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: 9,442,439 shares; 2024Q4: 9,557,076 shares; 2025Q1: 9,602,539 shares; 2025Q2: 9,620,363 shares; 2025Q3: 9,742,126 shares; 2025Q4: 9,875,218 shares; 2026Q1: 10,001,362 shares 10,001,362 $2.54B 3.97% +126,144 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: 5,388,696 shares; 2024Q4: 5,420,868 shares; 2025Q1: 5,475,965 shares; 2025Q2: 5,488,964 shares; 2025Q3: 5,572,019 shares; 2025Q4: 5,653,730 shares; 2026Q1: 5,782,718 shares 5,782,718 $2.14B 3.34% +128,988 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: 5,864,943 shares; 2024Q4: 5,966,701 shares; 2025Q1: 6,106,370 shares; 2025Q2: 6,257,540 shares; 2025Q3: 6,433,054 shares; 2025Q4: 6,576,161 shares; 2026Q1: 6,687,348 shares 6,687,348 $1.97B 3.07% +111,187 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: 6,097,456 shares; 2024Q4: 6,206,393 shares; 2025Q1: 6,407,770 shares; 2025Q2: 6,571,131 shares; 2025Q3: 6,695,667 shares; 2025Q4: 6,691,286 shares; 2026Q1: 6,757,501 shares 6,757,501 $1.94B 3.03% +66,215 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: 16,518,444 shares; 2024Q4: 17,288,021 shares; 2025Q1: 17,409,909 shares; 2025Q2: 17,199,318 shares; 2025Q3: 18,502,945 shares; 2025Q4: 20,114,092 shares; 2026Q1: 21,484,114 shares 21,484,114 $1.38B 2.15% +1,370,022 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: 4,439,383 shares; 2024Q4: 4,599,543 shares; 2025Q1: 4,681,498 shares; 2025Q2: 5,275,282 shares; 2025Q3: 5,618,785 shares; 2025Q4: 5,848,639 shares; 2026Q1: 6,026,778 shares 6,026,778 $1.29B 2.01% +178,139 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: 2,358,134 shares; 2024Q4: 2,434,429 shares; 2025Q1: 2,444,997 shares; 2025Q2: 2,436,202 shares; 2025Q3: 2,506,270 shares; 2025Q4: 2,599,722 shares; 2026Q1: 2,666,968 shares 2,666,968 $1.28B 2% +67,246 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: 1,478,442 shares; 2024Q4: 1,556,643 shares; 2025Q1: 1,684,673 shares; 2025Q2: 1,556,103 shares; 2025Q3: 1,651,282 shares; 2025Q4: 1,589,931 shares; 2026Q1: 1,373,039 shares 1,373,039 $1.2B 1.87% -216,892 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: 2,362,045 shares; 2024Q4: 2,354,697 shares; 2025Q1: 2,357,714 shares; 2025Q2: 2,729,778 shares; 2025Q3: 2,761,205 shares; 2025Q4: 2,717,137 shares; 2026Q1: 2,806,999 shares 2,806,999 $1.2B 1.87% +89,862 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: 2,463,640 shares; 2024Q4: 2,582,158 shares; 2025Q1: 2,593,694 shares; 2025Q2: 4,043,391 shares; 2025Q3: 4,156,679 shares; 2025Q4: 4,290,765 shares; 2026Q1: 5,461,894 shares 5,461,894 $1.14B 1.78% +1,171,129 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: 4,103,841 shares; 2024Q4: 3,930,324 shares; 2025Q1: 4,094,430 shares; 2025Q2: 4,161,588 shares; 2025Q3: 4,276,766 shares; 2025Q4: 4,370,180 shares; 2026Q1: 4,524,578 shares 4,524,578 $1.11B 1.73% +154,398 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: 2,849,051 shares; 2024Q4: 3,042,562 shares; 2025Q1: 3,019,606 shares; 2025Q2: 3,200,483 shares; 2025Q3: 3,409,386 shares; 2025Q4: 3,564,193 shares; 2026Q1: 3,480,286 shares 3,480,286 $988M 1.54% -83,907 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: 2,463,013 shares; 2024Q4: 2,522,226 shares; 2025Q1: 2,600,482 shares; 2025Q2: 2,683,753 shares; 2025Q3: 2,769,424 shares; 2025Q4: 2,808,649 shares; 2026Q1: 2,915,642 shares 2,915,642 $959M 1.5% +106,993 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: 1,032,190 shares; 2024Q4: 1,296,348 shares; 2025Q1: 1,399,983 shares; 2025Q2: 1,526,570 shares; 2025Q3: 1,572,167 shares; 2025Q4: 1,597,833 shares; 2026Q1: 1,668,044 shares 1,668,044 $954M 1.49% +70,211 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,014,745 shares; 2024Q4: 8,076,087 shares; 2025Q1: 8,218,663 shares; 2025Q2: 8,215,063 shares; 2025Q3: 8,458,447 shares; 2025Q4: 8,681,469 shares; 2026Q1: 8,969,908 shares 8,969,908 $872M 1.36% +288,439 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,804,767 shares; 2024Q4: 4,828,410 shares; 2025Q1: 4,699,643 shares; 2025Q2: 4,898,906 shares; 2025Q3: 4,843,847 shares; 2025Q4: 4,807,519 shares; 2026Q1: 4,892,044 shares 4,892,044 $853M 1.33% +84,525 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: 3,556,244 shares; 2024Q4: 3,667,903 shares; 2025Q1: 3,399,095 shares; 2025Q2: 3,556,688 shares; 2025Q3: 3,749,487 shares; 2025Q4: 3,877,430 shares; 2026Q1: 4,139,552 shares 4,139,552 $821M 1.28% +262,122 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: 3,955,610 shares; 2024Q4: 4,863,748 shares; 2025Q1: 5,665,131 shares; 2025Q2: 5,478,695 shares; 2025Q3: 5,770,252 shares; 2025Q4: 6,133,925 shares; 2026Q1: 6,464,078 shares 6,464,078 $804M 1.26% +330,153 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: 6,298,987 shares; 2024Q4: 6,513,683 shares; 2025Q1: 6,904,327 shares; 2025Q2: 7,294,943 shares; 2025Q3: 7,684,195 shares; 2025Q4: 7,975,675 shares; 2026Q1: 8,445,361 shares 8,445,361 $794M 1.24% +469,686 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: 776,041 shares; 2024Q4: 802,224 shares; 2025Q1: 846,899 shares; 2025Q2: 890,467 shares; 2025Q3: 932,104 shares; 2025Q4: 964,341 shares; 2026Q1: 875,351 shares 875,351 $784M 1.22% -88,990 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: 8,200,890 shares; 2024Q4: 8,275,793 shares; 2025Q1: 8,418,765 shares; 2025Q2: 14,387,440 shares; 2025Q3: 14,578,544 shares; 2025Q4: 14,840,071 shares; 2026Q1: 15,377,769 shares 15,377,769 $714M 1.11% +537,698 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: 3,549,981 shares; 2024Q4: 3,629,558 shares; 2025Q1: 3,741,794 shares; 2025Q2: 3,889,446 shares; 2025Q3: 4,023,733 shares; 2025Q4: 4,141,829 shares; 2026Q1: 4,358,195 shares 4,358,195 $696M 1.09% +216,366 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: 2,234,131 shares; 2024Q4: 2,498,871 shares; 2025Q1: 2,626,731 shares; 2025Q2: 2,758,278 shares; 2025Q3: 2,872,612 shares; 2025Q4: 2,974,966 shares; 2026Q1: 3,128,894 shares 3,128,894 $654M 1.02% +153,928 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: 423,323 shares; 2024Q4: 436,391 shares; 2025Q1: 461,130 shares; 2025Q2: 5,955,288 shares; 2025Q3: 6,432,548 shares; 2025Q4: 6,586,338 shares; 2026Q1: 6,841,844 shares 6,841,844 $632M 0.99% +255,506 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: 610,775 shares; 2024Q4: 615,293 shares; 2025Q1: 605,173 shares; 2025Q2: 601,569 shares; 2025Q3: 592,702 shares; 2025Q4: 598,110 shares; 2026Q1: 615,148 shares 615,148 $613M 0.96% +17,038 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,923,564 shares; 2024Q4: 1,956,210 shares; 2025Q1: 2,038,320 shares; 2025Q2: 2,053,956 shares; 2025Q3: 1,962,610 shares; 2025Q4: 1,890,328 shares; 2026Q1: 1,926,756 shares 1,926,756 $596M 0.93% +36,428 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,782,326 shares; 2024Q4: 4,144,493 shares; 2025Q1: 4,852,865 shares; 2025Q2: 5,751,500 shares; 2025Q3: 6,698,032 shares; 2025Q4: 8,958,632 shares; 2026Q1: 10,154,088 shares 10,154,088 $594M 0.93% +1,195,456 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: 894,394 shares; 2024Q4: 878,867 shares; 2025Q1: 860,550 shares; 2025Q2: 829,440 shares; 2025Q3: 823,101 shares; 2025Q4: 877,730 shares; 2026Q1: 958,001 shares 958,001 $572M 0.89% +80,271 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: 670,398 shares; 2024Q4: 764,905 shares; 2025Q1: 792,729 shares; 2025Q2: 788,969 shares; 2025Q3: 798,319 shares; 2025Q4: 943,724 shares; 2026Q1: 863,829 shares 863,829 $564M 0.88% -79,895 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: 5,138,448 shares; 2024Q4: 5,459,329 shares; 2025Q1: 5,755,495 shares; 2025Q2: 5,407,908 shares; 2025Q3: 5,634,459 shares; 2025Q4: 5,868,880 shares; 2026Q1: 6,173,951 shares 6,173,951 $559M 0.87% +305,071 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: 1,984,944 shares; 2024Q4: 2,063,251 shares; 2025Q1: 2,058,300 shares; 2025Q2: 1,937,680 shares; 2025Q3: 1,956,613 shares; 2025Q4: 1,943,654 shares; 2026Q1: 1,939,965 shares 1,939,965 $558M 0.87% -3,689 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: 2,388,676 shares; 2024Q4: 2,831,244 shares; 2025Q1: 3,274,661 shares; 2025Q2: 3,869,651 shares; 2025Q3: 4,486,140 shares; 2025Q4: 5,958,038 shares; 2026Q1: 6,668,337 shares 6,668,337 $552M 0.86% +710,299 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: 1,898,866 shares; 2024Q4: 1,922,949 shares; 2025Q1: 1,984,957 shares; 2025Q2: 1,911,517 shares; 2025Q3: 1,937,622 shares; 2025Q4: 1,993,741 shares; 2026Q1: 2,076,555 shares 2,076,555 $504M 0.79% +82,814 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: 3,264,138 shares; 2024Q4: 3,345,892 shares; 2025Q1: 4,242,266 shares; 2025Q2: 4,447,213 shares; 2025Q3: 4,624,003 shares; 2025Q4: 4,753,553 shares; 2026Q1: 4,976,161 shares 4,976,161 $480M 0.75% +222,608 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: 3,507,302 shares; 2024Q4: 3,584,680 shares; 2025Q1: 3,759,194 shares; 2025Q2: 3,920,550 shares; 2025Q3: 4,074,294 shares; 2025Q4: 5,556,902 shares; 2026Q1: 5,982,815 shares 5,982,815 $476M 0.74% +425,913 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,035,983 shares; 2024Q4: 3,201,780 shares; 2025Q1: 3,375,737 shares; 2025Q2: 3,562,434 shares; 2025Q3: 4,078,011 shares; 2025Q4: 4,774,764 shares; 2026Q1: 5,596,477 shares 5,596,477 $432M 0.67% +821,713 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: 2,112,242 shares; 2024Q4: 2,080,595 shares; 2025Q1: 2,023,542 shares; 2025Q2: 1,987,340 shares; 2025Q3: 1,995,481 shares; 2025Q4: 1,973,385 shares; 2026Q1: 1,950,203 shares 1,950,203 $424M 0.66% -23,182 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: 620,958 shares; 2024Q4: 634,293 shares; 2025Q1: 616,839 shares; 2025Q2: 621,677 shares; 2025Q3: 619,655 shares; 2025Q4: 647,158 shares; 2026Q1: 622,227 shares 622,227 $405M 0.63% -24,931 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: 375,936 shares; 2024Q4: 369,089 shares; 2025Q1: 1,441,706 shares; 2025Q2: 1,847,491 shares; 2025Q3: 1,960,212 shares; 2025Q4: 2,032,830 shares; 2026Q1: 2,125,922 shares 2,125,922 $403M 0.63% +93,092 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: 136,428 shares; 2024Q4: 207,634 shares; 2025Q1: 238,970 shares; 2025Q2: 522,948 shares; 2025Q3: 878,282 shares; 2025Q4: 803,039 shares; 2026Q1: 5,535,270 shares 5,535,270 $398M 0.62% +4,732,231 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: 3,813,825 shares; 2024Q4: 4,102,772 shares; 2025Q1: 4,677,575 shares; 2025Q2: 5,112,512 shares; 2025Q3: 5,738,673 shares; 2025Q4: 6,355,611 shares; 2026Q1: 7,028,898 shares 7,028,898 $380M 0.59% +673,287 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: 2,610,316 shares; 2024Q4: 2,696,545 shares; 2025Q1: 3,896,270 shares; 2025Q2: 4,132,858 shares; 2025Q3: 4,364,655 shares; 2025Q4: 4,354,333 shares; 2026Q1: 4,710,039 shares 4,710,039 $355M 0.55% +355,706 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: 1,711,666 shares; 2024Q4: 1,705,299 shares; 2025Q1: 1,696,911 shares; 2025Q2: 1,603,567 shares; 2025Q3: 1,591,796 shares; 2025Q4: 1,572,877 shares; 2026Q1: 1,679,158 shares 1,679,158 $347M 0.54% +106,281 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: 1,129,531 shares; 2024Q4: 1,126,396 shares; 2025Q1: 1,109,185 shares; 2025Q2: 1,114,236 shares; 2025Q3: 1,108,876 shares; 2025Q4: 1,105,681 shares; 2026Q1: 1,107,291 shares 1,107,291 $335M 0.52% +1,610 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: 5,979,247 shares; 2024Q4: 6,097,880 shares; 2025Q1: 6,368,808 shares; 2025Q2: 6,298,901 shares; 2025Q3: 6,628,505 shares; 2025Q4: 6,672,301 shares; 2026Q1: 6,833,405 shares 6,833,405 $333M 0.52% +161,104 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: 933,803 shares; 2024Q4: 867,833 shares; 2025Q1: 736,655 shares; 2025Q2: 856,067 shares; 2025Q3: 845,643 shares; 2025Q4: 827,915 shares; 2026Q1: 933,556 shares 933,556 $315M 0.49% +105,641 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: 1,722,369 shares; 2024Q4: 1,760,546 shares; 2025Q1: 1,845,102 shares; 2025Q2: 1,937,324 shares; 2025Q3: 2,014,331 shares; 2025Q4: 2,085,758 shares; 2026Q1: 2,181,842 shares 2,181,842 $313M 0.49% +96,084 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,366,708 shares; 2024Q4: 1,390,678 shares; 2025Q1: 1,414,704 shares; 2025Q2: 1,426,340 shares; 2025Q3: 1,453,590 shares; 2025Q4: 1,486,260 shares; 2026Q1: 1,511,322 shares 1,511,322 $297M 0.46% +25,062 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: 666,327 shares; 2024Q4: 687,010 shares; 2025Q1: 759,147 shares; 2025Q2: 787,131 shares; 2025Q3: 808,239 shares; 2025Q4: 876,258 shares; 2026Q1: 903,864 shares 903,864 $290M 0.45% +27,606 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: 2,391,442 shares; 2024Q4: 2,486,425 shares; 2025Q1: 2,682,452 shares; 2025Q2: 2,901,214 shares; 2025Q3: 3,217,001 shares; 2025Q4: 3,438,614 shares; 2026Q1: 3,810,156 shares 3,810,156 $286M 0.45% +371,542 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: 2,128,928 shares; 2024Q4: 2,173,166 shares; 2025Q1: 2,274,229 shares; 2025Q2: 2,234,201 shares; 2025Q3: 2,321,929 shares; 2025Q4: 2,437,540 shares; 2026Q1: 2,291,058 shares 2,291,058 $285M 0.44% -146,482 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: 320,648 shares; 2024Q4: 440,966 shares; 2025Q1: 461,203 shares; 2025Q2: 469,987 shares; 2025Q3: 589,938 shares; 2025Q4: 625,110 shares; 2026Q1: 641,405 shares 641,405 $280M 0.44% +16,295 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: 529,246 shares; 2024Q4: 541,847 shares; 2025Q1: 539,098 shares; 2025Q2: 547,981 shares; 2025Q3: 548,140 shares; 2025Q4: 535,643 shares; 2026Q1: 530,614 shares 530,614 $265M 0.41% -5,029 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: 276,068 shares; 2024Q4: 263,047 shares; 2025Q1: 260,718 shares; 2025Q2: 266,569 shares; 2025Q3: 256,939 shares; 2025Q4: 276,094 shares; 2026Q1: 283,474 shares 283,474 $261M 0.41% +7,380 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,360,397 shares; 2024Q4: 2,427,606 shares; 2025Q1: 2,530,645 shares; 2025Q2: 2,634,983 shares; 2025Q3: 2,669,292 shares; 2025Q4: 2,694,885 shares; 2026Q1: 2,724,472 shares 2,724,472 $260M 0.41% +29,587 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: 3,202,563 shares; 2024Q4: 3,392,713 shares; 2025Q1: 3,387,020 shares; 2025Q2: 3,473,705 shares; 2025Q3: 3,452,453 shares; 2025Q4: 3,465,910 shares; 2026Q1: 3,539,416 shares 3,539,416 $239M 0.37% +73,506 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: 1,357,327 shares; 2024Q4: 1,392,252 shares; 2025Q1: 1,365,891 shares; 2025Q2: 1,337,738 shares; 2025Q3: 1,327,727 shares; 2025Q4: 1,379,140 shares; 2026Q1: 1,356,023 shares 1,356,023 $230M 0.36% -23,117 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,629,908 shares; 2024Q4: 1,674,294 shares; 2025Q1: 1,702,004 shares; 2025Q2: 1,642,493 shares; 2025Q3: 1,558,186 shares; 2025Q4: 1,560,128 shares; 2026Q1: 1,546,922 shares 1,546,922 $223M 0.35% -13,206 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: 314,806 shares; 2024Q4: 327,433 shares; 2025Q1: 363,812 shares; 2025Q2: 353,995 