MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,453,268 shares; 2024Q4: 7,458,464 shares; 2025Q1: 7,716,979 shares; 2025Q2: 7,944,594 shares; 2025Q3: 8,503,196 shares; 2025Q4: 8,590,832 shares; 2026Q1: 8,486,761 shares 8,486,761 $3.12B 6.36% -104,071 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,969,433 shares; 2024Q4: 14,337,204 shares; 2025Q1: 14,804,596 shares; 2025Q2: 15,182,180 shares; 2025Q3: 15,118,241 shares; 2025Q4: 15,430,686 shares; 2026Q1: 15,596,695 shares 15,596,695 $2.26B 4.61% +166,009 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: 3,152,399 shares; 2024Q4: 3,139,131 shares; 2025Q1: 3,152,657 shares; 2025Q2: 3,261,402 shares; 2025Q3: 3,358,967 shares; 2025Q4: 3,462,284 shares; 2026Q1: 3,723,036 shares 3,723,036 $2.22B 4.54% +260,752 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: 4,895,147 shares; 2024Q4: 5,521,811 shares; 2025Q1: 5,534,098 shares; 2025Q2: 5,639,595 shares; 2025Q3: 5,744,882 shares; 2025Q4: 5,782,913 shares; 2026Q1: 5,856,371 shares 5,856,371 $1.02B 2.08% +73,458 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,701,838 shares; 2024Q4: 7,189,132 shares; 2025Q1: 7,384,649 shares; 2025Q2: 7,746,618 shares; 2025Q3: 8,360,636 shares; 2025Q4: 8,947,720 shares; 2026Q1: 9,660,644 shares 9,660,644 $972M 1.98% +712,924 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,817,544 shares; 2024Q4: 3,998,206 shares; 2025Q1: 4,174,765 shares; 2025Q2: 4,360,477 shares; 2025Q3: 4,266,021 shares; 2025Q4: 4,379,433 shares; 2026Q1: 4,079,001 shares 4,079,001 $886M 1.81% -300,432 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: 3,653,982 shares; 2024Q4: 3,930,680 shares; 2025Q1: 4,103,054 shares; 2025Q2: 4,264,948 shares; 2025Q3: 4,414,845 shares; 2025Q4: 4,524,777 shares; 2026Q1: 4,333,382 shares 4,333,382 $799M 1.63% -191,395 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: 7,566,181 shares; 2024Q4: 7,356,180 shares; 2025Q1: 7,388,945 shares; 2025Q2: 7,582,462 shares; 2025Q3: 8,040,639 shares; 2025Q4: 8,364,991 shares; 2026Q1: 8,778,321 shares 8,778,321 $795M 1.62% +413,330 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: 2,561,493 shares; 2024Q4: 2,584,301 shares; 2025Q1: 2,631,980 shares; 2025Q2: 2,830,002 shares; 2025Q3: 2,766,377 shares; 2025Q4: 2,908,985 shares; 2026Q1: 2,983,516 shares 2,983,516 $757M 1.54% +74,531 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: 1,559,541 shares; 2024Q4: 1,663,502 shares; 2025Q1: 1,681,055 shares; 2025Q2: 1,785,505 shares; 2025Q3: 1,856,465 shares; 2025Q4: 1,906,714 shares; 2026Q1: 2,023,261 shares 2,023,261 $749M 1.53% +116,547 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: 2,228,026 shares; 2024Q4: 2,300,198 shares; 2025Q1: 2,333,434 shares; 2025Q2: 2,409,099 shares; 2025Q3: 2,652,203 shares; 2025Q4: 2,587,376 shares; 2026Q1: 2,597,477 shares 2,597,477 $747M 1.52% +10,101 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: 8,711,687 shares; 2024Q4: 8,968,585 shares; 2025Q1: 9,053,774 shares; 2025Q2: 8,771,815 shares; 2025Q3: 8,856,886 shares; 2025Q4: 8,930,119 shares; 2026Q1: 9,297,033 shares 9,297,033 $648M 1.32% +366,914 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,419,461 shares; 2024Q4: 21,409,555 shares; 2025Q1: 22,062,337 shares; 2025Q2: 22,476,986 shares; 2025Q3: 24,250,754 shares; 2025Q4: 24,990,246 shares; 2026Q1: 26,176,498 shares 26,176,498 $600M 1.22% +1,186,252 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,446,240 shares; 2024Q4: 4,963,622 shares; 2025Q1: 4,756,469 shares; 2025Q2: 5,066,020 shares; 2025Q3: 5,480,185 shares; 2025Q4: 5,683,486 shares; 2026Q1: 5,875,122 shares 5,875,122 $562M 1.15% +191,636 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: 7,112,883 shares; 2024Q4: 7,299,673 shares; 2025Q1: 7,341,270 shares; 2025Q2: 6,021,830 shares; 2025Q3: 7,312,731 shares; 2025Q4: 7,005,455 shares; 2026Q1: 6,941,666 shares 6,941,666 $552M 1.13% -63,789 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,185,745 shares; 2024Q4: 2,288,077 shares; 2025Q1: 2,382,483 shares; 2025Q2: 2,458,167 shares; 2025Q3: 2,156,990 shares; 2025Q4: 2,218,378 shares; 2026Q1: 2,141,628 shares 2,141,628 $551M 1.12% -76,750 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: 702,759 shares; 2024Q4: 788,186 shares; 2025Q1: 814,412 shares; 2025Q2: 844,946 shares; 2025Q3: 865,030 shares; 2025Q4: 906,609 shares; 2026Q1: 948,122 shares 948,122 $542M 1.11% +41,513 Timeline SHYG 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: 7,728,368 shares; 2024Q4: 8,288,172 shares; 2025Q1: 9,972,904 shares; 2025Q2: 10,397,272 shares; 2025Q3: 11,053,437 shares; 2025Q4: 11,725,197 shares; 2026Q1: 12,584,102 shares 12,584,102 $532M 1.09% +858,905 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: 805,753 shares; 2024Q4: 998,844 shares; 2025Q1: 7,284,971 shares; 2025Q2: 3,015,871 shares; 2025Q3: 1,225,999 shares; 2025Q4: 1,460,447 shares; 2026Q1: 5,707,321 shares 5,707,321 $523M 1.07% +4,246,874 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,985,261 shares; 2024Q4: 7,790,463 shares; 2025Q1: 7,154,511 shares; 2025Q2: 7,219,117 shares; 2025Q3: 9,471,024 shares; 2025Q4: 9,664,321 shares; 2026Q1: 10,174,811 shares 10,174,811 $521M 1.06% +510,490 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: 1,639,748 shares; 2024Q4: 1,687,093 shares; 2025Q1: 1,664,021 shares; 2025Q2: 1,703,487 shares; 2025Q3: 1,606,611 shares; 2025Q4: 1,591,707 shares; 2026Q1: 1,609,089 shares 1,609,089 $498M 1.02% +17,382 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: 1,407,770 shares; 2024Q4: 1,459,084 shares; 2025Q1: 1,514,549 shares; 2025Q2: 1,540,575 shares; 2025Q3: 1,550,620 shares; 2025Q4: 1,564,878 shares; 2026Q1: 1,609,318 shares 1,609,318 $486M 0.99% +44,440 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: 1,056 shares; 2024Q4: 27,040 shares; 2025Q1: 13,530 shares; 2025Q2: 20,510 shares; 2025Q3: 2,575,084 shares; 2025Q4: 2,748,496 shares; 2026Q1: 5,436,214 shares 5,436,214 $430M 0.88% +2,687,718 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,496,330 shares; 2024Q4: 4,890,190 shares; 2025Q1: 5,720,725 shares; 2025Q2: 6,509,246 shares; 2025Q3: 6,967,495 shares; 2025Q4: 7,394,169 shares; 2026Q1: 7,997,374 shares 7,997,374 $426M 0.87% +603,205 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,642,051 shares; 2024Q4: 8,115,991 shares; 2025Q1: 8,292,988 shares; 2025Q2: 8,614,281 shares; 2025Q3: 8,839,027 shares; 2025Q4: 8,792,867 shares; 2026Q1: 8,853,123 shares 8,853,123 $416M 0.85% +60,256 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: 1,949,576 shares; 2024Q4: 2,147,385 shares; 2025Q1: 2,296,181 shares; 2025Q2: 2,546,361 shares; 2025Q3: 2,862,009 shares; 2025Q4: 3,052,028 shares; 2026Q1: 3,352,425 shares 3,352,425 $398M 0.81% +300,397 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: 1,484,324 shares; 2024Q4: 1,682,016 shares; 2025Q1: 1,779,058 shares; 2025Q2: 1,559,745 shares; 2025Q3: 1,675,628 shares; 2025Q4: 1,819,026 shares; 2026Q1: 1,831,400 shares 1,831,400 $381M 0.78% +12,374 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419,957 shares; 2024Q4: 429,160 shares; 2025Q1: 518,450 shares; 2025Q2: 715,834 shares; 2025Q3: 645,908 shares; 2025Q4: 634,956 shares; 2026Q1: 616,050 shares 616,050 $365M 0.74% -18,906 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: 1,438,628 shares; 2024Q4: 2,309,841 shares; 2025Q1: 2,100,356 shares; 2025Q2: 4,160,401 shares; 2025Q3: 4,522,669 shares; 2025Q4: 4,636,873 shares; 2026Q1: 4,951,598 shares 4,951,598 $365M 0.74% +314,725 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: 1,179,310 shares; 2024Q4: 1,194,027 shares; 2025Q1: 103,716 shares; 2025Q2: 907,365 shares; 2025Q3: 161,674 shares; 2025Q4: 988,047 shares; 2026Q1: 527,597 shares 527,597 $345M 0.7% -460,450 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: 2,957,882 shares; 2024Q4: 4,093,739 shares; 2025Q1: 3,936,146 shares; 2025Q2: 5,623,089 shares; 2025Q3: 5,429,480 shares; 2025Q4: 5,268,081 shares; 2026Q1: 5,300,718 shares 5,300,718 $340M 0.69% +32,637 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: 2,449,651 shares; 2024Q4: 2,595,159 shares; 2025Q1: 2,756,451 shares; 2025Q2: 2,782,299 shares; 2025Q3: 2,903,335 shares; 2025Q4: 3,067,392 shares; 2026Q1: 3,196,889 shares 3,196,889 $339M 0.69% +129,497 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: 7,449 shares; 2024Q4: 342,874 shares; 2025Q1: 290,076 shares; 2025Q2: 1,059,390 shares; 2025Q3: 1,029,487 shares; 2025Q4: 1,020,316 shares; 2026Q1: 1,034,035 shares 1,034,035 $332M 0.68% +13,719 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: 441 shares; 2024Q4: 1,261 shares; 2025Q1: 1,297 shares; 2025Q2: 7,662 shares; 2025Q3: 576,099 shares; 2025Q4: 2,870,495 shares; 2026Q1: 3,044,674 shares 3,044,674 $330M 0.67% +174,179 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: 194,924 shares; 2024Q4: 9,913,960 shares; 2025Q1: 10,245,514 shares; 2025Q2: 10,633,313 shares; 2025Q3: 10,874,877 shares; 2025Q4: 10,921,526 shares; 2026Q1: 10,927,811 shares 10,927,811 $317M 0.65% +6,285 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,342,889 shares; 2024Q4: 5,443,615 shares; 2025Q1: 5,579,467 shares; 2025Q2: 5,742,153 shares; 2025Q3: 5,936,757 shares; 2025Q4: 6,216,190 shares; 2026Q1: 6,390,910 shares 6,390,910 $307M 0.63% +174,720 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,319,623 shares; 2024Q4: 1,329,269 shares; 2025Q1: 3,051,160 shares; 2025Q2: 2,932,150 shares; 2025Q3: 4,349,059 shares; 2025Q4: 4,301,490 shares; 2026Q1: 4,338,604 shares 4,338,604 $295M 0.6% +37,114 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,260 shares; 2024Q4: 229,041 shares; 2025Q1: 1,951,657 shares; 2025Q2: 3,300,529 shares; 2025Q3: 4,875,616 shares; 2025Q4: 4,852,728 shares; 2026Q1: 4,963,944 shares 4,963,944 $290M 0.59% +111,216 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: 1,692,983 shares; 2024Q4: 1,750,905 shares; 2025Q1: 1,812,820 shares; 2025Q2: 1,855,684 shares; 2025Q3: 1,465,131 shares; 2025Q4: 1,502,409 shares; 2026Q1: 1,174,251 shares 1,174,251 $282M 0.57% -328,158 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: 1,639,211 shares; 2024Q4: 1,655,467 shares; 2025Q1: 1,586,290 shares; 2025Q2: 1,433,086 shares; 2025Q3: 1,448,164 shares; 2025Q4: 1,440,253 shares; 2026Q1: 1,407,931 shares 1,407,931 $276M 0.56% -32,322 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,172,577 shares; 2024Q4: 1,157,958 shares; 2025Q1: 1,182,430 shares; 2025Q2: 1,233,081 shares; 2025Q3: 1,179,148 shares; 2025Q4: 1,223,076 shares; 2026Q1: 1,282,644 shares 1,282,644 $264M 0.54% +59,568 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: 2,100,554 shares; 2024Q4: 4,075,986 shares; 2025Q1: 3,180,718 shares; 2025Q2: 7,098,025 shares; 2025Q3: 2,007,594 shares; 2025Q4: 2,173,227 shares; 2026Q1: 3,175,680 shares 3,175,680 $262M 0.53% +1,002,453 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: 527,696 shares; 2024Q4: 512,045 shares; 2025Q1: 522,282 shares; 2025Q2: 514,034 shares; 2025Q3: 494,567 shares; 2025Q4: 509,821 shares; 2026Q1: 593,629 shares 593,629 $259M 0.53% +83,808 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: 557,978 shares; 2024Q4: 614,566 shares; 2025Q1: 638,862 shares; 2025Q2: 712,279 shares; 2025Q3: 749,715 shares; 2025Q4: 801,296 shares; 2026Q1: 822,403 shares 822,403 $242M 0.49% +21,107 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: 3,445,278 shares; 2024Q4: 3,154,869 shares; 2025Q1: 2,529,636 shares; 2025Q2: 2,822,093 shares; 2025Q3: 3,189,712 shares; 2025Q4: 3,233,690 shares; 2026Q1: 3,053,303 shares 3,053,303 $234M 0.48% -180,387 Timeline TLH 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: 1,534,544 shares; 2024Q4: 1,707,996 shares; 2025Q1: 1,812,094 shares; 2025Q2: 1,885,240 shares; 2025Q3: 2,023,230 shares; 2025Q4: 2,142,935 shares; 2026Q1: 2,270,608 shares 2,270,608 $229M 0.47% +127,673 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: 1,433,075 shares; 2024Q4: 1,454,771 shares; 2025Q1: 1,447,512 shares; 2025Q2: 1,528,923 shares; 2025Q3: 1,363,992 shares; 2025Q4: 1,372,404 shares; 2026Q1: 1,378,302 shares 1,378,302 $199M 0.41% +5,898 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: 301,964 shares; 2024Q4: 385,434 shares; 2025Q1: 414,011 shares; 2025Q2: 488,585 shares; 2025Q3: 512,772 shares; 2025Q4: 552,765 shares; 2026Q1: 556,577 shares 556,577 $188M 0.38% +3,812 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: 3,035,871 shares; 2024Q4: 3,152,184 shares; 2025Q1: 3,214,461 shares; 2025Q2: 3,568,002 shares; 2025Q3: 3,667,402 shares; 2025Q4: 3,679,626 shares; 2026Q1: 3,659,989 shares 3,659,989 $184M 0.37% -19,637 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: 2,154,251 shares; 2024Q4: 2,231,825 shares; 2025Q1: 2,269,108 shares; 2025Q2: 2,534,031 shares; 2025Q3: 2,571,497 shares; 2025Q4: 2,681,499 shares; 2026Q1: 2,681,957 shares 2,681,957 $177M 0.36% +458 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,361,458 shares; 2024Q4: 4,860,348 shares; 2025Q1: 4,917,338 shares; 2025Q2: 5,025,502 shares; 2025Q3: 5,081,578 shares; 2025Q4: 5,181,197 shares; 2026Q1: 5,199,762 shares 5,199,762 $174M 0.36% +18,565 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: 118,991 shares; 2024Q4: 123,445 shares; 2025Q1: 125,865 shares; 2025Q2: 120,195 shares; 2025Q3: 114,301 shares; 2025Q4: 117,202 shares; 2026Q1: 117,278 shares 117,278 $173M 0.35% +76 Timeline IEUR 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: 1,730,647 shares; 2024Q4: 1,761,568 shares; 2025Q1: 1,809,063 shares; 2025Q2: 1,977,837 shares; 2025Q3: 1,966,679 shares; 2025Q4: 1,879,298 shares; 2026Q1: 2,380,720 shares 2,380,720 $167M 0.34% +501,422 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: 3,133,410 shares; 2024Q4: 9,208,628 shares; 2025Q1: 6,976,333 shares; 2025Q2: 7,070,345 shares; 2025Q3: 7,617,955 shares; 2025Q4: 6,513,794 shares; 2026Q1: 6,516,389 shares 6,516,389 $167M 0.34% +2,595 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: 123,088 shares; 2024Q4: 189,972 shares; 2025Q1: 203,162 shares; 2025Q2: 330,732 shares; 2025Q3: 442,860 shares; 2025Q4: 512,595 shares; 2026Q1: 562,520 shares 562,520 $161M 0.33% +49,925 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,263,406 shares; 2024Q4: 4,028,196 shares; 2025Q1: 4,324,945 shares; 2025Q2: 4,774,544 shares; 2025Q3: 4,807,100 shares; 2025Q4: 5,796,484 shares; 2026Q1: 5,830,936 shares 5,830,936 $153M 0.31% +34,452 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 23,838 shares; 2025Q1: 324,522 shares; 2025Q2: 1,468,818 shares; 2025Q3: 1,654,605 shares; 2025Q4: 1,594,916 shares; 2026Q1: 1,617,257 shares 1,617,257 $149M 0.3% +22,341 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 188 shares; 2025Q1: 205,692 shares; 2025Q2: 240,158 shares; 2025Q3: 3,195,971 shares; 2025Q4: 3,330,771 shares; 2026Q1: 3,388,920 shares 3,388,920 $145M 0.3% +58,149 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,558,422 