VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,056,838 shares; 2024Q4: 1,054,033 shares; 2025Q1: 1,023,943 shares; 2025Q2: 1,024,392 shares; 2025Q3: 1,017,956 shares; 2025Q4: 1,016,084 shares; 2026Q1: 1,040,017 shares 1,040,017 $454M 5.58% +23,933 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: 2,108,681 shares; 2024Q4: 2,163,588 shares; 2025Q1: 2,143,783 shares; 2025Q2: 2,109,740 shares; 2025Q3: 2,094,165 shares; 2025Q4: 2,117,942 shares; 2026Q1: 2,176,884 shares 2,176,884 $427M 5.24% +58,942 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: 501,175 shares; 2024Q4: 676,064 shares; 2025Q1: 654,674 shares; 2025Q2: 658,277 shares; 2025Q3: 640,805 shares; 2025Q4: 644,156 shares; 2026Q1: 651,929 shares 651,929 $278M 3.41% +7,773 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: 900,678 shares; 2024Q4: 970,615 shares; 2025Q1: 926,612 shares; 2025Q2: 921,480 shares; 2025Q3: 942,821 shares; 2025Q4: 911,166 shares; 2026Q1: 920,961 shares 920,961 $234M 2.87% +9,795 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,217,845 shares; 2024Q4: 1,182,831 shares; 2025Q1: 1,400,119 shares; 2025Q2: 1,728,286 shares; 2025Q3: 1,885,633 shares; 2025Q4: 2,037,050 shares; 2026Q1: 2,200,695 shares 2,200,695 $199M 2.45% +163,645 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: 361,012 shares; 2024Q4: 441,119 shares; 2025Q1: 952,977 shares; 2025Q2: 1,479,230 shares; 2025Q3: 1,842,394 shares; 2025Q4: 2,158,395 shares; 2026Q1: 2,439,340 shares 2,439,340 $180M 2.21% +280,945 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: 847,549 shares; 2024Q4: 822,212 shares; 2025Q1: 792,246 shares; 2025Q2: 777,889 shares; 2025Q3: 785,889 shares; 2025Q4: 800,045 shares; 2026Q1: 822,036 shares 822,036 $179M 2.19% +21,991 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: 2,957,167 shares; 2024Q4: 3,134,225 shares; 2025Q1: 2,860,469 shares; 2025Q2: 2,757,780 shares; 2025Q3: 2,746,914 shares; 2025Q4: 2,920,472 shares; 2026Q1: 3,243,897 shares 3,243,897 $175M 2.15% +323,425 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,506 shares; 2024Q4: 146,658 shares; 2025Q1: 155,241 shares; 2025Q2: 208,832 shares; 2025Q3: 222,920 shares; 2025Q4: 256,152 shares; 2026Q1: 279,939 shares 279,939 $167M 2.05% +23,787 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 507,869 shares; 2024Q4: 535,846 shares; 2025Q1: 512,280 shares; 2025Q2: 513,229 shares; 2025Q3: 510,225 shares; 2025Q4: 523,404 shares; 2026Q1: 531,766 shares 531,766 $161M 1.97% +8,362 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: 959,011 shares; 2024Q4: 912,832 shares; 2025Q1: 864,215 shares; 2025Q2: 889,680 shares; 2025Q3: 899,557 shares; 2025Q4: 893,813 shares; 2026Q1: 913,707 shares 913,707 $159M 1.96% +19,894 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: 321,891 shares; 2024Q4: 322,963 shares; 2025Q1: 298,662 shares; 2025Q2: 314,788 shares; 2025Q3: 318,862 shares; 2025Q4: 312,019 shares; 2026Q1: 310,205 shares 310,205 $115M 1.41% -1,814 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: 2,732,196 shares; 2024Q4: 2,563,270 shares; 2025Q1: 2,477,929 shares; 2025Q2: 2,407,713 shares; 2025Q3: 2,196,757 shares; 2025Q4: 1,971,365 shares; 2026Q1: 1,964,393 shares 1,964,393 $95.8M 1.18% -6,972 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: 216,599 shares; 2024Q4: 146,565 shares; 2025Q1: 138,310 shares; 2025Q2: 139,195 shares; 2025Q3: 138,598 shares; 2025Q4: 136,512 shares; 2026Q1: 139,767 shares 139,767 $91.3M 1.12% +3,255 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: 132,061 shares; 2024Q4: 133,593 shares; 2025Q1: 354,845 shares; 2025Q2: 357,716 shares; 2025Q3: 355,025 shares; 2025Q4: 354,325 shares; 2026Q1: 371,432 shares 371,432 $91M 1.12% +17,107 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,770,151 shares; 2024Q4: 3,178,300 shares; 2025Q1: 3,037,697 shares; 2025Q2: 2,859,928 shares; 2025Q3: 2,793,442 shares; 2025Q4: 2,751,843 shares; 2026Q1: 3,536,409 shares 3,536,409 $87.5M 1.07% +784,566 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: 383,542 shares; 2024Q4: 388,500 shares; 2025Q1: 400,743 shares; 2025Q2: 395,517 shares; 2025Q3: 389,893 shares; 2025Q4: 398,421 shares; 2026Q1: 402,812 shares 402,812 $86.1M 1.06% +4,391 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: 807,109 shares; 2024Q4: 2,378,954 shares; 2025Q1: 2,188,744 shares; 2025Q2: 1,621,940 shares; 2025Q3: 1,472,264 shares; 2025Q4: 1,296,003 shares; 2026Q1: 3,338,839 shares 3,338,839 $85.6M 1.05% +2,042,836 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: 1,502,108 shares; 2024Q4: 1,527,650 shares; 2025Q1: 1,394,581 shares; 2025Q2: 1,371,357 shares; 2025Q3: 1,361,737 shares; 2025Q4: 1,329,679 shares; 2026Q1: 1,333,248 shares 1,333,248 $85.4M 1.05% +3,569 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: 943,354 shares; 2024Q4: 970,845 shares; 2025Q1: 984,172 shares; 2025Q2: 1,021,283 shares; 2025Q3: 1,040,999 shares; 2025Q4: 1,090,462 shares; 2026Q1: 1,145,992 shares 1,145,992 $79.9M 0.98% +55,530 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: 1,762,156 shares; 2024Q4: 1,841,039 shares; 2025Q1: 1,620,289 shares; 2025Q2: 1,515,519 shares; 2025Q3: 1,329,809 shares; 2025Q4: 1,426,283 shares; 2026Q1: 1,472,743 shares 1,472,743 $77.7M 0.95% +46,460 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: 382,429 shares; 2024Q4: 370,191 shares; 2025Q1: 349,537 shares; 2025Q2: 376,895 shares; 2025Q3: 380,992 shares; 2025Q4: 370,101 shares; 2026Q1: 369,607 shares 369,607 $77M 0.95% -494 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: 275,540 shares; 2024Q4: 251,379 shares; 2025Q1: 237,899 shares; 2025Q2: 236,123 shares; 2025Q3: 238,617 shares; 2025Q4: 236,189 shares; 2026Q1: 242,116 shares 242,116 $69.6M 0.85% +5,927 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: 356,256 shares; 2024Q4: 354,649 shares; 2025Q1: 350,791 shares; 2025Q2: 348,451 shares; 2025Q3: 342,189 shares; 2025Q4: 362,087 shares; 2026Q1: 361,254 shares 361,254 $69.3M 0.85% -833 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: 198,294 shares; 2024Q4: 222,986 shares; 2025Q1: 205,867 shares; 2025Q2: 203,662 shares; 2025Q3: 199,716 shares; 2025Q4: 207,438 shares; 2026Q1: 209,912 shares 209,912 $67.3M 0.83% +2,474 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: 1,027,277 shares; 2024Q4: 1,024,925 shares; 2025Q1: 1,019,555 shares; 2025Q2: 1,009,455 shares; 2025Q3: 946,289 shares; 2025Q4: 928,475 shares; 2026Q1: 933,545 shares 933,545 $66.2M 0.81% +5,070 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: 1,903,191 shares; 2024Q4: 1,882,153 shares; 2025Q1: 1,592,768 shares; 2025Q2: 1,395,734 shares; 2025Q3: 1,310,816 shares; 2025Q4: 1,301,006 shares; 2026Q1: 1,279,108 shares 1,279,108 $62M 0.76% -21,898 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: 224,219 shares; 2024Q4: 215,324 shares; 2025Q1: 198,393 shares; 2025Q2: 200,988 shares; 2025Q3: 207,385 shares; 2025Q4: 207,551 shares; 2026Q1: 213,222 shares 213,222 $61.2M 0.75% +5,671 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: 84 shares; 2024Q4: 83 shares; 2025Q1: 82 shares; 2025Q2: 81 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $57.5M 0.71% 0 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: 237,683 shares; 2024Q4: 263,739 shares; 2025Q1: 239,696 shares; 2025Q2: 178,520 shares; 2025Q3: 178,501 shares; 2025Q4: 184,004 shares; 2026Q1: 204,738 shares 204,738 $53.6M 0.66% +20,734 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: 105,302 shares; 2024Q4: 107,288 shares; 2025Q1: 105,220 shares; 2025Q2: 107,135 shares; 2025Q3: 107,883 shares; 2025Q4: 106,867 shares; 2026Q1: 108,001 shares 108,001 $51.8M 0.64% +1,134 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: 151,506 shares; 2024Q4: 1,091,745 shares; 2025Q1: 1,070,787 shares; 2025Q2: 1,328,370 shares; 2025Q3: 1,360,107 shares; 2025Q4: 1,379,427 shares; 2026Q1: 1,660,526 shares 1,660,526 $51M 0.63% +281,099 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: 163,653 shares; 2024Q4: 162,151 shares; 2025Q1: 154,363 shares; 2025Q2: 138,988 shares; 2025Q3: 136,447 shares; 2025Q4: 143,474 shares; 2026Q1: 141,727 shares 141,727 $50.5M 0.62% -1,747 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: 549,620 shares; 2024Q4: 543,307 shares; 2025Q1: 529,583 shares; 2025Q2: 522,233 shares; 2025Q3: 530,480 shares; 2025Q4: 515,056 shares; 2026Q1: 511,239 shares 511,239 $49.7M 0.61% -3,817 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: 166,026 shares; 2024Q4: 175,435 shares; 2025Q1: 169,559 shares; 2025Q2: 173,323 shares; 2025Q3: 170,702 shares; 2025Q4: 165,515 shares; 2026Q1: 165,908 shares 165,908 $48.8M 0.6% +393 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: 88,611 shares; 2024Q4: 85,195 shares; 2025Q1: 82,170 shares; 2025Q2: 84,663 shares; 2025Q3: 83,609 shares; 2025Q4: 80,948 shares; 2026Q1: 82,582 shares 82,582 $47.3M 0.58% +1,634 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: 147,943 shares; 2024Q4: 139,168 shares; 2025Q1: 148,645 shares; 2025Q2: 148,856 shares; 2025Q3: 149,814 shares; 2025Q4: 146,949 shares; 2026Q1: 151,300 shares 151,300 $46.8M 0.58% +4,351 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: 432,385 shares; 2024Q4: 225,974 shares; 2025Q1: 232,216 shares; 2025Q2: 271,345 shares; 2025Q3: 274,695 shares; 2025Q4: 288,053 shares; 2026Q1: 438,228 shares 438,228 $46.5M 0.57% +150,175 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: 500,956 shares; 2024Q4: 496,589 shares; 2025Q1: 478,525 shares; 2025Q2: 445,816 shares; 2025Q3: 431,975 shares; 2025Q4: 420,047 shares; 2026Q1: 410,209 shares 410,209 $46.4M 0.57% -9,838 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: 228,592 shares; 2024Q4: 235,553 shares; 2025Q1: 230,968 shares; 2025Q2: 236,711 shares; 2025Q3: 236,397 shares; 2025Q4: 244,290 shares; 2026Q1: 243,933 shares 243,933 $46.2M 0.57% -357 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 874,239 shares; 2024Q4: 925,088 shares; 2025Q1: 796,529 shares; 2025Q2: 786,913 shares; 2025Q3: 765,031 shares; 2025Q4: 806,282 shares; 2026Q1: 817,753 shares 817,753 $38.2M 0.47% +11,471 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: 41,661 shares; 2024Q4: 426,123 shares; 2025Q1: 163,353 shares; 2025Q2: 491,814 shares; 2025Q3: 487,077 shares; 2025Q4: 481,355 shares; 2026Q1: 1,237,941 shares 1,237,941 $36.1M 0.44% +756,586 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: 553,236 shares; 2024Q4: 1,098,140 shares; 2025Q1: 756,469 shares; 2025Q2: 574,164 shares; 2025Q3: 537,144 shares; 2025Q4: 490,063 shares; 2026Q1: 1,402,017 shares 1,402,017 $35.9M 0.44% +911,954 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: 110,776 shares; 2024Q4: 111,682 shares; 2025Q1: 111,823 shares; 2025Q2: 114,836 shares; 2025Q3: 110,122 shares; 2025Q4: 113,436 shares; 2026Q1: 113,231 shares 113,231 $35.5M 0.44% -205 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: 114,961 shares; 2024Q4: 129,580 shares; 2025Q1: 134,405 shares; 2025Q2: 139,821 shares; 2025Q3: 141,722 shares; 2025Q4: 139,479 shares; 2026Q1: 142,648 shares 142,648 $34.9M 0.43% +3,169 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: 59,373 shares; 2024Q4: 59,355 shares; 2025Q1: 53,162 shares; 2025Q2: 52,615 shares; 2025Q3: 52,941 shares; 2025Q4: 53,158 shares; 2026Q1: 57,460 shares 57,460 $33.2M 0.41% +4,302 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: 91,609 shares; 2024Q4: 82,617 shares; 2025Q1: 81,272 shares; 2025Q2: 78,931 shares; 2025Q3: 84,526 shares; 2025Q4: 82,299 shares; 2026Q1: 89,177 shares 89,177 $33.2M 0.41% +6,878 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311,014 shares; 2024Q4: 356,662 shares; 2025Q1: 358,211 shares; 2025Q2: 358,411 shares; 2025Q3: 358,858 shares; 2025Q4: 394,513 shares; 2026Q1: 393,320 shares 393,320 $31.4M 0.39% -1,193 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: 126,008 shares; 2024Q4: 116,043 shares; 2025Q1: 153,111 shares; 2025Q2: 150,014 shares; 2025Q3: 148,043 shares; 2025Q4: 149,369 shares; 2026Q1: 169,038 shares 169,038 $31.4M 0.39% +19,669 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: 251,464 shares; 2024Q4: 168,423 shares; 2025Q1: 166,697 shares; 2025Q2: 179,814 shares; 2025Q3: 180,138 shares; 2025Q4: 179,531 shares; 2026Q1: 182,802 shares 182,802 $31M 0.38% +3,271 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: 71,138 shares; 2024Q4: 185,293 shares; 2025Q1: 247,342 shares; 2025Q2: 241,126 shares; 2025Q3: 238,073 shares; 2025Q4: 248,791 shares; 2026Q1: 268,620 shares 268,620 $29.9M 0.37% +19,829 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: 106,793 shares; 2024Q4: 135,707 shares; 2025Q1: 131,457 shares; 2025Q2: 134,624 shares; 2025Q3: 144,461 shares; 2025Q4: 139,637 shares; 2026Q1: 143,205 shares 143,205 $29.6M 0.36% +3,568 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: 28,647 shares; 2024Q4: 93,625 shares; 2025Q1: 89,910 shares; 2025Q2: 107,342 shares; 2025Q3: 79,980 shares; 2025Q4: 77,518 shares; 2026Q1: 886,907 shares 886,907 $27.5M 0.34% +809,389 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,111 shares; 2024Q4: 304,321 shares; 2025Q1: 264,512 shares; 2025Q2: 303,781 shares; 2025Q3: 304,465 shares; 2025Q4: 304,434 shares; 2026Q1: 306,211 shares 306,211 $27.1M 0.33% +1,777 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: 30,486 shares; 2024Q4: 28,551 shares; 2025Q1: 28,956 shares; 2025Q2: 30,554 shares; 2025Q3: 30,188 shares; 2025Q4: 29,104 shares; 2026Q1: 29,407 shares 29,407 $27M 0.33% +303 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: 235,989 shares; 2024Q4: 233,676 shares; 2025Q1: 218,776 shares; 2025Q2: 160,669 shares; 2025Q3: 153,384 shares; 2025Q4: 142,332 shares; 2026Q1: 136,170 shares 136,170 $26.1M 0.32% -6,162 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: 448,839 shares; 2024Q4: 445,543 shares; 2025Q1: 416,271 shares; 2025Q2: 377,509 shares; 2025Q3: 366,678 shares; 2025Q4: 358,655 shares; 2026Q1: 359,782 shares 359,782 $25.6M 0.31% +1,127 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: 161,434 shares; 2024Q4: 208,544 shares; 2025Q1: 171,119 shares; 2025Q2: 161,161 shares; 2025Q3: 162,919 shares; 2025Q4: 174,816 shares; 2026Q1: 250,944 shares 250,944 $24.9M 0.31% +76,128 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 406,688 shares; 2024Q4: 390,194 