ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,993,284 shares; 2024Q4: 12,851,467 shares; 2025Q1: 12,813,316 shares; 2025Q2: 14,030,460 shares; 2025Q3: 13,795,139 shares; 2025Q4: 15,251,275 shares; 2026Q1: 16,259,682 shares 16,259,682 $682M 5.74% +1,008,407 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,807,339 shares; 2024Q4: 11,448,430 shares; 2025Q1: 11,806,997 shares; 2025Q2: 13,229,192 shares; 2025Q3: 13,444,334 shares; 2025Q4: 15,627,811 shares; 2026Q1: 17,362,440 shares 17,362,440 $475M 3.99% +1,734,629 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: 6,694 shares; 2024Q4: 94,771 shares; 2025Q1: 96,366 shares; 2025Q2: 100,666 shares; 2025Q3: 98,470 shares; 2025Q4: 5,152,926 shares; 2026Q1: 5,581,508 shares 5,581,508 $430M 3.62% +428,582 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,277,190 shares; 2024Q4: 1,595,653 shares; 2025Q1: 1,385,281 shares; 2025Q2: 1,338,746 shares; 2025Q3: 1,265,622 shares; 2025Q4: 1,620,149 shares; 2026Q1: 4,717,961 shares 4,717,961 $361M 3.04% +3,097,812 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,215,715 shares; 2024Q4: 1,412,777 shares; 2025Q1: 1,633,731 shares; 2025Q2: 1,701,365 shares; 2025Q3: 1,744,537 shares; 2025Q4: 1,775,434 shares; 2026Q1: 1,669,283 shares 1,669,283 $291M 2.45% -106,151 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: 747,364 shares; 2024Q4: 997,698 shares; 2025Q1: 1,062,928 shares; 2025Q2: 1,109,968 shares; 2025Q3: 1,130,520 shares; 2025Q4: 1,173,172 shares; 2026Q1: 1,120,769 shares 1,120,769 $284M 2.39% -52,403 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,322,788 shares; 2024Q4: 4,510,847 shares; 2025Q1: 4,866,963 shares; 2025Q2: 5,248,401 shares; 2025Q3: 5,141,508 shares; 2025Q4: 5,772,879 shares; 2026Q1: 5,562,676 shares 5,562,676 $219M 1.84% -210,203 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: 372,241 shares; 2024Q4: 479,391 shares; 2025Q1: 513,628 shares; 2025Q2: 540,290 shares; 2025Q3: 546,457 shares; 2025Q4: 561,464 shares; 2026Q1: 536,754 shares 536,754 $199M 1.67% -24,710 Timeline IDUB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,818,691 shares; 2024Q4: 5,329,284 shares; 2025Q1: 5,968,887 shares; 2025Q2: 6,366,571 shares; 2025Q3: 5,815,398 shares; 2025Q4: 7,120,889 shares; 2026Q1: 7,347,676 shares 7,347,676 $181M 1.52% +226,787 Timeline BSCW 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: 2,425,254 shares; 2024Q4: 4,620,491 shares; 2025Q1: 5,198,649 shares; 2025Q2: 7,526,250 shares; 2025Q3: 8,144,763 shares; 2025Q4: 8,589,639 shares; 2026Q1: 8,746,530 shares 8,746,530 $180M 1.51% +156,891 Timeline BSCV 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: 2,438,652 shares; 2024Q4: 6,749,178 shares; 2025Q1: 7,593,491 shares; 2025Q2: 9,159,336 shares; 2025Q3: 9,912,068 shares; 2025Q4: 10,453,481 shares; 2026Q1: 10,644,420 shares 10,644,420 $175M 1.47% +190,939 Timeline IBDX 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: 2,121,618 shares; 2024Q4: 3,559,880 shares; 2025Q1: 4,004,435 shares; 2025Q2: 4,261,556 shares; 2025Q3: 4,612,394 shares; 2025Q4: 6,229,049 shares; 2026Q1: 6,342,898 shares 6,342,898 $160M 1.35% +113,849 Timeline IBDW 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: 3,548,460 shares; 2024Q4: 5,312,844 shares; 2025Q1: 5,976,439 shares; 2025Q2: 6,360,248 shares; 2025Q3: 6,883,950 shares; 2025Q4: 7,260,585 shares; 2026Q1: 7,393,304 shares 7,393,304 $155M 1.3% +132,719 Timeline BSCU 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: 3,350,928 shares; 2024Q4: 6,625,611 shares; 2025Q1: 7,453,803 shares; 2025Q2: 7,931,126 shares; 2025Q3: 8,582,313 shares; 2025Q4: 9,060,043 shares; 2026Q1: 9,225,294 shares 9,225,294 $154M 1.3% +165,251 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: 1,308,892 shares; 2024Q4: 1,803,086 shares; 2025Q1: 1,992,046 shares; 2025Q2: 2,065,183 shares; 2025Q3: 2,166,807 shares; 2025Q4: 2,447,979 shares; 2026Q1: 2,395,141 shares 2,395,141 $153M 1.29% -52,838 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: 369,400 shares; 2024Q4: 455,286 shares; 2025Q1: 487,894 shares; 2025Q2: 523,307 shares; 2025Q3: 518,636 shares; 2025Q4: 510,817 shares; 2026Q1: 518,781 shares 518,781 $149M 1.25% +7,964 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: 3,175,997 shares; 2024Q4: 4,201,680 shares; 2025Q1: 4,726,525 shares; 2025Q2: 5,030,084 shares; 2025Q3: 5,444,286 shares; 2025Q4: 6,659,628 shares; 2026Q1: 6,381,013 shares 6,381,013 $148M 1.25% -278,615 Timeline BSCX 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: not reported; 2025Q1: 3,833,987 shares; 2025Q2: 6,025,655 shares; 2025Q3: 6,521,763 shares; 2025Q4: 6,878,553 shares; 2026Q1: 7,004,279 shares 7,004,279 $148M 1.25% +125,726 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: 463,255 shares; 2024Q4: 591,497 shares; 2025Q1: 645,609 shares; 2025Q2: 694,678 shares; 2025Q3: 708,556 shares; 2025Q4: 742,852 shares; 2026Q1: 706,950 shares 706,950 $147M 1.24% -35,902 Timeline DUBS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,114,866 shares; 2024Q4: 3,145,169 shares; 2025Q1: 3,198,739 shares; 2025Q2: 2,858,550 shares; 2025Q3: 2,560,880 shares; 2025Q4: 3,047,455 shares; 2026Q1: 3,806,692 shares 3,806,692 $137M 1.15% +759,237 Timeline ADME ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,042,727 shares; 2024Q4: 2,661,634 shares; 2025Q1: 2,590,020 shares; 2025Q2: 2,673,240 shares; 2025Q3: 2,432,924 shares; 2025Q4: 2,788,842 shares; 2026Q1: 2,734,360 shares 2,734,360 $135M 1.14% -54,482 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: 2,603,389 shares; 2024Q4: 4,341,723 shares; 2025Q1: 4,883,958 shares; 2025Q2: 5,197,575 shares; 2025Q3: 5,625,501 shares; 2025Q4: 5,933,256 shares; 2026Q1: 6,041,703 shares 6,041,703 $132M 1.11% +108,447 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,488 shares; 2024Q4: 80,905 shares; 2025Q1: 41,171 shares; 2025Q2: 179,103 shares; 2025Q3: 197,517 shares; 2025Q4: 207,657 shares; 2026Q1: 920,811 shares 920,811 $115M 0.97% +713,154 Timeline JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,600,185 shares; 2024Q4: 5,723,802 shares; 2025Q1: 6,569,671 shares; 2025Q2: 6,038,041 shares; 2025Q3: 4,037,920 shares; 2025Q4: 4,343,634 shares; 2026Q1: 4,570,331 shares 4,570,331 $101M 0.85% +226,697 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: 341,287 shares; 2024Q4: 330,054 shares; 2025Q1: 312,816 shares; 2025Q2: 306,028 shares; 2025Q3: 308,806 shares; 2025Q4: 311,609 shares; 2026Q1: 288,491 shares 288,491 $89.3M 0.75% -23,118 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: 42,509 shares; 2024Q4: 95,789 shares; 2025Q1: 107,535 shares; 2025Q2: 121,176 shares; 2025Q3: 128,797 shares; 2025Q4: 143,165 shares; 2026Q1: 148,562 shares 148,562 $88.8M 0.75% +5,397 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: 236,760 shares; 2024Q4: 301,558 shares; 2025Q1: 302,096 shares; 2025Q2: 314,340 shares; 2025Q3: 306,067 shares; 2025Q4: 312,903 shares; 2026Q1: 297,342 shares 297,342 $87.5M 0.74% -15,561 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: 365,354 shares; 2024Q4: 532,914 shares; 2025Q1: 160,693 shares; 2025Q2: 523,630 shares; 2025Q3: 533,326 shares; 2025Q4: 518,603 shares; 2026Q1: 493,998 shares 493,998 $83.8M 0.7% -24,605 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: 97,857 shares; 2024Q4: 118,214 shares; 2025Q1: 131,735 shares; 2025Q2: 138,204 shares; 2025Q3: 138,114 shares; 2025Q4: 140,181 shares; 2026Q1: 133,349 shares 133,349 $76.3M 0.64% -6,832 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: 462,181 shares; 2024Q4: 556,132 shares; 2025Q1: 612,569 shares; 2025Q2: 647,024 shares; 2025Q3: 630,477 shares; 2025Q4: 657,666 shares; 2026Q1: 608,573 shares 608,573 $75.6M 0.64% -49,093 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: 798,144 shares; 2024Q4: 2,395,256 shares; 2025Q1: 2,456,151 shares; 2025Q2: 2,553,030 shares; 2025Q3: 2,570,721 shares; 2025Q4: 2,676,224 shares; 2026Q1: 2,831,944 shares 2,831,944 $72.6M 0.61% +155,720 Timeline BSCY 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,738,078 shares; 2026Q1: 3,451,824 shares 3,451,824 $71.4M 0.6% +1,713,746 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: 152,473 shares; 2024Q4: 182,658 shares; 2025Q1: 200,316 shares; 2025Q2: 220,615 shares; 2025Q3: 226,458 shares; 2025Q4: 238,520 shares; 2026Q1: 227,751 shares 227,751 $68.8M 0.58% -10,769 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: 774,532 shares; 2024Q4: 875,315 shares; 2025Q1: 1,022,121 shares; 2025Q2: 1,174,659 shares; 2025Q3: 1,192,101 shares; 2025Q4: 1,324,531 shares; 2026Q1: 1,251,138 shares 1,251,138 $67.6M 0.57% -73,393 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: 126,686 shares; 2024Q4: 158,841 shares; 2025Q1: 172,391 shares; 2025Q2: 185,107 shares; 2025Q3: 182,096 shares; 2025Q4: 191,865 shares; 2026Q1: 180,936 shares 180,936 $67.3M 0.57% -10,929 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: 113,133 shares; 2024Q4: 121,489 shares; 2025Q1: 77,580 shares; 2025Q2: 82,762 shares; 2025Q3: 84,268 shares; 2025Q4: 88,284 shares; 2026Q1: 1,140,697 shares 1,140,697 $66.8M 0.56% +1,052,413 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: 74,185 shares; 2024Q4: 83,738 shares; 2025Q1: 82,467 shares; 2025Q2: 83,970 shares; 2025Q3: 77,565 shares; 2025Q4: 89,947 shares; 2026Q1: 99,584 shares 99,584 $64.8M 0.54% +9,637 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: 86,574 shares; 2024Q4: 115,687 shares; 2025Q1: 82,764 shares; 2025Q2: 85,931 shares; 2025Q3: 135,865 shares; 2025Q4: 136,666 shares; 2026Q1: 130,294 shares 130,294 $62.4M 0.53% -6,372 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: 1,119,047 shares; 2024Q4: 1,162,524 shares; 2025Q1: 1,239,715 shares; 2025Q2: 1,200,583 shares; 2025Q3: 1,314,763 shares; 2025Q4: 1,372,295 shares; 2026Q1: 1,411,251 shares 1,411,251 $60M 0.5% +38,956 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: 367,797 shares; 2024Q4: 455,912 shares; 2025Q1: 437,922 shares; 2025Q2: 471,910 shares; 2025Q3: 452,873 shares; 2025Q4: 565,821 shares; 2026Q1: 311,029 shares 311,029 $59.7M 0.5% -254,792 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: 871,158 shares; 2024Q4: 1,043,318 shares; 2025Q1: 1,097,269 shares; 2025Q2: 1,128,200 shares; 2025Q3: 1,184,713 shares; 2025Q4: 1,216,624 shares; 2026Q1: 1,254,511 shares 1,254,511 $57.2M 0.48% +37,887 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: 564,118 shares; 2024Q4: 1,990,981 shares; 2025Q1: 2,047,607 shares; 2025Q2: 2,133,520 shares; 2025Q3: 2,141,423 shares; 2025Q4: 2,182,505 shares; 2026Q1: 2,232,961 shares 2,232,961 $56M 0.47% +50,456 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: 80,565 shares; 2024Q4: 96,109 shares; 2025Q1: 108,134 shares; 2025Q2: 94,915 shares; 2025Q3: 90,431 shares; 2025Q4: 92,625 shares; 2026Q1: 78,785 shares 78,785 $55.8M 0.47% -13,840 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: 109,161 shares; 2024Q4: 189,485 shares; 2025Q1: 218,488 shares; 2025Q2: 233,513 shares; 2025Q3: 233,775 shares; 2025Q4: 236,544 shares; 2026Q1: 189,847 shares 189,847 $54.6M 0.46% -46,697 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300,923 shares; 2024Q4: 1,596,265 shares; 2025Q1: 1,642,939 shares; 2025Q2: 1,712,987 shares; 2025Q3: 1,584,027 shares; 2025Q4: 1,599,145 shares; 2026Q1: 1,613,612 shares 1,613,612 $54.5M 0.46% +14,467 Timeline UPSD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 837,537 shares; 2025Q2: 1,757,164 shares; 2025Q3: 1,786,448 shares; 2025Q4: 1,993,040 shares; 2026Q1: 1,914,945 shares 1,914,945 $48.8M 0.41% -78,095 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: 35,477 shares; 2024Q4: 44,180 shares; 2025Q1: 48,867 shares; 2025Q2: 53,440 shares; 2025Q3: 54,794 shares; 2025Q4: 56,671 shares; 2026Q1: 52,722 shares 52,722 $48.5M 0.41% -3,949 Timeline DEFR ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 1,362,704 shares; 2025Q3: 1,163,346 shares; 2025Q4: 1,702,804 shares; 2026Q1: 1,817,445 shares 1,817,445 $48.3M 0.41% +114,641 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: 146,563 shares; 2024Q4: 169,259 shares; 2025Q1: 156,506 shares; 2025Q2: 162,484 shares; 2025Q3: 164,394 shares; 2025Q4: 199,225 shares; 2026Q1: 193,144 shares 193,144 $47.2M 0.4% -6,081 Timeline GSEW 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: 273,019 shares; 2024Q4: 456,306 shares; 2025Q1: 488,166 shares; 2025Q2: 540,589 shares; 2025Q3: 563,283 shares; 2025Q4: 588,483 shares; 2026Q1: 543,285 shares 543,285 $46M 0.39% -45,198 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 544,353 shares; 2024Q4: 611,236 shares; 2025Q1: 580,574 shares; 2025Q2: 815,929 shares; 2025Q3: 958,189 shares; 2025Q4: 1,084,875 shares; 2026Q1: 1,089,848 shares 1,089,848 $46M 0.39% +4,973 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,435 shares; 2024Q4: 251,747 shares; 2025Q1: 308,864 shares; 2025Q2: 391,319 shares; 2025Q3: 541,897 shares; 2025Q4: 594,360 shares; 2026Q1: 617,052 shares 617,052 $45.1M 0.38% +22,692 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: 488,628 shares; 2024Q4: 503,604 shares; 2025Q1: 518,933 shares; 2025Q2: 542,059 shares; 2025Q3: 611,322 shares; 2025Q4: 647,858 shares; 2026Q1: 654,217 shares 654,217 $44.7M 0.38% +6,359 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,714 shares; 2024Q4: 161,067 shares; 2025Q1: 108,235 shares; 2025Q2: 222,425 shares; 2025Q3: 218,207 shares; 2025Q4: 226,457 shares; 2026Q1: 210,257 shares 210,257 $41.6M 0.35% -16,200 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: 616,185 shares; 2024Q4: 2,217,267 shares; 2025Q1: 2,346,090 shares; 2025Q2: 2,345,429 shares; 2025Q3: 1,380,271 shares; 2025Q4: 1,356,938 shares; 2026Q1: 1,319,700 shares 1,319,700 $40.5M 0.34% -37,238 Timeline LQTI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139,970 shares; 2025Q3: 1,535,246 shares; 2025Q4: 1,890,415 shares; 2026Q1: 2,058,213 shares 2,058,213 $40.3M 0.34% +167,798 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,133 shares; 2024Q4: 181,723 shares; 2025Q1: 199,103 shares; 2025Q2: 214,883 shares; 2025Q3: 227,014 shares; 2025Q4: 197,961 shares; 2026Q1: 200,318 shares 200,318 $39.7M 0.33% +2,357 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: 304,751 shares; 2024Q4: 337,608 shares; 2025Q1: 352,199 shares; 2025Q2: 371,030 shares; 2025Q3: 358,711 shares; 2025Q4: 371,648 shares; 2026Q1: 382,192 shares 382,192 $37.4M 0.31% +10,544 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: 569,443 shares; 2024Q4: 607,611 shares; 2025Q1: 679,267 shares; 2025Q2: 732,670 shares; 2025Q3: 645,427 shares; 2025Q4: 788,646 shares; 2026Q1: 812,605 shares 812,605 $37.1M 0.31% +23,959 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: 267,369 shares; 2024Q4: 309,304 shares; 2025Q1: 333,193 shares; 2025Q2: 373,438 shares; 2025Q3: 381,350 shares; 2025Q4: 391,245 shares; 2026Q1: 381,106 shares 381,106 $36.8M 0.31% -10,139 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: 416,637 shares; 2024Q4: 385,557 shares; 2025Q1: 411,946 shares; 2025Q2: 431,091 shares; 2025Q3: 444,871 shares; 2025Q4: 456,427 shares; 2026Q1: 463,552 shares 463,552 $36.7M 0.31% +7,125 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: 179,970 shares; 2024Q4: 214,651 shares; 2025Q1: 241,826 shares; 2025Q2: 266,602 shares; 2025Q3: 297,752 shares; 2025Q4: 287,770 shares; 2026Q1: 253,070 shares 253,070 $36.6M 0.31% -34,700 Timeline FRDM 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: 4,095 shares; 2024Q4: 313,168 shares; 2025Q1: 343,723 shares; 2025Q2: 658,174 shares; 2025Q3: 668,218 shares; 2025Q4: 670,142 shares; 2026Q1: 662,086 shares 662,086 $36.2M 0.3% -8,056 Timeline IBDZ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,375,000 shares 1,375,000 $35.8M 0.3% new Timeline IQLT 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: 304,298 shares; 2024Q4: 375,048 shares; 2025Q1: 410,337 shares; 2025Q2: 428,321 shares; 2025Q3: 702,733 shares; 2025Q4: 743,158 shares; 2026Q1: 769,693 shares 769,693 $35.6M 0.3% +26,535 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: 137,635 shares; 2024Q4: 67,473 shares; 2025Q1: 213,677 shares; 2025Q2: 211,845 shares; 2025Q3: 220,944 shares; 2025Q4: 218,391 shares; 2026Q1: 228,499 shares 228,499 $35.5M 0.3% +10,108 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: 35,658 shares; 2024Q4: 40,938 shares; 2025Q1: 48,699 shares; 2025Q2: 53,940 shares; 2025Q3: 55,398 shares; 2025Q4: 60,643 shares; 2026Q1: 62,985 shares 62,985 $34.6M 0.29% +2,342 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 466 shares; 2025Q1: 2,038 shares; 2025Q2: 2,038 shares; 2025Q3: 2,039 shares; 2025Q4: 2,485 shares; 2026Q1: 270,719 shares 270,719 $34.6M 0.29% +268,234 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,519,337 shares; 2024Q4: 1,858,338 shares; 2025Q1: 305,272 shares; 2025Q2: 319,168 shares; 2025Q3: 311,187 shares; 2025Q4: 1,302,870 shares; 2026Q1: 1,383,455 shares 1,383,455 $34.3M 0.29% +80,585 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: 58,375 shares; 2024Q4: 65,796 shares; 2025Q1: 67,696 shares; 2025Q2: 173,323 shares; 2025Q3: 73,836 shares; 2025Q4: 174,698 shares; 2026Q1: 56,616 shares 56,616 $32.7M 0.27% -118,082 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: 26,998 shares; 2024Q4: 32,589 shares; 2025Q1: 35,379 shares; 2025Q2: 38,056 shares; 2025Q3: 40,298 shares; 2025Q4: 340,986 shares; 2026Q1: 336,709 shares 336,709 $32.4M 0.27% -4,277 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: 51,817 shares; 2024Q4: 59,118 shares; 2025Q1: 68,228 shares; 2025Q2: 58,784 shares; 2025Q3: 63,547 shares; 2025Q4: 64,350 shares; 2026Q1: 65,278 shares 65,278 $32.4M 0.27% +928 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: 171,525 shares; 2024Q4: 38,471 shares; 2025Q1: 41,771 shares; 2025Q2: 47,814 shares; 2025Q3: 281,155 shares; 2025Q4: 66,069 shares; 2026Q1: 135,829 shares 135,829 $32.3M 0.27% +69,760 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: 53,773 shares; 2024Q4: 76,556 shares; 2025Q1: 303,704 shares; 2025Q2: 61,829 shares; 2025Q3: 59,008 shares; 2025Q4: 63,812 shares; 2026Q1: 152,848 shares 152,848 $31.6M 0.27% +89,036 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: 5,993 shares; 2024Q4: 22,168 shares; 2025Q1: 31,915 shares; 2025Q2: 36,420 shares; 2025Q3: 156,174 shares; 2025Q4: 151,110 shares; 2026Q1: 151,073 shares 151,073 $31.4M 0.26% -37 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: 24,640 shares; 2025Q1: 28,445 shares; 2025Q2: 30,541 shares; 2025Q3: 32,051 shares; 2025Q4: 33,139 shares; 2026Q1: 32,418 shares 32,418 $31.2M 0.26% -721 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: 19,705 shares; 2024Q4: 43,080 shares; 2025Q1: 43,737 shares; 2025Q2: 47,505 shares; 2025Q3: 45,999 shares; 2025Q4: 46,274 shares; 2026Q1: 47,455 shares 47,455 $31M 0.26% +1,181 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: 761,399 shares; 2024Q4: 782,425 shares; 2025Q1: 789,001 shares; 2025Q2: 776,956 shares; 2025Q3: 787,708 shares; 2025Q4: 784,645 shares; 2026Q1: 793,779 shares 793,779 $30.9M 0.26% +9,134 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: 22,963 shares; 2024Q4: 26,562 shares; 2025Q1: 30,606 shares; 2025Q2: 33,897 shares; 2025Q3: 30,143 shares; 2025Q4: 30,914 shares; 2026Q1: 30,381 shares 30,381 $30.3M 0.25% -533 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: 38,370 shares; 2025Q1: 49,639 shares; 2025Q2: 39,488 shares; 2025Q3: 301,531 shares; 2025Q4: 304,674 shares; 2026Q1: 138,368 shares 138,368 $29.6M 0.25% -166,306 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: 83,343 shares; 2024Q4: 113,315 shares; 2025Q1: 123,274 shares; 2025Q2: 136,445 shares; 2025Q3: 135,147 shares; 2025Q4: 137,505 shares; 2026Q1: 134,719 shares 134,719 $29.3M 0.25% -2,786 Timeline JCPB 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: 350,993 shares; 2024Q4: 448,534 shares; 2025Q1: 470,189 shares; 2025Q2: 509,890 shares; 2025Q3: 568,093 shares; 2025Q4: 575,252 shares; 2026Q1: 614,474 shares 614,474 $28.9M 0.24% +39,222 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: 115,259 shares; 2024Q4: 165,602 shares; 2025Q1: 155,419 shares; 2025Q2: 150,184 shares; 2025Q3: 149,530 shares; 2025Q4: 149,836 shares; 2026Q1: 148,864 shares 148,864 $28.6M 0.24% -972 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: 131,694 shares; 2024Q4: 630,764 shares; 2025Q1: 1,296 shares; 2025Q2: 1,303 shares; 2025Q3: 120,405 shares; 2025Q4: 134,588 shares; 2026Q1: 557,255 shares 557,255 $28.2M 0.24% +422,667 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: 106,531 shares; 2024Q4: 132,768 shares; 2025Q1: 158,998 shares; 2025Q2: 193,009 shares; 2025Q3: 206,891 shares; 2025Q4: 216,439 shares; 2026Q1: 214,516 shares 214,516 $28.1M 0.24% -1,923 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: 30,150 shares; 2024Q4: 43,517 shares; 2025Q1: 47,608 shares; 2025Q2: 53,379 shares; 2025Q3: 58,028 shares; 2025Q4: 60,844 shares; 2026Q1: 60,166 shares 60,166 $27.7M 0.23% -678 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: 65,523 shares; 2024Q4: 80,365 shares; 2025Q1: 88,658 shares; 2025Q2: 92,218 shares; 2025Q3: 95,456 shares; 2025Q4: 89,970 shares; 2026Q1: 86,935 shares 86,935 $27M 0.23% -3,035 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: 1,118,458 shares; 2024Q4: 1,276,127 shares; 2025Q1: 1,160,251 shares; 2025Q2: 1,182,492 shares; 2025Q3: 1,212,427 shares; 2025Q4: 1,235,964 shares; 2026Q1: 1,397,277 shares 1,397,277 $27M 0.23% +161,313 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: 454,192 shares; 2024Q4: 502,733 shares; 2025Q1: 523,367 shares; 2025Q2: 513,453 shares; 2025Q3: 467,845 shares; 2025Q4: 466,040 shares; 2026Q1: 464,690 shares 464,690 $26.3M 0.22% -1,350 Timeline IHE 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: 86 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 88 shares; 2026Q1: 286,543 shares 286,543 $24.8M 0.21% +286,455 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: 9,566 shares; 2024Q4: 16,905 shares; 2025Q1: 19,306 shares; 2025Q2: 19,275 shares; 2025Q3: 18,003 shares; 2025Q4: 154,166 shares; 2026Q1: 192,162 shares 192,162 $24.3M 0.2% +37,996 Timeline IGLD 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: not reported; 2024Q4: 489,665 shares; 2025Q1: 537,853 shares; 2025Q2: 1,168,769 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 938,512 shares 938,512 $24M 0.2% new 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: 56,640 shares; 2024Q4: 57,883 shares; 2025Q1: 55,429 shares; 2025Q2: 53,998 shares; 2025Q3: 55,289 shares; 2025Q4: 55,163 shares; 2026Q1: 55,288 shares 55,288 $23.6M 0.2% +125 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: 489,887 shares; 2024Q4: 552,342 shares; 2025Q1: 48,825 shares; 2025Q2: 649,353 shares; 2025Q3: 573,082 shares; 2025Q4: 588,626 shares; 2026Q1: 573,399 shares 573,399 $23.5M 0.2% -15,227 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: 161,538 shares; 2024Q4: 189,599 shares; 2025Q1: 210,577 shares; 2025Q2: 216,798 shares; 2025Q3: 225,031 shares; 2025Q4: 217,037 shares; 2026Q1: 207,123 shares 207,123 $23.5M 0.2% -9,914 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: 13,392 shares; 2024Q4: 47,736 shares; 2025Q1: 49,594 shares; 2025Q2: 139,529 shares; 2025Q3: 139,250 shares; 2025Q4: 147,248 shares; 2026Q1: 158,972 shares 158,972 $23.3M 0.2% +11,724 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: 145,914 shares; 2024Q4: 91,379 shares; 2025Q1: 84,329 shares; 2025Q2: 252,675 shares; 2025Q3: 253,746 shares; 2025Q4: 207,526 shares; 2026Q1: 192,739 shares 192,739 $23.2M 0.19% -14,787 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,368 shares; 2024Q4: 40,695 shares; 2025Q1: 45,046 shares; 2025Q2: 50,256 shares; 2025Q3: 56,624 shares; 2025Q4: 57,381 shares; 2026Q1: 61,121 shares 61,121 $23.1M 0.19% +3,740 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: 60,629 shares; 2024Q4: 141,043 shares; 2025Q1: 165,887 shares; 2025Q2: 160,809 shares; 2025Q3: 146,767 shares; 2025Q4: 306,177 shares; 2026Q1: 296,427 shares 296,427 $23M 0.19% -9,750 Timeline SDVY 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: 73,200 shares; 2024Q4: 374,992 shares; 2025Q1: 406,520 shares; 2025Q2: 440,289 shares; 2025Q3: 470,400 shares; 2025Q4: 532,951 shares; 2026Q1: 578,589 shares 578,589 $22.8M 0.19% +45,638 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: 37,765 shares; 2024Q4: 42,980 shares; 2025Q1: 8,671 shares; 2025Q2: 11,702 shares; 2025Q3: 56,187 shares; 2025Q4: 57,944 shares; 2026Q1: 46,240 shares 46,240 $22.7M 0.19% -11,704 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: 93,213 shares; 2024Q4: 106,305 shares; 2025Q1: 119,310 shares; 2025Q2: 32,739 shares; 2025Q3: 137,609 shares; 2025Q4: 143,084 shares; 2026Q1: 95,919 shares 95,919 $22.7M 0.19% -47,165 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: 412,277 shares; 2024Q4: 428,620 shares; 2025Q1: 432,597 shares; 2025Q2: 440,107 shares; 2025Q3: not reported; 2025Q4: 461,177 shares; 2026Q1: 255,566 shares 255,566 $22.1M 0.19% -205,611 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: 181,434 shares; 2024Q4: 228,982 shares; 2025Q1: 255,695 shares; 2025Q2: 207,800 shares; 2025Q3: 233,117 shares; 2025Q4: 243,008 shares; 2026Q1: 238,045 shares 238,045 $22.1M 0.19% -4,963 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: 134,000 shares; 2024Q4: 155,012 shares; 2025Q1: 134,715 shares; 2025Q2: 153,733 shares; 2025Q3: 35,226 shares; 2025Q4: 36,532 shares; 2026Q1: 63,899 shares 63,899 $21.8M 0.18% +27,367 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: 4,391 shares; 2024Q4: 7,852 shares; 2025Q1: 12,157 shares; 2025Q2: 14,096 shares; 2025Q3: 14,309 shares; 2025Q4: 14,794 shares; 2026Q1: 25,612 shares 25,612 $21.7M 0.18% +10,818 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: 19,375 shares; 2024Q4: 43,253 shares; 2025Q1: 40,564 shares; 2025Q2: 96,054 shares; 2025Q3: 111,370 shares; 2025Q4: 115,688 shares; 2026Q1: 108,244 shares 108,244 $20.9M 0.18% -7,444 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: 11,707 shares; 2024Q4: 14,158 shares; 2025Q1: 61,317 shares; 2025Q2: 73,777 shares; 2025Q3: 75,577 shares; 2025Q4: 79,723 shares; 2026Q1: 73,183 shares 73,183 $20.8M 0.17% -6,540 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: 8,524 shares; 2024Q4: 11,596 shares; 2025Q1: 14,585 shares; 2025Q2: 17,396 shares; 2025Q3: 16,522 shares; 2025Q4: 17,387 shares; 2026Q1: 60,102 shares 60,102 $20.3M 0.17% +42,715 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: 20,783 shares; 2024Q4: 34,639 shares; 2025Q1: 38,181 shares; 2025Q2: 109,890 shares; 2025Q3: 49,603 shares; 2025Q4: 47,748 shares; 2026Q1: 61,403 shares 61,403 $20.2M 0.17% +13,655 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: 65,189 shares; 2024Q4: 107,227 shares; 2025Q1: 153,261 shares; 2025Q2: 163,790 shares; 2025Q3: 154,038 shares; 2025Q4: 157,052 shares; 2026Q1: 188,213 shares 188,213 $20M 0.17% +31,161 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: 6,949 shares; 2024Q4: 1,277 shares; 2025Q1: 327 shares; 2025Q2: 331 shares; 2025Q3: 330 shares; 2025Q4: 16,114 shares; 2026Q1: 247,799 shares 247,799 $20M 0.17% +231,685 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: 169,471 shares; 2024Q4: 304,095 shares; 2025Q1: 306,611 shares; 2025Q2: 287,828 shares; 2025Q3: 395,932 shares; 2025Q4: 395,278 shares; 2026Q1: 394,137 shares 394,137 $19.8M 0.17% -1,141 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: 32,052 shares; 2024Q4: 101,513 shares; 2025Q1: 101,950 shares; 2025Q2: 112,453 shares; 2025Q3: 98,481 shares; 2025Q4: 100,822 shares; 2026Q1: 96,923 shares 96,923 $19.7M 0.17% -3,899 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: 196,843 shares; 2024Q4: 234,056 shares; 2025Q1: 254,535 shares; 2025Q2: 277,622 shares; 2025Q3: 292,281 shares; 2025Q4: 299,099 shares; 2026Q1: 295,527 shares 295,527 $19.5M 0.16% -3,572 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: 21,012 shares; 2024Q4: 69,647 shares; 2025Q1: 81,093 shares; 2025Q2: 150,410 shares; 2025Q3: 147,583 shares; 2025Q4: 152,204 shares; 2026Q1: 132,380 shares 132,380 $19.5M 0.16% -19,824 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: 35,864 shares; 2024Q4: 64,067 shares; 2025Q1: 165,671 shares; 2025Q2: 173,545 shares; 2025Q3: 225,850 shares; 2025Q4: 189,544 shares; 2026Q1: 204,124 shares 204,124 $18.7M 0.16% +14,580 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,024 shares; 2024Q4: 89,312 shares; 2025Q1: 100,690 shares; 2025Q2: 110,457 shares; 2025Q3: 111,706 shares; 2025Q4: 101,254 shares; 2026Q1: 92,742 shares 92,742 $18.7M 0.16% -8,512 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,132 shares; 2024Q4: 19,188 shares; 2025Q1: 438,810 shares; 2025Q2: 371,161 shares; 2025Q3: 397,340 