shares; 2024Q4: 1,623,011 shares; 2025Q1: 1,651,488 shares; 2025Q2: 1,593,378 shares; 2025Q3: 1,636,433 shares; 2025Q4: 1,678,675 shares; 2026Q1: 1,714,721 shares 1,714,721 $143M 0.29% +36,046 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: 948,034 shares; 2024Q4: 977,830 shares; 2025Q1: 970,035 shares; 2025Q2: 977,507 shares; 2025Q3: 928,756 shares; 2025Q4: 1,156,422 shares; 2026Q1: 1,151,858 shares 1,151,858 $143M 0.29% -4,564 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: 267,347 shares; 2024Q4: 304,380 shares; 2025Q1: 343,007 shares; 2025Q2: 356,808 shares; 2025Q3: 333,487 shares; 2025Q4: 355,673 shares; 2026Q1: 366,757 shares 366,757 $136M 0.28% +11,084 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: 233,081 shares; 2024Q4: 274,448 shares; 2025Q1: 539,845 shares; 2025Q2: 969,956 shares; 2025Q3: 994,636 shares; 2025Q4: 1,007,769 shares; 2026Q1: 1,336,059 shares 1,336,059 $128M 0.26% +328,290 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: 193,971 shares; 2024Q4: 220,453 shares; 2025Q1: 243,315 shares; 2025Q2: 312,618 shares; 2025Q3: 344,377 shares; 2025Q4: 376,513 shares; 2026Q1: 370,481 shares 370,481 $127M 0.26% -6,032 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: 32,792 shares; 2024Q4: 47,959 shares; 2025Q1: 53,252 shares; 2025Q2: 60,054 shares; 2025Q3: 59,944 shares; 2025Q4: 76,839 shares; 2026Q1: 373,689 shares 373,689 $126M 0.26% +296,850 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: 1,596,067 shares; 2024Q4: 1,606,337 shares; 2025Q1: 1,643,022 shares; 2025Q2: 1,746,262 shares; 2025Q3: 1,623,864 shares; 2025Q4: 1,554,364 shares; 2026Q1: 1,343,205 shares 1,343,205 $125M 0.25% -211,159 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,649 shares; 2024Q4: 109,926 shares; 2025Q1: 117,468 shares; 2025Q2: 124,014 shares; 2025Q3: 414,894 shares; 2025Q4: 401,886 shares; 2026Q1: 448,078 shares 448,078 $123M 0.25% +46,192 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: 128,951 shares; 2024Q4: 165,401 shares; 2025Q1: 168,329 shares; 2025Q2: 203,623 shares; 2025Q3: 219,504 shares; 2025Q4: 229,299 shares; 2026Q1: 244,324 shares 244,324 $122M 0.25% +15,025 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: 85,624 shares; 2024Q4: 121,181 shares; 2025Q1: 134,678 shares; 2025Q2: 176,188 shares; 2025Q3: 193,996 shares; 2025Q4: 230,428 shares; 2026Q1: 253,243 shares 253,243 $121M 0.25% +22,815 Timeline TIP 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: 74,408 shares; 2024Q4: 1,452,502 shares; 2025Q1: 1,253,872 shares; 2025Q2: 1,304,696 shares; 2025Q3: 1,300,488 shares; 2025Q4: 1,108,502 shares; 2026Q1: 1,081,805 shares 1,081,805 $119M 0.24% -26,697 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: 173,597 shares; 2024Q4: 245,798 shares; 2025Q1: 278,873 shares; 2025Q2: 404,764 shares; 2025Q3: 515,965 shares; 2025Q4: 630,583 shares; 2026Q1: 709,810 shares 709,810 $117M 0.24% +79,227 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 24,004 shares; 2025Q1: 39,316 shares; 2025Q2: 83,887 shares; 2025Q3: 126,995 shares; 2025Q4: 131,467 shares; 2026Q1: 1,601,327 shares 1,601,327 $117M 0.24% +1,469,860 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,501,326 shares; 2024Q4: 2,711,752 shares; 2025Q1: 2,726,419 shares; 2025Q2: 3,165,365 shares; 2025Q3: 3,436,650 shares; 2025Q4: 3,693,832 shares; 2026Q1: 4,061,076 shares 4,061,076 $117M 0.24% +367,244 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,461,161 shares; 2024Q4: 325,708 shares; 2025Q1: 1,678,685 shares; 2025Q2: 216,422 shares; 2025Q3: 1,628,189 shares; 2025Q4: 1,430,487 shares; 2026Q1: 1,343,362 shares 1,343,362 $116M 0.24% -87,125 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,569,245 shares; 2024Q4: 1,586,042 shares; 2025Q1: 1,511,943 shares; 2025Q2: 1,704,525 shares; 2025Q3: 1,577,628 shares; 2025Q4: 1,490,268 shares; 2026Q1: 1,481,556 shares 1,481,556 $112M 0.23% -8,712 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: 653,781 shares; 2024Q4: 667,114 shares; 2025Q1: 658,152 shares; 2025Q2: 684,512 shares; 2025Q3: 688,583 shares; 2025Q4: 645,728 shares; 2026Q1: 628,686 shares 628,686 $109M 0.22% -17,042 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: 2,846,989 shares; 2024Q4: 2,169,524 shares; 2025Q1: 2,040,030 shares; 2025Q2: 2,041,487 shares; 2025Q3: 1,174,244 shares; 2025Q4: 1,016,015 shares; 2026Q1: 996,590 shares 996,590 $109M 0.22% -19,425 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 788,494 shares; 2024Q4: 830,271 shares; 2025Q1: 815,751 shares; 2025Q2: 801,554 shares; 2025Q3: 734,572 shares; 2025Q4: 721,353 shares; 2026Q1: 742,771 shares 742,771 $108M 0.22% +21,418 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,177 shares; 2024Q4: 11,960 shares; 2025Q1: 1,347,537 shares; 2025Q2: 1,690,454 shares; 2025Q3: 1,671,784 shares; 2025Q4: 1,677,114 shares; 2026Q1: 1,788,249 shares 1,788,249 $107M 0.22% +111,135 Timeline VCRB 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: not reported; 2024Q4: not reported; 2025Q1: 132,299 shares; 2025Q2: 1,115,767 shares; 2025Q3: 1,297,448 shares; 2025Q4: 1,360,608 shares; 2026Q1: 1,384,876 shares 1,384,876 $107M 0.22% +24,268 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: 172,042 shares; 2024Q4: 401,874 shares; 2025Q1: 431,319 shares; 2025Q2: 718,190 shares; 2025Q3: 873,197 shares; 2025Q4: 1,007,713 shares; 2026Q1: 1,113,927 shares 1,113,927 $105M 0.21% +106,214 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 872,971 shares; 2024Q4: 887,379 shares; 2025Q1: 760,338 shares; 2025Q2: 732,331 shares; 2025Q3: 743,489 shares; 2025Q4: 735,906 shares; 2026Q1: 768,041 shares 768,041 $104M 0.21% +32,135 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 26 shares; 2025Q1: 28 shares; 2025Q2: 128 shares; 2025Q3: 125 shares; 2025Q4: 427,824 shares; 2026Q1: 840,966 shares 840,966 $101M 0.21% +413,142 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: 1,052,256 shares; 2024Q4: 1,085,361 shares; 2025Q1: 1,105,848 shares; 2025Q2: 1,189,740 shares; 2025Q3: 1,243,635 shares; 2025Q4: 1,240,532 shares; 2026Q1: 1,217,898 shares 1,217,898 $101M 0.21% -22,634 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,251,300 shares; 2024Q4: 1,948,387 shares; 2025Q1: 2,016,732 shares; 2025Q2: 1,827,837 shares; 2025Q3: 1,839,990 shares; 2025Q4: 1,918,655 shares; 2026Q1: 1,965,478 shares 1,965,478 $100M 0.2% +46,823 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 961,422 shares; 2024Q4: 1,019,110 shares; 2025Q1: 1,025,391 shares; 2025Q2: 1,088,814 shares; 2025Q3: 990,472 shares; 2025Q4: 987,270 shares; 2026Q1: 1,036,532 shares 1,036,532 $99.5M 0.2% +49,262 Timeline DYNF 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: 167,691 shares; 2024Q4: 199,857 shares; 2025Q1: 212,749 shares; 2025Q2: 1,597,693 shares; 2025Q3: 1,649,235 shares; 2025Q4: 1,692,264 shares; 2026Q1: 1,702,479 shares 1,702,479 $99.1M 0.2% +10,215 Timeline EWC 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: 1,580,602 shares; 2024Q4: 1,575,961 shares; 2025Q1: 1,575,218 shares; 2025Q2: 1,631,208 shares; 2025Q3: 1,662,312 shares; 2025Q4: 1,708,400 shares; 2026Q1: 1,800,052 shares 1,800,052 $98.6M 0.2% +91,652 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: 456,176 shares; 2024Q4: 443,215 shares; 2025Q1: 625,777 shares; 2025Q2: 569,534 shares; 2025Q3: 571,500 shares; 2025Q4: 698,050 shares; 2026Q1: 662,033 shares 662,033 $98M 0.2% -36,017 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,652,033 shares; 2024Q4: 3,718,191 shares; 2025Q1: 3,694,150 shares; 2025Q2: 2,876,712 shares; 2025Q3: 2,905,314 shares; 2025Q4: 2,891,445 shares; 2026Q1: 2,875,490 shares 2,875,490 $97.7M 0.2% -15,955 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: 19,125 shares; 2024Q4: 21,690 shares; 2025Q1: 59,047 shares; 2025Q2: 66,532 shares; 2025Q3: 85,174 shares; 2025Q4: 116,909 shares; 2026Q1: 135,651 shares 135,651 $94.6M 0.19% +18,742 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 409,989 shares; 2024Q4: 415,638 shares; 2025Q1: 407,223 shares; 2025Q2: 446,569 shares; 2025Q3: 423,370 shares; 2025Q4: 280,308 shares; 2026Q1: 287,847 shares 287,847 $94.1M 0.19% +7,539 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: 2,028,083 shares; 2024Q4: 2,081,032 shares; 2025Q1: 2,822,355 shares; 2025Q2: 1,562,638 shares; 2025Q3: 1,887,861 shares; 2025Q4: 2,228,613 shares; 2026Q1: 2,048,361 shares 2,048,361 $93.5M 0.19% -180,252 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: 1,047 shares; 2024Q4: 5,027 shares; 2025Q1: 5,611 shares; 2025Q2: 10,072 shares; 2025Q3: 13,699 shares; 2025Q4: 16,929 shares; 2026Q1: 22,156 shares 22,156 $93.3M 0.19% +5,227 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: 332,432 shares; 2024Q4: 283,225 shares; 2025Q1: 361,784 shares; 2025Q2: 360,640 shares; 2025Q3: 325,989 shares; 2025Q4: 699,553 shares; 2026Q1: 690,636 shares 690,636 $91.8M 0.19% -8,917 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: 59,816 shares; 2024Q4: 111,673 shares; 2025Q1: 154,231 shares; 2025Q2: 191,444 shares; 2025Q3: 219,921 shares; 2025Q4: 245,434 shares; 2026Q1: 299,159 shares 299,159 $90.4M 0.18% +53,725 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,593,532 shares; 2024Q4: 2,146,237 shares; 2025Q1: 2,687,294 shares; 2025Q2: 3,048,920 shares; 2025Q3: 3,312,155 shares; 2025Q4: 4,025,565 shares; 2026Q1: 4,376,443 shares 4,376,443 $89.3M 0.18% +350,878 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,158,259 shares; 2024Q4: 3,078,427 shares; 2025Q1: 3,093,616 shares; 2025Q2: 2,355,240 shares; 2025Q3: 2,312,986 shares; 2025Q4: 2,288,888 shares; 2026Q1: 2,289,602 shares 2,289,602 $89M 0.18% +714 Timeline SPTI 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: 1,843,559 shares; 2024Q4: 2,160,393 shares; 2025Q1: 2,274,100 shares; 2025Q2: 2,485,576 shares; 2025Q3: 2,635,970 shares; 2025Q4: 2,843,335 shares; 2026Q1: 3,103,772 shares 3,103,772 $89M 0.18% +260,437 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: 1,503,035 shares; 2024Q4: 1,730,889 shares; 2025Q1: 1,266,340 shares; 2025Q2: 1,292,777 shares; 2025Q3: 1,376,270 shares; 2025Q4: 1,609,927 shares; 2026Q1: 1,691,633 shares 1,691,633 $88.9M 0.18% +81,706 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: 1,584,552 shares; 2024Q4: 1,616,772 shares; 2025Q1: 1,527,794 shares; 2025Q2: 1,652,500 shares; 2025Q3: 860,535 shares; 2025Q4: 872,618 shares; 2026Q1: 801,692 shares 801,692 $88M 0.18% -70,926 Timeline USHY 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: 1,476,632 shares; 2024Q4: 1,559,511 shares; 2025Q1: 1,524,665 shares; 2025Q2: 2,682,367 shares; 2025Q3: 2,579,171 shares; 2025Q4: 2,364,213 shares; 2026Q1: 2,384,873 shares 2,384,873 $87.9M 0.18% +20,660 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419,176 shares; 2024Q4: 413,916 shares; 2025Q1: 440,612 shares; 2025Q2: 439,541 shares; 2025Q3: 446,971 shares; 2025Q4: 456,165 shares; 2026Q1: 477,064 shares 477,064 $87M 0.18% +20,899 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,150 shares; 2025Q2: 18,944 shares; 2025Q3: 19,670 shares; 2025Q4: 228,005 shares; 2026Q1: 2,558,624 shares 2,558,624 $86.5M 0.18% +2,330,619 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,316,533 shares; 2024Q4: 1,402,030 shares; 2025Q1: 1,451,997 shares; 2025Q2: 1,700,347 shares; 2025Q3: 1,758,791 shares; 2025Q4: 1,797,858 shares; 2026Q1: 1,864,366 shares 1,864,366 $86.1M 0.18% +66,508 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: 278,571 shares; 2024Q4: 293,970 shares; 2025Q1: 175,968 shares; 2025Q2: 202,907 shares; 2025Q3: 213,793 shares; 2025Q4: 228,134 shares; 2026Q1: 243,853 shares 243,853 $85.8M 0.17% +15,719 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: 273,201 shares; 2024Q4: 565,375 shares; 2025Q1: 576,677 shares; 2025Q2: 653,685 shares; 2025Q3: 644,960 shares; 2025Q4: 656,233 shares; 2026Q1: 661,006 shares 661,006 $85.1M 0.17% +4,773 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: 382,717 shares; 2024Q4: 540,377 shares; 2025Q1: 590,641 shares; 2025Q2: 836,797 shares; 2025Q3: 974,964 shares; 2025Q4: 1,096,787 shares; 2026Q1: 1,064,434 shares 1,064,434 $84.7M 0.17% -32,353 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: 843,116 shares; 2024Q4: 3,121,781 shares; 2025Q1: 3,168,418 shares; 2025Q2: 3,208,414 shares; 2025Q3: 3,084,416 shares; 2025Q4: 2,901,375 shares; 2026Q1: 2,908,879 shares 2,908,879 $84.7M 0.17% +7,504 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: 503,266 shares; 2024Q4: 643,330 shares; 2025Q1: 667,949 shares; 2025Q2: 776,240 shares; 2025Q3: 802,221 shares; 2025Q4: 454,643 shares; 2026Q1: 492,309 shares 492,309 $83.5M 0.17% +37,666 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: 1,266,369 shares; 2024Q4: 1,287,821 shares; 2025Q1: 1,322,171 shares; 2025Q2: 1,406,864 shares; 2025Q3: 1,441,768 shares; 2025Q4: 1,522,345 shares; 2026Q1: 1,631,342 shares 1,631,342 $82.6M 0.17% +108,997 Timeline USDU 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: 1,598 shares; 2024Q4: 72,927 shares; 2025Q1: 8,207 shares; 2025Q2: 404 shares; 2025Q3: 322 shares; 2025Q4: 54,529 shares; 2026Q1: 3,129,395 shares 3,129,395 $82.4M 0.17% +3,074,866 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 746,994 shares; 2024Q4: 734,661 shares; 2025Q1: 740,725 shares; 2025Q2: 485,224 shares; 2025Q3: 591,763 shares; 2025Q4: 580,754 shares; 2026Q1: 561,461 shares 561,461 $82.1M 0.17% -19,293 Timeline DXJ 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: 165 shares; 2024Q4: 184 shares; 2025Q1: 275 shares; 2025Q2: 221 shares; 2025Q3: 264 shares; 2025Q4: 9,379 shares; 2026Q1: 507,304 shares 507,304 $80.4M 0.16% +497,925 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: 589,299 shares; 2024Q4: 771 shares; 2025Q1: 151 shares; 2025Q2: 91 shares; 2025Q3: 61 shares; 2025Q4: 635,843 shares; 2026Q1: 623,015 shares 623,015 $79.6M 0.16% -12,828 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 595,558 shares; 2024Q4: 604,376 shares; 2025Q1: 604,336 shares; 2025Q2: 652,573 shares; 2025Q3: 671,488 shares; 2025Q4: 702,037 shares; 2026Q1: 698,131 shares 698,131 $79M 0.16% -3,906 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 509,352 shares; 2025Q1: 576,846 shares; 2025Q2: 644,210 shares; 2025Q3: 651,096 shares; 2025Q4: 665,228 shares; 2026Q1: 697,217 shares 697,217 $78.5M 0.16% +31,989 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: 1,657 shares; 2024Q4: 1,877 shares; 2025Q1: 105,581 shares; 2025Q2: 3,400 shares; 2025Q3: 3,686 shares; 2025Q4: 17,304 shares; 2026Q1: 1,277,309 shares 1,277,309 $78.2M 0.16% +1,260,005 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: 317,434 shares; 2024Q4: 341,677 shares; 2025Q1: 343,649 shares; 2025Q2: 363,792 shares; 2025Q3: 317,173 shares; 2025Q4: 333,134 shares; 2026Q1: 269,885 shares 269,885 $77.5M 0.16% -63,249 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,204,660 shares; 2024Q4: 1,587,107 