares; 2025Q1: 76,265 shares; 2025Q2: 76,305 shares; 2025Q3: 22,395 shares; 2025Q4: 22,919 shares; 2026Q1: 22,429 shares; 2026Q2: 22,464 shares 22,464 $2.34M 0.05% +35 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,080 shares; 2024Q4: 40,500 shares; 2025Q1: 39,742 shares; 2025Q2: 40,268 shares; 2025Q3: 26,737 shares; 2025Q4: 27,415 shares; 2026Q1: 28,338 shares; 2026Q2: 26,916 shares 26,916 $2.28M 0.05% -1,422 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,619 shares; 2024Q4: 10,054 shares; 2025Q1: 10,005 shares; 2025Q2: 9,455 shares; 2025Q3: 4,307 shares; 2025Q4: 4,467 shares; 2026Q1: 4,371 shares; 2026Q2: 4,356 shares 4,356 $2.26M 0.05% -15 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,110 shares; 2026Q1: 42,396 shares; 2026Q2: 36,760 shares 36,760 $2.21M 0.05% -5,636 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: 204,743 shares; 2024Q4: 204,782 shares; 2025Q1: 204,406 shares; 2025Q2: 204,437 shares; 2025Q3: 10,831 shares; 2025Q4: 10,870 shares; 2026Q1: 10,639 shares; 2026Q2: 9,991 shares 9,991 $2.21M 0.05% -648 Timeline ABSI ABSCI CORPORATION More: the full row for ABSCI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189,522 shares; 2024Q4: 190,663 shares; 2025Q1: 190,663 shares; 2025Q2: 190,663 shares; 2025Q3: 189,522 shares; 2025Q4: 189,522 shares; 2026Q1: 189,522 shares; 2026Q2: 189,522 shares 189,522 $2.2M 0.05% 0 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: 14,844 shares; 2024Q4: 15,950 shares; 2025Q1: 14,725 shares; 2025Q2: 14,730 shares; 2025Q3: 13,459 shares; 2025Q4: 13,499 shares; 2026Q1: 13,499 shares; 2026Q2: 14,299 shares 14,299 $2.18M 0.05% +800 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,014 shares; 2024Q4: 32,222 shares; 2025Q1: 32,532 shares; 2025Q2: 29,621 shares; 2025Q3: 3,872 shares; 2025Q4: 4,387 shares; 2026Q1: 4,359 shares; 2026Q2: 4,528 shares 4,528 $2.16M 0.05% +169 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,347 shares; 2024Q4: 31,730 shares; 2025Q1: 32,338 shares; 2025Q2: 32,849 shares; 2025Q3: 33,579 shares; 2025Q4: 35,501 shares; 2026Q1: 35,944 shares; 2026Q2: 34,120 shares 34,120 $2.12M 0.05% -1,824 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: 5,399 shares; 2024Q4: 5,114 shares; 2025Q1: 5,148 shares; 2025Q2: 5,281 shares; 2025Q3: 4,771 shares; 2025Q4: 4,771 shares; 2026Q1: 4,571 shares; 2026Q2: 4,594 shares 4,594 $2.08M 0.05% +23 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,831 shares; 2024Q4: 22,197 shares; 2025Q1: 33,472 shares; 2025Q2: 32,456 shares; 2025Q3: 30,209 shares; 2025Q4: 31,003 shares; 2026Q1: 35,095 shares; 2026Q2: 35,241 shares 35,241 $2.08M 0.05% +146 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,807 shares; 2024Q4: 20,807 shares; 2025Q1: 20,807 shares; 2025Q2: 20,807 shares; 2025Q3: 20,417 shares; 2025Q4: 20,417 shares; 2026Q1: 19,967 shares; 2026Q2: 19,967 shares 19,967 $2.04M 0.05% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,690 shares; 2024Q4: 45,544 shares; 2025Q1: 45,322 shares; 2025Q2: 40,611 shares; 2025Q3: 27,388 shares; 2025Q4: 27,317 shares; 2026Q1: 26,786 shares; 2026Q2: 26,135 shares 26,135 $2.03M 0.05% -651 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: 10,372 shares; 2024Q4: 11,231 shares; 2025Q1: 8,953 shares; 2025Q2: 8,702 shares; 2025Q3: 6,941 shares; 2025Q4: 6,761 shares; 2026Q1: 6,744 shares; 2026Q2: 6,433 shares 6,433 $2.01M 0.04% -311 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,726 shares; 2024Q4: 2,190 shares; 2025Q1: 2,216 shares; 2025Q2: 2,593 shares; 2025Q3: 952 shares; 2025Q4: 976 shares; 2026Q1: 964 shares; 2026Q2: 1,002 shares 1,002 $1.99M 0.04% +38 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: 4,990 shares; 2024Q4: 6,380 shares; 2025Q1: 3,546 shares; 2025Q2: 3,740 shares; 2025Q3: 3,041 shares; 2025Q4: 3,041 shares; 2026Q1: 3,041 shares; 2026Q2: 2,794 shares 2,794 $1.99M 0.04% -247 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,651 shares; 2024Q4: 4,951 shares; 2025Q1: 5,168 shares; 2025Q2: 5,353 shares; 2025Q3: 4,566 shares; 2025Q4: 7,015 shares; 2026Q1: 27,470 shares; 2026Q2: 28,159 shares 28,159 $1.99M 0.04% +689 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: 25,927 shares; 2024Q4: 25,781 shares; 2025Q1: 37,485 shares; 2025Q2: 32,316 shares; 2025Q3: 27,620 shares; 2025Q4: 25,962 shares; 2026Q1: 25,035 shares; 2026Q2: 24,886 shares 24,886 $1.97M 0.04% -149 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,085 shares; 2024Q4: 46,085 shares; 2025Q1: 46,085 shares; 2025Q2: 46,085 shares; 2025Q3: 46,085 shares; 2025Q4: 46,085 shares; 2026Q1: 46,085 shares; 2026Q2: 46,085 shares 46,085 $1.93M 0.04% 0 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: 21,134 shares; 2024Q4: 30,511 shares; 2025Q1: 29,015 shares; 2025Q2: 29,369 shares; 2025Q3: 8,917 shares; 2025Q4: 8,814 shares; 2026Q1: 8,980 shares; 2026Q2: 9,198 shares 9,198 $1.92M 0.04% +218 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 20,000 shares; 2026Q2: 16,987 shares 16,987 $1.91M 0.04% -3,013 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: 7 shares; 2024Q4: 4,797 shares; 2025Q1: 4,905 shares; 2025Q2: 4,914 shares; 2025Q3: 4,880 shares; 2025Q4: 4,880 shares; 2026Q1: 4,880 shares; 2026Q2: 4,880 shares 4,880 $1.88M 0.04% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,717 shares; 2024Q4: 34,608 shares; 2025Q1: 29,584 shares; 2025Q2: 29,655 shares; 2025Q3: 22,229 shares; 2025Q4: 21,803 shares; 2026Q1: 23,795 shares; 2026Q2: 25,418 shares 25,418 $1.86M 0.04% +1,623 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: 13,901 shares; 2024Q4: 13,521 shares; 2025Q1: 13,430 shares; 2025Q2: 12,967 shares; 2025Q3: 16,686 shares; 2025Q4: 7,803 shares; 2026Q1: 7,803 shares; 2026Q2: 7,804 shares 7,804 $1.86M 0.04% +1 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: 21,046 shares; 2024Q4: 23,422 shares; 2025Q1: 23,311 shares; 2025Q2: 22,431 shares; 2025Q3: 8,570 shares; 2025Q4: 8,506 shares; 2026Q1: 9,006 shares; 2026Q2: 8,592 shares 8,592 $1.83M 0.04% -414 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,604 shares; 2024Q4: 16,349 shares; 2025Q1: 17,830 shares; 2025Q2: 19,849 shares; 2025Q3: 18,903 shares; 2025Q4: 19,731 shares; 2026Q1: 20,175 shares; 2026Q2: 20,974 shares 20,974 $1.81M 0.04% +799 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: 16,087 shares; 2024Q4: 16,105 shares; 2025Q1: 22,017 shares; 2025Q2: 22,033 shares; 2025Q3: 15,370 shares; 2025Q4: 15,370 shares; 2026Q1: 15,370 shares; 2026Q2: 13,431 shares 13,431 $1.78M 0.04% -1,939 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,404 shares; 2024Q4: 41,432 shares; 2025Q1: 41,459 shares; 2025Q2: 41,243 shares; 2025Q3: 14,527 shares; 2025Q4: 13,520 shares; 2026Q1: 12,207 shares; 2026Q2: 11,307 shares 11,307 $1.77M 0.04% -900 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: 93,662 shares; 2024Q4: 20,419 shares; 2025Q1: 20,402 shares; 2025Q2: 18,367 shares; 2025Q3: 11,963 shares; 2025Q4: 11,600 shares; 2026Q1: 11,600 shares; 2026Q2: 11,119 shares 11,119 $1.76M 0.04% -481 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: 1,537 shares; 2024Q4: 1,537 shares; 2025Q1: 1,537 shares; 2025Q2: 1,537 shares; 2025Q3: 1,494 shares; 2025Q4: 1,494 shares; 2026Q1: 1,494 shares; 2026Q2: 1,494 shares 1,494 $1.73M 0.04% 0 CATH 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: 19,495 shares; 2024Q4: 19,495 shares; 2025Q1: 19,495 shares; 2025Q2: 19,495 shares; 2025Q3: 19,495 shares; 2025Q4: 19,495 shares; 2026Q1: 19,495 shares; 2026Q2: 19,495 shares 19,495 $1.73M 0.04% 0 Timeline MPB MID PENN BANCORP INC More: the full row for MID PENN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,552 shares; 2024Q4: 41,552 shares; 2025Q1: 41,552 shares; 2025Q2: 43,400 shares; 2025Q3: 43,400 shares; 2025Q4: 47,400 shares; 2026Q1: 49,400 shares; 2026Q2: 49,400 shares 49,400 $1.72M 0.04% 0 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,805 shares; 2024Q4: 64,076 shares; 2025Q1: 62,929 shares; 2025Q2: 59,284 shares; 2025Q3: 57,658 shares; 2025Q4: 53,119 shares; 2026Q1: 48,448 shares; 2026Q2: 31,737 shares 31,737 $1.71M 0.04% -16,711 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: 12,352 shares; 2024Q4: 11,441 shares; 2025Q1: 10,724 shares; 2025Q2: 10,662 shares; 2025Q3: 8,982 shares; 2025Q4: 8,763 shares; 2026Q1: 9,034 shares; 2026Q2: 8,783 shares 8,783 $1.63M 0.04% -251 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: 18,660 shares; 2024Q4: 19,933 shares; 2025Q1: 18,851 shares; 2025Q2: 18,191 shares; 