shares; 2025Q4: 409,890 shares; 2026Q1: 370,411 shares 370,411 $18.6M 0.16% -39,479 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: 3,628 shares; 2024Q4: 4,999 shares; 2025Q1: 45,687 shares; 2025Q2: 51,706 shares; 2025Q3: 56,394 shares; 2025Q4: 58,831 shares; 2026Q1: 47,664 shares 47,664 $18.6M 0.16% -11,167 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: 127,519 shares; 2024Q4: 146,798 shares; 2025Q1: 163,300 shares; 2025Q2: 175,392 shares; 2025Q3: 180,513 shares; 2025Q4: 162,442 shares; 2026Q1: 116,238 shares 116,238 $18.6M 0.16% -46,204 Timeline IMCB 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: 100,318 shares; 2024Q4: 103,342 shares; 2025Q1: 105,533 shares; 2025Q2: 108,491 shares; 2025Q3: 113,234 shares; 2025Q4: 116,957 shares; 2026Q1: 222,148 shares 222,148 $18.5M 0.16% +105,191 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY 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: 426,429 shares; 2025Q4: 428,942 shares; 2026Q1: 392,351 shares 392,351 $18.4M 0.16% -36,591 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: 33,850 shares; 2024Q4: 38,596 shares; 2025Q1: 36,855 shares; 2025Q2: 43,784 shares; 2025Q3: 53,771 shares; 2025Q4: 219,056 shares; 2026Q1: 172,396 shares 172,396 $18M 0.15% -46,660 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: 64,521 shares; 2024Q4: 71,507 shares; 2025Q1: 77,295 shares; 2025Q2: 77,872 shares; 2025Q3: 82,170 shares; 2025Q4: 79,433 shares; 2026Q1: 83,628 shares 83,628 $18M 0.15% +4,195 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: 1,937 shares; 2024Q4: 2,562 shares; 2025Q1: 43,022 shares; 2025Q2: 45,214 shares; 2025Q3: 48,098 shares; 2025Q4: 49,157 shares; 2026Q1: 25,899 shares 25,899 $17.7M 0.15% -23,258 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 98,016 shares; 2025Q1: 109,986 shares; 2025Q2: 120,348 shares; 2025Q3: 138,500 shares; 2025Q4: 133,417 shares; 2026Q1: 122,400 shares 122,400 $17.5M 0.15% -11,017 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,397 shares; 2024Q4: 98,750 shares; 2025Q1: 92,909 shares; 2025Q2: 88,131 shares; 2025Q3: 96,104 shares; 2025Q4: 79,389 shares; 2026Q1: 82,185 shares 82,185 $17.3M 0.15% +2,796 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: 150,311 shares; 2024Q4: 190,347 shares; 2025Q1: 220,964 shares; 2025Q2: 234,951 shares; 2025Q3: 248,397 shares; 2025Q4: 254,311 shares; 2026Q1: 104,307 shares 104,307 $17.2M 0.14% -150,004 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: 75,239 shares; 2024Q4: 96,851 shares; 2025Q1: 112,572 shares; 2025Q2: 120,707 shares; 2025Q3: 123,812 shares; 2025Q4: 91,017 shares; 2026Q1: 74,289 shares 74,289 $16.8M 0.14% -16,728 Timeline DIVB 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: 30 shares; 2024Q4: 4,915 shares; 2025Q1: 4,909 shares; 2025Q2: 4,976 shares; 2025Q3: 267,403 shares; 2025Q4: 290,919 shares; 2026Q1: 307,611 shares 307,611 $16.6M 0.14% +16,692 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: 129,531 shares; 2024Q4: 172,761 shares; 2025Q1: 161,529 shares; 2025Q2: 169,056 shares; 2025Q3: 166,469 shares; 2025Q4: 170,441 shares; 2026Q1: 161,380 shares 161,380 $16.6M 0.14% -9,061 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: 15,006 shares; 2024Q4: 30,149 shares; 2025Q1: 71,632 shares; 2025Q2: 74,021 shares; 2025Q3: 71,370 shares; 2025Q4: 73,413 shares; 2026Q1: 68,027 shares 68,027 $16.5M 0.14% -5,386 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: 80,748 shares; 2024Q4: 92,715 shares; 2025Q1: 100,987 shares; 2025Q2: 107,488 shares; 2025Q3: 112,736 shares; 2025Q4: 82,692 shares; 2026Q1: 50,131 shares 50,131 $16.5M 0.14% -32,561 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,122 shares; 2024Q4: 86,755 shares; 2025Q1: 95,471 shares; 2025Q2: 104,723 shares; 2025Q3: 105,423 shares; 2025Q4: 108,439 shares; 2026Q1: 104,265 shares 104,265 $16.4M 0.14% -4,174 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,235 shares; 2024Q4: 73,725 shares; 2025Q1: 83,097 shares; 2025Q2: 91,195 shares; 2025Q3: 105,040 shares; 2025Q4: 105,502 shares; 2026Q1: 106,581 shares 106,581 $16.4M 0.14% +1,079 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,671 shares; 2024Q4: 67,259 shares; 2025Q1: 75,650 shares; 2025Q2: 83,433 shares; 2025Q3: 95,734 shares; 2025Q4: 96,420 shares; 2026Q1: 97,451 shares 97,451 $16.1M 0.14% +1,031 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: 68,504 shares; 2024Q4: 77,479 shares; 2025Q1: 87,420 shares; 2025Q2: 82,355 shares; 2025Q3: 101,094 shares; 2025Q4: 93,685 shares; 2026Q1: 48,877 shares 48,877 $16M 0.13% -44,808 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,041 shares; 2024Q4: 124,780 shares; 2025Q1: 134,627 shares; 2025Q2: 144,704 shares; 2025Q3: 132,259 shares; 2025Q4: 137,435 shares; 2026Q1: 135,879 shares 135,879 $16M 0.13% -1,556 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: 63,833 shares; 2024Q4: 102,931 shares; 2025Q1: 99,830 shares; 2025Q2: 91,209 shares; 2025Q3: 87,771 shares; 2025Q4: 107,215 shares; 2026Q1: 107,116 shares 107,116 $15.9M 0.13% -99 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,384 shares; 2024Q4: 62,806 shares; 2025Q1: 70,832 shares; 2025Q2: 77,676 shares; 2025Q3: 89,342 shares; 2025Q4: 89,804 shares; 2026Q1: 90,706 shares 90,706 $15.7M 0.13% +902 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: 62,292 shares; 2024Q4: 77,467 shares; 2025Q1: 84,233 shares; 2025Q2: 73,739 shares; 2025Q3: 69,498 shares; 2025Q4: 70,205 shares; 2026Q1: 57,798 shares 57,798 $15.6M 0.13% -12,407 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: 63,742 shares; 2024Q4: 71,955 shares; 2025Q1: 78,523 shares; 2025Q2: 83,132 shares; 2025Q3: 86,949 shares; 2025Q4: 88,859 shares; 2026Q1: 86,578 shares 86,578 $15.6M 0.13% -2,281 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 259,427 shares; 2025Q2: 284,467 shares; 2025Q3: 327,319 shares; 2025Q4: 327,843 shares; 2026Q1: 329,702 shares 329,702 $15.5M 0.13% +1,859 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: 80,013 shares; 2024Q4: 90,575 shares; 2025Q1: 99,276 shares; 2025Q2: 105,340 shares; 2025Q3: 109,366 shares; 2025Q4: 112,745 shares; 2026Q1: 90,580 shares 90,580 $15.3M 0.13% -22,165 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,609 shares; 2024Q4: 240,114 shares; 2025Q1: 273,481 shares; 2025Q2: 341,943 shares; 2025Q3: 382,036 shares; 2025Q4: 396,193 shares; 2026Q1: 454,562 shares 454,562 $15.1M 0.13% +58,369 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: 102,821 shares; 2024Q4: 117,746 shares; 2025Q1: 164,199 shares; 2025Q2: 172,767 shares; 2025Q3: 167,461 shares; 2025Q4: 178,936 shares; 2026Q1: 199,982 shares 199,982 $14.7M 0.12% +21,046 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,321 shares; 2024Q4: 42,913 shares; 2025Q1: 41,345 shares; 2025Q2: 87,459 shares; 2025Q3: 42,107 shares; 2025Q4: 42,759 shares; 2026Q1: 45,597 shares 45,597 $14.6M 0.12% +2,838 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: 27,233 shares; 2024Q4: 43,613 shares; 2025Q1: 47,600 shares; 2025Q2: 45,933 shares; 2025Q3: 44,387 shares; 2025Q4: 44,671 shares; 2026Q1: 41,466 shares 41,466 $14.6M 0.12% -3,205 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: 49,579 shares; 2024Q4: 61,809 shares; 2025Q1: 69,231 shares; 2025Q2: 144,991 shares; 2025Q3: 149,633 shares; 2025Q4: 78,257 shares; 2026Q1: 83,803 shares 83,803 $14.5M 0.12% +5,546 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: 22,527 shares; 2024Q4: 179,844 shares; 2025Q1: 181,655 shares; 2025Q2: 185,896 shares; 2025Q3: 193,233 shares; 2025Q4: 193,680 shares; 2026Q1: 193,108 shares 193,108 $14.4M 0.12% -572 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: 32,562 shares; 2024Q4: 40,104 shares; 2025Q1: 42,965 shares; 2025Q2: 45,023 shares; 2025Q3: 53,099 shares; 2025Q4: 65,437 shares; 2026Q1: 40,123 shares 40,123 $14.4M 0.12% -25,314 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 300,463 shares; 2025Q4: 308,766 shares; 2026Q1: 308,616 shares 308,616 $14.1M 0.12% -150 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,976 shares; 2024Q4: 91,522 shares; 2025Q1: 103,321 shares; 2025Q2: 113,354 shares; 2025Q3: 130,520 shares; 2025Q4: 131,090 shares; 2026Q1: 132,430 shares 132,430 $14.1M 0.12% +1,340 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: 4,506 shares; 2024Q4: 24,253 shares; 2025Q1: 33,020 shares; 2025Q2: 39,938 shares; 2025Q3: 40,573 shares; 2025Q4: 41,725 shares; 2026Q1: 41,513 shares 41,513 $14M 0.12% -212 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: 10,560 shares; 2024Q4: 101,143 shares; 2025Q1: 103,165 shares; 2025Q2: 103,636 shares; 2025Q3: 198,780 shares; 2025Q4: 186,957 shares; 2026Q1: 98,286 shares 98,286 $14M 0.12% -88,671 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: 33,085 shares; 2024Q4: 101,410 shares; 2025Q1: 121,674 shares; 2025Q2: 181,392 shares; 2025Q3: 184,233 shares; 2025Q4: 182,005 shares; 2026Q1: 196,273 shares 196,273 $13.9M 0.12% +14,268 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,432 shares; 2024Q4: 74,244 shares; 2025Q1: 83,522 shares; 2025Q2: 91,544 shares; 2025Q3: 105,004 shares; 2025Q4: 105,474 shares; 2026Q1: 117,083 shares 117,083 $13.8M 0.12% +11,609 Timeline QEFA 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: 125,531 shares; 2024Q4: 125,185 shares; 2025Q1: 129,388 shares; 2025Q2: 136,874 shares; 2025Q3: 139,915 shares; 2025Q4: 144,403 shares; 2026Q1: 148,153 shares 148,153 $13.8M 0.12% +3,750 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: 108,012 shares; 2024Q4: 123,270 shares; 2025Q1: 136,883 shares; 2025Q2: 184,699 shares; 2025Q3: 175,261 shares; 2025Q4: 491,482 shares; 2026Q1: 471,398 shares 471,398 $13.7M 0.11% -20,084 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,196 shares; 2024Q4: 96,086 shares; 2025Q1: 102,919 shares; 2025Q2: 111,464 shares; 2025Q3: 114,375 shares; 2025Q4: 124,953 shares; 2026Q1: 84,029 shares 84,029 $13.7M 0.11% -40,924 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: 1,677,338 shares; 2024Q4: 1,895,200 shares; 2025Q1: 2,136,956 shares; 2025Q2: 2,505,869 shares; 2025Q3: 2,572,966 shares; 2025Q4: 284,562 shares; 2026Q1: 290,079 shares 290,079 $13.6M 0.11% +5,517 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: 7,811 shares; 2024Q4: 9,543 shares; 2025Q1: 10,495 shares; 2025Q2: 9,881 shares; 2025Q3: 39,562 shares; 2025Q4: 47,299 shares; 2026Q1: 44,972 shares 44,972 $13.6M 0.11% -2,327 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: 26,535 shares; 2024Q4: 33,477 shares; 2025Q1: 38,983 shares; 2025Q2: 41,798 shares; 2025Q3: 44,533 shares; 2025Q4: 45,547 shares; 2026Q1: 23,939 shares 23,939 $13.5M 0.11% -21,608 Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,281 shares; 2024Q4: 307,456 shares; 2025Q1: 346,631 shares; 2025Q2: 380,537 shares; 2025Q3: 438,416 shares; 2025Q4: 440,333 shares; 2026Q1: 444,844 shares 444,844 $13.5M 0.11% +4,511 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: 33,478 shares; 2024Q4: 27,077 shares; 2025Q1: 27,204 shares; 2025Q2: 27,510 shares; 2025Q3: 21,045 shares; 2025Q4: 33,471 shares; 2026Q1: 33,617 shares 33,617 $13.4M 0.11% +146 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP 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: 152,248 shares; 2025Q3: 175,483 shares; 2025Q4: 176,277 shares; 2026Q1: 179,168 shares 179,168 $13.2M 0.11% +2,891 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,345 shares; 2024Q4: 36,027 shares; 2025Q1: 40,779 shares; 2025Q2: 44,693 shares; 2025Q3: 51,439 shares; 2025Q4: 51,607 shares; 2026Q1: 52,105 shares 52,105 $13.1M 0.11% +498 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 99,794 shares; 2025Q1: 112,516 shares; 2025Q2: 123,495 shares; 2025Q3: 142,215 shares; 2025Q4: 142,813 shares; 2026Q1: 144,273 shares 144,273 $12.9M 0.11% +1,460 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: 2,796 shares; 2024Q4: 3,221 shares; 2025Q1: 3,742 shares; 2025Q2: 3,924 shares; 2025Q3: 3,676 shares; 2025Q4: 4,664 shares; 2026Q1: 14,675 shares 14,675 $12.8M 0.11% +10,011 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,540 shares; 2024Q4: 166,907 shares; 2025Q1: 184,823 shares; 2025Q2: 202,658 shares; 2025Q3: 233,226 shares; 2025Q4: 234,247 shares; 2026Q1: 236,638 shares 236,638 $12.8M 0.11% +2,391 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 104,398 shares; 2025Q2: 114,619 shares; 2025Q3: 132,293 shares; 2025Q4: 132,800 shares; 2026Q1: 134,004 shares 134,004 $12.6M 0.11% +1,204 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,956 shares; 2024Q4: 131,070 shares; 2025Q1: 147,768 shares; 2025Q2: 162,189 shares; 2025Q3: 186,875 shares; 2025Q4: 187,691 shares; 2026Q1: 189,610 shares 189,610 $12.6M 0.11% +1,919 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: 56,920 shares; 2024Q4: 62,966 shares; 2025Q1: 60,634 shares; 2025Q2: 58,970 shares; 2025Q3: 59,464 shares; 2025Q4: 58,462 shares; 2026Q1: 58,782 shares 58,782 $12.6M 0.11% +320 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,286 shares; 2024Q4: 88,696 shares; 2025Q1: 99,828 shares; 2025Q2: 109,555 shares; 2025Q3: 126,149 shares; 2025Q4: 126,675 shares; 2026Q1: 127,865 shares 127,865 $12.4M 0.1% +1,190 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: 10,315 shares; 2024Q4: 60,017 shares; 2025Q1: 171,344 shares; 2025Q2: 175,966 shares; 2025Q3: 186,411 shares; 2025Q4: 186,471 shares; 2026Q1: 170,506 shares 170,506 $12.3M 0.1% -15,965 Timeline PSMT PRICESMART INC More: the full row for PRICESMART 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: 80,310 shares; 2025Q4: 80,657 shares; 2026Q1: 81,477 shares 81,477 $12.3M 0.1% +820 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,096 shares; 2025Q1: 68,855 shares; 2025Q2: 75,432 shares; 2025Q3: 86,852 shares; 2025Q4: 87,230 shares; 2026Q1: 88,133 shares 88,133 $12.2M 0.1% +903 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,585 shares; 2024Q4: 28,808 shares; 2025Q1: 32,442 shares; 2025Q2: 35,577 shares; 2025Q3: 40,934 shares; 2025Q4: 41,114 shares; 2026Q1: 41,533 shares 41,533 $12.1M 0.1% +419 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: 18,849 shares; 2024Q4: 28,419 shares; 2025Q1: 79,221 shares; 2025Q2: 89,542 shares; 2025Q3: 92,260 shares; 2025Q4: 95,749 shares; 2026Q1: 93,113 shares 93,113 $12M 0.1% -2,636 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,250 shares; 2024Q4: 95,802 shares; 2025Q1: 99,574 