shares; 2025Q1: 10,417 shares; 2025Q2: 2,669 shares; 2025Q3: 1,083,521 shares; 2025Q4: 911,754 shares; 2026Q1: 842,982 shares 842,982 $77.1M 0.16% -68,772 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 792,005 shares; 2024Q4: 793,112 shares; 2025Q1: 791,535 shares; 2025Q2: 832,470 shares; 2025Q3: 835,874 shares; 2025Q4: 861,933 shares; 2026Q1: 864,880 shares 864,880 $76.7M 0.16% +2,947 Timeline RPV 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: 269 shares; 2025Q1: 4,444 shares; 2025Q2: 269 shares; 2025Q3: 293 shares; 2025Q4: 418 shares; 2026Q1: 708,912 shares 708,912 $76.1M 0.16% +708,494 Timeline IGLB 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: 1,074,546 shares; 2024Q4: 1,332,349 shares; 2025Q1: 1,680,251 shares; 2025Q2: 1,504,481 shares; 2025Q3: 1,481,688 shares; 2025Q4: 1,488,126 shares; 2026Q1: 1,515,213 shares 1,515,213 $75.2M 0.15% +27,087 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 483,483 shares; 2024Q4: 526,562 shares; 2025Q1: 627,352 shares; 2025Q2: 676,720 shares; 2025Q3: 725,154 shares; 2025Q4: 1,044,313 shares; 2026Q1: 843,005 shares 843,005 $74.3M 0.15% -201,308 Timeline SHV 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: 52,649 shares; 2024Q4: 54,959 shares; 2025Q1: 621,766 shares; 2025Q2: 650,493 shares; 2025Q3: 673,953 shares; 2025Q4: 686,636 shares; 2026Q1: 670,664 shares 670,664 $74M 0.15% -15,972 Timeline IPAC 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: 1,145,981 shares; 2024Q4: 1,141,013 shares; 2025Q1: 1,106,609 shares; 2025Q2: 989,465 shares; 2025Q3: 961,941 shares; 2025Q4: 966,504 shares; 2026Q1: 953,773 shares 953,773 $73M 0.15% -12,731 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: 423,981 shares; 2024Q4: 1,548,166 shares; 2025Q1: 2,278,210 shares; 2025Q2: 1,957,871 shares; 2025Q3: 2,045,996 shares; 2025Q4: 1,932,003 shares; 2026Q1: 2,687,120 shares 2,687,120 $71.5M 0.15% +755,117 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: 347,715 shares; 2025Q1: 368,643 shares; 2025Q2: 269,937 shares; 2025Q3: 284,257 shares; 2025Q4: 134,632 shares; 2026Q1: 331,611 shares 331,611 $70.9M 0.14% +196,979 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 489,039 shares; 2024Q4: 538,813 shares; 2025Q1: 546,158 shares; 2025Q2: 665,170 shares; 2025Q3: 787,830 shares; 2025Q4: 862,779 shares; 2026Q1: 931,933 shares 931,933 $70.2M 0.14% +69,154 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: 719,652 shares; 2024Q4: 823,440 shares; 2025Q1: 623,097 shares; 2025Q2: 1,329,087 shares; 2025Q3: 1,674,127 shares; 2025Q4: 1,541,745 shares; 2026Q1: 1,437,727 shares 1,437,727 $69.5M 0.14% -104,018 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: 2,212,515 shares; 2024Q4: 1,948,457 shares; 2025Q1: 1,904,975 shares; 2025Q2: 1,382,531 shares; 2025Q3: 1,499,946 shares; 2025Q4: 1,464,105 shares; 2026Q1: 1,458,468 shares 1,458,468 $68.4M 0.14% -5,637 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 836,785 shares; 2024Q4: 852,313 shares; 2025Q1: 859,365 shares; 2025Q2: 855,001 shares; 2025Q3: 893,950 shares; 2025Q4: 909,745 shares; 2026Q1: 837,767 shares 837,767 $67.8M 0.14% -71,978 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: 555,913 shares; 2024Q4: 514,723 shares; 2025Q1: 518,070 shares; 2025Q2: 465,258 shares; 2025Q3: 548,106 shares; 2025Q4: 555,378 shares; 2026Q1: 570,248 shares 570,248 $66.8M 0.14% +14,870 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: 39,631 shares; 2024Q4: 42,302 shares; 2025Q1: 47,148 shares; 2025Q2: 56,021 shares; 2025Q3: 54,058 shares; 2025Q4: 56,955 shares; 2026Q1: 66,108 shares 66,108 $65.9M 0.13% +9,153 Timeline IAGG 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: 2,337 shares; 2024Q4: 1,197 shares; 2025Q1: 1,254 shares; 2025Q2: 42,414 shares; 2025Q3: 522,548 shares; 2025Q4: 584,883 shares; 2026Q1: 1,303,387 shares 1,303,387 $65.2M 0.13% +718,504 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: 66,783 shares; 2024Q4: 70,768 shares; 2025Q1: 71,621 shares; 2025Q2: 102,430 shares; 2025Q3: 105,373 shares; 2025Q4: 269,910 shares; 2026Q1: 239,012 shares 239,012 $64.7M 0.13% -30,898 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 239 shares; 2025Q1: 1,094,671 shares; 2025Q2: 2,042,147 shares; 2025Q3: 1,956,324 shares; 2025Q4: 2,011,769 shares; 2026Q1: 2,103,810 shares 2,103,810 $64.2M 0.13% +92,041 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,053,426 shares; 2024Q4: 1,109,860 shares; 2025Q1: 1,163,225 shares; 2025Q2: 1,216,907 shares; 2025Q3: 1,251,194 shares; 2025Q4: 1,314,202 shares; 2026Q1: 1,279,605 shares 1,279,605 $64.2M 0.13% -34,597 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: 288,391 shares; 2024Q4: 282,075 shares; 2025Q1: 291,398 shares; 2025Q2: 320,964 shares; 2025Q3: 283,540 shares; 2025Q4: 292,043 shares; 2026Q1: 243,103 shares 243,103 $63.7M 0.13% -48,940 Timeline SPBO 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: 1,070,821 shares; 2024Q4: 1,284,657 shares; 2025Q1: 1,316,923 shares; 2025Q2: 1,335,023 shares; 2025Q3: 1,403,520 shares; 2025Q4: 1,475,908 shares; 2026Q1: 2,170,235 shares 2,170,235 $63M 0.13% +694,327 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,989,259 shares; 2024Q4: 2,016,695 shares; 2025Q1: 2,063,067 shares; 2025Q2: 2,250,066 shares; 2025Q3: 2,282,899 shares; 2025Q4: 2,243,643 shares; 2026Q1: 2,265,618 shares 2,265,618 $61.9M 0.13% +21,975 Timeline SJNK 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: 1,663,191 shares; 2024Q4: 1,767,127 shares; 2025Q1: 1,876,516 shares; 2025Q2: 2,259,428 shares; 2025Q3: 2,358,651 shares; 2025Q4: 2,307,498 shares; 2026Q1: 2,475,556 shares 2,475,556 $61.8M 0.13% +168,058 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: 223,996 shares; 2024Q4: 265,682 shares; 2025Q1: 268,940 shares; 2025Q2: 319,908 shares; 2025Q3: 358,151 shares; 2025Q4: 406,231 shares; 2026Q1: 403,774 shares 403,774 $61.7M 0.13% -2,457 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,335 shares; 2024Q4: 43,521 shares; 2025Q1: 35,650 shares; 2025Q2: 150,288 shares; 2025Q3: 124,422 shares; 2025Q4: 191,337 shares; 2026Q1: 342,932 shares 342,932 $61.7M 0.13% +151,595 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,191,460 shares; 2024Q4: 1,225,923 shares; 2025Q1: 1,249,996 shares; 2025Q2: 1,340,503 shares; 2025Q3: 1,355,674 shares; 2025Q4: 1,410,363 shares; 2026Q1: 1,406,577 shares 1,406,577 $61.6M 0.13% -3,786 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: 198,828 shares; 2024Q4: 211,814 shares; 2025Q1: 224,547 shares; 2025Q2: 250,702 shares; 2025Q3: 256,638 shares; 2025Q4: 297,945 shares; 2026Q1: 304,014 shares 304,014 $60.1M 0.12% +6,069 Timeline ACWI 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: 473,372 shares; 2024Q4: 484,716 shares; 2025Q1: 481,923 shares; 2025Q2: 455,425 shares; 2025Q3: 788,333 shares; 2025Q4: 432,461 shares; 2026Q1: 433,891 shares 433,891 $60M 0.12% +1,430 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: 606,038 shares; 2024Q4: 615,447 shares; 2025Q1: 618,601 shares; 2025Q2: 656,484 shares; 2025Q3: 599,391 shares; 2025Q4: 633,320 shares; 2026Q1: 499,780 shares 499,780 $58.8M 0.12% -133,540 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: 63,165 shares; 2024Q4: 392,564 shares; 2025Q1: 306,635 shares; 2025Q2: 1,019,284 shares; 2025Q3: 1,052,337 shares; 2025Q4: 1,044,928 shares; 2026Q1: 1,085,404 shares 1,085,404 $58.7M 0.12% +40,476 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,109,985 shares; 2024Q4: 1,037,983 shares; 2025Q1: 679,512 shares; 2025Q2: 332,131 shares; 2025Q3: 473,068 shares; 2025Q4: 1,265,868 shares; 2026Q1: 590,558 shares 590,558 $58.6M 0.12% -675,310 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 460,114 shares; 2024Q4: 457,691 shares; 2025Q1: 458,765 shares; 2025Q2: 508,221 shares; 2025Q3: 407,258 shares; 2025Q4: 431,766 shares; 2026Q1: 424,987 shares 424,987 $58.3M 0.12% -6,779 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: 209,754 shares; 2024Q4: 267,000 shares; 2025Q1: 287,597 shares; 2025Q2: 360,466 shares; 2025Q3: 348,868 shares; 2025Q4: 410,229 shares; 2026Q1: 438,657 shares 438,657 $57.9M 0.12% +28,428 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 666,005 shares; 2024Q4: 666,440 shares; 2025Q1: 658,876 shares; 2025Q2: 644,813 shares; 2025Q3: 655,939 shares; 2025Q4: 612,817 shares; 2026Q1: 613,506 shares 613,506 $57.2M 0.12% +689 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,332,379 shares; 2024Q4: 1,315,142 shares; 2025Q1: 1,275,121 shares; 2025Q2: 1,279,350 shares; 2025Q3: 1,246,037 shares; 2025Q4: 1,220,485 shares; 2026Q1: 1,190,826 shares 1,190,826 $57M 0.12% -29,659 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: 30,350 shares; 2024Q4: 32,649 shares; 2025Q1: 33,903 shares; 2025Q2: 33,645 shares; 2025Q3: 36,347 shares; 2025Q4: 39,181 shares; 2026Q1: 42,643 shares 42,643 $56.3M 0.11% +3,462 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: 250,501 shares; 2024Q4: 287,261 shares; 2025Q1: 319,454 shares; 2025Q2: 418,265 shares; 2025Q3: 493,213 shares; 2025Q4: 586,551 shares; 2026Q1: 645,147 shares 645,147 $55.9M 0.11% +58,596 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,888 shares; 2024Q4: 51,180 shares; 2025Q1: 70,378 shares; 2025Q2: 151,172 shares; 2025Q3: 225,967 shares; 2025Q4: 270,910 shares; 2026Q1: 355,449 shares 355,449 $55.9M 0.11% +84,539 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: 814 shares; 2024Q4: 1,191 shares; 2025Q1: 10,421 shares; 2025Q2: 42,193 shares; 2025Q3: 109,179 shares; 2025Q4: 373,865 shares; 2026Q1: 380,533 shares 380,533 $55.7M 0.11% +6,668 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: 49,713 shares; 2024Q4: 42,595 shares; 2025Q1: 44,978 shares; 2025Q2: 52,218 shares; 2025Q3: 55,360 shares; 2025Q4: 58,883 shares; 2026Q1: 60,441 shares 60,441 $55.6M 0.11% +1,558 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: 1,146,560 shares; 2024Q4: 1,586,001 shares; 2025Q1: 1,215,450 shares; 2025Q2: 1,128,129 shares; 2025Q3: 975,285 shares; 2025Q4: 1,036,104 shares; 2026Q1: 1,094,006 shares 1,094,006 $54M 0.11% +57,902 Timeline EMHY 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: 825,802 shares; 2024Q4: 901,650 shares; 2025Q1: 976,603 shares; 2025Q2: 1,041,533 shares; 2025Q3: 1,144,482 shares; 2025Q4: 1,251,035 shares; 2026Q1: 1,369,802 shares 1,369,802 $53.9M 0.11% +118,767 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 396,614 shares; 2024Q4: 380,620 shares; 2025Q1: 369,666 shares; 2025Q2: 372,540 shares; 2025Q3: 369,268 shares; 2025Q4: 362,248 shares; 2026Q1: 374,665 shares 374,665 $53.7M 0.11% +12,417 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: 410,001 shares; 2024Q4: 386,148 shares; 2025Q1: 533,803 shares; 2025Q2: 602,955 shares; 2025Q3: 678,558 shares; 2025Q4: 732,669 shares; 2026Q1: 728,295 shares 728,295 $52.3M 0.11% -4,374 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,121,853 shares; 2024Q4: 835,225 shares; 2025Q1: 808,939 shares; 2025Q2: 820,634 shares; 2025Q3: 669,927 shares; 2025Q4: 715,363 shares; 2026Q1: 693,556 shares 693,556 $52.1M 0.11% -21,807 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,285 shares; 2024Q4: 136,472 shares; 2025Q1: 139,241 shares; 2025Q2: 153,471 shares; 2025Q3: 136,998 shares; 2025Q4: 141,377 shares; 2026Q1: 140,389 shares 140,389 $51M 0.1% -988 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: 476 shares; 2025Q1: 2,507,492 shares; 2025Q2: 2,600,468 shares; 2025Q3: 2,430,391 shares; 2025Q4: 2,205,917 shares; 2026Q1: 1,256,723 shares 1,256,723 $50.9M 0.1% -949,194 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: 749,775 shares; 2024Q4: 763,156 shares; 2025Q1: 802,853 shares; 2025Q2: 852,157 shares; 2025Q3: 955,029 shares; 2025Q4: 1,170,140 shares; 2026Q1: 1,323,220 shares 1,323,220 $50.8M 0.1% +153,080 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 972,432 shares; 2024Q4: 1,027,491 shares; 2025Q1: 132,234 shares; 2025Q2: 127,979 shares; 2025Q3: 1,674,152 shares; 2025Q4: 2,038,558 shares; 2026Q1: 1,925,861 shares 1,925,861 $50.6M 0.1% -112,697 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: 542,179 shares; 2024Q4: 498,472 shares; 2025Q1: 497,689 shares; 2025Q2: 512,209 shares; 2025Q3: 490,771 shares; 2025Q4: 455,472 shares; 2026Q1: 457,066 shares 457,066 $50.1M 0.1% +1,594 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 560,674 shares; 2024Q4: 558,986 shares; 2025Q1: 461,562 shares; 2025Q2: 669,883 shares; 2025Q3: 535,157 shares; 2025Q4: 486,931 shares; 2026Q1: 447,485 shares 447,485 $49.6M 0.1% -39,446 Timeline ASHR 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,501,769 shares 1,501,769 $49M 0.1% new Timeline ICLN 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: 5,359 shares; 2024Q4: 5,359 shares; 2025Q1: 3,843 shares; 2025Q2: 3,843 shares; 2025Q3: 3,861 shares; 2025Q4: 2,906,061 shares; 2026Q1: 2,657,135 shares 2,657,135 $48.6M 0.1% -248,926 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: 736,336 shares; 2024Q4: 766,152 shares; 2025Q1: 798,543 shares; 2025Q2: 822,502 shares; 2025Q3: 849,725 shares; 2025Q4: 1,027,588 shares; 2026Q1: 956,747 shares 956,747 $47.8M 0.1% -70,841 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: 1,267,774 shares; 2024Q4: 1,221,382 shares; 2025Q1: 1,237,218 shares; 2025Q2: 696,320 shares; 2025Q3: 638,226 shares; 2025Q4: 636,420 shares; 2026Q1: 672,942 shares 672,942 $47.7M 0.1% +36,522 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 827,701 shares; 2024Q4: 849,276 shares; 2025Q1: 1,070,893 shares; 2025Q2: 1,196,423 shares; 2025Q3: 1,128,765 shares; 2025Q4: 1,199,324 shares; 2026Q1: 1,237,974 shares 1,237,974 $46.7M 0.1% +38,650 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 745,101 shares; 2024Q4: 760,920 shares; 2025Q1: 783,185 shares; 2025Q2: 827,090 shares; 2025Q3: 776,847 shares; 2025Q4: 797,997 shares; 2026Q1: 791,740 shares 791,740 $46.1M 0.09% -6,257 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 481,238 shares; 2024Q4: 491,726 shares; 2025Q1: 470,538 shares; 2025Q2: 509,139 shares; 2025Q3: 511,934 shares; 2025Q4: 511,517 shares; 2026Q1: 509,391 shares 509,391 $45.9M 0.09% -2,126 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: 70,302 shares; 2024Q4: 79,386 shares; 2025Q1: 89,563 shares; 2025Q2: 108,363 shares; 2025Q3: 131,980 shares; 2025Q4: 151,506 shares; 2026Q1: 142,270 shares 142,270 $45.3M 0.09% -9,236 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: 52,658 shares; 2024Q4: 55,114 shares; 2025Q1: 60,803 shares; 2025Q2: 66,117 shares; 2025Q3: 63,604 shares; 2025Q4: 76,441 shares; 2026Q1: 89,906 shares 89,906 $44.6M 0.09% +13,465 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 913,114 shares; 2024Q4: 385,074 shares; 2025Q1: 578,610 shares; 2025Q2: 460,930 shares; 2025Q3: 807,278 shares; 2025Q4: 787,873 shares; 2026Q1: 802,468 shares 802,468 $44.4M 0.09% +14,595 Timeline BBCA 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: 