shares; 2025Q1: 367,541 shares; 2025Q2: 349,443 shares; 2025Q3: 339,984 shares; 2025Q4: 325,234 shares; 2026Q1: 314,114 shares 314,114 $24.6M 0.3% -11,120 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: 50,914 shares; 2024Q4: 130,873 shares; 2025Q1: 125,319 shares; 2025Q2: 139,225 shares; 2025Q3: 142,900 shares; 2025Q4: 142,876 shares; 2026Q1: 144,605 shares 144,605 $24.1M 0.3% +1,729 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: 753,790 shares; 2024Q4: 535,717 shares; 2025Q1: 476,738 shares; 2025Q2: 428,070 shares; 2025Q3: 396,726 shares; 2025Q4: 363,957 shares; 2026Q1: 356,011 shares 356,011 $24M 0.3% -7,946 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: 82,956 shares; 2024Q4: 103,894 shares; 2025Q1: 108,163 shares; 2025Q2: 108,650 shares; 2025Q3: 109,000 shares; 2025Q4: 106,428 shares; 2026Q1: 105,491 shares 105,491 $22.9M 0.28% -937 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: 565,913 shares; 2024Q4: 575,058 shares; 2025Q1: 552,523 shares; 2025Q2: 510,497 shares; 2025Q3: 453,878 shares; 2025Q4: 441,001 shares; 2026Q1: 386,762 shares 386,762 $22.9M 0.28% -54,239 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: 181,181 shares; 2024Q4: 181,913 shares; 2025Q1: 174,085 shares; 2025Q2: 186,489 shares; 2025Q3: 182,919 shares; 2025Q4: 184,404 shares; 2026Q1: 183,504 shares 183,504 $22.8M 0.28% -900 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306,126 shares; 2024Q4: 310,310 shares; 2025Q1: 315,345 shares; 2025Q2: 315,445 shares; 2025Q3: 316,513 shares; 2025Q4: 315,202 shares; 2026Q1: 322,519 shares 322,519 $22.6M 0.28% +7,317 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: 69,115 shares; 2024Q4: 80,921 shares; 2025Q1: 73,727 shares; 2025Q2: 82,299 shares; 2025Q3: 79,845 shares; 2025Q4: 77,063 shares; 2026Q1: 74,824 shares 74,824 $22.6M 0.28% -2,239 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: 23,255 shares; 2024Q4: 124,645 shares; 2025Q1: 204,545 shares; 2025Q2: 193,809 shares; 2025Q3: 286,245 shares; 2025Q4: 287,937 shares; 2026Q1: 394,348 shares 394,348 $22.4M 0.27% +106,411 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: 37,906 shares; 2024Q4: 44,028 shares; 2025Q1: 50,269 shares; 2025Q2: 59,646 shares; 2025Q3: 63,009 shares; 2025Q4: 67,980 shares; 2026Q1: 74,259 shares 74,259 $21.9M 0.27% +6,279 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: 93,622 shares; 2024Q4: 72,783 shares; 2025Q1: 74,633 shares; 2025Q2: 70,907 shares; 2025Q3: 70,293 shares; 2025Q4: 74,262 shares; 2026Q1: 72,745 shares 72,745 $21.7M 0.27% -1,517 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: 503,211 shares; 2024Q4: 490,129 shares; 2025Q1: 429,481 shares; 2025Q2: 374,816 shares; 2025Q3: 359,739 shares; 2025Q4: 353,401 shares; 2026Q1: 345,563 shares 345,563 $21.6M 0.26% -7,838 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: 83,877 shares; 2024Q4: 85,835 shares; 2025Q1: 84,545 shares; 2025Q2: 86,743 shares; 2025Q3: 84,525 shares; 2025Q4: 76,976 shares; 2026Q1: 64,061 shares 64,061 $21.1M 0.26% -12,915 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: 21,051 shares; 2024Q4: 20,730 shares; 2025Q1: 20,719 shares; 2025Q2: 21,173 shares; 2025Q3: 21,122 shares; 2025Q4: 20,644 shares; 2026Q1: 20,885 shares 20,885 $20.8M 0.26% +241 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500,913 shares; 2024Q4: 500,214 shares; 2025Q1: 463,885 shares; 2025Q2: 415,086 shares; 2025Q3: 420,658 shares; 2025Q4: 408,204 shares; 2026Q1: 393,535 shares 393,535 $20.7M 0.25% -14,669 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: 105,658 shares; 2024Q4: 103,774 shares; 2025Q1: 103,515 shares; 2025Q2: 104,676 shares; 2025Q3: 103,209 shares; 2025Q4: 101,080 shares; 2026Q1: 97,554 shares 97,554 $20.6M 0.25% -3,526 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: 109,489 shares; 2024Q4: 108,496 shares; 2025Q1: 99,192 shares; 2025Q2: 100,138 shares; 2025Q3: 101,185 shares; 2025Q4: 98,113 shares; 2026Q1: 103,974 shares 103,974 $20.1M 0.25% +5,861 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,749 shares; 2024Q4: 21,409 shares; 2025Q1: 20,165 shares; 2025Q2: 20,922 shares; 2025Q3: 20,505 shares; 2025Q4: 191,333 shares; 2026Q1: 206,564 shares 206,564 $20M 0.25% +15,231 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: 4,373 shares; 2024Q4: 11,730 shares; 2025Q1: 11,737 shares; 2025Q2: 100,916 shares; 2025Q3: 102,815 shares; 2025Q4: 103,457 shares; 2026Q1: 653,802 shares 653,802 $19.9M 0.24% +550,345 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: 40,385 shares; 2024Q4: 58,128 shares; 2025Q1: 57,561 shares; 2025Q2: 58,515 shares; 2025Q3: 59,049 shares; 2025Q4: 59,341 shares; 2026Q1: 62,211 shares 62,211 $19.3M 0.24% +2,870 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: 295,823 shares; 2024Q4: 291,701 shares; 2025Q1: 276,386 shares; 2025Q2: 232,719 shares; 2025Q3: 227,778 shares; 2025Q4: 216,979 shares; 2026Q1: 206,453 shares 206,453 $19.1M 0.24% -10,526 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: 195,083 shares; 2024Q4: 287,124 shares; 2025Q1: 268,360 shares; 2025Q2: 265,982 shares; 2025Q3: 262,809 shares; 2025Q4: 266,704 shares; 2026Q1: 249,386 shares 249,386 $19.1M 0.23% -17,318 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: 58,434 shares; 2024Q4: 61,086 shares; 2025Q1: 59,653 shares; 2025Q2: 58,741 shares; 2025Q3: 60,198 shares; 2025Q4: 60,809 shares; 2026Q1: 62,050 shares 62,050 $17.8M 0.22% +1,241 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: 127,454 shares; 2024Q4: 122,529 shares; 2025Q1: 121,950 shares; 2025Q2: 125,084 shares; 2025Q3: 122,005 shares; 2025Q4: 115,184 shares; 2026Q1: 121,672 shares 121,672 $17.6M 0.22% +6,488 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: 166,507 shares; 2024Q4: 161,731 shares; 2025Q1: 152,475 shares; 2025Q2: 134,027 shares; 2025Q3: 131,798 shares; 2025Q4: 124,142 shares; 2026Q1: 120,997 shares 120,997 $17.1M 0.21% -3,145 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: 27,416 shares; 2024Q4: 27,164 shares; 2025Q1: 25,641 shares; 2025Q2: 24,370 shares; 2025Q3: 24,635 shares; 2025Q4: 24,516 shares; 2026Q1: 23,920 shares 23,920 $16.9M 0.21% -596 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: 115,578 shares; 2024Q4: 137,690 shares; 2025Q1: 128,446 shares; 2025Q2: 124,709 shares; 2025Q3: 119,377 shares; 2025Q4: 127,931 shares; 2026Q1: 130,110 shares 130,110 $15.8M 0.19% +2,179 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,458,028 shares; 2025Q3: 1,458,708 shares; 2025Q4: 1,385,100 shares; 2026Q1: 1,388,224 shares 1,388,224 $15.7M 0.19% +3,124 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: 95,448 shares; 2024Q4: 52,301 shares; 2025Q1: 50,516 shares; 2025Q2: 45,336 shares; 2025Q3: 45,297 shares; 2025Q4: 44,034 shares; 2026Q1: 177,240 shares 177,240 $15.7M 0.19% +133,206 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: 252,134 shares; 2024Q4: 229,787 shares; 2025Q1: 207,032 shares; 2025Q2: 194,333 shares; 2025Q3: 191,162 shares; 2025Q4: 183,226 shares; 2026Q1: 179,926 shares 179,926 $15.6M 0.19% -3,300 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: 429,962 shares; 2024Q4: 268,640 shares; 2025Q1: 232,688 shares; 2025Q2: 218,463 shares; 2025Q3: 214,159 shares; 2025Q4: 196,324 shares; 2026Q1: 191,220 shares 191,220 $15.2M 0.19% -5,104 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: 153,473 shares; 2024Q4: 151,789 shares; 2025Q1: 151,428 shares; 2025Q2: 150,935 shares; 2025Q3: 150,357 shares; 2025Q4: 154,328 shares; 2026Q1: 154,212 shares 154,212 $15.2M 0.19% -116 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: 142,966 shares; 2024Q4: 130,979 shares; 2025Q1: 135,109 shares; 2025Q2: 137,462 shares; 2025Q3: 131,896 shares; 2025Q4: 127,669 shares; 2026Q1: 131,619 shares 131,619 $15.1M 0.19% +3,950 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: 68,567 shares; 2024Q4: 91,725 shares; 2025Q1: 86,356 shares; 2025Q2: 88,180 shares; 2025Q3: 87,387 shares; 2025Q4: 88,143 shares; 2026Q1: 94,147 shares 94,147 $14.6M 0.18% +6,004 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: not reported; 2024Q4: 314,034 shares; 2025Q1: 207,624 shares; 2025Q2: 214,451 shares; 2025Q3: 203,190 shares; 2025Q4: 201,853 shares; 2026Q1: 274,253 shares 274,253 $14.4M 0.18% +72,400 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: 10,428 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 375,564 shares 375,564 $13.8M 0.17% new 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: 194,441 shares; 2024Q4: 193,713 shares; 2025Q1: 182,080 shares; 2025Q2: 181,075 shares; 2025Q3: 180,844 shares; 2025Q4: 181,863 shares; 2026Q1: 178,089 shares 178,089 $13.8M 0.17% -3,774 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,161 shares; 2024Q4: 195,006 shares; 2025Q1: 154,772 shares; 2025Q2: 160,843 shares; 2025Q3: 167,860 shares; 2025Q4: 166,710 shares; 2026Q1: 173,400 shares 173,400 $13.6M 0.17% +6,690 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: 40,994 shares; 2024Q4: 38,165 shares; 2025Q1: 37,154 shares; 2025Q2: 41,284 shares; 2025Q3: 42,151 shares; 2025Q4: 41,851 shares; 2026Q1: 40,013 shares 40,013 $13.6M 0.17% -1,838 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 384,302 shares; 2025Q1: 69,864 shares; 2025Q2: 376,481 shares; 2025Q3: 373,408 shares; 2025Q4: 368,467 shares; 2026Q1: 363,613 shares 363,613 $13.5M 0.17% -4,854 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: 117,906 shares; 2024Q4: 108,569 shares; 2025Q1: 95,039 shares; 2025Q2: 95,380 shares; 2025Q3: 95,518 shares; 2025Q4: 92,842 shares; 2026Q1: 93,949 shares 93,949 $13.4M 0.16% +1,107 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: 82,493 shares; 2024Q4: 82,493 shares; 2025Q1: 81,969 shares; 2025Q2: 81,394 shares; 2025Q3: 81,187 shares; 2025Q4: 89,407 shares; 2026Q1: 338,183 shares 338,183 $13.1M 0.16% +248,776 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: 75,207 shares; 2024Q4: 77,757 shares; 2025Q1: 78,792 shares; 2025Q2: 86,156 shares; 2025Q3: 88,788 shares; 2025Q4: 89,482 shares; 2026Q1: 94,015 shares 94,015 $13M 0.16% +4,533 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 528,562 shares 528,562 $12.8M 0.16% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,216 shares; 2024Q4: 7,311 shares; 2025Q1: 9,552 shares; 2025Q2: 9,787 shares; 2025Q3: 9,480 shares; 2025Q4: 9,358 shares; 2026Q1: 9,635 shares 9,635 $12.7M 0.16% +277 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: 319,914 shares; 2024Q4: 304,356 shares; 2025Q1: 286,111 shares; 2025Q2: 253,462 shares; 2025Q3: 250,882 shares; 2025Q4: 230,222 shares; 2026Q1: 217,858 shares 217,858 $12.4M 0.15% -12,364 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: 95,071 shares; 2024Q4: 100,669 shares; 2025Q1: 85,264 shares; 2025Q2: 89,851 shares; 2025Q3: 90,260 shares; 2025Q4: 79,803 shares; 2026Q1: 81,385 shares 81,385 $12M 0.15% +1,582 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: 121,731 shares; 2024Q4: 51,421 shares; 2025Q1: 51,970 shares; 2025Q2: 46,238 shares; 2025Q3: 45,779 shares; 2025Q4: 45,253 shares; 2026Q1: 41,327 shares 41,327 $11.7M 0.14% -3,926 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: 38,546 shares; 2024Q4: 57,455 shares; 2025Q1: 56,606 shares; 2025Q2: 57,882 shares; 2025Q3: 57,880 shares; 2025Q4: 56,635 shares; 2026Q1: 437,230 shares 437,230 $11.6M 0.14% +380,595 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,753 shares; 2024Q4: 20,483 shares; 2025Q1: 17,819 shares; 2025Q2: 14,079 shares; 2025Q3: 16,229 shares; 2025Q4: 24,359 shares; 2026Q1: 227,698 shares 227,698 $11.5M 0.14% +203,339 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: 46,552 shares; 2024Q4: 57,312 shares; 2025Q1: 55,369 shares; 2025Q2: 55,223 shares; 2025Q3: 54,648 shares; 2025Q4: 54,497 shares; 2026Q1: 56,197 shares 56,197 $11.5M 0.14% +1,700 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: 26,354 shares; 2024Q4: 25,980 shares; 2025Q1: 22,642 shares; 2025Q2: 25,718 shares; 2025Q3: 24,940 shares; 2025Q4: 24,189 shares; 2026Q1: 22,967 shares 22,967 $11.5M 0.14% -1,222 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: 39,141 shares; 2024Q4: 47,833 shares; 2025Q1: 46,081 shares; 2025Q2: 45,261 shares; 2025Q3: 44,594 shares; 2025Q4: 46,153 shares; 2026Q1: 47,292 shares 47,292 $11.5M 0.14% +1,139 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: 50,661 shares; 2024Q4: 48,958 shares; 2025Q1: 47,448 shares; 2025Q2: 48,486 shares; 2025Q3: 46,598 shares; 2025Q4: 45,837 shares; 2026Q1: 47,044 shares 47,044 $11.4M 0.14% +1,207 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,540 shares; 2024Q4: 5,540 shares; 2025Q1: 5,540 shares; 2025Q2: 5,540 shares; 2025Q3: 5,540 shares; 2025Q4: 164,988 shares; 2026Q1: 241,843 shares 241,843 $11.1M 0.14% +76,855 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 146,447 shares 146,447 $10.9M 0.13% new 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: 128,961 shares; 2024Q4: 26,902 shares; 2025Q1: 28,129 shares; 2025Q2: 25,268 shares; 2025Q3: 26,481 shares; 2025Q4: 26,773 shares; 2026Q1: 31,981 shares 31,981 $10.8M 0.13% +5,208 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: 91,979 shares; 2024Q4: 118,585 shares; 2025Q1: 108,775 shares; 2025Q2: 117,925 shares; 2025Q3: 115,078 shares; 2025Q4: 108,561 shares; 2026Q1: 104,723 shares 104,723 $10.8M 0.13% -3,838 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: 9,346 shares; 2024Q4: 24,612 shares; 2025Q1: 24,505 shares; 2025Q2: 24,651 shares; 2025Q3: 25,255 shares; 2025Q4: 25,913 shares; 2026Q1: 24,989 shares 24,989 $10.6M 0.13% -924 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: 85,412 shares; 2024Q4: 111,349 shares; 2025Q1: 98,313 shares; 2025Q2: 110,551 shares; 2025Q3: 110,328 shares; 2025Q4: 107,415 shares; 2026Q1: 110,246 shares 110,246 $10.6M 0.13% +2,831 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: 153,581 shares; 2024Q4: 95,865 shares; 2025Q1: 97,320 shares; 2025Q2: 94,245 shares; 2025Q3: 93,700 shares; 2025Q4: 85,559 shares; 2026Q1: 84,909 shares 84,909 $10.6M 0.13% -650 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: 48,743 shares; 2024Q4: 54,606 shares; 2025Q1: 56,835 shares; 2025Q2: 58,907 shares; 2025Q3: 58,997 shares; 2025Q4: 67,117 shares; 2026Q1: 70,666 shares 70,666 $10.3M 0.13% +3,549 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: 