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: restricted; 2024Q4: 942,202 shares; 2025Q1: 912,729 shares; 2025Q2: 942,208 shares; 2025Q3: 1,001,372 shares; 2025Q4: 981,861 shares; 2026Q1: 965,738 shares 965,738 $168M 1.88% -16,123 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: restricted; 2024Q4: 270,999 shares; 2025Q1: 258,883 shares; 2025Q2: 222,315 shares; 2025Q3: 220,604 shares; 2025Q4: 251,381 shares; 2026Q1: 246,696 shares 246,696 $161M 1.8% -4,685 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: restricted; 2024Q4: 178,033 shares; 2025Q1: 166,895 shares; 2025Q2: 163,603 shares; 2025Q3: 171,222 shares; 2025Q4: 186,940 shares; 2026Q1: 257,515 shares 257,515 $154M 1.72% +70,575 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: restricted; 2024Q4: 432,235 shares; 2025Q1: 418,703 shares; 2025Q2: 424,749 shares; 2025Q3: 426,693 shares; 2025Q4: 408,397 shares; 2026Q1: 378,958 shares 378,958 $140M 1.57% -29,439 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: restricted; 2024Q4: 89,937 shares; 2025Q1: 156,941 shares; 2025Q2: 197,582 shares; 2025Q3: 206,835 shares; 2025Q4: 214,092 shares; 2026Q1: 268,197 shares 268,197 $115M 1.29% +54,105 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: restricted; 2024Q4: 141,265 shares; 2025Q1: 232,499 shares; 2025Q2: 171,447 shares; 2025Q3: 129,687 shares; 2025Q4: 182,110 shares; 2026Q1: 1,256,192 shares 1,256,192 $115M 1.29% +1,074,082 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: restricted; 2024Q4: 472,388 shares; 2025Q1: 436,904 shares; 2025Q2: 401,172 shares; 2025Q3: 412,015 shares; 2025Q4: 402,411 shares; 2026Q1: 423,596 shares 423,596 $108M 1.2% +21,185 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: restricted; 2024Q4: 566,007 shares; 2025Q1: 545,904 shares; 2025Q2: 533,367 shares; 2025Q3: 517,125 shares; 2025Q4: 496,116 shares; 2026Q1: 443,540 shares 443,540 $92.4M 1.03% -52,576 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: restricted; 2024Q4: 696,333 shares; 2025Q1: 246,601 shares; 2025Q2: 299,105 shares; 2025Q3: 214,313 shares; 2025Q4: 280,860 shares; 2026Q1: 1,495,302 shares 1,495,302 $89M 1% +1,214,442 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: restricted; 2024Q4: 743,274 shares; 2025Q1: 864,464 shares; 2025Q2: 1,130,199 shares; 2025Q3: 1,237,934 shares; 2025Q4: 1,404,670 shares; 2026Q1: 1,276,274 shares 1,276,274 $89M 1% -128,396 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: restricted; 2024Q4: not reported; 2025Q1: 143,851 shares; 2025Q2: 149,444 shares; 2025Q3: 147,433 shares; 2025Q4: 151,647 shares; 2026Q1: 149,884 shares 149,884 $86.5M 0.97% -1,763 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: restricted; 2024Q4: 7,931 shares; 2025Q1: 60,698 shares; 2025Q2: 12,728 shares; 2025Q3: 11,124 shares; 2025Q4: 11,512 shares; 2026Q1: 852,861 shares 852,861 $85.8M 0.96% +841,349 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: restricted; 2024Q4: 315,436 shares; 2025Q1: 308,711 shares; 2025Q2: 307,714 shares; 2025Q3: 312,605 shares; 2025Q4: 287,528 shares; 2026Q1: 288,814 shares 288,814 $83.1M 0.93% +1,286 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: restricted; 2024Q4: 181,336 shares; 2025Q1: 176,042 shares; 2025Q2: 169,030 shares; 2025Q3: 163,622 shares; 2025Q4: 155,270 shares; 2026Q1: 188,629 shares 188,629 $82.4M 0.92% +33,359 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 139,012 shares; 2025Q1: 114,425 shares; 2025Q2: 117,753 shares; 2025Q3: 116,992 shares; 2025Q4: 135,956 shares; 2026Q1: 118,413 shares 118,413 $77M 0.86% -17,543 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: restricted; 2024Q4: 274,304 shares; 2025Q1: 257,974 shares; 2025Q2: 262,073 shares; 2025Q3: 275,867 shares; 2025Q4: 266,892 shares; 2026Q1: 245,852 shares 245,852 $76.1M 0.85% -21,040 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: restricted; 2024Q4: 414,315 shares; 2025Q1: 418,478 shares; 2025Q2: 411,778 shares; 2025Q3: 399,519 shares; 2025Q4: 387,599 shares; 2026Q1: 381,531 shares 381,531 $74.9M 0.84% -6,068 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: restricted; 2024Q4: 123,773 shares; 2025Q1: 127,893 shares; 2025Q2: 132,802 shares; 2025Q3: 134,709 shares; 2025Q4: 128,337 shares; 2026Q1: 129,961 shares 129,961 $74.4M 0.83% +1,624 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: restricted; 2024Q4: 1,210,431 shares; 2025Q1: 1,301,180 shares; 2025Q2: 1,240,653 shares; 2025Q3: 1,228,442 shares; 2025Q4: 1,242,168 shares; 2026Q1: 1,040,629 shares 1,040,629 $66.7M 0.75% -201,539 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: restricted; 2024Q4: 445,001 shares; 2025Q1: 463,565 shares; 2025Q2: 437,502 shares; 2025Q3: 457,419 shares; 2025Q4: 514,444 shares; 2026Q1: 584,236 shares 584,236 $66.1M 0.74% +69,792 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 124,948 shares; 2025Q1: 152,055 shares; 2025Q2: 193,306 shares; 2025Q3: 218,255 shares; 2025Q4: 324,082 shares; 2026Q1: 309,598 shares 309,598 $65.4M 0.73% -14,484 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: restricted; 2024Q4: 257,542 shares; 2025Q1: 237,450 shares; 2025Q2: 224,324 shares; 2025Q3: 221,268 shares; 2025Q4: 217,476 shares; 2026Q1: 223,944 shares 223,944 $64.2M 0.72% +6,468 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: restricted; 2024Q4: 263,442 shares; 2025Q1: 247,679 shares; 2025Q2: 238,357 shares; 2025Q3: 222,214 shares; 2025Q4: 215,046 shares; 2026Q1: 208,695 shares 208,695 $61.4M 0.69% -6,351 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: restricted; 2024Q4: 785,151 shares; 2025Q1: 804,511 shares; 2025Q2: 877,030 shares; 2025Q3: 1,116,165 shares; 2025Q4: 1,182,227 shares; 2026Q1: 1,051,939 shares 1,051,939 $61.2M 0.68% -130,288 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: restricted; 2024Q4: 206,260 shares; 2025Q1: 243,026 shares; 2025Q2: 238,582 shares; 2025Q3: 242,053 shares; 2025Q4: 246,825 shares; 2026Q1: 242,714 shares 242,714 $59.3M 0.66% -4,111 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 299,901 shares; 2025Q1: 292,539 shares; 2025Q2: 394,002 shares; 2025Q3: 424,296 shares; 2025Q4: 445,468 shares; 2026Q1: 597,557 shares 597,557 $58M 0.65% +152,089 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: restricted; 2024Q4: 109,729 shares; 2025Q1: 105,348 shares; 2025Q2: 115,285 shares; 2025Q3: 110,929 shares; 2025Q4: 107,823 shares; 2026Q1: 167,879 shares 167,879 $53.9M 0.6% +60,056 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 116,619 shares; 2025Q1: 115,066 shares; 2025Q2: 116,535 shares; 2025Q3: 114,591 shares; 2025Q4: 115,202 shares; 2026Q1: 114,976 shares 114,976 $53.3M 0.6% -226 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185,715 shares; 2026Q1: 1,448,617 shares 1,448,617 $52.4M 0.59% +1,262,902 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 716,246 shares; 2025Q1: 548,348 shares; 2025Q2: 849,856 shares; 2025Q3: 756,332 shares; 2025Q4: 707,982 shares; 2026Q1: 695,201 shares 695,201 $51.7M 0.58% -12,781 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: restricted; 2024Q4: 597,700 shares; 2025Q1: 602,494 shares; 2025Q2: 624,071 shares; 2025Q3: 601,301 shares; 2025Q4: 577,553 shares; 2026Q1: 556,362 shares 556,362 $50.4M 0.56% -21,191 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: restricted; 2024Q4: 214,998 shares; 2025Q1: 224,819 shares; 2025Q2: 222,290 shares; 2025Q3: 226,501 shares; 2025Q4: 224,021 shares; 2026Q1: 240,234 shares 240,234 $49.7M 0.56% +16,213 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: restricted; 2024Q4: 1,202,455 shares; 2025Q1: 1,368,657 shares; 2025Q2: 1,186,494 shares; 2025Q3: 1,035,611 shares; 2025Q4: 1,041,792 shares; 2026Q1: 1,072,619 shares 1,072,619 $49.5M 0.55% +30,827 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: restricted; 2024Q4: 69,169 shares; 2025Q1: 89,174 shares; 2025Q2: 183,506 shares; 2025Q3: 284,924 shares; 2025Q4: 331,254 shares; 2026Q1: 494,480 shares 494,480 $49.1M 0.55% +163,226 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 958,522 shares; 2025Q3: 985,462 shares; 2025Q4: 904,739 shares; 2026Q1: 991,752 shares 991,752 $46.2M 0.52% +87,013 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: restricted; 2024Q4: 199,071 shares; 2025Q1: 190,093 shares; 2025Q2: 191,327 shares; 2025Q3: 175,599 shares; 2025Q4: 163,114 shares; 2026Q1: 146,800 shares 146,800 $44.4M 0.5% -16,314 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: restricted; 2024Q4: 112,095 shares; 2025Q1: 119,357 shares; 2025Q2: 115,104 shares; 2025Q3: 115,236 shares; 2025Q4: 113,548 shares; 2026Q1: 118,578 shares 118,578 $44.1M 0.49% +5,030 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: restricted; 2024Q4: 148,736 shares; 2025Q1: 142,589 shares; 2025Q2: 142,052 shares; 2025Q3: 138,152 shares; 2025Q4: 139,312 shares; 2026Q1: 128,594 shares 128,594 $43.5M 0.49% -10,718 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: restricted; 2024Q4: 232,136 shares; 2025Q1: 252,206 shares; 2025Q2: 273,640 shares; 2025Q3: 272,579 shares; 2025Q4: 270,437 shares; 2026Q1: 241,578 shares 241,578 $41M 0.46% -28,859 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: restricted; 2024Q4: 251,237 shares; 2025Q1: 297,176 shares; 2025Q2: 324,996 shares; 2025Q3: 287,663 shares; 2025Q4: 170,637 shares; 2026Q1: 197,593 shares 197,593 $37.9M 0.42% +26,956 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 139,915 shares; 2025Q1: 179,711 shares; 2025Q2: 205,717 shares; 2025Q3: 181,290 shares; 2025Q4: 222,554 shares; 2026Q1: 360,083 shares 360,083 $36.1M 0.4% +137,529 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: restricted; 2024Q4: 88,099 shares; 2025Q1: 89,802 shares; 2025Q2: 92,758 shares; 2025Q3: 98,331 shares; 2025Q4: 134,753 shares; 2026Q1: 146,280 shares 146,280 $35.1M 0.39% +11,527 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: restricted; 2024Q4: 438,287 shares; 2025Q1: 437,560 shares; 2025Q2: 207,684 shares; 2025Q3: 213,625 shares; 2025Q4: 197,983 shares; 2026Q1: 317,778 shares 317,778 $34.6M 0.39% +119,795 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: restricted; 2024Q4: 48,611 shares; 2025Q1: 47,819 shares; 2025Q2: 46,517 shares; 2025Q3: 40,355 shares; 2025Q4: 40,820 shares; 2026Q1: 37,389 shares 37,389 $34.4M 0.38% -3,431 Timeline FSMD 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 375,662 shares; 2025Q3: 381,973 shares; 2025Q4: 385,746 shares; 2026Q1: 758,543 shares 758,543 $33.9M 0.38% +372,797 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: restricted; 2024Q4: 50,539 shares; 2025Q1: 47,126 shares; 2025Q2: 48,000 shares; 2025Q3: 42,952 shares; 2025Q4: 369,989 shares; 2026Q1: 346,108 shares 346,108 $33.3M 0.37% -23,881 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: restricted; 2024Q4: 174,857 shares; 2025Q1: 189,192 shares; 2025Q2: 178,373 shares; 2025Q3: 167,508 shares; 2025Q4: 168,667 shares; 2026Q1: 152,287 shares 152,287 $33.1M 0.37% -16,380 Timeline GRID 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: restricted; 2024Q4: 3,813 shares; 2025Q1: not reported; 2025Q2: 1,486 shares; 2025Q3: 1,702 shares; 2025Q4: 28,591 shares; 2026Q1: 197,827 shares 197,827 $32.4M 0.36% +169,236 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 353,787 shares; 2025Q1: 186,201 shares; 2025Q2: 196,131 shares; 2025Q3: 43,691 shares; 2025Q4: 30,152 shares; 2026Q1: 286,592 shares 286,592 $31.9M 0.36% +256,440 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: restricted; 2024Q4: 134,886 shares; 2025Q1: 168,408 shares; 2025Q2: 175,105 shares; 2025Q3: 181,492 shares; 2025Q4: 183,382 shares; 2026Q1: 189,984 shares 189,984 $31.4M 0.35% +6,602 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: restricted; 2024Q4: 345,338 shares; 2025Q1: 342,083 shares; 2025Q2: 327,071 shares; 2025Q3: 305,904 shares; 2025Q4: 298,706 shares; 2026Q1: 247,223 shares 247,223 $30.7M 0.34% -51,483 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: restricted; 2024Q4: 262,711 shares; 2025Q1: 252,042 shares; 2025Q2: 251,578 shares; 2025Q3: 253,325 shares; 2025Q4: 232,752 shares; 2026Q1: 200,998 shares 200,998 $29.6M 0.33% -31,754 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 268,193 shares; 2025Q3: 730,741 shares; 2025Q4: 799,210 shares; 2026Q1: 889,500 shares 889,500 $29.3M 0.33% +90,290 Timeline THRO 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: restricted; 2024Q4: not reported; 2025Q1: 40,819 shares; 2025Q2: 544,399 shares; 2025Q3: 659,847 shares; 2025Q4: 705,706 shares; 2026Q1: 774,418 shares 774,418 $28M 0.31% +68,712 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: restricted; 2024Q4: 81,351 shares; 2025Q1: 78,162 shares; 2025Q2: 78,128 shares; 2025Q3: 76,118 shares; 2025Q4: 70,433 shares; 2026Q1: 54,075 shares 54,075 $27M 0.3% -16,358 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: restricted; 2024Q4: 636,355 shares; 2025Q1: 654,278 shares; 2025Q2: 616,001 shares; 2025Q3: 625,253 shares; 2025Q4: 609,904 shares; 2026Q1: 492,893 shares 492,893 $26.6M 0.3% -117,011 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: restricted; 2024Q4: 299,711 shares; 2025Q1: 344,821 shares; 2025Q2: 349,842 shares; 2025Q3: 349,908 shares; 2025Q4: 325,828 shares; 2026Q1: 337,328 shares 337,328 $26.4M 0.3% +11,500 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: restricted; 2024Q4: 103,846 shares; 2025Q1: 79,329 shares; 2025Q2: 104,180 shares; 2025Q3: 93,921 shares; 2025Q4: 157,694 shares; 2026Q1: 197,928 shares 197,928 $26.3M 0.29% +40,234 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,562,615 shares; 2025Q1: 1,164,755 shares; 2025Q2: 1,144,587 shares; 2025Q3: 1,013,367 shares; 2025Q4: 602,992 shares; 2026Q1: 596,405 shares 596,405 $25.7M 0.29% -6,587 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: restricted; 2024Q4: 457,447 shares; 2025Q1: 478,735 shares; 2025Q2: 273,007 shares; 2025Q3: 411,521 shares; 2025Q4: 439,590 shares; 2026Q1: 1,062,852 shares 1,062,852 $24.3M 0.27% +623,262 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: restricted; 2024Q4: 277,331 shares; 2025Q1: 304,880 shares; 2025Q2: 296,872 shares; 2025Q3: 285,427 shares; 2025Q4: 277,739 shares; 2026Q1: 315,422 shares 315,422 $24M 0.27% +37,683 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: restricted; 2024Q4: 351,001 shares; 2025Q1: 374,411 shares; 2025Q2: 410,259 shares; 2025Q3: 418,091 shares; 2025Q4: 449,707 shares; 2026Q1: 497,244 shares 497,244 $23.9M 0.27% +47,537 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: restricted; 2024Q4: 72,441 shares; 2025Q1: 61,845 shares; 2025Q2: 54,149 shares; 2025Q3: 46,108 shares; 2025Q4: 46,037 shares; 2026Q1: 49,795 shares 49,795 $23.9M 0.27% +3,758 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,593 shares; 2026Q1: 353,972 shares 353,972 $23.7M 0.26% +308,379 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 606,997 shares; 2025Q1: 373,904 shares; 2025Q2: 370,089 shares; 2025Q3: 307,574 shares; 2025Q4: 357,855 shares; 2026Q1: 952,201 shares 952,201 $23.6M 0.26% +594,346 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: restricted; 2024Q4: 234,776 shares; 2025Q1: 185,461 shares; 2025Q2: 189,378 shares; 2025Q3: 179,649 shares; 2025Q4: 180,988 shares; 2026Q1: 194,417 shares 194,417 $23.4M 0.26% +13,429 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: restricted; 2024Q4: 311,447 shares; 2025Q1: 321,929 shares; 2025Q2: 309,683 shares; 2025Q3: 284,311 shares; 2025Q4: 307,609 shares; 2026Q1: 301,041 shares 301,041 $23.4M 0.26% -6,568 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: restricted; 2024Q4: 220,489 shares; 2025Q1: 246,868 shares; 2025Q2: 241,857 shares; 2025Q3: 250,827 shares; 2025Q4: 278,936 shares; 2026Q1: 312,565 shares 312,565 $23M 0.26% +33,629 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 227,027 shares; 2025Q1: 221,600 shares; 2025Q2: 245,828 shares; 2025Q3: 238,594 shares; 2025Q4: 227,367 shares; 2026Q1: 202,759 shares 202,759 $22.4M 0.25% -24,608 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: restricted; 2024Q4: 59,651 shares; 2025Q1: 59,966 shares; 2025Q2: 62,789 shares; 2025Q3: 64,500 shares; 2025Q4: 67,096 shares; 2026Q1: 71,414 shares 71,414 $21.6M 0.24% +4,318 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 450,885 shares; 2025Q1: 319,441 shares; 2025Q2: 316,048 shares; 2025Q3: 319,701 shares; 2025Q4: 333,373 shares; 2026Q1: 358,523 shares 358,523 $21.4M 0.24% +25,150 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: restricted; 2024Q4: 114,018 shares; 2025Q1: 112,514 shares; 2025Q2: 103,130 shares; 2025Q3: 106,136 shares; 2025Q4: 111,820 shares; 2026Q1: 97,589 shares 97,589 $21.2M 0.24% -14,231 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 372,776 shares; 2025Q1: 546,217 shares; 2025Q2: 421,198 shares; 2025Q3: 544,819 shares; 2025Q4: 638,633 shares; 2026Q1: 704,271 shares 704,271 $21.2M 0.24% +65,638 Timeline BLCR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 503,621 shares 503,621 $20.7M 0.23% new 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: restricted; 2024Q4: 221,347 shares; 2025Q1: 229,099 shares; 2025Q2: 264,222 shares; 2025Q3: 280,168 shares; 2025Q4: 279,160 shares; 2026Q1: 255,573 shares 255,573 $20.3M 0.23% -23,587 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: restricted; 2024Q4: 239,032 shares; 2025Q1: 228,731 shares; 2025Q2: 243,459 shares; 2025Q3: 184,284 shares; 2025Q4: 180,250 shares; 2026Q1: 177,040 shares 177,040 $20.1M 0.22% -3,210 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: restricted; 2024Q4: 181,111 shares; 2025Q1: 166,811 shares; 2025Q2: 154,109 shares; 2025Q3: 142,544 shares; 2025Q4: 131,965 shares; 2026Q1: 138,488 shares 138,488 $20M 0.22% +6,523 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: restricted; 2024Q4: 72,748 shares; 2025Q1: 70,616 shares; 2025Q2: 65,933 shares; 2025Q3: 64,800 shares; 2025Q4: 57,859 shares; 2026Q1: 59,470 shares 59,470 $19.6M 0.22% +1,611 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 285,738 shares; 2025Q1: 296,517 shares; 2025Q2: 376,124 shares; 2025Q3: 382,461 shares; 2025Q4: 402,878 shares; 2026Q1: 387,026 shares 387,026 $19.5M 0.22% -15,852 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 589,600 shares 589,600 $19.3M 0.22% new 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: restricted; 2024Q4: 517,615 shares; 2025Q1: 404,249 shares; 2025Q2: 470,480 shares; 2025Q3: 407,129 shares; 2025Q4: 396,652 shares; 2026Q1: 418,854 shares 418,854 $19.1M 0.21% +22,202 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: restricted; 2024Q4: 63,170 shares; 2025Q1: 65,192 shares; 2025Q2: 63,174 shares; 2025Q3: 60,576 shares; 2025Q4: 61,381 shares; 2026Q1: 61,266 shares 61,266 $19M 0.21% -115 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 144,517 shares; 2025Q1: 145,851 shares; 2025Q2: 145,409 shares; 2025Q3: 146,652 shares; 2025Q4: 118,654 shares; 2026Q1: 122,573 shares 122,573 $19M 0.21% +3,919 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: restricted; 2024Q4: 153,643 shares; 2025Q1: 139,040 shares; 2025Q2: 136,275 shares; 2025Q3: 134,440 shares; 2025Q4: 129,606 shares; 2026Q1: 118,905 shares 118,905 $19M 0.21% -10,701 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: restricted; 2024Q4: 51,734 shares; 2025Q1: 51,781 shares; 2025Q2: 53,809 shares; 2025Q3: 60,726 shares; 2025Q4: 59,385 shares; 2026Q1: 59,045 shares 59,045 $18.8M 0.21% -340 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: restricted; 2024Q4: 54,252 shares; 2025Q1: 160,630 shares; 2025Q2: 190,796 shares; 2025Q3: 209,694 shares; 2025Q4: 206,774 shares; 2026Q1: 186,094 shares 186,094 $18.7M 0.21% -20,680 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 299,433 shares; 2025Q1: 319,392 shares; 2025Q2: 334,535 shares; 2025Q3: 297,739 shares; 2025Q4: 286,416 shares; 2026Q1: 209,339 shares 209,339 $18.4M 0.21% -77,077 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 159,591 shares; 2025Q1: 139,159 shares; 2025Q2: 238,845 shares; 2025Q3: 215,909 shares; 2025Q4: 228,286 shares; 2026Q1: 392,789 shares 392,789 $18.2M 0.2% +164,503 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: restricted; 2024Q4: 466,845 shares; 2025Q1: 483,032 shares; 2025Q2: 434,512 shares; 2025Q3: 400,876 shares; 2025Q4: 399,700 shares; 2026Q1: 373,799 shares 373,799 $18.2M 0.2% -25,901 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: restricted; 2024Q4: 355,081 shares; 2025Q1: 337,512 shares; 2025Q2: 297,697 shares; 2025Q3: 220,488 shares; 2025Q4: 276,573 shares; 2026Q1: 257,877 shares 257,877 $18.1M 0.2% -18,696 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,846 shares; 2025Q1: 8,884 shares; 2025Q2: 8,400 shares; 2025Q3: 8,357 shares; 2025Q4: 7,748 shares; 2026Q1: 195,474 shares 195,474 $18M 0.2% +187,726 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,576 shares; 2025Q1: 41,950 shares; 2025Q2: 28,738 shares; 2025Q3: 40,668 shares; 2025Q4: 57,025 shares; 2026Q1: 42,181 shares 42,181 $18M 0.2% -14,844 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: restricted; 2024Q4: 27,183 shares; 2025Q1: 23,031 shares; 2025Q2: 22,765 shares; 2025Q3: 21,685 shares; 2025Q4: 21,265 shares; 2026Q1: 19,908 shares 19,908 $17.8M 0.2% -1,357 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: restricted; 2024Q4: 101,102 shares; 2025Q1: 97,432 shares; 2025Q2: 91,761 shares; 2025Q3: 95,858 shares; 2025Q4: 96,374 shares; 2026Q1: 186,306 shares 186,306 $17.8M 0.2% +89,932 Timeline ISCG 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: restricted; 2024Q4: 279,454 shares; 2025Q1: 283,155 shares; 2025Q2: 295,476 shares; 2025Q3: 297,748 shares; 2025Q4: 305,107 shares; 2026Q1: 324,060 shares 324,060 $17.8M 0.2% +18,953 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: restricted; 2024Q4: 174,770 shares; 2025Q1: 179,105 shares; 2025Q2: 166,187 shares; 2025Q3: 165,624 shares; 2025Q4: 174,029 shares; 2026Q1: 183,317 shares 183,317 $17.4M 0.19% +9,288 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 238,578 shares; 2026Q1: 368,352 shares 368,352 $17.3M 0.19% +129,774 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: restricted; 2024Q4: 97,180 shares; 2025Q1: 115,857 shares; 2025Q2: 124,041 shares; 2025Q3: 122,422 shares; 2025Q4: 122,029 shares; 2026Q1: 129,369 shares 129,369 $17.1M 0.19% +7,340 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: restricted; 2024Q4: 12,469 shares; 2025Q1: 13,192 shares; 2025Q2: 12,175 shares; 2025Q3: 10,712 shares; 2025Q4: 11,226 shares; 2026Q1: 12,700 shares 12,700 $16.8M 0.19% +1,474 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: restricted; 2024Q4: 44,612 shares; 2025Q1: 49,920 shares; 2025Q2: 46,072 shares; 2025Q3: 41,447 shares; 2025Q4: 52,324 shares; 2026Q1: 47,583 shares 47,583 $16.7M 0.19% -4,741 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: restricted; 2024Q4: 54,454 shares; 2025Q1: 59,107 shares; 2025Q2: 69,122 shares; 2025Q3: 69,968 shares; 2025Q4: 65,352 shares; 2026Q1: 63,537 shares 63,537 $16.6M 0.19% -1,815 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: restricted; 2024Q4: 159,643 shares; 2025Q1: 168,620 shares; 2025Q2: 183,687 shares; 2025Q3: 188,280 shares; 2025Q4: 160,745 shares; 2026Q1: 172,518 shares 172,518 $16.6M 0.19% +11,773 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: restricted; 2024Q4: 74,562 shares; 2025Q1: 74,418 shares; 2025Q2: 55,416 shares; 2025Q3: 59,521 shares; 2025Q4: 58,415 shares; 2026Q1: 60,953 shares 60,953 $16.5M 0.18% +2,538 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: restricted; 2024Q4: 208,829 shares; 2025Q1: 220,636 shares; 2025Q2: 229,651 shares; 2025Q3: 183,499 shares; 2025Q4: 198,401 shares; 2026Q1: 214,256 shares 214,256 $16.4M 0.18% +15,855 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: restricted; 2024Q4: 101,533 shares; 2025Q1: 121,199 shares; 2025Q2: 107,116 shares; 2025Q3: 97,185 shares; 2025Q4: 99,845 shares; 2026Q1: 104,952 shares 104,952 $16.3M 0.18% +5,107 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: restricted; 2024Q4: 82,788 shares; 2025Q1: 82,183 shares; 2025Q2: 80,548 shares; 2025Q3: 73,278 shares; 2025Q4: 73,273 shares; 2026Q1: 66,371 shares 66,371 $16.1M 0.18% -6,902 Timeline DDWM 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: restricted; 2024Q4: 121,509 shares; 2025Q1: 137,263 shares; 2025Q2: 140,800 shares; 2025Q3: 403,556 shares; 2025Q4: 390,357 shares; 2026Q1: 364,294 shares 364,294 $16.1M 0.18% -26,063 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: restricted; 2024Q4: 449,657 shares; 2025Q1: 554,300 shares; 2025Q2: 627,847 shares; 2025Q3: 651,832 shares; 2025Q4: 592,981 shares; 2026Q1: 549,367 shares 549,367 $16M 0.18% -43,614 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: restricted; 2024Q4: 141,169 shares; 2025Q1: 154,350 shares; 2025Q2: 180,587 shares; 2025Q3: 181,568 shares; 2025Q4: 177,296 shares; 2026Q1: 169,771 shares 169,771 $16M 0.18% -7,525 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: restricted; 2024Q4: 23,947 shares; 2025Q1: 25,270 shares; 2025Q2: 22,183 shares; 2025Q3: 21,936 shares; 2025Q4: 20,385 shares; 2026Q1: 18,790 shares 18,790 $15.9M 0.18% -1,595 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: restricted; 2024Q4: 362,484 shares; 2025Q1: 366,926 shares; 2025Q2: 366,683 shares; 2025Q3: 338,443 shares; 2025Q4: 304,749 shares; 2026Q1: 312,887 shares 312,887 $15.7M 0.18% +8,138 Timeline OACP UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,389,804 shares; 2025Q1: 1,670,598 shares; 2025Q2: 2,058,145 shares; 2025Q3: 1,439,096 shares; 2025Q4: 629,730 shares; 2026Q1: 690,717 shares 690,717 $15.7M 0.18% +60,987 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 181,724 shares; 2025Q1: 181,361 shares; 2025Q2: 168,998 shares; 2025Q3: 173,860 shares; 2025Q4: 173,447 shares; 2026Q1: 193,529 shares 193,529 $15.6M 0.17% +20,082 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: restricted; 2024Q4: 29,796 shares; 2025Q1: 28,716 shares; 2025Q2: 28,901 shares; 2025Q3: 30,174 shares; 2025Q4: 27,083 shares; 2026Q1: 31,288 shares 31,288 $15.5M 0.17% +4,205 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: restricted; 2024Q4: 16,630 shares; 2025Q1: 15,505 shares; 2025Q2: 20,732 shares; 2025Q3: 19,926 shares; 2025Q4: 21,584 shares; 2026Q1: 22,121 shares 22,121 $15.4M 0.17% +537 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: restricted; 2024Q4: 168,825 shares; 2025Q1: 177,520 shares; 2025Q2: 190,823 shares; 2025Q3: 181,450 shares; 2025Q4: 161,388 shares; 2026Q1: 128,006 shares 128,006 $15.2M 0.17% -33,382 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: restricted; 2024Q4: 6,696 shares; 2025Q1: 6,109 shares; 2025Q2: 5,394 shares; 2025Q3: 9,681 shares; 2025Q4: 12,779 shares; 2026Q1: 17,334 shares 17,334 $15.1M 0.17% +4,555 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,874 shares; 2025Q1: 76,023 shares; 2025Q2: 76,832 shares; 2025Q3: 79,380 shares; 2025Q4: 75,220 shares; 2026Q1: 75,553 shares 75,553 $15M 0.17% +333 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: restricted; 2024Q4: not reported; 2025Q1: 91,146 shares; 2025Q2: 80,128 shares; 2025Q3: 74,840 shares; 2025Q4: 75,378 shares; 2026Q1: 77,419 shares 77,419 $14.9M 0.17% +2,041 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 842,286 shares; 2025Q1: 985,269 shares; 2025Q2: 918,572 shares; 2025Q3: 891,128 shares; 2025Q4: 886,146 shares; 2026Q1: 992,842 shares 992,842 $14.9M 0.17% +106,696 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,864 shares; 2025Q1: 42,050 shares; 2025Q2: 48,201 shares; 2025Q3: 49,721 shares; 