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: 2,480,171 shares; 2024Q4: 2,339,731 shares; 2025Q1: 5,148,392 shares; 2025Q2: 3,018,571 shares; 2025Q3: 3,479,224 shares; 2025Q4: 4,055,791 shares; 2026Q1: 4,565,910 shares 4,565,910 $2.76B 3.95% +510,119 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: 12,144,551 shares; 2024Q4: 12,134,422 shares; 2025Q1: 11,418,257 shares; 2025Q2: 10,282,657 shares; 2025Q3: 9,255,136 shares; 2025Q4: 11,001,858 shares; 2026Q1: 10,418,774 shares 10,418,774 $2.61B 3.74% -583,084 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: 6,561,139 shares; 2024Q4: 6,177,370 shares; 2025Q1: 5,754,983 shares; 2025Q2: 11,124,508 shares; 2025Q3: 5,329,394 shares; 2025Q4: 6,035,222 shares; 2026Q1: 5,668,485 shares 5,668,485 $2.12B 3.04% -366,737 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: 17,410,048 shares; 2024Q4: 16,872,205 shares; 2025Q1: 18,467,868 shares; 2025Q2: 21,027,645 shares; 2025Q3: 24,400,503 shares; 2025Q4: 27,743,539 shares; 2026Q1: 33,373,857 shares 33,373,857 $2.09B 2.99% +5,630,318 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: 10,605,349 shares; 2024Q4: 9,100,010 shares; 2025Q1: 9,197,979 shares; 2025Q2: 9,242,705 shares; 2025Q3: 8,472,030 shares; 2025Q4: 10,242,018 shares; 2026Q1: 10,976,458 shares 10,976,458 $1.91B 2.73% +734,440 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,782,370 shares; 2024Q4: 1,243,080 shares; 2025Q1: 2,388,198 shares; 2025Q2: 2,252,320 shares; 2025Q3: 2,467,639 shares; 2025Q4: 2,922,560 shares; 2026Q1: 2,985,961 shares 2,985,961 $1.7B 2.43% +63,401 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: 5,008,053 shares; 2024Q4: 5,428,628 shares; 2025Q1: 5,178,336 shares; 2025Q2: 5,118,944 shares; 2025Q3: 5,123,244 shares; 2025Q4: 5,175,736 shares; 2026Q1: 4,787,008 shares 4,787,008 $1.37B 1.96% -388,728 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: 7,285,424 shares; 2024Q4: 7,281,529 shares; 2025Q1: 6,986,514 shares; 2025Q2: 6,994,296 shares; 2025Q3: 6,388,127 shares; 2025Q4: 7,393,950 shares; 2026Q1: 6,418,681 shares 6,418,681 $1.33B 1.91% -975,269 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: 5,557,023 shares; 2024Q4: 5,546,075 shares; 2025Q1: 5,127,662 shares; 2025Q2: 4,922,311 shares; 2025Q3: 4,236,254 shares; 2025Q4: 5,059,394 shares; 2026Q1: 4,360,984 shares 4,360,984 $1.27B 1.81% -698,410 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: 3,798,941 shares; 2024Q4: 3,858,101 shares; 2025Q1: 3,768,704 shares; 2025Q2: 3,857,912 shares; 2025Q3: 3,640,059 shares; 2025Q4: 3,913,103 shares; 2026Q1: 3,661,894 shares 3,661,894 $1.13B 1.62% -251,209 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,118,598 shares; 2024Q4: 1,155,800 shares; 2025Q1: 1,347,288 shares; 2025Q2: 1,379,324 shares; 2025Q3: 1,502,439 shares; 2025Q4: 1,578,493 shares; 2026Q1: 1,543,318 shares 1,543,318 $966M 1.38% -35,175 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: 3,695,331 shares; 2024Q4: 3,526,963 shares; 2025Q1: 3,345,572 shares; 2025Q2: 3,386,661 shares; 2025Q3: 3,194,614 shares; 2025Q4: 3,484,827 shares; 2026Q1: 3,156,561 shares 3,156,561 $928M 1.33% -328,266 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: 1,947,117 shares; 2024Q4: 1,925,537 shares; 2025Q1: 1,860,137 shares; 2025Q2: 1,899,478 shares; 2025Q3: 1,392,269 shares; 