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: 803,936 shares; 2024Q4: 816,103 shares; 2025Q1: 831,258 shares; 2025Q2: 797,842 shares; 2025Q3: 961,238 shares; 2025Q4: 963,918 shares; 2026Q1: 957,162 shares 957,162 $243M 2.42% -6,756 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,748,164 shares; 2024Q4: 1,595,808 shares; 2025Q1: not reported; 2025Q2: 3,062,999 shares; 2025Q3: 3,694,128 shares; 2025Q4: 4,024,099 shares; 2026Q1: 3,875,058 shares 3,875,058 $177M 1.76% -149,041 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: 309,237 shares; 2024Q4: 318,573 shares; 2025Q1: 299,969 shares; 2025Q2: 321,625 shares; 2025Q3: 353,683 shares; 2025Q4: 393,787 shares; 2026Q1: 405,561 shares 405,561 $150M 1.49% +11,774 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: 2,081,472 shares; 2024Q4: 4,367,937 shares; 2025Q1: 4,997,010 shares; 2025Q2: 6,235,452 shares; 2025Q3: 5,779,137 shares; 2025Q4: 6,119,180 shares; 2026Q1: 6,426,504 shares 6,426,504 $144M 1.43% +307,324 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451,865 shares; 2024Q4: 468,225 shares; 2025Q1: 754,366 shares; 2025Q2: 648,806 shares; 2025Q3: 740,084 shares; 2025Q4: 1,342,569 shares; 2026Q1: 1,375,898 shares 1,375,898 $135M 1.34% +33,329 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: 834,196 shares; 2024Q4: 881,337 shares; 2025Q1: 972,091 shares; 2025Q2: 1,013,017 shares; 2025Q3: 1,074,596 shares; 2025Q4: 1,148,105 shares; 2026Q1: 1,313,006 shares 1,313,006 $134M 1.33% +164,901 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 599,022 shares; 2024Q4: 620,671 shares; 2025Q1: 628,826 shares; 2025Q2: 655,396 shares; 2025Q3: 677,124 shares; 2025Q4: 712,182 shares; 2026Q1: 787,337 shares 787,337 $122M 1.21% +75,155 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: 50,307 shares; 2024Q4: 56,623 shares; 2025Q1: 59,588 shares; 2025Q2: 54,239 shares; 2025Q3: 76,959 shares; 2025Q4: 79,244 shares; 2026Q1: 4,074,491 shares 4,074,491 $120M 1.19% +3,995,247 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: 623,960 shares; 2024Q4: 632,296 shares; 2025Q1: 1,286,474 shares; 2025Q2: 1,596,810 shares; 2025Q3: 1,514,054 shares; 2025Q4: 1,524,255 shares; 2026Q1: 1,981,597 shares 1,981,597 $112M 1.11% +457,342 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: 567,602 shares; 2024Q4: 562,907 shares; 2025Q1: 405,250 shares; 2025Q2: 429,987 shares; 2025Q3: 643,424 shares; 2025Q4: 636,666 shares; 2026Q1: 639,641 shares 639,641 $112M 1.11% +2,975 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: 260,525 shares; 2024Q4: 294,822 shares; 2025Q1: 342,194 shares; 2025Q2: 409,183 shares; 2025Q3: 545,186 shares; 2025Q4: 748,621 shares; 2026Q1: 2,634,776 shares 2,634,776 $106M 1.05% +1,886,155 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: 272,971 shares; 2024Q4: 311,884 shares; 2025Q1: 368,920 shares; 2025Q2: 470,078 shares; 2025Q3: 599,098 shares; 2025Q4: 731,518 shares; 2026Q1: 2,753,949 shares 2,753,949 $106M 1.05% +2,022,431 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: 492,735 shares; 2024Q4: 501,172 shares; 2025Q1: 570,274 shares; 2025Q2: 591,290 shares; 2025Q3: 613,076 shares; 2025Q4: 613,972 shares; 2026Q1: 585,046 shares 585,046 $99.3M 0.99% -28,926 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: 130,291 shares; 2024Q4: 111,884 shares; 2025Q1: 128,458 shares; 2025Q2: 130,030 shares; 2025Q3: 133,089 shares; 2025Q4: 130,604 shares; 2026Q1: 126,052 shares 126,052 $91.8M 0.91% -4,552 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: 220,162 shares; 2024Q4: 647,896 shares; 2025Q1: 739,708 shares; 2025Q2: 716,680 shares; 2025Q3: 731,023 shares; 2025Q4: 697,613 shares; 2026Q1: 701,084 shares 701,084 $88.6M 0.88% +3,471 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,979,845 shares; 2024Q4: 4,179,349 shares; 2025Q1: 3,571,370 shares; 2025Q2: 3,709,536 shares; 2025Q3: 3,936,386 shares; 2025Q4: 4,194,273 shares; 2026Q1: 3,563,500 shares 3,563,500 $88.2M 0.88% -630,773 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: 70,604 shares; 2024Q4: 72,826 shares; 2025Q1: 70,063 shares; 2025Q2: 71,952 shares; 2025Q3: 86,728 shares; 2025Q4: 88,081 shares; 2026Q1: 85,995 shares 85,995 $85.7M 0.85% -2,086 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: 735,430 shares; 2024Q4: 751,130 shares; 2025Q1: 765,342 shares; 2025Q2: 771,298 shares; 2025Q3: 844,179 shares; 2025Q4: 671,349 shares; 2026Q1: 668,746 shares 668,746 $83.1M 0.83% -2,603 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: 273,314 shares; 2024Q4: 282,475 shares; 2025Q1: 249,752 shares; 2025Q2: 255,305 shares; 2025Q3: 254,691 shares; 2025Q4: 248,865 shares; 2026Q1: 261,677 shares 261,677 $81M 0.81% +12,812 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: 677,989 shares; 2024Q4: 714,507 shares; 2025Q1: 705,955 shares; 2025Q2: 707,734 shares; 2025Q3: 787,690 shares; 2025Q4: 854,876 shares; 2026Q1: 949,261 shares 949,261 $78.6M 0.78% +94,385 Timeline CGCB 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: 12,469 shares; 2024Q4: 38,043 shares; 2025Q1: 61,378 shares; 2025Q2: 76,292 shares; 2025Q3: 125,647 shares; 2025Q4: 189,658 shares; 2026Q1: 2,898,079 shares 2,898,079 $76.1M 0.76% +2,708,421 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: 335,966 shares; 2024Q4: 352,098 shares; 2025Q1: 366,187 shares; 2025Q2: 374,378 shares; 2025Q3: 386,472 shares; 2025Q4: 340,543 shares; 2026Q1: 338,904 shares 338,904 $73.7M 0.73% -1,639 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: 1,432,715 shares; 2024Q4: 1,375,700 shares; 2025Q1: 996,596 shares; 2025Q2: 1,089,506 shares; 2025Q3: 1,129,521 shares; 2025Q4: 993,809 shares; 2026Q1: 788,797 shares 788,797 $73.1M 0.73% -205,012 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: 228,328 shares; 2024Q4: 273,109 shares; 2025Q1: 315,435 shares; 2025Q2: 320,599 shares; 2025Q3: 385,664 shares; 2025Q4: 487,858 shares; 2026Q1: 3,237,956 shares 3,237,956 $72.3M 0.72% +2,750,098 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: 204,636 shares; 2024Q4: 207,010 shares; 2025Q1: 228,952 shares; 2025Q2: 232,745 shares; 2025Q3: 239,156 shares; 2025Q4: 230,757 shares; 2026Q1: 222,045 shares 222,045 $69M 0.69% -8,712 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: 568,629 shares; 2024Q4: 575,198 shares; 2025Q1: 609,706 shares; 2025Q2: 618,304 shares; 2025Q3: 623,624 shares; 2025Q4: 599,147 shares; 2026Q1: 584,490 shares 584,490 $67.7M 0.67% -14,657 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: 207,640 shares; 2024Q4: 212,803 shares; 2025Q1: 232,969 shares; 2025Q2: 239,206 shares; 2025Q3: 253,173 shares; 2025Q4: 198,450 shares; 2026Q1: 199,045 shares 199,045 $65.5M 0.65% +595 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: 236,294 shares; 2024Q4: 247,084 shares; 2025Q1: 209,073 shares; 2025Q2: 210,123 shares; 2025Q3: 290,221 shares; 2025Q4: 298,628 shares; 2026Q1: 302,411 shares 302,411 $63M 0.63% +3,783 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: 154,060 shares; 2024Q4: 163,726 shares; 2025Q1: 142,716 shares; 2025Q2: 140,153 shares; 2025Q3: 203,909 shares; 2025Q4: 207,418 shares; 2026Q1: 218,529 shares 218,529 $62.8M 0.62% +11,111 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: 291,572 shares; 2024Q4: 294,123 shares; 2025Q1: 345,977 shares; 2025Q2: 351,951 shares; 2025Q3: 357,969 shares; 2025Q4: 352,217 shares; 2026Q1: 339,303 shares 339,303 $62.7M 0.62% -12,914 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: 1,080,015 shares; 2024Q4: 1,089,676 shares; 2025Q1: 1,241,823 shares; 2025Q2: 1,270,967 shares; 2025Q3: 1,299,682 shares; 2025Q4: 1,247,593 shares; 2026Q1: 1,239,439 shares 1,239,439 $62.2M 0.62% -8,154 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: 545,713 shares; 2024Q4: 588,250 shares; 2025Q1: 578,627 shares; 2025Q2: 609,071 shares; 2025Q3: 648,042 shares; 2025Q4: 685,058 shares; 2026Q1: 777,684 shares 777,684 $61.6M 0.61% +92,626 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: 158,092 shares; 2024Q4: 159,697 shares; 2025Q1: 179,433 shares; 2025Q2: 181,691 shares; 2025Q3: 183,489 shares; 2025Q4: 175,916 shares; 2026Q1: 167,661 shares 167,661 $60.9M 0.61% -8,255 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: 100,736 shares; 2024Q4: 102,593 shares; 2025Q1: 109,534 shares; 2025Q2: 112,155 shares; 2025Q3: 124,901 shares; 2025Q4: 122,878 shares; 2026Q1: 121,229 shares 121,229 $60.6M 0.6% -1,649 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: 8,528 shares; 2024Q4: 543,544 shares; 2025Q1: 671,969 shares; 2025Q2: 686,771 shares; 2025Q3: 709,356 shares; 2025Q4: 721,749 shares; 2026Q1: 701,530 shares 701,530 $58.7M 0.58% -20,219 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: 225,920 shares; 2024Q4: 228,828 shares; 2025Q1: 261,503 shares; 2025Q2: 286,911 shares; 2025Q3: 296,998 shares; 2025Q4: 291,869 shares; 2026Q1: 289,021 shares 289,021 $56.1M 0.56% -2,848 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: 162,254 shares; 2024Q4: 165,120 shares; 2025Q1: 364,378 shares; 2025Q2: 387,705 shares; 2025Q3: 398,553 shares; 2025Q4: 377,346 shares; 2026Q1: 382,500 shares 382,500 $55.3M 0.55% +5,154 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: 225,950 shares; 2024Q4: 227,735 shares; 2025Q1: 267,445 shares; 2025Q2: 257,501 shares; 2025Q3: 263,693 shares; 2025Q4: 257,780 shares; 2026Q1: 247,083 shares 247,083 $54.1M 0.54% -10,697 Timeline BINV 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 779,674 shares; 2026Q1: 1,303,199 shares 1,303,199 $53.7M 0.53% +523,525 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 647,955 shares 647,955 $52.2M 0.52% new Timeline GQGU 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,928,076 shares 1,928,076 $51.9M 0.52% new 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: 107,463 shares; 2024Q4: 108,766 shares; 2025Q1: 126,107 shares; 2025Q2: 128,440 shares; 2025Q3: 146,533 shares; 2025Q4: 145,131 shares; 2026Q1: 141,901 shares 141,901 $51.6M 0.51% -3,230 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: 493,307 shares; 2024Q4: 412,223 shares; 2025Q1: 38,928 shares; 2025Q2: 37,770 shares; 2025Q3: 499,275 shares; 2025Q4: 538,206 shares; 2026Q1: 982,165 shares 982,165 $51.6M 0.51% +443,959 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: 140,676 shares; 2024Q4: 142,039 shares; 2025Q1: 159,879 shares; 2025Q2: 162,038 shares; 2025Q3: 164,134 shares; 2025Q4: 160,366 shares; 2026Q1: 156,855 shares 156,855 $51.6M 0.51% -3,511 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: 271,245 shares; 2024Q4: 292,431 shares; 2025Q1: 698,764 shares; 2025Q2: 797,860 shares; 2025Q3: 955,746 shares; 2025Q4: 1,042,588 shares; 2026Q1: 1,032,523 shares 1,032,523 $51.5M 0.51% -10,065 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,537 shares; 2024Q4: 2,550 shares; 2025Q1: 344,612 shares; 2025Q2: 1,163,801 shares; 2025Q3: 934,346 shares; 2025Q4: 612,565 shares; 2026Q1: 506,333 shares 506,333 $51M 0.51% -106,232 Timeline CGHY CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,975,581 shares 1,975,581 $49.5M 0.49% new 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: 1,487 shares; 2024Q4: 1,509 shares; 2025Q1: 1,472 shares; 2025Q2: 1,658 shares; 2025Q3: 2,197 shares; 2025Q4: 127,716 shares; 2026Q1: 164,034 shares 164,034 $48.5M 0.48% +36,318 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: 165,789 shares; 2024Q4: 168,907 shares; 2025Q1: 210,843 shares; 2025Q2: 214,377 shares; 2025Q3: 215,691 shares; 2025Q4: 218,846 shares; 2026Q1: 223,111 shares 223,111 $46.9M 0.47% +4,265 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: 140,556 shares; 2024Q4: 147,225 shares; 2025Q1: 125,464 shares; 2025Q2: 129,469 shares; 2025Q3: 140,267 shares; 2025Q4: 150,407 shares; 2026Q1: 158,229 shares 158,229 $46.6M 0.46% +7,822 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: 597,298 shares; 2024Q4: 640,279 shares; 2025Q1: 748,101 shares; 2025Q2: 813,532 shares; 2025Q3: 880,131 shares; 2025Q4: 1,007,371 shares; 2026Q1: 1,093,012 shares 1,093,012 $46.5M 0.46% +85,641 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: 196,922 shares; 2024Q4: 202,516 shares; 2025Q1: 228,488 shares; 2025Q2: 233,449 shares; 2025Q3: 237,226 shares; 2025Q4: 229,997 shares; 2026Q1: 226,830 shares 226,830 $46.1M 0.46% -3,167 Timeline SCHH 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: 856,099 shares; 2024Q4: 888,041 shares; 2025Q1: 1,503,329 shares; 2025Q2: 1,562,239 shares; 2025Q3: 1,679,553 shares; 2025Q4: 1,811,444 shares; 2026Q1: 2,100,294 shares 2,100,294 $45.1M 0.45% +288,850 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: 27,452 shares; 2024Q4: 28,302 shares; 2025Q1: 70,458 shares; 2025Q2: 31,420 shares; 2025Q3: 63,437 shares; 2025Q4: 66,042 shares; 2026Q1: 67,028 shares 67,028 $43.6M 0.43% +986 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: 152,051 shares; 2024Q4: 155,795 shares; 2025Q1: 153,097 shares; 2025Q2: 205,155 shares; 2025Q3: 199,032 shares; 2025Q4: 205,900 shares; 2026Q1: 214,275 shares 214,275 $42.5M 0.42% +8,375 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,339 shares; 2024Q4: 73,535 shares; 2025Q1: 115,816 shares; 2025Q2: 146,366 shares; 2025Q3: 208,349 shares; 2025Q4: 291,549 shares; 2026Q1: 1,341,367 shares 1,341,367 $42.3M 0.42% +1,049,818 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: 292,575 shares; 2024Q4: 298,489 shares; 2025Q1: 323,511 shares; 2025Q2: 332,876 shares; 2025Q3: 331,758 shares; 2025Q4: 330,857 shares; 2026Q1: 328,740 shares 328,740 $42.3M 0.42% -2,117 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: 297,243 shares; 2024Q4: 295,025 shares; 2025Q1: 331,149 shares; 2025Q2: 334,548 shares; 2025Q3: 337,730 shares; 2025Q4: 319,103 shares; 2026Q1: 309,566 shares 309,566 $42.1M 0.42% -9,537 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: 124,839 shares; 2024Q4: 139,077 shares; 2025Q1: 157,046 shares; 2025Q2: 145,255 shares; 2025Q3: 184,816 shares; 2025Q4: 211,031 shares; 2026Q1: 1,615,083 shares 1,615,083 $41.7M 0.41% +1,404,052 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: 44,697 shares; 2024Q4: 49,297 