2025Q4: 50,142 shares; 2026Q1: 41,810 shares 41,810 $14.9M 0.17% -8,332 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: restricted; 2024Q4: 54,975 shares; 2025Q1: 52,441 shares; 2025Q2: 53,430 shares; 2025Q3: 57,110 shares; 2025Q4: 48,343 shares; 2026Q1: 41,153 shares 41,153 $14.7M 0.16% -7,190 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: restricted; 2024Q4: 80,170 shares; 2025Q1: 95,525 shares; 2025Q2: 103,954 shares; 2025Q3: 115,921 shares; 2025Q4: 118,687 shares; 2026Q1: 111,224 shares 111,224 $14.7M 0.16% -7,463 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: restricted; 2024Q4: 50,085 shares; 2025Q1: 53,333 shares; 2025Q2: 48,933 shares; 2025Q3: 49,795 shares; 2025Q4: 48,176 shares; 2026Q1: 48,566 shares 48,566 $14.7M 0.16% +390 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 160,793 shares; 2025Q1: 161,464 shares; 2025Q2: 169,780 shares; 2025Q3: 169,242 shares; 2025Q4: 168,771 shares; 2026Q1: 142,489 shares 142,489 $14.5M 0.16% -26,282 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: restricted; 2024Q4: 152,483 shares; 2025Q1: 161,684 shares; 2025Q2: 155,784 shares; 2025Q3: 161,526 shares; 2025Q4: 172,822 shares; 2026Q1: 154,773 shares 154,773 $14.4M 0.16% -18,049 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: restricted; 2024Q4: 49,268 shares; 2025Q1: 37,009 shares; 2025Q2: 43,424 shares; 2025Q3: 42,002 shares; 2025Q4: 42,447 shares; 2026Q1: 43,841 shares 43,841 $14.3M 0.16% +1,394 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: restricted; 2024Q4: 603,568 shares; 2025Q1: 542,361 shares; 2025Q2: 529,681 shares; 2025Q3: 476,753 shares; 2025Q4: 475,840 shares; 2026Q1: 486,683 shares 486,683 $14.1M 0.16% +10,843 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: restricted; 2024Q4: 43,628 shares; 2025Q1: 43,538 shares; 2025Q2: 48,579 shares; 2025Q3: 33,246 shares; 2025Q4: 32,421 shares; 2026Q1: 28,478 shares 28,478 $14M 0.16% -3,943 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: restricted; 2024Q4: 14,829 shares; 2025Q1: 14,288 shares; 2025Q2: 15,325 shares; 2025Q3: 15,023 shares; 2025Q4: 15,281 shares; 2026Q1: 14,459 shares 14,459 $13.9M 0.16% -822 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: restricted; 2024Q4: 111,813 shares; 2025Q1: 125,630 shares; 2025Q2: 124,468 shares; 2025Q3: 44,646 shares; 2025Q4: 59,241 shares; 2026Q1: 76,288 shares 76,288 $13.8M 0.15% +17,047 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: restricted; 2024Q4: 45,469 shares; 2025Q1: 52,574 shares; 2025Q2: 60,744 shares; 2025Q3: 57,362 shares; 2025Q4: 48,669 shares; 2026Q1: 40,483 shares 40,483 $13.8M 0.15% -8,186 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: restricted; 2024Q4: 56,992 shares; 2025Q1: 71,024 shares; 2025Q2: 78,209 shares; 2025Q3: 59,184 shares; 2025Q4: 53,515 shares; 2026Q1: 64,511 shares 64,511 $13.8M 0.15% +10,996 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: restricted; 2024Q4: 35,277 shares; 2025Q1: 33,008 shares; 2025Q2: 33,787 shares; 2025Q3: 29,499 shares; 2025Q4: 35,939 shares; 2026Q1: 29,637 shares 29,637 $13.7M 0.15% -6,302 Timeline PYLD 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: restricted; 2024Q4: 157,977 shares; 2025Q1: 236,264 shares; 2025Q2: 246,391 shares; 2025Q3: 242,411 shares; 2025Q4: 278,675 shares; 2026Q1: 520,965 shares 520,965 $13.6M 0.15% +242,290 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: restricted; 2024Q4: 72,704 shares; 2025Q1: 62,981 shares; 2025Q2: 67,452 shares; 2025Q3: 66,906 shares; 2025Q4: 65,511 shares; 2026Q1: 64,714 shares 64,714 $13.5M 0.15% -797 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,063 shares; 2025Q1: 2,924 shares; 2025Q2: 3,220 shares; 2025Q3: 54,127 shares; 2025Q4: 80,092 shares; 2026Q1: 93,355 shares 93,355 $13.4M 0.15% +13,263 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: restricted; 2024Q4: 155,956 shares; 2025Q1: 97,893 shares; 2025Q2: 103,594 shares; 2025Q3: 102,328 shares; 2025Q4: 206,990 shares; 2026Q1: 216,250 shares 216,250 $13.2M 0.15% +9,260 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: restricted; 2024Q4: 90,398 shares; 2025Q1: 90,159 shares; 2025Q2: 93,093 shares; 2025Q3: 118,857 shares; 2025Q4: 114,958 shares; 2026Q1: 102,656 shares 102,656 $13M 0.15% -12,302 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: restricted; 2024Q4: 81,201 shares; 2025Q1: 84,426 shares; 2025Q2: 92,615 shares; 2025Q3: 99,927 shares; 2025Q4: 103,989 shares; 2026Q1: 108,506 shares 108,506 $12.9M 0.14% +4,517 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,858 shares 64,858 $12.8M 0.14% new Timeline DTD 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: restricted; 2024Q4: 9,417 shares; 2025Q1: 64,170 shares; 2025Q2: 68,135 shares; 2025Q3: 69,353 shares; 2025Q4: 73,323 shares; 2026Q1: 147,408 shares 147,408 $12.7M 0.14% +74,085 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 36,503 shares; 2025Q1: 38,217 shares; 2025Q2: 38,536 shares; 2025Q3: 36,451 shares; 2025Q4: 34,496 shares; 2026Q1: 30,388 shares 30,388 $12.7M 0.14% -4,108 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 157,663 shares; 2025Q1: 122,779 shares; 2025Q2: 165,859 shares; 2025Q3: 162,904 shares; 2025Q4: 157,525 shares; 2026Q1: 163,637 shares 163,637 $12.6M 0.14% +6,112 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: restricted; 2024Q4: 67,681 shares; 2025Q1: 62,213 shares; 2025Q2: 60,534 shares; 2025Q3: 52,677 shares; 2025Q4: 56,650 shares; 2026Q1: 64,914 shares 64,914 $12.6M 0.14% +8,264 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: restricted; 2024Q4: 90,796 shares; 2025Q1: 111,955 shares; 2025Q2: 115,157 shares; 2025Q3: 110,805 shares; 2025Q4: 108,223 shares; 2026Q1: 144,740 shares 144,740 $12.6M 0.14% +36,517 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,740 shares; 2025Q1: 29,491 shares; 2025Q2: 27,923 shares; 2025Q3: 30,768 shares; 2025Q4: 38,616 shares; 2026Q1: 42,126 shares 42,126 $12.4M 0.14% +3,510 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: restricted; 2024Q4: 37,618 shares; 2025Q1: 32,304 shares; 2025Q2: 38,005 shares; 2025Q3: 36,096 shares; 2025Q4: 37,916 shares; 2026Q1: 35,994 shares 35,994 $12.4M 0.14% -1,922 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: restricted; 2024Q4: 18,598 shares; 2025Q1: 23,282 shares; 2025Q2: 23,501 shares; 2025Q3: 25,919 shares; 2025Q4: 28,261 shares; 2026Q1: 27,342 shares 27,342 $12.2M 0.14% -919 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,367 shares; 2025Q1: 16,008 shares; 2025Q2: 13,996 shares; 2025Q3: 7,811 shares; 2025Q4: 8,333 shares; 2026Q1: 29,930 shares 29,930 $12.2M 0.14% +21,597 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: restricted; 2024Q4: 22,714 shares; 2025Q1: 21,716 shares; 2025Q2: 19,374 shares; 2025Q3: 16,403 shares; 2025Q4: 14,994 shares; 2026Q1: 12,243 shares 12,243 $12.2M 0.14% -2,751 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: restricted; 2024Q4: 105,295 shares; 2025Q1: 102,745 shares; 2025Q2: 85,837 shares; 2025Q3: 74,419 shares; 2025Q4: 71,737 shares; 2026Q1: 74,105 shares 74,105 $12.2M 0.14% +2,368 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: restricted; 2024Q4: 11,761 shares; 2025Q1: 12,959 shares; 2025Q2: 13,616 shares; 2025Q3: 12,061 shares; 2025Q4: 12,571 shares; 2026Q1: 14,088 shares 14,088 $12.2M 0.14% +1,517 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 177,923 shares; 2025Q1: 184,185 shares; 2025Q2: 177,943 shares; 2025Q3: 179,943 shares; 2025Q4: 169,310 shares; 2026Q1: 118,551 shares 118,551 $12.1M 0.14% -50,759 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: restricted; 2024Q4: 114,698 shares; 2025Q1: 113,993 shares; 2025Q2: 118,827 shares; 2025Q3: 122,406 shares; 2025Q4: 126,211 shares; 2026Q1: 139,632 shares 139,632 $12.1M 0.14% +13,421 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: restricted; 2024Q4: 62,625 shares; 2025Q1: 67,790 shares; 2025Q2: 52,025 shares; 2025Q3: 48,052 shares; 2025Q4: 47,061 shares; 2026Q1: 49,785 shares 49,785 $12.1M 0.14% +2,724 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: restricted; 2024Q4: 137,070 shares; 2025Q1: 162,804 shares; 2025Q2: 184,622 shares; 2025Q3: 177,434 shares; 2025Q4: 146,601 shares; 2026Q1: 134,254 shares 134,254 $12M 0.13% -12,347 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: restricted; 2024Q4: 67,383 shares; 2025Q1: 64,634 shares; 2025Q2: 79,026 shares; 2025Q3: 75,057 shares; 2025Q4: 87,963 shares; 2026Q1: 85,676 shares 85,676 $11.9M 0.13% -2,287 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: restricted; 2024Q4: 328,958 shares; 2025Q1: 362,206 shares; 2025Q2: 281,120 shares; 2025Q3: 262,041 shares; 2025Q4: 259,828 shares; 2026Q1: 241,539 shares 241,539 $11.9M 0.13% -18,289 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: restricted; 2024Q4: 189,681 shares; 2025Q1: 193,777 shares; 2025Q2: 188,205 shares; 2025Q3: 177,149 shares; 2025Q4: 171,791 shares; 2026Q1: 164,441 shares 164,441 $11.9M 0.13% -7,350 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: restricted; 2024Q4: 63,134 shares; 2025Q1: 79,475 shares; 2025Q2: 180,582 shares; 2025Q3: 193,425 shares; 2025Q4: 189,053 shares; 2026Q1: 174,316 shares 174,316 $11.9M 0.13% -14,737 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: restricted; 2024Q4: 30,741 shares; 2025Q1: 31,833 shares; 2025Q2: 24,337 shares; 2025Q3: 18,935 shares; 2025Q4: 16,489 shares; 2026Q1: 16,674 shares 16,674 $11.8M 0.13% +185 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: restricted; 2024Q4: 88,755 shares; 2025Q1: 83,117 shares; 2025Q2: 78,073 shares; 2025Q3: 80,004 shares; 2025Q4: 72,591 shares; 2026Q1: 67,997 shares 67,997 $11.8M 0.13% -4,594 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 159,875 shares; 2025Q1: 157,874 shares; 2025Q2: 163,265 shares; 2025Q3: 151,207 shares; 2025Q4: 157,338 shares; 2026Q1: 152,663 shares 152,663 $11.8M 0.13% -4,675 Timeline LDUR 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: restricted; 2024Q4: not reported; 2025Q1: 25,670 shares; 2025Q2: 63,999 shares; 2025Q3: 56,113 shares; 2025Q4: 55,354 shares; 2026Q1: 122,359 shares 122,359 $11.7M 0.13% +67,005 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,520 shares; 2025Q1: 58,961 shares; 2025Q2: 56,032 shares; 2025Q3: 50,330 shares; 2025Q4: 49,972 shares; 2026Q1: 51,480 shares 51,480 $11.6M 0.13% +1,508 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: restricted; 2024Q4: 9,424 shares; 2025Q1: 19,260 shares; 2025Q2: 21,156 shares; 2025Q3: 19,559 shares; 2025Q4: 21,084 shares; 2026Q1: 30,241 shares 30,241 $11.6M 0.13% +9,157 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: restricted; 2024Q4: 126,471 shares; 2025Q1: 300,806 shares; 2025Q2: 177,005 shares; 2025Q3: 224,896 shares; 2025Q4: 228,581 shares; 2026Q1: 131,381 shares 131,381 $11.6M 0.13% -97,200 Timeline AGGY 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: restricted; 2024Q4: 276,368 shares; 2025Q1: 265,570 shares; 2025Q2: 250,464 shares; 2025Q3: 275,102 shares; 2025Q4: 261,767 shares; 2026Q1: 263,486 shares 263,486 $11.4M 0.13% +1,719 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: restricted; 2024Q4: 114,967 shares; 2025Q1: 122,943 shares; 2025Q2: 120,421 shares; 2025Q3: 111,535 shares; 2025Q4: 101,680 shares; 2026Q1: 88,744 shares 88,744 $11.4M 0.13% -12,936 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 88,288 shares; 2025Q1: 114,944 shares; 2025Q2: 121,785 shares; 2025Q3: 117,322 shares; 2025Q4: 114,802 shares; 2026Q1: 141,801 shares 141,801 $11.3M 0.13% +26,999 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 207,266 shares; 2025Q1: 185,455 shares; 2025Q2: 187,619 shares; 2025Q3: 209,712 shares; 2025Q4: 230,049 shares; 2026Q1: 247,428 shares 247,428 $11.3M 0.13% +17,379 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: restricted; 2024Q4: 276,162 shares; 2025Q1: 289,193 shares; 2025Q2: 251,866 shares; 2025Q3: 227,800 shares; 2025Q4: 231,701 shares; 2026Q1: 239,101 shares 239,101 $11.2M 0.13% +7,400 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 148,243 shares; 2025Q3: 188,015 shares; 2025Q4: 192,111 shares; 2026Q1: 220,342 shares 220,342 $11M 0.12% +28,231 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111,228 shares; 2025Q1: 91,699 shares; 2025Q2: 90,432 shares; 2025Q3: 88,834 shares; 2025Q4: 88,574 shares; 2026Q1: 81,015 shares 81,015 $11M 0.12% -7,559 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: restricted; 2024Q4: 130,357 shares; 2025Q1: 123,325 shares; 2025Q2: 127,526 shares; 2025Q3: 112,692 shares; 2025Q4: 109,053 shares; 2026Q1: 116,095 shares 116,095 $10.9M 0.12% +7,042 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 225,252 shares; 2025Q1: 224,769 shares; 2025Q2: 208,394 shares; 2025Q3: 201,772 shares; 2025Q4: 146,494 shares; 2026Q1: 143,268 shares 143,268 $10.7M 0.12% -3,226 Timeline ESN NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,566 shares; 2025Q1: 169,774 shares; 2025Q2: 297,813 shares; 2025Q3: 415,038 shares; 2025Q4: 485,069 shares; 2026Q1: 608,606 shares 608,606 $10.7M 0.12% +123,537 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: restricted; 2024Q4: 99,767 shares; 2025Q1: 101,592 shares; 2025Q2: 87,147 shares; 2025Q3: 81,311 shares; 2025Q4: 99,125 shares; 2026Q1: 100,360 shares 100,360 $10.7M 0.12% +1,235 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: restricted; 2024Q4: 179,832 shares; 2025Q1: 97,736 shares; 2025Q2: 98,329 shares; 2025Q3: 111,810 shares; 2025Q4: 154,062 shares; 2026Q1: 141,823 shares 141,823 $10.7M 0.12% -12,239 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: restricted; 2024Q4: 167,507 shares; 2025Q1: 170,084 shares; 2025Q2: 184,269 shares; 2025Q3: 171,968 shares; 2025Q4: 143,442 shares; 2026Q1: 103,006 shares 103,006 $10.6M 0.12% -40,436 