2025Q3: 12,535 shares; 2025Q4: 12,553 shares; 2026Q1: 12,653 shares; 2026Q2: 12,459 shares 12,459 $1.57M 0.04% -194 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: 20,566 shares; 2024Q4: 27,702 shares; 2025Q1: 22,997 shares; 2025Q2: 25,591 shares; 2025Q3: 17,658 shares; 2025Q4: 17,251 shares; 2026Q1: 17,469 shares; 2026Q2: 16,915 shares 16,915 $1.55M 0.03% -554 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: 3,185 shares; 2024Q4: 3,185 shares; 2025Q1: 3,185 shares; 2025Q2: 3,185 shares; 2025Q3: 7,755 shares; 2025Q4: 6,443 shares; 2026Q1: 7,215 shares; 2026Q2: 5,128 shares 5,128 $1.55M 0.03% -2,087 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,014 shares; 2024Q4: 5,936 shares; 2025Q1: 5,671 shares; 2025Q2: 5,228 shares; 2025Q3: 3,419 shares; 2025Q4: 3,501 shares; 2026Q1: 3,390 shares; 2026Q2: 3,349 shares 3,349 $1.54M 0.03% -41 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: 29,493 shares; 2024Q4: 27,654 shares; 2025Q1: 35,852 shares; 2025Q2: 28,084 shares; 2025Q3: 20,399 shares; 2025Q4: 20,465 shares; 2026Q1: 20,465 shares; 2026Q2: 20,438 shares 20,438 $1.52M 0.03% -27 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: 7,419 shares; 2024Q4: 8,191 shares; 2025Q1: 6,204 shares; 2025Q2: 6,175 shares; 2025Q3: 2,777 shares; 2025Q4: 2,701 shares; 2026Q1: 2,625 shares; 2026Q2: 2,904 shares 2,904 $1.48M 0.03% +279 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: 30,067 shares; 2024Q4: 29,790 shares; 2025Q1: 34,802 shares; 2025Q2: 32,740 shares; 2025Q3: 28,516 shares; 2025Q4: 28,740 shares; 2026Q1: 25,536 shares; 2026Q2: 25,225 shares 25,225 $1.47M 0.03% -311 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,397 shares; 2024Q4: 8,097 shares; 2025Q1: 14,209 shares; 2025Q2: 10,290 shares; 2025Q3: 5,460 shares; 2025Q4: 5,473 shares; 2026Q1: 5,483 shares; 2026Q2: 5,411 shares 5,411 $1.45M 0.03% -72 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: 17,820 shares; 2024Q4: 13,994 shares; 2025Q1: 14,035 shares; 2025Q2: 11,420 shares; 2025Q3: 5,850 shares; 2025Q4: 5,518 shares; 2026Q1: 5,443 shares; 2026Q2: 5,220 shares 5,220 $1.45M 0.03% -223 Timeline UFCS UNITED FIRE GROUP INC More: the full row for UNITED FIRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,477 shares; 2024Q4: 27,477 shares; 2025Q1: 27,477 shares; 2025Q2: 27,465 shares; 2025Q3: 27,485 shares; 2025Q4: 27,485 shares; 2026Q1: 27,499 shares; 2026Q2: 27,499 shares 27,499 $1.44M 0.03% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,843 shares; 2024Q4: 37,686 shares; 2025Q1: 37,686 shares; 2025Q2: 37,686 shares; 2025Q3: 37,686 shares; 2025Q4: 37,686 shares; 2026Q1: 37,686 shares; 2026Q2: 37,686 shares 37,686 $1.43M 0.03% 0 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: 32,476 shares; 2024Q4: 32,338 shares; 2025Q1: 32,370 shares; 2025Q2: 31,550 shares; 2025Q3: 28,946 shares; 2025Q4: 12,585 shares; 2026Q1: 12,371 shares; 2026Q2: 12,111 shares 12,111 $1.43M 0.03% -260 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: 5,732 shares; 2024Q4: 5,518 shares; 2025Q1: 3,730 shares; 2025Q2: 4,425 shares; 2025Q3: 1,460 shares; 2025Q4: 17,045 shares; 2026Q1: 18,489 shares; 2026Q2: 19,938 shares 19,938 $1.42M 0.03% +1,449 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: 10,745 shares; 2024Q4: 9,772 shares; 2025Q1: 9,541 shares; 2025Q2: 9,549 shares; 2025Q3: 6,827 shares; 2025Q4: 12,830 shares; 2026Q1: 12,830 shares; 2026Q2: 12,080 shares 12,080 $1.42M 0.03% -750 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: 23,899 shares; 2024Q4: 24,310 shares; 2025Q1: 28,675 shares; 2025Q2: 26,200 shares; 2025Q3: 14,820 shares; 2025Q4: 14,235 shares; 2026Q1: 13,969 shares; 2026Q2: 13,862 shares 13,862 $1.42M 0.03% -107 Timeline GLRE GREENLIGHT CAP RE LTD More: the full row for GREENLIGHT CAP RE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,000 shares; 2024Q4: 87,000 shares; 2025Q1: 87,000 shares; 2025Q2: 87,000 shares; 2025Q3: 87,000 shares; 2025Q4: 87,000 shares; 2026Q1: 87,000 shares; 2026Q2: 86,000 shares 86,000 $1.39M 0.03% -1,000 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: 16,095 shares; 2024Q4: 14,075 shares; 2025Q1: 9,576 shares; 2025Q2: 8,663 shares; 2025Q3: 2,317 shares; 2025Q4: 2,312 shares; 2026Q1: 2,312 shares; 2026Q2: 2,377 shares 2,377 $1.38M 0.03% +65 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: 43,749 shares; 2024Q4: 45,164 shares; 2025Q1: 46,773 shares; 2025Q2: 40,102 shares; 2025Q3: 25,947 shares; 2025Q4: 24,811 shares; 2026Q1: 25,710 shares; 2026Q2: 25,446 shares 25,446 $1.36M 0.03% -264 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: 29,391 shares; 2024Q4: 34,012 shares; 2025Q1: 31,934 shares; 2025Q2: 23,693 shares; 2025Q3: 12,391 shares; 2025Q4: 12,341 shares; 2026Q1: 11,816 shares; 2026Q2: 11,492 shares 11,492 $1.35M 0.03% -324 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: 32,939 shares; 2024Q4: 15,652 shares; 2025Q1: 14,731 shares; 2025Q2: 14,999 shares; 2025Q3: 10,156 shares; 2025Q4: 12,565 shares; 2026Q1: 12,789 shares; 2026Q2: 13,068 shares 13,068 $1.35M 0.03% +279 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: 8,649 shares; 2024Q4: 9,318 shares; 2025Q1: 9,447 shares; 2025Q2: 6,639 shares; 2025Q3: 6,325 shares; 2025Q4: 6,219 shares; 2026Q1: 6,219 shares; 2026Q2: 6,229 shares 6,229 $1.35M 0.03% +10 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,175 shares; 2024Q4: 41,936 shares; 2025Q1: 40,627 shares; 2025Q2: 39,302 shares; 2025Q3: 22,359 shares; 2025Q4: 20,066 shares; 2026Q1: 19,830 shares; 2026Q2: 10,772 shares 10,772 $1.34M 0.03% -9,058 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: 5,097 shares; 2024Q4: 5,143 shares; 2025Q1: 1,401 shares; 2025Q2: 2,842 shares; 2025Q3: 2,695 shares; 2025Q4: 2,806 shares; 2026Q1: 3,096 shares; 2026Q2: 3,324 shares 3,324 $1.34M 0.03% +228 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: 33,777 shares; 2024Q4: 22,416 shares; 2025Q1: 19,943 shares; 2025Q2: 17,938 shares; 2025Q3: 13,681 shares; 2025Q4: 12,860 shares; 2026Q1: 13,340 shares; 2026Q2: 12,380 shares 12,380 $1.33M 0.03% -960 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: 44,819 shares; 2024Q4: 36,899 shares; 2025Q1: 35,583 shares; 2025Q2: 35,917 shares; 2025Q3: 22,969 shares; 2025Q4: 23,686 shares; 2026Q1: 22,380 shares; 2026Q2: 21,984 shares 21,984 $1.33M 0.03% -396 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: 5,112 shares; 2024Q4: 5,101 shares; 2025Q1: 4,987 shares; 2025Q2: 5,321 shares; 2025Q3: 3,718 shares; 2025Q4: 10,417 shares; 2026Q1: 10,002 shares; 2026Q2: 9,099 shares 9,099 $1.3M 0.03% -903 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 32 shares; 2025Q1: 164 shares; 2025Q2: 328 shares; 2025Q3: 666 shares; 2025Q4: 17,366 shares; 2026Q1: 17,266 shares; 2026Q2: 16,200 shares 16,200 $1.3M 0.03% -1,066 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: 25,592 shares; 2024Q4: 23,665 shares; 2025Q1: 24,080 shares; 2025Q2: 20,919 shares; 2025Q3: 16,576 shares; 2025Q4: 17,614 shares; 2026Q1: 17,521 shares; 2026Q2: 12,080 shares 12,080 $1.28M 0.03% -5,441 Timeline CBFV CB FINL SVCS INC More: the full row for CB FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,642 shares; 2024Q4: 33,642 shares; 2025Q1: 33,642 shares; 2025Q2: 33,642 shares; 2025Q3: 33,642 shares; 2025Q4: 33,642 shares; 2026Q1: 33,642 shares; 2026Q2: 33,642 shares 33,642 $1.28M 0.03% 0 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: 17,357 shares; 2024Q4: 18,491 shares; 2025Q1: 20,442 shares; 2025Q2: 18,509 shares; 2025Q3: 16,466 shares; 2025Q4: 16,466 shares; 2026Q1: 16,466 shares; 2026Q2: 16,466 shares 16,466 $1.27M 0.03% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,976 shares; 2024Q4: 16,120 shares; 2025Q1: 16,114 shares; 2025Q2: 15,131 shares; 2025Q3: 9,920 shares; 2025Q4: 16,395 shares; 2026Q1: 15,970 shares; 2026Q2: 15,212 shares 15,212 $1.26M 0.03% -758 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 884 shares; 2024Q4: 914 shares; 2025Q1: 1,948 shares; 2025Q2: 2,430 shares; 2025Q3: 5,382 shares; 2025Q4: 5,267 shares; 2026Q1: 5,267 shares; 2026Q2: 5,262 shares 5,262 $1.26M 0.03% -5 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: 14,531 shares; 2024Q4: 14,778 shares; 2025Q1: 14,155 shares; 2025Q2: 16,444 shares; 2025Q3: 15,306 shares; 2025Q4: 14,450 shares; 2026Q1: 16,250 shares; 2026Q2: 14,405 shares 14,405 $1.25M 0.03% -1,845 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,747 shares; 2024Q4: 11,776 shares; 2025Q1: 11,762 shares; 2025Q2: 