shares; 2025Q3: 358,153 shares; 2025Q4: 397,570 shares; 2026Q1: 384,148 shares 384,148 $222M 0.35% -13,422 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: 401,181 shares; 2024Q4: 403,017 shares; 2025Q1: 405,975 shares; 2025Q2: 315,581 shares; 2025Q3: 319,703 shares; 2025Q4: 321,502 shares; 2026Q1: 306,859 shares 306,859 $217M 0.34% -14,643 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: 725,281 shares; 2024Q4: 734,886 shares; 2025Q1: 697,258 shares; 2025Q2: 775,674 shares; 2025Q3: 751,095 shares; 2025Q4: 778,593 shares; 2026Q1: 810,773 shares 810,773 $212M 0.33% +32,180 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: 5,635,822 shares; 2024Q4: 3,575,082 shares; 2025Q1: 3,231,117 shares; 2025Q2: 2,916,044 shares; 2025Q3: 2,809,756 shares; 2025Q4: 2,803,356 shares; 2026Q1: 2,688,589 shares 2,688,589 $209M 0.33% -114,767 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: 2,496,691 shares; 2024Q4: 2,545,795 shares; 2025Q1: 2,579,401 shares; 2025Q2: 2,661,374 shares; 2025Q3: 2,680,212 shares; 2025Q4: 2,675,073 shares; 2026Q1: 2,716,112 shares 2,716,112 $202M 0.32% +41,039 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: 565,889 shares; 2024Q4: 566,821 shares; 2025Q1: 542,628 shares; 2025Q2: 538,676 shares; 2025Q3: 557,990 shares; 2025Q4: 576,873 shares; 2026Q1: 598,104 shares 598,104 $186M 0.29% +21,231 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: 3,697,396 shares; 2024Q4: 3,892,091 shares; 2025Q1: 4,125,700 shares; 2025Q2: 3,799,251 shares; 2025Q3: 4,374,214 shares; 2025Q4: 5,176,270 shares; 2026Q1: 5,995,308 shares 5,995,308 $180M 0.28% +819,038 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 495,797 shares; 2024Q4: 513,209 shares; 2025Q1: 533,749 shares; 2025Q2: 538,132 shares; 2025Q3: 545,284 shares; 2025Q4: 552,805 shares; 2026Q1: 626,685 shares 626,685 $180M 0.28% +73,880 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: 1,944,307 shares; 2024Q4: 1,924,508 shares; 2025Q1: 1,979,286 shares; 2025Q2: 1,992,050 shares; 2025Q3: 2,008,202 shares; 2025Q4: 1,995,983 shares; 2026Q1: 1,733,915 shares 1,733,915 $178M 0.28% -262,068 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,623,941 shares; 2024Q4: 4,638,973 shares; 2025Q1: 4,592,120 shares; 2025Q2: 4,582,188 shares; 2025Q3: 4,569,734 shares; 2025Q4: 4,641,003 shares; 2026Q1: 4,414,037 shares 4,414,037 $172M 0.27% -226,966 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: 2,046,473 shares; 2024Q4: 2,103,584 shares; 2025Q1: 2,179,512 shares; 2025Q2: 2,235,127 shares; 2025Q3: 2,289,026 shares; 2025Q4: 2,413,373 shares; 2026Q1: 2,432,761 shares 2,432,761 $170M 0.27% +19,388 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: 439,028 shares; 2024Q4: 423,540 shares; 2025Q1: 340,631 shares; 2025Q2: 370,531 shares; 2025Q3: 375,313 shares; 2025Q4: 374,220 shares; 2026Q1: 467,195 shares 467,195 $167M 0.26% +92,975 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: 97,631 shares; 2024Q4: 115,791 shares; 2025Q1: 135,140 shares; 2025Q2: 157,808 shares; 2025Q3: 158,557 shares; 2025Q4: 141,158 shares; 2026Q1: 122,814 shares 122,814 $162M 0.25% -18,344 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: 1,365,125 shares; 2024Q4: 1,241,785 shares; 2025Q1: 958,867 shares; 2025Q2: 951,642 shares; 2025Q3: 956,653 shares; 2025Q4: 942,231 shares; 2026Q1: 1,023,213 shares 1,023,213 $159M 0.25% +80,982 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 197,878 shares; 2025Q1: 184,521 shares; 2025Q2: 181,204 shares; 2025Q3: 181,077 shares; 2025Q4: 177,553 shares; 2026Q1: 163,584 shares 163,584 $157M 0.25% -13,969 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: 718,295 shares; 2024Q4: 726,589 shares; 2025Q1: 988,280 shares; 2025Q2: 1,052,532 shares; 2025Q3: 1,139,500 shares; 2025Q4: 1,164,126 shares; 2026Q1: 1,187,029 shares 1,187,029 $150M 0.23% +22,903 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: 1,335,401 shares; 2024Q4: 1,319,644 shares; 2025Q1: 1,334,869 shares; 2025Q2: 1,342,139 shares; 2025Q3: 1,413,093 shares; 2025Q4: 1,407,271 shares; 2026Q1: 1,511,924 shares 1,511,924 $147M 0.23% +104,653 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 889,883 shares; 2024Q4: 582,800 shares; 2025Q1: 578,874 shares; 2025Q2: 615,948 shares; 2025Q3: 601,495 shares; 2025Q4: 587,244 shares; 2026Q1: 580,208 shares 580,208 $144M 0.22% -7,036 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: 437,739 shares; 2024Q4: 468,114 shares; 2025Q1: 483,914 shares; 2025Q2: 587,355 shares; 2025Q3: 598,929 shares; 2025Q4: 928,873 shares; 2026Q1: 955,524 shares 955,524 $142M 0.22% +26,651 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: 477,828 shares; 2024Q4: 453,853 shares; 2025Q1: 467,969 shares; 2025Q2: 471,077 shares; 2025Q3: 470,326 shares; 2025Q4: 466,909 shares; 2026Q1: 443,864 shares 443,864 $141M 0.22% -23,045 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: 2,104,449 shares; 2024Q4: 1,938,701 shares; 2025Q1: 1,438,922 shares; 2025Q2: 1,247,166 shares; 2025Q3: 1,266,795 shares; 2025Q4: 1,296,021 shares; 2026Q1: 1,163,093 shares 1,163,093 $140M 0.22% -132,928 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: 744,308 shares; 2024Q4: 741,830 shares; 2025Q1: 767,675 shares; 2025Q2: 758,970 shares; 2025Q3: 750,703 shares; 2025Q4: 733,057 shares; 2026Q1: 719,785 shares 719,785 $139M 0.22% -13,272 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 655,176 shares; 2024Q4: 658,932 shares; 2025Q1: 609,741 shares; 2025Q2: 650,338 shares; 2025Q3: 633,785 shares; 2025Q4: 640,862 shares; 2026Q1: 623,599 shares 623,599 $134M 0.21% -17,263 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,767,860 shares; 2024Q4: 2,887,526 shares; 2025Q1: 3,093,632 shares; 2025Q2: 3,298,113 shares; 2025Q3: 3,414,489 shares; 2025Q4: 2,661,299 shares; 2026Q1: 3,068,452 shares 3,068,452 $128M 0.2% +407,153 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: 334,323 shares; 2024Q4: 330,048 shares; 2025Q1: 359,400 shares; 2025Q2: 371,769 shares; 2025Q3: 384,127 shares; 2025Q4: 386,803 shares; 2026Q1: 381,606 shares 381,606 $125M 0.2% -5,197 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: 2,156,579 shares; 2024Q4: 2,156,470 shares; 2025Q1: 2,349,606 shares; 2025Q2: 2,307,034 shares; 2025Q3: 2,406,021 shares; 2025Q4: 2,449,735 shares; 2026Q1: 2,481,311 shares 2,481,311 $125M 0.19% +31,576 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 448,657 shares; 2024Q4: 452,091 shares; 2025Q1: 464,005 shares; 2025Q2: 575,522 shares; 2025Q3: 577,005 shares; 2025Q4: 637,323 shares; 2026Q1: 762,965 shares 762,965 $124M 0.19% +125,642 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,930,901 shares; 2025Q1: 2,022,268 shares; 2025Q2: 2,635,781 shares; 2025Q3: 2,640,803 shares; 2025Q4: 2,317,011 shares; 2026Q1: 2,995,014 shares 2,995,014 $119M 0.19% +678,003 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: 1,833,969 shares; 2024Q4: 1,860,026 shares; 2025Q1: 1,840,021 shares; 2025Q2: 1,349,165 shares; 2025Q3: 1,388,376 shares; 2025Q4: 1,375,256 shares; 2026Q1: 1,348,186 shares 1,348,186 $119M 0.19% -27,070 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: 477,123 shares; 2024Q4: 453,113 shares; 2025Q1: 380,284 shares; 2025Q2: 359,602 shares; 2025Q3: 338,144 shares; 2025Q4: 336,486 shares; 2026Q1: 316,798 shares 316,798 $118M 0.18% -19,688 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: 346,581 shares; 2024Q4: 335,769 shares; 2025Q1: 309,198 shares; 2025Q2: 284,528 shares; 2025Q3: 281,819 shares; 2025Q4: 287,982 shares; 2026Q1: 334,329 shares 334,329 $118M 0.18% +46,347 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 543,080 shares; 2025Q1: 519,350 shares; 2025Q2: 667,781 shares; 2025Q3: 645,845 shares; 2025Q4: 617,808 shares; 2026Q1: 544,962 shares 544,962 $116M 0.18% -72,846 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: 1,213,773 shares; 2024Q4: 1,191,131 shares; 2025Q1: 1,125,816 shares; 2025Q2: 1,121,026 shares; 2025Q3: 1,086,808 shares; 2025Q4: 1,342,681 shares; 2026Q1: 1,408,533 shares 1,408,533 $107M 0.17% +65,852 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: 1,468,593 shares; 2024Q4: 1,445,615 shares; 2025Q1: 1,348,463 shares; 2025Q2: 1,256,252 shares; 2025Q3: 1,302,822 shares; 2025Q4: 1,244,715 shares; 2026Q1: 1,188,947 shares 1,188,947 $107M 0.17% -55,768 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,031,784 shares; 2024Q4: 1,025,721 shares; 2025Q1: 997,988 shares; 2025Q2: 977,679 shares; 2025Q3: 969,237 shares; 2025Q4: 953,042 shares; 2026Q1: 912,155 shares 912,155 $105M 0.16% -40,887 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,303 shares; 2024Q4: 93,532 shares; 2025Q1: 455,330 shares; 2025Q2: 850,605 shares; 2025Q3: 940,284 shares; 2025Q4: 1,023,120 shares; 2026Q1: 1,330,716 shares 1,330,716 $105M 0.16% +307,596 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: 164,358 shares; 2024Q4: 167,132 shares; 2025Q1: 165,869 shares; 2025Q2: 168,010 shares; 2025Q3: 168,841 shares; 2025Q4: 181,947 shares; 2026Q1: 210,217 shares 210,217 $104M 0.16% +28,270 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287,114 shares; 2024Q4: 295,562 shares; 2025Q1: 274,396 shares; 2025Q2: 342,442 shares; 2025Q3: 342,922 shares; 2025Q4: 304,339 shares; 2026Q1: 349,651 shares 349,651 $104M 0.16% +45,312 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: 214,742 shares; 2024Q4: 213,787 shares; 2025Q1: 212,811 shares; 2025Q2: 199,737 shares; 2025Q3: 207,662 shares; 2025Q4: 227,540 shares; 2026Q1: 207,003 shares 207,003 $102M 0.16% -20,537 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: 312,117 shares; 2024Q4: 298,592 shares; 2025Q1: 298,284 shares; 2025Q2: 272,589 shares; 2025Q3: 277,491 shares; 2025Q4: 255,845 shares; 2026Q1: 236,225 shares 236,225 $102M 0.16% -19,620 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: 972,829 shares; 2024Q4: 914,992 shares; 2025Q1: 907,341 shares; 2025Q2: 914,023 shares; 2025Q3: 883,663 shares; 2025Q4: 882,286 shares; 2026Q1: 883,779 shares 883,779 $100M 0.16% +1,493 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,278,248 shares; 2024Q4: 2,381,694 shares; 2025Q1: 2,530,422 shares; 2025Q2: 2,725,494 shares; 2025Q3: 2,765,851 shares; 2025Q4: 2,796,816 shares; 2026Q1: 2,758,226 shares 2,758,226 $98.2M 0.15% -38,590 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: 499,170 shares; 2024Q4: 493,951 shares; 2025Q1: 491,434 shares; 2025Q2: 491,903 shares; 2025Q3: 489,833 shares; 2025Q4: 490,924 shares; 2026Q1: 473,159 shares 473,159 $96.1M 0.15% -17,765 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: 682,073 shares; 2024Q4: 677,718 shares; 2025Q1: 664,118 shares; 2025Q2: 658,640 shares; 2025Q3: 659,505 shares; 2025Q4: 681,415 shares; 2026Q1: 722,256 shares 722,256 $94.6M 0.15% +40,841 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: 121,508 shares; 2024Q4: 124,526 shares; 2025Q1: 123,620 shares; 2025Q2: 129,969 shares; 2025Q3: 142,336 shares; 2025Q4: 145,816 shares; 2026Q1: 165,515 shares 165,515 $93.2M 0.15% +19,699 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: 534,152 shares; 2024Q4: 522,434 shares; 2025Q1: 637,734 shares; 2025Q2: 596,080 shares; 2025Q3: 584,038 shares; 2025Q4: 616,355 shares; 2026Q1: 706,338 shares 706,338 $92.5M 0.14% +89,983 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: 921,596 shares; 2024Q4: 977,630 shares; 2025Q1: 1,085,398 shares; 2025Q2: 1,087,856 shares; 2025Q3: 1,080,819 shares; 2025Q4: 1,093,175 shares; 2026Q1: 1,064,898 shares 1,064,898 $92.3M 0.14% -28,277 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: 165,433 shares; 2024Q4: 175,886 shares; 2025Q1: 174,370 shares; 2025Q2: 247,929 shares; 2025Q3: 256,200 shares; 2025Q4: 296,759 shares; 2026Q1: 273,015 shares 273,015 $92.2M 0.14% -23,744 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: 203,932 shares; 2024Q4: 201,783 shares; 2025Q1: 282,423 shares; 2025Q2: 295,744 shares; 2025Q3: 305,198 shares; 2025Q4: 308,554 shares; 2026Q1: 345,093 shares 345,093 $91.8M 0.14% +36,539 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: 104,994 shares; 2024Q4: 110,871 shares; 2025Q1: 112,862 shares; 2025Q2: 110,783 shares; 2025Q3: 107,777 shares; 2025Q4: 107,405 shares; 2026Q1: 107,170 shares 107,170 $90.7M 0.14% -235 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: 6,292,358 shares; 2024Q4: 6,426,793 shares; 2025Q1: 2,877,579 shares; 2025Q2: 2,114,440 shares; 2025Q3: 2,013,668 shares; 2025Q4: 1,975,433 shares; 2026Q1: 1,723,048 shares 1,723,048 $89.6M 0.14% -252,385 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: 528,877 shares; 2024Q4: 530,803 shares; 2025Q1: 497,048 shares; 2025Q2: 398,650 shares; 2025Q3: 394,123 shares; 2025Q4: 391,278 shares; 2026Q1: 368,617 shares 368,617 $89.3M 0.14% -22,661 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: 555,277 shares; 2024Q4: 569,272 shares; 2025Q1: 613,718 shares; 2025Q2: 563,098 shares; 2025Q3: 564,356 shares; 2025Q4: 492,185 shares; 2026Q1: 615,691 shares 615,691 $89M 0.14% +123,506 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: 377,708 shares; 2024Q4: 390,233 shares; 2025Q1: 456,663 shares; 2025Q2: 577,395 shares; 2025Q3: 594,550 shares; 2025Q4: 565,418 shares; 2026Q1: 707,391 shares 707,391 $88.7M 0.14% +141,973 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: 379,933 shares; 2024Q4: 403,478 shares; 2025Q1: 405,038 shares; 2025Q2: 347,249 shares; 2025Q3: 356,172 shares; 2025Q4: 341,055 shares; 2026Q1: 442,271 shares 442,271 $85.9M 0.13% +101,216 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: 695,666 shares; 2024Q4: 750,665 shares; 2025Q1: 766,053 shares; 2025Q2: 660,035 shares; 2025Q3: 672,739 shares; 2025Q4: 685,800 shares; 2026Q1: 662,914 shares 662,914 $85.4M 0.13% -22,886 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,681,351 shares; 2024Q4: 1,677,338 shares; 2025Q1: 1,679,830 shares; 2025Q2: 1,567,346 shares; 2025Q3: 1,585,092 shares; 2025Q4: 1,761,477 shares; 2026Q1: 1,707,796 shares 1,707,796 $85.2M 0.13% -53,681 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: 460,244 shares; 2024Q4: 460,074 shares; 2025Q1: 457,644 shares; 2025Q2: 461,211 shares; 2025Q3: 425,498 shares; 2025Q4: 396,685 shares; 2026Q1: 404,438 shares 404,438 $84.2M 0.13% +7,753 Timeline BEKE KE HLDGS INC More: the full row for KE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,721,614 shares; 2024Q4: 2,799,381 shares; 2025Q1: 2,653,926 shares; 2025Q2: 3,437,864 shares; 2025Q3: 3,442,679 shares; 2025Q4: 4,280,764 shares; 2026Q1: 5,617,800 shares 5,617,800 $84.1M 0.13% +1,337,036 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: 621,506 shares; 2024Q4: 650,537 shares; 2025Q1: 651,653 shares; 2025Q2: 651,589 shares; 2025Q3: 647,560 shares; 2025Q4: 651,792 shares; 2026Q1: 641,112 shares 641,112 $84M 0.13% -10,680 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,422,875 shares; 2024Q4: 1,508,548 shares; 2025Q1: 1,743,851 shares; 2025Q2: 1,733,365 shares; 2025Q3: 1,786,377 shares; 2025Q4: 1,856,075 shares; 2026Q1: 1,952,007 shares 1,952,007 $83M 0.13% +95,932 