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: 3,137,110 shares; 2024Q4: 3,426,869 shares; 2025Q1: 3,677,320 shares; 2025Q2: 3,878,929 shares; 2025Q3: 3,985,784 shares; 2025Q4: 4,095,469 shares; 2026Q1: 4,301,507 shares 4,301,507 $2.81B 4.92% +206,038 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,431,983 shares; 2024Q4: 18,947,484 shares; 2025Q1: 20,681,837 shares; 2025Q2: 24,996,434 shares; 2025Q3: 28,540,802 shares; 2025Q4: 30,166,421 shares; 2026Q1: 32,329,953 shares 32,329,953 $2.07B 3.62% +2,163,532 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: 4,934,005 shares; 2024Q4: 5,169,675 shares; 2025Q1: 6,117,842 shares; 2025Q2: 6,126,289 shares; 2025Q3: 6,157,714 shares; 2025Q4: 6,554,107 shares; 2026Q1: 7,788,222 shares 7,788,222 $1.98B 3.46% +1,234,115 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: 8,465,842 shares; 2024Q4: 9,232,624 shares; 2025Q1: 10,240,707 shares; 2025Q2: 10,742,829 shares; 2025Q3: 17,024,325 shares; 2025Q4: 17,964,759 shares; 2026Q1: 19,190,886 shares 19,190,886 $1.58B 2.77% +1,226,127 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,410,072 shares; 2024Q4: 4,825,403 shares; 2025Q1: 5,402,716 shares; 2025Q2: 5,577,843 shares; 2025Q3: 6,001,163 shares; 2025Q4: 6,338,378 shares; 2026Q1: 8,029,629 shares 8,029,629 $1.4B 2.45% +1,691,251 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: 5,331,460 shares; 2024Q4: 5,506,158 shares; 2025Q1: 5,644,755 shares; 2025Q2: 5,865,616 shares; 2025Q3: 6,230,066 shares; 2025Q4: 6,385,243 shares; 2026Q1: 6,662,268 shares 6,662,268 $1.31B 2.29% +277,025 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: 2,030,931 shares; 2024Q4: 2,123,871 shares; 2025Q1: 2,570,584 shares; 2025Q2: 2,562,617 shares; 2025Q3: 2,598,199 shares; 2025Q4: 2,770,608 shares; 2026Q1: 3,342,378 shares 3,342,378 $1.24B 2.16% +571,770 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,960,325 shares; 2024Q4: 2,072,908 shares; 2025Q1: 2,269,430 shares; 2025Q2: 2,447,861 shares; 2025Q3: 2,552,469 shares; 2025Q4: 2,594,348 shares; 2026Q1: 3,286,433 shares 3,286,433 $945M 1.65% +692,085 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 640,256 shares; 2024Q4: 635,640 shares; 2025Q1: 653,179 shares; 2025Q2: 6,045,597 shares; 2025Q3: 8,334,604 shares; 2025Q4: 10,749,069 shares; 2026Q1: 10,893,003 shares 10,893,003 $944M 1.65% +143,934 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,842,976 shares; 2024Q4: 2,017,114 shares; 2025Q1: 2,257,780 shares; 2025Q2: 2,351,562 shares; 2025Q3: 2,402,486 shares; 2025Q4: 2,711,564 shares; 2026Q1: 3,704,409 shares 3,704,409 $771M 1.35% +992,845 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: 4,641,312 shares; 2024Q4: 14,941,376 shares; 2025Q1: 15,532,802 shares; 2025Q2: 16,304,295 shares; 2025Q3: 17,023,084 shares; 2025Q4: 21,393,347 shares; 2026Q1: 27,495,487 shares 27,495,487 $766M 1.34% +6,102,140 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,647,641 shares; 2024Q4: 3,232,702 shares; 2025Q1: 3,508,588 shares; 2025Q2: 3,650,688 shares; 2025Q3: 5,643,321 shares; 2025Q4: 5,924,603 shares; 2026Q1: 6,258,233 shares 6,258,233 $742M 1.3% +333,630 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: 1,942,941 shares; 2024Q4: 2,121,899 shares; 2025Q1: 2,259,038 shares; 2025Q2: 2,388,456 shares; 2025Q3: 2,513,129 shares; 2025Q4: 2,644,075 shares; 2026Q1: 2,832,448 shares 2,832,448 $742M 1.3% +188,373 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: 1,109,489 shares; 2024Q4: 1,024,940 shares; 2025Q1: 1,067,483 shares; 2025Q2: 1,176,167 shares; 2025Q3: 1,189,249 shares; 2025Q4: 1,208,818 shares; 2026Q1: 1,174,750 shares 1,174,750 $702M 1.23% -34,068 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: 6,017,769 shares; 2024Q4: 6,915,494 shares; 2025Q1: 7,553,370 shares; 2025Q2: 8,141,336 shares; 2025Q3: 8,519,766 shares; 2025Q4: 9,541,588 shares; 2026Q1: 10,028,023 shares 10,028,023 $699M 1.22% +486,435 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: 5,207,707 shares; 2024Q4: 6,027,285 shares; 2025Q1: 7,685,672 shares; 2025Q2: 8,191,211 shares; 2025Q3: 5,401,273 shares; 2025Q4: 6,051,425 shares; 2026Q1: 6,239,080 shares 6,239,080 $619M 1.08% +187,655 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: 1,231,708 shares; 2024Q4: 1,208,562 shares; 2025Q1: 1,435,333 shares; 2025Q2: 1,486,447 shares; 2025Q3: 1,466,591 shares; 2025Q4: 1,310,572 shares; 2026Q1: 1,323,256 shares 1,323,256 $578M 1.01% +12,684 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: 786,770 shares; 2024Q4: 2,263,618 shares; 2025Q1: 17,815,938 shares; 2025Q2: 18,210,850 shares; 2025Q3: 18,482,949 shares; 2025Q4: 19,522,489 shares; 2026Q1: 20,183,412 shares 20,183,412 $517M 0.91% +660,923 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: 1,050,646 shares; 2024Q4: 1,029,156 shares; 2025Q1: 1,069,378 shares; 2025Q2: 766,197 shares; 2025Q3: 744,273 shares; 2025Q4: 797,143 shares; 2026Q1: 788,251 shares 788,251 $513M 0.9% -8,892 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,563,295 shares; 2024Q4: 8,364,669 shares; 2025Q1: 9,495,964 shares; 2025Q2: 9,991,736 shares; 2025Q3: 5,114,591 shares; 2025Q4: 5,781,000 shares; 2026Q1: 5,365,982 shares 5,365,982 $512M 0.9% -415,018 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: 3,489,698 shares; 2024Q4: 3,853,794 shares; 2025Q1: 5,035,112 shares; 2025Q2: 5,383,445 shares; 2025Q3: 5,902,832 shares; 2025Q4: 6,289,692 shares; 2026Q1: 6,435,212 shares 6,435,212 $505M 0.88% +145,520 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,025,690 shares; 2024Q4: 1,108,219 shares; 2025Q1: 1,061,987 shares; 2025Q2: 1,133,446 shares; 2025Q3: 1,240,479 shares; 2025Q4: 1,236,730 shares; 2026Q1: 1,629,276 shares 1,629,276 $504M 0.88% +392,546 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: 718,545 shares; 2024Q4: 720,467 shares; 2025Q1: 742,118 shares; 2025Q2: 759,573 shares; 2025Q3: 760,924 shares; 2025Q4: 839,990 shares; 2026Q1: 1,010,888 shares 1,010,888 $484M 0.85% +170,898 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: 952,195 shares; 2024Q4: 936,323 shares; 2025Q1: 1,185,789 shares; 2025Q2: 1,173,874 shares; 2025Q3: 1,168,590 shares; 2025Q4: 1,164,954 shares; 2026Q1: 1,279,821 shares 1,279,821 $456M 0.8% +114,867 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: 1,228,865 shares; 2024Q4: 1,295,297 shares; 2025Q1: 1,384,976 shares; 2025Q2: 1,436,527 shares; 2025Q3: 1,474,836 shares; 2025Q4: 1,487,949 shares; 2026Q1: 1,711,395 shares 1,711,395 $372M 0.65% +223,446 Timeline JGRO 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: 2,969,793 shares; 2024Q4: 3,172,304 shares; 2025Q1: 3,371,599 shares; 2025Q2: 3,634,474 shares; 2025Q3: 3,730,483 shares; 2025Q4: 3,917,245 shares; 2026Q1: 4,292,843 shares 4,292,843 $363M 0.63% +375,598 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: 3,288,671 shares; 2024Q4: 3,394,322 shares; 2025Q1: 3,290,409 shares; 2025Q2: 5,777,775 shares; 2025Q3: 3,808,482 shares; 2025Q4: 3,942,405 shares; 2026Q1: 3,886,561 shares 3,886,561 $356M 0.62% -55,844 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: 734,375 shares; 2024Q4: 755,654 shares; 2025Q1: 858,155 shares; 2025Q2: 860,562 shares; 2025Q3: 871,509 shares; 2025Q4: 875,280 shares; 2026Q1: 1,190,152 shares 1,190,152 $350M 0.61% +314,872 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: 446,447 shares; 2024Q4: 481,382 shares; 2025Q1: 509,677 shares; 2025Q2: 541,196 shares; 2025Q3: 545,182 shares; 2025Q4: 484,342 shares; 2026Q1: 598,601 shares 598,601 $342M 0.6% +114,259 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,084,013 shares; 2024Q4: 1,158,508 shares; 2025Q1: 1,235,960 shares; 2025Q2: 1,257,834 shares; 2025Q3: 1,323,101 shares; 2025Q4: 1,371,010 shares; 2026Q1: 1,561,330 shares 1,561,330 $323M 0.57% +190,320 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: 674,113 shares; 2024Q4: 687,112 shares; 2025Q1: 854,821 shares; 2025Q2: 868,631 shares; 2025Q3: 867,374 shares; 2025Q4: 1,052,266 shares; 2026Q1: 1,125,486 shares 1,125,486 $323M 0.56% +73,220 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,594,858 shares; 2024Q4: 1,637,452 shares; 2025Q1: 1,653,306 shares; 2025Q2: 1,668,738 shares; 2025Q3: 1,596,147 shares; 2025Q4: 1,063,914 shares; 2026Q1: 869,407 shares 869,407 $319M 0.56% -194,507 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: 389,165 shares; 2024Q4: 411,870 shares; 2025Q1: 530,761 shares; 2025Q2: 541,639 shares; 2025Q3: 555,527 shares; 2025Q4: 560,288 shares; 2026Q1: 604,654 shares 604,654 $302M 0.53% +44,366 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,747,270 shares; 2024Q4: 2,932,031 shares; 2025Q1: 3,975,661 shares; 2025Q2: 4,205,973 shares; 2025Q3: 4,562,020 shares; 2025Q4: 4,838,714 shares; 2026Q1: 5,486,292 shares 5,486,292 $288M 0.5% +647,578 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,548,368 shares; 2024Q4: 1,693,990 shares; 2025Q1: 1,752,227 shares; 2025Q2: 1,136,586 shares; 2025Q3: 1,224,488 shares; 2025Q4: 1,236,013 shares; 2026Q1: 1,289,920 shares 1,289,920 $280M 0.49% +53,907 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: not reported; 2025Q3: 4,181,869 shares; 2025Q4: 4,623,078 shares; 2026Q1: 5,141,154 shares 5,141,154 $276M 0.48% +518,076 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: 1,025,174 shares; 2024Q4: 1,035,805 shares; 2025Q1: 1,168,349 shares; 2025Q2: 1,217,884 shares; 2025Q3: 1,210,404 shares; 2025Q4: 1,205,106 shares; 2026Q1: 1,231,858 shares 1,231,858 $265M 0.46% +26,752 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,847,514 shares; 2024Q4: 5,093,878 shares; 2025Q1: 6,273,301 shares; 2025Q2: 6,963,911 shares; 2025Q3: 7,079,067 shares; 2025Q4: 7,196,392 shares; 2026Q1: 5,254,391 shares 5,254,391 $265M 0.46% -1,942,001 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: 604,652 shares; 2024Q4: 602,972 shares; 2025Q1: 666,306 shares; 2025Q2: 693,095 shares; 2025Q3: 699,064 shares; 2025Q4: 789,011 shares; 2026Q1: 799,543 shares 799,543 $256M 0.45% +10,532 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,744,365 shares; 2024Q4: 1,801,458 shares; 2025Q1: 1,857,336 shares; 2025Q2: 2,277,509 shares; 2025Q3: 2,444,241 shares; 2025Q4: 2,563,633 shares; 2026Q1: 2,656,027 shares 2,656,027 $250M 0.44% +92,394 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: 1,680,699 shares; 2024Q4: 1,776,970 shares; 2025Q1: 1,827,055 shares; 2025Q2: 1,878,626 shares; 2025Q3: 1,908,126 shares; 2025Q4: 1,936,138 shares; 2026Q1: 1,771,496 shares 1,771,496 $247M 0.43% -164,642 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,433,952 shares; 2024Q4: 1,465,529 shares; 2025Q1: 1,523,426 shares; 2025Q2: 1,528,105 shares; 2025Q3: 1,600,238 shares; 2025Q4: 1,632,385 shares; 2026Q1: 1,429,145 shares 1,429,145 $242M 0.42% -203,240 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: 190,322 shares; 2024Q4: 182,543 shares; 2025Q1: 366,423 shares; 2025Q2: 381,092 shares; 2025Q3: 380,218 shares; 2025Q4: 435,995 shares; 2026Q1: 456,659 shares 456,659 $237M 0.42% +20,664 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,719,191 shares; 2024Q4: 1,738,518 shares; 2025Q1: 1,794,179 shares; 2025Q2: 1,809,441 shares; 2025Q3: 1,809,931 shares; 2025Q4: 1,896,507 shares; 2026Q1: 1,714,266 shares 1,714,266 $236M 0.41% -182,241 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: 1,879,518 shares; 2024Q4: 1,879,270 shares; 2025Q1: 1,934,659 shares; 2025Q2: 2,374,354 shares; 2025Q3: 2,453,654 shares; 2025Q4: 2,517,777 shares; 2026Q1: 3,021,766 shares 3,021,766 $234M 0.41% +503,989 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: 1,102,540 shares; 2024Q4: 1,101,004 shares; 2025Q1: 1,170,029 shares; 2025Q2: 1,224,274 shares; 2025Q3: 1,238,450 shares; 2025Q4: 1,665,219 shares; 2026Q1: 1,842,858 shares 1,842,858 $222M 0.39% +177,639 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: 1,045,570 shares; 2024Q4: 1,028,484 shares; 2025Q1: 1,373,968 shares; 2025Q2: 1,781,074 shares; 2025Q3: 1,847,500 shares; 2025Q4: 2,007,142 shares; 2026Q1: 2,182,769 shares 2,182,769 $220M 0.38% +175,627 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: 273,147 shares; 2024Q4: 272,008 shares; 2025Q1: 279,591 shares; 2025Q2: 283,483 shares; 2025Q3: 281,865 shares; 2025Q4: 1,506,277 shares; 2026Q1: 1,519,015 shares 1,519,015 $216M 0.38% +12,738 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,528,110 shares; 2024Q4: 3,753,977 shares; 2025Q1: 4,066,419 shares; 2025Q2: 4,268,785 shares; 2025Q3: 4,792,936 shares; 2025Q4: 5,169,200 shares; 2026Q1: 5,449,636 shares 5,449,636 $214M 0.37% +280,436 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: 2,182,410 shares; 2024Q4: 2,281,729 shares; 2025Q1: 2,434,632 shares; 2025Q2: 2,413,902 shares; 2025Q3: 2,399,841 shares; 2025Q4: 2,410,855 shares; 2026Q1: 2,416,160 shares 2,416,160 $213M 0.37% +5,305 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: 136,363 shares; 2024Q4: 140,860 shares; 2025Q1: 173,626 shares; 2025Q2: 177,051 shares; 2025Q3: 175,140 shares; 2025Q4: 186,667 shares; 2026Q1: 212,982 shares 212,982 $212M 0.37% +26,315 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: 270,560 shares; 2024Q4: 276,936 shares; 2025Q1: 530,935 shares; 2025Q2: 568,306 shares; 2025Q3: 578,855 shares; 2025Q4: 664,101 shares; 2026Q1: 697,358 shares 697,358 $211M 0.37% +33,257 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,109,411 shares; 2024Q4: 2,441,580 shares; 2025Q1: 2,482,360 shares; 2025Q2: 2,743,113 shares; 2025Q3: 2,791,849 shares; 2025Q4: 2,782,775 shares; 2026Q1: 2,882,647 shares 2,882,647 $209M 0.36% +99,872 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: 440,843 shares; 2024Q4: 428,283 shares; 2025Q1: 433,886 shares; 2025Q2: 476,161 shares; 2025Q3: 466,706 shares; 2025Q4: 466,486 shares; 2026Q1: 477,946 shares 477,946 $204M 0.36% +11,460 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 767,729 shares; 2024Q4: 817,902 shares; 2025Q1: 828,509 shares; 2025Q2: 828,549 shares; 2025Q3: 841,287 shares; 2025Q4: 839,433 shares; 2026Q1: 866,762 shares 866,762 $201M 0.35% +27,329 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: 82,822 shares; 2024Q4: 80,829 shares; 2025Q1: 87,622 shares; 2025Q2: 92,566 shares; 2025Q3: 186,888 shares; 2025Q4: 192,502 shares; 2026Q1: 590,555 shares 590,555 $200M 0.35% +398,053 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: 402,764 shares; 2024Q4: 449,123 shares; 2025Q1: 621,101 shares; 2025Q2: 2,611,073 shares; 2025Q3: 3,162,371 shares; 2025Q4: 3,399,322 shares; 2026Q1: 4,043,914 shares 4,043,914 $198M 0.35% +644,592 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: 377,627 shares; 2024Q4: 790,820 shares; 2025Q1: 849,958 shares; 2025Q2: 875,010 shares; 2025Q3: 702,861 shares; 2025Q4: 693,266 shares; 2026Q1: 1,231,510 shares 1,231,510 $197M 0.35% +538,244 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: 538,727 shares; 2024Q4: 533,600 shares; 2025Q1: 607,120 shares; 2025Q2: 608,661 shares; 2025Q3: 613,036 shares; 2025Q4: 629,513 shares; 2026Q1: 791,746 shares 791,746 $194M 0.34% +162,233 