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; 2024Q2: restricted; 2024Q3: 8,409,146 shares; 2024Q4: 8,055,158 shares; 2025Q1: 8,183,514 shares; 2025Q2: 8,339,758 shares; 2025Q3: 8,463,529 shares; 2025Q4: 8,495,987 shares; 2026Q1: 8,504,378 shares 8,504,378 $2.73B 11.09% +8,391 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; 2024Q2: restricted; 2024Q3: 17,657,405 shares; 2024Q4: 19,321,863 shares; 2025Q1: 19,514,987 shares; 2025Q2: 19,864,987 shares; 2025Q3: 20,631,003 shares; 2025Q4: 21,272,987 shares; 2026Q1: 24,193,579 shares 24,193,579 $1.78B 7.24% +2,920,592 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,194,753 shares; 2024Q4: 13,649,853 shares; 2025Q1: 18,418,374 shares; 2025Q2: 18,685,793 shares; 2025Q3: 19,160,220 shares; 2025Q4: 19,624,938 shares; 2026Q1: 17,525,641 shares 17,525,641 $1.37B 5.59% -2,099,297 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; 2024Q2: restricted; 2024Q3: 29,863,752 shares; 2024Q4: 31,712,123 shares; 2025Q1: 31,646,663 shares; 2025Q2: 31,953,401 shares; 2025Q3: 29,699,973 shares; 2025Q4: 29,790,838 shares; 2026Q1: 29,472,844 shares 29,472,844 $1.35B 5.47% -317,994 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; 2024Q2: restricted; 2024Q3: 13,177,373 shares; 2024Q4: 12,247,814 shares; 2025Q1: 11,217,747 shares; 2025Q2: 11,348,851 shares; 2025Q3: 11,394,840 shares; 2025Q4: 12,384,946 shares; 2026Q1: 12,409,631 shares 12,409,631 $1.22B 4.94% +24,685 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,300,686 shares; 2024Q4: 20,370,433 shares; 2025Q1: 16,207,539 shares; 2025Q2: 16,630,130 shares; 2025Q3: 19,313,081 shares; 2025Q4: 19,695,295 shares; 2026Q1: 19,767,082 shares 19,767,082 $1.12B 4.55% +71,787 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,799,490 shares; 2024Q4: 33,236,595 shares; 2025Q1: 21,531,035 shares; 2025Q2: 21,800,266 shares; 2025Q3: 22,441,627 shares; 2025Q4: 23,035,555 shares; 2026Q1: 23,374,003 shares 23,374,003 $535M 2.18% +338,448 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,152,026 shares; 2024Q4: 1,248,954 shares; 2025Q1: 1,298,033 shares; 2025Q2: 1,861,716 shares; 2025Q3: 1,941,811 shares; 2025Q4: 1,873,987 shares; 2026Q1: 1,902,351 shares 1,902,351 $483M 1.96% +28,364 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; 2024Q2: restricted; 2024Q3: 1,276,734 shares; 2024Q4: 1,368,594 shares; 2025Q1: 1,397,885 shares; 2025Q2: 1,430,611 shares; 2025Q3: 1,472,148 shares; 2025Q4: 1,520,836 shares; 2026Q1: 1,532,524 shares 1,532,524 $440M 1.79% +11,688 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,297,465 shares; 2024Q4: 6,486,557 shares; 2025Q1: 6,567,549 shares; 2025Q2: 6,689,099 shares; 2025Q3: 9,261,432 shares; 2025Q4: 9,355,461 shares; 2026Q1: 9,331,742 shares 9,331,742 $438M 1.78% -23,719 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,001,353 shares; 2026Q1: 6,129,907 shares 6,129,907 $330M 1.34% +128,554 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,069,901 shares; 2024Q4: 3,439,456 shares; 2025Q1: 3,051,257 shares; 2025Q2: 3,101,316 shares; 2025Q3: 3,193,216 shares; 2025Q4: 3,291,695 shares; 2026Q1: 3,330,589 shares 3,330,589 $316M 1.29% +38,894 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,659,143 shares; 2024Q4: 5,279,013 shares; 2025Q1: 5,364,728 shares; 2025Q2: 5,458,619 shares; 2025Q3: 5,610,266 shares; 2025Q4: 5,786,068 shares; 2026Q1: 5,862,267 shares 5,862,267 $300M 1.22% +76,199 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,999,359 shares; 2024Q4: 4,208,979 shares; 2025Q1: 4,570,089 shares; 2025Q2: 5,538,651 shares; 2025Q3: 5,823,133 shares; 2025Q4: 5,963,230 shares; 2026Q1: 7,709,244 shares 7,709,244 $300M 1.22% +1,746,014 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,702,964 shares; 2024Q4: 8,100,995 shares; 2025Q1: 7,957,838 shares; 2025Q2: 8,130,788 shares; 2025Q3: 8,266,142 shares; 2025Q4: 8,286,148 shares; 2026Q1: 8,275,177 shares 8,275,177 $299M 1.22% -10,971 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,670,407 shares; 2024Q4: 1,708,089 shares; 2025Q1: 2,118,890 shares; 2025Q2: 2,067,050 shares; 2025Q3: 2,029,185 shares; 2025Q4: 1,986,400 shares; 2026Q1: 1,948,805 shares 1,948,805 $278M 1.13% -37,595 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 519,814 shares; 2024Q4: 586,181 shares; 2025Q1: 676,333 shares; 2025Q2: 1,328,507 shares; 2025Q3: 1,438,332 shares; 2025Q4: 1,492,800 shares; 2026Q1: 1,497,681 shares 1,497,681 $261M 1.06% +4,881 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,585,250 shares; 2024Q4: 4,744,466 shares; 2025Q1: 5,176,023 shares; 2025Q2: 6,280,884 shares; 2025Q3: 6,861,971 shares; 2025Q4: 6,610,841 shares; 2026Q1: 7,258,730 shares 7,258,730 $247M 1% +647,889 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,877,689 shares; 2024Q4: 2,955,799 shares; 2025Q1: 3,207,530 shares; 2025Q2: 3,813,798 shares; 2025Q3: 3,989,254 shares; 2025Q4: 3,849,400 shares; 2026Q1: 3,971,781 shares 3,971,781 $179M 0.73% +122,381 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; 2024Q2: restricted; 2024Q3: 710,066 shares; 2024Q4: 743,017 shares; 2025Q1: 745,659 shares; 2025Q2: 794,775 shares; 2025Q3: 809,011 shares; 2025Q4: 822,944 shares; 2026Q1: 817,672 shares 817,672 $178M 0.72% -5,272 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304,469 shares; 2024Q4: 338,643 shares; 2025Q1: 358,572 shares; 2025Q2: 428,976 shares; 2025Q3: 439,993 shares; 2025Q4: 461,336 shares; 2026Q1: 475,497 shares 475,497 $176M 0.72% +14,161 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 782,391 shares; 2024Q4: 762,116 shares; 2025Q1: 847,605 shares; 2025Q2: 1,030,342 shares; 2025Q3: 2,961,456 shares; 2025Q4: 3,109,379 shares; 2026Q1: 4,466,653 shares 4,466,653 $164M 0.67% +1,357,274 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 844,645 shares; 2024Q4: 1,164,863 shares; 2025Q1: 1,165,465 shares; 2025Q2: 1,190,598 shares; 2025Q3: 1,227,931 shares; 2025Q4: 1,244,075 shares; 2026Q1: 1,243,836 shares 1,243,836 $155M 0.63% -239 Timeline RWL 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; 2024Q2: restricted; 2024Q3: 2,396,779 shares; 2024Q4: 2,205,003 shares; 2025Q1: 2,211,381 shares; 2025Q2: 2,251,612 shares; 2025Q3: 2,284,609 shares; 2025Q4: 1,261,650 shares; 2026Q1: 1,249,240 shares 1,249,240 $144M 0.58% -12,410 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,300 shares; 2025Q1: 6,573,059 shares; 2025Q2: 6,704,169 shares; 2025Q3: 3,512,017 shares; 2025Q4: 3,548,818 shares; 2026Q1: 3,516,446 shares 3,516,446 $139M 0.56% -32,372 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,817,249 shares; 2024Q4: 3,125,816 shares; 2025Q1: 3,193,387 shares; 2025Q2: 3,269,796 shares; 2025Q3: 3,329,644 shares; 2025Q4: 3,366,745 shares; 2026Q1: 3,386,812 shares 3,386,812 $139M 0.56% +20,067 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,297,097 shares; 2024Q4: 1,387,217 shares; 2025Q1: 1,335,973 shares; 2025Q2: 1,324,041 shares; 2025Q3: 1,557,666 shares; 2025Q4: 1,879,309 shares; 2026Q1: 3,257,427 shares 3,257,427 $138M 0.56% +1,378,118 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315,567 shares; 2024Q4: 318,098 shares; 2025Q1: 320,868 shares; 2025Q2: 370,837 shares; 2025Q3: 359,576 shares; 2025Q4: 441,839 shares; 2026Q1: 438,502 shares 438,502 $136M 0.55% -3,337 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; 2024Q2: restricted; 2024Q3: 167,914 shares; 2024Q4: 166,986 shares; 2025Q1: 169,434 shares; 2025Q2: 191,665 shares; 2025Q3: 190,331 shares; 2025Q4: 191,732 shares; 2026Q1: 190,747 shares 190,747 $124M 0.5% -985 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,310,513 shares; 2024Q4: 1,353,230 shares; 2025Q1: 1,545,162 shares; 2025Q2: 1,526,847 shares; 2025Q3: 1,424,694 shares; 2025Q4: 1,467,071 shares; 2026Q1: 1,421,431 shares 1,421,431 $123M 0.5% -45,640 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; 2024Q2: restricted; 2024Q3: 297,762 shares; 2024Q4: 329,000 shares; 2025Q1: 366,507 shares; 2025Q2: 482,623 shares; 2025Q3: 494,526 shares; 2025Q4: 556,939 shares; 2026Q1: 584,525 shares 584,525 $122M 0.49% +27,586 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; 2024Q2: restricted; 2024Q3: 271,337 shares; 2024Q4: 338,900 shares; 2025Q1: 335,592 shares; 2025Q2: 364,388 shares; 2025Q3: 367,126 shares; 2025Q4: 411,727 shares; 2026Q1: 411,708 shares 411,708 $121M 0.49% -19 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 2,365 shares; 2025Q1: 1,851,606 shares; 2025Q2: 1,932,166 shares; 2025Q3: 1,988,980 shares; 2025Q4: 2,042,274 shares; 2026Q1: 2,069,787 shares 2,069,787 $115M 0.47% +27,513 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,573,059 shares; 2024Q4: 2,690,403 shares; 2025Q1: 2,583,318 shares; 2025Q2: 2,608,761 shares; 2025Q3: 2,542,343 shares; 2025Q4: 2,496,225 shares; 2026Q1: 2,456,447 shares 2,456,447 $113M 0.46% -39,778 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,055 shares; 2024Q4: 129,222 shares; 2025Q1: 126,791 shares; 2025Q2: 125,825 shares; 2025Q3: 125,226 shares; 2025Q4: 266,004 shares; 2026Q1: 262,468 shares 262,468 $112M 0.45% -3,536 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; 2024Q2: restricted; 2024Q3: 670,264 shares; 2024Q4: 677,461 shares; 2025Q1: 695,462 shares; 2025Q2: 714,531 shares; 2025Q3: 729,231 shares; 2025Q4: 725,844 shares; 2026Q1: 749,545 shares 749,545 $111M 0.45% +23,701 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296,904 shares; 2024Q4: 323,363 shares; 2025Q1: 329,321 shares; 2025Q2: 372,679 shares; 2025Q3: 381,319 shares; 2025Q4: 423,224 shares; 2026Q1: 412,264 shares 412,264 $101M 0.41% -10,960 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,465 shares; 2024Q4: 183,146 shares; 2025Q1: 190,144 shares; 2025Q2: 264,766 shares; 2025Q3: 269,379 shares; 2025Q4: 327,311 shares; 2026Q1: 337,301 shares 337,301 $97M 0.39% +9,990 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,488 shares; 2024Q4: 227,617 shares; 2025Q1: 227,608 shares; 2025Q2: 282,506 shares; 2025Q3: 304,234 shares; 2025Q4: 321,086 shares; 2026Q1: 314,966 shares 314,966 $90.4M 0.37% -6,120 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; 2024Q2: restricted; 2024Q3: 134,847 shares; 2024Q4: 124,690 shares; 2025Q1: 118,013 shares; 2025Q2: 153,434 shares; 2025Q3: 154,214 shares; 2025Q4: not reported; 2026Q1: 155,158 shares 155,158 $89.6M 0.36% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,440 shares; 2024Q4: 339,868 shares; 2025Q1: 347,800 shares; 2025Q2: 385,131 shares; 2025Q3: 398,403 shares; 2025Q4: 434,138 shares; 2026Q1: 430,632 shares 430,632 $89.1M 0.36% -3,506 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; 2024Q2: restricted; 2024Q3: 169,085 shares; 2024Q4: 180,289 shares; 2025Q1: 166,783 shares; 2025Q2: 183,654 shares; 2025Q3: 190,981 shares; 2025Q4: 196,274 shares; 2026Q1: 199,494 shares 199,494 $87.1M 0.35% +3,220 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 971,070 shares; 2024Q4: 1,013,547 shares; 2025Q1: 885,048 shares; 2025Q2: 921,565 shares; 2025Q3: 973,158 shares; 2025Q4: 1,038,530 shares; 2026Q1: 1,071,583 shares 1,071,583 $84.7M 0.34% +33,053 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; 2024Q2: restricted; 2024Q3: 297,611 shares; 2024Q4: 326,086 shares; 2025Q1: 301,859 shares; 2025Q2: 367,855 shares; 2025Q3: 386,711 shares; 2025Q4: 420,198 shares; 2026Q1: 425,081 shares 425,081 $83.4M 0.34% +4,883 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,315 shares; 2024Q4: 119,571 shares; 2025Q1: 118,852 shares; 2025Q2: 120,345 shares; 2025Q3: 122,758 shares; 2025Q4: 131,882 shares; 2026Q1: 127,142 shares 127,142 $83.1M 0.34% -4,740 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; 2024Q2: restricted; 2024Q3: 105,132 shares; 2024Q4: 146,491 shares; 2025Q1: 147,232 shares; 2025Q2: 158,273 shares; 2025Q3: 162,259 shares; 2025Q4: 164,685 shares; 2026Q1: 166,696 shares 166,696 $79.9M 0.32% +2,011 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,147,093 shares; 2024Q4: 1,165,502 shares; 2025Q1: 1,128,232 shares; 2025Q2: 1,143,928 shares; 2025Q3: 1,168,644 shares; 2025Q4: 1,226,749 shares; 2026Q1: 1,293,806 shares 1,293,806 $73.3M 0.3% +67,057 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; 2024Q2: restricted; 2024Q3: 31,909 shares; 2024Q4: 52,703 shares; 2025Q1: 53,406 shares; 2025Q2: 58,748 shares; 2025Q3: 60,683 shares; 2025Q4: 68,264 shares; 2026Q1: 73,427 shares 73,427 $73.2M 0.3% +5,163 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; 2024Q2: restricted; 2024Q3: 126,902 shares; 2024Q4: 168,965 shares; 2025Q1: 172,009 shares; 2025Q2: 201,003 shares; 2025Q3: 204,834 shares; 2025Q4: 212,008 shares; 2026Q1: 213,356 shares 213,356 $70.2M 0.29% +1,348 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; 2024Q2: restricted; 2024Q3: 24,069 shares; 2024Q4: 95,056 shares; 2025Q1: 96,746 shares; 2025Q2: 106,138 shares; 2025Q3: 107,451 shares; 2025Q4: 110,292 shares; 2026Q1: 115,757 shares 115,757 $69.2M 0.28% +5,465 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,358 shares; 2024Q4: 41,893 shares; 2025Q1: 41,887 shares; 2025Q2: 43,736 shares; 2025Q3: 45,462 shares; 2025Q4: 320,484 shares; 2026Q1: 315,598 shares 315,598 $67.4M 0.27% -4,886 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374,855 shares; 2024Q4: 347,401 shares; 2025Q1: 466,482 shares; 2025Q2: 461,503 shares; 2025Q3: 446,824 shares; 2025Q4: 431,822 shares; 2026Q1: 431,049 shares 431,049 $66.9M 0.27% -773 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; 2024Q2: restricted; 2024Q3: 207,352 shares; 2024Q4: 298,291 shares; 2025Q1: 318,908 shares; 2025Q2: 389,961 shares; 2025Q3: 387,414 shares; 2025Q4: 379,969 shares; 2026Q1: 391,970 shares 391,970 $66.5M 0.27% +12,001 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; 2024Q2: restricted; 2024Q3: 624,174 shares; 2024Q4: 812,839 shares; 2025Q1: 812,869 shares; 2025Q2: 926,004 shares; 2025Q3: 979,067 shares; 2025Q4: 1,007,945 shares; 2026Q1: 1,047,209 shares 1,047,209 $65.4M 0.27% +39,264 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 490,955 shares; 2024Q4: 592,438 shares; 2025Q1: 578,881 shares; 2025Q2: 584,732 shares; 2025Q3: 591,086 shares; 2025Q4: 600,735 shares; 2026Q1: 596,499 shares 596,499 $63.5M 0.26% -4,236 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,665,304 shares; 2024Q4: 1,786,989 shares; 2025Q1: 1,819,368 shares; 2025Q2: 1,854,966 shares; 2025Q3: 1,893,216 shares; 2025Q4: 1,871,729 shares; 2026Q1: 1,922,650 shares 1,922,650 $62.3M 0.25% +50,921 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 567,592 shares; 2024Q4: 545,572 shares; 2025Q1: 671,899 shares; 2025Q2: 652,652 shares; 2025Q3: 639,528 shares; 2025Q4: 611,958 shares; 2026Q1: 597,602 shares 597,602 $61.1M 0.25% -14,356 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; 2024Q2: restricted; 2024Q3: 10,650 shares; 2024Q4: 14,953 shares; 2025Q1: 23,432 shares; 2025Q2: 57,329 shares; 2025Q3: 62,578 shares; 2025Q4: 62,429 shares; 2026Q1: 66,228 shares 66,228 $60.9M 0.25% +3,799 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223,836 shares; 2024Q4: 412,337 shares; 2025Q1: 371,592 shares; 2025Q2: 325,782 shares; 2025Q3: 299,886 shares; 2025Q4: 1,190,370 shares; 2026Q1: 