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: 530,516 shares; 2024Q4: 533,959 shares; 2025Q1: 529,008 shares; 2025Q2: 529,587 shares; 2025Q3: 532,448 shares; 2025Q4: 525,067 shares; 2026Q1: 525,354 shares 525,354 $82.6M 0.13% +287 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: 132,510 shares; 2024Q4: 136,909 shares; 2025Q1: 139,315 shares; 2025Q2: 134,968 shares; 2025Q3: 132,900 shares; 2025Q4: 197,528 shares; 2026Q1: 279,264 shares 279,264 $82.5M 0.13% +81,736 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,738 shares; 2024Q4: 238,935 shares; 2025Q1: 237,214 shares; 2025Q2: 236,244 shares; 2025Q3: 234,432 shares; 2025Q4: 232,230 shares; 2026Q1: 229,201 shares 229,201 $81.7M 0.13% -3,029 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,244 shares; 2024Q4: 162,905 shares; 2025Q1: 108,532 shares; 2025Q2: 104,333 shares; 2025Q3: 108,385 shares; 2025Q4: 97,610 shares; 2026Q1: 74,271 shares 74,271 $81.2M 0.13% -23,339 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: 322,334 shares; 2024Q4: 321,909 shares; 2025Q1: 323,658 shares; 2025Q2: 309,545 shares; 2025Q3: 309,155 shares; 2025Q4: 350,353 shares; 2026Q1: 352,562 shares 352,562 $81M 0.13% +2,209 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: 1,516,578 shares; 2024Q4: 1,448,583 shares; 2025Q1: 1,470,200 shares; 2025Q2: 1,789,782 shares; 2025Q3: 1,807,397 shares; 2025Q4: 1,844,152 shares; 2026Q1: 1,999,359 shares 1,999,359 $80.4M 0.13% +155,207 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: 795,601 shares; 2024Q4: 790,481 shares; 2025Q1: 693,980 shares; 2025Q2: 790,346 shares; 2025Q3: 809,718 shares; 2025Q4: 860,087 shares; 2026Q1: 862,126 shares 862,126 $80.1M 0.13% +2,039 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: 234,612 shares; 2024Q4: 238,361 shares; 2025Q1: 228,573 shares; 2025Q2: 237,849 shares; 2025Q3: 237,375 shares; 2025Q4: 235,331 shares; 2026Q1: 230,046 shares 230,046 $79.4M 0.12% -5,285 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: 265,010 shares; 2024Q4: 530,782 shares; 2025Q1: 512,424 shares; 2025Q2: 516,996 shares; 2025Q3: 523,992 shares; 2025Q4: 502,107 shares; 2026Q1: 487,293 shares 487,293 $78.1M 0.12% -14,814 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: 455,458 shares; 2024Q4: 454,761 shares; 2025Q1: 447,189 shares; 2025Q2: 305,354 shares; 2025Q3: 304,206 shares; 2025Q4: 296,595 shares; 2026Q1: 297,191 shares 297,191 $77.4M 0.12% +596 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,650 shares; 2024Q4: 211,248 shares; 2025Q1: 201,554 shares; 2025Q2: 172,033 shares; 2025Q3: 149,857 shares; 2025Q4: 129,656 shares; 2026Q1: 106,070 shares 106,070 $77.2M 0.12% -23,586 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: 929,687 shares; 2024Q4: 924,983 shares; 2025Q1: 867,566 shares; 2025Q2: 906,359 shares; 2025Q3: 1,096,299 shares; 2025Q4: 1,024,802 shares; 2026Q1: 1,126,899 shares 1,126,899 $76.9M 0.12% +102,097 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: 263,704 shares; 2024Q4: 266,670 shares; 2025Q1: 265,001 shares; 2025Q2: 279,820 shares; 2025Q3: 291,059 shares; 2025Q4: 288,478 shares; 2026Q1: 180,209 shares 180,209 $76.6M 0.12% -108,269 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: 399,260 shares; 2024Q4: 599,905 shares; 2025Q1: 624,191 shares; 2025Q2: 640,398 shares; 2025Q3: 687,735 shares; 2025Q4: 849,724 shares; 2026Q1: 943,634 shares 943,634 $74.8M 0.12% +93,910 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: 357,768 shares; 2024Q4: 354,065 shares; 2025Q1: 351,555 shares; 2025Q2: 360,669 shares; 2025Q3: 334,467 shares; 2025Q4: 233,283 shares; 2026Q1: 231,422 shares 231,422 $74.2M 0.12% -1,861 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: 51,792 shares; 2024Q4: 56,831 shares; 2025Q1: 55,688 shares; 2025Q2: 56,832 shares; 2025Q3: 60,175 shares; 2025Q4: 635,557 shares; 2026Q1: 760,152 shares 760,152 $73.1M 0.11% +124,595 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: 218,025 shares; 2024Q4: 222,225 shares; 2025Q1: 244,694 shares; 2025Q2: 260,278 shares; 2025Q3: 330,553 shares; 2025Q4: 352,532 shares; 2026Q1: 365,437 shares 365,437 $72.7M 0.11% +12,905 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: 932,643 shares; 2024Q4: 931,758 shares; 2025Q1: 857,665 shares; 2025Q2: 834,655 shares; 2025Q3: 824,422 shares; 2025Q4: 766,378 shares; 2026Q1: 770,007 shares 770,007 $70.9M 0.11% +3,629 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,649,828 shares; 2024Q4: 1,664,854 shares; 2025Q1: 1,672,274 shares; 2025Q2: 1,906,091 shares; 2025Q3: 1,922,260 shares; 2025Q4: 1,961,663 shares; 2026Q1: 1,967,806 shares 1,967,806 $69.9M 0.11% +6,143 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 465,778 shares; 2024Q4: 762,556 shares; 2025Q1: 994,753 shares; 2025Q2: 1,423,685 shares; 2025Q3: 1,427,900 shares; 2025Q4: 1,145,656 shares; 2026Q1: 1,197,176 shares 1,197,176 $69.2M 0.11% +51,520 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 602,055 shares; 2024Q4: 493,234 shares; 2025Q1: 485,913 shares; 2025Q2: 555,983 shares; 2025Q3: 558,231 shares; 2025Q4: 618,508 shares; 2026Q1: 828,142 shares 828,142 $68.6M 0.11% +209,634 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: 196,314 shares; 2024Q4: 202,722 shares; 2025Q1: 203,631 shares; 2025Q2: 195,111 shares; 2025Q3: 235,171 shares; 2025Q4: 205,117 shares; 2026Q1: 204,951 shares 204,951 $66.8M 0.1% -166 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: 698,016 shares; 2024Q4: 629,946 shares; 2025Q1: 387,811 shares; 2025Q2: 503,448 shares; 2025Q3: 510,716 shares; 2025Q4: 1,068,610 shares; 2026Q1: 1,089,625 shares 1,089,625 $66.8M 0.1% +21,015 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: 1,104,588 shares; 2024Q4: 1,268,466 shares; 2025Q1: 1,499,626 shares; 2025Q2: 1,306,468 shares; 2025Q3: 1,388,759 shares; 2025Q4: 1,428,920 shares; 2026Q1: 1,689,276 shares 1,689,276 $66.6M 0.1% +260,356 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: 957,396 shares; 2024Q4: 959,712 shares; 2025Q1: 948,151 shares; 2025Q2: 929,653 shares; 2025Q3: 911,472 shares; 2025Q4: 915,635 shares; 2026Q1: 926,648 shares 926,648 $65M 0.1% +11,013 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,328,945 shares; 2024Q4: 2,989,614 shares; 2025Q1: 2,801,571 shares; 2025Q2: 2,394,629 shares; 2025Q3: 2,282,343 shares; 2025Q4: 2,231,244 shares; 2026Q1: 2,310,997 shares 2,310,997 $64.9M 0.1% +79,753 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: 245,368 shares; 2024Q4: 249,716 shares; 2025Q1: 290,402 shares; 2025Q2: 387,149 shares; 2025Q3: 400,391 shares; 2025Q4: 487,198 shares; 2026Q1: 553,929 shares 553,929 $64.1M 0.1% +66,731 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: 519,474 shares; 2024Q4: 532,156 shares; 2025Q1: 494,922 shares; 2025Q2: 506,681 shares; 2025Q3: 466,545 shares; 2025Q4: 473,944 shares; 2026Q1: 433,339 shares 433,339 $63.7M 0.1% -40,605 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: 177,718 shares; 2024Q4: 167,166 shares; 2025Q1: 151,308 shares; 2025Q2: 145,147 shares; 2025Q3: 128,843 shares; 2025Q4: 115,928 shares; 2026Q1: 117,605 shares 117,605 $63.4M 0.1% +1,677 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: 1,195,885 shares; 2024Q4: 1,323,629 shares; 2025Q1: 1,359,646 shares; 2025Q2: 1,161,560 shares; 2025Q3: 1,092,602 shares; 2025Q4: 1,042,979 shares; 2026Q1: 994,456 shares 994,456 $62.2M 0.1% -48,523 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,253 shares; 2024Q4: 89,322 shares; 2025Q1: 101,015 shares; 2025Q2: 102,160 shares; 2025Q3: 387,168 shares; 2025Q4: 143,780 shares; 2026Q1: 243,661 shares 243,661 $62M 0.1% +99,881 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: 1,527,493 shares; 2024Q4: 4,394,182 shares; 2025Q1: 4,388,473 shares; 2025Q2: 4,630,952 shares; 2025Q3: 3,845,298 shares; 2025Q4: 2,115,357 shares; 2026Q1: 2,019,352 shares 2,019,352 $62M 0.1% -96,005 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: 425,736 shares; 2024Q4: 427,916 shares; 2025Q1: 382,136 shares; 2025Q2: 371,587 shares; 2025Q3: 344,081 shares; 2025Q4: 318,606 shares; 2026Q1: 304,500 shares 304,500 $61.9M 0.1% -14,106 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,091 shares; 2024Q4: 58,779 shares; 2025Q1: 61,250 shares; 2025Q2: 135,446 shares; 2025Q3: 193,527 shares; 2025Q4: 279,249 shares; 2026Q1: 384,769 shares 384,769 $58.9M 0.09% +105,520 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: 323,043 shares; 2024Q4: 332,485 shares; 2025Q1: 386,423 shares; 2025Q2: 390,765 shares; 2025Q3: 397,787 shares; 2025Q4: 350,806 shares; 2026Q1: 314,328 shares 314,328 $58.7M 0.09% -36,478 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: 36,567 shares; 2024Q4: 45,118 shares; 2025Q1: 83,848 shares; 2025Q2: 113,691 shares; 2025Q3: 96,985 shares; 2025Q4: 129,224 shares; 2026Q1: 125,410 shares 125,410 $57.8M 0.09% -3,814 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: 622,761 shares; 2024Q4: 595,207 shares; 2025Q1: 679,387 shares; 2025Q2: 703,737 shares; 2025Q3: 661,562 shares; 2025Q4: 683,314 shares; 2026Q1: 614,478 shares 614,478 $56.3M 0.09% -68,836 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: 130,153 shares; 2024Q4: 126,362 shares; 2025Q1: 100,666 shares; 2025Q2: 100,870 shares; 2025Q3: 98,409 shares; 2025Q4: 94,182 shares; 2026Q1: 92,725 shares 92,725 $56M 0.09% -1,457 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,088 shares; 2024Q4: 2,122 shares; 2025Q1: 2,038 shares; 2025Q2: 20,679 shares; 2025Q3: 20,460 shares; 2025Q4: 85,427 shares; 2026Q1: 82,038 shares 82,038 $55.9M 0.09% -3,389 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: 163,445 shares; 2024Q4: 168,761 shares; 2025Q1: 172,908 shares; 2025Q2: 207,899 shares; 2025Q3: 338,054 shares; 2025Q4: 359,262 shares; 2026Q1: 383,484 shares 383,484 $55.6M 0.09% +24,222 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: 313,412 shares; 2024Q4: 297,860 shares; 2025Q1: 287,885 shares; 2025Q2: 269,788 shares; 2025Q3: 267,829 shares; 2025Q4: 237,236 shares; 2026Q1: 239,665 shares 239,665 $54.2M 0.08% +2,429 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: 492,705 shares; 2024Q4: 513,305 shares; 2025Q1: 343,880 shares; 2025Q2: 424,818 shares; 2025Q3: 406,065 shares; 2025Q4: 392,157 shares; 2026Q1: 370,212 shares 370,212 $54.2M 0.08% -21,945 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: 341,399 shares; 2024Q4: 337,828 shares; 2025Q1: 298,694 shares; 2025Q2: 288,124 shares; 2025Q3: 282,024 shares; 2025Q4: 294,478 shares; 2026Q1: 255,631 shares 255,631 $54M 0.08% -38,847 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: 582,267 shares; 2024Q4: 449,277 shares; 2025Q1: 564,165 shares; 2025Q2: 572,069 shares; 2025Q3: 558,299 shares; 2025Q4: 546,188 shares; 2026Q1: 497,016 shares 497,016 $53.8M 0.08% -49,172 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 563,551 shares; 2024Q4: 524,744 shares; 2025Q1: 474,743 shares; 2025Q2: 457,291 shares; 2025Q3: 346,899 shares; 2025Q4: 351,438 shares; 2026Q1: 330,560 shares 330,560 $53.7M 0.08% -20,878 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: 315,274 shares; 2024Q4: 320,454 shares; 2025Q1: 316,612 shares; 2025Q2: 323,972 shares; 2025Q3: 323,069 shares; 2025Q4: 312,893 shares; 2026Q1: 307,661 shares 307,661 $53.4M 0.08% -5,232 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,245,890 shares; 2024Q4: 1,249,311 shares; 2025Q1: 1,261,073 shares; 2025Q2: 1,279,948 shares; 2025Q3: 1,305,309 shares; 2025Q4: 1,294,803 shares; 2026Q1: 1,288,221 shares 1,288,221 $52.6M 0.08% -6,582 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: 18,628 shares; 2024Q4: 24,822 shares; 2025Q1: 57,242 shares; 2025Q2: 103,760 shares; 2025Q3: 104,763 shares; 2025Q4: 92,245 shares; 2026Q1: 120,029 shares 120,029 $52.1M 0.08% +27,784 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: 1,341,303 shares; 2024Q4: 1,378,907 shares; 2025Q1: 1,394,157 shares; 2025Q2: 1,378,369 shares; 2025Q3: 1,381,555 shares; 2025Q4: 1,279,380 shares; 2026Q1: 1,088,961 shares 1,088,961 $52M 0.08% -190,419 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,350 shares; 2024Q4: 112,208 shares; 2025Q1: 107,282 shares; 2025Q2: 105,136 shares; 2025Q3: 104,715 shares; 2025Q4: 99,878 shares; 2026Q1: 105,010 shares 105,010 $51.9M 0.08% +5,132 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: 292,165 shares; 2024Q4: 290,438 shares; 2025Q1: 297,657 shares; 2025Q2: 307,484 shares; 2025Q3: 306,804 shares; 2025Q4: 309,646 shares; 2026Q1: 311,463 shares 311,463 $51.3M 0.08% +1,817 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: 215,960 shares; 2024Q4: 215,506 shares; 2025Q1: 245,245 shares; 2025Q2: 260,888 shares; 2025Q3: 253,458 shares; 2025Q4: 279,038 shares; 2026Q1: 265,598 shares 265,598 $51M 0.08% -13,440 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: 505,293 shares; 2024Q4: 386,499 shares; 2025Q1: 384,731 shares; 2025Q2: 381,321 shares; 2025Q3: 385,274 shares; 2025Q4: 372,350 shares; 2026Q1: 380,666 shares 380,666 $50.2M 0.08% +8,316 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: 84,709 shares; 2024Q4: 87,956 shares; 2025Q1: 61,592 shares; 2025Q2: 56,307 shares; 2025Q3: 76,136 shares; 2025Q4: 80,428 shares; 2026Q1: 90,227 shares 90,227 $49.5M 0.08% +9,799 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 954,931 shares; 2024Q4: 996,771 shares; 2025Q1: 1,066,555 shares; 2025Q2: 1,154,988 shares; 2025Q3: 1,184,213 shares; 2025Q4: 1,200,607 shares; 2026Q1: 1,281,194 shares 1,281,194 $49.2M 0.08% +80,587 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: 205,591 shares; 2024Q4: 206,378 shares; 2025Q1: 203,029 shares; 2025Q2: 202,572 shares; 2025Q3: 198,657 shares; 2025Q4: 205,187 shares; 2026Q1: 204,961 shares 204,961 $48.4M 0.08% -226 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385,801 shares; 2024Q4: 392,661 shares; 2025Q1: 385,265 shares; 2025Q2: 414,349 shares; 2025Q3: 414,067 shares; 2025Q4: 413,780 shares; 2026Q1: 428,716 shares 428,716 $48.1M 0.08% +14,936 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 634,882 shares; 2025Q1: 445,952 shares; 2025Q2: 398,509 shares; 2025Q3: 430,000 shares; 2025Q4: 409,551 shares; 2026Q1: 391,672 shares 391,672 $48.1M 0.08% -17,879 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: 148,692 shares; 2024Q4: 160,544 shares; 2025Q1: 179,969 shares; 2025Q2: 173,927 shares; 2025Q3: 174,843 shares; 2025Q4: 194,171 shares; 2026Q1: 158,841 shares 158,841 $48M 0.08% -35,330 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,521,101 shares; 2024Q4: 1,585,585 shares; 2025Q1: 1,477,892 shares; 2025Q2: 1,541,135 shares; 2025Q3: 1,491,911 shares; 2025Q4: 1,546,980 shares; 2026Q1: 2,095,162 shares 2,095,162 $46.8M 0.07% +548,182 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: 663,609 shares; 2024Q4: 480,319 shares; 2025Q1: 295,797 shares; 2025Q2: 318,661 shares; 2025Q3: 301,039 shares; 2025Q4: 258,790 shares; 2026Q1: 186,252 shares 186,252 $46.7M 0.07% -72,538 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: 304,643 shares; 2024Q4: 293,241 shares; 2025Q1: 289,028 shares; 2025Q2: 282,740 shares; 