48,248 shares; 2024Q4: 10,541 shares; 2025Q1: 12,041 shares; 2025Q2: 24,506 shares; 2025Q3: 24,073 shares; 2025Q4: 23,601 shares; 2026Q1: 96,695 shares 96,695 $10.3M 0.13% +73,094 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: 29,786 shares; 2024Q4: 29,690 shares; 2025Q1: 28,870 shares; 2025Q2: 28,625 shares; 2025Q3: 30,586 shares; 2025Q4: 31,229 shares; 2026Q1: 31,470 shares 31,470 $10.3M 0.13% +241 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243,842 shares; 2024Q4: 271,709 shares; 2025Q1: 270,694 shares; 2025Q2: 268,912 shares; 2025Q3: 269,091 shares; 2025Q4: 268,470 shares; 2026Q1: 268,819 shares 268,819 $10.2M 0.12% +349 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: 105,214 shares; 2024Q4: 102,689 shares; 2025Q1: 101,149 shares; 2025Q2: 100,729 shares; 2025Q3: 102,468 shares; 2025Q4: 101,892 shares; 2026Q1: 109,097 shares 109,097 $10.1M 0.12% +7,205 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 432,182 shares 432,182 $10.1M 0.12% new 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: 15,487 shares; 2024Q4: 17,723 shares; 2025Q1: 19,169 shares; 2025Q2: 16,303 shares; 2025Q3: 15,777 shares; 2025Q4: 14,592 shares; 2026Q1: 23,378 shares 23,378 $10.1M 0.12% +8,786 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: 19,490 shares; 2024Q4: 20,166 shares; 2025Q1: 17,692 shares; 2025Q2: 17,679 shares; 2025Q3: 17,796 shares; 2025Q4: 18,637 shares; 2026Q1: 18,662 shares 18,662 $9.96M 0.12% +25 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: 13,578 shares; 2024Q4: 12,493 shares; 2025Q1: 11,567 shares; 2025Q2: 12,304 shares; 2025Q3: 12,106 shares; 2025Q4: 12,010 shares; 2026Q1: 11,700 shares 11,700 $9.9M 0.12% -310 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: 117,411 shares; 2024Q4: 123,458 shares; 2025Q1: 101,522 shares; 2025Q2: 111,256 shares; 2025Q3: 109,503 shares; 2025Q4: 104,524 shares; 2026Q1: 103,986 shares 103,986 $9.77M 0.12% -538 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: 76,618 shares; 2024Q4: 136,987 shares; 2025Q1: 134,681 shares; 2025Q2: 136,044 shares; 2025Q3: 136,817 shares; 2025Q4: 137,943 shares; 2026Q1: 142,901 shares 142,901 $9.43M 0.12% +4,958 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: 69,931 shares; 2024Q4: 70,444 shares; 2025Q1: 68,586 shares; 2025Q2: 69,208 shares; 2025Q3: 68,433 shares; 2025Q4: 66,504 shares; 2026Q1: 64,604 shares 64,604 $9.38M 0.12% -1,900 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: 36,072 shares; 2024Q4: 39,204 shares; 2025Q1: 34,377 shares; 2025Q2: 34,625 shares; 2025Q3: 35,750 shares; 2025Q4: 35,720 shares; 2026Q1: 34,285 shares 34,285 $9.28M 0.11% -1,435 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,666 shares; 2024Q4: 44,105 shares; 2025Q1: 47,720 shares; 2025Q2: 51,155 shares; 2025Q3: 52,568 shares; 2025Q4: 53,302 shares; 2026Q1: 56,131 shares 56,131 $9.24M 0.11% +2,829 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: 14,441 shares; 2024Q4: 15,444 shares; 2025Q1: 14,765 shares; 2025Q2: 14,611 shares; 2025Q3: 14,238 shares; 2025Q4: 13,878 shares; 2026Q1: 15,208 shares 15,208 $9.19M 0.11% +1,330 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: 27,814 shares; 2024Q4: 24,156 shares; 2025Q1: 22,687 shares; 2025Q2: 25,167 shares; 2025Q3: 25,157 shares; 2025Q4: 25,115 shares; 2026Q1: 26,890 shares 26,890 $9.19M 0.11% +1,775 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: 31,844 shares; 2024Q4: 47,104 shares; 2025Q1: 50,870 shares; 2025Q2: 51,558 shares; 2025Q3: 48,416 shares; 2025Q4: 44,294 shares; 2026Q1: 47,071 shares 47,071 $9.14M 0.11% +2,777 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: 51,710 shares; 2024Q4: 344,256 shares; 2025Q1: 196,734 shares; 2025Q2: 201,475 shares; 2025Q3: 192,679 shares; 2025Q4: 179,550 shares; 2026Q1: 179,828 shares 179,828 $9.1M 0.11% +278 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: 182,222 shares; 2024Q4: 180,516 shares; 2025Q1: 175,740 shares; 2025Q2: 140,853 shares; 2025Q3: 134,772 shares; 2025Q4: 124,182 shares; 2026Q1: 122,080 shares 122,080 $9.08M 0.11% -2,102 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: 16,554 shares; 2024Q4: 17,202 shares; 2025Q1: 15,541 shares; 2025Q2: 17,686 shares; 2025Q3: 18,037 shares; 2025Q4: 17,230 shares; 2026Q1: 18,158 shares 18,158 $9M 0.11% +928 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 514,233 shares 514,233 $8.91M 0.11% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,043 shares; 2024Q4: 67,180 shares; 2025Q1: 73,010 shares; 2025Q2: 85,385 shares; 2025Q3: 100,791 shares; 2025Q4: 104,099 shares; 2026Q1: 110,691 shares 110,691 $8.81M 0.11% +6,592 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: 77,608 shares; 2024Q4: 91,225 shares; 2025Q1: 94,552 shares; 2025Q2: 94,450 shares; 2025Q3: 96,045 shares; 2025Q4: 92,917 shares; 2026Q1: 93,854 shares 93,854 $8.73M 0.11% +937 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: 20,162 shares; 2024Q4: 19,231 shares; 2025Q1: 18,660 shares; 2025Q2: 20,423 shares; 2025Q3: 23,347 shares; 2025Q4: 22,654 shares; 2026Q1: 24,002 shares 24,002 $8.58M 0.11% +1,348 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: 287,067 shares; 2024Q4: 182,574 shares; 2025Q1: 151,655 shares; 2025Q2: 182,681 shares; 2025Q3: 210,594 shares; 2025Q4: 168,040 shares; 2026Q1: 169,470 shares 169,470 $8.51M 0.1% +1,430 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: 38,117 shares; 2024Q4: 48,010 shares; 2025Q1: 41,482 shares; 2025Q2: 45,348 shares; 2025Q3: 50,313 shares; 2025Q4: 51,514 shares; 2026Q1: 53,004 shares 53,004 $8.46M 0.1% +1,490 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,995 shares; 2024Q4: 11,715 shares; 2025Q1: 11,485 shares; 2025Q2: 3,427 shares; 2025Q3: 3,787 shares; 2025Q4: 11,150 shares; 2026Q1: 97,480 shares 97,480 $8.45M 0.1% +86,330 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: 77,191 shares; 2024Q4: 160,194 shares; 2025Q1: 114,923 shares; 2025Q2: 113,622 shares; 2025Q3: 112,773 shares; 2025Q4: 70,052 shares; 2026Q1: 106,511 shares 106,511 $8.44M 0.1% +36,459 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: 19,676 shares; 2024Q4: 11,692 shares; 2025Q1: 11,931 shares; 2025Q2: 8,358 shares; 2025Q3: 8,697 shares; 2025Q4: 9,394 shares; 2026Q1: 9,654 shares 9,654 $8.43M 0.1% +260 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,699 shares; 2024Q4: 117,042 shares; 2025Q1: 112,574 shares; 2025Q2: 96,713 shares; 2025Q3: 95,116 shares; 2025Q4: 93,482 shares; 2026Q1: 92,207 shares 92,207 $8.42M 0.1% -1,275 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: 13,043 shares; 2024Q4: 27,331 shares; 2025Q1: 24,462 shares; 2025Q2: 25,917 shares; 2025Q3: 26,262 shares; 2025Q4: 26,669 shares; 2026Q1: 25,469 shares 25,469 $8.33M 0.1% -1,200 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: 53,523 shares; 2024Q4: 58,592 shares; 2025Q1: 62,752 shares; 2025Q2: 64,861 shares; 2025Q3: 64,281 shares; 2025Q4: 62,530 shares; 2026Q1: 62,405 shares 62,405 $8.24M 0.1% -125 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: 117,202 shares; 2024Q4: 100,659 shares; 2025Q1: 96,214 shares; 2025Q2: 104,326 shares; 2025Q3: 102,651 shares; 2025Q4: 95,138 shares; 2026Q1: 93,259 shares 93,259 $8.22M 0.1% -1,879 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: 335,814 shares; 2024Q4: 258,014 shares; 2025Q1: 260,398 shares; 2025Q2: 285,465 shares; 2025Q3: 285,450 shares; 2025Q4: 269,925 shares; 2026Q1: 280,628 shares 280,628 $8.14M 0.1% +10,703 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: 209,554 shares; 2024Q4: 72,208 shares; 2025Q1: 68,896 shares; 2025Q2: 77,688 shares; 2025Q3: 68,973 shares; 2025Q4: 69,941 shares; 2026Q1: 71,027 shares 71,027 $8.06M 0.1% +1,086 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,737 shares; 2024Q4: 147,572 shares; 2025Q1: 138,157 shares; 2025Q2: 136,746 shares; 2025Q3: 140,223 shares; 2025Q4: 141,823 shares; 2026Q1: 141,826 shares 141,826 $7.92M 0.1% +3 Timeline VDE 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: 7,553 shares; 2024Q4: 47,168 shares; 2025Q1: 8,841 shares; 2025Q2: 45,018 shares; 2025Q3: 45,053 shares; 2025Q4: 45,275 shares; 2026Q1: 45,512 shares 45,512 $7.88M 0.1% +237 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: 229,813 shares; 2024Q4: 133,218 shares; 2025Q1: 131,525 shares; 2025Q2: 126,626 shares; 2025Q3: 124,556 shares; 2025Q4: 126,084 shares; 2026Q1: 129,588 shares 129,588 $7.86M 0.1% +3,504 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: 18,035 shares; 2024Q4: 23,305 shares; 2025Q1: 22,529 shares; 2025Q2: 22,963 shares; 2025Q3: 23,989 shares; 2025Q4: 24,600 shares; 2026Q1: 25,767 shares 25,767 $7.79M 0.1% +1,167 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS 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: 155,449 shares 155,449 $7.72M 0.09% new 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: 25,301 shares; 2024Q4: 25,093 shares; 2025Q1: 23,535 shares; 2025Q2: 21,058 shares; 2025Q3: 21,155 shares; 2025Q4: 21,190 shares; 2026Q1: 20,651 shares 20,651 $7.59M 0.09% -539 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: 276,453 shares; 2024Q4: 114,546 shares; 2025Q1: 113,273 shares; 2025Q2: 103,571 shares; 2025Q3: 104,559 shares; 2025Q4: 93,299 shares; 2026Q1: 95,400 shares 95,400 $7.5M 0.09% +2,101 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,743 shares; 2024Q4: 43,453 shares; 2025Q1: 43,395 shares; 2025Q2: 43,257 shares; 2025Q3: 43,340 shares; 2025Q4: 43,503 shares; 2026Q1: 43,443 shares 43,443 $7.46M 0.09% -60 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: 26,802 shares; 2024Q4: 27,891 shares; 2025Q1: 25,058 shares; 2025Q2: 27,489 shares; 2025Q3: 27,592 shares; 2025Q4: 30,744 shares; 2026Q1: 32,920 shares 32,920 $7.44M 0.09% +2,176 Timeline DUSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 145,713 shares 145,713 $7.39M 0.09% new 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: 6,830 shares; 2024Q4: 10,268 shares; 2025Q1: 13,265 shares; 2025Q2: 14,252 shares; 2025Q3: 14,779 shares; 2025Q4: 14,023 shares; 2026Q1: 13,600 shares 13,600 $7.32M 0.09% -423 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,981 shares; 2024Q4: 23,868 shares; 2025Q1: 21,861 shares; 2025Q2: 20,350 shares; 2025Q3: 24,233 shares; 2025Q4: 24,706 shares; 2026Q1: 22,954 shares 22,954 $7.3M 0.09% -1,752 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: 10,468 shares; 2024Q4: 12,115 shares; 2025Q1: 9,212 shares; 2025Q2: 10,348 shares; 2025Q3: 11,051 shares; 2025Q4: 10,799 shares; 2026Q1: 10,446 shares 10,446 $7.29M 0.09% -353 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: 35,630 shares; 2025Q1: 42,006 shares; 2025Q2: 42,092 shares; 2025Q3: 33,321 shares; 2025Q4: 33,321 shares; 2026Q1: 33,551 shares 33,551 $7.24M 0.09% +230 Timeline VTWO 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: 33,853 shares; 2024Q4: 37,957 shares; 2025Q1: 46,247 shares; 2025Q2: 59,462 shares; 2025Q3: 62,014 shares; 2025Q4: 67,803 shares; 2026Q1: 71,993 shares 71,993 $7.21M 0.09% +4,190 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: 6,721 shares; 2024Q4: 6,579 shares; 2025Q1: 6,138 shares; 2025Q2: 6,076 shares; 2025Q3: 5,355 shares; 2025Q4: 5,037 shares; 2026Q1: 4,898 shares 4,898 $7.21M 0.09% -139 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: 7,063 shares; 2024Q4: 14,274 shares; 2025Q1: 11,747 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 304,873 shares 304,873 $7.08M 0.09% new 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: 6,916 shares; 2024Q4: 9,239 shares; 2025Q1: 8,199 shares; 2025Q2: 8,737 shares; 2025Q3: 8,298 shares; 2025Q4: 8,597 shares; 2026Q1: 8,149 shares 8,149 $7.06M 0.09% -448 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: 34,352 shares; 2024Q4: 37,456 shares; 2025Q1: 38,693 shares; 2025Q2: 35,290 shares; 2025Q3: 33,605 shares; 2025Q4: 32,400 shares; 2026Q1: 30,589 shares 30,589 $7.05M 0.09% -1,811 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: 39,943 shares; 2024Q4: 35,455 shares; 2025Q1: 32,366 shares; 2025Q2: 39,582 shares; 2025Q3: 39,754 shares; 2025Q4: 38,464 shares; 2026Q1: 38,594 shares 38,594 $7.04M 0.09% +130 Timeline ALRS ALERUS FINL CORP More: the full row for ALERUS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 134,770 shares; 2025Q1: 285,815 shares; 2025Q2: 294,542 shares; 2025Q3: 294,668 shares; 2025Q4: 294,571 shares; 2026Q1: 293,681 shares 293,681 $7.02M 0.09% -890 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: 5,088 shares; 2024Q4: 4,504 shares; 2025Q1: 4,809 shares; 2025Q2: 5,323 shares; 2025Q3: 15,104 shares; 2025Q4: 15,129 shares; 2026Q1: 15,117 shares 15,117 $7.02M 0.09% -12 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: 46,993 shares; 2024Q4: 35,381 shares; 2025Q1: 35,440 shares; 2025Q2: 33,731 shares; 2025Q3: 36,740 shares; 2025Q4: 34,469 shares; 2026Q1: 34,350 shares 34,350 $6.99M 0.09% -119 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: 17,679 shares; 2024Q4: 19,048 shares; 2025Q1: 18,206 shares; 2025Q2: 18,456 shares; 2025Q3: 18,500 shares; 2025Q4: 19,279 shares; 2026Q1: 19,788 shares 19,788 $6.96M 0.09% +509 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: 28,176 shares; 2024Q4: 28,171 shares; 2025Q1: 29,158 shares; 2025Q2: 30,555 shares; 2025Q3: 31,111 shares; 2025Q4: 29,124 shares; 2026Q1: 34,825 shares 34,825 $6.93M 0.09% +5,701 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: 46,240 shares; 2024Q4: 41,214 shares; 2025Q1: 43,824 shares; 2025Q2: 33,169 shares; 2025Q3: 31,250 shares; 2025Q4: 29,490 shares; 2026Q1: 28,774 shares 28,774 $6.91M 0.08% -716 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,947 shares; 2024Q4: 111,716 shares; 2025Q1: 133,428 shares; 2025Q2: 162,897 shares; 2025Q3: 153,875 shares; 2025Q4: 144,752 shares; 2026Q1: 154,476 shares 154,476 $6.89M 0.08% +9,724 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: 46,397 shares; 2024Q4: 44,771 shares; 2025Q1: 42,501 shares; 2025Q2: 43,093 shares; 2025Q3: 48,572 shares; 2025Q4: 50,449 shares; 2026Q1: 51,512 shares 51,512 $6.75M 0.08% +1,063 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: 31,454 shares; 2024Q4: 29,642 shares; 2025Q1: 28,616 shares; 2025Q2: 27,152 shares; 2025Q3: 27,472 shares; 2025Q4: 27,618 shares; 2026Q1: 28,519 shares 28,519 $6.74M 0.08% +901 