12,747 shares; 2025Q3: 10,099 shares; 2025Q4: 10,423 shares; 2026Q1: 10,063 shares; 2026Q2: 10,063 shares 10,063 $1.25M 0.03% 0 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: 11,435 shares; 2024Q4: 16,620 shares; 2025Q1: 16,803 shares; 2025Q2: 15,811 shares; 2025Q3: 5,540 shares; 2025Q4: 5,540 shares; 2026Q1: 5,540 shares; 2026Q2: 5,521 shares 5,521 $1.23M 0.03% -19 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: 7,053 shares; 2024Q4: 6,425 shares; 2025Q1: 5,801 shares; 2025Q2: 5,179 shares; 2025Q3: 4,257 shares; 2025Q4: 4,447 shares; 2026Q1: 4,552 shares; 2026Q2: 4,929 shares 4,929 $1.22M 0.03% +377 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,767 shares; 2024Q4: 1,751 shares; 2025Q1: 1,830 shares; 2025Q2: 1,830 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 760 shares; 2026Q2: 12,660 shares 12,660 $1.21M 0.03% +11,900 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230,693 shares; 2024Q4: 139,472 shares; 2025Q1: 252,600 shares; 2025Q2: 32,026 shares; 2025Q3: 9,978 shares; 2025Q4: 9,978 shares; 2026Q1: 9,978 shares; 2026Q2: 14,117 shares 14,117 $1.21M 0.03% +4,139 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: 3,568 shares; 2024Q4: 3,693 shares; 2025Q1: 5,697 shares; 2025Q2: 6,645 shares; 2025Q3: 3,214 shares; 2025Q4: 16,549 shares; 2026Q1: 12,228 shares; 2026Q2: 12,094 shares 12,094 $1.2M 0.03% -134 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: 10,344 shares; 2024Q4: 8,590 shares; 2025Q1: 8,366 shares; 2025Q2: 8,039 shares; 2025Q3: 5,515 shares; 2025Q4: 5,320 shares; 2026Q1: 5,220 shares; 2026Q2: 5,150 shares 5,150 $1.2M 0.03% -70 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: 9,128 shares; 2024Q4: 9,993 shares; 2025Q1: 9,274 shares; 2025Q2: 9,185 shares; 2025Q3: 7,623 shares; 2025Q4: 7,623 shares; 2026Q1: 7,623 shares; 2026Q2: 7,420 shares 7,420 $1.19M 0.03% -203 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,169 shares; 2024Q4: 40,365 shares; 2025Q1: 39,978 shares; 2025Q2: 34,836 shares; 2025Q3: 26,861 shares; 2025Q4: 24,114 shares; 2026Q1: 23,487 shares; 2026Q2: 32,483 shares 32,483 $1.18M 0.03% +8,996 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,217 shares; 2024Q4: 18,289 shares; 2025Q1: 18,364 shares; 2025Q2: 19,452 shares; 2025Q3: 15,170 shares; 2025Q4: 14,631 shares; 2026Q1: 14,631 shares; 2026Q2: 14,631 shares 14,631 $1.17M 0.03% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,346 shares; 2024Q4: 8,810 shares; 2025Q1: 9,705 shares; 2025Q2: 8,727 shares; 2025Q3: 4,862 shares; 2025Q4: 15,079 shares; 2026Q1: 15,162 shares; 2026Q2: 15,342 shares 15,342 $1.17M 0.03% +180 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,841 shares; 2024Q4: 4,812 shares; 2025Q1: 4,812 shares; 2025Q2: 4,812 shares; 2025Q3: 4,811 shares; 2025Q4: 4,811 shares; 2026Q1: 4,811 shares; 2026Q2: 4,811 shares 4,811 $1.17M 0.03% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,421 shares; 2024Q4: 12,494 shares; 2025Q1: 12,375 shares; 2025Q2: 12,485 shares; 2025Q3: 9,902 shares; 2025Q4: 9,940 shares; 2026Q1: 9,940 shares; 2026Q2: 9,973 shares 9,973 $1.16M 0.03% +33 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: 10,704 shares; 2024Q4: 10,699 shares; 2025Q1: 10,697 shares; 2025Q2: 10,660 shares; 2025Q3: 10,972 shares; 2025Q4: 11,062 shares; 2026Q1: 10,862 shares; 2026Q2: 10,462 shares 10,462 $1.16M 0.03% -400 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,609 shares; 2024Q4: 92,384 shares; 2025Q1: 92,384 shares; 2025Q2: 92,384 shares; 2025Q3: 65,029 shares; 2025Q4: 65,029 shares; 2026Q1: 62,529 shares; 2026Q2: 62,529 shares 62,529 $1.16M 0.03% 0 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: 9,286 shares; 2024Q4: 11,754 shares; 2025Q1: 11,666 shares; 2025Q2: 10,744 shares; 2025Q3: 3,487 shares; 2025Q4: 3,487 shares; 2026Q1: 3,488 shares; 2026Q2: 3,494 shares 3,494 $1.15M 0.03% +6 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,077 shares; 2024Q4: 23,704 shares; 2025Q1: 23,661 shares; 2025Q2: 21,550 shares; 2025Q3: 13,492 shares; 2025Q4: 13,492 shares; 2026Q1: 13,492 shares; 2026Q2: 12,292 shares 12,292 $1.15M 0.03% -1,200 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,069 shares; 2024Q4: 3,978 shares; 2025Q1: 3,875 shares; 2025Q2: 4,069 shares; 2025Q3: 2,857 shares; 2025Q4: 2,873 shares; 2026Q1: 2,873 shares; 2026Q2: 3,037 shares 3,037 $1.13M 0.03% +164 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: 8,211 shares; 2024Q4: 9,628 shares; 2025Q1: 7,587 shares; 2025Q2: 7,833 shares; 2025Q3: 1,472 shares; 2025Q4: 2,046 shares; 2026Q1: 2,657 shares; 2026Q2: 2,931 shares 2,931 $1.1M 0.02% +274 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,783 shares; 2024Q4: 20,783 shares; 2025Q1: 20,783 shares; 2025Q2: 20,804 shares; 2025Q3: 20,783 shares; 2025Q4: 20,783 shares; 2026Q1: 20,783 shares; 2026Q2: 20,783 shares 20,783 $1.09M 0.02% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,947 shares; 2024Q4: 29,337 shares; 2025Q1: 31,889 shares; 2025Q2: 30,069 shares; 2025Q3: 20,372 shares; 2025Q4: 20,072 shares; 2026Q1: 20,811 shares; 2026Q2: 19,861 shares 19,861 $1.08M 0.02% -950 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,215 shares; 2024Q4: 18,765 shares; 2025Q1: 18,796 shares; 2025Q2: 18,844 shares; 2025Q3: 18,648 shares; 2025Q4: 17,148 shares; 2026Q1: 17,148 shares; 2026Q2: 17,148 shares 17,148 $1.08M 0.02% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,685 shares; 2024Q4: 19,836 shares; 2025Q1: 19,509 shares; 2025Q2: 21,095 shares; 2025Q3: 7,243 shares; 2025Q4: 7,243 shares; 2026Q1: 6,843 shares; 2026Q2: 6,843 shares 6,843 $1.07M 0.02% 0 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,613 shares; 2024Q4: 29,639 shares; 2025Q1: 29,317 shares; 2025Q2: 30,285 shares; 2025Q3: 28,535 shares; 2025Q4: 25,883 shares; 2026Q1: 15,326 shares; 2026Q2: 9,381 shares 9,381 $1.07M 0.02% -5,945 Timeline FIW 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: 6,858 shares; 2024Q4: 6,858 shares; 2025Q1: 6,882 shares; 2025Q2: 8,403 shares; 2025Q3: 9,872 shares; 2025Q4: 9,869 shares; 2026Q1: 9,900 shares; 2026Q2: 9,706 shares 9,706 $1.06M 0.02% -194 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,589 shares; 2024Q4: 99,113 shares; 2025Q1: 73,069 shares; 2025Q2: 109,075 shares; 2025Q3: 71,891 shares; 2025Q4: 45,946 shares; 2026Q1: 50,025 shares; 2026Q2: 44,614 shares 44,614 $1.05M 0.02% -5,411 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,344 shares; 2024Q4: 16,664 shares; 2025Q1: 16,675 shares; 2025Q2: 16,539 shares; 2025Q3: 15,081 shares; 2025Q4: 14,956 shares; 2026Q1: 14,506 shares; 2026Q2: 13,363 shares 13,363 $1.05M 0.02% -1,143 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: 4,134 shares; 2024Q4: 4,257 shares; 2025Q1: 4,693 shares; 2025Q2: 12,680 shares; 2025Q3: 4,740 shares; 2025Q4: 4,740 shares; 2026Q1: 5,040 shares; 2026Q2: 5,243 shares 5,243 $1.05M 0.02% +203 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: 13,581 shares; 2024Q4: 15,903 shares; 2025Q1: 14,384 shares; 2025Q2: 8,668 shares; 2025Q3: 4,558 shares; 2025Q4: 4,373 shares; 2026Q1: 4,373 shares; 2026Q2: 4,373 shares 4,373 $1.03M 0.02% 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: 54,012 shares; 2024Q4: 52,170 shares; 2025Q1: 50,890 shares; 2025Q2: 48,352 shares; 2025Q3: 42,052 shares; 2025Q4: 40,480 shares; 2026Q1: 41,561 shares; 2026Q2: 37,513 shares 37,513 $1.03M 0.02% -4,048 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,165 shares; 2024Q4: 6,790 shares; 2025Q1: 6,994 shares; 2025Q2: 5,845 shares; 2025Q3: 3,249 shares; 2025Q4: 3,249 shares; 2026Q1: 3,449 shares; 2026Q2: 3,509 shares 3,509 $1.02M 0.02% +60 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,184 shares; 2024Q4: 19,670 shares; 2025Q1: 18,199 shares; 2025Q2: 18,702 shares; 2025Q3: 11,169 shares; 2025Q4: 10,639 shares; 2026Q1: 10,639 shares; 2026Q2: 10,646 shares 10,646 $1.02M 0.02% +7 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,784 shares; 2024Q4: 13,176 shares; 2025Q1: 13,318 shares; 2025Q2: 12,113 shares; 2025Q3: 7,949 shares; 2025Q4: 7,771 shares; 2026Q1: 7,771 shares; 2026Q2: 5,035 shares 5,035 $1.02M 0.02% -2,736 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,833 shares; 2024Q4: 14,369 shares; 2025Q1: 13,591 shares; 2025Q2: 14,869 shares; 2025Q3: 3,332 shares; 2025Q4: 3,338 shares; 2026Q1: 4,488 shares; 2026Q2: 4,575 shares 4,575 $999K 0.02% +87 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: 5,558 shares; 2024Q4: 2,791 shares; 2025Q1: 3,208 shares; 2025Q2: 