1,311,022 shares 1,311,022 $59.8M 0.24% +120,652 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,698 shares; 2024Q4: 60,832 shares; 2025Q1: 62,166 shares; 2025Q2: 79,859 shares; 2025Q3: 78,181 shares; 2025Q4: 92,331 shares; 2026Q1: 84,401 shares 84,401 $59.8M 0.24% -7,930 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 772,153 shares; 2024Q4: 1,523,701 shares; 2025Q1: 1,627,041 shares; 2025Q2: 1,667,933 shares; 2025Q3: 1,739,542 shares; 2025Q4: 1,797,687 shares; 2026Q1: 1,844,109 shares 1,844,109 $59.1M 0.24% +46,422 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; 2024Q2: restricted; 2024Q3: 276,075 shares; 2024Q4: 297,008 shares; 2025Q1: 309,615 shares; 2025Q2: 372,932 shares; 2025Q3: 358,613 shares; 2025Q4: 388,558 shares; 2026Q1: 405,246 shares 405,246 $58.5M 0.24% +16,688 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 556,142 shares; 2024Q4: 550,844 shares; 2025Q1: 543,298 shares; 2025Q2: 536,675 shares; 2025Q3: 530,547 shares; 2025Q4: 523,308 shares; 2026Q1: 516,567 shares 516,567 $58.4M 0.24% -6,741 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; 2024Q2: restricted; 2024Q3: 39,892 shares; 2024Q4: 48,466 shares; 2025Q1: 48,250 shares; 2025Q2: 75,742 shares; 2025Q3: 86,688 shares; 2025Q4: 92,318 shares; 2026Q1: 102,107 shares 102,107 $58.4M 0.24% +9,789 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; 2024Q2: restricted; 2024Q3: 465,314 shares; 2024Q4: 520,193 shares; 2025Q1: 527,185 shares; 2025Q2: 672,729 shares; 2025Q3: 688,503 shares; 2025Q4: 743,164 shares; 2026Q1: 748,926 shares 748,926 $58.1M 0.24% +5,762 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,551 shares; 2024Q4: 144,019 shares; 2025Q1: 149,025 shares; 2025Q2: 213,710 shares; 2025Q3: 243,834 shares; 2025Q4: 264,206 shares; 2026Q1: 263,766 shares 263,766 $57.4M 0.23% -440 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333,226 shares; 2024Q4: 380,625 shares; 2025Q1: 420,180 shares; 2025Q2: 447,869 shares; 2025Q3: 487,575 shares; 2025Q4: 518,204 shares; 2026Q1: 558,142 shares 558,142 $55.4M 0.23% +39,938 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; 2024Q2: restricted; 2024Q3: 288,686 shares; 2024Q4: 366,328 shares; 2025Q1: 389,849 shares; 2025Q2: 410,320 shares; 2025Q3: 411,766 shares; 2025Q4: 448,976 shares; 2026Q1: 596,231 shares 596,231 $55.4M 0.23% +147,255 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 376,939 shares; 2024Q4: 393,728 shares; 2025Q1: 374,266 shares; 2025Q2: 476,779 shares; 2025Q3: 473,695 shares; 2025Q4: 886,695 shares; 2026Q1: 850,183 shares 850,183 $54.5M 0.22% -36,512 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; 2024Q2: restricted; 2024Q3: 448,914 shares; 2024Q4: 741,670 shares; 2025Q1: 728,180 shares; 2025Q2: 726,137 shares; 2025Q3: 725,131 shares; 2025Q4: 716,744 shares; 2026Q1: 1,104,019 shares 1,104,019 $53.5M 0.22% +387,275 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; 2024Q2: restricted; 2024Q3: 101,883 shares; 2024Q4: 106,291 shares; 2025Q1: 109,185 shares; 2025Q2: 115,508 shares; 2025Q3: 113,979 shares; 2025Q4: 119,478 shares; 2026Q1: 120,143 shares 120,143 $51.7M 0.21% +665 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; 2024Q2: restricted; 2024Q3: 556,058 shares; 2024Q4: 742,216 shares; 2025Q1: 731,201 shares; 2025Q2: 779,527 shares; 2025Q3: 769,560 shares; 2025Q4: 923,216 shares; 2026Q1: 919,257 shares 919,257 $49.7M 0.2% -3,959 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,560 shares; 2024Q4: 193,840 shares; 2025Q1: 210,709 shares; 2025Q2: 317,324 shares; 2025Q3: 320,789 shares; 2025Q4: 340,885 shares; 2026Q1: 335,506 shares 335,506 $49.4M 0.2% -5,379 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; 2024Q2: restricted; 2024Q3: 121,108 shares; 2024Q4: 124,938 shares; 2025Q1: 123,839 shares; 2025Q2: 175,881 shares; 2025Q3: 174,245 shares; 2025Q4: 161,393 shares; 2026Q1: 158,479 shares 158,479 $47.9M 0.19% -2,914 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; 2024Q2: restricted; 2024Q3: 458,517 shares; 2024Q4: 525,859 shares; 2025Q1: 530,787 shares; 2025Q2: 595,330 shares; 2025Q3: 609,073 shares; 2025Q4: 620,578 shares; 2026Q1: 626,500 shares 626,500 $47.6M 0.19% +5,922 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253,946 shares; 2024Q4: 355,638 shares; 2025Q1: 336,695 shares; 2025Q2: 379,414 shares; 2025Q3: 392,810 shares; 2025Q4: 424,154 shares; 2026Q1: 435,863 shares 435,863 $46.3M 0.19% +11,709 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 559,447 shares; 2024Q4: 2,100,813 shares; 2025Q1: 2,140,743 shares; 2025Q2: 2,181,806 shares; 2025Q3: 2,271,849 shares; 2025Q4: 2,737,782 shares; 2026Q1: 1,495,297 shares 1,495,297 $45.9M 0.19% -1,242,485 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,361 shares; 2024Q4: 263,224 shares; 2025Q1: 283,579 shares; 2025Q2: 189,225 shares; 2025Q3: 235,691 shares; 2025Q4: 259,648 shares; 2026Q1: 935,707 shares 935,707 $44.8M 0.18% +676,059 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,543 shares; 2024Q4: 72,196 shares; 2025Q1: 75,576 shares; 2025Q2: 112,549 shares; 2025Q3: 106,923 shares; 2025Q4: 117,648 shares; 2026Q1: 119,753 shares 119,753 $44.5M 0.18% +2,105 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,973 shares; 2024Q4: 114,587 shares; 2025Q1: 116,092 shares; 2025Q2: 140,672 shares; 2025Q3: 138,366 shares; 2025Q4: 153,980 shares; 2026Q1: 146,395 shares 146,395 $44.2M 0.18% -7,585 Timeline DDFJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,350,659 shares 2,350,659 $44.1M 0.18% new 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; 2024Q2: restricted; 2024Q3: 1,448 shares; 2024Q4: 1,842 shares; 2025Q1: 1,870 shares; 2025Q2: 4,399 shares; 2025Q3: 10,292 shares; 2025Q4: not reported; 2026Q1: 79,690 shares 79,690 $43.8M 0.18% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 562,737 shares; 2024Q4: 649,434 shares; 2025Q1: 657,146 shares; 2025Q2: 702,670 shares; 2025Q3: 746,884 shares; 2025Q4: 806,676 shares; 2026Q1: 869,401 shares 869,401 $43.4M 0.18% +62,725 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,684 shares; 2024Q4: 216,494 shares; 2025Q1: 250,697 shares; 2025Q2: 341,161 shares; 2025Q3: 323,324 shares; 2025Q4: 331,395 shares; 2026Q1: 345,856 shares 345,856 $43M 0.17% +14,461 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,582 shares; 2024Q4: 887,772 shares; 2025Q1: 1,453,211 shares; 2025Q2: 1,465,459 shares; 2025Q3: 1,404,466 shares; 2025Q4: 1,410,115 shares; 2026Q1: 1,703,309 shares 1,703,309 $42.8M 0.17% +293,194 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,493 shares; 2024Q4: 135,537 shares; 2025Q1: 134,298 shares; 2025Q2: 137,283 shares; 2025Q3: 150,739 shares; 2025Q4: not reported; 2026Q1: 219,489 shares 219,489 $42.3M 0.17% new Timeline RDIV 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; 2024Q2: restricted; 2024Q3: 69,716 shares; 2024Q4: 20,575 shares; 2025Q1: 51,589 shares; 2025Q2: 51,756 shares; 2025Q3: 51,192 shares; 2025Q4: 50,140 shares; 2026Q1: 752,785 shares 752,785 $41.9M 0.17% +702,645 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; 2024Q2: restricted; 2024Q3: 130,217 shares; 2024Q4: 126,177 shares; 2025Q1: 126,467 shares; 2025Q2: 168,878 shares; 2025Q3: 171,346 shares; 2025Q4: 176,147 shares; 2026Q1: 213,078 shares 213,078 $41.4M 0.17% +36,931 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,257,510 shares; 2024Q4: 1,633,544 shares; 2025Q1: 1,771,043 shares; 2025Q2: 1,867,063 shares; 2025Q3: 2,013,157 shares; 2025Q4: 2,165,925 shares; 2026Q1: 2,375,010 shares 2,375,010 $41.1M 0.17% +209,085 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 565,224 shares; 2024Q4: 524,730 shares; 2025Q1: 601,273 shares; 2025Q2: 600,038 shares; 2025Q3: 588,983 shares; 2025Q4: 578,918 shares; 2026Q1: 560,342 shares 560,342 $37.8M 0.15% -18,576 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,128,492 shares; 2024Q4: 1,206,488 shares; 2025Q1: 1,249,377 shares; 2025Q2: 1,281,649 shares; 2025Q3: 1,332,768 shares; 2025Q4: 1,333,472 shares; 2026Q1: 1,389,487 shares 1,389,487 $37.1M 0.15% +56,015 Timeline PGX 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; 2024Q2: restricted; 2024Q3: 3,588,261 shares; 2024Q4: 2,509,198 shares; 2025Q1: 2,627,449 shares; 2025Q2: 2,848,588 shares; 2025Q3: 3,050,046 shares; 2025Q4: 3,194,448 shares; 2026Q1: 3,367,778 shares 3,367,778 $36.6M 0.15% +173,330 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 468,637 shares; 2024Q4: 510,021 shares; 2025Q1: 522,775 shares; 2025Q2: 547,991 shares; 2025Q3: 578,911 shares; 2025Q4: 588,807 shares; 2026Q1: 635,563 shares 635,563 $35.1M 0.14% +46,756 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; 2024Q2: restricted; 2024Q3: 271,168 shares; 2024Q4: 301,098 shares; 2025Q1: 328,355 shares; 2025Q2: 358,193 shares; 2025Q3: 381,547 shares; 2025Q4: 424,048 shares; 2026Q1: 451,672 shares 451,672 $34.8M 0.14% +27,624 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,244 shares; 2024Q4: 137,939 shares; 2025Q1: 138,404 shares; 2025Q2: 158,713 shares; 2025Q3: 157,809 shares; 2025Q4: 151,460 shares; 2026Q1: 152,630 shares 152,630 $34.5M 0.14% +1,170 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; 2024Q2: restricted; 2024Q3: 58,376 shares; 2024Q4: 62,093 shares; 2025Q1: 65,077 shares; 2025Q2: 68,054 shares; 2025Q3: 67,001 shares; 2025Q4: 93,843 shares; 2026Q1: 96,429 shares 96,429 $34.5M 0.14% +2,586 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; 2024Q2: restricted; 2024Q3: 126,882 shares; 2024Q4: 127,285 shares; 2025Q1: 143,217 shares; 2025Q2: 156,340 shares; 2025Q3: 160,574 shares; 2025Q4: 159,395 shares; 2026Q1: 158,913 shares 158,913 $34.2M 0.14% -482 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; 2024Q2: restricted; 2024Q3: 1,412,804 shares; 2024Q4: 1,423,917 shares; 2025Q1: 1,478,015 shares; 2025Q2: 1,766,096 shares; 2025Q3: 1,592,002 shares; 2025Q4: 1,157,281 shares; 2026Q1: 1,176,444 shares 1,176,444 $34.1M 0.14% +19,163 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; 2024Q2: restricted; 2024Q3: 402,385 shares; 2024Q4: 404,673 shares; 2025Q1: 410,290 shares; 2025Q2: 417,631 shares; 2025Q3: 408,788 shares; 2025Q4: 418,714 shares; 2026Q1: 422,846 shares 422,846 $33.5M 0.14% +4,132 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; 2024Q2: restricted; 2024Q3: 42,082 shares; 2024Q4: 61,008 shares; 2025Q1: 75,242 shares; 2025Q2: 152,471 shares; 2025Q3: 146,454 shares; 2025Q4: 159,199 shares; 2026Q1: 135,211 shares 135,211 $32.8M 0.13% -23,988 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; 2024Q2: restricted; 2024Q3: 209,005 shares; 2024Q4: 229,166 shares; 2025Q1: 249,670 shares; 2025Q2: 278,891 shares; 2025Q3: 283,652 shares; 2025Q4: 337,036 shares; 2026Q1: 332,618 shares 332,618 $32.1M 0.13% -4,418 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,631 shares; 2024Q4: 9,116 shares; 2025Q1: 14,001 shares; 2025Q2: 27,920 shares; 2025Q3: 27,053 shares; 2025Q4: 23,615 shares; 2026Q1: 21,478 shares 21,478 $31.6M 0.13% -2,137 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; 2024Q2: restricted; 2024Q3: 69,244 shares; 2024Q4: 91,250 shares; 2025Q1: 104,192 shares; 2025Q2: 119,871 shares; 2025Q3: 123,675 shares; 2025Q4: 211,931 shares; 2026Q1: 262,901 shares 262,901 $31.6M 0.13% +50,970 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; 2024Q2: restricted; 2024Q3: 156,740 shares; 2024Q4: 170,123 shares; 2025Q1: 187,156 shares; 2025Q2: 391,720 shares; 2025Q3: 421,184 shares; 2025Q4: 399,347 shares; 2026Q1: 396,193 shares 396,193 $31.5M 0.13% -3,154 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,212 shares; 2024Q4: 134,202 shares; 2025Q1: 142,091 shares; 2025Q2: 229,697 shares; 2025Q3: 234,768 shares; 2025Q4: 234,588 shares; 2026Q1: 235,405 shares 235,405 $31.1M 0.13% +817 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; 2024Q2: restricted; 2024Q3: 70,474 shares; 2024Q4: 73,038 shares; 2025Q1: 77,045 shares; 2025Q2: 90,883 shares; 2025Q3: 94,077 shares; 2025Q4: 95,035 shares; 2026Q1: 113,414 shares 113,414 $30.7M 0.12% +18,379 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,399 shares; 2024Q4: 328,836 shares; 2025Q1: 448,730 shares; 2025Q2: 452,575 shares; 2025Q3: 438,204 shares; 2025Q4: 441,034 shares; 2026Q1: 870,735 shares 870,735 $30.5M 0.12% +429,701 Timeline KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,041 shares; 2024Q4: 492,685 shares; 2025Q1: 6,535 shares; 2025Q2: 6,535 shares; 2025Q3: 6,535 shares; 2025Q4: 7,164 shares; 2026Q1: 950,770 shares 950,770 $30.5M 0.12% +943,606 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 583,731 shares; 2024Q4: 557,041 shares; 2025Q1: 715,436 shares; 2025Q2: 729,088 shares; 2025Q3: 718,259 shares; 2025Q4: 713,436 shares; 2026Q1: 778,415 shares 778,415 $30.3M 0.12% +64,979 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,806 shares; 2024Q4: 16,333 shares; 2025Q1: 20,703 shares; 2025Q2: 30,042 shares; 2025Q3: 30,395 shares; 2025Q4: 265,498 shares; 2026Q1: 307,320 shares 307,320 $29.5M 0.12% +41,822 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,486 shares; 2024Q4: 281,091 shares; 2025Q1: 559,929 shares; 2025Q2: 559,784 shares; 2025Q3: 637,224 shares; 2025Q4: 971,697 shares; 2026Q1: 1,010,597 shares 1,010,597 $29.4M 0.12% +38,900 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,342 shares; 2024Q4: 34,502 shares; 2025Q1: 35,916 shares; 2025Q2: 42,427 shares; 2025Q3: 44,798 shares; 2025Q4: 58,771 shares; 2026Q1: 58,782 shares 58,782 $29.4M 0.12% +11 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,067 shares; 2024Q4: 83,625 shares; 2025Q1: 84,369 shares; 2025Q2: 86,685 shares; 2025Q3: 85,693 shares; 2025Q4: 88,867 shares; 2026Q1: 89,291 shares 89,291 $29.3M 0.12% +424 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203 shares; 2024Q4: not reported; 2025Q1: 477 shares; 2025Q2: 477 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 628,931 shares 628,931 $29M 0.12% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,545 shares; 2024Q4: 104,749 shares; 2025Q1: 109,518 shares; 2025Q2: 113,227 shares; 2025Q3: 139,014 shares; 2025Q4: 139,006 shares; 2026Q1: 142,220 shares 142,220 $28.9M 0.12% +3,214 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309 shares; 2024Q4: 252,651 shares; 2025Q1: 246,110 shares; 2025Q2: 245,426 shares; 2025Q3: 243,833 shares; 2025Q4: 234,047 shares; 2026Q1: 232,471 shares 232,471 $27.6M 0.11% -1,576 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 448,445 shares; 2024Q4: 517,352 shares; 2025Q1: 540,175 shares; 2025Q2: 545,834 shares; 2025Q3: 562,482 shares; 2025Q4: 583,300 shares; 2026Q1: 584,821 shares 584,821 $27.5M 0.11% +1,521 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,778 shares; 2025Q1: 73,107 shares; 2025Q2: 88,251 shares; 2025Q3: 80,703 shares; 2025Q4: 81,358 shares; 2026Q1: 128,188 shares 128,188 $27.4M 0.11% +46,830 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,836 shares; 2024Q4: 504,515 shares; 2025Q1: 506,857 shares; 2025Q2: 499,388 shares; 2025Q3: 512,732 shares; 2025Q4: 519,723 shares; 2026Q1: 518,438 shares 518,438 $27.4M 0.11% -1,285 Timeline EVLN MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500,450 shares; 