Timeline SCHI 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: 11,761 shares; 2024Q4: 26,796 shares; 2025Q1: 6,330,372 shares; 2025Q2: 7,243,804 shares; 2025Q3: 7,464,403 shares; 2025Q4: 7,834,234 shares; 2026Q1: 8,527,007 shares 8,527,007 $193M 0.34% +692,773 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: 113,198 shares; 2024Q4: 1,159,951 shares; 2025Q1: 1,184,678 shares; 2025Q2: 1,222,223 shares; 2025Q3: 1,243,904 shares; 2025Q4: 998,116 shares; 2026Q1: 902,539 shares 902,539 $193M 0.34% -95,577 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: 583,626 shares; 2024Q4: 594,379 shares; 2025Q1: 454,597 shares; 2025Q2: 458,470 shares; 2025Q3: 485,703 shares; 2025Q4: 498,265 shares; 2026Q1: 528,574 shares 528,574 $186M 0.33% +30,309 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: 214,539 shares; 2024Q4: 201,498 shares; 2025Q1: 173,951 shares; 2025Q2: 171,331 shares; 2025Q3: 168,352 shares; 2025Q4: 165,789 shares; 2026Q1: 202,206 shares 202,206 $186M 0.33% +36,417 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,702 shares; 2024Q4: 210,119 shares; 2025Q1: 225,236 shares; 2025Q2: 225,661 shares; 2025Q3: 222,099 shares; 2025Q4: 226,544 shares; 2026Q1: 300,682 shares 300,682 $182M 0.32% +74,138 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 620,661 shares; 2024Q4: 645,402 shares; 2025Q1: 662,261 shares; 2025Q2: 818,776 shares; 2025Q3: 847,122 shares; 2025Q4: 874,376 shares; 2026Q1: 942,732 shares 942,732 $172M 0.3% +68,356 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,441 shares; 2024Q4: 23,665 shares; 2025Q1: 206,857 shares; 2025Q2: 209,731 shares; 2025Q3: 576,395 shares; 2025Q4: 655,644 shares; 2026Q1: 678,655 shares 678,655 $169M 0.29% +23,011 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: 44,067 shares; 2024Q4: 48,258 shares; 2025Q1: 56,523 shares; 2025Q2: 68,870 shares; 2025Q3: 72,160 shares; 2025Q4: 77,508 shares; 2026Q1: 198,639 shares 198,639 $168M 0.29% +121,131 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,841,774 shares; 2024Q4: 1,883,036 shares; 2025Q1: 1,909,354 shares; 2025Q2: 2,028,672 shares; 2025Q3: 2,062,619 shares; 2025Q4: 2,140,987 shares; 2026Q1: 2,131,346 shares 2,131,346 $160M 0.28% -9,641 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: 12,276 shares; 2024Q4: 16,653 shares; 2025Q1: 431,637 shares; 2025Q2: 521,946 shares; 2025Q3: 552,929 shares; 2025Q4: 558,732 shares; 2026Q1: 535,366 shares 535,366 $158M 0.28% -23,366 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: 1,669,891 shares; 2024Q4: 1,650,622 shares; 2025Q1: 2,223,498 shares; 2025Q2: 2,214,611 shares; 2025Q3: 2,237,996 shares; 2025Q4: 2,327,527 shares; 2026Q1: 2,276,302 shares 2,276,302 $154M 0.27% -51,225 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: 1,027,052 shares; 2024Q4: 1,064,188 shares; 2025Q1: 1,112,720 shares; 2025Q2: 1,115,678 shares; 2025Q3: 1,147,470 shares; 2025Q4: 1,170,601 shares; 2026Q1: 1,235,877 shares 1,235,877 $154M 0.27% +65,276 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: 560,891 shares; 2024Q4: 564,640 shares; 2025Q1: 577,893 shares; 2025Q2: 603,385 shares; 2025Q3: 604,702 shares; 2025Q4: 608,084 shares; 2026Q1: 633,571 shares 633,571 $150M 0.26% +25,487 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: 2,620,205 shares; 2024Q4: 2,729,982 shares; 2025Q1: 2,822,844 shares; 2025Q2: 2,899,176 shares; 2025Q3: 2,868,785 shares; 2025Q4: 2,935,796 shares; 2026Q1: 3,048,200 shares 3,048,200 $149M 0.26% +112,404 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: 129,353 shares; 2024Q4: 132,193 shares; 2025Q1: 135,012 shares; 2025Q2: 132,226 shares; 2025Q3: 134,088 shares; 2025Q4: 141,582 shares; 2026Q1: 209,300 shares 209,300 $148M 0.26% +67,718 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: 664,330 shares; 2024Q4: 610,972 shares; 2025Q1: 651,676 shares; 2025Q2: 763,228 shares; 2025Q3: 779,138 shares; 2025Q4: 1,161,390 shares; 2026Q1: 1,119,619 shares 1,119,619 $144M 0.25% -41,771 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: 775,484 shares; 2024Q4: 738,650 shares; 2025Q1: 683,791 shares; 2025Q2: 661,136 shares; 2025Q3: 611,939 shares; 2025Q4: 1,153,365 shares; 2026Q1: 1,079,699 shares 1,079,699 $143M 0.25% -73,666 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: 2,300,401 shares; 2024Q4: 1,585,381 shares; 2025Q1: 1,564,857 shares; 2025Q2: 1,546,372 shares; 2025Q3: 1,525,895 shares; 2025Q4: 1,558,129 shares; 2026Q1: 1,867,326 shares 1,867,326 $142M 0.25% +309,197 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303,028 shares; 2024Q4: 305,957 shares; 2025Q1: 303,387 shares; 2025Q2: 303,135 shares; 2025Q3: 305,705 shares; 2025Q4: 295,794 shares; 2026Q1: 293,489 shares 293,489 $139M 0.24% -2,305 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,212,348 shares; 2024Q4: 1,285,605 shares; 2025Q1: 1,319,670 shares; 2025Q2: 1,418,214 shares; 2025Q3: 1,224,596 shares; 2025Q4: 1,252,435 shares; 2026Q1: 1,296,728 shares 1,296,728 $138M 0.24% +44,293 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: 474,365 shares; 2024Q4: 507,662 shares; 2025Q1: 532,189 shares; 2025Q2: 568,575 shares; 2025Q3: 567,770 shares; 2025Q4: 505,404 shares; 2026Q1: 564,746 shares 564,746 $137M 0.24% +59,342 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: 1,463,446 shares; 2024Q4: 1,511,323 shares; 2025Q1: 1,425,797 shares; 2025Q2: 1,369,256 shares; 2025Q3: 1,380,583 shares; 2025Q4: 1,403,628 shares; 2026Q1: 1,767,782 shares 1,767,782 $136M 0.24% +364,154 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: 115,690 shares; 2024Q4: 123,488 shares; 2025Q1: 112,145 shares; 2025Q2: 107,265 shares; 2025Q3: 110,691 shares; 2025Q4: 1,142,511 shares; 2026Q1: 1,417,561 shares 1,417,561 $136M 0.24% +275,050 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 957,696 shares; 2024Q4: 996,970 shares; 2025Q1: 979,525 shares; 2025Q2: 993,607 shares; 2025Q3: 1,061,377 shares; 2025Q4: 1,077,664 shares; 2026Q1: 1,156,990 shares 1,156,990 $136M 0.24% +79,326 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: 1,048,318 shares; 2024Q4: 1,136,181 shares; 2025Q1: 1,216,314 shares; 2025Q2: 1,358,342 shares; 2025Q3: 1,204,010 shares; 2025Q4: 1,217,656 shares; 2026Q1: 1,271,750 shares 1,271,750 $135M 0.24% +54,094 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,044,221 shares; 2024Q4: 1,102,255 shares; 2025Q1: 1,128,706 shares; 2025Q2: 1,156,864 shares; 2025Q3: 1,160,650 shares; 2025Q4: 1,171,112 shares; 2026Q1: 1,216,270 shares 1,216,270 $133M 0.23% +45,158 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,879,641 shares; 2026Q1: 7,931,555 shares 7,931,555 $132M 0.23% +51,914 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,947 shares; 2024Q4: 9,995 shares; 2025Q1: 7,352 shares; 2025Q2: 2,576,169 shares; 2025Q3: 2,863,933 shares; 2025Q4: 3,191,444 shares; 2026Q1: 3,518,196 shares 3,518,196 $128M 0.22% +326,752 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,257,145 shares; 2024Q4: 1,220,076 shares; 2025Q1: 1,341,403 shares; 2025Q2: 1,284,860 shares; 2025Q3: 1,296,376 shares; 2025Q4: 1,298,571 shares; 2026Q1: 1,316,911 shares 1,316,911 $128M 0.22% +18,340 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 720,088 shares; 2024Q4: 728,193 shares; 2025Q1: 780,612 shares; 2025Q2: 791,471 shares; 2025Q3: 798,012 shares; 2025Q4: 820,249 shares; 2026Q1: 856,648 shares 856,648 $127M 0.22% +36,399 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: 297,148 shares; 2024Q4: 296,680 shares; 2025Q1: 414,597 shares; 2025Q2: 404,654 shares; 2025Q3: 405,203 shares; 2025Q4: 432,528 shares; 2026Q1: 1,344,582 shares 1,344,582 $125M 0.22% +912,054 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: 1,335,771 shares; 2024Q4: 1,441,526 shares; 2025Q1: 1,380,012 shares; 2025Q2: 1,401,091 shares; 2025Q3: 1,424,960 shares; 2025Q4: 1,377,266 shares; 2026Q1: 1,355,041 shares 1,355,041 $123M 0.21% -22,225 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,036 shares; 2024Q4: 52,372 shares; 2025Q1: 387,870 shares; 2025Q2: 389,104 shares; 2025Q3: 390,480 shares; 2025Q4: 396,514 shares; 2026Q1: 330,883 shares 330,883 $120M 0.21% -65,631 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: 777,242 shares; 2024Q4: 825,817 shares; 2025Q1: 875,398 shares; 2025Q2: 841,454 shares; 2025Q3: 2,885,250 shares; 2025Q4: 4,309,342 shares; 2026Q1: 4,178,442 shares 4,178,442 $120M 0.21% -130,900 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,676,070 shares; 2024Q4: 2,306,023 shares; 2025Q1: 3,144,387 shares; 2025Q2: 3,342,999 shares; 2025Q3: 3,567,636 shares; 2025Q4: 4,072,260 shares; 2026Q1: 4,130,218 shares 4,130,218 $119M 0.21% +57,958 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: 9,184,315 shares; 2024Q4: 9,575,089 shares; 2025Q1: 10,176,075 shares; 2025Q2: 4,611,782 shares; 2025Q3: 4,052,836 shares; 2025Q4: 3,883,153 shares; 2026Q1: 3,832,545 shares 3,832,545 $113M 0.2% -50,608 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,505 shares; 2024Q4: 78,500 shares; 2025Q1: 1,544,893 shares; 2025Q2: 1,614,643 shares; 2025Q3: 3,197,538 shares; 2025Q4: 3,256,162 shares; 2026Q1: 2,829,433 shares 2,829,433 $113M 0.2% -426,729 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 590,863 shares; 2024Q4: 626,191 shares; 2025Q1: 635,616 shares; 2025Q2: 648,538 shares; 2025Q3: 641,395 shares; 2025Q4: 614,107 shares; 2026Q1: 780,690 shares 780,690 $113M 0.2% +166,583 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,587 shares; 2024Q4: 2,864,267 shares; 2025Q1: 38,395 shares; 2025Q2: 49,630 shares; 2025Q3: 68,111 shares; 2025Q4: 4,760,988 shares; 2026Q1: 4,862,785 shares 4,862,785 $111M 0.19% +101,797 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 582,967 shares; 2024Q4: 722,782 shares; 2025Q1: 1,054,238 shares; 2025Q2: 1,135,167 shares; 2025Q3: 1,220,171 shares; 2025Q4: 1,240,395 shares; 2026Q1: 1,227,176 shares 1,227,176 $111M 0.19% -13,219 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,537 shares; 2024Q4: 443,340 shares; 2025Q1: 480,329 shares; 2025Q2: 510,058 shares; 2025Q3: 537,623 shares; 2025Q4: 480,058 shares; 2026Q1: 487,861 shares 487,861 $110M 0.19% +7,803 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,225 shares; 2024Q4: 8,406 shares; 2025Q1: 8,803 shares; 2025Q2: 10,825 shares; 2025Q3: 10,459 shares; 2025Q4: 11,664 shares; 2026Q1: 197,471 shares 197,471 $108M 0.19% +185,807 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,698,856 shares; 2024Q4: 1,786,155 shares; 2025Q1: 1,808,541 shares; 2025Q2: 1,081,770 shares; 2025Q3: 1,081,907 shares; 2025Q4: 1,054,944 shares; 2026Q1: 2,320,896 shares 2,320,896 $106M 0.19% +1,265,952 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: 741,708 shares; 2024Q4: 737,025 shares; 2025Q1: 861,169 shares; 2025Q2: 838,783 shares; 2025Q3: 843,456 shares; 2025Q4: 860,161 shares; 2026Q1: 856,289 shares 856,289 $106M 0.19% -3,872 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: 425,445 shares; 2024Q4: 426,665 shares; 2025Q1: 457,782 shares; 2025Q2: 553,934 shares; 2025Q3: 577,594 shares; 2025Q4: 561,068 shares; 2026Q1: 720,217 shares 720,217 $105M 0.18% +159,149 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: 536,182 shares; 2024Q4: 508,664 shares; 2025Q1: 539,161 shares; 2025Q2: 535,580 shares; 2025Q3: 554,798 shares; 2025Q4: 654,947 shares; 2026Q1: 675,130 shares 675,130 $105M 0.18% +20,183 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: 243,769 shares; 2024Q4: 251,065 shares; 2025Q1: 306,310 shares; 2025Q2: 279,699 shares; 2025Q3: 277,927 shares; 2025Q4: 267,636 shares; 2026Q1: 310,515 shares 310,515 $102M 0.18% +42,879 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,141,005 shares; 2024Q4: 3,320,913 shares; 2025Q1: 3,385,610 shares; 2025Q2: 3,396,843 shares; 2025Q3: 3,387,483 shares; 2025Q4: 4,236,900 shares; 2026Q1: 4,047,483 shares 4,047,483 $102M 0.18% -189,417 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: 935,171 shares; 2024Q4: 1,002,019 shares; 2025Q1: 1,008,784 shares; 2025Q2: 1,048,220 shares; 2025Q3: 1,055,042 shares; 2025Q4: 1,075,968 shares; 2026Q1: 895,539 shares 895,539 $102M 0.18% -180,429 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: 248,805 shares; 2024Q4: 249,646 shares; 2025Q1: 268,389 shares; 2025Q2: 245,266 shares; 2025Q3: 230,333 shares; 2025Q4: 233,380 shares; 2026Q1: 233,904 shares 233,904 $101M 0.18% +524 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291,314 shares; 2024Q4: 285,630 shares; 2025Q1: 271,708 shares; 2025Q2: 272,362 shares; 2025Q3: 270,855 shares; 2025Q4: 2,898,200 shares; 2026Q1: 2,952,121 shares 2,952,121 $100M 0.18% +53,921 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: 53,077 shares; 2024Q4: 56,186 shares; 2025Q1: 819,906 shares; 2025Q2: 816,418 shares; 2025Q3: 827,600 shares; 2025Q4: 829,732 shares; 2026Q1: 789,366 shares 789,366 $99.7M 0.17% -40,366 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,111 shares; 2024Q4: 5,587 shares; 2025Q1: 126,596 shares; 2025Q2: 130,988 shares; 2025Q3: 296,937 shares; 2025Q4: 293,650 shares; 2026Q1: 297,197 shares 297,197 $99.1M 0.17% +3,547 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: 72,113 shares; 2024Q4: 74,708 shares; 2025Q1: 124,949 shares; 2025Q2: 123,435 shares; 2025Q3: 123,185 shares; 2025Q4: 106,507 shares; 2026Q1: 486,903 shares 486,903 $98.9M 0.17% +380,396 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: 273,052 shares; 2024Q4: 299,275 shares; 2025Q1: 152,024 shares; 2025Q2: 146,910 shares; 2025Q3: 154,093 shares; 2025Q4: 162,489 shares; 2026Q1: 265,800 shares 265,800 $98.8M 0.17% +103,311 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: 805,581 shares; 2024Q4: 806,070 shares; 2025Q1: 804,552 shares; 2025Q2: 806,377 shares; 2025Q3: 811,350 shares; 2025Q4: 812,125 shares; 2026Q1: 831,645 shares 831,645 $98.7M 0.17% +19,520 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: 1,412,507 shares; 2024Q4: 1,413,619 shares; 2025Q1: 6,216,821 shares; 2025Q2: 4,274,436 shares; 2025Q3: 4,237,347 shares; 2025Q4: 3,278,074 shares; 2026Q1: 3,485,448 shares 3,485,448 $97.9M 0.17% +207,374 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,582 shares; 2024Q4: 11,712 shares; 2025Q1: 12,629 shares; 2025Q2: 15,212 shares; 2025Q3: 22,634 shares; 2025Q4: 673,730 shares; 2026Q1: 815,568 shares 815,568 $96.8M 0.17% +141,838 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: 414,085 shares; 2024Q4: 393,897 shares; 2025Q1: 389,968 shares; 2025Q2: 343,668 shares; 2025Q3: 335,840 shares; 2025Q4: 331,262 shares; 2026Q1: 333,471 shares 333,471 $95.8M 0.17% +2,209 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,499 shares; 2024Q4: 38,035 shares; 2025Q1: 26,786 shares; 2025Q2: 33,342 shares; 2025Q3: 31,415 shares; 2025Q4: 150,993 shares; 2026Q1: 815,733 shares 815,733 $95.5M 0.17% +664,740 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: 81,210 shares; 2024Q4: 83,284 shares; 2025Q1: 93,916 shares; 2025Q2: 94,685 shares; 2025Q3: 102,851 shares; 2025Q4: 103,873 shares; 2026Q1: 721,324 shares 721,324 $94.6M 0.17% +617,451 