VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,145,416 shares; 2024Q4: 1,173,138 shares; 2025Q1: 1,167,420 shares; 2025Q2: 1,177,459 shares; 2025Q3: not reported; 2025Q4: 1,170,336 shares; 2026Q1: 1,655,762 shares 1,655,762 $989M 9.04% +485,426 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,610 shares; 2024Q4: 8,128 shares; 2025Q1: 8,119 shares; 2025Q2: 8,719 shares; 2025Q3: 8,577 shares; 2025Q4: 9,851 shares; 2026Q1: 4,877,226 shares 4,877,226 $563M 5.15% +4,867,375 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: 306,815 shares; 2024Q4: 301,176 shares; 2025Q1: 309,075 shares; 2025Q2: 316,424 shares; 2025Q3: 313,148 shares; 2025Q4: 329,664 shares; 2026Q1: 909,557 shares 909,557 $337M 3.08% +579,893 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: 1,002,539 shares; 2024Q4: 996,651 shares; 2025Q1: 964,160 shares; 2025Q2: 975,418 shares; 2025Q3: 963,252 shares; 2025Q4: 987,417 shares; 2026Q1: 1,150,144 shares 1,150,144 $292M 2.67% +162,727 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: 444,533 shares; 2024Q4: 444,099 shares; 2025Q1: 441,479 shares; 2025Q2: 435,763 shares; 2025Q3: 437,494 shares; 2025Q4: 432,901 shares; 2026Q1: 437,585 shares 437,585 $286M 2.61% +4,684 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 235 shares; 2026Q1: 3,053,125 shares 3,053,125 $255M 2.33% +3,052,890 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: 640,983 shares; 2024Q4: 579,557 shares; 2025Q1: 568,526 shares; 2025Q2: 558,416 shares; 2025Q3: 552,966 shares; 2025Q4: 547,774 shares; 2026Q1: 538,892 shares 538,892 $230M 2.1% -8,882 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 675,614 shares; 2024Q4: 690,637 shares; 2025Q1: 686,349 shares; 2025Q2: 691,819 shares; 2025Q3: 697,123 shares; 2025Q4: 701,621 shares; 2026Q1: 709,749 shares 709,749 $204M 1.86% +8,128 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: 332,170 shares; 2024Q4: 333,529 shares; 2025Q1: 340,399 shares; 2025Q2: 358,914 shares; 2025Q3: 355,372 shares; 2025Q4: 381,061 shares; 2026Q1: 926,168 shares 926,168 $193M 1.76% +545,107 Timeline DIHP 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: 5,528,400 shares 5,528,400 $178M 1.63% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,121 shares; 2024Q4: 126,179 shares; 2025Q1: 139,093 shares; 2025Q2: 139,250 shares; 2025Q3: 138,031 shares; 2025Q4: 141,815 shares; 2026Q1: 542,873 shares 542,873 $174M 1.59% +401,058 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: 114,794 shares; 2024Q4: 115,392 shares; 2025Q1: 125,993 shares; 2025Q2: 134,010 shares; 2025Q3: 131,624 shares; 2025Q4: 139,220 shares; 2026Q1: 252,353 shares 252,353 $164M 1.5% +113,133 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: 637,908 shares; 2024Q4: 652,920 shares; 2025Q1: 657,909 shares; 2025Q2: 667,781 shares; 2025Q3: 680,828 shares; 2025Q4: 694,349 shares; 2026Q1: 750,841 shares 750,841 $147M 1.35% +56,492 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,161 shares; 2024Q4: 1,522,333 shares; 2025Q1: 1,831,622 shares; 2025Q2: 2,175,793 shares; 2025Q3: 2,550,703 shares; 2025Q4: 2,747,637 shares; 2026Q1: 3,017,853 shares 3,017,853 $142M 1.3% +270,216 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: 2,580,568 shares; 2024Q4: 2,613,821 shares; 2025Q1: 2,690,524 shares; 2025Q2: 2,801,092 shares; 2025Q3: 2,950,650 shares; 2025Q4: 3,041,981 shares; 2026Q1: 3,100,372 shares 3,100,372 $142M 1.29% +58,391 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: 487,824 shares; 2024Q4: 500,636 shares; 2025Q1: 486,762 shares; 2025Q2: 534,238 shares; 2025Q3: 541,189 shares; 2025Q4: 546,407 shares; 2026Q1: 525,158 shares 525,158 $138M 1.26% -21,249 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: 510,932 shares; 2024Q4: 493,350 shares; 2025Q1: 485,843 shares; 2025Q2: 503,038 shares; 2025Q3: 507,765 shares; 2025Q4: 542,123 shares; 2026Q1: 777,112 shares 777,112 $136M 1.24% +234,989 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: 114,697 shares; 2024Q4: 359,205 shares; 2025Q1: 601,594 shares; 2025Q2: 593,262 shares; 2025Q3: 606,007 shares; 2025Q4: 681,315 shares; 2026Q1: 660,464 shares 660,464 $127M 1.16% -20,851 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,072 shares; 2024Q4: 10,144 shares; 2025Q1: 10,144 shares; 2025Q2: 10,199 shares; 2025Q3: 10,227 shares; 2025Q4: 10,199 shares; 2026Q1: 3,742,921 shares 3,742,921 $121M 1.11% +3,732,722 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: 292,947 shares; 2024Q4: 292,115 shares; 2025Q1: 292,587 shares; 2025Q2: 306,612 shares; 2025Q3: 319,269 shares; 2025Q4: 323,860 shares; 2026Q1: 401,869 shares 401,869 $116M 1.06% +78,009 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,361,738 shares; 2024Q4: 2,517,712 shares; 2025Q1: 2,603,751 shares; 2025Q2: 2,596,840 shares; 2025Q3: 2,629,560 shares; 2025Q4: 2,652,589 shares; 2026Q1: 2,714,734 shares 2,714,734 $106M 0.97% +62,145 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: 252,620 shares; 2024Q4: 271,238 shares; 2025Q1: 271,463 shares; 2025Q2: 260,542 shares; 2025Q3: 254,553 shares; 2025Q4: 256,213 shares; 2026Q1: 1,559,457 shares 1,559,457 $99.9M 0.91% +1,303,244 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: 5,179 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,715,805 shares 2,715,805 $99.8M 0.91% new 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: 725,682 shares; 2024Q4: 745,173 shares; 2025Q1: 740,739 shares; 2025Q2: 760,938 shares; 2025Q3: 844,736 shares; 2025Q4: 924,047 shares; 2026Q1: 1,031,127 shares 1,031,127 $93.3M 0.85% +107,080 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: 12,189 shares; 2024Q4: 12,979 shares; 2025Q1: 12,359 shares; 2025Q2: 10,770 shares; 2025Q3: 297,721 shares; 2025Q4: 327,525 shares; 2026Q1: 1,050,229 shares 1,050,229 $91M 0.83% +722,704 Timeline DLN 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: 690,959 shares; 2024Q4: 720,287 shares; 2025Q1: 1,034,949 shares; 2025Q2: 1,049,861 shares; 2025Q3: 1,054,394 shares; 2025Q4: 1,052,408 shares; 2026Q1: 976,282 shares 976,282 $87.2M 0.8% -76,126 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: 250,405 shares; 2024Q4: 254,113 shares; 2025Q1: 252,769 shares; 2025Q2: 264,185 shares; 2025Q3: 256,918 shares; 2025Q4: 259,932 shares; 2026Q1: 289,929 shares 289,929 $85.3M 0.78% +29,997 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,749,114 shares 2,749,114 $83.8M 0.77% new 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: 130,860 shares; 2024Q4: 129,838 shares; 2025Q1: 137,503 shares; 2025Q2: 141,006 shares; 2025Q3: 134,133 shares; 2025Q4: 136,860 shares; 2026Q1: 156,064 shares 156,064 $74.8M 0.68% +19,204 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: 781,250 shares; 2024Q4: 785,146 shares; 2025Q1: 777,189 shares; 2025Q2: 765,110 shares; 2025Q3: 768,383 shares; 2025Q4: 765,011 shares; 2026Q1: 768,730 shares 768,730 $74.7M 0.68% +3,719 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: 193,240 shares; 2024Q4: 197,766 shares; 2025Q1: 201,836 shares; 2025Q2: 205,631 shares; 2025Q3: 184,544 shares; 2025Q4: 191,595 shares; 2026Q1: 252,461 shares 252,461 $72.4M 0.66% +60,866 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: 297,080 shares; 2024Q4: 285,267 shares; 2025Q1: 301,475 shares; 2025Q2: 278,577 shares; 2025Q3: 279,130 shares; 2025Q4: 264,937 shares; 2026Q1: 250,090 shares 250,090 $71.8M 0.66% -14,847 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: 32,830 shares; 2024Q4: 30,992 shares; 2025Q1: 24,821 shares; 2025Q2: 24,048 shares; 2025Q3: 26,584 shares; 2025Q4: 27,718 shares; 2026Q1: 798,248 shares 798,248 $71.5M 0.65% +770,530 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: 1,370,646 shares; 2024Q4: 1,403,738 shares; 2025Q1: 1,487,458 shares; 2025Q2: 1,426,900 shares; 2025Q3: 1,363,519 shares; 2025Q4: 1,300,626 shares; 2026Q1: 1,235,426 shares 1,235,426 $70M 0.64% -65,200 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,703,012 shares; 2024Q4: 2,836,756 shares; 2025Q1: 2,914,041 shares; 2025Q2: 2,979,683 shares; 2025Q3: 3,120,702 shares; 2025Q4: 3,400,609 shares; 2026Q1: 3,611,035 shares 3,611,035 $67.4M 0.62% +210,426 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,433,242 shares; 2024Q4: 2,536,633 shares; 2025Q1: 2,598,000 shares; 2025Q2: 2,696,392 shares; 2025Q3: 2,865,560 shares; 2025Q4: 3,062,356 shares; 2026Q1: 3,255,267 shares 3,255,267 $66.5M 0.61% +192,911 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: 110,328 shares; 2024Q4: 108,088 shares; 2025Q1: 108,978 shares; 2025Q2: 99,473 shares; 2025Q3: 104,767 shares; 2025Q4: 100,749 shares; 2026Q1: 92,194 shares 92,194 $65.3M 0.6% -8,555 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: 238,514 shares; 2024Q4: 225,891 shares; 2025Q1: 241,149 shares; 2025Q2: 238,638 shares; 2025Q3: 236,120 shares; 2025Q4: 235,510 shares; 2026Q1: 262,136 shares 262,136 $64.1M 0.59% +26,626 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,898,905 shares; 2024Q4: 3,066,675 shares; 2025Q1: 3,050,844 shares; 2025Q2: 3,123,056 shares; 2025Q3: 3,335,031 shares; 2025Q4: 3,580,586 shares; 2026Q1: 3,820,540 shares 3,820,540 $63.9M 0.58% +239,954 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: 958,395 shares; 2024Q4: 963,484 shares; 2025Q1: 986,347 shares; 2025Q2: 940,102 shares; 2025Q3: 945,024 shares; 2025Q4: 941,372 shares; 2026Q1: 927,593 shares 927,593 $62.6M 0.57% -13,779 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: 478,614 shares; 2024Q4: 494,879 shares; 2025Q1: 518,532 shares; 2025Q2: 467,429 shares; 2025Q3: 502,444 shares; 2025Q4: 491,394 shares; 2026Q1: 491,344 shares 491,344 $61.1M 0.56% -50 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: 46,073 shares; 2024Q4: 46,850 shares; 2025Q1: 48,371 shares; 2025Q2: 48,187 shares; 2025Q3: 46,199 shares; 2025Q4: 47,395 shares; 2026Q1: 59,884 shares 59,884 $59.7M 0.55% +12,489 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 949,887 shares; 2025Q4: 2,449,217 shares; 2026Q1: 2,662,099 shares 2,662,099 $56.3M 0.51% +212,882 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: 389,834 shares; 2024Q4: 384,463 shares; 2025Q1: 388,419 shares; 2025Q2: 408,703 shares; 2025Q3: 408,899 shares; 2025Q4: 416,092 shares; 2026Q1: 452,253 shares 452,253 $56.2M 0.51% +36,161 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: 34,790 shares; 2024Q4: 33,973 shares; 2025Q1: 33,406 shares; 2025Q2: 48,629 shares; 2025Q3: 48,728 shares; 2025Q4: 49,407 shares; 2026Q1: 60,181 shares 60,181 $55.4M 0.51% +10,774 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: 65,723 shares; 2024Q4: 65,747 shares; 2025Q1: 68,477 shares; 2025Q2: 71,232 shares; 2025Q3: 71,155 shares; 2025Q4: 78,942 shares; 2026Q1: 149,294 shares 149,294 $53.2M 0.49% +70,352 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: 98,117 shares; 2024Q4: 98,980 shares; 2025Q1: 96,775 shares; 2025Q2: 107,464 shares; 2025Q3: 94,449 shares; 2025Q4: 119,376 shares; 2026Q1: 164,679 shares 164,679 $51M 0.47% +45,303 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: 459,202 shares; 2024Q4: 458,406 shares; 2025Q1: 481,567 shares; 2025Q2: 474,020 shares; 2025Q3: 491,056 shares; 2025Q4: 523,186 shares; 2026Q1: 511,505 shares 511,505 $49.7M 0.45% -11,681 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 683,617 shares; 2024Q4: 1,444,096 shares; 2025Q1: 1,599,501 shares; 2025Q2: 1,583,773 shares; 2025Q3: 1,714,017 shares; 2025Q4: 1,769,599 shares; 2026Q1: 1,954,043 shares 1,954,043 $48.7M 0.44% +184,444 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: 2,658 shares; 2024Q4: 2,671 shares; 2025Q1: 2,671 shares; 2025Q2: 2,679 shares; 2025Q3: 2,596 shares; 2025Q4: 2,596 shares; 2026Q1: 337,896 shares 337,896 $47.8M 0.44% +335,300 Timeline XLG 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: 996,109 shares; 2024Q4: 979,908 shares; 2025Q1: 936,481 shares; 2025Q2: 916,957 shares; 2025Q3: 896,625 shares; 2025Q4: 886,879 shares; 2026Q1: 874,839 shares 874,839 $47.7M 0.44% -12,040 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: 24,703 shares; 2024Q4: 24,256 shares; 2025Q1: 25,152 shares; 2025Q2: 28,293 shares; 2025Q3: 29,596 shares; 2025Q4: 59,160 shares; 2026Q1: 79,026 shares 79,026 $45.2M 0.41% +19,866 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: 206,448 shares; 2024Q4: 190,498 shares; 2025Q1: 199,212 shares; 2025Q2: 223,178 shares; 2025Q3: 227,317 shares; 2025Q4: 235,514 shares; 2026Q1: 264,667 shares 264,667 $44.9M 0.41% +29,153 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 881,609 shares 881,609 $43.8M 0.4% new Timeline HYBI 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: 714,796 shares; 2025Q1: 780,957 shares; 2025Q2: 744,007 shares; 2025Q3: 793,000 shares; 2025Q4: 845,780 shares; 2026Q1: 869,196 shares 869,196 $43M 0.39% +23,416 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: 438,204 shares; 2024Q4: 385,754 shares; 2025Q1: 477,516 shares; 2025Q2: 567,110 shares; 2025Q3: 563,541 shares; 2025Q4: 548,919 shares; 2026Q1: 391,535 shares 391,535 $42.9M 0.39% -157,384 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: 364,775 shares; 2024Q4: 361,139 shares; 2025Q1: 360,180 shares; 2025Q2: 362,641 shares; 2025Q3: 366,620 shares; 2025Q4: 369,226 shares; 2026Q1: 369,582 shares 369,582 $41.8M 0.38% +356 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,425 shares; 2024Q4: 42,908 shares; 2025Q1: 44,391 shares; 2025Q2: 44,828 shares; 2025Q3: 45,110 shares; 2025Q4: 47,723 shares; 2026Q1: 201,831 shares 201,831 $41.5M 0.38% +154,108 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: 287,471 shares; 2024Q4: 288,586 shares; 2025Q1: 274,145 shares; 2025Q2: 280,059 shares; 2025Q3: 277,169 shares; 2025Q4: 275,277 shares; 2026Q1: 280,240 shares 280,240 $40.9M 0.37% +4,963 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,043 shares; 2024Q4: 147,847 shares; 2025Q1: 153,251 shares; 2025Q2: 156,097 shares; 2025Q3: 162,776 shares; 2025Q4: 170,540 shares; 2026Q1: 190,097 shares 190,097 $39.3M 0.36% +19,557 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,203 shares; 2024Q4: 93,505 shares; 2025Q1: 100,383 shares; 2025Q2: 104,078 shares; 2025Q3: 101,666 