shares; 2025Q1: 50,969 shares; 2025Q2: 52,036 shares; 2025Q3: 61,909 shares; 2025Q4: 65,514 shares; 2026Q1: 72,492 shares 72,492 $41.5M 0.41% +6,978 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: 26,660 shares; 2024Q4: 29,312 shares; 2025Q1: 35,109 shares; 2025Q2: 37,269 shares; 2025Q3: 86,575 shares; 2025Q4: 90,286 shares; 2026Q1: 94,267 shares 94,267 $40.6M 0.4% +3,981 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: 122,591 shares; 2024Q4: 123,690 shares; 2025Q1: 138,537 shares; 2025Q2: 139,861 shares; 2025Q3: 141,519 shares; 2025Q4: 131,324 shares; 2026Q1: 126,395 shares 126,395 $40.5M 0.4% -4,929 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: 134,381 shares; 2024Q4: 107,449 shares; 2025Q1: 119,115 shares; 2025Q2: 594,833 shares; 2025Q3: 279,514 shares; 2025Q4: 328,470 shares; 2026Q1: 341,421 shares 341,421 $40.5M 0.4% +12,951 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,192 shares; 2024Q4: 124,933 shares; 2025Q1: 122,336 shares; 2025Q2: 123,055 shares; 2025Q3: 135,527 shares; 2025Q4: 137,716 shares; 2026Q1: 140,258 shares 140,258 $40.2M 0.4% +2,542 Timeline FLCG FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 584,549 shares; 2026Q1: 1,337,642 shares 1,337,642 $40M 0.4% +753,093 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: 186,643 shares; 2024Q4: 188,428 shares; 2025Q1: 193,189 shares; 2025Q2: 195,331 shares; 2025Q3: 201,753 shares; 2025Q4: 191,192 shares; 2026Q1: 153,186 shares 153,186 $39.9M 0.4% -38,006 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: 302,504 shares; 2024Q4: 306,725 shares; 2025Q1: 338,842 shares; 2025Q2: 344,599 shares; 2025Q3: 348,028 shares; 2025Q4: 280,634 shares; 2026Q1: 274,098 shares 274,098 $39.6M 0.39% -6,536 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70,906 shares; 2025Q2: 140,006 shares; 2025Q3: 379,053 shares; 2025Q4: 619,247 shares; 2026Q1: 1,298,512 shares 1,298,512 $39.6M 0.39% +679,265 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: 73,530 shares; 2024Q4: 74,274 shares; 2025Q1: 89,765 shares; 2025Q2: 92,223 shares; 2025Q3: 94,797 shares; 2025Q4: 92,971 shares; 2026Q1: 90,505 shares 90,505 $39.3M 0.39% -2,466 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: 82,962 shares; 2024Q4: 83,531 shares; 2025Q1: 95,973 shares; 2025Q2: 96,717 shares; 2025Q3: 98,481 shares; 2025Q4: 94,982 shares; 2026Q1: 91,916 shares 91,916 $39.1M 0.39% -3,066 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,878 shares; 2024Q4: 5,088 shares; 2025Q1: 4,676 shares; 2025Q2: 199,875 shares; 2025Q3: 203,556 shares; 2025Q4: 291,641 shares; 2026Q1: 431,988 shares 431,988 $38.9M 0.39% +140,347 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: 401,235 shares; 2024Q4: 402,972 shares; 2025Q1: 471,417 shares; 2025Q2: 478,957 shares; 2025Q3: 484,951 shares; 2025Q4: 474,906 shares; 2026Q1: 456,111 shares 456,111 $38.7M 0.38% -18,795 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: 149,253 shares; 2024Q4: 157,548 shares; 2025Q1: 179,580 shares; 2025Q2: 183,932 shares; 2025Q3: 189,333 shares; 2025Q4: 199,974 shares; 2026Q1: 209,002 shares 209,002 $38.5M 0.38% +9,028 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: 36,613 shares; 2024Q4: 36,043 shares; 2025Q1: 33,916 shares; 2025Q2: 32,441 shares; 2025Q3: 31,519 shares; 2025Q4: 28,106 shares; 2026Q1: 142,750 shares 142,750 $38M 0.38% +114,644 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291,122 shares; 2024Q4: 309,245 shares; 2025Q1: 322,489 shares; 2025Q2: 436,328 shares; 2025Q3: 458,774 shares; 2025Q4: 466,404 shares; 2026Q1: 507,413 shares 507,413 $37.9M 0.38% +41,009 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: 336,537 shares; 2024Q4: 348,332 shares; 2025Q1: 325,757 shares; 2025Q2: 334,083 shares; 2025Q3: 346,766 shares; 2025Q4: 355,448 shares; 2026Q1: 358,635 shares 358,635 $36.8M 0.37% +3,187 Timeline HYBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,852,092 shares; 2024Q4: 1,773,681 shares; 2025Q1: 1,821,330 shares; 2025Q2: 308,926 shares; 2025Q3: 731,275 shares; 2025Q4: 1,081,255 shares; 2026Q1: 791,180 shares 791,180 $36.8M 0.37% -290,075 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,460,733 shares 1,460,733 $36.7M 0.37% new Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 453,739 shares; 2025Q4: 534,944 shares; 2026Q1: 520,683 shares 520,683 $36.6M 0.36% -14,261 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: 72,890 shares; 2024Q4: 76,661 shares; 2025Q1: 78,024 shares; 2025Q2: 80,649 shares; 2025Q3: 106,449 shares; 2025Q4: 116,951 shares; 2026Q1: 121,013 shares 121,013 $36.6M 0.36% +4,062 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: 570,551 shares; 2024Q4: 587,605 shares; 2025Q1: 599,977 shares; 2025Q2: 584,672 shares; 2025Q3: 580,141 shares; 2025Q4: 618,694 shares; 2026Q1: 570,025 shares 570,025 $36.5M 0.36% -48,669 Timeline FIXT TCW ETF TRUST More: the full row for TCW 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: 971,211 shares; 2025Q3: 973,947 shares; 2025Q4: 947,701 shares; 2026Q1: 962,892 shares 962,892 $36.5M 0.36% +15,191 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: 535,723 shares; 2024Q4: 546,744 shares; 2025Q1: 629,723 shares; 2025Q2: 1,207,156 shares; 2025Q3: 1,014,562 shares; 2025Q4: 1,003,643 shares; 2026Q1: 783,401 shares 783,401 $36.3M 0.36% -220,242 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: 1,666 shares; 2024Q4: 1,615 shares; 2025Q1: 1,661 shares; 2025Q2: 11,725 shares; 2025Q3: 12,970 shares; 2025Q4: 140,282 shares; 2026Q1: 191,566 shares 191,566 $36.3M 0.36% +51,284 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: 171,050 shares; 2024Q4: 866,760 shares; 2025Q1: 1,010,704 shares; 2025Q2: 1,037,263 shares; 2025Q3: 1,025,318 shares; 2025Q4: 823,008 shares; 2026Q1: 795,904 shares 795,904 $36.1M 0.36% -27,104 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: 284,464 shares; 2024Q4: 284,936 shares; 2025Q1: 308,385 shares; 2025Q2: 319,263 shares; 2025Q3: 381,213 shares; 2025Q4: 381,086 shares; 2026Q1: 386,842 shares 386,842 $35.9M 0.36% +5,756 Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 713,790 shares 713,790 $35.4M 0.35% new Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,861,963 shares; 2024Q4: 1,985,824 shares; 2025Q1: 2,247,395 shares; 2025Q2: 1,017,515 shares; 2025Q3: 1,105,582 shares; 2025Q4: 1,192,956 shares; 2026Q1: 1,508,372 shares 1,508,372 $35.2M 0.35% +315,416 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: 30,385 shares; 2024Q4: 30,602 shares; 2025Q1: 36,378 shares; 2025Q2: 37,643 shares; 2025Q3: 38,059 shares; 2025Q4: 36,791 shares; 2026Q1: 35,598 shares 35,598 $34.9M 0.35% -1,193 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,172 shares; 2024Q4: 102,303 shares; 2025Q1: 121,462 shares; 2025Q2: 125,455 shares; 2025Q3: 129,719 shares; 2025Q4: 162,213 shares; 2026Q1: 157,298 shares 157,298 $34.1M 0.34% -4,915 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: 47,296 shares; 2024Q4: 50,076 shares; 2025Q1: 51,173 shares; 2025Q2: 54,566 shares; 2025Q3: 55,968 shares; 2025Q4: 56,355 shares; 2026Q1: 58,770 shares 58,770 $33.9M 0.34% +2,415 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 971,387 shares 971,387 $33.7M 0.34% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,254 shares; 2024Q4: 55,546 shares; 2025Q1: 64,541 shares; 2025Q2: 66,520 shares; 2025Q3: 68,303 shares; 2025Q4: 72,771 shares; 2026Q1: 77,916 shares 77,916 $33.7M 0.34% +5,145 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: 83,796 shares; 2024Q4: 88,704 shares; 2025Q1: 101,195 shares; 2025Q2: 103,550 shares; 2025Q3: 106,753 shares; 2025Q4: 113,656 shares; 2026Q1: 129,031 shares 129,031 $33.2M 0.33% +15,375 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,903 shares; 2024Q4: 192,278 shares; 2025Q1: 309,594 shares; 2025Q2: 486,169 shares; 2025Q3: 598,370 shares; 2025Q4: 743,603 shares; 2026Q1: 924,317 shares 924,317 $33.2M 0.33% +180,714 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,207 shares; 2024Q4: 141,056 shares; 2025Q1: 188,722 shares; 2025Q2: 265,893 shares; 2025Q3: 389,669 shares; 2025Q4: 646,639 shares; 2026Q1: 941,932 shares 941,932 $32.4M 0.32% +295,293 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: 121,996 shares; 2024Q4: 125,467 shares; 2025Q1: 123,568 shares; 2025Q2: 125,254 shares; 2025Q3: 128,246 shares; 2025Q4: 138,423 shares; 2026Q1: 131,933 shares 131,933 $32.3M 0.32% -6,490 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: 196,143 shares; 2024Q4: 170,928 shares; 2025Q1: 198,072 shares; 2025Q2: 201,424 shares; 2025Q3: 208,006 shares; 2025Q4: 195,463 shares; 2026Q1: 189,438 shares 189,438 $32M 0.32% -6,025 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: 46,591 shares; 2024Q4: 47,033 shares; 2025Q1: 45,530 shares; 2025Q2: 44,708 shares; 2025Q3: 45,836 shares; 2025Q4: 46,821 shares; 2026Q1: 48,528 shares 48,528 $31.8M 0.32% +1,707 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: 419,499 shares; 2024Q4: 443,561 shares; 2025Q1: 484,278 shares; 2025Q2: 542,214 shares; 2025Q3: 680,615 shares; 2025Q4: 817,694 shares; 2026Q1: 949,627 shares 949,627 $31.7M 0.32% +131,933 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: 336,786 shares; 2024Q4: 332,591 shares; 2025Q1: 326,326 shares; 2025Q2: 367,052 shares; 2025Q3: 402,698 shares; 2025Q4: 419,817 shares; 2026Q1: 459,941 shares 459,941 $31.4M 0.31% +40,124 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: 425,805 shares; 2024Q4: 419,832 shares; 2025Q1: 501,976 shares; 2025Q2: 517,912 shares; 2025Q3: 504,534 shares; 2025Q4: 477,281 shares; 2026Q1: 510,625 shares 510,625 $29.4M 0.29% +33,344 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: 113,672 shares; 2024Q4: 114,861 shares; 2025Q1: 135,003 shares; 2025Q2: 137,449 shares; 2025Q3: 140,190 shares; 2025Q4: 137,256 shares; 2026Q1: 132,052 shares 132,052 $29.2M 0.29% -5,204 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: 31,796 shares; 2024Q4: 33,632 shares; 2025Q1: 33,820 shares; 2025Q2: 40,614 shares; 2025Q3: 41,488 shares; 2025Q4: 42,356 shares; 2026Q1: 41,059 shares 41,059 $29.1M 0.29% -1,297 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: 91,288 shares; 2024Q4: 96,138 shares; 2025Q1: 94,103 shares; 2025Q2: 94,122 shares; 2025Q3: 98,895 shares; 2025Q4: 89,787 shares; 2026Q1: 89,870 shares 89,870 $28.6M 0.28% +83 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: 19,148 shares; 2024Q4: 19,717 shares; 2025Q1: 19,730 shares; 2025Q2: 187,705 shares; 2025Q3: 183,386 shares; 2025Q4: 193,953 shares; 2026Q1: 195,067 shares 195,067 $28.5M 0.28% +1,114 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: 456,920 shares; 2024Q4: 463,837 shares; 2025Q1: 547,773 shares; 2025Q2: 595,233 shares; 2025Q3: 688,032 shares; 2025Q4: 648,868 shares; 2026Q1: 560,399 shares 560,399 $28.3M 0.28% -88,469 Timeline JPHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 561,116 shares 561,116 $28.1M 0.28% new 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: 135,486 shares; 2025Q1: 157,309 shares; 2025Q2: 160,459 shares; 2025Q3: 173,266 shares; 2025Q4: 134,599 shares; 2026Q1: 130,935 shares 130,935 $28M 0.28% -3,664 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 255,595 shares; 2025Q4: 308,921 shares; 2026Q1: 277,457 shares 277,457 $27.7M 0.28% -31,464 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: 147,004 shares; 2024Q4: 149,536 shares; 2025Q1: 174,198 shares; 2025Q2: 175,619 shares; 2025Q3: 177,450 shares; 2025Q4: 175,358 shares; 2026Q1: 169,150 shares 169,150 $27.5M 0.27% -6,208 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: 161,655 shares; 2024Q4: 157,678 shares; 2025Q1: 230,801 shares; 2025Q2: 231,729 shares; 2025Q3: 235,127 shares; 2025Q4: 224,022 shares; 2026Q1: 231,166 shares 231,166 $27.3M 0.27% +7,144 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: 147,259 shares; 2024Q4: 145,012 shares; 2025Q1: 128,698 shares; 2025Q2: 132,975 shares; 2025Q3: 132,198 shares; 2025Q4: 127,134 shares; 2026Q1: 132,041 shares 132,041 $27.3M 0.27% +4,907 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 762,735 shares; 2024Q4: 796,887 shares; 2025Q1: 673,066 shares; 2025Q2: 704,543 shares; 2025Q3: 750,056 shares; 2025Q4: 795,145 shares; 2026Q1: 810,336 shares 810,336 $26.7M 0.27% +15,191 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: 488,892 shares; 2024Q4: 502,811 shares; 2025Q1: 478,177 shares; 2025Q2: 502,705 shares; 2025Q3: 545,525 shares; 2025Q4: 556,244 shares; 2026Q1: 554,403 shares 554,403 $26.1M 0.26% -1,841 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: 127,654 shares; 2024Q4: 129,514 shares; 2025Q1: 151,291 shares; 2025Q2: 157,929 shares; 2025Q3: 169,677 shares; 2025Q4: 162,350 shares; 2026Q1: 163,253 shares 163,253 $25.8M 0.26% +903 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,491 shares; 2024Q4: 227,264 shares; 2025Q1: 246,098 shares; 2025Q2: 251,485 shares; 2025Q3: 264,443 shares; 2025Q4: 276,920 shares; 2026Q1: 270,025 shares 270,025 $24.4M 0.24% -6,895 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: 13,463 shares; 2024Q4: 15,265 shares; 2025Q1: 14,900 shares; 2025Q2: 15,972 shares; 2025Q3: 23,775 shares; 2025Q4: 24,305 shares; 2026Q1: 26,111 shares 26,111 $24M 0.24% +1,806 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,181 shares; 2024Q4: 130,558 shares; 2025Q1: 285,756 shares; 2025Q2: 468,753 shares; 2025Q3: 574,550 shares; 2025Q4: 815,081 shares; 2026Q1: 1,142,976 shares 1,142,976 $24M 0.24% +327,895 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: 50,663 shares; 2024Q4: 54,417 shares; 2025Q1: 53,779 shares; 2025Q2: 57,595 shares; 2025Q3: 62,438 shares; 2025Q4: 64,933 shares; 2026Q1: 67,817 shares 67,817 $23.9M 0.24% +2,884 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: 112,590 shares; 2024Q4: 116,433 shares; 2025Q1: 83,824 shares; 2025Q2: 112,846 shares; 2025Q3: 115,904 shares; 2025Q4: 135,775 shares; 2026Q1: 146,729 shares 146,729 $23.4M 0.23% +10,954 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: 96,223 shares; 2024Q4: 84,257 shares; 2025Q1: 87,132 shares; 2025Q2: 131,671 shares; 2025Q3: 150,501 