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: 3,474,212 shares; 2024Q4: 3,646,211 shares; 2025Q1: 3,898,203 shares; 2025Q2: 4,281,559 shares; 2025Q3: 4,401,078 shares; 2025Q4: 4,684,615 shares; 2026Q1: 5,140,749 shares 5,140,749 $3.07B 4.36% +456,134 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: 7,271,752 shares; 2024Q4: 7,339,778 shares; 2025Q1: 8,548,599 shares; 2025Q2: 8,850,687 shares; 2025Q3: 8,800,700 shares; 2025Q4: 9,120,631 shares; 2026Q1: 9,372,275 shares 9,372,275 $2.38B 3.37% +251,644 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: 8,994,223 shares; 2024Q4: 9,279,637 shares; 2025Q1: 10,806,277 shares; 2025Q2: 10,910,206 shares; 2025Q3: 11,717,139 shares; 2025Q4: 12,589,530 shares; 2026Q1: 13,024,694 shares 13,024,694 $2.27B 3.22% +435,164 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,843,551 shares; 2024Q4: 1,987,322 shares; 2025Q1: 2,068,242 shares; 2025Q2: 2,264,625 shares; 2025Q3: 2,309,968 shares; 2025Q4: 2,547,714 shares; 2026Q1: 2,661,628 shares 2,661,628 $1.74B 2.46% +113,914 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: 3,190,595 shares; 2024Q4: 3,122,622 shares; 2025Q1: 3,617,099 shares; 2025Q2: 3,691,254 shares; 2025Q3: 3,663,123 shares; 2025Q4: 3,803,858 shares; 2026Q1: 4,102,747 shares 4,102,747 $1.52B 2.15% +298,889 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: 2,234,812 shares; 2024Q4: 2,206,917 shares; 2025Q1: 2,248,307 shares; 2025Q2: 2,205,136 shares; 2025Q3: 2,186,767 shares; 2025Q4: 2,062,749 shares; 2026Q1: 2,150,070 shares 2,150,070 $1.4B 1.98% +87,321 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: 15,432,650 shares; 2024Q4: 16,706,732 shares; 2025Q1: 16,633,500 shares; 2025Q2: 17,482,679 shares; 2025Q3: 18,676,897 shares; 2025Q4: 19,343,762 shares; 2026Q1: 20,422,031 shares 20,422,031 $1.31B 1.86% +1,078,269 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: 3,639,220 shares; 2024Q4: 3,612,090 shares; 2025Q1: 4,225,701 shares; 2025Q2: 4,315,439 shares; 2025Q3: 4,498,676 shares; 2025Q4: 4,741,160 shares; 2026Q1: 4,957,259 shares 4,957,259 $1.03B 1.46% +216,099 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: 8,712,373 shares; 2024Q4: 8,975,341 shares; 2025Q1: 9,832,131 shares; 2025Q2: 11,680,694 shares; 2025Q3: 11,600,724 shares; 2025Q4: 11,216,043 shares; 2026Q1: 11,358,893 shares 11,358,893 $1.03B 1.46% +142,850 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: 2,776,590 shares; 2024Q4: 2,835,419 shares; 2025Q1: 3,328,122 shares; 2025Q2: 3,477,919 shares; 2025Q3: 3,418,726 shares; 2025Q4: 3,504,667 shares; 2026Q1: 3,536,727 shares 3,536,727 $1.02B 1.44% +32,060 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: 2,480,769 shares; 2024Q4: 2,371,758 shares; 2025Q1: 3,173,396 shares; 2025Q2: 3,283,668 shares; 2025Q3: 3,245,951 shares; 2025Q4: 3,360,889 shares; 2026Q1: 3,395,333 shares 3,395,333 $974M 1.38% +34,444 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: 2,001,287 shares; 2024Q4: 1,908,930 shares; 2025Q1: 2,857,017 shares; 2025Q2: 2,879,439 shares; 2025Q3: 2,872,494 shares; 2025Q4: 2,968,332 shares; 2026Q1: 3,016,504 shares 3,016,504 $934M 1.32% +48,172 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: 6,356,220 shares; 2024Q4: 6,439,118 shares; 2025Q1: 6,501,095 shares; 2025Q2: 6,533,700 shares; 2025Q3: 6,144,729 shares; 2025Q4: 6,117,187 shares; 2026Q1: 6,199,146 shares 6,199,146 $895M 1.27% +81,959 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: 4,868,447 shares; 2024Q4: 5,847,781 shares; 2025Q1: 6,246,217 shares; 2025Q2: 6,704,353 shares; 2025Q3: 7,021,638 shares; 2025Q4: 7,991,803 shares; 2026Q1: 8,902,771 shares 8,902,771 $884M 1.25% +910,968 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: 2,583,297 shares; 2024Q4: 2,690,956 shares; 2025Q1: 2,689,934 shares; 2025Q2: 3,755,880 shares; 2025Q3: 3,709,017 shares; 2025Q4: 3,527,690 shares; 2026Q1: 4,000,492 shares 4,000,492 $767M 1.09% +472,802 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: 748,222 shares; 2024Q4: 705,638 shares; 2025Q1: 1,142,252 shares; 2025Q2: 880,958 shares; 2025Q3: 970,695 shares; 2025Q4: 1,092,345 shares; 2026Q1: 1,202,181 shares 1,202,181 $688M 0.98% +109,836 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: 580,520 shares; 2024Q4: 580,815 shares; 2025Q1: 600,130 shares; 2025Q2: 607,198 shares; 2025Q3: 690,583 shares; 2025Q4: 708,180 shares; 2026Q1: 732,549 shares 732,549 $674M 0.96% +24,369 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: 1,208,365 shares; 2024Q4: 1,574,001 shares; 2025Q1: 1,630,879 shares; 2025Q2: 1,671,202 shares; 2025Q3: 1,710,873 shares; 2025Q4: 1,876,008 shares; 2026Q1: 1,984,206 shares 1,984,206 $637M 0.9% +108,198 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: 1,715,050 shares; 2024Q4: 1,651,743 shares; 2025Q1: 1,999,141 shares; 2025Q2: 1,997,882 shares; 2025Q3: 1,965,883 shares; 2025Q4: 2,050,821 shares; 2026Q1: 2,094,775 shares 2,094,775 $616M 0.87% +43,954 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: 6,217,901 shares; 2024Q4: 18,460,760 shares; 2025Q1: 18,682,304 shares; 2025Q2: 18,731,019 shares; 2025Q3: 18,864,225 shares; 2025Q4: 18,990,659 shares; 2026Q1: 19,184,892 shares 19,184,892 $492M 0.7% +194,233 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: 934,462 shares; 2024Q4: 943,518 shares; 2025Q1: 930,805 shares; 2025Q2: 884,860 shares; 2025Q3: 798,380 shares; 2025Q4: 964,215 shares; 2026Q1: 1,139,188 shares 1,139,188 $486M 0.69% +174,973 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: 682,159 shares; 2024Q4: 681,967 shares; 2025Q1: 699,177 shares; 2025Q2: 731,557 shares; 2025Q3: 730,613 shares; 2025Q4: 751,154 shares; 2026Q1: 793,351 shares 793,351 $458M 0.65% +42,197 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: 890,815 shares; 2024Q4: 1,201,016 shares; 2025Q1: 1,371,615 shares; 2025Q2: 1,701,457 shares; 2025Q3: 1,756,382 shares; 2025Q4: 1,963,478 shares; 2026Q1: 2,381,435 shares 2,381,435 $457M 0.65% +417,957 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: 67,166 shares; 2024Q4: 64,094 shares; 2025Q1: 81,359 shares; 2025Q2: 492,107 shares; 2025Q3: 1,770,943 shares; 2025Q4: 3,476,958 shares; 2026Q1: 5,458,824 shares 5,458,824 $456M 0.65% +1,981,866 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: 1,459,080 shares; 2024Q4: 1,439,967 shares; 2025Q1: 1,772,112 shares; 2025Q2: 1,811,564 shares; 2025Q3: 1,782,644 shares; 2025Q4: 1,806,885 shares; 2026Q1: 1,846,524 shares 1,846,524 $451M 0.64% +39,639 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: 2,037,781 shares; 2024Q4: 2,447,744 shares; 2025Q1: 2,489,394 shares; 2025Q2: 3,754,934 shares; 2025Q3: 4,049,483 shares; 2025Q4: 3,658,671 shares; 2026Q1: 3,575,908 shares 3,575,908 $445M 0.63% -82,763 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: 3,776,566 shares; 2024Q4: 3,919,736 shares; 2025Q1: 4,085,182 shares; 2025Q2: 4,444,636 shares; 2025Q3: 4,735,848 shares; 2025Q4: 5,286,074 shares; 2026Q1: 6,279,041 shares 6,279,041 $438M 0.62% +992,967 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: 384,175 shares; 2024Q4: 372,150 shares; 2025Q1: 386,991 shares; 2025Q2: 393,707 shares; 2025Q3: 403,482 shares; 2025Q4: 405,773 shares; 2026Q1: 433,645 shares 433,645 $432M 0.61% +27,872 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: 1,733,519 shares; 2024Q4: 1,767,365 shares; 2025Q1: 2,990,710 shares; 2025Q2: 2,950,448 shares; 2025Q3: 3,011,208 shares; 2025Q4: 3,171,875 shares; 2026Q1: 3,135,477 shares 3,135,477 $390M 0.55% -36,398 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: 620,969 shares; 2024Q4: 633,681 shares; 2025Q1: 727,188 shares; 2025Q2: 774,995 shares; 2025Q3: 767,928 shares; 2025Q4: 782,056 shares; 2026Q1: 808,578 shares 808,578 $387M 0.55% +26,522 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: 675,078 shares; 2024Q4: 721,597 shares; 2025Q1: 792,549 shares; 2025Q2: 921,472 shares; 2025Q3: 943,047 shares; 2025Q4: 1,117,113 shares; 2026Q1: 1,332,009 shares 1,332,009 $384M 0.54% +214,896 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,393,418 shares; 2024Q4: 3,957,615 shares; 2025Q1: 4,492,848 shares; 2025Q2: 4,406,810 shares; 2025Q3: 4,992,224 shares; 2025Q4: 5,102,306 shares; 2026Q1: 5,668,264 shares 5,668,264 $383M 0.54% +565,958 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: 1,880,236 shares; 2024Q4: 1,855,958 shares; 2025Q1: not reported; 2025Q2: 2,014,446 shares; 2025Q3: 1,999,860 shares; 2025Q4: 2,094,143 shares; 2026Q1: 2,191,719 shares 2,191,719 $372M 0.53% +97,576 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: 1,174,783 shares; 2024Q4: 1,113,167 shares; 2025Q1: 1,175,672 shares; 2025Q2: 2,473,988 shares; 2025Q3: 1,861,672 shares; 2025Q4: 3,943,067 shares; 2026Q1: 3,565,410 shares 3,565,410 $359M 0.51% -377,657 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: 937,705 shares; 2024Q4: 897,281 shares; 2025Q1: 1,095,778 shares; 2025Q2: 1,112,483 shares; 2025Q3: 1,110,186 shares; 2025Q4: 1,133,134 shares; 2026Q1: 1,146,777 shares 1,146,777 $347M 0.49% +13,643 Timeline SPAB 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: 9,168,529 shares; 2024Q4: 9,394,590 shares; 2025Q1: 9,959,641 shares; 2025Q2: 10,533,231 shares; 2025Q3: 11,074,917 shares; 2025Q4: 11,679,296 shares; 2026Q1: 12,700,878 shares 12,700,878 $325M 0.46% +1,021,582 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: 583,683 shares; 2024Q4: 621,027 shares; 2025Q1: 753,029 shares; 2025Q2: 892,606 shares; 2025Q3: 1,016,839 shares; 2025Q4: 1,333,021 shares; 2026Q1: 1,623,206 shares 1,623,206 $319M 0.45% +290,185 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,376,630 shares; 2024Q4: 3,463,004 shares; 2025Q1: 3,666,884 shares; 2025Q2: 3,677,985 shares; 2025Q3: 3,961,733 shares; 2025Q4: 4,830,914 shares; 2026Q1: 5,265,965 shares 5,265,965 $308M 0.44% +435,051 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: 216,833 shares; 2024Q4: 351,687 shares; 2025Q1: 363,423 shares; 2025Q2: 394,581 shares; 2025Q3: 572,552 shares; 2025Q4: 556,035 shares; 2026Q1: 696,274 shares 696,274 $305M 0.43% +140,239 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: 685,829 shares; 2024Q4: 738,053 shares; 2025Q1: 737,801 shares; 2025Q2: 749,361 shares; 2025Q3: 757,510 shares; 2025Q4: 745,035 shares; 2026Q1: 800,125 shares 800,125 $285M 0.4% +55,090 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: 2,291,226 shares; 2024Q4: 2,329,765 shares; 2025Q1: 2,527,046 shares; 2025Q2: 3,825,863 shares; 2025Q3: 3,815,434 shares; 2025Q4: 4,222,061 shares; 2026Q1: 4,783,237 shares 4,783,237 $285M 0.4% +561,176 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: 1,073,907 shares; 2024Q4: 1,071,198 shares; 2025Q1: 1,071,106 shares; 2025Q2: 1,122,722 shares; 2025Q3: 1,151,952 shares; 2025Q4: 1,156,354 shares; 2026Q1: 1,183,078 shares 1,183,078 $284M 0.4% +26,724 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: 3,244,343 shares; 2024Q4: 3,271,594 shares; 2025Q1: 3,264,440 shares; 2025Q2: 3,059,854 shares; 2025Q3: 3,129,037 shares; 2025Q4: 3,282,216 shares; 2026Q1: 3,158,609 shares 3,158,609 $278M 0.39% -123,607 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,134,443 shares; 2024Q4: 2,194,942 shares; 2025Q1: 2,295,240 shares; 2025Q2: 2,615,107 shares; 2025Q3: 2,687,213 shares; 2025Q4: 2,886,258 shares; 2026Q1: 3,370,456 shares 3,370,456 $272M 0.39% +484,198 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,262,390 shares; 2024Q4: 2,353,732 shares; 2025Q1: 2,512,379 shares; 2025Q2: 2,571,824 shares; 2025Q3: 2,782,956 shares; 2025Q4: 3,124,733 shares; 2026Q1: 3,584,206 shares 3,584,206 $269M 0.38% +459,473 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: 2,039,806 shares; 2024Q4: 2,246,483 shares; 2025Q1: 2,534,124 shares; 2025Q2: 2,604,203 shares; 2025Q3: 2,906,337 shares; 2025Q4: 3,293,170 shares; 2026Q1: 3,401,273 shares 3,401,273 $267M 0.38% +108,103 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,185,707 shares; 2024Q4: 2,155,823 shares; 2025Q1: 2,100,645 shares; 2025Q2: 2,030,281 shares; 2025Q3: 2,016,646 shares; 2025Q4: 1,962,466 shares; 2026Q1: 1,864,476 shares 1,864,476 $266M 0.38% -97,990 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: 834,464 shares; 2024Q4: 873,918 shares; 2025Q1: 979,028 shares; 2025Q2: 1,132,136 shares; 2025Q3: 1,137,257 shares; 2025Q4: 1,199,683 shares; 2026Q1: 1,215,422 shares 1,215,422 $264M 0.37% +15,739 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: 3,570,373 shares; 2024Q4: 4,557,975 shares; 2025Q1: 4,951,561 shares; 2025Q2: 5,231,134 shares; 2025Q3: 5,092,944 shares; 2025Q4: 4,882,933 shares; 2026Q1: 5,186,873 shares 5,186,873 $263M 0.37% +303,940 Timeline SCHP 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: 3,922,743 shares; 2024Q4: 8,004,393 shares; 2025Q1: 7,590,393 shares; 2025Q2: 7,767,777 shares; 2025Q3: 8,355,667 shares; 2025Q4: 9,291,730 shares; 2026Q1: 9,796,222 shares 9,796,222 $261M 0.37% +504,492 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: 1,153,440 shares; 2024Q4: 1,205,747 shares; 2025Q1: 1,245,218 shares; 2025Q2: 1,223,425 shares; 2025Q3: 1,285,825 shares; 2025Q4: 1,204,393 shares; 2026Q1: 1,251,179 shares 1,251,179 $259M 0.37% +46,786 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: 673,876 shares; 2024Q4: 628,351 shares; 2025Q1: 726,317 shares; 2025Q2: 755,550 shares; 2025Q3: 762,518 shares; 2025Q4: 761,790 shares; 2026Q1: 777,287 shares 777,287 $256M 0.36% +15,497 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: 1,347,670 shares; 2024Q4: 1,302,915 shares; 2025Q1: 1,433,116 shares; 2025Q2: 1,430,975 shares; 2025Q3: 1,469,597 shares; 2025Q4: 3,013,077 shares; 2026Q1: 1,580,717 shares 1,580,717 $252M 0.36% -1,432,360 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,428,982 shares; 2024Q4: 3,573,299 shares; 2025Q1: 3,878,818 shares; 2025Q2: 4,618,991 shares; 2025Q3: 4,601,128 shares; 2025Q4: 4,835,530 shares; 2026Q1: 5,216,459 shares 5,216,459 $241M 0.34% +380,929 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,035,960 shares; 2024Q4: 2,209,001 shares; 2025Q1: 2,329,857 shares; 2025Q2: 1,799,516 shares; 2025Q3: 1,846,448 shares; 2025Q4: 1,954,658 shares; 2026Q1: 1,968,957 shares 1,968,957 $234M 0.33% +14,299 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: 680,484 shares; 2024Q4: 692,455 shares; 2025Q1: 1,108,843 shares; 2025Q2: 1,134,598 shares; 2025Q3: 1,127,670 shares; 2025Q4: 1,207,620 shares; 2026Q1: 1,209,485 shares 1,209,485 $233M 0.33% +1,865 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,602 shares; 2025Q1: 17,305 shares; 2025Q2: 2,207,273 shares; 2025Q3: 2,271,804 shares; 2025Q4: 2,511,491 shares; 2026Q1: 2,829,736 shares 2,829,736 $228M 0.32% +318,245 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: 388,135 shares; 2024Q4: 393,754 shares; 2025Q1: 403,012 shares; 2025Q2: 457,134 shares; 2025Q3: 501,356 shares; 2025Q4: 1,081,545 shares; 2026Q1: 612,977 shares 612,977 $228M 0.32% -468,568 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: 2,848,504 shares; 2024Q4: 3,283,155 shares; 2025Q1: 3,028,283 shares; 2025Q2: 2,966,897 shares; 2025Q3: 3,258,896 shares; 2025Q4: 3,599,061 shares; 2026Q1: 4,201,293 shares 4,201,293 $227M 0.32% +602,232 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: 376,544 shares; 2024Q4: 418,630 shares; 2025Q1: 577,434 shares; 2025Q2: 628,562 shares; 2025Q3: 650,785 shares; 2025Q4: 770,780 shares; 2026Q1: 863,565 shares 863,565 $227M 0.32% +92,785 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: 3,235,937 shares; 2024Q4: 3,998,830 shares; 2025Q1: 4,109,767 shares; 2025Q2: 4,152,644 shares; 2025Q3: 4,214,984 shares; 2025Q4: 4,039,189 shares; 2026Q1: 4,401,851 shares 4,401,851 $220M 0.31% +362,662 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: 501,521 shares; 2024Q4: 502,286 shares; 2025Q1: 568,710 shares; 2025Q2: 540,932 shares; 2025Q3: 560,077 shares; 2025Q4: 552,566 shares; 2026Q1: 624,170 shares 624,170 $211M 0.3% +71,604 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: 2,294,254 shares; 2024Q4: 2,397,520 shares; 2025Q1: 2,471,323 shares; 2025Q2: 2,511,067 shares; 2025Q3: 2,617,150 shares; 2025Q4: 2,657,363 shares; 2026Q1: 2,503,641 shares 2,503,641 $207M 0.29% -153,722 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: 3,434,863 shares; 2024Q4: 3,436,633 shares; 2025Q1: 3,438,461 shares; 2025Q2: 3,455,643 shares; 2025Q3: 3,472,564 shares; 2025Q4: 3,569,519 shares; 2026Q1: 3,601,934 shares 3,601,934 $204M 0.29% +32,415 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: 2,435,685 shares; 2024Q4: 2,387,046 shares; 2025Q1: 2,465,316 shares; 2025Q2: 2,488,536 shares; 2025Q3: 2,515,793 shares; 2025Q4: 2,566,130 shares; 2026Q1: 2,604,207 shares 2,604,207 $202M 0.29% +38,077 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: 2,935,213 shares; 2024Q4: 2,766,900 shares; 2025Q1: not reported; 2025Q2: 3,991,164 shares; 2025Q3: 4,098,167 shares; 2025Q4: 4,269,266 shares; 2026Q1: 4,130,968 shares 4,130,968 $201M 0.29% -138,298 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: 583,939 shares; 2024Q4: 638,877 shares; 2025Q1: 631,052 shares; 2025Q2: 651,453 shares; 2025Q3: 668,963 shares; 2025Q4: 857,698 shares; 2026Q1: 933,619 shares 933,619 $201M 0.29% +75,921 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: 382,359 shares; 2024Q4: 394,571 shares; 2025Q1: 417,948 shares; 2025Q2: 449,938 shares; 2025Q3: 444,933 shares; 2025Q4: 450,601 shares; 2026Q1: 541,188 shares 541,188 $201M 0.28% +90,587 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: 248,369 shares; 2024Q4: 903,710 shares; 2025Q1: 930,037 shares; 2025Q2: 947,224 shares; 2025Q3: 922,437 shares; 2025Q4: 841,877 shares; 2026Q1: 760,289 shares 760,289 $198M 0.28% -81,588 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: 373,570 shares; 2024Q4: 369,151 shares; 2025Q1: 362,048 shares; 2025Q2: 395,636 shares; 2025Q3: 392,203 shares; 2025Q4: 402,032 shares; 2026Q1: 395,703 shares 395,703 $198M 0.28% -6,329 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: 1,887,812 shares; 2024Q4: 1,774,281 shares; 2025Q1: 1,985,822 shares; 2025Q2: 1,986,725 shares; 2025Q3: 1,709,626 shares; 2025Q4: 1,719,450 shares; 2026Q1: 1,639,510 shares 1,639,510 $197M 0.28% -79,940 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: 233,874 shares; 2024Q4: 230,215 shares; 2025Q1: 294,869 shares; 2025Q2: 260,329 shares; 2025Q3: 257,954 shares; 2025Q4: 270,926 shares; 2026Q1: 275,414 shares 275,414 $195M 0.28% +4,488 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: 634,593 shares; 2024Q4: 761,649 shares; 2025Q1: 858,551 shares; 2025Q2: 748,054 shares; 2025Q3: 712,413 shares; 2025Q4: 811,830 shares; 2026Q1: 947,692 shares 947,692 $195M 0.28% +135,862 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: 440,649 shares; 2024Q4: 440,013 shares; 2025Q1: 442,205 shares; 2025Q2: 426,750 shares; 2025Q3: 428,548 shares; 2025Q4: 438,250 shares; 2026Q1: 430,049 shares 430,049 $185M 0.26% -8,201 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: 88,573 shares; 2024Q4: 339,150 shares; 2025Q1: 365,254 shares; 2025Q2: 340,286 shares; 2025Q3: 383,625 shares; 2025Q4: 363,942 shares; 2026Q1: 2,346,533 shares 2,346,533 $180M 0.25% +1,982,591 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: 1,201,040 shares; 2024Q4: 1,165,617 shares; 2025Q1: 1,357,137 shares; 2025Q2: 1,481,171 shares; 2025Q3: 1,483,153 shares; 2025Q4: 1,352,810 shares; 2026Q1: 1,410,675 shares 1,410,675 $178M 0.25% +57,865 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 339,246 shares; 2024Q4: 380,770 shares; 2025Q1: 370,713 shares; 2025Q2: 381,584 shares; 2025Q3: 408,487 shares; 2025Q4: 492,190 shares; 2026Q1: 746,482 shares 746,482 $177M 0.25% +254,292 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: 269,257 shares; 2024Q4: 266,611 shares; 2025Q1: 258,198 shares; 2025Q2: 257,863 shares; 2025Q3: 256,353 shares; 2025Q4: 251,932 shares; 2026Q1: 249,812 shares 249,812 $174M 0.25% -2,120 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: 196,038 shares; 2024Q4: 229,773 shares; 2025Q1: 221,946 shares; 2025Q2: 217,131 shares; 2025Q3: 214,755 shares; 2025Q4: 452,281 shares; 2026Q1: 815,582 shares 815,582 $174M 0.25% +363,301 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,190,205 shares; 2024Q4: 4,176,321 shares; 2025Q1: 4,223,927 shares; 2025Q2: 4,094,600 shares; 2025Q3: 4,038,467 shares; 2025Q4: 3,995,456 shares; 2026Q1: 4,461,856 shares 4,461,856 $173M 0.25% +466,400 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: 885,270 shares; 2024Q4: 848,151 shares; 2025Q1: 1,021,466 shares; 2025Q2: 1,041,970 shares; 2025Q3: 1,065,726 shares; 2025Q4: 1,183,991 shares; 2026Q1: 1,171,690 shares 1,171,690 $172M 0.24% -12,301 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: 2,264,769 shares; 2024Q4: 6,714,292 shares; 2025Q1: 6,908,231 shares; 2025Q2: 6,003,923 shares; 2025Q3: 5,436,349 shares; 2025Q4: 5,437,844 shares; 2026Q1: 5,510,804 shares 5,510,804 $171M 0.24% +72,960 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: 3,156,087 shares; 2024Q4: 6,433,068 shares; 2025Q1: 6,633,518 shares; 2025Q2: 6,655,981 shares; 2025Q3: 6,686,521 shares; 2025Q4: 6,703,358 shares; 2026Q1: 6,885,220 shares 6,885,220 $171M 0.24% +181,862 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: 2,474,519 shares; 2024Q4: 2,563,927 shares; 2025Q1: 2,657,547 shares; 2025Q2: 2,766,692 shares; 2025Q3: 2,953,818 shares; 2025Q4: 3,077,484 shares; 2026Q1: 3,212,707 shares 3,212,707 $170M 0.24% +135,223 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: 438,602 shares; 2024Q4: 819,398 shares; 2025Q1: 854,579 shares; 2025Q2: 873,126 shares; 2025Q3: 900,934 shares; 2025Q4: 949,186 shares; 2026Q1: 1,035,004 shares 1,035,004 $166M 0.24% +85,818 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: 1,480,164 shares; 2024Q4: 1,440,275 shares; 2025Q1: not reported; 2025Q2: 1,618,159 shares; 2025Q3: 1,607,941 shares; 2025Q4: 1,612,846 shares; 2026Q1: 1,682,792 shares 1,682,792 $163M 0.23% +69,946 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: 967,938 shares; 2024Q4: 1,006,068 shares; 2025Q1: 1,507,268 shares; 2025Q2: 1,538,380 shares; 2025Q3: 1,530,328 shares; 2025Q4: 1,579,648 shares; 2026Q1: 1,587,219 shares 1,587,219 $163M 0.23% +7,571 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: 944,940 shares; 2024Q4: 895,928 shares; 2025Q1: 962,264 shares; 2025Q2: 938,159 shares; 2025Q3: 990,905 shares; 2025Q4: 1,038,712 shares; 2026Q1: 1,034,978 shares 1,034,978 $161M 0.23% -3,734 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: 5,247,227 shares; 2024Q4: 5,305,626 shares; 2025Q1: 5,385,430 shares; 2025Q2: 3,897,165 shares; 2025Q3: 3,959,969 shares; 2025Q4: 4,037,300 shares; 2026Q1: 4,073,067 shares 4,073,067 $161M 0.23% +35,767 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 121,403 shares; 2025Q1: 138,207 shares; 2025Q2: 137,607 shares; 2025Q3: 139,072 shares; 2025Q4: 147,415 shares; 2026Q1: 166,688 shares 166,688 $160M 0.23% +19,273 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: 448,676 shares; 2024Q4: 453,804 shares; 2025Q1: 491,929 shares; 2025Q2: 483,749 shares; 2025Q3: 482,692 shares; 2025Q4: 504,941 shares; 2026Q1: 515,095 shares 515,095 $160M 0.23% +10,154 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: 79,404 shares; 2024Q4: 80,301 shares; 2025Q1: 177,514 shares; 2025Q2: 175,609 shares; 2025Q3: 180,301 shares; 2025Q4: 186,287 shares; 2026Q1: 183,357 shares 183,357 $155M 0.22% -2,930 Timeline SPEM 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: 2,104,925 shares; 2024Q4: 2,220,674 shares; 2025Q1: 2,766,398 shares; 2025Q2: 2,670,904 shares; 2025Q3: 2,688,945 shares; 2025Q4: 2,773,927 shares; 2026Q1: 3,259,172 shares 3,259,172 $153M 0.22% +485,245 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: 395,273 shares; 2024Q4: 389,138 shares; 2025Q1: 406,047 shares; 2025Q2: 423,019 shares; 2025Q3: 416,182 shares; 2025Q4: 411,873 shares; 2026Q1: 433,555 shares 433,555 $153M 0.22% +21,682 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: 319,518 shares; 2024Q4: 316,048 shares; 2025Q1: 392,177 shares; 2025Q2: 412,447 shares; 2025Q3: 430,337 shares; 2025Q4: 481,946 shares; 2026Q1: 537,505 shares 537,505 $153M 0.22% +55,559 Timeline DFSV 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: 662,806 shares; 2024Q4: 789,402 shares; 2025Q1: 933,182 shares; 2025Q2: 3,035,274 shares; 2025Q3: 3,458,191 shares; 2025Q4: 3,806,878 shares; 2026Q1: 4,307,741 shares 4,307,741 $151M 0.21% +500,863 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: 3,366,439 shares; 2024Q4: 3,427,830 shares; 2025Q1: 3,533,369 shares; 2025Q2: 3,578,528 shares; 2025Q3: 4,173,527 shares; 2025Q4: 4,133,960 shares; 2026Q1: 5,034,565 shares 5,034,565 $148M 0.21% +900,605 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: 87,153 shares; 2024Q4: 85,427 shares; 2025Q1: 89,656 shares; 2025Q2: 92,033 shares; 2025Q3: 91,464 shares; 2025Q4: 101,859 shares; 2026Q1: 100,273 shares 100,273 $148M 0.21% -1,586 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: 83,471 shares; 2024Q4: 83,051 shares; 2025Q1: 110,176 shares; 2025Q2: 132,591 shares; 2025Q3: 144,157 shares; 2025Q4: 1,339,726 shares; 2026Q1: 1,504,236 shares 1,504,236 $145M 0.21% +164,510 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: 1,399,650 shares; 2024Q4: 1,654,670 shares; 2025Q1: 1,665,392 shares; 2025Q2: 1,596,824 shares; 2025Q3: 1,584,181 shares; 2025Q4: 1,645,587 shares; 2026Q1: 1,861,287 shares 1,861,287 $144M 0.2% +215,700 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,196,943 shares; 2024Q4: 1,259,291 shares; 2025Q1: 1,309,664 shares; 2025Q2: 1,317,162 shares; 2025Q3: 1,326,229 shares; 2025Q4: 1,333,932 shares; 2026Q1: 1,423,552 shares 1,423,552 $142M 0.2% +89,620 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: 1,276,262 shares; 2024Q4: 1,380,432 shares; 2025Q1: 1,405,293 shares; 2025Q2: 1,442,903 shares; 2025Q3: 1,556,338 shares; 2025Q4: 1,742,393 shares; 2026Q1: 1,790,600 shares 1,790,600 $142M 0.2% +48,207 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: 473,340 shares; 2024Q4: 437,128 shares; 2025Q1: 494,424 shares; 2025Q2: 539,643 shares; 2025Q3: 562,861 shares; 2025Q4: 605,149 shares; 2026Q1: 625,698 shares 625,698 $141M 0.2% +20,549 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: 295,081 shares; 2024Q4: 259,952 shares; 2025Q1: 285,888 shares; 2025Q2: 315,630 shares; 2025Q3: 346,658 shares; 2025Q4: 410,448 shares; 2026Q1: 423,812 shares 423,812 $138M 0.2% +13,364 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: 1,261,124 shares; 2024Q4: 1,184,426 shares; 2025Q1: 1,298,524 shares; 2025Q2: 1,366,565 shares; 2025Q3: 1,369,415 shares; 2025Q4: 1,444,225 shares; 2026Q1: 1,480,454 shares 1,480,454 $138M 0.19% +36,229 Timeline USVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,099,484 shares; 2024Q4: 1,083,511 shares; 2025Q1: 1,114,792 shares; 2025Q2: 1,364,614 shares; 2025Q3: 1,393,859 shares; 2025Q4: 1,407,963 shares; 2026Q1: 1,434,258 shares 1,434,258 $136M 0.19% +26,295 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: 515,606 shares; 2024Q4: 431,932 shares; 2025Q1: 659,007 shares; 2025Q2: 632,282 shares; 2025Q3: 634,938 shares; 2025Q4: 676,784 shares; 2026Q1: 662,704 shares 662,704 $135M 0.19% -14,080 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: 213,850 shares; 2024Q4: 220,318 shares; 2025Q1: 462,671 shares; 2025Q2: 495,125 shares; 2025Q3: 556,235 shares; 2025Q4: 585,829 shares; 2026Q1: 579,392 shares 579,392 $133M 0.19% -6,437 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: 527,601 shares; 2024Q4: 546,009 shares; 2025Q1: 570,372 shares; 2025Q2: 537,357 shares; 2025Q3: 525,001 shares; 2025Q4: 535,711 shares; 2026Q1: 535,723 shares 535,723 $133M 0.19% +12 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: 1,086,616 shares; 2024Q4: 1,080,580 shares; 2025Q1: 1,108,183 shares; 2025Q2: 1,103,363 shares; 2025Q3: 1,102,326 shares; 2025Q4: 1,113,249 shares; 2026Q1: 1,413,351 shares 1,413,351 $133M 0.19% +300,102 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: 229,042 shares; 2024Q4: 238,029 shares; 2025Q1: 252,924 shares; 2025Q2: 263,692 shares; 2025Q3: 258,808 shares; 2025Q4: 261,553 shares; 2026Q1: 296,654 shares 296,654 $132M 0.19% +35,101 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: 546,331 shares; 2024Q4: 630,088 shares; 2025Q1: 741,836 shares; 2025Q2: 774,507 shares; 2025Q3: 789,096 shares; 2025Q4: 824,134 shares; 2026Q1: 866,938 shares 866,938 $127M 0.18% +42,804 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: 860,907 shares; 2024Q4: 883,960 shares; 2025Q1: 925,613 shares; 2025Q2: 995,346 shares; 2025Q3: 1,029,530 shares; 2025Q4: 1,079,242 shares; 2026Q1: 1,103,143 shares 1,103,143 $125M 0.18% +23,901 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: 2,134,175 shares; 2024Q4: 2,099,340 shares; 2025Q1: 2,182,869 shares; 2025Q2: 1,121,739 shares; 2025Q3: 1,173,137 shares; 2025Q4: 1,222,695 shares; 2026Q1: 1,326,083 shares 1,326,083 $123M 0.17% +103,388 Timeline DFUV 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: 2,510,125 shares; 2024Q4: 2,486,370 shares; 2025Q1: 2,418,447 shares; 2025Q2: 2,630,826 shares; 2025Q3: 2,513,989 shares; 2025Q4: 2,476,371 shares; 2026Q1: 2,532,792 shares 2,532,792 $123M 0.17% +56,421 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: 40,195 shares; 2024Q4: 36,991 shares; 2025Q1: 70,460 shares; 2025Q2: 77,318 shares; 2025Q3: 85,018 shares; 2025Q4: 91,185 shares; 2026Q1: 92,351 shares 92,351 $122M 0.17% +1,166 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 823,185 shares; 2024Q4: 836,605 shares; 2025Q1: 993,409 shares; 2025Q2: 1,066,263 shares; 2025Q3: 1,203,258 shares; 2025Q4: 1,181,571 shares; 2026Q1: 1,267,461 shares 1,267,461 $117M 0.17% +85,890 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: 106,520 shares; 2024Q4: 160,970 shares; 2025Q1: 153,558 shares; 2025Q2: 165,026 shares; 2025Q3: 169,987 shares; 2025Q4: 798,927 shares; 2026Q1: 881,245 shares 881,245 $117M 0.17% +82,318 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: 1,026,383 shares; 2024Q4: 1,005,008 shares; 2025Q1: 1,122,567 shares; 2025Q2: 1,152,806 shares; 2025Q3: 1,153,875 shares; 2025Q4: 1,186,769 shares; 2026Q1: 1,212,665 shares 1,212,665 $117M 0.17% +25,896 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: 251,521 