shares; 2025Q2: 104,527 shares; 2025Q3: 104,232 shares; 2025Q4: 104,134 shares; 2026Q1: 107,153 shares 107,153 $11.8M 0.1% +3,019 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,748 shares; 2024Q4: 95,071 shares; 2025Q1: 99,444 shares; 2025Q2: 199,321 shares; 2025Q3: 205,102 shares; 2025Q4: 212,696 shares; 2026Q1: 223,258 shares 223,258 $11.6M 0.1% +10,562 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,124 shares; 2024Q4: 188,323 shares; 2025Q1: 212,287 shares; 2025Q2: 232,975 shares; 2025Q3: 268,421 shares; 2025Q4: 269,597 shares; 2026Q1: 272,358 shares 272,358 $11.4M 0.1% +2,761 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: 46,390 shares; 2024Q4: 86,503 shares; 2025Q1: 86,518 shares; 2025Q2: 87,546 shares; 2025Q3: 77,946 shares; 2025Q4: 67,931 shares; 2026Q1: 225,556 shares 225,556 $11.3M 0.1% +157,625 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: 260 shares; 2024Q4: 266 shares; 2025Q1: 532 shares; 2025Q2: 893 shares; 2025Q3: 1,107 shares; 2025Q4: 1,072 shares; 2026Q1: 3,325 shares 3,325 $11.2M 0.09% +2,253 Timeline DBEF 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: not reported; 2024Q4: 215,211 shares; 2025Q1: 209,356 shares; 2025Q2: 217,674 shares; 2025Q3: 217,760 shares; 2025Q4: 225,838 shares; 2026Q1: 227,074 shares 227,074 $11.2M 0.09% +1,236 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,322 shares; 2024Q4: 116,229 shares; 2025Q1: 159,303 shares; 2025Q2: 174,407 shares; 2025Q3: 200,427 shares; 2025Q4: 201,264 shares; 2026Q1: 203,311 shares 203,311 $11.2M 0.09% +2,047 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: 29,748 shares; 2024Q4: 82,123 shares; 2025Q1: 108,775 shares; 2025Q2: 100,925 shares; 2025Q3: 102,537 shares; 2025Q4: 97,554 shares; 2026Q1: 88,585 shares 88,585 $11M 0.09% -8,969 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: 48,115 shares; 2024Q4: 80,581 shares; 2025Q1: 52,272 shares; 2025Q2: 64,767 shares; 2025Q3: 62,680 shares; 2025Q4: 69,779 shares; 2026Q1: 249,376 shares 249,376 $11M 0.09% +179,597 Timeline ATEN A10 NETWORKS INC More: the full row for A10 NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 294,920 shares; 2025Q2: 323,692 shares; 2025Q3: 448,423 shares; 2025Q4: 450,385 shares; 2026Q1: 455,002 shares 455,002 $10.5M 0.09% +4,617 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: 8,263 shares; 2024Q4: 18,301 shares; 2025Q1: 18,675 shares; 2025Q2: 22,554 shares; 2025Q3: 77,080 shares; 2025Q4: 79,782 shares; 2026Q1: 75,380 shares 75,380 $10.5M 0.09% -4,402 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: 20,384 shares; 2024Q4: 48,385 shares; 2025Q1: 55,354 shares; 2025Q2: 56,267 shares; 2025Q3: 49,279 shares; 2025Q4: 116,192 shares; 2026Q1: 108,323 shares 108,323 $10.4M 0.09% -7,869 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: 3,296 shares; 2024Q4: 4,509 shares; 2025Q1: 44,952 shares; 2025Q2: 48,847 shares; 2025Q3: 52,148 shares; 2025Q4: 54,276 shares; 2026Q1: 52,419 shares 52,419 $10.4M 0.09% -1,857 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,437 shares; 2024Q4: 265,393 shares; 2025Q1: 299,406 shares; 2025Q2: 328,451 shares; 2025Q3: 378,467 shares; 2025Q4: 380,117 shares; 2026Q1: 383,944 shares 383,944 $10.3M 0.09% +3,827 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: 53,861 shares; 2024Q4: 65,547 shares; 2025Q1: 11,700 shares; 2025Q2: 11,294 shares; 2025Q3: 10,520 shares; 2025Q4: 9,010 shares; 2026Q1: 17,059 shares 17,059 $10.3M 0.09% +8,049 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,502 shares; 2024Q4: 38,532 shares; 2025Q1: 43,466 shares; 2025Q2: 47,637 shares; 2025Q3: 54,849 shares; 2025Q4: 55,089 shares; 2026Q1: 55,643 shares 55,643 $10.3M 0.09% +554 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: 2,476 shares; 2024Q4: 6,240 shares; 2025Q1: 7,455 shares; 2025Q2: 8,782 shares; 2025Q3: 10,749 shares; 2025Q4: 39,611 shares; 2026Q1: 64,181 shares 64,181 $10.3M 0.09% +24,570 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,371 shares; 2024Q4: 27,972 shares; 2025Q1: 42,102 shares; 2025Q2: 55,270 shares; 2025Q3: 61,663 shares; 2025Q4: 67,609 shares; 2026Q1: 87,490 shares 87,490 $10.3M 0.09% +19,881 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,631 shares; 2024Q4: 233,323 shares; 2025Q1: 262,964 shares; 2025Q2: 288,630 shares; 2025Q3: 332,420 shares; 2025Q4: 333,889 shares; 2026Q1: 337,304 shares 337,304 $10.2M 0.09% +3,415 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,592 shares; 2025Q1: 149,885 shares; 2025Q2: 157,370 shares; 2025Q3: 160,317 shares; 2025Q4: 165,830 shares; 2026Q1: 94,568 shares 94,568 $10.2M 0.09% -71,262 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,891 shares; 2024Q4: 64,258 shares; 2025Q1: 71,974 shares; 2025Q2: 78,639 shares; 2025Q3: 106,423 shares; 2025Q4: 121,990 shares; 2026Q1: 123,572 shares 123,572 $10.2M 0.09% +1,582 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: 842 shares; 2024Q4: 891 shares; 2025Q1: 911 shares; 2025Q2: 961 shares; 2025Q3: 887 shares; 2025Q4: 10,770 shares; 2026Q1: 10,285 shares 10,285 $10.1M 0.08% -485 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,237 shares; 2024Q4: 134,178 shares; 2025Q1: 151,975 shares; 2025Q2: 166,677 shares; 2025Q3: 191,953 shares; 2025Q4: 192,793 shares; 2026Q1: 194,748 shares 194,748 $10.1M 0.08% +1,955 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: 99,660 shares; 2024Q4: 223,203 shares; 2025Q1: 195,590 shares; 2025Q2: 193,445 shares; 2025Q3: 163,146 shares; 2025Q4: 152,204 shares; 2026Q1: 358,846 shares 358,846 $10.1M 0.08% +206,642 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,425 shares; 2024Q4: 56,285 shares; 2025Q1: 63,642 shares; 2025Q2: 70,051 shares; 2025Q3: 70,346 shares; 2025Q4: 70,627 shares; 2026Q1: 70,851 shares 70,851 $10.1M 0.08% +224 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,008 shares; 2024Q4: 136,822 shares; 2025Q1: 173,320 shares; 2025Q2: 189,563 shares; 2025Q3: 219,482 shares; 2025Q4: 220,471 shares; 2026Q1: 221,807 shares 221,807 $10M 0.08% +1,336 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,221 shares; 2024Q4: 3,960 shares; 2025Q1: 5,392 shares; 2025Q2: 8,700 shares; 2025Q3: 9,894 shares; 2025Q4: 10,997 shares; 2026Q1: 23,543 shares 23,543 $10M 0.08% +12,546 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,683 shares; 2024Q4: 84,067 shares; 2025Q1: 94,781 shares; 2025Q2: 104,017 shares; 2025Q3: 119,814 shares; 2025Q4: 120,342 shares; 2026Q1: 121,570 shares 121,570 $9.99M 0.08% +1,228 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: 472,482 shares; 2024Q4: 649,775 shares; 2025Q1: 706,563 shares; 2025Q2: 710,397 shares; 2025Q3: 227,608 shares; 2025Q4: 219,731 shares; 2026Q1: 204,628 shares 204,628 $9.98M 0.08% -15,103 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: 19,050 shares; 2024Q4: 95,109 shares; 2025Q1: 111,554 shares; 2025Q2: 127,836 shares; 2025Q3: 129,826 shares; 2025Q4: 144,396 shares; 2026Q1: 139,677 shares 139,677 $9.8M 0.08% -4,719 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: 95,858 shares; 2024Q4: 108,285 shares; 2025Q1: 141,262 shares; 2025Q2: 186,611 shares; 2025Q3: 202,620 shares; 2025Q4: 208,280 shares; 2026Q1: 243,282 shares 243,282 $9.78M 0.08% +35,002 Timeline WTBA WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,629 shares; 2024Q4: 282,404 shares; 2025Q1: 318,381 shares; 2025Q2: 349,482 shares; 2025Q3: 402,664 shares; 2025Q4: 404,427 shares; 2026Q1: 408,568 shares 408,568 $9.72M 0.08% +4,141 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,380 shares; 2024Q4: 256,916 shares; 2025Q1: 262,579 shares; 2025Q2: 236,095 shares; 2025Q3: 242,042 shares; 2025Q4: 240,993 shares; 2026Q1: 247,395 shares 247,395 $9.72M 0.08% +6,402 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,659 shares; 2024Q4: 72,642 shares; 2025Q1: 81,774 shares; 2025Q2: 89,616 shares; 2025Q3: 103,087 shares; 2025Q4: 103,590 shares; 2026Q1: 104,557 shares 104,557 $9.63M 0.08% +967 Timeline SCHP 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: 4,782 shares; 2024Q4: 9,946 shares; 2025Q1: 10,042 shares; 2025Q2: 210,443 shares; 2025Q3: 241,178 shares; 2025Q4: 285,855 shares; 2026Q1: 360,327 shares 360,327 $9.59M 0.08% +74,472 Timeline RDVI 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: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 20,567 shares; 2026Q1: 374,883 shares 374,883 $9.58M 0.08% +354,316 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,052 shares; 2024Q4: 30,227 shares; 2025Q1: 28,006 shares; 2025Q2: 27,945 shares; 2025Q3: 28,026 shares; 2025Q4: 28,073 shares; 2026Q1: 26,854 shares 26,854 $9.57M 0.08% -1,219 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,723 shares; 2024Q4: 46,058 shares; 2025Q1: 51,901 shares; 2025Q2: 56,909 shares; 2025Q3: 65,603 shares; 2025Q4: 65,889 shares; 2026Q1: 66,579 shares 66,579 $9.56M 0.08% +690 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: 75,995 shares; 2024Q4: 250,230 shares; 2025Q1: 271,755 shares; 2025Q2: 131,118 shares; 2025Q3: 127,316 shares; 2025Q4: 138,315 shares; 2026Q1: 133,384 shares 133,384 $9.3M 0.08% -4,931 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: 129,878 shares; 2024Q4: 193,746 shares; 2025Q1: 179,778 shares; 2025Q2: 196,622 shares; 2025Q3: 195,377 shares; 2025Q4: 210,179 shares; 2026Q1: 184,876 shares 184,876 $9.22M 0.08% -25,303 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: 14,078 shares; 2024Q4: 22,800 shares; 2025Q1: 22,647 shares; 2025Q2: 23,631 shares; 2025Q3: 22,695 shares; 2025Q4: 22,486 shares; 2026Q1: 21,385 shares 21,385 $9.2M 0.08% -1,101 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: 801 shares; 2024Q4: 867 shares; 2025Q1: 1,790 shares; 2025Q2: 2,199 shares; 2025Q3: 1,355 shares; 2025Q4: 1,440 shares; 2026Q1: 6,225 shares 6,225 $9.17M 0.08% +4,785 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: 25,314 shares; 2024Q4: 28,373 shares; 2025Q1: 30,921 shares; 2025Q2: 33,566 shares; 2025Q3: 34,606 shares; 2025Q4: 35,084 shares; 2026Q1: 33,725 shares 33,725 $9.14M 0.08% -1,359 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: 8,917 shares; 2024Q4: 13,292 shares; 2025Q1: 48,821 shares; 2025Q2: 15,807 shares; 2025Q3: 45,230 shares; 2025Q4: 58,295 shares; 2026Q1: 48,934 shares 48,934 $9.13M 0.08% -9,361 Timeline IDA IDACORP INC More: the full row for IDACORP 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: 50,300 shares; 2026Q1: 63,633 shares 63,633 $9.1M 0.08% +13,333 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: 10,728 shares; 2024Q4: 13,144 shares; 2025Q1: 14,768 shares; 2025Q2: 14,330 shares; 2025Q3: 14,922 shares; 2025Q4: 16,187 shares; 2026Q1: 96,426 shares 96,426 $9.06M 0.08% +80,239 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: 69,250 shares; 2024Q4: 82,553 shares; 2025Q1: 91,309 shares; 2025Q2: 95,412 shares; 2025Q3: 99,044 shares; 2025Q4: 101,541 shares; 2026Q1: 28,316 shares 28,316 $9.01M 0.08% -73,225 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: 4,015 shares; 2024Q4: 4,087 shares; 2025Q1: 4,455 shares; 2025Q2: 5,048 shares; 2025Q3: 5,438 shares; 2025Q4: 10,954 shares; 2026Q1: 10,316 shares 10,316 $8.93M 0.08% -638 Timeline BOXX 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: not reported; 2025Q2: not reported; 2025Q3: 44,789 shares; 2025Q4: 65,396 shares; 2026Q1: 76,629 shares 76,629 $8.91M 0.07% +11,233 Timeline LKFN LAKELAND FINL CORP More: the full row for LAKELAND FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,418 shares; 2024Q4: 107,263 shares; 2025Q1: 120,925 shares; 2025Q2: 132,845 shares; 2025Q3: 153,038 shares; 2025Q4: 153,707 shares; 2026Q1: 155,267 shares 155,267 $8.91M 0.07% +1,560 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: 259,229 shares; 2024Q4: 266,035 shares; 2025Q1: 261,671 shares; 2025Q2: 257,995 shares; 2025Q3: 263,208 shares; 2025Q4: 258,458 shares; 2026Q1: 262,545 shares 262,545 $8.89M 0.07% +4,087 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,245 shares; 2024Q4: 73,567 shares; 2025Q1: 82,466 shares; 2025Q2: 90,421 shares; 2025Q3: 103,514 shares; 2025Q4: 103,856 shares; 2026Q1: 104,421 shares 104,421 $8.84M 0.07% +565 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 123,648 shares; 2025Q2: 135,675 shares; 2025Q3: 156,289 shares; 2025Q4: 157,098 shares; 2026Q1: 158,596 shares 158,596 $8.83M 0.07% +1,498 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: 7,587 shares; 2024Q4: 25,729 shares; 2025Q1: 39,321 shares; 2025Q2: 42,260 shares; 2025Q3: 44,868 shares; 2025Q4: 48,180 shares; 2026Q1: 48,204 shares 48,204 $8.78M 0.07% +24 Timeline MSMR ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,801 shares; 2024Q4: 1,801 shares; 2025Q1: 1,801 shares; 2025Q2: 205,260 shares; 2025Q3: 208,590 shares; 2025Q4: 249,521 shares; 2026Q1: 254,599 shares 254,599 $8.78M 0.07% +5,078 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,601 shares; 2024Q4: 32,140 shares; 2025Q1: 37,927 shares; 2025Q2: 41,024 shares; 2025Q3: 41,820 shares; 2025Q4: 42,758 shares; 2026Q1: 27,360 shares 27,360 $8.77M 0.07% -15,398 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: 40,776 shares; 2024Q4: 40,847 shares; 2025Q1: 38,879 shares; 2025Q2: 38,477 shares; 2025Q3: 38,877 shares; 2025Q4: 38,075 shares; 2026Q1: 36,487 shares 36,487 $8.76M 0.07% -1,588 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: 8,146 shares; 2024Q4: 11,994 shares; 2025Q1: 7,412 shares; 2025Q2: 7,935 shares; 2025Q3: 8,866 shares; 2025Q4: 8,795 shares; 2026Q1: 43,720 shares 43,720 $8.7M 0.07% +34,925 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: 32,477 shares; 2024Q4: 36,650 shares; 2025Q1: 41,734 shares; 2025Q2: 37,448 shares; 2025Q3: 40,087 shares; 2025Q4: 20,092 shares; 2026Q1: 20,039 shares 20,039 $8.7M 0.07% -53 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: 21,738 shares; 2024Q4: 287,206 shares; 2025Q1: 311,859 shares; 2025Q2: 65,551 shares; 2025Q3: 61,474 shares; 2025Q4: 65,893 shares; 2026Q1: 143,031 shares 143,031 $8.67M 0.07% +77,138 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: 3,221 shares; 2024Q4: 174,422 shares; 2025Q1: 134,227 shares; 2025Q2: 328,267 shares; 2025Q3: 107,706 shares; 2025Q4: 198,690 shares; 2026Q1: 105,038 shares 105,038 $8.67M 0.07% -93,652 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,895 shares; 2024Q4: 187,721 shares; 2025Q1: 69,703 shares; 2025Q2: 80,815 shares; 2025Q3: 87,968 shares; 2025Q4: 94,976 