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: 37,048 shares; 2024Q4: 36,350 shares; 2025Q1: 39,500 shares; 2025Q2: 146,479 shares; 2025Q3: 134,350 shares; 2025Q4: 402,455 shares; 2026Q1: 521,601 shares 521,601 $341M 5.33% +119,146 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,468,910 shares; 2024Q4: 5,323,343 shares; 2025Q1: 5,419,074 shares; 2025Q2: 5,058,879 shares; 2025Q3: 5,218,691 shares; 2025Q4: 4,851,346 shares; 2026Q1: 4,192,955 shares 4,192,955 $200M 3.13% -658,391 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 599,311 shares; 2024Q4: 598,892 shares; 2025Q1: 601,267 shares; 2025Q2: 616,693 shares; 2025Q3: 618,580 shares; 2025Q4: 686,110 shares; 2026Q1: 717,733 shares 717,733 $182M 2.85% +31,623 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: 61,481 shares; 2024Q4: 55,760 shares; 2025Q1: 63,767 shares; 2025Q2: 337,303 shares; 2025Q3: 314,492 shares; 2025Q4: 1,850,827 shares; 2026Q1: 2,560,144 shares 2,560,144 $173M 2.7% +709,317 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: 173,653 shares; 2024Q4: 175,781 shares; 2025Q1: 177,750 shares; 2025Q2: 290,589 shares; 2025Q3: 274,790 shares; 2025Q4: 1,083,743 shares; 2026Q1: 1,324,064 shares 1,324,064 $165M 2.58% +240,321 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 598,778 shares; 2024Q4: 517,526 shares; 2025Q1: 523,355 shares; 2025Q2: 554,389 shares; 2025Q3: 543,176 shares; 2025Q4: 508,666 shares; 2026Q1: 529,356 shares 529,356 $158M 2.48% +20,690 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: 545,828 shares; 2024Q4: 557,758 shares; 2025Q1: 560,364 shares; 2025Q2: 602,079 shares; 2025Q3: 640,384 shares; 2025Q4: 711,707 shares; 2026Q1: 783,079 shares 783,079 $137M 2.14% +71,372 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: 368,854 shares; 2024Q4: 323,802 shares; 2025Q1: 339,412 shares; 2025Q2: 400,702 shares; 2025Q3: 399,331 shares; 2025Q4: 432,631 shares; 2026Q1: 472,704 shares 472,704 $136M 2.12% +40,073 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: 157,021 shares; 2024Q4: 143,826 shares; 2025Q1: 147,292 shares; 2025Q2: 170,950 shares; 2025Q3: 167,115 shares; 2025Q4: 174,352 shares; 2026Q1: 195,658 shares 195,658 $127M 1.99% +21,306 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: 545,462 shares; 2024Q4: 527,441 shares; 2025Q1: 526,491 shares; 2025Q2: 547,395 shares; 2025Q3: 550,854 shares; 2025Q4: 566,924 shares; 2026Q1: 579,032 shares 579,032 $114M 1.78% +12,108 Timeline CLIP 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: 906,065 shares; 2026Q1: 1,069,071 shares 1,069,071 $107M 1.68% +163,006 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: 218,751 shares; 2024Q4: 221,654 shares; 2025Q1: 218,124 shares; 2025Q2: 235,111 shares; 2025Q3: 242,034 shares; 2025Q4: 263,402 shares; 2026Q1: 284,019 shares 284,019 $105M 1.64% +20,617 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: 20,970 shares; 2024Q4: 21,491 shares; 2025Q1: 21,675 shares; 2025Q2: 24,130 shares; 2025Q3: 24,702 shares; 2025Q4: 176,241 shares; 2026Q1: 230,880 shares 230,880 $101M 1.58% +54,639 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: 27,736 shares; 2024Q4: 35,226 shares; 2025Q1: 30,937 shares; 2025Q2: 247,419 shares; 2025Q3: 225,265 shares; 2025Q4: 1,186,099 shares; 2026Q1: 1,387,819 shares 1,387,819 $96.8M 1.51% +201,720 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: 281,377 shares; 2024Q4: 280,705 shares; 2025Q1: 303,643 shares; 2025Q2: 319,543 shares; 2025Q3: 331,646 shares; 2025Q4: 362,515 shares; 2026Q1: 383,493 shares 383,493 $79.9M 1.25% +20,978 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,987,456 shares; 2024Q4: 2,892,685 shares; 2025Q1: 2,772,374 shares; 2025Q2: 2,519,041 shares; 2025Q3: 2,368,990 shares; 2025Q4: 2,281,247 shares; 2026Q1: 2,219,816 shares 2,219,816 $78.7M 1.23% -61,431 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,272,213 shares; 2026Q1: 1,497,471 shares 1,497,471 $74M 1.16% +225,258 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 566,260 shares; 2024Q4: 548,155 shares; 2025Q1: 540,922 shares; 2025Q2: 751,385 shares; 2025Q3: 736,877 shares; 2025Q4: 892,689 shares; 2026Q1: 883,398 shares 883,398 $72.9M 1.14% -9,291 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: 478,252 shares; 2024Q4: 457,879 shares; 2025Q1: 464,134 shares; 2025Q2: 470,652 shares; 2025Q3: 473,020 shares; 2025Q4: 503,183 shares; 2026Q1: 487,491 shares 487,491 $67.4M 1.05% -15,692 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,445,344 shares; 2024Q4: 1,375,500 shares; 2025Q1: 1,466,100 shares; 2025Q2: 1,157,807 shares; 2025Q3: 1,102,465 shares; 2025Q4: 1,167,628 shares; 2026Q1: 1,314,757 shares 1,314,757 $65.6M 1.03% +147,129 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,993 shares; 2024Q4: 85,391 shares; 2025Q1: 86,063 shares; 2025Q2: 548,516 shares; 2025Q3: 489,383 shares; 2025Q4: 554,325 shares; 2026Q1: 683,716 shares 683,716 $61.9M 0.97% +129,391 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: 568,446 shares; 2024Q4: 566,900 shares; 2025Q1: 590,085 shares; 2025Q2: 437,840 shares; 2025Q3: 500,952 shares; 2025Q4: 560,731 shares; 2026Q1: 582,145 shares 582,145 $58.6M 0.92% +21,414 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: 144,829 shares; 2024Q4: 144,456 shares; 2025Q1: 154,426 shares; 2025Q2: 164,857 shares; 2025Q3: 165,684 shares; 2025Q4: 185,018 shares; 2026Q1: 201,193 shares 201,193 $57.9M 0.91% +16,175 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: 139,874 shares; 2024Q4: 143,438 shares; 2025Q1: 157,120 shares; 2025Q2: 161,331 shares; 2025Q3: 165,369 shares; 2025Q4: 181,934 shares; 2026Q1: 186,537 shares 186,537 $57.7M 0.9% +4,603 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: 161,563 shares; 2024Q4: 161,047 shares; 2025Q1: 167,716 shares; 2025Q2: 170,020 shares; 2025Q3: 179,925 shares; 2025Q4: 197,538 shares; 2026Q1: 200,415 shares 200,415 $57.5M 0.9% +2,877 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: 117,122 shares; 2024Q4: 111,029 shares; 2025Q1: 129,850 shares; 2025Q2: 129,417 shares; 2025Q3: 126,681 shares; 2025Q4: 127,608 shares; 2026Q1: 128,367 shares 128,367 $55.2M 0.86% +759 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: 264,333 shares; 2024Q4: 937,753 shares; 2025Q1: 1,379,008 shares; 2025Q2: 1,695,563 shares; 2025Q3: 1,732,869 shares; 2025Q4: 1,776,112 shares; 2026Q1: 1,847,663 shares 1,847,663 $53.8M 0.84% +71,551 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,355 shares; 2024Q4: 456,056 shares; 2025Q1: 493,192 shares; 2025Q2: 590,445 shares; 2025Q3: 612,586 shares; 2025Q4: 618,560 shares; 2026Q1: 750,183 shares 750,183 $53.4M 0.83% +131,623 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 754,999 shares; 2024Q4: 751,388 shares; 2025Q1: 783,812 shares; 2025Q2: 800,144 shares; 2025Q3: 865,502 shares; 2025Q4: 920,002 shares; 2026Q1: 1,048,449 shares 1,048,449 $52.4M 0.82% +128,447 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: 63,260 shares; 2024Q4: 116,769 shares; 2025Q1: 166,219 shares; 2025Q2: 1,248,796 shares; 2025Q3: 1,240,054 shares; 2025Q4: 1,240,436 shares; 2026Q1: 2,045,299 shares 2,045,299 $50.6M 0.79% +804,863 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: 62,237 shares; 2024Q4: 63,976 shares; 2025Q1: 69,166 shares; 2025Q2: 74,834 shares; 2025Q3: 77,420 shares; 2025Q4: 82,539 shares; 2026Q1: 86,637 shares 86,637 $49.6M 0.78% +4,098 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,544 shares; 2024Q4: 126,696 shares; 2025Q1: 398,008 shares; 2025Q2: 1,636,106 shares; 2025Q3: 1,796,232 shares; 2025Q4: 1,891,079 shares; 2026Q1: 1,911,179 shares 1,911,179 $49M 0.77% +20,100 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 779,036 shares; 2026Q1: 1,029,520 shares 1,029,520 $47.8M 0.75% +250,484 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: 4,233 shares; 2024Q4: 10,411 shares; 2025Q1: 10,479 shares; 2025Q2: 10,412 shares; 2025Q3: 10,581 shares; 2025Q4: 228,719 shares; 2026Q1: 265,733 shares 265,733 $41.2M 0.64% +37,014 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: 769,847 shares; 2025Q3: 677,809 shares; 2025Q4: 875,849 shares; 2026Q1: 902,747 shares 902,747 $41.2M 0.64% +26,898 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: 72,087 shares; 2024Q4: 73,374 shares; 2025Q1: 97,971 shares; 2025Q2: 94,479 shares; 2025Q3: 95,229 shares; 2025Q4: 102,669 shares; 2026Q1: 106,269 shares 106,269 $39.5M 0.62% +3,600 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: 87,605 shares; 2024Q4: 87,727 shares; 2025Q1: 90,126 shares; 2025Q2: 107,775 shares; 2025Q3: 109,271 shares; 2025Q4: 121,479 shares; 2026Q1: 131,802 shares 131,802 $38.8M 0.61% +10,323 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: 33,357 shares; 2024Q4: 37,195 shares; 2025Q1: 40,435 shares; 2025Q2: 77,796 shares; 2025Q3: 85,707 shares; 2025Q4: 102,319 shares; 2026Q1: 120,411 shares 120,411 $38.6M 0.6% +18,092 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: 31,677 shares; 2024Q4: 30,092 shares; 2025Q1: 29,708 shares; 2025Q2: 56,793 shares; 2025Q3: 56,367 shares; 2025Q4: 59,139 shares; 2026Q1: 61,079 shares 61,079 $36.5M 0.57% +1,940 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: 52,820 shares; 2024Q4: 54,467 shares; 2025Q1: 57,355 shares; 2025Q2: 59,374 shares; 2025Q3: 59,954 shares; 2025Q4: 68,526 shares; 2026Q1: 74,230 shares 74,230 $35.6M 0.56% +5,704 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: 25,333 shares; 2024Q4: 26,041 shares; 2025Q1: 27,609 shares; 2025Q2: 32,739 shares; 2025Q3: 31,211 shares; 2025Q4: 35,970 shares; 2026Q1: 38,452 shares 38,452 $35.4M 0.55% +2,482 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: 73,460 shares; 2024Q4: 77,267 shares; 2025Q1: 74,027 shares; 2025Q2: 77,260 shares; 2025Q3: 70,269 shares; 2025Q4: 83,800 shares; 2026Q1: 60,737 shares 60,737 $35.1M 0.55% -23,063 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: 426,495 shares; 2024Q4: 424,833 shares; 2025Q1: 455,839 shares; 2025Q2: 501,003 shares; 2025Q3: 518,021 shares; 2025Q4: 523,769 shares; 2026Q1: 563,005 shares 563,005 $33M 0.52% +39,236 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: 108,304 shares; 2024Q4: 100,795 shares; 2025Q1: 110,820 shares; 2025Q2: 112,363 shares; 2025Q3: 134,877 shares; 2025Q4: 124,340 shares; 2026Q1: 131,874 shares 131,874 $32.2M 0.5% +7,534 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: 1,073,710 shares; 2024Q4: 1,037,488 shares; 2025Q1: 1,054,252 shares; 2025Q2: 1,079,421 shares; 2025Q3: 1,059,759 shares; 2025Q4: 944,836 shares; 2026Q1: 460,613 shares 460,613 $31.4M 0.49% -484,223 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: 5,278 shares; 2024Q4: 5,278 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 298,462 shares; 2026Q1: 444,900 shares 444,900 $30.4M 0.48% +146,438 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: 90,116 shares; 2024Q4: 93,849 shares; 2025Q1: 112,374 shares; 2025Q2: 111,892 shares; 2025Q3: 105,448 shares; 2025Q4: 119,717 shares; 2026Q1: 389,275 shares 389,275 $28.7M 0.45% +269,558 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: not reported; 2025Q4: 31,316 shares; 2026Q1: 282,603 shares 282,603 $28.2M 0.44% +251,287 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: 63,472 shares; 2024Q4: 65,636 shares; 2025Q1: 69,854 shares; 2025Q2: 71,865 shares; 2025Q3: 72,975 shares; 2025Q4: 78,578 shares; 2026Q1: 144,627 shares 144,627 $27.8M 0.43% +66,049 Timeline BBRE 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: 31,271 shares; 2026Q1: 282,087 shares 282,087 $27M 0.42% +250,816 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: 115,357 shares; 2024Q4: 116,563 shares; 2025Q1: 124,084 shares; 2025Q2: 141,077 shares; 2025Q3: 135,006 shares; 2025Q4: 157,931 shares; 2026Q1: 158,171 shares 158,171 $26.8M 0.42% +240 Timeline RWK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,254 shares; 2026Q1: 205,423 shares 205,423 $26.3M 0.41% +185,169 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,563 shares; 2026Q1: 239,818 shares 239,818 $26M 0.41% +202,255 Timeline HAUZ DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 112,080 shares; 2026Q1: 1,091,132 shares 1,091,132 $24.7M 0.39% +979,052 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,252 shares; 2024Q4: 21,055 shares; 2025Q1: 20,702 shares; 2025Q2: 21,908 shares; 2025Q3: 21,537 shares; 2025Q4: 47,948 shares; 2026Q1: 55,150 shares 55,150 $23.5M 0.37% +7,202 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: 41,649 shares; 2024Q4: 42,218 shares; 2025Q1: 48,891 shares; 2025Q2: 52,846 shares; 2025Q3: 55,702 shares; 2025Q4: 59,923 shares; 2026Q1: 68,969 shares 68,969 $23.3M 0.36% +9,046 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,678 shares; 2024Q4: 94,721 shares; 2025Q1: 143,762 shares; 2025Q2: 169,398 shares; 2025Q3: 169,568 shares; 2025Q4: 233,599 shares; 2026Q1: 239,853 shares 239,853 $23.3M 0.36% +6,254 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: 51,991 shares; 2024Q4: 52,103 shares; 2025Q1: 50,985 shares; 2025Q2: 86,537 shares; 2025Q3: 82,555 shares; 2025Q4: 83,925 shares; 2026Q1: 83,747 shares 83,747 $21.9M 0.34% -178 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: 655,048 shares; 2026Q1: 613,012 shares 613,012 $21.3M 0.33% -42,036 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: 190,794 shares; 2024Q4: 518,409 shares; 2025Q1: 521,583 shares; 2025Q2: 621,438 shares; 2025Q3: 631,265 shares; 2025Q4: 651,235 shares; 2026Q1: 642,913 shares 642,913 $19.9M 0.31% -8,322 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,943 shares; 2024Q4: 128,354 shares; 2025Q1: 130,569 shares; 2025Q2: 138,696 shares; 