shares; 2025Q4: 101,977 shares; 2026Q1: 103,739 shares 103,739 $38.5M 0.35% +1,762 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: 474,360 shares; 2024Q4: 495,972 shares; 2025Q1: 505,727 shares; 2025Q2: 502,942 shares; 2025Q3: 388,991 shares; 2025Q4: 384,909 shares; 2026Q1: 197,629 shares 197,629 $37.9M 0.35% -187,280 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,492 shares; 2024Q4: 31,009 shares; 2025Q1: 30,253 shares; 2025Q2: 28,788 shares; 2025Q3: 28,352 shares; 2025Q4: 27,794 shares; 2026Q1: 84,593 shares 84,593 $36.9M 0.34% +56,799 Timeline ECML EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,007,702 shares 1,007,702 $36.6M 0.33% new 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: 224,206 shares; 2024Q4: 148,553 shares; 2025Q1: 146,736 shares; 2025Q2: 146,270 shares; 2025Q3: 145,582 shares; 2025Q4: 148,630 shares; 2026Q1: 166,056 shares 166,056 $35.5M 0.32% +17,426 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: 170,870 shares; 2024Q4: 170,572 shares; 2025Q1: 172,110 shares; 2025Q2: 179,329 shares; 2025Q3: 177,181 shares; 2025Q4: 175,154 shares; 2026Q1: 182,690 shares 182,690 $35.2M 0.32% +7,536 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: 198,982 shares; 2024Q4: 196,021 shares; 2025Q1: 196,891 shares; 2025Q2: 200,855 shares; 2025Q3: 206,366 shares; 2025Q4: 208,474 shares; 2026Q1: 223,452 shares 223,452 $34.7M 0.32% +14,978 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: 57,945 shares; 2024Q4: 57,997 shares; 2025Q1: 61,269 shares; 2025Q2: 62,361 shares; 2025Q3: 59,774 shares; 2025Q4: 60,945 shares; 2026Q1: 67,542 shares 67,542 $33.7M 0.31% +6,597 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: 39,723 shares; 2024Q4: 41,365 shares; 2025Q1: 41,762 shares; 2025Q2: 42,673 shares; 2025Q3: 44,692 shares; 2025Q4: 50,457 shares; 2026Q1: 92,720 shares 92,720 $33.2M 0.3% +42,263 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: 133,742 shares; 2024Q4: 137,677 shares; 2025Q1: 130,036 shares; 2025Q2: 132,545 shares; 2025Q3: 164,536 shares; 2025Q4: 174,624 shares; 2026Q1: 152,452 shares 152,452 $32.8M 0.3% -22,172 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: 346,505 shares; 2024Q4: 432,309 shares; 2025Q1: 669,077 shares; 2025Q2: 504,659 shares; 2025Q3: 521,530 shares; 2025Q4: 623,251 shares; 2026Q1: 636,837 shares 636,837 $32.1M 0.29% +13,586 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: 18,602 shares; 2024Q4: 16,545 shares; 2025Q1: not reported; 2025Q2: 21,563 shares; 2025Q3: not reported; 2025Q4: 21,809 shares; 2026Q1: 55,187 shares 55,187 $31.9M 0.29% +33,378 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: 221,166 shares; 2024Q4: 214,036 shares; 2025Q1: 217,379 shares; 2025Q2: 225,671 shares; 2025Q3: 199,123 shares; 2025Q4: 196,319 shares; 2026Q1: 214,188 shares 214,188 $30.9M 0.28% +17,869 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: 108,177 shares; 2024Q4: 99,253 shares; 2025Q1: 98,319 shares; 2025Q2: 94,834 shares; 2025Q3: 94,291 shares; 2025Q4: 93,180 shares; 2026Q1: 120,817 shares 120,817 $30M 0.27% +27,637 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: 100,457 shares; 2024Q4: 100,073 shares; 2025Q1: 99,683 shares; 2025Q2: 102,462 shares; 2025Q3: 101,419 shares; 2025Q4: 101,762 shares; 2026Q1: 134,159 shares 134,159 $29.2M 0.27% +32,397 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: 98,735 shares; 2024Q4: 102,437 shares; 2025Q1: 104,521 shares; 2025Q2: 128,098 shares; 2025Q3: 135,667 shares; 2025Q4: 148,544 shares; 2026Q1: 195,769 shares 195,769 $29M 0.27% +47,225 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: 208,486 shares; 2024Q4: 248,000 shares; 2025Q1: 21,988 shares; 2025Q2: 13,169 shares; 2025Q3: 12,182 shares; 2025Q4: 11,168 shares; 2026Q1: 286,868 shares 286,868 $28.9M 0.26% +275,700 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: 64,102 shares; 2024Q4: 64,440 shares; 2025Q1: 61,563 shares; 2025Q2: 60,408 shares; 2025Q3: 61,895 shares; 2025Q4: 65,665 shares; 2026Q1: 90,383 shares 90,383 $27.3M 0.25% +24,718 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: 71,244 shares; 2024Q4: 70,611 shares; 2025Q1: 68,180 shares; 2025Q2: 69,433 shares; 2025Q3: 70,014 shares; 2025Q4: 72,644 shares; 2026Q1: 82,754 shares 82,754 $27.2M 0.25% +10,110 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,216 shares; 2024Q4: 9,276 shares; 2025Q1: 11,534 shares; 2025Q2: 23,508 shares; 2025Q3: 21,451 shares; 2025Q4: 21,370 shares; 2026Q1: 172,216 shares 172,216 $27.1M 0.25% +150,846 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: 51,845 shares; 2024Q4: 51,362 shares; 2025Q1: 51,720 shares; 2025Q2: 47,015 shares; 2025Q3: 46,682 shares; 2025Q4: 44,364 shares; 2026Q1: 43,688 shares 43,688 $26.9M 0.25% -676 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: 49,880 shares; 2024Q4: 59,737 shares; 2025Q1: 61,903 shares; 2025Q2: 65,644 shares; 2025Q3: 62,415 shares; 2025Q4: 62,256 shares; 2026Q1: 187,029 shares 187,029 $25.9M 0.24% +124,773 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: 138,260 shares; 2024Q4: 324,667 shares; 2025Q1: 222,281 shares; 2025Q2: 219,459 shares; 2025Q3: 177,725 shares; 2025Q4: 217,140 shares; 2026Q1: 258,984 shares 258,984 $25.7M 0.23% +41,844 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: 70,725 shares; 2024Q4: 66,048 shares; 2025Q1: 65,225 shares; 2025Q2: 66,947 shares; 2025Q3: 69,573 shares; 2025Q4: 69,467 shares; 2026Q1: 219,930 shares 219,930 $25.3M 0.23% +150,463 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 818,371 shares; 2024Q4: 878,265 shares; 2025Q1: 862,458 shares; 2025Q2: 891,719 shares; 2025Q3: 913,028 shares; 2025Q4: 962,006 shares; 2026Q1: 985,931 shares 985,931 $25.2M 0.23% +23,925 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: 1,411 shares; 2024Q4: 1,411 shares; 2025Q1: 1,411 shares; 2025Q2: 1,411 shares; 2025Q3: 1,411 shares; 2025Q4: 1,511 shares; 2026Q1: 262,174 shares 262,174 $25.1M 0.23% +260,663 Timeline IBMR 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: 797,823 shares; 2024Q4: 862,163 shares; 2025Q1: 852,633 shares; 2025Q2: 882,394 shares; 2025Q3: 902,055 shares; 2025Q4: 952,366 shares; 2026Q1: 979,870 shares 979,870 $24.8M 0.23% +27,504 Timeline IBMP 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: 810,664 shares; 2024Q4: 880,117 shares; 2025Q1: 871,056 shares; 2025Q2: 898,400 shares; 2025Q3: 923,175 shares; 2025Q4: 956,583 shares; 2026Q1: 976,335 shares 976,335 $24.8M 0.23% +19,752 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: 177,161 shares; 2024Q4: 197,222 shares; 2025Q1: 182,503 shares; 2025Q2: 180,161 shares; 2025Q3: 174,549 shares; 2025Q4: 171,068 shares; 2026Q1: 178,195 shares 178,195 $24.6M 0.23% +7,127 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: 40,061 shares; 2024Q4: 39,680 shares; 2025Q1: 35,977 shares; 2025Q2: 39,959 shares; 2025Q3: 40,027 shares; 2025Q4: 46,773 shares; 2026Q1: 65,799 shares 65,799 $24.5M 0.22% +19,026 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: 117,564 shares; 2024Q4: 114,309 shares; 2025Q1: 106,955 shares; 2025Q2: 170,136 shares; 2025Q3: 191,756 shares; 2025Q4: 131,443 shares; 2026Q1: 347,801 shares 347,801 $24.3M 0.22% +216,358 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: 112,787 shares; 2024Q4: 111,047 shares; 2025Q1: 111,611 shares; 2025Q2: 112,864 shares; 2025Q3: 113,326 shares; 2025Q4: 113,889 shares; 2026Q1: 113,434 shares 113,434 $24M 0.22% -455 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279,268 shares; 2024Q4: 224,459 shares; 2025Q1: 257,693 shares; 2025Q2: 253,339 shares; 2025Q3: 251,314 shares; 2025Q4: 251,249 shares; 2026Q1: 252,054 shares 252,054 $23.6M 0.22% +805 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,407 shares; 2025Q2: not reported; 2025Q3: 433,557 shares; 2025Q4: 877,248 shares; 2026Q1: 899,241 shares 899,241 $23.2M 0.21% +21,993 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: 223,588 shares; 2024Q4: 224,758 shares; 2025Q1: 223,457 shares; 2025Q2: 234,663 shares; 2025Q3: 241,123 shares; 2025Q4: 241,829 shares; 2026Q1: 246,338 shares 246,338 $23.2M 0.21% +4,509 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 556,939 shares; 2024Q4: 598,061 shares; 2025Q1: 667,102 shares; 2025Q2: 669,377 shares; 2025Q3: 670,116 shares; 2025Q4: 675,633 shares; 2026Q1: 679,741 shares 679,741 $23M 0.21% +4,108 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: 86,925 shares; 2024Q4: 88,793 shares; 2025Q1: 89,631 shares; 2025Q2: 92,970 shares; 2025Q3: 95,236 shares; 2025Q4: 97,298 shares; 2026Q1: 95,161 shares 95,161 $21.9M 0.2% -2,137 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: 91,951 shares; 2024Q4: 73,520 shares; 2025Q1: 12,215 shares; 2025Q2: 13,958 shares; 2025Q3: 17,047 shares; 2025Q4: 19,600 shares; 2026Q1: 106,991 shares 106,991 $21.8M 0.2% +87,391 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: 50,906 shares; 2024Q4: 106,387 shares; 2025Q1: 107,410 shares; 2025Q2: 115,152 shares; 2025Q3: 119,800 shares; 2025Q4: 121,928 shares; 2026Q1: 134,464 shares 134,464 $21.6M 0.2% +12,536 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: 41,825 shares; 2024Q4: 46,823 shares; 2025Q1: 44,892 shares; 2025Q2: 44,423 shares; 2025Q3: 40,869 shares; 2025Q4: 46,917 shares; 2026Q1: 91,142 shares 91,142 $21.5M 0.2% +44,225 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: 244,736 shares; 2024Q4: 228,440 shares; 2025Q1: 232,356 shares; 2025Q2: 254,450 shares; 2025Q3: 253,444 shares; 2025Q4: 257,451 shares; 2026Q1: 273,454 shares 273,454 $21.2M 0.19% +16,003 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: 218,641 shares; 2024Q4: 215,917 shares; 2025Q1: 217,271 shares; 2025Q2: 222,363 shares; 2025Q3: 216,365 shares; 2025Q4: 210,669 shares; 2026Q1: 136,294 shares 136,294 $20.1M 0.18% -74,375 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: 117,717 shares; 2024Q4: 118,274 shares; 2025Q1: 117,877 shares; 2025Q2: 121,693 shares; 2025Q3: 123,228 shares; 2025Q4: 127,303 shares; 2026Q1: 125,183 shares 125,183 $19.7M 0.18% -2,120 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: 46,614 shares; 2024Q4: 47,008 shares; 2025Q1: 48,100 shares; 2025Q2: 47,912 shares; 2025Q3: 53,843 shares; 2025Q4: 49,904 shares; 2026Q1: 58,179 shares 58,179 $19.7M 0.18% +8,275 Timeline MIAX MIAMI INTL HLDGS INC More: the full row for MIAMI INTL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 503,662 shares 503,662 $19.6M 0.18% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 633,905 shares; 2024Q4: 822,746 shares; 2025Q1: 816,967 shares; 2025Q2: 1,146,279 shares; 2025Q3: 1,053,754 shares; 2025Q4: 977,994 shares; 2026Q1: 958,835 shares 958,835 $19.2M 0.18% -19,159 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,767 shares; 2024Q4: 126,229 shares; 2025Q1: 123,707 shares; 2025Q2: 125,256 shares; 2025Q3: 125,368 shares; 2025Q4: 126,511 shares; 2026Q1: 125,548 shares 125,548 $19.1M 0.18% -963 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 727 shares; 2025Q1: 727 shares; 2025Q2: 727 shares; 2025Q3: 727 shares; 2025Q4: 727 shares; 2026Q1: 532,232 shares 532,232 $19M 0.17% +531,505 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: 98,175 shares; 2024Q4: 98,991 shares; 2025Q1: 96,832 shares; 2025Q2: 97,568 shares; 2025Q3: 100,931 shares; 2025Q4: 94,966 shares; 2026Q1: 96,530 shares 96,530 $18.7M 0.17% +1,564 Timeline PGX 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: 624,683 shares; 2024Q4: 739,128 shares; 2025Q1: 716,037 shares; 2025Q2: 787,541 shares; 2025Q3: 1,216,444 shares; 2025Q4: 1,682,990 shares; 2026Q1: 1,697,789 shares 1,697,789 $18.5M 0.17% +14,799 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: 29,430 shares; 2024Q4: 29,289 shares; 2025Q1: 244,115 shares; 2025Q2: 251,697 shares; 2025Q3: 239,458 shares; 2025Q4: 244,739 shares; 2026Q1: 256,508 shares 256,508 $18.5M 0.17% +11,769 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: 124,293 shares; 2024Q4: 120,429 shares; 2025Q1: 119,240 shares; 2025Q2: 116,568 shares; 2025Q3: 113,398 shares; 2025Q4: 110,354 shares; 2026Q1: 152,132 shares 152,132 $18.3M 0.17% +41,778 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: 39,463 shares; 2024Q4: 40,591 shares; 2025Q1: 41,329 shares; 2025Q2: 33,482 shares; 2025Q3: 42,503 shares; 2025Q4: 43,109 shares; 2026Q1: 42,196 shares 42,196 $18.2M 0.17% -913 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: 87,401 shares; 2024Q4: 88,503 shares; 2025Q1: 92,872 shares; 2025Q2: 90,350 shares; 2025Q3: 93,939 shares; 2025Q4: 100,280 shares; 2026Q1: 95,458 shares 95,458 $18.1M 0.17% -4,822 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: 20,800 shares; 2024Q4: 20,805 shares; 2025Q1: 21,778 shares; 2025Q2: 20,974 shares; 2025Q3: 20,796 shares; 2025Q4: 20,767 shares; 2026Q1: 20,188 shares 20,188 $18.1M 0.17% -579 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: 35,520 shares; 2024Q4: 34,218 shares; 2025Q1: 33,905 shares; 2025Q2: 35,670 shares; 2025Q3: 35,799 shares; 2025Q4: 35,547 shares; 2026Q1: 50,221 shares 50,221 $17.7M 0.16% +14,674 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: 72,932 shares; 2024Q4: 73,994 shares; 2025Q1: 72,918 shares; 2025Q2: 77,320 shares; 2025Q3: 78,137 shares; 2025Q4: 80,793 shares; 2026Q1: 93,532 shares 93,532 $17.5M 0.16% +12,739 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: 129,105 shares; 2024Q4: 129,589 shares; 2025Q1: 122,774 shares; 2025Q2: 158,378 shares; 2025Q3: 152,765 shares; 2025Q4: 152,433 shares; 2026Q1: 168,685 shares 168,685 $17.3M 0.16% +16,252 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: 5,219 shares; 2024Q4: 5,155 shares; 2025Q1: 6,942 shares; 2025Q2: 7,752 shares; 2025Q3: 6,413 shares; 2025Q4: 76,430 shares; 2026Q1: 177,181 shares 177,181 $17M 0.16% +100,751 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: 179,013 shares; 2024Q4: 174,361 shares; 2025Q1: 176,732 shares; 2025Q2: 190,630 shares; 2025Q3: 184,147 shares; 2025Q4: 199,215 shares; 2026Q1: 218,382 shares 218,382 $16.6M 0.15% +19,167 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: 90,836 shares; 2024Q4: 89,933 shares; 2025Q1: 89,658 shares; 2025Q2: 90,549 shares; 2025Q3: 