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: restricted; 2024Q4: 7,450 shares; 2025Q1: 7,906 shares; 2025Q2: 7,358 shares; 2025Q3: 7,703 shares; 2025Q4: 7,296 shares; 2026Q1: 7,098 shares 7,098 $10.5M 0.12% -198 Timeline JVAL 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: restricted; 2024Q4: 45,440 shares; 2025Q1: 138,330 shares; 2025Q2: 159,559 shares; 2025Q3: 149,408 shares; 2025Q4: 126,322 shares; 2026Q1: 213,641 shares 213,641 $10.4M 0.12% +87,319 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: restricted; 2024Q4: 63,954 shares; 2025Q1: 70,229 shares; 2025Q2: 51,284 shares; 2025Q3: 69,131 shares; 2025Q4: 74,371 shares; 2026Q1: 71,190 shares 71,190 $10.4M 0.12% -3,181 Timeline OALC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,374,936 shares; 2025Q1: 834,447 shares; 2025Q2: 925,763 shares; 2025Q3: 762,988 shares; 2025Q4: 259,316 shares; 2026Q1: 302,883 shares 302,883 $10.4M 0.12% +43,567 Timeline GJUN 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: restricted; 2024Q4: 336,051 shares; 2025Q1: 330,669 shares; 2025Q2: 322,761 shares; 2025Q3: 254,267 shares; 2025Q4: 227,112 shares; 2026Q1: 263,286 shares 263,286 $10.4M 0.12% +36,174 Timeline QGRW 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: restricted; 2024Q4: 144,438 shares; 2025Q1: 187,171 shares; 2025Q2: 191,816 shares; 2025Q3: 192,958 shares; 2025Q4: 195,959 shares; 2026Q1: 193,055 shares 193,055 $10.3M 0.12% -2,904 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: restricted; 2024Q4: 32,537 shares; 2025Q1: 56,728 shares; 2025Q2: 69,512 shares; 2025Q3: 54,353 shares; 2025Q4: 54,655 shares; 2026Q1: 206,066 shares 206,066 $10.3M 0.12% +151,411 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: restricted; 2024Q4: 88,528 shares; 2025Q1: 97,254 shares; 2025Q2: 82,378 shares; 2025Q3: 64,153 shares; 2025Q4: 66,479 shares; 2026Q1: 54,897 shares 54,897 $10.2M 0.11% -11,582 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: restricted; 2024Q4: 57,214 shares; 2025Q1: 51,929 shares; 2025Q2: 46,114 shares; 2025Q3: 44,753 shares; 2025Q4: 44,354 shares; 2026Q1: 43,345 shares 43,345 $10.2M 0.11% -1,009 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: restricted; 2024Q4: 374,525 shares; 2025Q1: 370,928 shares; 2025Q2: 381,521 shares; 2025Q3: 341,030 shares; 2025Q4: 271,719 shares; 2026Q1: 353,294 shares 353,294 $10.1M 0.11% +81,575 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: restricted; 2024Q4: 63,704 shares; 2025Q1: 66,861 shares; 2025Q2: 69,342 shares; 2025Q3: 70,342 shares; 2025Q4: 75,277 shares; 2026Q1: 87,590 shares 87,590 $10.1M 0.11% +12,313 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: restricted; 2024Q4: 12,822 shares; 2025Q1: 12,678 shares; 2025Q2: 17,927 shares; 2025Q3: 16,883 shares; 2025Q4: 17,071 shares; 2026Q1: 17,967 shares 17,967 $10.1M 0.11% +896 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 204,867 shares; 2025Q1: 233,596 shares; 2025Q2: 217,329 shares; 2025Q3: 209,520 shares; 2025Q4: 208,114 shares; 2026Q1: 181,118 shares 181,118 $10.1M 0.11% -26,996 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: restricted; 2024Q4: 36,723 shares; 2025Q1: 38,592 shares; 2025Q2: 48,918 shares; 2025Q3: 50,783 shares; 2025Q4: 53,196 shares; 2026Q1: 50,975 shares 50,975 $10.1M 0.11% -2,221 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 121,902 shares; 2025Q1: 119,399 shares; 2025Q2: 99,626 shares; 2025Q3: 88,632 shares; 2025Q4: 94,312 shares; 2026Q1: 104,367 shares 104,367 $10.1M 0.11% +10,055 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: restricted; 2024Q4: 193,394 shares; 2025Q1: 142,391 shares; 2025Q2: 152,695 shares; 2025Q3: 145,898 shares; 2025Q4: 134,667 shares; 2026Q1: 115,627 shares 115,627 $10M 0.11% -19,040 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: restricted; 2024Q4: 280,288 shares; 2025Q1: 231,496 shares; 2025Q2: 256,715 shares; 2025Q3: 193,352 shares; 2025Q4: 190,473 shares; 2026Q1: 191,259 shares 191,259 $9.95M 0.11% +786 Timeline ITA 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: restricted; 2024Q4: 24,373 shares; 2025Q1: 37,094 shares; 2025Q2: 35,478 shares; 2025Q3: 90,404 shares; 2025Q4: 92,756 shares; 2026Q1: 45,381 shares 45,381 $9.93M 0.11% -47,375 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: restricted; 2024Q4: not reported; 2025Q1: 56,534 shares; 2025Q2: 52,454 shares; 2025Q3: 48,761 shares; 2025Q4: 43,779 shares; 2026Q1: 31,476 shares 31,476 $9.89M 0.11% -12,303 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 152,935 shares; 2025Q1: 145,559 shares; 2025Q2: 149,680 shares; 2025Q3: 136,896 shares; 2025Q4: 151,508 shares; 2026Q1: 146,146 shares 146,146 $9.87M 0.11% -5,362 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: restricted; 2024Q4: 21,050 shares; 2025Q1: 22,062 shares; 2025Q2: 20,238 shares; 2025Q3: 25,506 shares; 2025Q4: 24,120 shares; 2026Q1: 29,043 shares 29,043 $9.81M 0.11% +4,923 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: restricted; 2024Q4: 267,147 shares; 2025Q1: 315,794 shares; 2025Q2: 375,544 shares; 2025Q3: 389,136 shares; 2025Q4: 356,787 shares; 2026Q1: 348,421 shares 348,421 $9.78M 0.11% -8,366 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101,891 shares; 2026Q1: 106,521 shares 106,521 $9.69M 0.11% +4,630 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: restricted; 2024Q4: 43,263 shares; 2025Q1: 46,493 shares; 2025Q2: 53,286 shares; 2025Q3: 58,465 shares; 2025Q4: 58,266 shares; 2026Q1: 62,456 shares 62,456 $9.54M 0.11% +4,190 Timeline BLV 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: restricted; 2024Q4: 83,518 shares; 2025Q1: 92,291 shares; 2025Q2: 120,068 shares; 2025Q3: 137,034 shares; 2025Q4: 138,881 shares; 2026Q1: 138,313 shares 138,313 $9.51M 0.11% -568 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 472,676 shares; 2025Q1: 429,875 shares; 2025Q2: 307,056 shares; 2025Q3: 237,386 shares; 2025Q4: 239,654 shares; 2026Q1: 240,787 shares 240,787 $9.49M 0.11% +1,133 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: restricted; 2024Q4: 25,026 shares; 2025Q1: 21,863 shares; 2025Q2: 23,113 shares; 2025Q3: 23,290 shares; 2025Q4: 107,383 shares; 2026Q1: 89,693 shares 89,693 $9.38M 0.1% -17,690 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,677 shares; 2025Q1: 67,044 shares; 2025Q2: 66,536 shares; 2025Q3: 64,868 shares; 2025Q4: 58,775 shares; 2026Q1: 46,052 shares 46,052 $9.36M 0.1% -12,723 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: restricted; 2024Q4: 168,778 shares; 2025Q1: 260,612 shares; 2025Q2: 242,207 shares; 2025Q3: 220,221 shares; 2025Q4: 240,097 shares; 2026Q1: 179,327 shares 179,327 $9.31M 0.1% -60,770 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: restricted; 2024Q4: 23,012 shares; 2025Q1: 26,554 shares; 2025Q2: 24,767 shares; 2025Q3: 33,450 shares; 2025Q4: 31,121 shares; 2026Q1: 32,635 shares 32,635 $9.26M 0.1% +1,514 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: restricted; 2024Q4: 13,603 shares; 2025Q1: 14,338 shares; 2025Q2: 14,408 shares; 2025Q3: 13,997 shares; 2025Q4: 11,970 shares; 2026Q1: 21,276 shares 21,276 $9.23M 0.1% +9,306 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 82,359 shares; 2025Q1: 86,893 shares; 2025Q2: 80,390 shares; 2025Q3: 81,812 shares; 2025Q4: 80,668 shares; 2026Q1: 70,164 shares 70,164 $9.2M 0.1% -10,504 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: restricted; 2024Q4: 74,493 shares; 2025Q1: 76,754 shares; 2025Q2: 100,459 shares; 2025Q3: 93,231 shares; 2025Q4: 87,966 shares; 2026Q1: 82,556 shares 82,556 $9.15M 0.1% -5,410 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78,682 shares; 2025Q1: 69,940 shares; 2025Q2: 45,591 shares; 2025Q3: 48,529 shares; 2025Q4: 71,182 shares; 2026Q1: 90,705 shares 90,705 $9.13M 0.1% +19,523 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: restricted; 2024Q4: 20,369 shares; 2025Q1: 21,604 shares; 2025Q2: 17,954 shares; 2025Q3: 17,364 shares; 2025Q4: 15,232 shares; 2026Q1: 13,295 shares 13,295 $9.07M 0.1% -1,937 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 208,375 shares; 2025Q1: 353,362 shares; 2025Q2: 296,190 shares; 2025Q3: 204,255 shares; 2025Q4: 194,602 shares; 2026Q1: 229,338 shares 229,338 $9.05M 0.1% +34,736 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: restricted; 2024Q4: 36,833 shares; 2025Q1: 37,558 shares; 2025Q2: 41,591 shares; 2025Q3: 41,328 shares; 2025Q4: 38,362 shares; 2026Q1: 37,554 shares 37,554 $8.99M 0.1% -808 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: restricted; 2024Q4: 54,178 shares; 2025Q1: 60,518 shares; 2025Q2: 57,647 shares; 2025Q3: 52,389 shares; 2025Q4: 80,573 shares; 2026Q1: 72,251 shares 72,251 $8.98M 0.1% -8,322 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: restricted; 2024Q4: 43,457 shares; 2025Q1: 35,852 shares; 2025Q2: 47,140 shares; 2025Q3: 48,706 shares; 2025Q4: 48,530 shares; 2026Q1: 48,636 shares 48,636 $8.87M 0.1% +106 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,637 shares; 2025Q1: 10,027 shares; 2025Q2: 11,469 shares; 2025Q3: 11,477 shares; 2025Q4: 11,432 shares; 2026Q1: 11,461 shares 11,461 $8.86M 0.1% +29 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: restricted; 2024Q4: 107,805 shares; 2025Q1: 121,897 shares; 2025Q2: 143,001 shares; 2025Q3: 169,725 shares; 2025Q4: 146,550 shares; 2026Q1: 122,895 shares 122,895 $8.84M 0.1% -23,655 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: restricted; 2024Q4: 68,448 shares; 2025Q1: 141,227 shares; 2025Q2: 394,684 shares; 2025Q3: 105,792 shares; 2025Q4: 136,916 shares; 2026Q1: 173,857 shares 173,857 $8.8M 0.1% +36,941 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 204,734 shares; 2025Q1: 166,125 shares; 2025Q2: 165,743 shares; 2025Q3: 151,963 shares; 2025Q4: 157,292 shares; 2026Q1: 145,455 shares 145,455 $8.78M 0.1% -11,837 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: restricted; 2024Q4: 77,000 shares; 2025Q1: 104,008 shares; 2025Q2: 100,632 shares; 2025Q3: 66,522 shares; 2025Q4: 59,902 shares; 2026Q1: 59,866 shares 59,866 $8.78M 0.1% -36 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: restricted; 2024Q4: 134,345 shares; 2025Q1: 136,328 shares; 2025Q2: 133,604 shares; 2025Q3: 122,616 shares; 2025Q4: 105,480 shares; 2026Q1: 101,280 shares 101,280 $8.77M 0.1% -4,200 Timeline XLG 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: restricted; 2024Q4: 92,606 shares; 2025Q1: 201,486 shares; 2025Q2: 193,809 shares; 2025Q3: 164,835 shares; 2025Q4: 169,324 shares; 2026Q1: 157,863 shares 157,863 $8.61M 0.1% -11,461 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,548 shares; 2025Q1: 22,922 shares; 2025Q2: 27,764 shares; 2025Q3: 28,927 shares; 2025Q4: 29,928 shares; 2026Q1: 29,905 shares 29,905 $8.57M 0.1% -23 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: restricted; 2024Q4: 109,565 shares; 2025Q1: 98,623 shares; 2025Q2: 105,211 shares; 2025Q3: 105,929 shares; 2025Q4: 126,190 shares; 2026Q1: 129,650 shares 129,650 $8.56M 0.1% +3,460 Timeline AFIF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 907,271 shares 907,271 $8.45M 0.09% new Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 191,693 shares; 2025Q1: 202,044 shares; 2025Q2: 204,088 shares; 2025Q3: 204,726 shares; 2025Q4: 318,179 shares; 2026Q1: 332,737 shares 332,737 $8.43M 0.09% +14,558 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: restricted; 2024Q4: 78,450 shares; 2025Q1: 73,186 shares; 2025Q2: 79,845 shares; 2025Q3: 53,016 shares; 2025Q4: 51,308 shares; 2026Q1: 42,316 shares 42,316 $8.39M 0.09% -8,992 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: restricted; 2024Q4: 23,326 shares; 2025Q1: 29,456 shares; 2025Q2: 34,595 shares; 2025Q3: 43,885 shares; 2025Q4: 36,643 shares; 2026Q1: 164,279 shares 164,279 $8.37M 0.09% +127,636 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: restricted; 2024Q4: 94,849 shares; 2025Q1: 80,009 shares; 2025Q2: 70,321 shares; 2025Q3: 74,107 shares; 2025Q4: 73,038 shares; 2026Q1: 74,427 shares 74,427 $8.36M 0.09% +1,389 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: restricted; 2024Q4: 44,024 shares; 2025Q1: 35,025 shares; 2025Q2: 39,767 shares; 2025Q3: 39,704 shares; 2025Q4: 57,889 shares; 2026Q1: 75,611 shares 75,611 $8.24M 0.09% +17,722 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,609 shares; 2025Q1: 23,142 shares; 2025Q2: 33,518 shares; 2025Q3: 35,555 shares; 2025Q4: 37,236 shares; 2026Q1: 39,287 shares 39,287 $8.21M 0.09% +2,051 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 221,770 shares; 2025Q1: 231,451 shares; 2025Q2: 207,250 shares; 2025Q3: 211,812 shares; 2025Q4: 326,570 shares; 2026Q1: 338,284 shares 338,284 $8.2M 0.09% +11,714 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: restricted; 2024Q4: 31,442 shares; 2025Q1: 31,214 shares; 2025Q2: 83,794 shares; 2025Q3: 99,735 shares; 2025Q4: 105,514 shares; 2026Q1: 139,845 shares 139,845 $8.18M 0.09% +34,331 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,763 shares; 2025Q1: 31,156 shares; 2025Q2: 32,863 shares; 2025Q3: 39,951 shares; 2025Q4: 42,909 shares; 2026Q1: 42,853 shares 42,853 $8.12M 0.09% -56 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 212,370 shares; 2025Q1: 221,213 shares; 2025Q2: 200,543 shares; 2025Q3: 204,585 shares; 2025Q4: 322,395 shares; 2026Q1: 334,454 shares 334,454 $8.11M 0.09% +12,059 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,130 shares; 2025Q1: 84,639 shares; 2025Q2: 97,050 shares; 2025Q3: 82,972 shares; 2025Q4: 79,114 shares; 2026Q1: 59,356 shares 59,356 $8.07M 0.09% -19,758 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 46,305 shares; 2025Q1: 48,055 shares; 2025Q2: 29,132 shares; 2025Q3: 24,347 shares; 2025Q4: 24,028 shares; 2026Q1: 32,651 shares 32,651 $8.07M 0.09% +8,623 