shares; 2024Q4: 333,299 shares; 2025Q1: 322,954 shares; 2025Q2: 321,673 shares; 2025Q3: 287,129 shares; 2025Q4: 517,762 shares; 2026Q1: 1,030,500 shares 1,030,500 $117M 0.17% +512,738 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,890,700 shares; 2024Q4: 1,943,273 shares; 2025Q1: 2,009,680 shares; 2025Q2: 2,048,387 shares; 2025Q3: 2,132,331 shares; 2025Q4: 2,247,308 shares; 2026Q1: 2,370,787 shares 2,370,787 $115M 0.16% +123,479 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: 565,579 shares; 2024Q4: 608,845 shares; 2025Q1: 607,208 shares; 2025Q2: 565,520 shares; 2025Q3: 560,018 shares; 2025Q4: 761,565 shares; 2026Q1: 774,708 shares 774,708 $115M 0.16% +13,143 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: 272,460 shares; 2024Q4: 274,868 shares; 2025Q1: 278,179 shares; 2025Q2: 286,305 shares; 2025Q3: 282,207 shares; 2025Q4: 286,710 shares; 2026Q1: 291,489 shares 291,489 $114M 0.16% +4,779 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: 728,275 shares; 2024Q4: 755,548 shares; 2025Q1: 747,721 shares; 2025Q2: 923,726 shares; 2025Q3: 867,825 shares; 2025Q4: 999,229 shares; 2026Q1: 1,070,265 shares 1,070,265 $114M 0.16% +71,036 Timeline IGM 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: 989,609 shares; 2024Q4: 900,243 shares; 2025Q1: 901,608 shares; 2025Q2: 907,585 shares; 2025Q3: 969,152 shares; 2025Q4: 942,890 shares; 2026Q1: 952,453 shares 952,453 $113M 0.16% +9,563 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: 553,626 shares; 2024Q4: 533,151 shares; 2025Q1: 609,279 shares; 2025Q2: 654,015 shares; 2025Q3: 643,039 shares; 2025Q4: 533,938 shares; 2026Q1: 601,125 shares 601,125 $112M 0.16% +67,187 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: 2,260,557 shares; 2024Q4: 4,646,799 shares; 2025Q1: 4,783,873 shares; 2025Q2: 3,890,531 shares; 2025Q3: 3,776,607 shares; 2025Q4: 3,757,082 shares; 2026Q1: 3,844,244 shares 3,844,244 $112M 0.16% +87,162 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: 299,691 shares; 2024Q4: 306,706 shares; 2025Q1: 329,317 shares; 2025Q2: 339,775 shares; 2025Q3: 346,407 shares; 2025Q4: 375,636 shares; 2026Q1: 460,315 shares 460,315 $112M 0.16% +84,679 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: 72,382 shares; 2024Q4: 77,391 shares; 2025Q1: 80,578 shares; 2025Q2: 100,448 shares; 2025Q3: 103,432 shares; 2025Q4: 193,628 shares; 2026Q1: 517,501 shares 517,501 $109M 0.15% +323,873 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: 307,818 shares; 2024Q4: 326,865 shares; 2025Q1: 284,169 shares; 2025Q2: 346,693 shares; 2025Q3: 641,069 shares; 2025Q4: 829,764 shares; 2026Q1: 991,753 shares 991,753 $109M 0.15% +161,989 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 331,170 shares; 2025Q1: 430,948 shares; 2025Q2: 445,467 shares; 2025Q3: 517,526 shares; 2025Q4: 534,938 shares; 2026Q1: 491,086 shares 491,086 $105M 0.15% -43,852 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: 255,439 shares; 2024Q4: 247,923 shares; 2025Q1: 260,460 shares; 2025Q2: 262,331 shares; 2025Q3: 303,069 shares; 2025Q4: 305,787 shares; 2026Q1: 328,689 shares 328,689 $105M 0.15% +22,902 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: 791,861 shares; 2024Q4: 799,735 shares; 2025Q1: 876,441 shares; 2025Q2: 852,447 shares; 2025Q3: 828,587 shares; 2025Q4: 938,202 shares; 2026Q1: 1,521,366 shares 1,521,366 $104M 0.15% +583,164 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: 730,874 shares; 2024Q4: 719,747 shares; 2025Q1: 765,685 shares; 2025Q2: 771,548 shares; 2025Q3: 753,558 shares; 2025Q4: 783,721 shares; 2026Q1: 789,721 shares 789,721 $103M 0.15% +6,000 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: 235,383 shares; 2024Q4: 230,929 shares; 2025Q1: 271,069 shares; 2025Q2: 314,580 shares; 2025Q3: 317,999 shares; 2025Q4: 305,753 shares; 2026Q1: 314,456 shares 314,456 $103M 0.15% +8,703 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: 133,885 shares; 2024Q4: 136,752 shares; 2025Q1: 138,327 shares; 2025Q2: 144,092 shares; 2025Q3: 142,896 shares; 2025Q4: 190,143 shares; 2026Q1: 182,483 shares 182,483 $100M 0.14% -7,660 Timeline ANGL 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: 2,802,413 shares; 2024Q4: 2,849,242 shares; 2025Q1: 2,950,734 shares; 2025Q2: 3,046,620 shares; 2025Q3: 3,171,491 shares; 2025Q4: 3,334,783 shares; 2026Q1: 3,485,369 shares 3,485,369 $100M 0.14% +150,586 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: 138,011 shares; 2024Q4: 147,875 shares; 2025Q1: 156,183 shares; 2025Q2: 167,064 shares; 2025Q3: 153,970 shares; 2025Q4: 144,698 shares; 2026Q1: 165,139 shares 165,139 $99.8M 0.14% +20,441 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: 181,424 shares; 2024Q4: 161,515 shares; 2025Q1: 226,777 shares; 2025Q2: 224,635 shares; 2025Q3: 209,086 shares; 2025Q4: 411,042 shares; 2026Q1: 200,486 shares 200,486 $98.5M 0.14% -210,556 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: 53,533 shares; 2024Q4: 55,200 shares; 2025Q1: 75,652 shares; 2025Q2: 76,294 shares; 2025Q3: 86,748 shares; 2025Q4: 95,149 shares; 2026Q1: 112,564 shares 112,564 $98.3M 0.14% +17,415 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: 181,868 shares; 2024Q4: 178,371 shares; 2025Q1: 174,442 shares; 2025Q2: 194,357 shares; 2025Q3: 194,144 shares; 2025Q4: 199,261 shares; 2026Q1: 226,304 shares 226,304 $96.3M 0.14% +27,043 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: 115,274 shares; 2024Q4: 111,375 shares; 2025Q1: 183,894 shares; 2025Q2: 181,274 shares; 2025Q3: 158,462 shares; 2025Q4: 165,800 shares; 2026Q1: 170,767 shares 170,767 $96.2M 0.14% +4,967 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 667,025 shares; 2024Q4: 670,240 shares; 2025Q1: 600,157 shares; 2025Q2: 682,694 shares; 2025Q3: 575,587 shares; 2025Q4: 1,234,103 shares; 2026Q1: 2,090,453 shares 2,090,453 $95.4M 0.14% +856,350 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: 154,005 shares; 2024Q4: 140,891 shares; 2025Q1: not reported; 2025Q2: 191,066 shares; 2025Q3: 207,045 shares; 2025Q4: 208,473 shares; 2026Q1: 219,668 shares 219,668 $95M 0.13% +11,195 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: 774,093 shares; 2024Q4: 868,597 shares; 2025Q1: 1,006,020 shares; 2025Q2: 915,207 shares; 2025Q3: 903,812 shares; 2025Q4: 971,307 shares; 2026Q1: 983,964 shares 983,964 $93.9M 0.13% +12,657 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: 796,255 shares; 2024Q4: 2,919,588 shares; 2025Q1: 3,044,472 shares; 2025Q2: 3,119,923 shares; 2025Q3: 3,044,766 shares; 2025Q4: 3,065,447 shares; 2026Q1: 3,195,653 shares 3,195,653 $93.6M 0.13% +130,206 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: 590,705 shares; 2024Q4: 716,746 shares; 2025Q1: 793,116 shares; 2025Q2: 835,852 shares; 2025Q3: 910,352 shares; 2025Q4: 1,112,851 shares; 2026Q1: 1,208,682 shares 1,208,682 $93.3M 0.13% +95,831 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: 396,630 shares; 2024Q4: 385,277 shares; 2025Q1: 397,567 shares; 2025Q2: 371,632 shares; 2025Q3: 379,722 shares; 2025Q4: 378,292 shares; 2026Q1: 382,823 shares 382,823 $92.9M 0.13% +4,531 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: 106,252 shares; 2024Q4: 106,834 shares; 2025Q1: 119,627 shares; 2025Q2: 126,561 shares; 2025Q3: 128,316 shares; 2025Q4: 125,433 shares; 2026Q1: 127,140 shares 127,140 $92.6M 0.13% +1,707 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: 139,175 shares; 2024Q4: 162,397 shares; 2025Q1: 160,934 shares; 2025Q2: 164,538 shares; 2025Q3: 164,357 shares; 2025Q4: 172,941 shares; 2026Q1: 199,217 shares 199,217 $91.8M 0.13% +26,276 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,856,924 shares; 2024Q4: 2,914,528 shares; 2025Q1: 2,839,763 shares; 2025Q2: 2,767,999 shares; 2025Q3: 2,781,660 shares; 2025Q4: 3,048,181 shares; 2026Q1: 3,128,412 shares 3,128,412 $91.3M 0.13% +80,231 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: 94,515 shares; 2024Q4: 89,917 shares; 2025Q1: 78,173 shares; 2025Q2: 103,745 shares; 2025Q3: 208,827 shares; 2025Q4: 220,275 shares; 2026Q1: 258,788 shares 258,788 $87.4M 0.12% +38,513 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: 691,132 shares; 2024Q4: 736,150 shares; 2025Q1: 778,073 shares; 2025Q2: 829,814 shares; 2025Q3: 852,310 shares; 2025Q4: 859,813 shares; 2026Q1: 898,470 shares 898,470 $87.4M 0.12% +38,657 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: 932,102 shares; 2024Q4: 922,995 shares; 2025Q1: 1,037,937 shares; 2025Q2: 1,067,609 shares; 2025Q3: 1,033,518 shares; 2025Q4: 1,122,341 shares; 2026Q1: 1,134,215 shares 1,134,215 $86.3M 0.12% +11,874 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK 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: 1,423,340 shares; 2025Q4: 2,119,609 shares; 2026Q1: 3,118,620 shares 3,118,620 $86M 0.12% +999,011 Timeline VONE 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: 248,652 shares; 2024Q4: 209,088 shares; 2025Q1: 209,093 shares; 2025Q2: 186,028 shares; 2025Q3: 165,873 shares; 2025Q4: 164,974 shares; 2026Q1: 290,154 shares 290,154 $85.6M 0.12% +125,180 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: 97,549 shares; 2024Q4: 101,612 shares; 2025Q1: 132,087 shares; 2025Q2: 128,923 shares; 2025Q3: 123,960 shares; 2025Q4: 131,552 shares; 2026Q1: 138,738 shares 138,738 $85.6M 0.12% +7,186 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 369,367 shares; 2024Q4: 307,105 shares; 2025Q1: 346,949 shares; 2025Q2: 358,046 shares; 2025Q3: 610,291 shares; 2025Q4: 609,724 shares; 2026Q1: 616,834 shares 616,834 $85.3M 0.12% +7,110 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: 507,077 shares; 2024Q4: 476,992 shares; 2025Q1: 443,059 shares; 2025Q2: 307,432 shares; 2025Q3: 263,964 shares; 2025Q4: 266,341 shares; 2026Q1: 313,762 shares 313,762 $84.9M 0.12% +47,421 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: 891,305 shares; 2024Q4: 902,704 shares; 2025Q1: 913,691 shares; 2025Q2: 862,623 shares; 2025Q3: 942,270 shares; 2025Q4: 1,417,346 shares; 2026Q1: 1,392,773 shares 1,392,773 $84.5M 0.12% -24,573 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: 430,206 shares; 2024Q4: 572,367 shares; 2025Q1: 814,107 shares; 2025Q2: 989,037 shares; 2025Q3: 1,005,344 shares; 2025Q4: 1,053,066 shares; 2026Q1: 1,167,261 shares 1,167,261 $84M 0.12% +114,195 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: 833,711 shares; 2024Q4: 849,566 shares; 2025Q1: 884,082 shares; 2025Q2: 939,515 shares; 2025Q3: 957,620 shares; 2025Q4: 991,660 shares; 2026Q1: 1,051,839 shares 1,051,839 $83.7M 0.12% +60,179 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: 610,010 shares; 2024Q4: 642,728 shares; 2025Q1: 629,300 shares; 2025Q2: 631,227 shares; 2025Q3: 627,149 shares; 2025Q4: 653,329 shares; 2026Q1: 574,596 shares 574,596 $83.5M 0.12% -78,733 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: 257,636 shares; 2024Q4: 235,416 shares; 2025Q1: 246,310 shares; 2025Q2: 268,579 shares; 2025Q3: 197,634 shares; 2025Q4: 208,201 shares; 2026Q1: 236,660 shares 236,660 $80.9M 0.11% +28,459 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: 115,542 shares; 2024Q4: 116,663 shares; 2025Q1: 124,990 shares; 2025Q2: 117,677 shares; 2025Q3: 128,728 shares; 2025Q4: 129,751 shares; 2026Q1: 148,751 shares 148,751 $80M 0.11% +19,000 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 711,882 shares; 2024Q4: 637,509 shares; 2025Q1: 1,290,879 shares; 2025Q2: 1,301,504 shares; 2025Q3: 1,226,179 shares; 2025Q4: 1,265,524 shares; 2026Q1: 1,263,755 shares 1,263,755 $79.3M 0.11% -1,769 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: 378,141 shares; 2024Q4: 383,813 shares; 2025Q1: 387,897 shares; 2025Q2: 379,296 shares; 2025Q3: 372,036 shares; 2025Q4: 758,635 shares; 2026Q1: 405,840 shares 405,840 $78.8M 0.11% -352,795 Timeline DFAE 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: 569,015 shares; 2024Q4: 895,123 shares; 2025Q1: 890,536 shares; 2025Q2: 1,107,843 shares; 2025Q3: 1,467,592 shares; 2025Q4: 1,728,541 shares; 2026Q1: 2,317,535 shares 2,317,535 $78.5M 0.11% +588,994 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: 83,174 shares; 2024Q4: 185,488 shares; 2025Q1: 179,113 shares; 2025Q2: 198,239 shares; 2025Q3: 157,345 shares; 2025Q4: 150,573 shares; 2026Q1: 1,042,366 shares 1,042,366 $77.5M 0.11% +891,793 Timeline DFLV 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: 385,166 shares; 2024Q4: 572,686 shares; 2025Q1: 845,838 shares; 2025Q2: 969,393 shares; 2025Q3: 1,359,716 shares; 2025Q4: 1,760,605 shares; 2026Q1: 2,166,874 shares 2,166,874 $77.4M 0.11% +406,269 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 139,008 shares; 2025Q1: 134,298 shares; 2025Q2: 129,968 shares; 2025Q3: 135,400 shares; 2025Q4: 126,589 shares; 2026Q1: 1,326,415 shares 1,326,415 $77.2M 0.11% +1,199,826 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,457,833 shares; 2024Q4: 1,459,365 shares; 2025Q1: 1,462,249 shares; 2025Q2: 1,441,496 shares; 2025Q3: 1,448,347 shares; 2025Q4: 1,445,802 shares; 2026Q1: 1,309,679 shares 1,309,679 $76.8M 0.11% -136,123 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,183,950 shares; 2024Q4: 5,635,367 shares; 2025Q1: 5,620,573 shares; 2025Q2: 5,594,469 shares; 2025Q3: 6,599,938 shares; 2025Q4: 5,432,741 shares; 2026Q1: 2,502,403 shares 2,502,403 $76.8M 0.11% -2,930,338 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: 1,745,599 shares; 2024Q4: 1,759,344 shares; 2025Q1: 1,683,335 shares; 2025Q2: 1,637,262 shares; 2025Q3: 838,255 shares; 2025Q4: 976,109 shares; 2026Q1: 1,036,060 shares 1,036,060 $76.3M 0.11% +59,951 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: 324,806 shares; 2024Q4: 301,697 shares; 2025Q1: 337,409 shares; 2025Q2: 342,876 shares; 2025Q3: 332,416 shares; 2025Q4: 361,550 shares; 2026Q1: 396,584 shares 396,584 $75.2M 0.11% +35,034 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: 152,770 shares; 2024Q4: 146,251 shares; 2025Q1: 162,877 shares; 2025Q2: 182,829 shares; 2025Q3: 205,318 shares; 2025Q4: 130,185 shares; 2026Q1: 147,861 shares 147,861 $73.3M 0.1% +17,676 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,459,961 shares; 2024Q4: 1,442,675 shares; 2025Q1: 1,452,774 shares; 2025Q2: 1,428,753 shares; 2025Q3: 1,449,842 shares; 2025Q4: 1,314,401 shares; 2026Q1: 1,456,371 shares 1,456,371 $73.1M 0.1% +141,970 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 670,740 shares; 2025Q1: 657,309 shares; 2025Q2: 691,229 shares; 2025Q3: 823,699 shares; 2025Q4: 829,051 shares; 2026Q1: 857,498 shares 857,498 $72.7M 0.1% +28,447 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,231,013 shares; 2024Q4: 1,393,182 shares; 2025Q1: 1,574,329 shares; 2025Q2: 1,536,717 shares; 2025Q3: 1,698,774 shares; 2025Q4: 1,789,351 shares; 2026Q1: 1,962,075 shares 1,962,075 $72.3M 0.1% +172,724 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,675 shares; 2024Q4: 555,631 shares; 2025Q1: 566,683 shares; 2025Q2: 544,223 shares; 2025Q3: 490,353 shares; 2025Q4: 524,081 shares; 2026Q1: 508,340 shares 508,340 $70.9M 0.1% -15,741 Timeline DFAT 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: 707,737 shares; 2024Q4: 693,270 shares; 2025Q1: 690,494 shares; 2025Q2: 