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: 371,589 shares; 2024Q4: 370,305 shares; 2025Q1: 368,369 shares; 2025Q2: 427,355 shares; 2025Q3: 420,538 shares; 2025Q4: 414,312 shares; 2026Q1: 435,644 shares 435,644 $93.1M 0.16% +21,332 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,786 shares; 2024Q4: 374,864 shares; 2025Q1: 391,153 shares; 2025Q2: 402,550 shares; 2025Q3: 407,239 shares; 2025Q4: 410,016 shares; 2026Q1: 435,479 shares 435,479 $89.7M 0.16% +25,463 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: 2,277,485 shares; 2024Q4: 2,447,510 shares; 2025Q1: 2,430,562 shares; 2025Q2: 2,453,340 shares; 2025Q3: 2,460,899 shares; 2025Q4: 2,544,917 shares; 2026Q1: 2,531,940 shares 2,531,940 $89.7M 0.16% -12,977 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: 1,171,229 shares; 2026Q1: 1,536,274 shares 1,536,274 $87.5M 0.15% +365,045 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: 665,042 shares; 2024Q4: 771,537 shares; 2025Q1: 791,317 shares; 2025Q2: 834,591 shares; 2025Q3: 829,865 shares; 2025Q4: 929,038 shares; 2026Q1: 1,088,041 shares 1,088,041 $86.6M 0.15% +159,003 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: 2,387,073 shares; 2024Q4: 2,579,778 shares; 2025Q1: 2,523,961 shares; 2025Q2: 2,520,977 shares; 2025Q3: 2,564,945 shares; 2025Q4: 2,580,568 shares; 2026Q1: 2,986,531 shares 2,986,531 $86.6M 0.15% +405,963 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: 174,519 shares; 2024Q4: 178,616 shares; 2025Q1: 189,349 shares; 2025Q2: 185,026 shares; 2025Q3: 184,670 shares; 2025Q4: 206,191 shares; 2026Q1: 277,363 shares 277,363 $86.2M 0.15% +71,172 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,215 shares; 2024Q4: 103,822 shares; 2025Q1: 101,538 shares; 2025Q2: 101,159 shares; 2025Q3: 123,890 shares; 2025Q4: 225,479 shares; 2026Q1: 358,564 shares 358,564 $86M 0.15% +133,085 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,303 shares; 2024Q4: 159,205 shares; 2025Q1: 169,965 shares; 2025Q2: 176,010 shares; 2025Q3: 185,851 shares; 2025Q4: 190,397 shares; 2026Q1: 192,997 shares 192,997 $85.8M 0.15% +2,600 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,142 shares; 2024Q4: 13,656 shares; 2025Q1: 212,544 shares; 2025Q2: 214,781 shares; 2025Q3: 218,961 shares; 2025Q4: 220,817 shares; 2026Q1: 365,997 shares 365,997 $85.4M 0.15% +145,180 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: 56,726 shares; 2024Q4: 49,067 shares; 2025Q1: 37,377 shares; 2025Q2: 32,146 shares; 2025Q3: 32,441 shares; 2025Q4: 29,931 shares; 2026Q1: 1,626,980 shares 1,626,980 $84.9M 0.15% +1,597,049 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: 231,148 shares; 2024Q4: 201,826 shares; 2025Q1: 214,197 shares; 2025Q2: 210,532 shares; 2025Q3: 206,268 shares; 2025Q4: 207,993 shares; 2026Q1: 347,942 shares 347,942 $84.4M 0.15% +139,949 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: 264,750 shares; 2024Q4: 254,711 shares; 2025Q1: 323,203 shares; 2025Q2: 324,160 shares; 2025Q3: 319,897 shares; 2025Q4: 331,937 shares; 2026Q1: 334,444 shares 334,444 $82.9M 0.15% +2,507 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: 2,160,704 shares; 2024Q4: 2,150,062 shares; 2025Q1: 2,123,241 shares; 2025Q2: 2,137,497 shares; 2025Q3: 2,130,180 shares; 2025Q4: 2,097,527 shares; 2026Q1: 2,096,407 shares 2,096,407 $81.9M 0.14% -1,120 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: 15,579 shares; 2024Q4: 12,579 shares; 2025Q1: 18,813 shares; 2025Q2: 20,303 shares; 2025Q3: 20,139 shares; 2025Q4: 21,520 shares; 2026Q1: 60,482 shares 60,482 $79.9M 0.14% +38,962 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,850 shares; 2024Q4: 152,239 shares; 2025Q1: 338,246 shares; 2025Q2: 348,641 shares; 2025Q3: 354,583 shares; 2025Q4: 377,813 shares; 2026Q1: 479,942 shares 479,942 $77.6M 0.14% +102,129 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 405,565 shares; 2024Q4: 406,894 shares; 2025Q1: 428,247 shares; 2025Q2: 409,396 shares; 2025Q3: 406,933 shares; 2025Q4: 403,748 shares; 2026Q1: 402,442 shares 402,442 $77.2M 0.14% -1,306 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: 10,055 shares; 2024Q4: 9,496 shares; 2025Q1: 8,312 shares; 2025Q2: 1,008,623 shares; 2025Q3: 1,154,815 shares; 2025Q4: 1,157,714 shares; 2026Q1: 1,264,437 shares 1,264,437 $76.9M 0.13% +106,723 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: 230,260 shares; 2024Q4: 223,577 shares; 2025Q1: 246,166 shares; 2025Q2: 246,168 shares; 2025Q3: 244,490 shares; 2025Q4: 247,164 shares; 2026Q1: 253,496 shares 253,496 $75.8M 0.13% +6,332 Timeline SECU 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: 1,520,764 shares 1,520,764 $75.8M 0.13% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,537 shares; 2024Q4: 19,342 shares; 2025Q1: 27,437 shares; 2025Q2: 771,534 shares; 2025Q3: 842,106 shares; 2025Q4: 1,030,365 shares; 2026Q1: 1,095,162 shares 1,095,162 $74.4M 0.13% +64,797 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 430 shares; 2025Q1: 515 shares; 2025Q2: 6,153 shares; 2025Q3: 10,017 shares; 2025Q4: 9,755 shares; 2026Q1: 370,074 shares 370,074 $71M 0.12% +360,319 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: 1,261,120 shares; 2024Q4: 1,170,473 shares; 2025Q1: 1,216,843 shares; 2025Q2: 1,259,850 shares; 2025Q3: 1,265,324 shares; 2025Q4: 1,278,622 shares; 2026Q1: 1,304,499 shares 1,304,499 $70.5M 0.12% +25,877 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,084,023 shares; 2024Q4: 1,075,876 shares; 2025Q1: 1,164,274 shares; 2025Q2: 1,245,442 shares; 2025Q3: 1,312,993 shares; 2025Q4: 1,336,996 shares; 2026Q1: 1,490,284 shares 1,490,284 $70.2M 0.12% +153,288 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: 8,190 shares; 2024Q4: 8,782 shares; 2025Q1: 252,071 shares; 2025Q2: 259,995 shares; 2025Q3: 268,096 shares; 2025Q4: 268,588 shares; 2026Q1: 324,420 shares 324,420 $69.5M 0.12% +55,832 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: 29,272 shares; 2024Q4: 27,779 shares; 2025Q1: 31,601 shares; 2025Q2: 34,040 shares; 2025Q3: 33,496 shares; 2025Q4: 72,666 shares; 2026Q1: 259,885 shares 259,885 $69.3M 0.12% +187,219 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,390,882 shares; 2024Q4: 1,367,336 shares; 2025Q1: 1,385,223 shares; 2025Q2: 1,422,454 shares; 2025Q3: 1,443,837 shares; 2025Q4: 1,411,172 shares; 2026Q1: 1,376,968 shares 1,376,968 $69.3M 0.12% -34,204 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: 1,532,985 shares; 2024Q4: 1,599,262 shares; 2025Q1: 1,710,475 shares; 2025Q2: 1,828,484 shares; 2025Q3: 1,803,311 shares; 2025Q4: 1,768,853 shares; 2026Q1: 1,790,838 shares 1,790,838 $68.8M 0.12% +21,985 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: 25,571 shares; 2024Q4: 29,448 shares; 2025Q1: 229,009 shares; 2025Q2: 241,131 shares; 2025Q3: 239,813 shares; 2025Q4: 229,571 shares; 2026Q1: 213,445 shares 213,445 $68.4M 0.12% -16,126 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: 73,405 shares; 2024Q4: 72,403 shares; 2025Q1: 99,588 shares; 2025Q2: 94,351 shares; 2025Q3: 97,887 shares; 2025Q4: 316,950 shares; 2026Q1: 329,623 shares 329,623 $67.8M 0.12% +12,673 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: 311,285 shares; 2024Q4: 320,108 shares; 2025Q1: 348,445 shares; 2025Q2: 353,007 shares; 2025Q3: 350,354 shares; 2025Q4: 447,262 shares; 2026Q1: 421,418 shares 421,418 $67.3M 0.12% -25,844 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,910 shares; 2024Q4: 58,253 shares; 2025Q1: 837,112 shares; 2025Q2: 737,052 shares; 2025Q3: 752,541 shares; 2025Q4: 762,520 shares; 2026Q1: 761,831 shares 761,831 $66.9M 0.12% -689 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 911,396 shares; 2024Q4: 768,634 shares; 2025Q1: 802,897 shares; 2025Q2: 765,468 shares; 2025Q3: 760,024 shares; 2025Q4: 735,946 shares; 2026Q1: 715,391 shares 715,391 $66.3M 0.12% -20,555 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: 83,649 shares; 2024Q4: 85,341 shares; 2025Q1: 95,255 shares; 2025Q2: 109,604 shares; 2025Q3: 110,581 shares; 2025Q4: 113,181 shares; 2026Q1: 322,394 shares 322,394 $66.2M 0.12% +209,213 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: 639,972 shares; 2024Q4: 636,257 shares; 2025Q1: 633,536 shares; 2025Q2: 670,450 shares; 2025Q3: 664,022 shares; 2025Q4: 629,249 shares; 2026Q1: 1,317,698 shares 1,317,698 $66.1M 0.12% +688,449 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: 12,645 shares; 2024Q4: 11,920 shares; 2025Q1: 36,701 shares; 2025Q2: 476,494 shares; 2025Q3: 483,401 shares; 2025Q4: 603,684 shares; 2026Q1: 716,022 shares 716,022 $66.1M 0.12% +112,338 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: 26,123 shares; 2024Q4: 26,499 shares; 2025Q1: 27,749 shares; 2025Q2: 27,861 shares; 2025Q3: 27,966 shares; 2025Q4: 34,555 shares; 2026Q1: 143,337 shares 143,337 $66.1M 0.12% +108,782 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: 148,372 shares; 2024Q4: 135,199 shares; 2025Q1: 2,096,551 shares; 2025Q2: 2,084,585 shares; 2025Q3: 2,067,037 shares; 2025Q4: 2,320,462 shares; 2026Q1: 1,975,167 shares 1,975,167 $65.6M 0.11% -345,295 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,945 shares; 2024Q4: 180,399 shares; 2025Q1: 177,121 shares; 2025Q2: 175,309 shares; 2025Q3: 157,584 shares; 2025Q4: 932,281 shares; 2026Q1: 921,951 shares 921,951 $65.4M 0.11% -10,330 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: 239,458 shares; 2024Q4: 259,334 shares; 2025Q1: 292,128 shares; 2025Q2: 297,769 shares; 2025Q3: 296,573 shares; 2025Q4: 303,566 shares; 2026Q1: 336,103 shares 336,103 $64.8M 0.11% +32,537 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: 402,248 shares; 2024Q4: 403,481 shares; 2025Q1: 418,872 shares; 2025Q2: 437,782 shares; 2025Q3: 451,582 shares; 2025Q4: 462,474 shares; 2026Q1: 490,302 shares 490,302 $64.2M 0.11% +27,828 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 223,064 shares; 2025Q3: 1,061,229 shares; 2025Q4: 1,212,920 shares; 2026Q1: 1,282,009 shares 1,282,009 $64.1M 0.11% +69,089 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,476 shares; 2024Q4: 6,242 shares; 2025Q1: 41,581 shares; 2025Q2: 62,032 shares; 2025Q3: 62,271 shares; 2025Q4: 114,304 shares; 2026Q1: 145,331 shares 145,331 $63.4M 0.11% +31,027 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: 35,012 shares; 2024Q4: 23,934 shares; 2025Q1: 407,913 shares; 2025Q2: 405,397 shares; 2025Q3: 407,023 shares; 2025Q4: 408,361 shares; 2026Q1: 387,642 shares 387,642 $63M 0.11% -20,719 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: 210,464 shares; 2024Q4: 164,324 shares; 2025Q1: 147,409 shares; 2025Q2: 110,982 shares; 2025Q3: 123,325 shares; 2025Q4: 121,086 shares; 2026Q1: 232,248 shares 232,248 $62.8M 0.11% +111,162 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,832 shares; 2024Q4: 148,761 shares; 2025Q1: 156,119 shares; 2025Q2: 155,696 shares; 2025Q3: 159,906 shares; 2025Q4: 223,040 shares; 2026Q1: 205,156 shares 205,156 $62.1M 0.11% -17,884 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: 737,181 shares; 2024Q4: 718,537 shares; 2025Q1: 718,091 shares; 2025Q2: 736,262 shares; 2025Q3: 690,230 shares; 2025Q4: 703,733 shares; 2026Q1: 1,049,150 shares 1,049,150 $61.7M 0.11% +345,417 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: 52,069 shares; 2024Q4: 244,595 shares; 2025Q1: 303,401 shares; 2025Q2: 120,548 shares; 2025Q3: 109,158 shares; 2025Q4: 128,772 shares; 2026Q1: 327,636 shares 327,636 $61.2M 0.11% +198,864 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: 807,709 shares; 2024Q4: 836,620 shares; 2025Q1: 421,564 shares; 2025Q2: 417,368 shares; 2025Q3: 410,685 shares; 2025Q4: 374,256 shares; 2026Q1: 415,626 shares 415,626 $61.1M 0.11% +41,370 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 780 shares; 2025Q1: 77,514 shares; 2025Q2: 78,822 shares; 2025Q3: 73,347 shares; 2025Q4: 71,218 shares; 2026Q1: 56,812 shares 56,812 $60.6M 0.11% -14,406 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: 244,475 shares; 2024Q4: 237,306 shares; 2025Q1: 299,027 shares; 2025Q2: 226,273 shares; 2025Q3: 224,940 shares; 2025Q4: 250,978 shares; 2026Q1: 163,610 shares 163,610 $60.6M 0.11% -87,368 Timeline GSIE 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: 720,288 shares; 2024Q4: 749,659 shares; 2025Q1: 1,251,857 shares; 2025Q2: 1,268,124 shares; 2025Q3: 1,284,257 shares; 2025Q4: 1,286,568 shares; 2026Q1: 1,379,015 shares 1,379,015 $59.5M 0.1% +92,447 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: 2,801 shares; 2024Q4: 3,263 shares; 2025Q1: 4,499 shares; 2025Q2: 5,118 shares; 2025Q3: 5,049 shares; 2025Q4: 17,055 shares; 2026Q1: 39,906 shares 39,906 $58.8M 0.1% +22,851 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,033,931 shares; 2024Q4: 1,089,204 shares; 2025Q1: 1,047,756 shares; 2025Q2: 877,365 shares; 2025Q3: 893,012 shares; 2025Q4: 890,871 shares; 2026Q1: 857,041 shares 857,041 $58.7M 0.1% -33,830 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: 721,323 shares; 2024Q4: 706,735 shares; 2025Q1: 719,606 shares; 2025Q2: 726,435 shares; 2025Q3: 738,514 shares; 2025Q4: 769,890 shares; 2026Q1: 777,360 shares 777,360 $58.7M 0.1% +7,470 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,896 shares; 2024Q4: 7,038 shares; 2025Q1: 5,117 shares; 2025Q2: 4,974 shares; 2025Q3: 4,974 shares; 2025Q4: 1,184,445 shares; 2026Q1: 1,198,576 shares 1,198,576 $58.6M 0.1% +14,131 Timeline SMMU 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: 388,681 shares; 2024Q4: 432,472 shares; 2025Q1: 461,481 shares; 2025Q2: 524,063 shares; 2025Q3: 956,854 shares; 2025Q4: 1,047,846 shares; 2026Q1: 1,158,451 shares 1,158,451 $58.4M 0.1% +110,605 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372,615 shares; 2024Q4: 316,948 shares; 2025Q1: 233,334 shares; 2025Q2: 583,763 shares; 2025Q3: 528,948 shares; 2025Q4: 577,945 shares; 2026Q1: 588,709 shares 588,709 $58M 0.1% +10,764 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,155 shares; 2024Q4: 55,425 shares; 2025Q1: 164,187 shares; 2025Q2: 163,335 shares; 2025Q3: 165,107 shares; 2025Q4: 167,038 shares; 2026Q1: 124,098 shares 124,098 $57.5M 0.1% -42,940 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: 18,884 shares; 2024Q4: 20,952 shares; 2025Q1: 89,795 shares; 2025Q2: 93,459 shares; 2025Q3: 91,710 shares; 2025Q4: 100,208 shares; 2026Q1: 361,993 shares 361,993 $56.9M 0.1% +261,785 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 506,240 shares; 2024Q4: 502,739 shares; 2025Q1: 750,726 shares; 2025Q2: 739,882 shares; 2025Q3: 644,003 shares; 2025Q4: 666,453 shares; 2026Q1: 679,524 shares 679,524 $56.8M 0.1% +13,071 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: 467,771 shares; 2024Q4: 453,014 shares; 2025Q1: 460,349 shares; 2025Q2: 475,910 shares; 2025Q3: 477,996 shares; 2025Q4: 479,409 shares; 2026Q1: 489,338 shares 489,338 $55.3M 0.1% +9,929 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: 53,966 shares; 2024Q4: 55,503 shares; 2025Q1: 60,573 shares; 2025Q2: 60,289 shares; 2025Q3: 61,290 shares; 2025Q4: 66,276 shares; 2026Q1: 