2026Q1: 550,340 shares 550,340 $26.5M 0.11% +49,890 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; 2024Q2: restricted; 2024Q3: 60,234 shares; 2024Q4: 72,402 shares; 2025Q1: 102,912 shares; 2025Q2: 163,305 shares; 2025Q3: 150,323 shares; 2025Q4: 153,817 shares; 2026Q1: 157,816 shares 157,816 $26.1M 0.11% +3,999 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,196 shares; 2024Q4: 131,401 shares; 2025Q1: 128,519 shares; 2025Q2: 127,638 shares; 2025Q3: 126,114 shares; 2025Q4: 120,004 shares; 2026Q1: 120,264 shares 120,264 $26M 0.11% +260 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262,583 shares; 2024Q4: 248,817 shares; 2025Q1: 251,786 shares; 2025Q2: 259,721 shares; 2025Q3: 266,483 shares; 2025Q4: 280,467 shares; 2026Q1: 252,813 shares 252,813 $26M 0.11% -27,654 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; 2024Q2: restricted; 2024Q3: 36,268 shares; 2024Q4: 41,258 shares; 2025Q1: 27,328 shares; 2025Q2: 68,987 shares; 2025Q3: 87,543 shares; 2025Q4: 106,673 shares; 2026Q1: 127,480 shares 127,480 $25.9M 0.11% +20,807 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17 shares; 2025Q1: 18 shares; 2025Q2: 31 shares; 2025Q3: 37 shares; 2025Q4: 36 shares; 2026Q1: 36 shares 36 $25.9M 0.11% 0 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; 2024Q2: restricted; 2024Q3: 143,978 shares; 2024Q4: 325,052 shares; 2025Q1: 338,799 shares; 2025Q2: 390,603 shares; 2025Q3: 394,525 shares; 2025Q4: 485,539 shares; 2026Q1: 507,049 shares 507,049 $25.5M 0.1% +21,510 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; 2024Q2: restricted; 2024Q3: 276,179 shares; 2024Q4: 288,259 shares; 2025Q1: 308,247 shares; 2025Q2: 346,224 shares; 2025Q3: 350,293 shares; 2025Q4: 416,019 shares; 2026Q1: 437,119 shares 437,119 $25.2M 0.1% +21,100 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,923 shares; 2024Q4: 64,684 shares; 2025Q1: 64,522 shares; 2025Q2: 67,569 shares; 2025Q3: 70,280 shares; 2025Q4: 75,292 shares; 2026Q1: 77,126 shares 77,126 $25.1M 0.1% +1,834 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; 2024Q2: restricted; 2024Q3: 22,219 shares; 2024Q4: 284,393 shares; 2025Q1: 285,373 shares; 2025Q2: 297,998 shares; 2025Q3: 290,853 shares; 2025Q4: 328,208 shares; 2026Q1: 333,193 shares 333,193 $25M 0.1% +4,985 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,395 shares; 2024Q4: 44,557 shares; 2025Q1: 46,007 shares; 2025Q2: 56,557 shares; 2025Q3: 58,577 shares; 2025Q4: 74,207 shares; 2026Q1: 77,344 shares 77,344 $24M 0.1% +3,137 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; 2024Q2: restricted; 2024Q3: 265,539 shares; 2024Q4: 275,074 shares; 2025Q1: 292,483 shares; 2025Q2: 370,201 shares; 2025Q3: 369,585 shares; 2025Q4: 467,273 shares; 2026Q1: 492,197 shares 492,197 $24M 0.1% +24,924 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; 2024Q2: restricted; 2024Q3: 351,151 shares; 2024Q4: 1,056,911 shares; 2025Q1: 1,039,424 shares; 2025Q2: 1,027,769 shares; 2025Q3: 1,014,818 shares; 2025Q4: 998,682 shares; 2026Q1: 932,919 shares 932,919 $23.9M 0.1% -65,763 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; 2024Q2: restricted; 2024Q3: 19,815 shares; 2024Q4: 92,881 shares; 2025Q1: 102,965 shares; 2025Q2: 180,987 shares; 2025Q3: 182,108 shares; 2025Q4: 179,404 shares; 2026Q1: 182,673 shares 182,673 $23.9M 0.1% +3,269 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,989 shares; 2024Q4: 58,695 shares; 2025Q1: 69,037 shares; 2025Q2: 67,245 shares; 2025Q3: 66,073 shares; 2025Q4: 127,322 shares; 2026Q1: 125,709 shares 125,709 $23.8M 0.1% -1,613 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 97,212 shares; 2025Q4: 210,748 shares; 2026Q1: 435,427 shares 435,427 $23.5M 0.1% +224,679 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,538 shares; 2024Q4: 266,862 shares; 2025Q1: 257,796 shares; 2025Q2: 288,908 shares; 2025Q3: 258,741 shares; 2025Q4: 255,500 shares; 2026Q1: 259,905 shares 259,905 $22.9M 0.09% +4,405 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,860 shares; 2024Q4: 152,335 shares; 2025Q1: 167,978 shares; 2025Q2: 178,783 shares; 2025Q3: 183,046 shares; 2025Q4: 232,637 shares; 2026Q1: 237,057 shares 237,057 $22.9M 0.09% +4,420 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373,407 shares; 2024Q4: 386,800 shares; 2025Q1: 408,442 shares; 2025Q2: 426,659 shares; 2025Q3: 441,264 shares; 2025Q4: 447,617 shares; 2026Q1: 480,784 shares 480,784 $22.9M 0.09% +33,167 Timeline IAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 631,902 shares; 2025Q4: 712,624 shares; 2026Q1: 796,508 shares 796,508 $22.8M 0.09% +83,884 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; 2024Q2: restricted; 2024Q3: 4,736 shares; 2024Q4: 7,607 shares; 2025Q1: 8,052 shares; 2025Q2: 91,137 shares; 2025Q3: 80,908 shares; 2025Q4: 135,696 shares; 2026Q1: 135,639 shares 135,639 $22.3M 0.09% -57 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 686,442 shares; 2024Q4: 1,384,350 shares; 2025Q1: 1,056,877 shares; 2025Q2: 1,008,568 shares; 2025Q3: 979,014 shares; 2025Q4: 934,939 shares; 2026Q1: 889,163 shares 889,163 $22.1M 0.09% -45,776 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,138 shares; 2024Q4: 186,617 shares; 2025Q1: 188,350 shares; 2025Q2: 189,743 shares; 2025Q3: 196,901 shares; 2025Q4: 191,568 shares; 2026Q1: 190,807 shares 190,807 $21.7M 0.09% -761 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; 2024Q2: restricted; 2024Q3: 24,590 shares; 2024Q4: 34,584 shares; 2025Q1: 35,182 shares; 2025Q2: 100,672 shares; 2025Q3: 112,396 shares; 2025Q4: 87,585 shares; 2026Q1: 146,574 shares 146,574 $21.4M 0.09% +58,989 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,565 shares; 2024Q4: 50,996 shares; 2025Q1: 38,574 shares; 2025Q2: 107,250 shares; 2025Q3: 114,251 shares; 2025Q4: 154,003 shares; 2026Q1: 162,124 shares 162,124 $20.9M 0.08% +8,121 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; 2024Q2: restricted; 2024Q3: 13,911 shares; 2024Q4: 17,228 shares; 2025Q1: 17,041 shares; 2025Q2: 23,626 shares; 2025Q3: 30,354 shares; 2025Q4: 31,325 shares; 2026Q1: 34,247 shares 34,247 $20.7M 0.08% +2,922 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; 2024Q2: restricted; 2024Q3: 71,450 shares; 2024Q4: 69,997 shares; 2025Q1: 69,396 shares; 2025Q2: 78,328 shares; 2025Q3: 79,476 shares; 2025Q4: 154,187 shares; 2026Q1: 151,974 shares 151,974 $20.2M 0.08% -2,213 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; 2024Q2: restricted; 2024Q3: 25,953 shares; 2024Q4: 26,620 shares; 2025Q1: 26,646 shares; 2025Q2: 55,844 shares; 2025Q3: 56,447 shares; 2025Q4: 66,675 shares; 2026Q1: 67,896 shares 67,896 $20.1M 0.08% +1,221 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,473 shares; 2024Q4: 105,850 shares; 2025Q1: 100,756 shares; 2025Q2: 96,915 shares; 2025Q3: 95,919 shares; 2025Q4: 95,602 shares; 2026Q1: 94,814 shares 94,814 $20M 0.08% -788 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; 2024Q2: restricted; 2024Q3: 20,297 shares; 2024Q4: 21,463 shares; 2025Q1: 22,390 shares; 2025Q2: 31,392 shares; 2025Q3: 29,599 shares; 2025Q4: 29,084 shares; 2026Q1: 58,325 shares 58,325 $19.9M 0.08% +29,241 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; 2024Q2: restricted; 2024Q3: 6,784 shares; 2024Q4: 8,717 shares; 2025Q1: 9,416 shares; 2025Q2: 25,924 shares; 2025Q3: 31,079 shares; 2025Q4: 63,097 shares; 2026Q1: 58,771 shares 58,771 $19.9M 0.08% -4,326 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,456 shares; 2024Q4: 229,314 shares; 2025Q1: 236,267 shares; 2025Q2: 236,059 shares; 2025Q3: 215,501 shares; 2025Q4: 194,506 shares; 2026Q1: 197,026 shares 197,026 $19.8M 0.08% +2,520 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,484 shares; 2024Q4: 112,466 shares; 2025Q1: 108,925 shares; 2025Q2: 106,194 shares; 2025Q3: 106,332 shares; 2025Q4: 104,563 shares; 2026Q1: 103,108 shares 103,108 $19.8M 0.08% -1,455 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,973 shares; 2024Q4: 181,196 shares; 2025Q1: 188,365 shares; 2025Q2: 203,055 shares; 2025Q3: 209,050 shares; 2025Q4: 213,401 shares; 2026Q1: 219,359 shares 219,359 $19.7M 0.08% +5,958 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,143 shares; 2025Q4: 173,696 shares; 2026Q1: 252,976 shares 252,976 $19.6M 0.08% +79,280 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,033 shares; 2024Q4: 35,035 shares; 2025Q1: 36,755 shares; 2025Q2: 38,633 shares; 2025Q3: 39,281 shares; 2025Q4: 41,798 shares; 2026Q1: 54,554 shares 54,554 $19.2M 0.08% +12,756 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; 2024Q2: restricted; 2024Q3: 124,949 shares; 2024Q4: 117,135 shares; 2025Q1: 174,812 shares; 2025Q2: 171,359 shares; 2025Q3: 168,858 shares; 2025Q4: 165,437 shares; 2026Q1: 269,320 shares 269,320 $19.1M 0.08% +103,883 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; 2024Q2: restricted; 2024Q3: 25,643 shares; 2024Q4: 26,755 shares; 2025Q1: 26,807 shares; 2025Q2: 52,046 shares; 2025Q3: 53,971 shares; 2025Q4: 54,700 shares; 2026Q1: 55,289 shares 55,289 $19M 0.08% +589 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; 2024Q2: restricted; 2024Q3: 19,821 shares; 2024Q4: 19,234 shares; 2025Q1: 20,098 shares; 2025Q2: 40,033 shares; 2025Q3: 41,485 shares; 2025Q4: 42,378 shares; 2026Q1: 40,744 shares 40,744 $18.9M 0.08% -1,634 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269,600 shares; 2024Q4: 287,809 shares; 2025Q1: 300,277 shares; 2025Q2: 303,400 shares; 2025Q3: 313,963 shares; 2025Q4: 314,405 shares; 2026Q1: 329,557 shares 329,557 $18.2M 0.07% +15,152 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,771 shares; 2024Q4: 66,784 shares; 2025Q1: 74,002 shares; 2025Q2: 75,438 shares; 2025Q3: 80,416 shares; 2025Q4: 120,085 shares; 2026Q1: 117,057 shares 117,057 $18.2M 0.07% -3,028 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; 2024Q2: restricted; 2024Q3: 140,851 shares; 2024Q4: 143,765 shares; 2025Q1: 148,935 shares; 2025Q2: 189,045 shares; 2025Q3: 192,752 shares; 2025Q4: 171,799 shares; 2026Q1: 184,338 shares 184,338 $18.1M 0.07% +12,539 Timeline PRF 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; 2024Q2: restricted; 2024Q3: 349,756 shares; 2024Q4: 341,908 shares; 2025Q1: 360,290 shares; 2025Q2: 401,259 shares; 2025Q3: 386,443 shares; 2025Q4: 383,398 shares; 2026Q1: 380,700 shares 380,700 $18.1M 0.07% -2,698 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; 2024Q2: restricted; 2024Q3: 36,771 shares; 2024Q4: 44,598 shares; 2025Q1: 61,724 shares; 2025Q2: 63,445 shares; 2025Q3: 63,105 shares; 2025Q4: 69,310 shares; 2026Q1: 68,585 shares 68,585 $18M 0.07% -725 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,046 shares; 2024Q4: 3,376 shares; 2025Q1: 3,432 shares; 2025Q2: 3,765 shares; 2025Q3: 4,752 shares; 2025Q4: 89,417 shares; 2026Q1: 88,212 shares 88,212 $17.9M 0.07% -1,205 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,722 shares; 2024Q4: 7,750 shares; 2025Q1: 6,799 shares; 2025Q2: 7,527 shares; 2025Q3: 7,539 shares; 2025Q4: 139,089 shares; 2026Q1: 139,324 shares 139,324 $17.9M 0.07% +235 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; 2024Q2: restricted; 2024Q3: 12,124 shares; 2024Q4: 15,821 shares; 2025Q1: 16,748 shares; 2025Q2: 33,657 shares; 2025Q3: 37,752 shares; 2025Q4: 104,318 shares; 2026Q1: 111,599 shares 111,599 $17.8M 0.07% +7,281 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,506 shares; 2024Q4: 242,221 shares; 2025Q1: 214,058 shares; 2025Q2: 233,079 shares; 2025Q3: 257,632 shares; 2025Q4: 280,873 shares; 2026Q1: 300,883 shares 300,883 $17.8M 0.07% +20,010 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; 2024Q2: restricted; 2024Q3: 288,856 shares; 2024Q4: 247,560 shares; 2025Q1: 238,567 shares; 2025Q2: 232,262 shares; 2025Q3: 228,170 shares; 2025Q4: 226,814 shares; 2026Q1: 223,258 shares 223,258 $17.7M 0.07% -3,556 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; 2024Q2: restricted; 2024Q3: 171,689 shares; 2024Q4: 268,512 shares; 2025Q1: 280,370 shares; 2025Q2: 315,266 shares; 2025Q3: 305,142 shares; 2025Q4: 295,008 shares; 2026Q1: 286,352 shares 286,352 $17.5M 0.07% -8,656 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219,923 shares; 2024Q4: 202,456 shares; 2025Q1: 178,942 shares; 2025Q2: 174,479 shares; 2025Q3: 167,338 shares; 2025Q4: 160,451 shares; 2026Q1: 154,672 shares 154,672 $17.2M 0.07% -5,779 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; 2024Q2: restricted; 2024Q3: 6,623 shares; 2024Q4: 18,783 shares; 2025Q1: 20,244 shares; 2025Q2: 19,655 shares; 2025Q3: 20,909 shares; 2025Q4: 35,019 shares; 2026Q1: 34,959 shares 34,959 $17.2M 0.07% -60 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,704 shares; 2024Q4: 154,847 shares; 2025Q1: 153,065 shares; 2025Q2: 151,425 shares; 2025Q3: 147,548 shares; 2025Q4: 147,147 shares; 2026Q1: 136,923 shares 136,923 $17.1M 0.07% -10,224 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,563 shares; 2024Q4: 3,563 shares; 2025Q1: 4,774 shares; 2025Q2: 5,055 shares; 2025Q3: 39,424 shares; 2025Q4: 144,708 shares; 2026Q1: 201,814 shares 201,814 $17.1M 0.07% +57,106 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,756 shares; 2024Q4: 5,810 shares; 2025Q1: 5,651 shares; 2025Q2: 32,900 shares; 2025Q3: 33,363 shares; 2025Q4: 32,686 shares; 2026Q1: 31,785 shares 31,785 $17.1M 0.07% -901 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,610 shares; 2024Q4: 166,149 shares; 2025Q1: 162,315 shares; 2025Q2: 157,741 shares; 2025Q3: 154,973 shares; 2025Q4: 148,854 shares; 2026Q1: 149,524 shares 149,524 $17.1M 0.07% +670 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,467 shares; 2024Q4: 3,240 shares; 2025Q1: 3,243 shares; 2025Q2: 4,223 shares; 2025Q3: 4,611 shares; 2025Q4: 116,762 shares; 2026Q1: 116,455 shares 116,455 $17M 0.07% -307 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447,028 shares; 2024Q4: 423,980 shares; 2025Q1: 394,987 shares; 2025Q2: 386,289 shares; 2025Q3: 377,437 shares; 2025Q4: 370,876 shares; 2026Q1: 355,355 shares 355,355 $16.7M 0.07% -15,521 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,565 shares; 2024Q4: 122,497 shares; 2025Q1: 120,322 shares; 2025Q2: 121,206 shares; 2025Q3: 133,571 shares; 2025Q4: 173,821 shares; 2026Q1: 171,622 shares 171,622 $16.7M 0.07% -2,199 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; 2024Q2: restricted; 2024Q3: 50,757 shares; 2024Q4: 54,649 shares; 2025Q1: 53,428 shares; 2025Q2: 55,498 shares; 2025Q3: 53,065 shares; 2025Q4: 66,613 shares; 2026Q1: 68,601 shares 68,601 $16.6M 0.07% +1,988 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,480 shares; 2024Q4: 172,243 shares; 2025Q1: 172,291 shares; 2025Q2: 168,937 shares; 2025Q3: 167,688 shares; 2025Q4: 165,331 shares; 2026Q1: 230,524 shares 230,524 $16.4M 0.07% +65,193 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450,263 shares; 2024Q4: 384,518 shares; 2025Q1: 370,920 shares; 2025Q2: 340,088 shares; 2025Q3: 336,037 shares; 2025Q4: 328,041 shares; 2026Q1: 321,446 shares 321,446 $16.3M 0.07% -6,595 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,427 shares; 2024Q4: 275,724 shares; 2025Q1: 322,149 shares; 2025Q2: 240,110 shares; 2025Q3: 299,488 shares; 2025Q4: 339,821 