2025Q4: 1,857,582 shares; 2026Q1: 1,752,623 shares 1,752,623 $832M 1.19% -104,959 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: 1,381,446 shares; 2024Q4: 1,374,168 shares; 2025Q1: 1,227,295 shares; 2025Q2: 847,380 shares; 2025Q3: 652,437 shares; 2025Q4: 859,419 shares; 2026Q1: 758,986 shares 758,986 $733M 1.05% -100,433 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: 2,795,826 shares; 2024Q4: 2,454,903 shares; 2025Q1: 2,236,813 shares; 2025Q2: 2,237,635 shares; 2025Q3: 2,597,284 shares; 2025Q4: 2,707,569 shares; 2026Q1: 2,666,941 shares 2,666,941 $650M 0.93% -40,628 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: 744,127 shares; 2024Q4: 628,918 shares; 2025Q1: 621,501 shares; 2025Q2: 473,262 shares; 2025Q3: 1,405,497 shares; 2025Q4: 1,440,139 shares; 2026Q1: 1,417,238 shares 1,417,238 $618M 0.88% -22,901 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: 621,510 shares; 2024Q4: 576,203 shares; 2025Q1: 599,428 shares; 2025Q2: 620,126 shares; 2025Q3: 489,730 shares; 2025Q4: 685,924 shares; 2026Q1: 654,787 shares 654,787 $615M 0.88% -31,137 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: 1,028,044 shares; 2024Q4: 932,894 shares; 2025Q1: 981,957 shares; 2025Q2: 1,998,624 shares; 2025Q3: 929,519 shares; 2025Q4: 1,131,151 shares; 2026Q1: 1,069,318 shares 1,069,318 $606M 0.87% -61,833 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,217,693 shares; 2024Q4: 1,413,784 shares; 2025Q1: 1,132,614 shares; 2025Q2: 1,176,951 shares; 2025Q3: 1,729,164 shares; 2025Q4: 1,934,322 shares; 2026Q1: 1,944,482 shares 1,944,482 $605M 0.87% +10,160 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: 3,398,878 shares; 2024Q4: 3,149,891 shares; 2025Q1: 3,102,936 shares; 2025Q2: 3,195,575 shares; 2025Q3: 2,989,305 shares; 2025Q4: 3,250,595 shares; 2026Q1: 3,236,241 shares 3,236,241 $538M 0.77% -14,354 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: 2,196,383 shares; 2024Q4: 2,117,983 shares; 2025Q1: 1,879,648 shares; 2025Q2: 1,995,976 shares; 2025Q3: 1,786,160 shares; 2025Q4: 1,972,726 shares; 2026Q1: 1,674,543 shares 1,674,543 $512M 0.73% -298,183 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: 2,277,546 shares; 2024Q4: 2,333,915 shares; 2025Q1: 2,290,045 shares; 2025Q2: 2,375,010 shares; 2025Q3: 2,346,466 shares; 2025Q4: 2,390,243 shares; 2026Q1: 2,203,650 shares 2,203,650 $479M 0.68% -186,593 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: 21,751,417 shares; 2024Q4: 22,502,420 shares; 2025Q1: 21,627,758 shares; 2025Q2: 20,840,936 shares; 2025Q3: 20,421,648 shares; 2025Q4: 20,403,866 shares; 2026Q1: 19,146,190 shares 19,146,190 $474M 0.68% -1,257,676 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: 10,881,716 shares; 2024Q4: 10,744,937 shares; 2025Q1: 10,530,346 shares; 2025Q2: 8,254,673 shares; 2025Q3: 6,585,782 shares; 2025Q4: 9,951,259 shares; 2026Q1: 9,736,043 shares 9,736,043 $472M 0.68% -215,216 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: 2,506,370 shares; 2024Q4: 2,525,525 shares; 2025Q1: 2,487,263 shares; 2025Q2: 2,535,099 shares; 2025Q3: 2,210,547 shares; 2025Q4: 2,629,205 shares; 2026Q1: 2,360,028 shares 2,360,028 $457M 0.65% -269,177 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: 7,113,526 shares; 2024Q4: 6,022,801 shares; 2025Q1: 6,473,029 shares; 2025Q2: 5,973,356 shares; 