2025Q3: 266,607 shares; 2025Q4: 243,321 shares; 2026Q1: 242,921 shares 242,921 $46.6M 0.07% -400 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: 210,343 shares; 2024Q4: 163,345 shares; 2025Q1: 49,323 shares; 2025Q2: 50,403 shares; 2025Q3: 50,526 shares; 2025Q4: 50,151 shares; 2026Q1: 82,535 shares 82,535 $46.4M 0.07% +32,384 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263,518 shares; 2024Q4: 270,978 shares; 2025Q1: 272,427 shares; 2025Q2: 835,552 shares; 2025Q3: 908,814 shares; 2025Q4: 1,070,546 shares; 2026Q1: 1,253,028 shares 1,253,028 $46.2M 0.07% +182,482 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: 166,783 shares; 2024Q4: 159,340 shares; 2025Q1: 160,803 shares; 2025Q2: 166,233 shares; 2025Q3: 160,850 shares; 2025Q4: 156,751 shares; 2026Q1: 134,176 shares 134,176 $45.9M 0.07% -22,575 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 364,244 shares; 2024Q4: 361,563 shares; 2025Q1: 341,094 shares; 2025Q2: 334,571 shares; 2025Q3: 347,995 shares; 2025Q4: 344,298 shares; 2026Q1: 341,363 shares 341,363 $45.2M 0.07% -2,935 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: 114,747 shares; 2024Q4: 115,628 shares; 2025Q1: 117,307 shares; 2025Q2: 181,705 shares; 2025Q3: 269,530 shares; 2025Q4: 294,810 shares; 2026Q1: 273,865 shares 273,865 $44.9M 0.07% -20,945 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: 91 shares; 2024Q4: 90 shares; 2025Q1: 88 shares; 2025Q2: 87 shares; 2025Q3: 63 shares; 2025Q4: 65 shares; 2026Q1: 62 shares 62 $44.5M 0.07% -3 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: 35,848 shares; 2024Q4: 34,713 shares; 2025Q1: 44,596 shares; 2025Q2: 48,979 shares; 2025Q3: 48,386 shares; 2025Q4: 49,870 shares; 2026Q1: 57,589 shares 57,589 $44.5M 0.07% +7,719 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,214 shares; 2024Q4: 110,521 shares; 2025Q1: 107,925 shares; 2025Q2: 107,702 shares; 2025Q3: 105,536 shares; 2025Q4: 109,609 shares; 2026Q1: 122,206 shares 122,206 $44.5M 0.07% +12,597 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: 92,374 shares; 2024Q4: 97,373 shares; 2025Q1: 97,222 shares; 2025Q2: 111,621 shares; 2025Q3: 112,803 shares; 2025Q4: 118,538 shares; 2026Q1: 101,990 shares 101,990 $44.1M 0.07% -16,548 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235,987 shares; 2024Q4: 1,128,519 shares; 2025Q1: 1,076,516 shares; 2025Q2: 933,016 shares; 2025Q3: 955,076 shares; 2025Q4: 971,062 shares; 2026Q1: 973,136 shares 973,136 $44.1M 0.07% +2,074 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: 262,311 shares; 2024Q4: 263,775 shares; 2025Q1: 265,830 shares; 2025Q2: 267,920 shares; 2025Q3: 273,402 shares; 2025Q4: 270,151 shares; 2026Q1: 265,912 shares 265,912 $44M 0.07% -4,239 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: 266,331 shares; 2024Q4: 251,328 shares; 2025Q1: 309,575 shares; 2025Q2: 364,802 shares; 2025Q3: 373,769 shares; 2025Q4: 394,887 shares; 2026Q1: 674,376 shares 674,376 $43.8M 0.07% +279,489 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: 349,151 shares; 2024Q4: 362,669 shares; 2025Q1: 399,529 shares; 2025Q2: 399,003 shares; 2025Q3: 398,810 shares; 2025Q4: 390,211 shares; 2026Q1: 384,533 shares 384,533 $43.6M 0.07% -5,678 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: 92,954 shares; 2024Q4: 95,237 shares; 2025Q1: 99,205 shares; 2025Q2: 87,626 shares; 2025Q3: 96,274 shares; 2025Q4: 450,442 shares; 2026Q1: 413,802 shares 413,802 $43.3M 0.07% -36,640 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,857 shares; 2024Q4: 218,658 shares; 2025Q1: 249,840 shares; 2025Q2: 269,640 shares; 2025Q3: 290,746 shares; 2025Q4: 344,376 shares; 2026Q1: 343,984 shares 343,984 $43M 0.07% -392 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325,793 shares; 2024Q4: 347,870 shares; 2025Q1: 378,434 shares; 2025Q2: 324,684 shares; 2025Q3: 767,235 shares; 2025Q4: 797,414 shares; 2026Q1: 1,092,801 shares 1,092,801 $42.9M 0.07% +295,387 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: 338,797 shares; 2024Q4: 337,674 shares; 2025Q1: 361,408 shares; 2025Q2: 355,268 shares; 2025Q3: 364,688 shares; 2025Q4: 320,797 shares; 2026Q1: 214,248 shares 214,248 $42.5M 0.07% -106,549 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,911 shares; 2024Q4: 146,750 shares; 2025Q1: 153,173 shares; 2025Q2: 153,133 shares; 2025Q3: 148,229 shares; 2025Q4: 179,234 shares; 2026Q1: 201,672 shares 201,672 $42.4M 0.07% +22,438 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,589 shares; 2024Q4: 83,599 shares; 2025Q1: 83,200 shares; 2025Q2: 86,727 shares; 2025Q3: 86,923 shares; 2025Q4: 118,362 shares; 2026Q1: 222,199 shares 222,199 $42.2M 0.07% +103,837 Timeline ICOW 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: 697,582 shares; 2024Q4: 715,442 shares; 2025Q1: 732,457 shares; 2025Q2: 606,666 shares; 2025Q3: 678,937 shares; 2025Q4: 716,332 shares; 2026Q1: 988,530 shares 988,530 $42M 0.07% +272,198 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,115,217 shares; 2024Q4: 1,213,021 shares; 2025Q1: 1,264,248 shares; 2025Q2: 1,383,274 shares; 2025Q3: 953,040 shares; 2025Q4: 1,009,325 shares; 2026Q1: 729,907 shares 729,907 $41.4M 0.06% -279,418 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,945 shares; 2024Q4: 130,951 shares; 2025Q1: 135,999 shares; 2025Q2: 135,551 shares; 2025Q3: 132,367 shares; 2025Q4: 130,383 shares; 2026Q1: 135,902 shares 135,902 $41M 0.06% +5,519 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: 337,882 shares; 2024Q4: 369,293 shares; 2025Q1: 394,273 shares; 2025Q2: 382,030 shares; 2025Q3: 401,480 shares; 2025Q4: 454,111 shares; 2026Q1: 517,565 shares 517,565 $40.6M 0.06% +63,454 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: 567,889 shares; 2024Q4: 526,879 shares; 2025Q1: 537,984 shares; 2025Q2: 516,228 shares; 2025Q3: 501,590 shares; 2025Q4: 498,427 shares; 2026Q1: 510,922 shares 510,922 $40.2M 0.06% +12,495 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,317 shares; 2024Q4: 68,006 shares; 2025Q1: 175,155 shares; 2025Q2: 180,660 shares; 2025Q3: 201,565 shares; 2025Q4: 209,640 shares; 2026Q1: 194,243 shares 194,243 $39.4M 0.06% -15,397 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,261,521 shares; 2024Q4: 1,308,109 shares; 2025Q1: 1,357,539 shares; 2025Q2: 1,395,393 shares; 2025Q3: 1,399,635 shares; 2025Q4: 1,417,348 shares; 2026Q1: 1,179,162 shares 1,179,162 $39.3M 0.06% -238,186 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: 254,757 shares; 2024Q4: 240,042 shares; 2025Q1: 178,748 shares; 2025Q2: 170,425 shares; 2025Q3: 192,530 shares; 2025Q4: 275,318 shares; 2026Q1: 282,089 shares 282,089 $39.3M 0.06% +6,771 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: 752,384 shares; 2024Q4: 752,709 shares; 2025Q1: 756,388 shares; 2025Q2: 610,725 shares; 2025Q3: 553,071 shares; 2025Q4: 387,866 shares; 2026Q1: 397,941 shares 397,941 $39.1M 0.06% +10,075 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: 1,138,107 shares; 2024Q4: 1,143,859 shares; 2025Q1: 1,102,500 shares; 2025Q2: 1,141,242 shares; 2025Q3: 904,500 shares; 2025Q4: 880,626 shares; 2026Q1: 830,494 shares 830,494 $39.1M 0.06% -50,132 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: 74,369 shares; 2024Q4: 74,187 shares; 2025Q1: 72,603 shares; 2025Q2: 122,647 shares; 2025Q3: 154,922 shares; 2025Q4: 177,631 shares; 2026Q1: 212,901 shares 212,901 $38.8M 0.06% +35,270 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,493 shares; 2024Q4: 240,619 shares; 2025Q1: 251,614 shares; 2025Q2: 253,134 shares; 2025Q3: 254,034 shares; 2025Q4: 251,205 shares; 2026Q1: 322,885 shares 322,885 $38.6M 0.06% +71,680 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: 430,243 shares; 2024Q4: 424,717 shares; 2025Q1: 429,015 shares; 2025Q2: 428,982 shares; 2025Q3: 371,300 shares; 2025Q4: 407,787 shares; 2026Q1: 388,261 shares 388,261 $38.5M 0.06% -19,526 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,078 shares; 2024Q4: 194,556 shares; 2025Q1: 190,615 shares; 2025Q2: 187,116 shares; 2025Q3: 187,027 shares; 2025Q4: 246,090 shares; 2026Q1: 227,672 shares 227,672 $38.5M 0.06% -18,418 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329,230 shares; 2024Q4: 330,654 shares; 2025Q1: 336,595 shares; 2025Q2: 339,055 shares; 2025Q3: 355,133 shares; 2025Q4: 318,945 shares; 2026Q1: 361,235 shares 361,235 $38.3M 0.06% +42,290 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 446,061 shares; 2024Q4: 465,535 shares; 2025Q1: 560,169 shares; 2025Q2: 639,032 shares; 2025Q3: 650,379 shares; 2025Q4: 659,374 shares; 2026Q1: 687,726 shares 687,726 $38.2M 0.06% +28,352 Timeline XT 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: 60,529 shares; 2024Q4: 262,924 shares; 2025Q1: 270,134 shares; 2025Q2: 292,585 shares; 2025Q3: 536,075 shares; 2025Q4: 547,287 shares; 2026Q1: 558,892 shares 558,892 $38.1M 0.06% +11,605 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,225 shares; 2024Q4: 51,808 shares; 2025Q1: 38,650 shares; 2025Q2: 506,258 shares; 2025Q3: 516,255 shares; 2025Q4: 557,294 shares; 2026Q1: 470,634 shares 470,634 $38.1M 0.06% -86,660 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: 522,929 shares; 2024Q4: 600,587 shares; 2025Q1: 703,946 shares; 2025Q2: 453,673 shares; 2025Q3: 573,067 shares; 2025Q4: 557,700 shares; 2026Q1: 754,826 shares 754,826 $38M 0.06% +197,126 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 657,478 shares; 2024Q4: 704,208 shares; 2025Q1: 672,153 shares; 2025Q2: 748,735 shares; 2025Q3: 793,301 shares; 2025Q4: 829,032 shares; 2026Q1: 816,413 shares 816,413 $37.9M 0.06% -12,619 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 429,631 shares; 2024Q4: 451,219 shares; 2025Q1: 435,940 shares; 2025Q2: 391,470 shares; 2025Q3: 398,334 shares; 2025Q4: 325,180 shares; 2026Q1: 279,293 shares 279,293 $37.8M 0.06% -45,887 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 455,338 shares; 2024Q4: 461,203 shares; 2025Q1: 501,081 shares; 2025Q2: 592,891 shares; 2025Q3: 720,753 shares; 2025Q4: 791,632 shares; 2026Q1: 970,233 shares 970,233 $37.8M 0.06% +178,601 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 438,039 shares; 2024Q4: 500,398 shares; 2025Q1: 502,189 shares; 2025Q2: 514,085 shares; 2025Q3: 627,578 shares; 2025Q4: 645,369 shares; 2026Q1: 707,296 shares 707,296 $37.6M 0.06% +61,927 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219,315 shares; 2024Q4: 212,610 shares; 2025Q1: 210,301 shares; 2025Q2: 202,773 shares; 2025Q3: 196,979 shares; 2025Q4: 244,654 shares; 2026Q1: 255,207 shares 255,207 $37.2M 0.06% +10,553 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: 96,556 shares; 2024Q4: 253,102 shares; 2025Q1: 257,793 shares; 2025Q2: 282,875 shares; 2025Q3: 313,788 shares; 2025Q4: 336,828 shares; 2026Q1: 391,343 shares 391,343 $37.2M 0.06% +54,515 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,431,901 shares; 2024Q4: 1,554,458 shares; 2025Q1: 1,669,610 shares; 2025Q2: 1,794,062 shares; 2025Q3: 1,890,410 shares; 2025Q4: 1,199,034 shares; 2026Q1: 1,350,598 shares 1,350,598 $36.9M 0.06% +151,564 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,492 shares; 2024Q4: 219,389 shares; 2025Q1: 220,281 shares; 2025Q2: 216,820 shares; 2025Q3: 227,204 shares; 2025Q4: 256,418 shares; 2026Q1: 242,901 shares 242,901 $36.8M 0.06% -13,517 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: 287,371 shares; 2024Q4: 343,058 shares; 2025Q1: 332,867 shares; 2025Q2: 323,666 shares; 2025Q3: 376,697 shares; 2025Q4: 390,977 shares; 2026Q1: 408,541 shares 408,541 $36.2M 0.06% +17,564 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: 133,810 shares; 2024Q4: 134,666 shares; 2025Q1: 138,370 shares; 2025Q2: 137,672 shares; 2025Q3: 137,007 shares; 2025Q4: 135,169 shares; 2026Q1: 125,843 shares 125,843 $36.1M 0.06% -9,326 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: 411,576 shares; 2024Q4: 419,163 shares; 2025Q1: 425,836 shares; 2025Q2: 430,855 shares; 2025Q3: 429,125 shares; 2025Q4: 481,179 shares; 2026Q1: 495,080 shares 495,080 $36M 0.06% +13,901 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: 308,653 shares; 2024Q4: 386,368 shares; 2025Q1: 324,026 shares; 2025Q2: 350,578 shares; 2025Q3: 356,037 shares; 2025Q4: 328,222 shares; 2026Q1: 339,274 shares 339,274 $36M 0.06% +11,052 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,247 shares; 2024Q4: 989,355 shares; 2025Q1: 1,031,679 shares; 2025Q2: 1,128,250 shares; 2025Q3: 1,260,574 shares; 2025Q4: 1,355,420 shares; 2026Q1: 1,445,430 shares 1,445,430 $36M 0.06% +90,010 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: 125,454 shares; 2024Q4: 149,029 shares; 2025Q1: 141,159 shares; 2025Q2: 142,661 shares; 2025Q3: 149,492 shares; 2025Q4: 288,642 shares; 2026Q1: 265,827 shares 265,827 $35.3M 0.06% -22,815 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: 1,625,095 shares; 2024Q4: 1,649,670 shares; 2025Q1: 1,721,404 shares; 2025Q2: 1,731,203 shares; 2025Q3: 1,736,790 shares; 2025Q4: 1,771,628 shares; 2026Q1: 1,962,134 shares 1,962,134 $34.8M 0.05% +190,506 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,835 shares; 2024Q4: 57,631 shares; 2025Q1: 59,804 shares; 2025Q2: 60,124 shares; 2025Q3: 62,273 shares; 2025Q4: 61,377 shares; 2026Q1: 64,250 shares 64,250 $34.8M 0.05% +2,873 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: 86,841 shares; 2024Q4: 90,808 shares; 2025Q1: 108,901 shares; 2025Q2: 94,323 shares; 2025Q3: 97,862 shares; 2025Q4: 117,186 shares; 2026Q1: 236,708 shares 236,708 $34.7M 0.05% +119,522 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253,044 shares; 2024Q4: 253,024 shares; 2025Q1: 263,382 shares; 2025Q2: 268,447 shares; 2025Q3: 247,754 shares; 2025Q4: 252,575 shares; 2026Q1: 251,020 shares 251,020 $34.2M 0.05% -1,555 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: 802 shares; 2024Q4: 1,459 shares; 2025Q1: 1,284 shares; 2025Q2: 167,378 shares; 2025Q3: 164,020 shares; 2025Q4: 134,161 shares; 2026Q1: 111,724 shares 111,724 $34M 0.05% -22,437 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: 381,420 shares; 2024Q4: 549,855 shares; 2025Q1: 424,559 shares; 2025Q2: 365,957 shares; 2025Q3: 691,905 shares; 2025Q4: 732,007 shares; 2026Q1: 741,167 shares 741,167 $33.8M 0.05% +9,160 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: 1,351,683 shares; 2024Q4: 1,232,157 shares; 2025Q1: 1,067,779 shares; 2025Q2: 1,004,047 shares; 2025Q3: 832,892 shares; 2025Q4: 718,402 shares; 2026Q1: 625,979 shares 625,979 $33.4M 0.05% -92,423 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,533 shares; 2024Q4: 112,561 shares; 2025Q1: 137,395 shares; 2025Q2: 139,393 shares; 2025Q3: 137,150 shares; 2025Q4: 136,931 shares; 2026Q1: 135,298 shares 135,298 $33.4M 0.05% -1,633 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,942 shares; 2024Q4: 191,021 shares; 2025Q1: 184,933 shares; 2025Q2: 190,772 shares; 2025Q3: 193,869 shares; 2025Q4: 195,079 shares; 2026Q1: 303,545 shares 303,545 $33.3M 0.05% +108,466 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,868 shares; 2024Q4: 53,075 shares; 2025Q1: 51,747 shares; 