shares; 2026Q1: 466,637 shares 466,637 $16.1M 0.07% +126,816 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,909 shares; 2024Q4: 25,182 shares; 2025Q1: 58,557 shares; 2025Q2: 51,308 shares; 2025Q3: 71,433 shares; 2025Q4: 76,867 shares; 2026Q1: 56,657 shares 56,657 $16.1M 0.07% -20,210 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 436,419 shares; 2024Q4: 418,426 shares; 2025Q1: 447,006 shares; 2025Q2: 415,739 shares; 2025Q3: 392,788 shares; 2025Q4: 371,533 shares; 2026Q1: 353,790 shares 353,790 $16M 0.07% -17,743 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298,169 shares; 2024Q4: 277,362 shares; 2025Q1: 284,021 shares; 2025Q2: 283,077 shares; 2025Q3: 292,208 shares; 2025Q4: 287,552 shares; 2026Q1: 290,020 shares 290,020 $16M 0.07% +2,468 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,954 shares; 2024Q4: 186,406 shares; 2025Q1: 192,707 shares; 2025Q2: 201,241 shares; 2025Q3: 208,743 shares; 2025Q4: 222,524 shares; 2026Q1: 227,519 shares 227,519 $15.9M 0.06% +4,995 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; 2024Q2: restricted; 2024Q3: 4,387 shares; 2024Q4: 5,958 shares; 2025Q1: 6,361 shares; 2025Q2: 8,462 shares; 2025Q3: 9,446 shares; 2025Q4: not reported; 2026Q1: 52,086 shares 52,086 $15.2M 0.06% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,637 shares; 2024Q4: 226,537 shares; 2025Q1: 222,223 shares; 2025Q2: 289,212 shares; 2025Q3: 288,006 shares; 2025Q4: 282,175 shares; 2026Q1: 286,518 shares 286,518 $15.1M 0.06% +4,343 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,523 shares; 2024Q4: 28,038 shares; 2025Q1: 29,081 shares; 2025Q2: 38,998 shares; 2025Q3: 42,716 shares; 2025Q4: 84,489 shares; 2026Q1: 91,496 shares 91,496 $15.1M 0.06% +7,007 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,030 shares; 2025Q4: 124,966 shares; 2026Q1: 275,423 shares 275,423 $14.9M 0.06% +150,457 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,902 shares; 2024Q4: 95,768 shares; 2025Q1: 94,887 shares; 2025Q2: 95,858 shares; 2025Q3: 95,597 shares; 2025Q4: 93,025 shares; 2026Q1: 96,473 shares 96,473 $14.7M 0.06% +3,448 Timeline NJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 563 shares; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 336 shares; 2026Q1: 467,861 shares 467,861 $14.6M 0.06% +467,525 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,870 shares; 2024Q4: 176,544 shares; 2025Q1: 232,200 shares; 2025Q2: 349,402 shares; 2025Q3: 362,471 shares; 2025Q4: 312,521 shares; 2026Q1: 159,470 shares 159,470 $14.6M 0.06% -153,051 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; 2024Q2: restricted; 2024Q3: 11,092 shares; 2024Q4: 14,708 shares; 2025Q1: 16,057 shares; 2025Q2: 28,270 shares; 2025Q3: 29,960 shares; 2025Q4: 59,174 shares; 2026Q1: 61,820 shares 61,820 $14.6M 0.06% +2,646 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,209 shares; 2024Q4: 183,748 shares; 2025Q1: 184,849 shares; 2025Q2: 178,944 shares; 2025Q3: 179,355 shares; 2025Q4: 184,709 shares; 2026Q1: 187,022 shares 187,022 $14.4M 0.06% +2,313 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; 2024Q2: restricted; 2024Q3: 4,098 shares; 2024Q4: 5,688 shares; 2025Q1: 5,559 shares; 2025Q2: 6,949 shares; 2025Q3: 8,425 shares; 2025Q4: 14,460 shares; 2026Q1: 16,338 shares 16,338 $14.3M 0.06% +1,878 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,910 shares; 2024Q4: 47,322 shares; 2025Q1: 46,041 shares; 2025Q2: 53,981 shares; 2025Q3: 59,311 shares; 2025Q4: 56,509 shares; 2026Q1: 57,268 shares 57,268 $14.2M 0.06% +759 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,597 shares; 2024Q4: 26,770 shares; 2025Q1: 26,756 shares; 2025Q2: 26,747 shares; 2025Q3: 52,091 shares; 2025Q4: 131,680 shares; 2026Q1: 173,224 shares 173,224 $14M 0.06% +41,544 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237,555 shares; 2024Q4: 262,211 shares; 2025Q1: 220,096 shares; 2025Q2: 242,465 shares; 2025Q3: 260,152 shares; 2025Q4: 269,848 shares; 2026Q1: 288,717 shares 288,717 $14M 0.06% +18,869 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,211 shares; 2024Q4: 3,222 shares; 2025Q1: 3,231 shares; 2025Q2: 3,241 shares; 2025Q3: 3,250 shares; 2025Q4: 3,258 shares; 2026Q1: 219,537 shares 219,537 $13.8M 0.06% +216,279 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,830 shares; 2024Q4: 6,133 shares; 2025Q1: 236,752 shares; 2025Q2: 229,566 shares; 2025Q3: 226,627 shares; 2025Q4: 225,998 shares; 2026Q1: 225,732 shares 225,732 $13.8M 0.06% -266 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 342,564 shares; 2024Q4: 139,802 shares; 2025Q1: 133,676 shares; 2025Q2: 132,145 shares; 2025Q3: 130,036 shares; 2025Q4: 126,734 shares; 2026Q1: 125,292 shares 125,292 $13.8M 0.06% -1,442 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; 2024Q2: restricted; 2024Q3: 51,293 shares; 2024Q4: 97,963 shares; 2025Q1: 113,753 shares; 2025Q2: 197,244 shares; 2025Q3: 202,267 shares; 2025Q4: 195,212 shares; 2026Q1: 207,592 shares 207,592 $13.7M 0.06% +12,380 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,755 shares; 2024Q4: 132,932 shares; 2025Q1: 152,240 shares; 2025Q2: 218,449 shares; 2025Q3: 217,390 shares; 2025Q4: 356,594 shares; 2026Q1: 484,920 shares 484,920 $13.6M 0.06% +128,326 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285,433 shares; 2024Q4: 281,919 shares; 2025Q1: 288,713 shares; 2025Q2: 303,635 shares; 2025Q3: 313,824 shares; 2025Q4: 315,140 shares; 2026Q1: 330,994 shares 330,994 $13.5M 0.05% +15,854 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,605 shares; 2024Q4: 196,388 shares; 2025Q1: 189,731 shares; 2025Q2: 191,792 shares; 2025Q3: 179,083 shares; 2025Q4: 176,920 shares; 2026Q1: 178,041 shares 178,041 $13.4M 0.05% +1,121 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 759,592 shares; 2024Q4: 767,442 shares; 2025Q1: 709,461 shares; 2025Q2: 696,383 shares; 2025Q3: 672,596 shares; 2025Q4: 650,000 shares; 2026Q1: 623,952 shares 623,952 $13.4M 0.05% -26,048 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; 2024Q2: restricted; 2024Q3: 63,211 shares; 2024Q4: 77,835 shares; 2025Q1: 81,386 shares; 2025Q2: 111,801 shares; 2025Q3: 105,175 shares; 2025Q4: 217,248 shares; 2026Q1: 220,900 shares 220,900 $13.4M 0.05% +3,652 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,424 shares; 2024Q4: 260,677 shares; 2025Q1: 261,089 shares; 2025Q2: 265,635 shares; 2025Q3: 271,429 shares; 2025Q4: 283,359 shares; 2026Q1: 295,775 shares 295,775 $13.2M 0.05% +12,416 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,584 shares; 2024Q4: 15,146 shares; 2025Q1: 15,380 shares; 2025Q2: 60,959 shares; 2025Q3: 65,042 shares; 2025Q4: 62,416 shares; 2026Q1: 63,597 shares 63,597 $13.2M 0.05% +1,181 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,559 shares; 2024Q4: 3,766 shares; 2025Q1: 3,748 shares; 2025Q2: 4,131 shares; 2025Q3: 4,167 shares; 2025Q4: 41,909 shares; 2026Q1: 41,681 shares 41,681 $13.1M 0.05% -228 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,527 shares; 2025Q1: 2,919 shares; 2025Q2: 2,919 shares; 2025Q3: 4,803 shares; 2025Q4: 212,416 shares; 2026Q1: 258,177 shares 258,177 $12.9M 0.05% +45,761 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; 2024Q2: restricted; 2024Q3: 8,366 shares; 2024Q4: 11,364 shares; 2025Q1: 18,374 shares; 2025Q2: 26,628 shares; 2025Q3: 26,399 shares; 2025Q4: 26,783 shares; 2026Q1: 27,819 shares 27,819 $12.8M 0.05% +1,036 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,088 shares; 2025Q2: not reported; 2025Q3: 3,850 shares; 2025Q4: 3,850 shares; 2026Q1: 395,597 shares 395,597 $12.7M 0.05% +391,747 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,060 shares; 2024Q4: 216,054 shares; 2025Q1: 267,905 shares; 2025Q2: 280,243 shares; 2025Q3: 322,930 shares; 2025Q4: 340,764 shares; 2026Q1: 356,345 shares 356,345 $12.7M 0.05% +15,581 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; 2024Q2: restricted; 2024Q3: 20,568 shares; 2024Q4: 30,460 shares; 2025Q1: 30,911 shares; 2025Q2: 32,706 shares; 2025Q3: 36,064 shares; 2025Q4: 38,181 shares; 2026Q1: 37,323 shares 37,323 $12.6M 0.05% -858 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; 2024Q2: restricted; 2024Q3: 167,950 shares; 2024Q4: 160,664 shares; 2025Q1: 154,967 shares; 2025Q2: 152,971 shares; 2025Q3: 151,249 shares; 2025Q4: 138,820 shares; 2026Q1: 133,271 shares 133,271 $12.5M 0.05% -5,549 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329,465 shares; 2024Q4: 337,123 shares; 2025Q1: 302,138 shares; 2025Q2: 328,556 shares; 2025Q3: 369,499 shares; 2025Q4: 401,936 shares; 2026Q1: 430,246 shares 430,246 $12.4M 0.05% +28,310 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,395 shares; 2024Q4: 253,820 shares; 2025Q1: 256,400 shares; 2025Q2: 274,049 shares; 2025Q3: 275,282 shares; 2025Q4: 275,189 shares; 2026Q1: 279,139 shares 279,139 $12.3M 0.05% +3,950 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,951 shares; 2024Q4: 174,069 shares; 2025Q1: 171,307 shares; 2025Q2: 178,271 shares; 2025Q3: 179,480 shares; 2025Q4: 173,590 shares; 2026Q1: 175,356 shares 175,356 $12.3M 0.05% +1,766 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 488,666 shares; 2024Q4: 507,894 shares; 2025Q1: 454,642 shares; 2025Q2: 440,002 shares; 2025Q3: 454,762 shares; 2025Q4: 492,908 shares; 2026Q1: 531,585 shares 531,585 $12.2M 0.05% +38,677 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; 2024Q2: restricted; 2024Q3: 403 shares; 2024Q4: 481 shares; 2025Q1: 514 shares; 2025Q2: 14,355 shares; 2025Q3: 14,121 shares; 2025Q4: 14,053 shares; 2026Q1: 13,513 shares 13,513 $12.1M 0.05% -540 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; 2024Q2: restricted; 2024Q3: 26,099 shares; 2024Q4: 161,925 shares; 2025Q1: 414,932 shares; 2025Q2: 436,697 shares; 2025Q3: 416,648 shares; 2025Q4: 407,361 shares; 2026Q1: 395,231 shares 395,231 $12.1M 0.05% -12,130 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361,446 shares; 2024Q4: 401,443 shares; 2025Q1: 421,278 shares; 2025Q2: 430,701 shares; 2025Q3: 441,876 shares; 2025Q4: 445,511 shares; 2026Q1: 478,073 shares 478,073 $12M 0.05% +32,562 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; 2024Q2: restricted; 2024Q3: 31,397 shares; 2024Q4: 32,405 shares; 2025Q1: 32,891 shares; 2025Q2: 38,369 shares; 2025Q3: 38,514 shares; 2025Q4: 38,786 shares; 2026Q1: 39,608 shares 39,608 $11.8M 0.05% +822 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; 2024Q2: restricted; 2024Q3: 10,535 shares; 2024Q4: 23,147 shares; 2025Q1: 22,454 shares; 2025Q2: 123,049 shares; 2025Q3: 129,417 shares; 2025Q4: 128,642 shares; 2026Q1: 130,922 shares 130,922 $11.8M 0.05% +2,280 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,411 shares; 2024Q4: 4,474 shares; 2025Q1: 4,640 shares; 2025Q2: 206,180 shares; 2025Q3: 206,748 shares; 2025Q4: 196,677 shares; 2026Q1: 193,724 shares 193,724 $11.8M 0.05% -2,953 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 233,227 shares; 2026Q1: 248,537 shares 248,537 $11.8M 0.05% +15,310 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 531 shares; 2025Q1: 649 shares; 2025Q2: 2,701 shares; 2025Q3: 3,637 shares; 2025Q4: 34,461 shares; 2026Q1: 46,536 shares 46,536 $11.7M 0.05% +12,075 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,320 shares; 2024Q4: 186,584 shares; 2025Q1: 203,949 shares; 2025Q2: 154,091 shares; 2025Q3: 142,674 shares; 2025Q4: 138,885 shares; 2026Q1: 138,005 shares 138,005 $11.5M 0.05% -880 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; 2024Q2: restricted; 2024Q3: 14,183 shares; 2024Q4: 22,096 shares; 2025Q1: 20,030 shares; 2025Q2: 25,933 shares; 2025Q3: 28,267 shares; 2025Q4: 53,140 shares; 2026Q1: 55,192 shares 55,192 $11.5M 0.05% +2,052 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; 2024Q2: restricted; 2024Q3: 46,244 shares; 2024Q4: 45,210 shares; 2025Q1: 44,604 shares; 2025Q2: 45,382 shares; 2025Q3: 44,700 shares; 2025Q4: 43,573 shares; 2026Q1: 44,050 shares 44,050 $11.3M 0.05% +477 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,778 shares; 2024Q4: 15,262 shares; 2025Q1: 12,240 shares; 2025Q2: 16,559 shares; 2025Q3: 18,414 shares; 2025Q4: 61,691 shares; 2026Q1: 61,865 shares 61,865 $11.3M 0.05% +174 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,354 shares; 2024Q4: 68,485 shares; 2025Q1: 68,533 shares; 2025Q2: 114,411 shares; 2025Q3: 128,767 shares; 2025Q4: 324,456 shares; 2026Q1: 334,526 shares 334,526 $11.2M 0.05% +10,070 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,854 shares; 2024Q4: 73,438 shares; 2025Q1: 72,612 shares; 2025Q2: 72,744 shares; 2025Q3: 71,507 shares; 2025Q4: 71,107 shares; 2026Q1: 69,051 shares 69,051 $11.2M 0.05% -2,056 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,601 shares; 2024Q4: 208,252 shares; 2025Q1: 219,639 shares; 2025Q2: 225,155 shares; 2025Q3: 233,824 shares; 2025Q4: 239,592 shares; 2026Q1: 256,560 shares 256,560 $11.2M 0.05% +16,968 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 264,120 shares; 2025Q1: 264,510 shares; 2025Q2: 269,620 shares; 2025Q3: 286,735 shares; 2025Q4: 294,828 shares; 2026Q1: 312,811 shares 312,811 $11.1M 0.05% +17,983 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,214 shares; 2024Q4: 34,642 shares; 2025Q1: 38,926 shares; 2025Q2: 45,402 shares; 2025Q3: 45,717 shares; 2025Q4: 63,860 shares; 2026Q1: 64,172 shares 64,172 $11.1M 0.05% +312 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,881 shares; 2024Q4: 5,774 shares; 2025Q1: 26,754 shares; 2025Q2: 26,579 shares; 2025Q3: 26,720 shares; 2025Q4: 28,264 shares; 2026Q1: 28,009 shares 28,009 $11M 0.04% -255 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,236 shares; 2024Q4: 87,999 shares; 2025Q1: 73,211 shares; 2025Q2: 61,424 shares; 2025Q3: 81,219 shares; 2025Q4: 130,352 shares; 2026Q1: 227,614 shares 227,614 $10.9M 0.04% +97,262 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; 2024Q2: restricted; 2024Q3: 46,161 shares; 2024Q4: 41,926 shares; 2025Q1: 38,981 shares; 2025Q2: 238,765 shares; 2025Q3: 242,433 shares; 2025Q4: 241,535 shares; 2026Q1: 235,318 shares 235,318 $10.8M 0.04% -6,217 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 234,792 shares; 2026Q1: 201,344 shares 201,344 $10.6M 0.04% -33,448 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; 2024Q2: restricted; 2024Q3: 9,539 shares; 2024Q4: 167,653 shares; 2025Q1: 166,311 shares; 2025Q2: 178,914 shares; 2025Q3: 177,818 shares; 2025Q4: 181,684 shares; 2026Q1: 183,461 shares 183,461 $10.3M 0.04% +1,777 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231,117 shares; 2024Q4: 319,737 shares; 2025Q1: 309,776 shares; 2025Q2: 315,524 shares; 2025Q3: 328,684 shares; 2025Q4: 413,069 shares; 2026Q1: 422,914 shares 422,914 $10.3M 0.04% +9,845 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,554 shares; 2024Q4: 123,061 shares; 2025Q1: 123,137 shares; 2025Q2: 131,543 shares; 2025Q3: 128,248 shares; 2025Q4: 138,220 shares; 2026Q1: 137,801 shares 137,801 $10.2M 0.04% -419 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 532 shares; 2025Q1: 547 shares; 2025Q2: 21,228 shares; 2025Q3: 21,245 shares; 2025Q4: 20,790 shares; 2026Q1: 20,488 shares 20,488 $10.1M 0.04% -302 Timeline CSPF COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 340,958 shares; 2026Q1: 390,427 shares 390,427 $10M 0.04% +49,469 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; 2024Q2: restricted; 2024Q3: 39,956 shares; 2024Q4: 39,709 shares; 2025Q1: 41,935 shares; 2025Q2: 53,110 shares; 2025Q3: 54,439 shares; 2025Q4: 54,864 shares; 2026Q1: 54,986 shares 54,986 $9.91M 0.04% +122 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,994 shares; 2024Q4: 236,999 shares; 2025Q1: 234,543 shares; 2025Q2: 235,615 shares; 2025Q3: 262,825 shares; 2025Q4: 385,907 shares; 2026Q1: 398,322 shares 398,322 $9.66M 0.04% +12,415 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,665 shares; 2024Q4: 22,818 shares; 2025Q1: 26,442 shares; 2025Q2: 52,645 shares; 2025Q3: 46,405 shares; 2025Q4: 44,701 shares; 2026Q1: 51,682 shares 51,682 $9.65M 0.04% +6,981 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; 2024Q2: restricted; 2024Q3: 4,766 shares; 2024Q4: 5,345 shares; 2025Q1: 4,817 shares; 2025Q2: 5,284 shares; 2025Q3: 9,059 shares; 2025Q4: 10,171 shares; 2026Q1: 11,381 shares 11,381 $9.63M 0.04% +1,210 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,218 shares; 2024Q4: 231,229 shares; 2025Q1: 333,500 shares; 2025Q2: 325,797 shares; 2025Q3: 318,796 shares; 2025Q4: 321,084 shares; 2026Q1: 309,424 shares 309,424 $9.58M 0.04% -11,660 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,826 shares; 2024Q4: 13,288 shares; 2025Q1: 7,394 shares; 2025Q2: 6,901 shares; 2025Q3: 54,185 shares; 2025Q4: 146,311 shares; 2026Q1: 228,684 shares 228,684 $9.5M 0.04% +82,373 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,761 shares; 2024Q4: 236,505 shares; 2025Q1: 257,153 shares; 2025Q2: 256,407 shares; 2025Q3: 267,334 shares; 2025Q4: 275,802 shares; 2026Q1: 278,608 shares 278,608 $9.38M 0.04% +2,806 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; 2024Q2: restricted; 2024Q3: 5,794 shares; 2024Q4: 6,097 shares; 2025Q1: 6,344 shares; 2025Q2: 28,721 shares; 2025Q3: 31,897 shares; 2025Q4: 32,240 shares; 2026Q1: 35,132 shares 35,132 $9.37M 0.04% +2,892 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84 shares; 2024Q4: 97 shares; 2025Q1: 98 shares; 2025Q2: 178 shares; 2025Q3: 401 shares; 2025Q4: 2,729 shares; 2026Q1: 2,774 shares 2,774 $9.37M 0.04% +45 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 21 shares; 2025Q1: 35 shares; 2025Q2: 47,367 shares; 2025Q3: 47,169 shares; 2025Q4: 46,727 shares; 2026Q1: 45,745 shares 45,745 $9.36M 0.04% -982 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,762 shares; 2024Q4: 2,898 shares; 2025Q1: 3,062 shares; 2025Q2: 4,527 shares; 2025Q3: 33,528 shares; 2025Q4: 32,594 shares; 2026Q1: 34,631 shares 34,631 $9.21M 0.04% +2,037 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264,479 shares; 2024Q4: 239,655 shares; 2025Q1: 224,102 shares; 2025Q2: 218,792 shares; 2025Q3: 213,543 shares; 2025Q4: 197,736 shares; 2026Q1: 191,828 shares 191,828 $9.18M 0.04% -5,908 Timeline SPHD 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; 2024Q2: restricted; 2024Q3: 235,687 shares; 2024Q4: 230,434 shares; 2025Q1: 210,311 shares; 2025Q2: 201,773 shares; 2025Q3: 195,284 shares; 2025Q4: 187,937 shares; 2026Q1: 182,150 shares 182,150 $9.04M 0.04% -5,787 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,400 shares; 2024Q4: 18,478 shares; 2025Q1: 15,933 shares; 2025Q2: 13,951 shares; 2025Q3: 92,306 shares; 2025Q4: 188,790 shares; 2026Q1: 338,740 shares 338,740 $9M 0.04% +149,950 Timeline FDL 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; 2024Q2: restricted; 2024Q3: 170,932 shares; 2024Q4: 169,691 shares; 2025Q1: 173,175 shares; 2025Q2: 173,288 shares; 2025Q3: 172,737 shares; 2025Q4: 175,865 shares; 2026Q1: 176,457 shares 176,457 $8.96M 0.04% +592 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,583 shares; 2024Q4: 137,476 shares; 2025Q1: 138,690 shares; 2025Q2: 150,383 shares; 2025Q3: 172,724 shares; 2025Q4: 337,980 shares; 2026Q1: 349,330 shares 349,330 $8.85M 0.04% +11,350 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,827 shares; 2024Q4: 136,470 shares; 2025Q1: 131,703 shares; 2025Q2: 131,675 shares; 2025Q3: 128,467 shares; 2025Q4: 129,753 shares; 2026Q1: 129,467 shares 129,467 $8.8M 0.04% -286 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,108 shares; 2024Q4: 119,752 shares; 2025Q1: 115,990 shares; 2025Q2: 116,571 shares; 2025Q3: 116,627 shares; 2025Q4: 118,248 shares; 2026Q1: 116,393 shares 116,393 $8.75M 0.04% -1,855 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,365 shares; 2024Q4: 23,653 shares; 2025Q1: 24,072 shares; 2025Q2: 39,002 shares; 2025Q3: 42,075 shares; 2025Q4: 39,167 shares; 2026Q1: 43,456 shares 43,456 $8.65M 0.04% +4,289 Timeline ACT ENACT HLDGS INC More: the full row for ENACT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 24 shares; 2025Q1: 106 shares; 2025Q2: 215,329 shares; 2025Q3: 216,368 shares; 2025Q4: not reported; 2026Q1: 210,379 shares 210,379 $8.59M 0.03% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,956 shares; 2024Q4: 8,071 shares; 2025Q1: 9,155 shares; 2025Q2: 42,716 shares; 2025Q3: 40,595 shares; 2025Q4: 62,317 shares; 2026Q1: 67,823 shares 67,823 $8.57M 0.03% +5,506 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,830 shares; 2024Q4: 359,423 shares; 2025Q1: 371,792 shares; 2025Q2: 348,344 shares; 2025Q3: 348,208 shares; 2025Q4: 346,629 shares; 2026Q1: 346,126 shares 346,126 $8.57M 0.03% -503 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,505 shares; 2024Q4: 175,317 shares; 2025Q1: 188,416 shares; 2025Q2: 196,410 shares; 2025Q3: 203,926 shares; 2025Q4: 127,604 shares; 2026Q1: 111,073 shares 111,073 $8.48M 0.03% -16,531 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,161 shares; 2024Q4: 44,251 shares; 2025Q1: 43,659 shares; 2025Q2: 43,160 shares; 2025Q3: 81,130 shares; 2025Q4: not reported; 2026Q1: 180,922 shares 180,922 $8.47M 0.03% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,493 shares; 2024Q4: 15,274 shares; 2025Q1: 13,914 shares; 2025Q2: 38,781 shares; 2025Q3: 38,993 shares; 2025Q4: 40,118 shares; 2026Q1: 41,117 shares 41,117 $8.46M 0.03% +999 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; 2024Q2: restricted; 2024Q3: 11,594 shares; 2024Q4: 11,685 shares; 2025Q1: 12,027 shares; 2025Q2: 12,634 shares; 2025Q3: 13,603 shares; 2025Q4: 11,697 shares; 2026Q1: 12,017 shares 12,017 $8.38M 0.03% +320 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; 2024Q2: restricted; 2024Q3: 175,692 shares; 2024Q4: 178,012 shares; 2025Q1: 177,337 shares; 2025Q2: 178,114 shares; 2025Q3: 187,605 shares; 2025Q4: 185,709 shares; 2026Q1: 184,190 shares 184,190 $8.38M 0.03% -1,519 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,446 shares; 2024Q4: 208,969 shares; 2025Q1: 198,451 shares; 2025Q2: 199,882 shares; 2025Q3: 198,937 shares; 2025Q4: 193,873 shares; 2026Q1: 182,443 shares 182,443 $8.36M 0.03% -11,430 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 142,464 shares; 2026Q1: 145,419 shares 145,419 $8.28M 0.03% +2,955 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; 2024Q2: restricted; 2024Q3: 2,183 shares; 2024Q4: 2,110 shares; 2025Q1: 2,648 shares; 2025Q2: 3,238 shares; 2025Q3: 4,597 shares; 2025Q4: 18,467 shares; 2026Q1: 19,827 shares 19,827 $8.26M 0.03% +1,360 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,798 shares; 2024Q4: 185,302 shares; 2025Q1: 204,407 shares; 2025Q2: 180,619 shares; 2025Q3: 163,189 shares; 2025Q4: 170,251 shares; 2026Q1: 163,526 shares 163,526 $8.17M 0.03% -6,725 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; 2024Q2: restricted; 2024Q3: 31,521 shares; 2024Q4: 74,089 shares; 2025Q1: 64,590 shares; 2025Q2: 55,988 shares; 2025Q3: 45,711 shares; 2025Q4: 44,197 shares; 2026Q1: 42,369 shares 42,369 $8.13M 0.03% -1,828 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; 2024Q2: restricted; 2024Q3: 43,901 shares; 2024Q4: 45,513 shares; 2025Q1: 45,145 shares; 2025Q2: 43,481 shares; 2025Q3: 43,010 shares; 2025Q4: 45,020 shares; 2026Q1: 44,030 shares 44,030 $8.11M 0.03% -990 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; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 3,109 shares; 2025Q1: 3,185 shares; 2025Q2: 7,618 shares; 2025Q3: 12,712 shares; 2025Q4: 23,717 shares; 2026Q1: 24,788 shares 24,788 $8.11M 0.03% +1,071 Timeline HCRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,471 shares; 2024Q4: 209,310 shares; 2025Q1: 210,311 shares; 2025Q2: 242,374 shares; 2025Q3: 231,097 shares; 2025Q4: 232,126 shares; 2026Q1: 231,048 shares 231,048 $8.1M 0.03% -1,078 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; 2024Q2: restricted; 2024Q3: 3,867 shares; 2024Q4: 8,050 shares; 2025Q1: 8,716 shares; 2025Q2: 15,807 shares; 2025Q3: 23,193 shares; 2025Q4: 48,455 shares; 2026Q1: 50,308 shares 50,308 $8.07M 0.03% +1,853 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; 2024Q2: restricted; 2024Q3: 22,530 shares; 2024Q4: 26,590 shares; 2025Q1: 26,364 shares; 2025Q2: 27,993 shares; 2025Q3: 27,816 shares; 2025Q4: 52,768 shares; 2026Q1: 54,265 shares 54,265 $7.92M 0.03% +1,497 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; 2024Q2: restricted; 2024Q3: 27,943 shares; 2024Q4: 286,798 shares; 2025Q1: 311,481 shares; 2025Q2: 168,443 shares; 2025Q3: 165,417 shares; 2025Q4: 150,995 shares; 2026Q1: 132,517 shares 132,517 $7.89M 0.03% -18,478 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,628 shares; 2024Q4: 6,547 shares; 2025Q1: 6,873 shares; 2025Q2: 9,488 shares; 2025Q3: 9,670 shares; 2025Q4: 13,820 shares; 2026Q1: 13,988 shares 13,988 $7.88M 0.03% +168 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; 2024Q2: restricted; 2024Q3: 63,141 shares; 2024Q4: 64,350 shares; 2025Q1: 65,378 shares; 2025Q2: 172,403 shares; 2025Q3: 173,168 shares; 2025Q4: 77,827 shares; 2026Q1: 76,346 shares 76,346 $7.8M 0.03% -1,481 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; 2024Q2: restricted; 2024Q3: 28,810 shares; 2024Q4: 35,953 shares; 2025Q1: 41,993 shares; 2025Q2: 46,201 shares; 2025Q3: 48,086 shares; 2025Q4: 49,679 shares; 2026Q1: 55,879 shares 55,879 $7.79M 0.03% +6,200 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,459 shares; 2024Q4: 43,710 shares; 2025Q1: 43,390 shares; 2025Q2: 47,179 shares; 2025Q3: 47,230 shares; 2025Q4: 62,429 shares; 2026Q1: 65,808 shares 65,808 $7.78M 0.03% +3,379 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,008 shares; 2024Q4: 8,808 shares; 2025Q1: 10,784 shares; 2025Q2: 11,652 shares; 2025Q3: 13,428 shares; 2025Q4: 9,044 shares; 2026Q1: 15,400 shares 15,400 $7.63M 0.03% +6,356 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; 2024Q2: restricted; 2024Q3: 515 shares; 2024Q4: 468 shares; 2025Q1: 571 shares; 2025Q2: 55,021 shares; 2025Q3: 54,130 shares; 2025Q4: not reported; 2026Q1: 54,415 shares 54,415 $7.57M 0.03% new Timeline EOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 212,228 shares; 2026Q1: 236,205 shares 236,205 $7.55M 0.03% +23,977 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,353 shares; 2024Q4: 40,408 shares; 2025Q1: 37,811 shares; 2025Q2: 45,859 shares; 2025Q3: 54,120 shares; 2025Q4: 86,611 shares; 2026Q1: 86,371 shares 86,371 $7.48M 0.03% -240 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,918 shares; 2024Q4: 64,241 shares; 2025Q1: 61,771 shares; 2025Q2: 78,874 shares; 2025Q3: 102,876 shares; 2025Q4: not reported; 2026Q1: 315,742 shares 315,742 $7.34M 0.03% new 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; 2024Q2: restricted; 2024Q3: 2,922 shares; 2024Q4: 187,180 shares; 2025Q1: 188,769 shares; 2025Q2: 192,104 shares; 2025Q3: 187,143 shares; 2025Q4: 181,555 shares; 2026Q1: 182,056 shares 182,056 $7.33M 0.03% +501 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,399 shares; 2024Q4: 1,416 shares; 2025Q1: 1,427 shares; 2025Q2: 49,247 shares; 2025Q3: 49,522 shares; 2025Q4: 49,433 shares; 2026Q1: 48,914 shares 48,914 $7.31M 0.03% -519 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; 2024Q2: restricted; 2024Q3: 74,618 shares; 2024Q4: 91,037 shares; 2025Q1: 88,100 shares; 2025Q2: 92,934 shares; 2025Q3: 90,539 shares; 2025Q4: 252,418 shares; 2026Q1: 252,828 shares 252,828 $7.26M 0.03% +410 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,016 shares; 2024Q4: 146,863 shares; 2025Q1: 148,890 shares; 2025Q2: 146,473 shares; 2025Q3: 148,407 shares; 2025Q4: 141,873 shares; 2026Q1: 142,219 shares 142,219 $7.2M 0.03% +346 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,361 shares; 2024Q4: 90,412 shares; 2025Q1: 83,954 shares; 2025Q2: 82,605 shares; 2025Q3: 80,067 shares; 2025Q4: 78,704 shares; 2026Q1: 74,435 shares 74,435 $7.2M 0.03% -4,269 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,421 shares; 2024Q4: 94,695 shares; 2025Q1: 90,024 shares; 2025Q2: 88,430 shares; 2025Q3: 86,464 shares; 2025Q4: 83,565 shares; 2026Q1: 81,294 shares 81,294 $7.19M 0.03% -2,271 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,217 shares; 2024Q4: 125,180 shares; 2025Q1: 123,156 shares; 2025Q2: 122,554 shares; 2025Q3: 122,016 shares; 2025Q4: 118,342 shares; 2026Q1: 119,181 shares 119,181 $7.19M 0.03% +839 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,800 shares; 2024Q4: 43,373 shares; 2025Q1: 41,042 shares; 2025Q2: 58,701 shares; 2025Q3: 64,622 shares; 2025Q4: 72,592 shares; 2026Q1: 62,621 shares 62,621 $7.1M 0.03% -9,971 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,649 shares; 2024Q4: 1,741 shares; 2025Q1: 1,946 shares; 2025Q2: 3,462 shares; 2025Q3: 2,730 shares; 2025Q4: 14,036 shares; 2026Q1: 15,803 shares 15,803 $7.06M 0.03% +1,767 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; 2024Q2: restricted; 2024Q3: 11,080 shares; 2024Q4: 85,754 shares; 2025Q1: 87,857 shares; 2025Q2: 88,569 shares; 2025Q3: 88,378 shares; 2025Q4: 88,530 shares; 2026Q1: 88,909 shares 88,909 $6.99M 0.03% +379 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 929 shares; 2024Q4: 902 shares; 2025Q1: 1,477 shares; 2025Q2: 58,434 shares; 2025Q3: 60,542 shares; 2025Q4: 60,269 shares; 2026Q1: 61,675 shares 61,675 $6.95M 0.03% +1,406 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; 2024Q2: restricted; 2024Q3: 17,613 shares; 2024Q4: 21,795 shares; 2025Q1: 25,825 shares; 2025Q2: 26,842 shares; 2025Q3: 28,764 shares; 2025Q4: 102,415 shares; 2026Q1: 96,263 shares 96,263 $6.91M 0.03% -6,152 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,930 shares; 2024Q4: 65,444 shares; 2025Q1: 65,034 shares; 2025Q2: 62,927 shares; 2025Q3: 61,780 shares; 2025Q4: 55,021 shares; 2026Q1: 57,932 shares 57,932 $6.86M 0.03% +2,911 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; 2024Q2: restricted; 2024Q3: 18,936 shares; 2024Q4: 19,581 shares; 2025Q1: 22,269 shares; 2025Q2: 22,553 shares; 2025Q3: 22,434 shares; 2025Q4: 21,833 shares; 2026Q1: 22,816 shares 22,816 $6.73M 0.03% +983 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,387 shares; 2024Q4: 126,452 shares; 2025Q1: 236,718 shares; 2025Q2: 231,612 shares; 2025Q3: 226,276 shares; 2025Q4: 233,450 shares; 2026Q1: 230,895 shares 230,895 $6.71M 0.03% -2,555 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,841 shares; 2024Q4: 164,760 shares; 