84,037 shares; 2025Q4: 84,488 shares; 2026Q1: 82,205 shares 82,205 $16.3M 0.15% -2,283 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,056 shares; 2024Q4: 5,057 shares; 2025Q1: 117,109 shares; 2025Q2: 120,453 shares; 2025Q3: 122,626 shares; 2025Q4: 121,817 shares; 2026Q1: 118,777 shares 118,777 $16.2M 0.15% -3,040 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,898 shares; 2024Q4: 186,170 shares; 2025Q1: 119,833 shares; 2025Q2: 119,563 shares; 2025Q3: 79,576 shares; 2025Q4: 85,806 shares; 2026Q1: 207,361 shares 207,361 $15.6M 0.14% +121,555 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: 192 shares; 2024Q4: 247 shares; 2025Q1: 274 shares; 2025Q2: 255 shares; 2025Q3: 373 shares; 2025Q4: 447 shares; 2026Q1: 8,975 shares 8,975 $15.5M 0.14% +8,528 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,294 shares; 2024Q4: 112,966 shares; 2025Q1: 114,290 shares; 2025Q2: 118,288 shares; 2025Q3: 126,115 shares; 2025Q4: 130,028 shares; 2026Q1: 133,903 shares 133,903 $15.4M 0.14% +3,875 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 484,880 shares; 2025Q1: 488,660 shares; 2025Q2: 489,723 shares; 2025Q3: 488,777 shares; 2025Q4: 889,713 shares; 2026Q1: 888,522 shares 888,522 $15.1M 0.14% -1,191 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 251,553 shares 251,553 $15.1M 0.14% new 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: 58,501 shares; 2024Q4: 56,104 shares; 2025Q1: 58,769 shares; 2025Q2: 212,352 shares; 2025Q3: 213,590 shares; 2025Q4: 207,299 shares; 2026Q1: 228,655 shares 228,655 $15.1M 0.14% +21,356 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: 28,274 shares; 2024Q4: 28,633 shares; 2025Q1: 28,563 shares; 2025Q2: 31,615 shares; 2025Q3: 36,959 shares; 2025Q4: 39,055 shares; 2026Q1: 51,705 shares 51,705 $14.7M 0.13% +12,650 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,897 shares; 2024Q4: 1,911 shares; 2025Q1: 1,923 shares; 2025Q2: 130,476 shares; 2025Q3: 192,766 shares; 2025Q4: 234,261 shares; 2026Q1: 273,221 shares 273,221 $14.3M 0.13% +38,960 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,131 shares; 2024Q4: 69,698 shares; 2025Q1: 69,511 shares; 2025Q2: 72,247 shares; 2025Q3: 71,643 shares; 2025Q4: 71,703 shares; 2026Q1: 71,959 shares 71,959 $14.2M 0.13% +256 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: 764 shares; 2024Q4: 764 shares; 2025Q1: 764 shares; 2025Q2: 1,137 shares; 2025Q3: 1,641 shares; 2025Q4: 1,641 shares; 2026Q1: 47,507 shares 47,507 $14.2M 0.13% +45,866 Timeline DNLI DENALI THERAPEUTICS INC More: the full row for DENALI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 737,990 shares 737,990 $14.2M 0.13% new Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 356,344 shares 356,344 $14M 0.13% new 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: 43,920 shares; 2024Q4: 41,984 shares; 2025Q1: 41,505 shares; 2025Q2: 44,055 shares; 2025Q3: 43,608 shares; 2025Q4: 46,043 shares; 2026Q1: 44,757 shares 44,757 $13.9M 0.13% -1,286 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: 46,935 shares; 2024Q4: 42,894 shares; 2025Q1: 46,767 shares; 2025Q2: 47,066 shares; 2025Q3: 47,418 shares; 2025Q4: 47,568 shares; 2026Q1: 45,588 shares 45,588 $13.8M 0.13% -1,980 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,545 shares; 2025Q1: 13,929 shares; 2025Q2: 4,894 shares; 2025Q3: 5,315 shares; 2025Q4: 15,316 shares; 2026Q1: 173,087 shares 173,087 $13.7M 0.13% +157,771 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: 4 shares; 2024Q4: 5 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares 19 $13.6M 0.12% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,505 shares; 2024Q4: 1,523 shares; 2025Q1: 1,871 shares; 2025Q2: 2,933 shares; 2025Q3: 181,090 shares; 2025Q4: 194,711 shares; 2026Q1: 169,533 shares 169,533 $13.6M 0.12% -25,178 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 186,366 shares 186,366 $13.6M 0.12% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,650 shares; 2024Q4: 52,710 shares; 2025Q1: 51,741 shares; 2025Q2: 52,495 shares; 2025Q3: 60,730 shares; 2025Q4: 78,540 shares; 2026Q1: 196,245 shares 196,245 $13.4M 0.12% +117,705 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: 38,530 shares; 2024Q4: 37,063 shares; 2025Q1: 37,167 shares; 2025Q2: 43,635 shares; 2025Q3: 43,841 shares; 2025Q4: 44,597 shares; 2026Q1: 39,274 shares 39,274 $13.4M 0.12% -5,323 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: 84,285 shares; 2024Q4: 251,548 shares; 2025Q1: 277,390 shares; 2025Q2: 287,871 shares; 2025Q3: 309,802 shares; 2025Q4: 266,862 shares; 2026Q1: 431,965 shares 431,965 $13.3M 0.12% +165,103 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: 8,595 shares; 2024Q4: 8,644 shares; 2025Q1: 8,511 shares; 2025Q2: 129,350 shares; 2025Q3: 129,510 shares; 2025Q4: 130,532 shares; 2026Q1: 141,643 shares 141,643 $13.1M 0.12% +11,111 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: 123,268 shares; 2024Q4: 129,695 shares; 2025Q1: 126,500 shares; 2025Q2: 122,845 shares; 2025Q3: 120,541 shares; 2025Q4: 121,369 shares; 2026Q1: 122,041 shares 122,041 $13M 0.12% +672 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,680 shares; 2024Q4: 244,535 shares; 2025Q1: 205,056 shares; 2025Q2: 152,358 shares; 2025Q3: 154,338 shares; 2025Q4: 232,139 shares; 2026Q1: 258,614 shares 258,614 $12.9M 0.12% +26,475 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: 193,647 shares; 2024Q4: 189,006 shares; 2025Q1: 188,872 shares; 2025Q2: 427,735 shares; 2025Q3: 394,823 shares; 2025Q4: 404,659 shares; 2026Q1: 444,482 shares 444,482 $12.9M 0.12% +39,823 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: 34,794 shares; 2024Q4: 31,397 shares; 2025Q1: 36,487 shares; 2025Q2: 52,737 shares; 2025Q3: 51,599 shares; 2025Q4: 75,054 shares; 2026Q1: 161,689 shares 161,689 $12.5M 0.11% +86,635 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: 41,879 shares; 2024Q4: 42,120 shares; 2025Q1: 41,611 shares; 2025Q2: 42,020 shares; 2025Q3: 41,542 shares; 2025Q4: 42,642 shares; 2026Q1: 50,291 shares 50,291 $12.2M 0.11% +7,649 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: 124,045 shares; 2024Q4: 128,113 shares; 2025Q1: 125,467 shares; 2025Q2: 136,912 shares; 2025Q3: 148,566 shares; 2025Q4: 160,848 shares; 2026Q1: 247,763 shares 247,763 $12.1M 0.11% +86,915 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: 97,054 shares; 2024Q4: 86,746 shares; 2025Q1: 85,939 shares; 2025Q2: 85,715 shares; 2025Q3: 84,832 shares; 2025Q4: 84,378 shares; 2026Q1: 82,787 shares 82,787 $12.1M 0.11% -1,591 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: 104,164 shares; 2024Q4: 102,805 shares; 2025Q1: 90,271 shares; 2025Q2: 84,097 shares; 2025Q3: 85,848 shares; 2025Q4: 87,022 shares; 2026Q1: 145,672 shares 145,672 $12M 0.11% +58,650 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,144 shares; 2024Q4: 126,631 shares; 2025Q1: 129,510 shares; 2025Q2: 110,609 shares; 2025Q3: 121,052 shares; 2025Q4: 125,322 shares; 2026Q1: 130,209 shares 130,209 $12M 0.11% +4,887 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: 13,276 shares; 2024Q4: 14,007 shares; 2025Q1: 14,052 shares; 2025Q2: 14,622 shares; 2025Q3: 14,375 shares; 2025Q4: 14,839 shares; 2026Q1: 14,100 shares 14,100 $11.9M 0.11% -739 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: 434,840 shares; 2024Q4: 439,631 shares; 2025Q1: 431,127 shares; 2025Q2: 426,266 shares; 2025Q3: 417,054 shares; 2025Q4: 414,952 shares; 2026Q1: 228,840 shares 228,840 $11.7M 0.11% -186,112 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: 82,902 shares; 2024Q4: 82,951 shares; 2025Q1: 84,691 shares; 2025Q2: 87,497 shares; 2025Q3: 86,139 shares; 2025Q4: 79,415 shares; 2026Q1: 80,606 shares 80,606 $11.5M 0.1% +1,191 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: 87,714 shares; 2024Q4: 87,196 shares; 2025Q1: 87,440 shares; 2025Q2: 91,980 shares; 2025Q3: 99,264 shares; 2025Q4: 102,000 shares; 2026Q1: 120,525 shares 120,525 $11.2M 0.1% +18,525 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 6 shares; 2025Q1: 3 shares; 2025Q2: 71,563 shares; 2025Q3: 156,318 shares; 2025Q4: 125,531 shares; 2026Q1: 133,196 shares 133,196 $11.1M 0.1% +7,665 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: 44,681 shares; 2024Q4: 49,017 shares; 2025Q1: 47,898 shares; 2025Q2: 53,520 shares; 2025Q3: 51,247 shares; 2025Q4: 54,141 shares; 2026Q1: 68,745 shares 68,745 $11M 0.1% +14,604 Timeline VIR VIR BIOTECHNOLOGY INC More: the full row for VIR BIOTECHNOLOGY 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: 34 shares; 2025Q3: 373 shares; 2025Q4: not reported; 2026Q1: 1,216,400 shares 1,216,400 $10.9M 0.1% new 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: 130,149 shares; 2024Q4: 365,567 shares; 2025Q1: 383,690 shares; 2025Q2: 355,721 shares; 2025Q3: 353,683 shares; 2025Q4: 346,531 shares; 2026Q1: 349,529 shares 349,529 $10.8M 0.1% +2,998 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: 37,409 shares; 2024Q4: 35,989 shares; 2025Q1: 35,967 shares; 2025Q2: 35,747 shares; 2025Q3: 36,531 shares; 2025Q4: 36,463 shares; 2026Q1: 151,163 shares 151,163 $10.8M 0.1% +114,700 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: 2,113 shares; 2024Q4: 2,317 shares; 2025Q1: 3,168 shares; 2025Q2: 5,514 shares; 2025Q3: 5,867 shares; 2025Q4: 5,107 shares; 2026Q1: 70,399 shares 70,399 $10.6M 0.1% +65,292 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,203 shares; 2024Q4: 69,898 shares; 2025Q1: 61,471 shares; 2025Q2: 45,538 shares; 2025Q3: 45,272 shares; 2025Q4: 44,140 shares; 2026Q1: 42,513 shares 42,513 $10.6M 0.1% -1,627 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: 155,019 shares; 2024Q4: 145,074 shares; 2025Q1: 85,484 shares; 2025Q2: 73,301 shares; 2025Q3: 96,027 shares; 2025Q4: 102,071 shares; 2026Q1: 189,226 shares 189,226 $10.2M 0.09% +87,155 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: 119,476 shares; 2024Q4: 118,174 shares; 2025Q1: 120,436 shares; 2025Q2: 128,095 shares; 2025Q3: 127,117 shares; 2025Q4: 129,161 shares; 2026Q1: 135,871 shares 135,871 $10M 0.09% +6,710 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,642 shares; 2024Q4: 6,162 shares; 2025Q1: 8,886 shares; 2025Q2: 8,215 shares; 2025Q3: 8,259 shares; 2025Q4: 9,173 shares; 2026Q1: 100,979 shares 100,979 $10M 0.09% +91,806 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: 16,396 shares; 2024Q4: 19,499 shares; 2025Q1: 20,337 shares; 2025Q2: 22,103 shares; 2025Q3: 24,479 shares; 2025Q4: 48,403 shares; 2026Q1: 74,340 shares 74,340 $9.88M 0.09% +25,937 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: 92,258 shares; 2024Q4: 91,702 shares; 2025Q1: 84,647 shares; 2025Q2: 97,159 shares; 2025Q3: 101,728 shares; 2025Q4: 107,832 shares; 2026Q1: 122,210 shares 122,210 $9.73M 0.09% +14,378 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: 16,778 shares; 2024Q4: 17,407 shares; 2025Q1: 18,672 shares; 2025Q2: 20,365 shares; 2025Q3: 18,110 shares; 2025Q4: 17,912 shares; 2026Q1: 17,129 shares 17,129 $9.65M 0.09% -783 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: 552,918 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,492 shares; 2025Q3: not reported; 2025Q4: 57,122 shares; 2026Q1: 64,309 shares 64,309 $9.41M 0.09% +7,187 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: 82,476 shares; 2024Q4: 84,076 shares; 2025Q1: 83,055 shares; 2025Q2: 30,766 shares; 2025Q3: 27,290 shares; 2025Q4: 29,586 shares; 2026Q1: 40,733 shares 40,733 $9.21M 0.08% +11,147 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: 120,732 shares; 2024Q4: 111,697 shares; 2025Q1: 110,625 shares; 2025Q2: 118,955 shares; 2025Q3: 117,220 shares; 2025Q4: 125,893 shares; 2026Q1: 151,329 shares 151,329 $9.18M 0.08% +25,436 Timeline NAUT NAUTILUS BIOTECHNOLOGY INC More: the full row for NAUTILUS BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,329,784 shares 2,329,784 $9.04M 0.08% new Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 160,230 shares 160,230 $9.02M 0.08% new Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,537,475 shares; 2024Q4: 2,646,447 shares; 2025Q1: 2,697,302 shares; 2025Q2: 2,777,610 shares; 2025Q3: 1,975,280 shares; 2025Q4: 466,385 shares; 2026Q1: 457,033 shares 457,033 $8.97M 0.08% -9,352 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,023 shares; 2024Q4: 110,117 shares; 2025Q1: 101,714 shares; 2025Q2: 84,514 shares; 2025Q3: 86,191 shares; 2025Q4: 83,235 shares; 2026Q1: 87,309 shares 87,309 $8.79M 0.08% +4,074 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: 14,681 shares; 2025Q1: 14,251 shares; 2025Q2: 16,077 shares; 2025Q3: 19,611 shares; 2025Q4: 20,839 shares; 2026Q1: 40,271 shares 40,271 $8.6M 0.08% +19,432 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: 38,110 shares; 2024Q4: 36,527 shares; 2025Q1: 37,497 shares; 2025Q2: 38,393 shares; 2025Q3: 37,733 shares; 2025Q4: 37,577 shares; 2026Q1: 51,283 shares 51,283 $8.48M 0.08% +13,706 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: 6,247 shares; 2024Q4: 6,411 shares; 2025Q1: 6,535 shares; 2025Q2: 9,573 shares; 2025Q3: 9,593 shares; 2025Q4: 9,986 shares; 2026Q1: 9,461 shares 9,461 $8.26M 0.08% -525 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: 13,140 shares; 2024Q4: 12,962 shares; 2025Q1: 13,416 shares; 2025Q2: 13,352 shares; 2025Q3: 12,694 shares; 2025Q4: 13,477 shares; 2026Q1: 13,547 shares 13,547 $8.19M 0.07% +70 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: 669,498 shares; 2024Q4: 680,062 shares; 2025Q1: 142,394 shares; 2025Q2: 144,403 shares; 2025Q3: 161,208 shares; 2025Q4: 160,460 shares; 2026Q1: 173,574 shares 173,574 $8.14M 0.07% +13,114 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: 45,694 shares; 2024Q4: 43,015 shares; 2025Q1: 42,374 shares; 2025Q2: 42,993 shares; 2025Q3: 41,128 shares; 2025Q4: 40,630 shares; 2026Q1: 60,730 shares 60,730 $7.96M 0.07% +20,100 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: 41,092 shares; 2024Q4: 40,332 shares; 2025Q1: 39,822 shares; 2025Q2: 40,342 shares; 2025Q3: 39,504 shares; 2025Q4: 40,418 shares; 2026Q1: 38,251 shares 38,251 $7.77M 0.07% -2,167 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: 142,355 