shares; 2025Q4: 236,209 shares; 2026Q1: 235,405 shares 235,405 $23.4M 0.23% -804 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: 44,256 shares; 2024Q4: 46,802 shares; 2025Q1: 41,362 shares; 2025Q2: 43,255 shares; 2025Q3: 50,640 shares; 2025Q4: 39,337 shares; 2026Q1: 38,578 shares 38,578 $23.3M 0.23% -759 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: 62,566 shares; 2024Q4: 68,097 shares; 2025Q1: 91,951 shares; 2025Q2: 87,299 shares; 2025Q3: 88,787 shares; 2025Q4: 175,955 shares; 2026Q1: 166,122 shares 166,122 $22.1M 0.22% -9,833 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: 92,002 shares; 2024Q4: 93,080 shares; 2025Q1: 95,436 shares; 2025Q2: 88,313 shares; 2025Q3: 86,619 shares; 2025Q4: 85,960 shares; 2026Q1: 74,004 shares 74,004 $21.5M 0.21% -11,956 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: 33,685 shares; 2024Q4: 34,555 shares; 2025Q1: 29,167 shares; 2025Q2: 27,729 shares; 2025Q3: 43,116 shares; 2025Q4: 43,915 shares; 2026Q1: 44,473 shares 44,473 $21.3M 0.21% +558 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 506,839 shares; 2025Q2: 381,878 shares; 2025Q3: 333,024 shares; 2025Q4: 324,476 shares; 2026Q1: 298,894 shares 298,894 $21.2M 0.21% -25,582 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 373,274 shares 373,274 $21.1M 0.21% new 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: 65,044 shares; 2024Q4: 62,737 shares; 2025Q1: 62,401 shares; 2025Q2: 65,973 shares; 2025Q3: 67,825 shares; 2025Q4: 64,764 shares; 2026Q1: 65,770 shares 65,770 $21.1M 0.21% +1,006 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: 236,888 shares; 2024Q4: 240,471 shares; 2025Q1: 255,311 shares; 2025Q2: 244,706 shares; 2025Q3: 248,980 shares; 2025Q4: 237,354 shares; 2026Q1: 241,186 shares 241,186 $20.9M 0.21% +3,832 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: 237,727 shares; 2024Q4: 221,797 shares; 2025Q1: 245,803 shares; 2025Q2: 245,724 shares; 2025Q3: 226,565 shares; 2025Q4: 280,899 shares; 2026Q1: 279,601 shares 279,601 $20.6M 0.2% -1,298 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: 44,814 shares; 2024Q4: 43,776 shares; 2025Q1: 47,106 shares; 2025Q2: 71,517 shares; 2025Q3: 87,579 shares; 2025Q4: 101,779 shares; 2026Q1: 123,331 shares 123,331 $20.4M 0.2% +21,552 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: 381,749 shares; 2024Q4: 391,450 shares; 2025Q1: 444,627 shares; 2025Q2: 474,255 shares; 2025Q3: 493,935 shares; 2025Q4: 472,544 shares; 2026Q1: 164,675 shares 164,675 $19.8M 0.2% -307,869 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: 274,347 shares; 2024Q4: 330,329 shares; 2025Q1: 381,141 shares; 2025Q2: 398,486 shares; 2025Q3: 456,835 shares; 2025Q4: 589,077 shares; 2026Q1: 724,301 shares 724,301 $19.7M 0.2% +135,224 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 469,451 shares; 2024Q4: 544,666 shares; 2025Q1: 607,240 shares; 2025Q2: 684,433 shares; 2025Q3: 723,855 shares; 2025Q4: 752,932 shares; 2026Q1: 809,589 shares 809,589 $19.6M 0.2% +56,657 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: 53,199 shares; 2024Q4: 59,578 shares; 2025Q1: 61,698 shares; 2025Q2: 63,264 shares; 2025Q3: 65,524 shares; 2025Q4: 66,826 shares; 2026Q1: 67,917 shares 67,917 $19.5M 0.19% +1,091 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: 152,675 shares; 2024Q4: 156,186 shares; 2025Q1: 150,432 shares; 2025Q2: 150,078 shares; 2025Q3: 194,448 shares; 2025Q4: 192,629 shares; 2026Q1: 200,127 shares 200,127 $19.3M 0.19% +7,498 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: 92,145 shares; 2024Q4: 96,780 shares; 2025Q1: 103,025 shares; 2025Q2: 104,833 shares; 2025Q3: 103,684 shares; 2025Q4: 91,277 shares; 2026Q1: 79,030 shares 79,030 $19.2M 0.19% -12,247 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 444,945 shares; 2024Q4: 521,283 shares; 2025Q1: 592,281 shares; 2025Q2: 673,159 shares; 2025Q3: 703,584 shares; 2025Q4: 730,315 shares; 2026Q1: 787,989 shares 787,989 $19.1M 0.19% +57,674 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373,949 shares; 2024Q4: 389,421 shares; 2025Q1: 413,820 shares; 2025Q2: 506,366 shares; 2025Q3: 637,390 shares; 2025Q4: 675,760 shares; 2026Q1: 740,653 shares 740,653 $18.8M 0.19% +64,893 Timeline FLHY FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 773,420 shares 773,420 $18.7M 0.19% new 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: 67,580 shares; 2024Q4: 68,415 shares; 2025Q1: 67,376 shares; 2025Q2: 68,460 shares; 2025Q3: 72,340 shares; 2025Q4: 74,055 shares; 2026Q1: 78,233 shares 78,233 $18.5M 0.18% +4,178 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: 20,607 shares; 2024Q4: 19,272 shares; 2025Q1: 18,654 shares; 2025Q2: 18,831 shares; 2025Q3: 18,607 shares; 2025Q4: 142,054 shares; 2026Q1: 305,385 shares 305,385 $18.5M 0.18% +163,331 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: 365,820 shares; 2024Q4: 176,169 shares; 2025Q1: 174,935 shares; 2025Q2: 164,881 shares; 2025Q3: 168,677 shares; 2025Q4: 135,209 shares; 2026Q1: 132,064 shares 132,064 $18.4M 0.18% -3,145 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: 73,807 shares; 2024Q4: 73,097 shares; 2025Q1: 71,599 shares; 2025Q2: 73,341 shares; 2025Q3: 72,561 shares; 2025Q4: 75,189 shares; 2026Q1: 83,405 shares 83,405 $18.1M 0.18% +8,216 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: 52,217 shares; 2024Q4: 51,532 shares; 2025Q1: 49,014 shares; 2025Q2: 50,992 shares; 2025Q3: 51,451 shares; 2025Q4: 52,959 shares; 2026Q1: 59,644 shares 59,644 $18M 0.18% +6,685 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: 44,547 shares; 2024Q4: 47,285 shares; 2025Q1: 46,931 shares; 2025Q2: 43,658 shares; 2025Q3: 52,604 shares; 2025Q4: 57,842 shares; 2026Q1: 66,511 shares 66,511 $18M 0.18% +8,669 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: 33,723 shares; 2024Q4: 34,584 shares; 2025Q1: 30,920 shares; 2025Q2: 34,564 shares; 2025Q3: 36,202 shares; 2025Q4: 34,366 shares; 2026Q1: 33,370 shares 33,370 $18M 0.18% -996 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: 32,380 shares; 2024Q4: 33,025 shares; 2025Q1: 25,912 shares; 2025Q2: 30,671 shares; 2025Q3: 33,001 shares; 2025Q4: 72,269 shares; 2026Q1: 77,007 shares 77,007 $17.7M 0.18% +4,738 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: 17,606 shares; 2024Q4: 17,697 shares; 2025Q1: 17,962 shares; 2025Q2: 32,773 shares; 2025Q3: 49,512 shares; 2025Q4: 52,298 shares; 2026Q1: 52,289 shares 52,289 $17.7M 0.18% -9 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,759 shares; 2024Q4: 21,609 shares; 2025Q1: 659,217 shares; 2025Q2: 664,024 shares; 2025Q3: 708,424 shares; 2025Q4: 751,654 shares; 2026Q1: 803,097 shares 803,097 $17.5M 0.17% +51,443 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: 397,332 shares; 2024Q4: 423,321 shares; 2025Q1: 355,998 shares; 2025Q2: 351,351 shares; 2025Q3: 408,421 shares; 2025Q4: 467,434 shares; 2026Q1: 520,242 shares 520,242 $17.4M 0.17% +52,808 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: 44,414 shares; 2024Q4: 46,335 shares; 2025Q1: 50,956 shares; 2025Q2: 71,019 shares; 2025Q3: 81,609 shares; 2025Q4: 81,708 shares; 2026Q1: 92,847 shares 92,847 $17.3M 0.17% +11,139 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: 10,587 shares; 2024Q4: 11,324 shares; 2025Q1: 11,588 shares; 2025Q2: 13,641 shares; 2025Q3: 16,164 shares; 2025Q4: 146,736 shares; 2026Q1: 177,822 shares 177,822 $17.1M 0.17% +31,086 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,489 shares; 2024Q4: 107,541 shares; 2025Q1: 123,703 shares; 2025Q2: 132,965 shares; 2025Q3: 141,326 shares; 2025Q4: 164,765 shares; 2026Q1: 181,348 shares 181,348 $17M 0.17% +16,583 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: not reported; 2024Q4: not reported; 2025Q1: 165,412 shares; 2025Q2: 187,330 shares; 2025Q3: 193,633 shares; 2025Q4: 196,458 shares; 2026Q1: 212,825 shares 212,825 $16.3M 0.16% +16,367 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,421 shares; 2024Q4: 77,775 shares; 2025Q1: 81,983 shares; 2025Q2: 77,376 shares; 2025Q3: 78,721 shares; 2025Q4: 81,969 shares; 2026Q1: 146,404 shares 146,404 $16.2M 0.16% +64,435 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: 41,177 shares; 2024Q4: 48,649 shares; 2025Q1: 54,363 shares; 2025Q2: 64,140 shares; 2025Q3: 66,117 shares; 2025Q4: 70,676 shares; 2026Q1: 82,001 shares 82,001 $16.1M 0.16% +11,325 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,115 shares; 2025Q2: 96,264 shares; 2025Q3: 208,340 shares; 2025Q4: 349,600 shares; 2026Q1: 534,271 shares 534,271 $15.7M 0.16% +184,671 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: 26,751 shares; 2024Q4: 26,892 shares; 2025Q1: 25,450 shares; 2025Q2: 25,023 shares; 2025Q3: 26,512 shares; 2025Q4: 28,167 shares; 2026Q1: 30,666 shares 30,666 $15.2M 0.15% +2,499 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,468 shares; 2024Q4: 28,415 shares; 2025Q1: 44,399 shares; 2025Q2: 63,771 shares; 2025Q3: 81,239 shares; 2025Q4: 95,983 shares; 2026Q1: 109,484 shares 109,484 $15.1M 0.15% +13,501 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: 80,803 shares; 2024Q4: 86,067 shares; 2025Q1: 63,061 shares; 2025Q2: 72,505 shares; 2025Q3: 72,553 shares; 2025Q4: 72,911 shares; 2026Q1: 76,934 shares 76,934 $14.8M 0.15% +4,023 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: 14,689 shares; 2024Q4: 14,453 shares; 2025Q1: 15,858 shares; 2025Q2: 24,502 shares; 2025Q3: 23,295 shares; 2025Q4: 24,506 shares; 2026Q1: 24,693 shares 24,693 $14.8M 0.15% +187 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: 93,432 shares; 2024Q4: 84,618 shares; 2025Q1: 79,603 shares; 2025Q2: 75,639 shares; 2025Q3: 79,751 shares; 2025Q4: 78,269 shares; 2026Q1: 62,736 shares 62,736 $14.7M 0.15% -15,533 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: 108,148 shares; 2024Q4: 105,329 shares; 2025Q1: 92,364 shares; 2025Q2: 113,448 shares; 2025Q3: 121,391 shares; 2025Q4: 264,612 shares; 2026Q1: 290,988 shares 290,988 $14.2M 0.14% +26,376 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276,059 shares; 2024Q4: 276,009 shares; 2025Q1: 254,941 shares; 2025Q2: 267,054 shares; 2025Q3: 302,782 shares; 2025Q4: 307,577 shares; 2026Q1: 311,361 shares 311,361 $14M 0.14% +3,784 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: 36,539 shares; 2024Q4: 38,208 shares; 2025Q1: 21,509 shares; 2025Q2: 38,688 shares; 2025Q3: 45,026 shares; 2025Q4: 43,868 shares; 2026Q1: 40,543 shares 40,543 $13.9M 0.14% -3,325 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,918 shares; 2024Q4: 205,891 shares; 2025Q1: 227,412 shares; 2025Q2: 235,457 shares; 2025Q3: 241,015 shares; 2025Q4: 225,737 shares; 2026Q1: 226,266 shares 226,266 $13.8M 0.14% +529 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,907 shares; 2025Q4: 6,672 shares; 2026Q1: 150,436 shares 150,436 $13.8M 0.14% +143,764 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,992 shares; 2024Q4: 201,527 shares; 2025Q1: 197,371 shares; 2025Q2: 203,579 shares; 2025Q3: 215,216 shares; 2025Q4: 222,886 shares; 2026Q1: 206,491 shares 206,491 $13.6M 0.13% -16,395 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: 23,349 shares; 2024Q4: 23,815 shares; 2025Q1: 24,710 shares; 2025Q2: 30,478 shares; 2025Q3: 31,382 shares; 2025Q4: 33,692 shares; 2026Q1: 37,769 shares 37,769 $13.5M 0.13% +4,077 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 284,755 shares; 2024Q4: 321,195 shares; 2025Q1: 342,263 shares; 2025Q2: 382,468 shares; 2025Q3: 406,001 shares; 2025Q4: 444,329 shares; 2026Q1: 507,154 shares 507,154 $13.2M 0.13% +62,825 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: 47,549 shares; 2024Q4: 35,531 shares; 2025Q1: 122,795 shares; 2025Q2: 80,250 shares; 2025Q3: 112,246 shares; 2025Q4: 124,385 shares; 2026Q1: 144,111 shares 144,111 $13.2M 0.13% +19,726 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: 48,124 shares; 2024Q4: 46,280 shares; 2025Q1: 46,013 shares; 2025Q2: 22,690 shares; 2025Q3: 50,502 shares; 2025Q4: 50,352 shares; 2026Q1: 50,000 shares 50,000 $13.1M 0.13% -352 Timeline IBTP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,098 shares; 2025Q3: 26,579 shares; 2025Q4: 467,890 shares; 2026Q1: 505,968 shares 505,968 $13M 0.13% +38,078 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: 41,766 shares; 2024Q4: 42,994 shares; 2025Q1: 33,389 shares; 2025Q2: 35,661 shares; 2025Q3: 38,300 shares; 2025Q4: 35,008 shares; 2026Q1: 34,702 shares 34,702 $12.9M 0.13% -306 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: 37,685 shares; 2024Q4: 39,431 shares; 2025Q1: 33,326 shares; 2025Q2: 40,823 shares; 2025Q3: 49,452 shares; 2025Q4: 60,046 shares; 2026Q1: 63,993 shares 63,993 $12.7M 0.13% +3,947 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: 119,863 shares; 2024Q4: 114,837 shares; 2025Q1: 103,008 shares; 2025Q2: 94,320 shares; 2025Q3: 66,272 shares; 2025Q4: 74,551 shares; 2026Q1: 81,467 shares 81,467 $12.7M 0.13% +6,916 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: 28,094 shares; 2024Q4: 28,595 shares; 2025Q1: 30,243 shares; 2025Q2: 29,314 shares; 2025Q3: 9,852 shares; 2025Q4: 7,631 shares; 2026Q1: 125,276 shares 125,276 $12.6M 0.13% +117,645 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,400 shares; 2024Q4: 297,524 shares; 2025Q1: 475,255 shares; 2025Q2: 497,433 shares; 2025Q3: 534,188 shares; 2025Q4: 557,439 shares; 2026Q1: 406,632 shares 406,632 $12.6M 0.13% -150,807 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 339,212 shares; 2025Q3: 325,446 shares; 2025Q4: 172,674 shares; 2026Q1: 165,882 shares 165,882 $12.5M 0.12% -6,792 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: 3,250 shares; 2024Q4: 2,802 shares; 2025Q1: 3,359 shares; 2025Q2: 7,547 shares; 2025Q3: 8,456 shares; 2025Q4: 8,677 shares; 2026Q1: 9,457 shares 9,457 $12.5M 0.12% +780 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 744,305 shares; 2024Q4: 766,581 shares; 2025Q1: 787,811 shares; 2025Q2: 693,069 shares; 2025Q3: 708,716 shares; 2025Q4: 691,936 shares; 2026Q1: 662,675 shares 662,675 $12.5M 0.12% -29,261 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 536,706 shares; 2024Q4: 564,043 