2025Q3: 137,339 shares; 2025Q4: 155,605 shares; 2026Q1: 157,735 shares 157,735 $19.6M 0.31% +2,130 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: 46,702 shares; 2024Q4: 48,276 shares; 2025Q1: 52,287 shares; 2025Q2: 59,167 shares; 2025Q3: 60,050 shares; 2025Q4: 62,110 shares; 2026Q1: 61,981 shares 61,981 $18.7M 0.29% -129 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: 59,126 shares; 2024Q4: 62,629 shares; 2025Q1: 62,080 shares; 2025Q2: 60,018 shares; 2025Q3: 66,429 shares; 2025Q4: 79,462 shares; 2026Q1: 88,844 shares 88,844 $18.4M 0.29% +9,382 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,863 shares; 2024Q4: 80,439 shares; 2025Q1: 77,708 shares; 2025Q2: 79,720 shares; 2025Q3: 78,830 shares; 2025Q4: 82,572 shares; 2026Q1: 85,397 shares 85,397 $18.2M 0.29% +2,825 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 159,883 shares; 2025Q3: 170,892 shares; 2025Q4: 166,328 shares; 2026Q1: 194,862 shares 194,862 $18.2M 0.28% +28,534 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: 383,534 shares; 2024Q4: 377,447 shares; 2025Q1: 445,882 shares; 2025Q2: 457,085 shares; 2025Q3: 460,651 shares; 2025Q4: 497,148 shares; 2026Q1: 534,077 shares 534,077 $17.8M 0.28% +36,929 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: 41,325 shares; 2024Q4: 45,392 shares; 2025Q1: 82,591 shares; 2025Q2: 89,700 shares; 2025Q3: 91,788 shares; 2025Q4: 176,990 shares; 2026Q1: 272,470 shares 272,470 $17.5M 0.27% +95,480 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: 19,224 shares; 2024Q4: 19,360 shares; 2025Q1: 19,748 shares; 2025Q2: 21,148 shares; 2025Q3: 21,293 shares; 2025Q4: 23,424 shares; 2026Q1: 24,417 shares 24,417 $17.3M 0.27% +993 Timeline FNDE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,688 shares; 2026Q1: 439,715 shares 439,715 $16.8M 0.26% +373,027 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: 90,475 shares; 2024Q4: 94,985 shares; 2025Q1: 98,857 shares; 2025Q2: 117,873 shares; 2025Q3: 106,944 shares; 2025Q4: 111,153 shares; 2026Q1: 98,803 shares 98,803 $16.3M 0.26% -12,350 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: 41,025 shares; 2024Q4: 41,092 shares; 2025Q1: 41,984 shares; 2025Q2: 45,759 shares; 2025Q3: 45,789 shares; 2025Q4: 47,396 shares; 2026Q1: 48,166 shares 48,166 $15.8M 0.25% +770 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: 49,803 shares; 2024Q4: 59,682 shares; 2025Q1: 66,616 shares; 2025Q2: 67,150 shares; 2025Q3: 70,047 shares; 2025Q4: 75,414 shares; 2026Q1: 72,543 shares 72,543 $15.8M 0.25% -2,871 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: 81,714 shares; 2024Q4: 82,486 shares; 2025Q1: 72,921 shares; 2025Q2: 69,715 shares; 2025Q3: 71,447 shares; 2025Q4: 126,287 shares; 2026Q1: 129,217 shares 129,217 $15.5M 0.24% +2,930 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: 408,356 shares; 2024Q4: 423,700 shares; 2025Q1: 464,934 shares; 2025Q2: 443,814 shares; 2025Q3: 453,846 shares; 2025Q4: 466,536 shares; 2026Q1: 447,505 shares 447,505 $15.1M 0.24% -19,031 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,078 shares; 2024Q4: 119,766 shares; 2025Q1: 121,925 shares; 2025Q2: 128,598 shares; 2025Q3: 137,582 shares; 2025Q4: 164,245 shares; 2026Q1: 163,618 shares 163,618 $15.1M 0.24% -627 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: 8,532 shares; 2024Q4: 6,724 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,012 shares 10,012 $14.7M 0.23% new 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: 32,707 shares; 2024Q4: 33,825 shares; 2025Q1: 36,293 shares; 2025Q2: 39,787 shares; 2025Q3: 39,565 shares; 2025Q4: 44,980 shares; 2026Q1: 43,108 shares 43,108 $14.7M 0.23% -1,872 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: 10,158 shares; 2024Q4: 10,941 shares; 2025Q1: 11,390 shares; 2025Q2: 12,528 shares; 2025Q3: 12,490 shares; 2025Q4: 13,126 shares; 2026Q1: 14,687 shares 14,687 $14.6M 0.23% +1,561 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: 31,051 shares; 2024Q4: 34,626 shares; 2025Q1: 37,558 shares; 2025Q2: 40,090 shares; 2025Q3: 45,453 shares; 2025Q4: 51,260 shares; 2026Q1: 50,752 shares 50,752 $14.4M 0.23% -508 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: 47,619 shares; 2024Q4: 50,887 shares; 2025Q1: 45,237 shares; 2025Q2: 49,070 shares; 2025Q3: 40,990 shares; 2025Q4: 44,886 shares; 2026Q1: 42,511 shares 42,511 $14.4M 0.22% -2,375 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: 13,931 shares; 2024Q4: 15,158 shares; 2025Q1: 14,673 shares; 2025Q2: 15,064 shares; 2025Q3: 15,181 shares; 2025Q4: 138,370 shares; 2026Q1: 149,361 shares 149,361 $14.4M 0.22% +10,991 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,448 shares; 2025Q2: 115,642 shares; 2025Q3: 131,235 shares; 2025Q4: 134,639 shares; 2026Q1: 137,145 shares 137,145 $14.2M 0.22% +2,506 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: 138,489 shares; 2024Q4: 142,583 shares; 2025Q1: 150,387 shares; 2025Q2: 160,561 shares; 2025Q3: 169,144 shares; 2025Q4: 184,096 shares; 2026Q1: 180,309 shares 180,309 $14M 0.22% -3,787 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278,124 shares; 2024Q4: 280,199 shares; 2025Q1: 268,485 shares; 2025Q2: 262,949 shares; 2025Q3: 260,398 shares; 2025Q4: 254,517 shares; 2026Q1: 254,712 shares 254,712 $13.8M 0.22% +195 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: 534,737 shares; 2024Q4: 506,046 shares; 2025Q1: 531,744 shares; 2025Q2: 424,101 shares; 2025Q3: 435,819 shares; 2025Q4: 451,186 shares; 2026Q1: 453,470 shares 453,470 $13.4M 0.21% +2,284 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: 24,428 shares; 2024Q4: 24,535 shares; 2025Q1: 26,432 shares; 2025Q2: 26,851 shares; 2025Q3: 26,749 shares; 2025Q4: 29,411 shares; 2026Q1: 26,640 shares 26,640 $13.3M 0.21% -2,771 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: 7,324 shares; 2024Q4: 6,505 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,047 shares 10,047 $13.3M 0.21% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,153 shares; 2024Q4: 192,635 shares; 2025Q1: 241,840 shares; 2025Q2: 286,196 shares; 2025Q3: 370,986 shares; 2025Q4: 422,164 shares; 2026Q1: 345,318 shares 345,318 $13.3M 0.21% -76,846 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: 47,395 shares; 2024Q4: 49,645 shares; 2025Q1: 53,686 shares; 2025Q2: 66,312 shares; 2025Q3: 70,003 shares; 2025Q4: 90,397 shares; 2026Q1: 88,296 shares 88,296 $12.9M 0.2% -2,101 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: 40,194 shares; 2024Q4: 44,144 shares; 2025Q1: 44,031 shares; 2025Q2: 53,224 shares; 2025Q3: 53,273 shares; 2025Q4: 66,575 shares; 2026Q1: 66,746 shares 66,746 $12.9M 0.2% +171 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: 29,987 shares; 2024Q4: 27,255 shares; 2025Q1: 30,638 shares; 2025Q2: 28,001 shares; 2025Q3: 31,077 shares; 2025Q4: 28,798 shares; 2026Q1: 255,533 shares 255,533 $12.9M 0.2% +226,735 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: 121,215 shares; 2024Q4: 120,480 shares; 2025Q1: 122,524 shares; 2025Q2: 139,597 shares; 2025Q3: 126,009 shares; 2025Q4: 152,614 shares; 2026Q1: 168,577 shares 168,577 $12.8M 0.2% +15,963 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: 11,705 shares; 2024Q4: 11,802 shares; 2025Q1: 12,983 shares; 2025Q2: 12,707 shares; 2025Q3: 13,832 shares; 2025Q4: 14,571 shares; 2026Q1: 15,097 shares 15,097 $12.8M 0.2% +526 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 273,058 shares; 2026Q1: 256,932 shares 256,932 $12.8M 0.2% -16,126 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: 64,226 shares 64,226 $12.7M 0.2% new 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: 28,850 shares; 2024Q4: 26,057 shares; 2025Q1: 29,196 shares; 2025Q2: 34,088 shares; 2025Q3: 27,289 shares; 2025Q4: 61,155 shares; 2026Q1: 227,929 shares 227,929 $12.3M 0.19% +166,774 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: 83,816 shares; 2024Q4: 90,588 shares; 2025Q1: 86,085 shares; 2025Q2: 87,689 shares; 2025Q3: 80,072 shares; 2025Q4: 81,731 shares; 2026Q1: 83,700 shares 83,700 $12.1M 0.19% +1,969 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,683 shares; 2024Q4: 9,979 shares; 2025Q1: 10,773 shares; 2025Q2: 13,013 shares; 2025Q3: 12,968 shares; 2025Q4: 13,088 shares; 2026Q1: 13,814 shares 13,814 $12.1M 0.19% +726 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285,409 shares; 2024Q4: 301,199 shares; 2025Q1: 298,348 shares; 2025Q2: 299,258 shares; 2025Q3: 297,534 shares; 2025Q4: 292,457 shares; 2026Q1: 488,606 shares 488,606 $11.9M 0.19% +196,149 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: 22,240 shares; 2024Q4: 21,155 shares; 2025Q1: 22,725 shares; 2025Q2: 27,313 shares; 2025Q3: 27,439 shares; 2025Q4: 29,404 shares; 2026Q1: 32,930 shares 32,930 $11.6M 0.18% +3,526 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 270,666 shares; 2025Q1: 267,935 shares; 2025Q2: 257,708 shares; 2025Q3: 238,148 shares; 2025Q4: 235,619 shares; 2026Q1: 231,440 shares 231,440 $11M 0.17% -4,179 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: 139,728 shares; 2024Q4: 131,145 shares; 2025Q1: 138,960 shares; 2025Q2: 173,736 shares; 2025Q3: 189,645 shares; 2025Q4: 218,871 shares; 2026Q1: 225,269 shares 225,269 $11M 0.17% +6,398 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: 53,664 shares; 2024Q4: 59,183 shares; 2025Q1: 55,137 shares; 2025Q2: 55,116 shares; 2025Q3: 55,806 shares; 2025Q4: 58,164 shares; 2026Q1: 58,424 shares 58,424 $10.8M 0.17% +260 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,127 shares; 2024Q4: 15,772 shares; 2025Q1: 17,799 shares; 2025Q2: 16,884 shares; 2025Q3: 15,669 shares; 2025Q4: 16,059 shares; 2026Q1: 75,231 shares 75,231 $10.7M 0.17% +59,172 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,338 shares; 2025Q1: 13,349 shares; 2025Q2: not reported; 2025Q3: 13,305 shares; 2025Q4: 161,655 shares; 2026Q1: 350,119 shares 350,119 $10.4M 0.16% +188,464 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272,826 shares; 2024Q4: 260,834 shares; 2025Q1: 270,430 shares; 2025Q2: 280,562 shares; 2025Q3: 351,996 shares; 2025Q4: 414,678 shares; 2026Q1: 413,641 shares 413,641 $10.2M 0.16% -1,037 Timeline FELG 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: 300,801 shares; 2026Q1: 269,710 shares 269,710 $10.1M 0.16% -31,091 Timeline URTH 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: 54,461 shares; 2024Q4: 54,187 shares; 2025Q1: 53,264 shares; 2025Q2: 55,444 shares; 2025Q3: 57,253 shares; 2025Q4: 55,266 shares; 2026Q1: 55,268 shares 55,268 $9.95M 0.16% +2 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: 31,342 shares; 2024Q4: 31,446 shares; 2025Q1: 32,319 shares; 2025Q2: 35,623 shares; 2025Q3: 42,924 shares; 2025Q4: 46,464 shares; 2026Q1: 40,802 shares 40,802 $9.89M 0.15% -5,662 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: 102,245 shares; 2024Q4: 98,994 shares; 2025Q1: 106,999 shares; 2025Q2: 117,308 shares; 2025Q3: 118,332 shares; 2025Q4: 171,133 shares; 2026Q1: 193,077 shares 193,077 $9.69M 0.15% +21,944 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361,107 shares; 2024Q4: 335,222 shares; 2025Q1: 330,278 shares; 2025Q2: 324,423 shares; 2025Q3: 319,384 shares; 2025Q4: 329,518 shares; 2026Q1: 335,109 shares 335,109 $9.53M 0.15% +5,591 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: 8,220 shares; 2024Q4: 8,342 shares; 2025Q1: not reported; 2025Q2: 12,575 shares; 2025Q3: 13,898 shares; 2025Q4: 14,628 shares; 2026Q1: 13,632 shares 13,632 $9.3M 0.15% -996 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,238 shares; 2024Q4: 160,692 shares; 2025Q1: 234,516 shares; 2025Q2: 300,945 shares; 2025Q3: 304,309 shares; 2025Q4: 343,677 shares; 2026Q1: 353,603 shares 353,603 $9.26M 0.14% +9,926 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,789 shares; 2024Q4: 6,236 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 160,869 shares; 2026Q1: 188,676 shares 188,676 $9.12M 0.14% +27,807 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: 60,366 shares; 2024Q4: 65,285 shares; 2025Q1: 74,701 shares; 2025Q2: 80,845 shares; 2025Q3: 95,054 shares; 2025Q4: 100,759 shares; 2026Q1: 98,823 shares 98,823 $9.07M 0.14% -1,936 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: 24,596 shares; 2025Q1: 27,518 shares; 2025Q2: 35,067 shares; 2025Q3: 34,293 shares; 2025Q4: 37,689 shares; 2026Q1: 42,367 shares 42,367 $9.05M 0.14% +4,678 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: 8,378 shares; 2024Q4: 9,433 shares; 2025Q1: 12,146 shares; 2025Q2: 14,699 shares; 2025Q3: 13,746 shares; 2025Q4: 13,724 shares; 2026Q1: 19,543 shares 19,543 $9.01M 0.14% +5,819 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: 40,255 shares; 2024Q4: 40,248 shares; 2025Q1: 44,010 shares; 2025Q2: 45,976 shares; 2025Q3: 47,130 shares; 2025Q4: 51,556 shares; 2026Q1: 61,181 shares 61,181 $9M 0.14% +9,625 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190,734 shares; 2026Q1: 243,722 shares 243,722 $8.94M 0.14% +52,988 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: 11,056 shares; 2024Q4: 11,868 shares; 2025Q1: 14,465 shares; 2025Q2: 13,925 shares; 2025Q3: 15,425 shares; 2025Q4: 18,298 shares; 2026Q1: 17,944 shares 17,944 $8.82M 0.14% -354 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: 80,529 shares; 2024Q4: 94,691 shares; 2025Q1: 106,132 shares; 2025Q2: 104,212 shares; 2025Q3: 113,297 shares; 2025Q4: 109,033 shares; 2026Q1: 112,420 shares 112,420 $8.81M 0.14% +3,387 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: 45,022 shares; 2024Q4: 56,005 shares; 2025Q1: 68,135 shares; 2025Q2: 78,777 shares; 2025Q3: 79,767 shares; 2025Q4: 97,706 shares; 2026Q1: 85,711 shares 85,711 $8.8M 