2025Q3: 7,777,858 shares; 2025Q4: 8,726,358 shares; 2026Q1: 8,538,804 shares 8,538,804 $455M 0.65% -187,554 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,933,995 shares; 2024Q4: 3,384,651 shares; 2025Q1: 3,886,563 shares; 2025Q2: 4,047,221 shares; 2025Q3: 3,605,697 shares; 2025Q4: 4,384,698 shares; 2026Q1: 4,999,263 shares 4,999,263 $424M 0.61% +614,565 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: 949,928 shares; 2024Q4: 895,927 shares; 2025Q1: 926,958 shares; 2025Q2: 875,443 shares; 2025Q3: 732,197 shares; 2025Q4: 798,226 shares; 2026Q1: 832,069 shares 832,069 $417M 0.6% +33,843 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: 3,346,232 shares; 2024Q4: 3,747,285 shares; 2025Q1: 3,358,331 shares; 2025Q2: 3,786,283 shares; 2025Q3: 2,798,384 shares; 2025Q4: 4,182,255 shares; 2026Q1: 5,230,610 shares 5,230,610 $381M 0.55% +1,048,355 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: 2,689,937 shares; 2024Q4: 2,351,243 shares; 2025Q1: 2,541,647 shares; 2025Q2: 2,500,000 shares; 2025Q3: 2,425,679 shares; 2025Q4: 2,545,798 shares; 2026Q1: 2,392,878 shares 2,392,878 $371M 0.53% -152,920 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: 1,117,218 shares; 2024Q4: 1,323,361 shares; 2025Q1: 1,243,702 shares; 2025Q2: 1,215,783 shares; 2025Q3: 1,057,144 shares; 2025Q4: 1,205,660 shares; 2026Q1: 1,116,807 shares 1,116,807 $368M 0.53% -88,853 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: 1,085,149 shares; 2024Q4: 1,097,038 shares; 2025Q1: 1,098,843 shares; 2025Q2: 1,127,559 shares; 2025Q3: 949,993 shares; 2025Q4: 981,354 shares; 2026Q1: 1,098,311 shares 1,098,311 $365M 0.52% +116,957 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: 706,308 shares; 2024Q4: 702,840 shares; 2025Q1: 632,948 shares; 2025Q2: 567,599 shares; 2025Q3: 352,743 shares; 2025Q4: 563,306 shares; 2026Q1: 542,772 shares 542,772 $360M 0.51% -20,534 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: 2,811,432 shares; 2024Q4: 2,708,971 shares; 2025Q1: 2,606,128 shares; 2025Q2: 2,565,824 shares; 2025Q3: 2,239,935 shares; 2025Q4: 2,494,764 shares; 2026Q1: 2,490,765 shares 2,490,765 $359M 0.51% -3,999 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: 377,932 shares; 2024Q4: 382,146 shares; 2025Q1: 347,525 shares; 2025Q2: 415,436 shares; 2025Q3: 358,315 shares; 2025Q4: 632,157 shares; 2026Q1: 647,766 shares 647,766 $352M 0.5% +15,609 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: 2,375,539 shares; 2024Q4: 2,327,007 shares; 2025Q1: 2,273,116 shares; 2025Q2: 2,524,710 shares; 2025Q3: 2,180,624 shares; 2025Q4: 2,453,577 shares; 2026Q1: 2,159,975 shares 2,159,975 $343M 0.49% -293,602 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: 509,121 shares; 2024Q4: 511,253 shares; 2025Q1: 633,477 shares; 2025Q2: 697,524 shares; 2025Q3: 628,964 shares; 2025Q4: 725,801 shares; 2026Q1: 696,804 shares 696,804 $338M 0.48% -28,997 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: 562,807 shares; 2024Q4: 717,942 shares; 2025Q1: 653,401 shares; 2025Q2: 650,299 shares; 2025Q3: 629,834 shares; 2025Q4: 680,498 shares; 2026Q1: 680,512 shares 680,512 $335M 0.48% +14 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,133,510 shares; 2024Q4: 2,407,281 shares; 2025Q1: 4,919,285 shares; 2025Q2: 10,204,380 shares; 2025Q3: 3,454,429 shares; 2025Q4: 