shares; 2025Q1: 582,760 shares; 2025Q2: 530,289 shares; 2025Q3: 541,531 shares; 2025Q4: 532,415 shares; 2026Q1: 512,278 shares 512,278 $12.3M 0.12% -20,137 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 467,047 shares 467,047 $12.3M 0.12% new 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: 286,198 shares; 2024Q4: 244,547 shares; 2025Q1: 122,805 shares; 2025Q2: 87,245 shares; 2025Q3: 83,536 shares; 2025Q4: 76,812 shares; 2026Q1: 83,686 shares 83,686 $12.2M 0.12% +6,874 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: 31,406 shares; 2024Q4: 31,473 shares; 2025Q1: 16,706 shares; 2025Q2: 17,943 shares; 2025Q3: 20,520 shares; 2025Q4: 21,678 shares; 2026Q1: 21,568 shares 21,568 $12.2M 0.12% -110 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: 16,454 shares; 2024Q4: 23,036 shares; 2025Q1: 26,846 shares; 2025Q2: 27,564 shares; 2025Q3: 31,116 shares; 2025Q4: 56,640 shares; 2026Q1: 56,471 shares 56,471 $12.1M 0.12% -169 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: 47,305 shares; 2024Q4: 47,461 shares; 2025Q1: 44,351 shares; 2025Q2: 42,838 shares; 2025Q3: 41,092 shares; 2025Q4: 36,572 shares; 2026Q1: 36,928 shares 36,928 $12M 0.12% +356 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: 43,015 shares; 2024Q4: 43,596 shares; 2025Q1: 39,743 shares; 2025Q2: 38,750 shares; 2025Q3: 38,467 shares; 2025Q4: 36,169 shares; 2026Q1: 34,981 shares 34,981 $12M 0.12% -1,188 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: 103,037 shares; 2024Q4: 109,133 shares; 2025Q1: 105,886 shares; 2025Q2: 103,644 shares; 2025Q3: 109,614 shares; 2025Q4: 110,354 shares; 2026Q1: 129,442 shares 129,442 $11.9M 0.12% +19,088 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,201 shares; 2024Q4: 23,087 shares; 2025Q1: 20,504 shares; 2025Q2: 28,808 shares; 2025Q3: 31,611 shares; 2025Q4: 30,480 shares; 2026Q1: 58,201 shares 58,201 $11.7M 0.12% +27,721 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,047 shares; 2024Q4: 249,128 shares; 2025Q1: 179,890 shares; 2025Q2: 191,600 shares; 2025Q3: 241,028 shares; 2025Q4: 337,374 shares; 2026Q1: 340,439 shares 340,439 $11.5M 0.11% +3,065 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: 29,744 shares; 2024Q4: 62,858 shares; 2025Q1: 43,922 shares; 2025Q2: 54,392 shares; 2025Q3: 59,225 shares; 2025Q4: 60,811 shares; 2026Q1: 71,587 shares 71,587 $11.5M 0.11% +10,776 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: 37,279 shares; 2024Q4: 42,921 shares; 2025Q1: 45,513 shares; 2025Q2: 49,525 shares; 2025Q3: 54,186 shares; 2025Q4: 57,528 shares; 2026Q1: 63,286 shares 63,286 $11.4M 0.11% +5,758 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: 134,748 shares; 2024Q4: 130,901 shares; 2025Q1: 126,744 shares; 2025Q2: 126,196 shares; 2025Q3: 139,384 shares; 2025Q4: 147,491 shares; 2026Q1: 146,871 shares 146,871 $11.4M 0.11% -620 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,277 shares; 2024Q4: 34,703 shares; 2025Q1: 32,475 shares; 2025Q2: 29,875 shares; 2025Q3: 32,249 shares; 2025Q4: 33,209 shares; 2026Q1: 39,450 shares 39,450 $11.1M 0.11% +6,241 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: 48,029 shares; 2024Q4: 34,911 shares; 2025Q1: 27,195 shares; 2025Q2: 33,421 shares; 2025Q3: 42,601 shares; 2025Q4: 40,311 shares; 2026Q1: 52,947 shares 52,947 $10.8M 0.11% +12,636 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: 41,692 shares; 2024Q4: 69,529 shares; 2025Q1: 45,626 shares; 2025Q2: 48,778 shares; 2025Q3: 78,032 shares; 2025Q4: 79,891 shares; 2026Q1: 80,566 shares 80,566 $10.5M 0.1% +675 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: 179,022 shares; 2024Q4: 197,680 shares; 2025Q1: 251,133 shares; 2025Q2: 306,485 shares; 2025Q3: 320,236 shares; 2025Q4: 290,696 shares; 2026Q1: 264,602 shares 264,602 $10.4M 0.1% -26,094 Timeline PCS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 203,849 shares 203,849 $10.2M 0.1% new Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,113 shares; 2024Q4: 226,011 shares; 2025Q1: 1,288,957 shares; 2025Q2: 304,611 shares; 2025Q3: 350,432 shares; 2025Q4: 454,157 shares; 2026Q1: 460,569 shares 460,569 $10.1M 0.1% +6,412 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,036,057 shares; 2024Q4: 1,257,084 shares; 2025Q1: 396,864 shares; 2025Q2: 408,578 shares; 2025Q3: 431,585 shares; 2025Q4: 421,036 shares; 2026Q1: 430,083 shares 430,083 $10M 0.1% +9,047 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,186 shares; 2024Q4: 42,827 shares; 2025Q1: 39,157 shares; 2025Q2: 37,368 shares; 2025Q3: 38,663 shares; 2025Q4: 39,487 shares; 2026Q1: 42,642 shares 42,642 $9.9M 0.1% +3,155 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: 218,787 shares; 2024Q4: 213,476 shares; 2025Q1: 222,030 shares; 2025Q2: 202,463 shares; 2025Q3: 193,886 shares; 2025Q4: 185,923 shares; 2026Q1: 182,843 shares 182,843 $9.88M 0.1% -3,080 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,362 shares; 2024Q4: 38,540 shares; 2025Q1: 38,215 shares; 2025Q2: 40,826 shares; 2025Q3: 45,480 shares; 2025Q4: 42,895 shares; 2026Q1: 47,564 shares 47,564 $9.87M 0.1% +4,669 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: 142,264 shares; 2024Q4: 147,982 shares; 2025Q1: 148,350 shares; 2025Q2: 154,781 shares; 2025Q3: 167,051 shares; 2025Q4: 168,719 shares; 2026Q1: 188,672 shares 188,672 $9.81M 0.1% +19,953 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,665 shares; 2024Q4: 74,914 shares; 2025Q1: 35,843 shares; 2025Q2: 106,772 shares; 2025Q3: 122,628 shares; 2025Q4: 142,768 shares; 2026Q1: 112,349 shares 112,349 $9.77M 0.1% -30,419 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,714 shares; 2024Q4: 2,783 shares; 2025Q1: 2,322 shares; 2025Q2: 58,109 shares; 2025Q3: 65,193 shares; 2025Q4: 74,967 shares; 2026Q1: 82,908 shares 82,908 $9.75M 0.1% +7,941 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,132 shares; 2024Q4: 40,943 shares; 2025Q1: 65,224 shares; 2025Q2: 80,780 shares; 2025Q3: 83,936 shares; 2025Q4: 94,302 shares; 2026Q1: 104,778 shares 104,778 $9.68M 0.1% +10,476 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: 106,098 shares; 2024Q4: 95,058 shares; 2025Q1: 103,200 shares; 2025Q2: 120,846 shares; 2025Q3: 127,499 shares; 2025Q4: 127,204 shares; 2026Q1: 132,992 shares 132,992 $9.68M 0.1% +5,788 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,021 shares; 2024Q4: 230,426 shares; 2025Q1: 241,021 shares; 2025Q2: 193,706 shares; 2025Q3: 204,357 shares; 2025Q4: 199,697 shares; 2026Q1: 195,027 shares 195,027 $9.65M 0.1% -4,670 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,154 shares; 2024Q4: 1,318 shares; 2025Q1: 1,467 shares; 2025Q2: 1,736 shares; 2025Q3: 2,435 shares; 2025Q4: 2,670 shares; 2026Q1: 2,855 shares 2,855 $9.65M 0.1% +185 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,744 shares; 2024Q4: 73,160 shares; 2025Q1: 76,397 shares; 2025Q2: 100,152 shares; 2025Q3: 275,604 shares; 2025Q4: 274,055 shares; 2026Q1: 380,231 shares 380,231 $9.63M 0.1% +106,176 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: 46,618 shares; 2024Q4: 42,943 shares; 2025Q1: 46,097 shares; 2025Q2: 61,314 shares; 2025Q3: 63,089 shares; 2025Q4: 72,163 shares; 2026Q1: 62,417 shares 62,417 $9.62M 0.1% -9,746 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: 82,015 shares; 2024Q4: 85,921 shares; 2025Q1: 72,613 shares; 2025Q2: 68,984 shares; 2025Q3: 72,721 shares; 2025Q4: 73,979 shares; 2026Q1: 77,005 shares 77,005 $9.58M 0.1% +3,026 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: 37,649 shares; 2024Q4: 39,144 shares; 2025Q1: 28,841 shares; 2025Q2: 29,166 shares; 2025Q3: 29,834 shares; 2025Q4: 28,700 shares; 2026Q1: 31,642 shares 31,642 $9.57M 0.1% +2,942 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: not reported; 2024Q4: 1,001 shares; 2025Q1: 1,487 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,772 shares; 2026Q1: 8,722 shares 8,722 $9.54M 0.09% +950 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,130 shares; 2024Q4: 89,390 shares; 2025Q1: 99,363 shares; 2025Q2: 101,996 shares; 2025Q3: 103,378 shares; 2025Q4: 97,516 shares; 2026Q1: 87,383 shares 87,383 $9.53M 0.09% -10,133 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: 39,954 shares; 2024Q4: 38,823 shares; 2025Q1: 41,823 shares; 2025Q2: 68,609 shares; 2025Q3: 65,647 shares; 2025Q4: 62,637 shares; 2026Q1: 69,742 shares 69,742 $9.48M 0.09% +7,105 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: 215,459 shares; 2024Q4: 214,655 shares; 2025Q1: 74,880 shares; 2025Q2: 78,179 shares; 2025Q3: 97,188 shares; 2025Q4: 104,810 shares; 2026Q1: 102,080 shares 102,080 $9.47M 0.09% -2,730 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: 7,585 shares; 2024Q4: 8,020 shares; 2025Q1: 6,597 shares; 2025Q2: 7,094 shares; 2025Q3: 7,041 shares; 2025Q4: 8,714 shares; 2026Q1: 11,197 shares 11,197 $9.47M 0.09% +2,483 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: 172,917 shares; 2024Q4: 198,083 shares; 2025Q1: 209,406 shares; 2025Q2: 224,622 shares; 2025Q3: 259,788 shares; 2025Q4: 173,112 shares; 2026Q1: 205,514 shares 205,514 $9.45M 0.09% +32,402 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: 64,044 shares; 2024Q4: 62,892 shares; 2025Q1: 62,567 shares; 2025Q2: 63,272 shares; 2025Q3: 59,326 shares; 2025Q4: 55,973 shares; 2026Q1: 49,031 shares 49,031 $9.41M 0.09% -6,942 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: 92,601 shares; 2024Q4: 92,319 shares; 2025Q1: 94,447 shares; 2025Q2: 97,942 shares; 2025Q3: 68,221 shares; 2025Q4: 70,280 shares; 2026Q1: 63,726 shares 63,726 $9.37M 0.09% -6,554 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,079 shares; 2024Q4: 154,395 shares; 2025Q1: 199,436 shares; 2025Q2: 243,042 shares; 2025Q3: 244,938 shares; 2025Q4: 135,612 shares; 2026Q1: 200,109 shares 200,109 $9.23M 0.09% +64,497 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: 82,605 shares; 2024Q4: 83,348 shares; 2025Q1: 83,176 shares; 2025Q2: 82,357 shares; 2025Q3: 79,796 shares; 2025Q4: 85,490 shares; 2026Q1: 84,062 shares 84,062 $9.22M 0.09% -1,428 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: 62,048 shares; 2024Q4: 62,731 shares; 2025Q1: 61,824 shares; 2025Q2: 62,705 shares; 2025Q3: 66,467 shares; 2025Q4: 63,941 shares; 2026Q1: 64,378 shares 64,378 $9.22M 0.09% +437 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: 46,652 shares; 2024Q4: 29,534 shares; 2025Q1: 35,452 shares; 2025Q2: 28,478 shares; 2025Q3: 26,161 shares; 2025Q4: 57,214 shares; 2026Q1: 62,874 shares 62,874 $9.22M 0.09% +5,660 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: 20,615 shares; 2024Q4: 20,582 shares; 2025Q1: 23,018 shares; 2025Q2: 23,425 shares; 2025Q3: 23,229 shares; 2025Q4: 111,381 shares; 2026Q1: 121,529 shares 121,529 $9.15M 0.09% +10,148 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,184 shares; 2024Q4: 166,864 shares; 2025Q1: 174,299 shares; 2025Q2: 226,671 shares; 2025Q3: 296,795 shares; 2025Q4: 293,757 shares; 2026Q1: 334,759 shares 334,759 $9.09M 0.09% +41,002 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: 47,181 shares; 2024Q4: 44,778 shares; 2025Q1: 40,864 shares; 2025Q2: 757,485 shares; 2025Q3: 739,235 shares; 2025Q4: 403,558 shares; 2026Q1: 104,580 shares 104,580 $9.04M 0.09% -298,978 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: 22,296 shares; 2024Q4: 30,252 shares; 2025Q1: 27,106 shares; 2025Q2: 30,653 shares; 2025Q3: 33,036 shares; 2025Q4: 32,597 shares; 2026Q1: 39,377 shares 39,377 $8.9M 0.09% +6,780 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,747 shares; 2024Q4: 251,775 shares; 2025Q1: 250,894 shares; 2025Q2: 268,635 shares; 2025Q3: 291,346 shares; 2025Q4: 290,712 shares; 2026Q1: 305,265 shares 305,265 $8.89M 0.09% +14,553 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: 93,563 shares; 2024Q4: 89,237 shares; 2025Q1: 85,291 shares; 2025Q2: 73,294 shares; 2025Q3: 76,707 shares; 2025Q4: 86,396 shares; 2026Q1: 116,690 shares 116,690 $8.87M 0.09% +30,294 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,157 shares; 2024Q4: 106,014 shares; 2025Q1: 100,301 shares; 2025Q2: 103,106 shares; 2025Q3: 107,318 shares; 2025Q4: 103,402 shares; 2026Q1: 103,678 shares 103,678 $8.84M 0.09% +276 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,339 shares; 2024Q4: 86,544 shares; 2025Q1: 97,800 shares; 2025Q2: 100,588 shares; 2025Q3: 102,167 shares; 2025Q4: 96,732 shares; 2026Q1: 72,296 shares 72,296 $8.83M 0.09% -24,436 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: 104,791 shares; 2024Q4: 104,392 shares; 2025Q1: 68,921 shares; 2025Q2: 69,713 shares; 2025Q3: 104,986 shares; 2025Q4: 107,252 shares; 2026Q1: 140,990 shares 140,990 $8.82M 0.09% +33,738 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: 3,569 shares; 2024Q4: 6,473 shares; 2025Q1: 8,119 shares; 2025Q2: 12,592 shares; 2025Q3: 14,090 shares; 2025Q4: 16,589 shares; 2026Q1: 20,129 shares 20,129 $8.8M 0.09% +3,540 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: 104,238 shares; 2024Q4: 242,934 shares; 2025Q1: 283,321 shares; 2025Q2: 260,893 shares; 2025Q3: 284,466 shares; 2025Q4: 312,610 shares; 2026Q1: 352,097 shares 352,097 $8.77M 0.09% +39,487 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,723 shares; 2024Q4: 41,962 shares; 2025Q1: 2,871 shares; 2025Q2: 35,311 shares; 2025Q3: 77,315 shares; 2025Q4: 82,629 shares; 2026Q1: 79,702 shares 79,702 $8.76M 0.09% -2,927 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: 131,817 shares; 2024Q4: 128,577 shares; 2025Q1: 100,232 shares; 2025Q2: 121,401 shares; 2025Q3: 146,280 shares; 2025Q4: 188,121 shares; 2026Q1: 199,500 shares 199,500 $8.7M 0.09% +11,379 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: 25,529 shares; 2024Q4: 27,569 shares; 2025Q1: 22,627 shares; 2025Q2: 23,472 shares; 2025Q3: 25,920 shares; 2025Q4: 33,653 shares; 2026Q1: 35,522 shares 35,522 $8.62M 0.09% +1,869 Timeline JAVA 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: 23,802 shares; 2024Q4: 23,577 shares; 2025Q1: 20,040 shares; 2025Q2: 83,618 shares; 2025Q3: 83,237 shares; 2025Q4: 78,628 shares; 2026Q1: 117,289 shares 117,289 $8.42M 0.08% +38,661 