2025Q1: 282,254 shares; 2025Q2: 513,521 shares; 2025Q3: 497,563 shares; 2025Q4: 574,550 shares; 2026Q1: 581,694 shares 581,694 $6.71M 0.03% +7,144 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,659 shares; 2024Q4: 7,614 shares; 2025Q1: 7,658 shares; 2025Q2: 15,042 shares; 2025Q3: 14,846 shares; 2025Q4: 26,289 shares; 2026Q1: 27,164 shares 27,164 $6.71M 0.03% +875 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,277 shares; 2024Q4: 47,340 shares; 2025Q1: 85,049 shares; 2025Q2: 97,905 shares; 2025Q3: 111,629 shares; 2025Q4: 122,334 shares; 2026Q1: 132,745 shares 132,745 $6.7M 0.03% +10,411 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; 2024Q2: restricted; 2024Q3: 44,079 shares; 2024Q4: 78,597 shares; 2025Q1: 77,632 shares; 2025Q2: 76,326 shares; 2025Q3: 78,215 shares; 2025Q4: 85,014 shares; 2026Q1: 97,685 shares 97,685 $6.66M 0.03% +12,671 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,410 shares; 2024Q4: 144,526 shares; 2025Q1: 147,108 shares; 2025Q2: 146,958 shares; 2025Q3: 153,721 shares; 2025Q4: 154,656 shares; 2026Q1: 156,331 shares 156,331 $6.65M 0.03% +1,675 Timeline 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; 2024Q2: restricted; 2024Q3: 44,875 shares; 2024Q4: 47,024 shares; 2025Q1: 55,287 shares; 2025Q2: 73,558 shares; 2025Q3: 76,964 shares; 2025Q4: 81,979 shares; 2026Q1: 83,575 shares 83,575 $6.53M 0.03% +1,596 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; 2024Q2: restricted; 2024Q3: 22,468 shares; 2024Q4: 39,593 shares; 2025Q1: 64,590 shares; 2025Q2: 96,993 shares; 2025Q3: 102,868 shares; 2025Q4: 94,827 shares; 2026Q1: 89,548 shares 89,548 $6.52M 0.03% -5,279 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; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 702 shares; 2025Q1: 956 shares; 2025Q2: 46,468 shares; 2025Q3: 49,651 shares; 2025Q4: 48,584 shares; 2026Q1: 50,770 shares 50,770 $6.48M 0.03% +2,186 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,473 shares; 2024Q4: 78,621 shares; 2025Q1: 76,838 shares; 2025Q2: 92,769 shares; 2025Q3: 92,714 shares; 2025Q4: 99,698 shares; 2026Q1: 124,203 shares 124,203 $6.46M 0.03% +24,505 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; 2024Q2: restricted; 2024Q3: 87,347 shares; 2024Q4: 90,613 shares; 2025Q1: 86,017 shares; 2025Q2: 86,900 shares; 2025Q3: 87,929 shares; 2025Q4: 84,436 shares; 2026Q1: 69,509 shares 69,509 $6.41M 0.03% -14,927 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 464,665 shares; 2025Q1: 548,330 shares; 2025Q2: 279,412 shares; 2025Q3: 267,445 shares; 2025Q4: 257,507 shares; 2026Q1: 252,621 shares 252,621 $6.41M 0.03% -4,886 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 92,180 shares; 2025Q1: 109,642 shares; 2025Q2: 68,161 shares; 2025Q3: 66,222 shares; 2025Q4: 65,469 shares; 2026Q1: 63,053 shares 63,053 $6.3M 0.03% -2,416 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 978 shares; 2024Q4: 4,330 shares; 2025Q1: 4,330 shares; 2025Q2: 12,141 shares; 2025Q3: 23,264 shares; 2025Q4: 269,444 shares; 2026Q1: 287,179 shares 287,179 $6.29M 0.03% +17,735 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,395 shares; 2024Q4: 94,779 shares; 2025Q1: 95,459 shares; 2025Q2: 114,378 shares; 2025Q3: 113,079 shares; 2025Q4: 88,709 shares; 2026Q1: 94,042 shares 94,042 $6.25M 0.03% +5,333 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; 2024Q2: restricted; 2024Q3: 3,372 shares; 2024Q4: 3,351 shares; 2025Q1: 3,413 shares; 2025Q2: 5,757 shares; 2025Q3: 5,466 shares; 2025Q4: 5,694 shares; 2026Q1: 5,672 shares 5,672 $6.19M 0.03% -22 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,548 shares; 2024Q4: 132,231 shares; 2025Q1: 124,142 shares; 2025Q2: 127,398 shares; 2025Q3: 137,681 shares; 2025Q4: 136,567 shares; 2026Q1: 136,208 shares 136,208 $6.14M 0.02% -359 Timeline RSPT 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; 2024Q2: restricted; 2024Q3: 387 shares; 2024Q4: 278,803 shares; 2025Q1: 249,074 shares; 2025Q2: 205,575 shares; 2025Q3: 162,077 shares; 2025Q4: 145,908 shares; 2026Q1: 134,829 shares 134,829 $6.1M 0.02% -11,079 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,954 shares; 2024Q4: 74,653 shares; 2025Q1: 70,302 shares; 2025Q2: 67,657 shares; 2025Q3: 59,469 shares; 2025Q4: 58,017 shares; 2026Q1: 171,649 shares 171,649 $6.1M 0.02% +113,632 Timeline TCBK TRICO BANCSHARES More: the full row for TRICO BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,524 shares; 2024Q4: 7,937 shares; 2025Q1: 8,294 shares; 2025Q2: 119,393 shares; 2025Q3: 116,799 shares; 2025Q4: 117,019 shares; 2026Q1: 127,845 shares 127,845 $6.08M 0.02% +10,826 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; 2024Q2: restricted; 2024Q3: 8,415 shares; 2024Q4: 8,412 shares; 2025Q1: 8,352 shares; 2025Q2: 10,057 shares; 2025Q3: 11,314 shares; 2025Q4: 9,857 shares; 2026Q1: 9,850 shares 9,850 $6.07M 0.02% -7 Timeline COCO VITA COCO CO INC More: the full row for VITA COCO CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,055 shares; 2024Q4: 119,055 shares; 2025Q1: 119,055 shares; 2025Q2: 119,055 shares; 2025Q3: 119,060 shares; 2025Q4: 80,079 shares; 2026Q1: 125,384 shares 125,384 $6.01M 0.02% +45,305 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,841 shares; 2024Q4: 23,545 shares; 2025Q1: 23,242 shares; 2025Q2: 22,982 shares; 2025Q3: 22,652 shares; 2025Q4: 22,084 shares; 2026Q1: 22,051 shares 22,051 $6.01M 0.02% -33 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,159 shares; 2024Q4: 81,326 shares; 2025Q1: 85,255 shares; 2025Q2: 85,996 shares; 2025Q3: 84,709 shares; 2025Q4: 85,513 shares; 2026Q1: 81,738 shares 81,738 $5.98M 0.02% -3,775 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269,028 shares; 2024Q4: 271,743 shares; 2025Q1: 272,916 shares; 2025Q2: 271,544 shares; 2025Q3: 308,691 shares; 2025Q4: 294,898 shares; 2026Q1: 336,961 shares 336,961 $5.92M 0.02% +42,063 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,763 shares; 2024Q4: 14,061 shares; 2025Q1: 13,214 shares; 2025Q2: 14,908 shares; 2025Q3: 15,192 shares; 2025Q4: 15,787 shares; 2026Q1: 16,457 shares 16,457 $5.87M 0.02% +670 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; 2024Q2: restricted; 2024Q3: 5,665 shares; 2024Q4: 35,934 shares; 2025Q1: 35,488 shares; 2025Q2: 43,296 shares; 2025Q3: 43,122 shares; 2025Q4: 48,949 shares; 2026Q1: 50,272 shares 50,272 $5.82M 0.02% +1,323 Timeline FVD 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; 2024Q2: restricted; 2024Q3: 159,736 shares; 2024Q4: 142,507 shares; 2025Q1: 140,159 shares; 2025Q2: 137,777 shares; 2025Q3: 131,956 shares; 2025Q4: 125,776 shares; 2026Q1: 123,607 shares 123,607 $5.81M 0.02% -2,169 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,281 shares; 2025Q1: 10,866 shares; 2025Q2: 45,906 shares; 2025Q3: 43,192 shares; 2025Q4: 46,502 shares; 2026Q1: 47,340 shares 47,340 $5.81M 0.02% +838 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; 2024Q2: restricted; 2024Q3: 25,844 shares; 2024Q4: 28,369 shares; 2025Q1: 27,590 shares; 2025Q2: 77,106 shares; 2025Q3: 77,058 shares; 2025Q4: 93,502 shares; 2026Q1: 65,108 shares 65,108 $5.78M 0.02% -28,394 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; 2024Q2: restricted; 2024Q3: 37,964 shares; 2024Q4: 40,204 shares; 2025Q1: 41,932 shares; 2025Q2: 49,833 shares; 2025Q3: 47,075 shares; 2025Q4: 89,907 shares; 2026Q1: 93,775 shares 93,775 $5.74M 0.02% +3,868 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,538 shares; 2024Q4: 171,455 shares; 2025Q1: 192,748 shares; 2025Q2: 199,213 shares; 2025Q3: 200,130 shares; 2025Q4: 201,736 shares; 2026Q1: 208,115 shares 208,115 $5.71M 0.02% +6,379 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,483 shares; 2024Q4: 129,318 shares; 2025Q1: 113,023 shares; 2025Q2: 118,584 shares; 2025Q3: 116,644 shares; 2025Q4: 112,323 shares; 2026Q1: 108,152 shares 108,152 $5.64M 0.02% -4,171 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282,533 shares; 2024Q4: 128,226 shares; 2025Q1: 140,209 shares; 2025Q2: 141,489 shares; 2025Q3: 143,735 shares; 2025Q4: 136,063 shares; 2026Q1: 140,248 shares 140,248 $5.64M 0.02% +4,185 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,409 shares; 2024Q4: 60,208 shares; 2025Q1: 60,418 shares; 2025Q2: 78,585 shares; 2025Q3: 59,574 shares; 2025Q4: 58,116 shares; 2026Q1: 60,372 shares 60,372 $5.6M 0.02% +2,256 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,894 shares; 2024Q4: 3,628 shares; 2025Q1: 5,445 shares; 2025Q2: 5,739 shares; 2025Q3: 5,797 shares; 2025Q4: 5,896 shares; 2026Q1: 6,408 shares 6,408 $5.55M 0.02% +512 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,317 shares; 2024Q4: 67,894 shares; 2025Q1: 66,763 shares; 2025Q2: 71,990 shares; 2025Q3: 68,756 shares; 2025Q4: 122,261 shares; 2026Q1: 120,809 shares 120,809 $5.54M 0.02% -1,452 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,684 shares; 2024Q4: 23,056 shares; 2025Q1: 30,076 shares; 2025Q2: 38,931 shares; 2025Q3: 38,350 shares; 2025Q4: 39,341 shares; 2026Q1: 41,780 shares 41,780 $5.51M 0.02% +2,439 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 646,333 shares; 2024Q4: 200,551 shares; 2025Q1: 183,416 shares; 2025Q2: 181,930 shares; 2025Q3: 175,959 shares; 2025Q4: 168,762 shares; 2026Q1: 163,610 shares 163,610 $5.49M 0.02% -5,152 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; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 18,665 shares; 2025Q1: 18,502 shares; 2025Q2: 24,731 shares; 2025Q3: 24,916 shares; 2025Q4: 24,990 shares; 2026Q1: 26,401 shares 26,401 $5.46M 0.02% +1,411 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 406,311 shares; 2025Q2: 407,694 shares; 2025Q3: 399,624 shares; 2025Q4: 377,484 shares; 2026Q1: 367,900 shares 367,900 $5.43M 0.02% -9,584 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; 2024Q2: restricted; 2024Q3: 12,449 shares; 2024Q4: 12,302 shares; 2025Q1: 13,233 shares; 2025Q2: 21,579 shares; 2025Q3: 16,966 shares; 2025Q4: 18,527 shares; 2026Q1: 22,156 shares 22,156 $5.41M 0.02% +3,629 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; 2024Q2: restricted; 2024Q3: 13,177 shares; 2024Q4: 14,911 shares; 2025Q1: 14,875 shares; 2025Q2: 20,932 shares; 2025Q3: 21,746 shares; 2025Q4: 23,000 shares; 2026Q1: 23,381 shares 23,381 $5.37M 0.02% +381 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,871 shares; 2024Q4: 92,579 shares; 2025Q1: 96,473 shares; 2025Q2: 109,184 shares; 2025Q3: 110,368 shares; 2025Q4: 111,148 shares; 2026Q1: 153,612 shares 153,612 $5.2M 0.02% +42,464 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; 2024Q2: restricted; 2024Q3: 4,066 shares; 2024Q4: 4,560 shares; 2025Q1: 4,727 shares; 2025Q2: 43,579 shares; 2025Q3: 49,517 shares; 2025Q4: 51,570 shares; 2026Q1: 52,329 shares 52,329 $5.18M 0.02% +759 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; 2024Q2: restricted; 2024Q3: 1,109 shares; 2024Q4: 1,290 shares; 2025Q1: 1,367 shares; 2025Q2: 3,147 shares; 2025Q3: 3,281 shares; 2025Q4: 3,688 shares; 2026Q1: 3,908 shares 3,908 $5.16M 0.02% +220 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,641 shares; 2024Q4: 71,664 shares; 2025Q1: 70,002 shares; 2025Q2: 68,491 shares; 2025Q3: 67,881 shares; 2025Q4: 66,594 shares; 2026Q1: 65,810 shares 65,810 $5.16M 0.02% -784 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; 2024Q2: restricted; 2024Q3: 69,852 shares; 2024Q4: 69,323 shares; 2025Q1: 66,361 shares; 2025Q2: 63,491 shares; 2025Q3: 63,004 shares; 2025Q4: 62,505 shares; 2026Q1: 62,287 shares 62,287 $5.15M 0.02% -218 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; 2024Q2: restricted; 2024Q3: 3,617 shares; 2024Q4: 93,638 shares; 2025Q1: 154,104 shares; 2025Q2: 173,319 shares; 2025Q3: 171,406 shares; 2025Q4: 177,821 shares; 2026Q1: 184,641 shares 184,641 $5.14M 0.02% +6,820 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,127 shares; 2024Q4: 73,578 shares; 2025Q1: 75,018 shares; 2025Q2: 75,040 shares; 2025Q3: 113,611 shares; 2025Q4: 111,337 shares; 2026Q1: 112,698 shares 112,698 $5.12M 0.02% +1,361 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,610 shares; 2024Q4: 9,742 shares; 2025Q1: 9,882 shares; 2025Q2: 18,613 shares; 2025Q3: 19,649 shares; 2025Q4: 20,860 shares; 2026Q1: 20,926 shares 20,926 $5.02M 0.02% +66 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,143 shares; 2024Q4: 23,324 shares; 2025Q1: 23,994 shares; 2025Q2: 27,513 shares; 2025Q3: 28,188 shares; 2025Q4: 33,387 shares; 2026Q1: 32,978 shares 32,978 $4.99M 0.02% -409 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; 2024Q2: restricted; 2024Q3: 5,556 shares; 2024Q4: 81,634 shares; 2025Q1: 78,322 shares; 2025Q2: 81,764 shares; 2025Q3: 77,184 shares; 2025Q4: 73,863 shares; 2026Q1: 69,239 shares 69,239 $4.93M 0.02% -4,624 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 269,716 shares; 2025Q1: 263,757 shares; 2025Q2: 261,968 shares; 2025Q3: 257,472 shares; 2025Q4: 248,545 shares; 2026Q1: 250,363 shares 250,363 $4.89M 0.02% +1,818 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,086 shares; 2024Q4: 36,461 shares; 2025Q1: 31,712 shares; 2025Q2: 35,919 shares; 2025Q3: 42,285 shares; 2025Q4: 45,948 shares; 2026Q1: 42,042 shares 42,042 $4.83M 0.02% -3,906 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; 2024Q2: restricted; 2024Q3: 25,346 shares; 2024Q4: 31,867 shares; 2025Q1: 33,131 shares; 2025Q2: 42,391 shares; 2025Q3: 51,752 shares; 2025Q4: 50,741 shares; 2026Q1: 51,024 shares 51,024 $4.8M 0.02% +283 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,013 shares; 2024Q4: 53,391 shares; 2025Q1: 101,058 shares; 2025Q2: 100,955 shares; 2025Q3: 99,982 shares; 2025Q4: 105,579 shares; 2026Q1: 104,906 shares 104,906 $4.78M 0.02% -673 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,586 shares; 2024Q4: 35,244 shares; 2025Q1: 35,441 shares; 2025Q2: 36,192 shares; 2025Q3: 34,687 shares; 2025Q4: 32,117 shares; 2026Q1: 32,452 shares 32,452 $4.71M 0.02% +335 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,943 shares; 2024Q4: 80,250 shares; 2025Q1: 69,563 shares; 2025Q2: 67,000 shares; 2025Q3: 64,423 shares; 2025Q4: 57,139 shares; 2026Q1: 51,261 shares 51,261 $4.69M 0.02% -5,878 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,197 shares; 2024Q4: 29,297 shares; 2025Q1: 26,812 shares; 2025Q2: 27,210 shares; 2025Q3: 32,765 shares; 2025Q4: 31,911 shares; 2026Q1: 118,910 shares 118,910 $4.69M 0.02% +86,999 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; 2024Q2: restricted; 2024Q3: 3,688 shares; 2024Q4: 4,910 shares; 2025Q1: 4,976 shares; 2025Q2: 9,294 shares; 2025Q3: 11,588 shares; 2025Q4: 11,898 shares; 2026Q1: 12,002 shares 12,002 $4.69M 0.02% +104 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,539 shares; 2024Q4: 9,383 shares; 2025Q1: 9,320 shares; 2025Q2: 10,621 shares; 2025Q3: 11,582 shares; 2025Q4: 11,733 shares; 2026Q1: 13,077 shares 13,077 $4.66M 0.02% +1,344 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; 2024Q2: restricted; 2024Q3: 1,860 shares; 2024Q4: 8,812 shares; 2025Q1: 8,803 shares; 2025Q2: 8,676 shares; 2025Q3: 9,467 shares; 2025Q4: 44,736 shares; 2026Q1: 47,970 shares 47,970 $4.63M 0.02% +3,234 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,055 