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: 71,850 shares; 2024Q4: 70,179 shares; 2025Q1: 65,381 shares; 2025Q2: 58,652 shares; 2025Q3: 57,851 shares; 2025Q4: 57,863 shares; 2026Q1: 55,461 shares 55,461 $6.72M 0.08% -2,402 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 122,920 shares; 2025Q1: 61,460 shares; 2025Q2: 61,460 shares; 2025Q3: 62,196 shares; 2025Q4: 61,460 shares; 2026Q1: 61,460 shares 61,460 $6.56M 0.08% 0 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,380 shares; 2024Q4: 118,397 shares; 2025Q1: 117,641 shares; 2025Q2: 117,188 shares; 2025Q3: 117,062 shares; 2025Q4: 109,105 shares; 2026Q1: 108,206 shares 108,206 $6.44M 0.08% -899 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: 54,667 shares; 2024Q4: 54,532 shares; 2025Q1: 47,354 shares; 2025Q2: 47,852 shares; 2025Q3: 48,533 shares; 2025Q4: 45,464 shares; 2026Q1: 46,209 shares 46,209 $6.44M 0.08% +745 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: 4,974 shares; 2024Q4: 4,799 shares; 2025Q1: 4,330 shares; 2025Q2: 60,187 shares; 2025Q3: 61,981 shares; 2025Q4: 60,177 shares; 2026Q1: 68,865 shares 68,865 $6.36M 0.08% +8,688 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: 7,314 shares; 2024Q4: 7,785 shares; 2025Q1: 5,496 shares; 2025Q2: 5,645 shares; 2025Q3: 6,196 shares; 2025Q4: 6,729 shares; 2026Q1: 7,009 shares 7,009 $6.28M 0.08% +280 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,539 shares; 2024Q4: 52,913 shares; 2025Q1: 45,595 shares; 2025Q2: 47,472 shares; 2025Q3: 46,966 shares; 2025Q4: 41,922 shares; 2026Q1: 52,787 shares 52,787 $6.26M 0.08% +10,865 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,163 shares; 2024Q4: 22,257 shares; 2025Q1: 19,990 shares; 2025Q2: 21,812 shares; 2025Q3: 21,466 shares; 2025Q4: 20,896 shares; 2026Q1: 17,320 shares 17,320 $6.2M 0.08% -3,576 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: 87,768 shares; 2024Q4: 50,839 shares; 2025Q1: 61,370 shares; 2025Q2: 75,319 shares; 2025Q3: 77,390 shares; 2025Q4: 82,797 shares; 2026Q1: 85,867 shares 85,867 $6.18M 0.08% +3,070 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: 6,924 shares; 2025Q1: 6,587 shares; 2025Q2: 6,676 shares; 2025Q3: 6,571 shares; 2025Q4: 6,584 shares; 2026Q1: 6,348 shares 6,348 $6.1M 0.07% -236 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS 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: 121,640 shares 121,640 $6.01M 0.07% new 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: 31,439 shares; 2024Q4: 30,787 shares; 2025Q1: 28,283 shares; 2025Q2: 29,078 shares; 2025Q3: 34,571 shares; 2025Q4: 33,223 shares; 2026Q1: 38,611 shares 38,611 $5.9M 0.07% +5,388 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: 24,969 shares; 2024Q4: 24,801 shares; 2025Q1: 22,216 shares; 2025Q2: 23,061 shares; 2025Q3: 22,846 shares; 2025Q4: 21,175 shares; 2026Q1: 20,453 shares 20,453 $5.87M 0.07% -722 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: 59,052 shares; 2024Q4: 35,526 shares; 2025Q1: 38,428 shares; 2025Q2: 38,209 shares; 2025Q3: 38,889 shares; 2025Q4: 38,164 shares; 2026Q1: 38,837 shares 38,837 $5.75M 0.07% +673 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,285 shares; 2024Q4: 140,359 shares; 2025Q1: 138,020 shares; 2025Q2: 136,294 shares; 2025Q3: 133,150 shares; 2025Q4: 140,231 shares; 2026Q1: 133,818 shares 133,818 $5.71M 0.07% -6,413 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: 69,936 shares; 2024Q4: 65,050 shares; 2025Q1: 59,131 shares; 2025Q2: 62,151 shares; 2025Q3: 63,590 shares; 2025Q4: 73,357 shares; 2026Q1: 79,251 shares 79,251 $5.69M 0.07% +5,894 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: 92,535 shares; 2024Q4: 91,901 shares; 2025Q1: 133,863 shares; 2025Q2: 148,896 shares; 2025Q3: 153,945 shares; 2025Q4: 139,054 shares; 2026Q1: 148,513 shares 148,513 $5.62M 0.07% +9,459 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,497 shares; 2025Q1: 1,379 shares; 2025Q2: 1,266 shares; 2025Q3: 1,225 shares; 2025Q4: 1,158 shares; 2026Q1: 1,330 shares 1,330 $5.6M 0.07% +172 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,797 shares; 2024Q4: 13,744 shares; 2025Q1: 11,343 shares; 2025Q2: 11,329 shares; 2025Q3: 11,088 shares; 2025Q4: 11,408 shares; 2026Q1: 11,228 shares 11,228 $5.52M 0.07% -180 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: 13,270 shares; 2024Q4: 25,081 shares; 2025Q1: 24,860 shares; 2025Q2: 24,782 shares; 2025Q3: 28,880 shares; 2025Q4: 29,670 shares; 2026Q1: 34,273 shares 34,273 $5.49M 0.07% +4,603 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: 43,921 shares; 2024Q4: 42,178 shares; 2025Q1: 43,657 shares; 2025Q2: 49,487 shares; 2025Q3: 64,305 shares; 2025Q4: 54,257 shares; 2026Q1: 56,420 shares 56,420 $5.45M 0.07% +2,163 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 93,730 shares; 2026Q1: 178,739 shares 178,739 $5.44M 0.07% +85,009 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,428 shares; 2024Q4: 12,374 shares; 2025Q1: 11,604 shares; 2025Q2: 12,341 shares; 2025Q3: 11,158 shares; 2025Q4: 12,301 shares; 2026Q1: 11,781 shares 11,781 $5.43M 0.07% -520 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,902 shares; 2024Q4: 33,770 shares; 2025Q1: 32,952 shares; 2025Q2: 33,981 shares; 2025Q3: 44,862 shares; 2025Q4: 45,862 shares; 2026Q1: 45,775 shares 45,775 $5.43M 0.07% -87 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,801 shares; 2024Q4: 150,767 shares; 2025Q1: 151,752 shares; 2025Q2: 152,483 shares; 2025Q3: 136,578 shares; 2025Q4: 136,763 shares; 2026Q1: 132,141 shares 132,141 $5.4M 0.07% -4,622 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: 231,958 shares; 2024Q4: 131,249 shares; 2025Q1: 127,755 shares; 2025Q2: 103,523 shares; 2025Q3: 104,534 shares; 2025Q4: 104,443 shares; 2026Q1: 121,044 shares 121,044 $5.34M 0.07% +16,601 Timeline CLMB CLIMB GLOBAL SOLUTIONS INC More: the full row for CLIMB GLOBAL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,826 shares; 2024Q4: 76,828 shares; 2025Q1: 67,896 shares; 2025Q2: 58,877 shares; 2025Q3: 60,201 shares; 2025Q4: 61,551 shares; 2026Q1: 269,300 shares 269,300 $5.34M 0.07% +207,749 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: 18,408 shares; 2024Q4: 18,150 shares; 2025Q1: 15,788 shares; 2025Q2: 21,702 shares; 2025Q3: 20,380 shares; 2025Q4: 40,144 shares; 2026Q1: 40,178 shares 40,178 $5.34M 0.07% +34 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: 183,036 shares; 2024Q4: 217,654 shares; 2025Q1: 199,598 shares; 2025Q2: 210,479 shares; 2025Q3: 198,525 shares; 2025Q4: 176,755 shares; 2026Q1: 183,074 shares 183,074 $5.26M 0.06% +6,319 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: 49,018 shares; 2024Q4: 53,817 shares; 2025Q1: 43,965 shares; 2025Q2: 48,378 shares; 2025Q3: 51,899 shares; 2025Q4: 51,353 shares; 2026Q1: 59,321 shares 59,321 $5.18M 0.06% +7,968 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: 225,187 shares; 2024Q4: 169,328 shares; 2025Q1: 175,799 shares; 2025Q2: 181,463 shares; 2025Q3: 175,088 shares; 2025Q4: 165,274 shares; 2026Q1: 182,908 shares 182,908 $5.13M 0.06% +17,634 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: 29,163 shares; 2024Q4: 41,744 shares; 2025Q1: 38,422 shares; 2025Q2: 42,138 shares; 2025Q3: 36,378 shares; 2025Q4: 36,240 shares; 2026Q1: 38,736 shares 38,736 $5.08M 0.06% +2,496 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: 14,726 shares; 2024Q4: 70,684 shares; 2025Q1: 108,934 shares; 2025Q2: 122,124 shares; 2025Q3: 117,467 shares; 2025Q4: 110,899 shares; 2026Q1: 110,321 shares 110,321 $5.04M 0.06% -578 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: 19,172 shares; 2024Q4: 18,923 shares; 2025Q1: 15,935 shares; 2025Q2: 14,871 shares; 2025Q3: 15,863 shares; 2025Q4: 15,771 shares; 2026Q1: 14,061 shares 14,061 $5.03M 0.06% -1,710 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: 155,865 shares; 2024Q4: 146,064 shares; 2025Q1: 68,503 shares; 2025Q2: 55,504 shares; 2025Q3: 63,103 shares; 2025Q4: 64,913 shares; 2026Q1: 216,094 shares 216,094 $4.95M 0.06% +151,181 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: 47,931 shares; 2024Q4: 46,336 shares; 2025Q1: 47,513 shares; 2025Q2: 45,387 shares; 2025Q3: 42,858 shares; 2025Q4: 27,733 shares; 2026Q1: 26,077 shares 26,077 $4.87M 0.06% -1,656 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: 18,272 shares; 2024Q4: 20,758 shares; 2025Q1: 17,092 shares; 2025Q2: 18,757 shares; 2025Q3: 17,259 shares; 2025Q4: 19,550 shares; 2026Q1: 21,092 shares 21,092 $4.85M 0.06% +1,542 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,633 shares; 2024Q4: 23,179 shares; 2025Q1: 23,134 shares; 2025Q2: 24,368 shares; 2025Q3: 24,332 shares; 2025Q4: 24,146 shares; 2026Q1: 26,185 shares 26,185 $4.83M 0.06% +2,039 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: 45,432 shares; 2024Q4: 79,328 shares; 2025Q1: 80,308 shares; 2025Q2: 93,464 shares; 2025Q3: 93,816 shares; 2025Q4: 73,763 shares; 2026Q1: 82,474 shares 82,474 $4.79M 0.06% +8,711 Timeline PFM 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: 107,006 shares; 2024Q4: 107,006 shares; 2025Q1: 105,521 shares; 2025Q2: 105,410 shares; 2025Q3: 105,389 shares; 2025Q4: 95,074 shares; 2026Q1: 93,718 shares 93,718 $4.79M 0.06% -1,356 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: 4,035 shares; 2024Q4: 3,714 shares; 2025Q1: 3,746 shares; 2025Q2: 4,970 shares; 2025Q3: 5,503 shares; 2025Q4: 5,432 shares; 2026Q1: 6,175 shares 6,175 $4.77M 0.06% +743 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: 69,115 shares; 2024Q4: 73,354 shares; 2025Q1: 63,104 shares; 2025Q2: 53,448 shares; 2025Q3: 52,471 shares; 2025Q4: 52,908 shares; 2026Q1: 49,562 shares 49,562 $4.71M 0.06% -3,346 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,767 shares; 2024Q4: 28,217 shares; 2025Q1: 25,999 shares; 2025Q2: 33,908 shares; 2025Q3: 47,314 shares; 2025Q4: 50,748 shares; 2026Q1: 49,017 shares 49,017 $4.71M 0.06% -1,731 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: 48,362 shares; 2024Q4: 48,362 shares; 2025Q1: 48,673 shares; 2025Q2: 48,102 shares; 2025Q3: 48,032 shares; 2025Q4: 48,980 shares; 2026Q1: 50,506 shares 50,506 $4.68M 0.06% +1,526 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93,498 shares 93,498 $4.68M 0.06% new 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: 95,670 shares; 2024Q4: 92,123 shares; 2025Q1: 88,755 shares; 2025Q2: 90,658 shares; 2025Q3: 90,999 shares; 2025Q4: 88,059 shares; 2026Q1: 88,607 shares 88,607 $4.65M 0.06% +548 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: 19,002 shares; 2024Q4: 19,005 shares; 2025Q1: 18,701 shares; 2025Q2: 15,376 shares; 2025Q3: 15,826 shares; 2025Q4: 16,265 shares; 2026Q1: 17,736 shares 17,736 $4.65M 0.06% +1,471 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: 17,164 shares; 2024Q4: 18,639 shares; 2025Q1: 15,868 shares; 2025Q2: 16,480 shares; 2025Q3: 15,757 shares; 2025Q4: 14,726 shares; 2026Q1: 15,960 shares 15,960 $4.64M 0.06% +1,234 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: 13,938 shares; 2024Q4: 13,047 shares; 2025Q1: 13,121 shares; 2025Q2: 11,256 shares; 2025Q3: 10,048 shares; 2025Q4: 10,081 shares; 2026Q1: 11,095 shares 11,095 $4.62M 0.06% +1,014 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307,722 shares; 2024Q4: 269,609 shares; 2025Q1: 269,069 shares; 2025Q2: 272,310 shares; 2025Q3: 296,258 shares; 2025Q4: 232,024 shares; 2026Q1: 233,074 shares 233,074 $4.57M 0.06% +1,050 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: 15,913 shares; 2024Q4: 54,017 shares; 2025Q1: 14,894 shares; 2025Q2: 53,978 shares; 2025Q3: 53,616 shares; 2025Q4: 51,318 shares; 2026Q1: 51,280 shares 51,280 $4.5M 0.06% -38 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: 44,897 shares; 2024Q4: 44,433 shares; 2025Q1: 35,348 shares; 2025Q2: 28,752 shares; 2025Q3: 34,385 shares; 2025Q4: 40,649 shares; 2026Q1: 35,536 shares 35,536 $4.5M 0.06% -5,113 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: 63,975 shares; 2024Q4: 77,379 shares; 2025Q1: 76,835 shares; 2025Q2: 46,767 shares; 2025Q3: 46,541 shares; 2025Q4: 46,123 shares; 2026Q1: 45,529 shares 45,529 $4.43M 0.05% -594 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: 9,067 shares; 2024Q4: 8,383 shares; 2025Q1: 7,431 shares; 2025Q2: 7,734 shares; 2025Q3: 7,365 shares; 2025Q4: 7,914 shares; 2026Q1: 7,964 shares 7,964 $4.37M 0.05% +50 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: 22,249 shares 22,249 $4.37M 0.05% new 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: 17,578 shares; 2024Q4: 24,075 shares; 2025Q1: 23,532 shares; 2025Q2: 23,417 shares; 2025Q3: 23,644 shares; 2025Q4: 23,698 shares; 2026Q1: 23,681 shares 23,681 $4.31M 0.05% -17 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: 9,469 shares; 2024Q4: 10,702 shares; 2025Q1: 8,729 shares; 2025Q2: 11,528 shares; 2025Q3: 12,200 shares; 2025Q4: 11,818 shares; 2026Q1: 9,928 shares 9,928 $4.29M 0.05% -1,890 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,664 shares; 2024Q4: 67,988 shares; 2025Q1: 69,869 shares; 2025Q2: 63,173 shares; 2025Q3: 57,743 shares; 2025Q4: 46,091 shares; 2026Q1: 46,613 shares 46,613 $4.27M 0.05% +522 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: 41,819 shares; 2024Q4: 38,259 shares; 2025Q1: 39,350 shares; 2025Q2: 37,956 shares; 2025Q3: 35,722 shares; 2025Q4: 36,455 shares; 2026Q1: 32,964 shares 32,964 $4.25M 0.05% -3,491 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: 15,740 shares; 2024Q4: 15,471 shares; 2025Q1: 14,915 shares; 2025Q2: 15,057 shares; 2025Q3: 15,043 shares; 2025Q4: 13,970 shares; 2026Q1: 14,553 shares 14,553 $4.24M 0.05% +583 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: 11,804 shares; 2024Q4: 22,981 shares; 2025Q1: 22,759 shares; 2025Q2: 49,756 shares; 2025Q3: 48,661 shares; 2025Q4: 49,690 shares; 2026Q1: 145,544 shares 145,544 $4.23M 0.05% +95,854 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: 37,381 shares; 2024Q4: 33,316 shares; 2025Q1: 31,544 shares; 2025Q2: 39,099 shares; 2025Q3: 37,902 shares; 2025Q4: 70,020 shares; 2026Q1: 68,373 shares 68,373 $4.19M 0.05% -1,647 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,494 shares; 2024Q4: 103,029 shares; 2025Q1: 99,635 shares; 2025Q2: 75,165 shares; 2025Q3: 75,092 shares; 2025Q4: 74,962 shares; 2026Q1: 73,534 shares 73,534 $4.18M 0.05% -1,428 