1,100,761 shares; 2025Q3: 1,062,293 shares; 2025Q4: 1,072,273 shares; 2026Q1: 1,125,679 shares 1,125,679 $70.3M 0.1% +53,406 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: 304,101 shares; 2024Q4: 290,943 shares; 2025Q1: 331,745 shares; 2025Q2: 380,511 shares; 2025Q3: 401,646 shares; 2025Q4: 398,787 shares; 2026Q1: 352,289 shares 352,289 $69.9M 0.1% -46,498 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: 379,214 shares; 2024Q4: 383,142 shares; 2025Q1: 380,807 shares; 2025Q2: 370,878 shares; 2025Q3: 392,308 shares; 2025Q4: 421,280 shares; 2026Q1: 603,398 shares 603,398 $69.4M 0.1% +182,118 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: 842,573 shares; 2024Q4: 875,963 shares; 2025Q1: 1,065,217 shares; 2025Q2: 1,240,343 shares; 2025Q3: 1,579,838 shares; 2025Q4: 1,625,886 shares; 2026Q1: 1,529,547 shares 1,529,547 $67.6M 0.1% -96,339 Timeline SWAN AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,163,576 shares; 2024Q4: 2,124,467 shares; 2025Q1: 2,138,923 shares; 2025Q2: 2,132,498 shares; 2025Q3: 2,095,865 shares; 2025Q4: 2,112,948 shares; 2026Q1: 2,172,820 shares 2,172,820 $67.5M 0.1% +59,872 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: 188,505 shares; 2024Q4: 342,999 shares; 2025Q1: 398,381 shares; 2025Q2: 1,038,059 shares; 2025Q3: 1,571,557 shares; 2025Q4: 1,154,677 shares; 2026Q1: 1,746,165 shares 1,746,165 $67.1M 0.1% +591,488 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: 530,923 shares; 2024Q4: 521,366 shares; 2025Q1: 584,334 shares; 2025Q2: 539,087 shares; 2025Q3: 495,602 shares; 2025Q4: 488,685 shares; 2026Q1: 518,888 shares 518,888 $66.9M 0.09% +30,203 Timeline POCT 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: 50,548 shares; 2024Q4: 51,398 shares; 2025Q1: 42,221 shares; 2025Q2: 42,599 shares; 2025Q3: 1,157,588 shares; 2025Q4: 1,577,949 shares; 2026Q1: 1,547,282 shares 1,547,282 $66.7M 0.09% -30,667 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: 251,888 shares; 2024Q4: 294,960 shares; 2025Q1: 304,597 shares; 2025Q2: 328,179 shares; 2025Q3: 344,524 shares; 2025Q4: 711,035 shares; 2026Q1: 398,224 shares 398,224 $65.8M 0.09% -312,811 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,251 shares; 2024Q4: 105,131 shares; 2025Q1: 102,292 shares; 2025Q2: 314,450 shares; 2025Q3: 318,509 shares; 2025Q4: 846,935 shares; 2026Q1: 1,369,917 shares 1,369,917 $65.8M 0.09% +522,982 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: 305,508 shares; 2024Q4: 284,118 shares; 2025Q1: 262,672 shares; 2025Q2: 289,171 shares; 2025Q3: 278,000 shares; 2025Q4: 244,423 shares; 2026Q1: 269,704 shares 269,704 $65.6M 0.09% +25,281 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: 243,308 shares; 2024Q4: 257,968 shares; 2025Q1: 573,034 shares; 2025Q2: 608,936 shares; 2025Q3: 701,904 shares; 2025Q4: 791,015 shares; 2026Q1: 756,044 shares 756,044 $65.5M 0.09% -34,971 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: 98,094 shares; 2025Q1: 270,726 shares; 2025Q2: not reported; 2025Q3: 306,282 shares; 2025Q4: 354,943 shares; 2026Q1: 531,231 shares 531,231 $65.2M 0.09% +176,288 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: 150,765 shares; 2024Q4: 152,682 shares; 2025Q1: 177,648 shares; 2025Q2: 189,746 shares; 2025Q3: 186,335 shares; 2025Q4: 198,900 shares; 2026Q1: 215,387 shares 215,387 $65.2M 0.09% +16,487 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: 697,059 shares; 2024Q4: 725,231 shares; 2025Q1: 729,100 shares; 2025Q2: 740,430 shares; 2025Q3: 1,019,410 shares; 2025Q4: 1,194,353 shares; 2026Q1: 1,251,708 shares 1,251,708 $65.1M 0.09% +57,355 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 482,404 shares; 2024Q4: 515,972 shares; 2025Q1: 542,458 shares; 2025Q2: 598,673 shares; 2025Q3: 614,561 shares; 2025Q4: 633,446 shares; 2026Q1: 629,364 shares 629,364 $64.9M 0.09% -4,082 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: 91,508 shares; 2024Q4: 86,228 shares; 2025Q1: 87,802 shares; 2025Q2: 93,835 shares; 2025Q3: 99,467 shares; 2025Q4: 567,101 shares; 2026Q1: 616,014 shares 616,014 $64.4M 0.09% +48,913 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: 146,850 shares; 2024Q4: 142,793 shares; 2025Q1: 229,434 shares; 2025Q2: 247,226 shares; 2025Q3: 251,461 shares; 2025Q4: 250,826 shares; 2026Q1: 240,449 shares 240,449 $64M 0.09% -10,377 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: 102,869 shares; 2024Q4: 125,146 shares; 2025Q1: 119,027 shares; 2025Q2: 116,786 shares; 2025Q3: 115,961 shares; 2025Q4: 208,500 shares; 2026Q1: 212,324 shares 212,324 $63.5M 0.09% +3,824 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: 110,319 shares; 2024Q4: 111,262 shares; 2025Q1: 150,855 shares; 2025Q2: 162,051 shares; 2025Q3: 169,576 shares; 2025Q4: 172,627 shares; 2026Q1: 176,399 shares 176,399 $63.1M 0.09% +3,772 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,275 shares; 2024Q4: 65,997 shares; 2025Q1: 292,715 shares; 2025Q2: 429,367 shares; 2025Q3: 475,966 shares; 2025Q4: 746,817 shares; 2026Q1: 858,826 shares 858,826 $62.8M 0.09% +112,009 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: 16,617 shares; 2024Q4: 17,476 shares; 2025Q1: 17,841 shares; 2025Q2: 27,102 shares; 2025Q3: 33,014 shares; 2025Q4: 41,391 shares; 2026Q1: 45,536 shares 45,536 $62.8M 0.09% +4,145 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: 93,562 shares; 2024Q4: 91,339 shares; 2025Q1: 104,263 shares; 2025Q2: 313,895 shares; 2025Q3: 330,408 shares; 2025Q4: 347,759 shares; 2026Q1: 342,482 shares 342,482 $62.5M 0.09% -5,277 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: 348,311 shares; 2024Q4: 378,751 shares; 2025Q1: 352,053 shares; 2025Q2: 343,779 shares; 2025Q3: 334,178 shares; 2025Q4: 757,688 shares; 2026Q1: 1,008,305 shares 1,008,305 $61.8M 0.09% +250,617 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: 11,371 shares; 2024Q4: 9,988 shares; 2025Q1: 331,756 shares; 2025Q2: 336,360 shares; 2025Q3: 348,904 shares; 2025Q4: 459,052 shares; 2026Q1: 204,235 shares 204,235 $60.5M 0.09% -254,817 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: 210,662 shares; 2024Q4: 208,572 shares; 2025Q1: 220,063 shares; 2025Q2: 225,648 shares; 2025Q3: 233,039 shares; 2025Q4: 259,865 shares; 2026Q1: 255,402 shares 255,402 $60.3M 0.09% -4,463 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: 11,066 shares; 2024Q4: 11,366 shares; 2025Q1: 12,326 shares; 2025Q2: 12,241 shares; 2025Q3: 13,278 shares; 2025Q4: 14,588 shares; 2026Q1: 14,173 shares 14,173 $59.7M 0.08% -415 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: 267,329 shares; 2024Q4: 337,878 shares; 2025Q1: 406,580 shares; 2025Q2: 343,397 shares; 2025Q3: 340,697 shares; 2025Q4: 438,282 shares; 2026Q1: 451,517 shares 451,517 $59.6M 0.08% +13,235 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 301,215 shares 301,215 $59.2M 0.08% new 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: 27 shares; 2024Q4: 30 shares; 2025Q1: 61 shares; 2025Q2: 76 shares; 2025Q3: 78 shares; 2025Q4: 85 shares; 2026Q1: 82 shares 82 $58.9M 0.08% -3 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 588,526 shares; 2024Q4: 609,820 shares; 2025Q1: 607,596 shares; 2025Q2: 698,419 shares; 2025Q3: 700,721 shares; 2025Q4: 746,393 shares; 2026Q1: 742,992 shares 742,992 $58.7M 0.08% -3,401 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: 44,224 shares; 2024Q4: 44,913 shares; 2025Q1: 56,606 shares; 2025Q2: 57,774 shares; 2025Q3: 56,955 shares; 2025Q4: 64,166 shares; 2026Q1: 67,737 shares 67,737 $58.6M 0.08% +3,571 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,374 shares; 2024Q4: 243,845 shares; 2025Q1: 658,913 shares; 2025Q2: 658,459 shares; 2025Q3: 651,511 shares; 2025Q4: 683,175 shares; 2026Q1: 705,516 shares 705,516 $58.2M 0.08% +22,341 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: 258,619 shares; 2024Q4: 256,293 shares; 2025Q1: 241,559 shares; 2025Q2: 253,816 shares; 2025Q3: 255,634 shares; 2025Q4: 266,186 shares; 2026Q1: 267,392 shares 267,392 $58.1M 0.08% +1,206 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,114 shares; 2024Q4: 179,934 shares; 2025Q1: 325,023 shares; 2025Q2: 308,986 shares; 2025Q3: 364,824 shares; 2025Q4: 431,905 shares; 2026Q1: 458,365 shares 458,365 $57.9M 0.08% +26,460 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: 278,021 shares; 2024Q4: 299,570 shares; 2025Q1: 329,593 shares; 2025Q2: 340,414 shares; 2025Q3: 355,871 shares; 2025Q4: 361,974 shares; 2026Q1: 440,326 shares 440,326 $57.7M 0.08% +78,352 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,294,126 shares; 2024Q4: 2,991,044 shares; 2025Q1: 2,720,664 shares; 2025Q2: 2,650,816 shares; 2025Q3: 2,635,665 shares; 2025Q4: 2,655,805 shares; 2026Q1: 2,659,675 shares 2,659,675 $57.2M 0.08% +3,870 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: 513,818 shares; 2024Q4: 521,929 shares; 2025Q1: 528,368 shares; 2025Q2: 545,681 shares; 2025Q3: 442,515 shares; 2025Q4: 430,982 shares; 2026Q1: 416,500 shares 416,500 $56.9M 0.08% -14,482 Timeline DISV 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: 771,928 shares; 2024Q4: 841,997 shares; 2025Q1: 952,278 shares; 2025Q2: 1,033,796 shares; 2025Q3: 1,201,683 shares; 2025Q4: 1,275,292 shares; 2026Q1: 1,419,318 shares 1,419,318 $56M 0.08% +144,026 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: 862,823 shares; 2024Q4: 861,469 shares; 2025Q1: 863,748 shares; 2025Q2: 604,725 shares; 2025Q3: 603,729 shares; 2025Q4: 596,195 shares; 2026Q1: 626,007 shares 626,007 $55.5M 0.08% +29,812 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: 1,095,920 shares; 2024Q4: 1,164,450 shares; 2025Q1: 1,229,643 shares; 2025Q2: 1,313,393 shares; 2025Q3: 1,364,351 shares; 2025Q4: 1,366,320 shares; 2026Q1: 1,286,453 shares 1,286,453 $55.5M 0.08% -79,867 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,012,443 shares; 2024Q4: 1,038,626 shares; 2025Q1: 1,204,471 shares; 2025Q2: 1,411,828 shares; 2025Q3: 2,033,329 shares; 2025Q4: 5,405,573 shares; 2026Q1: 3,150,747 shares 3,150,747 $55.4M 0.08% -2,254,826 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: 335,189 shares; 2024Q4: 401,151 shares; 2025Q1: 415,891 shares; 2025Q2: 411,285 shares; 2025Q3: 426,875 shares; 2025Q4: 477,090 shares; 2026Q1: 518,240 shares 518,240 $55.2M 0.08% +41,150 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: 255,874 shares; 2024Q4: 351,178 shares; 2025Q1: 333,017 shares; 2025Q2: 839,331 shares; 2025Q3: 870,659 shares; 2025Q4: 871,899 shares; 2026Q1: 915,687 shares 915,687 $54.2M 0.08% +43,788 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: 495,049 shares; 2024Q4: 508,371 shares; 2025Q1: 531,296 shares; 2025Q2: 531,367 shares; 2025Q3: 498,874 shares; 2025Q4: 500,799 shares; 2026Q1: 530,687 shares 530,687 $53.4M 0.08% +29,888 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: 159,901 shares; 2024Q4: 180,721 shares; 2025Q1: 174,306 shares; 2025Q2: 170,459 shares; 2025Q3: 167,272 shares; 2025Q4: 166,759 shares; 2026Q1: 166,480 shares 166,480 $53M 0.08% -279 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: 121,379 shares; 2024Q4: 122,449 shares; 2025Q1: 130,126 shares; 2025Q2: 221,268 shares; 2025Q3: 239,536 shares; 2025Q4: 449,781 shares; 2026Q1: 253,073 shares 253,073 $52.7M 0.07% -196,708 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,564,886 shares; 2024Q4: 1,615,824 shares; 2025Q1: 1,669,519 shares; 2025Q2: 1,574,988 shares; 2025Q3: 1,609,583 shares; 2025Q4: 1,668,862 shares; 2026Q1: 1,813,003 shares 1,813,003 $52.5M 0.07% +144,141 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: 112,288 shares; 2024Q4: 122,280 shares; 2025Q1: 119,472 shares; 2025Q2: 131,425 shares; 2025Q3: 147,578 shares; 2025Q4: 213,976 shares; 2026Q1: 263,185 shares 263,185 $52.4M 0.07% +49,209 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: 443,795 shares; 2024Q4: 418,758 shares; 2025Q1: 423,935 shares; 2025Q2: 429,440 shares; 2025Q3: 407,996 shares; 2025Q4: 521,361 shares; 2026Q1: 532,115 shares 532,115 $52.3M 0.07% +10,754 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: 62,895 shares; 2024Q4: 89,362 shares; 2025Q1: 74,887 shares; 2025Q2: 86,487 shares; 2025Q3: 35,360 shares; 2025Q4: 108,587 shares; 2026Q1: 568,897 shares 568,897 $52.1M 0.07% +460,310 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: 60,345 shares; 2024Q4: 62,520 shares; 2025Q1: 62,859 shares; 2025Q2: 75,404 shares; 2025Q3: 95,083 shares; 2025Q4: 120,781 shares; 2026Q1: 145,961 shares 145,961 $52M 0.07% +25,180 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: 203,318 shares; 2024Q4: 181,425 shares; 2025Q1: 178,771 shares; 2025Q2: 177,451 shares; 2025Q3: 175,300 shares; 2025Q4: 180,588 shares; 2026Q1: 179,563 shares 179,563 $51.5M 0.07% -1,025 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: 336,027 shares; 2024Q4: 341,000 shares; 2025Q1: 387,141 shares; 2025Q2: 356,450 shares; 2025Q3: 430,889 shares; 2025Q4: 747,731 shares; 2026Q1: 775,409 shares 775,409 $51.4M 0.07% +27,678 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 421,478 shares; 2024Q4: 403,378 shares; 2025Q1: 404,872 shares; 2025Q2: 402,741 shares; 2025Q3: 452,834 shares; 2025Q4: 450,508 shares; 2026Q1: 446,747 shares 446,747 $51.3M 0.07% -3,761 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: 315,488 shares; 2024Q4: 310,489 shares; 2025Q1: 337,373 shares; 2025Q2: 338,755 shares; 2025Q3: 332,682 shares; 2025Q4: 294,770 shares; 2026Q1: 329,910 shares 329,910 $50.4M 0.07% +35,140 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: 221,946 shares; 2024Q4: 231,585 shares; 2025Q1: 302,071 shares; 2025Q2: 349,051 shares; 2025Q3: 345,916 shares; 2025Q4: 1,035,999 shares; 2026Q1: 1,020,232 shares 1,020,232 $50.4M 0.07% -15,767 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: 305,535 shares; 2024Q4: 298,402 shares; 2025Q1: 285,464 shares; 2025Q2: 264,460 shares; 2025Q3: 250,332 shares; 2025Q4: 882,955 shares; 2026Q1: 950,858 shares 950,858 $50M 0.07% +67,903 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: 176,960 shares; 2024Q4: 193,920 shares; 2025Q1: 185,775 shares; 2025Q2: 180,637 shares; 2025Q3: 193,425 shares; 2025Q4: 197,590 shares; 2026Q1: 204,679 shares 204,679 $50M 0.07% +7,089 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: 129,896 shares; 2024Q4: 430,133 shares; 2025Q1: 463,829 shares; 2025Q2: 544,600 shares; 2025Q3: 617,245 shares; 2025Q4: 663,248 shares; 2026Q1: 1,275,994 shares 1,275,994 $49.7M 0.07% +612,746 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,006 shares; 2024Q4: 61,951 shares; 2025Q1: 61,625 shares; 2025Q2: 56,119 shares; 2025Q3: 57,206 shares; 2025Q4: 62,833 shares; 2026Q1: 67,570 shares 67,570 $49.2M 0.07% +4,737 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: 607,878 shares; 2024Q4: 573,756 shares; 2025Q1: 569,064 shares; 2025Q2: 574,599 shares; 2025Q3: 550,430 shares; 2025Q4: 363,373 shares; 2026Q1: 690,457 shares 690,457 $49M 0.07% +327,084 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: 226,114 shares; 2024Q4: 227,414 shares; 2025Q1: 228,584 shares; 2025Q2: 234,918 shares; 2025Q3: 236,328 shares; 2025Q4: 245,423 shares; 2026Q1: 247,551 shares 247,551 $48.9M 0.07% +2,128 