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: restricted; 2024Q4: 139,533 shares; 2025Q1: 148,876 shares; 2025Q2: 146,530 shares; 2025Q3: 146,908 shares; 2025Q4: 128,895 shares; 2026Q1: 110,480 shares 110,480 $8.04M 0.09% -18,415 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: restricted; 2024Q4: 24,266 shares; 2025Q1: 7,163 shares; 2025Q2: 49,961 shares; 2025Q3: 7,822 shares; 2025Q4: 146,376 shares; 2026Q1: 149,891 shares 149,891 $8M 0.09% +3,515 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: restricted; 2024Q4: 6,039 shares; 2025Q1: 34,426 shares; 2025Q2: 44,641 shares; 2025Q3: 112,211 shares; 2025Q4: not reported; 2026Q1: 142,632 shares 142,632 $7.97M 0.09% new 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: restricted; 2024Q4: 233,833 shares; 2025Q1: 253,624 shares; 2025Q2: 264,802 shares; 2025Q3: 185,671 shares; 2025Q4: 189,743 shares; 2026Q1: 196,061 shares 196,061 $7.95M 0.09% +6,318 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 278,421 shares; 2025Q1: 283,010 shares; 2025Q2: 282,329 shares; 2025Q3: 298,086 shares; 2025Q4: 303,350 shares; 2026Q1: 320,914 shares 320,914 $7.93M 0.09% +17,564 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: restricted; 2024Q4: 2,030 shares; 2025Q1: 2,032 shares; 2025Q2: 2,291 shares; 2025Q3: 2,145 shares; 2025Q4: 1,858 shares; 2026Q1: 1,881 shares 1,881 $7.92M 0.09% +23 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: restricted; 2024Q4: 32,268 shares; 2025Q1: 37,191 shares; 2025Q2: 40,305 shares; 2025Q3: 32,619 shares; 2025Q4: 26,722 shares; 2026Q1: 26,803 shares 26,803 $7.79M 0.09% +81 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: restricted; 2024Q4: 118,893 shares; 2025Q1: 32,311 shares; 2025Q2: 44,591 shares; 2025Q3: 120,399 shares; 2025Q4: not reported; 2026Q1: 154,116 shares 154,116 $7.77M 0.09% 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: restricted; 2024Q4: 26,907 shares; 2025Q1: 21,172 shares; 2025Q2: 24,266 shares; 2025Q3: 26,962 shares; 2025Q4: 25,268 shares; 2026Q1: 17,851 shares 17,851 $7.72M 0.09% -7,417 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: restricted; 2024Q4: 18,743 shares; 2025Q1: 33,862 shares; 2025Q2: 46,171 shares; 2025Q3: 126,307 shares; 2025Q4: 151,062 shares; 2026Q1: 154,518 shares 154,518 $7.68M 0.09% +3,456 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: restricted; 2024Q4: 22,146 shares; 2025Q1: not reported; 2025Q2: 50,039 shares; 2025Q3: not reported; 2025Q4: 156,772 shares; 2026Q1: 159,523 shares 159,523 $7.61M 0.09% +2,751 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 453,262 shares; 2025Q3: 453,457 shares; 2025Q4: 460,663 shares; 2026Q1: 428,082 shares 428,082 $7.6M 0.09% -32,581 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,379 shares; 2025Q1: 46,626 shares; 2025Q2: 36,553 shares; 2025Q3: 36,222 shares; 2025Q4: 35,668 shares; 2026Q1: 38,262 shares 38,262 $7.58M 0.08% +2,594 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 155,667 shares 155,667 $7.55M 0.08% new 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: restricted; 2024Q4: 12,927 shares; 2025Q1: 14,665 shares; 2025Q2: 13,560 shares; 2025Q3: 13,091 shares; 2025Q4: 16,481 shares; 2026Q1: 13,982 shares 13,982 $7.52M 0.08% -2,499 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 184,511 shares; 2025Q1: 179,187 shares; 2025Q2: 190,216 shares; 2025Q3: 209,020 shares; 2025Q4: 195,324 shares; 2026Q1: 192,402 shares 192,402 $7.5M 0.08% -2,922 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: restricted; 2024Q4: 25,027 shares; 2025Q1: 26,749 shares; 2025Q2: 33,237 shares; 2025Q3: 36,373 shares; 2025Q4: 38,917 shares; 2026Q1: 36,715 shares 36,715 $7.47M 0.08% -2,202 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,079 shares; 2025Q1: 8,962 shares; 2025Q2: 53,753 shares; 2025Q3: 57,028 shares; 2025Q4: 68,756 shares; 2026Q1: 31,424 shares 31,424 $7.47M 0.08% -37,332 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: restricted; 2024Q4: 55,026 shares; 2025Q1: 55,240 shares; 2025Q2: 62,038 shares; 2025Q3: 59,864 shares; 2025Q4: 60,499 shares; 2026Q1: 56,745 shares 56,745 $7.43M 0.08% -3,754 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,078 shares; 2025Q2: 11,478 shares; 2025Q3: 13,818 shares; 2025Q4: 14,746 shares; 2026Q1: 13,428 shares 13,428 $7.37M 0.08% -1,318 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: restricted; 2024Q4: 95,809 shares; 2025Q1: 92,984 shares; 2025Q2: 100,840 shares; 2025Q3: 88,694 shares; 2025Q4: 64,518 shares; 2026Q1: 62,275 shares 62,275 $7.36M 0.08% -2,243 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: restricted; 2024Q4: 19,688 shares; 2025Q1: not reported; 2025Q2: 45,616 shares; 2025Q3: 144,667 shares; 2025Q4: 143,123 shares; 2026Q1: 145,836 shares 145,836 $7.34M 0.08% +2,713 Timeline EEM 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: restricted; 2024Q4: 57,651 shares; 2025Q1: 15,954 shares; 2025Q2: 30,311 shares; 2025Q3: 30,424 shares; 2025Q4: 30,038 shares; 2026Q1: 129,191 shares 129,191 $7.34M 0.08% +99,153 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,053 shares; 2025Q1: 49,290 shares; 2025Q2: 45,459 shares; 2025Q3: 55,266 shares; 2025Q4: 50,830 shares; 2026Q1: 55,890 shares 55,890 $7.32M 0.08% +5,060 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: restricted; 2024Q4: 38,031 shares; 2025Q1: 33,369 shares; 2025Q2: 34,293 shares; 2025Q3: 31,995 shares; 2025Q4: 24,833 shares; 2026Q1: 42,280 shares 42,280 $7.3M 0.08% +17,447 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 596,981 shares; 2025Q1: 616,063 shares; 2025Q2: 578,333 shares; 2025Q3: 566,850 shares; 2025Q4: 552,764 shares; 2026Q1: 621,339 shares 621,339 $7.29M 0.08% +68,575 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: restricted; 2024Q4: 53,393 shares; 2025Q1: 43,083 shares; 2025Q2: 50,013 shares; 2025Q3: 37,214 shares; 2025Q4: 34,326 shares; 2026Q1: 65,940 shares 65,940 $7.28M 0.08% +31,614 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,139 shares; 2025Q1: 23,491 shares; 2025Q2: 20,897 shares; 2025Q3: 20,666 shares; 2025Q4: 19,380 shares; 2026Q1: 17,050 shares 17,050 $7.25M 0.08% -2,330 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: restricted; 2024Q4: 34,602 shares; 2025Q1: 35,571 shares; 2025Q2: 43,424 shares; 2025Q3: 41,309 shares; 2025Q4: 36,697 shares; 2026Q1: 36,546 shares 36,546 $7.23M 0.08% -151 Timeline ILDR 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: restricted; 2024Q4: 613,778 shares; 2025Q1: 447,916 shares; 2025Q2: 285,122 shares; 2025Q3: 261,624 shares; 2025Q4: 262,910 shares; 2026Q1: 240,101 shares 240,101 $7.15M 0.08% -22,809 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: restricted; 2024Q4: 117,000 shares; 2025Q1: 104,954 shares; 2025Q2: 95,547 shares; 2025Q3: 101,108 shares; 2025Q4: 201,439 shares; 2026Q1: 155,585 shares 155,585 $7.14M 0.08% -45,854 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: restricted; 2024Q4: 59,771 shares; 2025Q1: 44,827 shares; 2025Q2: 49,890 shares; 2025Q3: 49,129 shares; 2025Q4: 49,210 shares; 2026Q1: 48,146 shares 48,146 $7.13M 0.08% -1,064 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,882 shares; 2025Q1: 65,637 shares; 2025Q2: 61,802 shares; 2025Q3: 62,317 shares; 2025Q4: 63,583 shares; 2026Q1: 67,200 shares 67,200 $7.06M 0.08% +3,617 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,079 shares; 2025Q1: 37,771 shares; 2025Q2: 39,304 shares; 2025Q3: 34,297 shares; 2025Q4: 33,612 shares; 2026Q1: 28,827 shares 28,827 $7.04M 0.08% -4,785 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: restricted; 2024Q4: 106,033 shares; 2025Q1: 119,172 shares; 2025Q2: 133,647 shares; 2025Q3: 117,300 shares; 2025Q4: 132,716 shares; 2026Q1: 146,070 shares 146,070 $7.04M 0.08% +13,354 Timeline VDE 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: restricted; 2024Q4: 29,151 shares; 2025Q1: 31,896 shares; 2025Q2: 31,528 shares; 2025Q3: 43,582 shares; 2025Q4: 45,895 shares; 2026Q1: 40,566 shares 40,566 $7.02M 0.08% -5,329 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: restricted; 2024Q4: 50,514 shares; 2025Q1: 45,386 shares; 2025Q2: 42,903 shares; 2025Q3: 37,358 shares; 2025Q4: 36,775 shares; 2026Q1: 44,066 shares 44,066 $6.93M 0.08% +7,291 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 155,520 shares; 2025Q1: 155,036 shares; 2025Q2: 107,506 shares; 2025Q3: 103,280 shares; 2025Q4: 105,597 shares; 2026Q1: 70,426 shares 70,426 $6.9M 0.08% -35,171 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,405 shares; 2025Q1: 24,203 shares; 2025Q2: 26,279 shares; 2025Q3: 30,475 shares; 2025Q4: 28,530 shares; 2026Q1: 30,002 shares 30,002 $6.89M 0.08% +1,472 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: restricted; 2024Q4: 119,879 shares; 2025Q1: 114,622 shares; 2025Q2: 98,762 shares; 2025Q3: 116,422 shares; 2025Q4: 141,355 shares; 2026Q1: 171,538 shares 171,538 $6.89M 0.08% +30,183 Timeline PALC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 132,657 shares; 2025Q1: 134,319 shares; 2025Q2: 132,837 shares; 2025Q3: 133,421 shares; 2025Q4: 115,151 shares; 2026Q1: 132,944 shares 132,944 $6.89M 0.08% +17,793 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 221,378 shares; 2025Q1: 222,631 shares; 2025Q2: 247,722 shares; 2025Q3: 186,862 shares; 2025Q4: 176,712 shares; 2026Q1: 208,825 shares 208,825 $6.88M 0.08% +32,113 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: restricted; 2024Q4: 112,831 shares; 2025Q1: 176,803 shares; 2025Q2: 214,147 shares; 2025Q3: 208,274 shares; 2025Q4: 175,965 shares; 2026Q1: 227,320 shares 227,320 $6.87M 0.08% +51,355 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,864 shares; 2025Q1: 12,676 shares; 2025Q2: 12,967 shares; 2025Q3: 12,833 shares; 2025Q4: 12,293 shares; 2026Q1: 11,351 shares 11,351 $6.87M 0.08% -942 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 131,178 shares; 2025Q1: 58,655 shares; 2025Q2: 94,038 shares; 2025Q3: 76,984 shares; 2025Q4: 71,625 shares; 2026Q1: 392,651 shares 392,651 $6.8M 0.08% +321,026 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,516 shares; 2025Q1: 47,321 shares; 2025Q2: 134,162 shares; 2025Q3: 179,673 shares; 2025Q4: 147,208 shares; 2026Q1: 146,385 shares 146,385 $6.79M 0.08% -823 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,726 shares 79,726 $6.68M 0.07% new Timeline FLQL 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: restricted; 2024Q4: 243,841 shares; 2025Q1: 257,000 shares; 2025Q2: 24,310 shares; 2025Q3: 46,645 shares; 2025Q4: 73,806 shares; 2026Q1: 98,326 shares 98,326 $6.65M 0.07% +24,520 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,314 shares; 2025Q1: 9,323 shares; 2025Q2: 9,298 shares; 2025Q3: 7,614 shares; 2025Q4: 8,622 shares; 2026Q1: 8,966 shares 8,966 $6.62M 0.07% +344 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: restricted; 2024Q4: 15,744 shares; 2025Q1: 21,310 shares; 2025Q2: 23,636 shares; 2025Q3: 27,709 shares; 2025Q4: 26,531 shares; 2026Q1: 31,284 shares 31,284 $6.61M 0.07% +4,753 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,557 shares; 2025Q1: 40,221 shares; 2025Q2: 48,634 shares; 2025Q3: 27,033 shares; 2025Q4: 29,876 shares; 2026Q1: 16,898 shares 16,898 $6.56M 0.07% -12,978 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: restricted; 2024Q4: 442,540 shares; 2025Q1: 346,028 shares; 2025Q2: 374,237 shares; 2025Q3: 394,768 shares; 2025Q4: 402,093 shares; 2026Q1: 213,225 shares 213,225 $6.54M 0.07% -188,868 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: restricted; 2024Q4: 76,776 shares; 2025Q1: 69,293 shares; 2025Q2: 49,572 shares; 2025Q3: 51,634 shares; 2025Q4: 50,592 shares; 2026Q1: 53,167 shares 53,167 $6.53M 0.07% +2,575 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: restricted; 2024Q4: 119,522 shares; 2025Q1: 137,006 shares; 2025Q2: 125,291 shares; 2025Q3: 114,993 shares; 2025Q4: 87,599 shares; 2026Q1: 113,219 shares 113,219 $6.53M 0.07% +25,620 Timeline XSOE 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: restricted; 2024Q4: 164,449 shares; 2025Q1: 169,026 shares; 2025Q2: 182,980 shares; 2025Q3: 177,794 shares; 2025Q4: 164,207 shares; 2026Q1: 162,113 shares 162,113 $6.5M 0.07% -2,094 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 138,863 shares 138,863 $6.5M 0.07% new Timeline DON 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: restricted; 2024Q4: 92,658 shares; 2025Q1: 98,189 shares; 2025Q2: 111,333 shares; 2025Q3: 129,588 shares; 2025Q4: 124,781 shares; 2026Q1: 123,521 shares 123,521 $6.49M 0.07% -1,260 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78,762 shares; 2025Q1: 20,376 shares; 2025Q2: 14,419 shares; 2025Q3: 37,661 shares; 2025Q4: 45,956 shares; 2026Q1: 30,197 shares 30,197 $6.45M 0.07% -15,759 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: restricted; 2024Q4: 18,649 shares; 2025Q1: 21,939 shares; 2025Q2: 23,434 shares; 2025Q3: 22,640 shares; 2025Q4: 23,787 shares; 2026Q1: 21,165 shares 21,165 $6.44M 0.07% -2,622 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 164,123 shares; 2025Q1: 188,782 shares; 2025Q2: 184,621 shares; 2025Q3: 171,285 shares; 2025Q4: 150,914 shares; 2026Q1: 120,216 shares 120,216 $6.42M 0.07% -30,698 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: restricted; 2024Q4: 105,065 shares; 2025Q1: 108,428 shares; 2025Q2: 98,980 shares; 2025Q3: 85,810 shares; 2025Q4: 83,223 shares; 2026Q1: 80,893 shares 80,893 $6.4M 0.07% -2,330 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,248 shares; 2025Q1: 77,678 shares; 2025Q2: 83,422 shares; 2025Q3: 82,458 shares; 2025Q4: 74,535 shares; 2026Q1: 123,378 shares 123,378 $6.34M 0.07% +48,843 Timeline VTEI 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: restricted; 2024Q4: 21,633 shares; 2025Q1: 43,921 shares; 2025Q2: 48,483 shares; 2025Q3: 55,857 shares; 