shares; 2024Q4: 250,306 shares; 2025Q1: 244,004 shares; 2025Q2: 240,291 shares; 2025Q3: 264,971 shares; 2025Q4: 260,661 shares; 2026Q1: 313,195 shares 313,195 $7.75M 0.07% +52,534 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: 13,963 shares; 2024Q4: 13,780 shares; 2025Q1: 13,671 shares; 2025Q2: 11,432 shares; 2025Q3: 8,519 shares; 2025Q4: 8,950 shares; 2026Q1: 22,217 shares 22,217 $7.51M 0.07% +13,267 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: 129,772 shares; 2024Q4: 118,887 shares; 2025Q1: 116,890 shares; 2025Q2: 112,432 shares; 2025Q3: 101,314 shares; 2025Q4: 83,719 shares; 2026Q1: 80,348 shares 80,348 $7.45M 0.07% -3,371 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: 60,836 shares; 2024Q4: 47,991 shares; 2025Q1: 47,584 shares; 2025Q2: 58,632 shares; 2025Q3: 58,895 shares; 2025Q4: 60,161 shares; 2026Q1: 77,142 shares 77,142 $7.43M 0.07% +16,981 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: 22,634 shares; 2024Q4: 22,350 shares; 2025Q1: 26,196 shares; 2025Q2: 23,919 shares; 2025Q3: 24,809 shares; 2025Q4: 26,157 shares; 2026Q1: 37,145 shares 37,145 $7.37M 0.07% +10,988 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: 28,069 shares; 2024Q4: 27,005 shares; 2025Q1: 32,225 shares; 2025Q2: 31,122 shares; 2025Q3: 24,003 shares; 2025Q4: 24,210 shares; 2026Q1: 22,760 shares 22,760 $7.3M 0.07% -1,450 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: 20,158 shares; 2024Q4: 22,369 shares; 2025Q1: 19,964 shares; 2025Q2: 20,170 shares; 2025Q3: 16,959 shares; 2025Q4: 18,335 shares; 2026Q1: 29,979 shares 29,979 $7.27M 0.07% +11,644 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: 17,841 shares; 2024Q4: 16,921 shares; 2025Q1: 11,827 shares; 2025Q2: 12,927 shares; 2025Q3: 14,235 shares; 2025Q4: 70,102 shares; 2026Q1: 91,699 shares 91,699 $7.27M 0.07% +21,597 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: 11,812 shares; 2024Q4: 11,126 shares; 2025Q1: 10,805 shares; 2025Q2: 12,375 shares; 2025Q3: 12,382 shares; 2025Q4: 13,665 shares; 2026Q1: 13,176 shares 13,176 $7.23M 0.07% -489 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 949 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200,000 shares 200,000 $7.11M 0.06% new 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: 10,925 shares; 2024Q4: 10,932 shares; 2025Q1: 11,128 shares; 2025Q2: 10,349 shares; 2025Q3: 10,278 shares; 2025Q4: 10,215 shares; 2026Q1: 10,409 shares 10,409 $7.1M 0.06% +194 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 96,151 shares; 2025Q1: 219,450 shares; 2025Q2: 235,013 shares; 2025Q3: 242,856 shares; 2025Q4: 253,225 shares; 2026Q1: 268,170 shares 268,170 $7.03M 0.06% +14,945 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,528 shares; 2024Q4: 51,072 shares; 2025Q1: 108,069 shares; 2025Q2: 118,948 shares; 2025Q3: 178,839 shares; 2025Q4: 202,195 shares; 2026Q1: 221,294 shares 221,294 $6.73M 0.06% +19,099 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: 86,136 shares; 2024Q4: 85,638 shares; 2025Q1: 86,914 shares; 2025Q2: 88,689 shares; 2025Q3: 88,836 shares; 2025Q4: 88,686 shares; 2026Q1: 101,256 shares 101,256 $6.73M 0.06% +12,570 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: 222,909 shares; 2024Q4: 199,904 shares; 2025Q1: 193,050 shares; 2025Q2: 204,052 shares; 2025Q3: 186,251 shares; 2025Q4: 185,036 shares; 2026Q1: 238,278 shares 238,278 $6.69M 0.06% +53,242 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: 47,918 shares; 2024Q4: 41,052 shares; 2025Q1: 42,271 shares; 2025Q2: 44,953 shares; 2025Q3: 47,180 shares; 2025Q4: 48,973 shares; 2026Q1: 51,893 shares 51,893 $6.68M 0.06% +2,920 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,351 shares; 2024Q4: 33,354 shares; 2025Q1: 35,248 shares; 2025Q2: 36,653 shares; 2025Q3: 34,509 shares; 2025Q4: 34,562 shares; 2026Q1: 44,001 shares 44,001 $6.66M 0.06% +9,439 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,767 shares; 2024Q4: 151,809 shares; 2025Q1: 146,279 shares; 2025Q2: 146,816 shares; 2025Q3: 129,511 shares; 2025Q4: 120,214 shares; 2026Q1: 139,310 shares 139,310 $6.47M 0.06% +19,096 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,813 shares; 2024Q4: 3,813 shares; 2025Q1: 3,813 shares; 2025Q2: 1,939 shares; 2025Q3: 1,939 shares; 2025Q4: 1,939 shares; 2026Q1: 137,059 shares 137,059 $6.44M 0.06% +135,120 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: 43,405 shares; 2024Q4: 44,469 shares; 2025Q1: 46,795 shares; 2025Q2: 47,285 shares; 2025Q3: 28,213 shares; 2025Q4: 30,944 shares; 2026Q1: 56,364 shares 56,364 $6.39M 0.06% +25,420 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: 54,470 shares; 2024Q4: 54,318 shares; 2025Q1: 54,087 shares; 2025Q2: 53,256 shares; 2025Q3: 50,833 shares; 2025Q4: 50,848 shares; 2026Q1: 49,344 shares 49,344 $6.32M 0.06% -1,504 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 530,828 shares; 2024Q4: 583,638 shares; 2025Q1: 553,026 shares; 2025Q2: 384,202 shares; 2025Q3: 421,884 shares; 2025Q4: 345,987 shares; 2026Q1: 350,765 shares 350,765 $6.32M 0.06% +4,778 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: 91,641 shares; 2024Q4: 90,899 shares; 2025Q1: 90,091 shares; 2025Q2: 96,069 shares; 2025Q3: 98,346 shares; 2025Q4: 129,897 shares; 2026Q1: 137,104 shares 137,104 $6.3M 0.06% +7,207 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: 125,625 shares; 2024Q4: 76,674 shares; 2025Q1: 80,367 shares; 2025Q2: 137,093 shares; 2025Q3: 142,831 shares; 2025Q4: 143,878 shares; 2026Q1: 142,230 shares 142,230 $6.28M 0.06% -1,648 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: 60,622 shares; 2024Q4: 60,541 shares; 2025Q1: 62,417 shares; 2025Q2: 58,903 shares; 2025Q3: 58,620 shares; 2025Q4: 60,955 shares; 2026Q1: 70,237 shares 70,237 $6.23M 0.06% +9,282 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: 42,485 shares; 2024Q4: 42,582 shares; 2025Q1: 50,865 shares; 2025Q2: 51,711 shares; 2025Q3: 52,137 shares; 2025Q4: 45,409 shares; 2026Q1: 46,616 shares 46,616 $6.1M 0.06% +1,207 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 263,323 shares; 2025Q2: 277,010 shares; 2025Q3: 278,327 shares; 2025Q4: 290,041 shares; 2026Q1: 292,485 shares 292,485 $6.02M 0.06% +2,444 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: 32,561 shares; 2024Q4: 33,367 shares; 2025Q1: 33,692 shares; 2025Q2: 37,070 shares; 2025Q3: 39,695 shares; 2025Q4: 41,356 shares; 2026Q1: 36,410 shares 36,410 $5.99M 0.05% -4,946 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 58 shares; 2025Q1: 279 shares; 2025Q2: 871 shares; 2025Q3: 4,233 shares; 2025Q4: 3,959 shares; 2026Q1: 74,828 shares 74,828 $5.89M 0.05% +70,869 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,367 shares; 2024Q4: 157,422 shares; 2025Q1: 157,240 shares; 2025Q2: 157,293 shares; 2025Q3: 157,293 shares; 2025Q4: 157,360 shares; 2026Q1: 160,081 shares 160,081 $5.86M 0.05% +2,721 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,209 shares; 2024Q4: 12,174 shares; 2025Q1: 12,174 shares; 2025Q2: 12,174 shares; 2025Q3: 12,174 shares; 2025Q4: 12,174 shares; 2026Q1: 36,774 shares 36,774 $5.7M 0.05% +24,600 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: 65,275 shares; 2024Q4: 225,323 shares; 2025Q1: 221,756 shares; 2025Q2: 217,542 shares; 2025Q3: 212,239 shares; 2025Q4: 208,433 shares; 2026Q1: 195,463 shares 195,463 $5.69M 0.05% -12,970 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: 38,625 shares; 2024Q4: 38,295 shares; 2025Q1: 40,472 shares; 2025Q2: 43,509 shares; 2025Q3: 42,630 shares; 2025Q4: 39,968 shares; 2026Q1: 41,499 shares 41,499 $5.64M 0.05% +1,531 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,514 shares 74,514 $5.62M 0.05% new 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: 91,704 shares; 2024Q4: 90,973 shares; 2025Q1: 86,969 shares; 2025Q2: 82,445 shares; 2025Q3: 80,465 shares; 2025Q4: 78,889 shares; 2026Q1: 78,463 shares 78,463 $5.56M 0.05% -426 Timeline RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP HLDGS 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: 1,172 shares; 2025Q3: 1,341 shares; 2025Q4: 2,128 shares; 2026Q1: 207,974 shares 207,974 $5.52M 0.05% +205,846 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,672 shares; 2024Q4: 19,937 shares; 2025Q1: 19,940 shares; 2025Q2: 19,488 shares; 2025Q3: 19,468 shares; 2025Q4: 19,462 shares; 2026Q1: 20,121 shares 20,121 $5.48M 0.05% +659 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: 23,796 shares; 2024Q4: 23,378 shares; 2025Q1: 25,092 shares; 2025Q2: 26,771 shares; 2025Q3: 27,944 shares; 2025Q4: 27,604 shares; 2026Q1: 26,281 shares 26,281 $5.47M 0.05% -1,323 Timeline AOA 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: 59,669 shares; 2024Q4: 62,635 shares; 2025Q1: 63,137 shares; 2025Q2: 62,519 shares; 2025Q3: 62,002 shares; 2025Q4: 61,968 shares; 2026Q1: 61,562 shares 61,562 $5.45M 0.05% -406 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: 15,793 shares; 2024Q4: 15,763 shares; 2025Q1: 15,414 shares; 2025Q2: 17,602 shares; 2025Q3: 16,388 shares; 2025Q4: 19,921 shares; 2026Q1: 16,543 shares 16,543 $5.44M 0.05% -3,378 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,315 shares; 2024Q4: 130,315 shares; 2025Q1: 130,315 shares; 2025Q2: 129,503 shares; 2025Q3: 129,503 shares; 2025Q4: 149,897 shares; 2026Q1: 150,028 shares 150,028 $5.32M 0.05% +131 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: 19,651 shares; 2024Q4: 19,023 shares; 2025Q1: 18,916 shares; 2025Q2: 19,044 shares; 2025Q3: 19,018 shares; 2025Q4: 19,130 shares; 2026Q1: 34,728 shares 34,728 $5.3M 0.05% +15,598 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: 12,701 shares; 2024Q4: 12,613 shares; 2025Q1: 15,806 shares; 2025Q2: 16,645 shares; 2025Q3: 12,906 shares; 2025Q4: 13,072 shares; 2026Q1: 12,436 shares 12,436 $5.29M 0.05% -636 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,030 shares; 2024Q4: 159,818 shares; 2025Q1: 161,099 shares; 2025Q2: 161,250 shares; 2025Q3: 157,387 shares; 2025Q4: 156,468 shares; 2026Q1: 156,809 shares 156,809 $5.28M 0.05% +341 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: 32,675 shares; 2024Q4: 33,311 shares; 2025Q1: 34,847 shares; 2025Q2: 35,735 shares; 2025Q3: 40,232 shares; 2025Q4: 34,913 shares; 2026Q1: 21,554 shares 21,554 $5.24M 0.05% -13,359 Timeline SPGM 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: 43,439 shares; 2024Q4: 43,430 shares; 2025Q1: 45,069 shares; 2025Q2: 25,498 shares; 2025Q3: 31,099 shares; 2025Q4: 39,138 shares; 2026Q1: 69,105 shares 69,105 $5.23M 0.05% +29,967 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: 27,904 shares; 2025Q1: 32,265 shares; 2025Q2: 42,680 shares; 2025Q3: 43,332 shares; 2025Q4: 45,984 shares; 2026Q1: 41,581 shares 41,581 $5.11M 0.05% -4,403 Timeline NACP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,322 shares; 2024Q4: 134,261 shares; 2025Q1: 118,363 shares; 2025Q2: 118,998 shares; 2025Q3: 119,231 shares; 2025Q4: 105,539 shares; 2026Q1: 105,534 shares 105,534 $5.1M 0.05% -5 Timeline TWST TWIST BIOSCIENCE CORP More: the full row for TWIST BIOSCIENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: 8,013 shares; 2026Q1: 107,303 shares 107,303 $5.1M 0.05% +99,290 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: 87,963 shares; 2024Q4: 82,204 shares; 2025Q1: 81,076 shares; 2025Q2: 88,063 shares; 2025Q3: 88,647 shares; 2025Q4: 90,435 shares; 2026Q1: 99,557 shares 99,557 $5M 0.05% +9,122 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: 12,945 shares; 2024Q4: 12,823 shares; 2025Q1: 12,198 shares; 2025Q2: 13,112 shares; 2025Q3: 12,595 shares; 2025Q4: 15,688 shares; 2026Q1: 15,188 shares 15,188 $4.95M 0.05% -500 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: 27,705 shares; 2024Q4: 16,827 shares; 2025Q1: 21,490 shares; 2025Q2: 27,814 shares; 2025Q3: 31,133 shares; 2025Q4: 33,339 shares; 2026Q1: 45,312 shares 45,312 $4.91M 0.04% +11,973 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,526 shares; 2024Q4: 54,505 shares; 2025Q1: 231,983 shares; 2025Q2: 51,280 shares; 2025Q3: 49,015 shares; 2025Q4: 44,287 shares; 2026Q1: 41,240 shares 41,240 $4.89M 0.04% -3,047 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,482 shares; 2024Q4: 19,866 shares; 2025Q1: 24,298 shares; 2025Q2: 26,636 shares; 2025Q3: 35,746 shares; 2025Q4: 39,141 shares; 2026Q1: 43,557 shares 43,557 $4.81M 0.04% +4,416 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: 90,855 shares; 2024Q4: 90,526 shares; 2025Q1: 89,579 shares; 2025Q2: 88,841 shares; 2025Q3: 89,630 shares; 2025Q4: 83,713 shares; 2026Q1: 96,971 shares 96,971 $4.79M 0.04% +13,258 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: 43,434 shares; 2024Q4: 43,757 shares; 2025Q1: 42,179 shares; 2025Q2: 42,795 shares; 2025Q3: 42,811 shares; 2025Q4: 44,091 shares; 2026Q1: 55,536 shares 55,536 $4.73M 0.04% +11,445 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: 107,641 shares; 2024Q4: 99,507 shares; 2025Q1: 99,392 shares; 2025Q2: 103,580 shares; 2025Q3: 101,157 shares; 2025Q4: 101,281 shares; 2026Q1: 114,717 shares 114,717 $4.71M 0.04% +13,436 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,775 shares; 2024Q4: 12,400 shares; 2025Q1: 6,270 shares; 2025Q2: 12,610 shares; 2025Q3: 19,328 shares; 2025Q4: 24,273 shares; 2026Q1: 58,059 shares 58,059 $4.65M 0.04% +33,786 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,706 shares; 2024Q4: 42,706 shares; 2025Q1: 42,606 shares; 2025Q2: 42,506 shares; 2025Q3: 42,504 shares; 2025Q4: 42,716 shares; 2026Q1: 43,420 shares 43,420 $4.6M 0.04% +704 Timeline FNDB 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: 168,947 shares 168,947 $4.6M 0.04% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,330 shares; 2024Q4: 20,583 shares; 2025Q1: 29,595 shares; 2025Q2: 34,914 shares; 2025Q3: 43,611 shares; 2025Q4: 65,417 shares; 2026Q1: 118,593 shares 118,593 $4.56M 0.04% +53,176 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,443 shares; 2024Q4: 55,893 shares; 2025Q1: 54,645 shares; 2025Q2: 55,333 shares; 2025Q3: 56,650 shares; 2025Q4: 61,614 shares; 2026Q1: 61,123 shares 61,123 $4.53M 0.04% -491 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: 12,922 