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,434 shares; 2024Q4: 123,384 shares; 2025Q1: 123,971 shares; 2025Q2: 128,810 shares; 2025Q3: 129,576 shares; 2025Q4: 130,550 shares; 2026Q1: 136,379 shares 136,379 $8.36M 0.08% +5,829 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,147 shares; 2024Q4: 36,360 shares; 2025Q1: 31,134 shares; 2025Q2: 32,822 shares; 2025Q3: 35,483 shares; 2025Q4: 37,057 shares; 2026Q1: 39,197 shares 39,197 $8.32M 0.08% +2,140 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: 113,529 shares; 2024Q4: 336,090 shares; 2025Q1: 354,604 shares; 2025Q2: 370,442 shares; 2025Q3: 398,292 shares; 2025Q4: 421,413 shares; 2026Q1: 265,872 shares 265,872 $8.16M 0.08% -155,541 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,165 shares; 2024Q4: 145,312 shares; 2025Q1: 149,394 shares; 2025Q2: 154,392 shares; 2025Q3: 156,096 shares; 2025Q4: 156,852 shares; 2026Q1: 153,623 shares 153,623 $8.14M 0.08% -3,229 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: 118,258 shares; 2024Q4: 115,241 shares; 2025Q1: 115,275 shares; 2025Q2: 115,143 shares; 2025Q3: 114,470 shares; 2025Q4: 102,530 shares; 2026Q1: 90,699 shares 90,699 $8.13M 0.08% -11,831 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,373 shares; 2025Q3: 21,848 shares; 2025Q4: 17,379 shares; 2026Q1: 67,601 shares 67,601 $8.11M 0.08% +50,222 Timeline FTXL 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: 150,656 shares; 2024Q4: 63,071 shares; 2025Q1: 59,359 shares; 2025Q2: 29,124 shares; 2025Q3: 26,366 shares; 2025Q4: 38,221 shares; 2026Q1: 54,931 shares 54,931 $8.1M 0.08% +16,710 Timeline MISL 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: 31,212 shares; 2024Q4: 30,040 shares; 2025Q1: 42,860 shares; 2025Q2: 55,810 shares; 2025Q3: 51,330 shares; 2025Q4: 101,846 shares; 2026Q1: 177,334 shares 177,334 $7.93M 0.08% +75,488 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: 115,235 shares; 2024Q4: 115,907 shares; 2025Q1: 116,317 shares; 2025Q2: 112,044 shares; 2025Q3: 113,455 shares; 2025Q4: 115,206 shares; 2026Q1: 130,217 shares 130,217 $7.9M 0.08% +15,011 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: 179,344 shares; 2024Q4: 181,410 shares; 2025Q1: 56,297 shares; 2025Q2: 55,003 shares; 2025Q3: 53,139 shares; 2025Q4: 110,284 shares; 2026Q1: 126,351 shares 126,351 $7.74M 0.08% +16,067 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: 15,403 shares; 2024Q4: 18,111 shares; 2025Q1: 20,865 shares; 2025Q2: 23,459 shares; 2025Q3: 24,773 shares; 2025Q4: 25,227 shares; 2026Q1: 27,200 shares 27,200 $7.72M 0.08% +1,973 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,097 shares; 2024Q4: 94,488 shares; 2025Q1: 133,413 shares; 2025Q2: 178,145 shares; 2025Q3: 221,117 shares; 2025Q4: 318,846 shares; 2026Q1: 366,373 shares 366,373 $7.6M 0.08% +47,527 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: 92,874 shares; 2024Q4: 99,146 shares; 2025Q1: 70,974 shares; 2025Q2: 75,240 shares; 2025Q3: 73,732 shares; 2025Q4: 155,244 shares; 2026Q1: 163,747 shares 163,747 $7.51M 0.07% +8,503 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,006 shares; 2024Q4: 73,232 shares; 2025Q1: 19,575 shares; 2025Q2: 15,512 shares; 2025Q3: 65,982 shares; 2025Q4: 66,122 shares; 2026Q1: 66,872 shares 66,872 $7.51M 0.07% +750 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: 31,180 shares; 2024Q4: 34,216 shares; 2025Q1: 37,468 shares; 2025Q2: 42,471 shares; 2025Q3: 45,288 shares; 2025Q4: 48,380 shares; 2026Q1: 49,679 shares 49,679 $7.36M 0.07% +1,299 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,475 shares; 2024Q4: 91,233 shares; 2025Q1: 98,835 shares; 2025Q2: 30,583 shares; 2025Q3: 40,789 shares; 2025Q4: 36,557 shares; 2026Q1: 35,376 shares 35,376 $7.36M 0.07% -1,181 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: 78,536 shares; 2024Q4: 90,316 shares; 2025Q1: 90,451 shares; 2025Q2: 100,592 shares; 2025Q3: 112,667 shares; 2025Q4: 118,065 shares; 2026Q1: 145,660 shares 145,660 $7.27M 0.07% +27,595 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,469 shares; 2024Q4: 33,042 shares; 2025Q1: 33,177 shares; 2025Q2: 29,348 shares; 2025Q3: 32,589 shares; 2025Q4: 65,202 shares; 2026Q1: 66,566 shares 66,566 $7.25M 0.07% +1,364 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: 18,979 shares; 2024Q4: 21,523 shares; 2025Q1: 23,523 shares; 2025Q2: 23,111 shares; 2025Q3: 24,713 shares; 2025Q4: 24,878 shares; 2026Q1: 25,535 shares 25,535 $7.1M 0.07% +657 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,623 shares; 2024Q4: 138,728 shares; 2025Q1: 131,604 shares; 2025Q2: 125,733 shares; 2025Q3: 126,468 shares; 2025Q4: 112,328 shares; 2026Q1: 106,884 shares 106,884 $7.08M 0.07% -5,444 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,079 shares; 2024Q4: 155,004 shares; 2025Q1: 145,418 shares; 2025Q2: 141,727 shares; 2025Q3: 148,310 shares; 2025Q4: 132,879 shares; 2026Q1: 128,900 shares 128,900 $7.08M 0.07% -3,979 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,720 shares; 2024Q4: 14,500 shares; 2025Q1: 15,495 shares; 2025Q2: 54,673 shares; 2025Q3: 69,031 shares; 2025Q4: 79,007 shares; 2026Q1: 119,135 shares 119,135 $6.97M 0.07% +40,128 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,927 shares; 2024Q4: 114,360 shares; 2025Q1: 118,438 shares; 2025Q2: 132,587 shares; 2025Q3: 136,985 shares; 2025Q4: 142,253 shares; 2026Q1: 141,335 shares 141,335 $6.92M 0.07% -918 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,208 shares; 2025Q1: 67,320 shares; 2025Q2: 81,490 shares; 2025Q3: 91,925 shares; 2025Q4: 111,434 shares; 2026Q1: 177,859 shares 177,859 $6.86M 0.07% +66,425 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,776 shares; 2024Q4: 66,217 shares; 2025Q1: 71,884 shares; 2025Q2: 76,975 shares; 2025Q3: 84,601 shares; 2025Q4: 89,650 shares; 2026Q1: 101,356 shares 101,356 $6.85M 0.07% +11,706 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,148 shares; 2024Q4: 107,928 shares; 2025Q1: 111,047 shares; 2025Q2: 113,856 shares; 2025Q3: 120,758 shares; 2025Q4: 127,296 shares; 2026Q1: 142,081 shares 142,081 $6.8M 0.07% +14,785 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,758 shares; 2024Q4: 103,757 shares; 2025Q1: 118,476 shares; 2025Q2: 124,945 shares; 2025Q3: 139,188 shares; 2025Q4: 46,643 shares; 2026Q1: 43,056 shares 43,056 $6.77M 0.07% -3,587 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: 21,570 shares; 2024Q4: 22,216 shares; 2025Q1: 22,598 shares; 2025Q2: 23,364 shares; 2025Q3: 27,875 shares; 2025Q4: 35,293 shares; 2026Q1: 38,925 shares 38,925 $6.75M 0.07% +3,632 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: 34,003 shares; 2024Q4: 31,700 shares; 2025Q1: 31,287 shares; 2025Q2: 62,915 shares; 2025Q3: 39,635 shares; 2025Q4: 46,595 shares; 2026Q1: 63,178 shares 63,178 $6.71M 0.07% +16,583 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: 1,361 shares; 2024Q4: 1,499 shares; 2025Q1: 1,377 shares; 2025Q2: 3,433 shares; 2025Q3: 4,290 shares; 2025Q4: 4,621 shares; 2026Q1: 4,554 shares 4,554 $6.71M 0.07% -67 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,363 shares; 2024Q4: 113,520 shares; 2025Q1: 108,189 shares; 2025Q2: 165,244 shares; 2025Q3: 151,312 shares; 2025Q4: 174,180 shares; 2026Q1: 196,359 shares 196,359 $6.69M 0.07% +22,179 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: 10,171 shares; 2024Q4: 13,613 shares; 2025Q1: 15,173 shares; 2025Q2: 16,276 shares; 2025Q3: 15,200 shares; 2025Q4: 16,050 shares; 2026Q1: 18,323 shares 18,323 $6.55M 0.07% +2,273 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: 38,293 shares; 2025Q1: 4,751 shares; 2025Q2: 5,221 shares; 2025Q3: 5,933 shares; 2025Q4: 6,571 shares; 2026Q1: 6,767 shares 6,767 $6.51M 0.06% +196 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: 50,766 shares; 2024Q4: 48,400 shares; 2025Q1: 47,491 shares; 2025Q2: 49,512 shares; 2025Q3: 55,806 shares; 2025Q4: 71,401 shares; 2026Q1: 98,551 shares 98,551 $6.5M 0.06% +27,150 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: 19,043 shares; 2024Q4: 16,925 shares; 2025Q1: 15,846 shares; 2025Q2: 19,469 shares; 2025Q3: 24,763 shares; 2025Q4: 25,073 shares; 2026Q1: 31,170 shares 31,170 $6.49M 0.06% +6,097 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: 74,624 shares; 2024Q4: 79,482 shares; 2025Q1: 79,671 shares; 2025Q2: 77,446 shares; 2025Q3: 76,203 shares; 2025Q4: 74,626 shares; 2026Q1: 108,693 shares 108,693 $6.47M 0.06% +34,067 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: 3,123 shares; 2024Q4: 2,888 shares; 2025Q1: 2,998 shares; 2025Q2: 51,970 shares; 2025Q3: 67,527 shares; 2025Q4: 70,342 shares; 2026Q1: 70,001 shares 70,001 $6.46M 0.06% -341 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,324 shares; 2024Q4: 29,550 shares; 2025Q1: 31,418 shares; 2025Q2: 36,076 shares; 2025Q3: 44,374 shares; 2025Q4: 33,741 shares; 2026Q1: 29,215 shares 29,215 $6.33M 0.06% -4,526 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,013 shares; 2024Q4: 111,792 shares; 2025Q1: 93,825 shares; 2025Q2: 90,487 shares; 2025Q3: 88,157 shares; 2025Q4: 77,374 shares; 2026Q1: 73,651 shares 73,651 $6.25M 0.06% -3,723 Timeline FLCO FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,466 shares; 2024Q4: 266,105 shares; 2025Q1: 266,242 shares; 2025Q2: 230,054 shares; 2025Q3: 278,192 shares; 2025Q4: 287,986 shares; 2026Q1: 291,006 shares 291,006 $6.23M 0.06% +3,020 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: 11,175 shares; 2024Q4: 13,514 shares; 2025Q1: 15,431 shares; 2025Q2: 14,813 shares; 2025Q3: 16,483 shares; 2025Q4: 17,438 shares; 2026Q1: 17,987 shares 17,987 $6.21M 0.06% +549 Timeline FMF 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: 17,253 shares; 2024Q4: 29,783 shares; 2025Q1: 47,163 shares; 2025Q2: 70,037 shares; 2025Q3: 83,924 shares; 2025Q4: 116,904 shares; 2026Q1: 122,550 shares 122,550 $6.21M 0.06% +5,646 Timeline MDYG 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: 992,944 shares; 2024Q4: 1,184,278 shares; 2025Q1: 1,025,148 shares; 2025Q2: 490,897 shares; 2025Q3: 605,203 shares; 2025Q4: 340,767 shares; 2026Q1: 64,567 shares 64,567 $6.2M 0.06% -276,200 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: 37,506 shares; 2024Q4: 34,068 shares; 2025Q1: 47,352 shares; 2025Q2: 62,298 shares; 2025Q3: 90,847 shares; 2025Q4: 83,286 shares; 2026Q1: 85,939 shares 85,939 $6.18M 0.06% +2,653 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: 42,039 shares; 2024Q4: 45,000 shares; 2025Q1: 44,844 shares; 2025Q2: 47,250 shares; 2025Q3: 48,979 shares; 2025Q4: 49,380 shares; 2026Q1: 49,307 shares 49,307 $6.17M 0.06% -73 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: 74,035 shares; 2024Q4: 73,925 shares; 2025Q1: 78,693 shares; 2025Q2: 78,434 shares; 2025Q3: 77,344 shares; 2025Q4: 76,823 shares; 2026Q1: 77,336 shares 77,336 $6.12M 0.06% +513 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: 14,088 shares; 2024Q4: 14,372 shares; 2025Q1: 11,709 shares; 2025Q2: 11,668 shares; 2025Q3: 12,440 shares; 2025Q4: 12,594 shares; 2026Q1: 12,375 shares 12,375 $6.08M 0.06% -219 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,461 shares; 2025Q4: 60,388 shares; 2026Q1: 236,980 shares 236,980 $5.98M 0.06% +176,592 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: 68,405 shares; 2024Q4: 64,114 shares; 2025Q1: 14,655 shares; 2025Q2: 15,721 shares; 2025Q3: 51,659 shares; 2025Q4: 49,959 shares; 2026Q1: 45,600 shares 45,600 $5.98M 0.06% -4,359 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 1,700 shares; 2025Q1: 2,009 shares; 2025Q2: 2,197 shares; 2025Q3: 2,871 shares; 2025Q4: 4,714 shares; 2026Q1: 34,706 shares 34,706 $5.87M 0.06% +29,992 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 3,589 shares; 2025Q1: 4,017 shares; 2025Q2: 10,859 shares; 2025Q3: 11,453 shares; 2025Q4: 13,100 shares; 2026Q1: 13,429 shares 13,429 $5.86M 0.06% +329 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: 23,641 shares; 2024Q4: 22,827 shares; 2025Q1: 25,094 shares; 2025Q2: 27,209 shares; 2025Q3: 30,859 shares; 2025Q4: 36,012 shares; 2026Q1: 44,193 shares 44,193 $5.84M 0.06% +8,181 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: 89,597 shares; 2024Q4: 98,268 shares; 2025Q1: 99,720 shares; 2025Q2: 106,968 shares; 2025Q3: 104,220 shares; 2025Q4: 101,946 shares; 2026Q1: 105,499 shares 105,499 $5.84M 0.06% +3,553 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,780 shares; 2024Q4: 36,065 shares; 2025Q1: 41,072 shares; 2025Q2: 48,675 shares; 2025Q3: 61,804 shares; 2025Q4: 67,351 shares; 2026Q1: 66,894 shares 66,894 $5.8M 0.06% -457 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,059 shares; 2024Q4: 28,872 shares; 2025Q1: 38,141 shares; 2025Q2: 53,779 shares; 2025Q3: 65,131 shares; 2025Q4: 77,913 shares; 2026Q1: 82,334 shares 82,334 $5.8M 0.06% +4,421 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,594 shares; 2024Q4: 81,409 shares; 2025Q1: 78,065 shares; 2025Q2: 73,533 shares; 2025Q3: 69,808 shares; 2025Q4: 60,734 shares; 2026Q1: 64,256 shares 64,256 $5.79M 0.06% +3,522 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,387 shares; 2024Q4: 72,789 shares; 2025Q1: 82,160 shares; 2025Q2: 79,068 shares; 2025Q3: 101,087 shares; 2025Q4: 87,848 shares; 2026Q1: 87,595 shares 87,595 $5.78M 0.06% -253 Timeline IFV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 226,457 shares 226,457 $5.72M 0.06% new Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,005 shares; 2024Q4: 73,689 shares; 2025Q1: 72,775 shares; 2025Q2: 71,400 shares; 2025Q3: 71,006 shares; 2025Q4: 62,618 shares; 2026Q1: 60,986 shares 60,986 $5.7M 0.06% -1,632 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: 240,258 shares; 2024Q4: 123,269 shares; 2025Q1: 145,526 shares; 2025Q2: 119,098 shares; 2025Q3: 134,884 shares; 2025Q4: 149,180 shares; 2026Q1: 202,460 shares 202,460 $5.69M 0.06% +53,280 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: 36,024 shares; 2024Q4: 35,283 shares; 2025Q1: 32,400 shares; 2025Q2: 31,361 shares; 2025Q3: 30,456 shares; 2025Q4: 26,091 shares; 2026Q1: 25,268 shares 25,268 $5.67M 0.06% -823 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: 29,240 shares 