154,580 shares 154,580 $55.3M 0.1% +88,304 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: 315,874 shares; 2024Q4: 612,634 shares; 2025Q1: 1,453,160 shares; 2025Q2: 1,484,067 shares; 2025Q3: 1,478,814 shares; 2025Q4: 1,512,549 shares; 2026Q1: 1,119,263 shares 1,119,263 $55.3M 0.1% -393,286 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: 362,796 shares; 2024Q4: 345,087 shares; 2025Q1: 339,574 shares; 2025Q2: 340,996 shares; 2025Q3: 320,764 shares; 2025Q4: 305,708 shares; 2026Q1: 302,706 shares 302,706 $54.9M 0.1% -3,002 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: 75,681 shares; 2024Q4: 78,273 shares; 2025Q1: 97,822 shares; 2025Q2: 92,690 shares; 2025Q3: 97,634 shares; 2025Q4: 102,418 shares; 2026Q1: 269,610 shares 269,610 $54.8M 0.1% +167,192 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 50 shares; 2025Q1: 54 shares; 2025Q2: 56 shares; 2025Q3: 57 shares; 2025Q4: 73 shares; 2026Q1: 76 shares 76 $54.6M 0.1% +3 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,958 shares; 2024Q4: 10,341 shares; 2025Q1: 430,957 shares; 2025Q2: 454,877 shares; 2025Q3: 473,329 shares; 2025Q4: 495,543 shares; 2026Q1: 515,592 shares 515,592 $54.2M 0.09% +20,049 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 284,052 shares; 2025Q2: 584,589 shares; 2025Q3: 1,258,796 shares; 2025Q4: 1,470,159 shares; 2026Q1: 1,072,449 shares 1,072,449 $54M 0.09% -397,710 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 725,852 shares; 2024Q4: 628,574 shares; 2025Q1: 639,077 shares; 2025Q2: 906,410 shares; 2025Q3: 958,127 shares; 2025Q4: 1,184,363 shares; 2026Q1: 1,063,710 shares 1,063,710 $53.8M 0.09% -120,653 Timeline BILZ 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: 10,663 shares; 2024Q4: 91,453 shares; 2025Q1: 261,690 shares; 2025Q2: 438,843 shares; 2025Q3: 637,108 shares; 2025Q4: 715,422 shares; 2026Q1: 526,259 shares 526,259 $53.1M 0.09% -189,163 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,861 shares; 2024Q4: 40,627 shares; 2025Q1: 36,757 shares; 2025Q2: 46,458 shares; 2025Q3: 53,298 shares; 2025Q4: 1,642,866 shares; 2026Q1: 1,944,452 shares 1,944,452 $53.1M 0.09% +301,586 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: 102,899 shares; 2024Q4: 102,990 shares; 2025Q1: 261,615 shares; 2025Q2: 261,638 shares; 2025Q3: 261,469 shares; 2025Q4: 268,737 shares; 2026Q1: 278,942 shares 278,942 $52.9M 0.09% +10,205 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: 851,068 shares; 2024Q4: 898,002 shares; 2025Q1: 1,036,170 shares; 2025Q2: 1,209,719 shares; 2025Q3: 1,184,223 shares; 2025Q4: 1,190,095 shares; 2026Q1: 1,311,860 shares 1,311,860 $52.7M 0.09% +121,765 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: 561,416 shares; 2024Q4: 603,198 shares; 2025Q1: 631,268 shares; 2025Q2: 694,864 shares; 2025Q3: 699,652 shares; 2025Q4: 720,107 shares; 2026Q1: 795,480 shares 795,480 $52.5M 0.09% +75,373 Timeline JMTG 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: 985,755 shares; 2025Q4: 985,755 shares; 2026Q1: 1,016,192 shares 1,016,192 $51.8M 0.09% +30,437 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: 341,100 shares; 2024Q4: 1,037,731 shares; 2025Q1: 1,244,744 shares; 2025Q2: 1,869,995 shares; 2025Q3: 1,699,384 shares; 2025Q4: 1,616,859 shares; 2026Q1: 1,668,997 shares 1,668,997 $51.2M 0.09% +52,138 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: 178,595 shares; 2024Q4: 183,823 shares; 2025Q1: 187,975 shares; 2025Q2: 190,627 shares; 2025Q3: 182,348 shares; 2025Q4: 192,066 shares; 2026Q1: 224,447 shares 224,447 $50.7M 0.09% +32,381 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,204 shares; 2024Q4: 55,654 shares; 2025Q1: 59,559 shares; 2025Q2: 59,931 shares; 2025Q3: 67,894 shares; 2025Q4: 67,868 shares; 2026Q1: 129,660 shares 129,660 $50.6M 0.09% +61,792 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 392,397 shares; 2024Q4: 461,031 shares; 2025Q1: 467,645 shares; 2025Q2: 465,908 shares; 2025Q3: 460,066 shares; 2025Q4: 459,419 shares; 2026Q1: 446,393 shares 446,393 $50.3M 0.09% -13,026 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: 129,600 shares; 2024Q4: 142,123 shares; 2025Q1: 132,535 shares; 2025Q2: 244,854 shares; 2025Q3: 251,851 shares; 2025Q4: 230,276 shares; 2026Q1: 540,783 shares 540,783 $49.9M 0.09% +310,507 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335,691 shares; 2024Q4: 314,857 shares; 2025Q1: 413,880 shares; 2025Q2: 416,327 shares; 2025Q3: 398,969 shares; 2025Q4: 405,428 shares; 2026Q1: 870,443 shares 870,443 $49.4M 0.09% +465,015 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,993 shares; 2024Q4: 7,191 shares; 2025Q1: 7,736 shares; 2025Q2: 7,963 shares; 2025Q3: 7,837 shares; 2025Q4: 24,737 shares; 2026Q1: 25,753 shares 25,753 $49.3M 0.09% +1,016 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: 305,902 shares; 2024Q4: 809,707 shares; 2025Q1: 1,424,484 shares; 2025Q2: 1,615,193 shares; 2025Q3: 1,899,679 shares; 2025Q4: 1,986,057 shares; 2026Q1: 1,848,347 shares 1,848,347 $48.4M 0.08% -137,710 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 716,937 shares; 2024Q4: 714,870 shares; 2025Q1: 709,791 shares; 2025Q2: 686,857 shares; 2025Q3: 667,130 shares; 2025Q4: 679,406 shares; 2026Q1: 687,861 shares 687,861 $48.3M 0.08% +8,455 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,105 shares; 2024Q4: 16,743 shares; 2025Q1: 204,966 shares; 2025Q2: 201,785 shares; 2025Q3: 203,636 shares; 2025Q4: 202,314 shares; 2026Q1: 210,675 shares 210,675 $46.6M 0.08% +8,361 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: 377,557 shares; 2024Q4: 385,920 shares; 2025Q1: 448,320 shares; 2025Q2: 460,425 shares; 2025Q3: 466,721 shares; 2025Q4: 459,675 shares; 2026Q1: 451,752 shares 451,752 $46.4M 0.08% -7,923 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: 67,446 shares; 2024Q4: 66,763 shares; 2025Q1: 85,716 shares; 2025Q2: 86,685 shares; 2025Q3: 85,707 shares; 2025Q4: 86,732 shares; 2026Q1: 94,073 shares 94,073 $46.2M 0.08% +7,341 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,628 shares; 2024Q4: 198,141 shares; 2025Q1: 201,282 shares; 2025Q2: 208,204 shares; 2025Q3: 210,723 shares; 2025Q4: 210,147 shares; 2026Q1: 192,302 shares 192,302 $45.4M 0.08% -17,845 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,234 shares; 2024Q4: 52,300 shares; 2025Q1: 480,252 shares; 2025Q2: 496,647 shares; 2025Q3: 513,522 shares; 2025Q4: 715,010 shares; 2026Q1: 763,045 shares 763,045 $45.4M 0.08% +48,035 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,804 shares; 2024Q4: 114,865 shares; 2025Q1: 115,655 shares; 2025Q2: 113,680 shares; 2025Q3: 121,588 shares; 2025Q4: 124,594 shares; 2026Q1: 126,965 shares 126,965 $45.2M 0.08% +2,371 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: 17,131 shares; 2024Q4: 19,601 shares; 2025Q1: 27,355 shares; 2025Q2: 28,896 shares; 2025Q3: 30,939 shares; 2025Q4: 28,715 shares; 2026Q1: 50,478 shares 50,478 $44.1M 0.08% +21,763 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 830,262 shares; 2024Q4: 1,150,656 shares; 2025Q1: 1,411,248 shares; 2025Q2: 1,540,954 shares; 2025Q3: 1,647,824 shares; 2025Q4: 1,655,925 shares; 2026Q1: 1,956,875 shares 1,956,875 $43.7M 0.08% +300,950 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: 320,772 shares; 2025Q1: 369,197 shares; 2025Q2: 165,824 shares; 2025Q3: 168,000 shares; 2025Q4: 175,601 shares; 2026Q1: 355,277 shares 355,277 $43.6M 0.08% +179,676 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,680 shares; 2024Q4: 94,086 shares; 2025Q1: 94,134 shares; 2025Q2: 94,266 shares; 2025Q3: 94,426 shares; 2025Q4: 93,930 shares; 2026Q1: 93,934 shares 93,934 $43.6M 0.08% +4 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 856,437 shares; 2024Q4: 903,606 shares; 2025Q1: 938,825 shares; 2025Q2: 929,672 shares; 2025Q3: 571,519 shares; 2025Q4: 543,933 shares; 2026Q1: 557,553 shares 557,553 $43.5M 0.08% +13,620 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,951 shares; 2024Q4: 266,818 shares; 2025Q1: 263,539 shares; 2025Q2: 263,985 shares; 2025Q3: 251,930 shares; 2025Q4: 264,135 shares; 2026Q1: 390,440 shares 390,440 $43.5M 0.08% +126,305 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: 111,977 shares; 2024Q4: 340,977 shares; 2025Q1: 1,320,822 shares; 2025Q2: 1,337,235 shares; 2025Q3: 1,358,564 shares; 2025Q4: 1,412,072 shares; 2026Q1: 1,403,065 shares 1,403,065 $43.4M 0.08% -9,007 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: 71,248 shares; 2024Q4: 70,490 shares; 2025Q1: 181,836 shares; 2025Q2: 184,643 shares; 2025Q3: 176,035 shares; 2025Q4: 220,738 shares; 2026Q1: 248,471 shares 248,471 $42.9M 0.08% +27,733 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,312,776 shares; 2024Q4: 1,322,897 shares; 2025Q1: 1,108,548 shares; 2025Q2: 890,705 shares; 2025Q3: 788,883 shares; 2025Q4: 732,213 shares; 2026Q1: 628,227 shares 628,227 $42.1M 0.07% -103,986 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,215 shares; 2024Q4: 61,863 shares; 2025Q1: 75,860 shares; 2025Q2: 73,269 shares; 2025Q3: 71,760 shares; 2025Q4: 67,994 shares; 2026Q1: 67,864 shares 67,864 $41.9M 0.07% -130 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,161 shares; 2024Q4: 34,254 shares; 2025Q1: 359,124 shares; 2025Q2: 370,017 shares; 2025Q3: 379,511 shares; 2025Q4: 400,114 shares; 2026Q1: 471,504 shares 471,504 $41.7M 0.07% +71,390 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: 175,190 shares; 2024Q4: 185,344 shares; 2025Q1: 192,342 shares; 2025Q2: 208,175 shares; 2025Q3: 205,642 shares; 2025Q4: 218,648 shares; 2026Q1: 251,685 shares 251,685 $41.6M 0.07% +33,037 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: 469,215 shares; 2024Q4: 1,661,944 shares; 2025Q1: 1,641,423 shares; 2025Q2: 1,606,125 shares; 2025Q3: 1,515,427 shares; 2025Q4: 1,468,737 shares; 2026Q1: 1,412,254 shares 1,412,254 $41.1M 0.07% -56,483 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: 468,106 shares; 2024Q4: 531,335 shares; 2025Q1: 543,361 shares; 2025Q2: 523,325 shares; 2025Q3: 457,522 shares; 2025Q4: 541,683 shares; 2026Q1: 676,445 shares 676,445 $41M 0.07% +134,762 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,184 shares; 2024Q4: 196,502 shares; 2025Q1: 208,701 shares; 2025Q2: 214,172 shares; 2025Q3: 224,984 shares; 2025Q4: 78,479 shares; 2026Q1: 72,372 shares 72,372 $40.8M 0.07% -6,107 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,694 shares; 2024Q4: 22,253 shares; 2025Q1: 30,131 shares; 2025Q2: 24,183 shares; 2025Q3: 25,108 shares; 2025Q4: 31,642 shares; 2026Q1: 58,300 shares 58,300 $40.7M 0.07% +26,658 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,896 shares; 2024Q4: 64,845 shares; 2025Q1: 77,298 shares; 2025Q2: 82,194 shares; 2025Q3: 91,117 shares; 2025Q4: 82,667 shares; 2026Q1: 93,238 shares 93,238 $40.3M 0.07% +10,571 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: 95,644 shares; 2024Q4: 101,324 shares; 2025Q1: 106,346 shares; 2025Q2: 105,096 shares; 2025Q3: 104,639 shares; 2025Q4: 105,334 shares; 2026Q1: 207,460 shares 207,460 $40.3M 0.07% +102,126 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: 540,796 shares; 2024Q4: 617,452 shares; 2025Q1: 752,976 shares; 2025Q2: 916,258 shares; 2025Q3: 920,821 shares; 2025Q4: 941,618 shares; 2026Q1: 932,809 shares 932,809 $39.7M 0.07% -8,809 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226,983 shares; 2024Q4: 255,198 shares; 2025Q1: 278,120 shares; 2025Q2: 295,353 shares; 2025Q3: 312,646 shares; 2025Q4: 358,908 shares; 2026Q1: 266,275 shares 266,275 $39.5M 0.07% -92,633 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,113 shares; 2024Q4: 188,379 shares; 2025Q1: 371,131 shares; 2025Q2: 658,661 shares; 2025Q3: 704,030 shares; 2025Q4: 748,872 shares; 2026Q1: 1,487,279 shares 1,487,279 $39.1M 0.07% +738,407 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,530 shares; 2024Q4: 37,266 shares; 2025Q1: 39,697 shares; 2025Q2: 40,541 shares; 2025Q3: 39,443 shares; 2025Q4: 42,423 shares; 2026Q1: 44,752 shares 44,752 $38.7M 0.07% +2,329 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: 130,915 shares; 2024Q4: 154,100 shares; 2025Q1: 143,818 shares; 2025Q2: 174,316 shares; 2025Q3: 147,147 shares; 2025Q4: 168,365 shares; 2026Q1: 198,562 shares 198,562 $38.1M 0.07% +30,197 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,657 shares; 2024Q4: 165,380 shares; 2025Q1: 157,701 shares; 2025Q2: 157,546 shares; 2025Q3: 156,420 shares; 2025Q4: 352,834 shares; 2026Q1: 339,398 shares 339,398 $37.6M 0.07% -13,436 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,710,719 shares; 2024Q4: 1,846,654 shares; 2025Q1: 1,926,927 shares; 2025Q2: 431,788 shares; 2025Q3: 400,732 shares; 2025Q4: 386,092 shares; 2026Q1: 372,543 shares 372,543 $37.5M 0.07% -13,549 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 692,020 shares; 2024Q4: 886,426 shares; 2025Q1: 1,171,737 shares; 2025Q2: 1,406,620 shares; 2025Q3: 1,498,487 shares; 2025Q4: 2,917,315 shares; 2026Q1: 1,544,174 shares 1,544,174 $37.4M 0.07% -1,373,141 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 588 shares; 2024Q4: 656 shares; 2025Q1: 8,721 shares; 2025Q2: 21,344 shares; 2025Q3: 21,462 shares; 2025Q4: 30,580 shares; 2026Q1: 29,451 shares 29,451 $37.1M 0.06% -1,129 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: 265,350 shares; 2024Q4: 260,779 shares; 2025Q1: 257,695 shares; 2025Q2: 266,231 shares; 2025Q3: 249,066 shares; 2025Q4: 270,663 shares; 2026Q1: 417,129 shares 417,129 $37M 0.06% +146,466 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 827,999 shares 827,999 $36.9M 0.06% new Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A 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: 483,171 shares 483,171 $36.2M 0.06% new Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,390 shares; 2024Q4: 3,569 shares; 2025Q1: 174,842 shares; 2025Q2: 174,311 shares; 2025Q3: 176,353 shares; 2025Q4: 175,244 shares; 2026Q1: 170,053 shares 170,053 $35.9M 0.06% -5,191 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: 224,890 shares; 2024Q4: 242,118 shares; 2025Q1: 286,875 shares; 2025Q2: 274,745 shares; 2025Q3: 274,389 shares; 2025Q4: 277,073 shares; 2026Q1: 270,991 shares 270,991 $35.8M 0.06% -6,082 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,289 shares; 2024Q4: 129,703 shares; 2025Q1: 221,914 shares; 2025Q2: 209,834 shares; 2025Q3: 208,464 shares; 2025Q4: 203,623 shares; 2026Q1: 197,482 shares 197,482 $35.7M 0.06% -6,141 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,897 shares; 2024Q4: 6,194 shares; 2025Q1: 8,226 shares; 2025Q2: 14,201 shares; 2025Q3: 303,268 shares; 2025Q4: 295,203 shares; 2026Q1: 267,195 shares 267,195 $35.6M 0.06% -28,008 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: 426,760 shares; 2024Q4: 428,464 shares; 2025Q1: 439,440 shares; 2025Q2: 431,970 shares; 2025Q3: 431,355 shares; 2025Q4: 450,326 shares; 2026Q1: 451,060 shares 451,060 $35.5M 0.06% +734 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 414,425 shares; 2024Q4: 589,568 shares; 2025Q1: 705,786 shares; 2025Q2: 767,151 