shares; 2024Q4: 12,789 shares; 2025Q1: 12,636 shares; 2025Q2: 15,276 shares; 2025Q3: 17,164 shares; 2025Q4: 15,930 shares; 2026Q1: 14,210 shares 14,210 $4.52M 0.04% -1,720 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 111,956 shares; 2025Q2: 115,133 shares; 2025Q3: 115,133 shares; 2025Q4: 131,118 shares; 2026Q1: 135,370 shares 135,370 $4.51M 0.04% +4,252 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: 56,228 shares; 2024Q4: 55,431 shares; 2025Q1: 55,425 shares; 2025Q2: 55,947 shares; 2025Q3: 55,807 shares; 2025Q4: 57,280 shares; 2026Q1: 46,540 shares 46,540 $4.49M 0.04% -10,740 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: 11,756 shares; 2024Q4: 9,405 shares; 2025Q1: 9,496 shares; 2025Q2: 19,707 shares; 2025Q3: 18,999 shares; 2025Q4: 21,397 shares; 2026Q1: 22,290 shares 22,290 $4.44M 0.04% +893 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,689 shares; 2024Q4: 13,397 shares; 2025Q1: 13,692 shares; 2025Q2: 14,671 shares; 2025Q3: 14,550 shares; 2025Q4: 15,131 shares; 2026Q1: 14,918 shares 14,918 $4.41M 0.04% -213 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,953 shares; 2024Q4: 21,335 shares; 2025Q1: 17,011 shares; 2025Q2: 22,710 shares; 2025Q3: 25,935 shares; 2025Q4: 25,703 shares; 2026Q1: 58,640 shares 58,640 $4.37M 0.04% +32,937 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: 3,745 shares; 2025Q1: 3,480 shares; 2025Q2: 3,946 shares; 2025Q3: 4,260 shares; 2025Q4: 4,502 shares; 2026Q1: 4,435 shares 4,435 $4.27M 0.04% -67 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: 35,596 shares; 2024Q4: 107,629 shares; 2025Q1: 109,882 shares; 2025Q2: 111,619 shares; 2025Q3: 108,999 shares; 2025Q4: 107,705 shares; 2026Q1: 166,019 shares 166,019 $4.26M 0.04% +58,314 Timeline ITM 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: 99,058 shares; 2024Q4: 83,853 shares; 2025Q1: 87,952 shares; 2025Q2: 79,534 shares; 2025Q3: 89,915 shares; 2025Q4: 90,964 shares; 2026Q1: 91,208 shares 91,208 $4.23M 0.04% +244 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: 23,204 shares; 2024Q4: 18,145 shares; 2025Q1: 21,336 shares; 2025Q2: 24,375 shares; 2025Q3: 21,832 shares; 2025Q4: 24,827 shares; 2026Q1: 32,065 shares 32,065 $4.23M 0.04% +7,238 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: 24,720 shares; 2024Q4: 27,299 shares; 2025Q1: 33,516 shares; 2025Q2: 35,400 shares; 2025Q3: 20,177 shares; 2025Q4: 24,012 shares; 2026Q1: 23,600 shares 23,600 $4.07M 0.04% -412 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,779 shares; 2024Q4: 40,638 shares; 2025Q1: 49,347 shares; 2025Q2: 50,856 shares; 2025Q3: 50,070 shares; 2025Q4: 66,867 shares; 2026Q1: 60,560 shares 60,560 $4.06M 0.04% -6,307 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: 31,395 shares; 2024Q4: 26,746 shares; 2025Q1: 28,566 shares; 2025Q2: 30,684 shares; 2025Q3: 28,376 shares; 2025Q4: 29,683 shares; 2026Q1: 27,664 shares 27,664 $4.02M 0.04% -2,019 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,034 shares; 2025Q1: 14,771 shares; 2025Q2: 14,849 shares; 2025Q3: 13,440 shares; 2025Q4: 13,336 shares; 2026Q1: 13,913 shares 13,913 $4M 0.04% +577 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: 18,023 shares; 2024Q4: 19,259 shares; 2025Q1: 19,088 shares; 2025Q2: 19,948 shares; 2025Q3: 20,361 shares; 2025Q4: 19,887 shares; 2026Q1: 18,179 shares 18,179 $3.95M 0.04% -1,708 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: 6,335 shares; 2024Q4: 5,745 shares; 2025Q1: 5,157 shares; 2025Q2: 5,448 shares; 2025Q3: 6,019 shares; 2025Q4: 8,202 shares; 2026Q1: 42,072 shares 42,072 $3.94M 0.04% +33,870 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 119,393 shares; 2025Q1: 132,500 shares; 2025Q2: 141,166 shares; 2025Q3: 163,977 shares; 2025Q4: 186,202 shares; 2026Q1: 186,315 shares 186,315 $3.9M 0.04% +113 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 5,316 shares; 2025Q2: 12,404 shares; 2025Q3: 17,301 shares; 2025Q4: 24,180 shares; 2026Q1: 37,870 shares 37,870 $3.83M 0.04% +13,690 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: 4,768 shares; 2024Q4: 24,969 shares; 2025Q1: 29,452 shares; 2025Q2: 31,774 shares; 2025Q3: 32,347 shares; 2025Q4: 32,919 shares; 2026Q1: 35,821 shares 35,821 $3.81M 0.03% +2,902 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: 45,932 shares; 2024Q4: 45,326 shares; 2025Q1: 21,663 shares; 2025Q2: 18,428 shares; 2025Q3: 17,476 shares; 2025Q4: 17,342 shares; 2026Q1: 14,092 shares 14,092 $3.81M 0.03% -3,250 Timeline RWR 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: 45,409 shares; 2024Q4: 45,032 shares; 2025Q1: 45,955 shares; 2025Q2: 83,619 shares; 2025Q3: 78,332 shares; 2025Q4: 37,616 shares; 2026Q1: 37,616 shares 37,616 $3.8M 0.03% 0 Timeline EWJ 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: 1,478 shares; 2024Q4: 1,478 shares; 2025Q1: 3,553 shares; 2025Q2: 3,553 shares; 2025Q3: 3,553 shares; 2025Q4: 3,553 shares; 2026Q1: 44,908 shares 44,908 $3.79M 0.03% +41,355 Timeline PRFZ 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: 475 shares; 2024Q4: 477 shares; 2025Q1: 477 shares; 2025Q2: 476 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 82,193 shares 82,193 $3.77M 0.03% +81,793 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: 10,466 shares; 2024Q4: 10,663 shares; 2025Q1: 13,466 shares; 2025Q2: 15,722 shares; 2025Q3: 10,219 shares; 2025Q4: 10,538 shares; 2026Q1: 11,444 shares 11,444 $3.69M 0.03% +906 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: 22,465 shares; 2024Q4: 23,014 shares; 2025Q1: 21,641 shares; 2025Q2: 21,425 shares; 2025Q3: 21,235 shares; 2025Q4: 23,005 shares; 2026Q1: 39,680 shares 39,680 $3.69M 0.03% +16,675 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,147 shares; 2024Q4: 53,096 shares; 2025Q1: 50,873 shares; 2025Q2: 72,667 shares; 2025Q3: 54,493 shares; 2025Q4: 56,948 shares; 2026Q1: 69,420 shares 69,420 $3.67M 0.03% +12,472 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: 8,638 shares; 2024Q4: 8,136 shares; 2025Q1: 7,875 shares; 2025Q2: 8,176 shares; 2025Q3: 8,070 shares; 2025Q4: 8,351 shares; 2026Q1: 8,405 shares 8,405 $3.65M 0.03% +54 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,659 shares; 2024Q4: 36,691 shares; 2025Q1: 39,008 shares; 2025Q2: 36,828 shares; 2025Q3: 35,881 shares; 2025Q4: 36,393 shares; 2026Q1: 36,106 shares 36,106 $3.63M 0.03% -287 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352,764 shares; 2024Q4: 355,165 shares; 2025Q1: 358,826 shares; 2025Q2: 354,529 shares; 2025Q3: 214,583 shares; 2025Q4: 215,103 shares; 2026Q1: 180,619 shares 180,619 $3.53M 0.03% -34,484 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: 51,032 shares; 2024Q4: 56,970 shares; 2025Q1: 59,804 shares; 2025Q2: 72,372 shares; 2025Q3: 92,335 shares; 2025Q4: 93,225 shares; 2026Q1: 92,251 shares 92,251 $3.49M 0.03% -974 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: 7,330 shares; 2024Q4: 7,235 shares; 2025Q1: 6,951 shares; 2025Q2: 7,236 shares; 2025Q3: 7,139 shares; 2025Q4: 8,004 shares; 2026Q1: 7,002 shares 7,002 $3.47M 0.03% -1,002 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: 1,817 shares; 2024Q4: 2,075 shares; 2025Q1: 2,816 shares; 2025Q2: 2,961 shares; 2025Q3: 1,849 shares; 2025Q4: 1,857 shares; 2026Q1: 1,793 shares 1,793 $3.43M 0.03% -64 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,180 shares; 2024Q4: 3,191 shares; 2025Q1: 3,241 shares; 2025Q2: 19,362 shares; 2025Q3: 20,837 shares; 2025Q4: 106,847 shares; 2026Q1: 32,725 shares 32,725 $3.42M 0.03% -74,122 Timeline QQQH 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: 46,594 shares; 2025Q2: 47,994 shares; 2025Q3: 60,847 shares; 2025Q4: 65,828 shares; 2026Q1: 66,742 shares 66,742 $3.42M 0.03% +914 Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,546 shares; 2024Q4: 243,591 shares; 2025Q1: 237,963 shares; 2025Q2: 219,212 shares; 2025Q3: 219,596 shares; 2025Q4: 247,221 shares; 2026Q1: 242,040 shares 242,040 $3.4M 0.03% -5,181 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80,287 shares; 2025Q2: 119,197 shares; 2025Q3: 83,781 shares; 2025Q4: 83,781 shares; 2026Q1: 79,801 shares 79,801 $3.39M 0.03% -3,980 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,089 shares; 2024Q4: 209,255 shares; 2025Q1: 193,635 shares; 2025Q2: 204,402 shares; 2025Q3: 210,700 shares; 2025Q4: 208,814 shares; 2026Q1: 216,491 shares 216,491 $3.39M 0.03% +7,677 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: 6,081 shares; 2024Q4: 5,988 shares; 2025Q1: 6,332 shares; 2025Q2: 6,623 shares; 2025Q3: 6,989 shares; 2025Q4: 6,510 shares; 2026Q1: 6,272 shares 6,272 $3.37M 0.03% -238 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: 11,679 shares; 2024Q4: 12,230 shares; 2025Q1: 11,288 shares; 2025Q2: 11,395 shares; 2025Q3: 11,610 shares; 2025Q4: 16,613 shares; 2026Q1: 15,506 shares 15,506 $3.36M 0.03% -1,107 Timeline AHRT AH RLTY TR INC More: the full row for AH RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 533,990 shares; 2024Q4: 629,228 shares; 2025Q1: 710,404 shares; 2025Q2: 723,674 shares; 2025Q3: 665,591 shares; 2025Q4: 647,745 shares; 2026Q1: 594,021 shares 594,021 $3.27M 0.03% -53,724 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,290 shares; 2024Q4: 13,039 shares; 2025Q1: 13,061 shares; 2025Q2: 9,649 shares; 2025Q3: 150,212 shares; 2025Q4: 150,251 shares; 2026Q1: 150,274 shares 150,274 $3.23M 0.03% +23 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: 84,620 shares; 2024Q4: 84,595 shares; 2025Q1: 81,619 shares; 2025Q2: 74,353 shares; 2025Q3: 74,430 shares; 2025Q4: 74,548 shares; 2026Q1: 66,219 shares 66,219 $3.21M 0.03% -8,329 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: 12,624 shares; 2024Q4: 12,801 shares; 2025Q1: 12,530 shares; 2025Q2: 13,023 shares; 2025Q3: 12,608 shares; 2025Q4: 13,082 shares; 2026Q1: 12,212 shares 12,212 $3.18M 0.03% -870 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: 17,993 shares; 2024Q4: 13,806 shares; 2025Q1: 13,416 shares; 2025Q2: 13,229 shares; 2025Q3: 11,808 shares; 2025Q4: 11,678 shares; 2026Q1: 12,232 shares 12,232 $3.15M 0.03% +554 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: 13,415 shares; 2024Q4: 12,009 shares; 2025Q1: 11,227 shares; 2025Q2: 12,130 shares; 2025Q3: 12,432 shares; 2025Q4: 12,302 shares; 2026Q1: 10,793 shares 10,793 $3.14M 0.03% -1,509 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: 16,436 shares; 2024Q4: 16,055 shares; 2025Q1: 14,473 shares; 2025Q2: 14,976 shares; 2025Q3: 15,224 shares; 2025Q4: 18,429 shares; 2026Q1: 16,936 shares 16,936 $3.09M 0.03% -1,493 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: 44,038 shares; 2024Q4: 41,654 shares; 2025Q1: 41,306 shares; 2025Q2: 37,696 shares; 2025Q3: 33,977 shares; 2025Q4: 29,094 shares; 2026Q1: 25,468 shares 25,468 $3.09M 0.03% -3,626 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: 2,164 shares; 2024Q4: 2,165 shares; 2025Q1: 3,590 shares; 2025Q2: 3,738 shares; 2025Q3: 2,471 shares; 2025Q4: 2,705 shares; 2026Q1: 2,663 shares 2,663 $3.09M 0.03% -42 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: 8,934 shares; 2024Q4: 8,890 shares; 2025Q1: 6,013 shares; 2025Q2: 6,473 shares; 2025Q3: 8,166 shares; 2025Q4: 8,975 shares; 2026Q1: 8,575 shares 8,575 $3.05M 0.03% -400 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: 7,971 shares; 2024Q4: 7,915 shares; 2025Q1: 7,895 shares; 2025Q2: 7,257 shares; 2025Q3: 7,345 shares; 2025Q4: 7,138 shares; 2026Q1: 6,212 shares 6,212 $3.05M 0.03% -926 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: 31,093 shares; 2024Q4: 30,059 shares; 2025Q1: 30,487 shares; 2025Q2: 30,067 shares; 2025Q3: 32,761 shares; 2025Q4: 34,693 shares; 2026Q1: 34,304 shares 34,304 $3.02M 0.03% -389 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: 7,895 shares; 2024Q4: 8,127 shares; 2025Q1: 9,036 shares; 2025Q2: 9,823 shares; 2025Q3: 9,949 shares; 2025Q4: 9,999 shares; 2026Q1: 9,599 shares 9,599 $3.01M 0.03% -400 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 118,848 shares 118,848 $2.98M 0.03% new 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: 15,343 shares; 2024Q4: 15,577 shares; 2025Q1: 15,118 shares; 2025Q2: 15,631 shares; 2025Q3: 14,956 shares; 2025Q4: 15,266 shares; 2026Q1: 14,255 shares 14,255 $2.96M 0.03% -1,011 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: 4,109 shares; 2024Q4: 3,754 shares; 2025Q1: 3,573 shares; 2025Q2: 3,899 shares; 2025Q3: 3,814 shares; 2025Q4: 3,621 shares; 2026Q1: 4,202 shares 4,202 $2.93M 0.03% +581 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: 16,377 shares; 2024Q4: 16,618 shares; 2025Q1: 26,999 shares; 2025Q2: 26,211 shares; 2025Q3: 17,517 shares; 2025Q4: 32,484 shares; 2026Q1: 29,693 shares 29,693 $2.92M 0.03% -2,791 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57 shares; 2025Q2: 110 shares; 2025Q3: 538 shares; 2025Q4: 6,440 shares; 2026Q1: 25,387 shares 25,387 $2.9M 0.03% +18,947 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,672 shares; 2024Q4: 6,022 shares; 2025Q1: 5,938 shares; 2025Q2: 5,790 shares; 2025Q3: 5,691 shares; 2025Q4: 5,141 shares; 2026Q1: 24,475 shares 24,475 $2.9M 0.03% +19,334 Timeline BEAM BEAM THERAPEUTICS INC More: the full row for BEAM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,518 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 121,230 shares 121,230 $2.89M 0.03% +119,730 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: 88,306 shares; 2024Q4: 87,074 shares; 2025Q1: 87,998 shares; 2025Q2: 90,908 shares; 2025Q3: 91,414 shares; 2025Q4: 95,774 shares; 2026Q1: 102,639 shares 102,639 $2.82M 0.03% +6,865 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: 22,801 shares; 2024Q4: 14,859 shares; 2025Q1: 15,077 shares; 2025Q2: 16,790 shares; 2025Q3: 16,778 shares; 2025Q4: 16,793 shares; 2026Q1: 14,849 shares 14,849 $2.82M 0.03% -1,944 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: 11,672 shares; 2024Q4: 11,864 shares; 2025Q1: 12,316 shares; 2025Q2: 87,891 shares; 2025Q3: 54,909 shares; 2025Q4: 45,144 shares; 2026Q1: 7,170 shares 7,170 $2.81M 0.03% -37,974 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,238 shares; 2024Q4: 73,554 shares; 2025Q1: 70,096 shares; 