4,869,460 shares; 2026Q1: 4,920,135 shares 4,920,135 $329M 0.47% +50,675 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: 977,550 shares; 2024Q4: 940,624 shares; 2025Q1: 863,372 shares; 2025Q2: 835,400 shares; 2025Q3: 1,573,666 shares; 2025Q4: 1,573,180 shares; 2026Q1: 1,544,410 shares 1,544,410 $328M 0.47% -28,770 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 942,682 shares; 2024Q4: 951,395 shares; 2025Q1: 958,488 shares; 2025Q2: 759,313 shares; 2025Q3: 894,206 shares; 2025Q4: 1,024,858 shares; 2026Q1: 1,031,328 shares 1,031,328 $312M 0.45% +6,470 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: 758,007 shares; 2024Q4: 624,844 shares; 2025Q1: 582,968 shares; 2025Q2: 694,543 shares; 2025Q3: 649,213 shares; 2025Q4: 776,777 shares; 2026Q1: 859,319 shares 859,319 $310M 0.44% +82,542 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,387,268 shares; 2024Q4: 1,418,470 shares; 2025Q1: 1,391,640 shares; 2025Q2: 1,510,712 shares; 2025Q3: 3,031,163 shares; 2025Q4: 3,334,554 shares; 2026Q1: 3,345,713 shares 3,345,713 $302M 0.43% +11,159 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: 3,698,868 shares; 2024Q4: 3,115,764 shares; 2025Q1: 2,660,860 shares; 2025Q2: 4,937,948 shares; 2025Q3: 2,427,066 shares; 2025Q4: 2,433,240 shares; 2026Q1: 2,428,276 shares 2,428,276 $291M 0.42% -4,964 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,656,769 shares; 2024Q4: 3,007,651 shares; 2025Q1: 3,624,813 shares; 2025Q2: 3,914,126 shares; 2025Q3: 3,028,978 shares; 2025Q4: 4,782,415 shares; 2026Q1: 5,442,896 shares 5,442,896 $287M 0.41% +660,481 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: 773,630 shares; 2024Q4: 774,476 shares; 2025Q1: 1,513,226 shares; 2025Q2: 692,276 shares; 2025Q3: 713,855 shares; 2025Q4: 710,262 shares; 2026Q1: 676,607 shares 676,607 $286M 0.41% -33,655 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,087,688 shares; 2024Q4: 3,814,756 shares; 2025Q1: 3,303,456 shares; 2025Q2: 2,963,399 shares; 2025Q3: 857,479 shares; 2025Q4: 3,270,993 shares; 2026Q1: 3,615,309 shares 3,615,309 $282M 0.4% +344,316 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: 1,904,824 shares; 2024Q4: 1,281,002 shares; 2025Q1: 1,257,838 shares; 2025Q2: 1,255,179 shares; 2025Q3: 1,288,216 shares; 2025Q4: 1,505,907 shares; 2026Q1: 1,685,994 shares 1,685,994 $277M 0.4% +180,087 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: 2,390,648 shares; 2024Q4: 2,404,451 shares; 2025Q1: 2,453,178 shares; 2025Q2: 3,040,749 shares; 2025Q3: 2,805,672 shares; 2025Q4: 3,031,142 shares; 2026Q1: 3,015,054 shares 3,015,054 $269M 0.38% -16,088 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: 215,989 shares; 2024Q4: 216,898 shares; 2025Q1: 218,648 shares; 2025Q2: 222,488 shares; 2025Q3: 230,084 shares; 2025Q4: 226,105 shares; 2026Q1: 201,514 shares 201,514 $266M 0.38% -24,591 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: 1,078,189 shares; 2024Q4: 1,044,236 shares; 2025Q1: 937,372 shares; 2025Q2: 906,676 shares; 2025Q3: 844,647 shares; 2025Q4: 879,793 shares; 2026Q1: 858,040 shares 858,040 $265M 0.38% -21,753 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: 1,071,848 shares; 2024Q4: 953,017 shares; 2025Q1: 1,063,874 shares; 2025Q2: 1,098,551 shares; 2025Q3: 1,733,501 shares; 2025Q4: 2,227,407 shares; 2026Q1: 2,110,941 shares 