shares; 2026Q1: 147,471 shares 147,471 $8.67M 0.07% +52,495 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: 7,681 shares; 2024Q4: 13,926 shares; 2025Q1: 13,319 shares; 2025Q2: 52,565 shares; 2025Q3: 53,526 shares; 2025Q4: 53,567 shares; 2026Q1: 44,401 shares 44,401 $8.62M 0.07% -9,166 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,068 shares; 2024Q4: 232,852 shares; 2025Q1: 262,016 shares; 2025Q2: 288,366 shares; 2025Q3: 288,149 shares; 2025Q4: 288,120 shares; 2026Q1: 291,332 shares 291,332 $8.52M 0.07% +3,212 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,101 shares; 2024Q4: 114,730 shares; 2025Q1: 112,365 shares; 2025Q2: 112,896 shares; 2025Q3: 109,162 shares; 2025Q4: 105,899 shares; 2026Q1: 99,327 shares 99,327 $8.43M 0.07% -6,572 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: 3,381 shares; 2024Q4: 194,810 shares; 2025Q1: 2,805 shares; 2025Q2: 3,164 shares; 2025Q3: 3,033 shares; 2025Q4: 36,563 shares; 2026Q1: 165,898 shares 165,898 $8.43M 0.07% +129,335 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,547 shares; 2024Q4: 63,226 shares; 2025Q1: 69,797 shares; 2025Q2: 75,636 shares; 2025Q3: 85,583 shares; 2025Q4: 85,898 shares; 2026Q1: 76,521 shares 76,521 $8.28M 0.07% -9,377 Timeline AIQ 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: 34,090 shares; 2024Q4: 193,799 shares; 2025Q1: 168 shares; 2025Q2: 168 shares; 2025Q3: 48,818 shares; 2025Q4: 56,786 shares; 2026Q1: 177,357 shares 177,357 $8.28M 0.07% +120,571 Timeline IVLU 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: 204,474 shares; 2024Q4: 200,419 shares; 2025Q1: 191,241 shares; 2025Q2: 193,994 shares; 2025Q3: 199,838 shares; 2025Q4: 212,809 shares; 2026Q1: 207,864 shares 207,864 $8.25M 0.07% -4,945 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: 21,443 shares; 2024Q4: 29,113 shares; 2025Q1: 32,871 shares; 2025Q2: 35,226 shares; 2025Q3: 35,479 shares; 2025Q4: 13,522 shares; 2026Q1: 39,792 shares 39,792 $8.08M 0.07% +26,270 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,570 shares; 2024Q4: 44,728 shares; 2025Q1: 50,577 shares; 2025Q2: 55,409 shares; 2025Q3: 63,238 shares; 2025Q4: 63,484 shares; 2026Q1: 64,138 shares 64,138 $8.08M 0.07% +654 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,657 shares; 2024Q4: 12,518 shares; 2025Q1: 14,312 shares; 2025Q2: 17,008 shares; 2025Q3: 14,328 shares; 2025Q4: 14,284 shares; 2026Q1: 23,337 shares 23,337 $8.05M 0.07% +9,053 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: 75,387 shares; 2024Q4: 71,817 shares; 2025Q1: 74,687 shares; 2025Q2: 76,654 shares; 2025Q3: 78,374 shares; 2025Q4: 86,793 shares; 2026Q1: 85,838 shares 85,838 $7.96M 0.07% -955 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: 3,948 shares; 2024Q4: 6,735 shares; 2025Q1: 6,516 shares; 2025Q2: 7,939 shares; 2025Q3: 8,315 shares; 2025Q4: 24,992 shares; 2026Q1: 24,164 shares 24,164 $7.88M 0.07% -828 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: 2,790 shares; 2024Q4: 9,149 shares; 2025Q1: 12,579 shares; 2025Q2: 8,672 shares; 2025Q3: 8,309 shares; 2025Q4: 20,884 shares; 2026Q1: 22,039 shares 22,039 $7.85M 0.07% +1,155 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: 8,005 shares; 2024Q4: 17,957 shares; 2025Q1: 95,110 shares; 2025Q2: 28,563 shares; 2025Q3: 31,849 shares; 2025Q4: 34,575 shares; 2026Q1: 31,504 shares 31,504 $7.64M 0.06% -3,071 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80,117 shares; 2025Q1: 90,364 shares; 2025Q2: 99,136 shares; 2025Q3: 114,177 shares; 2025Q4: 114,660 shares; 2026Q1: 115,836 shares 115,836 $7.58M 0.06% +1,176 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,742 shares; 2024Q4: 46,434 shares; 2025Q1: 52,242 shares; 2025Q2: 57,027 shares; 2025Q3: 65,537 shares; 2025Q4: 65,822 shares; 2026Q1: 66,522 shares 66,522 $7.56M 0.06% +700 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,428 shares; 2025Q2: 58,621 shares; 2025Q3: 67,492 shares; 2025Q4: 67,783 shares; 2026Q1: 68,495 shares 68,495 $7.48M 0.06% +712 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,170 shares; 2024Q4: 125,603 shares; 2025Q1: 17,301 shares; 2025Q2: 143,750 shares; 2025Q3: 149,870 shares; 2025Q4: 153,945 shares; 2026Q1: 145,305 shares 145,305 $7.47M 0.06% -8,640 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: 9,416 shares; 2024Q4: 11,592 shares; 2025Q1: 13,494 shares; 2025Q2: 15,605 shares; 2025Q3: 15,508 shares; 2025Q4: 15,370 shares; 2026Q1: 31,293 shares 31,293 $7.19M 0.06% +15,923 Timeline HIFS HINGHAM INSTN SVGS MASS More: the full row for HINGHAM INSTN SVGS MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,347 shares; 2024Q4: 17,474 shares; 2025Q1: 19,642 shares; 2025Q2: 21,520 shares; 2025Q3: 24,737 shares; 2025Q4: 24,842 shares; 2026Q1: 25,119 shares 25,119 $7.18M 0.06% +277 Timeline SLYG 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: 51,517 shares; 2024Q4: 54,254 shares; 2025Q1: 60,642 shares; 2025Q2: 67,727 shares; 2025Q3: 68,916 shares; 2025Q4: 71,943 shares; 2026Q1: 73,946 shares 73,946 $7.14M 0.06% +2,003 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: 1,149 shares; 2024Q4: 5,071 shares; 2025Q1: 8,295 shares; 2025Q2: 11,117 shares; 2025Q3: 12,483 shares; 2025Q4: 13,350 shares; 2026Q1: 13,218 shares 13,218 $7.11M 0.06% -132 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223,319 shares; 2024Q4: 223,250 shares; 2025Q1: 223,321 shares; 2025Q2: 223,472 shares; 2025Q3: 223,542 shares; 2025Q4: 223,637 shares; 2026Q1: 224,371 shares 224,371 $7.11M 0.06% +734 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 130,722 shares; 2025Q1: 258,349 shares; 2025Q2: 278,549 shares; 2025Q3: 299,060 shares; 2025Q4: 290,515 shares; 2026Q1: 282,060 shares 282,060 $7.1M 0.06% -8,455 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: 10,871 shares; 2025Q1: 12,470 shares; 2025Q2: 15,231 shares; 2025Q3: 14,663 shares; 2025Q4: 14,909 shares; 2026Q1: 57,718 shares 57,718 $7.09M 0.06% +42,809 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: 3,396 shares; 2024Q4: 106,659 shares; 2025Q1: 101,853 shares; 2025Q2: 89,597 shares; 2025Q3: 87,997 shares; 2025Q4: 90,637 shares; 2026Q1: 91,434 shares 91,434 $7.06M 0.06% +797 Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW 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: 78,514 shares; 2025Q4: 78,878 shares; 2026Q1: 79,715 shares 79,715 $7.03M 0.06% +837 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: 179,991 shares; 2024Q4: 41,220 shares; 2025Q1: 48,862 shares; 2025Q2: 218,182 shares; 2025Q3: 219,714 shares; 2025Q4: 214,492 shares; 2026Q1: 121,523 shares 121,523 $7M 0.06% -92,969 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,315 shares; 2024Q4: 64,001 shares; 2025Q1: 72,131 shares; 2025Q2: 79,154 shares; 2025Q3: 91,191 shares; 2025Q4: 91,561 shares; 2026Q1: 92,505 shares 92,505 $6.97M 0.06% +944 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: 72,141 shares; 2024Q4: 71,322 shares; 2025Q1: 71,266 shares; 2025Q2: 71,797 shares; 2025Q3: 71,226 shares; 2025Q4: 71,210 shares; 2026Q1: 71,143 shares 71,143 $6.92M 0.06% -67 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD 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: 247,889 shares; 2026Q1: 412,695 shares 412,695 $6.85M 0.06% +164,806 Timeline IXN 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: 76,320 shares; 2024Q4: 76,336 shares; 2025Q1: 76,272 shares; 2025Q2: 76,142 shares; 2025Q3: 75,739 shares; 2025Q4: 76,234 shares; 2026Q1: 68,493 shares 68,493 $6.85M 0.06% -7,741 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,199 shares; 2024Q4: 19,681 shares; 2025Q1: 48,359 shares; 2025Q2: 60,710 shares; 2025Q3: 65,077 shares; 2025Q4: 71,639 shares; 2026Q1: 70,414 shares 70,414 $6.84M 0.06% -1,225 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: 27,891 shares; 2024Q4: 106,879 shares; 2025Q1: 118,219 shares; 2025Q2: 112,784 shares; 2025Q3: 109,528 shares; 2025Q4: 103,571 shares; 2026Q1: 101,225 shares 101,225 $6.84M 0.06% -2,346 Timeline IGSB 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: 15,128 shares; 2024Q4: 158,305 shares; 2025Q1: 162,619 shares; 2025Q2: 145,232 shares; 2025Q3: 141,333 shares; 2025Q4: 118,243 shares; 2026Q1: 129,841 shares 129,841 $6.82M 0.06% +11,598 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: 8,279 shares; 2024Q4: 17,690 shares; 2025Q1: 21,986 shares; 2025Q2: 26,252 shares; 2025Q3: 26,681 shares; 2025Q4: 24,582 shares; 2026Q1: 79,754 shares 79,754 $6.8M 0.06% +55,172 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS 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: not reported; 2026Q1: 152,466 shares 152,466 $6.79M 0.06% new Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,634 shares; 2024Q4: 78,287 shares; 2025Q1: 185,506 shares; 2025Q2: 236,682 shares; 2025Q3: 264,714 shares; 2025Q4: 294,552 shares; 2026Q1: 317,019 shares 317,019 $6.76M 0.06% +22,467 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,404 shares; 2024Q4: 34,138 shares; 2025Q1: 39,780 shares; 2025Q2: 36,967 shares; 2025Q3: 34,226 shares; 2025Q4: 32,117 shares; 2026Q1: 32,402 shares 32,402 $6.74M 0.06% +285 Timeline JMST 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: 163,063 shares; 2024Q4: 165,675 shares; 2025Q1: 158,397 shares; 2025Q2: 153,074 shares; 2025Q3: 130,305 shares; 2025Q4: 166,353 shares; 2026Q1: 131,763 shares 131,763 $6.72M 0.06% -34,590 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,679 shares; 2024Q4: 75,500 shares; 2025Q1: 85,085 shares; 2025Q2: 93,333 shares; 2025Q3: 107,464 shares; 2025Q4: 107,935 shares; 2026Q1: 109,054 shares 109,054 $6.7M 0.06% +1,119 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: 32,257 shares; 2024Q4: 250,146 shares; 2025Q1: 250,418 shares; 2025Q2: 240,841 shares; 2025Q3: 233,312 shares; 2025Q4: 242,210 shares; 2026Q1: 227,934 shares 227,934 $6.64M 0.06% -14,276 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,086 shares 61,086 $6.61M 0.06% new 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: 18,716 shares; 2024Q4: 22,168 shares; 2025Q1: 24,240 shares; 2025Q2: 13,887 shares; 2025Q3: 15,755 shares; 2025Q4: 16,442 shares; 2026Q1: 14,644 shares 14,644 $6.54M 0.05% -1,798 Timeline LADR LADDER CAP CORP More: the full row for LADDER CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 376,784 shares; 2024Q4: 461,868 shares; 2025Q1: 520,624 shares; 2025Q2: 571,099 shares; 2025Q3: 658,015 shares; 2025Q4: 660,814 shares; 2026Q1: 667,579 shares 667,579 $6.52M 0.05% +6,765 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: 56,097 shares; 2024Q4: 89,751 shares; 2025Q1: 75,643 shares; 2025Q2: 75,224 shares; 2025Q3: 76,529 shares; 2025Q4: 77,958 shares; 2026Q1: 70,042 shares 70,042 $6.5M 0.05% -7,916 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,918 shares; 2024Q4: 202,050 shares; 2025Q1: 199,075 shares; 2025Q2: 160,024 shares; 2025Q3: 141,683 shares; 2025Q4: 131,598 shares; 2026Q1: 131,157 shares 131,157 $6.49M 0.05% -441 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,741 shares; 2024Q4: 33,918 shares; 2025Q1: 38,950 shares; 2025Q2: 42,634 shares; 2025Q3: 68,727 shares; 2025Q4: 69,434 shares; 2026Q1: 70,360 shares 70,360 $6.49M 0.05% +926 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,896 shares; 2024Q4: 169,699 shares; 2025Q1: 160,223 shares; 2025Q2: 165,093 shares; 2025Q3: 169,130 shares; 2025Q4: 168,290 shares; 2026Q1: 158,751 shares 158,751 $6.48M 0.05% -9,539 Timeline VLUE 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: 54,372 shares; 2024Q4: 52,909 shares; 2025Q1: 46,278 shares; 2025Q2: 45,820 shares; 2025Q3: 45,684 shares; 2025Q4: 45,253 shares; 2026Q1: 45,414 shares 45,414 $6.46M 0.05% +161 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM 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: not reported; 2026Q1: 47,894 shares 47,894 $6.45M 0.05% new 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: 5,426 shares; 2024Q4: 5,665 shares; 2025Q1: 5,792 shares; 2025Q2: 9,887 shares; 2025Q3: 8,930 shares; 2025Q4: 38,506 shares; 2026Q1: 35,323 shares 35,323 $6.44M 0.05% -3,183 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: 11,500 shares; 2024Q4: 28,179 shares; 2025Q1: 30,363 shares; 2025Q2: 31,963 shares; 2025Q3: 26,431 shares; 2025Q4: 24,955 shares; 2026Q1: 73,769 shares 73,769 $6.39M 0.05% +48,814 Timeline USLM UNITED STS LIME & MINERALS I More: the full row for UNITED STS LIME & MINERALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,672 shares; 2024Q4: 33,256 shares; 2025Q1: 37,411 shares; 2025Q2: 41,018 shares; 2025Q3: 47,185 shares; 2025Q4: 47,381 shares; 2026Q1: 47,860 shares 47,860 $6.25M 0.05% +479 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: 71,018 shares; 2024Q4: 76,085 shares; 2025Q1: 75,101 shares; 2025Q2: 51,428 shares; 2025Q3: 50,311 shares; 2025Q4: 99,040 shares; 2026Q1: 101,140 shares 101,140 $6.2M 0.05% +2,100 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: 334 shares; 2024Q4: 404 shares; 2025Q1: 278 shares; 2025Q2: 338 shares; 2025Q3: 330 shares; 2025Q4: 346 shares; 2026Q1: 1,462 shares 1,462 $6.16M 0.05% +1,116 Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261,009 shares; 2024Q4: 162,300 shares; 2025Q1: 160,550 shares; 2025Q2: 158,247 shares; 2025Q3: 155,113 shares; 2025Q4: 151,743 shares; 2026Q1: 149,482 shares 149,482 $6.05M 0.05% -2,261 Timeline LQD 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: 6,637 shares; 2024Q4: 55,727 shares; 2025Q1: 70,915 shares; 2025Q2: 52,065 shares; 2025Q3: 42,600 shares; 2025Q4: 48,456 shares; 2026Q1: 55,389 shares 55,389 $6.04M 0.05% +6,933 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: 47,665 shares; 2024Q4: 400,083 shares; 2025Q1: 97,492 shares; 2025Q2: 104,617 shares; 2025Q3: 102,219 shares; 2025Q4: 100,132 shares; 2026Q1: 78,367 shares 78,367 $5.96M 0.05% -21,765 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: 126,185 shares; 2024Q4: 139,150 shares; 2025Q1: 152,660 shares; 2025Q2: 8,048 shares; 2025Q3: 8,224 shares; 2025Q4: 48,888 shares; 2026Q1: 45,046 shares 45,046 $5.95M 0.05% -3,842 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: 6,516 shares; 2024Q4: 7,078 shares; 2025Q1: 105,903 shares; 2025Q2: 96,068 shares; 2025Q3: 7,574 shares; 2025Q4: 7,974 shares; 2026Q1: 31,202 shares 31,202 $5.92M 0.05% +23,228 Timeline KOMP 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: 77,184 shares; 2024Q4: 81,245 shares; 2025Q1: 85,200 