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: 63,282 shares; 2024Q4: 57,021 shares; 2025Q1: 56,430 shares; 2025Q2: 56,575 shares; 2025Q3: 55,454 shares; 2025Q4: 54,945 shares; 2026Q1: 54,034 shares 54,034 $48.4M 0.07% -911 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,954 shares; 2024Q4: 47,928 shares; 2025Q1: 52,168 shares; 2025Q2: 61,260 shares; 2025Q3: 65,852 shares; 2025Q4: 103,629 shares; 2026Q1: 121,711 shares 121,711 $48.3M 0.07% +18,082 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,394 shares; 2024Q4: 26,517 shares; 2025Q1: 18,148 shares; 2025Q2: 1,654,320 shares; 2025Q3: 2,888,291 shares; 2025Q4: 2,470,418 shares; 2026Q1: 1,928,715 shares 1,928,715 $48M 0.07% -541,703 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: 215,839 shares; 2024Q4: 217,237 shares; 2025Q1: 599,782 shares; 2025Q2: 651,402 shares; 2025Q3: 629,833 shares; 2025Q4: 603,554 shares; 2026Q1: 560,825 shares 560,825 $47.8M 0.07% -42,729 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: 1,984,016 shares; 2024Q4: 1,898,337 shares; 2025Q1: 1,871,667 shares; 2025Q2: 1,836,333 shares; 2025Q3: 1,738,649 shares; 2025Q4: 3,187,455 shares; 2026Q1: 1,698,192 shares 1,698,192 $47.7M 0.07% -1,489,263 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,792 shares; 2024Q4: 5,858 shares; 2025Q1: 5,864 shares; 2025Q2: 104,876 shares; 2025Q3: 107,213 shares; 2025Q4: 109,329 shares; 2026Q1: 115,914 shares 115,914 $47.4M 0.07% +6,585 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: 184,177 shares; 2024Q4: 184,281 shares; 2025Q1: not reported; 2025Q2: 237,656 shares; 2025Q3: 237,320 shares; 2025Q4: 250,259 shares; 2026Q1: 232,064 shares 232,064 $47.2M 0.07% -18,195 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 332,614 shares; 2024Q4: 359,539 shares; 2025Q1: 407,698 shares; 2025Q2: 440,614 shares; 2025Q3: 499,083 shares; 2025Q4: 560,332 shares; 2026Q1: 938,550 shares 938,550 $47M 0.07% +378,218 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 429,295 shares; 2024Q4: 338,397 shares; 2025Q1: 497,222 shares; 2025Q2: 487,070 shares; 2025Q3: 569,931 shares; 2025Q4: 579,240 shares; 2026Q1: 630,081 shares 630,081 $46.9M 0.07% +50,841 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,561 shares; 2024Q4: 95,047 shares; 2025Q1: 97,167 shares; 2025Q2: 128,372 shares; 2025Q3: 154,830 shares; 2025Q4: 180,595 shares; 2026Q1: 173,004 shares 173,004 $46.8M 0.07% -7,591 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,722 shares; 2024Q4: 200,915 shares; 2025Q1: 214,197 shares; 2025Q2: 240,663 shares; 2025Q3: 240,292 shares; 2025Q4: 288,719 shares; 2026Q1: 417,968 shares 417,968 $46.6M 0.07% +129,249 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: 792,858 shares; 2024Q4: 818,073 shares; 2025Q1: 950,324 shares; 2025Q2: 958,780 shares; 2025Q3: 935,545 shares; 2025Q4: 899,935 shares; 2026Q1: 805,744 shares 805,744 $46.4M 0.07% -94,191 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,206 shares; 2024Q4: 187,376 shares; 2025Q1: 203,324 shares; 2025Q2: 206,749 shares; 2025Q3: 192,558 shares; 2025Q4: 213,865 shares; 2026Q1: 233,200 shares 233,200 $46.2M 0.07% +19,335 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: 61,176 shares; 2024Q4: 61,240 shares; 2025Q1: 56,588 shares; 2025Q2: 51,683 shares; 2025Q3: 21,930 shares; 2025Q4: 25,026 shares; 2026Q1: 124,611 shares 124,611 $46.2M 0.07% +99,585 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: 259,357 shares; 2024Q4: 244,477 shares; 2025Q1: 252,045 shares; 2025Q2: 266,446 shares; 2025Q3: 265,280 shares; 2025Q4: 279,857 shares; 2026Q1: 292,637 shares 292,637 $46M 0.07% +12,780 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,629 shares; 2024Q4: 761,887 shares; 2025Q1: 755,457 shares; 2025Q2: 719,850 shares; 2025Q3: 723,891 shares; 2025Q4: 687,721 shares; 2026Q1: 659,185 shares 659,185 $45.7M 0.06% -28,536 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 608,245 shares; 2024Q4: 535,862 shares; 2025Q1: 503,355 shares; 2025Q2: 564,000 shares; 2025Q3: 559,328 shares; 2025Q4: 1,142,935 shares; 2026Q1: 542,609 shares 542,609 $45.3M 0.06% -600,326 Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS 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: 534,132 shares; 2025Q4: 859,097 shares; 2026Q1: 1,145,674 shares 1,145,674 $45.1M 0.06% +286,577 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 382,195 shares; 2025Q3: 387,486 shares; 2025Q4: 383,757 shares; 2026Q1: 385,638 shares 385,638 $44.3M 0.06% +1,881 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: 108,990 shares; 2024Q4: 111,115 shares; 2025Q1: 173,450 shares; 2025Q2: 183,144 shares; 2025Q3: 192,924 shares; 2025Q4: 192,633 shares; 2026Q1: 184,369 shares 184,369 $44.1M 0.06% -8,264 Timeline VPL 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: 133,149 shares; 2024Q4: 122,154 shares; 2025Q1: 466,935 shares; 2025Q2: 466,346 shares; 2025Q3: 448,658 shares; 2025Q4: 467,255 shares; 2026Q1: 445,929 shares 445,929 $43.6M 0.06% -21,326 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: 69,525 shares; 2024Q4: 59,470 shares; 2025Q1: 61,304 shares; 2025Q2: 74,014 shares; 2025Q3: 102,605 shares; 2025Q4: 116,219 shares; 2026Q1: 126,716 shares 126,716 $43.5M 0.06% +10,497 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: 69,643 shares; 2024Q4: 80,836 shares; 2025Q1: 81,433 shares; 2025Q2: 91,471 shares; 2025Q3: 90,610 shares; 2025Q4: 87,348 shares; 2026Q1: 93,128 shares 93,128 $43.1M 0.06% +5,780 Timeline GDS GDS HLDGS LTD More: the full row for GDS HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,211,256 shares; 2024Q4: 1,210,839 shares; 2025Q1: 978,886 shares; 2025Q2: 967,486 shares; 2025Q3: 787,512 shares; 2025Q4: 787,502 shares; 2026Q1: 1,062,310 shares 1,062,310 $42.8M 0.06% +274,808 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: 89,087 shares; 2024Q4: 69,077 shares; 2025Q1: 69,629 shares; 2025Q2: 67,995 shares; 2025Q3: 63,883 shares; 2025Q4: 75,408 shares; 2026Q1: 96,099 shares 96,099 $42.7M 0.06% +20,691 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: 57,691 shares; 2024Q4: 59,460 shares; 2025Q1: 54,192 shares; 2025Q2: 49,879 shares; 2025Q3: 50,885 shares; 2025Q4: 62,527 shares; 2026Q1: 123,676 shares 123,676 $42.7M 0.06% +61,149 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,156,427 shares; 2024Q4: 1,035,913 shares; 2025Q1: 1,121,927 shares; 2025Q2: 1,155,624 shares; 2025Q3: 978,870 shares; 2025Q4: 1,148,770 shares; 2026Q1: 1,486,566 shares 1,486,566 $42.7M 0.06% +337,796 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: 247,677 shares; 2024Q4: 235,340 shares; 2025Q1: 230,309 shares; 2025Q2: 237,331 shares; 2025Q3: 252,506 shares; 2025Q4: 275,699 shares; 2026Q1: 258,915 shares 258,915 $42.6M 0.06% -16,784 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: 21,137 shares; 2024Q4: 74,123 shares; 2025Q1: 75,764 shares; 2025Q2: 93,714 shares; 2025Q3: 78,477 shares; 2025Q4: 74,527 shares; 2026Q1: 376,901 shares 376,901 $42M 0.06% +302,374 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: 44,729 shares; 2024Q4: 48,622 shares; 2025Q1: 68,670 shares; 2025Q2: 88,559 shares; 2025Q3: 108,969 shares; 2025Q4: 130,760 shares; 2026Q1: 167,482 shares 167,482 $42M 0.06% +36,722 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,801 shares; 2025Q2: 9,211 shares; 2025Q3: not reported; 2025Q4: 5,289 shares; 2026Q1: 923,926 shares 923,926 $41.9M 0.06% +918,637 Timeline SCHZ 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: 178,681 shares; 2024Q4: 607,649 shares; 2025Q1: 592,758 shares; 2025Q2: 583,187 shares; 2025Q3: 628,623 shares; 2025Q4: 621,726 shares; 2026Q1: 1,790,371 shares 1,790,371 $41.6M 0.06% +1,168,645 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: 126,719 shares; 2024Q4: 138,055 shares; 2025Q1: 143,129 shares; 2025Q2: 142,554 shares; 2025Q3: 125,636 shares; 2025Q4: 245,002 shares; 2026Q1: 256,232 shares 256,232 $41.4M 0.06% +11,230 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,193 shares; 2024Q4: 59,602 shares; 2025Q1: 61,720 shares; 2025Q2: 3,267,650 shares; 2025Q3: 2,767,502 shares; 2025Q4: 2,110,710 shares; 2026Q1: 1,692,832 shares 1,692,832 $41.1M 0.06% -417,878 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,271,393 shares 1,271,393 $40.9M 0.06% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,045 shares; 2024Q4: 109,229 shares; 2025Q1: 380,742 shares; 2025Q2: 331,714 shares; 2025Q3: 339,738 shares; 2025Q4: 371,419 shares; 2026Q1: 341,775 shares 341,775 $40.8M 0.06% -29,644 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: 189,960 shares; 2024Q4: 187,009 shares; 2025Q1: 185,248 shares; 2025Q2: 196,226 shares; 2025Q3: 196,628 shares; 2025Q4: 203,851 shares; 2026Q1: 438,847 shares 438,847 $40.6M 0.06% +234,996 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: 408,939 shares; 2024Q4: 449,235 shares; 2025Q1: 475,668 shares; 2025Q2: 549,865 shares; 2025Q3: 521,252 shares; 2025Q4: 547,569 shares; 2026Q1: 568,932 shares 568,932 $40.5M 0.06% +21,363 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: 176,584 shares; 2024Q4: 150,931 shares; 2025Q1: 138,537 shares; 2025Q2: 196,949 shares; 2025Q3: 213,626 shares; 2025Q4: 300,587 shares; 2026Q1: 333,589 shares 333,589 $40.4M 0.06% +33,002 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: 384,392 shares; 2024Q4: 380,485 shares; 2025Q1: 380,597 shares; 2025Q2: 391,909 shares; 2025Q3: 397,528 shares; 2025Q4: 415,190 shares; 2026Q1: 431,707 shares 431,707 $40.1M 0.06% +16,517 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: 122,105 shares; 2024Q4: 75,456 shares; 2025Q1: 62,230 shares; 2025Q2: 66,167 shares; 2025Q3: 64,335 shares; 2025Q4: 304,466 shares; 2026Q1: 270,453 shares 270,453 $39.7M 0.06% -34,013 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: 278,281 shares; 2024Q4: 280,440 shares; 2025Q1: 291,617 shares; 2025Q2: 298,748 shares; 2025Q3: 281,844 shares; 2025Q4: 275,933 shares; 2026Q1: 273,823 shares 273,823 $39.6M 0.06% -2,110 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: 59,092 shares; 2024Q4: 57,626 shares; 2025Q1: 81,627 shares; 2025Q2: 80,473 shares; 2025Q3: 87,501 shares; 2025Q4: 130,961 shares; 2026Q1: 111,973 shares 111,973 $39.6M 0.06% -18,988 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: 61,890 shares; 2024Q4: 46,679 shares; 2025Q1: 42,984 shares; 2025Q2: 35,717 shares; 2025Q3: 57,443 shares; 2025Q4: 80,973 shares; 2026Q1: 82,077 shares 82,077 $39.4M 0.06% +1,104 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: 778,474 shares; 2024Q4: 764,512 shares; 2025Q1: 777,309 shares; 2025Q2: 783,883 shares; 2025Q3: 970,633 shares; 2025Q4: 1,056,258 shares; 2026Q1: 1,174,201 shares 1,174,201 $39.4M 0.06% +117,943 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 475,301 shares; 2024Q4: 480,724 shares; 2025Q1: 534,087 shares; 2025Q2: 534,256 shares; 2025Q3: 517,655 shares; 2025Q4: 469,143 shares; 2026Q1: 352,884 shares 352,884 $39M 0.06% -116,259 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: 359,846 shares; 2024Q4: 355,338 shares; 2025Q1: 356,794 shares; 2025Q2: 353,702 shares; 2025Q3: 357,225 shares; 2025Q4: 364,763 shares; 2026Q1: 422,426 shares 422,426 $38.9M 0.06% +57,663 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,950 shares; 2024Q4: 8,489 shares; 2025Q1: 8,327 shares; 2025Q2: 8,396 shares; 2025Q3: 9,715 shares; 2025Q4: 15,452 shares; 2026Q1: 260,748 shares 260,748 $38.4M 0.05% +245,296 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 908,936 shares; 2024Q4: 616,435 shares; 2025Q1: 316,974 shares; 2025Q2: 397,959 shares; 2025Q3: 537,128 shares; 2025Q4: 584,026 shares; 2026Q1: 552,368 shares 552,368 $38.2M 0.05% -31,658 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: 253,872 shares; 2024Q4: 171,841 shares; 2025Q1: 254,020 shares; 2025Q2: 245,790 shares; 2025Q3: 250,653 shares; 2025Q4: 270,326 shares; 2026Q1: 270,352 shares 270,352 $37.7M 0.05% +26 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: 72,917 shares; 2024Q4: 83,014 shares; 2025Q1: 174,126 shares; 2025Q2: 125,160 shares; 2025Q3: 127,327 shares; 2025Q4: 137,389 shares; 2026Q1: 127,207 shares 127,207 $37.6M 0.05% -10,182 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,569 shares; 2024Q4: 87,890 shares; 2025Q1: 108,387 shares; 2025Q2: 115,875 shares; 2025Q3: 131,693 shares; 2025Q4: 283,592 shares; 2026Q1: 411,855 shares 411,855 $37.5M 0.05% +128,263 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: 65,830 shares; 2024Q4: 68,582 shares; 2025Q1: 139,341 shares; 2025Q2: 75,062 shares; 2025Q3: 116,022 shares; 2025Q4: 356,866 shares; 2026Q1: 204,113 shares 204,113 $37.2M 0.05% -152,753 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,686 shares; 2024Q4: 125,657 shares; 2025Q1: 260,963 shares; 2025Q2: 317,894 shares; 2025Q3: 305,782 shares; 2025Q4: 179,904 shares; 2026Q1: 213,048 shares 213,048 $37M 0.05% +33,144 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: 83,214 shares; 2024Q4: 82,206 shares; 2025Q1: 136,052 shares; 2025Q2: 118,996 shares; 2025Q3: 144,173 shares; 2025Q4: 164,276 shares; 2026Q1: 170,097 shares 170,097 $36.8M 0.05% +5,821 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: 625,723 shares; 2026Q1: 646,629 shares 646,629 $36.8M 0.05% +20,906 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,998 shares; 2024Q4: 71,328 shares; 2025Q1: 195,850 shares; 2025Q2: 220,351 shares; 2025Q3: 214,382 shares; 2025Q4: 216,462 shares; 2026Q1: 231,787 shares 231,787 $36.4M 0.05% +15,325 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,680 shares; 2024Q4: 198,520 shares; 2025Q1: 202,671 shares; 2025Q2: 197,061 shares; 2025Q3: 230,795 shares; 2025Q4: 264,441 shares; 2026Q1: 275,406 shares 275,406 $36.4M 0.05% +10,965 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: 73,777 shares; 2024Q4: 75,462 shares; 2025Q1: 88,427 shares; 2025Q2: 102,911 shares; 2025Q3: 110,568 shares; 2025Q4: 114,708 shares; 2026Q1: 124,627 shares 124,627 $36.4M 0.05% +9,919 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: 150,721 shares; 2024Q4: 148,988 shares; 2025Q1: 234,450 shares; 2025Q2: 270,185 shares; 2025Q3: 279,951 shares; 2025Q4: 265,663 shares; 2026Q1: 262,248 shares 262,248 $36.3M 0.05% -3,415 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 313,226 shares; 2024Q4: 321,242 shares; 2025Q1: 315,757 shares; 2025Q2: 365,795 shares; 2025Q3: 374,613 shares; 2025Q4: 425,654 shares; 2026Q1: 543,849 shares 543,849 $36.2M 0.05% +118,195 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: 794,410 shares; 2024Q4: 735,355 shares; 2025Q1: 474,694 shares; 2025Q2: 995,618 shares; 2025Q3: 995,572 shares; 2025Q4: 980,613 shares; 2026Q1: 1,566,106 shares 1,566,106 $35.9M 0.05% +585,493 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 612,781 shares; 2024Q4: 553,496 shares; 2025Q1: 561,808 shares; 2025Q2: 600,944 shares; 2025Q3: 651,001 shares; 2025Q4: 644,577 shares; 2026Q1: 706,033 shares 706,033 $35.3M 0.05% +61,456 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233,435 shares; 2024Q4: 230,848 shares; 2025Q1: 231,114 shares; 2025Q2: 222,738 shares; 2025Q3: 228,971 shares; 2025Q4: 229,945 shares; 2026Q1: 266,001 shares 266,001 $35.2M 0.05% +36,056 