2025Q2: 51,176 shares; 2025Q3: 49,634 shares; 2025Q4: 50,502 shares; 2026Q1: 53,888 shares 53,888 $33.2M 0.05% +3,386 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: 848,025 shares; 2024Q4: 902,580 shares; 2025Q1: 905,762 shares; 2025Q2: 912,958 shares; 2025Q3: 904,172 shares; 2025Q4: 914,245 shares; 2026Q1: 718,506 shares 718,506 $33.2M 0.05% -195,739 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: 142,859 shares; 2024Q4: 153,082 shares; 2025Q1: 140,346 shares; 2025Q2: 137,603 shares; 2025Q3: 137,590 shares; 2025Q4: 143,982 shares; 2026Q1: 151,976 shares 151,976 $33M 0.05% +7,994 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 844,582 shares; 2024Q4: 858,762 shares; 2025Q1: 936,572 shares; 2025Q2: 1,001,603 shares; 2025Q3: 1,022,172 shares; 2025Q4: 1,056,554 shares; 2026Q1: 1,088,817 shares 1,088,817 $33M 0.05% +32,263 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: 34,709 shares; 2024Q4: 34,146 shares; 2025Q1: 36,175 shares; 2025Q2: 38,219 shares; 2025Q3: 38,296 shares; 2025Q4: 37,891 shares; 2026Q1: 38,117 shares 38,117 $33M 0.05% +226 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,621 shares; 2024Q4: 88,390 shares; 2025Q1: 87,519 shares; 2025Q2: 110,570 shares; 2025Q3: 135,111 shares; 2025Q4: 128,291 shares; 2026Q1: 132,702 shares 132,702 $33M 0.05% +4,411 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 126,160 shares; 2025Q4: 217,132 shares; 2026Q1: 169,033 shares 169,033 $32.9M 0.05% -48,099 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: 384,348 shares; 2024Q4: 381,951 shares; 2025Q1: 418,675 shares; 2025Q2: 423,847 shares; 2025Q3: 487,463 shares; 2025Q4: 672,726 shares; 2026Q1: 622,511 shares 622,511 $32.9M 0.05% -50,215 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,117 shares; 2024Q4: 83,450 shares; 2025Q1: 145,340 shares; 2025Q2: 141,047 shares; 2025Q3: 138,846 shares; 2025Q4: 140,096 shares; 2026Q1: 142,391 shares 142,391 $32.9M 0.05% +2,295 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: 115,584 shares; 2024Q4: 135,466 shares; 2025Q1: 179,814 shares; 2025Q2: 101,722 shares; 2025Q3: 256,336 shares; 2025Q4: 228,407 shares; 2026Q1: 296,592 shares 296,592 $32.3M 0.05% +68,185 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: 271,830 shares; 2024Q4: 247,924 shares; 2025Q1: 245,479 shares; 2025Q2: 230,204 shares; 2025Q3: 185,425 shares; 2025Q4: 156,723 shares; 2026Q1: 136,144 shares 136,144 $31.8M 0.05% -20,579 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,938 shares; 2024Q4: 46,038 shares; 2025Q1: 32,308 shares; 2025Q2: 62,000 shares; 2025Q3: 134,424 shares; 2025Q4: 357,150 shares; 2026Q1: 450,494 shares 450,494 $31.7M 0.05% +93,344 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,287 shares; 2024Q4: 225,483 shares; 2025Q1: 224,174 shares; 2025Q2: 213,419 shares; 2025Q3: 232,952 shares; 2025Q4: 334,953 shares; 2026Q1: 244,939 shares 244,939 $31.4M 0.05% -90,014 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,983 shares; 2024Q4: 120,404 shares; 2025Q1: 121,705 shares; 2025Q2: 137,182 shares; 2025Q3: 127,045 shares; 2025Q4: 132,308 shares; 2026Q1: 142,938 shares 142,938 $31.3M 0.05% +10,630 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,392 shares; 2024Q4: 61,520 shares; 2025Q1: 63,725 shares; 2025Q2: 104,583 shares; 2025Q3: 144,169 shares; 2025Q4: 146,895 shares; 2026Q1: 180,408 shares 180,408 $31.2M 0.05% +33,513 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,110 shares; 2024Q4: 37,110 shares; 2025Q1: 37,110 shares; 2025Q2: 37,110 shares; 2025Q3: 37,110 shares; 2025Q4: 388,852 shares; 2026Q1: 1,203,344 shares 1,203,344 $31M 0.05% +814,492 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,226 shares; 2024Q4: 176,984 shares; 2025Q1: 177,242 shares; 2025Q2: 174,750 shares; 2025Q3: 168,571 shares; 2025Q4: 163,977 shares; 2026Q1: 170,976 shares 170,976 $30.8M 0.05% +6,999 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 480,337 shares; 2024Q4: 589,187 shares; 2025Q1: 687,746 shares; 2025Q2: 692,702 shares; 2025Q3: 759,748 shares; 2025Q4: 805,464 shares; 2026Q1: 835,000 shares 835,000 $30.7M 0.05% +29,536 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,097,895 shares; 2024Q4: 1,097,220 shares; 2025Q1: 1,096,620 shares; 2025Q2: 1,198,411 shares; 2025Q3: 1,005,177 shares; 2025Q4: 941,847 shares; 2026Q1: 1,051,189 shares 1,051,189 $30.5M 0.05% +109,342 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,369 shares; 2024Q4: 46,675 shares; 2025Q1: 61,726 shares; 2025Q2: 61,182 shares; 2025Q3: 63,981 shares; 2025Q4: 85,011 shares; 2026Q1: 93,160 shares 93,160 $30.5M 0.05% +8,149 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,385 shares; 2024Q4: 90,821 shares; 2025Q1: 95,545 shares; 2025Q2: 87,697 shares; 2025Q3: 436,814 shares; 2025Q4: 434,550 shares; 2026Q1: 593,781 shares 593,781 $30.2M 0.05% +159,231 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 753,403 shares; 2024Q4: 806,937 shares; 2025Q1: 924,709 shares; 2025Q2: 1,020,175 shares; 2025Q3: 962,695 shares; 2025Q4: 1,000,472 shares; 2026Q1: 1,177,764 shares 1,177,764 $30.1M 0.05% +177,292 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322,423 shares; 2024Q4: 320,061 shares; 2025Q1: 305,464 shares; 2025Q2: 262,539 shares; 2025Q3: 260,401 shares; 2025Q4: 253,244 shares; 2026Q1: 251,891 shares 251,891 $29.8M 0.05% -1,353 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,430 shares; 2024Q4: 31,651 shares; 2025Q1: 125,558 shares; 2025Q2: 198,325 shares; 2025Q3: 287,743 shares; 2025Q4: 345,336 shares; 2026Q1: 564,454 shares 564,454 $29.8M 0.05% +219,118 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: 387,443 shares; 2024Q4: 391,298 shares; 2025Q1: 155,931 shares; 2025Q2: 135,155 shares; 2025Q3: 130,185 shares; 2025Q4: 128,866 shares; 2026Q1: 120,516 shares 120,516 $29.8M 0.05% -8,350 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: 40,066 shares; 2024Q4: 41,758 shares; 2025Q1: 39,835 shares; 2025Q2: 39,064 shares; 2025Q3: 38,391 shares; 2025Q4: 38,381 shares; 2026Q1: 40,753 shares 40,753 $29.7M 0.05% +2,372 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: 10,554 shares; 2024Q4: 10,862 shares; 2025Q1: 10,677 shares; 2025Q2: 16,511 shares; 2025Q3: 15,334 shares; 2025Q4: 14,847 shares; 2026Q1: 20,164 shares 20,164 $29.7M 0.05% +5,317 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,755 shares; 2024Q4: 126,687 shares; 2025Q1: 139,724 shares; 2025Q2: 109,660 shares; 2025Q3: 102,002 shares; 2025Q4: 112,952 shares; 2026Q1: 345,585 shares 345,585 $29.6M 0.05% +232,633 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 464,260 shares; 2024Q4: 401,903 shares; 2025Q1: 687,008 shares; 2025Q2: 637,765 shares; 2025Q3: 502,336 shares; 2025Q4: 321,203 shares; 2026Q1: 466,080 shares 466,080 $29.3M 0.05% +144,877 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: 38,818 shares; 2024Q4: 38,689 shares; 2025Q1: 34,289 shares; 2025Q2: 36,902 shares; 2025Q3: 37,658 shares; 2025Q4: 43,558 shares; 2026Q1: 41,645 shares 41,645 $29.1M 0.05% -1,913 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,785 shares; 2024Q4: 96,867 shares; 2025Q1: 103,107 shares; 2025Q2: 198,905 shares; 2025Q3: 387,508 shares; 2025Q4: 456,826 shares; 2026Q1: 643,823 shares 643,823 $29M 0.05% +186,997 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 818,771 shares; 2024Q4: 844,952 shares; 2025Q1: 881,965 shares; 2025Q2: 944,010 shares; 2025Q3: 937,724 shares; 2025Q4: 969,747 shares; 2026Q1: 983,506 shares 983,506 $29M 0.05% +13,759 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: 126,636 shares; 2024Q4: 124,946 shares; 2025Q1: 127,365 shares; 2025Q2: 120,075 shares; 2025Q3: 134,370 shares; 2025Q4: 95,089 shares; 2026Q1: 99,670 shares 99,670 $29M 0.05% +4,581 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: 290,700 shares; 2024Q4: 282,375 shares; 2025Q1: 279,650 shares; 2025Q2: 313,645 shares; 2025Q3: 312,481 shares; 2025Q4: 301,601 shares; 2026Q1: 299,473 shares 299,473 $28.9M 0.05% -2,128 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,396 shares; 2024Q4: 5,555 shares; 2025Q1: 14,456 shares; 2025Q2: 5,380 shares; 2025Q3: 5,871 shares; 2025Q4: 266,436 shares; 2026Q1: 307,467 shares 307,467 $28.8M 0.05% +41,031 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: 319,777 shares; 2024Q4: 320,769 shares; 2025Q1: 330,847 shares; 2025Q2: 328,440 shares; 2025Q3: 331,177 shares; 2025Q4: 656,894 shares; 2026Q1: 626,228 shares 626,228 $28.7M 0.04% -30,666 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,229 shares; 2024Q4: 518,728 shares; 2025Q1: 678,875 shares; 2025Q2: 689,032 shares; 2025Q3: 776,206 shares; 2025Q4: 890,002 shares; 2026Q1: 1,052,298 shares 1,052,298 $28.7M 0.04% +162,296 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: 397,861 shares; 2024Q4: 416,151 shares; 2025Q1: 437,977 shares; 2025Q2: 172,531 shares; 2025Q3: 140,386 shares; 2025Q4: 120,843 shares; 2026Q1: 105,767 shares 105,767 $28.6M 0.04% -15,076 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: 452,687 shares; 2024Q4: 449,075 shares; 2025Q1: 434,332 shares; 2025Q2: 435,605 shares; 2025Q3: 436,486 shares; 2025Q4: 458,016 shares; 2026Q1: 501,182 shares 501,182 $28.5M 0.04% +43,166 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,612 shares; 2024Q4: 51,737 shares; 2025Q1: 51,053 shares; 2025Q2: 51,322 shares; 2025Q3: 45,003 shares; 2025Q4: 45,466 shares; 2026Q1: 79,195 shares 79,195 $28.4M 0.04% +33,729 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: 545,547 shares; 2024Q4: 506,401 shares; 2025Q1: 532,879 shares; 2025Q2: 532,117 shares; 2025Q3: 458,876 shares; 2025Q4: 445,922 shares; 2026Q1: 468,115 shares 468,115 $28.4M 0.04% +22,193 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320,807 shares; 2024Q4: 294,615 shares; 2025Q1: 252,900 shares; 2025Q2: 188,058 shares; 2025Q3: 143,536 shares; 2025Q4: 122,997 shares; 2026Q1: 133,415 shares 133,415 $28M 0.04% +10,418 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,601 shares; 2024Q4: 2,014 shares; 2025Q1: 2,417 shares; 2025Q2: 2,500 shares; 2025Q3: 178,735 shares; 2025Q4: 151,328 shares; 2026Q1: 138,624 shares 138,624 $28M 0.04% -12,704 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: 5,689 shares; 2024Q4: 5,650 shares; 2025Q1: 5,590 shares; 2025Q2: 5,448 shares; 2025Q3: 5,640 shares; 2025Q4: 6,064 shares; 2026Q1: 6,608 shares 6,608 $27.8M 0.04% +544 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 738,326 shares; 2025Q4: 608,579 shares; 2026Q1: 589,254 shares 589,254 $27.7M 0.04% -19,325 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: 237,694 shares; 2024Q4: 195,039 shares; 2025Q1: 182,145 shares; 2025Q2: 171,094 shares; 2025Q3: 155,635 shares; 2025Q4: 248,749 shares; 2026Q1: 190,029 shares 190,029 $27.6M 0.04% -58,720 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 444,397 shares; 2024Q4: 473,843 shares; 2025Q1: 471,730 shares; 2025Q2: 350,031 shares; 2025Q3: 359,488 shares; 2025Q4: 331,035 shares; 2026Q1: 293,852 shares 293,852 $27.2M 0.04% -37,183 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,993 shares; 2024Q4: 11,036 shares; 2025Q1: 10,914 shares; 2025Q2: 2,664 shares; 2025Q3: 2,659 shares; 2025Q4: 3,208 shares; 2026Q1: 76,084 shares 76,084 $27.2M 0.04% +72,876 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: 187,113 shares; 2024Q4: 225,508 shares; 2025Q1: 254,591 shares; 2025Q2: 264,200 shares; 2025Q3: 269,629 shares; 2025Q4: 271,346 shares; 2026Q1: 283,665 shares 283,665 $26.7M 0.04% +12,319 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500,499 shares; 2025Q2: 1,000,711 shares; 2025Q3: 876,927 shares; 2025Q4: 773,428 shares; 2026Q1: 1,585,098 shares 1,585,098 $26.7M 0.04% +811,670 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: 5,748 shares; 2024Q4: 10,395 shares; 2025Q1: 5,545 shares; 2025Q2: 5,820 shares; 2025Q3: 5,703 shares; 2025Q4: 34,745 shares; 2026Q1: 35,967 shares 35,967 $26.6M 0.04% +1,222 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 811,584 shares; 2024Q4: 702,962 shares; 2025Q1: 377,675 shares; 2025Q2: 374,803 shares; 2025Q3: 376,790 shares; 2025Q4: 367,837 shares; 2026Q1: 372,119 shares 372,119 $26.5M 0.04% +4,282 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: 88,823 shares; 2024Q4: 76,282 shares; 2025Q1: 77,393 shares; 2025Q2: 74,795 shares; 2025Q3: 75,196 shares; 2025Q4: 75,333 shares; 2026Q1: 77,113 shares 77,113 $26.5M 0.04% +1,780 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,968 shares; 2024Q4: 28,939 shares; 2025Q1: 412,348 shares; 2025Q2: 361,043 shares; 2025Q3: 283,741 shares; 2025Q4: 232,686 shares; 2026Q1: 213,519 shares 213,519 $26.3M 0.04% -19,167 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 133,378 shares 133,378 $26.3M 0.04% new Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,304 shares; 2024Q4: 5,062 shares; 2025Q1: 5,062 shares; 2025Q2: 1,544 shares; 2025Q3: 2,521 shares; 2025Q4: 2,617 shares; 2026Q1: 53,458 shares 53,458 $26.2M 0.04% +50,841 Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 277,386 shares; 2025Q2: 251,422 shares; 2025Q3: 248,370 shares; 2025Q4: 234,934 shares; 2026Q1: 250,141 shares 250,141 $26.2M 0.04% +15,207 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 511,701 shares; 2024Q4: 502,939 shares; 2025Q1: 495,988 shares; 2025Q2: 533,666 shares; 2025Q3: 571,946 shares; 2025Q4: 707,632 shares; 2026Q1: 711,961 shares 711,961 $26.2M 0.04% +4,329 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296,018 shares; 2024Q4: 307,013 shares; 2025Q1: 303,146 shares; 2025Q2: 306,993 shares; 2025Q3: 289,104 shares; 2025Q4: 297,298 shares; 2026Q1: 302,183 shares 302,183 $26.1M 0.04% +4,885 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375,658 shares; 2024Q4: 371,738 shares; 2025Q1: 372,216 shares; 2025Q2: 376,366 shares; 2025Q3: 417,202 shares; 2025Q4: 431,346 shares; 2026Q1: 582,230 shares 582,230 $26M 0.04% +150,884 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 376,049 shares; 2024Q4: 277,929 shares; 2025Q1: 237,162 shares; 2025Q2: 221,466 shares; 2025Q3: 202,514 shares; 2025Q4: 193,805 shares; 2026Q1: 147,612 shares 147,612 $25.9M 0.04% -46,193 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: 117,346 shares; 2024Q4: 181,142 shares; 2025Q1: 227,685 shares; 2025Q2: 227,000 shares; 2025Q3: 210,271 shares; 2025Q4: 205,640 shares; 2026Q1: 197,788 shares 197,788 $25.9M 0.04% -7,852 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: 372,621 shares; 2024Q4: 433,519 shares; 2025Q1: 470,493 shares; 2025Q2: 448,276 shares; 2025Q3: 473,104 shares; 2025Q4: 392,131 shares; 2026Q1: 392,255 shares 392,255 $25.9M 0.04% +124 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260,419 shares; 2024Q4: 261,835 shares; 2025Q1: 278,384 shares; 2025Q2: 279,460 shares; 2025Q3: 267,061 shares; 2025Q4: 251,674 shares; 2026Q1: 258,812 shares 258,812 $25.7M 0.04% +7,138 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 388,953 shares; 2024Q4: 512,016 shares; 2025Q1: 497,094 shares; 2025Q2: 506,206 shares; 2025Q3: 540,732 shares; 2025Q4: 554,218 shares; 2026Q1: 514,944 shares 514,944 $25.6M 0.04% -39,274 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,910 shares; 2024Q4: 79,244 shares; 2025Q1: 53,574 shares; 2025Q2: 63,253 shares; 2025Q3: 71,093 shares; 2025Q4: 76,808 shares; 2026Q1: 130,532 shares 130,532 $25.5M 0.04% +53,724 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321,661 shares; 2024Q4: 316,151 shares; 2025Q1: 323,130 shares; 2025Q2: 335,650 shares; 2025Q3: 359,069 shares; 2025Q4: 387,525 shares; 2026Q1: 484,583 shares 484,583 $25.5M 0.04% +97,058 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 744,248 shares; 2024Q4: 730,221 shares; 2025Q1: 714,736 shares; 2025Q2: 700,428 shares; 2025Q3: 690,334 shares; 2025Q4: 750,492 shares; 2026Q1: 755,809 shares 755,809 $25.3M 0.04% +5,317 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: 17,081 shares; 2024Q4: 18,355 shares; 2025Q1: 37,248 shares; 2025Q2: 208,184 shares; 2025Q3: 264,489 shares; 2025Q4: 265,935 shares; 2026Q1: 336,313 shares 336,313 $25.3M 0.04% +70,378 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 347,670 shares; 2024Q4: 356,508 shares; 2025Q1: 357,931 shares; 2025Q2: 332,418 shares; 2025Q3: 427,527 shares; 2025Q4: 444,358 shares; 2026Q1: 444,837 shares 444,837 $25.2M 0.04% +479 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: 674,195 shares; 2024Q4: 650,505 shares; 2025Q1: 518,356 shares; 2025Q2: 267,111 shares; 2025Q3: 232,139 shares; 2025Q4: 205,540 shares; 2026Q1: 205,159 shares 205,159 $24.9M 0.04% -381 Timeline IJK 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: 203,611 shares; 2024Q4: 210,837 shares; 2025Q1: 212,661 shares; 2025Q2: 216,037 shares; 2025Q3: 249,384 shares; 2025Q4: 245,382 shares; 2026Q1: 246,667 shares 246,667 $24.8M 0.04% +1,285 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,170,855 shares; 2024Q4: 1,198,069 shares; 2025Q1: 747,512 shares; 2025Q2: 723,100 shares; 2025Q3: 767,575 shares; 2025Q4: 535,401 shares; 2026Q1: 488,644 shares 488,644 $24.8M 0.04% -46,757 Timeline DLN 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: 347,286 shares; 2024Q4: 328,342 shares; 2025Q1: 319,451 shares; 2025Q2: 326,362 shares; 2025Q3: 330,397 shares; 2025Q4: 349,806 shares; 2026Q1: 276,256 shares 276,256 $24.7M 0.04% -73,550 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,148 shares; 2024Q4: 117,363 shares; 2025Q1: 105,877 shares; 2025Q2: 105,256 shares; 2025Q3: 104,261 shares; 2025Q4: 167,703 shares; 2026Q1: 169,103 shares 169,103 $24.6M 0.04% +1,400 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: 140,451 shares; 2024Q4: 120,660 shares; 2025Q1: 120,870 shares; 2025Q2: 124,872 shares; 2025Q3: 122,293 shares; 2025Q4: 121,350 shares; 2026Q1: 142,714 shares 142,714 $24.6M 0.04% +21,364 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,550 shares; 2024Q4: 150,501 shares; 2025Q1: 146,190 shares; 2025Q2: 182,517 shares; 2025Q3: 181,832 shares; 2025Q4: 184,773 shares; 2026Q1: 184,874 shares 184,874 $24.4M 0.04% +101 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287,781 shares; 2024Q4: 309,890 shares; 2025Q1: 274,971 shares; 2025Q2: 310,301 shares; 2025Q3: 1,005,468 shares; 2025Q4: 1,031,567 shares; 2026Q1: 1,075,176 shares 1,075,176 $24.1M 0.04% +43,609 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: 156,301 shares; 2024Q4: 178,959 shares; 2025Q1: 189,694 shares; 2025Q2: 171,092 shares; 2025Q3: 160,226 shares; 2025Q4: 161,230 shares; 2026Q1: 217,361 shares 217,361 $24M 0.04% +56,131 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269,838 shares; 2024Q4: 185,244 shares; 2025Q1: 164,771 shares; 2025Q2: 153,660 shares; 2025Q3: 122,155 shares; 2025Q4: 102,708 shares; 2026Q1: 87,394 shares 87,394 $24M 0.04% -15,314 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,527 shares; 2024Q4: 402,848 shares; 2025Q1: 58,226 shares; 2025Q2: 53,893 shares; 2025Q3: 305,789 shares; 2025Q4: 299,212 shares; 2026Q1: 312,993 shares 312,993 $24M 0.04% +13,781 Timeline SAGP ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 416,552 shares; 2024Q4: 413,056 shares; 2025Q1: 467,316 shares; 2025Q2: 435,878 shares; 2025Q3: 610,776 shares; 2025Q4: 623,927 shares; 2026Q1: 697,360 shares 697,360 $23.9M 0.04% +73,433 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,891 shares; 2024Q4: 165,071 shares; 2025Q1: 214,794 shares; 2025Q2: 199,359 shares; 2025Q3: 158,447 shares; 2025Q4: 130,314 shares; 2026Q1: 105,940 shares 105,940 $23.8M 0.04% -24,374 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290,324 shares; 2024Q4: 287,388 shares; 2025Q1: 272,770 shares; 2025Q2: 285,613 shares; 2025Q3: 277,277 shares; 2025Q4: 272,608 shares; 2026Q1: 287,752 shares 287,752 $23.8M 0.04% +15,144 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,472 shares; 2024Q4: 121,173 shares; 2025Q1: 113,069 shares; 2025Q2: 120,933 shares; 2025Q3: 122,391 shares; 2025Q4: 123,615 shares; 2026Q1: 324,343 shares 324,343 $23.6M 0.04% +200,728 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: 116,530 shares; 2024Q4: 110,652 shares; 2025Q1: 110,855 shares; 2025Q2: 113,937 shares; 2025Q3: 115,135 shares; 2025Q4: 120,941 shares; 2026Q1: 127,222 shares 127,222 $23.5M 0.04% +6,281 Timeline FIXD 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: 314,464 shares; 2024Q4: 478,510 shares; 2025Q1: 505,778 shares; 2025Q2: 351,178 shares; 2025Q3: 525,848 shares; 2025Q4: 534,862 shares; 2026Q1: 538,337 shares 538,337 $23.5M 0.04% +3,475 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,580 shares; 2024Q4: 148,463 shares; 2025Q1: 158,281 shares; 2025Q2: 149,286 shares; 2025Q3: 151,895 shares; 2025Q4: 177,685 shares; 2026Q1: 164,374 shares 164,374 $23.4M 0.04% -13,311 Timeline FTC 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: 117,985 shares; 2024Q4: 149,647 shares; 2025Q1: 158,701 shares; 2025Q2: 145,646 shares; 2025Q3: 148,110 shares; 2025Q4: 150,464 shares; 2026Q1: 151,568 shares 151,568 $23.4M 0.04% +1,104 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 693,539 shares; 2024Q4: 624,301 shares; 2025Q1: 527,209 shares; 2025Q2: 489,817 shares; 2025Q3: 388,561 shares; 2025Q4: 323,217 shares; 2026Q1: 273,580 shares 273,580 $23.2M 0.04% -49,637 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: 99,909 shares; 2024Q4: 107,500 shares; 2025Q1: 83,946 shares; 2025Q2: 87,525 shares; 2025Q3: 92,476 shares; 2025Q4: 99,958 shares; 2026Q1: 105,077 shares 105,077 $23M 0.04% +5,119 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 385,950 shares; 2025Q3: 405,952 shares; 2025Q4: 437,315 shares; 2026Q1: 492,201 shares 492,201 $22.8M 0.04% +54,886 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,908 shares; 2024Q4: 5,161 shares; 2025Q1: 6,845 shares; 2025Q2: 7,011 shares; 2025Q3: 6,113 shares; 2025Q4: 10,052 shares; 2026Q1: 267,548 shares 267,548 $22.7M 0.04% +257,496 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 548,958 shares; 2024Q4: 557,928 shares; 2025Q1: 567,912 shares; 2025Q2: 468,088 shares; 2025Q3: 455,199 shares; 2025Q4: 451,042 shares; 2026Q1: 453,194 shares 453,194 $22.4M 0.03% +2,152 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 512,721 shares; 2024Q4: 370,043 shares; 2025Q1: 309,232 shares; 2025Q2: 286,410 shares; 2025Q3: 225,041 shares; 2025Q4: 184,804 shares; 2026Q1: 154,569 shares 154,569 $22.4M 0.03% -30,235 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,482 shares; 2024Q4: 223,640 shares; 2025Q1: 235,039 shares; 2025Q2: 236,167 shares; 2025Q3: 214,546 shares; 2025Q4: 212,515 shares; 2026Q1: 122,794 shares 122,794 $22.4M 0.03% -89,721 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 509,363 shares; 2024Q4: 573,860 shares; 2025Q1: 602,849 shares; 2025Q2: 565,813 shares; 2025Q3: 391,016 shares; 2025Q4: 282,255 shares; 2026Q1: 246,774 shares 246,774 $22.2M 0.03% -35,481 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 421,290 shares; 2024Q4: 383,748 shares; 2025Q1: 366,881 shares; 2025Q2: 524,238 shares; 2025Q3: 775,302 shares; 2025Q4: 283,295 shares; 2026Q1: 835,597 shares 835,597 $22.1M 0.03% +552,302 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: 188,279 shares; 2024Q4: 192,970 shares; 2025Q1: 224,420 shares; 2025Q2: 220,014 shares; 2025Q3: 218,150 shares; 2025Q4: 215,649 shares; 2026Q1: 467,250 shares 467,250 $22M 0.03% +251,601 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: 758,611 shares; 2024Q4: 750,572 shares; 2025Q1: 740,500 shares; 2025Q2: 706,416 shares; 2025Q3: 700,604 shares; 2025Q4: 555,425 shares; 2026Q1: 318,468 shares 318,468 $21.7M 0.03% -236,957 Timeline EZM 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: 282,351 shares; 2024Q4: 292,225 shares; 2025Q1: 292,141 shares; 2025Q2: 310,148 shares; 2025Q3: 324,703 shares; 2025Q4: 332,633 shares; 2026Q1: 322,814 shares 322,814 $21.7M 0.03% -9,819 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,456,790 shares; 2024Q4: 1,571,899 shares; 2025Q1: 1,648,916 shares; 2025Q2: 1,659,329 shares; 2025Q3: 1,767,996 shares; 2025Q4: 1,925,212 shares; 2026Q1: 2,075,806 shares 2,075,806 $21.4M 0.03% +150,594 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: 6,274 shares; 2024Q4: not reported; 2025Q1: 138,334 shares; 2025Q2: 137,267 shares; 2025Q3: 138,373 shares; 2025Q4: 139,441 shares; 2026Q1: 483,311 shares 483,311 $21.3M 0.03% +343,870 Timeline CALF 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: 652,699 shares; 2024Q4: 747,042 shares; 2025Q1: 541,708 shares; 2025Q2: 516,344 shares; 2025Q3: 494,861 shares; 2025Q4: 405,852 shares; 2026Q1: 474,736 shares 474,736 $21.3M 0.03% +68,884 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: 327,222 shares; 2024Q4: 347,251 shares; 2025Q1: 382,312 shares; 2025Q2: 413,843 shares; 2025Q3: 395,505 shares; 2025Q4: 402,734 shares; 2026Q1: 356,975 shares 356,975 $21.3M 0.03% -45,759 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: 66,132 shares; 2024Q4: 96,132 shares; 2025Q1: 101,451 shares; 2025Q2: 126,781 shares; 2025Q3: 157,003 shares; 2025Q4: 162,484 shares; 2026Q1: 178,684 shares 178,684 $21.2M 0.03% +16,200 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: 1,577,610 shares; 2024Q4: 1,385,331 shares; 2025Q1: 1,171,030 shares; 2025Q2: 1,087,541 shares; 2025Q3: 1,135,488 shares; 2025Q4: 692,360 shares; 2026Q1: 735,595 shares 735,595 $21.1M 0.03% +43,235 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,391 shares; 2024Q4: 115,256 shares; 2025Q1: 113,272 shares; 2025Q2: 112,110 shares; 2025Q3: 105,970 shares; 2025Q4: 101,049 shares; 2026Q1: 107,369 shares 107,369 $21M 0.03% +6,320 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,207 shares; 2024Q4: 79,792 shares; 2025Q1: 66,778 shares; 2025Q2: 66,740 shares; 2025Q3: 66,375 shares; 2025Q4: 62,799 shares; 2026Q1: 59,092 shares 59,092 $20.9M 0.03% -3,707 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: 49,979 shares; 2024Q4: 49,740 shares; 2025Q1: 47,977 shares; 2025Q2: 99,393 shares; 2025Q3: 99,269 shares; 2025Q4: 98,051 shares; 2026Q1: 98,276 shares 98,276 $20.8M 0.03% +225 Timeline FV 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: 500,075 shares; 2024Q4: 495,838 shares; 2025Q1: 459,169 shares; 2025Q2: 451,792 shares; 2025Q3: 439,878 shares; 2025Q4: 419,629 shares; 2026Q1: 343,182 shares 343,182 $20.7M 0.03% -76,447 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,637 shares; 2024Q4: 65,289 shares; 2025Q1: 67,480 shares; 2025Q2: 66,550 shares; 2025Q3: 67,922 shares; 2025Q4: 68,045 shares; 2026Q1: 310,187 shares 310,187 $20.6M 0.03% +242,142 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: 162,976 shares; 2024Q4: 181,446 shares; 2025Q1: 202,438 shares; 2025Q2: 195,888 shares; 2025Q3: 236,597 shares; 2025Q4: 290,889 shares; 2026Q1: 897,153 shares 897,153 $20.6M 0.03% +606,264 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: 30,420 shares; 2024Q4: 64,165 shares; 2025Q1: 79,332 shares; 2025Q2: 102,060 shares; 2025Q3: 104,004 shares; 2025Q4: 141,975 shares; 2026Q1: 182,464 shares 182,464 $20.5M 0.03% +40,489 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: 69,821 shares; 2024Q4: 76,855 shares; 2025Q1: 70,370 shares; 2025Q2: 62,868 shares; 2025Q3: 56,103 shares; 2025Q4: 56,323 shares; 2026Q1: 57,559 shares 57,559 $20.5M 0.03% +1,236 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: 78,898 shares; 2024Q4: 98,300 shares; 2025Q1: 99,116 shares; 2025Q2: 101,660 shares; 2025Q3: 100,304 shares; 2025Q4: 98,828 shares; 2026Q1: 84,687 shares 84,687 $20.3M 0.03% -14,141 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,467 shares; 2024Q4: 244,515 shares; 2025Q1: 205,096 shares; 2025Q2: 191,109 shares; 2025Q3: 152,000 shares; 2025Q4: 123,700 shares; 2026Q1: 112,591 shares 112,591 $20.3M 0.03% -11,109 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,209 shares; 2024Q4: 93,071 shares; 2025Q1: 103,222 shares; 2025Q2: 103,628 shares; 2025Q3: 113,316 shares; 2025Q4: 114,944 shares; 2026Q1: 119,601 shares 119,601 $20.2M 0.03% +4,657 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382,610 shares; 2024Q4: 354,237 shares; 2025Q1: 301,153 shares; 2025Q2: 272,207 shares; 2025Q3: 217,213 shares; 2025Q4: 205,605 shares; 2026Q1: 171,630 shares 171,630 $20.2M 0.03% -33,975 Timeline FNX 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: 161,733 shares; 2024Q4: 166,236 shares; 2025Q1: 164,302 shares; 2025Q2: 176,257 shares; 2025Q3: 182,997 shares; 2025Q4: 184,747 shares; 2026Q1: 156,988 shares 156,988 $20.1M 0.03% -27,759 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: 42,611 shares; 2024Q4: 42,409 shares; 2025Q1: 60,703 shares; 2025Q2: 37,430 shares; 2025Q3: 38,838 shares; 2025Q4: 37,961 shares; 2026Q1: 37,401 shares 37,401 $20.1M 0.03% -560 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: 179,220 shares; 2024Q4: 196,210 shares; 2025Q1: 167,992 shares; 2025Q2: 171,319 shares; 2025Q3: 153,713 shares; 2025Q4: 158,454 shares; 2026Q1: 180,560 shares 180,560 $20.1M 0.03% +22,106 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 297,509 shares 297,509 $20M 0.03% new Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,990 shares; 2024Q4: 19,406 shares; 2025Q1: 13,061 shares; 2025Q2: 7,750 shares; 2025Q3: 6,249 shares; 2025Q4: 13,692 shares; 2026Q1: 115,483 shares 115,483 $19.8M 0.03% +101,791 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: 63,189 shares; 2024Q4: 85,244 shares; 2025Q1: 88,818 shares; 2025Q2: 97,267 shares; 2025Q3: 94,440 shares; 2025Q4: 67,855 shares; 2026Q1: 69,572 shares 69,572 $19.7M 0.03% +1,717 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 793,310 shares; 2024Q4: 896,996 shares; 2025Q1: 913,430 shares; 2025Q2: 935,312 shares; 2025Q3: 972,460 shares; 2025Q4: 1,075,147 shares; 2026Q1: 1,090,155 shares 1,090,155 $19.6M 0.03% +15,008 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: 75,534 shares; 2024Q4: 67,753 shares; 2025Q1: 89,031 shares; 2025Q2: 268,183 shares; 2025Q3: 355,032 shares; 2025Q4: 491,707 shares; 2026Q1: 387,770 shares 387,770 $19.6M 0.03% -103,937 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 315,344 shares; 2025Q4: 259,911 shares; 2026Q1: 155,309 shares 155,309 $19.5M 0.03% -104,602 