0.14% -11,995 Timeline EVMO 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: 187,911 shares; 2026Q1: 173,685 shares 173,685 $8.74M 0.14% -14,226 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,624 shares; 2024Q4: 4,658 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,336 shares; 2026Q1: 42,444 shares 42,444 $8.73M 0.14% +5,108 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: 81,611 shares; 2024Q4: 68,510 shares; 2025Q1: 103,502 shares; 2025Q2: 176,546 shares; 2025Q3: 168,521 shares; 2025Q4: 136,804 shares; 2026Q1: 95,198 shares 95,198 $8.72M 0.14% -41,606 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: 83,724 shares; 2024Q4: 86,726 shares; 2025Q1: 90,065 shares; 2025Q2: 70,528 shares; 2025Q3: 75,615 shares; 2025Q4: 88,004 shares; 2026Q1: 90,225 shares 90,225 $8.7M 0.14% +2,221 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 187,334 shares 187,334 $8.66M 0.14% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,661 shares; 2024Q4: 244,066 shares; 2025Q1: 249,209 shares; 2025Q2: 272,046 shares; 2025Q3: 277,208 shares; 2025Q4: 296,326 shares; 2026Q1: 293,619 shares 293,619 $8.54M 0.13% -2,707 Timeline ITWO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 233,885 shares; 2026Q1: 214,261 shares 214,261 $8.52M 0.13% -19,624 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,645 shares; 2024Q4: 52,227 shares; 2025Q1: 46,842 shares; 2025Q2: 47,441 shares; 2025Q3: 48,853 shares; 2025Q4: 48,116 shares; 2026Q1: 46,666 shares 46,666 $8.47M 0.13% -1,450 Timeline JPIB 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: 132,408 shares; 2024Q4: 126,978 shares; 2025Q1: 130,238 shares; 2025Q2: 135,358 shares; 2025Q3: 144,143 shares; 2025Q4: 172,257 shares; 2026Q1: 175,929 shares 175,929 $8.41M 0.13% +3,672 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: 13,440 shares; 2024Q4: 12,558 shares; 2025Q1: 22,151 shares; 2025Q2: 24,298 shares; 2025Q3: 20,325 shares; 2025Q4: 26,996 shares; 2026Q1: 28,188 shares 28,188 $8.33M 0.13% +1,192 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: 25,670 shares; 2024Q4: 24,094 shares; 2025Q1: 22,830 shares; 2025Q2: 22,686 shares; 2025Q3: 32,422 shares; 2025Q4: 41,693 shares; 2026Q1: 30,406 shares 30,406 $8.23M 0.13% -11,287 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: 84,365 shares; 2026Q1: 89,416 shares 89,416 $8.14M 0.13% +5,051 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335,170 shares; 2024Q4: 318,340 shares; 2025Q1: 326,572 shares; 2025Q2: 359,366 shares; 2025Q3: 362,309 shares; 2025Q4: 362,758 shares; 2026Q1: 431,602 shares 431,602 $7.99M 0.13% +68,844 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: 64,679 shares; 2024Q4: 65,567 shares; 2025Q1: 63,945 shares; 2025Q2: 65,517 shares; 2025Q3: 64,711 shares; 2025Q4: 64,561 shares; 2026Q1: 70,594 shares 70,594 $7.98M 0.12% +6,033 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: 68,411 shares; 2024Q4: 72,893 shares; 2025Q1: 75,660 shares; 2025Q2: 82,382 shares; 2025Q3: 84,293 shares; 2025Q4: 94,935 shares; 2026Q1: 100,185 shares 100,185 $7.98M 0.12% +5,250 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: 20,358 shares; 2024Q4: 20,419 shares; 2025Q1: 21,653 shares; 2025Q2: 22,150 shares; 2025Q3: 21,933 shares; 2025Q4: 24,832 shares; 2026Q1: 25,661 shares 25,661 $7.98M 0.12% +829 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: 28,423 shares; 2024Q4: 25,803 shares; 2025Q1: 28,690 shares; 2025Q2: 28,894 shares; 2025Q3: 30,839 shares; 2025Q4: 36,293 shares; 2026Q1: 38,936 shares 38,936 $7.92M 0.12% +2,643 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,927 shares; 2024Q4: 64,767 shares; 2025Q1: 68,130 shares; 2025Q2: 66,454 shares; 2025Q3: 67,254 shares; 2025Q4: 98,647 shares; 2026Q1: 100,329 shares 100,329 $7.87M 0.12% +1,682 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: 23,070 shares; 2024Q4: 25,484 shares; 2025Q1: 40,979 shares; 2025Q2: 27,444 shares; 2025Q3: 27,190 shares; 2025Q4: 30,683 shares; 2026Q1: 55,332 shares 55,332 $7.71M 0.12% +24,649 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: 7,579 shares; 2024Q4: 8,475 shares; 2025Q1: 11,322 shares; 2025Q2: 13,931 shares; 2025Q3: not reported; 2025Q4: 15,594 shares; 2026Q1: 17,226 shares 17,226 $7.69M 0.12% +1,632 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: 10,788 shares; 2024Q4: 10,715 shares; 2025Q1: 11,575 shares; 2025Q2: 32,878 shares; 2025Q3: 34,177 shares; 2025Q4: 36,877 shares; 2026Q1: 35,537 shares 35,537 $7.64M 0.12% -1,340 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: 26,723 shares; 2024Q4: 28,114 shares; 2025Q1: 40,795 shares; 2025Q2: 41,153 shares; 2025Q3: 35,211 shares; 2025Q4: 36,531 shares; 2026Q1: 40,801 shares 40,801 $7.62M 0.12% +4,270 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,141 shares; 2024Q4: 77,578 shares; 2025Q1: 75,865 shares; 2025Q2: 78,688 shares; 2025Q3: 75,479 shares; 2025Q4: 78,027 shares; 2026Q1: 77,946 shares 77,946 $7.58M 0.12% -81 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: 120,631 shares; 2024Q4: 117,562 shares; 2025Q1: 113,790 shares; 2025Q2: 117,680 shares; 2025Q3: 120,604 shares; 2025Q4: 129,590 shares; 2026Q1: 157,264 shares 157,264 $7.58M 0.12% +27,674 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,299 shares; 2024Q4: 22,456 shares; 2025Q1: 21,675 shares; 2025Q2: 22,166 shares; 2025Q3: 21,770 shares; 2025Q4: 21,323 shares; 2026Q1: 21,231 shares 21,231 $7.57M 0.12% -92 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: 31,689 shares; 2024Q4: 31,641 shares; 2025Q1: 30,525 shares; 2025Q2: 30,839 shares; 2025Q3: 30,305 shares; 2025Q4: 30,117 shares; 2026Q1: 30,475 shares 30,475 $7.56M 0.12% +358 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: 19,327 shares; 2024Q4: 14,807 shares; 2025Q1: 18,986 shares; 2025Q2: 53,483 shares; 2025Q3: 60,941 shares; 2025Q4: 66,859 shares; 2026Q1: 69,647 shares 69,647 $7.54M 0.12% +2,788 Timeline BSMC 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: 228,684 shares; 2026Q1: 208,094 shares 208,094 $7.53M 0.12% -20,590 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: 12,955 shares; 2024Q4: 13,058 shares; 2025Q1: 13,588 shares; 2025Q2: 14,485 shares; 2025Q3: 14,697 shares; 2025Q4: 14,288 shares; 2026Q1: 15,178 shares 15,178 $7.52M 0.12% +890 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,316 shares; 2024Q4: 187,843 shares; 2025Q1: 64,810 shares; 2025Q2: 63,235 shares; 2025Q3: 137,783 shares; 2025Q4: 140,556 shares; 2026Q1: 143,525 shares 143,525 $7.49M 0.12% +2,969 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: 24,425 shares; 2024Q4: 23,773 shares; 2025Q1: 35,011 shares; 2025Q2: 34,492 shares; 2025Q3: 33,629 shares; 2025Q4: 34,529 shares; 2026Q1: 32,767 shares 32,767 $7.41M 0.12% -1,762 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: 13,088 shares; 2024Q4: 12,937 shares; 2025Q1: 13,202 shares; 2025Q2: 19,077 shares; 2025Q3: 18,521 shares; 2025Q4: 20,251 shares; 2026Q1: 20,625 shares 20,625 $7.38M 0.12% +374 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: 7,799 shares; 2024Q4: 9,763 shares; 2025Q1: 12,659 shares; 2025Q2: 13,292 shares; 2025Q3: 14,602 shares; 2025Q4: 17,973 shares; 2026Q1: 22,438 shares 22,438 $7.37M 0.12% +4,465 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 305,447 shares; 2026Q1: 307,510 shares 307,510 $7.3M 0.11% +2,063 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,358 shares; 2024Q4: 82,388 shares; 2025Q1: 98,130 shares; 2025Q2: 109,157 shares; 2025Q3: 81,068 shares; 2025Q4: 99,176 shares; 2026Q1: 152,810 shares 152,810 $7.18M 0.11% +53,634 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,338 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,045 shares 82,045 $7.11M 0.11% new 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: 30,182 shares; 2024Q4: 32,622 shares; 2025Q1: 33,779 shares; 2025Q2: 34,291 shares; 2025Q3: 35,028 shares; 2025Q4: 37,799 shares; 2026Q1: 40,502 shares 40,502 $7.03M 0.11% +2,703 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,376 shares; 2024Q4: 33,990 shares; 2025Q1: 27,818 shares; 2025Q2: 27,199 shares; 2025Q3: 27,101 shares; 2025Q4: 26,454 shares; 2026Q1: 25,704 shares 25,704 $7M 0.11% -750 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,952 shares; 2024Q4: 10,100 shares; 2025Q1: 15,839 shares; 2025Q2: 18,414 shares; 2025Q3: 18,641 shares; 2025Q4: 19,665 shares; 2026Q1: 21,435 shares 21,435 $6.92M 0.11% +1,770 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: 39,116 shares; 2024Q4: 34,271 shares; 2025Q1: 39,244 shares; 2025Q2: 36,854 shares; 2025Q3: 39,418 shares; 2025Q4: 41,303 shares; 2026Q1: 44,375 shares 44,375 $6.89M 0.11% +3,072 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: 49,433 shares; 2024Q4: 50,109 shares; 2025Q1: 52,570 shares; 2025Q2: 51,482 shares; 2025Q3: 50,991 shares; 2025Q4: 109,000 shares; 2026Q1: 112,333 shares 112,333 $6.88M 0.11% +3,333 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: 19,985 shares; 2024Q4: 20,672 shares; 2025Q1: 20,477 shares; 2025Q2: 27,938 shares; 2025Q3: 26,501 shares; 2025Q4: 35,709 shares; 2026Q1: 36,090 shares 36,090 $6.84M 0.11% +381 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: 22,269 shares; 2024Q4: 21,653 shares; 2025Q1: 21,916 shares; 2025Q2: 21,818 shares; 2025Q3: 23,346 shares; 2025Q4: 25,141 shares; 2026Q1: 24,718 shares 24,718 $6.8M 0.11% -423 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,136 shares; 2024Q4: 53,363 shares; 2025Q1: 52,923 shares; 2025Q2: 52,167 shares; 2025Q3: 52,133 shares; 2025Q4: 48,943 shares; 2026Q1: 44,137 shares 44,137 $6.74M 0.11% -4,806 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,497 shares; 2024Q4: 28,396 shares; 2025Q1: 39,486 shares; 2025Q2: 53,350 shares; 2025Q3: 68,454 shares; 2025Q4: 86,581 shares; 2026Q1: 104,563 shares 104,563 $6.65M 0.1% +17,982 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,238 shares; 2024Q4: 143,787 shares; 2025Q1: 150,821 shares; 2025Q2: 162,735 shares; 2025Q3: 160,111 shares; 2025Q4: 163,932 shares; 2026Q1: 162,089 shares 162,089 $6.61M 0.1% -1,843 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,436 shares; 2024Q4: 113,480 shares; 2025Q1: 93,707 shares; 2025Q2: 83,493 shares; 2025Q3: 77,929 shares; 2025Q4: 92,731 shares; 2026Q1: 130,598 shares 130,598 $6.55M 0.1% +37,867 Timeline DGT 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: 35,635 shares; 2025Q1: 29,764 shares; 2025Q2: 34,060 shares; 2025Q3: 33,155 shares; 2025Q4: 36,280 shares; 2026Q1: 38,566 shares 38,566 $6.54M 0.1% +2,286 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: 111,856 shares; 2024Q4: 126,461 shares; 2025Q1: 143,970 shares; 2025Q2: 145,947 shares; 2025Q3: 153,918 shares; 2025Q4: 149,336 shares; 2026Q1: 162,468 shares 162,468 $6.53M 0.1% +13,132 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,227 shares; 2024Q4: 61,314 shares; 2025Q1: 61,257 shares; 2025Q2: 62,496 shares; 2025Q3: 61,435 shares; 2025Q4: 62,971 shares; 2026Q1: 69,175 shares 69,175 $6.5M 0.1% +6,204 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,959 shares; 2024Q4: 46,807 shares; 2025Q1: 46,415 shares; 2025Q2: 45,364 shares; 2025Q3: 43,950 shares; 2025Q4: 44,737 shares; 2026Q1: 44,591 shares 44,591 $6.5M 0.1% -146 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,603 shares; 2024Q4: 7,484 shares; 2025Q1: not reported; 2025Q2: 14,258 shares; 2025Q3: 15,740 shares; 2025Q4: 61,392 shares; 2026Q1: 99,848 shares 99,848 $6.49M 0.1% +38,456 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,486 shares; 2024Q4: 64,888 shares; 2025Q1: 65,682 shares; 2025Q2: 65,408 shares; 2025Q3: 64,925 shares; 2025Q4: 64,103 shares; 2026Q1: 62,651 shares 62,651 $6.48M 0.1% -1,452 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,770 shares; 2024Q4: 24,224 shares; 2025Q1: 31,967 shares; 2025Q2: 40,432 shares; 2025Q3: 48,912 shares; 2025Q4: 78,161 shares; 2026Q1: 132,059 shares 132,059 $6.44M 0.1% +53,898 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,477 shares; 2024Q4: 16,615 shares; 2025Q1: 60,772 shares; 2025Q2: 163,156 shares; 2025Q3: 150,301 shares; 2025Q4: 145,655 shares; 2026Q1: 135,732 shares 135,732 $6.33M 0.1% -9,923 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: 5,802 shares; 2025Q1: not reported; 2025Q2: 21,774 shares; 2025Q3: 27,528 shares; 2025Q4: 35,660 shares; 2026Q1: 35,154 shares 35,154 $6.27M 0.1% -506 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265,512 shares; 2024Q4: 258,842 shares; 2025Q1: 271,224 shares; 2025Q2: 299,649 shares; 2025Q3: 233,673 shares; 2025Q4: 210,996 shares; 2026Q1: 214,069 shares 214,069 $6.21M 0.1% +3,073 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,043 shares; 2024Q4: 11,238 shares; 2025Q1: 20,936 shares; 2025Q2: 55,489 shares; 2025Q3: 75,206 shares; 2025Q4: 78,717 shares; 2026Q1: 97,098 shares 97,098 $6.13M 0.1% +18,381 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,267 shares; 2025Q1: 19,402 shares; 2025Q2: 19,402 shares; 2025Q3: 19,509 shares; 2025Q4: 198,785 shares; 2026Q1: 179,617 shares 179,617 $6.07M 0.1% -19,168 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,767 shares; 2024Q4: 125,854 shares; 2025Q1: 126,392 shares; 2025Q2: 126,503 shares; 2025Q3: 126,177 shares; 2025Q4: 127,784 shares; 2026Q1: 130,264 shares 130,264 $6.04M 0.09% +2,480 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: 63,622 shares; 2024Q4: 61,086 shares; 2025Q1: 65,444 shares; 2025Q2: 74,136 shares; 2025Q3: 87,313 shares; 2025Q4: 67,887 shares; 2026Q1: 69,668 shares 69,668 $6.04M 0.09% +1,781 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,052 shares; 2024Q4: 2,183 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,236 