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: 83,803 shares; 2024Q4: 79,394 shares; 2025Q1: 78,116 shares; 2025Q2: 84,366 shares; 2025Q3: 88,877 shares; 2025Q4: 120,741 shares; 2026Q1: 109,900 shares 109,900 $35.2M 0.05% -10,841 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,286 shares; 2024Q4: 119,980 shares; 2025Q1: 373,524 shares; 2025Q2: 377,104 shares; 2025Q3: 401,241 shares; 2025Q4: 474,094 shares; 2026Q1: 466,974 shares 466,974 $35.2M 0.05% -7,120 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: 274,158 shares; 2024Q4: 277,230 shares; 2025Q1: 348,400 shares; 2025Q2: 350,350 shares; 2025Q3: 267,987 shares; 2025Q4: 356,949 shares; 2026Q1: 430,179 shares 430,179 $35.2M 0.05% +73,230 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: 108,520 shares; 2024Q4: 93,230 shares; 2025Q1: 94,146 shares; 2025Q2: 94,708 shares; 2025Q3: 91,100 shares; 2025Q4: 234,668 shares; 2026Q1: 130,638 shares 130,638 $34.8M 0.05% -104,030 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,973 shares; 2024Q4: 115,036 shares; 2025Q1: 194,969 shares; 2025Q2: 244,159 shares; 2025Q3: 300,016 shares; 2025Q4: 619,303 shares; 2026Q1: 609,261 shares 609,261 $34.5M 0.05% -10,042 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: 15,548 shares; 2024Q4: 16,060 shares; 2025Q1: 16,020 shares; 2025Q2: 13,858 shares; 2025Q3: 20,534 shares; 2025Q4: 34,227 shares; 2026Q1: 43,972 shares 43,972 $34M 0.05% +9,745 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 344,107 shares; 2024Q4: 344,539 shares; 2025Q1: 339,624 shares; 2025Q2: 335,445 shares; 2025Q3: 336,774 shares; 2025Q4: 340,760 shares; 2026Q1: 351,201 shares 351,201 $34M 0.05% +10,441 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,093 shares; 2024Q4: 71,384 shares; 2025Q1: 85,583 shares; 2025Q2: 82,325 shares; 2025Q3: 82,164 shares; 2025Q4: 82,900 shares; 2026Q1: 81,434 shares 81,434 $33.9M 0.05% -1,466 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: 269,276 shares; 2024Q4: 716,327 shares; 2025Q1: 715,514 shares; 2025Q2: 995,771 shares; 2025Q3: 956,278 shares; 2025Q4: 944,145 shares; 2026Q1: 1,103,286 shares 1,103,286 $33.9M 0.05% +159,141 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: 91,104 shares; 2024Q4: 95,601 shares; 2025Q1: 103,477 shares; 2025Q2: 115,813 shares; 2025Q3: 184,988 shares; 2025Q4: 198,081 shares; 2026Q1: 256,384 shares 256,384 $33.6M 0.05% +58,303 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 624,222 shares; 2026Q1: 672,838 shares 672,838 $33.3M 0.05% +48,616 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 50,671 shares; 2025Q3: 71,138 shares; 2025Q4: 67,591 shares; 2026Q1: 52,382 shares 52,382 $33.3M 0.05% -15,209 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: 217,972 shares; 2024Q4: 242,145 shares; 2025Q1: 227,146 shares; 2025Q2: 222,338 shares; 2025Q3: 253,244 shares; 2025Q4: 283,016 shares; 2026Q1: 299,606 shares 299,606 $32.9M 0.05% +16,590 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: 587,673 shares; 2024Q4: 523,618 shares; 2025Q1: 538,472 shares; 2025Q2: 541,812 shares; 2025Q3: 536,204 shares; 2025Q4: 525,168 shares; 2026Q1: 642,610 shares 642,610 $32.8M 0.05% +117,442 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,587 shares; 2024Q4: 87,242 shares; 2025Q1: 106,226 shares; 2025Q2: 121,791 shares; 2025Q3: 150,628 shares; 2025Q4: 158,660 shares; 2026Q1: 130,796 shares 130,796 $32.7M 0.05% -27,864 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: 375,895 shares; 2024Q4: 1,175,220 shares; 2025Q1: 1,108,983 shares; 2025Q2: 1,143,261 shares; 2025Q3: 1,122,640 shares; 2025Q4: 1,120,531 shares; 2026Q1: 1,301,632 shares 1,301,632 $32.7M 0.05% +181,101 Timeline ISWN AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,553,641 shares; 2024Q4: 1,536,635 shares; 2025Q1: 1,518,779 shares; 2025Q2: 1,486,945 shares; 2025Q3: 1,484,063 shares; 2025Q4: 1,491,511 shares; 2026Q1: 1,518,840 shares 1,518,840 $32.7M 0.05% +27,329 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: 117,790 shares; 2024Q4: 117,479 shares; 2025Q1: 123,358 shares; 2025Q2: 125,709 shares; 2025Q3: 127,963 shares; 2025Q4: 255,339 shares; 2026Q1: 155,186 shares 155,186 $32.6M 0.05% -100,153 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: 422,112 shares; 2024Q4: 413,262 shares; 2025Q1: 385,671 shares; 2025Q2: 539,238 shares; 2025Q3: 575,041 shares; 2025Q4: 612,958 shares; 2026Q1: 482,066 shares 482,066 $31.8M 0.05% -130,892 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: 58,535 shares; 2024Q4: 70,450 shares; 2025Q1: 60,013 shares; 2025Q2: 125,355 shares; 2025Q3: 187,843 shares; 2025Q4: 249,127 shares; 2026Q1: 293,430 shares 293,430 $31.8M 0.05% +44,303 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,486 shares; 2024Q4: 14,077 shares; 2025Q1: 20,900 shares; 2025Q2: 34,608 shares; 2025Q3: 90,589 shares; 2025Q4: 131,549 shares; 2026Q1: 149,882 shares 149,882 $31.8M 0.05% +18,333 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: 617,980 shares; 2024Q4: 518,731 shares; 2025Q1: 648,266 shares; 2025Q2: 432,095 shares; 2025Q3: 536,496 shares; 2025Q4: 446,887 shares; 2026Q1: 440,706 shares 440,706 $31.7M 0.04% -6,181 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: 98,838 shares; 2024Q4: 97,437 shares; 2025Q1: 104,380 shares; 2025Q2: 110,007 shares; 2025Q3: 107,007 shares; 2025Q4: 110,544 shares; 2026Q1: 110,261 shares 110,261 $31.3M 0.04% -283 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: 233,472 shares; 2024Q4: 184,109 shares; 2025Q1: 189,125 shares; 2025Q2: 201,023 shares; 2025Q3: 195,645 shares; 2025Q4: 178,020 shares; 2026Q1: 184,275 shares 184,275 $31.2M 0.04% +6,255 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: 123,972 shares; 2024Q4: 132,331 shares; 2025Q1: 156,787 shares; 2025Q2: 187,095 shares; 2025Q3: 198,773 shares; 2025Q4: 469,991 shares; 2026Q1: 547,521 shares 547,521 $31M 0.04% +77,530 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,587 shares; 2024Q4: 118,726 shares; 2025Q1: 195,420 shares; 2025Q2: 95,640 shares; 2025Q3: 403,479 shares; 2025Q4: 955,876 shares; 2026Q1: 946,919 shares 946,919 $31M 0.04% -8,957 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: 110,660 shares; 2024Q4: 139,875 shares; 2025Q1: 103,830 shares; 2025Q2: 96,221 shares; 2025Q3: 104,859 shares; 2025Q4: 121,051 shares; 2026Q1: 125,255 shares 125,255 $30.9M 0.04% +4,204 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: 118,367 shares; 2024Q4: 169,248 shares; 2025Q1: 172,619 shares; 2025Q2: 145,198 shares; 2025Q3: 204,735 shares; 2025Q4: 243,510 shares; 2026Q1: 292,822 shares 292,822 $30.8M 0.04% +49,312 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,929 shares; 2024Q4: 48,952 shares; 2025Q1: 61,446 shares; 2025Q2: 62,021 shares; 2025Q3: 78,276 shares; 2025Q4: 85,257 shares; 2026Q1: 78,517 shares 78,517 $30.5M 0.04% -6,740 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,106 shares; 2024Q4: 123,341 shares; 2025Q1: 173,122 shares; 2025Q2: 232,479 shares; 2025Q3: 258,391 shares; 2025Q4: 203,264 shares; 2026Q1: 215,091 shares 215,091 $30.4M 0.04% +11,827 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,178 shares; 2024Q4: 167,544 shares; 2025Q1: 173,069 shares; 2025Q2: 166,802 shares; 2025Q3: 167,858 shares; 2025Q4: 196,673 shares; 2026Q1: 206,124 shares 206,124 $30.1M 0.04% +9,451 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: not reported; 2024Q4: 386,909 shares; 2025Q1: 425,896 shares; 2025Q2: 709,047 shares; 2025Q3: 750,127 shares; 2025Q4: 868,015 shares; 2026Q1: 637,695 shares 637,695 $30M 0.04% -230,320 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: 24,070 shares; 2024Q4: 24,798 shares; 2025Q1: 24,130 shares; 2025Q2: 66,761 shares; 2025Q3: 61,689 shares; 2025Q4: 106,983 shares; 2026Q1: 741,529 shares 741,529 $29.8M 0.04% +634,546 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 611,784 shares; 2024Q4: 607,946 shares; 2025Q1: 614,794 shares; 2025Q2: 746,593 shares; 2025Q3: 758,426 shares; 2025Q4: 755,295 shares; 2026Q1: 731,689 shares 731,689 $29.5M 0.04% -23,606 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: 140,527 shares; 2024Q4: 141,376 shares; 2025Q1: 169,140 shares; 2025Q2: 104,575 shares; 2025Q3: 99,576 shares; 2025Q4: 85,623 shares; 2026Q1: 101,487 shares 101,487 $29.5M 0.04% +15,864 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 841,663 shares; 2024Q4: 868,964 shares; 2025Q1: 873,881 shares; 2025Q2: 838,237 shares; 2025Q3: 834,882 shares; 2025Q4: 844,223 shares; 2026Q1: 887,746 shares 887,746 $29.4M 0.04% +43,523 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 890,399 shares 890,399 $29.3M 0.04% new Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 882,350 shares; 2024Q4: 984,023 shares; 2025Q1: 884,516 shares; 2025Q2: 929,364 shares; 2025Q3: 1,045,612 shares; 2025Q4: 1,257,779 shares; 2026Q1: 1,428,598 shares 1,428,598 $29.2M 0.04% +170,819 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: 287,033 shares; 2024Q4: 298,774 shares; 2025Q1: 310,151 shares; 2025Q2: 453,923 shares; 2025Q3: 452,586 shares; 2025Q4: 410,723 shares; 2026Q1: 401,702 shares 401,702 $29.1M 0.04% -9,021 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,267 shares; 2024Q4: 133,865 shares; 2025Q1: 134,002 shares; 2025Q2: 140,611 shares; 2025Q3: 93,821 shares; 2025Q4: 93,089 shares; 2026Q1: 100,849 shares 100,849 $29M 0.04% +7,760 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,696 shares; 2024Q4: 93,071 shares; 2025Q1: 96,772 shares; 2025Q2: 106,746 shares; 2025Q3: 114,473 shares; 2025Q4: 123,903 shares; 2026Q1: 115,980 shares 115,980 $28.9M 0.04% -7,923 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,967 shares; 2025Q3: 6,967 shares; 2025Q4: 545,924 shares; 2026Q1: 575,284 shares 575,284 $28.8M 0.04% +29,360 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: 64,659 shares; 2024Q4: 63,065 shares; 2025Q1: 63,769 shares; 2025Q2: 84,396 shares; 2025Q3: 86,437 shares; 2025Q4: 95,932 shares; 2026Q1: 96,834 shares 96,834 $28.3M 0.04% +902 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,494 shares; 2025Q4: 7,453 shares; 2026Q1: 252,190 shares 252,190 $28.3M 0.04% +244,737 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282,238 shares; 2024Q4: 232,507 shares; 2025Q1: 219,420 shares; 2025Q2: 244,736 shares; 2025Q3: 249,551 shares; 2025Q4: 202,926 shares; 2026Q1: 207,706 shares 207,706 $28.3M 0.04% +4,780 Timeline VDC 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: 10,681 shares; 2024Q4: 11,126 shares; 2025Q1: 153,164 shares; 2025Q2: 140,298 shares; 2025Q3: 128,296 shares; 2025Q4: 126,021 shares; 2026Q1: 124,963 shares 124,963 $28.1M 0.04% -1,058 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,056 shares; 2024Q4: 24,919 shares; 2025Q1: 109,228 shares; 2025Q2: 120,623 shares; 2025Q3: 144,081 shares; 2025Q4: 156,141 shares; 2026Q1: 147,655 shares 147,655 $27.9M 0.04% -8,486 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: 165,740 shares; 2024Q4: 508,947 shares; 2025Q1: 431,133 shares; 2025Q2: 379,667 shares; 2025Q3: 343,845 shares; 2025Q4: 335,726 shares; 2026Q1: 316,695 shares 316,695 $27.8M 0.04% -19,031 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,921 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 760,984 shares 760,984 $27.6M 0.04% new Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,027 shares; 2024Q4: 19,556 shares; 2025Q1: 19,175 shares; 2025Q2: 30,625 shares; 2025Q3: 33,342 shares; 2025Q4: 517,315 shares; 2026Q1: 517,202 shares 517,202 $27.5M 0.04% -113 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,068 shares; 2024Q4: 47,298 shares; 2025Q1: 45,764 shares; 2025Q2: 320,881 shares; 2025Q3: 212,595 shares; 2025Q4: 180,912 shares; 2026Q1: 288,589 shares 288,589 $27.4M 0.04% +107,677 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 905,280 shares; 2024Q4: 918,764 shares; 2025Q1: 934,927 shares; 2025Q2: 305,697 shares; 2025Q3: 296,474 shares; 2025Q4: 289,674 shares; 2026Q1: 286,054 shares 286,054 $27.1M 0.04% -3,620 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,405 shares; 2024Q4: 6,342 shares; 2025Q1: 21,699 shares; 2025Q2: 30,452 shares; 2025Q3: 29,441 shares; 2025Q4: 23,871 shares; 2026Q1: 24,732 shares 24,732 $27M 0.04% +861 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: 535,148 shares; 2024Q4: 589,228 shares; 2025Q1: 613,136 shares; 2025Q2: 553,491 shares; 2025Q3: 558,327 shares; 2025Q4: 773,617 shares; 2026Q1: 886,124 shares 886,124 $26.9M 0.04% +112,507 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: 9,728 shares; 2024Q4: 11,800 shares; 2025Q1: 13,979 shares; 2025Q2: 16,026 shares; 2025Q3: 19,108 shares; 2025Q4: 18,847 shares; 2026Q1: 26,918 shares 26,918 $26.4M 0.04% +8,071 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: 108,341 shares; 2024Q4: 76,502 shares; 2025Q1: 82,195 shares; 2025Q2: 94,662 shares; 2025Q3: 109,945 shares; 2025Q4: 116,114 shares; 2026Q1: 121,804 shares 121,804 $26.1M 0.04% +5,690 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: 354,150 shares; 2024Q4: 339,737 shares; 2025Q1: 299,274 shares; 2025Q2: 303,248 shares; 2025Q3: 266,784 shares; 2025Q4: 538,001 shares; 2026Q1: 289,524 shares 289,524 $25.9M 0.04% -248,477 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,231 shares; 2025Q1: 356,393 shares; 2025Q2: 783,008 shares; 2025Q3: 1,009,622 shares; 2025Q4: 2,259,563 shares; 2026Q1: 1,622,804 shares 1,622,804 $25.7M 0.04% -636,759 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: 543,110 shares; 2024Q4: 549,108 shares; 2025Q1: 532,506 shares; 2025Q2: 544,251 shares; 2025Q3: 576,988 shares; 2025Q4: 601,445 shares; 2026Q1: 556,828 shares 556,828 $25.6M 0.04% -44,617 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: 56,493 shares; 2024Q4: 66,600 shares; 2025Q1: 113,059 shares; 2025Q2: 144,216 shares; 2025Q3: 144,910 shares; 2025Q4: 147,752 shares; 2026Q1: 195,285 shares 195,285 $25.6M 0.04% +47,533 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,106 shares; 2024Q4: 209,736 shares; 2025Q1: 232,083 shares; 2025Q2: 231,340 shares; 2025Q3: 220,415 shares; 2025Q4: 227,682 shares; 2026Q1: 227,103 shares 227,103 $25.5M 0.04% -579 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,239 shares; 2024Q4: 75,407 shares; 2025Q1: 89,726 shares; 2025Q2: 95,659 shares; 2025Q3: 93,828 shares; 2025Q4: 91,352 shares; 2026Q1: 95,875 shares 95,875 $25.5M 0.04% +4,523 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,187 shares; 2024Q4: 53,813 shares; 2025Q1: 63,473 shares; 2025Q2: 67,763 shares; 2025Q3: 91,061 shares; 2025Q4: 117,116 shares; 2026Q1: 121,852 shares 121,852 $25.4M 0.04% +4,736 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,323 shares; 2024Q4: 76,885 shares; 2025Q1: 86,845 shares; 2025Q2: 123,164 shares; 2025Q3: 116,151 shares; 2025Q4: 128,858 shares; 2026Q1: 224,098 shares 224,098 $25.4M 0.04% +95,240 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,291 shares; 2024Q4: 837,301 shares; 2025Q1: 1,068,719 shares; 2025Q2: 892,808 shares; 2025Q3: 923,575 shares; 2025Q4: 2,680,839 shares; 2026Q1: 1,136,263 shares 1,136,263 $25.3M 0.04% -1,544,576 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: 176,102 shares; 2024Q4: 