2,451 shares; 2025Q3: 1,450 shares; 2025Q4: 1,381 shares; 2026Q1: 863 shares; 2026Q2: 851 shares 851 $982K 0.02% -12 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: 5,303 shares; 2024Q4: 6,224 shares; 2025Q1: 5,866 shares; 2025Q2: 6,155 shares; 2025Q3: 4,505 shares; 2025Q4: 4,515 shares; 2026Q1: 4,505 shares; 2026Q2: 4,440 shares 4,440 $946K 0.02% -65 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,759 shares; 2024Q4: 27,131 shares; 2025Q1: 27,216 shares; 2025Q2: 25,259 shares; 2025Q3: 24,496 shares; 2025Q4: 20,206 shares; 2026Q1: 7,733 shares; 2026Q2: 7,458 shares 7,458 $945K 0.02% -275 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: 1,550 shares; 2024Q4: 1,706 shares; 2025Q1: 851 shares; 2025Q2: 767 shares; 2025Q3: 210 shares; 2025Q4: 209 shares; 2026Q1: 211 shares; 2026Q2: 5,300 shares 5,300 $945K 0.02% +5,089 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: 4,703 shares; 2024Q4: 4,746 shares; 2025Q1: 4,641 shares; 2025Q2: 4,791 shares; 2025Q3: 1,137 shares; 2025Q4: 1,180 shares; 2026Q1: 1,180 shares; 2026Q2: 1,227 shares 1,227 $936K 0.02% +47 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: 1,667 shares; 2024Q4: 1,551 shares; 2025Q1: 1,126 shares; 2025Q2: 1,328 shares; 2025Q3: 568 shares; 2025Q4: 668 shares; 2026Q1: 2,002 shares; 2026Q2: 2,156 shares 2,156 $930K 0.02% +154 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: 25,130 shares; 2024Q4: 24,981 shares; 2025Q1: 17,529 shares; 2025Q2: 5,589 shares; 2025Q3: 508 shares; 2025Q4: 696 shares; 2026Q1: 686 shares; 2026Q2: 671 shares 671 $928K 0.02% -15 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: 42,256 shares; 2024Q4: 40,280 shares; 2025Q1: 44,368 shares; 2025Q2: 42,967 shares; 2025Q3: 18,390 shares; 2025Q4: 17,934 shares; 2026Q1: 17,788 shares; 2026Q2: 17,438 shares 17,438 $914K 0.02% -350 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,511 shares; 2024Q4: 14,511 shares; 2025Q1: 11,092 shares; 2025Q2: 11,092 shares; 2025Q3: 11,092 shares; 2025Q4: 11,092 shares; 2026Q1: 11,092 shares; 2026Q2: 11,092 shares 11,092 $913K 0.02% 0 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: 8,161 shares; 2024Q4: 7,790 shares; 2025Q1: 7,462 shares; 2025Q2: 7,161 shares; 2025Q3: 4,918 shares; 2025Q4: 4,718 shares; 2026Q1: 4,732 shares; 2026Q2: 4,289 shares 4,289 $913K 0.02% -443 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: 2,914 shares; 2024Q4: 3,173 shares; 2025Q1: 3,040 shares; 2025Q2: 2,797 shares; 2025Q3: 456 shares; 2025Q4: 456 shares; 2026Q1: 456 shares; 2026Q2: 1,706 shares 1,706 $891K 0.02% +1,250 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: 38,191 shares; 2024Q4: 43,870 shares; 2025Q1: 43,875 shares; 2025Q2: 49,337 shares; 2025Q3: 7,750 shares; 2025Q4: 7,549 shares; 2026Q1: 6,997 shares; 2026Q2: 6,359 shares 6,359 $890K 0.02% -638 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: 11,404 shares; 2024Q4: 11,554 shares; 2025Q1: 10,754 shares; 2025Q2: 10,668 shares; 2025Q3: 7,919 shares; 2025Q4: 7,429 shares; 2026Q1: 8,189 shares; 2026Q2: 7,749 shares 7,749 $881K 0.02% -440 Timeline SHE 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: 8,445 shares; 2024Q4: 8,445 shares; 2025Q1: 6,092 shares; 2025Q2: 6,088 shares; 2025Q3: 6,088 shares; 2025Q4: 6,058 shares; 2026Q1: 6,073 shares; 2026Q2: 5,692 shares 5,692 $879K 0.02% -381 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,774 shares; 2024Q4: 14,718 shares; 2025Q1: 14,718 shares; 2025Q2: 14,718 shares; 2025Q3: 9,592 shares; 2025Q4: 9,592 shares; 2026Q1: 9,592 shares; 2026Q2: 9,592 shares 9,592 $871K 0.02% 0 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 26 shares; 2025Q2: 27 shares; 2025Q3: not reported; 2025Q4: 637 shares; 2026Q1: 1,227 shares; 2026Q2: 1,516 shares 1,516 $869K 0.02% +289 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: 9,249 shares; 2024Q4: 9,742 shares; 2025Q1: 9,315 shares; 2025Q2: 7,998 shares; 2025Q3: 3,566 shares; 2025Q4: 3,590 shares; 2026Q1: 3,590 shares; 2026Q2: 3,607 shares 3,607 $858K 0.02% +17 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106 shares; 2024Q4: 250 shares; 2025Q1: 70 shares; 2025Q2: 154 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,099 shares; 2026Q2: 3,099 shares 3,099 $856K 0.02% 0 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,455 shares 25,455 $853K 0.02% new Timeline BOND 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: 9,145 shares; 2024Q4: 9,145 shares; 2025Q1: 9,145 shares; 2025Q2: 9,145 shares; 2025Q3: 9,145 shares; 2025Q4: 9,145 shares; 2026Q1: 9,181 shares; 2026Q2: 9,181 shares 9,181 $847K 0.02% 0 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 4,458 shares; 2026Q1: 3,104 shares; 2026Q2: 3,105 shares 3,105 $840K 0.02% +1 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: 42,599 shares; 2024Q4: 37,808 shares; 2025Q1: 37,424 shares; 2025Q2: 37,406 shares; 2025Q3: 31,005 shares; 2025Q4: 28,104 shares; 2026Q1: 28,104 shares; 2026Q2: 27,389 shares 27,389 $835K 0.02% -715 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: 17,062 shares; 2024Q4: 16,263 shares; 2025Q1: 14,637 shares; 2025Q2: 14,147 shares; 2025Q3: 12,090 shares; 2025Q4: 12,363 shares; 2026Q1: 11,838 shares; 2026Q2: 10,810 shares 10,810 $834K 0.02% -1,028 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: 2,367 shares; 2024Q4: 2,367 shares; 2025Q1: 2,309 shares; 2025Q2: 2,241 shares; 2025Q3: 1,625 shares; 2025Q4: 9,621 shares; 2026Q1: 9,222 shares; 2026Q2: 10,419 shares 10,419 $821K 0.02% +1,197 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: 37,487 shares; 2024Q4: 27,846 shares; 2025Q1: 26,518 shares; 2025Q2: 27,144 shares; 2025Q3: 21,517 shares; 2025Q4: 21,467 shares; 2026Q1: 22,230 shares; 2026Q2: 23,536 shares 23,536 $819K 0.02% +1,306 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,575 shares; 2024Q4: 15,184 shares; 2025Q1: 15,183 shares; 2025Q2: 10,595 shares; 2025Q3: 6,753 shares; 2025Q4: 6,503 shares; 2026Q1: 6,502 shares; 2026Q2: 7,251 shares 7,251 $811K 0.02% +749 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,770 shares; 2024Q4: 1,770 shares; 2025Q1: 6,403 shares; 2025Q2: 5,919 shares; 2025Q3: 5,716 shares; 2025Q4: 5,716 shares; 2026Q1: 5,800 shares; 2026Q2: 4,693 shares 4,693 $796K 0.02% -1,107 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: 6,628 shares; 2024Q4: 6,729 shares; 2025Q1: 6,753 shares; 2025Q2: 6,604 shares; 2025Q3: 3,557 shares; 2025Q4: 3,538 shares; 2026Q1: 3,363 shares; 2026Q2: 3,264 shares 3,264 $793K 0.02% -99 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,640 shares; 2024Q4: 10,339 shares; 2025Q1: 10,139 shares; 2025Q2: 10,207 shares; 2025Q3: 6,823 shares; 2025Q4: 4,308 shares; 2026Q1: 4,582 shares; 2026Q2: 4,642 shares 4,642 $774K 0.02% +60 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,663 shares; 2024Q4: 5,749 shares; 2025Q1: 5,567 shares; 2025Q2: 5,475 shares; 2025Q3: 2,639 shares; 2025Q4: 2,667 shares; 2026Q1: 2,167 shares; 2026Q2: 2,318 shares 2,318 $769K 0.02% +151 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,992 shares; 2024Q4: 50,643 shares; 2025Q1: 50,643 shares; 2025Q2: 50,643 shares; 2025Q3: 100 shares; 2025Q4: 15,079 shares; 2026Q1: 15,079 shares; 2026Q2: 15,079 shares 15,079 $760K 0.02% 0 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: 4,571 shares; 2024Q4: 3,713 shares; 2025Q1: 3,630 shares; 2025Q2: 3,539 shares; 2025Q3: 1,771 shares; 2025Q4: 1,621 shares; 2026Q1: 1,846 shares; 2026Q2: 1,963 shares 1,963 $759K 0.02% +117 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,218 shares; 2024Q4: 23,940 shares; 2025Q1: 23,257 shares; 2025Q2: 24,920 shares; 2025Q3: 22,409 shares; 2025Q4: 21,419 shares; 2026Q1: 21,860 shares; 2026Q2: 20,460 shares 20,460 $756K 0.02% -1,400 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,314 shares; 2024Q4: 18,529 shares; 2025Q1: 20,093 shares; 2025Q2: 31,930 shares; 2025Q3: 18,383 shares; 2025Q4: 19,067 shares; 2026Q1: 13,207 shares; 2026Q2: 15,237 shares 15,237 $747K 0.02% +2,030 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,838 shares; 2024Q4: 72,589 shares; 2025Q1: 68,978 shares; 2025Q2: 64,249 shares; 2025Q3: 23,314 shares; 2025Q4: 19,696 shares; 2026Q1: 17,794 shares; 2026Q2: 15,989 shares 15,989 $743K 0.02% -1,805 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,500 shares; 2024Q4: 31,050 shares; 2025Q1: 30,810 shares; 2025Q2: 32,510 shares; 2025Q3: 31,760 shares; 2025Q4: 30,748 shares; 2026Q1: 30,548 shares; 2026Q2: 30,332 shares 30,332 $734K 0.02% -216 