2025Q4: 54,042 shares; 2026Q1: 63,287 shares 63,287 $6.32M 0.07% +9,245 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: restricted; 2024Q4: 96,224 shares; 2025Q1: 141,097 shares; 2025Q2: 149,680 shares; 2025Q3: 144,613 shares; 2025Q4: 147,241 shares; 2026Q1: 152,302 shares 152,302 $6.25M 0.07% +5,061 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: restricted; 2024Q4: 59,383 shares; 2025Q1: 76,584 shares; 2025Q2: 145,378 shares; 2025Q3: 159,010 shares; 2025Q4: 163,770 shares; 2026Q1: 75,396 shares 75,396 $6.24M 0.07% -88,374 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: restricted; 2024Q4: 19,183 shares; 2025Q1: 18,626 shares; 2025Q2: 18,584 shares; 2025Q3: 22,021 shares; 2025Q4: 21,813 shares; 2026Q1: 88,606 shares 88,606 $6.23M 0.07% +66,793 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,255 shares; 2025Q1: 30,085 shares; 2025Q2: 95,979 shares; 2025Q3: 89,262 shares; 2025Q4: 78,415 shares; 2026Q1: 92,665 shares 92,665 $6.22M 0.07% +14,250 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: restricted; 2024Q4: 25,212 shares; 2025Q1: 23,244 shares; 2025Q2: 24,995 shares; 2025Q3: 27,919 shares; 2025Q4: 41,364 shares; 2026Q1: 33,372 shares 33,372 $6.15M 0.07% -7,992 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,689 shares; 2025Q1: 123,708 shares; 2025Q2: 111,715 shares; 2025Q3: 108,516 shares; 2025Q4: 76,763 shares; 2026Q1: 51,446 shares 51,446 $6.11M 0.07% -25,317 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: restricted; 2024Q4: 26,543 shares; 2025Q1: 25,642 shares; 2025Q2: 25,852 shares; 2025Q3: 24,365 shares; 2025Q4: 22,492 shares; 2026Q1: 18,494 shares 18,494 $6.08M 0.07% -3,998 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,278 shares; 2025Q1: 8,827 shares; 2025Q2: 9,512 shares; 2025Q3: 8,318 shares; 2025Q4: 14,800 shares; 2026Q1: 17,578 shares 17,578 $6.07M 0.07% +2,778 Timeline FLRN 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: restricted; 2024Q4: not reported; 2025Q1: 8,935 shares; 2025Q2: 10,598 shares; 2025Q3: 13,575 shares; 2025Q4: 136,856 shares; 2026Q1: 195,468 shares 195,468 $6.02M 0.07% +58,612 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,250 shares; 2025Q1: 49,307 shares; 2025Q2: 54,068 shares; 2025Q3: 47,614 shares; 2025Q4: 61,322 shares; 2026Q1: 64,804 shares 64,804 $5.97M 0.07% +3,482 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,330 shares; 2025Q1: 46,767 shares; 2025Q2: 54,315 shares; 2025Q3: 57,091 shares; 2025Q4: 44,147 shares; 2026Q1: 44,670 shares 44,670 $5.94M 0.07% +523 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: restricted; 2024Q4: 20,029 shares; 2025Q1: 47,184 shares; 2025Q2: 48,426 shares; 2025Q3: 49,094 shares; 2025Q4: 56,461 shares; 2026Q1: 55,572 shares 55,572 $5.93M 0.07% -889 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 183,154 shares; 2025Q1: 162,779 shares; 2025Q2: 119,803 shares; 2025Q3: 105,844 shares; 2025Q4: 88,887 shares; 2026Q1: 97,278 shares 97,278 $5.9M 0.07% +8,391 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: restricted; 2024Q4: 56,133 shares; 2025Q1: 42,354 shares; 2025Q2: 42,232 shares; 2025Q3: 46,143 shares; 2025Q4: 47,547 shares; 2026Q1: 42,628 shares 42,628 $5.9M 0.07% -4,919 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 75,360 shares; 2025Q1: 76,376 shares; 2025Q2: 78,021 shares; 2025Q3: 78,796 shares; 2025Q4: 65,153 shares; 2026Q1: 64,426 shares 64,426 $5.86M 0.07% -727 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 156,038 shares; 2025Q1: 181,330 shares; 2025Q2: 183,911 shares; 2025Q3: 168,339 shares; 2025Q4: 152,729 shares; 2026Q1: 159,507 shares 159,507 $5.86M 0.07% +6,778 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: restricted; 2024Q4: 59,151 shares; 2025Q1: 60,661 shares; 2025Q2: 61,350 shares; 2025Q3: 62,861 shares; 2025Q4: 62,293 shares; 2026Q1: 63,078 shares 63,078 $5.85M 0.07% +785 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,347 shares; 2025Q1: 21,787 shares; 2025Q2: 19,709 shares; 2025Q3: 45,688 shares; 2025Q4: 56,057 shares; 2026Q1: 62,680 shares 62,680 $5.85M 0.07% +6,623 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 138,431 shares; 2025Q1: 147,214 shares; 2025Q2: 147,889 shares; 2025Q3: 174,899 shares; 2025Q4: 194,398 shares; 2026Q1: 199,003 shares 199,003 $5.84M 0.07% +4,605 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: restricted; 2024Q4: 38,363 shares; 2025Q1: 30,243 shares; 2025Q2: 30,045 shares; 2025Q3: 30,612 shares; 2025Q4: 27,486 shares; 2026Q1: 21,964 shares 21,964 $5.84M 0.07% -5,522 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,077 shares; 2025Q1: 5,587 shares; 2025Q2: 73,637 shares; 2025Q3: 73,767 shares; 2025Q4: 64,318 shares; 2026Q1: 77,639 shares 77,639 $5.84M 0.07% +13,321 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: restricted; 2024Q4: 35,123 shares; 2025Q1: 27,533 shares; 2025Q2: 26,152 shares; 2025Q3: 27,164 shares; 2025Q4: 23,528 shares; 2026Q1: 18,070 shares 18,070 $5.79M 0.06% -5,458 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: restricted; 2024Q4: 47,967 shares; 2025Q1: 34,283 shares; 2025Q2: 40,621 shares; 2025Q3: 40,346 shares; 2025Q4: 40,295 shares; 2026Q1: 39,948 shares 39,948 $5.79M 0.06% -347 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: restricted; 2024Q4: 133,770 shares; 2025Q1: 130,766 shares; 2025Q2: 136,310 shares; 2025Q3: 141,530 shares; 2025Q4: 151,500 shares; 2026Q1: 125,570 shares 125,570 $5.77M 0.06% -25,930 Timeline IDMO 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,283 shares; 2025Q3: 109,644 shares; 2025Q4: 111,641 shares; 2026Q1: 104,179 shares 104,179 $5.71M 0.06% -7,462 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,107 shares; 2025Q1: 2,892 shares; 2025Q2: 3,118 shares; 2025Q3: 4,418 shares; 2025Q4: 4,585 shares; 2026Q1: 4,139 shares 4,139 $5.71M 0.06% -446 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 119,227 shares 119,227 $5.69M 0.06% new 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: restricted; 2024Q4: 79,996 shares; 2025Q1: 80,771 shares; 2025Q2: 80,478 shares; 2025Q3: 106,086 shares; 2025Q4: 97,556 shares; 2026Q1: 94,048 shares 94,048 $5.68M 0.06% -3,508 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: restricted; 2024Q4: 24,761 shares; 2025Q1: 43,362 shares; 2025Q2: 46,230 shares; 2025Q3: 39,465 shares; 2025Q4: 37,351 shares; 2026Q1: 39,003 shares 39,003 $5.66M 0.06% +1,652 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,924 shares; 2026Q1: 99,386 shares 99,386 $5.66M 0.06% +19,462 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 397,375 shares; 2025Q1: 307,577 shares; 2025Q2: 233,792 shares; 2025Q3: 238,368 shares; 2025Q4: 216,216 shares; 2026Q1: 167,138 shares 167,138 $5.64M 0.06% -49,078 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: restricted; 2024Q4: 2,430 shares; 2025Q1: 2,050 shares; 2025Q2: 9,830 shares; 2025Q3: 9,134 shares; 2025Q4: 10,793 shares; 2026Q1: 10,043 shares 10,043 $5.64M 0.06% -750 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,765 shares; 2025Q1: 42,741 shares; 2025Q2: 45,401 shares; 2025Q3: 46,249 shares; 2025Q4: 47,733 shares; 2026Q1: 97,980 shares 97,980 $5.64M 0.06% +50,247 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,497 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 111,325 shares 111,325 $5.58M 0.06% new 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: restricted; 2024Q4: 82,667 shares; 2025Q1: 88,474 shares; 2025Q2: 102,800 shares; 2025Q3: 108,729 shares; 2025Q4: 109,714 shares; 2026Q1: 102,949 shares 102,949 $5.57M 0.06% -6,765 Timeline USPX 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: restricted; 2024Q4: 263,592 shares; 2025Q1: 280,866 shares; 2025Q2: 32,884 shares; 2025Q3: 42,446 shares; 2025Q4: 71,483 shares; 2026Q1: 97,668 shares 97,668 $5.55M 0.06% +26,185 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,892 shares; 2025Q1: 12,123 shares; 2025Q2: 11,352 shares; 2025Q3: 17,355 shares; 2025Q4: 16,318 shares; 2026Q1: 13,995 shares 13,995 $5.55M 0.06% -2,323 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: restricted; 2024Q4: 61,902 shares; 2025Q1: 68,889 shares; 2025Q2: 73,684 shares; 2025Q3: 83,633 shares; 2025Q4: 81,031 shares; 2026Q1: 76,970 shares 76,970 $5.53M 0.06% -4,061 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: restricted; 2024Q4: 60,312 shares; 2025Q1: 56,092 shares; 2025Q2: 52,871 shares; 2025Q3: 53,111 shares; 2025Q4: 49,323 shares; 2026Q1: 34,421 shares 34,421 $5.52M 0.06% -14,902 Timeline MTGP 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: restricted; 2024Q4: 115,467 shares; 2025Q1: 112,397 shares; 2025Q2: 119,373 shares; 2025Q3: 137,120 shares; 2025Q4: 125,570 shares; 2026Q1: 124,735 shares 124,735 $5.51M 0.06% -835 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 112,466 shares; 2025Q1: 96,299 shares; 2025Q2: 95,162 shares; 2025Q3: 67,619 shares; 2025Q4: 51,524 shares; 2026Q1: 69,346 shares 69,346 $5.5M 0.06% +17,822 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,880 shares; 2025Q1: 59,938 shares; 2025Q2: 63,325 shares; 2025Q3: 62,750 shares; 2025Q4: 60,385 shares; 2026Q1: 58,870 shares 58,870 $5.47M 0.06% -1,515 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 90,817 shares; 2025Q1: 162,397 shares; 2025Q2: 9,436 shares; 2025Q3: 9,625 shares; 2025Q4: 233,606 shares; 2026Q1: 249,774 shares 249,774 $5.47M 0.06% +16,168 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,678 shares 64,678 $5.41M 0.06% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,058 shares; 2025Q1: 28,679 shares; 2025Q2: 22,236 shares; 2025Q3: 19,109 shares; 2025Q4: 22,821 shares; 2026Q1: 23,443 shares 23,443 $5.4M 0.06% +622 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,996 shares; 2026Q1: 170,983 shares 170,983 $5.4M 0.06% +158,987 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 139,002 shares; 2025Q1: 129,874 shares; 2025Q2: 150,267 shares; 2025Q3: 174,794 shares; 2025Q4: 206,386 shares; 2026Q1: 222,710 shares 222,710 $5.39M 0.06% +16,324 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: restricted; 2024Q4: 63,628 shares; 2025Q1: 72,350 shares; 2025Q2: 67,725 shares; 2025Q3: 45,036 shares; 2025Q4: 46,974 shares; 2026Q1: 45,426 shares 45,426 $5.39M 0.06% -1,548 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,075 shares; 2025Q1: 69,171 shares; 2025Q2: 72,249 shares; 2025Q3: 65,265 shares; 2025Q4: 85,949 shares; 2026Q1: 91,598 shares 91,598 $5.38M 0.06% +5,649 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,155 shares 62,155 $5.35M 0.06% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,268 shares; 2025Q1: 71,558 shares; 2025Q2: 81,160 shares; 2025Q3: 76,831 shares; 2025Q4: 79,862 shares; 2026Q1: 63,214 shares 63,214 $5.35M 0.06% -16,648 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,175 shares; 2025Q3: 84,887 shares; 2025Q4: 95,016 shares; 2026Q1: 103,611 shares 103,611 $5.34M 0.06% +8,595 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: restricted; 2024Q4: 137,384 shares; 2025Q1: 148,249 shares; 2025Q2: 115,926 shares; 2025Q3: 90,640 shares; 2025Q4: 80,709 shares; 2026Q1: 94,511 shares 94,511 $5.34M 0.06% +13,802 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,814 shares; 2025Q1: 264,546 shares; 2025Q2: 175,317 shares; 2025Q3: 179,197 shares; 2025Q4: 157,226 shares; 2026Q1: 163,377 shares 163,377 $5.3M 0.06% +6,151 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: restricted; 2024Q4: 29,112 shares; 2025Q1: 33,431 shares; 2025Q2: 33,522 shares; 2025Q3: 33,622 shares; 2025Q4: 34,289 shares; 2026Q1: 36,938 shares 36,938 $5.29M 0.06% +2,649 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: restricted; 2024Q4: 18,505 shares; 2025Q1: 18,917 shares; 2025Q2: 23,554 shares; 2025Q3: 27,529 shares; 2025Q4: 28,791 shares; 2026Q1: 33,240 shares 33,240 $5.23M 0.06% +4,449 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 110,939 shares; 2025Q2: 29,706 shares; 2025Q3: 98,524 shares; 2025Q4: 209,362 shares; 2026Q1: 224,513 shares 224,513 $5.22M 0.06% +15,151 Timeline CORO 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 161,414 shares 161,414 $5.19M 0.06% new 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: restricted; 2024Q4: 14,651 shares; 2025Q1: 15,573 shares; 2025Q2: 19,276 shares; 2025Q3: 18,673 shares; 2025Q4: 17,313 shares; 2026Q1: 17,672 shares 17,672 $5.17M 0.06% +359 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,159 shares; 2025Q3: 51,359 shares; 2025Q4: 47,875 shares; 2026Q1: 47,757 shares 47,757 $5.17M 0.06% -118 Timeline GFEB 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: restricted; 2024Q4: 172,711 shares; 2025Q1: 168,648 shares; 2025Q2: 167,210 shares; 2025Q3: 132,489 shares; 2025Q4: 116,794 shares; 2026Q1: 125,801 shares 125,801 $5.17M 0.06% +9,007 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: restricted; 2024Q4: 65,666 shares; 2025Q1: 92,850 shares; 2025Q2: 97,748 shares; 2025Q3: 85,079 shares; 2025Q4: 85,778 shares; 2026Q1: 62,986 shares 62,986 $5.16M 0.06% -22,792 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,513 shares; 2025Q1: 15,633 shares; 2025Q2: 15,434 shares; 2025Q3: 14,790 shares; 2025Q4: 12,835 shares; 2026Q1: 8,536 shares 8,536 $5.16M 0.06% -4,299 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,246 shares; 2025Q1: 52,644 shares; 2025Q2: 53,103 shares; 2025Q3: 65,018 shares; 2025Q4: 68,812 shares; 2026Q1: 69,592 shares 69,592 $5.14M 0.06% +780 Timeline FESM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 179,995 shares; 2025Q3: 177,460 shares; 2025Q4: 137,783 shares; 2026Q1: 135,162 shares 135,162 $5.14M 0.06% -2,621 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 93,338 shares; 2025Q1: 96,881 shares; 2025Q2: 100,631 shares; 2025Q3: 90,347 shares; 2025Q4: 78,268 shares; 2026Q1: 75,951 shares 75,951 $5.03M 