shares; 2026Q1: 41,648 shares 41,648 $5.93M 0.09% +2,412 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,964 shares; 2024Q4: 43,639 shares; 2025Q1: 45,439 shares; 2025Q2: 55,492 shares; 2025Q3: 66,448 shares; 2025Q4: 80,011 shares; 2026Q1: 63,582 shares 63,582 $5.91M 0.09% -16,429 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,276 shares; 2024Q4: 29,131 shares; 2025Q1: 33,821 shares; 2025Q2: 43,807 shares; 2025Q3: 65,196 shares; 2025Q4: 102,169 shares; 2026Q1: 232,685 shares 232,685 $5.84M 0.09% +130,516 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: 12,790 shares; 2024Q4: 9,990 shares; 2025Q1: 18,849 shares; 2025Q2: 21,513 shares; 2025Q3: 22,789 shares; 2025Q4: 24,508 shares; 2026Q1: 29,424 shares 29,424 $5.82M 0.09% +4,916 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: 12,409 shares; 2024Q4: 12,241 shares; 2025Q1: 12,470 shares; 2025Q2: 15,791 shares; 2025Q3: 15,672 shares; 2025Q4: 21,946 shares; 2026Q1: 19,150 shares 19,150 $5.79M 0.09% -2,796 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,925 shares; 2024Q4: 18,441 shares; 2025Q1: 16,067 shares; 2025Q2: 18,577 shares; 2025Q3: 15,966 shares; 2025Q4: 17,234 shares; 2026Q1: 18,879 shares 18,879 $5.74M 0.09% +1,645 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: 20,654 shares; 2024Q4: 50,179 shares; 2025Q1: 62,096 shares; 2025Q2: 94,682 shares; 2025Q3: 129,953 shares; 2025Q4: 139,353 shares; 2026Q1: 165,049 shares 165,049 $5.68M 0.09% +25,696 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: 27,543 shares; 2024Q4: 28,453 shares; 2025Q1: 28,850 shares; 2025Q2: 30,443 shares; 2025Q3: 29,020 shares; 2025Q4: 33,552 shares; 2026Q1: 34,425 shares 34,425 $5.67M 0.09% +873 Timeline VTHR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,807 shares; 2026Q1: 19,331 shares 19,331 $5.56M 0.09% +3,524 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,921 shares; 2024Q4: 16,776 shares; 2025Q1: 26,009 shares; 2025Q2: 35,742 shares; 2025Q3: 49,328 shares; 2025Q4: 61,759 shares; 2026Q1: 73,498 shares 73,498 $5.55M 0.09% +11,739 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,026 shares; 2024Q4: 30,037 shares; 2025Q1: 33,115 shares; 2025Q2: 32,656 shares; 2025Q3: 33,079 shares; 2025Q4: 37,154 shares; 2026Q1: 107,890 shares 107,890 $5.54M 0.09% +70,736 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: 88,966 shares; 2026Q1: 97,216 shares 97,216 $5.54M 0.09% +8,250 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,538 shares; 2024Q4: 53,301 shares; 2025Q1: 57,484 shares; 2025Q2: 71,233 shares; 2025Q3: 80,176 shares; 2025Q4: 89,982 shares; 2026Q1: 87,283 shares 87,283 $5.46M 0.09% -2,699 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,853 shares; 2024Q4: 86,741 shares; 2025Q1: 100,420 shares; 2025Q2: 116,979 shares; 2025Q3: 133,665 shares; 2025Q4: 135,745 shares; 2026Q1: 213,188 shares 213,188 $5.44M 0.09% +77,443 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: 36,737 shares; 2024Q4: 35,578 shares; 2025Q1: 39,054 shares; 2025Q2: 30,350 shares; 2025Q3: 26,258 shares; 2025Q4: 34,537 shares; 2026Q1: 50,991 shares 50,991 $5.41M 0.08% +16,454 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,681 shares; 2024Q4: 121,889 shares; 2025Q1: 116,040 shares; 2025Q2: 114,946 shares; 2025Q3: 110,307 shares; 2025Q4: 114,767 shares; 2026Q1: 115,095 shares 115,095 $5.4M 0.08% +328 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: 20,766 shares; 2024Q4: 21,028 shares; 2025Q1: 21,993 shares; 2025Q2: 26,142 shares; 2025Q3: 25,419 shares; 2025Q4: 29,358 shares; 2026Q1: 33,792 shares 33,792 $5.4M 0.08% +4,434 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,852 shares; 2024Q4: 18,732 shares; 2025Q1: 56,980 shares; 2025Q2: 86,488 shares; 2025Q3: 122,561 shares; 2025Q4: 159,207 shares; 2026Q1: 189,648 shares 189,648 $5.37M 0.08% +30,441 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: 11,228 shares; 2024Q4: 9,879 shares; 2025Q1: not reported; 2025Q2: 25,214 shares; 2025Q3: 21,347 shares; 2025Q4: 28,102 shares; 2026Q1: 17,020 shares 17,020 $5.35M 0.08% -11,082 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,582 shares; 2024Q4: 68,352 shares; 2025Q1: 72,580 shares; 2025Q2: 98,740 shares; 2025Q3: 101,139 shares; 2025Q4: 278,407 shares; 2026Q1: 309,109 shares 309,109 $5.33M 0.08% +30,702 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: 12,316 shares; 2024Q4: 15,506 shares; 2025Q1: 16,543 shares; 2025Q2: 18,329 shares; 2025Q3: 18,332 shares; 2025Q4: 22,891 shares; 2026Q1: 39,109 shares 39,109 $5.32M 0.08% +16,218 Timeline VNM 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: 20,778 shares; 2024Q4: 20,554 shares; 2025Q1: 71,576 shares; 2025Q2: 118,631 shares; 2025Q3: 132,000 shares; 2025Q4: 259,882 shares; 2026Q1: 306,524 shares 306,524 $5.31M 0.08% +46,642 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 98,542 shares 98,542 $5.2M 0.08% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,395 shares; 2024Q4: 20,385 shares; 2025Q1: 23,282 shares; 2025Q2: 30,455 shares; 2025Q3: 33,774 shares; 2025Q4: 40,421 shares; 2026Q1: 45,607 shares 45,607 $5.17M 0.08% +5,186 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: 100,130 shares; 2024Q4: 100,594 shares; 2025Q1: 99,819 shares; 2025Q2: 103,417 shares; 2025Q3: 108,921 shares; 2025Q4: 110,268 shares; 2026Q1: 120,309 shares 120,309 $5.12M 0.08% +10,041 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,661 shares; 2024Q4: 10,775 shares; 2025Q1: 17,709 shares; 2025Q2: 43,275 shares; 2025Q3: 60,686 shares; 2025Q4: 82,484 shares; 2026Q1: 103,647 shares 103,647 $5.09M 0.08% +21,163 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: 61,165 shares; 2024Q4: 60,757 shares; 2025Q1: 60,725 shares; 2025Q2: 62,163 shares; 2025Q3: 63,249 shares; 2025Q4: 63,644 shares; 2026Q1: 62,694 shares 62,694 $5.08M 0.08% -950 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,354 shares; 2024Q4: 8,744 shares; 2025Q1: 93,363 shares; 2025Q2: 94,077 shares; 2025Q3: 94,148 shares; 2025Q4: 96,164 shares; 2026Q1: 94,849 shares 94,849 $5.07M 0.08% -1,315 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: 30,588 shares; 2024Q4: 30,698 shares; 2025Q1: 32,461 shares; 2025Q2: 33,086 shares; 2025Q3: 31,999 shares; 2025Q4: 37,379 shares; 2026Q1: 39,979 shares 39,979 $5.05M 0.08% +2,600 Timeline JPLD 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: 90,348 shares; 2026Q1: 96,340 shares 96,340 $5.03M 0.08% +5,992 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: 34,077 shares; 2024Q4: 33,404 shares; 2025Q1: 34,563 shares; 2025Q2: 36,205 shares; 2025Q3: 36,949 shares; 2025Q4: 40,118 shares; 2026Q1: 38,670 shares 38,670 $4.98M 0.08% -1,448 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,710 shares; 2024Q4: 39,607 shares; 2025Q1: 39,349 shares; 2025Q2: 38,664 shares; 2025Q3: 38,109 shares; 2025Q4: 38,426 shares; 2026Q1: 39,140 shares 39,140 $4.98M 0.08% +714 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: 29,170 shares; 2024Q4: 27,005 shares; 2025Q1: 29,744 shares; 2025Q2: 31,725 shares; 2025Q3: 32,346 shares; 2025Q4: 32,761 shares; 2026Q1: 33,931 shares 33,931 $4.97M 0.08% +1,170 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 178,814 shares; 2026Q1: 183,026 shares 183,026 $4.97M 0.08% +4,212 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: 33,437 shares; 2024Q4: 38,361 shares; 2025Q1: 34,626 shares; 2025Q2: 74,697 shares; 2025Q3: 67,531 shares; 2025Q4: 72,513 shares; 2026Q1: 74,722 shares 74,722 $4.93M 0.08% +2,209 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: 16,758 shares; 2024Q4: 16,086 shares; 2025Q1: 16,714 shares; 2025Q2: 17,465 shares; 2025Q3: 17,049 shares; 2025Q4: 18,535 shares; 2026Q1: 20,267 shares 20,267 $4.92M 0.08% +1,732 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,596 shares; 2024Q4: 6,779 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,210 shares 13,210 $4.9M 0.08% new 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: 109,428 shares; 2024Q4: 84,059 shares; 2025Q1: 102,327 shares; 2025Q2: 108,586 shares; 2025Q3: 123,156 shares; 2025Q4: 147,787 shares; 2026Q1: 173,587 shares 173,587 $4.87M 0.08% +25,800 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: 45,194 shares; 2024Q4: 44,487 shares; 2025Q1: 43,094 shares; 2025Q2: 41,891 shares; 2025Q3: 42,145 shares; 2025Q4: 50,272 shares; 2026Q1: 52,028 shares 52,028 $4.83M 0.08% +1,756 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: 4,720 shares; 2024Q4: 7,483 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,104 shares; 2026Q1: 18,638 shares 18,638 $4.8M 0.08% +534 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,047 shares; 2024Q4: 15,208 shares; 2025Q1: 17,874 shares; 2025Q2: 18,570 shares; 2025Q3: 19,286 shares; 2025Q4: 20,079 shares; 2026Q1: 20,796 shares 20,796 $4.79M 0.07% +717 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,118 shares; 2024Q4: 25,899 shares; 2025Q1: 21,758 shares; 2025Q2: 31,810 shares; 2025Q3: 31,048 shares; 2025Q4: 32,215 shares; 2026Q1: 32,635 shares 32,635 $4.76M 0.07% +420 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,269 shares; 2024Q4: 34,476 shares; 2025Q1: 34,119 shares; 2025Q2: 34,087 shares; 2025Q3: 35,083 shares; 2025Q4: 35,990 shares; 2026Q1: 35,823 shares 35,823 $4.75M 0.07% -167 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: 66,909 shares; 2024Q4: 78,350 shares; 2025Q1: 80,840 shares; 2025Q2: 86,076 shares; 2025Q3: 88,556 shares; 2025Q4: 80,846 shares; 2026Q1: 80,616 shares 80,616 $4.74M 0.07% -230 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: 6,956 shares; 2024Q4: 7,029 shares; 2025Q1: 10,204 shares; 2025Q2: 11,025 shares; 2025Q3: not reported; 2025Q4: 11,072 shares; 2026Q1: 11,112 shares 11,112 $4.73M 0.07% +40 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: 32,374 shares; 2024Q4: 44,688 shares; 2025Q1: 32,014 shares; 2025Q2: 36,169 shares; 2025Q3: 39,920 shares; 2025Q4: 30,962 shares; 2026Q1: 35,756 shares 35,756 $4.72M 0.07% +4,794 Timeline EWZ 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: 32,595 shares; 2025Q2: 50,417 shares; 2025Q3: 69,432 shares; 2025Q4: 92,332 shares; 2026Q1: 121,177 shares 121,177 $4.65M 0.07% +28,845 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: 8,003 shares; 2024Q4: 11,632 shares; 2025Q1: 13,352 shares; 2025Q2: 13,818 shares; 2025Q3: 14,065 shares; 2025Q4: 15,384 shares; 2026Q1: 16,656 shares 16,656 $4.65M 0.07% +1,272 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,096 shares; 2024Q4: 20,250 shares; 2025Q1: 19,726 shares; 2025Q2: 19,156 shares; 2025Q3: 19,786 shares; 2025Q4: 23,011 shares; 2026Q1: 26,720 shares 26,720 $4.57M 0.07% +3,709 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 79,542 shares; 2025Q2: 79,542 shares; 2025Q3: 76,900 shares; 2025Q4: 76,040 shares; 2026Q1: 90,283 shares 90,283 $4.55M 0.07% +14,243 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,941 shares; 2024Q4: 59,886 shares; 2025Q1: 79,217 shares; 2025Q2: 126,733 shares; 2025Q3: 162,128 shares; 2025Q4: 202,031 shares; 2026Q1: 242,096 shares 242,096 $4.53M 0.07% +40,065 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,825 shares; 2024Q4: 3,797 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,145 shares; 2026Q1: 16,715 shares 16,715 $4.52M 0.07% -3,430 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: 30,837 shares; 2024Q4: 34,936 shares; 2025Q1: 45,464 shares; 2025Q2: 48,724 shares; 2025Q3: 52,563 shares; 2025Q4: 63,674 shares; 2026Q1: 62,350 shares 62,350 $4.48M 0.07% -1,324 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: 11,215 shares; 2024Q4: 11,299 shares; 2025Q1: 11,517 shares; 2025Q2: 12,699 shares; 2025Q3: 12,599 shares; 2025Q4: 13,765 shares; 2026Q1: 13,932 shares 13,932 $4.47M 0.07% +167 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,016 shares; 2024Q4: 42,488 shares; 2025Q1: 41,030 shares; 2025Q2: 36,344 shares; 2025Q3: 34,455 shares; 2025Q4: 36,445 shares; 2026Q1: 147,938 shares 147,938 $4.46M 0.07% +111,493 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,497 shares; 2024Q4: 10,998 shares; 2025Q1: 18,994 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,619 shares 20,619 $4.36M 0.07% new Timeline VNLA 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: 8,288 shares; 2024Q4: 9,065 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,204 shares; 2026Q1: 88,950 shares 88,950 $4.35M 0.07% +5,746 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: 7,422 shares; 2024Q4: 7,789 shares; 2025Q1: not reported; 2025Q2: 18,764 shares; 2025Q3: 19,309 shares; 2025Q4: 21,187 shares; 2026Q1: 23,784 shares 23,784 $4.34M 0.07% +2,597 Timeline IOO 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: 25,888 shares; 2024Q4: 26,160 shares; 2025Q1: 26,160 shares; 2025Q2: 29,541 shares; 2025Q3: 33,292 shares; 2025Q4: 34,864 shares; 2026Q1: 35,146 shares 35,146 $4.25M 0.07% +282 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,166 shares; 2024Q4: 101,435 shares; 2025Q1: 97,451 shares; 2025Q2: 96,380 shares; 2025Q3: 94,452 shares; 2025Q4: 95,819 shares; 2026Q1: 99,050 shares 99,050 $4.2M 0.07% +3,231 Timeline CGW 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: 65,603 shares; 2024Q4: 66,076 shares; 2025Q1: 70,341 shares; 2025Q2: 69,028 shares; 2025Q3: 67,207 shares; 2025Q4: 67,451 shares; 2026Q1: 65,605 shares 65,605 $4.19M 0.07% -1,846 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,763 shares; 2024Q4: 11,552 shares; 2025Q1: not reported; 2025Q2: 99,393 shares; 2025Q3: 89,949 shares; 2025Q4: 91,123 shares; 2026Q1: 82,125 shares 82,125 $4.17M 0.07% -8,998 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,849 shares; 2024Q4: 7,517 