shares; 2025Q3: 901,136 shares; 2025Q4: 1,360,874 shares; 2026Q1: 1,455,970 shares 1,455,970 $35.3M 0.06% +95,096 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420,077 shares; 2024Q4: 494,851 shares; 2025Q1: 497,704 shares; 2025Q2: 516,143 shares; 2025Q3: 583,340 shares; 2025Q4: 467,918 shares; 2026Q1: 474,030 shares 474,030 $35.2M 0.06% +6,112 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: 219,840 shares; 2024Q4: 220,423 shares; 2025Q1: 236,391 shares; 2025Q2: 234,304 shares; 2025Q3: 231,996 shares; 2025Q4: 245,824 shares; 2026Q1: 266,922 shares 266,922 $35M 0.06% +21,098 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: 55,691 shares; 2024Q4: 63,640 shares; 2025Q1: 70,834 shares; 2025Q2: 79,190 shares; 2025Q3: 79,850 shares; 2025Q4: 79,160 shares; 2026Q1: 102,102 shares 102,102 $34.9M 0.06% +22,942 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: 231,891 shares; 2024Q4: 266,342 shares; 2025Q1: 282,730 shares; 2025Q2: 291,020 shares; 2025Q3: 287,613 shares; 2025Q4: 330,455 shares; 2026Q1: 370,692 shares 370,692 $34.8M 0.06% +40,237 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: 353,047 shares; 2024Q4: 351,295 shares; 2025Q1: 374,742 shares; 2025Q2: 376,931 shares; 2025Q3: 368,581 shares; 2025Q4: 359,800 shares; 2026Q1: 356,993 shares 356,993 $34.7M 0.06% -2,807 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: 67,244 shares; 2024Q4: 71,594 shares; 2025Q1: 88,688 shares; 2025Q2: 92,200 shares; 2025Q3: 96,022 shares; 2025Q4: 103,104 shares; 2026Q1: 120,400 shares 120,400 $34.2M 0.06% +17,296 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: 33,504 shares; 2024Q4: 39,810 shares; 2025Q1: 48,818 shares; 2025Q2: 55,711 shares; 2025Q3: 68,292 shares; 2025Q4: 83,718 shares; 2026Q1: 100,253 shares 100,253 $33.9M 0.06% +16,535 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: 245,164 shares; 2024Q4: 674,546 shares; 2025Q1: 650,272 shares; 2025Q2: 656,713 shares; 2025Q3: 655,947 shares; 2025Q4: 650,150 shares; 2026Q1: 1,100,624 shares 1,100,624 $33.6M 0.06% +450,474 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,688 shares; 2024Q4: 2,721 shares; 2025Q1: 239,633 shares; 2025Q2: 240,795 shares; 2025Q3: 247,931 shares; 2025Q4: 252,172 shares; 2026Q1: 239,515 shares 239,515 $33.3M 0.06% -12,657 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: 761,953 shares; 2024Q4: 762,130 shares; 2025Q1: 735,983 shares; 2025Q2: 731,977 shares; 2025Q3: 738,290 shares; 2025Q4: 734,736 shares; 2026Q1: 721,661 shares 721,661 $33.2M 0.06% -13,075 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: 456,566 shares; 2024Q4: 582,493 shares; 2025Q1: 795,254 shares; 2025Q2: 915,875 shares; 2025Q3: 933,163 shares; 2025Q4: 945,652 shares; 2026Q1: 987,300 shares 987,300 $32.9M 0.06% +41,648 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,193 shares; 2024Q4: 97,754 shares; 2025Q1: 123,772 shares; 2025Q2: 169,996 shares; 2025Q3: 167,245 shares; 2025Q4: 175,747 shares; 2026Q1: 396,033 shares 396,033 $32.8M 0.06% +220,286 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,692 shares; 2025Q2: 923,440 shares; 2025Q3: 997,496 shares; 2025Q4: 1,035,503 shares; 2026Q1: 1,112,599 shares 1,112,599 $32.7M 0.06% +77,096 Timeline RSPT 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: 838,774 shares; 2024Q4: 808,447 shares; 2025Q1: 790,119 shares; 2025Q2: 796,681 shares; 2025Q3: 776,997 shares; 2025Q4: 726,480 shares; 2026Q1: 719,795 shares 719,795 $32.6M 0.06% -6,685 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: 305,271 shares; 2024Q4: 414,160 shares; 2025Q1: 547,350 shares; 2025Q2: 848,317 shares; 2025Q3: 848,818 shares; 2025Q4: 859,092 shares; 2026Q1: 886,985 shares 886,985 $32.5M 0.06% +27,893 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: 89,762 shares; 2024Q4: 132,078 shares; 2025Q1: 137,095 shares; 2025Q2: 146,235 shares; 2025Q3: 143,696 shares; 2025Q4: 131,988 shares; 2026Q1: 131,173 shares 131,173 $32.4M 0.06% -815 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: 227,527 shares; 2024Q4: 214,687 shares; 2025Q1: 197,870 shares; 2025Q2: 171,612 shares; 2025Q3: 146,339 shares; 2025Q4: 258,332 shares; 2026Q1: 526,661 shares 526,661 $32.3M 0.06% +268,329 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 798,987 shares; 2024Q4: 837,566 shares; 2025Q1: 851,168 shares; 2025Q2: 845,551 shares; 2025Q3: 841,977 shares; 2025Q4: 839,263 shares; 2026Q1: 830,067 shares 830,067 $32.3M 0.06% -9,196 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: 368,282 shares; 2024Q4: 767,559 shares; 2025Q1: 941,078 shares; 2025Q2: 964,881 shares; 2025Q3: 983,263 shares; 2025Q4: 1,084,009 shares; 2026Q1: 1,106,106 shares 1,106,106 $32.2M 0.06% +22,097 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,951 shares; 2024Q4: 53,236 shares; 2025Q1: 56,027 shares; 2025Q2: 56,758 shares; 2025Q3: 58,917 shares; 2025Q4: 62,053 shares; 2026Q1: 59,739 shares 59,739 $32.1M 0.06% -2,314 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: 261,677 shares; 2024Q4: 408,899 shares; 2025Q1: 410,145 shares; 2025Q2: 413,225 shares; 2025Q3: 409,643 shares; 2025Q4: 377,716 shares; 2026Q1: 433,805 shares 433,805 $31.9M 0.06% +56,089 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: 203,327 shares; 2024Q4: 232,438 shares; 2025Q1: 207,769 shares; 2025Q2: 381,597 shares; 2025Q3: 386,643 shares; 2025Q4: 307,315 shares; 2026Q1: 339,962 shares 339,962 $31.9M 0.06% +32,647 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,762 shares; 2024Q4: 196,468 shares; 2025Q1: 224,353 shares; 2025Q2: 228,944 shares; 2025Q3: 228,572 shares; 2025Q4: 227,153 shares; 2026Q1: 160,640 shares 160,640 $31.8M 0.06% -66,513 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,277 shares; 2024Q4: 23,232 shares; 2025Q1: 23,735 shares; 2025Q2: 25,180 shares; 2025Q3: 29,826 shares; 2025Q4: 30,109 shares; 2026Q1: 116,735 shares 116,735 $31.8M 0.06% +86,626 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,524 shares; 2024Q4: 78,721 shares; 2025Q1: 79,501 shares; 2025Q2: 78,507 shares; 2025Q3: 78,234 shares; 2025Q4: 78,115 shares; 2026Q1: 175,172 shares 175,172 $31.6M 0.06% +97,057 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,843 shares; 2024Q4: 90,475 shares; 2025Q1: 86,645 shares; 2025Q2: 60,157 shares; 2025Q3: 61,074 shares; 2025Q4: 65,560 shares; 2026Q1: 289,047 shares 289,047 $31.5M 0.06% +223,487 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,243 shares; 2024Q4: 6,548 shares; 2025Q1: 525,606 shares; 2025Q2: 539,087 shares; 2025Q3: 567,956 shares; 2025Q4: 580,139 shares; 2026Q1: 614,798 shares 614,798 $31.5M 0.06% +34,659 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 823 shares; 2024Q4: 2,052 shares; 2025Q1: 54,987 shares; 2025Q2: 54,114 shares; 2025Q3: 55,915 shares; 2025Q4: 56,576 shares; 2026Q1: 56,940 shares 56,940 $31M 0.05% +364 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,737 shares; 2024Q4: 63,621 shares; 2025Q1: 63,268 shares; 2025Q2: 355,394 shares; 2025Q3: 365,864 shares; 2025Q4: 398,073 shares; 2026Q1: 399,186 shares 399,186 $30.8M 0.05% +1,113 Timeline IJT 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: 194,946 shares; 2024Q4: 195,831 shares; 2025Q1: 196,917 shares; 2025Q2: 187,379 shares; 2025Q3: 188,237 shares; 2025Q4: 192,600 shares; 2026Q1: 209,117 shares 209,117 $30.3M 0.05% +16,517 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: 233,690 shares; 2024Q4: 245,967 shares; 2025Q1: 262,071 shares; 2025Q2: 271,016 shares; 2025Q3: 264,767 shares; 2025Q4: 291,532 shares; 2026Q1: 319,035 shares 319,035 $30.1M 0.05% +27,503 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,759 shares; 2024Q4: 99,482 shares; 2025Q1: 107,499 shares; 2025Q2: 105,113 shares; 2025Q3: 99,881 shares; 2025Q4: 101,038 shares; 2026Q1: 104,548 shares 104,548 $30M 0.05% +3,510 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: 55,881 shares; 2024Q4: 59,111 shares; 2025Q1: 62,975 shares; 2025Q2: 67,688 shares; 2025Q3: 73,693 shares; 2025Q4: 84,600 shares; 2026Q1: 91,760 shares 91,760 $29.9M 0.05% +7,160 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: 114,426 shares; 2024Q4: 113,653 shares; 2025Q1: 124,688 shares; 2025Q2: 123,754 shares; 2025Q3: 122,496 shares; 2025Q4: 129,958 shares; 2026Q1: 129,970 shares 129,970 $29.9M 0.05% +12 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,130 shares; 2024Q4: 9,916 shares; 2025Q1: 14,288 shares; 2025Q2: 10,723 shares; 2025Q3: 14,417 shares; 2025Q4: 21,179 shares; 2026Q1: 38,502 shares 38,502 $29.7M 0.05% +17,323 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261,666 shares; 2024Q4: 260,377 shares; 2025Q1: 278,915 shares; 2025Q2: 354,704 shares; 2025Q3: 346,062 shares; 2025Q4: 330,128 shares; 2026Q1: 374,948 shares 374,948 $29.7M 0.05% +44,820 Timeline JPUS 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: 213,253 shares; 2024Q4: 204,772 shares; 2025Q1: 209,071 shares; 2025Q2: 213,423 shares; 2025Q3: 220,267 shares; 2025Q4: 224,867 shares; 2026Q1: 228,110 shares 228,110 $29.7M 0.05% +3,243 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: 286,666 shares; 2024Q4: 298,324 shares; 2025Q1: 296,894 shares; 2025Q2: 296,622 shares; 2025Q3: 283,538 shares; 2025Q4: 282,431 shares; 2026Q1: 306,613 shares 306,613 $29.6M 0.05% +24,182 Timeline CNX CNX RES CORP More: the full row for CNX RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,350 shares; 2025Q1: 75,176 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,365 shares; 2026Q1: 766,442 shares 766,442 $29.5M 0.05% +751,077 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378,490 shares; 2024Q4: 392,325 shares; 2025Q1: 404,617 shares; 2025Q2: 482,920 shares; 2025Q3: 484,398 shares; 2025Q4: 494,673 shares; 2026Q1: 469,115 shares 469,115 $29.3M 0.05% -25,558 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,157 shares; 2024Q4: 249,546 shares; 2025Q1: 243,149 shares; 2025Q2: 514,531 shares; 2025Q3: 520,670 shares; 2025Q4: 471,243 shares; 2026Q1: 738,492 shares 738,492 $29.3M 0.05% +267,249 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: 652,368 shares; 2024Q4: 1,240,994 shares; 2025Q1: 1,209,458 shares; 2025Q2: 1,219,371 shares; 2025Q3: 1,145,331 shares; 2025Q4: 1,164,797 shares; 2026Q1: 1,172,413 shares 1,172,413 $29M 0.05% +7,616 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: 122,900 shares; 2024Q4: 158,299 shares; 2025Q1: 168,883 shares; 2025Q2: 168,430 shares; 2025Q3: 160,232 shares; 2025Q4: 169,329 shares; 2026Q1: 176,075 shares 176,075 $29M 0.05% +6,746 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,835 shares; 2024Q4: 73,632 shares; 2025Q1: 650,098 shares; 2025Q2: 498,559 shares; 2025Q3: 510,244 shares; 2025Q4: 485,153 shares; 2026Q1: 442,729 shares 442,729 $28.9M 0.05% -42,424 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,460 shares; 2024Q4: 31,648 shares; 2025Q1: 64,579 shares; 2025Q2: 64,266 shares; 2025Q3: 65,810 shares; 2025Q4: 67,602 shares; 2026Q1: 132,471 shares 132,471 $28.7M 0.05% +64,869 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: 217,319 shares; 2024Q4: 210,501 shares; 2025Q1: 212,983 shares; 2025Q2: 214,400 shares; 2025Q3: 220,418 shares; 2025Q4: 225,197 shares; 2026Q1: 227,567 shares 227,567 $28.5M 0.05% +2,370 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447,475 shares; 2024Q4: 448,464 shares; 2025Q1: 437,871 shares; 2025Q2: 440,177 shares; 2025Q3: 437,214 shares; 2025Q4: 441,931 shares; 2026Q1: 538,203 shares 538,203 $28.3M 0.05% +96,272 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: 42,458 shares; 2024Q4: 43,409 shares; 2025Q1: 53,979 shares; 2025Q2: 56,195 shares; 2025Q3: 55,902 shares; 2025Q4: 46,747 shares; 2026Q1: 56,574 shares 56,574 $28M 0.05% +9,827 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: 123,852 shares; 2024Q4: 126,177 shares; 2025Q1: 125,347 shares; 2025Q2: 125,031 shares; 2025Q3: 135,922 shares; 2025Q4: 153,788 shares; 2026Q1: 151,904 shares 151,904 $27.7M 0.05% -1,884 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: 402,346 shares; 2024Q4: 274,011 shares; 2025Q1: 280,556 shares; 2025Q2: 249,806 shares; 2025Q3: 257,610 shares; 2025Q4: 369,806 shares; 2026Q1: 384,718 shares 384,718 $27.6M 0.05% +14,912 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: 131,923 shares; 2024Q4: 132,830 shares; 2025Q1: 132,767 shares; 2025Q2: 135,640 shares; 2025Q3: 133,822 shares; 2025Q4: 129,449 shares; 2026Q1: 130,653 shares 130,653 $27.6M 0.05% +1,204 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,710 shares; 2024Q4: 125,041 shares; 2025Q1: 127,077 shares; 2025Q2: 127,418 shares; 2025Q3: 125,487 shares; 2025Q4: 129,712 shares; 2026Q1: 132,215 shares 132,215 $27.4M 0.05% +2,503 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: 89,122 shares; 2024Q4: 91,198 shares; 2025Q1: 93,452 shares; 2025Q2: 93,718 shares; 2025Q3: 90,650 shares; 2025Q4: 105,805 shares; 2026Q1: 110,780 shares 110,780 $27.1M 0.05% +4,975 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,747 shares; 2024Q4: 2,822 shares; 2025Q1: 86,704 shares; 2025Q2: 86,291 shares; 2025Q3: 85,954 shares; 2025Q4: 85,798 shares; 2026Q1: 90,769 shares 90,769 $27M 0.05% +4,971 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: 1,676 shares; 2025Q1: 2,238 shares; 2025Q2: 2,478 shares; 2025Q3: 2,635 shares; 2025Q4: 2,983 shares; 2026Q1: 6,217 shares 6,217 $26.2M 0.05% +3,234 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260,072 shares; 2024Q4: 238,361 shares; 2025Q1: 268,258 shares; 2025Q2: 545,264 shares; 2025Q3: 534,331 shares; 2025Q4: 556,633 shares; 2026Q1: 561,100 shares 561,100 $26M 0.05% +4,467 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 371,009 shares; 2025Q2: 379,635 shares; 2025Q3: 387,255 shares; 2025Q4: 400,298 shares; 2026Q1: 430,764 shares 430,764 $25.9M 0.05% +30,466 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: 288,888 shares; 2024Q4: 301,929 shares; 2025Q1: 298,022 shares; 2025Q2: 335,882 shares; 2025Q3: 354,849 shares; 2025Q4: 355,904 shares; 2026Q1: 362,073 shares 362,073 $25.8M 0.05% +6,169 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,953 shares; 2024Q4: 108,726 shares; 2025Q1: 110,633 shares; 2025Q2: 109,816 shares; 2025Q3: 100,537 shares; 2025Q4: 101,669 shares; 2026Q1: 102,555 shares 102,555 $25.7M 0.04% +886 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: 80,225 shares; 2024Q4: 98,701 shares; 2025Q1: 492,672 shares; 2025Q2: 393,092 shares; 2025Q3: 219,519 shares; 2025Q4: 196,063 shares; 2026Q1: 216,286 shares 216,286 $25.6M 0.04% +20,223 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: 35,964 shares; 2024Q4: 36,272 shares; 2025Q1: 58,325 shares; 2025Q2: 60,344 shares; 2025Q3: 61,532 shares; 2025Q4: 63,877 shares; 2026Q1: 76,454 shares 76,454 $25.1M 0.04% +12,577 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299,491 shares; 2024Q4: 396,325 shares; 2025Q1: 457,054 shares; 2025Q2: 504,847 shares; 2025Q3: 740,071 shares; 2025Q4: 869,275 shares; 2026Q1: 989,358 shares 989,358 $25.1M 0.04% +120,083 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,790 