2025Q2: 53,305 shares; 2025Q3: 51,468 shares; 2025Q4: 44,321 shares; 2026Q1: 56,739 shares 56,739 $2.81M 0.03% +12,418 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: 63 shares; 2024Q4: 63 shares; 2025Q1: 2,317 shares; 2025Q2: 8,599 shares; 2025Q3: 9,265 shares; 2025Q4: 7,146 shares; 2026Q1: 49,487 shares 49,487 $2.8M 0.03% +42,341 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,631 shares; 2024Q4: 12,970 shares; 2025Q1: 11,131 shares; 2025Q2: 12,734 shares; 2025Q3: 12,202 shares; 2025Q4: 12,127 shares; 2026Q1: 10,313 shares 10,313 $2.74M 0.03% -1,814 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: 45,187 shares; 2024Q4: 12,555 shares; 2025Q1: 16,505 shares; 2025Q2: 17,942 shares; 2025Q3: 36,480 shares; 2025Q4: 35,606 shares; 2026Q1: 37,925 shares 37,925 $2.72M 0.02% +2,319 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,251 shares; 2024Q4: 55,806 shares; 2025Q1: 73,870 shares; 2025Q2: 77,071 shares; 2025Q3: 77,071 shares; 2025Q4: 75,678 shares; 2026Q1: 75,067 shares 75,067 $2.71M 0.02% -611 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: 38,718 shares; 2024Q4: 20,357 shares; 2025Q1: 19,954 shares; 2025Q2: 38,659 shares; 2025Q3: 44,117 shares; 2025Q4: 52,001 shares; 2026Q1: 31,268 shares 31,268 $2.71M 0.02% -20,733 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,000 shares; 2024Q4: 216,200 shares; 2025Q1: 236,200 shares; 2025Q2: 247,495 shares; 2025Q3: 272,996 shares; 2025Q4: 311,700 shares; 2026Q1: 345,700 shares 345,700 $2.65M 0.02% +34,000 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: 21,012 shares; 2024Q4: 21,948 shares; 2025Q1: 28,765 shares; 2025Q2: 34,144 shares; 2025Q3: 35,943 shares; 2025Q4: 39,624 shares; 2026Q1: 44,549 shares 44,549 $2.62M 0.02% +4,925 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: 27,727 shares; 2024Q4: 83,590 shares; 2025Q1: 84,438 shares; 2025Q2: 83,684 shares; 2025Q3: 82,659 shares; 2025Q4: 85,324 shares; 2026Q1: 85,249 shares 85,249 $2.6M 0.02% -75 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: 4,345 shares; 2024Q4: 4,453 shares; 2025Q1: 6,429 shares; 2025Q2: 7,680 shares; 2025Q3: 3,904 shares; 2025Q4: 4,086 shares; 2026Q1: 4,318 shares 4,318 $2.54M 0.02% +232 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,746 shares 45,746 $2.53M 0.02% new 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: 7,275 shares; 2024Q4: 6,421 shares; 2025Q1: 6,690 shares; 2025Q2: 8,172 shares; 2025Q3: 8,720 shares; 2025Q4: 9,044 shares; 2026Q1: 7,297 shares 7,297 $2.5M 0.02% -1,747 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: 56,391 shares; 2024Q4: 58,265 shares; 2025Q1: 10,071 shares; 2025Q2: 9,427 shares; 2025Q3: 9,676 shares; 2025Q4: 9,315 shares; 2026Q1: 9,379 shares 9,379 $2.5M 0.02% +64 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,301 shares; 2024Q4: 8,710 shares; 2025Q1: 9,719 shares; 2025Q2: 10,726 shares; 2025Q3: 10,641 shares; 2025Q4: 10,184 shares; 2026Q1: 10,084 shares 10,084 $2.49M 0.02% -100 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213,776 shares; 2024Q4: 181,314 shares; 2025Q1: 156,314 shares; 2025Q2: 163,567 shares; 2025Q3: 162,767 shares; 2025Q4: 163,767 shares; 2026Q1: 163,989 shares 163,989 $2.45M 0.02% +222 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: 3,033 shares; 2024Q4: 2,960 shares; 2025Q1: 4,361 shares; 2025Q2: 25,351 shares; 2025Q3: 25,042 shares; 2025Q4: 29,107 shares; 2026Q1: 29,607 shares 29,607 $2.44M 0.02% +500 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: 18,980 shares; 2024Q4: 19,005 shares; 2025Q1: 11,585 shares; 2025Q2: 10,831 shares; 2025Q3: 44,892 shares; 2025Q4: 44,750 shares; 2026Q1: 8,234 shares 8,234 $2.43M 0.02% -36,516 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: 3,452 shares; 2024Q4: 3,514 shares; 2025Q1: 4,097 shares; 2025Q2: 4,488 shares; 2025Q3: 5,626 shares; 2025Q4: 6,441 shares; 2026Q1: 5,574 shares 5,574 $2.41M 0.02% -867 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,401 shares; 2024Q4: 17,401 shares; 2025Q1: 18,401 shares; 2025Q2: 26,288 shares; 2025Q3: 29,638 shares; 2025Q4: 34,138 shares; 2026Q1: 33,525 shares 33,525 $2.4M 0.02% -613 Timeline CVGI COMMERCIAL VEH GROUP INC More: the full row for COMMERCIAL VEH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,000 shares; 2025Q1: 500,000 shares; 2025Q2: 700,000 shares; 2025Q3: 700,000 shares; 2025Q4: 700,000 shares; 2026Q1: 700,000 shares 700,000 $2.39M 0.02% 0 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: 3,113,336 shares; 2024Q4: 3,115,335 shares; 2025Q1: 226,075 shares; 2025Q2: 80,231 shares; 2025Q3: 99,632 shares; 2025Q4: 103,014 shares; 2026Q1: 102,774 shares 102,774 $2.35M 0.02% -240 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,580 shares; 2024Q4: 14,760 shares; 2025Q1: 15,798 shares; 2025Q2: 15,768 shares; 2025Q3: 16,135 shares; 2025Q4: 14,863 shares; 2026Q1: 14,474 shares 14,474 $2.34M 0.02% -389 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: 3,122 shares; 2024Q4: 2,694 shares; 2025Q1: 2,986 shares; 2025Q2: 5,161 shares; 2025Q3: 3,622 shares; 2025Q4: 3,554 shares; 2026Q1: 16,782 shares 16,782 $2.34M 0.02% +13,228 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,005 shares; 2024Q4: 146,050 shares; 2025Q1: 141,618 shares; 2025Q2: 139,285 shares; 2025Q3: 138,190 shares; 2025Q4: 135,419 shares; 2026Q1: 136,253 shares 136,253 $2.33M 0.02% +834 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: 4,232 shares; 2024Q4: 4,027 shares; 2025Q1: 4,143 shares; 2025Q2: 4,255 shares; 2025Q3: 4,291 shares; 2025Q4: 4,396 shares; 2026Q1: 550 shares 550 $2.32M 0.02% -3,846 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 1,435 shares; 2025Q3: 1,320 shares; 2025Q4: 404 shares; 2026Q1: 62,522 shares 62,522 $2.3M 0.02% +62,118 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,795 shares; 2024Q4: 254,634 shares; 2025Q1: 253,141 shares; 2025Q2: 223,577 shares; 2025Q3: 214,832 shares; 2025Q4: 208,557 shares; 2026Q1: 203,173 shares 203,173 $2.3M 0.02% -5,384 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: 82,757 shares; 2024Q4: 85,051 shares; 2025Q1: 95,085 shares; 2025Q2: 101,552 shares; 2025Q3: 98,266 shares; 2025Q4: 22,775 shares; 2026Q1: 19,293 shares 19,293 $2.28M 0.02% -3,482 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,764 shares; 2024Q4: 14,735 shares; 2025Q1: 17,203 shares; 2025Q2: 16,654 shares; 2025Q3: 16,819 shares; 2025Q4: 18,985 shares; 2026Q1: 24,530 shares 24,530 $2.27M 0.02% +5,545 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: 34,501 shares; 2024Q4: 75,956 shares; 2025Q1: 78,887 shares; 2025Q2: 77,644 shares; 2025Q3: 75,482 shares; 2025Q4: 75,110 shares; 2026Q1: 77,407 shares 77,407 $2.25M 0.02% +2,297 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: 41,322 shares; 2024Q4: 35,754 shares; 2025Q1: 31,097 shares; 2025Q2: 33,461 shares; 2025Q3: 40,731 shares; 2025Q4: 41,578 shares; 2026Q1: 66,857 shares 66,857 $2.24M 0.02% +25,279 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: 17,616 shares; 2024Q4: 16,955 shares; 2025Q1: 19,539 shares; 2025Q2: 21,472 shares; 2025Q3: 19,068 shares; 2025Q4: 18,852 shares; 2026Q1: 17,698 shares 17,698 $2.24M 0.02% -1,154 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: 8,763 shares; 2024Q4: 8,775 shares; 2025Q1: 8,404 shares; 2025Q2: 7,931 shares; 2025Q3: 7,753 shares; 2025Q4: 7,849 shares; 2026Q1: 7,613 shares 7,613 $2.23M 0.02% -236 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: 3,385 shares; 2024Q4: 3,315 shares; 2025Q1: 3,282 shares; 2025Q2: 5,093 shares; 2025Q3: 5,422 shares; 2025Q4: 8,354 shares; 2026Q1: 4,781 shares 4,781 $2.2M 0.02% -3,573 Timeline VTWG 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: 9,983 shares; 2024Q4: 9,984 shares; 2025Q1: 9,984 shares; 2025Q2: 9,984 shares; 2025Q3: 9,432 shares; 2025Q4: 9,433 shares; 2026Q1: 9,606 shares 9,606 $2.2M 0.02% +173 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: 15,511 shares; 2024Q4: 15,111 shares; 2025Q1: 8,953 shares; 2025Q2: 7,365 shares; 2025Q3: 7,291 shares; 2025Q4: 7,912 shares; 2026Q1: 18,494 shares 18,494 $2.19M 0.02% +10,582 Timeline VTWV 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: 12,848 shares; 2024Q4: 12,850 shares; 2025Q1: 12,850 shares; 2025Q2: 12,851 shares; 2025Q3: 12,853 shares; 2025Q4: 12,854 shares; 2026Q1: 13,111 shares 13,111 $2.19M 0.02% +257 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: 75,573 shares; 2024Q4: 74,462 shares; 2025Q1: 76,544 shares; 2025Q2: 75,659 shares; 2025Q3: 79,711 shares; 2025Q4: 74,398 shares; 2026Q1: 76,220 shares 76,220 $2.19M 0.02% +1,822 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 47,893 shares; 2026Q1: 41,347 shares 41,347 $2.19M 0.02% -6,546 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,305 shares 52,305 $2.17M 0.02% new Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 36 shares; 2025Q1: 53 shares; 2025Q2: 1,186 shares; 2025Q3: 1,687 shares; 2025Q4: 1,437 shares; 2026Q1: 34,551 shares 34,551 $2.17M 0.02% +33,114 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,253 shares; 2024Q4: 1,297 shares; 2025Q1: 1,286 shares; 2025Q2: 1,551 shares; 2025Q3: 1,892 shares; 2025Q4: 1,997 shares; 2026Q1: 1,469 shares 1,469 $2.16M 0.02% -528 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: 2,139 shares; 2024Q4: 2,093 shares; 2025Q1: 2,080 shares; 2025Q2: 2,113 shares; 2025Q3: 2,283 shares; 2025Q4: 2,149 shares; 2026Q1: 1,978 shares 1,978 $2.16M 0.02% -171 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: 6,279 shares; 2024Q4: 6,249 shares; 2025Q1: 6,888 shares; 2025Q2: 7,151 shares; 2025Q3: 6,730 shares; 2025Q4: 7,833 shares; 2026Q1: 7,372 shares 7,372 $2.15M 0.02% -461 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 3,001 shares; 2025Q2: 3,015 shares; 2025Q3: 1,526 shares; 2025Q4: 4,644 shares; 2026Q1: 4,512 shares 4,512 $2.14M 0.02% -132 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,591 shares; 2024Q4: 3,597 shares; 2025Q1: 3,310 shares; 2025Q2: 3,321 shares; 2025Q3: 3,427 shares; 2025Q4: 3,356 shares; 2026Q1: 3,326 shares 3,326 $2.13M 0.02% -30 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,941 shares; 2024Q4: 1,978 shares; 2025Q1: 4,400 shares; 2025Q2: 10,360 shares; 2025Q3: 13,347 shares; 2025Q4: 14,906 shares; 2026Q1: 18,275 shares 18,275 $2.1M 0.02% +3,369 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: 27,534 shares; 2024Q4: 26,811 shares; 2025Q1: 37,028 shares; 2025Q2: 36,007 shares; 2025Q3: 53,098 shares; 2025Q4: 52,137 shares; 2026Q1: 39,896 shares 39,896 $2.1M 0.02% -12,241 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: 5,581 shares; 2024Q4: 28,486 shares; 2025Q1: 37,929 shares; 2025Q2: 40,624 shares; 2025Q3: 40,852 shares; 2025Q4: 42,825 shares; 2026Q1: 100,449 shares 100,449 $2.08M 0.02% +57,624 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: 35,511 shares; 2024Q4: 33,933 shares; 2025Q1: 33,132 shares; 2025Q2: 34,248 shares; 2025Q3: 38,838 shares; 2025Q4: 39,781 shares; 2026Q1: 35,879 shares 35,879 $2.07M 0.02% -3,902 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: 8,880 shares; 2024Q4: 8,204 shares; 2025Q1: 12,805 shares; 2025Q2: 33,598 shares; 2025Q3: 33,492 shares; 2025Q4: 35,310 shares; 2026Q1: 37,230 shares 37,230 $2.07M 0.02% +1,920 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: 35,833 shares; 2024Q4: 35,236 shares; 2025Q1: 35,958 shares; 2025Q2: 40,650 shares; 2025Q3: 40,658 shares; 2025Q4: 41,280 shares; 2026Q1: 33,261 shares 33,261 $2.06M 0.02% -8,019 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: 3,768 shares; 2024Q4: 3,713 shares; 2025Q1: 5,242 shares; 2025Q2: 5,474 shares; 2025Q3: 5,483 shares; 2025Q4: 5,767 shares; 2026Q1: 4,696 shares 4,696 $2.05M 0.02% -1,071 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,483 shares; 2024Q4: 16,417 shares; 2025Q1: 19,416 shares; 2025Q2: 19,874 shares; 2025Q3: 19,740 shares; 2025Q4: 19,548 shares; 2026Q1: 19,030 shares 19,030 $2.03M 0.02% -518 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: 16,972 shares; 2024Q4: 16,113 shares; 2025Q1: 16,090 shares; 2025Q2: 17,463 shares; 2025Q3: 17,315 shares; 2025Q4: 18,139 shares; 2026Q1: 28,059 shares 28,059 $2.03M 0.02% +9,920 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,254 shares; 2024Q4: 46,133 shares; 2025Q1: 45,084 shares; 2025Q2: 53,844 shares; 2025Q3: 49,790 shares; 2025Q4: 56,297 shares; 2026Q1: 63,391 shares 63,391 $2.03M 0.02% +7,094 Timeline VIS 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: 6,483 shares; 2024Q4: 6,483 shares; 2025Q1: 6,483 shares; 2025Q2: 6,483 shares; 2025Q3: 6,484 shares; 2025Q4: 6,486 shares; 2026Q1: 6,488 shares 6,488 $2.03M 0.02% +2 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,583 shares; 2024Q4: 43,583 shares; 2025Q1: 86,283 shares; 2025Q2: 71,083 shares; 2025Q3: 43,587 shares; 2025Q4: 43,847 shares; 2026Q1: 45,427 shares 45,427 $2.02M 0.02% +1,580 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: 5,474 shares; 2024Q4: 5,734 shares; 2025Q1: 4,031 shares; 2025Q2: 3,906 shares; 2025Q3: 4,510 shares; 2025Q4: 4,481 shares; 2026Q1: 5,788 shares 5,788 $2M 0.02% +1,307 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: 26,737 shares; 2024Q4: 26,033 shares; 2025Q1: 46,147 shares; 2025Q2: 72,831 shares; 2025Q3: 30,650 shares; 2025Q4: 33,421 shares; 2026Q1: 42,603 shares 42,603 $1.98M 0.02% +9,182 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: 11,891 shares; 2024Q4: 14,623 shares; 2025Q1: 14,343 shares; 2025Q2: 17,830 shares; 2025Q3: 14,735 shares; 2025Q4: 29,688 shares; 2026Q1: 32,237 shares 32,237 $1.97M 0.02% +2,549 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: 10,751 shares; 2024Q4: 8,183 shares; 2025Q1: 8,408 shares; 2025Q2: 10,589 shares; 2025Q3: 13,208 shares; 2025Q4: 11,258 shares; 2026Q1: 8,081 shares 8,081 $1.97M 0.02% -3,177 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68 shares; 2024Q4: 73,878 shares; 2025Q1: 76,325 shares; 2025Q2: 84,645 shares; 2025Q3: 84,035 shares; 2025Q4: 85,033 shares; 2026Q1: 139,570 shares 139,570 $1.97M 0.02% +54,537 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: 7,058 shares; 2024Q4: 7,390 shares; 2025Q1: 7,040 shares; 2025Q2: 7,209 shares; 