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,089 shares; 2025Q4: 13,570 shares; 2026Q1: 15,305 shares 15,305 $4.08M 0.06% +1,735 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: 22,406 shares; 2024Q4: 21,898 shares; 2025Q1: 21,751 shares; 2025Q2: 26,306 shares; 2025Q3: 26,168 shares; 2025Q4: 27,829 shares; 2026Q1: 31,090 shares 31,090 $4.07M 0.06% +3,261 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86,123 shares; 2025Q3: 83,422 shares; 2025Q4: 81,969 shares; 2026Q1: 81,160 shares 81,160 $3.97M 0.06% -809 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 84,534 shares 84,534 $3.96M 0.06% new 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: 18,445 shares; 2024Q4: 15,022 shares; 2025Q1: 14,581 shares; 2025Q2: 13,797 shares; 2025Q3: 13,843 shares; 2025Q4: 15,067 shares; 2026Q1: 12,433 shares 12,433 $3.96M 0.06% -2,634 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: 13,683 shares; 2024Q4: 13,730 shares; 2025Q1: 13,353 shares; 2025Q2: 13,499 shares; 2025Q3: 13,531 shares; 2025Q4: 14,359 shares; 2026Q1: 14,208 shares 14,208 $3.95M 0.06% -151 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: 23,704 shares; 2024Q4: 24,286 shares; 2025Q1: 26,044 shares; 2025Q2: 27,700 shares; 2025Q3: 28,155 shares; 2025Q4: 29,601 shares; 2026Q1: 30,030 shares 30,030 $3.93M 0.06% +429 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: 2,048 shares; 2024Q4: 2,005 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,630 shares 13,630 $3.83M 0.06% new 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: 8,819 shares; 2024Q4: 9,069 shares; 2025Q1: not reported; 2025Q2: 10,375 shares; 2025Q3: not reported; 2025Q4: 11,120 shares; 2026Q1: 11,709 shares 11,709 $3.82M 0.06% +589 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: 77,631 shares; 2024Q4: 81,422 shares; 2025Q1: 89,719 shares; 2025Q2: 83,904 shares; 2025Q3: 85,593 shares; 2025Q4: 86,503 shares; 2026Q1: 98,543 shares 98,543 $3.79M 0.06% +12,040 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: 17,923 shares; 2024Q4: 17,390 shares; 2025Q1: 18,034 shares; 2025Q2: 19,234 shares; 2025Q3: 18,465 shares; 2025Q4: 19,540 shares; 2026Q1: 19,406 shares 19,406 $3.77M 0.06% -134 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: 12,731 shares; 2024Q4: 13,129 shares; 2025Q1: 13,692 shares; 2025Q2: 14,585 shares; 2025Q3: 13,418 shares; 2025Q4: 18,039 shares; 2026Q1: 18,858 shares 18,858 $3.74M 0.06% +819 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: 15,758 shares; 2024Q4: 16,411 shares; 2025Q1: 16,031 shares; 2025Q2: 16,448 shares; 2025Q3: 14,618 shares; 2025Q4: 15,819 shares; 2026Q1: 17,834 shares 17,834 $3.71M 0.06% +2,015 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,537 shares; 2024Q4: 7,210 shares; 2025Q1: not reported; 2025Q2: 14,657 shares; 2025Q3: 10,342 shares; 2025Q4: 27,350 shares; 2026Q1: 38,158 shares 38,158 $3.68M 0.06% +10,808 Timeline EEMV 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: 60,194 shares; 2025Q3: 57,610 shares; 2025Q4: 58,943 shares; 2026Q1: 56,831 shares 56,831 $3.68M 0.06% -2,112 Timeline EWS 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: 18,737 shares; 2024Q4: 22,758 shares; 2025Q1: 37,396 shares; 2025Q2: 56,877 shares; 2025Q3: 78,305 shares; 2025Q4: 104,243 shares; 2026Q1: 129,995 shares 129,995 $3.67M 0.06% +25,752 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,811 shares; 2024Q4: 62,908 shares; 2025Q1: 68,228 shares; 2025Q2: 66,322 shares; 2025Q3: 70,914 shares; 2025Q4: 68,776 shares; 2026Q1: 71,713 shares 71,713 $3.65M 0.06% +2,937 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,548 shares; 2025Q1: 80,259 shares; 2025Q2: 89,356 shares; 2025Q3: 90,060 shares; 2025Q4: 103,408 shares; 2026Q1: 115,008 shares 115,008 $3.63M 0.06% +11,600 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: 14,802 shares; 2024Q4: 14,921 shares; 2025Q1: 16,098 shares; 2025Q2: 17,684 shares; 2025Q3: 18,442 shares; 2025Q4: 17,714 shares; 2026Q1: 18,198 shares 18,198 $3.62M 0.06% +484 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: 22,376 shares; 2024Q4: 23,614 shares; 2025Q1: 21,454 shares; 2025Q2: 22,599 shares; 2025Q3: 20,955 shares; 2025Q4: 39,162 shares; 2026Q1: 42,257 shares 42,257 $3.6M 0.06% +3,095 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: 11,424 shares; 2024Q4: 14,405 shares; 2025Q1: 17,071 shares; 2025Q2: 22,158 shares; 2025Q3: 27,269 shares; 2025Q4: 30,308 shares; 2026Q1: 29,515 shares 29,515 $3.54M 0.06% -793 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,900 shares; 2024Q4: 45,307 shares; 2025Q1: 47,367 shares; 2025Q2: 45,577 shares; 2025Q3: 53,955 shares; 2025Q4: 70,269 shares; 2026Q1: 80,132 shares 80,132 $3.54M 0.06% +9,863 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,482 shares; 2024Q4: 18,829 shares; 2025Q1: 19,856 shares; 2025Q2: 20,039 shares; 2025Q3: 21,723 shares; 2025Q4: 32,111 shares; 2026Q1: 31,687 shares 31,687 $3.53M 0.06% -424 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,077 shares; 2024Q4: 41,679 shares; 2025Q1: 41,106 shares; 2025Q2: 45,654 shares; 2025Q3: 46,740 shares; 2025Q4: 46,725 shares; 2026Q1: 46,909 shares 46,909 $3.52M 0.06% +184 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: 24,761 shares; 2025Q1: 21,165 shares; 2025Q2: 23,181 shares; 2025Q3: 23,675 shares; 2025Q4: 26,063 shares; 2026Q1: 28,513 shares 28,513 $3.5M 0.05% +2,450 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,334 shares; 2024Q4: 9,112 shares; 2025Q1: 11,238 shares; 2025Q2: 14,067 shares; 2025Q3: 29,327 shares; 2025Q4: 38,414 shares; 2026Q1: 48,249 shares 48,249 $3.5M 0.05% +9,835 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: 23,700 shares; 2024Q4: 24,722 shares; 2025Q1: 25,100 shares; 2025Q2: 26,281 shares; 2025Q3: 26,370 shares; 2025Q4: 26,534 shares; 2026Q1: 30,434 shares 30,434 $3.5M 0.05% +3,900 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,687 shares; 2024Q4: 85,045 shares; 2025Q1: 81,483 shares; 2025Q2: 88,186 shares; 2025Q3: 91,488 shares; 2025Q4: 101,244 shares; 2026Q1: 84,925 shares 84,925 $3.49M 0.05% -16,319 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: 66,682 shares; 2024Q4: 73,344 shares; 2025Q1: 74,740 shares; 2025Q2: 102,414 shares; 2025Q3: 131,203 shares; 2025Q4: 153,390 shares; 2026Q1: 151,708 shares 151,708 $3.45M 0.05% -1,682 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,116 shares; 2024Q4: 25,344 shares; 2025Q1: 26,426 shares; 2025Q2: 27,922 shares; 2025Q3: 28,912 shares; 2025Q4: 34,607 shares; 2026Q1: 36,096 shares 36,096 $3.39M 0.05% +1,489 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: 34,682 shares; 2024Q4: 29,582 shares; 2025Q1: 36,693 shares; 2025Q2: 47,431 shares; 2025Q3: 49,314 shares; 2025Q4: 51,612 shares; 2026Q1: 57,715 shares 57,715 $3.37M 0.05% +6,103 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: 17,918 shares; 2024Q4: 18,264 shares; 2025Q1: 18,409 shares; 2025Q2: 18,313 shares; 2025Q3: 15,088 shares; 2025Q4: 16,593 shares; 2026Q1: 16,887 shares 16,887 $3.35M 0.05% +294 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: 6,398 shares; 2024Q4: 13,370 shares; 2025Q1: 14,477 shares; 2025Q2: 16,929 shares; 2025Q3: 16,252 shares; 2025Q4: 17,500 shares; 2026Q1: 20,848 shares 20,848 $3.34M 0.05% +3,348 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,704 shares; 2024Q4: 23,634 shares; 2025Q1: 16,124 shares; 2025Q2: 19,428 shares; 2025Q3: 12,850 shares; 2025Q4: 15,241 shares; 2026Q1: 36,834 shares 36,834 $3.27M 0.05% +21,593 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,575 shares; 2024Q4: 9,342 shares; 2025Q1: 10,299 shares; 2025Q2: 12,193 shares; 2025Q3: 11,311 shares; 2025Q4: 11,914 shares; 2026Q1: 19,813 shares 19,813 $3.25M 0.05% +7,899 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,870 shares; 2024Q4: 9,550 shares; 2025Q1: 10,672 shares; 2025Q2: 17,603 shares; 2025Q3: 28,993 shares; 2025Q4: 17,122 shares; 2026Q1: 144,523 shares 144,523 $3.25M 0.05% +127,401 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,542 shares; 2025Q3: 55,806 shares; 2025Q4: 56,674 shares; 2026Q1: 59,799 shares 59,799 $3.22M 0.05% +3,125 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,388 shares; 2024Q4: 9,121 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,580 shares; 2026Q1: 10,938 shares 10,938 $3.19M 0.05% +358 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,090 shares; 2025Q2: 19,111 shares; 2025Q3: 20,134 shares; 2025Q4: 20,134 shares; 2026Q1: 19,186 shares 19,186 $3.18M 0.05% -948 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: 16,393 shares; 2024Q4: 11,639 shares; 2025Q1: 12,150 shares; 2025Q2: 13,245 shares; 2025Q3: 14,090 shares; 2025Q4: 40,373 shares; 2026Q1: 60,172 shares 60,172 $3.18M 0.05% +19,799 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: 17,113 shares; 2024Q4: 18,011 shares; 2025Q1: 15,580 shares; 2025Q2: 28,304 shares; 2025Q3: 27,140 shares; 2025Q4: 26,739 shares; 2026Q1: 26,745 shares 26,745 $3.17M 0.05% +6 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,961 shares; 2024Q4: 12,002 shares; 2025Q1: 15,076 shares; 2025Q2: 18,506 shares; 2025Q3: 24,299 shares; 2025Q4: 64,240 shares; 2026Q1: 80,450 shares 80,450 $3.14M 0.05% +16,210 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91,342 shares; 2025Q3: 91,110 shares; 2025Q4: 96,026 shares; 2026Q1: 95,378 shares 95,378 $3.14M 0.05% -648 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,517 shares; 2024Q4: 20,448 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,030 shares; 2026Q1: 20,749 shares 20,749 $3.14M 0.05% -4,281 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: 10,882 shares; 2024Q4: 10,889 shares; 2025Q1: 11,056 shares; 2025Q2: 11,216 shares; 2025Q3: 11,403 shares; 2025Q4: 13,314 shares; 2026Q1: 13,228 shares 13,228 $3.13M 0.05% -86 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: 12,631 shares; 2024Q4: 13,336 shares; 2025Q1: 16,498 shares; 2025Q2: 12,605 shares; 2025Q3: 12,150 shares; 2025Q4: 12,899 shares; 2026Q1: 13,569 shares 13,569 $3.12M 0.05% +670 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: 23,368 shares; 2024Q4: 25,362 shares; 2025Q1: 29,249 shares; 2025Q2: 32,851 shares; 2025Q3: 32,757 shares; 2025Q4: 32,021 shares; 2026Q1: 31,928 shares 31,928 $3.08M 0.05% -93 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: 3,884 shares; 2024Q4: 4,134 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,655 shares; 2026Q1: 29,200 shares 29,200 $3.05M 0.05% +5,545 Timeline EZU 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: 55,311 shares; 2025Q3: 48,925 shares; 2025Q4: 48,931 shares; 2026Q1: 48,504 shares 48,504 $3.04M 0.05% -427 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,263 shares; 2024Q4: 111,436 shares; 2025Q1: 109,928 shares; 2025Q2: 110,874 shares; 2025Q3: 103,922 shares; 2025Q4: 108,595 shares; 2026Q1: 146,419 shares 146,419 $3.03M 0.05% +37,824 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,271 shares; 2024Q4: 21,601 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,935 shares 11,935 $2.99M 0.05% new 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: 7,457 shares; 2024Q4: 7,345 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,632 shares; 2026Q1: 22,440 shares 22,440 $2.98M 0.05% -192 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: 8,146 shares; 2024Q4: 7,601 shares; 2025Q1: not reported; 2025Q2: 10,431 shares; 2025Q3: 10,068 shares; 2025Q4: 10,485 shares; 2026Q1: 12,043 shares 12,043 $2.98M 0.05% +1,558 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: 66,781 shares; 2024Q4: 66,543 shares; 2025Q1: 68,802 shares; 2025Q2: 76,337 shares; 2025Q3: 78,897 shares; 2025Q4: 89,917 shares; 2026Q1: 40,719 shares 40,719 $2.96M 0.05% -49,198 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: 17,552 shares; 2024Q4: 18,529 shares; 2025Q1: 20,961 shares; 2025Q2: 22,415 shares; 2025Q3: 22,858 shares; 2025Q4: 25,282 shares; 2026Q1: 22,541 shares 22,541 $2.95M 0.05% -2,741 Timeline KINS KINGSTONE COS INC More: the full row for KINGSTONE COS 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: 201,855 shares 201,855 $2.94M 0.05% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,411 shares; 2024Q4: 12,458 shares; 2025Q1: 12,937 shares; 2025Q2: 13,599 shares; 2025Q3: 14,024 shares; 2025Q4: 13,083 shares; 2026Q1: 13,706 shares 13,706 $2.94M 0.05% +623 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: 10,664 shares; 2024Q4: 11,244 shares; 2025Q1: 12,392 shares; 2025Q2: 15,096 shares; 2025Q3: 22,871 shares; 2025Q4: 24,317 shares; 2026Q1: 24,720 shares 24,720 $2.93M 0.05% +403 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: 30,602 shares; 2024Q4: 34,234 shares; 2025Q1: 37,246 shares; 2025Q2: 158,235 shares; 2025Q3: 162,325 shares; 2025Q4: 135,926 shares; 2026Q1: 81,625 shares 81,625 $2.93M 0.05% -54,301 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,701 shares; 2024Q4: 7,749 shares; 2025Q1: 40,029 shares; 2025Q2: 55,037 shares; 2025Q3: 73,009 shares; 2025Q4: 94,810 shares; 2026Q1: 119,633 shares 119,633 $2.92M 0.05% +24,823 Timeline MANU MANCHESTER UTD PLC NEW More: the full row for MANCHESTER UTD PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,386 shares; 2024Q4: 23,992 shares; 2025Q1: 49,313 shares; 2025Q2: 74,984 shares; 2025Q3: 103,450 shares; 2025Q4: 138,305 shares; 2026Q1: 173,440 shares 173,440 $2.92M 0.05% +35,135 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: 28,962 shares; 2024Q4: 48,768 shares; 2025Q1: 59,174 shares; 2025Q2: 60,300 shares; 2025Q3: 61,086 shares; 2025Q4: 62,894 shares; 2026Q1: 62,967 shares 62,967 $2.91M 0.05% +73 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: 