shares; 2024Q4: 64,766 shares; 2025Q1: 60,584 shares; 2025Q2: 76,662 shares; 2025Q3: 75,847 shares; 2025Q4: 79,275 shares; 2026Q1: 79,550 shares 79,550 $25M 0.04% +275 Timeline OEF 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: 77,172 shares; 2024Q4: 77,240 shares; 2025Q1: 77,438 shares; 2025Q2: 78,625 shares; 2025Q3: 78,998 shares; 2025Q4: 79,146 shares; 2026Q1: 78,387 shares 78,387 $24.9M 0.04% -759 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,869 shares; 2024Q4: 58,164 shares; 2025Q1: 69,911 shares; 2025Q2: 69,067 shares; 2025Q3: 73,293 shares; 2025Q4: 75,612 shares; 2026Q1: 102,493 shares 102,493 $24.9M 0.04% +26,881 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 401,246 shares; 2024Q4: 435,080 shares; 2025Q1: 830,940 shares; 2025Q2: 739,363 shares; 2025Q3: 897,311 shares; 2025Q4: 863,617 shares; 2026Q1: 762,945 shares 762,945 $24.8M 0.04% -100,672 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: 131,045 shares; 2024Q4: 121,664 shares; 2025Q1: 139,591 shares; 2025Q2: 151,265 shares; 2025Q3: 154,149 shares; 2025Q4: 161,252 shares; 2026Q1: 161,008 shares 161,008 $24.6M 0.04% -244 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269,043 shares; 2024Q4: 164,727 shares; 2025Q1: 179,814 shares; 2025Q2: 92,166 shares; 2025Q3: 103,827 shares; 2025Q4: 108,883 shares; 2026Q1: 87,294 shares 87,294 $24.5M 0.04% -21,589 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,690 shares; 2024Q4: 219,005 shares; 2025Q1: 219,897 shares; 2025Q2: 255,911 shares; 2025Q3: 256,458 shares; 2025Q4: 506,750 shares; 2026Q1: 531,154 shares 531,154 $24.4M 0.04% +24,404 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 768,101 shares; 2024Q4: 725,321 shares; 2025Q1: 658,554 shares; 2025Q2: 715,489 shares; 2025Q3: 716,920 shares; 2025Q4: 699,717 shares; 2026Q1: 693,230 shares 693,230 $24.4M 0.04% -6,487 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: 159,961 shares; 2024Q4: 161,943 shares; 2025Q1: 162,384 shares; 2025Q2: 164,629 shares; 2025Q3: 159,306 shares; 2025Q4: 159,639 shares; 2026Q1: 165,928 shares 165,928 $24.3M 0.04% +6,289 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,012 shares; 2024Q4: 2,600 shares; 2025Q1: 3,194 shares; 2025Q2: 5,436 shares; 2025Q3: 6,401 shares; 2025Q4: 14,076 shares; 2026Q1: 17,469 shares 17,469 $24.1M 0.04% +3,393 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: 100,289 shares; 2024Q4: 98,780 shares; 2025Q1: 108,119 shares; 2025Q2: 118,516 shares; 2025Q3: 116,750 shares; 2025Q4: 153,149 shares; 2026Q1: 177,094 shares 177,094 $24.1M 0.04% +23,945 Timeline TSPA 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: 670,086 shares; 2024Q4: 645,236 shares; 2025Q1: 617,967 shares; 2025Q2: 618,234 shares; 2025Q3: 606,430 shares; 2025Q4: 585,318 shares; 2026Q1: 588,374 shares 588,374 $24.1M 0.04% +3,056 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: 121,446 shares; 2024Q4: 117,157 shares; 2025Q1: 142,419 shares; 2025Q2: 158,980 shares; 2025Q3: 172,084 shares; 2025Q4: 182,658 shares; 2026Q1: 208,592 shares 208,592 $24M 0.04% +25,934 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: 182,354 shares; 2024Q4: 186,712 shares; 2025Q1: 300,814 shares; 2025Q2: 313,213 shares; 2025Q3: 339,322 shares; 2025Q4: 370,254 shares; 2026Q1: 351,575 shares 351,575 $24M 0.04% -18,679 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,805 shares; 2024Q4: 43,630 shares; 2025Q1: 41,895 shares; 2025Q2: 43,806 shares; 2025Q3: 43,571 shares; 2025Q4: 40,567 shares; 2026Q1: 49,353 shares 49,353 $23.9M 0.04% +8,786 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: 117,975 shares; 2024Q4: 155,554 shares; 2025Q1: 195,219 shares; 2025Q2: 195,308 shares; 2025Q3: 152,304 shares; 2025Q4: 156,676 shares; 2026Q1: 162,387 shares 162,387 $23.6M 0.04% +5,711 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,639 shares; 2024Q4: 2,352 shares; 2025Q1: 44,680 shares; 2025Q2: 43,742 shares; 2025Q3: 45,297 shares; 2025Q4: 43,928 shares; 2026Q1: 43,055 shares 43,055 $23.2M 0.04% -873 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,925 shares; 2024Q4: 4,856 shares; 2025Q1: 8,366 shares; 2025Q2: 8,196 shares; 2025Q3: 7,866 shares; 2025Q4: 7,931 shares; 2026Q1: 70,211 shares 70,211 $23.1M 0.04% +62,280 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,152 shares; 2024Q4: 112,434 shares; 2025Q1: 120,977 shares; 2025Q2: 123,717 shares; 2025Q3: 129,074 shares; 2025Q4: 136,394 shares; 2026Q1: 140,026 shares 140,026 $22.9M 0.04% +3,632 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,008 shares; 2024Q4: 92,525 shares; 2025Q1: 108,764 shares; 2025Q2: 114,864 shares; 2025Q3: 114,598 shares; 2025Q4: 113,808 shares; 2026Q1: 120,615 shares 120,615 $22.9M 0.04% +6,807 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: 121,526 shares; 2024Q4: 118,254 shares; 2025Q1: 121,569 shares; 2025Q2: 120,148 shares; 2025Q3: 120,364 shares; 2025Q4: 123,187 shares; 2026Q1: 123,389 shares 123,389 $22.7M 0.04% +202 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: 536,458 shares; 2024Q4: 532,789 shares; 2025Q1: 522,334 shares; 2025Q2: 563,799 shares; 2025Q3: 550,401 shares; 2025Q4: 581,753 shares; 2026Q1: 600,242 shares 600,242 $22.7M 0.04% +18,489 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,777 shares; 2024Q4: 31,092 shares; 2025Q1: 30,987 shares; 2025Q2: 30,814 shares; 2025Q3: 29,042 shares; 2025Q4: 33,309 shares; 2026Q1: 38,557 shares 38,557 $22.7M 0.04% +5,248 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: 89,879 shares; 2024Q4: 94,727 shares; 2025Q1: 89,777 shares; 2025Q2: 89,340 shares; 2025Q3: 81,337 shares; 2025Q4: 81,382 shares; 2026Q1: 83,199 shares 83,199 $22.7M 0.04% +1,817 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: 267,261 shares; 2024Q4: 342,810 shares; 2025Q1: 478,753 shares; 2025Q2: 534,083 shares; 2025Q3: 577,943 shares; 2025Q4: 630,281 shares; 2026Q1: 715,222 shares 715,222 $22.6M 0.04% +84,941 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: 77,539 shares; 2024Q4: 64,285 shares; 2025Q1: 167,895 shares; 2025Q2: 176,275 shares; 2025Q3: 178,632 shares; 2025Q4: 202,494 shares; 2026Q1: 204,104 shares 204,104 $22.1M 0.04% +1,610 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: 216,745 shares; 2024Q4: 221,032 shares; 2025Q1: 242,670 shares; 2025Q2: 259,789 shares; 2025Q3: 326,379 shares; 2025Q4: 345,163 shares; 2026Q1: 387,231 shares 387,231 $21.9M 0.04% +42,068 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: 55,415 shares; 2024Q4: 56,876 shares; 2025Q1: 56,790 shares; 2025Q2: 164,533 shares; 2025Q3: 181,358 shares; 2025Q4: 180,574 shares; 2026Q1: 103,667 shares 103,667 $21.8M 0.04% -76,907 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: 951,552 shares; 2024Q4: 796,317 shares; 2025Q1: 803,623 shares; 2025Q2: 769,181 shares; 2025Q3: 768,266 shares; 2025Q4: 255,142 shares; 2026Q1: 211,691 shares 211,691 $21.6M 0.04% -43,451 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,456 shares; 2024Q4: 32,287 shares; 2025Q1: 181,552 shares; 2025Q2: 178,630 shares; 2025Q3: 180,025 shares; 2025Q4: 170,955 shares; 2026Q1: 74,070 shares 74,070 $21.5M 0.04% -96,885 Timeline IFRA 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: 389,545 shares; 2024Q4: 396,611 shares; 2025Q1: 402,751 shares; 2025Q2: 394,538 shares; 2025Q3: 392,641 shares; 2025Q4: 383,933 shares; 2026Q1: 374,158 shares 374,158 $21.4M 0.04% -9,775 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,056 shares; 2024Q4: 5,699 shares; 2025Q1: 6,373 shares; 2025Q2: 40,572 shares; 2025Q3: 44,575 shares; 2025Q4: 45,357 shares; 2026Q1: 44,565 shares 44,565 $21.4M 0.04% -792 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,321 shares; 2024Q4: 12,385 shares; 2025Q1: 22,792 shares; 2025Q2: 23,003 shares; 2025Q3: 22,311 shares; 2025Q4: 93,298 shares; 2026Q1: 97,619 shares 97,619 $21.4M 0.04% +4,321 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,865 shares; 2024Q4: 139,834 shares; 2025Q1: 141,619 shares; 2025Q2: 141,762 shares; 2025Q3: 137,149 shares; 2025Q4: 135,966 shares; 2026Q1: 145,619 shares 145,619 $21.3M 0.04% +9,653 Timeline DSI 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: 147,644 shares; 2024Q4: 144,556 shares; 2025Q1: 148,797 shares; 2025Q2: 151,893 shares; 2025Q3: 148,974 shares; 2025Q4: 179,531 shares; 2026Q1: 174,144 shares 174,144 $21.1M 0.04% -5,387 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: 231,910 shares; 2024Q4: 242,743 shares; 2025Q1: 269,996 shares; 2025Q2: 275,501 shares; 2025Q3: 279,526 shares; 2025Q4: 302,492 shares; 2026Q1: 404,649 shares 404,649 $21M 0.04% +102,157 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,542 shares; 2024Q4: 9,605 shares; 2025Q1: 24,844 shares; 2025Q2: 25,412 shares; 2025Q3: 32,104 shares; 2025Q4: 29,268 shares; 2026Q1: 74,060 shares 74,060 $21M 0.04% +44,792 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,292 shares; 2024Q4: 90,108 shares; 2025Q1: 83,747 shares; 2025Q2: 129,235 shares; 2025Q3: 126,319 shares; 2025Q4: 113,370 shares; 2026Q1: 110,499 shares 110,499 $20.9M 0.04% -2,871 Timeline CWI 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: 250,120 shares; 2024Q4: 268,402 shares; 2025Q1: 262,203 shares; 2025Q2: 165,778 shares; 2025Q3: 159,354 shares; 2025Q4: 626,658 shares; 2026Q1: 570,639 shares 570,639 $20.9M 0.04% -56,019 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,291 shares; 2024Q4: 48,999 shares; 2025Q1: 115,548 shares; 2025Q2: 154,216 shares; 2025Q3: 185,854 shares; 2025Q4: 203,167 shares; 2026Q1: 209,694 shares 209,694 $20.8M 0.04% +6,527 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,304 shares; 2024Q4: 144,634 shares; 2025Q1: 150,140 shares; 2025Q2: 154,109 shares; 2025Q3: 154,840 shares; 2025Q4: 161,910 shares; 2026Q1: 171,179 shares 171,179 $20.7M 0.04% +9,269 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,004 shares; 2024Q4: 36,717 shares; 2025Q1: 40,356 shares; 2025Q2: 42,143 shares; 2025Q3: 45,513 shares; 2025Q4: 51,253 shares; 2026Q1: 60,178 shares 60,178 $20.7M 0.04% +8,925 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,806 shares; 2024Q4: 18,519 shares; 2025Q1: 19,313 shares; 2025Q2: 20,074 shares; 2025Q3: 20,885 shares; 2025Q4: 20,627 shares; 2026Q1: 6,047 shares 6,047 $20.4M 0.04% -14,580 Timeline IGV 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: 88,521 shares; 2024Q4: 93,970 shares; 2025Q1: 93,319 shares; 2025Q2: 90,225 shares; 2025Q3: 91,759 shares; 2025Q4: 92,052 shares; 2026Q1: 253,418 shares 253,418 $20.3M 0.04% +161,366 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,509 shares; 2024Q4: 48,091 shares; 2025Q1: 51,330 shares; 2025Q2: 52,196 shares; 2025Q3: 51,277 shares; 2025Q4: 57,558 shares; 2026Q1: 58,740 shares 58,740 $20.3M 0.04% +1,182 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,808 shares; 2024Q4: 151,021 shares; 2025Q1: 205,640 shares; 2025Q2: 342,904 shares; 2025Q3: 303,447 shares; 2025Q4: 351,386 shares; 2026Q1: 356,431 shares 356,431 $20.3M 0.04% +5,045 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: 43,250 shares; 2024Q4: 39,918 shares; 2025Q1: 48,122 shares; 2025Q2: 84,586 shares; 2025Q3: 80,554 shares; 2025Q4: 93,022 shares; 2026Q1: 110,712 shares 110,712 $20.2M 0.04% +17,690 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,209 shares; 2024Q4: 169,222 shares; 2025Q1: 173,905 shares; 2025Q2: 183,828 shares; 2025Q3: 195,730 shares; 2025Q4: 160,799 shares; 2026Q1: 188,802 shares 188,802 $20.1M 0.04% +28,003 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,827 shares; 2024Q4: 48,228 shares; 2025Q1: 55,703 shares; 2025Q2: 63,625 shares; 2025Q3: 75,420 shares; 2025Q4: 87,529 shares; 2026Q1: 97,228 shares 97,228 $20.1M 0.04% +9,699 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: 101,390 shares; 2024Q4: 97,451 shares; 2025Q1: 122,702 shares; 2025Q2: 129,003 shares; 2025Q3: 134,518 shares; 2025Q4: 141,272 shares; 2026Q1: 231,208 shares 231,208 $20M 0.04% +89,936 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: 351,010 shares; 2024Q4: 349,780 shares; 2025Q1: 342,502 shares; 2025Q2: 358,303 shares; 2025Q3: 355,249 shares; 2025Q4: 345,832 shares; 2026Q1: 367,670 shares 367,670 $19.9M 0.03% +21,838 Timeline HTRB 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: 208,403 shares; 2024Q4: 230,106 shares; 2025Q1: 227,310 shares; 2025Q2: 476,690 shares; 2025Q3: 480,762 shares; 2025Q4: 424,343 shares; 2026Q1: 586,460 shares 586,460 $19.8M 0.03% +162,117 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,927 shares; 2024Q4: 226,395 shares; 2025Q1: 239,994 shares; 2025Q2: 250,952 shares; 2025Q3: 263,710 shares; 2025Q4: 268,963 shares; 2026Q1: 82,508 shares 82,508 $19.8M 0.03% -186,455 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 576,385 shares; 2024Q4: 583,109 shares; 2025Q1: 581,935 shares; 2025Q2: 591,319 shares; 2025Q3: 590,969 shares; 2025Q4: 584,858 shares; 2026Q1: 575,117 shares 575,117 $19.6M 0.03% -9,741 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 472,291 shares; 2024Q4: 721,469 shares; 2025Q1: 752,983 shares; 2025Q2: 784,423 shares; 2025Q3: 928,577 shares; 2025Q4: 993,145 shares; 2026Q1: 999,758 shares 999,758 $19.6M 0.03% +6,613 Timeline JMST 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: 299,542 shares; 2024Q4: 223,169 shares; 2025Q1: 291,711 shares; 2025Q2: 331,184 shares; 2025Q3: 357,165 shares; 2025Q4: 366,323 shares; 2026Q1: 382,502 shares 382,502 $19.5M 0.03% +16,179 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: 10,664 shares; 2024Q4: 11,200 shares; 2025Q1: 12,483 shares; 2025Q2: 13,488 shares; 2025Q3: 14,092 shares; 2025Q4: 17,132 shares; 2026Q1: 154,997 shares 154,997 $19.4M 0.03% +137,865 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,640 shares; 2024Q4: 8,037 shares; 2025Q1: 17,645 shares; 2025Q2: 17,185 shares; 2025Q3: 17,664 shares; 2025Q4: 17,870 shares; 2026Q1: 20,049 shares 20,049 $19.3M 0.03% +2,179 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,897 shares; 2024Q4: 28,121 shares; 2025Q1: 21,953 shares; 2025Q2: 19,698 shares; 2025Q3: 19,947 shares; 2025Q4: 20,216 shares; 2026Q1: 28,309 shares 28,309 $19.2M 0.03% +8,093 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: 22,940 shares; 2024Q4: 22,512 shares; 2025Q1: 27,630 shares; 2025Q2: 33,770 shares; 2025Q3: 34,524 shares; 2025Q4: 194,110 shares; 2026Q1: 182,240 shares 182,240 $19.2M 0.03% -11,870 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: 301,806 shares; 2024Q4: 306,867 shares; 2025Q1: 321,222 shares; 2025Q2: 375,126 shares; 2025Q3: 430,426 shares; 2025Q4: 450,747 shares; 2026Q1: 433,579 shares 433,579 $19.1M 0.03% -17,168 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,670 shares; 2024Q4: 7,596 shares; 2025Q1: 7,845 shares; 2025Q2: 8,391 shares; 2025Q3: 8,227 shares; 2025Q4: 8,537 shares; 2026Q1: 25,857 shares 25,857 $19.1M 0.03% +17,320 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: 25,079 shares; 2024Q4: 14,401 shares; 2025Q1: 401,326 shares; 2025Q2: 338,896 shares; 2025Q3: 346,396 shares; 2025Q4: 338,217 shares; 2026Q1: 355,773 