shares; 2025Q2: 92,470 shares; 2025Q3: 95,090 shares; 2025Q4: 99,277 shares; 2026Q1: 100,466 shares 100,466 $5.88M 0.05% +1,189 Timeline ILCG 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: 85,050 shares; 2024Q4: 63,990 shares; 2025Q1: 63,411 shares; 2025Q2: 63,303 shares; 2025Q3: 61,792 shares; 2025Q4: 61,513 shares; 2026Q1: 61,158 shares 61,158 $5.84M 0.05% -355 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: not reported; 2024Q4: 182,201 shares; 2025Q1: 160,537 shares; 2025Q2: 128,662 shares; 2025Q3: 126,973 shares; 2025Q4: 126,388 shares; 2026Q1: 123,886 shares 123,886 $5.82M 0.05% -2,502 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,191 shares; 2024Q4: 30,566 shares; 2025Q1: 56,063 shares; 2025Q2: 67,557 shares; 2025Q3: 80,211 shares; 2025Q4: 84,565 shares; 2026Q1: 97,369 shares 97,369 $5.75M 0.05% +12,804 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: 17,094 shares; 2024Q4: 20,685 shares; 2025Q1: 21,721 shares; 2025Q2: 22,289 shares; 2025Q3: 22,733 shares; 2025Q4: 23,741 shares; 2026Q1: 21,756 shares 21,756 $5.7M 0.05% -1,985 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: 19,986 shares; 2024Q4: 22,169 shares; 2025Q1: 22,112 shares; 2025Q2: 22,130 shares; 2025Q3: 24,531 shares; 2025Q4: 117,814 shares; 2026Q1: 22,930 shares 22,930 $5.69M 0.05% -94,884 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: 629 shares; 2024Q4: 9,962 shares; 2025Q1: 9,976 shares; 2025Q2: 12,792 shares; 2025Q3: 11,587 shares; 2025Q4: 12,220 shares; 2026Q1: 10,097 shares 10,097 $5.67M 0.05% -2,123 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: 16,374 shares; 2024Q4: 30,864 shares; 2025Q1: 32,060 shares; 2025Q2: 36,679 shares; 2025Q3: 36,951 shares; 2025Q4: 37,986 shares; 2026Q1: 34,152 shares 34,152 $5.65M 0.05% -3,834 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,392 shares; 2024Q4: 4,173 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 77,529 shares 77,529 $5.64M 0.05% new Timeline ESGU 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: 40,290 shares; 2024Q4: 43,046 shares; 2025Q1: 40,967 shares; 2025Q2: 40,940 shares; 2025Q3: 41,224 shares; 2025Q4: 40,915 shares; 2026Q1: 39,813 shares 39,813 $5.63M 0.05% -1,102 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: 27,276 shares; 2024Q4: 30,533 shares; 2025Q1: 33,247 shares; 2025Q2: 35,193 shares; 2025Q3: 36,787 shares; 2025Q4: 37,581 shares; 2026Q1: 12,932 shares 12,932 $5.59M 0.05% -24,649 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: 13,185 shares; 2024Q4: 18,356 shares; 2025Q1: 31,674 shares; 2025Q2: 41,850 shares; 2025Q3: 46,869 shares; 2025Q4: 46,321 shares; 2026Q1: 62,181 shares 62,181 $5.57M 0.05% +15,860 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 40,653 shares; 2025Q4: 68,338 shares; 2026Q1: 70,473 shares 70,473 $5.46M 0.05% +2,135 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: 10,987 shares; 2024Q4: 12,247 shares; 2025Q1: 1,006 shares; 2025Q2: 1,000 shares; 2025Q3: 12,914 shares; 2025Q4: 13,926 shares; 2026Q1: 12,473 shares 12,473 $5.45M 0.05% -1,453 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: not reported; 2025Q1: not reported; 2025Q2: 91,145 shares; 2025Q3: 105,660 shares; 2025Q4: 126,733 shares; 2026Q1: 137,987 shares 137,987 $5.45M 0.05% +11,254 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: 162,306 shares; 2024Q4: 168,021 shares; 2025Q1: 171,769 shares; 2025Q2: 109,576 shares; 2025Q3: 92,593 shares; 2025Q4: 87,305 shares; 2026Q1: 85,478 shares 85,478 $5.35M 0.04% -1,827 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,714 shares; 2024Q4: 183,805 shares; 2025Q1: 181,759 shares; 2025Q2: 177,863 shares; 2025Q3: 174,286 shares; 2025Q4: 173,868 shares; 2026Q1: 169,698 shares 169,698 $5.3M 0.04% -4,170 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,408 shares; 2025Q2: 32,266 shares; 2025Q3: 37,148 shares; 2025Q4: 37,301 shares; 2026Q1: 37,675 shares 37,675 $5.23M 0.04% +374 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: 6,733 shares; 2024Q4: 10,695 shares; 2025Q1: 11,628 shares; 2025Q2: 13,901 shares; 2025Q3: 12,654 shares; 2025Q4: 14,882 shares; 2026Q1: 10,367 shares 10,367 $5.18M 0.04% -4,515 Timeline WINA WINMARK CORP More: the full row for WINMARK CORP 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: 11,989 shares; 2026Q1: 12,103 shares 12,103 $5.17M 0.04% +114 Timeline MTRN MATERION CORP More: the full row for MATERION CORP 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: 35,624 shares 35,624 $5.15M 0.04% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,632 shares; 2025Q2: 3,937 shares; 2025Q3: 3,055 shares; 2025Q4: 4,521 shares; 2026Q1: 83,217 shares 83,217 $5.11M 0.04% +78,696 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: 197,835 shares; 2024Q4: 120,240 shares; 2025Q1: 134,320 shares; 2025Q2: 133,473 shares; 2025Q3: 129,998 shares; 2025Q4: 120,636 shares; 2026Q1: 131,355 shares 131,355 $5.1M 0.04% +10,719 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: 649 shares; 2024Q4: 718 shares; 2025Q1: 880 shares; 2025Q2: 877 shares; 2025Q3: 938 shares; 2025Q4: 1,042 shares; 2026Q1: 5,693 shares 5,693 $5.1M 0.04% +4,651 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: 1,305 shares; 2024Q4: 3,406 shares; 2025Q1: 5,142 shares; 2025Q2: 5,295 shares; 2025Q3: 5,153 shares; 2025Q4: 5,163 shares; 2026Q1: 17,708 shares 17,708 $5.02M 0.04% +12,545 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: 7,696 shares; 2024Q4: 8,516 shares; 2025Q1: 7,569 shares; 2025Q2: 7,930 shares; 2025Q3: 7,984 shares; 2025Q4: 8,917 shares; 2026Q1: 36,896 shares 36,896 $5.02M 0.04% +27,979 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,750 shares; 2025Q4: 2,634 shares; 2026Q1: 18,515 shares 18,515 $5.01M 0.04% +15,881 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: 46,185 shares; 2024Q4: 51,074 shares; 2025Q1: 53,598 shares; 2025Q2: 51,858 shares; 2025Q3: 49,610 shares; 2025Q4: 50,910 shares; 2026Q1: 44,147 shares 44,147 $4.99M 0.04% -6,763 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: 33,486 shares; 2024Q4: 54,268 shares; 2025Q1: 50,499 shares; 2025Q2: 49,740 shares; 2025Q3: 50,214 shares; 2025Q4: 48,759 shares; 2026Q1: 51,363 shares 51,363 $4.99M 0.04% +2,604 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: 20,283 shares; 2024Q4: 28,213 shares; 2025Q1: 43,740 shares; 2025Q2: 60,794 shares; 2025Q3: 69,226 shares; 2025Q4: 74,477 shares; 2026Q1: 84,094 shares 84,094 $4.98M 0.04% +9,617 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: 1,146 shares; 2024Q4: 19,879 shares; 2025Q1: 21,197 shares; 2025Q2: 25,251 shares; 2025Q3: 12,610 shares; 2025Q4: 22,928 shares; 2026Q1: 49,283 shares 49,283 $4.96M 0.04% +26,355 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: 18,222 shares; 2024Q4: 41,552 shares; 2025Q1: 27,891 shares; 2025Q2: 33,913 shares; 2025Q3: 34,570 shares; 2025Q4: 34,525 shares; 2026Q1: 37,537 shares 37,537 $4.95M 0.04% +3,012 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,851 shares; 2024Q4: 2,218 shares; 2025Q1: 3,079 shares; 2025Q2: 5,032 shares; 2025Q3: 4,946 shares; 2025Q4: 5,087 shares; 2026Q1: 22,777 shares 22,777 $4.93M 0.04% +17,690 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: 36,968 shares; 2024Q4: 73,546 shares; 2025Q1: 74,940 shares; 2025Q2: 79,392 shares; 2025Q3: 112,780 shares; 2025Q4: 114,208 shares; 2026Q1: 114,751 shares 114,751 $4.84M 0.04% +543 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 876 shares; 2025Q3: 1,208 shares; 2025Q4: 23,343 shares; 2026Q1: 27,742 shares 27,742 $4.84M 0.04% +4,399 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 1,322 shares; 2025Q1: 1,428 shares; 2025Q2: 1,497 shares; 2025Q3: 1,412 shares; 2025Q4: 1,378 shares; 2026Q1: 14,884 shares 14,884 $4.8M 0.04% +13,506 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,197 shares; 2024Q4: 78,618 shares; 2025Q1: 87,296 shares; 2025Q2: 94,685 shares; 2025Q3: 97,766 shares; 2025Q4: 100,882 shares; 2026Q1: 27,594 shares 27,594 $4.79M 0.04% -73,288 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: 9,476 shares; 2024Q4: 13,440 shares; 2025Q1: 14,542 shares; 2025Q2: 14,994 shares; 2025Q3: 15,035 shares; 2025Q4: 15,388 shares; 2026Q1: 16,385 shares 16,385 $4.71M 0.04% +997 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: 12,078 shares; 2024Q4: 12,010 shares; 2025Q1: 12,422 shares; 2025Q2: 16,235 shares; 2025Q3: 14,814 shares; 2025Q4: 15,060 shares; 2026Q1: 65,442 shares 65,442 $4.7M 0.04% +50,382 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER 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: 22,713 shares; 2026Q1: 22,063 shares 22,063 $4.68M 0.04% -650 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: 21,718 shares; 2024Q4: 24,717 shares; 2025Q1: 4,631 shares; 2025Q2: 7,390 shares; 2025Q3: 5,976 shares; 2025Q4: 5,127 shares; 2026Q1: 19,168 shares 19,168 $4.66M 0.04% +14,041 Timeline DCI DONALDSON INC More: the full row for DONALDSON 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: 54,035 shares; 2026Q1: 54,570 shares 54,570 $4.63M 0.04% +535 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: 43,796 shares; 2024Q4: 43,526 shares; 2025Q1: 42,520 shares; 2025Q2: 42,460 shares; 2025Q3: 42,488 shares; 2025Q4: 42,411 shares; 2026Q1: 40,334 shares 40,334 $4.58M 0.04% -2,077 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 192,023 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 212,945 shares 212,945 $4.49M 0.04% new Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262,810 shares; 2024Q4: 339,750 shares; 2025Q1: 346,098 shares; 2025Q2: 385,467 shares; 2025Q3: 402,467 shares; 2025Q4: 500,752 shares; 2026Q1: 529,779 shares 529,779 $4.49M 0.04% +29,027 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: 6,037 shares; 2024Q4: 14,160 shares; 2025Q1: 16,301 shares; 2025Q2: 14,853 shares; 2025Q3: 13,498 shares; 2025Q4: 13,833 shares; 2026Q1: 15,606 shares 15,606 $4.48M 0.04% +1,773 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: not reported; 2025Q4: 151,525 shares; 2026Q1: 151,964 shares 151,964 $4.47M 0.04% +439 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 635,357 shares; 2024Q4: 223,642 shares; 2025Q1: 206,272 shares; 2025Q2: 194,878 shares; 2025Q3: 162,629 shares; 2025Q4: 124,672 shares; 2026Q1: 88,582 shares 88,582 $4.46M 0.04% -36,090 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: 1,677 shares; 2024Q4: 3,706 shares; 2025Q1: 4,705 shares; 2025Q2: 5,462 shares; 2025Q3: 14,738 shares; 2025Q4: 20,204 shares; 2026Q1: 10,669 shares 10,669 $4.45M 0.04% -9,535 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,193 shares; 2024Q4: 6,167 shares; 2025Q1: 6,990 shares; 2025Q2: 7,390 shares; 2025Q3: 7,224 shares; 2025Q4: 7,696 shares; 2026Q1: 33,224 shares 33,224 $4.35M 0.04% +25,528 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: 26,060 shares; 2024Q4: 60,617 shares; 2025Q1: 55,006 shares; 2025Q2: 1,997,064 shares; 2025Q3: 2,108,714 shares; 2025Q4: 49,629 shares; 2026Q1: 48,007 shares 48,007 $4.35M 0.04% -1,622 Timeline FENI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,180 shares; 2025Q4: 13,564 shares; 2026Q1: 116,156 shares 116,156 $4.32M 0.04% +102,592 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER 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: 43,641 shares; 2025Q3: 102,484 shares; 2025Q4: 129,772 shares; 2026Q1: 177,729 shares 177,729 $4.3M 0.04% +47,957 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: 4,895 shares; 2024Q4: 11,825 shares; 2025Q1: 14,385 shares; 2025Q2: 14,045 shares; 2025Q3: 11,742 shares; 2025Q4: 13,794 shares; 2026Q1: 12,536 shares 12,536 $4.3M 0.04% -1,258 Timeline FTCS 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: 45,422 shares; 2024Q4: 46,000 shares; 2025Q1: 46,914 shares; 2025Q2: 46,810 shares; 2025Q3: 48,884 shares; 2025Q4: 47,878 shares; 2026Q1: 46,042 shares 46,042 $4.27M 0.04% -1,836 Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,841 shares; 2024Q4: 122,394 shares; 2025Q1: 137,938 shares; 2025Q2: 151,398 shares; 2025Q3: 174,379 shares; 2025Q4: 175,360 shares; 2026Q1: 177,194 shares 177,194 $4.19M 0.04% +1,834 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: 3,560 shares; 2024Q4: 3,936 shares; 2025Q1: 5,089 shares; 2025Q2: 5,206 shares; 2025Q3: 5,358 shares; 2025Q4: 5,498 shares; 2026Q1: 5,997 shares 5,997 $4.18M 0.04% +499 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,838 shares; 2024Q4: 83,676 shares; 2025Q1: 85,446 shares; 2025Q2: 90,493 shares; 2025Q3: 96,323 shares; 2025Q4: 117,236 shares; 2026Q1: 118,131 shares 118,131 $4.17M 0.04% +895 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: 53,479 shares; 2024Q4: 82,318 shares; 2025Q1: 82,086 shares; 2025Q2: 78,704 shares; 2025Q3: 77,991 shares; 2025Q4: 78,550 shares; 2026Q1: 84,885 shares 84,885 $4.15M 0.03% +6,335 Timeline EFG 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: 42,096 shares; 2024Q4: 123,326 shares; 2025Q1: 121,718 shares; 2025Q2: 126,244 shares; 2025Q3: 42,893 shares; 2025Q4: 42,004 shares; 2026Q1: 37,069 shares 37,069 $4.13M 0.03% -4,935 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,281 shares; 2024Q4: 27,228 shares; 2025Q1: 2,990 shares; 2025Q2: 3,068 shares; 2025Q3: 3,061 shares; 2025Q4: 3,231 shares; 2026Q1: 8,710 shares 8,710 $4.12M 0.03% +5,479 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: 2,613 shares; 2024Q4: 2,857 shares; 2025Q1: 1,492 shares; 2025Q2: 2,441 shares; 2025Q3: 4,889 shares; 2025Q4: 5,480 shares; 2026Q1: 15,127 shares 15,127 $4.04M 0.03% +9,647 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,306 shares 6,306 $4.01M 0.03% new Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE 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: not reported; 2026Q1: 40,132 shares 40,132 $3.99M 0.03% new Timeline ISCV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,329 shares; 2025Q3: 51,082 shares; 2025Q4: 55,773 shares; 2026Q1: 57,300 shares 57,300 $3.98M 0.03% +1,527 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: 57,657 shares; 2024Q4: 133,573 shares; 2025Q1: 167,442 shares; 2025Q2: 162,134 shares; 2025Q3: 159,798 shares; 2025Q4: 160,169 shares; 2026Q1: 160,079 shares 160,079 $3.96M 0.03% -90 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: 3,497 shares; 2024Q4: 3,486 shares; 2025Q1: 3,590 shares; 2025Q2: 3,629 shares; 2025Q3: 3,648 shares; 2025Q4: 3,730 shares; 2026Q1: 14,256 