24,350 shares; 2024Q4: 19,940 shares; 2025Q1: 49,915 shares; 2025Q2: 26,765 shares; 2025Q3: 64,486 shares; 2025Q4: 39,218 shares; 2026Q1: 40,421 shares 40,421 $2.9M 0.05% +1,203 Timeline BBH 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: 18,980 shares; 2025Q3: 17,529 shares; 2025Q4: 17,752 shares; 2026Q1: 15,423 shares 15,423 $2.9M 0.05% -2,329 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,969 shares; 2024Q4: 14,039 shares; 2025Q1: 15,440 shares; 2025Q2: 15,939 shares; 2025Q3: 16,069 shares; 2025Q4: 20,028 shares; 2026Q1: 21,949 shares 21,949 $2.87M 0.04% +1,921 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,409 shares; 2024Q4: 15,271 shares; 2025Q1: 20,644 shares; 2025Q2: 26,457 shares; 2025Q3: 31,712 shares; 2025Q4: 40,967 shares; 2026Q1: 53,262 shares 53,262 $2.87M 0.04% +12,295 Timeline SCHV 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: 24,578 shares; 2024Q4: 75,829 shares; 2025Q1: 73,748 shares; 2025Q2: 67,891 shares; 2025Q3: 67,891 shares; 2025Q4: 69,324 shares; 2026Q1: 93,687 shares 93,687 $2.86M 0.04% +24,363 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,724 shares; 2024Q4: 37,650 shares; 2025Q1: 37,990 shares; 2025Q2: 40,918 shares; 2025Q3: 40,001 shares; 2025Q4: 28,261 shares; 2026Q1: 30,823 shares 30,823 $2.85M 0.04% +2,562 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,509 shares; 2024Q4: 9,054 shares; 2025Q1: 10,949 shares; 2025Q2: 16,735 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,531 shares 38,531 $2.85M 0.04% new 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: 14,990 shares; 2024Q4: 12,208 shares; 2025Q1: 16,615 shares; 2025Q2: 15,857 shares; 2025Q3: 17,724 shares; 2025Q4: 20,791 shares; 2026Q1: 21,440 shares 21,440 $2.83M 0.04% +649 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: 44,122 shares; 2024Q4: 45,084 shares; 2025Q1: 47,646 shares; 2025Q2: 48,113 shares; 2025Q3: 51,594 shares; 2025Q4: 56,071 shares; 2026Q1: 54,451 shares 54,451 $2.83M 0.04% -1,620 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,225 shares; 2024Q4: 51,852 shares; 2025Q1: 84,761 shares; 2025Q2: 123,988 shares; 2025Q3: 171,883 shares; 2025Q4: 238,564 shares; 2026Q1: 476,521 shares 476,521 $2.82M 0.04% +237,957 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,489 shares; 2024Q4: 13,587 shares; 2025Q1: 13,513 shares; 2025Q2: 12,507 shares; 2025Q3: 13,545 shares; 2025Q4: 17,049 shares; 2026Q1: 60,468 shares 60,468 $2.81M 0.04% +43,419 Timeline PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,232 shares; 2024Q4: 16,537 shares; 2025Q1: 16,942 shares; 2025Q2: 21,752 shares; 2025Q3: 21,097 shares; 2025Q4: 21,849 shares; 2026Q1: 18,532 shares 18,532 $2.79M 0.04% -3,317 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: 11,988 shares; 2024Q4: 11,390 shares; 2025Q1: 10,192 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,589 shares; 2026Q1: 17,141 shares 17,141 $2.79M 0.04% +1,552 Timeline REYN REYNOLDS CONSUMER PRODS INC More: the full row for REYNOLDS CONSUMER PRODS 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: 50,913 shares; 2025Q4: 66,120 shares; 2026Q1: 131,327 shares 131,327 $2.78M 0.04% +65,207 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: 8,595 shares; 2024Q4: 8,673 shares; 2025Q1: not reported; 2025Q2: 13,202 shares; 2025Q3: 12,397 shares; 2025Q4: 14,414 shares; 2026Q1: 15,256 shares 15,256 $2.78M 0.04% +842 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: 15,610 shares; 2024Q4: 15,565 shares; 2025Q1: 13,614 shares; 2025Q2: 13,827 shares; 2025Q3: 13,743 shares; 2025Q4: 13,895 shares; 2026Q1: 13,678 shares 13,678 $2.78M 0.04% -217 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,179 shares; 2024Q4: 70,093 shares; 2025Q1: 70,718 shares; 2025Q2: 66,081 shares; 2025Q3: 61,322 shares; 2025Q4: 62,543 shares; 2026Q1: 75,618 shares 75,618 $2.78M 0.04% +13,075 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: 9,001 shares; 2024Q4: 9,351 shares; 2025Q1: 10,111 shares; 2025Q2: 12,484 shares; 2025Q3: 12,539 shares; 2025Q4: 13,124 shares; 2026Q1: 13,130 shares 13,130 $2.76M 0.04% +6 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,647 shares; 2024Q4: 8,499 shares; 2025Q1: 12,510 shares; 2025Q2: 18,341 shares; 2025Q3: 23,929 shares; 2025Q4: 31,576 shares; 2026Q1: 38,356 shares 38,356 $2.75M 0.04% +6,780 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: 39,590 shares; 2024Q4: 52,378 shares; 2025Q1: 59,279 shares; 2025Q2: 80,160 shares; 2025Q3: 87,392 shares; 2025Q4: 89,693 shares; 2026Q1: 43,694 shares 43,694 $2.74M 0.04% -45,999 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 30,480 shares; 2025Q3: 37,748 shares; 2025Q4: 57,949 shares; 2026Q1: 66,468 shares 66,468 $2.71M 0.04% +8,519 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,879 shares; 2024Q4: 10,498 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,589 shares; 2025Q4: 14,628 shares; 2026Q1: 17,633 shares 17,633 $2.69M 0.04% +3,005 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: 28,696 shares; 2024Q4: 26,416 shares; 2025Q1: 29,994 shares; 2025Q2: 42,571 shares; 2025Q3: 34,984 shares; 2025Q4: 36,201 shares; 2026Q1: 46,533 shares 46,533 $2.68M 0.04% +10,332 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,425 shares; 2025Q1: 22,483 shares; 2025Q2: 21,634 shares; 2025Q3: 18,622 shares; 2025Q4: 52,164 shares; 2026Q1: 50,115 shares 50,115 $2.68M 0.04% -2,049 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,657 shares; 2024Q4: 3,789 shares; 2025Q1: not reported; 2025Q2: 12,436 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,943 shares 34,943 $2.63M 0.04% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,074 shares; 2024Q4: 8,570 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,534 shares; 2026Q1: 12,455 shares 12,455 $2.63M 0.04% +921 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: 36,424 shares; 2024Q4: 86,040 shares; 2025Q1: 87,988 shares; 2025Q2: 31,582 shares; 2025Q3: 28,645 shares; 2025Q4: 33,343 shares; 2026Q1: 43,322 shares 43,322 $2.63M 0.04% +9,979 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,491 shares; 2024Q4: 8,267 shares; 2025Q1: not reported; 2025Q2: 11,918 shares; 2025Q3: 13,956 shares; 2025Q4: 17,145 shares; 2026Q1: 20,698 shares 20,698 $2.62M 0.04% +3,553 Timeline MLCO MELCO RESORTS AND ENTMNT LTD More: the full row for MELCO RESORTS AND ENTMNT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,101 shares; 2024Q4: 74,409 shares; 2025Q1: 125,736 shares; 2025Q2: 193,422 shares; 2025Q3: 266,349 shares; 2025Q4: 355,600 shares; 2026Q1: 461,487 shares 461,487 $2.62M 0.04% +105,887 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: 110,902 shares; 2024Q4: 106,723 shares; 2025Q1: 101,546 shares; 2025Q2: 109,713 shares; 2025Q3: 105,415 shares; 2025Q4: 94,793 shares; 2026Q1: 90,963 shares 90,963 $2.61M 0.04% -3,830 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: 36,746 shares; 2024Q4: 37,734 shares; 2025Q1: 38,358 shares; 2025Q2: 45,192 shares; 2025Q3: 52,029 shares; 2025Q4: 59,275 shares; 2026Q1: 56,699 shares 56,699 $2.61M 0.04% -2,576 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: 62,578 shares; 2024Q4: 33,983 shares; 2025Q1: 28,449 shares; 2025Q2: 27,125 shares; 2025Q3: 22,424 shares; 2025Q4: 23,539 shares; 2026Q1: 26,299 shares 26,299 $2.59M 0.04% +2,760 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,056 shares; 2024Q4: 11,846 shares; 2025Q1: 11,961 shares; 2025Q2: 13,880 shares; 2025Q3: 16,353 shares; 2025Q4: 16,420 shares; 2026Q1: 20,573 shares 20,573 $2.58M 0.04% +4,153 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,869 shares; 2024Q4: 9,843 shares; 2025Q1: 10,568 shares; 2025Q2: 13,978 shares; 2025Q3: 13,594 shares; 2025Q4: 14,081 shares; 2026Q1: 16,373 shares 16,373 $2.58M 0.04% +2,292 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,791 shares; 2024Q4: 19,302 shares; 2025Q1: 19,154 shares; 2025Q2: 19,839 shares; 2025Q3: 19,712 shares; 2025Q4: 18,208 shares; 2026Q1: 18,566 shares 18,566 $2.57M 0.04% +358 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,439 shares; 2024Q4: 19,176 shares; 2025Q1: not reported; 2025Q2: 17,389 shares; 2025Q3: 22,492 shares; 2025Q4: 48,592 shares; 2026Q1: 162,249 shares 162,249 $2.55M 0.04% +113,657 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,617 shares; 2024Q4: 11,607 shares; 2025Q1: 59,180 shares; 2025Q2: 71,887 shares; 2025Q3: 77,134 shares; 2025Q4: 83,959 shares; 2026Q1: 85,229 shares 85,229 $2.54M 0.04% +1,270 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,389 shares; 2024Q4: 62,702 shares; 2025Q1: 61,054 shares; 2025Q2: 59,964 shares; 2025Q3: 55,298 shares; 2025Q4: 55,363 shares; 2026Q1: 47,819 shares 47,819 $2.52M 0.04% -7,544 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,838 shares; 2025Q4: 61,391 shares; 2026Q1: 78,649 shares 78,649 $2.48M 0.04% +17,258 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,192 shares; 2025Q2: 42,691 shares; 2025Q3: 38,589 shares; 2025Q4: 38,324 shares; 2026Q1: 44,321 shares 44,321 $2.48M 0.04% +5,997 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: not reported; 2026Q1: 35,778 shares 35,778 $2.47M 0.04% new 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: 10,697 shares; 2024Q4: 22,951 shares; 2025Q1: 22,092 shares; 2025Q2: 20,730 shares; 2025Q3: 20,370 shares; 2025Q4: 21,099 shares; 2026Q1: 21,907 shares 21,907 $2.46M 0.04% +808 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,749 shares; 2024Q4: 8,016 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,054 shares; 2026Q1: 10,052 shares 10,052 $2.45M 0.04% -2 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,193 shares; 2024Q4: 14,898 shares; 2025Q1: 13,607 shares; 2025Q2: 14,599 shares; 2025Q3: 21,126 shares; 2025Q4: 21,820 shares; 2026Q1: 21,420 shares 21,420 $2.42M 0.04% -400 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,072 shares 20,072 $2.42M 0.04% new 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: not reported; 2024Q4: 1,572 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,185 shares; 2025Q4: 11,107 shares; 2026Q1: 13,029 shares 13,029 $2.41M 0.04% +1,922 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,394 shares; 2025Q1: not reported; 2025Q2: 11,168 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,722 shares 90,722 $2.41M 0.04% new Timeline ENLT ENLIGHT RENEWABLE ENERGY LTD More: the full row for ENLIGHT RENEWABLE ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,111 shares 35,111 $2.4M 0.04% new Timeline ANAB ANAPTYSBIO INC More: the full row for ANAPTYSBIO 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: 37,551 shares; 2025Q3: 39,981 shares; 2025Q4: 43,547 shares; 2026Q1: 43,120 shares 43,120 $2.39M 0.04% -427 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,704 shares; 2024Q4: 19,245 shares; 2025Q1: 19,098 shares; 2025Q2: 32,026 shares; 2025Q3: 31,632 shares; 2025Q4: 35,127 shares; 2026Q1: 38,566 shares 38,566 $2.38M 0.04% +3,439 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: 15,997 shares; 2024Q4: 16,549 shares; 2025Q1: 19,349 shares; 2025Q2: 20,721 shares; 2025Q3: 21,491 shares; 2025Q4: 24,080 shares; 2026Q1: 26,389 shares 26,389 $2.36M 0.04% +2,309 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,972 shares; 2024Q4: 18,911 shares; 2025Q1: 20,849 shares; 2025Q2: 25,948 shares; 2025Q3: 26,179 shares; 2025Q4: 26,577 shares; 2026Q1: 26,793 shares 26,793 $2.36M 0.04% +216 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,233 shares; 2024Q4: 3,333 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,734 shares; 2026Q1: 18,067 shares 18,067 $2.35M 0.04% +7,333 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,092 shares; 2024Q4: 16,429 shares; 2025Q1: 18,960 shares; 2025Q2: 17,959 shares; 2025Q3: 21,370 shares; 2025Q4: 26,864 shares; 2026Q1: 38,285 shares 38,285 $2.33M 0.04% +11,421 Timeline EBND 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: 11,080 shares; 2025Q1: 24,229 shares; 2025Q2: 48,783 shares; 2025Q3: 56,057 shares; 2025Q4: 57,505 shares; 2026Q1: 112,384 shares 112,384 $2.32M 0.04% +54,879 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: 34,081 shares; 2024Q4: 33,210 shares; 2025Q1: 33,789 shares; 2025Q2: 34,262 shares; 2025Q3: 37,695 shares; 2025Q4: 38,459 shares; 2026Q1: 46,947 shares 46,947 $2.32M 0.04% +8,488 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,813 shares; 2024Q4: 27,159 shares; 2025Q1: 27,538 shares; 2025Q2: 27,896 shares; 2025Q3: 23,241 shares; 2025Q4: 24,107 shares; 2026Q1: 24,724 shares 24,724 $2.31M 0.04% +617 Timeline MSGE MADISON SQUARE GARDEN ENTMT More: the full row for MADISON SQUARE GARDEN ENTMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,142 shares; 2024Q4: 8,320 shares; 2025Q1: 12,891 shares; 2025Q2: 18,259 shares; 2025Q3: 24,436 shares; 2025Q4: 31,327 shares; 2026Q1: 38,826 shares 38,826 $2.29M 0.04% +7,499 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: 12,501 shares; 2024Q4: 11,526 shares; 2025Q1: 12,248 shares; 2025Q2: 14,224 shares; 2025Q3: 14,265 shares; 2025Q4: 16,558 shares; 2026Q1: 15,555 shares 15,555 $2.26M 0.04% -1,003 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: 18,669 shares; 2024Q4: 19,325 shares; 2025Q1: 17,974 shares; 2025Q2: 19,997 shares; 2025Q3: 25,382 shares; 2025Q4: 25,560 shares; 2026Q1: 29,421 shares 29,421 $2.25M 0.04% +3,861 Timeline URA 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: 36,402 shares; 2026Q1: 46,251 shares 46,251 $2.24M 0.04% +9,849 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 141,802 shares 141,802 $2.23M 0.03% new Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,360 shares; 2026Q1: 23,126 shares 23,126 $2.23M 0.03% +9,766 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,612 shares; 2024Q4: 2,976 shares; 2025Q1: not reported; 2025Q2: 13,286 shares; 2025Q3: 11,392 shares; 2025Q4: 11,848 shares; 2026Q1: 11,830 shares 11,830 $2.22M 0.03% -18 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: 10,739 shares; 2024Q4: 12,351 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,748 shares 18,748 $2.22M 0.03% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,004 shares; 2024Q4: 52,372 shares; 2025Q1: 53,794 shares; 2025Q2: 56,320 shares; 2025Q3: 54,745 shares; 2025Q4: 39,999 shares; 2026Q1: 39,153 shares 39,153 $2.2M 0.03% -846 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,272 shares; 2024Q4: 37,645 shares; 2025Q1: 47,010 shares; 2025Q2: 56,340 shares; 2025Q3: 70,163 shares; 2025Q4: 183,524 shares; 2026Q1: 193,060 shares 193,060 $2.18M 0.03% +9,536 Timeline COSO COASTALSOUTH BANCSHARES INC More: the full row for COASTALSOUTH BANCSHARES 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: 88,094 shares; 2025Q4: 88,094 shares; 2026Q1: 88,136 shares 88,136 $2.17M 0.03% +42 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: 1,141 shares; 2024Q4: 1,131 shares; 2025Q1: not reported; 2025Q2: 20,295 shares; 2025Q3: 20,989 shares; 2025Q4: 23,238 shares; 2026Q1: 23,142 shares 23,142 $2.14M 0.03% -96 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,550 shares; 2024Q4: 31,046 shares; 2025Q1: 64,928 shares; 2025Q2: 76,778 shares; 2025Q3: 88,949 shares; 2025Q4: 106,526 shares; 2026Q1: 123,748 shares 123,748 $2.13M 0.03% +17,222 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,627 shares; 2024Q4: 24,884 shares; 2025Q1: 19,596 shares; 2025Q2: 22,671 shares; 2025Q3: 21,666 shares; 2025Q4: 23,373 shares; 2026Q1: 16,447 shares 16,447 $2.11M 0.03% -6,926 Timeline AUGO AURA MINERALS INC More: the full row for AURA MINERALS 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: 25,733 shares 25,733 $2.1M 0.03% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,830 shares; 2024Q4: 49,272 shares; 2025Q1: 37,666 shares; 2025Q2: 37,014 shares; 2025Q3: 30,710 shares; 2025Q4: 30,692 shares; 2026Q1: 30,838 shares 30,838 $2.08M 0.03% +146 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,728 shares; 2025Q2: 156,109 shares; 2025Q3: 151,993 shares; 2025Q4: 117,951 shares; 2026Q1: 121,642 shares 121,642 $2.07M 0.03% +3,691 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,984 shares; 2024Q4: 2,078 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,559 shares 10,559 $2.07M 0.03% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,565 shares; 2024Q4: 23,847 shares; 2025Q1: 24,953 shares; 2025Q2: 28,052 shares; 2025Q3: 28,818 shares; 2025Q4: 28,949 shares; 2026Q1: 25,889 shares 25,889 $2.06M 0.03% -3,060 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: not reported; 2025Q2: 27,340 shares; 2025Q3: 29,459 shares; 2025Q4: 27,797 shares; 2026Q1: 28,993 shares 28,993 $2.05M 0.03% +1,196 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66,858 shares; 2025Q3: 47,166 shares; 2025Q4: 49,054 shares; 2026Q1: 95,179 shares 95,179 $2.05M 0.03% +46,125 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,914 shares; 2024Q4: 19,346 shares; 2025Q1: 19,456 shares; 2025Q2: 22,233 shares; 2025Q3: 22,699 shares; 2025Q4: 24,449 shares; 2026Q1: 25,396 shares 25,396 $2.03M 0.03% +947 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: 7,987 shares; 2024Q4: 8,344 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,741 shares 11,741 $2.03M 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,312 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,371 shares 20,371 $2.02M 0.03% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,626 shares; 2024Q4: 30,221 shares; 2025Q1: 30,078 shares; 2025Q2: 30,369 shares; 2025Q3: 29,546 shares; 2025Q4: 29,687 shares; 2026Q1: 27,774 shares 27,774 $1.96M 0.03% -1,913 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,254 shares; 2024Q4: 17,821 shares; 2025Q1: 16,978 shares; 2025Q2: 36,947 shares; 2025Q3: 68,002 shares; 2025Q4: 88,787 shares; 2026Q1: 94,828 shares 94,828 $1.96M 0.03% +6,041 Timeline XOP 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,761 shares 10,761 $1.96M 0.03% new Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,476 shares; 2024Q4: 23,061 shares; 2025Q1: 26,600 shares; 2025Q2: 29,367 shares; 2025Q3: 30,561 shares; 2025Q4: 32,570 shares; 2026Q1: 33,829 shares 33,829 $1.96M 0.03% +1,259 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,723 shares; 2024Q4: 11,226 shares; 2025Q1: 11,558 shares; 2025Q2: 23,724 shares; 2025Q3: 32,343 shares; 2025Q4: 41,682 shares; 2026Q1: 50,010 shares 50,010 $1.95M 0.03% +8,328 Timeline USEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,495 shares; 2026Q1: 39,665 shares 39,665 $1.94M 0.03% +170 Timeline ARCO ARCOS DORADOS HLDGS INC More: the full row for ARCOS DORADOS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,756 shares; 2024Q4: 194,707 shares; 2025Q1: 207,859 shares; 2025Q2: 215,971 shares; 2025Q3: 208,398 shares; 2025Q4: 203,855 shares; 2026Q1: 234,460 shares 234,460 $1.93M 0.03% +30,605 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: 9,756 shares; 2024Q4: 10,800 shares; 2025Q1: 11,039 shares; 2025Q2: 12,587 shares; 2025Q3: 13,168 shares; 2025Q4: 12,919 shares; 2026Q1: 16,695 shares 16,695 $1.93M 0.03% +3,776 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT 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: 10,378 shares 10,378 $1.9M 0.03% new 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: 12,580 shares; 2024Q4: 17,540 shares; 2025Q1: 12,392 shares; 2025Q2: 13,293 shares; 2025Q3: 13,303 shares; 2025Q4: 18,725 shares; 2026Q1: 19,651 shares 19,651 $1.89M 0.03% +926 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,434 shares; 2024Q4: 4,338 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,543 shares 16,543 $1.89M 0.03% new Timeline SARO STANDARDAERO INC More: the full row for STANDARDAERO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,877 shares; 2025Q2: 29,947 shares; 2025Q3: 41,152 shares; 2025Q4: 55,967 shares; 2026Q1: 72,586 shares 72,586 $1.87M 0.03% +16,619 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,714 shares; 2024Q4: 12,510 shares; 2025Q1: 14,311 shares; 2025Q2: 14,425 shares; 2025Q3: 14,382 shares; 2025Q4: 14,443 shares; 2026Q1: 18,854 shares 18,854 $1.87M 0.03% +4,411 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,230 shares; 2024Q4: 11,408 shares; 2025Q1: 13,911 shares; 2025Q2: 15,979 shares; 2025Q3: 13,788 shares; 2025Q4: 23,338 shares; 2026Q1: 23,429 shares 23,429 $1.85M 0.03% +91 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,335 shares; 2025Q2: 24,337 shares; 2025Q3: 24,325 shares; 2025Q4: 23,231 shares; 2026Q1: 23,490 shares 23,490 $1.85M 0.03% +259 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: 19,804 shares; 2024Q4: 19,563 shares; 2025Q1: 19,457 shares; 2025Q2: 19,134 shares; 2025Q3: 19,461 shares; 2025Q4: 23,793 shares; 2026Q1: 24,533 shares 24,533 $1.85M 0.03% +740 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,026 shares; 2024Q4: 18,434 shares; 2025Q1: 20,346 shares; 2025Q2: 17,248 shares; 2025Q3: 18,712 shares; 2025Q4: 21,975 shares; 2026Q1: 24,573 shares 24,573 $1.83M 0.03% +2,598 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,381 shares; 2024Q4: 7,641 shares; 2025Q1: not reported; 2025Q2: 10,833 shares; 2025Q3: 12,228 shares; 2025Q4: 16,963 shares; 2026Q1: 19,540 shares 19,540 $1.82M 0.03% +2,577 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: 5,512 shares; 2024Q4: 18,930 shares; 2025Q1: 21,441 shares; 2025Q2: 53,039 shares; 2025Q3: 44,667 shares; 2025Q4: 44,436 shares; 2026Q1: 59,285 shares 59,285 $1.82M 0.03% +14,849 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,266 shares; 2024Q4: 17,064 shares; 2025Q1: 20,051 shares; 2025Q2: 23,292 shares; 2025Q3: 26,503 shares; 2025Q4: 28,705 shares; 2026Q1: 32,106 shares 32,106 $1.82M 0.03% +3,401 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,802 shares; 2025Q3: 30,687 shares; 2025Q4: 36,224 shares; 2026Q1: 32,701 shares 32,701 $1.8M 0.03% -3,523 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,572 shares; 2024Q4: 3,281 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,019 shares 10,019 $1.8M 0.03% new Timeline SGVT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,924 shares; 2026Q1: 17,845 shares 17,845 $1.8M 0.03% +921 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,844 shares; 2025Q1: 47,499 shares; 2025Q2: 44,254 shares; 2025Q3: 43,034 shares; 2025Q4: 44,327 shares; 2026Q1: 50,230 shares 50,230 $1.78M 0.03% +5,903 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: 8,638 shares; 2024Q4: 8,758 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,574 shares; 2026Q1: 19,358 shares 19,358 $1.78M 0.03% +7,784 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,742 shares; 2024Q4: 40,190 shares; 2025Q1: 39,671 shares; 2025Q2: 38,283 shares; 2025Q3: 30,397 shares; 2025Q4: 32,761 shares; 2026Q1: 36,787 shares 36,787 $1.78M 0.03% +4,026 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: 11,135 shares; 2024Q4: 8,896 shares; 2025Q1: 12,923 shares; 2025Q2: 14,559 shares; 2025Q3: 13,876 shares; 2025Q4: 21,364 shares; 2026Q1: 20,901 shares 20,901 $1.77M 0.03% -463 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,830 shares 33,830 $1.76M 0.03% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,845 shares; 2024Q4: 5,096 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,224 shares; 2026Q1: 12,930 shares 12,930 $1.75M 0.03% -294 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,346 shares 21,346 $1.74M 0.03% new Timeline LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC 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: 247,347 shares 247,347 $1.74M 0.03% new Timeline MNRO MONRO INC More: the full row for MONRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,433 shares; 2024Q4: 9,939 shares; 2025Q1: 24,138 shares; 2025Q2: 46,756 shares; 2025Q3: 64,086 shares; 2025Q4: 84,812 shares; 2026Q1: 108,137 shares 108,137 $1.73M 0.03% +23,325 Timeline AIV APARTMENT INVT & MGMT CO More: the full row for APARTMENT INVT & MGMT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,908 shares; 2024Q4: 144,853 shares; 2025Q1: 250,661 shares; 2025Q2: 320,756 shares; 2025Q3: 320,552 shares; 2025Q4: 319,583 shares; 2026Q1: 425,017 shares 425,017 $1.73M 0.03% +105,434 Timeline AVMC 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: 23,100 shares 23,100 $1.67M 0.03% new 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: 3,562 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,244 shares 13,244 $1.66M 0.03% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,016 shares; 2025Q3: 17,688 shares; 2025Q4: 17,767 shares; 2026Q1: 17,805 shares 17,805 $1.63M 0.03% +38 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: 82,737 shares; 2024Q4: 91,114 shares; 2025Q1: 40,712 shares; 2025Q2: 172,705 shares; 2025Q3: 174,302 shares; 2025Q4: 37,025 shares; 2026Q1: 28,339 shares 28,339 $1.61M 0.03% -8,686 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,048 shares; 2024Q4: 16,761 shares; 2025Q1: 16,967 shares; 2025Q2: 21,784 shares; 2025Q3: 20,164 shares; 2025Q4: not reported; 2026Q1: 12,800 shares 12,800 $1.6M 0.02% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,280 shares; 2024Q4: 7,887 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,221 shares 10,221 $1.59M 0.02% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 18,671 shares; 2026Q1: 20,799 shares 20,799 $1.58M 0.02% +2,128 Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,224 shares; 2024Q4: 354,586 shares; 2025Q1: 446,935 shares; 2025Q2: 578,445 shares; 2025Q3: 484,590 shares; 2025Q4: 467,002 shares; 2026Q1: 443,661 shares 443,661 $1.57M 0.02% -23,341 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,395 shares; 2024Q4: 5,269 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,520 shares; 2025Q4: 14,207 shares; 2026Q1: 17,884 shares 17,884 $1.57M 0.02% +3,677 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,604 shares; 2024Q4: 20,984 shares; 2025Q1: 21,896 shares; 2025Q2: 21,557 shares; 2025Q3: 22,175 shares; 2025Q4: 25,322 shares; 2026Q1: 25,485 shares 25,485 $1.56M 0.02% +163 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,596 shares; 2024Q4: 7,779 shares; 2025Q1: 12,103 shares; 2025Q2: 18,076 shares; 2025Q3: 24,394 shares; 2025Q4: 33,038 shares; 2026Q1: 40,314 shares 40,314 $1.55M 0.02% +7,276 Timeline BWB BRIDGEWATER BANCSHARES INC More: the full row for BRIDGEWATER BANCSHARES 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: 86,733 shares 86,733 $1.54M 0.02% new Timeline BNDW 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: 22,972 shares; 2024Q4: 23,734 shares; 2025Q1: 22,971 shares; 2025Q2: 23,010 shares; 2025Q3: 23,219 shares; 2025Q4: 23,279 shares; 2026Q1: 22,460 shares 22,460 $1.54M 0.02% -819 Timeline BV BRIGHTVIEW HLDGS INC More: the full row for BRIGHTVIEW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,937 shares; 2024Q4: 18,689 shares; 2025Q1: 38,472 shares; 2025Q2: 58,172 shares; 2025Q3: 79,054 shares; 2025Q4: 103,577 shares; 2026Q1: 130,041 shares 130,041 $1.53M 0.02% +26,464 Timeline PTF 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: 17,675 shares 17,675 $1.53M 0.02% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,895 shares; 2024Q4: 16,559 shares; 2025Q1: 17,983 shares; 2025Q2: 17,137 shares; 2025Q3: 16,470 shares; 2025Q4: 20,369 shares; 2026Q1: 45,915 shares 45,915 $1.52M 0.02% +25,546 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,700 