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,490 shares; 2024Q4: 32,259 shares; 2025Q1: 19,866 shares; 2025Q2: 20,849 shares; 2025Q3: 20,578 shares; 2025Q4: 26,869 shares; 2026Q1: 29,138 shares; 2026Q2: 35,425 shares 35,425 $732K 0.02% +6,287 Timeline GNR 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: 10,800 shares; 2024Q4: 10,800 shares; 2025Q1: 10,800 shares; 2025Q2: 10,800 shares; 2025Q3: 10,800 shares; 2025Q4: 10,800 shares; 2026Q1: 10,800 shares; 2026Q2: 10,800 shares 10,800 $727K 0.02% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,679 shares; 2024Q4: 7,832 shares; 2025Q1: 11,283 shares; 2025Q2: 11,611 shares; 2025Q3: 6,162 shares; 2025Q4: 6,225 shares; 2026Q1: 6,128 shares; 2026Q2: 6,321 shares 6,321 $722K 0.02% +193 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,248 shares; 2024Q4: 19,214 shares; 2025Q1: 19,063 shares; 2025Q2: 17,815 shares; 2025Q3: 15,044 shares; 2025Q4: 13,913 shares; 2026Q1: 13,995 shares; 2026Q2: 13,731 shares 13,731 $720K 0.02% -264 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: 16,279 shares; 2024Q4: 14,589 shares; 2025Q1: 16,439 shares; 2025Q2: 17,785 shares; 2025Q3: 12,132 shares; 2025Q4: 12,132 shares; 2026Q1: 11,382 shares; 2026Q2: 11,470 shares 11,470 $711K 0.02% +88 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,110 shares; 2024Q4: 2,110 shares; 2025Q1: 2,110 shares; 2025Q2: 2,110 shares; 2025Q3: 2,110 shares; 2025Q4: 2,110 shares; 2026Q1: 2,110 shares; 2026Q2: 2,110 shares 2,110 $699K 0.02% 0 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: 67,028 shares; 2024Q4: 65,176 shares; 2025Q1: 62,571 shares; 2025Q2: 59,520 shares; 2025Q3: 15,584 shares; 2025Q4: 13,615 shares; 2026Q1: 9,359 shares; 2026Q2: 6,358 shares 6,358 $686K 0.02% -3,001 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: 11,705 shares; 2024Q4: 11,882 shares; 2025Q1: 11,962 shares; 2025Q2: 11,380 shares; 2025Q3: 4,119 shares; 2025Q4: 5,028 shares; 2026Q1: 3,586 shares; 2026Q2: 3,562 shares 3,562 $679K 0.02% -24 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,659 shares; 2024Q4: 7,870 shares; 2025Q1: 9,572 shares; 2025Q2: 6,357 shares; 2025Q3: 2,834 shares; 2025Q4: 2,834 shares; 2026Q1: 2,834 shares; 2026Q2: 2,844 shares 2,844 $676K 0.02% +10 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,018 shares; 2024Q4: 6,219 shares; 2025Q1: 8,132 shares; 2025Q2: 5,051 shares; 2025Q3: 4,748 shares; 2025Q4: 4,675 shares; 2026Q1: 4,639 shares; 2026Q2: 4,539 shares 4,539 $674K 0.02% -100 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: 5,737 shares; 2024Q4: 6,162 shares; 2025Q1: 5,801 shares; 2025Q2: 6,802 shares; 2025Q3: 1,198 shares; 2025Q4: 4,025 shares; 2026Q1: 5,920 shares; 2026Q2: 4,899 shares 4,899 $670K 0.01% -1,021 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,062 shares; 2024Q4: 4,079 shares; 2025Q1: 3,797 shares; 2025Q2: 4,095 shares; 2025Q3: 2,584 shares; 2025Q4: 2,584 shares; 2026Q1: 2,885 shares; 2026Q2: 3,722 shares 3,722 $668K 0.01% +837 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,274 shares; 2024Q4: 19,679 shares; 2025Q1: 19,698 shares; 2025Q2: 20,815 shares; 2025Q3: 15,028 shares; 2025Q4: 15,655 shares; 2026Q1: 15,299 shares; 2026Q2: 16,062 shares 16,062 $664K 0.01% +763 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: 3,699 shares; 2024Q4: 3,101 shares; 2025Q1: 3,236 shares; 2025Q2: 3,360 shares; 2025Q3: 2,097 shares; 2025Q4: 2,056 shares; 2026Q1: 2,556 shares; 2026Q2: 1,853 shares 1,853 $656K 0.01% -703 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,203 shares; 2024Q4: 6,191 shares; 2025Q1: 4,011 shares; 2025Q2: 3,991 shares; 2025Q3: 3,775 shares; 2025Q4: 3,995 shares; 2026Q1: 3,995 shares; 2026Q2: 4,043 shares 4,043 $656K 0.01% +48 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: 14,669 shares; 2024Q4: 14,669 shares; 2025Q1: 14,669 shares; 2025Q2: 14,669 shares; 2025Q3: 11,569 shares; 2025Q4: 11,569 shares; 2026Q1: 11,569 shares; 2026Q2: 11,569 shares 11,569 $652K 0.01% 0 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: 816 shares; 2024Q4: 798 shares; 2025Q1: 790 shares; 2025Q2: 860 shares; 2025Q3: 479 shares; 2025Q4: 479 shares; 2026Q1: 479 shares; 2026Q2: 479 shares 479 $652K 0.01% 0 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,993 shares; 2024Q4: 123,974 shares; 2025Q1: 134,003 shares; 2025Q2: 134,003 shares; 2025Q3: 134,061 shares; 2025Q4: 134,061 shares; 2026Q1: 139,474 shares; 2026Q2: 139,474 shares 139,474 $644K 0.01% 0 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: 24,970 shares; 2024Q4: 24,362 shares; 2025Q1: 22,977 shares; 2025Q2: 26,053 shares; 2025Q3: 16,167 shares; 2025Q4: 14,488 shares; 2026Q1: 13,822 shares; 2026Q2: 13,520 shares 13,520 $643K 0.01% -302 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: 14,387 shares; 2024Q4: 17,977 shares; 2025Q1: 27,344 shares; 2025Q2: 24,336 shares; 2025Q3: 5,843 shares; 2025Q4: 4,160 shares; 2026Q1: 4,543 shares; 2026Q2: 4,914 shares 4,914 $642K 0.01% +371 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: 12,711 shares; 2024Q4: 13,186 shares; 2025Q1: 12,822 shares; 2025Q2: 12,844 shares; 2025Q3: 10,387 shares; 2025Q4: 9,328 shares; 2026Q1: 5,806 shares; 2026Q2: 3,739 shares 3,739 $634K 0.01% -2,067 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: 6,070 shares; 2024Q4: 18,210 shares; 2025Q1: 18,210 shares; 2025Q2: 18,210 shares; 2025Q3: 18,210 shares; 2025Q4: 18,210 shares; 2026Q1: 18,210 shares; 2026Q2: 18,210 shares 18,210 $634K 0.01% 0 Timeline CNRG 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: 6,164 shares; 2024Q4: 6,164 shares; 2025Q1: 6,237 shares; 2025Q2: 6,101 shares; 2025Q3: 6,101 shares; 2025Q4: 6,086 shares; 2026Q1: 6,105 shares; 2026Q2: 5,594 shares 5,594 $633K 0.01% -511 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,250 shares; 2024Q4: 34,139 shares; 2025Q1: 35,704 shares; 2025Q2: 39,943 shares; 2025Q3: 8,510 shares; 2025Q4: 8,612 shares; 2026Q1: 8,612 shares; 2026Q2: 8,612 shares 8,612 $632K 0.01% 0 Timeline CCNE CNB FINL CORP PA More: the full row for CNB FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,966 shares; 2024Q4: 20,966 shares; 2025Q1: 20,966 shares; 2025Q2: 20,966 shares; 2025Q3: 20,966 shares; 2025Q4: 20,966 shares; 2026Q1: 24,769 shares; 2026Q2: 18,674 shares 18,674 $630K 0.01% -6,095 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,175 shares; 2024Q4: 2,175 shares; 2025Q1: 2,175 shares; 2025Q2: 4,758 shares; 2025Q3: 297 shares; 2025Q4: not reported; 2026Q1: 8,932 shares; 2026Q2: 8,941 shares 8,941 $626K 0.01% +9 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: 1,518 shares; 2024Q4: 3,111 shares; 2025Q1: 3,279 shares; 2025Q2: 3,154 shares; 2025Q3: 813 shares; 2025Q4: 813 shares; 2026Q1: 2,368 shares; 2026Q2: 2,704 shares 2,704 $621K 0.01% +336 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,751 shares; 2024Q4: 11,002 shares; 2025Q1: 10,181 shares; 2025Q2: 10,274 shares; 2025Q3: 6,761 shares; 2025Q4: 8,336 shares; 2026Q1: 8,276 shares; 2026Q2: 8,151 shares 8,151 $617K 0.01% -125 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,307 shares; 2024Q4: 11,307 shares; 2025Q1: 11,307 shares; 2025Q2: 11,207 shares; 2025Q3: 11,207 shares; 2025Q4: 11,207 shares; 2026Q1: 11,207 shares; 2026Q2: 11,207 shares 11,207 $616K 0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,366 shares; 2024Q4: 11,072 shares; 2025Q1: 8,233 shares; 2025Q2: 7,553 shares; 2025Q3: 7,301 shares; 2025Q4: 7,057 shares; 2026Q1: 5,253 shares; 2026Q2: 6,449 shares 6,449 $615K 0.01% +1,196 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,452 shares; 2024Q4: 1,452 shares; 2025Q1: 1,482 shares; 2025Q2: 1,482 shares; 2025Q3: 1,394 shares; 2025Q4: 4,794 shares; 2026Q1: 4,694 shares; 2026Q2: 4,494 shares 4,494 $613K 0.01% -200 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: 5,143 shares; 2024Q4: 5,325 shares; 2025Q1: 9,080 shares; 2025Q2: 9,413 shares; 2025Q3: 7,827 shares; 2025Q4: 8,024 shares; 2026Q1: 7,690 shares; 2026Q2: 7,355 shares 7,355 $608K 0.01% -335 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: 24,787 shares; 2024Q4: 24,829 shares; 2025Q1: 22,597 shares; 2025Q2: 28,305 shares; 2025Q3: 14,130 shares; 2025Q4: 14,263 shares; 2026Q1: 13,413 shares; 2026Q2: 13,451 shares 13,451 $607K 0.01% +38 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,517 shares; 2026Q2: 13,920 shares 13,920 $603K 0.01% +2,403 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,727 shares; 2024Q4: 4,673 shares; 2025Q1: 4,534 shares; 2025Q2: 