29,240 $5.66M 0.06% new 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: 77,000 shares; 2024Q4: 75,576 shares; 2025Q1: 74,313 shares; 2025Q2: 72,867 shares; 2025Q3: 72,300 shares; 2025Q4: 69,153 shares; 2026Q1: 53,408 shares 53,408 $5.66M 0.06% -15,745 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: 45,524 shares; 2024Q4: 43,182 shares; 2025Q1: 41,472 shares; 2025Q2: 43,941 shares; 2025Q3: 45,664 shares; 2025Q4: 44,516 shares; 2026Q1: 47,692 shares 47,692 $5.66M 0.06% +3,176 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,530 shares; 2024Q4: 27,154 shares; 2025Q1: 25,944 shares; 2025Q2: 25,422 shares; 2025Q3: 24,854 shares; 2025Q4: 22,077 shares; 2026Q1: 21,202 shares 21,202 $5.64M 0.06% -875 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,930 shares; 2024Q4: 117,757 shares; 2025Q1: 109,962 shares; 2025Q2: 108,377 shares; 2025Q3: 105,727 shares; 2025Q4: 95,182 shares; 2026Q1: 93,396 shares 93,396 $5.64M 0.06% -1,786 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: 30,072 shares; 2024Q4: 32,839 shares; 2025Q1: 29,447 shares; 2025Q2: 30,878 shares; 2025Q3: 31,213 shares; 2025Q4: 31,007 shares; 2026Q1: 30,942 shares 30,942 $5.64M 0.06% -65 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,084 shares; 2026Q1: 59,691 shares 59,691 $5.56M 0.06% +7,607 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: 84,830 shares; 2024Q4: 83,336 shares; 2025Q1: 78,188 shares; 2025Q2: 75,490 shares; 2025Q3: 73,954 shares; 2025Q4: 65,787 shares; 2026Q1: 65,427 shares 65,427 $5.54M 0.06% -360 Timeline FXO 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: 21,669 shares; 2024Q4: 147,953 shares; 2025Q1: 161,452 shares; 2025Q2: 211,051 shares; 2025Q3: 190,358 shares; 2025Q4: 171,233 shares; 2026Q1: 98,349 shares 98,349 $5.53M 0.05% -72,884 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: 106,146 shares; 2024Q4: 116,050 shares; 2025Q1: 112,309 shares; 2025Q2: 112,608 shares; 2025Q3: 125,634 shares; 2025Q4: 109,886 shares; 2026Q1: 104,407 shares 104,407 $5.51M 0.05% -5,479 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: 43,072 shares; 2024Q4: 46,804 shares; 2025Q1: 35,328 shares; 2025Q2: 36,059 shares; 2025Q3: 38,406 shares; 2025Q4: 41,055 shares; 2026Q1: 41,817 shares 41,817 $5.48M 0.05% +762 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: 189,638 shares; 2024Q4: 191,679 shares; 2025Q1: 194,030 shares; 2025Q2: 73,098 shares; 2025Q3: 74,297 shares; 2025Q4: 164,347 shares; 2026Q1: 279,907 shares 279,907 $5.47M 0.05% +115,560 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,068 shares; 2024Q4: 11,009 shares; 2025Q1: 8,821 shares; 2025Q2: 14,655 shares; 2025Q3: 14,887 shares; 2025Q4: 15,509 shares; 2026Q1: 16,525 shares 16,525 $5.44M 0.05% +1,016 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: 9,988 shares; 2024Q4: 10,103 shares; 2025Q1: 9,540 shares; 2025Q2: 9,789 shares; 2025Q3: 13,234 shares; 2025Q4: 67,002 shares; 2026Q1: 51,755 shares 51,755 $5.41M 0.05% -15,247 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: not reported; 2024Q4: 10,669 shares; 2025Q1: 22,102 shares; 2025Q2: 49,453 shares; 2025Q3: 64,321 shares; 2025Q4: 74,012 shares; 2026Q1: 76,551 shares 76,551 $5.34M 0.05% +2,539 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,720 shares; 2024Q4: 10,044 shares; 2025Q1: 11,275 shares; 2025Q2: 7,945 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,200 shares 66,200 $5.33M 0.05% new 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: 9,176 shares; 2024Q4: 9,189 shares; 2025Q1: 8,790 shares; 2025Q2: 31,032 shares; 2025Q3: 32,475 shares; 2025Q4: 40,919 shares; 2026Q1: 46,625 shares 46,625 $5.27M 0.05% +5,706 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,189 shares; 2026Q1: 91,764 shares 91,764 $5.23M 0.05% +88,575 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,360 shares; 2024Q4: 10,446 shares; 2025Q1: 10,720 shares; 2025Q2: 9,439 shares; 2025Q3: 9,803 shares; 2025Q4: 9,699 shares; 2026Q1: 12,520 shares 12,520 $5.22M 0.05% +2,821 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I 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: 76,928 shares; 2026Q1: 228,783 shares 228,783 $5.2M 0.05% +151,855 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: 53,650 shares; 2025Q1: 23,557 shares; 2025Q2: 27,815 shares; 2025Q3: 33,242 shares; 2025Q4: 34,189 shares; 2026Q1: 42,092 shares 42,092 $5.17M 0.05% +7,903 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: 41,077 shares; 2024Q4: 45,304 shares; 2025Q1: 47,015 shares; 2025Q2: 49,358 shares; 2025Q3: 54,293 shares; 2025Q4: 69,901 shares; 2026Q1: 73,255 shares 73,255 $5.14M 0.05% +3,354 Timeline HYMB 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: 160,239 shares; 2024Q4: 166,842 shares; 2025Q1: 183,871 shares; 2025Q2: 107,694 shares; 2025Q3: 162,763 shares; 2025Q4: 201,155 shares; 2026Q1: 206,843 shares 206,843 $5.13M 0.05% +5,688 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,451 shares; 2024Q4: 26,843 shares; 2025Q1: 32,013 shares; 2025Q2: 38,663 shares; 2025Q3: 68,611 shares; 2025Q4: 88,822 shares; 2026Q1: 92,336 shares 92,336 $5.04M 0.05% +3,514 Timeline XMMO 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: 18,930 shares; 2024Q4: 21,766 shares; 2025Q1: 21,643 shares; 2025Q2: 33,177 shares; 2025Q3: 33,937 shares; 2025Q4: 34,289 shares; 2026Q1: 34,709 shares 34,709 $5.04M 0.05% +420 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 7 shares 7 $5.03M 0.05% +2 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: 13,673 shares; 2024Q4: 12,913 shares; 2025Q1: 5,388 shares; 2025Q2: 8,319 shares; 2025Q3: 9,712 shares; 2025Q4: 10,214 shares; 2026Q1: 10,791 shares 10,791 $4.98M 0.05% +577 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,668 shares; 2024Q4: 7,379 shares; 2025Q1: 8,206 shares; 2025Q2: 9,634 shares; 2025Q3: 10,496 shares; 2025Q4: 11,093 shares; 2026Q1: 11,117 shares 11,117 $4.97M 0.05% +24 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,227 shares; 2024Q4: 115,328 shares; 2025Q1: 105,273 shares; 2025Q2: 106,351 shares; 2025Q3: 105,595 shares; 2025Q4: 105,023 shares; 2026Q1: 107,100 shares 107,100 $4.95M 0.05% +2,077 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: 148,583 shares; 2024Q4: 160,105 shares; 2025Q1: 203,187 shares; 2025Q2: 178,161 shares; 2025Q3: 173,796 shares; 2025Q4: 178,267 shares; 2026Q1: 100,138 shares 100,138 $4.94M 0.05% -78,129 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: 22,872 shares; 2024Q4: 25,658 shares; 2025Q1: 25,380 shares; 2025Q2: 26,110 shares; 2025Q3: 26,615 shares; 2025Q4: 28,220 shares; 2026Q1: 30,007 shares 30,007 $4.94M 0.05% +1,787 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,368 shares; 2024Q4: 63,894 shares; 2025Q1: 60,688 shares; 2025Q2: 49,968 shares; 2025Q3: 49,827 shares; 2025Q4: 45,263 shares; 2026Q1: 47,580 shares 47,580 $4.93M 0.05% +2,317 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,483 shares; 2024Q4: 140,879 shares; 2025Q1: 150,166 shares; 2025Q2: 157,011 shares; 2025Q3: 168,424 shares; 2025Q4: 172,975 shares; 2026Q1: 192,494 shares 192,494 $4.92M 0.05% +19,519 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,049 shares; 2024Q4: 128,072 shares; 2025Q1: 140,139 shares; 2025Q2: 172,489 shares; 2025Q3: 197,417 shares; 2025Q4: 263,051 shares; 2026Q1: 259,145 shares 259,145 $4.91M 0.05% -3,906 Timeline MPV BARINGS PARTN INVS More: the full row for BARINGS PARTN INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274,575 shares; 2024Q4: 280,579 shares; 2025Q1: 277,841 shares; 2025Q2: 267,764 shares; 2025Q3: 248,555 shares; 2025Q4: 250,172 shares; 2026Q1: 284,697 shares 284,697 $4.88M 0.05% +34,525 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,500 shares; 2024Q4: 62,953 shares; 2025Q1: 13,265 shares; 2025Q2: 12,907 shares; 2025Q3: 61,861 shares; 2025Q4: 61,268 shares; 2026Q1: 62,480 shares 62,480 $4.85M 0.05% +1,212 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: 92,520 shares; 2024Q4: 160,036 shares; 2025Q1: 141,032 shares; 2025Q2: 218,142 shares; 2025Q3: 211,500 shares; 2025Q4: 181,093 shares; 2026Q1: 182,276 shares 182,276 $4.82M 0.05% +1,183 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: 59,111 shares; 2024Q4: 61,977 shares; 2025Q1: 71,675 shares; 2025Q2: 82,028 shares; 2025Q3: 82,782 shares; 2025Q4: 85,280 shares; 2026Q1: 86,708 shares 86,708 $4.81M 0.05% +1,428 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,493 shares; 2024Q4: 2,535 shares; 2025Q1: 2,726 shares; 2025Q2: 3,083 shares; 2025Q3: 3,052 shares; 2025Q4: 3,276 shares; 2026Q1: 5,498 shares 5,498 $4.8M 0.05% +2,222 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: 4,503 shares; 2024Q4: 4,712 shares; 2025Q1: 4,750 shares; 2025Q2: 4,846 shares; 2025Q3: 5,266 shares; 2025Q4: 5,530 shares; 2026Q1: 6,566 shares 6,566 $4.78M 0.05% +1,036 Timeline TCHP 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: 107,355 shares; 2024Q4: 97,608 shares; 2025Q1: 100,751 shares; 2025Q2: 119,614 shares; 2025Q3: 110,339 shares; 2025Q4: 108,171 shares; 2026Q1: 107,157 shares 107,157 $4.73M 0.05% -1,014 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,365 shares; 2024Q4: 19,423 shares; 2025Q1: 16,669 shares; 2025Q2: 22,474 shares; 2025Q3: 25,890 shares; 2025Q4: 31,358 shares; 2026Q1: 34,479 shares 34,479 $4.73M 0.05% +3,121 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,272 shares; 2024Q4: 74,459 shares; 2025Q1: 73,752 shares; 2025Q2: 21,001 shares; 2025Q3: 21,649 shares; 2025Q4: 21,833 shares; 2026Q1: 21,883 shares 21,883 $4.73M 0.05% +50 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,792 shares; 2026Q1: 82,782 shares 82,782 $4.72M 0.05% +24,990 Timeline CIBR 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: 124,710 shares; 2024Q4: 117,857 shares; 2025Q1: 112,007 shares; 2025Q2: 87,678 shares; 2025Q3: 89,925 shares; 2025Q4: 89,291 shares; 2026Q1: 75,037 shares 75,037 $4.7M 0.05% -14,254 Timeline IBCA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 167,625 shares; 2026Q1: 182,981 shares 182,981 $4.69M 0.05% +15,356 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN 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: 44,051 shares; 2026Q1: 130,028 shares 130,028 $4.69M 0.05% +85,977 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,434 shares; 2024Q4: 53,004 shares; 2025Q1: 54,432 shares; 2025Q2: 55,004 shares; 2025Q3: 68,375 shares; 2025Q4: 71,389 shares; 2026Q1: 80,521 shares 80,521 $4.68M 0.05% +9,132 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: 146,811 shares; 2024Q4: 150,525 shares; 2025Q1: 178,991 shares; 2025Q2: 39,847 shares; 2025Q3: 39,755 shares; 2025Q4: 35,058 shares; 2026Q1: 47,538 shares 47,538 $4.68M 0.05% +12,480 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 152,472 shares; 2025Q1: 183,791 shares; 2025Q2: 174,169 shares; 2025Q3: 182,207 shares; 2025Q4: 169,217 shares; 2026Q1: 177,771 shares 177,771 $4.63M 0.05% +8,554 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,327 shares; 2024Q4: 158,174 shares; 2025Q1: 166,648 shares; 2025Q2: 176,136 shares; 2025Q3: 184,328 shares; 2025Q4: 171,093 shares; 2026Q1: 178,596 shares 178,596 $4.62M 0.05% +7,503 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,558 shares; 2024Q4: 195,761 shares; 2025Q1: 205,149 shares; 2025Q2: 217,558 shares; 2025Q3: 227,368 shares; 2025Q4: 211,196 shares; 2026Q1: 219,566 shares 219,566 $4.6M 0.05% +8,370 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,793 shares; 2024Q4: 7,769 shares; 2025Q1: 7,757 shares; 2025Q2: 15,619 shares; 2025Q3: 15,505 shares; 2025Q4: 16,850 shares; 2026Q1: 16,813 shares 16,813 $4.58M 0.05% -37 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: 37,615 shares; 2024Q4: 39,992 shares; 2025Q1: 39,515 shares; 2025Q2: 46,968 shares; 2025Q3: 57,716 shares; 2025Q4: 62,795 shares; 2026Q1: 67,329 shares 67,329 $4.55M 0.05% +4,534 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: 13,966 shares; 2024Q4: 13,638 shares; 2025Q1: 15,749 shares; 2025Q2: 15,719 shares; 2025Q3: 18,440 shares; 2025Q4: 18,263 shares; 2026Q1: 18,292 shares 18,292 $4.52M 0.04% +29 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,218 shares; 2024Q4: 182,200 shares; 2025Q1: 190,484 shares; 2025Q2: 180,505 shares; 2025Q3: 188,681 shares; 2025Q4: 175,495 shares; 2026Q1: 177,791 shares 177,791 $4.49M 0.04% +2,296 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,327 shares; 2024Q4: 3,397 shares; 2025Q1: 3,310 shares; 2025Q2: 3,568 shares; 2025Q3: 3,723 shares; 2025Q4: 4,108 shares; 2026Q1: 4,108 shares 4,108 $4.48M 0.04% 0 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: 49,239 shares; 2024Q4: 86,466 shares; 2025Q1: 104,304 shares; 2025Q2: 120,950 shares; 2025Q3: 127,403 shares; 2025Q4: 98,575 shares; 2026Q1: 78,928 shares 78,928 $4.47M 0.04% -19,647 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,125 shares; 2025Q4: 55,091 shares; 2026Q1: 57,793 shares 57,793 $4.47M 0.04% +2,702 Timeline GTOH INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,872 shares; 2024Q4: 75,508 shares; 2025Q1: 94,436 shares; 2025Q2: 112,197 shares; 2025Q3: 127,642 shares; 2025Q4: 162,254 shares; 2026Q1: 175,178 shares 175,178 $4.43M 0.04% +12,924 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,944 shares; 2024Q4: 43,469 shares; 2025Q1: 38,611 shares; 2025Q2: 39,246 shares; 2025Q3: 38,726 shares; 2025Q4: 38,864 shares; 2026Q1: 27,339 shares 27,339 $4.42M 0.04% -11,525 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: 6,929 shares; 2024Q4: 6,789 shares; 2025Q1: 9,201 shares; 2025Q2: 19,388 shares; 2025Q3: 20,651 shares; 2025Q4: 22,027 shares; 2026Q1: 24,190 shares 24,190 $4.41M 0.04% +2,163 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,255 shares; 2024Q4: 31,095 shares; 2025Q1: 20,147 shares; 2025Q2: 25,157 shares; 2025Q3: 27,626 shares; 2025Q4: 32,904 shares; 2026Q1: 88,235 shares 88,235 $4.41M 0.04% +55,331 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: 57,459 shares; 2024Q4: 46,729 shares; 2025Q1: 37,021 shares; 2025Q2: 42,259 shares; 2025Q3: 42,157 shares; 2025Q4: 45,837 shares; 2026Q1: 55,287 shares 55,287 $4.4M 0.04% +9,450 