2025Q3: 7,166 shares; 2025Q4: 7,702 shares; 2026Q1: 7,037 shares 7,037 $1.96M 0.02% -665 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,238 shares; 2024Q4: 27,237 shares; 2025Q1: 24,477 shares; 2025Q2: 25,265 shares; 2025Q3: 25,472 shares; 2025Q4: 27,440 shares; 2026Q1: 27,393 shares 27,393 $1.95M 0.02% -47 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: 13,814 shares; 2024Q4: 13,008 shares; 2025Q1: 13,452 shares; 2025Q2: 14,882 shares; 2025Q3: 11,802 shares; 2025Q4: 12,184 shares; 2026Q1: 10,664 shares 10,664 $1.94M 0.02% -1,520 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,056 shares; 2024Q4: 3,056 shares; 2025Q1: 3,056 shares; 2025Q2: 16,720 shares; 2025Q3: 3,020 shares; 2025Q4: 3,015 shares; 2026Q1: 41,486 shares 41,486 $1.92M 0.02% +38,471 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 933 shares; 2024Q4: 822 shares; 2025Q1: not reported; 2025Q2: 1,961 shares; 2025Q3: 1,971 shares; 2025Q4: 2,359 shares; 2026Q1: 16,237 shares 16,237 $1.91M 0.02% +13,878 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: 7,981 shares; 2024Q4: 7,977 shares; 2025Q1: 7,904 shares; 2025Q2: 6,871 shares; 2025Q3: 6,923 shares; 2025Q4: 7,113 shares; 2026Q1: 6,776 shares 6,776 $1.9M 0.02% -337 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: 3,740 shares; 2024Q4: 2,163 shares; 2025Q1: 3,805 shares; 2025Q2: 3,940 shares; 2025Q3: 3,683 shares; 2025Q4: 4,194 shares; 2026Q1: 4,216 shares 4,216 $1.87M 0.02% +22 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,581 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 215,812 shares 215,812 $1.87M 0.02% new 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: 15,782 shares; 2024Q4: 15,724 shares; 2025Q1: 14,977 shares; 2025Q2: 15,201 shares; 2025Q3: 15,255 shares; 2025Q4: 15,601 shares; 2026Q1: 14,647 shares 14,647 $1.85M 0.02% -954 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,363 shares; 2024Q4: 45,688 shares; 2025Q1: 65,175 shares; 2025Q2: 65,338 shares; 2025Q3: 42,368 shares; 2025Q4: 43,511 shares; 2026Q1: 40,852 shares 40,852 $1.85M 0.02% -2,659 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 25,895 shares 25,895 $1.83M 0.02% +25,886 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,865 shares; 2024Q4: 4,480 shares; 2025Q1: 7,074 shares; 2025Q2: 9,506 shares; 2025Q3: 5,638 shares; 2025Q4: 10,797 shares; 2026Q1: 22,398 shares 22,398 $1.83M 0.02% +11,601 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,043 shares; 2024Q4: 15,063 shares; 2025Q1: 15,077 shares; 2025Q2: 12,667 shares; 2025Q3: 13,452 shares; 2025Q4: 13,468 shares; 2026Q1: 13,757 shares 13,757 $1.82M 0.02% +289 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: 5,322 shares; 2024Q4: 5,219 shares; 2025Q1: 5,595 shares; 2025Q2: 7,295 shares; 2025Q3: 6,842 shares; 2025Q4: 9,051 shares; 2026Q1: 6,826 shares 6,826 $1.82M 0.02% -2,225 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: 17,450 shares; 2024Q4: 19,866 shares; 2025Q1: 15,863 shares; 2025Q2: 18,971 shares; 2025Q3: 17,069 shares; 2025Q4: 24,754 shares; 2026Q1: 24,408 shares 24,408 $1.81M 0.02% -346 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: 2,315 shares; 2024Q4: 1,735 shares; 2025Q1: 1,670 shares; 2025Q2: 3,148 shares; 2025Q3: 3,062 shares; 2025Q4: 3,731 shares; 2026Q1: 2,095 shares 2,095 $1.81M 0.02% -1,636 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: 8,737 shares; 2024Q4: 8,347 shares; 2025Q1: 8,354 shares; 2025Q2: 8,850 shares; 2025Q3: 8,912 shares; 2025Q4: 14,153 shares; 2026Q1: 16,320 shares 16,320 $1.79M 0.02% +2,167 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,636 shares; 2024Q4: 7,323 shares; 2025Q1: 7,363 shares; 2025Q2: 7,582 shares; 2025Q3: 7,876 shares; 2025Q4: 7,197 shares; 2026Q1: 7,682 shares 7,682 $1.78M 0.02% +485 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: 8,886 shares; 2024Q4: 9,076 shares; 2025Q1: 9,881 shares; 2025Q2: 11,086 shares; 2025Q3: 12,654 shares; 2025Q4: 13,165 shares; 2026Q1: 13,527 shares 13,527 $1.77M 0.02% +362 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: 18,423 shares; 2024Q4: 15,581 shares; 2025Q1: 15,611 shares; 2025Q2: 15,571 shares; 2025Q3: 15,571 shares; 2025Q4: 15,571 shares; 2026Q1: 45,249 shares 45,249 $1.77M 0.02% +29,678 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: 2,024 shares; 2024Q4: 1,207 shares; 2025Q1: 2,104 shares; 2025Q2: 3,041 shares; 2025Q3: 7,757 shares; 2025Q4: 6,715 shares; 2026Q1: 7,011 shares 7,011 $1.76M 0.02% +296 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: 83,516 shares; 2024Q4: 83,127 shares; 2025Q1: 39,939 shares; 2025Q2: 35,976 shares; 2025Q3: 31,934 shares; 2025Q4: 30,742 shares; 2026Q1: 30,932 shares 30,932 $1.76M 0.02% +190 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,383 shares; 2024Q4: 101,636 shares; 2025Q1: 92,705 shares; 2025Q2: 89,545 shares; 2025Q3: 89,422 shares; 2025Q4: 75,838 shares; 2026Q1: 72,217 shares 72,217 $1.75M 0.02% -3,621 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: 12,094 shares; 2024Q4: 12,360 shares; 2025Q1: 11,581 shares; 2025Q2: 14,545 shares; 2025Q3: 14,865 shares; 2025Q4: 16,641 shares; 2026Q1: 23,857 shares 23,857 $1.74M 0.02% +7,216 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,214 shares; 2024Q4: 6,213 shares; 2025Q1: 9,743 shares; 2025Q2: 6,238 shares; 2025Q3: 6,269 shares; 2025Q4: 6,411 shares; 2026Q1: 6,190 shares 6,190 $1.73M 0.02% -221 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,581 shares; 2024Q4: 7,584 shares; 2025Q1: 7,589 shares; 2025Q2: 7,985 shares; 2025Q3: 7,860 shares; 2025Q4: 7,815 shares; 2026Q1: 7,696 shares 7,696 $1.73M 0.02% -119 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: 12,089 shares; 2024Q4: 13,101 shares; 2025Q1: 11,304 shares; 2025Q2: 9,189 shares; 2025Q3: 18,627 shares; 2025Q4: 20,286 shares; 2026Q1: 18,641 shares 18,641 $1.73M 0.02% -1,645 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 3,125 shares; 2025Q2: 3,125 shares; 2025Q3: 3,125 shares; 2025Q4: 33,612 shares; 2026Q1: 34,477 shares 34,477 $1.72M 0.02% +865 Timeline SHC SOTERA HEALTH CO More: the full row for SOTERA HEALTH CO 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: 486 shares; 2025Q3: 545 shares; 2025Q4: 1,197 shares; 2026Q1: 117,323 shares 117,323 $1.68M 0.02% +116,126 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,291 shares; 2024Q4: 15,320 shares; 2025Q1: 23,950 shares; 2025Q2: 32,703 shares; 2025Q3: 35,203 shares; 2025Q4: 30,729 shares; 2026Q1: 33,425 shares 33,425 $1.68M 0.02% +2,696 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,013 shares; 2024Q4: 4,889 shares; 2025Q1: 4,830 shares; 2025Q2: 4,851 shares; 2025Q3: 4,852 shares; 2025Q4: 4,930 shares; 2026Q1: 4,901 shares 4,901 $1.67M 0.02% -29 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: 2,361 shares; 2024Q4: 2,307 shares; 2025Q1: 2,927 shares; 2025Q2: 11,960 shares; 2025Q3: 8,994 shares; 2025Q4: 20,486 shares; 2026Q1: 26,552 shares 26,552 $1.67M 0.02% +6,066 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: 30,229 shares; 2024Q4: 31,106 shares; 2025Q1: 32,138 shares; 2025Q2: 33,293 shares; 2025Q3: 33,519 shares; 2025Q4: 33,466 shares; 2026Q1: 3,156 shares 3,156 $1.65M 0.02% -30,310 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: 22,852 shares; 2024Q4: 22,889 shares; 2025Q1: 41,991 shares; 2025Q2: 47,689 shares; 2025Q3: 24,574 shares; 2025Q4: 26,195 shares; 2026Q1: 22,676 shares 22,676 $1.64M 0.02% -3,519 Timeline SUSA 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: 12,274 shares; 2024Q4: 12,274 shares; 2025Q1: 12,274 shares; 2025Q2: 11,914 shares; 2025Q3: 11,914 shares; 2025Q4: 12,614 shares; 2026Q1: 12,434 shares 12,434 $1.64M 0.02% -180 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: 14,273 shares; 2024Q4: 14,341 shares; 2025Q1: 13,828 shares; 2025Q2: 14,798 shares; 2025Q3: 15,293 shares; 2025Q4: 15,798 shares; 2026Q1: 16,752 shares 16,752 $1.64M 0.01% +954 Timeline ACWV 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: 13,936 shares; 2024Q4: 27,615 shares; 2025Q1: 24,914 shares; 2025Q2: 11,186 shares; 2025Q3: 10,264 shares; 2025Q4: 13,662 shares; 2026Q1: 13,683 shares 13,683 $1.64M 0.01% +21 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,389 shares; 2024Q4: 16,151 shares; 2025Q1: 18,866 shares; 2025Q2: 18,751 shares; 2025Q3: 13,209 shares; 2025Q4: 13,324 shares; 2026Q1: 12,017 shares 12,017 $1.63M 0.01% -1,307 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,098 shares; 2024Q4: 2,144 shares; 2025Q1: 2,152 shares; 2025Q2: 2,367 shares; 2025Q3: 2,609 shares; 2025Q4: 5,007 shares; 2026Q1: 17,657 shares 17,657 $1.63M 0.01% +12,650 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: not reported; 2024Q4: 18 shares; 2025Q1: 46 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,530 shares 19,530 $1.61M 0.01% new Timeline VCR 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: 4,446 shares; 2024Q4: 4,446 shares; 2025Q1: 4,446 shares; 2025Q2: 4,446 shares; 2025Q3: 4,447 shares; 2025Q4: 4,448 shares; 2026Q1: 4,450 shares 4,450 $1.6M 0.01% +2 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,419 shares; 2024Q4: 15,069 shares; 2025Q1: 21,685 shares; 2025Q2: 25,740 shares; 2025Q3: 25,813 shares; 2025Q4: 18,863 shares; 2026Q1: 29,042 shares 29,042 $1.57M 0.01% +10,179 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,003 shares; 2024Q4: 11,434 shares; 2025Q1: 13,096 shares; 2025Q2: 15,773 shares; 2025Q3: 20,361 shares; 2025Q4: 21,635 shares; 2026Q1: 24,310 shares 24,310 $1.56M 0.01% +2,675 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,238 shares; 2024Q4: 26,676 shares; 2025Q1: 31,662 shares; 2025Q2: 36,476 shares; 2025Q3: 35,785 shares; 2025Q4: 36,844 shares; 2026Q1: 33,781 shares 33,781 $1.56M 0.01% -3,063 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,890 shares; 2024Q4: 59,283 shares; 2025Q1: 24,693 shares; 2025Q2: 24,376 shares; 2025Q3: 23,662 shares; 2025Q4: 18,936 shares; 2026Q1: 14,288 shares 14,288 $1.56M 0.01% -4,648 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: 4,942 shares; 2024Q4: 4,851 shares; 2025Q1: 4,877 shares; 2025Q2: 4,883 shares; 2025Q3: 4,851 shares; 2025Q4: 4,851 shares; 2026Q1: 4,878 shares 4,878 $1.55M 0.01% +27 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,045 shares; 2024Q4: 1,045 shares; 2025Q1: 1,033 shares; 2025Q2: 1,033 shares; 2025Q3: 822 shares; 2025Q4: 802 shares; 2026Q1: 816 shares 816 $1.54M 0.01% +14 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,731 shares; 2024Q4: 24,915 shares; 2025Q1: 23,120 shares; 2025Q2: 23,130 shares; 2025Q3: 23,523 shares; 2025Q4: 30,269 shares; 2026Q1: 28,533 shares 28,533 $1.54M 0.01% -1,736 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: 3,556 shares; 2024Q4: 3,437 shares; 2025Q1: 3,554 shares; 2025Q2: 3,520 shares; 2025Q3: 3,527 shares; 2025Q4: 3,527 shares; 2026Q1: 3,427 shares 3,427 $1.53M 0.01% -100 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: 5,916 shares; 2024Q4: 5,905 shares; 2025Q1: 5,662 shares; 2025Q2: 6,201 shares; 2025Q3: 6,415 shares; 2025Q4: 7,930 shares; 2026Q1: 7,000 shares 7,000 $1.52M 0.01% -930 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,522 shares; 2024Q4: 19,973 shares; 2025Q1: 23,503 shares; 2025Q2: 32,514 shares; 2025Q3: 27,507 shares; 2025Q4: 31,609 shares; 2026Q1: 32,360 shares 32,360 $1.52M 0.01% +751 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,152 shares; 2025Q1: 46,996 shares; 2025Q2: 41,600 shares; 2025Q3: 40,124 shares; 2025Q4: 36,955 shares; 2026Q1: 38,238 shares 38,238 $1.51M 0.01% +1,283 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: 15,293 shares; 2024Q4: 15,352 shares; 2025Q1: 29,439 shares; 2025Q2: 29,439 shares; 2025Q3: 14,650 shares; 2025Q4: 14,698 shares; 2026Q1: 14,698 shares 14,698 $1.51M 0.01% 0 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: 8,671 shares; 2024Q4: 8,427 shares; 2025Q1: 8,669 shares; 2025Q2: 8,141 shares; 2025Q3: 8,197 shares; 2025Q4: 8,478 shares; 2026Q1: 8,931 shares 8,931 $1.51M 0.01% +453 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: 8,266 shares; 2024Q4: 8,016 shares; 2025Q1: 7,357 shares; 2025Q2: 8,087 shares; 2025Q3: 9,144 shares; 2025Q4: 10,008 shares; 2026Q1: 8,647 shares 8,647 $1.5M 0.01% -1,361 Timeline IBMO 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: 798,488 shares; 2024Q4: 863,305 shares; 2025Q1: 855,421 shares; 2025Q2: 882,174 shares; 2025Q3: 477,579 shares; 2025Q4: 58,118 shares; 2026Q1: 58,315 shares 58,315 $1.49M 0.01% +197 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,107 shares; 2024Q4: 33,043 shares; 2025Q1: 33,047 shares; 2025Q2: 41,394 shares; 2025Q3: 40,540 shares; 2025Q4: 30,116 shares; 2026Q1: 32,983 shares 32,983 $1.49M 0.01% +2,867 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 41,205 shares 41,205 $1.49M 0.01% +41,202 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,492 shares; 2024Q4: 13,857 shares; 2025Q1: 13,671 shares; 2025Q2: 14,077 shares; 2025Q3: 13,560 shares; 2025Q4: 13,183 shares; 2026Q1: 11,902 shares 11,902 $1.49M 0.01% -1,281 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,606 shares; 2024Q4: 25,388 shares; 2025Q1: 40,170 shares; 2025Q2: 64,073 shares; 2025Q3: 65,247 shares; 2025Q4: 84,174 shares; 2026Q1: 85,968 shares 85,968 $1.47M 0.01% +1,794 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,883 shares; 2025Q1: 39,283 shares; 2025Q2: not reported; 2025Q3: 39,283 shares; 2025Q4: 39,283 shares; 2026Q1: 39,283 shares 39,283 $1.45M 0.01% 0 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: 15,422 shares; 2024Q4: 18,468 shares; 2025Q1: 18,368 shares; 2025Q2: 18,968 shares; 2025Q3: 22,460 shares; 2025Q4: 24,434 shares; 2026Q1: 24,558 shares 24,558 $1.45M 0.01% +124 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,480 shares; 2024Q4: 2,518 shares; 2025Q1: 2,506 shares; 2025Q2: 824 shares; 2025Q3: 434 shares; 2025Q4: 482 shares; 2026Q1: 96,040 shares 96,040 $1.45M 0.01% +95,558 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: 17,929 shares; 2024Q4: 17,317 shares; 2025Q1: 13,178 shares; 2025Q2: 11,870 shares; 2025Q3: 11,706 shares; 2025Q4: 11,717 shares; 2026Q1: 30,523 shares 30,523 $1.43M 0.01% +18,806 