shares; 2024Q4: 9,803 shares; 2025Q1: 12,845 shares; 2025Q2: 12,990 shares; 2025Q3: 14,228 shares; 2025Q4: 19,932 shares; 2026Q1: 19,760 shares 19,760 $1.52M 0.02% -172 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,782 shares; 2024Q4: 14,932 shares; 2025Q1: 16,094 shares; 2025Q2: 16,427 shares; 2025Q3: 16,461 shares; 2025Q4: 21,967 shares; 2026Q1: 21,885 shares 21,885 $1.51M 0.02% -82 Timeline ECVT ECOVYST INC More: the full row for ECOVYST 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: 117,400 shares; 2026Q1: 117,741 shares 117,741 $1.51M 0.02% +341 Timeline GXC SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,208 shares 16,208 $1.51M 0.02% new 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: 27,837 shares; 2024Q4: 28,470 shares; 2025Q1: 30,668 shares; 2025Q2: 33,369 shares; 2025Q3: 32,345 shares; 2025Q4: 38,245 shares; 2026Q1: 44,935 shares 44,935 $1.51M 0.02% +6,690 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: 22,368 shares; 2024Q4: 23,075 shares; 2025Q1: 23,237 shares; 2025Q2: 24,708 shares; 2025Q3: 23,516 shares; 2025Q4: 23,178 shares; 2026Q1: 22,589 shares 22,589 $1.5M 0.02% -589 Timeline FNDX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,148 shares; 2026Q1: 53,703 shares 53,703 $1.5M 0.02% +32,555 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,262 shares; 2024Q4: 34,121 shares; 2025Q1: 31,352 shares; 2025Q2: 29,970 shares; 2025Q3: 26,879 shares; 2025Q4: 27,198 shares; 2026Q1: 36,864 shares 36,864 $1.49M 0.02% +9,666 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: 9,513 shares; 2024Q4: 13,913 shares; 2025Q1: 14,228 shares; 2025Q2: 21,703 shares; 2025Q3: 23,388 shares; 2025Q4: 25,885 shares; 2026Q1: 29,415 shares 29,415 $1.49M 0.02% +3,530 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: 7,388 shares; 2024Q4: 10,052 shares; 2025Q1: 11,378 shares; 2025Q2: 10,200 shares; 2025Q3: 15,059 shares; 2025Q4: 14,588 shares; 2026Q1: 15,836 shares 15,836 $1.48M 0.02% +1,248 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: 11,901 shares; 2024Q4: 12,393 shares; 2025Q1: 12,598 shares; 2025Q2: 16,112 shares; 2025Q3: 11,704 shares; 2025Q4: 13,155 shares; 2026Q1: 16,155 shares 16,155 $1.46M 0.02% +3,000 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: 19,407 shares; 2024Q4: 19,317 shares; 2025Q1: 19,684 shares; 2025Q2: 21,536 shares; 2025Q3: 21,972 shares; 2025Q4: 24,101 shares; 2026Q1: 26,409 shares 26,409 $1.43M 0.02% +2,308 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,644 shares; 2024Q4: 36,986 shares; 2025Q1: 38,538 shares; 2025Q2: 39,144 shares; 2025Q3: 38,278 shares; 2025Q4: 38,468 shares; 2026Q1: 37,380 shares 37,380 $1.43M 0.02% -1,088 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: 20,198 shares; 2024Q4: 18,602 shares; 2025Q1: 21,034 shares; 2025Q2: 23,921 shares; 2025Q3: 24,249 shares; 2025Q4: 26,938 shares; 2026Q1: 23,276 shares 23,276 $1.42M 0.02% -3,662 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,145 shares; 2024Q4: 49,137 shares; 2025Q1: 15,747 shares; 2025Q2: 14,116 shares; 2025Q3: 14,336 shares; 2025Q4: 15,685 shares; 2026Q1: 15,626 shares 15,626 $1.42M 0.02% -59 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,646 shares; 2024Q4: 41,356 shares; 2025Q1: 39,655 shares; 2025Q2: 42,093 shares; 2025Q3: 42,532 shares; 2025Q4: 51,389 shares; 2026Q1: 59,316 shares 59,316 $1.41M 0.02% +7,927 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,735 shares; 2024Q4: 21,389 shares; 2025Q1: 21,144 shares; 2025Q2: 24,720 shares; 2025Q3: 24,224 shares; 2025Q4: 25,732 shares; 2026Q1: 20,063 shares 20,063 $1.39M 0.02% -5,669 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,860 shares; 2025Q1: 12,540 shares; 2025Q2: 15,247 shares; 2025Q3: 17,157 shares; 2025Q4: 19,165 shares; 2026Q1: 22,141 shares 22,141 $1.39M 0.02% +2,976 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: not reported; 2024Q4: not reported; 2025Q1: 10,407 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,332 shares; 2026Q1: 28,699 shares 28,699 $1.39M 0.02% -633 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,082 shares; 2024Q4: 32,773 shares; 2025Q1: 33,097 shares; 2025Q2: 33,842 shares; 2025Q3: 33,446 shares; 2025Q4: 34,188 shares; 2026Q1: 34,592 shares 34,592 $1.38M 0.02% +404 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: 9,451 shares; 2024Q4: 10,754 shares; 2025Q1: 13,260 shares; 2025Q2: 16,392 shares; 2025Q3: 16,618 shares; 2025Q4: 17,051 shares; 2026Q1: 17,800 shares 17,800 $1.38M 0.02% +749 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,959 shares; 2024Q4: 12,234 shares; 2025Q1: not reported; 2025Q2: 13,701 shares; 2025Q3: 13,919 shares; 2025Q4: 13,713 shares; 2026Q1: 11,987 shares 11,987 $1.37M 0.02% -1,726 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 75,081 shares; 2025Q4: 80,033 shares; 2026Q1: 86,450 shares 86,450 $1.37M 0.02% +6,417 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: 11,139 shares; 2024Q4: 11,585 shares; 2025Q1: 11,153 shares; 2025Q2: 11,330 shares; 2025Q3: 11,109 shares; 2025Q4: 12,501 shares; 2026Q1: 12,373 shares 12,373 $1.36M 0.02% -128 Timeline PTGX PROTAGONIST THERAPEUTICS INC More: the full row for PROTAGONIST THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,031 shares; 2024Q4: 6,367 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,802 shares 12,802 $1.35M 0.02% new Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,395 shares; 2024Q4: 32,381 shares; 2025Q1: 35,861 shares; 2025Q2: 39,770 shares; 2025Q3: 42,810 shares; 2025Q4: 47,498 shares; 2026Q1: 51,889 shares 51,889 $1.34M 0.02% +4,391 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,270 shares; 2024Q4: 51,328 shares; 2025Q1: 46,593 shares; 2025Q2: 46,948 shares; 2025Q3: 46,277 shares; 2025Q4: 46,505 shares; 2026Q1: 39,735 shares 39,735 $1.34M 0.02% -6,770 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: 13,375 shares; 2024Q4: 13,578 shares; 2025Q1: 14,365 shares; 2025Q2: 18,343 shares; 2025Q3: 15,189 shares; 2025Q4: 18,305 shares; 2026Q1: 18,371 shares 18,371 $1.33M 0.02% +66 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,146 shares; 2024Q4: 3,191 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,247 shares 17,247 $1.33M 0.02% new 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: 93,830 shares; 2024Q4: 48,680 shares; 2025Q1: 42,436 shares; 2025Q2: 58,573 shares; 2025Q3: 54,984 shares; 2025Q4: 54,315 shares; 2026Q1: 54,710 shares 54,710 $1.33M 0.02% +395 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,795 shares; 2024Q4: 15,594 shares; 2025Q1: 22,509 shares; 2025Q2: 25,542 shares; 2025Q3: 27,625 shares; 2025Q4: 43,686 shares; 2026Q1: 48,085 shares 48,085 $1.32M 0.02% +4,399 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: 10,355 shares; 2024Q4: 11,367 shares; 2025Q1: 10,443 shares; 2025Q2: 10,958 shares; 2025Q3: 11,167 shares; 2025Q4: 12,787 shares; 2026Q1: 13,445 shares 13,445 $1.31M 0.02% +658 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,953 shares; 2024Q4: 11,110 shares; 2025Q1: 14,870 shares; 2025Q2: 11,564 shares; 2025Q3: 11,070 shares; 2025Q4: 12,653 shares; 2026Q1: 13,186 shares 13,186 $1.3M 0.02% +533 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,910 shares; 2024Q4: 6,910 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,708 shares; 2025Q4: 27,185 shares; 2026Q1: 25,030 shares 25,030 $1.3M 0.02% -2,155 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,303 shares; 2024Q4: 11,164 shares; 2025Q1: 13,092 shares; 2025Q2: 15,453 shares; 2025Q3: 22,027 shares; 2025Q4: 17,230 shares; 2026Q1: 22,577 shares 22,577 $1.28M 0.02% +5,347 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,276 shares; 2024Q4: 14,724 shares; 2025Q1: 13,935 shares; 2025Q2: 13,266 shares; 2025Q3: 15,131 shares; 2025Q4: 48,124 shares; 2026Q1: 33,726 shares 33,726 $1.27M 0.02% -14,398 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,928 shares; 2024Q4: 19,612 shares; 2025Q1: 20,112 shares; 2025Q2: 22,611 shares; 2025Q3: 23,160 shares; 2025Q4: 35,437 shares; 2026Q1: 22,646 shares 22,646 $1.26M 0.02% -12,791 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,943 shares; 2024Q4: 14,095 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 163,572 shares 163,572 $1.25M 0.02% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,721 shares; 2024Q4: 8,702 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,732 shares; 2026Q1: 10,835 shares 10,835 $1.25M 0.02% +103 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,736 shares; 2024Q4: 22,111 shares; 2025Q1: 22,167 shares; 2025Q2: 23,109 shares; 2025Q3: 22,573 shares; 2025Q4: 32,315 shares; 2026Q1: 33,070 shares 33,070 $1.25M 0.02% +755 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,495 shares; 2024Q4: 17,119 shares; 2025Q1: 17,724 shares; 2025Q2: 39,489 shares; 2025Q3: 16,265 shares; 2025Q4: 18,340 shares; 2026Q1: 17,571 shares 17,571 $1.25M 0.02% -769 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,198 shares 14,198 $1.25M 0.02% new Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,147 shares; 2024Q4: 15,257 shares; 2025Q1: 15,257 shares; 2025Q2: 15,257 shares; 2025Q3: 24,315 shares; 2025Q4: 24,698 shares; 2026Q1: 24,698 shares 24,698 $1.24M 0.02% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,939 shares; 2024Q4: 11,424 shares; 2025Q1: 11,853 shares; 2025Q2: 13,271 shares; 2025Q3: 15,777 shares; 2025Q4: 17,935 shares; 2026Q1: 20,721 shares 20,721 $1.24M 0.02% +2,786 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,987 shares; 2024Q4: 18,092 shares; 2025Q1: 10,776 shares; 2025Q2: 11,077 shares; 2025Q3: 10,694 shares; 2025Q4: 11,403 shares; 2026Q1: 12,119 shares 12,119 $1.24M 0.02% +716 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: 27,320 shares; 2024Q4: 29,409 shares; 2025Q1: 30,311 shares; 2025Q2: 32,731 shares; 2025Q3: 31,566 shares; 2025Q4: 31,514 shares; 2026Q1: 30,196 shares 30,196 $1.23M 0.02% -1,318 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,954 shares; 2024Q4: 12,230 shares; 2025Q1: 13,351 shares; 2025Q2: 15,061 shares; 2025Q3: 16,691 shares; 2025Q4: 17,682 shares; 2026Q1: 20,078 shares 20,078 $1.23M 0.02% +2,396 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,313 shares 31,313 $1.22M 0.02% new 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: 12,079 shares; 2024Q4: 12,676 shares; 2025Q1: 12,881 shares; 2025Q2: 15,635 shares; 2025Q3: 17,139 shares; 2025Q4: 19,538 shares; 2026Q1: 14,572 shares 14,572 $1.22M 0.02% -4,966 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,881 shares; 2024Q4: 17,152 shares; 2025Q1: 17,657 shares; 2025Q2: 17,879 shares; 2025Q3: 17,940 shares; 2025Q4: 17,344 shares; 2026Q1: 16,112 shares 16,112 $1.21M 0.02% -1,232 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,659 shares; 2024Q4: 8,659 shares; 2025Q1: not reported; 2025Q2: 10,296 shares; 2025Q3: 10,748 shares; 2025Q4: 12,800 shares; 2026Q1: 14,826 shares 14,826 $1.21M 0.02% +2,026 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: 9,439 shares; 2024Q4: 11,076 shares; 2025Q1: 10,017 shares; 2025Q2: 11,462 shares; 2025Q3: 12,725 shares; 2025Q4: 15,891 shares; 2026Q1: 18,017 shares 18,017 $1.2M 0.02% +2,126 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,831 shares; 2024Q4: 54,974 shares; 2025Q1: 55,587 shares; 2025Q2: 55,701 shares; 2025Q3: 59,514 shares; 2025Q4: 59,382 shares; 2026Q1: 75,564 shares 75,564 $1.18M 0.02% +16,182 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: 2,171 shares; 2024Q4: 9,404 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,496 shares; 2026Q1: 11,558 shares 11,558 $1.18M 0.02% +1,062 Timeline UGP ULTRAPAR PARTICIPACOES SA More: the full row for ULTRAPAR PARTICIPACOES SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,295 shares; 2024Q4: 86,850 shares; 2025Q1: 152,556 shares; 2025Q2: 167,528 shares; 2025Q3: 197,890 shares; 2025Q4: 189,528 shares; 2026Q1: 213,465 shares 213,465 $1.18M 0.02% +23,937 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: 13,129 shares; 2024Q4: 12,917 shares; 2025Q1: 13,155 shares; 2025Q2: 12,949 shares; 2025Q3: 12,899 shares; 2025Q4: 13,241 shares; 2026Q1: 13,882 shares 13,882 $1.18M 0.02% +641 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: 19,723 shares; 2024Q4: 20,048 shares; 2025Q1: 12,118 shares; 2025Q2: 11,891 shares; 2025Q3: 11,795 shares; 2025Q4: 12,305 shares; 2026Q1: 10,541 shares 10,541 $1.17M 0.02% -1,764 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,971 shares; 2024Q4: 42,503 shares; 2025Q1: 40,097 shares; 2025Q2: 46,093 shares; 2025Q3: 39,667 shares; 2025Q4: 37,128 shares; 2026Q1: 36,406 shares 36,406 $1.17M 0.02% -722 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,959 shares; 2024Q4: 23,458 shares; 2025Q1: not reported; 2025Q2: 10,200 shares; 2025Q3: 10,621 shares; 2025Q4: 11,225 shares; 2026Q1: 12,612 shares 12,612 $1.16M 0.02% +1,387 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,645 shares; 2024Q4: 7,545 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,258 shares 11,258 $1.15M 0.02% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,928 shares; 2024Q4: 11,227 shares; 2025Q1: 11,346 shares; 2025Q2: 11,684 shares; 2025Q3: 12,041 shares; 2025Q4: 12,558 shares; 2026Q1: 12,132 shares 12,132 $1.14M 0.02% -426 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,827 shares; 2024Q4: 6,447 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,120 shares; 2026Q1: 12,105 shares 12,105 $1.13M 0.02% -15 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,088 shares; 2024Q4: 8,680 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,855 shares; 2026Q1: 19,112 shares 19,112 $1.13M 0.02% +2,257 Timeline