Timeline PGRO 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: 28,399 shares; 2024Q4: 40,146 shares; 2025Q1: 57,376 shares; 2025Q2: 69,943 shares; 2025Q3: 76,149 shares; 2025Q4: 93,033 shares; 2026Q1: 108,692 shares 108,692 $4.38M 0.04% +15,659 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,030 shares; 2025Q3: 61,783 shares; 2025Q4: 61,782 shares; 2026Q1: 94,328 shares 94,328 $4.35M 0.04% +32,546 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,544 shares; 2024Q4: 59,064 shares; 2025Q1: 3,138 shares; 2025Q2: not reported; 2025Q3: 59,561 shares; 2025Q4: 58,835 shares; 2026Q1: 59,979 shares 59,979 $4.3M 0.04% +1,144 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: 84,556 shares; 2024Q4: 84,463 shares; 2025Q1: 81,644 shares; 2025Q2: 82,255 shares; 2025Q3: 87,220 shares; 2025Q4: 91,616 shares; 2026Q1: 84,223 shares 84,223 $4.28M 0.04% -7,393 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: 26,711 shares; 2024Q4: 20,485 shares; 2025Q1: 19,777 shares; 2025Q2: 21,151 shares; 2025Q3: 24,480 shares; 2025Q4: 23,014 shares; 2026Q1: 32,362 shares 32,362 $4.27M 0.04% +9,348 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN 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: 43,376 shares; 2026Q1: 102,262 shares 102,262 $4.23M 0.04% +58,886 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,859 shares; 2024Q4: 52,000 shares; 2025Q1: 53,259 shares; 2025Q2: 63,643 shares; 2025Q3: 70,491 shares; 2025Q4: 85,543 shares; 2026Q1: 141,157 shares 141,157 $4.23M 0.04% +55,614 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: 3,941 shares; 2024Q4: 4,105 shares; 2025Q1: 4,108 shares; 2025Q2: 4,322 shares; 2025Q3: 4,453 shares; 2025Q4: 4,552 shares; 2026Q1: 4,689 shares 4,689 $4.2M 0.04% +137 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: 29,222 shares; 2024Q4: 29,958 shares; 2025Q1: 29,547 shares; 2025Q2: 32,412 shares; 2025Q3: 42,613 shares; 2025Q4: 43,174 shares; 2026Q1: 43,120 shares 43,120 $4.16M 0.04% -54 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,061 shares; 2024Q4: 4,955 shares; 2025Q1: 4,936 shares; 2025Q2: 4,635 shares; 2025Q3: 4,818 shares; 2025Q4: 5,266 shares; 2026Q1: 6,015 shares 6,015 $4.11M 0.04% +749 Timeline LGOV 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: 87,564 shares; 2024Q4: 116,067 shares; 2025Q1: 150,899 shares; 2025Q2: 100,296 shares; 2025Q3: 121,478 shares; 2025Q4: 179,679 shares; 2026Q1: 189,346 shares 189,346 $4.09M 0.04% +9,667 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,594 shares; 2024Q4: 64,147 shares; 2025Q1: 58,205 shares; 2025Q2: 66,069 shares; 2025Q3: 70,162 shares; 2025Q4: 63,672 shares; 2026Q1: 75,534 shares 75,534 $4.08M 0.04% +11,862 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,499 shares; 2026Q1: 86,889 shares 86,889 $4.04M 0.04% +51,390 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: 2,988 shares; 2025Q3: 3,063 shares; 2025Q4: 3,076 shares; 2026Q1: 22,585 shares 22,585 $4.02M 0.04% +19,509 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: 5,210 shares; 2024Q4: 4,119 shares; 2025Q1: 4,117 shares; 2025Q2: 6,309 shares; 2025Q3: 8,303 shares; 2025Q4: 9,359 shares; 2026Q1: 10,292 shares 10,292 $4.02M 0.04% +933 Timeline EMLP 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: 56,362 shares; 2024Q4: 53,104 shares; 2025Q1: 103,632 shares; 2025Q2: 129,942 shares; 2025Q3: 85,166 shares; 2025Q4: 89,601 shares; 2026Q1: 90,882 shares 90,882 $3.97M 0.04% +1,281 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: 8,335 shares; 2024Q4: 9,112 shares; 2025Q1: 12,012 shares; 2025Q2: 11,989 shares; 2025Q3: 14,852 shares; 2025Q4: 15,159 shares; 2026Q1: 15,997 shares 15,997 $3.97M 0.04% +838 Timeline CGSM 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: 30,687 shares; 2024Q4: 28,839 shares; 2025Q1: 29,843 shares; 2025Q2: 57,799 shares; 2025Q3: 125,791 shares; 2025Q4: 45,025 shares; 2026Q1: 149,961 shares 149,961 $3.94M 0.04% +104,936 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: 109,104 shares; 2024Q4: 138,791 shares; 2025Q1: 118,109 shares; 2025Q2: 113,968 shares; 2025Q3: 86,495 shares; 2025Q4: 81,886 shares; 2026Q1: 77,764 shares 77,764 $3.92M 0.04% -4,122 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,552 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,498 shares; 2025Q4: 2,618 shares; 2026Q1: 27,381 shares 27,381 $3.91M 0.04% +24,763 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: 95,783 shares; 2024Q4: 93,492 shares; 2025Q1: 86,985 shares; 2025Q2: 59,950 shares; 2025Q3: 57,504 shares; 2025Q4: 53,608 shares; 2026Q1: 59,590 shares 59,590 $3.89M 0.04% +5,982 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: 13,864 shares; 2024Q4: 13,525 shares; 2025Q1: 23,077 shares; 2025Q2: 19,466 shares; 2025Q3: 17,510 shares; 2025Q4: 14,948 shares; 2026Q1: 19,424 shares 19,424 $3.87M 0.04% +4,476 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,875 shares; 2024Q4: 34,256 shares; 2025Q1: 36,374 shares; 2025Q2: 32,804 shares; 2025Q3: 34,222 shares; 2025Q4: 35,423 shares; 2026Q1: 34,797 shares 34,797 $3.85M 0.04% -626 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,722 shares; 2024Q4: 22,330 shares; 2025Q1: 11,378 shares; 2025Q2: 13,058 shares; 2025Q3: 13,624 shares; 2025Q4: 16,758 shares; 2026Q1: 19,174 shares 19,174 $3.79M 0.04% +2,416 Timeline NEMD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,634 shares 73,634 $3.78M 0.04% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,717 shares; 2024Q4: 45,076 shares; 2025Q1: 3,097 shares; 2025Q2: 3,231 shares; 2025Q3: 45,757 shares; 2025Q4: 45,340 shares; 2026Q1: 46,631 shares 46,631 $3.78M 0.04% +1,291 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,482 shares; 2024Q4: 8,258 shares; 2025Q1: 8,235 shares; 2025Q2: 8,087 shares; 2025Q3: 9,893 shares; 2025Q4: 9,714 shares; 2026Q1: 9,630 shares 9,630 $3.77M 0.04% -84 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: 149,314 shares; 2024Q4: 155,360 shares; 2025Q1: 155,689 shares; 2025Q2: 173,459 shares; 2025Q3: 186,393 shares; 2025Q4: 112,642 shares; 2026Q1: 130,816 shares 130,816 $3.76M 0.04% +18,174 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,025 shares; 2024Q4: 19,220 shares; 2025Q1: 18,077 shares; 2025Q2: 29,532 shares; 2025Q3: 27,963 shares; 2025Q4: 25,156 shares; 2026Q1: 22,850 shares 22,850 $3.74M 0.04% -2,306 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: 10,013 shares; 2024Q4: 10,164 shares; 2025Q1: 10,103 shares; 2025Q2: 9,200 shares; 2025Q3: 9,342 shares; 2025Q4: 8,327 shares; 2026Q1: 21,634 shares 21,634 $3.73M 0.04% +13,307 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,118 shares; 2024Q4: 55,811 shares; 2025Q1: 93,763 shares; 2025Q2: 94,833 shares; 2025Q3: 68,365 shares; 2025Q4: 65,239 shares; 2026Q1: 76,876 shares 76,876 $3.71M 0.04% +11,637 Timeline DDFJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 197,139 shares 197,139 $3.7M 0.04% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,768 shares; 2024Q4: 10,481 shares; 2025Q1: 10,630 shares; 2025Q2: 11,427 shares; 2025Q3: 3,243 shares; 2025Q4: 12,262 shares; 2026Q1: 13,234 shares 13,234 $3.58M 0.04% +972 Timeline FIW 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: 37,150 shares; 2024Q4: 38,201 shares; 2025Q1: 57,769 shares; 2025Q2: 36,080 shares; 2025Q3: 35,308 shares; 2025Q4: 35,069 shares; 2026Q1: 34,472 shares 34,472 $3.56M 0.04% -597 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: 44,573 shares; 2024Q4: 43,371 shares; 2025Q1: 40,244 shares; 2025Q2: 46,979 shares; 2025Q3: 40,079 shares; 2025Q4: 42,509 shares; 2026Q1: 45,175 shares 45,175 $3.54M 0.04% +2,666 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,561 shares; 2024Q4: 19,119 shares; 2025Q1: 22,212 shares; 2025Q2: 26,209 shares; 2025Q3: 28,600 shares; 2025Q4: 28,877 shares; 2026Q1: 33,544 shares 33,544 $3.53M 0.04% +4,667 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,601 shares; 2024Q4: 4,621 shares; 2025Q1: 4,034 shares; 2025Q2: 4,600 shares; 2025Q3: 6,146 shares; 2025Q4: 7,310 shares; 2026Q1: 12,615 shares 12,615 $3.47M 0.03% +5,305 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,124 shares; 2024Q4: 142,268 shares; 2025Q1: 107,743 shares; 2025Q2: 109,829 shares; 2025Q3: 114,395 shares; 2025Q4: 100,284 shares; 2026Q1: 100,123 shares 100,123 $3.45M 0.03% -161 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,380 shares; 2024Q4: 36,074 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,348 shares; 2025Q4: 38,294 shares; 2026Q1: 39,229 shares 39,229 $3.44M 0.03% +935 Timeline GPIX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,686 shares; 2026Q1: 68,716 shares 68,716 $3.44M 0.03% +1,030 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,881 shares; 2024Q4: 7,199 shares; 2025Q1: 5,074 shares; 2025Q2: 9,416 shares; 2025Q3: 10,203 shares; 2025Q4: 11,166 shares; 2026Q1: 12,266 shares 12,266 $3.43M 0.03% +1,100 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: 108,022 shares; 2025Q3: 114,055 shares; 2025Q4: 114,321 shares; 2026Q1: 117,571 shares 117,571 $3.41M 0.03% +3,250 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: 56,133 shares; 2024Q4: 28,804 shares; 2025Q1: 57,562 shares; 2025Q2: 21,572 shares; 2025Q3: 76,859 shares; 2025Q4: 77,169 shares; 2026Q1: 35,819 shares 35,819 $3.4M 0.03% -41,350 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,371 shares 61,371 $3.39M 0.03% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,290 shares; 2024Q4: 18,830 shares; 2025Q1: 21,133 shares; 2025Q2: 24,551 shares; 2025Q3: 22,774 shares; 2025Q4: 23,010 shares; 2026Q1: 39,365 shares 39,365 $3.33M 0.03% +16,355 Timeline FXR 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: 194,295 shares; 2024Q4: 182,079 shares; 2025Q1: 169,472 shares; 2025Q2: 174,212 shares; 2025Q3: 179,596 shares; 2025Q4: 92,366 shares; 2026Q1: 40,784 shares 40,784 $3.33M 0.03% -51,582 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: 39,809 shares; 2024Q4: 43,364 shares; 2025Q1: 41,810 shares; 2025Q2: 45,426 shares; 2025Q3: 51,470 shares; 2025Q4: 48,043 shares; 2026Q1: 45,933 shares 45,933 $3.33M 0.03% -2,110 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,983 shares; 2024Q4: 80,139 shares; 2025Q1: 93,086 shares; 2025Q2: 106,542 shares; 2025Q3: 117,541 shares; 2025Q4: 128,059 shares; 2026Q1: 134,838 shares 134,838 $3.27M 0.03% +6,779 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,744 shares; 2024Q4: 17,401 shares; 2025Q1: 21,093 shares; 2025Q2: 24,513 shares; 2025Q3: 27,670 shares; 2025Q4: 31,942 shares; 2026Q1: 33,899 shares 33,899 $3.25M 0.03% +1,957 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 470,855 shares; 2024Q4: 571,373 shares; 2025Q1: 566,659 shares; 2025Q2: 714,877 shares; 2025Q3: 473,871 shares; 2025Q4: 203,436 shares; 2026Q1: 38,100 shares 38,100 $3.24M 0.03% -165,336 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,730 shares; 2024Q4: 28,058 shares; 2025Q1: 41,384 shares; 2025Q2: 61,420 shares; 2025Q3: 71,522 shares; 2025Q4: 100,010 shares; 2026Q1: 96,005 shares 96,005 $3.24M 0.03% -4,005 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: 16,444 shares; 2024Q4: 16,934 shares; 2025Q1: 17,759 shares; 2025Q2: 40,662 shares; 2025Q3: 41,308 shares; 2025Q4: 42,519 shares; 2026Q1: 36,504 shares 36,504 $3.23M 0.03% -6,015 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,677 shares; 2024Q4: 199,266 shares; 2025Q1: 205,012 shares; 2025Q2: 211,976 shares; 2025Q3: 214,689 shares; 2025Q4: 215,726 shares; 2026Q1: 173,556 shares 173,556 $3.19M 0.03% -42,170 Timeline XBIL 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: 54,719 shares; 2024Q4: 51,675 shares; 2025Q1: 58,115 shares; 2025Q2: 61,606 shares; 2025Q3: 65,003 shares; 2025Q4: 63,097 shares; 2026Q1: 63,710 shares 63,710 $3.19M 0.03% +613 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: 495,185 shares; 2024Q4: 514,998 shares; 2025Q1: 520,078 shares; 2025Q2: 69,656 shares; 2025Q3: 35,149 shares; 2025Q4: 18,174 shares; 2026Q1: 54,211 shares 54,211 $3.17M 0.03% +36,037 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,546 shares; 2025Q1: 5,719 shares; 2025Q2: 17,056 shares; 2025Q3: 27,145 shares; 2025Q4: 30,845 shares; 2026Q1: 36,265 shares 36,265 $3.11M 0.03% +5,420 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,275 shares; 2025Q2: 30,581 shares; 2025Q3: 51,529 shares; 2025Q4: 60,444 shares; 2026Q1: 65,995 shares 65,995 $3.1M 0.03% +5,551 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 143,097 shares; 2025Q1: 196,803 shares; 2025Q2: 211,338 shares; 2025Q3: 217,073 shares; 2025Q4: 164,814 shares; 2026Q1: 176,380 shares 176,380 $3.08M 0.03% +11,566 Timeline QDPL 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: not reported; 2024Q4: 29,250 shares; 2025Q1: not reported; 2025Q2: 13,363 shares; 2025Q3: 73,792 shares; 2025Q4: 76,661 shares; 2026Q1: 76,520 shares 76,520 $3.07M 0.03% -141 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: not reported; 2024Q4: 26,026 shares; 2025Q1: not reported; 2025Q2: 12,599 shares; 2025Q3: 50,197 shares; 2025Q4: 42,320 shares; 2026Q1: 45,049 shares 45,049 $3.07M 0.03% +2,729 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: 2,179 shares; 2024Q4: 4,648 shares; 2025Q1: 6,781 shares; 2025Q2: 10,474 shares; 2025Q3: 11,991 shares; 2025Q4: 10,744 shares; 2026Q1: 14,679 shares 14,679 $3.07M 0.03% +3,935 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,684 shares; 2024Q4: 3,255 shares; 2025Q1: 3,727 shares; 2025Q2: 4,569 shares; 2025Q3: 6,025 shares; 2025Q4: 8,103 shares; 2026Q1: 8,528 shares 8,528 $3.06M 0.03% +425 Timeline PXJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,706 shares 73,706 $3.05M 0.03% new Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,993 shares; 2024Q4: 70,892 shares; 2025Q1: 86,252 shares; 2025Q2: 85,993 shares; 2025Q3: 59,521 shares; 2025Q4: 52,564 shares; 2026Q1: 51,009 shares 51,009 $3.05M 0.03% -1,555 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: 9,041 shares; 2024Q4: 8,929 shares; 2025Q1: 8,879 shares; 2025Q2: 9,455 shares; 2025Q3: 9,637 shares; 2025Q4: 9,477 shares; 2026Q1: 9,698 shares 9,698 $3.05M 