2,110,941 $260M 0.37% -116,466 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,430,117 shares; 2024Q4: 3,975,533 shares; 2025Q1: 5,045,929 shares; 2025Q2: 5,799,898 shares; 2025Q3: 5,143,179 shares; 2025Q4: 7,298,072 shares; 2026Q1: 7,337,993 shares 7,337,993 $257M 0.37% +39,921 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: 1,083,267 shares; 2024Q4: 1,051,958 shares; 2025Q1: 939,343 shares; 2025Q2: 814,115 shares; 2025Q3: 557,662 shares; 2025Q4: 786,836 shares; 2026Q1: 805,710 shares 805,710 $255M 0.37% +18,874 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: 702,832 shares; 2024Q4: 839,566 shares; 2025Q1: 791,386 shares; 2025Q2: 794,420 shares; 2025Q3: 895,207 shares; 2025Q4: 969,709 shares; 2026Q1: 947,521 shares 947,521 $252M 0.36% -22,188 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: 180,788 shares; 2024Q4: 253,065 shares; 2025Q1: 240,765 shares; 2025Q2: 264,052 shares; 2025Q3: 238,636 shares; 2025Q4: 2,881,733 shares; 2026Q1: 2,700,108 shares 2,700,108 $252M 0.36% -181,625 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: 2,502,121 shares; 2024Q4: 2,274,792 shares; 2025Q1: 2,067,758 shares; 2025Q2: 2,057,598 shares; 2025Q3: 1,912,800 shares; 2025Q4: 2,128,972 shares; 2026Q1: 2,028,628 shares 2,028,628 $250M 0.36% -100,344 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,818,691 shares; 2024Q4: 1,802,016 shares; 2025Q1: 2,297,530 shares; 2025Q2: 2,809,800 shares; 2025Q3: 3,016,442 shares; 2025Q4: 3,542,479 shares; 2026Q1: 4,203,414 shares 4,203,414 $248M 0.36% +660,935 Timeline DFEM 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: 5,764,376 shares; 2024Q4: 5,923,838 shares; 2025Q1: 6,487,627 shares; 2025Q2: 6,584,192 shares; 2025Q3: 5,746,678 shares; 2025Q4: 7,066,365 shares; 2026Q1: 7,035,546 shares 7,035,546 $243M 0.35% -30,819 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: 4,317,298 shares; 2024Q4: 4,772,108 shares; 2025Q1: 5,366,692 shares; 2025Q2: 5,618,856 shares; 2025Q3: 5,157,457 shares; 2025Q4: 6,263,508 shares; 2026Q1: 6,770,021 shares 6,770,021 $242M 0.35% +506,513 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: 1,316,931 shares; 2024Q4: 1,286,452 shares; 2025Q1: 1,291,927 shares; 2025Q2: 1,274,258 shares; 2025Q3: 1,224,917 shares; 2025Q4: 1,238,377 shares; 2026Q1: 1,209,966 shares 1,209,966 $234M 0.34% -28,411 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: 2,050,849 shares; 2025Q1: 1,844,460 shares; 2025Q2: 1,823,595 shares; 2025Q3: 1,549,888 shares; 2025Q4: 1,238,030 shares; 2026Q1: 1,105,897 shares 1,105,897 $234M 0.34% -132,133 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 666,041 shares; 2024Q4: 683,553 shares; 2025Q1: 752,698 shares; 2025Q2: 815,925 shares; 2025Q3: 716,736 shares; 2025Q4: 891,619 shares; 2026Q1: 974,018 shares 974,018 $234M 0.33% +82,399 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: 610,002 shares; 2024Q4: 603,060 shares; 2025Q1: 581,090 shares; 2025Q2: 584,706 shares; 2025Q3: 404,518 shares; 2025Q4: 590,999 shares; 2026Q1: 685,467 shares 685,467 $221M 0.32% +94,468 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,709,819 shares; 2024Q4: 2,715,110 shares; 2025Q1: 2,482,777 shares; 2025Q2: 2,433,895 shares; 2025Q3: 1,765,853 shares; 2025Q4: 2,950,766 shares; 2026Q1: 2,905,584 shares 2,905,584 $220M 0.32% -45,182 