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: 466,988 shares; 2024Q4: 397,343 shares; 2025Q1: 403,158 shares; 2025Q2: 403,824 shares; 2025Q3: 406,475 shares; 2025Q4: 316,600 shares; 2026Q1: 337,646 shares 337,646 $19.5M 0.03% +21,046 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: 113,934 shares; 2024Q4: 112,596 shares; 2025Q1: 131,412 shares; 2025Q2: 124,156 shares; 2025Q3: 125,095 shares; 2025Q4: 123,266 shares; 2026Q1: 125,149 shares 125,149 $19.5M 0.03% +1,883 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: 105,272 shares; 2024Q4: 100,678 shares; 2025Q1: 103,895 shares; 2025Q2: 106,977 shares; 2025Q3: 108,033 shares; 2025Q4: 106,000 shares; 2026Q1: 105,265 shares 105,265 $19.4M 0.03% -735 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,123 shares; 2024Q4: 68,876 shares; 2025Q1: 79,992 shares; 2025Q2: 81,444 shares; 2025Q3: 80,495 shares; 2025Q4: 84,191 shares; 2026Q1: 87,470 shares 87,470 $19.3M 0.03% +3,279 Timeline VSXY VICTORIAS SECRET AND CO More: the full row for VICTORIAS SECRET AND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,563 shares; 2025Q2: 16,713 shares; 2025Q3: 20,248 shares; 2025Q4: 64,282 shares; 2026Q1: 415,662 shares 415,662 $19.3M 0.03% +351,380 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,151 shares; 2024Q4: 151,512 shares; 2025Q1: 154,674 shares; 2025Q2: 155,950 shares; 2025Q3: 152,457 shares; 2025Q4: 149,129 shares; 2026Q1: 141,571 shares 141,571 $19.2M 0.03% -7,558 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,547 shares; 2024Q4: 73,093 shares; 2025Q1: 91,595 shares; 2025Q2: 80,627 shares; 2025Q3: 64,106 shares; 2025Q4: 53,058 shares; 2026Q1: 40,579 shares 40,579 $18.8M 0.03% -12,479 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: 236,990 shares; 2024Q4: 228,607 shares; 2025Q1: 169,367 shares; 2025Q2: 137,986 shares; 2025Q3: 134,092 shares; 2025Q4: 138,265 shares; 2026Q1: 138,258 shares 138,258 $18.8M 0.03% -7 Timeline SIL 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: 120,517 shares; 2024Q4: 122,404 shares; 2025Q1: 122,695 shares; 2025Q2: 170,802 shares; 2025Q3: 204,276 shares; 2025Q4: 213,967 shares; 2026Q1: 208,247 shares 208,247 $18.8M 0.03% -5,720 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: 171,727 shares; 2024Q4: 199,730 shares; 2025Q1: 200,389 shares; 2025Q2: 205,941 shares; 2025Q3: 199,879 shares; 2025Q4: 210,827 shares; 2026Q1: 222,694 shares 222,694 $18.6M 0.03% +11,867 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: 445,763 shares; 2024Q4: 454,793 shares; 2025Q1: 452,530 shares; 2025Q2: 450,491 shares; 2025Q3: 458,141 shares; 2025Q4: 342,789 shares; 2026Q1: 354,423 shares 354,423 $18.6M 0.03% +11,634 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: 95,766 shares; 2024Q4: 95,888 shares; 2025Q1: 107,761 shares; 2025Q2: 108,927 shares; 2025Q3: 155,174 shares; 2025Q4: 152,408 shares; 2026Q1: 156,201 shares 156,201 $18.5M 0.03% +3,793 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: 556,184 shares; 2024Q4: 905,798 shares; 2025Q1: 777,236 shares; 2025Q2: 844,898 shares; 2025Q3: 960,875 shares; 2025Q4: 1,054,839 shares; 2026Q1: 942,629 shares 942,629 $18.5M 0.03% -112,210 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: 177,630 shares; 2024Q4: 180,627 shares; 2025Q1: 265,374 shares; 2025Q2: 282,115 shares; 2025Q3: 293,993 shares; 2025Q4: 312,581 shares; 2026Q1: 354,243 shares 354,243 $18.4M 0.03% +41,662 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,665 shares; 2025Q1: 167,464 shares; 2025Q2: 381,489 shares; 2025Q3: 303,727 shares; 2025Q4: 159,688 shares; 2026Q1: 120,594 shares 120,594 $18.4M 0.03% -39,094 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: 118,314 shares; 2024Q4: 79,744 shares; 2025Q1: 76,683 shares; 2025Q2: 73,494 shares; 2025Q3: 74,463 shares; 2025Q4: 76,054 shares; 2026Q1: 74,936 shares 74,936 $18.3M 0.03% -1,118 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: 526,733 shares; 2024Q4: 877,323 shares; 2025Q1: 712,010 shares; 2025Q2: 760,675 shares; 2025Q3: 843,255 shares; 2025Q4: 872,280 shares; 2026Q1: 895,118 shares 895,118 $18.3M 0.03% +22,838 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: 476,690 shares; 2024Q4: 461,637 shares; 2025Q1: 468,196 shares; 2025Q2: 459,254 shares; 2025Q3: 215,695 shares; 2025Q4: 169,439 shares; 2026Q1: 154,225 shares 154,225 $18.2M 0.03% -15,214 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 181,294 shares; 2025Q1: 206,369 shares; 2025Q2: 205,582 shares; 2025Q3: 205,111 shares; 2025Q4: 175,153 shares; 2026Q1: 154,159 shares 154,159 $18.2M 0.03% -20,994 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: 47,326 shares; 2024Q4: 39,660 shares; 2025Q1: 32,714 shares; 2025Q2: 45,647 shares; 2025Q3: 54,223 shares; 2025Q4: 54,480 shares; 2026Q1: 47,433 shares 47,433 $18.2M 0.03% -7,047 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372,032 shares; 2024Q4: 387,582 shares; 2025Q1: 396,094 shares; 2025Q2: 399,640 shares; 2025Q3: 393,222 shares; 2025Q4: 385,715 shares; 2026Q1: 403,777 shares 403,777 $18.2M 0.03% +18,062 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: 198,729 shares; 2024Q4: 226,001 shares; 2025Q1: 221,976 shares; 2025Q2: 227,952 shares; 2025Q3: 231,257 shares; 2025Q4: 240,139 shares; 2026Q1: 249,769 shares 249,769 $18.1M 0.03% +9,630 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: 429,481 shares; 2024Q4: 252,218 shares; 2025Q1: 286,703 shares; 2025Q2: 297,802 shares; 2025Q3: 321,831 shares; 2025Q4: 334,140 shares; 2026Q1: 251,697 shares 251,697 $18.1M 0.03% -82,443 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,805 shares; 2024Q4: 29,278 shares; 2025Q1: 29,111 shares; 2025Q2: 34,018 shares; 2025Q3: 46,357 shares; 2025Q4: 58,073 shares; 2026Q1: 38,193 shares 38,193 $18.1M 0.03% -19,880 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: 16,489 shares; 2024Q4: 33,886 shares; 2025Q1: 37,135 shares; 2025Q2: 76,569 shares; 2025Q3: 77,076 shares; 2025Q4: 77,146 shares; 2026Q1: 78,094 shares 78,094 $18M 0.03% +948 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316,365 shares; 2024Q4: 318,192 shares; 2025Q1: 314,862 shares; 2025Q2: 319,146 shares; 2025Q3: 324,318 shares; 2025Q4: 349,662 shares; 2026Q1: 378,331 shares 378,331 $18M 0.03% +28,669 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 359,248 shares; 2024Q4: 341,202 shares; 2025Q1: 356,729 shares; 2025Q2: 5,069 shares; 2025Q3: 4,800 shares; 2025Q4: 305,743 shares; 2026Q1: 352,669 shares 352,669 $17.9M 0.03% +46,926 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,450 shares; 2024Q4: 136,457 shares; 2025Q1: 123,549 shares; 2025Q2: 128,742 shares; 2025Q3: 128,982 shares; 2025Q4: 139,210 shares; 2026Q1: 485,967 shares 485,967 $17.9M 0.03% +346,757 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,601 shares; 2024Q4: 220,008 shares; 2025Q1: 208,571 shares; 2025Q2: 175,774 shares; 2025Q3: 179,634 shares; 2025Q4: 182,697 shares; 2026Q1: 185,581 shares 185,581 $17.7M 0.03% +2,884 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: 580,548 shares; 2024Q4: 594,688 shares; 2025Q1: 790,890 shares; 2025Q2: 858,239 shares; 2025Q3: 977,234 shares; 2025Q4: 1,052,020 shares; 2026Q1: 907,602 shares 907,602 $17.7M 0.03% -144,418 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,192 shares; 2024Q4: 206,879 shares; 2025Q1: 185,280 shares; 2025Q2: 215,285 shares; 2025Q3: 217,422 shares; 2025Q4: 148,187 shares; 2026Q1: 153,210 shares 153,210 $17.6M 0.03% +5,023 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,137 shares; 2024Q4: 142,637 shares; 2025Q1: 147,064 shares; 2025Q2: 154,057 shares; 2025Q3: 152,500 shares; 2025Q4: 151,490 shares; 2026Q1: 186,860 shares 186,860 $17.6M 0.03% +35,370 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,991 shares; 2024Q4: 197,151 shares; 2025Q1: 150,800 shares; 2025Q2: 153,534 shares; 2025Q3: 156,241 shares; 2025Q4: 156,518 shares; 2026Q1: 159,489 shares 159,489 $17.5M 0.03% +2,971 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,252 shares; 2024Q4: 95,699 shares; 2025Q1: 85,824 shares; 2025Q2: 87,760 shares; 2025Q3: 89,286 shares; 2025Q4: 89,573 shares; 2026Q1: 91,585 shares 91,585 $17.4M 0.03% +2,012 Timeline NANR 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: 23,570 shares; 2024Q4: 115,108 shares; 2025Q1: 117,428 shares; 2025Q2: 131,909 shares; 2025Q3: 209,092 shares; 2025Q4: 212,758 shares; 2026Q1: 206,520 shares 206,520 $17.3M 0.03% -6,238 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 209,801 shares; 2025Q2: 211,281 shares; 2025Q3: 205,757 shares; 2025Q4: 226,496 shares; 2026Q1: 236,671 shares 236,671 $17.2M 0.03% +10,175 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269,164 shares; 2024Q4: 255,842 shares; 2025Q1: 285,962 shares; 2025Q2: 290,944 shares; 2025Q3: 297,097 shares; 2025Q4: 300,910 shares; 2026Q1: 341,819 shares 341,819 $17.2M 0.03% +40,909 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,871 shares; 2024Q4: 8,286 shares; 2025Q1: 8,037 shares; 2025Q2: 8,437 shares; 2025Q3: 8,454 shares; 2025Q4: 73,159 shares; 2026Q1: 72,049 shares 72,049 $17.2M 0.03% -1,110 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: 59,773 shares; 2024Q4: 542,801 shares; 2025Q1: 753,369 shares; 2025Q2: 804,685 shares; 2025Q3: 857,108 shares; 2025Q4: 887,624 shares; 2026Q1: 917,448 shares 917,448 $17.1M 0.03% +29,824 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 724,883 shares; 2024Q4: 781,472 shares; 2025Q1: 772,874 shares; 2025Q2: 792,223 shares; 2025Q3: 764,296 shares; 2025Q4: 466,425 shares; 2026Q1: 481,001 shares 481,001 $17M 0.03% +14,576 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,621 shares; 2024Q4: 97,110 shares; 2025Q1: 98,515 shares; 2025Q2: 99,400 shares; 2025Q3: 100,086 shares; 2025Q4: 106,404 shares; 2026Q1: 107,989 shares 107,989 $17M 0.03% +1,585 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,948 shares; 2024Q4: 4,114 shares; 2025Q1: not reported; 2025Q2: 5,844 shares; 2025Q3: 5,485 shares; 2025Q4: 123,821 shares; 2026Q1: 231,960 shares 231,960 $17M 0.03% +108,139 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,085 shares; 2024Q4: 93,868 shares; 2025Q1: 94,622 shares; 2025Q2: 95,213 shares; 2025Q3: 94,263 shares; 2025Q4: 95,500 shares; 2026Q1: 93,401 shares 93,401 $16.8M 0.03% -2,099 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: 43,533 shares; 2024Q4: 51,671 shares; 2025Q1: 788,983 shares; 2025Q2: 857,374 shares; 2025Q3: 913,841 shares; 2025Q4: 959,428 shares; 2026Q1: 999,401 shares 999,401 $16.7M 0.03% +39,973 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,254 shares; 2025Q1: 2,343 shares; 2025Q2: 2,668 shares; 2025Q3: 2,618 shares; 2025Q4: 16,293 shares; 2026Q1: 15,508 shares 15,508 $16.6M 0.03% -785 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,637 shares; 2024Q4: 55,537 shares; 2025Q1: 58,590 shares; 2025Q2: 57,444 shares; 2025Q3: 59,279 shares; 2025Q4: 60,121 shares; 2026Q1: 186,248 shares 186,248 $16.5M 0.03% +126,127 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: 169,641 shares; 2024Q4: 164,358 shares; 2025Q1: 167,862 shares; 2025Q2: 170,095 shares; 2025Q3: 166,959 shares; 2025Q4: 184,515 shares; 2026Q1: 193,878 shares 193,878 $16.5M 0.03% +9,363 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,302 shares; 2024Q4: 112,679 shares; 2025Q1: 94,729 shares; 2025Q2: 87,831 shares; 2025Q3: 70,062 shares; 2025Q4: 56,550 shares; 2026Q1: 48,028 shares 48,028 $16.4M 0.03% -8,522 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237,186 shares; 2024Q4: 238,414 shares; 2025Q1: 221,296 shares; 2025Q2: 222,794 shares; 2025Q3: 222,602 shares; 2025Q4: 374,736 shares; 2026Q1: 384,771 shares 384,771 $16.4M 0.03% +10,035 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: 571,892 shares; 2024Q4: 457,229 shares; 2025Q1: 378,264 shares; 2025Q2: 270,726 shares; 2025Q3: 257,224 shares; 2025Q4: 227,192 shares; 2026Q1: 176,024 shares 176,024 $16.3M 0.03% -51,168 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: 83,929 shares; 2024Q4: 82,854 shares; 2025Q1: 76,660 shares; 2025Q2: 56,059 shares; 2025Q3: 75,680 shares; 2025Q4: 86,603 shares; 2026Q1: 51,961 shares 51,961 $16.3M 0.03% -34,642 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 792,613 shares; 2025Q2: 854,762 shares; 2025Q3: 911,375 shares; 2025Q4: 951,917 shares; 2026Q1: 987,210 shares 987,210 $16.2M 0.03% +35,293 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: 32,558 shares; 2024Q4: 30,706 shares; 2025Q1: 28,376 shares; 2025Q2: 70,166 shares; 2025Q3: 69,689 shares; 2025Q4: 70,671 shares; 2026Q1: 325,004 shares 325,004 $16.2M 0.03% +254,333 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,204 shares; 2024Q4: 60,102 shares; 2025Q1: 60,067 shares; 2025Q2: 59,390 shares; 2025Q3: 58,854 shares; 2025Q4: 56,272 shares; 2026Q1: 55,774 shares 55,774 $16.2M 0.03% -498 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,264 shares; 2024Q4: 50,351 shares; 2025Q1: 44,542 shares; 2025Q2: 46,364 shares; 2025Q3: 48,200 shares; 2025Q4: 50,506 shares; 2026Q1: 51,572 shares 51,572 $16.2M 0.03% +1,066 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,004 shares; 2024Q4: 1,108 shares; 2025Q1: 1,113 shares; 2025Q2: 9,966 shares; 2025Q3: 75,274 shares; 2025Q4: 80,490 shares; 2026Q1: 84,375 shares 84,375 $16.2M 0.03% +3,885 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,712 shares; 2024Q4: 140,946 shares; 2025Q1: 171,736 shares; 2025Q2: 146,849 shares; 2025Q3: 122,355 shares; 2025Q4: 102,623 shares; 2026Q1: 124,391 shares 124,391 $16.2M 0.03% +21,768 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: 48,245 shares; 2024Q4: 44,156 shares; 2025Q1: 54,217 shares; 2025Q2: 63,125 shares; 2025Q3: 68,544 shares; 2025Q4: 80,000 shares; 2026Q1: 196,808 shares 196,808 $16.1M 0.03% +116,808 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,887 shares; 2024Q4: 75,944 shares; 2025Q1: 82,042 shares; 2025Q2: 76,286 shares; 2025Q3: 56,857 shares; 2025Q4: 57,925 shares; 2026Q1: 62,560 shares 62,560 $16.1M 0.03% +4,635 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 621,929 shares; 2025Q2: 670,851 shares; 2025Q3: 717,448 shares; 2025Q4: 749,390 shares; 2026Q1: 781,137 shares 781,137 $16.1M 0.03% +31,747 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,807 shares; 2024Q4: 12,678 shares; 2025Q1: 9,104 shares; 2025Q2: 8,687 shares; 2025Q3: 6,836 shares; 2025Q4: 2,918 shares; 2026Q1: 47,209 shares 47,209 $16M 0.02% +44,291 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,513 shares; 2024Q4: 190,266 shares; 2025Q1: 194,354 shares; 2025Q2: 151,882 shares; 2025Q3: 172,353 shares; 2025Q4: 211,491 shares; 2026Q1: 220,353 shares 220,353 $15.9M 0.02% +8,862 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,870 shares; 2024Q4: 99,201 shares; 2025Q1: 101,515 shares; 2025Q2: 91,607 shares; 2025Q3: 97,162 shares; 2025Q4: 94,859 shares; 2026Q1: 97,065 shares 97,065 $15.9M 0.02% +2,206 Timeline VGK 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: 45,671 shares; 2024Q4: 48,768 shares; 2025Q1: 117,045 shares; 2025Q2: 173,658 shares; 2025Q3: 185,340 