751,609 shares; 2024Q4: 753,449 shares; 2025Q1: 744,075 shares; 2025Q2: 529,331 shares; 2025Q3: 507,656 shares; 2025Q4: 473,166 shares; 2026Q1: 467,906 shares 467,906 $44M 0.09% -5,260 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 672,683 shares; 2024Q4: 371,606 shares; 2025Q1: 363,664 shares; 2025Q2: 499,236 shares; 2025Q3: 302,501 shares; 2025Q4: 239,703 shares; 2026Q1: 299,153 shares 299,153 $43.9M 0.09% +59,450 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: 143,375 shares; 2024Q4: 171,103 shares; 2025Q1: 181,326 shares; 2025Q2: 227,537 shares; 2025Q3: 257,331 shares; 2025Q4: 257,129 shares; 2026Q1: 226,213 shares 226,213 $43.6M 0.09% -30,916 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY 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: 42,687 shares; 2025Q3: 971,546 shares; 2025Q4: 1,212,952 shares; 2026Q1: 1,429,913 shares 1,429,913 $43.6M 0.09% +216,961 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: 53,174 shares; 2024Q4: 78,520 shares; 2025Q1: 83,100 shares; 2025Q2: 114,299 shares; 2025Q3: 129,605 shares; 2025Q4: 135,947 shares; 2026Q1: 150,003 shares 150,003 $43.6M 0.09% +14,056 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: 552,948 shares; 2024Q4: 458,644 shares; 2025Q1: 457,520 shares; 2025Q2: 474,360 shares; 2025Q3: 510,521 shares; 2025Q4: 463,058 shares; 2026Q1: 600,729 shares 600,729 $43.2M 0.09% +137,671 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,542 shares; 2024Q4: 202,701 shares; 2025Q1: 249,291 shares; 2025Q2: 499,272 shares; 2025Q3: 658,436 shares; 2025Q4: 693,992 shares; 2026Q1: 794,748 shares 794,748 $43M 0.09% +100,756 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: 12,135 shares; 2024Q4: 37,498 shares; 2025Q1: 41,764 shares; 2025Q2: 67,697 shares; 2025Q3: 86,775 shares; 2025Q4: 105,688 shares; 2026Q1: 145,525 shares 145,525 $42.6M 0.09% +39,837 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: 132,180 shares; 2024Q4: 133,070 shares; 2025Q1: 263,957 shares; 2025Q2: 305,740 shares; 2025Q3: 328,072 shares; 2025Q4: 356,482 shares; 2026Q1: 341,838 shares 341,838 $42.5M 0.09% -14,644 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: 57,108 shares; 2024Q4: 68,777 shares; 2025Q1: 67,719 shares; 2025Q2: 75,349 shares; 2025Q3: 92,678 shares; 2025Q4: 112,623 shares; 2026Q1: 123,591 shares 123,591 $42.4M 0.09% +10,968 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: 242,054 shares; 2024Q4: 221,953 shares; 2025Q1: 83,607 shares; 2025Q2: 131,839 shares; 2025Q3: 183,528 shares; 2025Q4: 218,251 shares; 2026Q1: 206,960 shares 206,960 $42.1M 0.09% -11,291 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,040 shares; 2024Q4: 176,940 shares; 2025Q1: 167,923 shares; 2025Q2: 604,184 shares; 2025Q3: 658,039 shares; 2025Q4: 668,288 shares; 2026Q1: 687,280 shares 687,280 $40.9M 0.08% +18,992 Timeline SPMB 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: 1,455,570 shares; 2024Q4: 1,451,756 shares; 2025Q1: 1,516,233 shares; 2025Q2: 1,564,779 shares; 2025Q3: 1,658,965 shares; 2025Q4: 1,741,982 shares; 2026Q1: 1,813,363 shares 1,813,363 $40.6M 0.08% +71,381 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: 423,940 shares; 2024Q4: 432,470 shares; 2025Q1: 411,591 shares; 2025Q2: 441,616 shares; 2025Q3: 415,716 shares; 2025Q4: 420,310 shares; 2026Q1: 413,801 shares 413,801 $40.2M 0.08% -6,509 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,093 shares; 2024Q4: 54,333 shares; 2025Q1: 71,892 shares; 2025Q2: 74,147 shares; 2025Q3: 61,346 shares; 2025Q4: 507,915 shares; 2026Q1: 555,229 shares 555,229 $39.1M 0.08% +47,314 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: 35,347 shares; 2024Q4: 179,472 shares; 2025Q1: 195,160 shares; 2025Q2: 284,012 shares; 2025Q3: 340,168 shares; 2025Q4: 391,908 shares; 2026Q1: 432,734 shares 432,734 $38.8M 0.08% +40,826 Timeline EFAV 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: 205,077 shares; 2024Q4: 206,572 shares; 2025Q1: 234,377 shares; 2025Q2: 513,119 shares; 2025Q3: 520,379 shares; 2025Q4: 429,784 shares; 2026Q1: 420,714 shares 420,714 $38.4M 0.08% -9,070 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: 94,114 shares; 2024Q4: 120,978 shares; 2025Q1: 144,274 shares; 2025Q2: 187,236 shares; 2025Q3: 299,579 shares; 2025Q4: 321,366 shares; 2026Q1: 333,805 shares 333,805 $37.9M 0.08% +12,439 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: 139,904 shares; 2024Q4: 169,436 shares; 2025Q1: 140,275 shares; 2025Q2: 152,075 shares; 2025Q3: 165,663 shares; 2025Q4: 167,841 shares; 2026Q1: 182,419 shares 182,419 $37.7M 0.08% +14,578 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: not reported; 2026Q1: 191,107 shares 191,107 $37.7M 0.08% new 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: 62,095 shares; 2024Q4: 67,093 shares; 2025Q1: 61,565 shares; 2025Q2: 66,535 shares; 2025Q3: 68,347 shares; 2025Q4: 63,782 shares; 2026Q1: 87,138 shares 87,138 $37.7M 0.08% +23,356 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: 272,051 shares; 2024Q4: 312,142 shares; 2025Q1: 314,887 shares; 2025Q2: 102,939 shares; 2025Q3: 120,813 shares; 2025Q4: 132,602 shares; 2026Q1: 132,567 shares 132,567 $37.6M 0.08% -35 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: 254,332 shares; 2024Q4: 265,827 shares; 2025Q1: 391,535 shares; 2025Q2: 411,662 shares; 2025Q3: 269,909 shares; 2025Q4: 405,278 shares; 2026Q1: 397,650 shares 397,650 $37.5M 0.08% -7,628 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,162 shares; 2024Q4: 154,234 shares; 2025Q1: 143,499 shares; 2025Q2: 532,418 shares; 2025Q3: 534,746 shares; 2025Q4: 557,887 shares; 2026Q1: 640,106 shares 640,106 $37.4M 0.08% +82,219 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: 107,557 shares; 2024Q4: 135,936 shares; 2025Q1: 139,891 shares; 2025Q2: 132,975 shares; 2025Q3: 153,961 shares; 2025Q4: 139,782 shares; 2026Q1: 138,079 shares 138,079 $37.4M 0.08% -1,703 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: 573,922 shares; 2024Q4: 585,627 shares; 2025Q1: 593,746 shares; 2025Q2: 594,440 shares; 2025Q3: 576,253 shares; 2025Q4: 563,708 shares; 2026Q1: 592,591 shares 592,591 $36.4M 0.07% +28,883 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: 32,385 shares; 2024Q4: 139,247 shares; 2025Q1: 155,875 shares; 2025Q2: 235,902 shares; 2025Q3: 277,129 shares; 2025Q4: 318,385 shares; 2026Q1: 376,313 shares 376,313 $36.3M 0.07% +57,928 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: 878,415 shares; 2024Q4: 951,297 shares; 2025Q1: 1,056,068 shares; 2025Q2: 1,027,237 shares; 2025Q3: 826,879 shares; 2025Q4: 1,016,670 shares; 2026Q1: 738,069 shares 738,069 $36M 0.07% -278,601 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: 737,026 shares; 2024Q4: 758,066 shares; 2025Q1: 796,188 shares; 2025Q2: 797,777 shares; 2025Q3: 705,284 shares; 2025Q4: 761,901 shares; 2026Q1: 845,682 shares 845,682 $36M 0.07% +83,781 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,967,933 shares; 2024Q4: 1,163,819 shares; 2025Q1: 1,312,174 shares; 2025Q2: 2,385,171 shares; 2025Q3: 761,463 shares; 2025Q4: 1,046,163 shares; 2026Q1: 1,392,759 shares 1,392,759 $35.7M 0.07% +346,596 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: 315,471 shares; 2024Q4: 317,794 shares; 2025Q1: 286,165 shares; 2025Q2: 409,271 shares; 2025Q3: 433,473 shares; 2025Q4: 511,000 shares; 2026Q1: 481,421 shares 481,421 $34.9M 0.07% -29,579 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: 282,201 shares; 2024Q4: 281,320 shares; 2025Q1: 225,966 shares; 2025Q2: 95,264 shares; 2025Q3: 102,040 shares; 2025Q4: 112,817 shares; 2026Q1: 179,624 shares 179,624 $34.9M 0.07% +66,807 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: 24,769 shares; 2024Q4: 25,414 shares; 2025Q1: 27,366 shares; 2025Q2: 32,716 shares; 2025Q3: 35,279 shares; 2025Q4: 317,089 shares; 2026Q1: 362,591 shares 362,591 $34.9M 0.07% +45,502 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,165 shares; 2024Q4: 549,038 shares; 2025Q1: 533,155 shares; 2025Q2: 1,469,596 shares; 2025Q3: 1,459,955 shares; 2025Q4: 1,690,393 shares; 2026Q1: 1,661,788 shares 1,661,788 $34.4M 0.07% -28,605 Timeline VNQI 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: 626,231 shares; 2024Q4: 667,368 shares; 2025Q1: 659,177 shares; 2025Q2: 956,465 shares; 2025Q3: 1,850,404 shares; 2025Q4: 1,829,183 shares; 2026Q1: 773,018 shares 773,018 $34.4M 0.07% -1,056,165 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: 484,499 shares; 2024Q4: 473,100 shares; 2025Q1: 480,544 shares; 2025Q2: 338,768 shares; 2025Q3: 322,731 shares; 2025Q4: 557,735 shares; 2026Q1: 369,338 shares 369,338 $34.2M 0.07% -188,397 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: 70,421 shares; 2024Q4: 79,161 shares; 2025Q1: 85,662 shares; 2025Q2: 109,402 shares; 2025Q3: 121,277 shares; 2025Q4: 136,674 shares; 2026Q1: 139,822 shares 139,822 $34.2M 0.07% +3,148 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 721,857 shares; 2024Q4: 765,126 shares; 2025Q1: 831,795 shares; 2025Q2: 898,643 shares; 2025Q3: 1,082,258 shares; 2025Q4: 1,207,850 shares; 2026Q1: 1,254,071 shares 1,254,071 $34M 0.07% +46,221 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: 235,459 shares; 2024Q4: 230,816 shares; 2025Q1: 224,260 shares; 2025Q2: 223,334 shares; 2025Q3: 220,547 shares; 2025Q4: 223,106 shares; 2026Q1: 220,488 shares 220,488 $33.4M 0.07% -2,618 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,509,795 shares; 2024Q4: 1,515,103 shares; 2025Q1: 1,496,267 shares; 2025Q2: 707,477 shares; 2025Q3: 704,869 shares; 2025Q4: 659,009 shares; 2026Q1: 658,900 shares 658,900 $33.4M 0.07% -109 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 689,431 shares; 2024Q4: 718,159 shares; 2025Q1: 726,980 shares; 2025Q2: 962,942 shares; 2025Q3: 949,160 shares; 2025Q4: 985,400 shares; 2026Q1: 1,091,869 shares 1,091,869 $33.3M 0.07% +106,469 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: 16,481 shares; 2024Q4: 17,762 shares; 2025Q1: 23,849 shares; 2025Q2: 24,111 shares; 2025Q3: 79,089 shares; 2025Q4: 101,090 shares; 2026Q1: 208,521 shares 208,521 $32.8M 0.07% +107,431 Timeline LMBS 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: 189,189 shares; 2024Q4: 200,187 shares; 2025Q1: 226,186 shares; 2025Q2: 252,052 shares; 2025Q3: 297,522 shares; 2025Q4: 610,372 shares; 2026Q1: 657,287 shares 657,287 $32.7M 0.07% +46,915 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 864,186 shares; 2026Q1: 1,040,792 shares 1,040,792 $32.3M 0.07% +176,606 Timeline HYLB 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: 590,276 shares; 2024Q4: 576,597 shares; 2025Q1: 564,824 shares; 2025Q2: 1,118,080 shares; 2025Q3: 1,164,496 shares; 2025Q4: 884,694 shares; 2026Q1: 890,133 shares 890,133 $32.2M 0.07% +5,439 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: 432,755 shares; 2024Q4: 334,823 shares; 2025Q1: 292,841 shares; 2025Q2: 328,196 shares; 2025Q3: 416,896 shares; 2025Q4: 457,852 shares; 2026Q1: 438,550 shares 438,550 $32.1M 0.07% -19,302 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: 55,094 shares; 2024Q4: 49,016 shares; 2025Q1: 49,262 shares; 2025Q2: 49,618 shares; 2025Q3: 53,005 shares; 2025Q4: 264,275 shares; 2026Q1: 306,385 shares 306,385 $32M 0.07% +42,110 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,778 shares; 2024Q4: 140,943 shares; 2025Q1: 72,599 shares; 2025Q2: 162,846 shares; 2025Q3: 168,599 shares; 2025Q4: 212,965 shares; 2026Q1: 223,868 shares 223,868 $32M 0.07% +10,903 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425,979 shares; 2024Q4: 1,003,885 shares; 2025Q1: 838,313 shares; 2025Q2: 1,455,489 shares; 2025Q3: 789,710 shares; 2025Q4: 736,546 shares; 2026Q1: 1,094,902 shares 1,094,902 $31.9M 0.07% +358,356 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 699,049 shares; 2024Q4: 744,911 shares; 2025Q1: 822,047 shares; 2025Q2: 913,915 shares; 2025Q3: 1,057,436 shares; 2025Q4: 1,206,990 shares; 2026Q1: 1,368,848 shares 1,368,848 $31.9M 0.07% +161,858 Timeline EMB 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: 1,907,633 shares; 2024Q4: 1,808,020 shares; 2025Q1: 1,701,145 shares; 2025Q2: 480,658 shares; 2025Q3: 1,638,442 shares; 2025Q4: 1,328,336 shares; 2026Q1: 339,782 shares 339,782 $31.9M 0.07% -988,554 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 685,848 shares; 2024Q4: 690,438 shares; 2025Q1: 685,579 shares; 2025Q2: 668,180 shares; 2025Q3: 686,129 shares; 2025Q4: 683,905 shares; 2026Q1: 703,278 shares 703,278 $31.9M 0.07% +19,373 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,869 shares; 2024Q4: 58,824 shares; 2025Q1: 70,961 shares; 2025Q2: 142,655 shares; 2025Q3: 184,128 shares; 2025Q4: 269,263 shares; 2026Q1: 267,635 shares 267,635 $31.7M 0.06% -1,628 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,580 shares; 2024Q4: 21,032 shares; 2025Q1: 23,335 shares; 2025Q2: 373,697 shares; 2025Q3: 359,760 shares; 2025Q4: 388,841 shares; 2026Q1: 342,624 shares 342,624 $31.6M 0.06% -46,217 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: 1,053,852 shares; 2024Q4: 1,049,269 shares; 2025Q1: 1,059,684 shares; 2025Q2: 616,360 shares; 2025Q3: 679,124 shares; 2025Q4: 610,890 shares; 2026Q1: 623,069 shares 623,069 $31.4M 0.06% +12,179 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 687,643 shares; 2025Q4: 639,591 shares; 2026Q1: 630,258 shares 630,258 $31.3M 0.06% -9,333 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228 shares; 2024Q4: 49,333 shares; 2025Q1: 51,453 shares; 2025Q2: 117,261 shares; 2025Q3: 129,189 shares; 2025Q4: 172,625 shares; 2026Q1: 183,483 shares 183,483 $31.3M 0.06% +10,858 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: 66,747 shares; 2024Q4: 67,389 shares; 2025Q1: 62,466 shares; 2025Q2: 71,294 shares; 2025Q3: 92,116 shares; 2025Q4: 96,071 shares; 2026Q1: 95,240 shares 95,240 $31M 0.06% -831 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: 185,970 shares; 2024Q4: 189,285 shares; 2025Q1: 185,759 shares; 2025Q2: 116,837 shares; 2025Q3: 113,434 shares; 2025Q4: 108,702 shares; 2026Q1: 111,457 shares 111,457 $31M 0.06% +2,755 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 27,722 shares; 2025Q1: 20,747 shares; 2025Q2: 97,178 shares; 2025Q3: 127,296 shares; 2025Q4: 629,062 shares; 2026Q1: 619,097 shares 619,097 $30.9M 0.06% -9,965 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,740 shares; 2024Q4: 217,873 shares; 2025Q1: 239,197 shares; 2025Q2: 272,105 shares; 2025Q3: 573,593 shares; 2025Q4: 766,865 shares; 2026Q1: 920,621 shares 920,621 $30.7M 0.06% +153,756 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,628 shares; 2024Q4: 175,944 shares; 2025Q1: 195,421 shares; 2025Q2: 309,901 shares; 2025Q3: 411,673 shares; 2025Q4: 540,905 shares; 2026Q1: 627,455 shares 627,455 $30.6M 0.06% +86,550 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T 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: 1,074,537 shares; 2025Q4: 1,128,678 