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: 10,095 shares; 2024Q4: 6,637 shares; 2025Q1: 11,024 shares; 2025Q2: 11,155 shares; 2025Q3: 11,542 shares; 2025Q4: 11,816 shares; 2026Q1: 14,056 shares 14,056 $4.15M 0.05% +2,240 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: 17,465 shares; 2024Q4: 17,470 shares; 2025Q1: 16,414 shares; 2025Q2: 14,943 shares; 2025Q3: 14,508 shares; 2025Q4: 13,857 shares; 2026Q1: 12,601 shares 12,601 $4.14M 0.05% -1,256 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,880 shares; 2024Q4: 75,880 shares; 2025Q1: 75,880 shares; 2025Q2: 78,181 shares; 2025Q3: 86,936 shares; 2025Q4: 86,438 shares; 2026Q1: 86,438 shares 86,438 $4.12M 0.05% 0 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: 48,866 shares; 2024Q4: 127,964 shares; 2025Q1: 123,028 shares; 2025Q2: 118,601 shares; 2025Q3: 120,236 shares; 2025Q4: 117,028 shares; 2026Q1: 106,820 shares 106,820 $4.05M 0.05% -10,208 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,153 shares; 2024Q4: 75,437 shares; 2025Q1: 75,582 shares; 2025Q2: 95,141 shares; 2025Q3: 110,019 shares; 2025Q4: 99,343 shares; 2026Q1: 98,950 shares 98,950 $4.01M 0.05% -393 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,221 shares; 2024Q4: 34,081 shares; 2025Q1: 40,775 shares; 2025Q2: 60,483 shares; 2025Q3: 60,586 shares; 2025Q4: 60,392 shares; 2026Q1: 117,679 shares 117,679 $4M 0.05% +57,287 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,479 shares; 2024Q4: 61,215 shares; 2025Q1: 58,291 shares; 2025Q2: 57,274 shares; 2025Q3: 57,911 shares; 2025Q4: 56,630 shares; 2026Q1: 54,821 shares 54,821 $3.93M 0.05% -1,809 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: 8,811 shares; 2024Q4: 9,038 shares; 2025Q1: 7,944 shares; 2025Q2: 9,036 shares; 2025Q3: 9,288 shares; 2025Q4: 38,468 shares; 2026Q1: 37,341 shares 37,341 $3.91M 0.05% -1,127 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: 8,592 shares; 2024Q4: 11,899 shares; 2025Q1: 10,491 shares; 2025Q2: 11,037 shares; 2025Q3: 12,089 shares; 2025Q4: 12,157 shares; 2026Q1: 12,111 shares 12,111 $3.88M 0.05% -46 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: 24,291 shares; 2024Q4: 41,643 shares; 2025Q1: 53,160 shares; 2025Q2: 53,131 shares; 2025Q3: 53,630 shares; 2025Q4: 47,619 shares; 2026Q1: 47,548 shares 47,548 $3.85M 0.05% -71 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: 8,866 shares; 2024Q4: 8,864 shares; 2025Q1: 8,935 shares; 2025Q2: 9,974 shares; 2025Q3: 59,746 shares; 2025Q4: 68,219 shares; 2026Q1: 68,173 shares 68,173 $3.78M 0.05% -46 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: 67,262 shares; 2024Q4: 21,355 shares; 2025Q1: 20,649 shares; 2025Q2: 16,416 shares; 2025Q3: 16,377 shares; 2025Q4: 15,387 shares; 2026Q1: 18,108 shares 18,108 $3.77M 0.05% +2,721 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: 7,388 shares; 2024Q4: 7,251 shares; 2025Q1: 7,374 shares; 2025Q2: 8,821 shares; 2025Q3: 8,994 shares; 2025Q4: 8,187 shares; 2026Q1: 7,750 shares 7,750 $3.76M 0.05% -437 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: 7,893 shares; 2024Q4: 8,084 shares; 2025Q1: 8,895 shares; 2025Q2: 8,730 shares; 2025Q3: 8,591 shares; 2025Q4: 8,659 shares; 2026Q1: 9,586 shares 9,586 $3.74M 0.05% +927 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: 23,949 shares; 2024Q4: 25,912 shares; 2025Q1: 22,322 shares; 2025Q2: 16,707 shares; 2025Q3: 14,442 shares; 2025Q4: 16,213 shares; 2026Q1: 18,798 shares 18,798 $3.73M 0.05% +2,585 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,990 shares; 2024Q4: 98,127 shares; 2025Q1: 96,681 shares; 2025Q2: 89,231 shares; 2025Q3: 97,311 shares; 2025Q4: 67,327 shares; 2026Q1: 36,909 shares 36,909 $3.71M 0.05% -30,418 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: 21,980 shares; 2024Q4: 20,841 shares; 2025Q1: 16,832 shares; 2025Q2: 17,037 shares; 2025Q3: 16,695 shares; 2025Q4: 16,426 shares; 2026Q1: 17,600 shares 17,600 $3.7M 0.05% +1,174 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: 33,671 shares; 2024Q4: 30,492 shares; 2025Q1: 29,584 shares; 2025Q2: 29,494 shares; 2025Q3: 29,550 shares; 2025Q4: 29,450 shares; 2026Q1: 32,844 shares 32,844 $3.69M 0.05% +3,394 Timeline BBJP 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: 53,836 shares; 2024Q4: 51,128 shares; 2025Q1: 52,419 shares; 2025Q2: 51,735 shares; 2025Q3: 51,245 shares; 2025Q4: 52,472 shares; 2026Q1: 53,494 shares 53,494 $3.69M 0.05% +1,022 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: 59,654 shares; 2024Q4: 50,034 shares; 2025Q1: 48,514 shares; 2025Q2: 53,699 shares; 2025Q3: 52,487 shares; 2025Q4: 45,505 shares; 2026Q1: 41,145 shares 41,145 $3.69M 0.05% -4,360 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: 78,135 shares; 2024Q4: 75,431 shares; 2025Q1: 69,125 shares; 2025Q2: 68,155 shares; 2025Q3: 67,555 shares; 2025Q4: 61,144 shares; 2026Q1: 78,368 shares 78,368 $3.68M 0.05% +17,224 Timeline BBCA 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: 38,691 shares; 2024Q4: 38,519 shares; 2025Q1: 36,686 shares; 2025Q2: 38,680 shares; 2025Q3: 38,484 shares; 2025Q4: 39,047 shares; 2026Q1: 38,915 shares 38,915 $3.66M 0.04% -132 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: 43,183 shares; 2024Q4: 42,081 shares; 2025Q1: 32,478 shares; 2025Q2: 33,680 shares; 2025Q3: 31,667 shares; 2025Q4: 28,031 shares; 2026Q1: 27,850 shares 27,850 $3.66M 0.04% -181 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: 19,063 shares; 2024Q4: 18,603 shares; 2025Q1: 17,459 shares; 2025Q2: 16,986 shares; 2025Q3: 16,697 shares; 2025Q4: 17,466 shares; 2026Q1: 16,986 shares 16,986 $3.65M 0.04% -480 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: 20,915 shares; 2024Q4: 15,211 shares; 2025Q1: 15,233 shares; 2025Q2: 14,425 shares; 2025Q3: 14,582 shares; 2025Q4: 13,683 shares; 2026Q1: 14,833 shares 14,833 $3.62M 0.04% +1,150 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,577 shares; 2024Q4: 25,232 shares; 2025Q1: 24,066 shares; 2025Q2: 24,765 shares; 2025Q3: 23,833 shares; 2025Q4: 23,292 shares; 2026Q1: 23,354 shares 23,354 $3.59M 0.04% +62 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: 8,075 shares; 2024Q4: 8,043 shares; 2025Q1: 54,338 shares; 2025Q2: 54,401 shares; 2025Q3: 54,078 shares; 2025Q4: 54,079 shares; 2026Q1: 54,054 shares 54,054 $3.56M 0.04% -25 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: 10,448 shares; 2024Q4: 10,530 shares; 2025Q1: 10,754 shares; 2025Q2: 21,707 shares; 2025Q3: 23,051 shares; 2025Q4: 22,823 shares; 2026Q1: 24,106 shares 24,106 $3.53M 0.04% +1,283 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,978 shares; 2024Q4: 32,880 shares; 2025Q1: 24,972 shares; 2025Q2: 34,653 shares; 2025Q3: 32,206 shares; 2025Q4: 29,925 shares; 2026Q1: 27,917 shares 27,917 $3.53M 0.04% -2,008 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: 4,493 shares; 2024Q4: 4,082 shares; 2025Q1: 4,344 shares; 2025Q2: 3,394 shares; 2025Q3: 10,366 shares; 2025Q4: 8,267 shares; 2026Q1: 8,899 shares 8,899 $3.53M 0.04% +632 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,396 shares; 2024Q4: 62,023 shares; 2025Q1: 58,482 shares; 2025Q2: 60,672 shares; 2025Q3: 56,713 shares; 2025Q4: 54,658 shares; 2026Q1: 61,627 shares 61,627 $3.47M 0.04% +6,969 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: 8,000 shares; 2024Q4: 9,392 shares; 2025Q1: 8,568 shares; 2025Q2: 13,838 shares; 2025Q3: 9,842 shares; 2025Q4: 10,085 shares; 2026Q1: 13,717 shares 13,717 $3.44M 0.04% +3,632 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: 6,900 shares; 2024Q4: 6,613 shares; 2025Q1: 6,268 shares; 2025Q2: 7,672 shares; 2025Q3: 10,857 shares; 2025Q4: 8,716 shares; 2026Q1: 8,724 shares 8,724 $3.42M 0.04% +8 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: not reported; 2025Q3: 4,982 shares; 2025Q4: 4,593 shares; 2026Q1: 5,345 shares 5,345 $3.4M 0.04% +752 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: 5,528 shares; 2024Q4: 5,474 shares; 2025Q1: 5,002 shares; 2025Q2: 4,794 shares; 2025Q3: 4,521 shares; 2025Q4: 4,430 shares; 2026Q1: 4,922 shares 4,922 $3.36M 0.04% +492 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,563 shares; 2026Q1: 29,070 shares 29,070 $3.35M 0.04% +8,507 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,686 shares; 2024Q4: 61,770 shares; 2025Q1: 44,433 shares; 2025Q2: 59,969 shares; 2025Q3: 57,272 shares; 2025Q4: 48,998 shares; 2026Q1: 51,211 shares 51,211 $3.34M 0.04% +2,213 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,355 shares; 2024Q4: 31,311 shares; 2025Q1: 30,706 shares; 2025Q2: 29,819 shares; 2025Q3: 29,664 shares; 2025Q4: 26,755 shares; 2026Q1: 26,080 shares 26,080 $3.31M 0.04% -675 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: 33,584 shares; 2024Q4: 38,034 shares; 2025Q1: 29,544 shares; 2025Q2: 64,807 shares; 2025Q3: 63,759 shares; 2025Q4: 66,637 shares; 2026Q1: 66,559 shares 66,559 $3.29M 0.04% -78 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,997 shares; 2024Q4: 30,742 shares; 2025Q1: 30,155 shares; 2025Q2: 25,608 shares; 2025Q3: 25,121 shares; 2025Q4: 24,793 shares; 2026Q1: 25,629 shares 25,629 $3.28M 0.04% +836 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,664 shares; 2024Q4: 212,149 shares; 2025Q1: 212,023 shares; 2025Q2: 212,940 shares; 2025Q3: 210,854 shares; 2025Q4: 211,322 shares; 2026Q1: 173,802 shares 173,802 $3.28M 0.04% -37,520 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,544 shares; 2024Q4: 63,095 shares; 2025Q1: 53,413 shares; 2025Q2: 52,837 shares; 2025Q3: 53,287 shares; 2025Q4: 49,179 shares; 2026Q1: 46,060 shares 46,060 $3.26M 0.04% -3,119 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,010 shares; 2025Q1: 9,169 shares; 2025Q2: 11,441 shares; 2025Q3: 11,267 shares; 2025Q4: 11,550 shares; 2026Q1: 10,767 shares 10,767 $3.2M 0.04% -783 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,919 shares; 2024Q4: 69,965 shares; 2025Q1: 70,078 shares; 2025Q2: 70,856 shares; 2025Q3: 72,667 shares; 2025Q4: 69,854 shares; 2026Q1: 70,853 shares 70,853 $3.11M 0.04% +999 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: 46,706 shares; 2026Q1: 53,884 shares 53,884 $3.1M 0.04% +7,178 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: 20,792 shares; 2024Q4: 21,703 shares; 2025Q1: 15,143 shares; 2025Q2: 18,636 shares; 2025Q3: 14,894 shares; 2025Q4: 16,093 shares; 2026Q1: 16,256 shares 16,256 $3.09M 0.04% +163 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,007 shares 68,007 $3.08M 0.04% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,404 shares; 2024Q4: 49,395 shares; 2025Q1: 44,865 shares; 2025Q2: 45,222 shares; 2025Q3: 46,666 shares; 2025Q4: 50,643 shares; 2026Q1: 59,163 shares 59,163 $3.06M 0.04% +8,520 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: 25,445 shares; 2025Q1: 21,020 shares; 2025Q2: 22,719 shares; 2025Q3: 25,731 shares; 2025Q4: 24,264 shares; 2026Q1: 24,808 shares 24,808 $3.05M 0.04% +544 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: 34,857 shares; 2024Q4: 34,213 shares; 2025Q1: 40,943 shares; 2025Q2: 43,126 shares; 2025Q3: 45,025 shares; 2025Q4: 44,105 shares; 2026Q1: 42,080 shares 42,080 $3.04M 0.04% -2,025 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: 21,290 shares; 2024Q4: 22,184 shares; 2025Q1: 19,957 shares; 2025Q2: 49,886 shares; 2025Q3: 49,217 shares; 2025Q4: 63,789 shares; 2026Q1: 63,385 shares 63,385 $3.04M 0.04% -404 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: 16,771 shares; 2024Q4: 14,735 shares; 2025Q1: 31,165 shares; 2025Q2: 29,774 shares; 2025Q3: 30,408 shares; 2025Q4: 32,592 shares; 2026Q1: 31,777 shares 31,777 $3.03M 0.04% -815 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,350 shares; 2024Q4: 9,736 shares; 2025Q1: 15,069 shares; 2025Q2: 16,707 shares; 2025Q3: 17,771 shares; 2025Q4: 16,071 shares; 2026Q1: 16,183 shares 16,183 $3.02M 0.04% +112 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: 19,242 shares; 2024Q4: 20,017 shares; 2025Q1: 19,580 shares; 2025Q2: 17,876 shares; 2025Q3: 19,602 shares; 2025Q4: 19,407 shares; 2026Q1: 22,116 shares 22,116 $3.01M 0.04% +2,709 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: 48,837 shares; 2024Q4: 83,942 shares; 2025Q1: 68,762 shares; 2025Q2: 128,972 shares; 2025Q3: 128,664 shares; 2025Q4: 130,796 shares; 2026Q1: 119,573 shares 119,573 $3M 0.04% -11,223 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,034 shares; 2024Q4: 8,295 shares; 2025Q1: 9,747 shares; 2025Q2: 9,993 shares; 2025Q3: 9,659 shares; 2025Q4: 9,917 shares; 2026Q1: 11,543 shares 11,543 $2.97M 0.04% +1,626 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: 31,405 shares; 2024Q4: 50,592 shares; 2025Q1: 50,075 shares; 2025Q2: 53,286 shares; 2025Q3: 58,122 shares; 2025Q4: 54,226 shares; 2026Q1: 47,300 shares 47,300 $2.97M 0.04% -6,926 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,997 shares; 2024Q4: 20,452 shares; 2025Q1: 19,488 shares; 2025Q2: 18,535 shares; 2025Q3: 19,004 shares; 2025Q4: 20,512 shares; 2026Q1: 20,213 shares 20,213 $2.95M 0.04% -299 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: 21,043 shares; 2024Q4: 24,494 shares; 2025Q1: 19,471 shares; 2025Q2: 20,508 shares; 2025Q3: 18,423 shares; 2025Q4: 17,202 shares; 2026Q1: 14,749 shares 14,749 $2.92M 0.04% -2,453 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,837 shares; 2024Q4: 111,647 shares; 2025Q1: 105,298 shares; 2025Q2: 104,518 shares; 2025Q3: 104,483 shares; 2025Q4: 104,647 shares; 2026Q1: 104,718 shares 104,718 $2.92M 0.04% +71 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: 23,373 shares; 2024Q4: 27,563 shares; 2025Q1: 25,729 shares; 2025Q2: 28,161 shares; 2025Q3: 27,067 shares; 2025Q4: 31,777 shares; 2026Q1: 34,245 shares 34,245 $2.92M 0.04% +2,468 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,744 shares; 2024Q4: 29,893 shares; 2025Q1: 30,164 shares; 2025Q2: 34,079 shares; 2025Q3: 36,467 shares; 2025Q4: 35,109 shares; 2026Q1: 35,074 shares 35,074 $2.89M 0.04% -35 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,102 shares; 2024Q4: 43,307 shares; 2025Q1: 32,864 shares; 2025Q2: 43,043 shares; 2025Q3: 46,877 shares; 2025Q4: 47,244 shares; 2026Q1: 62,770 shares 62,770 $2.88M 0.04% +15,526 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,131 shares; 2024Q4: 7,513 shares; 2025Q1: 7,574 shares; 2025Q2: 7,310 shares; 2025Q3: 7,645 shares; 