172,139 shares; 2025Q1: 178,638 shares; 2025Q2: 202,639 shares; 2025Q3: 229,556 shares; 2025Q4: 344,248 shares; 2026Q1: 428,909 shares 428,909 $25.2M 0.04% +84,661 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: 103,875 shares; 2024Q4: 109,529 shares; 2025Q1: 113,419 shares; 2025Q2: 138,989 shares; 2025Q3: 146,837 shares; 2025Q4: 490,997 shares; 2026Q1: 548,973 shares 548,973 $25.2M 0.04% +57,976 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: 191,414 shares; 2024Q4: 190,015 shares; 2025Q1: 228,602 shares; 2025Q2: 227,531 shares; 2025Q3: 233,670 shares; 2025Q4: 241,120 shares; 2026Q1: 260,784 shares 260,784 $25.2M 0.04% +19,664 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: 900,992 shares; 2024Q4: 909,296 shares; 2025Q1: 771,362 shares; 2025Q2: 742,197 shares; 2025Q3: 731,706 shares; 2025Q4: 675,835 shares; 2026Q1: 533,526 shares 533,526 $25.1M 0.04% -142,309 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,153 shares; 2024Q4: 169,283 shares; 2025Q1: 177,296 shares; 2025Q2: 176,595 shares; 2025Q3: 89,370 shares; 2025Q4: 57,167 shares; 2026Q1: 541,480 shares 541,480 $25M 0.04% +484,313 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,277 shares; 2024Q4: 63,645 shares; 2025Q1: 61,744 shares; 2025Q2: 70,624 shares; 2025Q3: 81,624 shares; 2025Q4: 85,963 shares; 2026Q1: 89,265 shares 89,265 $24.9M 0.04% +3,302 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,375 shares; 2024Q4: 45,778 shares; 2025Q1: 29,307 shares; 2025Q2: 27,397 shares; 2025Q3: 25,274 shares; 2025Q4: 406,332 shares; 2026Q1: 410,501 shares 410,501 $24.7M 0.04% +4,169 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,598 shares; 2024Q4: 52,463 shares; 2025Q1: 39,547 shares; 2025Q2: 30,876 shares; 2025Q3: 54,729 shares; 2025Q4: 206,553 shares; 2026Q1: 327,071 shares 327,071 $24.6M 0.03% +120,518 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296,759 shares; 2024Q4: 249,219 shares; 2025Q1: 126,839 shares; 2025Q2: 158,432 shares; 2025Q3: 159,717 shares; 2025Q4: 179,675 shares; 2026Q1: 144,059 shares 144,059 $24.6M 0.03% -35,616 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: 25,398 shares; 2024Q4: 34,060 shares; 2025Q1: 26,434 shares; 2025Q2: 46,692 shares; 2025Q3: 27,614 shares; 2025Q4: 194,307 shares; 2026Q1: 219,572 shares 219,572 $24.3M 0.03% +25,265 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: 12,641 shares; 2024Q4: 12,328 shares; 2025Q1: 12,825 shares; 2025Q2: 18,514 shares; 2025Q3: 23,003 shares; 2025Q4: 22,782 shares; 2026Q1: 32,878 shares 32,878 $24.3M 0.03% +10,096 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,011 shares; 2024Q4: 20,650 shares; 2025Q1: 18,083 shares; 2025Q2: 20,371 shares; 2025Q3: 20,030 shares; 2025Q4: 231,744 shares; 2026Q1: 221,474 shares 221,474 $24.1M 0.03% -10,270 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,258 shares; 2024Q4: 59,327 shares; 2025Q1: 64,697 shares; 2025Q2: 174,125 shares; 2025Q3: 166,238 shares; 2025Q4: 112,048 shares; 2026Q1: 242,249 shares 242,249 $24.1M 0.03% +130,201 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 525,258 shares 525,258 $24.1M 0.03% new 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: 435,571 shares; 2024Q4: 432,177 shares; 2025Q1: 244,040 shares; 2025Q2: 177,459 shares; 2025Q3: 179,346 shares; 2025Q4: 181,695 shares; 2026Q1: 191,923 shares 191,923 $24.1M 0.03% +10,228 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: 26,543 shares; 2024Q4: 26,113 shares; 2025Q1: 28,660 shares; 2025Q2: 31,981 shares; 2025Q3: 34,582 shares; 2025Q4: 34,844 shares; 2026Q1: 35,136 shares 35,136 $24M 0.03% +292 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,296 shares; 2024Q4: 72,583 shares; 2025Q1: 87,230 shares; 2025Q2: 104,608 shares; 2025Q3: 128,881 shares; 2025Q4: 124,399 shares; 2026Q1: 139,770 shares 139,770 $23.9M 0.03% +15,371 Timeline SPIB 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: 785,541 shares; 2024Q4: 802,385 shares; 2025Q1: 742,669 shares; 2025Q2: 726,133 shares; 2025Q3: 693,462 shares; 2025Q4: 710,924 shares; 2026Q1: 712,435 shares 712,435 $23.9M 0.03% +1,511 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: 395,516 shares; 2024Q4: 470,226 shares; 2025Q1: 474,624 shares; 2025Q2: 486,793 shares; 2025Q3: 492,641 shares; 2025Q4: 492,300 shares; 2026Q1: 631,472 shares 631,472 $23.9M 0.03% +139,172 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,483,801 shares; 2024Q4: 1,485,612 shares; 2025Q1: 1,903,166 shares; 2025Q2: 1,882,695 shares; 2025Q3: 1,828,960 shares; 2025Q4: 1,794,782 shares; 2026Q1: 1,810,495 shares 1,810,495 $23.8M 0.03% +15,713 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 359,838 shares; 2024Q4: 358,574 shares; 2025Q1: 381,368 shares; 2025Q2: 380,625 shares; 2025Q3: 377,792 shares; 2025Q4: 380,164 shares; 2026Q1: 417,483 shares 417,483 $23.7M 0.03% +37,319 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: 35,794 shares; 2024Q4: 31,284 shares; 2025Q1: 29,165 shares; 2025Q2: 36,682 shares; 2025Q3: 46,542 shares; 2025Q4: 54,912 shares; 2026Q1: 60,381 shares 60,381 $23.7M 0.03% +5,469 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: 40,082 shares; 2024Q4: 44,050 shares; 2025Q1: 43,067 shares; 2025Q2: 39,420 shares; 2025Q3: 39,862 shares; 2025Q4: 40,325 shares; 2026Q1: 54,097 shares 54,097 $23.6M 0.03% +13,772 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,896 shares; 2024Q4: 64,670 shares; 2025Q1: 306,042 shares; 2025Q2: 309,553 shares; 2025Q3: 373,570 shares; 2025Q4: 359,951 shares; 2026Q1: 330,573 shares 330,573 $23.5M 0.03% -29,378 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,860 shares; 2024Q4: 202,660 shares; 2025Q1: 194,611 shares; 2025Q2: 194,367 shares; 2025Q3: 195,884 shares; 2025Q4: 194,462 shares; 2026Q1: 196,117 shares 196,117 $23.2M 0.03% +1,655 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: 142,699 shares; 2024Q4: 193,128 shares; 2025Q1: 168,032 shares; 2025Q2: 163,103 shares; 2025Q3: 137,544 shares; 2025Q4: 242,701 shares; 2026Q1: 294,943 shares 294,943 $23.2M 0.03% +52,242 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: 266,665 shares; 2024Q4: 268,141 shares; 2025Q1: 264,627 shares; 2025Q2: 256,235 shares; 2025Q3: 258,520 shares; 2025Q4: 245,374 shares; 2026Q1: 267,513 shares 267,513 $23.2M 0.03% +22,139 Timeline DFIS 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: 427,338 shares; 2024Q4: 455,782 shares; 2025Q1: 488,856 shares; 2025Q2: 526,925 shares; 2025Q3: 602,113 shares; 2025Q4: 638,091 shares; 2026Q1: 688,365 shares 688,365 $23.2M 0.03% +50,274 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 719,493 shares; 2024Q4: 765,440 shares; 2025Q1: 792,822 shares; 2025Q2: 762,772 shares; 2025Q3: 800,979 shares; 2025Q4: 854,148 shares; 2026Q1: 677,133 shares 677,133 $23M 0.03% -177,015 Timeline SPMD 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: 78,369 shares; 2024Q4: 84,804 shares; 2025Q1: 83,352 shares; 2025Q2: 128,408 shares; 2025Q3: 128,167 shares; 2025Q4: 144,296 shares; 2026Q1: 387,471 shares 387,471 $22.9M 0.03% +243,175 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373,499 shares; 2024Q4: 379,735 shares; 2025Q1: 186,475 shares; 2025Q2: 331,102 shares; 2025Q3: 197,802 shares; 2025Q4: 342,693 shares; 2026Q1: 382,525 shares 382,525 $22.9M 0.03% +39,832 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,694 shares; 2024Q4: 85,156 shares; 2025Q1: 84,817 shares; 2025Q2: 82,469 shares; 2025Q3: 78,384 shares; 2025Q4: 69,248 shares; 2026Q1: 85,079 shares 85,079 $22.7M 0.03% +15,831 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: 66,085 shares; 2024Q4: 65,385 shares; 2025Q1: 64,911 shares; 2025Q2: 64,430 shares; 2025Q3: 63,778 shares; 2025Q4: 67,791 shares; 2026Q1: 72,245 shares 72,245 $22.7M 0.03% +4,454 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS 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: 1,745,837 shares 1,745,837 $22.6M 0.03% new Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299,788 shares; 2024Q4: 334,852 shares; 2025Q1: 290,893 shares; 2025Q2: 325,894 shares; 2025Q3: 348,297 shares; 2025Q4: 360,205 shares; 2026Q1: 349,137 shares 349,137 $22.6M 0.03% -11,068 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 389,682 shares 389,682 $22.5M 0.03% new 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: 85,255 shares; 2024Q4: 68,507 shares; 2025Q1: 68,463 shares; 2025Q2: 65,013 shares; 2025Q3: 56,525 shares; 2025Q4: 74,243 shares; 2026Q1: 68,721 shares 68,721 $22.5M 0.03% -5,522 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: 174,343 shares; 2024Q4: 165,889 shares; 2025Q1: 187,646 shares; 2025Q2: 185,830 shares; 2025Q3: 193,827 shares; 2025Q4: 248,435 shares; 2026Q1: 312,949 shares 312,949 $22.3M 0.03% +64,514 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: 31,211 shares; 2024Q4: 35,403 shares; 2025Q1: 49,895 shares; 2025Q2: 60,890 shares; 2025Q3: 84,165 shares; 2025Q4: 162,661 shares; 2026Q1: 187,749 shares 187,749 $22.3M 0.03% +25,088 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: 29,695 shares; 2024Q4: 28,126 shares; 2025Q1: 30,844 shares; 2025Q2: 38,828 shares; 2025Q3: 43,920 shares; 2025Q4: 48,437 shares; 2026Q1: 46,857 shares 46,857 $22.2M 0.03% -1,580 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,932 shares; 2024Q4: 619,842 shares; 2025Q1: 617,821 shares; 2025Q2: 530,224 shares; 2025Q3: 540,264 shares; 2025Q4: 528,397 shares; 2026Q1: 488,490 shares 488,490 $22.1M 0.03% -39,907 Timeline PAXS PIMCO ACCESS INCOME FUND More: the full row for PIMCO ACCESS INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 51,138 shares; 2025Q2: 51,138 shares; 2025Q3: 51,138 shares; 2025Q4: 100,002 shares; 2026Q1: 1,532,951 shares 1,532,951 $22.1M 0.03% +1,432,949 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: 120,678 shares; 2024Q4: 118,941 shares; 2025Q1: 117,997 shares; 2025Q2: 85,520 shares; 2025Q3: 62,736 shares; 2025Q4: 70,715 shares; 2026Q1: 80,981 shares 80,981 $22.1M 0.03% +10,266 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,566 shares; 2024Q4: 32,336 shares; 2025Q1: 28,757 shares; 2025Q2: 96,643 shares; 2025Q3: 102,431 shares; 2025Q4: 85,150 shares; 2026Q1: 81,311 shares 81,311 $22M 0.03% -3,839 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,144 shares; 2024Q4: 79,782 shares; 2025Q1: 85,645 shares; 2025Q2: 97,573 shares; 2025Q3: 109,463 shares; 2025Q4: 115,275 shares; 2026Q1: 109,716 shares 109,716 $21.9M 0.03% -5,559 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: 36,994 shares; 2024Q4: 32,148 shares; 2025Q1: 39,828 shares; 2025Q2: 37,603 shares; 2025Q3: 40,399 shares; 2025Q4: 47,193 shares; 2026Q1: 67,369 shares 67,369 $21.7M 0.03% +20,176 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382,949 shares; 2024Q4: 393,667 shares; 2025Q1: 404,605 shares; 2025Q2: 407,129 shares; 2025Q3: 431,911 shares; 2025Q4: 435,016 shares; 2026Q1: 435,659 shares 435,659 $21.7M 0.03% +643 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,242 shares; 2024Q4: 75,222 shares; 2025Q1: 78,416 shares; 2025Q2: 102,531 shares; 2025Q3: 132,624 shares; 2025Q4: 95,733 shares; 2026Q1: 123,411 shares 123,411 $21.7M 0.03% +27,678 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: 232,664 shares; 2024Q4: 229,081 shares; 2025Q1: 241,508 shares; 2025Q2: 254,381 shares; 2025Q3: 264,622 shares; 2025Q4: 261,738 shares; 2026Q1: 258,586 shares 258,586 $21.6M 0.03% -3,152 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235,597 shares; 2024Q4: 169,557 shares; 2025Q1: 180,896 shares; 2025Q2: 175,781 shares; 2025Q3: 175,988 shares; 2025Q4: 188,492 shares; 2026Q1: 262,621 shares 262,621 $21.6M 0.03% +74,129 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,710 shares; 2024Q4: 338,704 shares; 2025Q1: 337,946 shares; 2025Q2: 441,098 shares; 2025Q3: 462,137 shares; 2025Q4: 389,851 shares; 2026Q1: 509,061 shares 509,061 $21.6M 0.03% +119,210 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: not reported; 2024Q4: 12,117 shares; 2025Q1: 20,677 shares; 2025Q2: 28,043 shares; 2025Q3: 86,868 shares; 2025Q4: 273,545 shares; 2026Q1: 320,833 shares 320,833 $21.5M 0.03% +47,288 Timeline SPIP 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: 888,795 shares; 2024Q4: 895,945 shares; 2025Q1: 899,523 shares; 2025Q2: 867,475 shares; 2025Q3: 838,358 shares; 2025Q4: 836,120 shares; 2026Q1: 825,939 shares 825,939 $21.5M 0.03% -10,181 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,887 shares; 2024Q4: 28,887 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 301,998 shares 301,998 $21.4M 0.03% new Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,157 shares; 2024Q4: 65,208 shares; 2025Q1: 132,703 shares; 2025Q2: 164,264 shares; 2025Q3: 203,000 shares; 2025Q4: 224,916 shares; 2026Q1: 226,501 shares 226,501 $21.3M 0.03% +1,585 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 343,950 shares; 2024Q4: 422,959 shares; 2025Q1: 485,968 shares; 2025Q2: 284,874 shares; 2025Q3: 298,041 shares; 2025Q4: 443,479 shares; 2026Q1: 434,432 shares 434,432 $21.3M 0.03% -9,047 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: 71,335 shares; 2024Q4: 71,081 shares; 2025Q1: 74,218 shares; 2025Q2: 75,197 shares; 2025Q3: 96,853 shares; 2025Q4: 209,923 shares; 2026Q1: 96,037 shares 96,037 $21.2M 0.03% -113,886 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,365 shares; 2024Q4: 61,319 shares; 2025Q1: 80,703 shares; 2025Q2: 82,291 shares; 2025Q3: 85,031 shares; 2025Q4: 89,509 shares; 2026Q1: 92,050 shares 92,050 $21.2M 0.03% +2,541 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: 43,834 shares; 2024Q4: 55,796 shares; 2025Q1: 58,067 shares; 2025Q2: 34,764 shares; 2025Q3: 48,444 shares; 2025Q4: 152,635 shares; 2026Q1: 156,153 shares 156,153 $21.2M 0.03% +3,518 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,076 shares; 2024Q4: 25,290 shares; 2025Q1: 25,951 shares; 2025Q2: 101,970 shares; 2025Q3: 125,387 shares; 2025Q4: 192,091 shares; 2026Q1: 171,766 shares 171,766 $21.2M 0.03% -20,325 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: 289,861 shares; 2024Q4: 274,430 shares; 2025Q1: 317,634 shares; 2025Q2: 366,405 shares; 2025Q3: 433,718 shares; 2025Q4: 457,356 shares; 2026Q1: 510,862 shares 510,862 $21M 0.03% +53,506 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: 16,678 shares; 2024Q4: 14,147 shares; 2025Q1: 15,201 shares; 2025Q2: 222,285 shares; 2025Q3: 226,672 shares; 2025Q4: 231,609 shares; 2026Q1: 226,252 shares 226,252 $20.9M 0.03% -5,357 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 514,649 shares; 2024Q4: 464,576 shares; 2025Q1: 444,024 shares; 2025Q2: 422,634 shares; 2025Q3: 409,968 shares; 2025Q4: 384,767 shares; 2026Q1: 1,135,996 shares 1,135,996 $20.9M 0.03% +751,229 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: 27,240 shares; 2024Q4: 36,481 shares; 2025Q1: 60,985 shares; 2025Q2: 71,545 shares; 2025Q3: 91,490 shares; 2025Q4: 98,257 shares; 2026Q1: 84,036 shares 84,036 $20.9M 0.03% -14,221 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261,461 shares; 2024Q4: 264,038 shares; 2025Q1: 182,649 shares; 2025Q2: 310,131 shares; 2025Q3: 329,729 shares; 2025Q4: 395,321 shares; 2026Q1: 560,635 shares 560,635 $20.9M 0.03% +165,314 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,978 shares; 2024Q4: 106,433 shares; 2025Q1: 99,537 shares; 2025Q2: 118,719 shares; 2025Q3: 118,902 shares; 2025Q4: 124,840 shares; 2026Q1: 427,811 shares 427,811 $20.7M 0.03% +302,971 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,961 shares; 2024Q4: 54,973 shares; 2025Q1: 60,143 shares; 2025Q2: 67,806 shares; 2025Q3: 68,797 shares; 2025Q4: 81,286 shares; 2026Q1: 107,814 shares 107,814 $20.5M 0.03% +26,528 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,509 shares; 2024Q4: 45,250 shares; 2025Q1: 121,073 shares; 2025Q2: 119,909 shares; 2025Q3: 124,904 shares; 2025Q4: 121,417 shares; 2026Q1: 360,206 shares 360,206 $20.5M 0.03% +238,789 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,310 shares; 2024Q4: 31,443 shares; 2025Q1: 33,385 shares; 2025Q2: 31,076 shares; 2025Q3: 30,621 shares; 2025Q4: 41,062 shares; 2026Q1: 69,372 shares 69,372 $20.2M 0.03% +28,310 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,118 shares; 2024Q4: 100,167 shares; 2025Q1: 108,609 shares; 2025Q2: 109,041 shares; 2025Q3: 108,212 shares; 2025Q4: 106,099 shares; 2026Q1: 248,230 shares 248,230 $20.1M 0.03% +142,131 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,761 shares; 2024Q4: 50,715 shares; 2025Q1: 61,673 shares; 2025Q2: 77,852 shares; 2025Q3: 73,959 shares; 2025Q4: 163,359 shares; 2026Q1: 121,216 shares 121,216 $20M 0.03% -42,143 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: 147,372 shares; 2024Q4: 148,681 shares; 2025Q1: 137,439 shares; 2025Q2: 132,440 shares; 2025Q3: 131,128 shares; 2025Q4: 128,446 shares; 2026Q1: 132,188 shares 132,188 $20M 0.03% +3,742 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: 106,485 shares; 2024Q4: 107,555 shares; 2025Q1: 107,655 shares; 2025Q2: 109,152 shares; 2025Q3: 110,229 shares; 2025Q4: 115,390 shares; 2026Q1: 104,854 shares 104,854 $19.9M 0.03% -10,536 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: 109,928 shares; 2024Q4: 103,531 shares; 2025Q1: 109,030 shares; 2025Q2: 109,967 shares; 2025Q3: 111,314 shares; 2025Q4: 114,247 shares; 2026Q1: 127,817 shares 127,817 $19.9M 0.03% +13,570 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,022 shares; 2024Q4: 5,649 shares; 2025Q1: 5,079 shares; 2025Q2: 5,213 shares; 2025Q3: 6,236 shares; 2025Q4: 7,117 shares; 2026Q1: 251,113 shares 251,113 $19.9M 0.03% +243,996 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: 263,827 shares; 2024Q4: 269,557 shares; 2025Q1: 292,513 shares; 2025Q2: 274,566 shares; 2025Q3: 123,516 shares; 2025Q4: 134,618 shares; 2026Q1: 163,687 shares 163,687 $19.8M 0.03% +29,069 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,894,185 shares; 2024Q4: 1,829,065 shares; 2025Q1: 1,859,137 shares; 2025Q2: 1,854,045 shares; 2025Q3: 1,854,156 shares; 2025Q4: 1,824,489 shares; 2026Q1: 1,821,111 shares 1,821,111 $19.8M 0.03% -3,378 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: 39,116 shares; 2024Q4: 102,870 shares; 2025Q1: 106,416 shares; 2025Q2: 110,576 shares; 2025Q3: 110,008 shares; 2025Q4: 110,429 shares; 2026Q1: 390,393 shares 390,393 $19.8M 0.03% +279,964 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 479,723 shares 479,723 $19.7M 0.03% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272,761 shares; 2024Q4: 277,941 shares; 2025Q1: 305,905 shares; 2025Q2: 305,794 shares; 2025Q3: 289,879 shares; 2025Q4: 253,056 shares; 2026Q1: 246,430 shares 246,430 $19.6M 0.03% -6,626 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: 42,994 shares; 2024Q4: 28,446 shares; 2025Q1: 39,654 shares; 2025Q2: 61,630 shares; 2025Q3: 71,115 shares; 2025Q4: 128,420 shares; 2026Q1: 179,097 shares 179,097 $19.5M 0.03% +50,677 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,966 shares; 2024Q4: 62,253 shares; 2025Q1: 101,293 shares; 2025Q2: 115,549 shares; 2025Q3: 130,803 shares; 2025Q4: 113,497 shares; 2026Q1: 128,170 shares 128,170 $19.3M 0.03% +14,673 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,875 shares; 2024Q4: 4,926 shares; 2025Q1: 4,336 shares; 2025Q2: 4,550 shares; 2025Q3: 4,390 shares; 2025Q4: 4,799 shares; 2026Q1: 11,142 shares 11,142 $19.3M 0.03% +6,343 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213,051 shares; 2024Q4: 214,261 shares; 2025Q1: 301,576 shares; 2025Q2: 249,584 shares; 2025Q3: 281,436 shares; 2025Q4: 255,131 shares; 2026Q1: 199,114 shares 199,114 $19.2M 0.03% -56,017 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,449 shares; 2024Q4: 21,033 shares; 2025Q1: 37,488 shares; 2025Q2: 85,939 shares; 2025Q3: 122,288 shares; 2025Q4: 248,286 shares; 2026Q1: 297,480 shares 297,480 $19.1M 0.03% +49,194 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,024 shares; 2024Q4: 41,737 shares; 2025Q1: 33,361 shares; 2025Q2: 58,774 shares; 2025Q3: 103,626 shares; 2025Q4: 133,759 shares; 2026Q1: 144,529 shares 144,529 $19M 0.03% +10,770 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 571,738 shares; 2024Q4: 597,654 shares; 2025Q1: 650,774 shares; 2025Q2: 679,579 shares; 2025Q3: 634,967 shares; 2025Q4: 667,848 shares; 2026Q1: 590,534 shares 590,534 $18.9M 0.03% -77,314 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: 197,825 shares; 2024Q4: 193,260 shares; 2025Q1: 203,791 shares; 2025Q2: 390,052 shares; 2025Q3: 381,771 shares; 2025Q4: 420,032 shares; 2026Q1: 406,417 shares 406,417 $18.9M 0.03% -13,615 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: 131,129 shares; 2024Q4: 223,748 shares; 2025Q1: 236,180 shares; 2025Q2: 226,840 shares; 2025Q3: 233,864 shares; 2025Q4: 251,278 shares; 2026Q1: 331,070 shares 331,070 $18.8M 0.03% +79,792 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280,617 shares; 2024Q4: 281,983 shares; 2025Q1: 253,182 shares; 2025Q2: 442,909 shares; 2025Q3: 265,478 shares; 2025Q4: 280,563 shares; 2026Q1: 400,954 shares 400,954 $18.6M 0.03% +120,391 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: 47,993 shares; 2024Q4: 50,845 shares; 2025Q1: 40,817 shares; 2025Q2: 30,228 shares; 2025Q3: 45,401 shares; 2025Q4: 218,725 shares; 2026Q1: 225,079 shares 225,079 $18.6M 0.03% +6,354 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,104 shares; 2024Q4: 246,205 shares; 2025Q1: 251,582 shares; 2025Q2: 202,583 shares; 2025Q3: 210,307 shares; 2025Q4: 173,001 shares; 2026Q1: 674,802 shares 674,802 $18.5M 0.03% +501,801 Timeline VSGX 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: 271,176 shares; 2024Q4: 273,700 shares; 2025Q1: 278,465 shares; 2025Q2: 261,155 shares; 2025Q3: 238,742 shares; 2025Q4: 251,683 shares; 2026Q1: 257,427 shares 257,427 $18.5M 0.03% +5,744 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: 129,234 shares; 2024Q4: 89,459 shares; 2025Q1: 81,231 shares; 2025Q2: 127,236 shares; 2025Q3: 125,525 shares; 2025Q4: 154,204 shares; 2026Q1: 106,738 shares 106,738 $18.4M 0.03% -47,466 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: 33,321 shares; 2024Q4: 31,909 shares; 2025Q1: 36,244 shares; 2025Q2: 37,521 shares; 2025Q3: 33,499 shares; 2025Q4: 33,357 shares; 2026Q1: 37,912 shares 37,912 $18.4M 0.03% +4,555 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,177 shares; 2024Q4: 25,406 shares; 2025Q1: 26,504 shares; 2025Q2: 41,290 shares; 2025Q3: 50,065 shares; 2025Q4: 48,943 shares; 2026Q1: 61,453 shares 61,453 $18.3M 0.03% +12,510 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,042 shares; 2024Q4: 29,179 shares; 2025Q1: 34,782 shares; 2025Q2: 37,957 shares; 2025Q3: 55,713 shares; 2025Q4: 180,494 shares; 2026Q1: 203,323 shares 203,323 $18.3M 0.03% +22,829 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: 153,352 shares; 2024Q4: 590,517 shares; 2025Q1: 591,456 shares; 2025Q2: 558,014 shares; 2025Q3: 539,517 shares; 2025Q4: 529,604 shares; 2026Q1: 649,070 shares 649,070 $18.1M 0.03% +119,466 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 371,874 shares; 2024Q4: 404,482 shares; 2025Q1: 382,434 shares; 2025Q2: 383,625 shares; 2025Q3: 322,816 shares; 2025Q4: 808,636 shares; 2026Q1: 1,001,805 shares 1,001,805 $18.1M 0.03% +193,169 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354,244 shares; 2024Q4: 242,530 shares; 2025Q1: 225,836 shares; 2025Q2: 229,607 shares; 2025Q3: 197,363 shares; 2025Q4: 187,635 shares; 2026Q1: 291,816 shares 291,816 $18M 0.03% +104,181 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,067 shares; 2024Q4: 653,608 shares; 2025Q1: 661,888 shares; 2025Q2: 659,583 shares; 2025Q3: 584,010 shares; 2025Q4: 317,955 shares; 2026Q1: 311,398 shares 311,398 $18M 0.03% -6,557 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,456 shares; 2024Q4: 270,994 shares; 2025Q1: 269,028 shares; 2025Q2: 264,757 shares; 2025Q3: 271,428 shares; 2025Q4: 431,457 shares; 2026Q1: 893,770 shares 893,770 $17.9M 0.03% +462,313 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 747,291 shares; 2024Q4: 581,336 shares; 2025Q1: 606,802 shares; 2025Q2: 618,751 shares; 2025Q3: 628,911 shares; 2025Q4: 1,208,164 shares; 2026Q1: 1,244,847 shares 1,244,847 $17.9M 0.03% +36,683 Timeline III INFORMATION SVCS GROUP INC More: the full row for INFORMATION SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,329,078 shares; 2024Q4: 4,329,489 shares; 2025Q1: 4,332,576 shares; 2025Q2: 5,023,533 shares; 2025Q3: 5,023,754 shares; 2025Q4: 4,530,797 shares; 2026Q1: 4,651,499 shares 4,651,499 $17.9M 0.03% +120,702 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,031 shares; 2024Q4: 30,219 shares; 2025Q1: 35,941 shares; 2025Q2: 36,390 shares; 2025Q3: 38,878 shares; 2025Q4: 61,493 shares; 2026Q1: 58,453 shares 58,453 $17.8M 0.03% -3,040 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: 28,171 shares; 2024Q4: 19,607 shares; 2025Q1: 13,243 shares; 2025Q2: 68,871 shares; 2025Q3: 96,517 shares; 2025Q4: 370,160 shares; 2026Q1: 203,036 shares 203,036 $17.8M 0.03% -167,124 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,464 shares; 2024Q4: 112,324 shares; 2025Q1: 133,049 shares; 2025Q2: 140,161 shares; 2025Q3: 231,493 shares; 2025Q4: 704,183 shares; 2026Q1: 221,108 shares 221,108 $17.8M 0.03% -483,075 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: 114,431 shares; 2024Q4: 121,719 shares; 2025Q1: 124,578 shares; 2025Q2: 107,307 shares; 2025Q3: 102,188 shares; 2025Q4: 89,119 shares; 2026Q1: 122,400 shares 122,400 $17.7M 0.03% +33,281 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 409,706 shares; 2024Q4: 364,069 shares; 2025Q1: 490,149 shares; 2025Q2: 404,555 shares; 2025Q3: 355,083 shares; 2025Q4: 340,243 shares; 2026Q1: 334,878 shares 334,878 $17.7M 0.03% -5,365 Timeline FNDA 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: 126,385 shares; 2024Q4: 911,712 shares; 2025Q1: 901,689 shares; 2025Q2: 869,828 shares; 2025Q3: 553,449 shares; 2025Q4: 522,948 shares; 2026Q1: 542,589 shares 542,589 $17.6M 0.02% +19,641 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,696 shares; 2024Q4: 68,899 shares; 2025Q1: 49,520 shares; 2025Q2: 98,907 shares; 2025Q3: 95,731 shares; 2025Q4: 92,583 shares; 2026Q1: 154,346 shares 154,346 $17.6M 0.02% +61,763 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: 175,699 shares; 2024Q4: 183,317 shares; 2025Q1: 189,549 shares; 2025Q2: 212,487 shares; 2025Q3: 235,982 shares; 2025Q4: 329,784 shares; 2026Q1: 240,772 shares 240,772 $17.5M 0.02% -89,012 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: 7,952 shares; 2024Q4: 7,952 shares; 2025Q1: 8,457 shares; 2025Q2: 9,570 shares; 2025Q3: 9,170 shares; 2025Q4: 391,952 shares; 2026Q1: 302,226 shares 302,226 $17.5M 0.02% -89,726 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,233 shares; 2024Q4: 12,780 shares; 2025Q1: 12,998 shares; 2025Q2: 10,216 shares; 2025Q3: 9,146 shares; 2025Q4: 6,815 shares; 2026Q1: 285,193 shares 285,193 $17.5M 0.02% +278,378 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 790,636 shares; 2024Q4: 757,719 shares; 2025Q1: 928,213 shares; 2025Q2: 854,222 shares; 2025Q3: 558,615 shares; 2025Q4: 478,605 shares; 2026Q1: 474,483 shares 474,483 $17.4M 0.02% -4,122 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374,410 shares; 2024Q4: 420,542 shares; 2025Q1: 763,311 shares; 2025Q2: 611,506 shares; 2025Q3: 607,021 shares; 2025Q4: 605,927 shares; 2026Q1: 659,356 shares 659,356 $17.4M 0.02% +53,429 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,246 shares; 2024Q4: 219,451 shares; 2025Q1: 218,658 shares; 2025Q2: 254,464 shares; 2025Q3: 289,398 shares; 2025Q4: 426,948 shares; 2026Q1: 410,141 shares 410,141 $17.4M 0.02% -16,807 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,652 shares; 2024Q4: 155,580 shares; 2025Q1: 183,509 shares; 2025Q2: 133,764 shares; 2025Q3: 257,462 shares; 2025Q4: 252,496 shares; 2026Q1: 281,714 shares 281,714 $17.2M 0.02% +29,218 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: 6,661 shares; 2024Q4: 7,096 shares; 2025Q1: 7,298 shares; 2025Q2: 12,815 shares; 2025Q3: 16,904 shares; 2025Q4: 19,635 shares; 2026Q1: 25,166 shares 25,166 $17.1M 0.02% +5,531 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: 399,304 shares; 2024Q4: 430,920 shares; 2025Q1: 445,940 shares; 2025Q2: 428,323 shares; 2025Q3: 400,694 shares; 2025Q4: 412,678 shares; 2026Q1: 626,821 shares 626,821 $17.1M 0.02% +214,143 Timeline BAPR 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: 203,820 shares; 2024Q4: 195,759 shares; 2025Q1: 190,955 shares; 2025Q2: 378,934 shares; 2025Q3: 338,831 shares; 2025Q4: 327,624 shares; 2026Q1: 348,558 shares 348,558 $17.1M 0.02% +20,934 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 722,263 shares; 2024Q4: 800,198 shares; 2025Q1: 788,774 shares; 2025Q2: 755,667 shares; 2025Q3: 818,143 shares; 2025Q4: 705,245 shares; 2026Q1: 702,134 shares 702,134 $17.1M 0.02% -3,111 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,212 shares; 2024Q4: 155,475 shares; 2025Q1: 138,919 shares; 2025Q2: 126,480 shares; 2025Q3: 112,933 shares; 2025Q4: 121,123 shares; 2026Q1: 409,501 shares 409,501 $17.1M 0.02% +288,378 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: 5,917 shares; 2024Q4: 4,281 shares; 2025Q1: 17,495 shares; 2025Q2: 38,441 shares; 2025Q3: 58,616 shares; 2025Q4: 276,324 shares; 2026Q1: 305,895 shares 305,895 $17M 0.02% +29,571 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: 241,403 shares; 2024Q4: 298,668 shares; 2025Q1: 295,357 shares; 2025Q2: 294,089 shares; 2025Q3: 296,956 shares; 2025Q4: 300,960 shares; 2026Q1: 247,943 shares 247,943 $16.9M 0.02% -53,017 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,822 shares; 2024Q4: 126,834 shares; 2025Q1: 212,923 shares; 2025Q2: 205,160 shares; 2025Q3: 212,705 shares; 2025Q4: 217,507 shares; 2026Q1: 209,931 shares 209,931 $16.8M 0.02% -7,576 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,672 shares; 2024Q4: 26,398 shares; 2025Q1: 29,189 shares; 2025Q2: 33,716 shares; 2025Q3: 38,741 shares; 2025Q4: 72,221 shares; 2026Q1: 81,831 shares 81,831 $16.7M 0.02% +9,610 Timeline ESGU 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: 57,479 shares; 2024Q4: 69,804 shares; 2025Q1: 70,311 shares; 2025Q2: 87,477 shares; 2025Q3: 95,683 shares; 2025Q4: 95,748 shares; 2026Q1: 116,599 shares 116,599 $16.5M 0.02% +20,851 Timeline