0.06% -2,317 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: restricted; 2024Q4: 47,532 shares; 2025Q1: 43,804 shares; 2025Q2: 70,691 shares; 2025Q3: 55,572 shares; 2025Q4: 47,677 shares; 2026Q1: 39,357 shares 39,357 $4.97M 0.06% -8,320 Timeline ACWX 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: restricted; 2024Q4: 59,813 shares; 2025Q1: 43,694 shares; 2025Q2: 46,759 shares; 2025Q3: 66,846 shares; 2025Q4: 81,011 shares; 2026Q1: 72,585 shares 72,585 $4.97M 0.06% -8,426 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: restricted; 2024Q4: 84,467 shares; 2025Q1: 63,673 shares; 2025Q2: 67,734 shares; 2025Q3: 67,665 shares; 2025Q4: 71,268 shares; 2026Q1: 61,912 shares 61,912 $4.92M 0.06% -9,356 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95,540 shares; 2025Q3: 161,348 shares; 2025Q4: 163,494 shares; 2026Q1: 170,274 shares 170,274 $4.91M 0.05% +6,780 Timeline IMTM 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: restricted; 2024Q4: 77,591 shares; 2025Q1: 100,869 shares; 2025Q2: 102,057 shares; 2025Q3: 106,076 shares; 2025Q4: 111,228 shares; 2026Q1: 102,272 shares 102,272 $4.91M 0.05% -8,956 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: restricted; 2024Q4: 18,866 shares; 2025Q1: 17,761 shares; 2025Q2: 18,486 shares; 2025Q3: 18,050 shares; 2025Q4: 15,935 shares; 2026Q1: 18,374 shares 18,374 $4.9M 0.05% +2,439 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,975 shares; 2025Q1: 82,613 shares; 2025Q2: 94,490 shares; 2025Q3: 86,138 shares; 2025Q4: 88,205 shares; 2026Q1: 110,275 shares 110,275 $4.87M 0.05% +22,070 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: restricted; 2024Q4: 40,549 shares; 2025Q1: 42,169 shares; 2025Q2: 43,920 shares; 2025Q3: 44,362 shares; 2025Q4: 48,678 shares; 2026Q1: 86,258 shares 86,258 $4.86M 0.05% +37,580 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,182 shares; 2025Q1: 2,313 shares; 2025Q2: 2,188 shares; 2025Q3: 1,849 shares; 2025Q4: 1,830 shares; 2026Q1: 1,437 shares 1,437 $4.85M 0.05% -393 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: restricted; 2024Q4: 46,038 shares; 2025Q1: 38,065 shares; 2025Q2: 36,212 shares; 2025Q3: 37,135 shares; 2025Q4: 26,140 shares; 2026Q1: 33,525 shares 33,525 $4.85M 0.05% +7,385 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: restricted; 2024Q4: 11,721 shares; 2025Q1: 8,249 shares; 2025Q2: 8,470 shares; 2025Q3: 7,593 shares; 2025Q4: 7,316 shares; 2026Q1: 8,231 shares 8,231 $4.85M 0.05% +915 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,142 shares; 2025Q1: 28,279 shares; 2025Q2: 52,238 shares; 2025Q3: 78,104 shares; 2025Q4: 77,149 shares; 2026Q1: 95,545 shares 95,545 $4.84M 0.05% +18,396 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,354 shares; 2025Q1: 43,747 shares; 2025Q2: 17,448 shares; 2025Q3: 9,294 shares; 2025Q4: 44,091 shares; 2026Q1: 43,684 shares 43,684 $4.84M 0.05% -407 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,943 shares; 2025Q1: 30,198 shares; 2025Q2: 16,667 shares; 2025Q3: 15,473 shares; 2025Q4: 35,409 shares; 2026Q1: 29,224 shares 29,224 $4.8M 0.05% -6,185 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 38,445 shares; 2025Q2: 46,296 shares; 2025Q3: 32,102 shares; 2025Q4: 40,357 shares; 2026Q1: 39,570 shares 39,570 $4.8M 0.05% -787 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: restricted; 2024Q4: 370,254 shares; 2025Q1: 262,716 shares; 2025Q2: 265,383 shares; 2025Q3: 238,292 shares; 2025Q4: 241,282 shares; 2026Q1: 231,550 shares 231,550 $4.79M 0.05% -9,732 Timeline XSMO 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: restricted; 2024Q4: 17,850 shares; 2025Q1: 42,724 shares; 2025Q2: 51,651 shares; 2025Q3: 72,996 shares; 2025Q4: 75,409 shares; 2026Q1: 62,818 shares 62,818 $4.78M 0.05% -12,591 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: restricted; 2024Q4: 35,191 shares; 2025Q1: 45,934 shares; 2025Q2: 41,289 shares; 2025Q3: 33,342 shares; 2025Q4: 39,552 shares; 2026Q1: 38,050 shares 38,050 $4.77M 0.05% -1,502 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 279,896 shares; 2025Q1: 280,581 shares; 2025Q2: 165,953 shares; 2025Q3: 181,743 shares; 2025Q4: 170,020 shares; 2026Q1: 184,774 shares 184,774 $4.74M 0.05% +14,754 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: restricted; 2024Q4: 16,777 shares; 2025Q1: 27,789 shares; 2025Q2: 23,369 shares; 2025Q3: 25,437 shares; 2025Q4: 28,759 shares; 2026Q1: 32,042 shares 32,042 $4.68M 0.05% +3,283 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: restricted; 2024Q4: 424,335 shares; 2025Q1: 414,465 shares; 2025Q2: 97,093 shares; 2025Q3: 174,200 shares; 2025Q4: 188,698 shares; 2026Q1: 217,285 shares 217,285 $4.67M 0.05% +28,587 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: restricted; 2024Q4: 4,700 shares; 2025Q1: 4,641 shares; 2025Q2: 61,797 shares; 2025Q3: 53,788 shares; 2025Q4: 52,382 shares; 2026Q1: 50,581 shares 50,581 $4.67M 0.05% -1,801 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: restricted; 2024Q4: 60,303 shares; 2025Q1: 49,673 shares; 2025Q2: 37,374 shares; 2025Q3: 37,017 shares; 2025Q4: 34,998 shares; 2026Q1: 34,009 shares 34,009 $4.67M 0.05% -989 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,650 shares; 2025Q1: 18,443 shares; 2025Q2: 17,821 shares; 2025Q3: 17,729 shares; 2025Q4: 15,539 shares; 2026Q1: 17,713 shares 17,713 $4.61M 0.05% +2,174 Timeline LST 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 113,760 shares 113,760 $4.6M 0.05% new 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: restricted; 2024Q4: 356,884 shares; 2025Q1: 376,808 shares; 2025Q2: 399,549 shares; 2025Q3: 338,137 shares; 2025Q4: 178,136 shares; 2026Q1: 179,312 shares 179,312 $4.6M 0.05% +1,176 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 119,923 shares; 2025Q1: 98,472 shares; 2025Q2: 130,668 shares; 2025Q3: 128,458 shares; 2025Q4: 134,400 shares; 2026Q1: 172,789 shares 172,789 $4.58M 0.05% +38,389 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 88,624 shares; 2025Q1: 63,536 shares; 2025Q2: 60,039 shares; 2025Q3: 57,855 shares; 2025Q4: 56,623 shares; 2026Q1: 54,620 shares 54,620 $4.57M 0.05% -2,003 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,064 shares; 2025Q1: 3,533 shares; 2025Q2: 4,051 shares; 2025Q3: 4,903 shares; 2025Q4: 6,996 shares; 2026Q1: 8,698 shares 8,698 $4.55M 0.05% +1,702 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: restricted; 2024Q4: 32,682 shares; 2025Q1: 26,369 shares; 2025Q2: 50,449 shares; 2025Q3: 47,881 shares; 2025Q4: 61,823 shares; 2026Q1: 53,418 shares 53,418 $4.53M 0.05% -8,405 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,259 shares; 2025Q1: 12,143 shares; 2025Q2: 86,403 shares; 2025Q3: 89,602 shares; 2025Q4: 124,223 shares; 2026Q1: 127,969 shares 127,969 $4.52M 0.05% +3,746 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,521 shares; 2025Q1: 50,372 shares; 2025Q2: 48,334 shares; 2025Q3: 41,877 shares; 2025Q4: 40,952 shares; 2026Q1: 123,190 shares 123,190 $4.52M 0.05% +82,238 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,375 shares; 2025Q1: 29,211 shares; 2025Q2: 26,731 shares; 2025Q3: 26,647 shares; 2025Q4: 23,283 shares; 2026Q1: 22,641 shares 22,641 $4.49M 0.05% -642 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 339,080 shares; 2025Q1: 324,137 shares; 2025Q2: 269,834 shares; 2025Q3: 249,581 shares; 2025Q4: 268,240 shares; 2026Q1: 263,125 shares 263,125 $4.47M 0.05% -5,115 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: restricted; 2024Q4: 5,684 shares; 2025Q1: 7,431 shares; 2025Q2: 7,886 shares; 2025Q3: 17,791 shares; 2025Q4: 15,247 shares; 2026Q1: 11,753 shares 11,753 $4.47M 0.05% -3,494 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: restricted; 2024Q4: 107,746 shares; 2025Q1: 131,735 shares; 2025Q2: 155,504 shares; 2025Q3: 140,741 shares; 2025Q4: 136,863 shares; 2026Q1: 169,189 shares 169,189 $4.45M 0.05% +32,326 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,541 shares; 2025Q4: 31,233 shares; 2026Q1: 65,219 shares 65,219 $4.44M 0.05% +33,986 Timeline BLES NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 88,455 shares; 2025Q1: 86,288 shares; 2025Q2: 96,631 shares; 2025Q3: 98,518 shares; 2025Q4: 103,378 shares; 2026Q1: 98,221 shares 98,221 $4.36M 0.05% -5,157 Timeline VCLT 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: restricted; 2024Q4: 27,105 shares; 2025Q1: 33,979 shares; 2025Q2: 37,805 shares; 2025Q3: 56,072 shares; 2025Q4: 58,146 shares; 2026Q1: 58,285 shares 58,285 $4.36M 0.05% +139 Timeline LMUB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 87,141 shares 87,141 $4.35M 0.05% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 79,264 shares; 2025Q2: 59,898 shares; 2025Q3: 47,155 shares; 2025Q4: 47,117 shares; 2026Q1: 46,881 shares 46,881 $4.35M 0.05% -236 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,786 shares; 2025Q1: 21,497 shares; 2025Q2: 24,391 shares; 2025Q3: 25,675 shares; 2025Q4: 131,754 shares; 2026Q1: 166,393 shares 166,393 $4.35M 0.05% +34,639 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,794 shares; 2025Q1: 19,999 shares; 2025Q2: 20,110 shares; 2025Q3: 17,362 shares; 2025Q4: 16,307 shares; 2026Q1: 14,360 shares 14,360 $4.32M 0.05% -1,947 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,210 shares; 2025Q1: 9,185 shares; 2025Q2: 11,636 shares; 2025Q3: 10,814 shares; 2025Q4: 10,711 shares; 2026Q1: 11,708 shares 11,708 $4.3M 0.05% +997 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,067 shares; 2025Q1: 69,821 shares; 2025Q2: 72,768 shares; 2025Q3: 72,421 shares; 2025Q4: 67,721 shares; 2026Q1: 81,397 shares 81,397 $4.3M 0.05% +13,676 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: restricted; 2024Q4: 45,087 shares; 2025Q1: 47,502 shares; 2025Q2: 70,491 shares; 2025Q3: 62,509 shares; 2025Q4: 67,742 shares; 2026Q1: 69,282 shares 69,282 $4.28M 0.05% +1,540 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,550 shares; 2025Q1: 9,449 shares; 2025Q2: 9,939 shares; 2025Q3: 7,891 shares; 2025Q4: 7,475 shares; 2026Q1: 8,802 shares 8,802 $4.27M 0.05% +1,327 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,144 shares; 2025Q1: 19,855 shares; 2025Q2: 19,673 shares; 2025Q3: 18,375 shares; 2025Q4: 19,256 shares; 2026Q1: 14,617 shares 14,617 $4.26M 0.05% -4,639 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: restricted; 2024Q4: 5,383 shares; 2025Q1: 14,109 shares; 2025Q2: 17,369 shares; 2025Q3: 16,241 shares; 2025Q4: 13,981 shares; 2026Q1: 13,185 shares 13,185 $4.26M 0.05% -796 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: restricted; 2024Q4: 47,738 shares; 2025Q1: 40,310 shares; 2025Q2: 47,587 shares; 2025Q3: 30,268 shares; 2025Q4: 25,225 shares; 2026Q1: 17,438 shares 17,438 $4.24M 0.05% -7,787 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: restricted; 2024Q4: 165,286 shares; 2025Q1: 140,350 shares; 2025Q2: 128,777 shares; 2025Q3: 117,468 shares; 2025Q4: 91,595 shares; 2026Q1: 89,877 shares 89,877 $4.23M 0.05% -1,718 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 41,572 shares; 2025Q1: 39,299 shares; 2025Q2: 26,234 shares; 2025Q3: 23,026 shares; 2025Q4: 27,767 shares; 2026Q1: 21,952 shares 21,952 $4.21M 0.05% -5,815 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: restricted; 2024Q4: 19,705 shares; 2025Q1: 19,436 shares; 2025Q2: 28,748 shares; 2025Q3: 28,851 shares; 2025Q4: 27,480 shares; 2026Q1: 24,659 shares 24,659 $4.21M 0.05% -2,821 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,937 shares; 2025Q1: 26,900 shares; 2025Q2: 27,349 shares; 2025Q3: 27,357 shares; 2025Q4: 26,824 shares; 2026Q1: 26,914 shares 26,914 $4.18M 0.05% +90 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: restricted; 2024Q4: 4,160 shares; 2025Q1: not reported; 2025Q2: 4,464 shares; 2025Q3: 8,947 shares; 2025Q4: 12,628 shares; 2026Q1: 15,387 shares 15,387 $4.16M 0.05% +2,759 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 83,497 shares; 2025Q1: 151,738 shares; 2025Q2: 159,901 shares; 2025Q3: 209,678 shares; 2025Q4: 239,803 shares; 2026Q1: 248,943 shares 248,943 $4.16M 0.05% +9,140 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73,187 shares; 2025Q1: 133,575 shares; 2025Q2: 133,145 shares; 2025Q3: 157,923 shares; 2025Q4: 185,076 shares; 2026Q1: 203,758 shares 203,758 $4.16M 0.05% +18,682 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,677 shares; 2025Q1: 13,870 shares; 2025Q2: 14,831 shares; 2025Q3: 13,226 shares; 2025Q4: 10,971 shares; 2026Q1: 7,708 shares 7,708 $4.15M 0.05% -3,263 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,169 shares; 2025Q1: 12,729 shares; 2025Q2: 12,894 shares; 2025Q3: 11,235 shares; 2025Q4: 15,657 shares; 2026Q1: 15,216 shares 15,216 $4.14M 0.05% -441 Timeline BILS 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: restricted; 2024Q4: 4,859 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,423 shares; 2025Q4: 26,897 shares; 2026Q1: 41,615 shares 41,615 $4.14M 0.05% +14,718 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,776 shares; 2025Q1: 76,120 shares; 2025Q2: 72,317 shares; 2025Q3: 68,048 shares; 2025Q4: 55,215 shares; 2026Q1: 63,636 shares 63,636 $4.14M 0.05% +8,421 Timeline BUFD 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,280 shares; 2025Q3: 121,691 shares; 2025Q4: 152,888 shares; 2026Q1: 147,234 shares 147,234 $4.12M 0.05% -5,654 Timeline EMXC 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: restricted; 2024Q4: 368,632 shares; 2025Q1: 293,887 shares; 2025Q2: 64,929 shares; 2025Q3: 23,441 shares; 2025Q4: 23,209 shares; 2026Q1: 52,408 shares 52,408 $4.12M 0.05% +29,199 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 113,356 shares; 2025Q1: 171,186 shares; 2025Q2: 177,031 shares; 2025Q3: 186,434 shares; 2025Q4: 214,581 shares; 2026Q1: 219,548 shares 219,548 $4.1M 0.05% +4,967 