shares; 2026Q1: 1,199,578 shares 1,199,578 $30.4M 0.06% +70,900 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 77,172 shares; 2025Q1: 74,427 shares; 2025Q2: 464,986 shares; 2025Q3: 470,128 shares; 2025Q4: 482,403 shares; 2026Q1: 509,963 shares 509,963 $30.3M 0.06% +27,560 Timeline CERY 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: not reported; 2024Q4: 436,615 shares; 2025Q1: 929,203 shares; 2025Q2: 581,474 shares; 2025Q3: 931,544 shares; 2025Q4: 636,289 shares; 2026Q1: 855,806 shares 855,806 $30.2M 0.06% +219,517 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: 6,884 shares; 2024Q4: 11,450 shares; 2025Q1: 13,829 shares; 2025Q2: 20,382 shares; 2025Q3: 26,991 shares; 2025Q4: 36,158 shares; 2026Q1: 34,842 shares 34,842 $30.2M 0.06% -1,316 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,405 shares; 2024Q4: 253,624 shares; 2025Q1: 221,832 shares; 2025Q2: 357,329 shares; 2025Q3: 553,703 shares; 2025Q4: 438,711 shares; 2026Q1: 577,321 shares 577,321 $30M 0.06% +138,610 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: 10,888 shares; 2024Q4: 14,409 shares; 2025Q1: 17,542 shares; 2025Q2: 21,780 shares; 2025Q3: 50,007 shares; 2025Q4: 62,474 shares; 2026Q1: 78,087 shares 78,087 $29.9M 0.06% +15,613 Timeline GVI 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: 370,166 shares; 2024Q4: 345,794 shares; 2025Q1: 311,482 shares; 2025Q2: 301,816 shares; 2025Q3: 287,030 shares; 2025Q4: 280,039 shares; 2026Q1: 278,315 shares 278,315 $29.7M 0.06% -1,724 Timeline EWX 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: 1,836 shares; 2024Q4: 2,144 shares; 2025Q1: 603 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 449,638 shares; 2026Q1: 446,425 shares 446,425 $29.5M 0.06% -3,213 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: 109,065 shares; 2024Q4: 152,901 shares; 2025Q1: 175,330 shares; 2025Q2: 249,065 shares; 2025Q3: 299,238 shares; 2025Q4: 336,564 shares; 2026Q1: 387,070 shares 387,070 $29.4M 0.06% +50,506 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: 532,595 shares; 2024Q4: 543,199 shares; 2025Q1: 544,487 shares; 2025Q2: 453,080 shares; 2025Q3: 450,153 shares; 2025Q4: 457,432 shares; 2026Q1: 467,017 shares 467,017 $29.2M 0.06% +9,585 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 563,390 shares; 2024Q4: 575,697 shares; 2025Q1: 573,853 shares; 2025Q2: 643,491 shares; 2025Q3: 682,951 shares; 2025Q4: 804,196 shares; 2026Q1: 776,649 shares 776,649 $28.9M 0.06% -27,547 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: 35,921 shares; 2024Q4: 37,900 shares; 2025Q1: 38,063 shares; 2025Q2: 23,231 shares; 2025Q3: 30,631 shares; 2025Q4: 37,654 shares; 2026Q1: 58,741 shares 58,741 $28.9M 0.06% +21,087 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: 5,703 shares; 2024Q4: 11,168 shares; 2025Q1: 108,030 shares; 2025Q2: 114,682 shares; 2025Q3: 125,578 shares; 2025Q4: 131,066 shares; 2026Q1: 144,528 shares 144,528 $28.6M 0.06% +13,462 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: 18,427 shares; 2024Q4: 33,804 shares; 2025Q1: 52,955 shares; 2025Q2: 64,785 shares; 2025Q3: 51,251 shares; 2025Q4: 52,769 shares; 2026Q1: 50,824 shares 50,824 $28.6M 0.06% -1,945 Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 439,553 shares; 2024Q4: 443,185 shares; 2025Q1: 449,838 shares; 2025Q2: 469,229 shares; 2025Q3: 480,215 shares; 2025Q4: 503,917 shares; 2026Q1: 490,777 shares 490,777 $28.6M 0.06% -13,140 Timeline JGLO 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: 803,357 shares; 2024Q4: 794,532 shares; 2025Q1: 770,008 shares; 2025Q2: 759,809 shares; 2025Q3: 526,067 shares; 2025Q4: 442,511 shares; 2026Q1: 436,168 shares 436,168 $28.5M 0.06% -6,343 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 596,473 shares; 2024Q4: 343,134 shares; 2025Q1: 420,810 shares; 2025Q2: 686,520 shares; 2025Q3: 425,393 shares; 2025Q4: 453,787 shares; 2026Q1: 345,886 shares 345,886 $28.4M 0.06% -107,901 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: 135,376 shares; 2024Q4: 140,584 shares; 2025Q1: 151,200 shares; 2025Q2: 188,912 shares; 2025Q3: 367,501 shares; 2025Q4: 556,817 shares; 2026Q1: 703,381 shares 703,381 $28.3M 0.06% +146,564 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: 248,283 shares; 2024Q4: 187,154 shares; 2025Q1: 160,625 shares; 2025Q2: 169,406 shares; 2025Q3: 161,249 shares; 2025Q4: 160,420 shares; 2026Q1: 171,725 shares 171,725 $28.3M 0.06% +11,305 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309,441 shares; 2024Q4: 313,060 shares; 2025Q1: 334,516 shares; 2025Q2: 346,674 shares; 2025Q3: 356,941 shares; 2025Q4: 346,662 shares; 2026Q1: 325,352 shares 325,352 $28.3M 0.06% -21,310 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: 8,108 shares; 2024Q4: 9,895 shares; 2025Q1: 15,871 shares; 2025Q2: 17,572 shares; 2025Q3: 34,231 shares; 2025Q4: 34,523 shares; 2026Q1: 33,322 shares 33,322 $28.2M 0.06% -1,201 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: 147,176 shares; 2024Q4: 166,895 shares; 2025Q1: 157,713 shares; 2025Q2: 154,435 shares; 2025Q3: 176,918 shares; 2025Q4: 174,873 shares; 2026Q1: 232,295 shares 232,295 $27.9M 0.06% +57,422 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: 27 shares; 2025Q2: 44,530 shares; 2025Q3: 99,785 shares; 2025Q4: 198,655 shares; 2026Q1: 184,804 shares 184,804 $27.9M 0.06% -13,851 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: 37,351 shares; 2024Q4: 47,945 shares; 2025Q1: 49,303 shares; 2025Q2: 56,582 shares; 2025Q3: 62,757 shares; 2025Q4: 70,608 shares; 2026Q1: 84,474 shares 84,474 $27.8M 0.06% +13,866 Timeline NBOS NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,401,491 shares; 2024Q4: 1,369,681 shares; 2025Q1: 1,331,081 shares; 2025Q2: 1,278,892 shares; 2025Q3: 1,232,545 shares; 2025Q4: 1,059,078 shares; 2026Q1: 1,037,056 shares 1,037,056 $27.7M 0.06% -22,022 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: 4,466 shares; 2024Q4: 78,592 shares; 2025Q1: 70,868 shares; 2025Q2: 291,184 shares; 2025Q3: 282,684 shares; 2025Q4: 279,505 shares; 2026Q1: 285,066 shares 285,066 $27.6M 0.06% +5,561 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 392,729 shares; 2024Q4: 397,511 shares; 2025Q1: 389,348 shares; 2025Q2: 401,301 shares; 2025Q3: 416,710 shares; 2025Q4: 429,939 shares; 2026Q1: 428,677 shares 428,677 $27.5M 0.06% -1,262 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: 554,566 shares; 2026Q1: 517,403 shares 517,403 $27.3M 0.06% -37,163 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: 27,631 shares; 2024Q4: 42,158 shares; 2025Q1: 51,418 shares; 2025Q2: 53,908 shares; 2025Q3: 100,163 shares; 2025Q4: 124,828 shares; 2026Q1: 149,687 shares 149,687 $27.2M 0.06% +24,859 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: 21,458 shares; 2024Q4: 22,023 shares; 2025Q1: 35,142 shares; 2025Q2: 38,035 shares; 2025Q3: 36,760 shares; 2025Q4: 28,197 shares; 2026Q1: 30,119 shares 30,119 $27M 0.05% +1,922 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,181 shares; 2024Q4: 83,413 shares; 2025Q1: 238,779 shares; 2025Q2: 274,467 shares; 2025Q3: 260,398 shares; 2025Q4: 267,915 shares; 2026Q1: 284,477 shares 284,477 $27M 0.05% +16,562 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: 204,071 shares; 2024Q4: 79,865 shares; 2025Q1: 85,297 shares; 2025Q2: 92,391 shares; 2025Q3: 89,850 shares; 2025Q4: 90,483 shares; 2026Q1: 59,954 shares 59,954 $26.8M 0.05% -30,529 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: 19,958 shares; 2025Q1: 16,553 shares; 2025Q2: 23,851 shares; 2025Q3: 24,560 shares; 2025Q4: 27,200 shares; 2026Q1: 27,769 shares 27,769 $26.7M 0.05% +569 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: 38,936 shares; 2024Q4: 29,283 shares; 2025Q1: 32,219 shares; 2025Q2: 41,689 shares; 2025Q3: 50,437 shares; 2025Q4: 55,494 shares; 2026Q1: 211,138 shares 211,138 $26.7M 0.05% +155,644 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,795 shares; 2024Q4: 75,149 shares; 2025Q1: 101,903 shares; 2025Q2: 277,379 shares; 2025Q3: 363,460 shares; 2025Q4: 432,864 shares; 2026Q1: 480,636 shares 480,636 $26.5M 0.05% +47,772 Timeline FLCH FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,673 shares; 2025Q1: 6,857 shares; 2025Q2: 16,728 shares; 2025Q3: 31,789 shares; 2025Q4: 1,025,288 shares; 2026Q1: 1,184,658 shares 1,184,658 $26.5M 0.05% +159,370 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,561 shares; 2024Q4: 135,108 shares; 2025Q1: 150,171 shares; 2025Q2: 208,294 shares; 2025Q3: 221,291 shares; 2025Q4: 234,275 shares; 2026Q1: 231,437 shares 231,437 $26.4M 0.05% -2,838 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: 131,337 shares; 2024Q4: 174,240 shares; 2025Q1: 187,934 shares; 2025Q2: 186,379 shares; 2025Q3: 156,862 shares; 2025Q4: 135,082 shares; 2026Q1: 141,158 shares 141,158 $26.3M 0.05% +6,076 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,456 shares; 2024Q4: 22,944 shares; 2025Q1: 82,693 shares; 2025Q2: 365,502 shares; 2025Q3: 468,513 shares; 2025Q4: 648,845 shares; 2026Q1: 837,035 shares 837,035 $26.3M 0.05% +188,190 Timeline VTWG 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: 124,659 shares; 2024Q4: 123,516 shares; 2025Q1: 127,059 shares; 2025Q2: 132,373 shares; 2025Q3: 125,642 shares; 2025Q4: 114,359 shares; 2026Q1: 114,799 shares 114,799 $26.3M 0.05% +440 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: 464,287 shares; 2024Q4: 439,175 shares; 2025Q1: 440,678 shares; 2025Q2: 442,486 shares; 2025Q3: 430,417 shares; 2025Q4: 426,437 shares; 2026Q1: 443,169 shares 443,169 $26.2M 0.05% +16,732 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 939,864 shares; 2024Q4: 896,718 shares; 2025Q1: 1,008,475 shares; 2025Q2: 1,033,002 shares; 2025Q3: 1,080,843 shares; 2025Q4: 1,174,976 shares; 2026Q1: 1,263,721 shares 1,263,721 $26.2M 0.05% +88,745 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,334 shares; 2025Q3: 534,638 shares; 2025Q4: 751,163 shares; 2026Q1: 890,379 shares 890,379 $26.1M 0.05% +139,216 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354,859 shares; 2024Q4: 177,770 shares; 2025Q1: 184,060 shares; 2025Q2: 186,446 shares; 2025Q3: 188,817 shares; 2025Q4: 180,263 shares; 2026Q1: 191,100 shares 191,100 $26.1M 0.05% +10,837 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: 983,782 shares; 2024Q4: 998,447 shares; 2025Q1: 986,131 shares; 2025Q2: 712,151 shares; 2025Q3: 690,282 shares; 2025Q4: 627,917 shares; 2026Q1: 612,261 shares 612,261 $26.1M 0.05% -15,656 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,120 shares; 2024Q4: 84,510 shares; 2025Q1: 93,440 shares; 2025Q2: 182,916 shares; 2025Q3: 200,168 shares; 2025Q4: 213,583 shares; 2026Q1: 219,104 shares 219,104 $26M 0.05% +5,521 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: 8,044 shares; 2024Q4: 8,942 shares; 2025Q1: 9,634 shares; 2025Q2: 11,245 shares; 2025Q3: 12,625 shares; 2025Q4: 13,321 shares; 2026Q1: 80,499 shares 80,499 $26M 0.05% +67,178 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: 81,554 shares; 2024Q4: 50,378 shares; 2025Q1: 50,282 shares; 2025Q2: 53,907 shares; 2025Q3: 55,521 shares; 2025Q4: 56,986 shares; 2026Q1: 55,911 shares 55,911 $25.8M 0.05% -1,075 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,952 shares; 2024Q4: 69,807 shares; 2025Q1: 78,431 shares; 2025Q2: 107,811 shares; 2025Q3: 141,669 shares; 2025Q4: 355,617 shares; 2026Q1: 442,827 shares 442,827 $25.6M 0.05% +87,210 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: 67,025 shares; 2024Q4: 69,073 shares; 2025Q1: 74,337 shares; 2025Q2: 76,453 shares; 2025Q3: 79,015 shares; 2025Q4: 81,465 shares; 2026Q1: 83,777 shares 83,777 $25.3M 0.05% +2,312 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: 46,499 shares; 2024Q4: 54,803 shares; 2025Q1: 55,456 shares; 2025Q2: 60,582 shares; 2025Q3: 65,392 shares; 2025Q4: 87,126 shares; 2026Q1: 107,249 shares 107,249 $25.3M 0.05% +20,123 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: 84,163 shares; 2024Q4: 103,128 shares; 2025Q1: 124,267 shares; 2025Q2: 149,787 shares; 2025Q3: 406,088 shares; 2025Q4: 448,587 shares; 2026Q1: 528,890 shares 528,890 $24.7M 0.05% +80,303 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 246,475 shares; 2026Q1: 271,143 shares 271,143 $24.7M 0.05% +24,668 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 338,568 shares; 2024Q4: 336,615 shares; 2025Q1: 344,886 shares; 2025Q2: 216,501 shares; 2025Q3: 206,576 shares; 2025Q4: 212,450 shares; 2026Q1: 212,724 shares 212,724 $24.6M 0.05% +274 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,375 shares; 2024Q4: 179,583 shares; 2025Q1: 189,597 shares; 2025Q2: 285,816 shares; 2025Q3: 357,172 shares; 2025Q4: 443,668 shares; 2026Q1: 509,464 shares 509,464 $24.5M 0.05% +65,796 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,809 shares; 2024Q4: 92,088 shares; 2025Q1: 69,082 shares; 2025Q2: 403,260 shares; 2025Q3: 344,265 shares; 2025Q4: 304,993 shares; 2026Q1: 310,693 shares 310,693 $24.4M 0.05% +5,700 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: 41,616 shares; 2024Q4: 63,819 shares; 2025Q1: 84,238 shares; 2025Q2: 102,036 shares; 2025Q3: 117,823 shares; 2025Q4: 118,832 shares; 2026Q1: 133,173 shares 133,173 $24.3M 0.05% +14,341 Timeline BAI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78,546 shares; 2025Q3: 157,485 shares; 2025Q4: 178,182 shares; 2026Q1: 732,673 shares 732,673 $24.1M 0.05% +554,491 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,998 shares; 2024Q4: 95,495 shares; 2025Q1: 105,988 shares; 2025Q2: 149,345 shares; 2025Q3: 170,870 shares; 2025Q4: 180,068 shares; 2026Q1: 205,708 shares 205,708 $23.8M 0.05% +25,640 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: 664,501 shares; 2024Q4: 657,571 shares; 2025Q1: 640,405 shares; 2025Q2: 591,072 shares; 2025Q3: 583,243 shares; 2025Q4: 569,122 shares; 2026Q1: 552,144 shares 552,144 $23.3M 0.05% -16,978 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297,666 shares; 2024Q4: 330,537 shares; 2025Q1: 397,501 shares; 2025Q2: 438,545 shares; 2025Q3: 464,548 shares; 2025Q4: 411,115 shares; 2026Q1: 408,814 shares 408,814 $23M 0.05% -2,301 Timeline QTUM 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: 32,780 shares; 2024Q4: 39,617 shares; 2025Q1: 51,037 shares; 2025Q2: 61,857 shares; 2025Q3: 166,060 shares; 2025Q4: 184,981 shares; 2026Q1: 214,076 shares 214,076 $23M 0.05% +29,095 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: 150,509 shares; 2024Q4: 167,652 shares; 2025Q1: 166,972 shares; 2025Q2: 100,423 shares; 2025Q3: 105,319 shares; 2025Q4: 108,043 shares; 2026Q1: 104,898 shares 104,898 $22.8M 0.05% -3,145 Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 7,000 shares; 2025Q1: 27,552 shares; 2025Q2: 83,508 shares; 2025Q3: 102,712 shares; 2025Q4: 227,506 shares; 2026Q1: 280,844 shares 280,844 $22.8M 0.05% +53,338 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: 246,117 shares; 2025Q1: 218,716 shares; 