2025Q4: 8,003 shares; 2026Q1: 7,501 shares 7,501 $2.88M 0.04% -502 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: 8,188 shares; 2024Q4: 7,465 shares; 2025Q1: 7,200 shares; 2025Q2: 8,003 shares; 2025Q3: 8,555 shares; 2025Q4: 8,622 shares; 2026Q1: 8,363 shares 8,363 $2.87M 0.04% -259 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,259 shares; 2024Q4: 4,048 shares; 2025Q1: 7,218 shares; 2025Q2: 7,471 shares; 2025Q3: 7,792 shares; 2025Q4: 7,589 shares; 2026Q1: 7,867 shares 7,867 $2.86M 0.04% +278 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,827 shares; 2024Q4: 29,289 shares; 2025Q1: 27,898 shares; 2025Q2: 18,472 shares; 2025Q3: 17,654 shares; 2025Q4: 16,145 shares; 2026Q1: 15,746 shares 15,746 $2.86M 0.04% -399 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,439 shares; 2024Q4: 12,759 shares; 2025Q1: 11,645 shares; 2025Q2: 12,456 shares; 2025Q3: 11,928 shares; 2025Q4: 11,518 shares; 2026Q1: 11,501 shares 11,501 $2.84M 0.03% -17 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,711 shares; 2024Q4: 17,813 shares; 2025Q1: 13,694 shares; 2025Q2: 10,647 shares; 2025Q3: 9,233 shares; 2025Q4: 9,413 shares; 2026Q1: 13,086 shares 13,086 $2.83M 0.03% +3,673 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: 74,590 shares; 2024Q4: 6,648 shares; 2025Q1: 7,970 shares; 2025Q2: 9,088 shares; 2025Q3: 8,986 shares; 2025Q4: 10,194 shares; 2026Q1: 10,099 shares 10,099 $2.82M 0.03% -95 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: 22,619 shares; 2024Q4: 22,341 shares; 2025Q1: 21,121 shares; 2025Q2: 21,010 shares; 2025Q3: 21,405 shares; 2025Q4: 20,854 shares; 2026Q1: 21,415 shares 21,415 $2.81M 0.03% +561 Timeline IXN 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: 31,102 shares; 2024Q4: 31,108 shares; 2025Q1: 30,824 shares; 2025Q2: 30,494 shares; 2025Q3: 30,308 shares; 2025Q4: 28,698 shares; 2026Q1: 27,948 shares 27,948 $2.79M 0.03% -750 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: 5,079 shares; 2024Q4: 6,692 shares; 2025Q1: 5,557 shares; 2025Q2: 9,402 shares; 2025Q3: 11,409 shares; 2025Q4: 10,348 shares; 2026Q1: 10,303 shares 10,303 $2.79M 0.03% -45 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,927 shares; 2024Q4: 11,129 shares; 2025Q1: 16,248 shares; 2025Q2: 17,689 shares; 2025Q3: 18,023 shares; 2025Q4: 13,417 shares; 2026Q1: 14,193 shares 14,193 $2.78M 0.03% +776 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: 12,241 shares; 2024Q4: 11,170 shares; 2025Q1: 10,169 shares; 2025Q2: 10,771 shares; 2025Q3: 9,982 shares; 2025Q4: 10,264 shares; 2026Q1: 10,324 shares 10,324 $2.75M 0.03% +60 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: 5,938 shares; 2024Q4: 6,092 shares; 2025Q1: 6,393 shares; 2025Q2: 6,353 shares; 2025Q3: 5,854 shares; 2025Q4: 7,008 shares; 2026Q1: 6,166 shares 6,166 $2.75M 0.03% -842 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,624 shares; 2024Q4: 71,812 shares; 2025Q1: 71,412 shares; 2025Q2: 71,412 shares; 2025Q3: 71,412 shares; 2025Q4: 72,628 shares; 2026Q1: 127,921 shares 127,921 $2.75M 0.03% +55,293 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: 20,745 shares; 2024Q4: 24,311 shares; 2025Q1: 23,426 shares; 2025Q2: 23,549 shares; 2025Q3: 23,289 shares; 2025Q4: 17,673 shares; 2026Q1: 16,036 shares 16,036 $2.75M 0.03% -1,637 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,284 shares; 2024Q4: 190,396 shares; 2025Q1: 140,871 shares; 2025Q2: 136,483 shares; 2025Q3: 133,182 shares; 2025Q4: 126,728 shares; 2026Q1: 125,998 shares 125,998 $2.73M 0.03% -730 Timeline PZA 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: 45,319 shares; 2024Q4: 41,809 shares; 2025Q1: 44,207 shares; 2025Q2: 45,380 shares; 2025Q3: 49,471 shares; 2025Q4: 49,471 shares; 2026Q1: 118,542 shares 118,542 $2.72M 0.03% +69,071 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 449,179 shares; 2024Q4: 436,108 shares; 2025Q1: 398,535 shares; 2025Q2: 401,843 shares; 2025Q3: 408,302 shares; 2025Q4: 402,828 shares; 2026Q1: 391,194 shares 391,194 $2.72M 0.03% -11,634 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: 32,638 shares; 2024Q4: 30,590 shares; 2025Q1: 30,488 shares; 2025Q2: 30,733 shares; 2025Q3: 35,520 shares; 2025Q4: 30,746 shares; 2026Q1: 32,379 shares 32,379 $2.71M 0.03% +1,633 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: 18,145 shares; 2024Q4: 18,419 shares; 2025Q1: 18,234 shares; 2025Q2: 18,307 shares; 2025Q3: 18,390 shares; 2025Q4: 18,572 shares; 2026Q1: 18,664 shares 18,664 $2.71M 0.03% +92 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,621 shares; 2024Q4: 58,200 shares; 2025Q1: 51,688 shares; 2025Q2: 64,425 shares; 2025Q3: 68,133 shares; 2025Q4: 69,586 shares; 2026Q1: 69,065 shares 69,065 $2.7M 0.03% -521 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,769 shares; 2024Q4: 24,903 shares; 2025Q1: 25,622 shares; 2025Q2: 23,865 shares; 2025Q3: 23,995 shares; 2025Q4: 27,448 shares; 2026Q1: 28,112 shares 28,112 $2.69M 0.03% +664 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: 13,819 shares; 2024Q4: 15,667 shares; 2025Q1: 13,902 shares; 2025Q2: 14,971 shares; 2025Q3: 15,881 shares; 2025Q4: 17,188 shares; 2026Q1: 16,909 shares 16,909 $2.66M 0.03% -279 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: 25,393 shares; 2024Q4: 28,280 shares; 2025Q1: 29,900 shares; 2025Q2: 33,903 shares; 2025Q3: 35,226 shares; 2025Q4: 38,576 shares; 2026Q1: 38,172 shares 38,172 $2.6M 0.03% -404 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: 5,383 shares; 2024Q4: 6,026 shares; 2025Q1: 5,127 shares; 2025Q2: 5,466 shares; 2025Q3: 5,462 shares; 2025Q4: 5,340 shares; 2026Q1: 5,493 shares 5,493 $2.6M 0.03% +153 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,913 shares; 2024Q4: 9,210 shares; 2025Q1: 10,672 shares; 2025Q2: 7,042 shares; 2025Q3: 6,885 shares; 2025Q4: 9,948 shares; 2026Q1: 9,192 shares 9,192 $2.6M 0.03% -756 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,573 shares; 2024Q4: 72,989 shares; 2025Q1: 68,384 shares; 2025Q2: 64,835 shares; 2025Q3: 64,565 shares; 2025Q4: 65,977 shares; 2026Q1: 65,716 shares 65,716 $2.53M 0.03% -261 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: 14,381 shares; 2024Q4: 14,029 shares; 2025Q1: 15,924 shares; 2025Q2: 14,589 shares; 2025Q3: 14,575 shares; 2025Q4: 13,392 shares; 2026Q1: 12,791 shares 12,791 $2.53M 0.03% -601 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: 68,591 shares; 2024Q4: 63,113 shares; 2025Q1: 57,070 shares; 2025Q2: 56,920 shares; 2025Q3: 54,825 shares; 2025Q4: 55,161 shares; 2026Q1: 61,603 shares 61,603 $2.53M 0.03% +6,442 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: 21,388 shares; 2024Q4: 17,019 shares; 2025Q1: 19,460 shares; 2025Q2: 15,149 shares; 2025Q3: 16,791 shares; 2025Q4: 15,813 shares; 2026Q1: 19,087 shares 19,087 $2.52M 0.03% +3,274 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,257 shares; 2024Q4: 16,447 shares; 2025Q1: 17,231 shares; 2025Q2: 18,459 shares; 2025Q3: 17,797 shares; 2025Q4: 18,529 shares; 2026Q1: 20,007 shares 20,007 $2.52M 0.03% +1,478 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,552 shares; 2025Q3: 49,582 shares; 2025Q4: 49,394 shares; 2026Q1: 49,135 shares 49,135 $2.51M 0.03% -259 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,300 shares; 2024Q4: 47,626 shares; 2025Q1: 41,147 shares; 2025Q2: 47,092 shares; 2025Q3: 45,491 shares; 2025Q4: 55,303 shares; 2026Q1: 55,813 shares 55,813 $2.5M 0.03% +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: 6,432 shares; 2024Q4: 7,025 shares; 2025Q1: 6,683 shares; 2025Q2: 26,448 shares; 2025Q3: 27,034 shares; 2025Q4: 26,153 shares; 2026Q1: 32,441 shares 32,441 $2.5M 0.03% +6,288 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,959 shares; 2024Q4: 28,813 shares; 2025Q1: 27,468 shares; 2025Q2: 25,953 shares; 2025Q3: 25,657 shares; 2025Q4: 26,126 shares; 2026Q1: 25,995 shares 25,995 $2.49M 0.03% -131 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,414 shares; 2025Q3: 55,931 shares; 2025Q4: 56,095 shares; 2026Q1: 55,004 shares 55,004 $2.48M 0.03% -1,091 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: 32,048 shares; 2024Q4: 27,748 shares; 2025Q1: 26,694 shares; 2025Q2: 23,979 shares; 2025Q3: 20,376 shares; 2025Q4: 21,311 shares; 2026Q1: 20,410 shares 20,410 $2.47M 0.03% -901 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 877 shares; 2024Q4: 941 shares; 2025Q1: 1,393 shares; 2025Q2: 1,306 shares; 2025Q3: 1,316 shares; 2025Q4: 1,310 shares; 2026Q1: 1,288 shares 1,288 $2.47M 0.03% -22 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,453 shares; 2024Q4: 133,990 shares; 2025Q1: 131,122 shares; 2025Q2: 132,742 shares; 2025Q3: 115,797 shares; 2025Q4: 115,416 shares; 2026Q1: 117,324 shares 117,324 $2.43M 0.03% +1,908 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120,342 shares; 2026Q1: 191,469 shares 191,469 $2.4M 0.03% +71,127 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,165 shares; 2024Q4: 9,165 shares; 2025Q1: 9,165 shares; 2025Q2: 9,435 shares; 2025Q3: 10,336 shares; 2025Q4: 10,125 shares; 2026Q1: 10,126 shares 10,126 $2.39M 0.03% +1 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,118 shares; 2024Q4: 12,195 shares; 2025Q1: 12,380 shares; 2025Q2: 12,683 shares; 2025Q3: 11,954 shares; 2025Q4: 14,804 shares; 2026Q1: 13,806 shares 13,806 $2.38M 0.03% -998 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: 7,818 shares; 2024Q4: 6,765 shares; 2025Q1: 6,620 shares; 2025Q2: 7,490 shares; 2025Q3: 8,107 shares; 2025Q4: 7,614 shares; 2026Q1: 7,235 shares 7,235 $2.34M 0.03% -379 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: 5,166 shares; 2024Q4: 5,279 shares; 2025Q1: 6,363 shares; 2025Q2: 22,663 shares; 2025Q3: 23,214 shares; 2025Q4: 46,442 shares; 2026Q1: 50,703 shares 50,703 $2.33M 0.03% +4,261 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: 18,759 shares; 2024Q4: 19,260 shares; 2025Q1: 18,022 shares; 2025Q2: 16,674 shares; 2025Q3: 16,676 shares; 2025Q4: 16,678 shares; 2026Q1: 17,002 shares 17,002 $2.31M 0.03% +324 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,059 shares; 2024Q4: 3,218 shares; 2025Q1: 1,751 shares; 2025Q2: 3,103 shares; 2025Q3: 3,259 shares; 2025Q4: 3,813 shares; 2026Q1: 3,917 shares 3,917 $2.31M 0.03% +104 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,680 shares; 2024Q4: 52,751 shares; 2025Q1: 47,919 shares; 2025Q2: 49,774 shares; 2025Q3: 50,521 shares; 2025Q4: 43,717 shares; 2026Q1: 41,306 shares 41,306 $2.3M 0.03% -2,411 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,840 shares; 2024Q4: 20,586 shares; 2025Q1: 21,036 shares; 2025Q2: 22,975 shares; 2025Q3: 23,782 shares; 2025Q4: 27,081 shares; 2026Q1: 39,134 shares 39,134 $2.29M 0.03% +12,053 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: 18,783 shares; 2024Q4: 18,712 shares; 2025Q1: 18,759 shares; 2025Q2: 19,269 shares; 2025Q3: 19,200 shares; 2025Q4: 20,211 shares; 2026Q1: 20,509 shares 20,509 $2.29M 0.03% +298 Timeline TZA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,418 shares; 2024Q4: 74,418 shares; 2025Q1: 298,751 shares; 2025Q2: 392,759 shares; 2025Q3: 78,216 shares; 2025Q4: 78,006 shares; 2026Q1: 324,419 shares 324,419 $2.28M 0.03% +246,413 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,925 shares; 2024Q4: 21,414 shares; 2025Q1: 22,439 shares; 2025Q2: 23,499 shares; 2025Q3: 23,300 shares; 2025Q4: 26,312 shares; 2026Q1: 27,521 shares 27,521 $2.27M 0.03% +1,209 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: 3,724 shares; 2024Q4: 3,553 shares; 2025Q1: 3,252 shares; 2025Q2: 3,518 shares; 2025Q3: 3,477 shares; 2025Q4: 3,191 shares; 2026Q1: 3,085 shares 3,085 $2.25M 0.03% -106 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,845 shares; 2024Q4: 40,127 shares; 2025Q1: 37,337 shares; 2025Q2: 36,891 shares; 2025Q3: 36,131 shares; 2025Q4: 34,014 shares; 2026Q1: 32,289 shares 32,289 $2.24M 0.03% -1,725 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: 27,229 shares; 2024Q4: 26,097 shares; 2025Q1: 21,657 shares; 2025Q2: 12,760 shares; 2025Q3: 11,472 shares; 2025Q4: 8,581 shares; 2026Q1: 7,018 shares 7,018 $2.23M 0.03% -1,563 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: 70,155 shares; 2024Q4: 59,782 shares; 2025Q1: 58,022 shares; 2025Q2: 65,799 shares; 2025Q3: 65,267 shares; 2025Q4: 64,643 shares; 2026Q1: 66,466 shares 66,466 $2.23M 0.03% +1,823 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,711 shares; 2025Q3: 7,722 shares; 2025Q4: 7,731 shares; 2026Q1: 60,334 shares 60,334 $2.22M 0.03% +52,603 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,105 shares; 2024Q4: 27,031 shares; 2025Q1: 24,190 shares; 2025Q2: 25,689 shares; 2025Q3: 25,586 shares; 2025Q4: 27,924 shares; 2026Q1: 28,102 shares 28,102 $2.21M 0.03% +178 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,535 shares; 2024Q4: 16,969 shares; 2025Q1: 16,885 shares; 2025Q2: 17,482 shares; 2025Q3: 19,431 shares; 2025Q4: 20,505 shares; 2026Q1: 26,410 shares 26,410 $2.19M 0.03% +5,905 Timeline BBAX 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: 34,944 shares; 2024Q4: 34,431 shares; 2025Q1: 35,412 shares; 2025Q2: 35,047 shares; 2025Q3: 34,888 shares; 2025Q4: 36,326 shares; 2026Q1: 36,547 shares 36,547 $2.17M 0.03% +221 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: 20,581 shares; 2024Q4: 13,276 shares; 2025Q1: 12,824 shares; 2025Q2: 14,995 shares; 2025Q3: 15,803 shares; 2025Q4: 19,517 shares; 2026Q1: 19,996 shares 19,996 $2.16M 0.03% +479 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,798 shares; 2024Q4: 91,090 shares; 2025Q1: 100,403 shares; 2025Q2: 120,933 shares; 2025Q3: 128,589 shares; 2025Q4: 141,059 shares; 2026Q1: 191,230 shares 191,230 $2.16M 0.03% +50,171 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: 16,647 shares; 2024Q4: 17,201 shares; 2025Q1: 12,562 shares; 2025Q2: 13,358 shares; 2025Q3: 13,093 shares; 2025Q4: 11,584 shares; 2026Q1: 8,857 shares 8,857 $2.15M 0.03% -2,727 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: 48,361 shares; 2024Q4: 43,519 shares; 2025Q1: 37,599 shares; 2025Q2: 45,763 shares; 2025Q3: 49,008 shares; 2025Q4: 46,267 shares; 2026Q1: 45,800 shares 45,800 $2.15M 0.03% -467 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: 15,763 shares; 2024Q4: 16,068 shares; 2025Q1: 14,595 shares; 2025Q2: 14,728 shares; 2025Q3: 12,856 shares; 