shares 355,773 $19M 0.03% +17,556 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,211 shares; 2024Q4: 143,783 shares; 2025Q1: 59,557 shares; 2025Q2: 57,901 shares; 2025Q3: 58,026 shares; 2025Q4: 48,272 shares; 2026Q1: 47,668 shares 47,668 $19M 0.03% -604 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,924 shares; 2025Q1: 324,461 shares; 2025Q2: 248,891 shares; 2025Q3: 267,372 shares; 2025Q4: 267,982 shares; 2026Q1: 274,559 shares 274,559 $19M 0.03% +6,577 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,512 shares; 2024Q4: 116,848 shares; 2025Q1: 135,065 shares; 2025Q2: 124,314 shares; 2025Q3: 115,987 shares; 2025Q4: 126,416 shares; 2026Q1: 414,683 shares 414,683 $18.8M 0.03% +288,267 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: 123,366 shares; 2024Q4: 143,487 shares; 2025Q1: 148,078 shares; 2025Q2: 158,581 shares; 2025Q3: 153,401 shares; 2025Q4: 125,262 shares; 2026Q1: 128,659 shares 128,659 $18.8M 0.03% +3,397 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,621 shares; 2024Q4: 344,172 shares; 2025Q1: 611,412 shares; 2025Q2: 728,735 shares; 2025Q3: 803,298 shares; 2025Q4: 860,845 shares; 2026Q1: 712,535 shares 712,535 $18.7M 0.03% -148,310 Timeline SCHC 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: 432,110 shares; 2024Q4: 418,055 shares; 2025Q1: 410,784 shares; 2025Q2: 407,700 shares; 2025Q3: 395,430 shares; 2025Q4: 406,341 shares; 2026Q1: 399,782 shares 399,782 $18.7M 0.03% -6,559 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,660 shares; 2024Q4: 223,310 shares; 2025Q1: 234,153 shares; 2025Q2: 244,675 shares; 2025Q3: 253,072 shares; 2025Q4: 254,579 shares; 2026Q1: 255,634 shares 255,634 $18.7M 0.03% +1,055 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: 75,549 shares; 2024Q4: 76,553 shares; 2025Q1: 82,978 shares; 2025Q2: 84,565 shares; 2025Q3: 90,074 shares; 2025Q4: 102,597 shares; 2026Q1: 94,110 shares 94,110 $18.7M 0.03% -8,487 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,939 shares; 2024Q4: 58,888 shares; 2025Q1: 60,693 shares; 2025Q2: 59,529 shares; 2025Q3: 56,871 shares; 2025Q4: 55,888 shares; 2026Q1: 57,011 shares 57,011 $18.6M 0.03% +1,123 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: 132,181 shares; 2024Q4: 130,101 shares; 2025Q1: 158,280 shares; 2025Q2: 163,601 shares; 2025Q3: 168,319 shares; 2025Q4: 174,973 shares; 2026Q1: 199,782 shares 199,782 $18.5M 0.03% +24,809 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,760 shares; 2024Q4: 9,964 shares; 2025Q1: 51,015 shares; 2025Q2: 50,784 shares; 2025Q3: 51,606 shares; 2025Q4: 56,661 shares; 2026Q1: 52,157 shares 52,157 $18.5M 0.03% -4,504 Timeline FENI 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: 115,629 shares; 2024Q4: 200,510 shares; 2025Q1: 345,703 shares; 2025Q2: 396,171 shares; 2025Q3: 412,883 shares; 2025Q4: 449,655 shares; 2026Q1: 492,122 shares 492,122 $18.3M 0.03% +42,467 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: 13,885 shares; 2024Q4: 14,452 shares; 2025Q1: 17,457 shares; 2025Q2: 17,299 shares; 2025Q3: 17,181 shares; 2025Q4: 25,317 shares; 2026Q1: 93,277 shares 93,277 $18.3M 0.03% +67,960 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,087,635 shares; 2024Q4: 1,033,951 shares; 2025Q1: 1,006,410 shares; 2025Q2: 990,079 shares; 2025Q3: 302,774 shares; 2025Q4: 307,172 shares; 2026Q1: 303,477 shares 303,477 $18.2M 0.03% -3,695 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: 21,774 shares; 2024Q4: 22,431 shares; 2025Q1: 31,363 shares; 2025Q2: 30,548 shares; 2025Q3: 31,032 shares; 2025Q4: 32,572 shares; 2026Q1: 42,860 shares 42,860 $18.2M 0.03% +10,288 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: 294,682 shares; 2024Q4: 298,489 shares; 2025Q1: 304,742 shares; 2025Q2: 373,704 shares; 2025Q3: 376,124 shares; 2025Q4: 363,535 shares; 2026Q1: 364,797 shares 364,797 $18.2M 0.03% +1,262 Timeline PRF 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: 328,783 shares; 2024Q4: 329,342 shares; 2025Q1: 312,009 shares; 2025Q2: 336,570 shares; 2025Q3: 348,825 shares; 2025Q4: 488,797 shares; 2026Q1: 492,260 shares 492,260 $18.2M 0.03% +3,463 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,747 shares; 2024Q4: 5,825 shares; 2025Q1: 9,571 shares; 2025Q2: 10,134 shares; 2025Q3: 9,063 shares; 2025Q4: 29,424 shares; 2026Q1: 32,128 shares 32,128 $18.1M 0.03% +2,704 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: 19,899 shares; 2024Q4: 21,318 shares; 2025Q1: 25,930 shares; 2025Q2: 24,601 shares; 2025Q3: 25,002 shares; 2025Q4: 25,320 shares; 2026Q1: 26,095 shares 26,095 $17.8M 0.03% +775 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: 378,828 shares; 2024Q4: 375,826 shares; 2025Q1: 402,666 shares; 2025Q2: 405,828 shares; 2025Q3: 405,287 shares; 2025Q4: 423,312 shares; 2026Q1: 431,553 shares 431,553 $17.7M 0.03% +8,241 Timeline FSBC FIVE STAR BANCORP More: the full row for FIVE STAR BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341,253 shares; 2024Q4: 336,808 shares; 2025Q1: 523,135 shares; 2025Q2: 523,262 shares; 2025Q3: 513,435 shares; 2025Q4: 513,537 shares; 2026Q1: 466,980 shares 466,980 $17.6M 0.03% -46,557 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: 50,767 shares; 2024Q4: 60,497 shares; 2025Q1: 61,909 shares; 2025Q2: 61,967 shares; 2025Q3: 62,911 shares; 2025Q4: 73,405 shares; 2026Q1: 88,231 shares 88,231 $17.6M 0.03% +14,826 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: 361,311 shares; 2024Q4: 357,840 shares; 2025Q1: 339,797 shares; 2025Q2: 336,933 shares; 2025Q3: 337,542 shares; 2025Q4: 333,482 shares; 2026Q1: 331,339 shares 331,339 $17.5M 0.03% -2,143 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,945 shares; 2024Q4: 215,354 shares; 2025Q1: 213,290 shares; 2025Q2: 217,688 shares; 2025Q3: 218,028 shares; 2025Q4: 973,407 shares; 2026Q1: 953,077 shares 953,077 $17.4M 0.03% -20,330 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: 272,762 shares; 2024Q4: 222,461 shares; 2025Q1: 221,712 shares; 2025Q2: 204,987 shares; 2025Q3: 203,777 shares; 2025Q4: 199,605 shares; 2026Q1: 189,335 shares 189,335 $17.4M 0.03% -10,270 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,935 shares; 2024Q4: 17,718 shares; 2025Q1: 15,755 shares; 2025Q2: 14,381 shares; 2025Q3: 13,812 shares; 2025Q4: 165,253 shares; 2026Q1: 169,034 shares 169,034 $17.4M 0.03% +3,781 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 636,613 shares; 2024Q4: 618,081 shares; 2025Q1: 584,742 shares; 2025Q2: 582,376 shares; 2025Q3: 519,820 shares; 2025Q4: 443,947 shares; 2026Q1: 443,559 shares 443,559 $17.3M 0.03% -388 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: 136,291 shares; 2024Q4: 142,441 shares; 2025Q1: 171,581 shares; 2025Q2: 147,154 shares; 2025Q3: 146,653 shares; 2025Q4: 173,662 shares; 2026Q1: 335,963 shares 335,963 $17.3M 0.03% +162,301 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,101 shares; 2024Q4: 23,152 shares; 2025Q1: 23,507 shares; 2025Q2: 23,578 shares; 2025Q3: 23,223 shares; 2025Q4: 24,160 shares; 2026Q1: 23,679 shares 23,679 $17.3M 0.03% -481 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: 4,771 shares; 2024Q4: 8,050 shares; 2025Q1: 7,846 shares; 2025Q2: 9,904 shares; 2025Q3: 12,561 shares; 2025Q4: 8,905 shares; 2026Q1: 138,136 shares 138,136 $17.2M 0.03% +129,231 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: 103,868 shares; 2024Q4: 113,826 shares; 2025Q1: 142,796 shares; 2025Q2: 175,705 shares; 2025Q3: 182,711 shares; 2025Q4: 197,877 shares; 2026Q1: 223,896 shares 223,896 $17.1M 0.03% +26,019 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: 25,670 shares; 2024Q4: 30,786 shares; 2025Q1: 31,544 shares; 2025Q2: 33,362 shares; 2025Q3: 36,273 shares; 2025Q4: 38,437 shares; 2026Q1: 53,850 shares 53,850 $17.1M 0.03% +15,413 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: 108,446 shares; 2024Q4: 100,640 shares; 2025Q1: 104,185 shares; 2025Q2: 104,316 shares; 2025Q3: 111,525 shares; 2025Q4: 122,708 shares; 2026Q1: 123,320 shares 123,320 $17.1M 0.03% +612 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: 386,649 shares; 2024Q4: 417,865 shares; 2025Q1: 421,984 shares; 2025Q2: 377,052 shares; 2025Q3: 311,007 shares; 2025Q4: 302,244 shares; 2026Q1: 334,728 shares 334,728 $17.1M 0.03% +32,484 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: 78,170 shares; 2024Q4: 81,260 shares; 2025Q1: 82,077 shares; 2025Q2: 81,170 shares; 2025Q3: 82,707 shares; 2025Q4: 82,000 shares; 2026Q1: 85,936 shares 85,936 $17M 0.03% +3,936 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473,227 shares; 2024Q4: 499,870 shares; 2025Q1: 483,304 shares; 2025Q2: 469,214 shares; 2025Q3: 460,080 shares; 2025Q4: 446,025 shares; 2026Q1: 430,630 shares 430,630 $17M 0.03% -15,395 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: 141,101 shares; 2024Q4: 128,350 shares; 2025Q1: 129,907 shares; 2025Q2: 137,086 shares; 2025Q3: 138,501 shares; 2025Q4: 180,630 shares; 2026Q1: 182,454 shares 182,454 $17M 0.03% +1,824 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,063 shares; 2024Q4: 102,995 shares; 2025Q1: 90,402 shares; 2025Q2: 126,342 shares; 2025Q3: 137,312 shares; 2025Q4: 101,288 shares; 2026Q1: 104,701 shares 104,701 $16.9M 0.03% +3,413 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: 72,036 shares; 2024Q4: 88,003 shares; 2025Q1: 110,711 shares; 2025Q2: 137,500 shares; 2025Q3: 165,811 shares; 2025Q4: 192,370 shares; 2026Q1: 190,472 shares 190,472 $16.7M 0.03% -1,898 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: 37,040 shares; 2024Q4: 36,344 shares; 2025Q1: 42,619 shares; 2025Q2: 34,286 shares; 2025Q3: 32,848 shares; 2025Q4: 43,603 shares; 2026Q1: 166,652 shares 166,652 $16.5M 0.03% +123,049 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: 92,719 shares; 2024Q4: 92,154 shares; 2025Q1: 99,654 shares; 2025Q2: 99,141 shares; 2025Q3: 98,530 shares; 2025Q4: 106,894 shares; 2026Q1: 105,316 shares 105,316 $16.4M 0.03% -1,578 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 629,542 shares; 2024Q4: 639,854 shares; 2025Q1: 117,341 shares; 2025Q2: 105,889 shares; 2025Q3: 100,158 shares; 2025Q4: 97,320 shares; 2026Q1: 96,595 shares 96,595 $16.3M 0.03% -725 Timeline USRT 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: 98,895 shares; 2024Q4: 135,476 shares; 2025Q1: 175,549 shares; 2025Q2: 208,591 shares; 2025Q3: 225,878 shares; 2025Q4: 244,201 shares; 2026Q1: 273,603 shares 273,603 $16.2M 0.03% +29,402 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,422 shares; 2024Q4: 36,682 shares; 2025Q1: 33,028 shares; 2025Q2: 38,944 shares; 2025Q3: 36,734 shares; 2025Q4: 37,676 shares; 2026Q1: 261,810 shares 261,810 $16.1M 0.03% +224,134 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: 20,166 shares; 2024Q4: 21,635 shares; 2025Q1: 23,037 shares; 2025Q2: 19,851 shares; 2025Q3: 17,448 shares; 2025Q4: 90,604 shares; 2026Q1: 118,153 shares 118,153 $16M 0.03% +27,549 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,689 shares; 2024Q4: 6,234 shares; 2025Q1: 14,055 shares; 2025Q2: 13,987 shares; 2025Q3: 13,405 shares; 2025Q4: 102,238 shares; 2026Q1: 101,165 shares 101,165 $16M 0.03% -1,073 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: 39,089 shares; 2024Q4: 43,248 shares; 2025Q1: 978,973 shares; 2025Q2: 958,384 shares; 2025Q3: 953,454 shares; 2025Q4: 948,168 shares; 2026Q1: 240,875 shares 240,875 $16M 0.03% -707,293 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,299 shares; 2024Q4: 95,044 shares; 2025Q1: 96,625 shares; 2025Q2: 96,819 shares; 2025Q3: 92,397 shares; 2025Q4: 91,495 shares; 2026Q1: 93,676 shares 93,676 $15.8M 0.03% +2,181 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: 34,221 shares; 2024Q4: 66,256 shares; 2025Q1: 65,704 shares; 2025Q2: 56,000 shares; 2025Q3: 62,512 shares; 2025Q4: 69,338 shares; 2026Q1: 139,129 shares 139,129 $15.6M 0.03% +69,791 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: 142,248 shares; 2026Q1: 78,954 shares 78,954 $15.6M 0.03% -63,294 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: 119,334 shares; 2024Q4: 149,768 shares; 2025Q1: 150,603 shares; 2025Q2: 153,410 shares; 2025Q3: 150,315 shares; 2025Q4: 116,309 shares; 2026Q1: 121,014 shares 121,014 $15.5M 0.03% +4,705 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,019 shares; 2024Q4: 72,333 shares; 2025Q1: 72,113 shares; 2025Q2: 68,158 shares; 2025Q3: 68,652 shares; 2025Q4: 71,904 shares; 2026Q1: 157,936 shares 157,936 $15.5M 0.03% +86,032 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,458 shares; 2024Q4: 8,499 shares; 2025Q1: 23,327 shares; 2025Q2: 23,559 shares; 2025Q3: 25,664 shares; 2025Q4: 23,570 shares; 2026Q1: 187,427 shares 187,427 $15.5M 0.03% +163,857 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 3,288 shares; 2025Q4: 5,160 shares; 2026Q1: 141,022 shares 141,022 $15.5M 0.03% +135,862 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 502,486 shares; 2024Q4: 493,926 shares; 2025Q1: 478,207 shares; 2025Q2: 512,118 shares; 2025Q3: 517,061 shares; 2025Q4: 762,872 shares; 2026Q1: 798,230 shares 798,230 $15.4M 0.03% +35,358 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: 31,229 shares; 2024Q4: 33,110 shares; 2025Q1: 40,246 shares; 2025Q2: 42,701 shares; 2025Q3: 42,336 shares; 2025Q4: 42,698 shares; 2026Q1: 52,832 shares 52,832 $15.4M 0.03% +10,134 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: 94,095 shares; 2024Q4: 135,297 shares; 2025Q1: 276,741 shares; 2025Q2: 294,683 shares; 2025Q3: 691,730 shares; 2025Q4: 334,673 shares; 2026Q1: 399,855 shares 399,855 $15.4M 0.03% +65,182 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,451 shares; 2024Q4: 355,527 shares; 2025Q1: 402,933 shares; 2025Q2: 403,174 shares; 2025Q3: 511,634 shares; 2025Q4: 590,443 shares; 2026Q1: 653,285 shares 653,285 $15.2M 0.03% +62,842 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,364 shares; 2024Q4: 24,243 shares; 2025Q1: 22,467 shares; 2025Q2: 26,159 shares; 2025Q3: 32,297 shares; 2025Q4: 32,975 shares; 2026Q1: 38,585 shares 38,585 $15.1M 0.03% +5,610 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263,725 shares; 2024Q4: 247,378 shares; 2025Q1: 262,208 shares; 2025Q2: 261,245 shares; 2025Q3: 264,287 shares; 2025Q4: 275,747 shares; 2026Q1: 285,691 shares 285,691 $14.9M 0.03% +9,944 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: 57,573 shares; 2024Q4: 68,191 shares; 2025Q1: 73,267 shares; 2025Q2: 67,667 shares; 2025Q3: 62,985 shares; 2025Q4: 118,802 shares; 2026Q1: 161,093 shares 161,093 $14.8M 0.03% +42,291 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,704 shares; 2024Q4: 41,225 shares; 2025Q1: 52,541 shares; 2025Q2: 52,586 shares; 2025Q3: 51,264 shares; 2025Q4: 52,126 shares; 2026Q1: 56,911 shares 56,911 $14.8M 0.03% +4,785 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: 55,278 shares; 2024Q4: 72,554 shares; 2025Q1: 73,514 shares; 2025Q2: 88,666 shares; 2025Q3: 56,849 shares; 2025Q4: 49,312 shares; 2026Q1: 58,414 shares 58,414 $14.6M 0.03% +9,102 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,138 shares; 