2025Q2: 274,482 shares; 2025Q3: 281,809 shares; 2025Q4: 304,508 shares; 2026Q1: 185,578 shares 185,578 $22.8M 0.05% -118,930 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 338,317 shares; 2026Q1: 399,144 shares 399,144 $22.7M 0.05% +60,827 Timeline XUDV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 820,785 shares; 2025Q3: 807,942 shares; 2025Q4: 809,452 shares; 2026Q1: 801,912 shares 801,912 $22.6M 0.05% -7,540 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: 2,536 shares; 2024Q4: 32,097 shares; 2025Q1: 13,045 shares; 2025Q2: 34,834 shares; 2025Q3: 42,850 shares; 2025Q4: 67,281 shares; 2026Q1: 71,851 shares 71,851 $22.6M 0.05% +4,570 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333,003 shares; 2024Q4: 454,267 shares; 2025Q1: 450,651 shares; 2025Q2: 523,748 shares; 2025Q3: 559,288 shares; 2025Q4: 471,035 shares; 2026Q1: 465,444 shares 465,444 $22.5M 0.05% -5,591 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,673 shares; 2024Q4: 266,134 shares; 2025Q1: 277,265 shares; 2025Q2: 282,713 shares; 2025Q3: 506,568 shares; 2025Q4: 564,722 shares; 2026Q1: 625,780 shares 625,780 $22.5M 0.05% +61,058 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,561 shares; 2024Q4: 57,955 shares; 2025Q1: 77,428 shares; 2025Q2: 79,417 shares; 2025Q3: 68,316 shares; 2025Q4: 78,139 shares; 2026Q1: 105,770 shares 105,770 $22.4M 0.05% +27,631 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: 38,516 shares; 2024Q4: 47,832 shares; 2025Q1: 29,831 shares; 2025Q2: 33,049 shares; 2025Q3: 32,150 shares; 2025Q4: 32,152 shares; 2026Q1: 39,640 shares 39,640 $22.3M 0.05% +7,488 Timeline CMF 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: 268,406 shares; 2024Q4: 329,404 shares; 2025Q1: 358,976 shares; 2025Q2: 387,350 shares; 2025Q3: 362,301 shares; 2025Q4: 372,882 shares; 2026Q1: 391,733 shares 391,733 $22.3M 0.05% +18,851 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,586 shares; 2024Q4: 20,860 shares; 2025Q1: 19,612 shares; 2025Q2: 20,581 shares; 2025Q3: 21,191 shares; 2025Q4: 20,327 shares; 2026Q1: 20,321 shares 20,321 $22.2M 0.05% -6 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,205 shares; 2024Q4: 85,456 shares; 2025Q1: 70,518 shares; 2025Q2: 88,599 shares; 2025Q3: 108,294 shares; 2025Q4: 131,041 shares; 2026Q1: 126,405 shares 126,405 $22.2M 0.05% -4,636 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,006 shares; 2024Q4: 76,542 shares; 2025Q1: 76,302 shares; 2025Q2: 80,204 shares; 2025Q3: 78,717 shares; 2025Q4: 73,010 shares; 2026Q1: 73,969 shares 73,969 $22M 0.04% +959 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: 40,780 shares; 2024Q4: 56,108 shares; 2025Q1: 61,619 shares; 2025Q2: 97,365 shares; 2025Q3: 124,482 shares; 2025Q4: 148,071 shares; 2026Q1: 139,752 shares 139,752 $21.7M 0.04% -8,319 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,994 shares; 2024Q4: 53,691 shares; 2025Q1: 50,816 shares; 2025Q2: 112,750 shares; 2025Q3: 135,236 shares; 2025Q4: 150,877 shares; 2026Q1: 171,602 shares 171,602 $21.7M 0.04% +20,725 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275,972 shares; 2024Q4: 272,646 shares; 2025Q1: 275,874 shares; 2025Q2: 267,559 shares; 2025Q3: 243,056 shares; 2025Q4: 239,820 shares; 2026Q1: 244,856 shares 244,856 $21.7M 0.04% +5,036 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: 3,699,263 shares; 2024Q4: 3,653,112 shares; 2025Q1: 2,038,984 shares; 2025Q2: 2,234,608 shares; 2025Q3: 2,428,467 shares; 2025Q4: 2,513,315 shares; 2026Q1: 758,170 shares 758,170 $21.3M 0.04% -1,755,145 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: 38,895 shares; 2024Q4: 120,478 shares; 2025Q1: 122,680 shares; 2025Q2: 189,400 shares; 2025Q3: 230,532 shares; 2025Q4: 177,985 shares; 2026Q1: 188,714 shares 188,714 $21.2M 0.04% +10,729 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447 shares; 2024Q4: 455 shares; 2025Q1: 419 shares; 2025Q2: 529 shares; 2025Q3: 571 shares; 2025Q4: 39,960 shares; 2026Q1: 127,164 shares 127,164 $21.1M 0.04% +87,204 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,633 shares; 2024Q4: 33,624 shares; 2025Q1: 21,964 shares; 2025Q2: 25,893 shares; 2025Q3: 27,841 shares; 2025Q4: 29,486 shares; 2026Q1: 35,787 shares 35,787 $21.1M 0.04% +6,301 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: 2,364 shares; 2024Q4: 14,770 shares; 2025Q1: 19,785 shares; 2025Q2: 75,767 shares; 2025Q3: 92,914 shares; 2025Q4: 88,821 shares; 2026Q1: 121,090 shares 121,090 $20.9M 0.04% +32,269 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: 132,020 shares; 2024Q4: 142,370 shares; 2025Q1: 158,441 shares; 2025Q2: 181,491 shares; 2025Q3: 181,207 shares; 2025Q4: 186,046 shares; 2026Q1: 202,552 shares 202,552 $20.8M 0.04% +16,506 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,224 shares; 2024Q4: 57,192 shares; 2025Q1: 58,251 shares; 2025Q2: 70,279 shares; 2025Q3: 69,032 shares; 2025Q4: 71,373 shares; 2026Q1: 77,792 shares 77,792 $20.8M 0.04% +6,419 Timeline GXC 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: not reported; 2024Q4: not reported; 2025Q1: 106 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 219,473 shares; 2026Q1: 221,133 shares 221,133 $20.6M 0.04% +1,660 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: 291,440 shares; 2024Q4: 430,889 shares; 2025Q1: 468,559 shares; 2025Q2: 365,685 shares; 2025Q3: 472,845 shares; 2025Q4: 507,255 shares; 2026Q1: 614,892 shares 614,892 $20.4M 0.04% +107,637 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: 10,767 shares; 2024Q4: 51,033 shares; 2025Q1: 54,167 shares; 2025Q2: 144,651 shares; 2025Q3: 207,724 shares; 2025Q4: 244,212 shares; 2026Q1: 137,810 shares 137,810 $20.3M 0.04% -106,402 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,112 shares; 2024Q4: 23,593 shares; 2025Q1: 32,820 shares; 2025Q2: 79,376 shares; 2025Q3: 97,541 shares; 2025Q4: 116,166 shares; 2026Q1: 138,267 shares 138,267 $20.1M 0.04% +22,101 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,979 shares; 2024Q4: 6,040 shares; 2025Q1: 8,341 shares; 2025Q2: 680,156 shares; 2025Q3: 790,518 shares; 2025Q4: 832,848 shares; 2026Q1: 831,333 shares 831,333 $20.1M 0.04% -1,515 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: 764 shares; 2024Q4: 147,148 shares; 2025Q1: 126,732 shares; 2025Q2: 798,594 shares; 2025Q3: 805,112 shares; 2025Q4: 813,658 shares; 2026Q1: 791,488 shares 791,488 $19.9M 0.04% -22,170 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: 26,866 shares; 2024Q4: 28,374 shares; 2025Q1: 27,535 shares; 2025Q2: 27,598 shares; 2025Q3: 27,894 shares; 2025Q4: 32,917 shares; 2026Q1: 33,568 shares 33,568 $19.4M 0.04% +651 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,877 shares; 2024Q4: 640,202 shares; 2025Q1: 820,717 shares; 2025Q2: 2,028,677 shares; 2025Q3: 2,755,888 shares; 2025Q4: 3,416,144 shares; 2026Q1: 3,849,993 shares 3,849,993 $19.4M 0.04% +433,849 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: 20,323 shares; 2024Q4: 33,787 shares; 2025Q1: 28,588 shares; 2025Q2: 58,193 shares; 2025Q3: 65,440 shares; 2025Q4: 72,228 shares; 2026Q1: 79,253 shares 79,253 $19.3M 0.04% +7,025 Timeline XEMD 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: not reported; 2025Q3: not reported; 2025Q4: 438,534 shares; 2026Q1: 435,299 shares 435,299 $19.1M 0.04% -3,235 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: 71,863 shares; 2024Q4: 61,730 shares; 2025Q1: 61,054 shares; 2025Q2: 61,476 shares; 2025Q3: 49,364 shares; 2025Q4: 43,422 shares; 2026Q1: 44,314 shares 44,314 $19.1M 0.04% +892 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 555,992 shares; 2024Q4: 573,668 shares; 2025Q1: 541,253 shares; 2025Q2: 497,297 shares; 2025Q3: 465,116 shares; 2025Q4: 459,887 shares; 2026Q1: 450,749 shares 450,749 $19M 0.04% -9,138 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: 2,177,364 shares; 2024Q4: 296,870 shares; 2025Q1: 57,090 shares; 2025Q2: 127,417 shares; 2025Q3: 156,118 shares; 2025Q4: 144,683 shares; 2026Q1: 136,538 shares 136,538 $19M 0.04% -8,145 Timeline DEM 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: 375,417 shares; 2024Q4: 382,260 shares; 2025Q1: 383,602 shares; 2025Q2: 386,617 shares; 2025Q3: 377,979 shares; 2025Q4: 382,581 shares; 2026Q1: 379,386 shares 379,386 $18.9M 0.04% -3,195 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,537 shares; 2024Q4: 69,434 shares; 2025Q1: 75,987 shares; 2025Q2: 183,000 shares; 2025Q3: 265,518 shares; 2025Q4: 383,601 shares; 2026Q1: 400,455 shares 400,455 $18.8M 0.04% +16,854 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: 193,121 shares; 2024Q4: 126,058 shares; 2025Q1: 124,509 shares; 2025Q2: 129,904 shares; 2025Q3: 128,059 shares; 2025Q4: 152,199 shares; 2026Q1: 129,836 shares 129,836 $18.8M 0.04% -22,363 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: 13,089 shares; 2024Q4: 15,486 shares; 2025Q1: 29,014 shares; 2025Q2: 40,567 shares; 2025Q3: 73,272 shares; 2025Q4: 73,376 shares; 2026Q1: 86,198 shares 86,198 $18.7M 0.04% +12,822 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: 97,836 shares; 2024Q4: 90,846 shares; 2025Q1: 100,343 shares; 2025Q2: 157,038 shares; 2025Q3: 196,866 shares; 2025Q4: 215,669 shares; 2026Q1: 357,384 shares 357,384 $18.6M 0.04% +141,715 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,625 shares; 2024Q4: 122,276 shares; 2025Q1: 101,663 shares; 2025Q2: 99,518 shares; 2025Q3: 103,195 shares; 2025Q4: 104,380 shares; 2026Q1: 167,671 shares 167,671 $18.6M 0.04% +63,291 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: 18,470 shares; 2024Q4: 38,262 shares; 2025Q1: 47,304 shares; 2025Q2: 84,158 shares; 2025Q3: 107,894 shares; 2025Q4: 123,669 shares; 2026Q1: 141,471 shares 141,471 $18.5M 0.04% +17,802 Timeline AOR 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: 304,229 shares; 2024Q4: 303,144 shares; 2025Q1: 305,010 shares; 2025Q2: 295,098 shares; 2025Q3: 283,333 shares; 2025Q4: 280,640 shares; 2026Q1: 286,174 shares 286,174 $18.4M 0.04% +5,534 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 333 shares; 2025Q1: 326 shares; 2025Q2: 3,756 shares; 2025Q3: 4,033 shares; 2025Q4: 30,564 shares; 2026Q1: 78,062 shares 78,062 $18.2M 0.04% +47,498 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: 162,506 shares; 2024Q4: 185,543 shares; 2025Q1: 181,849 shares; 2025Q2: 201,809 shares; 2025Q3: 205,497 shares; 2025Q4: 217,311 shares; 2026Q1: 194,081 shares 194,081 $18M 0.04% -23,230 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391,538 shares; 2024Q4: 458,258 shares; 2025Q1: 504,685 shares; 2025Q2: 570,731 shares; 2025Q3: 498,450 shares; 2025Q4: 342,270 shares; 2026Q1: 558,547 shares 558,547 $17.9M 0.04% +216,277 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303,304 shares; 2024Q4: 144,277 shares; 2025Q1: 91,208 shares; 2025Q2: 171,939 shares; 2025Q3: 165,106 shares; 2025Q4: 444,776 shares; 2026Q1: 389,356 shares 389,356 $17.9M 0.04% -55,420 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: 268,056 shares; 2024Q4: 254,196 shares; 2025Q1: 47,250 shares; 2025Q2: 60,925 shares; 2025Q3: 61,809 shares; 2025Q4: 59,699 shares; 2026Q1: 65,662 shares 65,662 $17.5M 0.04% +5,963 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224 shares; 2024Q4: 26,028 shares; 2025Q1: 36,470 shares; 2025Q2: 77,879 shares; 2025Q3: 102,270 shares; 2025Q4: 121,623 shares; 2026Q1: 137,988 shares 137,988 $17.5M 0.04% +16,365 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: 30,918 shares; 2024Q4: 33,265 shares; 2025Q1: 37,861 shares; 2025Q2: 42,513 shares; 2025Q3: 45,430 shares; 2025Q4: 48,032 shares; 2026Q1: 48,695 shares 48,695 $17.4M 0.04% +663 Timeline FDIS 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: 16,397 shares; 2024Q4: 45,005 shares; 2025Q1: 55,788 shares; 2025Q2: 65,079 shares; 2025Q3: 148,075 shares; 2025Q4: 212,089 shares; 2026Q1: 186,211 shares 186,211 $17.4M 0.04% -25,878 Timeline ICVT 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: 254,643 shares; 2024Q4: 259,371 shares; 2025Q1: 94,347 shares; 2025Q2: 80,105 shares; 2025Q3: 214,298 shares; 2025Q4: 178,326 shares; 2026Q1: 170,440 shares 170,440 $17.3M 0.04% -7,886 Timeline TDIV 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: 112,842 shares; 2024Q4: 137,792 shares; 2025Q1: 148,464 shares; 2025Q2: 159,187 shares; 2025Q3: 161,148 shares; 2025Q4: 169,089 shares; 2026Q1: 184,218 shares 184,218 $17.3M 0.04% +15,129 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: 100,929 shares; 2024Q4: 121,229 shares; 2025Q1: 131,203 shares; 2025Q2: 149,419 shares; 2025Q3: 133,503 shares; 2025Q4: 140,650 shares; 2026Q1: 151,882 shares 151,882 $17.2M 0.04% +11,232 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305,242 shares; 2024Q4: 117,646 shares; 2025Q1: 153,881 shares; 2025Q2: 182,374 shares; 2025Q3: 179,327 shares; 2025Q4: 348,294 shares; 2026Q1: 303,562 shares 303,562 $17.2M 0.04% -44,732 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: 54,070 shares; 2024Q4: 68,073 shares; 2025Q1: 69,072 shares; 2025Q2: 45,535 shares; 2025Q3: 48,812 shares; 2025Q4: 55,322 shares; 2026Q1: 54,725 shares 54,725 $17M 0.03% -597 Timeline IDEF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 517,044 shares 517,044 $16.9M 0.03% new Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,113 shares; 2024Q4: 35,894 shares; 2025Q1: 36,746 shares; 2025Q2: 38,069 shares; 2025Q3: 40,134 shares; 2025Q4: 42,383 shares; 2026Q1: 38,808 shares 38,808 $16.9M 0.03% -3,575 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: 5,443 shares; 2024Q4: 72,035 shares; 2025Q1: 53,720 shares; 2025Q2: 313,826 shares; 2025Q3: 340,441 shares; 2025Q4: 346,623 shares; 2026Q1: 336,750 shares 336,750 $16.8M 0.03% -9,873 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: 30,862 shares; 2024Q4: 35,897 shares; 2025Q1: 37,484 shares; 2025Q2: 44,391 shares; 2025Q3: 61,194 shares; 2025Q4: 64,774 shares; 2026Q1: 68,937 shares 68,937 $16.7M 0.03% +4,163 Timeline HYFI 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 262,679 shares; 2025Q4: 445,950 shares; 2026Q1: 449,535 shares 449,535 $16.7M 0.03% +3,585 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: 83,440 shares; 2024Q4: 74,895 shares; 2025Q1: 55,259 shares; 2025Q2: 27,588 shares; 2025Q3: 26,800 shares; 2025Q4: 24,310 shares; 2026Q1: 84,278 shares 84,278 $16.7M 0.03% +59,968 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: 172,695 shares; 2024Q4: 183,590 shares; 2025Q1: 196,188 shares; 2025Q2: 211,500 shares; 2025Q3: 216,530 shares; 2025Q4: 178,298 shares; 2026Q1: 104,626 shares 104,626 $16.7M 0.03% -73,672 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: 60 shares; 2024Q4: 225 shares; 2025Q1: 293 shares; 2025Q2: 33,995 shares; 2025Q3: 36,278 shares; 2025Q4: 38,927 shares; 2026Q1: 50,940 shares 50,940 $16.7M 0.03% +12,013 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: 120,303 shares; 2024Q4: 22,943 shares; 2025Q1: 23,533 shares; 2025Q2: 26,409 shares; 