0.03% +221 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: 428 shares; 2024Q4: 493 shares; 2025Q1: 119 shares; 2025Q2: 121 shares; 2025Q3: 682 shares; 2025Q4: 677 shares; 2026Q1: 722 shares 722 $3.04M 0.03% +45 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: 69,784 shares; 2024Q4: 79,064 shares; 2025Q1: 89,768 shares; 2025Q2: 106,401 shares; 2025Q3: 108,503 shares; 2025Q4: 134,804 shares; 2026Q1: 60,732 shares 60,732 $3.03M 0.03% -74,072 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: 5,366 shares; 2024Q4: 5,472 shares; 2025Q1: 4,727 shares; 2025Q2: 9,541 shares; 2025Q3: 15,782 shares; 2025Q4: 13,923 shares; 2026Q1: 14,895 shares 14,895 $3.02M 0.03% +972 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: 120,011 shares; 2024Q4: 134,628 shares; 2025Q1: 142,050 shares; 2025Q2: 146,373 shares; 2025Q3: 155,283 shares; 2025Q4: 156,529 shares; 2026Q1: 169,985 shares 169,985 $3.02M 0.03% +13,456 Timeline PFFV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 139,154 shares; 2026Q1: 135,963 shares 135,963 $2.97M 0.03% -3,191 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,447 shares; 2024Q4: 17,871 shares; 2025Q1: 18,386 shares; 2025Q2: 19,031 shares; 2025Q3: 19,195 shares; 2025Q4: 19,244 shares; 2026Q1: 21,359 shares 21,359 $2.95M 0.03% +2,115 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,629 shares; 2025Q3: 70,406 shares; 2025Q4: 76,538 shares; 2026Q1: 64,505 shares 64,505 $2.94M 0.03% -12,033 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,300 shares; 2024Q4: 53,422 shares; 2025Q1: 41,998 shares; 2025Q2: 44,845 shares; 2025Q3: 45,095 shares; 2025Q4: 43,734 shares; 2026Q1: 49,892 shares 49,892 $2.93M 0.03% +6,158 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,884 shares; 2024Q4: 42,301 shares; 2025Q1: 73,657 shares; 2025Q2: 56,249 shares; 2025Q3: 56,031 shares; 2025Q4: 55,881 shares; 2026Q1: 59,170 shares 59,170 $2.93M 0.03% +3,289 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,345 shares; 2026Q1: 23,660 shares 23,660 $2.91M 0.03% +4,315 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,365 shares; 2024Q4: 5,899 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,054 shares; 2025Q4: 12,115 shares; 2026Q1: 26,307 shares 26,307 $2.9M 0.03% +14,192 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,134 shares; 2025Q2: 62,019 shares; 2025Q3: 68,499 shares; 2025Q4: 75,166 shares; 2026Q1: 81,378 shares 81,378 $2.9M 0.03% +6,212 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,794 shares; 2024Q4: 27,872 shares; 2025Q1: 25,036 shares; 2025Q2: 25,900 shares; 2025Q3: 30,416 shares; 2025Q4: 27,662 shares; 2026Q1: 29,535 shares 29,535 $2.89M 0.03% +1,873 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: 17,463 shares; 2024Q4: 18,298 shares; 2025Q1: 16,434 shares; 2025Q2: 16,718 shares; 2025Q3: 24,143 shares; 2025Q4: 27,482 shares; 2026Q1: 25,084 shares 25,084 $2.88M 0.03% -2,398 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,227 shares; 2024Q4: 24,762 shares; 2025Q1: 25,769 shares; 2025Q2: 28,238 shares; 2025Q3: 29,379 shares; 2025Q4: 27,505 shares; 2026Q1: 29,635 shares 29,635 $2.88M 0.03% +2,130 Timeline NXTG 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: 52,628 shares; 2024Q4: 49,388 shares; 2025Q1: 43,566 shares; 2025Q2: 38,192 shares; 2025Q3: 34,823 shares; 2025Q4: 29,481 shares; 2026Q1: 25,681 shares 25,681 $2.88M 0.03% -3,800 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: 31,096 shares; 2024Q4: 16,393 shares; 2025Q1: 22,126 shares; 2025Q2: 25,215 shares; 2025Q3: 20,643 shares; 2025Q4: 22,407 shares; 2026Q1: 43,157 shares 43,157 $2.87M 0.03% +20,750 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,248 shares; 2024Q4: 86,313 shares; 2025Q1: 90,107 shares; 2025Q2: 77,114 shares; 2025Q3: 77,178 shares; 2025Q4: 77,558 shares; 2026Q1: 78,183 shares 78,183 $2.87M 0.03% +625 Timeline ROBT 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: 69,125 shares; 2024Q4: 60,946 shares; 2025Q1: 48,644 shares; 2025Q2: 72,523 shares; 2025Q3: 77,650 shares; 2025Q4: 67,078 shares; 2026Q1: 61,774 shares 61,774 $2.85M 0.03% -5,304 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,779 shares; 2024Q4: 29,680 shares; 2025Q1: 32,643 shares; 2025Q2: 101,674 shares; 2025Q3: 45,050 shares; 2025Q4: 42,710 shares; 2026Q1: 98,970 shares 98,970 $2.84M 0.03% +56,260 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,154 shares; 2024Q4: 14,983 shares; 2025Q1: 15,798 shares; 2025Q2: 17,756 shares; 2025Q3: 18,426 shares; 2025Q4: 18,505 shares; 2026Q1: 45,195 shares 45,195 $2.84M 0.03% +26,690 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,193 shares; 2024Q4: 16,740 shares; 2025Q1: 19,832 shares; 2025Q2: 28,161 shares; 2025Q3: 26,603 shares; 2025Q4: 26,581 shares; 2026Q1: 58,109 shares 58,109 $2.8M 0.03% +31,528 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 868 shares; 2025Q1: 1,013 shares; 2025Q2: 1,209 shares; 2025Q3: 1,233 shares; 2025Q4: 1,363 shares; 2026Q1: 1,445 shares 1,445 $2.77M 0.03% +82 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: 5,788 shares; 2024Q4: 4,823 shares; 2025Q1: 5,387 shares; 2025Q2: 4,801 shares; 2025Q3: 10,689 shares; 2025Q4: 8,367 shares; 2026Q1: 8,158 shares 8,158 $2.76M 0.03% -209 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,466 shares; 2024Q4: 64,924 shares; 2025Q1: 20,456 shares; 2025Q2: 24,516 shares; 2025Q3: 28,144 shares; 2025Q4: 34,952 shares; 2026Q1: 37,644 shares 37,644 $2.74M 0.03% +2,692 Timeline SKYY 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: 52,491 shares; 2024Q4: 47,774 shares; 2025Q1: 39,474 shares; 2025Q2: 40,403 shares; 2025Q3: 43,393 shares; 2025Q4: 41,551 shares; 2026Q1: 24,991 shares 24,991 $2.73M 0.03% -16,560 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,306 shares; 2024Q4: 10,405 shares; 2025Q1: 10,559 shares; 2025Q2: 11,376 shares; 2025Q3: 18,073 shares; 2025Q4: 19,327 shares; 2026Q1: 23,030 shares 23,030 $2.73M 0.03% +3,703 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,300 shares; 2024Q4: 10,933 shares; 2025Q1: 12,959 shares; 2025Q2: 13,031 shares; 2025Q3: 13,689 shares; 2025Q4: 12,632 shares; 2026Q1: 9,203 shares 9,203 $2.73M 0.03% -3,429 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: 62,661 shares; 2024Q4: 48,506 shares; 2025Q1: 29,461 shares; 2025Q2: 13,547 shares; 2025Q3: 13,052 shares; 2025Q4: 27,222 shares; 2026Q1: 66,415 shares 66,415 $2.71M 0.03% +39,193 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: 60,594 shares; 2024Q4: 56,031 shares; 2025Q1: 36,716 shares; 2025Q2: 26,484 shares; 2025Q3: 21,638 shares; 2025Q4: 19,425 shares; 2026Q1: 21,076 shares 21,076 $2.71M 0.03% +1,651 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,946 shares; 2024Q4: 26,236 shares; 2025Q1: 26,790 shares; 2025Q2: 27,187 shares; 2025Q3: 26,693 shares; 2025Q4: 26,133 shares; 2026Q1: 24,265 shares 24,265 $2.7M 0.03% -1,868 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,097 shares; 2024Q4: 5,257 shares; 2025Q1: 3,471 shares; 2025Q2: 4,373 shares; 2025Q3: 5,379 shares; 2025Q4: 11,641 shares; 2026Q1: 13,711 shares 13,711 $2.69M 0.03% +2,070 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,679 shares; 2024Q4: 1,699 shares; 2025Q1: 1,608 shares; 2025Q2: not reported; 2025Q3: 1,420 shares; 2025Q4: 11,725 shares; 2026Q1: 15,885 shares 15,885 $2.68M 0.03% +4,160 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: 13,496 shares; 2024Q4: 15,322 shares; 2025Q1: 15,108 shares; 2025Q2: 15,834 shares; 2025Q3: 19,551 shares; 2025Q4: 11,955 shares; 2026Q1: 13,934 shares 13,934 $2.64M 0.03% +1,979 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,703 shares; 2024Q4: 45,062 shares; 2025Q1: 50,915 shares; 2025Q2: 57,760 shares; 2025Q3: 54,220 shares; 2025Q4: 54,636 shares; 2026Q1: 55,506 shares 55,506 $2.64M 0.03% +870 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: 14,868 shares; 2024Q4: 15,079 shares; 2025Q1: 18,931 shares; 2025Q2: 19,360 shares; 2025Q3: 17,831 shares; 2025Q4: 13,412 shares; 2026Q1: 13,652 shares 13,652 $2.62M 0.03% +240 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,249 shares; 2024Q4: 30,380 shares; 2025Q1: 32,659 shares; 2025Q2: 81,830 shares; 2025Q3: 89,452 shares; 2025Q4: 97,659 shares; 2026Q1: 102,412 shares 102,412 $2.61M 0.03% +4,753 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,838 shares; 2025Q2: 16,939 shares; 2025Q3: 21,232 shares; 2025Q4: 24,849 shares; 2026Q1: 51,540 shares 51,540 $2.61M 0.03% +26,691 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,561 shares 28,561 $2.59M 0.03% new Timeline SEA ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 152,837 shares 152,837 $2.59M 0.03% new 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: 4,345 shares; 2024Q4: 7,111 shares; 2025Q1: 9,012 shares; 2025Q2: 9,567 shares; 2025Q3: 10,674 shares; 2025Q4: 10,835 shares; 2026Q1: 10,786 shares 10,786 $2.59M 0.03% -49 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,548 shares; 2024Q4: 31,768 shares; 2025Q1: 212,503 shares; 2025Q2: 33,400 shares; 2025Q3: 29,453 shares; 2025Q4: 28,350 shares; 2026Q1: 27,294 shares 27,294 $2.58M 0.03% -1,056 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: 42,447 shares; 2024Q4: 36,432 shares; 2025Q1: 36,793 shares; 2025Q2: 49,637 shares; 2025Q3: 49,715 shares; 2025Q4: 50,852 shares; 2026Q1: 55,764 shares 55,764 $2.58M 0.03% +4,912 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,149 shares; 2026Q1: 96,773 shares 96,773 $2.57M 0.03% +86,624 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,082 shares; 2025Q2: 10,764 shares; 2025Q3: 13,309 shares; 2025Q4: 13,766 shares; 2026Q1: 23,537 shares 23,537 $2.55M 0.03% +9,771 Timeline EWP 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: 15,382 shares; 2024Q4: 16,995 shares; 2025Q1: not reported; 2025Q2: 26,764 shares; 2025Q3: 29,238 shares; 2025Q4: 35,647 shares; 2026Q1: 46,826 shares 46,826 $2.54M 0.03% +11,179 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,956 shares; 2025Q1: 37,421 shares; 2025Q2: 45,491 shares; 2025Q3: 51,461 shares; 2025Q4: 64,031 shares; 2026Q1: 70,306 shares 70,306 $2.54M 0.03% +6,275 Timeline IBTQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77,631 shares; 2026Q1: 100,099 shares 100,099 $2.53M 0.03% +22,468 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,059 shares; 2024Q4: 64,297 shares; 2025Q1: 53,934 shares; 2025Q2: 50,681 shares; 2025Q3: 30,508 shares; 2025Q4: 30,283 shares; 2026Q1: 36,333 shares 36,333 $2.52M 0.03% +6,050 Timeline FXU 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: 23,102 shares; 2024Q4: 18,402 shares; 2025Q1: 234,614 shares; 2025Q2: 294,682 shares; 2025Q3: 314,946 shares; 2025Q4: 299,523 shares; 2026Q1: 50,540 shares 50,540 $2.51M 0.02% -248,983 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,706 shares; 2024Q4: 62,865 shares; 2025Q1: 33,247 shares; 2025Q2: 52,330 shares; 2025Q3: 86,049 shares; 2025Q4: 121,969 shares; 2026Q1: 145,175 shares 145,175 $2.46M 0.02% +23,206 Timeline TAXI NORTHERN FDS More: the full row for NORTHERN FDS 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: 48,224 shares 48,224 $2.46M 0.02% new Timeline EWI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,095 shares; 2025Q3: 27,031 shares; 2025Q4: 34,344 shares; 2026Q1: 45,824 shares 45,824 $2.45M 0.02% +11,480 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: 35,837 shares; 2024Q4: 28,628 shares; 2025Q1: 32,810 shares; 2025Q2: 31,397 shares; 2025Q3: 26,266 shares; 2025Q4: 25,024 shares; 2026Q1: 34,074 shares 34,074 $2.45M 0.02% +9,050 Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 385,533 shares; 2024Q4: 390,586 shares; 2025Q1: 405,341 shares; 2025Q2: 425,434 shares; 2025Q3: 436,098 shares; 2025Q4: 434,792 shares; 2026Q1: 450,393 shares 450,393 $2.41M 0.02% +15,601 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,715 shares; 2024Q4: 2,138 shares; 2025Q1: 3,040 shares; 2025Q2: 2,968 shares; 2025Q3: 3,460 shares; 2025Q4: 4,305 shares; 2026Q1: 4,393 shares 4,393 $2.41M 0.02% +88 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: 1,880 shares; 2024Q4: 3,337 shares; 2025Q1: 3,776 shares; 2025Q2: 4,087 shares; 2025Q3: 4,445 shares; 2025Q4: 4,455 shares; 2026Q1: 4,261 shares 4,261 $2.39M 0.02% -194 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,658 shares; 2026Q1: 34,391 shares 34,391 $2.38M 0.02% +23,733 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,749 shares; 2024Q4: 109,890 shares; 2025Q1: 108,867 shares; 2025Q2: 118,574 shares; 2025Q3: 117,545 shares; 2025Q4: 118,902 shares; 2026Q1: 146,283 shares 146,283 $2.37M 0.02% +27,381 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: 18,224 shares; 2024Q4: 17,133 shares; 2025Q1: 17,281 shares; 2025Q2: 16,177 shares; 2025Q3: 15,258 shares; 2025Q4: 15,837 shares; 2026Q1: 16,217 shares 16,217 $2.36M 0.02% +380 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,122 shares; 2024Q4: 80,398 shares; 2025Q1: 85,470 shares; 2025Q2: 84,772 shares; 2025Q3: 82,530 shares; 2025Q4: 79,224 shares; 2026Q1: 84,884 shares 84,884 $2.35M 0.02% +5,660 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,396 shares; 2024Q4: 53,997 shares; 2025Q1: 57,387 shares; 2025Q2: 150,754 shares; 2025Q3: 113,860 shares; 2025Q4: 104,781 shares; 2026Q1: 104,577 shares 104,577 $2.35M 0.02% -204 Timeline HUSV 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: 26,439 shares; 2024Q4: 28,186 shares; 2025Q1: 32,116 shares; 2025Q2: 46,136 shares; 2025Q3: 56,975 shares; 2025Q4: 61,118 shares; 2026Q1: 61,220 shares 61,220 $2.35M 0.02% +102 Timeline PATN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,103 shares 82,103 $2.33M 0.02% new 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: 44,327 shares; 2024Q4: 50,232 shares; 2025Q1: 50,598 shares; 2025Q2: 46,275 shares; 2025Q3: 47,500 shares; 2025Q4: 48,997 shares; 2026Q1: 49,364 shares 49,364 $2.32M 0.02% +367 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: 1,487 shares; 2024Q4: 1,487 shares; 2025Q1: 1,487 shares; 2025Q2: 2,704 shares; 2025Q3: 3,118 shares; 2025Q4: 4,819 shares; 2026Q1: 3,325 shares 3,325 $2.32M 0.02% -1,494 Timeline