2025Q4: 12,367 shares; 2026Q1: 12,360 shares 12,360 $2.14M 0.03% -7 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,492 shares; 2024Q4: 4,643 shares; 2025Q1: 4,627 shares; 2025Q2: 3,952 shares; 2025Q3: 4,266 shares; 2025Q4: 4,612 shares; 2026Q1: 5,381 shares 5,381 $2.14M 0.03% +769 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,580 shares; 2026Q1: 23,243 shares 23,243 $2.14M 0.03% -2,337 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,280 shares; 2025Q1: 32,238 shares; 2025Q2: 33,994 shares; 2025Q3: 33,740 shares; 2025Q4: 32,006 shares; 2026Q1: 39,310 shares 39,310 $2.13M 0.03% +7,304 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,300 shares; 2024Q4: 37,622 shares; 2025Q1: 36,326 shares; 2025Q2: 40,431 shares; 2025Q3: 41,037 shares; 2025Q4: 41,644 shares; 2026Q1: 55,369 shares 55,369 $2.13M 0.03% +13,725 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,207 shares; 2024Q4: 7,561 shares; 2025Q1: 7,068 shares; 2025Q2: 7,780 shares; 2025Q3: 5,761 shares; 2025Q4: 6,898 shares; 2026Q1: 6,965 shares 6,965 $2.12M 0.03% +67 Timeline EFSI EAGLE FINL SVCS INC More: the full row for EAGLE FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,400 shares; 2025Q3: 60,400 shares; 2025Q4: 60,400 shares; 2026Q1: 60,400 shares 60,400 $2.11M 0.03% 0 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: 15,764 shares; 2024Q4: 17,406 shares; 2025Q1: 14,892 shares; 2025Q2: 15,046 shares; 2025Q3: 14,960 shares; 2025Q4: 14,811 shares; 2026Q1: 19,189 shares 19,189 $2.1M 0.03% +4,378 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,234 shares; 2024Q4: 19,383 shares; 2025Q1: 18,290 shares; 2025Q2: 17,791 shares; 2025Q3: 17,439 shares; 2025Q4: 17,257 shares; 2026Q1: 14,376 shares 14,376 $2.1M 0.03% -2,881 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,454 shares; 2024Q4: 8,778 shares; 2025Q1: 7,885 shares; 2025Q2: 8,773 shares; 2025Q3: 7,603 shares; 2025Q4: 7,216 shares; 2026Q1: 7,561 shares 7,561 $2.09M 0.03% +345 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,545 shares; 2024Q4: 31,954 shares; 2025Q1: 30,062 shares; 2025Q2: 30,339 shares; 2025Q3: 23,323 shares; 2025Q4: 21,412 shares; 2026Q1: 21,361 shares 21,361 $2.09M 0.03% -51 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: 49,353 shares; 2024Q4: 41,984 shares; 2025Q1: 35,024 shares; 2025Q2: 25,938 shares; 2025Q3: 26,255 shares; 2025Q4: 28,599 shares; 2026Q1: 28,436 shares 28,436 $2.07M 0.03% -163 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: 15,182 shares; 2024Q4: 12,811 shares; 2025Q1: 12,903 shares; 2025Q2: 12,914 shares; 2025Q3: 12,451 shares; 2025Q4: 10,991 shares; 2026Q1: 11,964 shares 11,964 $2.06M 0.03% +973 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,931 shares; 2024Q4: 7,646 shares; 2025Q1: 7,786 shares; 2025Q2: 7,962 shares; 2025Q3: 9,325 shares; 2025Q4: 10,025 shares; 2026Q1: 8,907 shares 8,907 $2.06M 0.03% -1,118 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,958 shares; 2024Q4: 39,826 shares; 2025Q1: 32,258 shares; 2025Q2: 35,694 shares; 2025Q3: 36,780 shares; 2025Q4: 34,759 shares; 2026Q1: 32,883 shares 32,883 $2.03M 0.02% -1,876 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,673 shares; 2024Q4: 24,401 shares; 2025Q1: 20,797 shares; 2025Q2: 19,758 shares; 2025Q3: 18,852 shares; 2025Q4: 21,910 shares; 2026Q1: 27,857 shares 27,857 $2.03M 0.02% +5,947 Timeline SPTL 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: 204,860 shares; 2024Q4: 191,886 shares; 2025Q1: 149,088 shares; 2025Q2: 93,522 shares; 2025Q3: 83,567 shares; 2025Q4: 74,147 shares; 2026Q1: 76,822 shares 76,822 $2.02M 0.02% +2,675 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: 3,631 shares; 2024Q4: 4,450 shares; 2025Q1: 5,799 shares; 2025Q2: 12,062 shares; 2025Q3: 12,027 shares; 2025Q4: 12,211 shares; 2026Q1: 12,466 shares 12,466 $2.02M 0.02% +255 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: 6,386 shares; 2024Q4: 7,380 shares; 2025Q1: 7,350 shares; 2025Q2: 8,860 shares; 2025Q3: 9,045 shares; 2025Q4: 7,890 shares; 2026Q1: 7,520 shares 7,520 $2.01M 0.02% -370 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,192 shares; 2024Q4: 16,034 shares; 2025Q1: 15,498 shares; 2025Q2: 9,304 shares; 2025Q3: 9,607 shares; 2025Q4: 10,381 shares; 2026Q1: 9,856 shares 9,856 $2M 0.02% -525 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: 14,748 shares; 2024Q4: 14,462 shares; 2025Q1: 22,400 shares; 2025Q2: 25,140 shares; 2025Q3: 22,415 shares; 2025Q4: 22,383 shares; 2026Q1: 21,618 shares 21,618 $1.99M 0.02% -765 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,348 shares; 2024Q4: 26,650 shares; 2025Q1: 22,729 shares; 2025Q2: 21,260 shares; 2025Q3: 19,764 shares; 2025Q4: 19,181 shares; 2026Q1: 20,344 shares 20,344 $1.99M 0.02% +1,163 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: 4,522 shares; 2024Q4: 4,491 shares; 2025Q1: 4,758 shares; 2025Q2: 16,437 shares; 2025Q3: 16,717 shares; 2025Q4: 17,779 shares; 2026Q1: 17,937 shares 17,937 $1.99M 0.02% +158 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: 11,358 shares; 2024Q4: 16,993 shares; 2025Q1: 10,866 shares; 2025Q2: 15,388 shares; 2025Q3: 15,421 shares; 2025Q4: 14,673 shares; 2026Q1: 13,735 shares 13,735 $1.99M 0.02% -938 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: 3,084 shares; 2024Q4: 3,193 shares; 2025Q1: 3,255 shares; 2025Q2: 9,053 shares; 2025Q3: 9,165 shares; 2025Q4: 18,995 shares; 2026Q1: 18,223 shares 18,223 $1.99M 0.02% -772 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: 171,833 shares; 2024Q4: 26,531 shares; 2025Q1: 24,310 shares; 2025Q2: 30,382 shares; 2025Q3: 29,191 shares; 2025Q4: 35,654 shares; 2026Q1: 33,752 shares 33,752 $1.98M 0.02% -1,902 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,191 shares; 2024Q4: 194,818 shares; 2025Q1: 204,277 shares; 2025Q2: 119,893 shares; 2025Q3: 119,160 shares; 2025Q4: 97,919 shares; 2026Q1: 89,631 shares 89,631 $1.98M 0.02% -8,288 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327,368 shares; 2024Q4: 308,544 shares; 2025Q1: 273,219 shares; 2025Q2: 261,503 shares; 2025Q3: 228,672 shares; 2025Q4: 204,232 shares; 2026Q1: 198,007 shares 198,007 $1.98M 0.02% -6,225 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,320 shares; 2024Q4: 10,814 shares; 2025Q1: 11,057 shares; 2025Q2: 11,752 shares; 2025Q3: 10,553 shares; 2025Q4: 12,344 shares; 2026Q1: 15,073 shares 15,073 $1.98M 0.02% +2,729 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,583 shares; 2025Q4: 17,450 shares; 2026Q1: 24,742 shares 24,742 $1.97M 0.02% +7,292 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,129 shares; 2024Q4: 5,761 shares; 2025Q1: 4,977 shares; 2025Q2: 7,368 shares; 2025Q3: 8,464 shares; 2025Q4: 8,346 shares; 2026Q1: 7,041 shares 7,041 $1.96M 0.02% -1,305 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,583 shares; 2024Q4: 9,591 shares; 2025Q1: 9,595 shares; 2025Q2: 12,108 shares; 2025Q3: 12,248 shares; 2025Q4: 12,233 shares; 2026Q1: 20,708 shares 20,708 $1.95M 0.02% +8,475 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: 14,406 shares; 2024Q4: 14,379 shares; 2025Q1: 13,266 shares; 2025Q2: 7,487 shares; 2025Q3: 7,539 shares; 2025Q4: 8,656 shares; 2026Q1: 9,003 shares 9,003 $1.95M 0.02% +347 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: 2,305 shares; 2024Q4: 2,224 shares; 2025Q1: 2,212 shares; 2025Q2: 2,149 shares; 2025Q3: 1,921 shares; 2025Q4: 1,650 shares; 2026Q1: 1,982 shares 1,982 $1.94M 0.02% +332 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,185 shares; 2024Q4: 19,471 shares; 2025Q1: 17,188 shares; 2025Q2: 16,371 shares; 2025Q3: 15,916 shares; 2025Q4: 14,365 shares; 2026Q1: 14,160 shares 14,160 $1.94M 0.02% -205 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,709 shares; 2024Q4: 3,243 shares; 2025Q1: 12,882 shares; 2025Q2: 14,016 shares; 2025Q3: 14,846 shares; 2025Q4: 14,463 shares; 2026Q1: 15,281 shares 15,281 $1.94M 0.02% +818 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,736 shares; 2024Q4: 16,451 shares; 2025Q1: 20,562 shares; 2025Q2: 22,323 shares; 2025Q3: 24,346 shares; 2025Q4: 25,268 shares; 2026Q1: 26,367 shares 26,367 $1.91M 0.02% +1,099 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: 29,825 shares; 2024Q4: 29,635 shares; 2025Q1: 27,541 shares; 2025Q2: 26,304 shares; 2025Q3: 26,168 shares; 2025Q4: 19,995 shares; 2026Q1: 18,470 shares 18,470 $1.91M 0.02% -1,525 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: 19,168 shares; 2024Q4: 32,245 shares; 2025Q1: 30,001 shares; 2025Q2: 30,659 shares; 2025Q3: 32,100 shares; 2025Q4: 31,357 shares; 2026Q1: 26,826 shares 26,826 $1.91M 0.02% -4,531 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,434 shares; 2024Q4: 10,463 shares; 2025Q1: 10,852 shares; 2025Q2: 23,824 shares; 2025Q3: 23,205 shares; 2025Q4: 23,441 shares; 2026Q1: 23,103 shares 23,103 $1.89M 0.02% -338 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,061 shares; 2024Q4: 26,870 shares; 2025Q1: 26,347 shares; 2025Q2: 24,742 shares; 2025Q3: 24,347 shares; 2025Q4: 24,708 shares; 2026Q1: 24,962 shares 24,962 $1.88M 0.02% +254 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,806 shares; 2024Q4: 10,142 shares; 2025Q1: 9,387 shares; 2025Q2: 6,601 shares; 2025Q3: 6,777 shares; 2025Q4: 8,574 shares; 2026Q1: 9,099 shares 9,099 $1.88M 0.02% +525 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,937 shares; 2024Q4: 1,665 shares; 2025Q1: 1,745 shares; 2025Q2: 1,863 shares; 2025Q3: 1,794 shares; 2025Q4: 1,756 shares; 2026Q1: 1,749 shares 1,749 $1.87M 0.02% -7 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: 12,131 shares; 2024Q4: 13,056 shares; 2025Q1: 12,364 shares; 2025Q2: 12,922 shares; 2025Q3: 12,049 shares; 2025Q4: 11,986 shares; 2026Q1: 13,432 shares 13,432 $1.86M 0.02% +1,446 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,470 shares; 2024Q4: 4,312 shares; 2025Q1: 3,086 shares; 2025Q2: 4,349 shares; 2025Q3: 5,231 shares; 2025Q4: 4,448 shares; 2026Q1: 4,239 shares 4,239 $1.85M 0.02% -209 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,141 shares; 2024Q4: 21,602 shares; 2025Q1: 14,717 shares; 2025Q2: 20,831 shares; 2025Q3: 21,352 shares; 2025Q4: 20,970 shares; 2026Q1: 19,708 shares 19,708 $1.84M 0.02% -1,262 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: 9,053 shares; 2024Q4: 8,779 shares; 2025Q1: 8,587 shares; 2025Q2: 8,800 shares; 2025Q3: 8,491 shares; 2025Q4: 7,775 shares; 2026Q1: 7,347 shares 7,347 $1.84M 0.02% -428 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: 102,788 shares; 2024Q4: 105,430 shares; 2025Q1: 30,753 shares; 2025Q2: 22,024 shares; 2025Q3: 33,304 shares; 2025Q4: 24,031 shares; 2026Q1: 24,638 shares 24,638 $1.84M 0.02% +607 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: 6,782 shares; 2024Q4: 5,886 shares; 2025Q1: 5,239 shares; 2025Q2: 5,147 shares; 2025Q3: 4,759 shares; 2025Q4: 4,174 shares; 2026Q1: 4,117 shares 4,117 $1.83M 0.02% -57 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: 23,001 shares; 2024Q4: 23,895 shares; 2025Q1: 12,010 shares; 2025Q2: 21,546 shares; 2025Q3: 21,235 shares; 2025Q4: 18,839 shares; 2026Q1: 21,975 shares 21,975 $1.81M 0.02% +3,136 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: 39,053 shares; 2024Q4: 37,943 shares; 2025Q1: 30,963 shares; 2025Q2: 31,051 shares; 2025Q3: 32,046 shares; 2025Q4: 29,407 shares; 2026Q1: 29,419 shares 29,419 $1.8M 0.02% +12 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: 17,371 shares; 2024Q4: 16,617 shares; 2025Q1: 17,153 shares; 2025Q2: 19,113 shares; 2025Q3: 18,593 shares; 2025Q4: 18,026 shares; 2026Q1: 19,644 shares 19,644 $1.79M 0.02% +1,618 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: 12,603 shares; 2024Q4: 10,082 shares; 2025Q1: 8,698 shares; 2025Q2: 5,670 shares; 2025Q3: 6,523 shares; 2025Q4: 8,669 shares; 2026Q1: 8,273 shares 8,273 $1.77M 0.02% -396 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: 19,541 shares; 2024Q4: 23,655 shares; 2025Q1: 18,453 shares; 2025Q2: 22,882 shares; 2025Q3: 23,718 shares; 2025Q4: 23,108 shares; 2026Q1: 26,576 shares 26,576 $1.77M 0.02% +3,468 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,281 shares; 2024Q4: 9,498 shares; 2025Q1: 8,164 shares; 2025Q2: 13,226 shares; 2025Q3: 11,803 shares; 2025Q4: 9,669 shares; 2026Q1: 8,446 shares 8,446 $1.77M 0.02% -1,223 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,364 shares; 2024Q4: 9,544 shares; 2025Q1: 9,101 shares; 2025Q2: 9,539 shares; 2025Q3: 8,444 shares; 2025Q4: 6,271 shares; 2026Q1: 9,771 shares 9,771 $1.76M 0.02% +3,500 Timeline HGV HILTON GRAND VACATIONS INC More: the full row for HILTON GRAND VACATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,847 shares; 2024Q4: 40,754 shares; 2025Q1: 40,877 shares; 2025Q2: 45,951 shares; 2025Q3: 45,984 shares; 2025Q4: 46,078 shares; 2026Q1: 46,187 shares 46,187 $1.76M 0.02% +109 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,390 shares; 2024Q4: 28,408 shares; 2025Q1: 19,107 shares; 2025Q2: 26,979 shares; 2025Q3: 21,686 shares; 2025Q4: 15,049 shares; 2026Q1: 14,812 shares 14,812 $1.75M 0.02% -237 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,630 shares; 2024Q4: 22,123 shares; 2025Q1: 20,503 shares; 2025Q2: 17,400 shares; 2025Q3: 15,213 shares; 2025Q4: 15,722 shares; 2026Q1: 15,138 shares 15,138 $1.75M 0.02% -584 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: 36,924 shares; 2026Q1: 52,948 shares 52,948 $1.74M 0.02% +16,024 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,773 shares; 2024Q4: 2,520 shares; 2025Q1: 2,668 shares; 2025Q2: 3,018 shares; 2025Q3: 3,334 shares; 2025Q4: 3,274 shares; 2026Q1: 3,324 shares 3,324 $1.74M 0.02% +50 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: 7,008 shares; 2024Q4: 6,103 shares; 2025Q1: 3,078 shares; 2025Q2: 4,710 shares; 2025Q3: 4,806 shares; 2025Q4: 4,957 shares; 2026Q1: 5,010 shares 5,010 $1.73M 0.02% +53 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: 25,132 shares; 2024Q4: 23,738 shares; 2025Q1: 23,340 shares; 2025Q2: 31,010 shares; 2025Q3: 33,524 shares; 2025Q4: 32,291 shares; 2026Q1: 37,200 shares 37,200 $1.73M 0.02% +4,909 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,734 shares; 2024Q4: 8,119 shares; 2025Q1: 7,240 shares; 2025Q2: 7,526 shares; 2025Q3: 7,528 shares; 2025Q4: 6,707 shares; 2026Q1: 7,878 shares 7,878 $1.72M 0.02% +1,171 