shares; 2025Q4: 186,164 shares; 2026Q1: 190,632 shares 190,632 $15.7M 0.02% +4,468 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 635,682 shares; 2025Q1: not reported; 2025Q2: 484,084 shares; 2025Q3: 953,267 shares; 2025Q4: 846,168 shares; 2026Q1: 560,562 shares 560,562 $15.7M 0.02% -285,606 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,740 shares; 2024Q4: 40,316 shares; 2025Q1: 39,912 shares; 2025Q2: 55,586 shares; 2025Q3: 55,312 shares; 2025Q4: 61,497 shares; 2026Q1: 39,771 shares 39,771 $15.5M 0.02% -21,726 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 984,948 shares 984,948 $15.5M 0.02% new 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: 392,469 shares; 2024Q4: 386,897 shares; 2025Q1: 414,610 shares; 2025Q2: 410,773 shares; 2025Q3: 376,431 shares; 2025Q4: 375,260 shares; 2026Q1: 377,751 shares 377,751 $15.5M 0.02% +2,491 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,217 shares; 2024Q4: 510,975 shares; 2025Q1: 526,092 shares; 2025Q2: 524,225 shares; 2025Q3: 512,558 shares; 2025Q4: 477,864 shares; 2026Q1: 504,640 shares 504,640 $15.5M 0.02% +26,776 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,951 shares; 2024Q4: 170,546 shares; 2025Q1: 174,939 shares; 2025Q2: 173,730 shares; 2025Q3: 173,927 shares; 2025Q4: 176,576 shares; 2026Q1: 195,321 shares 195,321 $15.4M 0.02% +18,745 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,110 shares; 2024Q4: 32,456 shares; 2025Q1: 35,223 shares; 2025Q2: 108,854 shares; 2025Q3: 136,964 shares; 2025Q4: 148,672 shares; 2026Q1: 204,548 shares 204,548 $15.4M 0.02% +55,876 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 315,233 shares; 2025Q3: 310,063 shares; 2025Q4: 302,972 shares; 2026Q1: 318,108 shares 318,108 $15.4M 0.02% +15,136 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: 16,558 shares; 2024Q4: 12,255 shares; 2025Q1: 14,196 shares; 2025Q2: 17,417 shares; 2025Q3: 57,483 shares; 2025Q4: 55,396 shares; 2026Q1: 155,187 shares 155,187 $15.4M 0.02% +99,791 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: 3,695 shares; 2024Q4: not reported; 2025Q1: 4,976 shares; 2025Q2: 79,429 shares; 2025Q3: 37,473 shares; 2025Q4: 117,043 shares; 2026Q1: 151,869 shares 151,869 $15.3M 0.02% +34,826 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,126 shares; 2024Q4: 180,601 shares; 2025Q1: 126,030 shares; 2025Q2: 114,322 shares; 2025Q3: 104,589 shares; 2025Q4: 362,747 shares; 2026Q1: 337,932 shares 337,932 $15.3M 0.02% -24,815 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95,278 shares; 2026Q1: 129,940 shares 129,940 $15.3M 0.02% +34,662 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: 41,085 shares; 2024Q4: 39,771 shares; 2025Q1: 38,635 shares; 2025Q2: 37,455 shares; 2025Q3: 34,868 shares; 2025Q4: 33,486 shares; 2026Q1: 32,900 shares 32,900 $15.2M 0.02% -586 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,110 shares; 2024Q4: 75,667 shares; 2025Q1: 73,867 shares; 2025Q2: 80,136 shares; 2025Q3: 321,707 shares; 2025Q4: 330,834 shares; 2026Q1: 274,197 shares 274,197 $15.2M 0.02% -56,637 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: 44,969 shares; 2024Q4: 47,506 shares; 2025Q1: 45,741 shares; 2025Q2: 45,329 shares; 2025Q3: 44,961 shares; 2025Q4: 45,705 shares; 2026Q1: 55,119 shares 55,119 $15M 0.02% +9,414 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: 475,627 shares; 2024Q4: 501,563 shares; 2025Q1: 464,628 shares; 2025Q2: 486,986 shares; 2025Q3: 448,687 shares; 2025Q4: 407,652 shares; 2026Q1: 301,446 shares 301,446 $14.9M 0.02% -106,206 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,834 shares; 2024Q4: 254,205 shares; 2025Q1: 263,487 shares; 2025Q2: 265,662 shares; 2025Q3: 274,046 shares; 2025Q4: 250,274 shares; 2026Q1: 261,389 shares 261,389 $14.8M 0.02% +11,115 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: 35,424 shares; 2024Q4: 138,567 shares; 2025Q1: 199,610 shares; 2025Q2: 195,187 shares; 2025Q3: 192,898 shares; 2025Q4: 194,740 shares; 2026Q1: 52,563 shares 52,563 $14.6M 0.02% -142,177 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,428 shares; 2024Q4: 49,689 shares; 2025Q1: 49,968 shares; 2025Q2: 49,522 shares; 2025Q3: 45,291 shares; 2025Q4: 47,696 shares; 2026Q1: 48,866 shares 48,866 $14.6M 0.02% +1,170 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291,032 shares; 2024Q4: 274,563 shares; 2025Q1: 229,400 shares; 2025Q2: 208,577 shares; 2025Q3: 200,462 shares; 2025Q4: 197,314 shares; 2026Q1: 159,044 shares 159,044 $14.6M 0.02% -38,270 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 817,255 shares; 2024Q4: 736,709 shares; 2025Q1: 459,095 shares; 2025Q2: 415,514 shares; 2025Q3: 324,063 shares; 2025Q4: 335,584 shares; 2026Q1: 148,206 shares 148,206 $14.6M 0.02% -187,378 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: 170,584 shares; 2024Q4: 205,354 shares; 2025Q1: 179,071 shares; 2025Q2: 162,416 shares; 2025Q3: 174,209 shares; 2025Q4: 193,401 shares; 2026Q1: 196,084 shares 196,084 $14.4M 0.02% +2,683 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,032 shares; 2024Q4: 2,220 shares; 2025Q1: 165,722 shares; 2025Q2: 153,829 shares; 2025Q3: 121,603 shares; 2025Q4: 146,206 shares; 2026Q1: 57,287 shares 57,287 $14.4M 0.02% -88,919 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 107,677 shares; 2025Q4: 184,211 shares; 2026Q1: 377,214 shares 377,214 $14.3M 0.02% +193,003 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,886 shares; 2024Q4: 184,797 shares; 2025Q1: 210,972 shares; 2025Q2: 194,760 shares; 2025Q3: 191,998 shares; 2025Q4: 170,087 shares; 2026Q1: 180,809 shares 180,809 $14.3M 0.02% +10,722 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 471,810 shares; 2024Q4: 430,369 shares; 2025Q1: 334,974 shares; 2025Q2: 310,080 shares; 2025Q3: 245,900 shares; 2025Q4: 232,314 shares; 2026Q1: 199,827 shares 199,827 $14.3M 0.02% -32,487 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: 322,220 shares; 2024Q4: 319,896 shares; 2025Q1: 331,468 shares; 2025Q2: 323,379 shares; 2025Q3: 311,373 shares; 2025Q4: 308,796 shares; 2026Q1: 309,589 shares 309,589 $14.2M 0.02% +793 Timeline MLPX 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: 131,462 shares; 2024Q4: 146,782 shares; 2025Q1: 285,772 shares; 2025Q2: 266,520 shares; 2025Q3: 260,479 shares; 2025Q4: 171,166 shares; 2026Q1: 191,118 shares 191,118 $14.1M 0.02% +19,952 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,007 shares; 2024Q4: 69,065 shares; 2025Q1: 70,332 shares; 2025Q2: 69,361 shares; 2025Q3: 60,476 shares; 2025Q4: 60,423 shares; 2026Q1: 67,470 shares 67,470 $14.1M 0.02% +7,047 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425,167 shares; 2024Q4: 486,222 shares; 2025Q1: 491,402 shares; 2025Q2: 479,744 shares; 2025Q3: 449,227 shares; 2025Q4: 453,378 shares; 2026Q1: 400,190 shares 400,190 $14.1M 0.02% -53,188 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,949 shares; 2024Q4: 53,245 shares; 2025Q1: 49,045 shares; 2025Q2: 48,779 shares; 2025Q3: 47,560 shares; 2025Q4: 50,917 shares; 2026Q1: 52,825 shares 52,825 $14M 0.02% +1,908 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: 1,724 shares; 2024Q4: 2,505 shares; 2025Q1: 5,640 shares; 2025Q2: 11,026 shares; 2025Q3: 5,463 shares; 2025Q4: 5,489 shares; 2026Q1: 10,101 shares 10,101 $13.9M 0.02% +4,612 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419,345 shares; 2024Q4: 431,689 shares; 2025Q1: 425,392 shares; 2025Q2: 402,439 shares; 2025Q3: 352,384 shares; 2025Q4: 368,025 shares; 2026Q1: 348,044 shares 348,044 $13.9M 0.02% -19,981 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,254 shares; 2024Q4: 40,462 shares; 2025Q1: 40,504 shares; 2025Q2: 38,772 shares; 2025Q3: 42,185 shares; 2025Q4: 42,150 shares; 2026Q1: 52,067 shares 52,067 $13.8M 0.02% +9,917 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 124,827 shares; 2026Q1: 119,845 shares 119,845 $13.8M 0.02% -4,982 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: 440,382 shares; 2024Q4: 404,447 shares; 2025Q1: 79,993 shares; 2025Q2: 79,868 shares; 2025Q3: 79,746 shares; 2025Q4: 80,378 shares; 2026Q1: 87,010 shares 87,010 $13.8M 0.02% +6,632 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,800 shares; 2024Q4: 78,068 shares; 2025Q1: 66,274 shares; 2025Q2: 111,926 shares; 2025Q3: 109,748 shares; 2025Q4: 113,280 shares; 2026Q1: 272,570 shares 272,570 $13.7M 0.02% +159,290 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,482 shares; 2024Q4: 48,426 shares; 2025Q1: 57,062 shares; 2025Q2: 59,807 shares; 2025Q3: 90,848 shares; 2025Q4: 95,594 shares; 2026Q1: 95,662 shares 95,662 $13.7M 0.02% +68 Timeline GCOW 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: 358,163 shares; 2024Q4: 251,278 shares; 2025Q1: 270,109 shares; 2025Q2: 269,706 shares; 2025Q3: 265,888 shares; 2025Q4: 256,759 shares; 2026Q1: 295,354 shares 295,354 $13.7M 0.02% +38,595 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: 314,300 shares; 2024Q4: 318,801 shares; 2025Q1: 336,031 shares; 2025Q2: 345,764 shares; 2025Q3: 376,517 shares; 2025Q4: 299,704 shares; 2026Q1: 264,970 shares 264,970 $13.6M 0.02% -34,734 Timeline PRFZ 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: 554,194 shares; 2024Q4: 299,732 shares; 2025Q1: 295,448 shares; 2025Q2: 297,148 shares; 2025Q3: 292,792 shares; 2025Q4: 293,365 shares; 2026Q1: 294,623 shares 294,623 $13.5M 0.02% +1,258 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: 138,539 shares; 2024Q4: 116,966 shares; 2025Q1: 112,887 shares; 2025Q2: 94,390 shares; 2025Q3: 97,036 shares; 2025Q4: 98,758 shares; 2026Q1: 101,809 shares 101,809 $13.5M 0.02% +3,051 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 264,721 shares; 2025Q3: 183,243 shares; 2025Q4: 230,484 shares; 2026Q1: 208,897 shares 208,897 $13.4M 0.02% -21,587 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213,763 shares; 2024Q4: 216,696 shares; 2025Q1: 221,042 shares; 2025Q2: 223,003 shares; 2025Q3: 220,928 shares; 2025Q4: 223,898 shares; 2026Q1: 223,355 shares 223,355 $13.4M 0.02% -543 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,953 shares; 2024Q4: 95,602 shares; 2025Q1: 97,909 shares; 2025Q2: 103,639 shares; 2025Q3: 221,012 shares; 2025Q4: 225,878 shares; 2026Q1: 228,080 shares 228,080 $13.3M 0.02% +2,202 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238,357 shares; 2024Q4: 244,430 shares; 2025Q1: 251,420 shares; 2025Q2: 251,301 shares; 2025Q3: 256,523 shares; 2025Q4: 269,225 shares; 2026Q1: 268,050 shares 268,050 $13.3M 0.02% -1,175 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,768 shares; 2024Q4: 132,315 shares; 2025Q1: 134,442 shares; 2025Q2: 120,824 shares; 2025Q3: 118,787 shares; 2025Q4: 114,332 shares; 2026Q1: 137,663 shares 137,663 $13.3M 0.02% +23,331 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,419 shares; 2024Q4: 178,259 shares; 2025Q1: 175,218 shares; 2025Q2: 178,800 shares; 2025Q3: 179,389 shares; 2025Q4: 181,163 shares; 2026Q1: 204,007 shares 204,007 $13.3M 0.02% +22,844 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,106 shares; 2024Q4: 9,978 shares; 2025Q1: 7,720 shares; 2025Q2: 7,001 shares; 2025Q3: 7,373 shares; 2025Q4: 5,637 shares; 2026Q1: 162,487 shares 162,487 $13.3M 0.02% +156,850 Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,858 shares; 2024Q4: 102,843 shares; 2025Q1: 120,294 shares; 2025Q2: 121,353 shares; 2025Q3: 118,753 shares; 2025Q4: 131,837 shares; 2026Q1: 139,937 shares 139,937 $13.2M 0.02% +8,100 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301,140 shares; 2024Q4: 159,591 shares; 2025Q1: 163,385 shares; 2025Q2: 165,225 shares; 2025Q3: 155,643 shares; 2025Q4: 153,440 shares; 2026Q1: 125,125 shares 125,125 $13.2M 0.02% -28,315 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: 77,269 shares; 2024Q4: 79,157 shares; 2025Q1: 76,642 shares; 2025Q2: 78,053 shares; 2025Q3: 77,332 shares; 2025Q4: 72,630 shares; 2026Q1: 73,518 shares 73,518 $13.2M 0.02% +888 Timeline RGLO RUSSELL INVTS EXCHANGE TRADE More: the full row for RUSSELL INVTS EXCHANGE TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 438,432 shares; 2025Q3: 423,289 shares; 2025Q4: 422,983 shares; 2026Q1: 453,327 shares 453,327 $13.1M 0.02% +30,344 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,598 shares; 2024Q4: 94,234 shares; 2025Q1: 91,148 shares; 2025Q2: 82,403 shares; 2025Q3: 76,819 shares; 2025Q4: 72,509 shares; 2026Q1: 55,841 shares 55,841 $13.1M 0.02% -16,668 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: 38,493 shares; 2024Q4: 40,723 shares; 2025Q1: 42,535 shares; 2025Q2: 39,596 shares; 2025Q3: 39,731 shares; 2025Q4: 38,423 shares; 2026Q1: 43,186 shares 43,186 $13.1M 0.02% +4,763 Timeline FMDE 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: 8,136 shares; 2024Q4: 8,136 shares; 2025Q1: 8,136 shares; 2025Q2: 8,136 shares; 2025Q3: 208,892 shares; 2025Q4: 316,345 shares; 2026Q1: 362,813 shares 362,813 $13M 0.02% +46,468 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: 911,870 shares; 2024Q4: 492,314 shares; 2025Q1: 421,317 shares; 2025Q2: 294,856 shares; 2025Q3: 273,940 shares; 2025Q4: 292,951 shares; 2026Q1: 295,232 shares 295,232 $13M 0.02% +2,281 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,917 shares; 2024Q4: 197,077 shares; 2025Q1: 193,444 shares; 2025Q2: 257,810 shares; 2025Q3: 254,707 shares; 2025Q4: 251,969 shares; 2026Q1: 282,626 shares 282,626 $12.9M 0.02% +30,657 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88,014 shares; 2025Q3: not reported; 2025Q4: 190,010 shares; 2026Q1: 259,371 shares 259,371 $12.9M 0.02% +69,361 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,468 shares; 2024Q4: 62,671 shares; 2025Q1: 71,520 shares; 2025Q2: 50,898 shares; 2025Q3: 49,025 shares; 2025Q4: 43,454 shares; 2026Q1: 45,636 shares 45,636 $12.9M 0.02% +2,182 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,323 shares; 2024Q4: 29,396 shares; 2025Q1: 32,807 shares; 2025Q2: 34,081 shares; 2025Q3: 33,297 shares; 2025Q4: 34,130 shares; 2026Q1: 35,425 shares 35,425 $12.9M 0.02% +1,295 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,841 shares; 2024Q4: 13,838 shares; 2025Q1: 15,624 shares; 2025Q2: 15,389 shares; 2025Q3: 247,992 shares; 2025Q4: 234,527 shares; 2026Q1: 275,573 shares 275,573 $12.9M 0.02% +41,046 Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,419 shares; 2024Q4: 149,678 shares; 2025Q1: 168,626 shares; 2025Q2: 168,051 shares; 2025Q3: 156,436 shares; 2025Q4: 161,155 shares; 2026Q1: 145,640 shares 145,640 $12.8M 0.02% -15,515 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 431,711 shares 431,711 $12.8M 0.02% new 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: 183,642 shares; 2024Q4: 248,239 shares; 2025Q1: 183,623 shares; 2025Q2: 151,840 shares; 2025Q3: 136,971 shares; 2025Q4: 293,611 shares; 2026Q1: 125,476 shares 125,476 $12.8M 0.02% -168,135 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,122 shares; 2024Q4: 11,818 shares; 2025Q1: 11,977 shares; 2025Q2: 12,269 shares; 2025Q3: 12,368 shares; 2025Q4: 12,241 shares; 2026Q1: 13,075 shares 13,075 $12.8M 0.02% +834 Timeline