2025Q3: 8,173 shares; 2025Q4: 19,862 shares; 2026Q1: 140,768 shares 140,768 $16.6M 0.03% +120,906 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,020 shares; 2025Q3: 1,020 shares; 2025Q4: 360,647 shares; 2026Q1: 406,755 shares 406,755 $16.6M 0.03% +46,108 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,632 shares; 2024Q4: 74,793 shares; 2025Q1: 83,876 shares; 2025Q2: 107,202 shares; 2025Q3: 110,317 shares; 2025Q4: 87,011 shares; 2026Q1: 89,289 shares 89,289 $16.5M 0.03% +2,278 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,427 shares; 2024Q4: 2,962 shares; 2025Q1: 13,036 shares; 2025Q2: 22,804 shares; 2025Q3: 20,835 shares; 2025Q4: 26,022 shares; 2026Q1: 44,759 shares 44,759 $16.1M 0.03% +18,737 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280,533 shares; 2024Q4: 406,869 shares; 2025Q1: 403,652 shares; 2025Q2: 337,654 shares; 2025Q3: 335,038 shares; 2025Q4: 341,608 shares; 2026Q1: 332,594 shares 332,594 $15.9M 0.03% -9,014 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 563,943 shares; 2026Q1: 526,114 shares 526,114 $15.9M 0.03% -37,829 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 172 shares; 2025Q1: 135 shares; 2025Q2: 618 shares; 2025Q3: 152,430 shares; 2025Q4: 184,410 shares; 2026Q1: 222,349 shares 222,349 $15.9M 0.03% +37,939 Timeline AFLG 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: 159,355 shares; 2025Q1: 227,085 shares; 2025Q2: 283,808 shares; 2025Q3: 294,726 shares; 2025Q4: 307,494 shares; 2026Q1: 411,708 shares 411,708 $15.9M 0.03% +104,214 Timeline PFFD 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: 819,402 shares; 2024Q4: 819,108 shares; 2025Q1: 811,999 shares; 2025Q2: 845,138 shares; 2025Q3: 839,836 shares; 2025Q4: 852,381 shares; 2026Q1: 862,293 shares 862,293 $15.9M 0.03% +9,912 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,598 shares; 2024Q4: 91,833 shares; 2025Q1: 114,733 shares; 2025Q2: 204,210 shares; 2025Q3: 266,870 shares; 2025Q4: 307,386 shares; 2026Q1: 344,668 shares 344,668 $15.8M 0.03% +37,282 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: 7,689 shares; 2024Q4: 9,270 shares; 2025Q1: 14,104 shares; 2025Q2: 16,605 shares; 2025Q3: 19,359 shares; 2025Q4: 16,967 shares; 2026Q1: 18,147 shares 18,147 $15.8M 0.03% +1,180 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,293 shares; 2024Q4: 34,749 shares; 2025Q1: 36,902 shares; 2025Q2: 40,972 shares; 2025Q3: 43,337 shares; 2025Q4: 40,534 shares; 2026Q1: 80,381 shares 80,381 $15.8M 0.03% +39,847 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,469 shares; 2024Q4: 39,555 shares; 2025Q1: 41,856 shares; 2025Q2: 48,085 shares; 2025Q3: 48,557 shares; 2025Q4: 130,869 shares; 2026Q1: 141,107 shares 141,107 $15.8M 0.03% +10,238 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,262 shares; 2024Q4: 13,695 shares; 2025Q1: 17,939 shares; 2025Q2: 34,304 shares; 2025Q3: 198,255 shares; 2025Q4: 232,433 shares; 2026Q1: 260,712 shares 260,712 $15.7M 0.03% +28,279 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,657 shares; 2024Q4: 57,808 shares; 2025Q1: 59,241 shares; 2025Q2: 62,280 shares; 2025Q3: 55,979 shares; 2025Q4: 54,235 shares; 2026Q1: 51,757 shares 51,757 $15.7M 0.03% -2,478 Timeline KAMO 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: not reported; 2025Q3: not reported; 2025Q4: 678,751 shares; 2026Q1: 634,595 shares 634,595 $15.7M 0.03% -44,156 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: 38,478 shares; 2024Q4: 40,688 shares; 2025Q1: 43,008 shares; 2025Q2: 46,896 shares; 2025Q3: 50,973 shares; 2025Q4: 51,667 shares; 2026Q1: 64,458 shares 64,458 $15.6M 0.03% +12,791 Timeline ISMF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 569,953 shares 569,953 $15.6M 0.03% new 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: 1,834 shares; 2024Q4: 9,936 shares; 2025Q1: 9,873 shares; 2025Q2: 11,431 shares; 2025Q3: 11,398 shares; 2025Q4: 21,548 shares; 2026Q1: 32,701 shares 32,701 $15.5M 0.03% +11,153 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: 887,766 shares; 2024Q4: 883,971 shares; 2025Q1: 825,070 shares; 2025Q2: 1,037,313 shares; 2025Q3: 184,561 shares; 2025Q4: 163,859 shares; 2026Q1: 162,082 shares 162,082 $15.4M 0.03% -1,777 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: 33,124 shares; 2024Q4: 32,199 shares; 2025Q1: 35,002 shares; 2025Q2: 34,097 shares; 2025Q3: 37,048 shares; 2025Q4: 36,224 shares; 2026Q1: 35,207 shares 35,207 $15.3M 0.03% -1,017 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: 12,528 shares; 2025Q1: 8,016 shares; 2025Q2: 29,971 shares; 2025Q3: 35,264 shares; 2025Q4: 41,144 shares; 2026Q1: 61,317 shares 61,317 $15.2M 0.03% +20,173 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346 shares; 2024Q4: 7,802 shares; 2025Q1: 10,921 shares; 2025Q2: 22,995 shares; 2025Q3: 29,689 shares; 2025Q4: 34,470 shares; 2026Q1: 40,001 shares 40,001 $15.2M 0.03% +5,531 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 104 shares; 2025Q2: 101 shares; 2025Q3: 98,024 shares; 2025Q4: 140,469 shares; 2026Q1: 187,270 shares 187,270 $15.2M 0.03% +46,801 Timeline XIDV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 434,656 shares; 2025Q3: 424,247 shares; 2025Q4: 424,202 shares; 2026Q1: 414,078 shares 414,078 $15M 0.03% -10,124 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,159 shares; 2024Q4: 148,496 shares; 2025Q1: 58,723 shares; 2025Q2: 113,746 shares; 2025Q3: 163,424 shares; 2025Q4: 208,743 shares; 2026Q1: 289,664 shares 289,664 $15M 0.03% +80,921 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,773 shares; 2024Q4: 2,489 shares; 2025Q1: 5,973 shares; 2025Q2: 189,122 shares; 2025Q3: 329,046 shares; 2025Q4: 572,025 shares; 2026Q1: 595,303 shares 595,303 $14.9M 0.03% +23,278 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,910 shares; 2024Q4: 10,536 shares; 2025Q1: 29,994 shares; 2025Q2: 36,675 shares; 2025Q3: 63,795 shares; 2025Q4: 68,802 shares; 2026Q1: 43,640 shares 43,640 $14.9M 0.03% -25,162 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: 83,228 shares; 2024Q4: 157,527 shares; 2025Q1: 161,877 shares; 2025Q2: 89,260 shares; 2025Q3: 89,040 shares; 2025Q4: 88,878 shares; 2026Q1: 93,073 shares 93,073 $14.9M 0.03% +4,195 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,706 shares; 2024Q4: 212,006 shares; 2025Q1: 206,135 shares; 2025Q2: 254,383 shares; 2025Q3: 274,982 shares; 2025Q4: 286,180 shares; 2026Q1: 215,062 shares 215,062 $14.9M 0.03% -71,118 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,944 shares; 2024Q4: 211,329 shares; 2025Q1: 153,514 shares; 2025Q2: 139,967 shares; 2025Q3: 146,633 shares; 2025Q4: 159,326 shares; 2026Q1: 135,841 shares 135,841 $14.8M 0.03% -23,485 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: not reported; 2024Q4: 37,215 shares; 2025Q1: 33,522 shares; 2025Q2: 201,488 shares; 2025Q3: 206,385 shares; 2025Q4: 213,277 shares; 2026Q1: 209,287 shares 209,287 $14.7M 0.03% -3,990 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 21,079 shares; 2025Q1: 22,279 shares; 2025Q2: 38,737 shares; 2025Q3: 46,332 shares; 2025Q4: 54,241 shares; 2026Q1: 61,471 shares 61,471 $14.7M 0.03% +7,230 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 573,960 shares; 2024Q4: 572,057 shares; 2025Q1: 594,906 shares; 2025Q2: 638,136 shares; 2025Q3: 620,473 shares; 2025Q4: 415,353 shares; 2026Q1: 425,116 shares 425,116 $14.6M 0.03% +9,763 Timeline VPL 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: 780,391 shares; 2024Q4: 795,127 shares; 2025Q1: 777,574 shares; 2025Q2: 419,051 shares; 2025Q3: 335,547 shares; 2025Q4: 356,213 shares; 2026Q1: 149,401 shares 149,401 $14.6M 0.03% -206,812 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 931 shares; 2025Q1: 931 shares; 2025Q2: 861 shares; 2025Q3: 195,477 shares; 2025Q4: 105,417 shares; 2026Q1: 123,203 shares 123,203 $14.6M 0.03% +17,786 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,585,442 shares; 2024Q4: 1,779,846 shares; 2025Q1: 1,652,523 shares; 2025Q2: 1,448,937 shares; 2025Q3: 1,346,583 shares; 2025Q4: 955,898 shares; 2026Q1: 96,958 shares 96,958 $14.6M 0.03% -858,940 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,235 shares; 2024Q4: 95,833 shares; 2025Q1: 110,988 shares; 2025Q2: 277,347 shares; 2025Q3: 350,326 shares; 2025Q4: 396,808 shares; 2026Q1: 570,488 shares 570,488 $14.6M 0.03% +173,680 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: 16,773 shares; 2024Q4: 18,802 shares; 2025Q1: 19,614 shares; 2025Q2: 7,209 shares; 2025Q3: 8,133 shares; 2025Q4: 29,334 shares; 2026Q1: 20,514 shares 20,514 $14.5M 0.03% -8,820 Timeline JPHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 289,374 shares; 2026Q1: 289,502 shares 289,502 $14.5M 0.03% +128 Timeline HYEM 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: 729,033 shares; 2024Q4: 737,007 shares; 2025Q1: 733,155 shares; 2025Q2: 663,973 shares; 2025Q3: 625,180 shares; 2025Q4: 644,486 shares; 2026Q1: 729,335 shares 729,335 $14.4M 0.03% +84,849 Timeline FAPR 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: 75,198 shares; 2024Q4: 116,637 shares; 2025Q1: 160,835 shares; 2025Q2: 216,720 shares; 2025Q3: 248,017 shares; 2025Q4: 289,348 shares; 2026Q1: 316,799 shares 316,799 $14.2M 0.03% +27,451 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: 16,647 shares; 2024Q4: 17,849 shares; 2025Q1: 18,357 shares; 2025Q2: 25,615 shares; 2025Q3: 25,499 shares; 2025Q4: 29,519 shares; 2026Q1: 20,799 shares 20,799 $14.2M 0.03% -8,720 Timeline FJAN 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: 67,752 shares; 2024Q4: 105,475 shares; 2025Q1: 146,079 shares; 2025Q2: 193,688 shares; 2025Q3: 219,976 shares; 2025Q4: 252,229 shares; 2026Q1: 280,123 shares 280,123 $14.1M 0.03% +27,894 Timeline FSEP 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: 67,253 shares; 2024Q4: 104,831 shares; 2025Q1: 145,428 shares; 2025Q2: 192,968 shares; 2025Q3: 217,152 shares; 2025Q4: 251,276 shares; 2026Q1: 279,992 shares 279,992 $14.1M 0.03% +28,716 Timeline FOCT 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: 70,876 shares; 2024Q4: 111,208 shares; 2025Q1: 154,885 shares; 2025Q2: 206,645 shares; 2025Q3: 233,334 shares; 2025Q4: 264,638 shares; 2026Q1: 295,232 shares 295,232 $14.1M 0.03% +30,594 Timeline SMHX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 221,697 shares; 2025Q4: 309,536 shares; 2026Q1: 377,972 shares 377,972 $14.1M 0.03% +68,436 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: 53,165 shares; 2024Q4: 57,339 shares; 2025Q1: 67,469 shares; 2025Q2: 72,133 shares; 2025Q3: 79,350 shares; 2025Q4: 81,385 shares; 2026Q1: 106,415 shares 106,415 $14.1M 0.03% +25,030 Timeline TRUT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 475,988 shares; 2026Q1: 587,697 shares 587,697 $14.1M 0.03% +111,709 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD 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: 375 shares; 2025Q4: 1,344 shares; 2026Q1: 250,887 shares 250,887 $14.1M 0.03% +249,543 Timeline FNOV 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: 63,992 shares; 2024Q4: 99,898 shares; 2025Q1: 138,849 shares; 2025Q2: 184,272 shares; 2025Q3: 207,278 shares; 2025Q4: 235,755 shares; 2026Q1: 263,143 shares 263,143 $14.1M 0.03% +27,388 Timeline FMAY 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: 66,148 shares; 2024Q4: 102,050 shares; 2025Q1: 141,069 shares; 2025Q2: 184,560 shares; 2025Q3: 208,902 shares; 2025Q4: 242,038 shares; 2026Q1: 266,045 shares 266,045 $14M 0.03% +24,007 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: 62,842 shares; 2024Q4: 97,322 shares; 2025Q1: 134,239 shares; 2025Q2: 176,409 shares; 2025Q3: 198,738 shares; 2025Q4: 228,734 shares; 2026Q1: 251,507 shares 251,507 $14M 0.03% +22,773 Timeline FMAR 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: 72,679 shares; 2024Q4: 111,940 shares; 2025Q1: 154,556 shares; 2025Q2: 205,324 shares; 2025Q3: 233,611 shares; 2025Q4: 271,438 shares; 2026Q1: 289,680 shares 289,680 $14M 0.03% +18,242 Timeline FAUG 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: 66,636 shares; 2024Q4: 103,315 shares; 2025Q1: 143,086 shares; 2025Q2: 188,985 shares; 2025Q3: 211,633 shares; 2025Q4: 243,858 shares; 2026Q1: 271,086 shares 271,086 $14M 0.03% +27,228 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: 60,662 shares; 2024Q4: 93,725 shares; 2025Q1: 129,824 shares; 2025Q2: 171,555 shares; 2025Q3: 195,346 shares; 2025Q4: 226,500 shares; 2026Q1: 248,333 shares 248,333 $14M 0.03% +21,833 Timeline FDEC 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: 69,152 shares; 2024Q4: 107,785 shares; 2025Q1: 149,431 shares; 2025Q2: 198,308 shares; 2025Q3: 222,995 shares; 2025Q4: 254,747 shares; 2026Q1: 281,963 shares 281,963 $14M 0.03% +27,216 Timeline FJUL 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: 64,545 shares; 2024Q4: 99,229 shares; 2025Q1: 137,011 shares; 2025Q2: 180,587 shares; 2025Q3: 200,936 shares; 2025Q4: 231,595 shares; 2026Q1: 255,851 shares 255,851 $14M 0.03% +24,256 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,799 shares; 2024Q4: 31,241 shares; 2025Q1: 34,494 shares; 2025Q2: 39,962 shares; 2025Q3: 42,926 shares; 2025Q4: 48,489 shares; 2026Q1: 59,636 shares 59,636 $14M 0.03% +11,147 Timeline FTCB 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: 267,578 shares; 2025Q1: 357,086 shares; 2025Q2: 477,195 shares; 2025Q3: 522,527 shares; 2025Q4: 634,428 shares; 2026Q1: 663,530 shares 663,530 $13.9M 0.03% +29,102 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: 60,693 shares; 2024Q4: 55,453 shares; 2025Q1: 44,116 shares; 2025Q2: 46,225 shares; 2025Q3: 153,954 shares; 2025Q4: 174,289 shares; 2026Q1: 190,228 shares 190,228 $13.8M 0.03% +15,939 Timeline DFGX 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: 270,188 shares; 2024Q4: 265,851 shares; 2025Q1: 258,444 shares; 2025Q2: 280,704 shares; 2025Q3: 279,149 shares; 2025Q4: 274,055 shares; 2026Q1: 263,939 shares 263,939 $13.8M 0.03% -10,116 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,730 shares; 2024Q4: 7,712 shares; 2025Q1: 6,891 shares; 2025Q2: 8,279 shares; 2025Q3: 9,475 shares; 2025Q4: 47,092 shares; 2026Q1: 71,866 shares 71,866 $13.6M 0.03% +24,774 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: 18,319 shares; 2024Q4: 42,410 shares; 2025Q1: 46,848 shares; 2025Q2: 53,863 shares; 2025Q3: 54,036 shares; 2025Q4: 61,478 shares; 2026Q1: 62,097 shares 62,097 $13.6M 0.03% +619 Timeline FTGS 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: 294,856 shares; 2024Q4: 443,822 shares; 2025Q1: 360,244 shares; 2025Q2: 408,466 shares; 2025Q3: 334,312 shares; 2025Q4: 354,154 shares; 2026Q1: 397,456 shares 397,456 $13.5M 0.03% +43,302 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY 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: 15,893 shares; 2025Q3: 229,386 shares; 2025Q4: 330,667 shares; 2026Q1: 425,882 shares 425,882 $13.4M 0.03% +95,215 Timeline EMHC 