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,309 shares; 2024Q4: 25,396 shares; 2025Q1: 26,529 shares; 2025Q2: 28,423 shares; 2025Q3: 34,955 shares; 2025Q4: 26,698 shares; 2026Q1: 28,036 shares 28,036 $1.72M 0.02% +1,338 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: 6,387 shares; 2024Q4: 6,087 shares; 2025Q1: 5,947 shares; 2025Q2: 5,980 shares; 2025Q3: 7,072 shares; 2025Q4: 7,260 shares; 2026Q1: 7,170 shares 7,170 $1.72M 0.02% -90 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,176 shares; 2024Q4: 2,091 shares; 2025Q1: 2,836 shares; 2025Q2: 3,132 shares; 2025Q3: 2,939 shares; 2025Q4: 3,985 shares; 2026Q1: 4,040 shares 4,040 $1.72M 0.02% +55 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: 2,030 shares; 2024Q4: 1,762 shares; 2025Q1: 1,444 shares; 2025Q2: 1,346 shares; 2025Q3: 1,707 shares; 2025Q4: 2,424 shares; 2026Q1: 2,348 shares 2,348 $1.71M 0.02% -76 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,644 shares; 2024Q4: 29,626 shares; 2025Q1: 28,555 shares; 2025Q2: 30,864 shares; 2025Q3: 31,400 shares; 2025Q4: 31,250 shares; 2026Q1: 31,545 shares 31,545 $1.71M 0.02% +295 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: 25,559 shares; 2024Q4: 25,146 shares; 2025Q1: 25,476 shares; 2025Q2: 25,616 shares; 2025Q3: 30,525 shares; 2025Q4: 25,779 shares; 2026Q1: 26,629 shares 26,629 $1.71M 0.02% +850 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,951 shares; 2024Q4: 76,344 shares; 2025Q1: 76,047 shares; 2025Q2: 83,348 shares; 2025Q3: 88,600 shares; 2025Q4: 93,557 shares; 2026Q1: 100,399 shares 100,399 $1.7M 0.02% +6,842 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,346 shares; 2024Q4: 22,879 shares; 2025Q1: 20,588 shares; 2025Q2: 20,330 shares; 2025Q3: 20,259 shares; 2025Q4: 20,146 shares; 2026Q1: 20,286 shares 20,286 $1.7M 0.02% +140 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 926 shares; 2025Q1: 1,327 shares; 2025Q2: 1,394 shares; 2025Q3: 1,355 shares; 2025Q4: 1,410 shares; 2026Q1: 1,457 shares 1,457 $1.69M 0.02% +47 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,952 shares; 2024Q4: 10,548 shares; 2025Q1: 11,778 shares; 2025Q2: 10,589 shares; 2025Q3: 10,875 shares; 2025Q4: 10,740 shares; 2026Q1: 9,945 shares 9,945 $1.68M 0.02% -795 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: 1,552 shares; 2024Q4: 1,457 shares; 2025Q1: 1,476 shares; 2025Q2: 1,438 shares; 2025Q3: 1,577 shares; 2025Q4: 1,345 shares; 2026Q1: 972 shares 972 $1.68M 0.02% -373 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,608 shares; 2024Q4: 60,497 shares; 2025Q1: 62,188 shares; 2025Q2: 63,628 shares; 2025Q3: 62,354 shares; 2025Q4: 63,661 shares; 2026Q1: 63,315 shares 63,315 $1.68M 0.02% -346 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,759 shares; 2024Q4: 17,886 shares; 2025Q1: 15,078 shares; 2025Q2: 16,835 shares; 2025Q3: 13,121 shares; 2025Q4: 21,733 shares; 2026Q1: 20,816 shares 20,816 $1.68M 0.02% -917 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: 2,503 shares; 2024Q4: 5,099 shares; 2025Q1: 3,017 shares; 2025Q2: 5,546 shares; 2025Q3: 5,429 shares; 2025Q4: 6,098 shares; 2026Q1: 6,282 shares 6,282 $1.68M 0.02% +184 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,746 shares; 2024Q4: 29,564 shares; 2025Q1: 34,319 shares; 2025Q2: 33,054 shares; 2025Q3: 35,742 shares; 2025Q4: 20,565 shares; 2026Q1: 22,928 shares 22,928 $1.67M 0.02% +2,363 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,138 shares; 2024Q4: 15,174 shares; 2025Q1: 15,816 shares; 2025Q2: 16,016 shares; 2025Q3: 16,226 shares; 2025Q4: 16,280 shares; 2026Q1: 15,166 shares 15,166 $1.67M 0.02% -1,114 Timeline SJB PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,126 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 107,042 shares 107,042 $1.66M 0.02% new Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,456 shares; 2024Q4: 6,613 shares; 2025Q1: 36,185 shares; 2025Q2: 41,310 shares; 2025Q3: 43,889 shares; 2025Q4: 41,614 shares; 2026Q1: 41,562 shares 41,562 $1.66M 0.02% -52 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: 6,743 shares; 2024Q4: 9,677 shares; 2025Q1: 8,452 shares; 2025Q2: 12,071 shares; 2025Q3: 9,976 shares; 2025Q4: 11,507 shares; 2026Q1: 9,795 shares 9,795 $1.66M 0.02% -1,712 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,382 shares; 2024Q4: 16,978 shares; 2025Q1: 16,970 shares; 2025Q2: 17,039 shares; 2025Q3: 16,192 shares; 2025Q4: 14,928 shares; 2026Q1: 16,038 shares 16,038 $1.65M 0.02% +1,110 Timeline ESGE 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: 61,957 shares; 2024Q4: 55,882 shares; 2025Q1: 47,270 shares; 2025Q2: 39,153 shares; 2025Q3: 37,313 shares; 2025Q4: 36,934 shares; 2026Q1: 36,181 shares 36,181 $1.64M 0.02% -753 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: 13,426 shares; 2024Q4: 13,179 shares; 2025Q1: 13,830 shares; 2025Q2: 13,622 shares; 2025Q3: 13,623 shares; 2025Q4: 13,688 shares; 2026Q1: 14,399 shares 14,399 $1.63M 0.02% +711 Timeline MSML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,427 shares; 2024Q4: 24,522 shares; 2025Q1: 24,592 shares; 2025Q2: 24,669 shares; 2025Q3: 24,754 shares; 2025Q4: 24,869 shares; 2026Q1: 24,936 shares 24,936 $1.62M 0.02% +67 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: 6,603 shares; 2024Q4: 9,100 shares; 2025Q1: 6,675 shares; 2025Q2: 9,460 shares; 2025Q3: 11,214 shares; 2025Q4: 9,965 shares; 2026Q1: 10,600 shares 10,600 $1.6M 0.02% +635 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,008 shares; 2024Q4: 21,129 shares; 2025Q1: 20,466 shares; 2025Q2: 22,578 shares; 2025Q3: 31,044 shares; 2025Q4: 30,348 shares; 2026Q1: 43,443 shares 43,443 $1.6M 0.02% +13,095 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,858 shares; 2024Q4: 72,242 shares; 2025Q1: 67,184 shares; 2025Q2: 65,640 shares; 2025Q3: 48,922 shares; 2025Q4: 46,060 shares; 2026Q1: 46,303 shares 46,303 $1.59M 0.02% +243 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,774 shares; 2024Q4: 3,712 shares; 2025Q1: 2,911 shares; 2025Q2: 3,788 shares; 2025Q3: 3,584 shares; 2025Q4: 2,644 shares; 2026Q1: 2,945 shares 2,945 $1.59M 0.02% +301 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,117 shares 45,117 $1.58M 0.02% new Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,905 shares; 2024Q4: 195,910 shares; 2025Q1: 149,285 shares; 2025Q2: 151,406 shares; 2025Q3: 132,674 shares; 2025Q4: 120,677 shares; 2026Q1: 94,473 shares 94,473 $1.58M 0.02% -26,204 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,955 shares; 2024Q4: 6,473 shares; 2025Q1: 6,726 shares; 2025Q2: 6,768 shares; 2025Q3: 7,480 shares; 2025Q4: 7,367 shares; 2026Q1: 7,571 shares 7,571 $1.58M 0.02% +204 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354,674 shares; 2024Q4: 343,179 shares; 2025Q1: 342,198 shares; 2025Q2: 331,420 shares; 2025Q3: 330,708 shares; 2025Q4: 332,111 shares; 2026Q1: 332,359 shares 332,359 $1.57M 0.02% +248 Timeline CMDT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,595 shares; 2026Q1: 48,595 shares 48,595 $1.57M 0.02% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,906 shares; 2024Q4: 6,832 shares; 2025Q1: 5,585 shares; 2025Q2: 6,766 shares; 2025Q3: 6,559 shares; 2025Q4: 7,119 shares; 2026Q1: 7,403 shares 7,403 $1.56M 0.02% +284 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,824 shares; 2024Q4: 16,260 shares; 2025Q1: 16,769 shares; 2025Q2: 16,363 shares; 2025Q3: 14,865 shares; 2025Q4: 13,882 shares; 2026Q1: 14,066 shares 14,066 $1.56M 0.02% +184 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,807 shares; 2024Q4: 58,444 shares; 2025Q1: 45,889 shares; 2025Q2: 45,804 shares; 2025Q3: 43,844 shares; 2025Q4: 40,163 shares; 2026Q1: 32,396 shares 32,396 $1.56M 0.02% -7,767 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: 22,429 shares; 2024Q4: 23,687 shares; 2025Q1: 22,658 shares; 2025Q2: 23,551 shares; 2025Q3: 19,921 shares; 2025Q4: 18,866 shares; 2026Q1: 19,313 shares 19,313 $1.55M 0.02% +447 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 2,293 shares; 2025Q1: 3,840 shares; 2025Q2: 4,151 shares; 2025Q3: 4,400 shares; 2025Q4: 3,543 shares; 2026Q1: 4,247 shares 4,247 $1.55M 0.02% +704 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: 177,433 shares; 2024Q4: 141,170 shares; 2025Q1: 128,707 shares; 2025Q2: 104,831 shares; 2025Q3: 36,343 shares; 2025Q4: 32,502 shares; 2026Q1: 33,466 shares 33,466 $1.54M 0.02% +964 Timeline SPDN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,827 shares; 2024Q4: 76,867 shares; 2025Q1: 33,457 shares; 2025Q2: 100,741 shares; 2025Q3: 99,784 shares; 2025Q4: 145,304 shares; 2026Q1: 154,512 shares 154,512 $1.54M 0.02% +9,208 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: 20,538 shares; 2024Q4: 19,798 shares; 2025Q1: 18,863 shares; 2025Q2: 17,599 shares; 2025Q3: 16,118 shares; 2025Q4: 16,630 shares; 2026Q1: 17,015 shares 17,015 $1.53M 0.02% +385 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,165 shares; 2024Q4: 3,212 shares; 2025Q1: 3,755 shares; 2025Q2: 3,647 shares; 2025Q3: 4,230 shares; 2025Q4: 4,146 shares; 2026Q1: 8,401 shares 8,401 $1.53M 0.02% +4,255 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,467 shares; 2024Q4: 56,006 shares; 2025Q1: 51,441 shares; 2025Q2: 53,815 shares; 2025Q3: 60,097 shares; 2025Q4: 70,655 shares; 2026Q1: 77,110 shares 77,110 $1.52M 0.02% +6,455 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,787 shares; 2024Q4: 46,906 shares; 2025Q1: 43,816 shares; 2025Q2: 33,095 shares; 2025Q3: 36,790 shares; 2025Q4: 21,334 shares; 2026Q1: 29,998 shares 29,998 $1.52M 0.02% +8,664 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: 5,814 shares; 2024Q4: 3,994 shares; 2025Q1: 4,253 shares; 2025Q2: 4,863 shares; 2025Q3: 4,345 shares; 2025Q4: 5,452 shares; 2026Q1: 5,173 shares 5,173 $1.51M 0.02% -279 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: 52,984 shares; 2024Q4: 32,562 shares; 2025Q1: 46,095 shares; 2025Q2: 35,698 shares; 2025Q3: 39,732 shares; 2025Q4: 46,183 shares; 2026Q1: 54,229 shares 54,229 $1.49M 0.02% +8,046 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,996 shares; 2024Q4: 5,209 shares; 2025Q1: 5,041 shares; 2025Q2: 5,099 shares; 2025Q3: 5,115 shares; 2025Q4: 5,230 shares; 2026Q1: 5,263 shares 5,263 $1.48M 0.02% +33 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: 1,264 shares; 2024Q4: 1,161 shares; 2025Q1: 1,159 shares; 2025Q2: 1,159 shares; 2025Q3: 1,220 shares; 2025Q4: 1,234 shares; 2026Q1: 1,356 shares 1,356 $1.48M 0.02% +122 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,238 shares; 2024Q4: 36,189 shares; 2025Q1: 21,368 shares; 2025Q2: 34,964 shares; 2025Q3: 46,111 shares; 2025Q4: 46,088 shares; 2026Q1: 50,245 shares 50,245 $1.48M 0.02% +4,157 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,188 shares; 2024Q4: 4,066 shares; 2025Q1: 4,061 shares; 2025Q2: 4,546 shares; 2025Q3: 4,407 shares; 2025Q4: 4,797 shares; 2026Q1: 4,095 shares 4,095 $1.47M 0.02% -702 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,935 shares; 2024Q4: 4,797 shares; 2025Q1: 11,151 shares; 2025Q2: 11,466 shares; 2025Q3: 15,486 shares; 2025Q4: 15,468 shares; 2026Q1: 13,453 shares 13,453 $1.47M 0.02% -2,015 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,539 shares; 2024Q4: 9,818 shares; 2025Q1: 10,819 shares; 2025Q2: 13,607 shares; 2025Q3: 13,755 shares; 2025Q4: 17,129 shares; 2026Q1: 24,852 shares 24,852 $1.47M 0.02% +7,723 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,086 shares; 2025Q2: 30,872 shares; 2025Q3: 30,741 shares; 2025Q4: 30,829 shares; 2026Q1: 30,539 shares 30,539 $1.47M 0.02% -290 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,353 shares; 2024Q4: 63,353 shares; 2025Q1: 52,911 shares; 2025Q2: 58,032 shares; 2025Q3: 59,754 shares; 2025Q4: 54,236 shares; 2026Q1: 64,980 shares 64,980 $1.46M 0.02% +10,744 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,545 shares; 2024Q4: 23,145 shares; 2025Q1: 23,028 shares; 2025Q2: 22,802 shares; 2025Q3: 23,268 shares; 2025Q4: 22,768 shares; 2026Q1: 21,596 shares 21,596 $1.46M 0.02% -1,172 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: 16,212 shares; 2024Q4: 12,394 shares; 2025Q1: 12,225 shares; 2025Q2: 15,967 shares; 2025Q3: 12,769 shares; 2025Q4: 13,268 shares; 2026Q1: 13,235 shares 13,235 $1.45M 0.02% -33 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,373 shares; 2024Q4: 2,770 shares; 2025Q1: 2,656 shares; 2025Q2: 2,652 shares; 2025Q3: 2,622 shares; 2025Q4: 2,982 shares; 2026Q1: 3,322 shares 3,322 $1.45M 0.02% +340 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: 10,049 shares; 2024Q4: 8,039 shares; 2025Q1: 8,528 shares; 2025Q2: 8,589 shares; 2025Q3: 8,766 shares; 2025Q4: 8,532 shares; 2026Q1: 9,289 shares 9,289 $1.44M 0.02% +757 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,516 shares; 2024Q4: 47,433 shares; 2025Q1: 43,438 shares; 2025Q2: 30,714 shares; 2025Q3: 30,334 shares; 2025Q4: 25,495 shares; 2026Q1: 20,516 shares 20,516 $1.44M 0.02% -4,979 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: 14,699 shares; 2024Q4: 15,290 shares; 2025Q1: 15,294 shares; 2025Q2: 17,210 shares; 2025Q3: 17,126 shares; 2025Q4: 17,922 shares; 2026Q1: 17,473 shares 17,473 $1.44M 0.02% -449 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,673 shares; 2024Q4: 8,975 shares; 2025Q1: 5,839 shares; 2025Q2: 4,821 shares; 2025Q3: 5,586 shares; 2025Q4: 7,597 shares; 2026Q1: 8,677 shares 8,677 $1.42M 0.02% +1,080 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,460 shares; 2024Q4: 8,124 shares; 2025Q1: 7,445 shares; 2025Q2: 7,539 shares; 2025Q3: 7,183 shares; 2025Q4: 7,211 shares; 2026Q1: 7,197 shares 7,197 $1.42M 0.02% -14 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,693 shares; 2024Q4: 16,591 shares; 2025Q1: 19,271 shares; 2025Q2: 18,053 shares; 2025Q3: 17,723 shares; 2025Q4: 18,528 shares; 2026Q1: 19,712 shares 19,712 $1.41M 0.02% +1,184 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: 19,975 shares; 2024Q4: 21,374 shares; 2025Q1: 22,555 shares; 2025Q2: 24,042 shares; 2025Q3: 24,840 shares; 2025Q4: 24,348 shares; 2026Q1: 24,992 shares 24,992 $1.41M 0.02% +644 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,784 shares; 2024Q4: 11,324 shares; 2025Q1: 9,914 shares; 2025Q2: 11,893 shares; 2025Q3: 16,942 shares; 2025Q4: 15,324 shares; 2026Q1: 19,368 shares 19,368 $1.41M 0.02% +4,044 Timeline