shares; 2024Q4: 91,494 shares; 2025Q1: 86,360 shares; 2025Q2: 88,017 shares; 2025Q3: 94,322 shares; 2025Q4: 91,447 shares; 2026Q1: 90,936 shares 90,936 $4.62M 0.02% -511 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; 2024Q2: restricted; 2024Q3: 155,174 shares; 2024Q4: 155,091 shares; 2025Q1: 160,592 shares; 2025Q2: 171,226 shares; 2025Q3: 170,214 shares; 2025Q4: 167,125 shares; 2026Q1: 167,748 shares 167,748 $4.61M 0.02% +623 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,077 shares; 2024Q4: 29,173 shares; 2025Q1: 29,804 shares; 2025Q2: 32,747 shares; 2025Q3: 33,145 shares; 2025Q4: 39,205 shares; 2026Q1: 41,884 shares 41,884 $4.6M 0.02% +2,679 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; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 1,959 shares; 2025Q1: 2,934 shares; 2025Q2: 7,318 shares; 2025Q3: 9,471 shares; 2025Q4: 21,182 shares; 2026Q1: 19,572 shares 19,572 $4.51M 0.02% -1,610 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,669 shares; 2024Q4: 65,992 shares; 2025Q1: 77,664 shares; 2025Q2: 96,682 shares; 2025Q3: 89,884 shares; 2025Q4: 84,244 shares; 2026Q1: 88,794 shares 88,794 $4.5M 0.02% +4,550 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,269 shares; 2024Q4: 4,111 shares; 2025Q1: 65,598 shares; 2025Q2: 66,336 shares; 2025Q3: 66,336 shares; 2025Q4: 62,578 shares; 2026Q1: 62,145 shares 62,145 $4.48M 0.02% -433 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,297 shares; 2024Q4: 69,604 shares; 2025Q1: 68,618 shares; 2025Q2: 80,521 shares; 2025Q3: 79,902 shares; 2025Q4: 82,586 shares; 2026Q1: 82,378 shares 82,378 $4.46M 0.02% -208 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; 2024Q2: restricted; 2024Q3: 82,817 shares; 2024Q4: 87,126 shares; 2025Q1: 91,840 shares; 2025Q2: 94,644 shares; 2025Q3: 93,773 shares; 2025Q4: 93,723 shares; 2026Q1: 90,296 shares 90,296 $4.46M 0.02% -3,427 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,791 shares; 2024Q4: 183,356 shares; 2025Q1: 178,931 shares; 2025Q2: 256,449 shares; 2025Q3: 253,546 shares; 2025Q4: 235,153 shares; 2026Q1: 219,812 shares 219,812 $4.39M 0.02% -15,341 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,764 shares; 2024Q4: 43,712 shares; 2025Q1: 42,236 shares; 2025Q2: 42,692 shares; 2025Q3: 42,761 shares; 2025Q4: 41,043 shares; 2026Q1: 41,365 shares 41,365 $4.39M 0.02% +322 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,357 shares; 2024Q4: 145,366 shares; 2025Q1: 139,331 shares; 2025Q2: 139,805 shares; 2025Q3: 138,095 shares; 2025Q4: 137,341 shares; 2026Q1: 137,355 shares 137,355 $4.35M 0.02% +14 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; 2024Q2: restricted; 2024Q3: 6,669 shares; 2024Q4: 178,596 shares; 2025Q1: 152,871 shares; 2025Q2: 117,874 shares; 2025Q3: 85,388 shares; 2025Q4: 76,329 shares; 2026Q1: 68,982 shares 68,982 $4.32M 0.02% -7,347 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,936 shares; 2024Q4: 208,869 shares; 2025Q1: 192,640 shares; 2025Q2: 188,985 shares; 2025Q3: 179,728 shares; 2025Q4: 173,128 shares; 2026Q1: 167,675 shares 167,675 $4.3M 0.02% -5,453 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; 2024Q2: restricted; 2024Q3: 25,966 shares; 2024Q4: 45,366 shares; 2025Q1: 42,859 shares; 2025Q2: 105,311 shares; 2025Q3: 101,632 shares; 2025Q4: 115,884 shares; 2026Q1: 113,010 shares 113,010 $4.28M 0.02% -2,874 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 22,288 shares; 2025Q1: 22,631 shares; 2025Q2: 30,112 shares; 2025Q3: 33,258 shares; 2025Q4: 34,403 shares; 2026Q1: 34,434 shares 34,434 $4.21M 0.02% +31 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; 2024Q2: restricted; 2024Q3: 9,696 shares; 2024Q4: 9,603 shares; 2025Q1: 8,918 shares; 2025Q2: 11,099 shares; 2025Q3: 11,348 shares; 2025Q4: 14,391 shares; 2026Q1: 14,567 shares 14,567 $4.18M 0.02% +176 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; 2024Q2: restricted; 2024Q3: 8,456 shares; 2024Q4: 26,702 shares; 2025Q1: 26,472 shares; 2025Q2: 31,388 shares; 2025Q3: 30,930 shares; 2025Q4: 33,863 shares; 2026Q1: 34,999 shares 34,999 $4.15M 0.02% +1,136 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; 2024Q2: restricted; 2024Q3: 4,385 shares; 2024Q4: 4,317 shares; 2025Q1: 4,985 shares; 2025Q2: 6,176 shares; 2025Q3: 6,617 shares; 2025Q4: 6,487 shares; 2026Q1: 6,068 shares 6,068 $4.14M 0.02% -419 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,814 shares; 2024Q4: 17,481 shares; 2025Q1: 31,599 shares; 2025Q2: 31,042 shares; 2025Q3: 30,540 shares; 2025Q4: 30,836 shares; 2026Q1: 30,148 shares 30,148 $4.09M 0.02% -688 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 40 shares; 2025Q1: 73 shares; 2025Q2: 4,823 shares; 2025Q3: 3,540 shares; 2025Q4: 3,532 shares; 2026Q1: 2,950 shares 2,950 $4.07M 0.02% -582 Timeline IVOG 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; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 33,107 shares; 2025Q1: 32,920 shares; 2025Q2: 31,893 shares; 2025Q3: 31,893 shares; 2025Q4: 32,052 shares; 2026Q1: 32,240 shares 32,240 $4.03M 0.02% +188 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,663 shares; 2024Q4: 5,079 shares; 2025Q1: 6,074 shares; 2025Q2: 20,880 shares; 2025Q3: 21,756 shares; 2025Q4: 22,041 shares; 2026Q1: 20,259 shares 20,259 $4.01M 0.02% -1,782 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; 2024Q2: restricted; 2024Q3: 11,586 shares; 2024Q4: 15,586 shares; 2025Q1: 16,221 shares; 2025Q2: 33,396 shares; 2025Q3: 30,751 shares; 2025Q4: 39,265 shares; 2026Q1: 30,476 shares 30,476 $3.99M 0.02% -8,789 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,546 shares; 2024Q4: 31,401 shares; 2025Q1: 29,174 shares; 2025Q2: 36,153 shares; 2025Q3: 35,785 shares; 2025Q4: 36,183 shares; 2026Q1: 36,110 shares 36,110 $3.96M 0.02% -73 Timeline SLDE SLIDE INS HLDGS INC More: the full row for SLIDE INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 306,742 shares; 2026Q1: 220,084 shares 220,084 $3.96M 0.02% -86,658 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,204 shares; 2024Q4: 3,612 shares; 2025Q1: 4,311 shares; 2025Q2: 6,062 shares; 2025Q3: 6,027 shares; 2025Q4: 6,868 shares; 2026Q1: 28,637 shares 28,637 $3.96M 0.02% +21,769 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,031 shares; 2024Q4: 107,127 shares; 2025Q1: 105,719 shares; 2025Q2: 102,655 shares; 2025Q3: 98,697 shares; 2025Q4: 93,478 shares; 2026Q1: 91,965 shares 91,965 $3.91M 0.02% -1,513 Timeline CBC CENTRAL BANCOMPANY More: the full row for CENTRAL BANCOMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 162,250 shares; 2026Q1: 162,250 shares 162,250 $3.89M 0.02% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 184 shares; 2025Q1: 217 shares; 2025Q2: 5,290 shares; 2025Q3: 4,501 shares; 2025Q4: 4,621 shares; 2026Q1: 5,237 shares 5,237 $3.87M 0.02% +616 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; 2024Q2: restricted; 2024Q3: 8,940 shares; 2024Q4: 5,108 shares; 2025Q1: 5,286 shares; 2025Q2: 16,505 shares; 2025Q3: 15,138 shares; 2025Q4: 18,606 shares; 2026Q1: 20,854 shares 20,854 $3.8M 0.02% +2,248 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,628 shares; 2024Q4: 18,236 shares; 2025Q1: 17,106 shares; 2025Q2: 18,989 shares; 2025Q3: 17,282 shares; 2025Q4: 18,467 shares; 2026Q1: 18,278 shares 18,278 $3.8M 0.02% -189 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,222 shares; 2024Q4: 28,550 shares; 2025Q1: 27,923 shares; 2025Q2: 27,026 shares; 2025Q3: 33,335 shares; 2025Q4: 36,287 shares; 2026Q1: 33,857 shares 33,857 $3.8M 0.02% -2,430 Timeline SPGP 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; 2024Q2: restricted; 2024Q3: 65,632 shares; 2024Q4: 58,832 shares; 2025Q1: 41,477 shares; 2025Q2: 39,572 shares; 2025Q3: 39,272 shares; 2025Q4: 37,671 shares; 2026Q1: 34,923 shares 34,923 $3.76M 0.02% -2,748 Timeline RDVY 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; 2024Q2: restricted; 2024Q3: 65,986 shares; 2024Q4: 64,274 shares; 2025Q1: 59,805 shares; 2025Q2: 59,608 shares; 2025Q3: 59,767 shares; 2025Q4: 56,952 shares; 2026Q1: 54,823 shares 54,823 $3.74M 0.02% -2,129 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,851 shares; 2024Q4: 163,119 shares; 2025Q1: 156,104 shares; 2025Q2: 125,398 shares; 2025Q3: 121,787 shares; 2025Q4: 121,853 shares; 2026Q1: 119,935 shares 119,935 $3.7M 0.02% -1,918 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; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 3,152 shares; 2025Q1: 4,250 shares; 2025Q2: 20,994 shares; 2025Q3: 21,066 shares; 2025Q4: 20,823 shares; 2026Q1: 19,609 shares 19,609 $3.66M 0.01% -1,214 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,429 shares; 2024Q4: 11,244 shares; 2025Q1: 12,338 shares; 2025Q2: 38,961 shares; 2025Q3: 40,094 shares; 2025Q4: 46,178 shares; 2026Q1: 58,167 shares 58,167 $3.65M 0.01% +11,989 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,805 shares; 2024Q4: 67,354 shares; 2025Q1: 68,131 shares; 2025Q2: 68,331 shares; 2025Q3: 68,612 shares; 2025Q4: 71,043 shares; 2026Q1: 75,111 shares 75,111 $3.64M 0.01% +4,068 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,796 shares; 2024Q4: 19,027 shares; 2025Q1: 19,668 shares; 2025Q2: 19,914 shares; 2025Q3: 17,541 shares; 2025Q4: 17,479 shares; 2026Q1: 17,689 shares 17,689 $3.6M 0.01% +210 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; 2024Q2: restricted; 2024Q3: 34,165 shares; 2024Q4: 31,343 shares; 2025Q1: 31,347 shares; 2025Q2: 31,619 shares; 2025Q3: 28,892 shares; 2025Q4: 25,327 shares; 2026Q1: 24,505 shares 24,505 $3.59M 0.01% -822 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; 2024Q2: restricted; 2024Q3: 17,868 shares; 2024Q4: 41,926 shares; 2025Q1: 39,399 shares; 2025Q2: 62,300 shares; 2025Q3: 61,722 shares; 2025Q4: 60,590 shares; 2026Q1: 60,732 shares 60,732 $3.56M 0.01% +142 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,552 shares; 2024Q4: 53,621 shares; 2025Q1: 48,795 shares; 2025Q2: 48,835 shares; 2025Q3: 48,709 shares; 2025Q4: 49,529 shares; 2026Q1: 49,829 shares 49,829 $3.55M 0.01% +300 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; 2024Q2: restricted; 2024Q3: 18,153 shares; 2024Q4: 20,280 shares; 2025Q1: 20,739 shares; 2025Q2: 23,289 shares; 2025Q3: 23,895 shares; 2025Q4: 25,243 shares; 2026Q1: 27,061 shares 27,061 $3.55M 0.01% +1,818 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; 2024Q2: restricted; 2024Q3: 8,090 shares; 2024Q4: 8,656 shares; 2025Q1: 8,625 shares; 2025Q2: 9,527 shares; 2025Q3: 9,924 shares; 2025Q4: 10,919 shares; 2026Q1: 12,640 shares 12,640 $3.53M 0.01% +1,721 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,690 shares; 2025Q1: 52,165 shares; 2025Q2: 97,088 shares; 2025Q3: 117,243 shares; 2025Q4: 124,128 shares; 2026Q1: 147,360 shares 147,360 $3.52M 0.01% +23,232 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,361 shares; 2024Q4: 19,581 shares; 2025Q1: 18,029 shares; 2025Q2: 23,748 shares; 2025Q3: 21,809 shares; 2025Q4: 26,626 shares; 2026Q1: 25,571 shares 25,571 $3.48M 0.01% -1,055 Timeline IVOV 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,351 shares; 2025Q1: 38,090 shares; 2025Q2: 37,504 shares; 2025Q3: 36,749 shares; 2025Q4: 34,575 shares; 2026Q1: 33,869 shares 33,869 $3.45M 0.01% -706 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; 2024Q2: restricted; 2024Q3: 11,823 shares; 2024Q4: 13,733 shares; 2025Q1: 18,209 shares; 2025Q2: 21,142 shares; 2025Q3: 23,767 shares; 2025Q4: 20,887 shares; 2026Q1: 17,412 shares 17,412 $3.45M 0.01% -3,475 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; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 317 shares; 2025Q1: 361 shares; 2025Q2: 806 shares; 2025Q3: 866 shares; 2025Q4: 755 shares; 2026Q1: 812 shares 812 $3.42M 0.01% +57 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,669 shares; 2024Q4: 73,869 shares; 2025Q1: 70,676 shares; 2025Q2: 84,652 shares; 2025Q3: 83,214 shares; 2025Q4: 75,261 shares; 2026Q1: 82,759 shares 82,759 $3.4M 0.01% +7,498 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 163,123 shares; 2025Q1: 162,907 shares; 2025Q2: 162,917 shares; 2025Q3: 160,595 shares; 2025Q4: 156,594 shares; 2026Q1: 171,511 shares 171,511 $3.37M 0.01% +14,917 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; 2024Q2: restricted; 2024Q3: 13,814 shares; 2024Q4: 39,300 shares; 2025Q1: 35,665 shares; 2025Q2: 29,863 shares; 2025Q3: 23,846 shares; 2025Q4: 22,126 shares; 2026Q1: 20,735 shares 20,735 $3.35M 0.01% -1,391 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; 2024Q2: restricted; 2024Q3: 8,556 shares; 2024Q4: 8,750 shares; 2025Q1: 8,307 shares; 2025Q2: 8,977 shares; 2025Q3: 9,668 shares; 2025Q4: 9,706 shares; 2026Q1: 10,422 shares 10,422 $3.32M 0.01% +716 Timeline XBAP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,437,374 shares; 2025Q2: 1,548,569 shares; 2025Q3: 142,902 shares; 2025Q4: 131,751 shares; 2026Q1: 84,581 shares 84,581 $3.31M 0.01% -47,170 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,480 shares; 2025Q1: 2,362 shares; 2025Q2: 2,663 shares; 2025Q3: 2,774 shares; 2025Q4: 2,938 shares; 2026Q1: 3,418 shares 3,418 $3.29M 0.01% +480 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,661 shares; 2024Q4: 10,440 shares; 2025Q1: 9,680 shares; 2025Q2: 53,063 shares; 2025Q3: 47,435 shares; 2025Q4: 40,684 shares; 2026Q1: 39,629 shares 39,629 $3.27M 0.01% -1,055 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; 2024Q2: restricted; 2024Q3: 17,890 shares; 2024Q4: 21,584 shares; 2025Q1: 19,281 shares; 2025Q2: 27,276 shares; 2025Q3: 28,143 shares; 2025Q4: 37,102 shares; 2026Q1: 38,375 shares 38,375 $3.27M 0.01% +1,273 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,422 shares; 2024Q4: 3,566 shares; 2025Q1: 3,360 shares; 2025Q2: 2,882 shares; 2025Q3: 4,197 shares; 2025Q4: 16,833 shares; 2026Q1: 16,524 shares 16,524 $3.25M 0.01% -309 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,613 shares; 2024Q4: 82,807 shares; 2025Q1: 77,439 shares; 2025Q2: 72,079 shares; 2025Q3: 71,835 shares; 2025Q4: 63,356 shares; 2026Q1: 63,312 shares 63,312 $3.21M 0.01% -44 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; 2024Q2: restricted; 2024Q3: 3,337 shares; 2024Q4: 3,305 shares; 2025Q1: 3,513 shares; 2025Q2: 4,029 shares; 2025Q3: 5,505 shares; 2025Q4: not reported; 2026Q1: 40,021 shares 40,021 $3.2M 0.01% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,542 shares; 2024Q4: 26,805 shares; 2025Q1: 26,645 shares; 2025Q2: 26,924 shares; 2025Q3: 26,846 shares; 2025Q4: 26,001 shares; 2026Q1: 26,198 shares 26,198 $3.16M 0.01% +197 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,687 shares; 2024Q4: 70,023 shares; 2025Q1: 70,481 shares; 2025Q2: 69,489 shares; 2025Q3: 69,468 shares; 2025Q4: 70,560 shares; 2026Q1: 70,863 shares 70,863 $3.14M 0.01% +303 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; 2024Q2: restricted; 2024Q3: 892 shares; 2024Q4: 1,250 shares; 2025Q1: 1,223 shares; 2025Q2: 3,284 shares; 2025Q3: 5,126 shares; 2025Q4: 5,891 shares; 2026Q1: 8,129 shares 8,129 $3.12M 0.01% +2,238 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,352 shares; 2024Q4: 83,392 shares; 2025Q1: 72,669 shares; 2025Q2: 70,250 