4,576 shares; 2025Q3: 1,904 shares; 2025Q4: 1,889 shares; 2026Q1: 2,763 shares; 2026Q2: 1,763 shares 1,763 $597K 0.01% -1,000 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,917 shares; 2024Q4: 5,932 shares; 2025Q1: 6,000 shares; 2025Q2: 8,194 shares; 2025Q3: 3,761 shares; 2025Q4: 3,761 shares; 2026Q1: 3,761 shares; 2026Q2: 3,369 shares 3,369 $592K 0.01% -392 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,363 shares; 2024Q4: 28,812 shares; 2025Q1: 30,430 shares; 2025Q2: 35,206 shares; 2025Q3: 6,598 shares; 2025Q4: 6,818 shares; 2026Q1: 6,818 shares; 2026Q2: 6,818 shares 6,818 $591K 0.01% 0 Timeline VIA VIA TRANSN INC More: the full row for VIA TRANSN 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: 170 shares; 2025Q4: 170 shares; 2026Q1: 80,409 shares; 2026Q2: 32,163 shares 32,163 $583K 0.01% -48,246 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,106 shares; 2024Q4: 8,220 shares; 2025Q1: 8,250 shares; 2025Q2: 9,654 shares; 2025Q3: 7,456 shares; 2025Q4: 6,424 shares; 2026Q1: 6,424 shares; 2026Q2: 6,387 shares 6,387 $578K 0.01% -37 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,750 shares; 2024Q4: 12,540 shares; 2025Q1: 12,539 shares; 2025Q2: 11,269 shares; 2025Q3: 9,208 shares; 2025Q4: 14,698 shares; 2026Q1: 13,686 shares; 2026Q2: 13,556 shares 13,556 $577K 0.01% -130 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,047 shares; 2024Q4: 7,047 shares; 2025Q1: 7,041 shares; 2025Q2: 7,041 shares; 2025Q3: 4,520 shares; 2025Q4: 4,503 shares; 2026Q1: 4,503 shares; 2026Q2: 4,535 shares 4,535 $573K 0.01% +32 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: 10,674 shares; 2024Q4: 14,341 shares; 2025Q1: 14,353 shares; 2025Q2: 15,123 shares; 2025Q3: 4,133 shares; 2025Q4: 4,198 shares; 2026Q1: 4,133 shares; 2026Q2: 4,135 shares 4,135 $560K 0.01% +2 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: 17,538 shares; 2024Q4: 17,513 shares; 2025Q1: 9,640 shares; 2025Q2: 10,507 shares; 2025Q3: 3,945 shares; 2025Q4: 4,495 shares; 2026Q1: 4,464 shares; 2026Q2: 4,799 shares 4,799 $560K 0.01% +335 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,714 shares; 2024Q4: 45,146 shares; 2025Q1: 34,824 shares; 2025Q2: 37,584 shares; 2025Q3: 27,770 shares; 2025Q4: 28,877 shares; 2026Q1: 28,877 shares; 2026Q2: 29,206 shares 29,206 $558K 0.01% +329 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,694 shares; 2024Q4: 23,870 shares; 2025Q1: 23,694 shares; 2025Q2: 10,319 shares; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares; 2026Q1: 3,550 shares; 2026Q2: 3,550 shares 3,550 $557K 0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,999 shares; 2024Q4: 19,881 shares; 2025Q1: 17,333 shares; 2025Q2: 18,895 shares; 2025Q3: 11,779 shares; 2025Q4: 11,779 shares; 2026Q1: 11,779 shares; 2026Q2: 11,489 shares 11,489 $551K 0.01% -290 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: 18,731 shares; 2024Q4: 11,036 shares; 2025Q1: 10,151 shares; 2025Q2: 7,736 shares; 2025Q3: 5,168 shares; 2025Q4: 5,168 shares; 2026Q1: 5,168 shares; 2026Q2: 5,168 shares 5,168 $550K 0.01% 0 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: 18,715 shares; 2024Q4: 14,316 shares; 2025Q1: 9,275 shares; 2025Q2: 12,229 shares; 2025Q3: 2,946 shares; 2025Q4: 2,955 shares; 2026Q1: 3,326 shares; 2026Q2: 4,046 shares 4,046 $545K 0.01% +720 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,486 shares; 2024Q4: 22,491 shares; 2025Q1: 22,455 shares; 2025Q2: 22,565 shares; 2025Q3: 8,800 shares; 2025Q4: 8,800 shares; 2026Q1: 7,170 shares; 2026Q2: 7,170 shares 7,170 $541K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,252 shares; 2024Q4: 5,443 shares; 2025Q1: 5,483 shares; 2025Q2: 5,823 shares; 2025Q3: 1,194 shares; 2025Q4: 1,164 shares; 2026Q1: 1,249 shares; 2026Q2: 1,298 shares 1,298 $539K 0.01% +49 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,475 shares; 2024Q4: 23,475 shares; 2025Q1: 23,475 shares; 2025Q2: 23,472 shares; 2025Q3: 23,472 shares; 2025Q4: 23,472 shares; 2026Q1: 23,472 shares; 2026Q2: 23,472 shares 23,472 $534K 0.01% 0 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: 5,369 shares; 2024Q4: 5,628 shares; 2025Q1: 5,472 shares; 2025Q2: 2,225 shares; 2025Q3: 1,518 shares; 2025Q4: 1,462 shares; 2026Q1: 1,457 shares; 2026Q2: 1,353 shares 1,353 $533K 0.01% -104 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,029 shares; 2024Q4: 17,190 shares; 2025Q1: 17,214 shares; 2025Q2: 17,266 shares; 2025Q3: 3,332 shares; 2025Q4: 3,332 shares; 2026Q1: 3,365 shares; 2026Q2: 4,138 shares 4,138 $529K 0.01% +773 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: 1,752 shares; 2024Q4: 1,775 shares; 2025Q1: 1,801 shares; 2025Q2: 1,683 shares; 2025Q3: 186 shares; 2025Q4: 186 shares; 2026Q1: 186 shares; 2026Q2: 796 shares 796 $522K 0.01% +610 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: 951 shares; 2024Q4: 2,090 shares; 2025Q1: 1,915 shares; 2025Q2: 1,976 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 625 shares 625 $519K 0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,189 shares; 2024Q4: 10,607 shares; 2025Q1: 10,263 shares; 2025Q2: 9,400 shares; 2025Q3: 7,525 shares; 2025Q4: 6,409 shares; 2026Q1: 6,409 shares; 2026Q2: 6,371 shares 6,371 $517K 0.01% -38 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: 124 shares; 2024Q4: 3,470 shares; 2025Q1: not reported; 2025Q2: 2,882 shares; 2025Q3: 21,510 shares; 2025Q4: 18,628 shares; 2026Q1: 19,968 shares; 2026Q2: 15,510 shares 15,510 $516K 0.01% -4,458 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: 23,269 shares; 2025Q1: 16,139 shares; 2025Q2: 12,887 shares; 2025Q3: 3,493 shares; 2025Q4: 2,849 shares; 2026Q1: 2,829 shares; 2026Q2: 3,033 shares 3,033 $515K 0.01% +204 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,382 shares; 2024Q4: 4,396 shares; 2025Q1: 4,408 shares; 2025Q2: 4,375 shares; 2025Q3: 4,281 shares; 2025Q4: 4,277 shares; 2026Q1: 4,294 shares; 2026Q2: 4,294 shares 4,294 $512K 0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,589 shares; 2024Q4: 25,613 shares; 2025Q1: 25,561 shares; 2025Q2: 24,525 shares; 2025Q3: 24,277 shares; 2025Q4: 22,515 shares; 2026Q1: 22,515 shares; 2026Q2: 21,255 shares 21,255 $509K 0.01% -1,260 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,777 shares; 2024Q4: 5,727 shares; 2025Q1: 5,727 shares; 2025Q2: 5,617 shares; 2025Q3: 4,950 shares; 2025Q4: 4,950 shares; 2026Q1: 4,980 shares; 2026Q2: 4,340 shares 4,340 $505K 0.01% -640 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,663 shares; 2024Q4: 12,516 shares; 2025Q1: 10,606 shares; 2025Q2: 10,466 shares; 2025Q3: 11,284 shares; 2025Q4: 11,284 shares; 2026Q1: 9,614 shares; 2026Q2: 9,734 shares 9,734 $502K 0.01% +120 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: 5,429 shares; 2024Q4: 5,130 shares; 2025Q1: 2,809 shares; 2025Q2: 3,769 shares; 2025Q3: 1,952 shares; 2025Q4: 1,863 shares; 2026Q1: 1,863 shares; 2026Q2: 1,922 shares 1,922 $500K 0.01% +59 Timeline SPTL 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: 223 shares; 2024Q4: not reported; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: not reported; 2025Q4: 19,000 shares; 2026Q1: 19,000 shares; 2026Q2: 19,000 shares 19,000 $498K 0.01% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,240 shares; 2024Q4: 2,235 shares; 2025Q1: 3,293 shares; 2025Q2: 3,346 shares; 2025Q3: 3,187 shares; 2025Q4: 3,932 shares; 2026Q1: 3,878 shares; 2026Q2: 3,045 shares 3,045 $494K 0.01% -833 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,107 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: not reported; 2025Q4: 6,789 shares; 2026Q1: 7,464 shares; 2026Q2: 10,214 shares 10,214 $493K 0.01% +2,750 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,794 shares; 2024Q4: 18,083 shares; 2025Q1: 17,666 shares; 2025Q2: 17,333 shares; 2025Q3: 16,713 shares; 2025Q4: 12,890 shares; 2026Q1: 8,148 shares; 2026Q2: 7,147 shares 7,147 $491K 0.01% -1,001 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,280 shares; 2024Q4: 6,280 shares; 2025Q1: 6,665 shares; 2025Q2: 6,652 shares; 2025Q3: 6,280 shares; 2025Q4: 6,280 shares; 2026Q1: 6,280 shares; 2026Q2: 6,280 shares 6,280 $487K 0.01% 0 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: 4,932 shares; 2024Q4: 6,827 shares; 2025Q1: 6,388 shares; 2025Q2: 4,697 shares; 2025Q3: 2,283 shares; 2025Q4: 2,233 shares; 2026Q1: 2,233 shares; 2026Q2: 2,162 shares 2,162 $484K 0.01% -71 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: 11,278 shares; 2024Q4: 10,563 shares; 