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: 299,637 shares; 2024Q4: 300,303 shares; 2025Q1: 531,851 shares; 2025Q2: 543,562 shares; 2025Q3: 545,983 shares; 2025Q4: 539,558 shares; 2026Q1: 542,060 shares 542,060 $13.4M 0.03% +2,502 Timeline FLSP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 1,426 shares; 2026Q1: 492,835 shares 492,835 $13.4M 0.03% +491,409 Timeline VWOB 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: 307,626 shares; 2024Q4: 352,884 shares; 2025Q1: 328,883 shares; 2025Q2: 180,414 shares; 2025Q3: 273,950 shares; 2025Q4: 349,291 shares; 2026Q1: 202,602 shares 202,602 $13.3M 0.03% -146,689 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: 3,122 shares; 2024Q4: 6,106 shares; 2025Q1: 17,083 shares; 2025Q2: 23,423 shares; 2025Q3: 22,752 shares; 2025Q4: 24,157 shares; 2026Q1: 44,189 shares 44,189 $13.2M 0.03% +20,032 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,340 shares; 2024Q4: 41,877 shares; 2025Q1: 42,678 shares; 2025Q2: 41,886 shares; 2025Q3: 45,150 shares; 2025Q4: 50,705 shares; 2026Q1: 47,217 shares 47,217 $13.2M 0.03% -3,488 Timeline TIMB TIM S A More: the full row for TIM S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309,225 shares; 2024Q4: 279,409 shares; 2025Q1: 329,779 shares; 2025Q2: 380,158 shares; 2025Q3: 384,034 shares; 2025Q4: 412,099 shares; 2026Q1: 490,478 shares 490,478 $13M 0.03% +78,379 Timeline IBB 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: 180 shares; 2025Q1: 106 shares; 2025Q2: 43 shares; 2025Q3: 49 shares; 2025Q4: 74,029 shares; 2026Q1: 76,710 shares 76,710 $13M 0.03% +2,681 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 464,620 shares; 2024Q4: 454,052 shares; 2025Q1: 434,142 shares; 2025Q2: 308,092 shares; 2025Q3: 294,634 shares; 2025Q4: 286,305 shares; 2026Q1: 286,622 shares 286,622 $12.9M 0.03% +317 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 30,719 shares; 2025Q1: 35,707 shares; 2025Q2: 48,246 shares; 2025Q3: 50,992 shares; 2025Q4: 61,113 shares; 2026Q1: 62,183 shares 62,183 $12.8M 0.03% +1,070 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,805 shares; 2024Q4: 106,063 shares; 2025Q1: 107,009 shares; 2025Q2: 131,282 shares; 2025Q3: 138,191 shares; 2025Q4: 141,002 shares; 2026Q1: 138,721 shares 138,721 $12.8M 0.03% -2,281 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,738 shares; 2024Q4: 104,946 shares; 2025Q1: 114,456 shares; 2025Q2: 125,556 shares; 2025Q3: 121,149 shares; 2025Q4: 110,754 shares; 2026Q1: 147,554 shares 147,554 $12.7M 0.03% +36,800 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: 139,430 shares; 2024Q4: 145,564 shares; 2025Q1: 149,189 shares; 2025Q2: 168,596 shares; 2025Q3: 149,352 shares; 2025Q4: 167,682 shares; 2026Q1: 159,223 shares 159,223 $12.6M 0.03% -8,459 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,544 shares; 2024Q4: 178,606 shares; 2025Q1: 288,659 shares; 2025Q2: 300,420 shares; 2025Q3: 312,103 shares; 2025Q4: 305,580 shares; 2026Q1: 314,379 shares 314,379 $12.6M 0.03% +8,799 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: 667 shares; 2024Q4: 11,440 shares; 2025Q1: 11,108 shares; 2025Q2: 24,776 shares; 2025Q3: 33,048 shares; 2025Q4: 42,962 shares; 2026Q1: 77,620 shares 77,620 $12.6M 0.03% +34,658 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: 4,767 shares; 2024Q4: 7,428 shares; 2025Q1: 64,832 shares; 2025Q2: 142,115 shares; 2025Q3: 198,075 shares; 2025Q4: 203,188 shares; 2026Q1: 184,440 shares 184,440 $12.6M 0.03% -18,748 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,349 shares; 2024Q4: 61,659 shares; 2025Q1: 61,514 shares; 2025Q2: 60,891 shares; 2025Q3: 62,884 shares; 2025Q4: 63,618 shares; 2026Q1: 73,292 shares 73,292 $12.5M 0.03% +9,674 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: 94 shares; 2024Q4: 108 shares; 2025Q1: 352 shares; 2025Q2: 843 shares; 2025Q3: 697 shares; 2025Q4: 30,811 shares; 2026Q1: 150,485 shares 150,485 $12.4M 0.03% +119,674 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317,843 shares; 2024Q4: 313,160 shares; 2025Q1: 339,330 shares; 2025Q2: 341,671 shares; 2025Q3: 357,182 shares; 2025Q4: 356,463 shares; 2026Q1: 539,991 shares 539,991 $12.4M 0.03% +183,528 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 49,002 shares; 2025Q2: 64,564 shares; 2025Q3: 67,689 shares; 2025Q4: 65,478 shares; 2026Q1: 81,627 shares 81,627 $12.3M 0.03% +16,149 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: 17,937 shares; 2024Q4: 18,048 shares; 2025Q1: 25,536 shares; 2025Q2: 27,663 shares; 2025Q3: 26,057 shares; 2025Q4: 24,261 shares; 2026Q1: 22,921 shares 22,921 $12.3M 0.03% -1,340 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: 369,680 shares; 2024Q4: 424,399 shares; 2025Q1: 432,306 shares; 2025Q2: 422,637 shares; 2025Q3: 346,630 shares; 2025Q4: 357,651 shares; 2026Q1: 298,896 shares 298,896 $12.3M 0.03% -58,755 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,230 shares; 2024Q4: 1,706 shares; 2025Q1: 2,292 shares; 2025Q2: 74,017 shares; 2025Q3: 96,599 shares; 2025Q4: 161,277 shares; 2026Q1: 171,824 shares 171,824 $12.3M 0.02% +10,547 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,423 shares; 2024Q4: 17,482 shares; 2025Q1: 93,687 shares; 2025Q2: 114,638 shares; 2025Q3: 321,988 shares; 2025Q4: 604,349 shares; 2026Q1: 626,385 shares 626,385 $12M 0.02% +22,036 Timeline SPLB 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: 43,411 shares; 2024Q4: 44,698 shares; 2025Q1: 670,635 shares; 2025Q2: 803,797 shares; 2025Q3: 66,627 shares; 2025Q4: 221,120 shares; 2026Q1: 535,588 shares 535,588 $11.9M 0.02% +314,468 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,079 shares; 2024Q4: 103,399 shares; 2025Q1: 117,389 shares; 2025Q2: 110,833 shares; 2025Q3: 113,831 shares; 2025Q4: 149,546 shares; 2026Q1: 158,588 shares 158,588 $11.9M 0.02% +9,042 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,749 shares; 2024Q4: 9,533 shares; 2025Q1: 9,973 shares; 2025Q2: 10,569 shares; 2025Q3: 12,068 shares; 2025Q4: 259,489 shares; 2026Q1: 261,816 shares 261,816 $11.8M 0.02% +2,327 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,611 shares; 2024Q4: 54,734 shares; 2025Q1: 56,138 shares; 2025Q2: 62,363 shares; 2025Q3: 62,164 shares; 2025Q4: 56,233 shares; 2026Q1: 56,558 shares 56,558 $11.8M 0.02% +325 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,410 shares; 2024Q4: 29,105 shares; 2025Q1: 37,848 shares; 2025Q2: 491,502 shares; 2025Q3: 518,617 shares; 2025Q4: 519,456 shares; 2026Q1: 543,322 shares 543,322 $11.8M 0.02% +23,866 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: 1,013 shares; 2024Q4: 1,298 shares; 2025Q1: 1,667 shares; 2025Q2: 3,163 shares; 2025Q3: 4,009 shares; 2025Q4: 4,006 shares; 2026Q1: 35,693 shares 35,693 $11.7M 0.02% +31,687 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: 25 shares; 2024Q4: 28 shares; 2025Q1: 35 shares; 2025Q2: 2,022 shares; 2025Q3: 2,140 shares; 2025Q4: 2,631 shares; 2026Q1: 16,055 shares 16,055 $11.7M 0.02% +13,424 Timeline QLTA 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: 244,403 shares; 2024Q4: 280,311 shares; 2025Q1: 1,470,783 shares; 2025Q2: 409,431 shares; 2025Q3: 483,559 shares; 2025Q4: 272,273 shares; 2026Q1: 243,589 shares 243,589 $11.6M 0.02% -28,684 Timeline NLR 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: 7,523 shares; 2024Q4: 18,570 shares; 2025Q1: 21,318 shares; 2025Q2: 24,541 shares; 2025Q3: 67,829 shares; 2025Q4: 77,861 shares; 2026Q1: 86,856 shares 86,856 $11.6M 0.02% +8,995 Timeline FSIG 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: 449,768 shares; 2024Q4: 497,244 shares; 2025Q1: 473,279 shares; 2025Q2: 500,517 shares; 2025Q3: 538,616 shares; 2025Q4: 552,196 shares; 2026Q1: 604,643 shares 604,643 $11.5M 0.02% +52,447 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 608 shares; 2025Q1: 608 shares; 2025Q2: 608 shares; 2025Q3: 748 shares; 2025Q4: 763 shares; 2026Q1: 68,974 shares 68,974 $11.4M 0.02% +68,211 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: 13,917 shares; 2025Q1: 16,098 shares; 2025Q2: 41,478 shares; 2025Q3: 54,544 shares; 2025Q4: 70,295 shares; 2026Q1: 90,188 shares 90,188 $11.3M 0.02% +19,893 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,641 shares; 2024Q4: 92,508 shares; 2025Q1: 90,160 shares; 2025Q2: 88,886 shares; 2025Q3: 94,894 shares; 2025Q4: 100,308 shares; 2026Q1: 106,942 shares 106,942 $11.3M 0.02% +6,634 Timeline WTAI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 400,322 shares 400,322 $11.3M 0.02% +400,217 Timeline EEMA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 373,679 shares; 2025Q3: 295,779 shares; 2025Q4: 316,205 shares; 2026Q1: 116,421 shares 116,421 $11.1M 0.02% -199,784 Timeline FBT 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: 28,452 shares; 2024Q4: 28,140 shares; 2025Q1: 29,421 shares; 2025Q2: 38,091 shares; 2025Q3: 40,543 shares; 2025Q4: 46,560 shares; 2026Q1: 55,217 shares 55,217 $11.1M 0.02% +8,657 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104,006 shares; 2025Q4: 121,691 shares; 2026Q1: 129,003 shares 129,003 $11M 0.02% +7,312 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287,065 shares; 2024Q4: 354,312 shares; 2025Q1: 432,763 shares; 2025Q2: 510,580 shares; 2025Q3: 353,081 shares; 2025Q4: 443,685 shares; 2026Q1: 511,672 shares 511,672 $11M 0.02% +67,987 Timeline GPZ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 278,967 shares; 2025Q4: 412,773 shares; 2026Q1: 508,522 shares 508,522 $10.9M 0.02% +95,749 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,182 shares; 2024Q4: 18,768 shares; 2025Q1: 18,839 shares; 2025Q2: 30,185 shares; 2025Q3: 35,136 shares; 2025Q4: 39,784 shares; 2026Q1: 40,939 shares 40,939 $10.9M 0.02% +1,155 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 7,910 shares; 2025Q1: 9,152 shares; 2025Q2: 21,175 shares; 2025Q3: 28,808 shares; 2025Q4: 32,765 shares; 2026Q1: 38,989 shares 38,989 $10.9M 0.02% +6,224 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248,417 shares; 2024Q4: 205,207 shares; 2025Q1: 202,745 shares; 2025Q2: 196,387 shares; 2025Q3: 212,336 shares; 2025Q4: 222,029 shares; 2026Q1: 229,722 shares 229,722 $10.8M 0.02% +7,693 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: 81,552 shares; 2024Q4: 81,102 shares; 2025Q1: 78,735 shares; 2025Q2: 70,791 shares; 2025Q3: 53,489 shares; 2025Q4: 51,847 shares; 2026Q1: 51,909 shares 51,909 $10.8M 0.02% +62 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,159 shares; 2024Q4: 102,771 shares; 2025Q1: 105,971 shares; 2025Q2: 121,538 shares; 2025Q3: 122,847 shares; 2025Q4: 137,415 shares; 2026Q1: 166,617 shares 166,617 $10.8M 0.02% +29,202 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: 80,542 shares; 2024Q4: 86,164 shares; 2025Q1: 97,377 shares; 2025Q2: 118,695 shares; 2025Q3: 137,379 shares; 2025Q4: 148,901 shares; 2026Q1: 137,869 shares 137,869 $10.7M 0.02% -11,032 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED 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: 22,668 shares; 2025Q3: 122,948 shares; 2025Q4: 225,174 shares; 2026Q1: 310,622 shares 310,622 $10.7M 0.02% +85,448 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289,039 shares; 2024Q4: 314,980 shares; 2025Q1: 327,978 shares; 2025Q2: 279,204 shares; 2025Q3: 212,724 shares; 2025Q4: 220,108 shares; 2026Q1: 226,848 shares 226,848 $10.7M 0.02% +6,740 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: 96,741 shares; 2024Q4: 97,171 shares; 2025Q1: 103,143 shares; 2025Q2: 105,660 shares; 2025Q3: 131,576 shares; 2025Q4: 151,305 shares; 2026Q1: 184,677 shares 184,677 $10.6M 0.02% +33,372 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: 7,906 shares; 2024Q4: 9,125 shares; 2025Q1: 22,525 shares; 2025Q2: 29,842 shares; 2025Q3: 32,364 shares; 2025Q4: 32,946 shares; 2026Q1: 33,178 shares 33,178 $10.6M 0.02% +232 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,869 shares; 2024Q4: 94,847 shares; 2025Q1: 105,831 shares; 2025Q2: 110,885 shares; 2025Q3: 115,995 shares; 2025Q4: 118,923 shares; 2026Q1: 125,177 shares 125,177 $10.6M 0.02% +6,254 Timeline BKHY 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: 185,760 shares; 2024Q4: 200,964 shares; 2025Q1: 201,755 shares; 2025Q2: 214,649 shares; 2025Q3: 387,420 shares; 2025Q4: 217,752 shares; 2026Q1: 220,382 shares 220,382 $10.4M 0.02% +2,630 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: 184,141 shares; 2024Q4: 210,211 shares; 2025Q1: 196,431 shares; 2025Q2: 150,683 shares; 2025Q3: 146,637 shares; 2025Q4: 147,088 shares; 2026Q1: 148,866 shares 148,866 $10.4M 0.02% +1,778 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: 405,024 shares; 2024Q4: 1,210,155 shares; 2025Q1: 1,281,631 shares; 2025Q2: 393,771 shares; 2025Q3: 380,789 shares; 2025Q4: 391,544 shares; 2026Q1: 339,920 shares 339,920 $10.4M 0.02% -51,624 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,361 shares; 2024Q4: 30,592 shares; 2025Q1: 32,930 shares; 2025Q2: 36,499 shares; 2025Q3: 38,133 shares; 2025Q4: 40,498 shares; 2026Q1: 48,274 shares 48,274 $10.4M 0.02% +7,776 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,792 shares; 2024Q4: 20,661 shares; 2025Q1: 20,777 shares; 2025Q2: 41,025 shares; 2025Q3: 59,015 shares; 2025Q4: 145,001 shares; 2026Q1: 167,400 shares 167,400 $10.3M 0.02% +22,399 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,733 shares; 2024Q4: 75,006 shares; 2025Q1: 92,674 shares; 2025Q2: 83,568 shares; 2025Q3: 86,947 shares; 2025Q4: 118,773 shares; 2026Q1: 130,641 shares 130,641 $10.3M 0.02% +11,868 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 651 shares; 2024Q4: 1,173 shares; 2025Q1: 5,489 shares; 2025Q2: 50,530 shares; 2025Q3: 73,703 shares; 2025Q4: 80,501 shares; 2026Q1: 71,058 shares 71,058 $10.3M 0.02% -9,443 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,911 shares; 2024Q4: 143,234 shares; 2025Q1: 131,815 shares; 2025Q2: 149,046 shares; 2025Q3: 152,698 shares; 2025Q4: 153,132 shares; 2026Q1: 118,141 shares 118,141 $10.3M 0.02% -34,991 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: 44,692 shares; 2024Q4: 65,158 shares; 2025Q1: 84,867 shares; 2025Q2: 92,642 shares; 2025Q3: 75,444 shares; 2025Q4: 54,287 shares; 2026Q1: 53,531 shares 53,531 $10.3M 0.02% -756 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,442 shares; 2024Q4: 89,632 shares; 2025Q1: 93,404 shares; 2025Q2: 86,079 shares; 2025Q3: 83,108 shares; 2025Q4: 72,668 shares; 2026Q1: 79,072 shares 79,072 $10.3M 0.02% +6,404 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: 30,064 shares; 2024Q4: 32,017 shares; 2025Q1: 32,630 shares; 2025Q2: 35,804 shares; 2025Q3: 36,417 shares; 2025Q4: 39,070 shares; 2026Q1: 37,560 shares 37,560 $10.2M 0.02% -1,510 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 854 shares; 2024Q4: 129,208 shares; 2025Q1: 99,849 shares; 2025Q2: 296,611 shares; 2025Q3: 288,233 shares; 2025Q4: 286,620 shares; 2026Q1: 292,796 shares 292,796 $10.2M 0.02% +6,176 Timeline