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: 4,133,811 shares; 2024Q4: 3,806,985 shares; 2025Q1: 3,946,116 shares; 2025Q2: 3,691,003 shares; 2025Q3: 1,776,052 shares; 2025Q4: 4,111,685 shares; 2026Q1: 4,482,589 shares 4,482,589 $220M 0.31% +370,904 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,652,913 shares; 2024Q4: 2,633,083 shares; 2025Q1: 2,400,242 shares; 2025Q2: 2,405,265 shares; 2025Q3: 2,269,845 shares; 2025Q4: 2,492,958 shares; 2026Q1: 2,574,502 shares 2,574,502 $199M 0.28% +81,544 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: 228,749 shares; 2024Q4: 234,948 shares; 2025Q1: 289,412 shares; 2025Q2: 543,201 shares; 2025Q3: 575,660 shares; 2025Q4: 720,092 shares; 2026Q1: 692,031 shares 692,031 $197M 0.28% -28,061 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,893,556 shares; 2024Q4: 1,863,883 shares; 2025Q1: 3,828,338 shares; 2025Q2: 5,768,279 shares; 2025Q3: 2,136,017 shares; 2025Q4: 2,331,116 shares; 2026Q1: 2,027,202 shares 2,027,202 $196M 0.28% -303,914 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: 566,187 shares; 2024Q4: 564,100 shares; 2025Q1: 530,861 shares; 2025Q2: 519,384 shares; 2025Q3: 349,099 shares; 2025Q4: 537,630 shares; 2026Q1: 550,867 shares 550,867 $190M 0.27% +13,237 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: 411,508 shares; 2024Q4: 391,217 shares; 2025Q1: 550,527 shares; 2025Q2: 610,314 shares; 2025Q3: 1,078,542 shares; 2025Q4: 1,144,006 shares; 2026Q1: 972,713 shares 972,713 $190M 0.27% -171,293 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: 206,214 shares; 2024Q4: 207,866 shares; 2025Q1: 235,419 shares; 2025Q2: 232,658 shares; 2025Q3: 233,237 shares; 2025Q4: 249,267 shares; 2026Q1: 209,578 shares 209,578 $187M 0.27% -39,689 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: 580,858 shares; 2024Q4: 592,803 shares; 2025Q1: 479,390 shares; 2025Q2: 496,792 shares; 2025Q3: 561,233 shares; 2025Q4: 1,333,170 shares; 2026Q1: 1,458,323 shares 1,458,323 $183M 0.26% +125,153 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: 576,233 shares; 2024Q4: 636,973 shares; 2025Q1: 643,940 shares; 2025Q2: 627,531 shares; 2025Q3: 552,719 shares; 2025Q4: 634,713 shares; 2026Q1: 420,165 shares 420,165 $183M 0.26% -214,548 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: 1,074,851 shares; 2024Q4: 1,054,082 shares; 2025Q1: 1,054,097 shares; 2025Q2: 1,027,722 shares; 2025Q3: 759,589 shares; 2025Q4: 858,372 shares; 2026Q1: 925,496 shares 925,496 $183M 0.26% +67,124 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: 28,669 shares; 2024Q4: 24,881 shares; 2025Q1: 5,618,657 shares; 2025Q2: 5,855,514 shares; 2025Q3: 5,384,757 shares; 2025Q4: 4,330,904 shares; 2026Q1: 3,693,103 shares 3,693,103 $182M 0.26% -637,801 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 693,068 shares; 2024Q4: 688,596 shares; 2025Q1: 669,053 shares; 2025Q2: 659,136 shares; 2025Q3: 483,208 shares; 2025Q4: 606,717 shares; 2026Q1: 607,770 shares 607,770 $182M 0.26% +1,053 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: 1,236,503 shares; 2024Q4: 1,052,024 shares; 2025Q1: 1,144,196 shares; 2025Q2: 1,099,404 shares; 2025Q3: 954,296 shares; 2025Q4: 1,208,733 shares; 2026Q1: 1,197,426 shares 1,197,426 $179M 0.26% -11,307 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: 2,503,111 shares; 2024Q4: 