2025Q1: 9,288 shares; 2025Q2: 10,114 shares; 2025Q3: 8,275 shares; 2025Q4: 8,326 shares; 2026Q1: 8,378 shares; 2026Q2: 7,514 shares 7,514 $481K 0.01% -864 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,873 shares; 2024Q4: 14,873 shares; 2025Q1: 14,873 shares; 2025Q2: 14,650 shares; 2025Q3: 14,500 shares; 2025Q4: 14,500 shares; 2026Q1: 14,500 shares; 2026Q2: 14,500 shares 14,500 $475K 0.01% 0 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: 21,811 shares; 2024Q4: 21,521 shares; 2025Q1: 22,127 shares; 2025Q2: 22,790 shares; 2025Q3: 6,028 shares; 2025Q4: 7,195 shares; 2026Q1: 5,990 shares; 2026Q2: 3,848 shares 3,848 $474K 0.01% -2,142 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,657 shares; 2024Q4: 4,657 shares; 2025Q1: 4,657 shares; 2025Q2: 4,316 shares; 2025Q3: 3,980 shares; 2025Q4: 3,980 shares; 2026Q1: 3,980 shares; 2026Q2: 3,980 shares 3,980 $474K 0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,122 shares; 2024Q4: 2,038 shares; 2025Q1: 1,896 shares; 2025Q2: 1,895 shares; 2025Q3: 1,762 shares; 2025Q4: 1,762 shares; 2026Q1: 1,756 shares; 2026Q2: 1,755 shares 1,755 $473K 0.01% -1 Timeline GDXJ 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: 5,600 shares; 2024Q4: 5,600 shares; 2025Q1: 5,600 shares; 2025Q2: 5,600 shares; 2025Q3: 5,600 shares; 2025Q4: 5,600 shares; 2026Q1: 4,800 shares; 2026Q2: 4,800 shares 4,800 $472K 0.01% 0 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: 7,771 shares; 2024Q4: 10,576 shares; 2025Q1: 10,526 shares; 2025Q2: 8,638 shares; 2025Q3: 2,261 shares; 2025Q4: 2,540 shares; 2026Q1: 2,540 shares; 2026Q2: 2,543 shares 2,543 $469K 0.01% +3 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,459 shares; 2025Q4: 1,459 shares; 2026Q1: 1,459 shares; 2026Q2: 1,512 shares 1,512 $458K 0.01% +53 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,899 shares; 2024Q4: 3,762 shares; 2025Q1: 3,762 shares; 2025Q2: 3,762 shares; 2025Q3: 3,762 shares; 2025Q4: 3,762 shares; 2026Q1: 3,762 shares; 2026Q2: 3,762 shares 3,762 $457K 0.01% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,258 shares; 2024Q4: 6,843 shares; 2025Q1: 5,694 shares; 2025Q2: 3,827 shares; 2025Q3: 2,280 shares; 2025Q4: 2,361 shares; 2026Q1: 2,361 shares; 2026Q2: 2,361 shares 2,361 $456K 0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,655 shares; 2024Q4: 3,576 shares; 2025Q1: 3,739 shares; 2025Q2: 3,670 shares; 2025Q3: 2,425 shares; 2025Q4: 2,425 shares; 2026Q1: 2,425 shares; 2026Q2: 2,425 shares 2,425 $456K 0.01% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,039 shares; 2024Q4: 7,008 shares; 2025Q1: 7,849 shares; 2025Q2: 5,621 shares; 2025Q3: 364 shares; 2025Q4: 8,564 shares; 2026Q1: 8,564 shares; 2026Q2: 8,364 shares 8,364 $455K 0.01% -200 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92 shares; 2024Q4: 16,142 shares; 2025Q1: 29,892 shares; 2025Q2: 29,800 shares; 2025Q3: 29,800 shares; 2025Q4: 29,800 shares; 2026Q1: 29,800 shares; 2026Q2: 29,800 shares 29,800 $450K 0.01% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,511 shares; 2024Q4: 7,511 shares; 2025Q1: 7,430 shares; 2025Q2: 7,335 shares; 2025Q3: 7,216 shares; 2025Q4: 7,200 shares; 2026Q1: 7,200 shares; 2026Q2: 7,200 shares 7,200 $449K 0.01% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,340 shares; 2024Q4: 6,226 shares; 2025Q1: 6,136 shares; 2025Q2: 6,125 shares; 2025Q3: 4,695 shares; 2025Q4: 3,175 shares; 2026Q1: 2,869 shares; 2026Q2: 2,430 shares 2,430 $447K 0.01% -439 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,488 shares; 2024Q4: 1,403 shares; 2025Q1: 1,848 shares; 2025Q2: 1,812 shares; 2025Q3: 1,815 shares; 2025Q4: 1,815 shares; 2026Q1: 1,435 shares; 2026Q2: 1,410 shares 1,410 $447K 0.01% -25 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,630 shares; 2024Q4: 22,630 shares; 2025Q1: 22,630 shares; 2025Q2: 22,570 shares; 2025Q3: 9,870 shares; 2025Q4: 9,870 shares; 2026Q1: 9,750 shares; 2026Q2: 9,750 shares 9,750 $444K 0.01% 0 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: 5,634 shares; 2024Q4: 5,548 shares; 2025Q1: 5,326 shares; 2025Q2: 5,363 shares; 2025Q3: 5,197 shares; 2025Q4: 5,072 shares; 2026Q1: 3,922 shares; 2026Q2: 3,922 shares 3,922 $441K 0.01% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,649 shares; 2024Q4: 12,259 shares; 2025Q1: 12,826 shares; 2025Q2: 14,132 shares; 2025Q3: 11,468 shares; 2025Q4: 11,372 shares; 2026Q1: 11,332 shares; 2026Q2: 11,320 shares 11,320 $440K 0.01% -12 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: 2,566 shares; 2024Q4: 2,619 shares; 2025Q1: 2,658 shares; 2025Q2: 2,770 shares; 2025Q3: 867 shares; 2025Q4: 881 shares; 2026Q1: 881 shares; 2026Q2: 862 shares 862 $439K 0.01% -19 Timeline SENEA SENECA FOODS CORP NEW More: the full row for SENECA FOODS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $435K 0.01% 0 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,871 shares; 2024Q4: 22,093 shares; 2025Q1: 21,895 shares; 2025Q2: 19,670 shares; 2025Q3: 4,731 shares; 2025Q4: 3,061 shares; 2026Q1: 3,004 shares; 2026Q2: 2,977 shares 2,977 $434K 0.01% -27 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,730 shares; 2024Q4: 5,873 shares; 2025Q1: 5,856 shares; 2025Q2: 6,822 shares; 2025Q3: 5,257 shares; 2025Q4: 5,257 shares; 2026Q1: 5,257 shares; 2026Q2: 5,268 shares 5,268 $432K 0.01% +11 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: 6,949 shares; 2024Q4: 6,211 shares; 2025Q1: 4,683 shares; 2025Q2: 4,497 shares; 2025Q3: 2,367 shares; 2025Q4: 2,329 shares; 2026Q1: 2,225 shares; 2026Q2: 2,104 shares 2,104 $431K 0.01% -121 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: 2,516 shares; 2024Q4: 2,516 shares; 2025Q1: 4,979 shares; 2025Q2: 4,683 shares; 2025Q3: 1,771 shares; 2025Q4: 1,665 shares; 2026Q1: 1,689 shares; 2026Q2: 1,738 shares 1,738 $426K 0.01% +49 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: 555,661 shares; 2024Q4: 564,332 shares; 2025Q1: 566,070 shares; 2025Q2: 567,125 shares; 2025Q3: 2,096 shares; 2025Q4: 2,126 shares; 2026Q1: 1,113 shares; 2026Q2: 1,067 shares 1,067 $424K 0.01% -46 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,642 shares; 2024Q4: 13,389 shares; 2025Q1: 13,389 shares; 2025Q2: 10,009 shares; 2025Q3: 10,025 shares; 2025Q4: 10,025 shares; 2026Q1: 10,025 shares; 2026Q2: 9,990 shares 9,990 $423K 0.01% -35 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: 3,593 shares; 2024Q4: 7,187 shares; 2025Q1: 5,888 shares; 2025Q2: 5,895 shares; 2025Q3: 2,520 shares; 2025Q4: 2,895 shares; 2026Q1: 4,368 shares; 2026Q2: 4,368 shares 4,368 $421K 0.01% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,824 shares; 2024Q4: 10,704 shares; 2025Q1: 9,704 shares; 2025Q2: 9,554 shares; 2025Q3: 9,240 shares; 2025Q4: 9,240 shares; 2026Q1: 9,240 shares; 2026Q2: 8,880 shares 8,880 $419K 0.01% -360 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,055 shares; 2024Q4: 5,811 shares; 2025Q1: 5,389 shares; 2025Q2: 4,834 shares; 2025Q3: 3,071 shares; 2025Q4: 3,497 shares; 2026Q1: 3,556 shares; 2026Q2: 3,556 shares 3,556 $418K 0.01% 0 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 209 shares; 2025Q1: 197 shares; 2025Q2: 299 shares; 2025Q3: 96 shares; 2025Q4: not reported; 2026Q1: 1,790 shares; 2026Q2: 1,807 shares 1,807 $410K 0.01% +17 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,561 shares; 2024Q4: 12,683 shares; 2025Q1: 13,203 shares; 2025Q2: 14,683 shares; 2025Q3: 12,758 shares; 2025Q4: 12,539 shares; 2026Q1: 12,539 shares; 2026Q2: 10,748 shares 10,748 $409K 0.01% -1,791 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,030 shares; 2024Q4: 4,436 shares; 2025Q1: 4,788 shares; 2025Q2: 5,421 shares; 2025Q3: 1,285 shares; 2025Q4: 1,285 shares; 2026Q1: 1,285 shares; 2026Q2: 1,285 shares 1,285 $409K 0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,044 shares; 2024Q4: 2,168 shares; 2025Q1: 2,281 shares; 2025Q2: 2,308 shares; 2025Q3: 1,287 shares; 2025Q4: 1,269 shares; 2026Q1: 1,144 shares; 2026Q2: 1,118 shares 1,118 $409K 0.01% -26 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 866 shares; 2025Q2: 1,697 shares; 2025Q3: 1,697 shares; 2025Q4: 4,497 shares; 2026Q1: 4,831 shares; 2026Q2: 7,991 shares 7,991 $408K 0.01% +3,160 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $406K 0.01% 0 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: 8,498 shares; 2024Q4: 8,264 shares; 2025Q1: 8,359 shares; 2025Q2: 8,792 shares; 2025Q3: 4,198 shares; 2025Q4: 4,349 shares; 2026Q1: 4,680 shares; 2026Q2: 4,802 shares 4,802 $406K 0.01% +122 