shares 14,256 $3.96M 0.03% +10,526 Timeline BALT 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: 232,706 shares; 2026Q1: 118,076 shares 118,076 $3.95M 0.03% -114,630 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: 24,582 shares; 2024Q4: 31,260 shares; 2025Q1: 31,279 shares; 2025Q2: 31,128 shares; 2025Q3: 60,951 shares; 2025Q4: 60,734 shares; 2026Q1: 85,691 shares 85,691 $3.94M 0.03% +24,957 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: 17,636 shares; 2024Q4: 29,769 shares; 2025Q1: 33,428 shares; 2025Q2: 34,935 shares; 2025Q3: 34,941 shares; 2025Q4: 49,582 shares; 2026Q1: 50,101 shares 50,101 $3.93M 0.03% +519 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,714 shares; 2024Q4: 75,507 shares; 2025Q1: 74,783 shares; 2025Q2: 71,907 shares; 2025Q3: 69,451 shares; 2025Q4: 68,846 shares; 2026Q1: 67,901 shares 67,901 $3.84M 0.03% -945 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,738 shares 9,738 $3.81M 0.03% new Timeline XFIV BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 45,294 shares; 2025Q3: 52,731 shares; 2025Q4: 74,892 shares; 2026Q1: 76,491 shares 76,491 $3.76M 0.03% +1,599 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: 11,575 shares; 2024Q4: 65,304 shares; 2025Q1: 68,163 shares; 2025Q2: 53,064 shares; 2025Q3: 42,178 shares; 2025Q4: 40,370 shares; 2026Q1: 45,375 shares 45,375 $3.75M 0.03% +5,005 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: 16,619 shares; 2024Q4: 82,681 shares; 2025Q1: 84,382 shares; 2025Q2: 82,617 shares; 2025Q3: 81,441 shares; 2025Q4: 81,509 shares; 2026Q1: 72,189 shares 72,189 $3.75M 0.03% -9,320 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS 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: 34,477 shares; 2025Q3: 34,399 shares; 2025Q4: 68,633 shares; 2026Q1: 33,633 shares 33,633 $3.74M 0.03% -35,000 Timeline DGRW 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: 3,987 shares; 2024Q4: 9,539 shares; 2025Q1: 5,888 shares; 2025Q2: 5,517 shares; 2025Q3: 9,848 shares; 2025Q4: 41,976 shares; 2026Q1: 41,771 shares 41,771 $3.67M 0.03% -205 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: 1,447 shares; 2024Q4: 2,288 shares; 2025Q1: 2,238 shares; 2025Q2: 2,145 shares; 2025Q3: 2,376 shares; 2025Q4: 2,090 shares; 2026Q1: 9,219 shares 9,219 $3.66M 0.03% +7,129 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,575 shares; 2024Q4: 34,903 shares; 2025Q1: 33,797 shares; 2025Q2: 31,087 shares; 2025Q3: not reported; 2025Q4: 375 shares; 2026Q1: 4,998 shares 4,998 $3.64M 0.03% +4,623 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,386 shares; 2024Q4: 15,030 shares; 2025Q1: 18,670 shares; 2025Q2: 17,275 shares; 2025Q3: 15,656 shares; 2025Q4: 13,369 shares; 2026Q1: 12,421 shares 12,421 $3.61M 0.03% -948 Timeline BSCT 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: 2,162,775 shares; 2024Q4: 2,715,053 shares; 2025Q1: 3,049,470 shares; 2025Q2: 3,228,386 shares; 2025Q3: 3,487,529 shares; 2025Q4: 3,667,652 shares; 2026Q1: 192,886 shares 192,886 $3.6M 0.03% -3,474,766 Timeline IEV 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: 62,318 shares; 2024Q4: 60,763 shares; 2025Q1: 57,229 shares; 2025Q2: 57,939 shares; 2025Q3: 57,924 shares; 2025Q4: 58,080 shares; 2026Q1: 52,801 shares 52,801 $3.59M 0.03% -5,279 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: 11,494 shares; 2024Q4: 13,815 shares; 2025Q1: 16,396 shares; 2025Q2: 17,344 shares; 2025Q3: 15,821 shares; 2025Q4: 16,787 shares; 2026Q1: 18,221 shares 18,221 $3.57M 0.03% +1,434 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: 47,783 shares; 2024Q4: 48,735 shares; 2025Q1: 48,760 shares; 2025Q2: 49,508 shares; 2025Q3: 46,791 shares; 2025Q4: 53,199 shares; 2026Q1: 44,753 shares 44,753 $3.54M 0.03% -8,446 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,972 shares; 2024Q4: 2,910 shares; 2025Q1: 4,411 shares; 2025Q2: 3,882 shares; 2025Q3: 3,539 shares; 2025Q4: 3,119 shares; 2026Q1: 16,672 shares 16,672 $3.48M 0.03% +13,553 Timeline XMHQ 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: not reported; 2024Q4: 24,026 shares; 2025Q1: 23,236 shares; 2025Q2: 33,613 shares; 2025Q3: 33,103 shares; 2025Q4: 33,250 shares; 2026Q1: 33,390 shares 33,390 $3.45M 0.03% +140 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,232 shares 55,232 $3.45M 0.03% new 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: 75,245 shares; 2024Q4: 131,476 shares; 2025Q1: 122,624 shares; 2025Q2: 121,548 shares; 2025Q3: 120,223 shares; 2025Q4: 118,494 shares; 2026Q1: 118,325 shares 118,325 $3.44M 0.03% -169 Timeline RSPG 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: 50 shares; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: 23,169 shares; 2025Q3: 26,402 shares; 2025Q4: 29,483 shares; 2026Q1: 31,376 shares 31,376 $3.43M 0.03% +1,893 Timeline JANB ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 83,253 shares; 2026Q1: 136,276 shares 136,276 $3.42M 0.03% +53,023 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: 2,852 shares; 2024Q4: 2,195 shares; 2025Q1: 5,014 shares; 2025Q2: 4,932 shares; 2025Q3: 4,903 shares; 2025Q4: 12,564 shares; 2026Q1: 30,701 shares 30,701 $3.39M 0.03% +18,137 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: 31,169 shares; 2024Q4: 35,376 shares; 2025Q1: 44,207 shares; 2025Q2: 55,281 shares; 2025Q3: 60,715 shares; 2025Q4: 62,690 shares; 2026Q1: 69,531 shares 69,531 $3.36M 0.03% +6,841 Timeline HYG 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: 1,617 shares; 2024Q4: 47,841 shares; 2025Q1: 58,547 shares; 2025Q2: 44,918 shares; 2025Q3: 35,562 shares; 2025Q4: 32,840 shares; 2026Q1: 41,210 shares 41,210 $3.28M 0.03% +8,370 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,294 shares; 2024Q4: 22,619 shares; 2025Q1: 23,676 shares; 2025Q2: 27,887 shares; 2025Q3: 23,918 shares; 2025Q4: 21,802 shares; 2026Q1: 61,765 shares 61,765 $3.26M 0.03% +39,963 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: 27,871 shares; 2024Q4: 33,742 shares; 2025Q1: 37,680 shares; 2025Q2: 36,492 shares; 2025Q3: 39,096 shares; 2025Q4: 52,710 shares; 2026Q1: 58,722 shares 58,722 $3.26M 0.03% +6,012 Timeline ESGD 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: 7,099 shares; 2024Q4: 35,992 shares; 2025Q1: 34,931 shares; 2025Q2: 33,843 shares; 2025Q3: 33,668 shares; 2025Q4: 33,464 shares; 2026Q1: 33,640 shares 33,640 $3.22M 0.03% +176 Timeline XOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 98,264 shares; 2026Q1: 85,664 shares 85,664 $3.19M 0.03% -12,600 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 15,192 shares; 2026Q1: 5,860 shares 5,860 $3.19M 0.03% -9,332 Timeline NOV NOV INC More: the full row for NOV 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: not reported; 2026Q1: 166,879 shares 166,879 $3.14M 0.03% new Timeline SLYV 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: 42,770 shares; 2024Q4: 38,343 shares; 2025Q1: 37,406 shares; 2025Q2: 37,002 shares; 2025Q3: 35,661 shares; 2025Q4: 37,427 shares; 2026Q1: 33,155 shares 33,155 $3.14M 0.03% -4,272 Timeline CRH CRH PLC More: the full row for CRH 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: 1,772 shares; 2026Q1: 29,327 shares 29,327 $3.08M 0.03% +27,555 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309 shares; 2024Q4: 8,830 shares; 2025Q1: 8,553 shares; 2025Q2: 8,547 shares; 2025Q3: 9,376 shares; 2025Q4: 8,838 shares; 2026Q1: 9,900 shares 9,900 $2.96M 0.02% +1,062 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL 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: not reported; 2026Q1: 159,986 shares 159,986 $2.95M 0.02% new 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: 20,409 shares; 2024Q4: 19,123 shares; 2025Q1: 19,339 shares; 2025Q2: 18,817 shares; 2025Q3: 16,206 shares; 2025Q4: 17,012 shares; 2026Q1: 15,876 shares 15,876 $2.93M 0.02% -1,136 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,335 shares; 2025Q2: 8,814 shares; 2025Q3: 11,842 shares; 2025Q4: 11,131 shares; 2026Q1: 14,878 shares 14,878 $2.92M 0.02% +3,747 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,300 shares; 2024Q4: 65,300 shares; 2025Q1: 65,300 shares; 2025Q2: 65,300 shares; 2025Q3: 65,300 shares; 2025Q4: 65,300 shares; 2026Q1: 65,300 shares 65,300 $2.89M 0.02% 0 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI 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: 29,493 shares; 2025Q4: not reported; 2026Q1: 30,649 shares 30,649 $2.88M 0.02% new 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: 638 shares; 2024Q4: 2,143 shares; 2025Q1: 2,455 shares; 2025Q2: 2,682 shares; 2025Q3: 2,272 shares; 2025Q4: 2,197 shares; 2026Q1: 2,176 shares 2,176 $2.87M 0.02% -21 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: 6,215 shares; 2024Q4: 10,555 shares; 2025Q1: 10,176 shares; 2025Q2: 12,614 shares; 2025Q3: 10,918 shares; 2025Q4: 11,729 shares; 2026Q1: 11,712 shares 11,712 $2.86M 0.02% -17 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,293 shares; 2024Q4: 3,633 shares; 2025Q1: 43,665 shares; 2025Q2: 56,888 shares; 2025Q3: 31,820 shares; 2025Q4: 32,629 shares; 2026Q1: 9,730 shares 9,730 $2.85M 0.02% -22,899 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: 5,253 shares; 2024Q4: 11,383 shares; 2025Q1: 8,359 shares; 2025Q2: 6,619 shares; 2025Q3: 84,108 shares; 2025Q4: 18,410 shares; 2026Q1: 21,433 shares 21,433 $2.85M 0.02% +3,023 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,582 shares; 2024Q4: 278,692 shares; 2025Q1: 152,001 shares; 2025Q2: 166,821 shares; 2025Q3: 192,181 shares; 2025Q4: 193,021 shares; 2026Q1: 194,996 shares 194,996 $2.82M 0.02% +1,975 Timeline USSG 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: not reported; 2024Q4: 29,238 shares; 2025Q1: 37,611 shares; 2025Q2: 48,089 shares; 2025Q3: 47,183 shares; 2025Q4: 46,781 shares; 2026Q1: 47,075 shares 47,075 $2.81M 0.02% +294 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: 60,759 shares; 2024Q4: 71,785 shares; 2025Q1: 46,949 shares; 2025Q2: 49,290 shares; 2025Q3: 16,234 shares; 2025Q4: 17,778 shares; 2026Q1: 14,112 shares 14,112 $2.8M 0.02% -3,666 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: 55,548 shares; 2026Q1: 51,197 shares 51,197 $2.71M 0.02% -4,351 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: 49,544 shares; 2024Q4: 55,263 shares; 2025Q1: 54,385 shares; 2025Q2: 54,401 shares; 2025Q3: 54,539 shares; 2025Q4: 54,816 shares; 2026Q1: 54,749 shares 54,749 $2.65M 0.02% -67 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,157 shares; 2024Q4: 7,716 shares; 2025Q1: 10,894 shares; 2025Q2: 13,242 shares; 2025Q3: 14,804 shares; 2025Q4: 15,943 shares; 2026Q1: 32,062 shares 32,062 $2.62M 0.02% +16,119 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,120 shares; 2024Q4: 57,617 shares; 2025Q1: 61,458 shares; 2025Q2: 64,841 shares; 2025Q3: 56,476 shares; 2025Q4: 56,698 shares; 2026Q1: 57,657 shares 57,657 $2.61M 0.02% +959 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: 8,232 shares; 2024Q4: 75,919 shares; 2025Q1: 13,951 shares; 2025Q2: 29,793 shares; 2025Q3: 30,231 shares; 2025Q4: 19,134 shares; 2026Q1: 68,736 shares 68,736 $2.6M 0.02% +49,602 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: 11,649 shares; 2024Q4: 40,985 shares; 2025Q1: 40,199 shares; 2025Q2: 40,810 shares; 2025Q3: 40,447 shares; 2025Q4: 41,083 shares; 2026Q1: 32,737 shares 32,737 $2.6M 0.02% -8,346 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,567 shares; 2024Q4: 32,178 shares; 2025Q1: 30,205 shares; 2025Q2: 28,320 shares; 2025Q3: 26,396 shares; 2025Q4: 24,275 shares; 2026Q1: 21,536 shares 21,536 $2.6M 0.02% -2,739 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: 4,532 shares; 2024Q4: 6,643 shares; 2025Q1: 13,062 shares; 2025Q2: 17,748 shares; 2025Q3: 20,793 shares; 2025Q4: 17,807 shares; 2026Q1: 21,756 shares 21,756 $2.57M 0.02% +3,949 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: 5,824 shares; 2024Q4: 27,082 shares; 2025Q1: 23,966 shares; 2025Q2: 21,405 shares; 2025Q3: 30,042 shares; 2025Q4: 31,527 shares; 2026Q1: 26,902 shares 26,902 $2.55M 0.02% -4,625 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,537 shares; 2024Q4: 18,911 shares; 2025Q1: 20,020 shares; 2025Q2: 21,978 shares; 2025Q3: 21,737 shares; 2025Q4: 71,949 shares; 2026Q1: 66,484 shares 66,484 $2.55M 0.02% -5,465 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: 33,075 shares; 2024Q4: 96,672 shares; 2025Q1: 95,628 shares; 2025Q2: 94,182 shares; 2025Q3: 92,893 shares; 2025Q4: 93,006 shares; 2026Q1: 82,136 shares 82,136 $2.54M 0.02% -10,870 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,750 shares; 2025Q3: 5,938 shares; 2025Q4: 45,230 shares; 2026Q1: 44,959 shares 44,959 $2.51M 0.02% -271 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: 27,354 shares; 2024Q4: 28,172 shares; 2025Q1: 26,282 shares; 2025Q2: 26,200 shares; 2025Q3: 26,171 shares; 2025Q4: 26,439 shares; 2026Q1: 22,876 shares 22,876 $2.51M 0.02% -3,563 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: 16,034 shares; 2024Q4: 27,481 shares; 2025Q1: 19,659 shares; 2025Q2: 20,958 shares; 2025Q3: 21,220 shares; 2025Q4: 26,084 shares; 2026Q1: 25,917 shares 25,917 $2.51M 0.02% -167 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,658 shares; 2025Q1: 14,053 shares; 2025Q2: 13,851 shares; 2025Q3: 15,081 shares; 2025Q4: 14,086 shares; 2026Q1: 144,039 shares 144,039 $2.48M 0.02% +129,953 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: 22,452 shares; 2024Q4: 288,113 shares; 2025Q1: 376,598 shares; 2025Q2: 37,000 shares; 2025Q3: 37,514 shares; 2025Q4: 50,034 shares; 2026Q1: 50,260 shares 50,260 $2.48M 0.02% +226 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,202 shares; 2025Q2: 6,191 shares; 2025Q3: 6,223 shares; 2025Q4: 6,144 shares; 2026Q1: 6,144 shares 6,144 $2.45M 0.02% 0 Timeline VYMI 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: 98 shares; 2024Q4: 98 shares; 2025Q1: 210 shares; 2025Q2: 210 shares; 2025Q3: 1,274 shares; 2025Q4: 2,591 shares; 2026Q1: 25,960 shares 25,960 $2.45M 0.02% +23,369 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: 4,547 shares; 2024Q4: 16,026 shares; 2025Q1: 16,398 shares; 2025Q2: 16,156 shares; 2025Q3: 15,290 shares; 2025Q4: 15,936 shares; 2026Q1: 15,944 shares 15,944 $2.44M 0.02% +8 Timeline FBCG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,151 shares; 2026Q1: 48,577 shares 48,577 $2.43M 0.02% +13,426 