2024Q4: 124,168 shares; 2025Q1: 103,036 shares; 2025Q2: 106,829 shares; 2025Q3: 106,693 shares; 2025Q4: 453,359 shares; 2026Q1: 361,236 shares 361,236 $14.6M 0.03% -92,123 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222,108 shares; 2024Q4: 250,044 shares; 2025Q1: 428,747 shares; 2025Q2: 581,680 shares; 2025Q3: 603,296 shares; 2025Q4: 634,034 shares; 2026Q1: 715,278 shares 715,278 $14.6M 0.03% +81,244 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,469 shares; 2024Q4: 49,399 shares; 2025Q1: 50,961 shares; 2025Q2: 48,229 shares; 2025Q3: 46,696 shares; 2025Q4: 48,040 shares; 2026Q1: 48,307 shares 48,307 $14.6M 0.03% +267 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: 139,951 shares; 2024Q4: 142,621 shares; 2025Q1: 159,512 shares; 2025Q2: 153,275 shares; 2025Q3: 135,399 shares; 2025Q4: 135,622 shares; 2026Q1: 162,717 shares 162,717 $14.6M 0.03% +27,095 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: 322,093 shares; 2024Q4: 318,482 shares; 2025Q1: 341,396 shares; 2025Q2: 340,262 shares; 2025Q3: 386,724 shares; 2025Q4: 398,231 shares; 2026Q1: 433,427 shares 433,427 $14.5M 0.03% +35,196 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,864 shares; 2024Q4: 357,370 shares; 2025Q1: 367,195 shares; 2025Q2: 359,116 shares; 2025Q3: 355,691 shares; 2025Q4: 343,166 shares; 2026Q1: 365,861 shares 365,861 $14.4M 0.03% +22,695 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: 14,409 shares; 2024Q4: 12,048 shares; 2025Q1: 13,530 shares; 2025Q2: 13,312 shares; 2025Q3: 12,074 shares; 2025Q4: 13,804 shares; 2026Q1: 32,092 shares 32,092 $14.3M 0.03% +18,288 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,659 shares; 2024Q4: 187,216 shares; 2025Q1: 190,707 shares; 2025Q2: 189,799 shares; 2025Q3: 188,115 shares; 2025Q4: 194,872 shares; 2026Q1: 188,455 shares 188,455 $14.2M 0.02% -6,417 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,357 shares; 2024Q4: 28,066 shares; 2025Q1: 13,600 shares; 2025Q2: 512,784 shares; 2025Q3: 645,652 shares; 2025Q4: 674,977 shares; 2026Q1: 110,428 shares 110,428 $13.9M 0.02% -564,549 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: 93,682 shares; 2024Q4: 92,644 shares; 2025Q1: 90,081 shares; 2025Q2: 90,409 shares; 2025Q3: 90,619 shares; 2025Q4: 89,002 shares; 2026Q1: 91,571 shares 91,571 $13.9M 0.02% +2,569 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,218 shares; 2024Q4: 11,413 shares; 2025Q1: 15,033 shares; 2025Q2: 11,294 shares; 2025Q3: 11,996 shares; 2025Q4: 15,804 shares; 2026Q1: 46,664 shares 46,664 $13.8M 0.02% +30,860 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,018 shares; 2024Q4: 11,563 shares; 2025Q1: 14,768 shares; 2025Q2: 14,417 shares; 2025Q3: 14,182 shares; 2025Q4: 13,582 shares; 2026Q1: 13,995 shares 13,995 $13.7M 0.02% +413 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: 90,772 shares; 2024Q4: 84,398 shares; 2025Q1: 82,823 shares; 2025Q2: 80,687 shares; 2025Q3: 80,277 shares; 2025Q4: 88,167 shares; 2026Q1: 88,164 shares 88,164 $13.7M 0.02% -3 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 732,031 shares; 2024Q4: 740,965 shares; 2025Q1: 750,303 shares; 2025Q2: 180,094 shares; 2025Q3: 152,271 shares; 2025Q4: 140,933 shares; 2026Q1: 135,613 shares 135,613 $13.7M 0.02% -5,320 Timeline GNR 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: 294,813 shares; 2024Q4: 184,603 shares; 2025Q1: 166,231 shares; 2025Q2: 160,260 shares; 2025Q3: 164,806 shares; 2025Q4: 170,134 shares; 2026Q1: 182,336 shares 182,336 $13.6M 0.02% +12,202 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,326 shares; 2024Q4: 166,934 shares; 2025Q1: 154,567 shares; 2025Q2: 158,519 shares; 2025Q3: 155,219 shares; 2025Q4: 166,445 shares; 2026Q1: 210,301 shares 210,301 $13.6M 0.02% +43,856 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,733 shares; 2024Q4: 3,848 shares; 2025Q1: 5,832 shares; 2025Q2: 9,098 shares; 2025Q3: 7,832 shares; 2025Q4: 81,786 shares; 2026Q1: 94,765 shares 94,765 $13.6M 0.02% +12,979 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: 118,921 shares; 2024Q4: 114,563 shares; 2025Q1: 112,736 shares; 2025Q2: 118,624 shares; 2025Q3: 120,950 shares; 2025Q4: 138,194 shares; 2026Q1: 188,307 shares 188,307 $13.5M 0.02% +50,113 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: 143,602 shares; 2024Q4: 140,440 shares; 2025Q1: 146,294 shares; 2025Q2: 161,833 shares; 2025Q3: 155,190 shares; 2025Q4: 153,830 shares; 2026Q1: 185,864 shares 185,864 $13.5M 0.02% +32,034 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: 50,096 shares; 2024Q4: 57,759 shares; 2025Q1: 66,569 shares; 2025Q2: 76,096 shares; 2025Q3: 56,661 shares; 2025Q4: 69,443 shares; 2026Q1: 164,859 shares 164,859 $13.5M 0.02% +95,416 Timeline PSI 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: 193,341 shares; 2024Q4: 195,506 shares; 2025Q1: 182,772 shares; 2025Q2: 243,386 shares; 2025Q3: 198,860 shares; 2025Q4: 177,171 shares; 2026Q1: 142,350 shares 142,350 $13.4M 0.02% -34,821 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,430 shares; 2024Q4: 55,457 shares; 2025Q1: 63,817 shares; 2025Q2: 70,746 shares; 2025Q3: 75,293 shares; 2025Q4: 99,099 shares; 2026Q1: 312,296 shares 312,296 $13.4M 0.02% +213,197 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,201 shares; 2024Q4: 63,434 shares; 2025Q1: 54,634 shares; 2025Q2: 59,129 shares; 2025Q3: 54,723 shares; 2025Q4: 55,074 shares; 2026Q1: 57,199 shares 57,199 $13.4M 0.02% +2,125 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,725 shares; 2024Q4: 25,221 shares; 2025Q1: 29,717 shares; 2025Q2: 31,574 shares; 2025Q3: 31,359 shares; 2025Q4: 38,143 shares; 2026Q1: 37,285 shares 37,285 $13.4M 0.02% -858 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: 112,297 shares; 2026Q1: 146,656 shares 146,656 $13.3M 0.02% +34,359 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,252 shares; 2024Q4: 4,092 shares; 2025Q1: 6,403 shares; 2025Q2: 21,287 shares; 2025Q3: 22,399 shares; 2025Q4: 27,222 shares; 2026Q1: 97,558 shares 97,558 $13.3M 0.02% +70,336 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,955 shares; 2024Q4: 4,106 shares; 2025Q1: 3,211 shares; 2025Q2: 4,206 shares; 2025Q3: 4,743 shares; 2025Q4: 6,578 shares; 2026Q1: 43,417 shares 43,417 $13.2M 0.02% +36,839 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 833,695 shares; 2024Q4: 834,146 shares; 2025Q1: 831,351 shares; 2025Q2: 357,540 shares; 2025Q3: 330,581 shares; 2025Q4: 348,333 shares; 2026Q1: 318,842 shares 318,842 $13.2M 0.02% -29,491 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,018 shares; 2024Q4: 19,195 shares; 2025Q1: 42,410 shares; 2025Q2: 46,145 shares; 2025Q3: 45,362 shares; 2025Q4: 41,611 shares; 2026Q1: 49,355 shares 49,355 $13.1M 0.02% +7,744 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: 70,323 shares; 2024Q4: 72,784 shares; 2025Q1: 81,769 shares; 2025Q2: 86,831 shares; 2025Q3: 89,357 shares; 2025Q4: 92,880 shares; 2026Q1: 100,011 shares 100,011 $13.1M 0.02% +7,131 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: 44,500 shares; 2024Q4: 50,229 shares; 2025Q1: 57,501 shares; 2025Q2: 60,339 shares; 2025Q3: 57,885 shares; 2025Q4: 60,106 shares; 2026Q1: 184,901 shares 184,901 $13.1M 0.02% +124,795 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: 4,955 shares; 2024Q4: not reported; 2025Q1: 91,660 shares; 2025Q2: 103,084 shares; 2025Q3: 107,329 shares; 2025Q4: 108,073 shares; 2026Q1: 108,137 shares 108,137 $13M 0.02% +64 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,631 shares; 2024Q4: 92,408 shares; 2025Q1: 92,387 shares; 2025Q2: 91,856 shares; 2025Q3: 90,613 shares; 2025Q4: 96,558 shares; 2026Q1: 95,567 shares 95,567 $13M 0.02% -991 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,245 shares; 2024Q4: 75,906 shares; 2025Q1: 72,741 shares; 2025Q2: 71,921 shares; 2025Q3: 72,806 shares; 2025Q4: 75,216 shares; 2026Q1: 229,218 shares 229,218 $13M 0.02% +154,002 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: 47,988 shares; 2024Q4: 50,205 shares; 2025Q1: 71,655 shares; 2025Q2: 71,482 shares; 2025Q3: 75,351 shares; 2025Q4: 97,467 shares; 2026Q1: 131,371 shares 131,371 $12.9M 0.02% +33,904 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: 112,489 shares; 2024Q4: 115,962 shares; 2025Q1: 135,636 shares; 2025Q2: 133,049 shares; 2025Q3: 118,638 shares; 2025Q4: 115,458 shares; 2026Q1: 151,188 shares 151,188 $12.9M 0.02% +35,730 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,316 shares; 2024Q4: 10,473 shares; 2025Q1: 10,961 shares; 2025Q2: 10,575 shares; 2025Q3: 10,040 shares; 2025Q4: 8,625 shares; 2026Q1: 14,330 shares 14,330 $12.8M 0.02% +5,705 Timeline VUSB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 146,878 shares; 2025Q3: 308,381 shares; 2025Q4: 278,733 shares; 2026Q1: 256,491 shares 256,491 $12.8M 0.02% -22,242 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,341 shares; 2024Q4: 117,292 shares; 2025Q1: 140,285 shares; 2025Q2: 149,829 shares; 2025Q3: 151,468 shares; 2025Q4: 166,424 shares; 2026Q1: 178,716 shares 178,716 $12.7M 0.02% +12,292 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: 197,739 shares; 2024Q4: 198,202 shares; 2025Q1: 197,215 shares; 2025Q2: 198,252 shares; 2025Q3: 196,124 shares; 2025Q4: 206,441 shares; 2026Q1: 205,752 shares 205,752 $12.7M 0.02% -689 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,103,797 shares; 2024Q4: 1,209,743 shares; 2025Q1: 1,513,515 shares; 2025Q2: 1,596,711 shares; 2025Q3: 1,693,542 shares; 2025Q4: 1,637,463 shares; 2026Q1: 382,945 shares 382,945 $12.7M 0.02% -1,254,518 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,728 shares; 2025Q1: 6,475 shares; 2025Q2: 8,311 shares; 2025Q3: 7,889 shares; 2025Q4: 9,415 shares; 2026Q1: 218,748 shares 218,748 $12.7M 0.02% +209,333 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: 154,206 shares; 2024Q4: 151,986 shares; 2025Q1: 156,650 shares; 2025Q2: 157,557 shares; 2025Q3: 149,987 shares; 2025Q4: 157,743 shares; 2026Q1: 160,176 shares 160,176 $12.6M 0.02% +2,433 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130,265 shares; 2025Q2: 150,437 shares; 2025Q3: 162,633 shares; 2025Q4: 181,716 shares; 2026Q1: 311,902 shares 311,902 $12.5M 0.02% +130,186 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,974 shares; 2024Q4: 41,180 shares; 2025Q1: 43,692 shares; 2025Q2: 42,536 shares; 2025Q3: 42,653 shares; 2025Q4: 43,217 shares; 2026Q1: 42,635 shares 42,635 $12.5M 0.02% -582 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: 23,056 shares; 2024Q4: 21,919 shares; 2025Q1: 24,335 shares; 2025Q2: 26,248 shares; 2025Q3: 25,490 shares; 2025Q4: 31,191 shares; 2026Q1: 38,482 shares 38,482 $12.4M 0.02% +7,291 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: 239,191 shares; 2024Q4: 232,743 shares; 2025Q1: 228,815 shares; 2025Q2: 447,389 shares; 2025Q3: 422,680 shares; 2025Q4: 373,976 shares; 2026Q1: 498,878 shares 498,878 $12.4M 0.02% +124,902 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,874,150 shares; 2024Q4: 1,900,839 shares; 2025Q1: 1,914,399 shares; 2025Q2: 1,765,731 shares; 2025Q3: 1,761,032 shares; 2025Q4: 772,613 shares; 2026Q1: 642,844 shares 642,844 $12.3M 0.02% -129,769 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,183 shares; 2024Q4: 454,419 shares; 2025Q1: 491,246 shares; 2025Q2: 476,855 shares; 2025Q3: 481,551 shares; 2025Q4: 462,313 shares; 2026Q1: 493,002 shares 493,002 $12.2M 0.02% +30,689 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: 3,227 shares; 2024Q4: 6,137 shares; 2025Q1: 38,859 shares; 2025Q2: 45,403 shares; 2025Q3: 54,074 shares; 2025Q4: 61,226 shares; 2026Q1: 66,526 shares 66,526 $12.2M 0.02% +5,300 Timeline GHM GRAHAM CORP More: the full row for GRAHAM 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: 153,699 shares 153,699 $12.1M 0.02% new Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 458,490 shares; 2024Q4: 398,201 shares; 2025Q1: 370,370 shares; 2025Q2: 294,471 shares; 2025Q3: 265,695 shares; 2025Q4: 241,761 shares; 2026Q1: 238,140 shares 238,140 $12.1M 0.02% -3,621 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,592 shares; 2025Q1: 8,853 shares; 2025Q2: 11,700 shares; 2025Q3: 13,939 shares; 2025Q4: 23,174 shares; 2026Q1: 217,144 shares 217,144 $12.1M 0.02% +193,970 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: 178,745 shares; 2024Q4: 179,458 shares; 2025Q1: 214,915 shares; 2025Q2: 218,880 shares; 2025Q3: 211,710 shares; 2025Q4: 198,672 shares; 2026Q1: 208,754 shares 208,754 $12M 0.02% +10,082 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: 303,664 shares; 2024Q4: 292,626 shares; 2025Q1: 298,871 shares; 2025Q2: 284,978 shares; 2025Q3: 269,729 shares; 2025Q4: 273,675 shares; 2026Q1: 185,644 shares 185,644 $12M 0.02% -88,031 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,013 shares; 2024Q4: 126,206 shares; 2025Q1: 113,653 shares; 2025Q2: 113,386 shares; 2025Q3: 94,684 shares; 2025Q4: 88,140 shares; 2026Q1: 88,376 shares 88,376 $12M 0.02% +236 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: 440,973 shares; 2024Q4: 149,570 shares; 2025Q1: 150,911 shares; 2025Q2: 138,808 shares; 2025Q3: 146,824 shares; 2025Q4: 141,724 shares; 2026Q1: 254,622 shares 254,622 $12M 0.02% +112,898 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 180,360 shares; 2025Q2: 296,816 shares; 2025Q3: 359,765 shares; 2025Q4: 573,365 shares; 2026Q1: 615,698 shares 615,698 $12M 0.02% +42,333 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: 29,092 shares; 2024Q4: 30,660 shares; 2025Q1: 31,390 shares; 2025Q2: 30,172 shares; 2025Q3: 30,795 shares; 2025Q4: 75,428 shares; 2026Q1: 100,746 shares 100,746 $11.9M 0.02% +25,318 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: 92,117 shares; 2024Q4: 88,143 shares; 2025Q1: 92,346 shares; 2025Q2: 94,011 shares; 2025Q3: 88,749 shares; 2025Q4: 95,473 shares; 2026Q1: 142,713 shares 142,713 $11.9M 0.02% +47,240 Timeline NMIH NMI HLDGS INC More: the full row for NMI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 156,325 shares; 2025Q1: 216,319 shares; 2025Q2: 261,528 shares; 2025Q3: 316,849 shares; 2025Q4: 338,100 shares; 2026Q1: 315,942 shares 315,942 $11.9M 0.02% -22,158 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,145 shares; 2024Q4: 96,414 shares; 2025Q1: 100,278 shares; 2025Q2: 98,449 shares; 2025Q3: 98,662 shares; 2025Q4: 108,772 shares; 2026Q1: 129,552 shares 129,552 $11.8M 0.02% +20,780 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,679 shares; 2024Q4: 29,170 shares; 2025Q1: 35,432 shares; 2025Q2: 39,678 shares; 2025Q3: 48,665 shares; 2025Q4: 26,921 shares; 2026Q1: 28,843 shares 28,843 $11.7M 0.02% +1,922 Timeline ARTY 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: 15,973 shares; 2025Q3: 141,772 shares; 2025Q4: 196,873 shares; 2026Q1: 250,150 shares 250,150 $11.6M 0.02% +53,277 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277,478 shares; 2024Q4: 276,667 shares; 2025Q1: 283,255 shares; 2025Q2: 305,358 shares; 2025Q3: 283,557 shares; 2025Q4: 286,917 shares; 2026Q1: 382,913 shares 382,913 $11.6M 0.02% +95,996 Timeline