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,439 shares; 2024Q4: 13,539 shares; 2025Q1: 13,539 shares; 2025Q2: 19,786 shares; 2025Q3: 19,786 shares; 2025Q4: 19,786 shares; 2026Q1: 19,786 shares; 2026Q2: 19,786 shares 19,786 $405K 0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,161 shares; 2024Q4: 7,715 shares; 2025Q1: 8,324 shares; 2025Q2: 7,185 shares; 2025Q3: 5,696 shares; 2025Q4: 5,781 shares; 2026Q1: 5,781 shares; 2026Q2: 5,559 shares 5,559 $405K 0.01% -222 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,383 shares; 2024Q4: 3,222 shares; 2025Q1: 3,357 shares; 2025Q2: 2,814 shares; 2025Q3: 1,313 shares; 2025Q4: 1,243 shares; 2026Q1: 1,225 shares; 2026Q2: 6,132 shares 6,132 $404K 0.01% +4,907 Timeline CNOB CONNECTONE BANCORP INC More: the full row for CONNECTONE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,174 shares; 2024Q4: 12,019 shares; 2025Q1: 12,299 shares; 2025Q2: 12,299 shares; 2025Q3: 12,019 shares; 2025Q4: 12,019 shares; 2026Q1: 12,019 shares; 2026Q2: 12,019 shares 12,019 $402K 0.01% 0 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,736 shares; 2024Q4: 5,401 shares; 2025Q1: 5,010 shares; 2025Q2: 3,856 shares; 2025Q3: 3,381 shares; 2025Q4: 3,151 shares; 2026Q1: 3,106 shares; 2026Q2: 2,829 shares 2,829 $396K 0.01% -277 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,414 shares; 2024Q4: 6,094 shares; 2025Q1: 6,127 shares; 2025Q2: 5,174 shares; 2025Q3: 5,487 shares; 2025Q4: 7,302 shares; 2026Q1: 8,983 shares; 2026Q2: 8,778 shares 8,778 $394K 0.01% -205 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: 10,590 shares; 2024Q4: 10,596 shares; 2025Q1: 9,258 shares; 2025Q2: 9,258 shares; 2025Q3: 9,258 shares; 2025Q4: 9,208 shares; 2026Q1: 8,858 shares; 2026Q2: 7,358 shares 7,358 $393K 0.01% -1,500 Timeline EFAV ISHARES TR More: the full row for ISHARES TR 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: 4,440 shares; 2026Q2: 4,440 shares 4,440 $389K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,020 shares; 2026Q2: 3,020 shares 3,020 $388K 0.01% 0 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140 shares; 2025Q3: 209 shares; 2025Q4: 209 shares; 2026Q1: 187 shares; 2026Q2: 187 shares 187 $388K 0.01% 0 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $380K 0.01% 0 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,297 shares; 2025Q3: 1,742 shares; 2025Q4: 2,198 shares; 2026Q1: 2,198 shares; 2026Q2: 2,168 shares 2,168 $378K 0.01% -30 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: 3,550 shares; 2024Q4: 3,554 shares; 2025Q1: 2,788 shares; 2025Q2: 2,717 shares; 2025Q3: 398 shares; 2025Q4: 398 shares; 2026Q1: 525 shares; 2026Q2: 524 shares 524 $377K 0.01% -1 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,971 shares; 2024Q4: 19,970 shares; 2025Q1: 13,666 shares; 2025Q2: 9,093 shares; 2025Q3: 310 shares; 2025Q4: 310 shares; 2026Q1: 3,691 shares; 2026Q2: 3,745 shares 3,745 $376K 0.01% +54 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,226 shares; 2026Q2: 5,026 shares 5,026 $375K 0.01% -1,200 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: 15,113 shares; 2024Q4: 14,961 shares; 2025Q1: 27,937 shares; 2025Q2: 20,673 shares; 2025Q3: 3,532 shares; 2025Q4: 3,530 shares; 2026Q1: 5,747 shares; 2026Q2: 5,968 shares 5,968 $375K 0.01% +221 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,782 shares; 2024Q4: 4,948 shares; 2025Q1: 3,796 shares; 2025Q2: 3,727 shares; 2025Q3: 3,170 shares; 2025Q4: 3,170 shares; 2026Q1: 3,170 shares; 2026Q2: 3,173 shares 3,173 $375K 0.01% +3 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: 4,439 shares; 2024Q4: 4,439 shares; 2025Q1: 2,939 shares; 2025Q2: 2,939 shares; 2025Q3: 4,531 shares; 2025Q4: 4,531 shares; 2026Q1: 4,531 shares; 2026Q2: 4,531 shares 4,531 $371K 0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,122 shares; 2024Q4: 1,122 shares; 2025Q1: 1,122 shares; 2025Q2: 1,118 shares; 2025Q3: 18 shares; 2025Q4: 36 shares; 2026Q1: 1,225 shares; 2026Q2: 1,081 shares 1,081 $371K 0.01% -144 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148 shares; 2024Q4: 148 shares; 2025Q1: 148 shares; 2025Q2: 49 shares; 2025Q3: 7,009 shares; 2025Q4: 8,914 shares; 2026Q1: 8,914 shares; 2026Q2: 9,354 shares 9,354 $370K 0.01% +440 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: 129,835 shares; 2024Q4: 26,817 shares; 2025Q1: 40,411 shares; 2025Q2: 14,441 shares; 2025Q3: 5,673 shares; 2025Q4: 4,035 shares; 2026Q1: 3,835 shares; 2026Q2: 3,835 shares 3,835 $370K 0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,301 shares; 2024Q4: 188,850 shares; 2025Q1: 188,151 shares; 2025Q2: 193,618 shares; 2025Q3: 11,850 shares; 2025Q4: 11,850 shares; 2026Q1: 12,460 shares; 2026Q2: 13,848 shares 13,848 $369K 0.01% +1,388 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,620 shares; 2024Q4: 2,620 shares; 2025Q1: 1,870 shares; 2025Q2: 1,810 shares; 2025Q3: 1,770 shares; 2025Q4: 1,730 shares; 2026Q1: 1,730 shares; 2026Q2: 1,730 shares 1,730 $361K 0.01% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,989 shares; 2024Q4: 6,177 shares; 2025Q1: 5,989 shares; 2025Q2: 4,435 shares; 2025Q3: 550 shares; 2025Q4: 812 shares; 2026Q1: 4,697 shares; 2026Q2: 4,697 shares 4,697 $356K 0.01% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,415 shares; 2024Q4: 14,026 shares; 2025Q1: 13,786 shares; 2025Q2: 9,118 shares; 2025Q3: 3,316 shares; 2025Q4: 3,316 shares; 2026Q1: 3,316 shares; 2026Q2: 3,316 shares 3,316 $353K 0.01% 0 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,558 shares; 2026Q2: 2,558 shares 2,558 $352K 0.01% 0 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,268 shares; 2024Q4: 2,268 shares; 2025Q1: 2,268 shares; 2025Q2: 2,268 shares; 2025Q3: 2,238 shares; 2025Q4: 2,238 shares; 2026Q1: 2,200 shares; 2026Q2: 2,150 shares 2,150 $345K 0.01% -50 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,019 shares; 2024Q4: 20,553 shares; 2025Q1: 20,975 shares; 2025Q2: 21,452 shares; 2025Q3: 950 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares; 2026Q2: 2,754 shares 2,754 $337K 0.01% -446 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: 758 shares; 2024Q4: 535 shares; 2025Q1: 19 shares; 2025Q2: 6,802 shares; 2025Q3: 6,913 shares; 2025Q4: 2,475 shares; 2026Q1: 6,024 shares; 2026Q2: 624 shares 624 $336K 0.01% -5,400 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 488 shares; 2024Q4: 488 shares; 2025Q1: 488 shares; 2025Q2: 488 shares; 2025Q3: 325 shares; 2025Q4: 1,867 shares; 2026Q1: 2,241 shares; 2026Q2: 2,611 shares 2,611 $335K 0.01% +370 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,235 shares; 2025Q2: 2,235 shares; 2025Q3: 3,399 shares; 2025Q4: 7,432 shares; 2026Q1: 7,848 shares; 2026Q2: 10,407 shares 10,407 $332K 0.01% +2,559 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: 7,457 shares; 2024Q4: 7,394 shares; 2025Q1: 7,138 shares; 2025Q2: 6,815 shares; 2025Q3: 4,200 shares; 2025Q4: 4,187 shares; 2026Q1: 3,977 shares; 2026Q2: 2,990 shares 2,990 $331K 0.01% -987 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: 78,763 shares; 2024Q4: 77,813 shares; 2025Q1: 73,577 shares; 2025Q2: 69,977 shares; 2025Q3: 5,419 shares; 2025Q4: 5,184 shares; 2026Q1: 4,924 shares; 2026Q2: 4,571 shares 4,571 $330K 0.01% -353 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: 6,916 shares; 2024Q4: 10,814 shares; 2025Q1: 8,783 shares; 2025Q2: 7,121 shares; 2025Q3: 2,968 shares; 2025Q4: 2,946 shares; 2026Q1: 1,926 shares; 2026Q2: 1,930 shares 1,930 $328K 0.01% +4 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,308 shares; 2024Q4: 9,308 shares; 2025Q1: 9,308 shares; 2025Q2: 9,208 shares; 2025Q3: 5,300 shares; 2025Q4: 5,300 shares; 2026Q1: 5,300 shares; 2026Q2: 4,650 shares 4,650 $325K 0.01% -650 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,730 shares; 2024Q4: 1,893 shares; 2025Q1: 1,855 shares; 2025Q2: 2,038 shares; 2025Q3: 707 shares; 2025Q4: 362 shares; 2026Q1: 556 shares; 2026Q2: 654 shares 654 $324K 0.01% +98 Timeline ICFI ICF INTL INC More: the full row for ICF INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,400 shares; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares; 2025Q4: 4,400 shares; 2026Q1: 4,400 shares; 2026Q2: 4,400 shares 4,400 $321K 0.01% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,614 shares; 2024Q4: 1,459 shares; 2025Q1: 5,970 shares; 2025Q2: 6,158 shares; 2025Q3: 5,554 shares; 2025Q4: 5,554 shares; 2026Q1: 5,963 shares; 2026Q2: 4,179 shares 4,179 $314K 0.01% -1,784 Timeline