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: 32,522 shares; 2024Q4: 72,282 shares; 2025Q1: 42,173 shares; 2025Q2: 43,669 shares; 2025Q3: 44,670 shares; 2025Q4: 53,553 shares; 2026Q1: 72,394 shares 72,394 $2.43M 0.02% +18,841 Timeline SCHK 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: 36,891 shares; 2024Q4: 78,832 shares; 2025Q1: 75,700 shares; 2025Q2: 76,840 shares; 2025Q3: 75,125 shares; 2025Q4: 79,895 shares; 2026Q1: 76,590 shares 76,590 $2.4M 0.02% -3,305 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET 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: 29,349 shares; 2025Q4: 34,481 shares; 2026Q1: 79,932 shares 79,932 $2.4M 0.02% +45,451 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: 8,793 shares; 2024Q4: 16,112 shares; 2025Q1: 18,425 shares; 2025Q2: 19,189 shares; 2025Q3: 16,534 shares; 2025Q4: 16,888 shares; 2026Q1: 18,272 shares 18,272 $2.39M 0.02% +1,384 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241 shares; 2024Q4: 240 shares; 2025Q1: 236 shares; 2025Q2: 235 shares; 2025Q3: 1,327 shares; 2025Q4: 1,302 shares; 2026Q1: 1,270 shares 1,270 $2.39M 0.02% -32 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92,186 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 106,628 shares 106,628 $2.38M 0.02% new 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: 76 shares; 2024Q4: 1,294 shares; 2025Q1: 1,326 shares; 2025Q2: 1,401 shares; 2025Q3: 1,410 shares; 2025Q4: 1,472 shares; 2026Q1: 7,996 shares 7,996 $2.36M 0.02% +6,524 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,373 shares; 2024Q4: 61,966 shares; 2025Q1: 61,671 shares; 2025Q2: 61,102 shares; 2025Q3: 61,175 shares; 2025Q4: 61,329 shares; 2026Q1: 60,976 shares 60,976 $2.34M 0.02% -353 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,263 shares; 2024Q4: 92,139 shares; 2025Q1: 109,928 shares; 2025Q2: 40,821 shares; 2025Q3: 42,162 shares; 2025Q4: 33,982 shares; 2026Q1: 15,965 shares 15,965 $2.31M 0.02% -18,017 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: 28,389 shares; 2024Q4: 29,142 shares; 2025Q1: 27,593 shares; 2025Q2: 27,602 shares; 2025Q3: 25,968 shares; 2025Q4: 26,962 shares; 2026Q1: 26,072 shares 26,072 $2.31M 0.02% -890 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 2,188 shares; 2025Q1: 2,922 shares; 2025Q2: 2,712 shares; 2025Q3: 6,880 shares; 2025Q4: 6,839 shares; 2026Q1: 6,422 shares 6,422 $2.3M 0.02% -417 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,214 shares; 2024Q4: 166,110 shares; 2025Q1: 166,110 shares; 2025Q2: 166,110 shares; 2025Q3: 166,110 shares; 2025Q4: 165,727 shares; 2026Q1: 165,727 shares 165,727 $2.29M 0.02% 0 Timeline PHYS 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: 53,710 shares; 2024Q4: 56,140 shares; 2025Q1: 55,717 shares; 2025Q2: 58,351 shares; 2025Q3: 60,580 shares; 2025Q4: 64,692 shares; 2026Q1: 64,192 shares 64,192 $2.27M 0.02% -500 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: 3,007 shares; 2024Q4: 5,217 shares; 2025Q1: 5,575 shares; 2025Q2: 7,041 shares; 2025Q3: 8,354 shares; 2025Q4: 8,014 shares; 2026Q1: 7,662 shares 7,662 $2.26M 0.02% -352 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: 12,357 shares; 2024Q4: 26,298 shares; 2025Q1: 24,840 shares; 2025Q2: 28,911 shares; 2025Q3: 23,474 shares; 2025Q4: 26,634 shares; 2026Q1: 30,735 shares 30,735 $2.24M 0.02% +4,101 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: 43,098 shares; 2024Q4: 42,530 shares; 2025Q1: 42,539 shares; 2025Q2: 46,499 shares; 2025Q3: 41,596 shares; 2025Q4: 47,128 shares; 2026Q1: 48,646 shares 48,646 $2.21M 0.02% +1,518 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,515 shares; 2024Q4: 230,742 shares; 2025Q1: 231,115 shares; 2025Q2: 237,377 shares; 2025Q3: 249,124 shares; 2025Q4: 249,671 shares; 2026Q1: 265,136 shares 265,136 $2.16M 0.02% +15,465 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: 3,312 shares; 2024Q4: 11,094 shares; 2025Q1: 12,657 shares; 2025Q2: 12,777 shares; 2025Q3: 14,365 shares; 2025Q4: 13,333 shares; 2026Q1: 14,766 shares 14,766 $2.15M 0.02% +1,433 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: not reported; 2025Q4: 69,542 shares; 2026Q1: 79,353 shares 79,353 $2.15M 0.02% +9,811 Timeline IWV 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: 5,257 shares; 2024Q4: 5,659 shares; 2025Q1: 5,658 shares; 2025Q2: 5,662 shares; 2025Q3: 5,659 shares; 2025Q4: 5,719 shares; 2026Q1: 5,804 shares 5,804 $2.15M 0.02% +85 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: not reported; 2024Q4: 5,125 shares; 2025Q1: 2,942 shares; 2025Q2: 3,035 shares; 2025Q3: 3,245 shares; 2025Q4: 9,993 shares; 2026Q1: 9,318 shares 9,318 $2.15M 0.02% -675 Timeline IGRO 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: 19,151 shares; 2024Q4: 27,462 shares; 2025Q1: 27,702 shares; 2025Q2: 26,871 shares; 2025Q3: 24,347 shares; 2025Q4: 26,465 shares; 2026Q1: 25,596 shares 25,596 $2.14M 0.02% -869 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,913 shares; 2024Q4: 71,175 shares; 2025Q1: 71,680 shares; 2025Q2: 71,782 shares; 2025Q3: 72,517 shares; 2025Q4: 72,188 shares; 2026Q1: 72,608 shares 72,608 $2.14M 0.02% +420 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: 10,114 shares; 2024Q4: 10,902 shares; 2025Q1: 10,970 shares; 2025Q2: 10,363 shares; 2025Q3: 10,318 shares; 2025Q4: 10,537 shares; 2026Q1: 10,063 shares 10,063 $2.12M 0.02% -474 Timeline NULG 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: not reported; 2024Q4: 24,686 shares; 2025Q1: 24,314 shares; 2025Q2: 23,810 shares; 2025Q3: 23,416 shares; 2025Q4: 23,191 shares; 2026Q1: 22,806 shares 22,806 $2.07M 0.02% -385 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: 4,188 shares; 2024Q4: 4,820 shares; 2025Q1: 5,919 shares; 2025Q2: 6,985 shares; 2025Q3: 6,570 shares; 2025Q4: 7,323 shares; 2026Q1: 7,085 shares 7,085 $2.07M 0.02% -238 Timeline STIP 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: 38,667 shares; 2024Q4: 43,854 shares; 2025Q1: 71,503 shares; 2025Q2: 31,241 shares; 2025Q3: 34,817 shares; 2025Q4: 26,907 shares; 2026Q1: 19,631 shares 19,631 $2.03M 0.02% -7,276 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP 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: 85,270 shares 85,270 $2.02M 0.02% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,947 shares; 2024Q4: 5,994 shares; 2025Q1: 7,323 shares; 2025Q2: 8,642 shares; 2025Q3: 8,846 shares; 2025Q4: 9,418 shares; 2026Q1: 9,185 shares 9,185 $2.01M 0.02% -233 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: 27,872 shares; 2024Q4: 28,685 shares; 2025Q1: 31,566 shares; 2025Q2: 32,759 shares; 2025Q3: 33,780 shares; 2025Q4: 35,997 shares; 2026Q1: 25,155 shares 25,155 $2M 0.02% -10,842 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: 4,991,709 shares; 2024Q4: 98,828 shares; 2025Q1: 94,956 shares; 2025Q2: 95,927 shares; 2025Q3: 94,435 shares; 2025Q4: 100,612 shares; 2026Q1: 101,559 shares 101,559 $1.98M 0.02% +947 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,209 shares; 2024Q4: 6,265 shares; 2025Q1: 6,290 shares; 2025Q2: 6,521 shares; 2025Q3: 6,515 shares; 2025Q4: 6,464 shares; 2026Q1: 6,532 shares 6,532 $1.97M 0.02% +68 Timeline AIRR 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: 9,503 shares; 2024Q4: 11,213 shares; 2025Q1: 10,614 shares; 2025Q2: 10,299 shares; 2025Q3: 10,804 shares; 2025Q4: 15,171 shares; 2026Q1: 17,716 shares 17,716 $1.96M 0.02% +2,545 Timeline IEF 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: 2,335 shares; 2024Q4: 23,412 shares; 2025Q1: 30,336 shares; 2025Q2: 24,856 shares; 2025Q3: 20,718 shares; 2025Q4: 20,351 shares; 2026Q1: 20,021 shares 20,021 $1.91M 0.02% -330 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,727 shares; 2024Q4: 9,459 shares; 2025Q1: 12,596 shares; 2025Q2: 15,193 shares; 2025Q3: 11,445 shares; 2025Q4: 18,169 shares; 2026Q1: 16,959 shares 16,959 $1.91M 0.02% -1,210 Timeline IEI 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 shares; 2024Q4: 10,146 shares; 2025Q1: 18,718 shares; 2025Q2: 16,215 shares; 2025Q3: 12,531 shares; 2025Q4: 12,311 shares; 2026Q1: 15,903 shares 15,903 $1.89M 0.02% +3,592 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,996 shares; 2024Q4: 11,922 shares; 2025Q1: 21,396 shares; 2025Q2: 26,030 shares; 2025Q3: 26,807 shares; 2025Q4: 28,400 shares; 2026Q1: 25,923 shares 25,923 $1.88M 0.02% -2,477 Timeline IDV 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: 260 shares; 2024Q4: 260 shares; 2025Q1: 75 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 44,100 shares; 2026Q1: 44,100 shares 44,100 $1.88M 0.02% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,811 shares; 2025Q1: 19,464 shares; 2025Q2: 34,614 shares; 2025Q3: 40,260 shares; 2025Q4: 39,804 shares; 2026Q1: 49,008 shares 49,008 $1.87M 0.02% +9,204 Timeline FTSM 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: 16,868 shares; 2024Q4: 16,840 shares; 2025Q1: 16,970 shares; 2025Q2: 17,085 shares; 2025Q3: 137,968 shares; 2025Q4: 249,451 shares; 2026Q1: 31,175 shares 31,175 $1.86M 0.02% -218,276 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: 724 shares; 2024Q4: 2,249 shares; 2025Q1: 2,160 shares; 2025Q2: 2,175 shares; 2025Q3: 2,586 shares; 2025Q4: 4,639 shares; 2026Q1: 4,860 shares 4,860 $1.86M 0.02% +221 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: 12,177 shares; 2024Q4: 13,597 shares; 2025Q1: 13,651 shares; 2025Q2: 13,834 shares; 2025Q3: 13,254 shares; 2025Q4: 13,313 shares; 2026Q1: 13,264 shares 13,264 $1.85M 0.02% -49 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,006 shares; 2024Q4: 23,533 shares; 2025Q1: 25,558 shares; 2025Q2: 27,653 shares; 2025Q3: 28,317 shares; 2025Q4: 8,580 shares; 2026Q1: 5,203 shares 5,203 $1.84M 0.02% -3,377 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: 28,030 shares; 2024Q4: 30,685 shares; 2025Q1: 28,484 shares; 2025Q2: 31,253 shares; 2025Q3: 14,344 shares; 2025Q4: 30,301 shares; 2026Q1: 27,683 shares 27,683 $1.8M 0.02% -2,618 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,776 shares; 2024Q4: 26,777 shares; 2025Q1: 26,777 shares; 2025Q2: 26,577 shares; 2025Q3: 26,377 shares; 2025Q4: 26,377 shares; 2026Q1: 26,377 shares 26,377 $1.8M 0.02% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,634 shares; 2024Q4: 69,378 shares; 2025Q1: 68,092 shares; 2025Q2: 66,664 shares; 2025Q3: 52,346 shares; 2025Q4: 67,901 shares; 2026Q1: 67,550 shares 67,550 $1.77M 0.01% -351 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,262 shares; 2024Q4: 7,096 shares; 2025Q1: 7,372 shares; 2025Q2: 7,490 shares; 2025Q3: 3,400 shares; 2025Q4: 7,128 shares; 2026Q1: 6,431 shares 6,431 $1.75M 0.01% -697 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: 10,978 shares; 2024Q4: 11,786 shares; 2025Q1: 12,260 shares; 2025Q2: 11,505 shares; 2025Q3: 11,602 shares; 2025Q4: 27,978 shares; 2026Q1: 27,857 shares 27,857 $1.74M 0.01% -121 Timeline EQWL 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: 771 shares; 2024Q4: 771 shares; 2025Q1: 771 shares; 2025Q2: 861 shares; 2025Q3: 1,915 shares; 2025Q4: 15,163 shares; 2026Q1: 15,055 shares 15,055 $1.73M 0.01% -108 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: 9,812 shares; 2024Q4: 11,998 shares; 2025Q1: 9,249 shares; 2025Q2: 9,297 shares; 2025Q3: 9,103 shares; 2025Q4: 9,100 shares; 2026Q1: 11,431 shares 11,431 $1.73M 0.01% +2,331 Timeline MDYV 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: 30,195 shares; 2024Q4: 26,122 shares; 2025Q1: 23,813 shares; 2025Q2: 23,184 shares; 2025Q3: 22,674 shares; 2025Q4: 21,781 shares; 2026Q1: 20,262 shares 20,262 $1.73M 0.01% -1,519 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: 11,491 shares; 2024Q4: 11,367 shares; 2025Q1: 12,021 shares; 2025Q2: 11,852 shares; 2025Q3: 12,636 shares; 2025Q4: 12,021 shares; 2026Q1: 11,747 shares 11,747 $1.71M 0.01% -274 Timeline IYW 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: 3,642 shares; 2024Q4: 6,256 shares; 2025Q1: 8,462 shares; 2025Q2: 7,543 shares; 2025Q3: 9,233 shares; 2025Q4: 9,670 shares; 2026Q1: 9,376 shares 9,376 $1.7M 0.01% -294 Timeline BSCS 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: 1,326,492 shares; 2024Q4: 1,693,856 shares; 2025Q1: 1,885,496 shares; 2025Q2: 205,329 shares; 2025Q3: 83,922 shares; 2025Q4: 84,099 shares; 2026Q1: 82,887 shares 82,887 $1.69M 0.01% -1,212 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: 3,464 shares; 2024Q4: 17,132 shares; 2025Q1: 16,230 shares; 2025Q2: 13,676 shares; 2025Q3: 13,760 shares; 2025Q4: 13,949 shares; 2026Q1: 13,742 shares 13,742 $1.67M 0.01% -207 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: 7,738 shares; 2024Q4: 37,489 shares; 2025Q1: 44,552 shares; 2025Q2: 35,488 shares; 2025Q3: 27,233 shares; 2025Q4: 16,677 shares; 2026Q1: 13,737 shares 13,737 $1.66M 0.01% -2,940 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: 9,791 shares; 2024Q4: 9,851 shares; 2025Q1: 21,964 shares; 2025Q2: 22,103 shares; 2025Q3: 32,250 shares; 2025Q4: 33,230 shares; 2026Q1: 32,890 shares 32,890 $1.66M 0.01% -340 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,240 shares; 2024Q4: 25,129 shares; 2025Q1: 24,534 shares; 2025Q2: 24,413 shares; 2025Q3: 24,395 shares; 2025Q4: 24,379 shares; 2026Q1: 23,677 shares 23,677 $1.66M 0.01% -702 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,737 shares; 2024Q4: 1,944 shares; 2025Q1: 5,486 shares; 2025Q2: 5,416 shares; 2025Q3: 4,904 shares; 2025Q4: 4,923 shares; 2026Q1: 4,884 shares 4,884 $1.63M 0.01% -39 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: 5,873 shares; 2024Q4: 6,926 shares; 2025Q1: 6,627 shares; 2025Q2: 7,002 shares; 2025Q3: 10,172 shares; 2025Q4: 32,065 shares; 2026Q1: 32,495 shares 32,495 $1.62M 0.01% +430 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: 77,941 shares; 2024Q4: 74,503 shares; 2025Q1: 77,797 shares; 2025Q2: 78,609 shares; 2025Q3: 77,732 shares; 2025Q4: 82,227 shares; 2026Q1: 82,515 shares 82,515 $1.62M 0.01% +288 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: 9,927 shares; 2024Q4: 24,862 shares; 2025Q1: 13,234 shares; 2025Q2: 11,963 shares; 2025Q3: 11,606 shares; 2025Q4: 17,216 shares; 2026Q1: 15,168 shares 15,168 $1.62M 0.01% -2,048 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,218 shares; 2024Q4: 2,647 shares; 2025Q1: 3,699 shares; 2025Q2: 5,620 shares; 2025Q3: 6,634 shares; 2025Q4: 5,519 shares; 2026Q1: 5,142 shares 5,142 $1.62M 0.01% -377 Timeline