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: restricted; 2024Q4: 103,781 shares; 2025Q1: 21,987 shares; 2025Q2: 18,877 shares; 2025Q3: 25,870 shares; 2025Q4: 25,093 shares; 2026Q1: 130,724 shares 130,724 $4.05M 0.05% +105,631 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: restricted; 2024Q4: 14,972 shares; 2025Q1: 8,814 shares; 2025Q2: 11,142 shares; 2025Q3: 15,401 shares; 2025Q4: 15,165 shares; 2026Q1: 17,329 shares 17,329 $4.04M 0.05% +2,164 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,280 shares; 2025Q1: 90,251 shares; 2025Q2: 90,016 shares; 2025Q3: 93,422 shares; 2025Q4: 101,636 shares; 2026Q1: 103,789 shares 103,789 $3.96M 0.04% +2,153 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,700 shares; 2025Q3: 52,630 shares; 2025Q4: 55,117 shares; 2026Q1: 54,417 shares 54,417 $3.96M 0.04% -700 Timeline FDD 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: restricted; 2024Q4: 11,667 shares; 2025Q1: 10,356 shares; 2025Q2: 414,962 shares; 2025Q3: 434,604 shares; 2025Q4: 444,559 shares; 2026Q1: 222,095 shares 222,095 $3.96M 0.04% -222,464 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,529 shares; 2025Q1: 44,547 shares; 2025Q2: 41,688 shares; 2025Q3: 77,476 shares; 2025Q4: 74,660 shares; 2026Q1: 62,651 shares 62,651 $3.93M 0.04% -12,009 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,051 shares; 2025Q1: 25,196 shares; 2025Q2: 24,576 shares; 2025Q3: 22,835 shares; 2025Q4: 21,658 shares; 2026Q1: 20,977 shares 20,977 $3.91M 0.04% -681 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,797 shares; 2025Q1: 29,056 shares; 2025Q2: 27,363 shares; 2025Q3: 29,650 shares; 2025Q4: 27,548 shares; 2026Q1: 28,870 shares 28,870 $3.91M 0.04% +1,322 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 68,059 shares; 2025Q1: 55,535 shares; 2025Q2: 51,412 shares; 2025Q3: 36,265 shares; 2025Q4: 46,434 shares; 2026Q1: 39,584 shares 39,584 $3.89M 0.04% -6,850 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,152 shares; 2025Q1: 146,963 shares; 2025Q2: 145,721 shares; 2025Q3: 155,207 shares; 2025Q4: 181,471 shares; 2026Q1: 198,321 shares 198,321 $3.89M 0.04% +16,850 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,075 shares; 2025Q1: 11,842 shares; 2025Q2: 11,872 shares; 2025Q3: 11,962 shares; 2025Q4: 8,475 shares; 2026Q1: 8,895 shares 8,895 $3.88M 0.04% +420 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: restricted; 2024Q4: 42,264 shares; 2025Q1: 44,207 shares; 2025Q2: 43,027 shares; 2025Q3: 40,879 shares; 2025Q4: 40,316 shares; 2026Q1: 41,398 shares 41,398 $3.88M 0.04% +1,082 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,600 shares; 2025Q1: 5,381 shares; 2025Q2: 4,963 shares; 2025Q3: 3,916 shares; 2025Q4: 3,723 shares; 2026Q1: 3,554 shares 3,554 $3.88M 0.04% -169 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,962 shares; 2025Q1: 26,462 shares; 2025Q2: 35,649 shares; 2025Q3: 26,268 shares; 2025Q4: 30,597 shares; 2026Q1: 24,435 shares 24,435 $3.86M 0.04% -6,162 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,082 shares; 2025Q3: 61,272 shares; 2025Q4: 79,656 shares; 2026Q1: 82,598 shares 82,598 $3.86M 0.04% +2,942 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95,434 shares; 2025Q3: 101,074 shares; 2025Q4: 97,692 shares; 2026Q1: 85,255 shares 85,255 $3.84M 0.04% -12,437 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: restricted; 2024Q4: 24,380 shares; 2025Q1: 27,284 shares; 2025Q2: 34,379 shares; 2025Q3: 24,055 shares; 2025Q4: 21,990 shares; 2026Q1: 17,780 shares 17,780 $3.84M 0.04% -4,210 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,048 shares; 2025Q1: 4,661 shares; 2025Q2: 4,708 shares; 2025Q3: 4,855 shares; 2025Q4: 4,891 shares; 2026Q1: 5,267 shares 5,267 $3.84M 0.04% +376 Timeline EELV 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: restricted; 2024Q4: not reported; 2025Q1: 26,784 shares; 2025Q2: 27,624 shares; 2025Q3: 95,059 shares; 2025Q4: 110,684 shares; 2026Q1: 136,494 shares 136,494 $3.83M 0.04% +25,810 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,421 shares; 2025Q1: 43,682 shares; 2025Q2: 41,047 shares; 2025Q3: 33,558 shares; 2025Q4: 51,373 shares; 2026Q1: 55,378 shares 55,378 $3.83M 0.04% +4,005 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,475 shares; 2025Q1: 18,977 shares; 2025Q2: 21,266 shares; 2025Q3: 18,555 shares; 2025Q4: 17,600 shares; 2026Q1: 13,197 shares 13,197 $3.79M 0.04% -4,403 Timeline USMF 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: restricted; 2024Q4: 86,654 shares; 2025Q1: 89,175 shares; 2025Q2: 110,206 shares; 2025Q3: 82,601 shares; 2025Q4: 76,678 shares; 2026Q1: 76,698 shares 76,698 $3.79M 0.04% +20 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,325 shares; 2025Q1: 10,654 shares; 2025Q2: 15,091 shares; 2025Q3: 7,650 shares; 2025Q4: 6,104 shares; 2026Q1: 15,055 shares 15,055 $3.77M 0.04% +8,951 Timeline OAEM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,052,043 shares; 2025Q1: 227,293 shares; 2025Q2: 248,418 shares; 2025Q3: 222,992 shares; 2025Q4: 99,279 shares; 2026Q1: 93,449 shares 93,449 $3.77M 0.04% -5,830 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 160,775 shares; 2025Q1: 102,958 shares; 2025Q2: 177,123 shares; 2025Q3: 109,398 shares; 2025Q4: 83,286 shares; 2026Q1: 66,372 shares 66,372 $3.76M 0.04% -16,914 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,801 shares; 2025Q1: 12,086 shares; 2025Q2: 16,065 shares; 2025Q3: 17,047 shares; 2025Q4: 17,338 shares; 2026Q1: 18,014 shares 18,014 $3.75M 0.04% +676 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: restricted; 2024Q4: 36,542 shares; 2025Q1: 25,297 shares; 2025Q2: 24,521 shares; 2025Q3: 21,774 shares; 2025Q4: 23,094 shares; 2026Q1: 20,196 shares 20,196 $3.73M 0.04% -2,898 Timeline IGF 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: restricted; 2024Q4: 5,490 shares; 2025Q1: 5,752 shares; 2025Q2: 49,240 shares; 2025Q3: 57,150 shares; 2025Q4: 63,904 shares; 2026Q1: 55,661 shares 55,661 $3.73M 0.04% -8,243 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89,611 shares; 2025Q1: 126,959 shares; 2025Q2: 127,903 shares; 2025Q3: 112,021 shares; 2025Q4: 108,440 shares; 2026Q1: 104,855 shares 104,855 $3.72M 0.04% -3,585 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80,566 shares; 2025Q1: 135,805 shares; 2025Q2: 134,922 shares; 2025Q3: 143,280 shares; 2025Q4: 174,239 shares; 2026Q1: 190,086 shares 190,086 $3.71M 0.04% +15,847 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,960 shares; 2025Q1: 10,966 shares; 2025Q2: 9,663 shares; 2025Q3: 9,082 shares; 2025Q4: 9,324 shares; 2026Q1: 8,329 shares 8,329 $3.7M 0.04% -995 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: restricted; 2024Q4: 30,593 shares; 2025Q1: 25,100 shares; 2025Q2: 25,401 shares; 2025Q3: 21,512 shares; 2025Q4: 17,874 shares; 2026Q1: 17,029 shares 17,029 $3.69M 0.04% -845 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,677 shares; 2025Q1: 15,297 shares; 2025Q2: 17,310 shares; 2025Q3: 16,068 shares; 2025Q4: 13,173 shares; 2026Q1: 13,846 shares 13,846 $3.68M 0.04% +673 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: restricted; 2024Q4: 79,025 shares; 2025Q1: 81,020 shares; 2025Q2: 57,206 shares; 2025Q3: 73,109 shares; 2025Q4: 79,779 shares; 2026Q1: 76,220 shares 76,220 $3.68M 0.04% -3,559 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 180,842 shares; 2025Q1: 120,137 shares; 2025Q2: 115,102 shares; 2025Q3: 112,463 shares; 2025Q4: 119,401 shares; 2026Q1: 121,103 shares 121,103 $3.65M 0.04% +1,702 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: restricted; 2024Q4: 45,135 shares; 2025Q1: 46,842 shares; 2025Q2: 38,454 shares; 2025Q3: 34,238 shares; 2025Q4: 31,662 shares; 2026Q1: 20,288 shares 20,288 $3.65M 0.04% -11,374 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: restricted; 2024Q4: 34,271 shares; 2025Q1: 30,799 shares; 2025Q2: 29,365 shares; 2025Q3: 30,306 shares; 2025Q4: 22,538 shares; 2026Q1: 21,248 shares 21,248 $3.64M 0.04% -1,290 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,816 shares; 2025Q1: 24,100 shares; 2025Q2: 26,775 shares; 2025Q3: 26,127 shares; 2025Q4: 24,069 shares; 2026Q1: 12,799 shares 12,799 $3.63M 0.04% -11,270 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,094 shares 45,094 $3.61M 0.04% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,705 shares; 2025Q1: 44,108 shares; 2025Q2: 39,399 shares; 2025Q3: 28,446 shares; 2025Q4: 27,374 shares; 2026Q1: 27,521 shares 27,521 $3.6M 0.04% +147 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $3.59M 0.04% 0 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: restricted; 2024Q4: 7,941 shares; 2025Q1: 6,674 shares; 2025Q2: 6,719 shares; 2025Q3: 8,003 shares; 2025Q4: 12,334 shares; 2026Q1: 13,182 shares 13,182 $3.59M 0.04% +848 Timeline SOXX 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: restricted; 2024Q4: 2,968 shares; 2025Q1: 2,294 shares; 2025Q2: 13,448 shares; 2025Q3: 12,919 shares; 2025Q4: 11,567 shares; 2026Q1: 10,897 shares 10,897 $3.58M 0.04% -670 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,232 shares; 2025Q1: 9,591 shares; 2025Q2: 16,810 shares; 2025Q3: 21,413 shares; 2025Q4: 20,385 shares; 2026Q1: 21,845 shares 21,845 $3.57M 0.04% +1,460 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,469 shares; 2025Q3: 74,493 shares; 2025Q4: 66,972 shares; 2026Q1: 66,022 shares 66,022 $3.55M 0.04% -950 Timeline FEM 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: restricted; 2024Q4: 69,792 shares; 2025Q1: 72,739 shares; 2025Q2: 92,004 shares; 2025Q3: 108,529 shares; 2025Q4: 99,648 shares; 2026Q1: 118,473 shares 118,473 $3.55M 0.04% +18,825 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: restricted; 2024Q4: 3,355 shares; 2025Q1: 7,754 shares; 2025Q2: 10,487 shares; 2025Q3: 14,288 shares; 2025Q4: 17,741 shares; 2026Q1: 21,355 shares 21,355 $3.55M 0.04% +3,614 Timeline IYJ 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: restricted; 2024Q4: 13,422 shares; 2025Q1: 17,950 shares; 2025Q2: 20,479 shares; 2025Q3: 22,246 shares; 2025Q4: 19,834 shares; 2026Q1: 24,020 shares 24,020 $3.54M 0.04% +4,186 Timeline SHLD 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: restricted; 2024Q4: not reported; 2025Q1: 8,195 shares; 2025Q2: 15,123 shares; 2025Q3: 26,604 shares; 2025Q4: 20,043 shares; 2026Q1: 49,924 shares 49,924 $3.54M 0.04% +29,881 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 359,787 shares; 2025Q1: 325,640 shares; 2025Q2: 139,033 shares; 2025Q3: 73,015 shares; 2025Q4: 60,861 shares; 2026Q1: 56,349 shares 56,349 $3.53M 0.04% -4,512 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,499 shares; 2025Q1: 35,333 shares; 2025Q2: 39,605 shares; 2025Q3: 45,797 shares; 2025Q4: 32,400 shares; 2026Q1: 35,503 shares 35,503 $3.52M 0.04% +3,103 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,463 shares; 2025Q1: 28,664 shares; 2025Q2: 33,751 shares; 2025Q3: 36,662 shares; 2025Q4: 36,667 shares; 2026Q1: 35,962 shares 35,962 $3.51M 0.04% -705 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: restricted; 2024Q4: 17,018 shares; 2025Q1: 18,516 shares; 2025Q2: 26,467 shares; 2025Q3: 42,120 shares; 2025Q4: 46,591 shares; 2026Q1: 46,541 shares 46,541 $3.5M 0.04% -50 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 76,920 shares; 2025Q1: 82,110 shares; 2025Q2: 72,909 shares; 2025Q3: 74,942 shares; 2025Q4: 58,954 shares; 2026Q1: 53,437 shares 53,437 $3.5M 0.04% -5,517 Timeline BUFX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 130,624 shares; 2025Q4: 171,055 shares; 2026Q1: 164,566 shares 164,566 $3.47M 0.04% -6,489 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: restricted; 2024Q4: 38,712 shares; 2025Q1: 40,292 shares; 2025Q2: 42,769 shares; 2025Q3: 41,983 shares; 2025Q4: 41,042 shares; 2026Q1: 37,581 shares 37,581 $3.47M 0.04% -3,461 Timeline MGC 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: restricted; 2024Q4: 15,365 shares; 2025Q1: 15,300 shares; 2025Q2: 15,521 shares; 2025Q3: 11,596 shares; 2025Q4: 11,495 shares; 2026Q1: 14,663 shares 14,663 $3.47M 0.04% +3,168 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: restricted; 2024Q4: 13,297 shares; 2025Q1: 15,863 shares; 2025Q2: 14,294 shares; 2025Q3: 19,269 shares; 2025Q4: 19,700 shares; 2026Q1: 12,410 shares 12,410 $3.45M 0.04% -7,290 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,940 shares; 2025Q1: 56,299 shares; 2025Q2: 60,469 shares; 2025Q3: 72,306 shares; 2025Q4: 83,218 shares; 2026Q1: 81,847 shares 81,847 $3.43M 0.04% -1,371 Timeline VAW 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: restricted; 2024Q4: 11,367 shares; 2025Q1: 11,798 shares; 2025Q2: 10,707 shares; 2025Q3: 16,636 shares; 2025Q4: 15,718 shares; 2026Q1: 15,098 shares 15,098 $3.4M 0.04% -620 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: restricted; 2024Q4: 50,952 shares; 2025Q1: 48,813 shares; 2025Q2: 29,691 shares; 2025Q3: 24,674 shares; 2025Q4: 25,516 shares; 2026Q1: 38,283 shares 38,283 $3.4M 0.04% +12,767 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85,221 shares 85,221 $3.39M 0.04% new Timeline VIS 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: restricted; 2024Q4: 14,245 shares; 2025Q1: 15,003 shares; 2025Q2: 13,336 shares; 2025Q3: 12,150 shares; 2025Q4: 11,162 shares; 2026Q1: 10,803 shares 10,803 $3.37M 0.04% -359 Timeline IQDG 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: restricted; 2024Q4: 95,597 shares; 2025Q1: 74,833 shares; 2025Q2: 75,947 shares; 2025Q3: 87,276 shares; 2025Q4: 89,999 shares; 2026Q1: 83,972 shares 83,972 $3.37M 0.04% -6,027 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,507 shares; 2025Q1: 11,833 shares; 2025Q2: 9,833 shares; 2025Q3: 10,007 shares; 2025Q4: 10,652 shares; 2026Q1: 8,456 shares 8,456 $3.37M 0.04% -2,196 Timeline