shares; 2025Q3: 68,848 shares; 2025Q4: 63,794 shares; 2026Q1: 60,950 shares 60,950 $3.11M 0.01% -2,844 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,431 shares; 2024Q4: 80,609 shares; 2025Q1: 77,041 shares; 2025Q2: 76,997 shares; 2025Q3: 64,819 shares; 2025Q4: 63,111 shares; 2026Q1: 61,589 shares 61,589 $3.1M 0.01% -1,522 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,571 shares; 2024Q4: 33,133 shares; 2025Q1: 33,420 shares; 2025Q2: 33,675 shares; 2025Q3: 34,073 shares; 2025Q4: not reported; 2026Q1: 25,529 shares 25,529 $3.09M 0.01% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,960 shares; 2024Q4: 199,791 shares; 2025Q1: 196,034 shares; 2025Q2: 196,125 shares; 2025Q3: 190,895 shares; 2025Q4: not reported; 2026Q1: 172,796 shares 172,796 $3.07M 0.01% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,297 shares; 2024Q4: 2,425 shares; 2025Q1: 2,499 shares; 2025Q2: 7,050 shares; 2025Q3: 7,468 shares; 2025Q4: 7,457 shares; 2026Q1: 7,696 shares 7,696 $3.05M 0.01% +239 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,665 shares; 2024Q4: 107,994 shares; 2025Q1: 109,640 shares; 2025Q2: 153,422 shares; 2025Q3: 143,987 shares; 2025Q4: 136,312 shares; 2026Q1: 135,985 shares 135,985 $3.05M 0.01% -327 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 935 shares; 2024Q4: 1,507 shares; 2025Q1: 1,555 shares; 2025Q2: 4,674 shares; 2025Q3: 4,697 shares; 2025Q4: 4,992 shares; 2026Q1: 5,406 shares 5,406 $3.04M 0.01% +414 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,041 shares; 2024Q4: 95,851 shares; 2025Q1: 97,875 shares; 2025Q2: 145,592 shares; 2025Q3: 142,450 shares; 2025Q4: 135,502 shares; 2026Q1: 135,862 shares 135,862 $3.03M 0.01% +360 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,141 shares; 2024Q4: 11,258 shares; 2025Q1: 11,327 shares; 2025Q2: 11,350 shares; 2025Q3: 11,268 shares; 2025Q4: 11,193 shares; 2026Q1: 11,378 shares 11,378 $3.03M 0.01% +185 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,566 shares; 2024Q4: 150,532 shares; 2025Q1: 120,752 shares; 2025Q2: 121,737 shares; 2025Q3: 147,567 shares; 2025Q4: 136,744 shares; 2026Q1: 124,706 shares 124,706 $3.03M 0.01% -12,038 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,645 shares; 2024Q4: 29,381 shares; 2025Q1: 31,364 shares; 2025Q2: 31,218 shares; 2025Q3: 32,243 shares; 2025Q4: 33,338 shares; 2026Q1: 34,057 shares 34,057 $3.01M 0.01% +719 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,877 shares; 2024Q4: 2,927 shares; 2025Q1: 3,014 shares; 2025Q2: 5,668 shares; 2025Q3: 4,519 shares; 2025Q4: 6,558 shares; 2026Q1: 6,944 shares 6,944 $3M 0.01% +386 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 6,910 shares; 2025Q1: 5,914 shares; 2025Q2: 7,172 shares; 2025Q3: 6,988 shares; 2025Q4: 7,054 shares; 2026Q1: 7,556 shares 7,556 $2.98M 0.01% +502 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,608 shares; 2024Q4: 5,800 shares; 2025Q1: 12,045 shares; 2025Q2: 17,626 shares; 2025Q3: 17,400 shares; 2025Q4: 16,285 shares; 2026Q1: 17,473 shares 17,473 $2.96M 0.01% +1,188 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; 2024Q2: restricted; 2024Q3: 1,796 shares; 2024Q4: 7,766 shares; 2025Q1: 4,600 shares; 2025Q2: 5,851 shares; 2025Q3: 9,816 shares; 2025Q4: 11,301 shares; 2026Q1: 12,098 shares 12,098 $2.87M 0.01% +797 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; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 155 shares; 2025Q1: 189 shares; 2025Q2: 218 shares; 2025Q3: 299 shares; 2025Q4: 315 shares; 2026Q1: 2,610 shares 2,610 $2.85M 0.01% +2,295 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; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 1,422 shares; 2025Q1: 1,734 shares; 2025Q2: 9,833 shares; 2025Q3: 10,311 shares; 2025Q4: 10,112 shares; 2026Q1: 10,238 shares 10,238 $2.84M 0.01% +126 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,591 shares; 2024Q4: 32,511 shares; 2025Q1: 34,710 shares; 2025Q2: 36,589 shares; 2025Q3: 37,359 shares; 2025Q4: 37,886 shares; 2026Q1: 39,261 shares 39,261 $2.84M 0.01% +1,375 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; 2024Q2: restricted; 2024Q3: 33,880 shares; 2024Q4: 54,067 shares; 2025Q1: 61,465 shares; 2025Q2: 146,120 shares; 2025Q3: 155,006 shares; 2025Q4: 163,100 shares; 2026Q1: 146,731 shares 146,731 $2.83M 0.01% -16,369 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,603 shares; 2024Q4: 37,666 shares; 2025Q1: 38,175 shares; 2025Q2: 38,316 shares; 2025Q3: 38,828 shares; 2025Q4: 37,917 shares; 2026Q1: 38,576 shares 38,576 $2.8M 0.01% +659 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,869 shares; 2024Q4: 102,685 shares; 2025Q1: 84,481 shares; 2025Q2: 105,198 shares; 2025Q3: 100,643 shares; 2025Q4: 94,770 shares; 2026Q1: 92,140 shares 92,140 $2.79M 0.01% -2,630 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,894 shares; 2024Q4: 137,995 shares; 2025Q1: 134,019 shares; 2025Q2: 122,615 shares; 2025Q3: 122,593 shares; 2025Q4: 121,567 shares; 2026Q1: 120,706 shares 120,706 $2.79M 0.01% -861 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 11 shares; 2025Q1: 47 shares; 2025Q2: 542 shares; 2025Q3: 7,631 shares; 2025Q4: 6,590 shares; 2026Q1: 6,855 shares 6,855 $2.79M 0.01% +265 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,452 shares; 2024Q4: 51,063 shares; 2025Q1: 47,139 shares; 2025Q2: 44,580 shares; 2025Q3: 43,506 shares; 2025Q4: 43,432 shares; 2026Q1: 42,255 shares 42,255 $2.79M 0.01% -1,177 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,674 shares; 2024Q4: 13,487 shares; 2025Q1: 13,989 shares; 2025Q2: 14,379 shares; 2025Q3: 13,038 shares; 2025Q4: 16,911 shares; 2026Q1: 18,401 shares 18,401 $2.78M 0.01% +1,490 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; 2024Q2: restricted; 2024Q3: 4,470 shares; 2024Q4: 28,124 shares; 2025Q1: 32,358 shares; 2025Q2: 33,805 shares; 2025Q3: 31,506 shares; 2025Q4: 31,056 shares; 2026Q1: 35,987 shares 35,987 $2.77M 0.01% +4,931 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,806 shares; 2024Q4: 39,728 shares; 2025Q1: 38,320 shares; 2025Q2: 38,223 shares; 2025Q3: 37,551 shares; 2025Q4: 35,838 shares; 2026Q1: 34,922 shares 34,922 $2.76M 0.01% -916 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 528 shares; 2024Q4: 601 shares; 2025Q1: 747 shares; 2025Q2: 37,914 shares; 2025Q3: 32,830 shares; 2025Q4: 45,205 shares; 2026Q1: 46,430 shares 46,430 $2.74M 0.01% +1,225 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,462 shares; 2024Q4: 97,176 shares; 2025Q1: 95,992 shares; 2025Q2: 134,975 shares; 2025Q3: 127,948 shares; 2025Q4: 118,987 shares; 2026Q1: 118,685 shares 118,685 $2.72M 0.01% -302 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; 2024Q2: restricted; 2024Q3: 5,337 shares; 2024Q4: 5,344 shares; 2025Q1: 4,545 shares; 2025Q2: 5,099 shares; 2025Q3: 6,621 shares; 2025Q4: 12,592 shares; 2026Q1: 14,169 shares 14,169 $2.69M 0.01% +1,577 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 30 shares; 2025Q1: 57 shares; 2025Q2: 5,591 shares; 2025Q3: 5,507 shares; 2025Q4: 5,450 shares; 2026Q1: 5,582 shares 5,582 $2.68M 0.01% +132 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,571 shares; 2024Q4: 77,286 shares; 2025Q1: 75,970 shares; 2025Q2: 73,565 shares; 2025Q3: 49,943 shares; 2025Q4: 45,346 shares; 2026Q1: 73,892 shares 73,892 $2.64M 0.01% +28,546 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; 2024Q2: restricted; 2024Q3: 5,419 shares; 2024Q4: 6,544 shares; 2025Q1: 6,581 shares; 2025Q2: 12,055 shares; 2025Q3: 11,127 shares; 2025Q4: 9,478 shares; 2026Q1: 9,315 shares 9,315 $2.64M 0.01% -163 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,702 shares; 2024Q4: 24,680 shares; 2025Q1: 26,528 shares; 2025Q2: 25,911 shares; 2025Q3: 29,882 shares; 2025Q4: 29,335 shares; 2026Q1: 28,826 shares 28,826 $2.61M 0.01% -509 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,872 shares; 2024Q4: 20,873 shares; 2025Q1: 20,872 shares; 2025Q2: 20,872 shares; 2025Q3: 20,872 shares; 2025Q4: 19,720 shares; 2026Q1: 19,730 shares 19,730 $2.61M 0.01% +10 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,113 shares; 2024Q4: 2,613 shares; 2025Q1: 1,309 shares; 2025Q2: 7,598 shares; 2025Q3: 2,979 shares; 2025Q4: 19,872 shares; 2026Q1: 24,897 shares 24,897 $2.6M 0.01% +5,025 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,502 shares; 2024Q4: 24,801 shares; 2025Q1: 24,777 shares; 2025Q2: 24,731 shares; 2025Q3: 25,502 shares; 2025Q4: 21,571 shares; 2026Q1: 21,452 shares 21,452 $2.6M 0.01% -119 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: 1,242 shares; 2025Q1: 1,033 shares; 2025Q2: 5,734 shares; 2025Q3: 5,792 shares; 2025Q4: 5,908 shares; 2026Q1: 6,101 shares 6,101 $2.59M 0.01% +193 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; 2024Q2: restricted; 2024Q3: 31,502 shares; 2024Q4: 33,399 shares; 2025Q1: 30,805 shares; 2025Q2: 39,650 shares; 2025Q3: 36,708 shares; 2025Q4: 131,741 shares; 2026Q1: 69,990 shares 69,990 $2.57M 0.01% -61,751 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,949 shares; 2024Q4: 5,268 shares; 2025Q1: 7,058 shares; 2025Q2: 5,504 shares; 2025Q3: 6,537 shares; 2025Q4: 28,558 shares; 2026Q1: 52,462 shares 52,462 $2.57M 0.01% +23,904 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; 2024Q2: restricted; 2024Q3: 18,718 shares; 2024Q4: 20,381 shares; 2025Q1: 21,713 shares; 2025Q2: 27,932 shares; 2025Q3: 32,992 shares; 2025Q4: 31,360 shares; 2026Q1: 35,612 shares 35,612 $2.56M 0.01% +4,252 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,044 shares; 2024Q4: 18,488 shares; 2025Q1: 18,339 shares; 2025Q2: 18,335 shares; 2025Q3: 18,682 shares; 2025Q4: 17,583 shares; 2026Q1: 17,656 shares 17,656 $2.56M 0.01% +73 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,051 shares; 2024Q4: 10,671 shares; 2025Q1: 29,986 shares; 2025Q2: 28,333 shares; 2025Q3: 29,169 shares; 2025Q4: 28,694 shares; 2026Q1: 39,283 shares 39,283 $2.55M 0.01% +10,589 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,688 shares; 2024Q4: 29,018 shares; 2025Q1: 33,929 shares; 2025Q2: 38,541 shares; 2025Q3: 39,503 shares; 2025Q4: 25,688 shares; 2026Q1: 27,218 shares 27,218 $2.53M 0.01% +1,530 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,420 shares; 2024Q4: 2,636 shares; 2025Q1: 2,648 shares; 2025Q2: 25,656 shares; 2025Q3: 25,508 shares; 2025Q4: not reported; 2026Q1: 27,066 shares 27,066 $2.51M 0.01% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,233 shares; 2024Q4: 18,555 shares; 2025Q1: 17,463 shares; 2025Q2: 20,949 shares; 2025Q3: 21,467 shares; 2025Q4: 27,589 shares; 2026Q1: 34,265 shares 34,265 $2.51M 0.01% +6,676 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,869 shares; 2024Q4: 15,003 shares; 2025Q1: 13,448 shares; 2025Q2: 20,417 shares; 2025Q3: 22,204 shares; 2025Q4: 20,419 shares; 2026Q1: 21,101 shares 21,101 $2.5M 0.01% +682 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,527 shares; 2024Q4: 14,119 shares; 2025Q1: 12,731 shares; 2025Q2: 12,595 shares; 2025Q3: 16,425 shares; 2025Q4: 13,481 shares; 2026Q1: 13,078 shares 13,078 $2.47M 0.01% -403 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; 2024Q2: restricted; 2024Q3: 19,003 shares; 2024Q4: 21,229 shares; 2025Q1: 21,538 shares; 2025Q2: 28,616 shares; 2025Q3: 31,423 shares; 2025Q4: 29,484 shares; 2026Q1: 39,864 shares 39,864 $2.46M 0.01% +10,380 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 173 shares; 2025Q2: 1,191 shares; 2025Q3: 2,454 shares; 2025Q4: 4,521 shares; 2026Q1: 3,864 shares 3,864 $2.45M 0.01% -657 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,098 shares; 2024Q4: 7,149 shares; 2025Q1: 7,151 shares; 2025Q2: 11,294 shares; 2025Q3: 11,648 shares; 2025Q4: 9,317 shares; 2026Q1: 9,021 shares 9,021 $2.44M 0.01% -296 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,720 shares; 2024Q4: 14,189 shares; 2025Q1: 9,494 shares; 2025Q2: 13,108 shares; 2025Q3: 12,382 shares; 2025Q4: 9,477 shares; 2026Q1: 10,025 shares 10,025 $2.44M 0.01% +548 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,874 shares; 2024Q4: 67,366 shares; 2025Q1: 69,515 shares; 2025Q2: 65,977 shares; 2025Q3: 72,669 shares; 2025Q4: 87,820 shares; 2026Q1: 102,922 shares 102,922 $2.43M 0.01% +15,102 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 627 shares; 2024Q4: 634 shares; 2025Q1: 678 shares; 2025Q2: 2,137 shares; 2025Q3: 9,071 shares; 2025Q4: 9,085 shares; 2026Q1: 8,810 shares 8,810 $2.42M 0.01% -275 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,707 shares; 2024Q4: 51,613 shares; 2025Q1: 47,218 shares; 2025Q2: 44,614 shares; 2025Q3: 43,872 shares; 2025Q4: 54,777 shares; 2026Q1: 50,610 shares 50,610 $2.42M 0.01% -4,167 Timeline SUPN SUPERNUS PHARMACEUTICALS More: the full row for SUPERNUS PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 57 shares; 2025Q1: 44 shares; 2025Q2: 65 shares; 2025Q3: 89 shares; 2025Q4: 94 shares; 2026Q1: 46,558 shares 46,558 $2.41M 0.01% +46,464 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 817 shares; 2024Q4: 679 shares; 2025Q1: 855 shares; 2025Q2: 2,611 shares; 2025Q3: 6,049 shares; 2025Q4: 6,160 shares; 2026Q1: 5,949 shares 5,949 $2.37M 0.01% -211 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,279 shares; 2024Q4: 3,606 shares; 2025Q1: 3,590 shares; 2025Q2: 4,022 shares; 2025Q3: 5,725 shares; 2025Q4: 6,266 shares; 2026Q1: 6,383 shares 6,383 $2.35M 0.01% +117 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,199 shares; 2024Q4: 1,190 shares; 2025Q1: 1,330 shares; 2025Q2: 9,405 shares; 2025Q3: 39,736 shares; 2025Q4: 35,038 shares; 2026Q1: 36,244 shares 36,244 $2.34M 0.01% +1,206 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 204 shares; 2025Q1: 208 shares; 2025Q2: 1,759 shares; 2025Q3: 2,138 shares; 2025Q4: 1,751 shares; 2026Q1: 2,368 shares 2,368 $2.32M 0.01% +617 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,907 shares; 2024Q4: 18,527 shares; 2025Q1: 18,300 shares; 2025Q2: 19,081 shares; 2025Q3: 20,158 shares; 2025Q4: 21,783 shares; 2026Q1: 23,862 shares 23,862 $2.32M 0.01% +2,079 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 709 shares; 2024Q4: 958 shares; 2025Q1: 821 shares; 2025Q2: 994 shares; 2025Q3: 1,496 shares; 2025Q4: 2,183 shares; 2026Q1: 2,991 shares 2,991 $2.31M 0.01% +808 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,616 shares; 2025Q1: 14,960 shares; 2025Q2: 19,938 shares; 2025Q3: 24,247 shares; 2025Q4: 35,313 shares; 2026Q1: 46,243 shares 46,243 $2.3M 0.01% +10,930 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,064 shares; 2024Q4: 17,999 shares; 2025Q1: 17,389 shares; 2025Q2: 17,343 shares; 2025Q3: 17,733 shares; 2025Q4: 17,891 shares; 2026Q1: 17,224 shares 17,224 $2.28M 0.01% -667 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; 2024Q2: restricted; 2024Q3: 1,426 shares; 2024Q4: 1,443 shares; 2025Q1: 1,545 shares; 2025Q2: 3,493 shares; 2025Q3: 3,928 shares; 2025Q4: 4,205 shares; 2026Q1: 5,258 shares 5,258 $2.28M 0.01% +1,053 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,546 shares; 2024Q4: 25,493 shares; 2025Q1: 50,247 shares; 2025Q2: 43,844 shares; 2025Q3: 44,668 shares; 2025Q4: 46,569 shares; 2026Q1: 50,606 shares 50,606 $2.27M 0.01% +4,037 Timeline