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,705 shares; 2024Q4: 38,128 shares; 2025Q1: 40,066 shares; 2025Q2: 51,686 shares; 2025Q3: 53,327 shares; 2025Q4: 55,094 shares; 2026Q1: 83,165 shares 83,165 $1.43M 0.01% +28,071 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,217 shares; 2024Q4: 4,218 shares; 2025Q1: 7,008 shares; 2025Q2: 6,802 shares; 2025Q3: 3,955 shares; 2025Q4: 4,198 shares; 2026Q1: 4,039 shares 4,039 $1.43M 0.01% -159 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: 352 shares; 2024Q4: 353 shares; 2025Q1: 354 shares; 2025Q2: 354 shares; 2025Q3: 940 shares; 2025Q4: 941 shares; 2026Q1: 12,706 shares 12,706 $1.43M 0.01% +11,765 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: 30,330 shares; 2024Q4: 33,218 shares; 2025Q1: 29,724 shares; 2025Q2: 30,824 shares; 2025Q3: 23,473 shares; 2025Q4: 26,625 shares; 2026Q1: 25,201 shares 25,201 $1.42M 0.01% -1,424 Timeline SPGP 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: 27,588 shares; 2024Q4: 23,112 shares; 2025Q1: 36,122 shares; 2025Q2: 39,718 shares; 2025Q3: 15,158 shares; 2025Q4: 15,094 shares; 2026Q1: 13,129 shares 13,129 $1.41M 0.01% -1,965 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,716 shares; 2024Q4: 35,416 shares; 2025Q1: 35,416 shares; 2025Q2: not reported; 2025Q3: 35,416 shares; 2025Q4: 35,416 shares; 2026Q1: 35,510 shares 35,510 $1.4M 0.01% +94 Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,755 shares; 2024Q4: 18,755 shares; 2025Q1: 20,155 shares; 2025Q2: 20,231 shares; 2025Q3: 20,276 shares; 2025Q4: 34,446 shares; 2026Q1: 104,975 shares 104,975 $1.38M 0.01% +70,529 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: 22,947 shares; 2024Q4: 22,914 shares; 2025Q1: 22,310 shares; 2025Q2: 18,831 shares; 2025Q3: 18,445 shares; 2025Q4: 14,152 shares; 2026Q1: 36,595 shares 36,595 $1.34M 0.01% +22,443 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: 2,620 shares; 2024Q4: 2,621 shares; 2025Q1: 2,924 shares; 2025Q2: 2,926 shares; 2025Q3: 2,926 shares; 2025Q4: 2,846 shares; 2026Q1: 2,891 shares 2,891 $1.34M 0.01% +45 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,929 shares; 2024Q4: 13,376 shares; 2025Q1: 17,144 shares; 2025Q2: 8,114 shares; 2025Q3: 8,803 shares; 2025Q4: 8,789 shares; 2026Q1: 8,515 shares 8,515 $1.34M 0.01% -274 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,269 shares; 2024Q4: 1,388 shares; 2025Q1: 933 shares; 2025Q2: 11,368 shares; 2025Q3: 10,573 shares; 2025Q4: 10,205 shares; 2026Q1: 10,020 shares 10,020 $1.33M 0.01% -185 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,285 shares; 2024Q4: 45,493 shares; 2025Q1: 46,097 shares; 2025Q2: 48,418 shares; 2025Q3: 50,469 shares; 2025Q4: 50,351 shares; 2026Q1: 52,194 shares 52,194 $1.32M 0.01% +1,843 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: 7,065 shares; 2024Q4: 6,173 shares; 2025Q1: 6,671 shares; 2025Q2: 5,610 shares; 2025Q3: 5,630 shares; 2025Q4: 6,686 shares; 2026Q1: 6,145 shares 6,145 $1.32M 0.01% -541 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 42 shares; 2025Q1: 186 shares; 2025Q2: 1,041 shares; 2025Q3: 1,218 shares; 2025Q4: 1,346 shares; 2026Q1: 947 shares 947 $1.31M 0.01% -399 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: 1,689 shares; 2024Q4: 1,701 shares; 2025Q1: 1,784 shares; 2025Q2: 1,940 shares; 2025Q3: 1,970 shares; 2025Q4: 2,120 shares; 2026Q1: 1,790 shares 1,790 $1.3M 0.01% -330 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,595 shares; 2024Q4: 19,631 shares; 2025Q1: 21,026 shares; 2025Q2: 19,750 shares; 2025Q3: 18,681 shares; 2025Q4: 14,090 shares; 2026Q1: 13,427 shares 13,427 $1.3M 0.01% -663 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: 4,009 shares; 2024Q4: 4,013 shares; 2025Q1: 4,331 shares; 2025Q2: 5,854 shares; 2025Q3: 5,365 shares; 2025Q4: 5,748 shares; 2026Q1: 3,942 shares 3,942 $1.29M 0.01% -1,806 Timeline SRRK SCHOLAR ROCK HLDG CORP More: the full row for SCHOLAR ROCK HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14 shares; 2026Q1: 26,074 shares 26,074 $1.28M 0.01% +26,060 Timeline PRCH PORCH GROUP INC More: the full row for PORCH GROUP 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: 159 shares; 2025Q4: not reported; 2026Q1: 177,748 shares 177,748 $1.27M 0.01% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,268 shares; 2024Q4: 8,729 shares; 2025Q1: 8,396 shares; 2025Q2: 9,308 shares; 2025Q3: 9,262 shares; 2025Q4: 12,617 shares; 2026Q1: 9,640 shares 9,640 $1.27M 0.01% -2,977 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: 14,999 shares; 2024Q4: 15,833 shares; 2025Q1: 14,808 shares; 2025Q2: 15,306 shares; 2025Q3: 13,682 shares; 2025Q4: 14,603 shares; 2026Q1: 13,798 shares 13,798 $1.27M 0.01% -805 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: 54,837 shares; 2024Q4: 237,552 shares; 2025Q1: 24,205 shares; 2025Q2: 26,420 shares; 2025Q3: 12,883 shares; 2025Q4: 12,958 shares; 2026Q1: 13,794 shares 13,794 $1.26M 0.01% +836 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,359 shares; 2024Q4: 11,175 shares; 2025Q1: 12,013 shares; 2025Q2: 13,119 shares; 2025Q3: 12,696 shares; 2025Q4: 12,329 shares; 2026Q1: 11,534 shares 11,534 $1.26M 0.01% -795 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 472 shares; 2026Q1: 25,536 shares 25,536 $1.26M 0.01% +25,064 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: 8,261 shares; 2024Q4: 8,194 shares; 2025Q1: 8,200 shares; 2025Q2: 11,181 shares; 2025Q3: 8,909 shares; 2025Q4: 8,708 shares; 2026Q1: 8,068 shares 8,068 $1.25M 0.01% -640 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: 16,377 shares; 2024Q4: 16,398 shares; 2025Q1: 16,123 shares; 2025Q2: 16,552 shares; 2025Q3: 15,877 shares; 2025Q4: 15,902 shares; 2026Q1: 15,970 shares 15,970 $1.25M 0.01% +68 Timeline TOTALENERGIES SE 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: not reported; 2026Q1: 13,242 shares 13,242 $1.23M 0.01% new HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,134 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,961 shares 28,961 $1.23M 0.01% new 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: 1,441 shares; 2024Q4: 1,441 shares; 2025Q1: not reported; 2025Q2: 420 shares; 2025Q3: not reported; 2025Q4: 646 shares; 2026Q1: 56,348 shares 56,348 $1.22M 0.01% +55,702 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: 2,956 shares; 2024Q4: 3,609 shares; 2025Q1: 4,080 shares; 2025Q2: 5,817 shares; 2025Q3: 5,571 shares; 2025Q4: 8,319 shares; 2026Q1: 7,173 shares 7,173 $1.21M 0.01% -1,146 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,709 shares; 2024Q4: 1,729 shares; 2025Q1: 1,887 shares; 2025Q2: 2,228 shares; 2025Q3: 2,318 shares; 2025Q4: 2,874 shares; 2026Q1: 2,143 shares 2,143 $1.2M 0.01% -731 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,014 shares; 2024Q4: 13,725 shares; 2025Q1: 10,084 shares; 2025Q2: 11,192 shares; 2025Q3: 10,877 shares; 2025Q4: 11,063 shares; 2026Q1: 13,213 shares 13,213 $1.19M 0.01% +2,150 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,961 shares; 2024Q4: 82,460 shares; 2025Q1: 83,420 shares; 2025Q2: 84,423 shares; 2025Q3: 84,423 shares; 2025Q4: 84,423 shares; 2026Q1: 83,423 shares 83,423 $1.18M 0.01% -1,000 Timeline FET FORUM ENERGY TECHNOLOGIES IN More: the full row for FORUM ENERGY TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,005 shares; 2026Q1: 20,000 shares 20,000 $1.17M 0.01% -5 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: 19,213 shares; 2025Q4: 23,214 shares; 2026Q1: 23,564 shares 23,564 $1.17M 0.01% +350 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: 2,500 shares; 2024Q4: 2,445 shares; 2025Q1: 2,955 shares; 2025Q2: 2,979 shares; 2025Q3: 2,880 shares; 2025Q4: 3,037 shares; 2026Q1: 3,255 shares 3,255 $1.17M 0.01% +218 Timeline DFSU 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: 3,423 shares; 2024Q4: 3,423 shares; 2025Q1: 4,193 shares; 2025Q2: 4,193 shares; 2025Q3: 4,193 shares; 2025Q4: 4,193 shares; 2026Q1: 28,381 shares 28,381 $1.17M 0.01% +24,188 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: 603 shares; 2024Q4: 538 shares; 2025Q1: 435 shares; 2025Q2: 927 shares; 2025Q3: 1,255 shares; 2025Q4: 1,377 shares; 2026Q1: 881 shares 881 $1.16M 0.01% -496 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: 12,931 shares; 2024Q4: 17,107 shares; 2025Q1: 16,318 shares; 2025Q2: 13,536 shares; 2025Q3: 13,962 shares; 2025Q4: 14,255 shares; 2026Q1: 14,622 shares 14,622 $1.16M 0.01% +367 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,604 shares; 2024Q4: 9,730 shares; 2025Q1: 10,140 shares; 2025Q2: 9,902 shares; 2025Q3: 8,294 shares; 2025Q4: 7,051 shares; 2026Q1: 5,874 shares 5,874 $1.16M 0.01% -1,177 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: 4,583 shares; 2024Q4: 4,495 shares; 2025Q1: 4,494 shares; 2025Q2: 4,313 shares; 2025Q3: 6,067 shares; 2025Q4: 7,371 shares; 2026Q1: 5,794 shares 5,794 $1.15M 0.01% -1,577 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372 shares; 2024Q4: 152 shares; 2025Q1: 1,316 shares; 2025Q2: 1,680 shares; 2025Q3: 8,248 shares; 2025Q4: 14,804 shares; 2026Q1: 15,649 shares 15,649 $1.15M 0.01% +845 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,355 shares; 2024Q4: 23,205 shares; 2025Q1: 21,455 shares; 2025Q2: 22,975 shares; 2025Q3: 25,514 shares; 2025Q4: 25,558 shares; 2026Q1: 26,833 shares 26,833 $1.14M 0.01% +1,275 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,250 shares; 2024Q4: 80,250 shares; 2025Q1: 80,250 shares; 2025Q2: 80,060 shares; 2025Q3: 80,084 shares; 2025Q4: 80,080 shares; 2026Q1: 80,093 shares 80,093 $1.14M 0.01% +13 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,070 shares; 2024Q4: 28,301 shares; 2025Q1: 26,427 shares; 2025Q2: 26,857 shares; 2025Q3: 25,597 shares; 2025Q4: 25,926 shares; 2026Q1: 30,648 shares 30,648 $1.14M 0.01% +4,722 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,220 shares; 2024Q4: 8,644 shares; 2025Q1: 8,136 shares; 2025Q2: 8,896 shares; 2025Q3: 9,271 shares; 2025Q4: 10,320 shares; 2026Q1: 8,378 shares 8,378 $1.13M 0.01% -1,942 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: 2,659 shares; 2024Q4: 2,824 shares; 2025Q1: 3,000 shares; 2025Q2: 2,398 shares; 2025Q3: 2,430 shares; 2025Q4: 2,403 shares; 2026Q1: 2,338 shares 2,338 $1.13M 0.01% -65 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,093 shares; 2024Q4: 5,004 shares; 2025Q1: 4,212 shares; 2025Q2: 4,465 shares; 2025Q3: 4,174 shares; 2025Q4: 4,620 shares; 2026Q1: 5,170 shares 5,170 $1.13M 0.01% +550 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 984 shares; 2025Q3: 54,054 shares; 2025Q4: 49,262 shares; 2026Q1: 65,505 shares 65,505 $1.13M 0.01% +16,243 Timeline IBBQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,841 shares 38,841 $1.13M 0.01% new 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: 2,604 shares; 2024Q4: 2,563 shares; 2025Q1: 2,556 shares; 2025Q2: 3,118 shares; 2025Q3: 2,880 shares; 2025Q4: 3,169 shares; 2026Q1: 2,871 shares 2,871 $1.12M 0.01% -298 Timeline PLPC PREFORMED LINE PRODS CO More: the full row for PREFORMED LINE PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,215 shares; 2024Q4: 3,766 shares; 2025Q1: 3,766 shares; 2025Q2: 3,766 shares; 2025Q3: 3,766 shares; 2025Q4: 4,126 shares; 2026Q1: 4,126 shares 4,126 $1.12M 0.01% 0 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: 1,928 shares; 2024Q4: 1,865 shares; 2025Q1: 2,899 shares; 2025Q2: 3,666 shares; 2025Q3: 3,626 shares; 2025Q4: 5,062 shares; 2026Q1: 4,190 shares 4,190 $1.11M 0.01% -872 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: 2,159 shares; 2024Q4: 2,218 shares; 2025Q1: 2,277 shares; 2025Q2: 3,202 shares; 2025Q3: 3,034 shares; 2025Q4: 3,502 shares; 2026Q1: 2,674 shares 2,674 $1.11M 0.01% -828 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,392 shares; 2024Q4: 13,561 shares; 2025Q1: 13,823 shares; 2025Q2: 12,771 shares; 2025Q3: 13,132 shares; 2025Q4: 12,611 shares; 2026Q1: 15,642 shares 15,642 $1.11M 0.01% +3,031 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,578 shares; 2024Q4: 18,681 shares; 2025Q1: 22,108 shares; 2025Q2: 21,241 shares; 2025Q3: 22,844 shares; 2025Q4: 23,676 shares; 2026Q1: 22,963 shares 22,963 $1.11M 0.01% -713 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,578 shares; 2025Q3: 10,591 shares; 2025Q4: 11,584 shares; 2026Q1: 11,084 shares 11,084 $1.11M 0.01% -500 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,889 shares; 2024Q4: 4,329 shares; 2025Q1: 5,642 shares; 2025Q2: 5,729 shares; 2025Q3: 5,590 shares; 2025Q4: 5,881 shares; 2026Q1: 5,608 shares 5,608 $1.11M 0.01% -273 Timeline SCHK 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: 10,983 shares; 2024Q4: 26,673 shares; 2025Q1: 31,095 shares; 2025Q2: 33,313 shares; 2025Q3: 33,877 shares; 2025Q4: 33,854 shares; 2026Q1: 35,136 shares 35,136 $1.1M 0.01% +1,282 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: 21,132 shares; 2024Q4: 16,549 shares; 2025Q1: 16,310 shares; 2025Q2: 16,556 shares; 2025Q3: 16,163 shares; 2025Q4: 17,334 shares; 2026Q1: 15,120 shares 15,120 $1.1M 0.01% -2,214 Timeline EPI 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: 2,130 shares; 2024Q4: 12,987 shares; 2025Q1: 6,858 shares; 2025Q2: 24,438 shares; 2025Q3: 24,438 shares; 2025Q4: 25,197 shares; 2026Q1: 26,865 shares 26,865 $1.1M 0.01% +1,668 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: 3,904 shares; 2024Q4: 3,834 shares; 2025Q1: 4,008 shares; 2025Q2: 5,118 shares; 2025Q3: 6,086 shares; 2025Q4: 6,318 shares; 2026Q1: 4,744 shares 4,744 $1.1M 0.01% -1,574 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 644 shares; 2024Q4: 23 shares; 2025Q1: 5,055 shares; 2025Q2: 5,055 shares; 2025Q3: 5,055 shares; 2025Q4: 6,651 shares; 2026Q1: 22,375 shares 22,375 $1.09M 0.01% +15,724 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: 2,020 shares; 2024Q4: 1,425 shares; 2025Q1: 1,674 shares; 2025Q2: 2,098 shares; 2025Q3: 6,272 shares; 2025Q4: 7,998 shares; 2026Q1: 17,855 shares 17,855 $1.09M 0.01% +9,857 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,908 shares; 2025Q2: 13,439 shares; 2025Q3: 13,439 shares; 2025Q4: 71,450 shares; 2026Q1: 66,081 shares 66,081 $1.09M 0.01% -5,369 Timeline