2,414,815 shares; 2025Q1: 1,985,683 shares; 2025Q2: 1,930,705 shares; 2025Q3: 2,085,582 shares; 2025Q4: 2,050,289 shares; 2026Q1: 1,913,940 shares 1,913,940 $177M 0.25% -136,349 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: 886,578 shares; 2024Q4: 878,410 shares; 2025Q1: 881,454 shares; 2025Q2: 864,987 shares; 2025Q3: 908,471 shares; 2025Q4: 738,434 shares; 2026Q1: 496,095 shares 496,095 $176M 0.25% -242,339 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: 2,252,984 shares; 2024Q4: 2,318,684 shares; 2025Q1: 2,126,745 shares; 2025Q2: 2,121,345 shares; 2025Q3: 841,457 shares; 2025Q4: 2,157,749 shares; 2026Q1: 2,171,325 shares 2,171,325 $172M 0.25% +13,576 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: 2,374,442 shares; 2024Q4: 2,275,267 shares; 2025Q1: 1,949,077 shares; 2025Q2: 2,152,694 shares; 2025Q3: 2,072,687 shares; 2025Q4: 2,108,182 shares; 2026Q1: 1,667,187 shares 1,667,187 $171M 0.24% -440,995 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: 489,907 shares; 2024Q4: 486,496 shares; 2025Q1: 1,591,418 shares; 2025Q2: 785,692 shares; 2025Q3: 822,701 shares; 2025Q4: 814,429 shares; 2026Q1: 781,926 shares 781,926 $166M 0.24% -32,503 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: 2,703,129 shares; 2024Q4: 2,703,761 shares; 2025Q1: 2,608,904 shares; 2025Q2: 12,318,931 shares; 2025Q3: 675,100 shares; 2025Q4: 2,232,390 shares; 2026Q1: 2,145,556 shares 2,145,556 $165M 0.24% -86,834 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: 1,785,070 shares; 2024Q4: 4,921,973 shares; 2025Q1: 4,743,027 shares; 2025Q2: 6,051,561 shares; 2025Q3: 5,485,242 shares; 2025Q4: 7,064,100 shares; 2026Q1: 6,725,389 shares 6,725,389 $165M 0.24% -338,711 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,772,135 shares; 2024Q4: 2,762,162 shares; 2025Q1: 2,850,436 shares; 2025Q2: 2,270,663 shares; 2025Q3: 882,879 shares; 2025Q4: 2,724,033 shares; 2026Q1: 2,644,999 shares 2,644,999 $165M 0.24% -79,034 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,366,542 shares; 2024Q4: 5,301,189 shares; 2025Q1: 5,203,162 shares; 2025Q2: 4,796,300 shares; 2025Q3: 1,946,012 shares; 2025Q4: 4,517,743 shares; 2026Q1: 4,205,759 shares 4,205,759 $163M 0.23% -311,984 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,212,015 shares; 2024Q4: 2,111,567 shares; 2025Q1: 2,020,646 shares; 2025Q2: 1,957,872 shares; 2025Q3: 1,913,093 shares; 2025Q4: 2,078,514 shares; 2026Q1: 1,986,532 shares 1,986,532 $163M 0.23% -91,982 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: 2,380,851 shares; 2024Q4: 2,282,014 shares; 2025Q1: 1,378,338 shares; 2025Q2: 1,331,923 shares; 2025Q3: 1,322,782 shares; 2025Q4: 1,395,376 shares; 2026Q1: 1,406,536 shares 1,406,536 $162M 0.23% +11,160 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: 327,494 shares; 2024Q4: 324,365 shares; 2025Q1: 327,759 shares; 2025Q2: 327,405 shares; 2025Q3: 323,267 shares; 2025Q4: 320,177 shares; 2026Q1: 299,620 shares 299,620 $161M 0.23% -20,557 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: 195,604 shares; 2024Q4: 187,517 shares; 2025Q1: 179,905 shares; 2025Q2: 303,671 shares; 2025Q3: 321,783 shares; 2025Q4: 378,838 shares; 2026Q1: 336,763 shares 336,763 $158M 0.23% -42,075 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: 521,790 shares; 2024Q4: 534,438 shares; 2025Q1: 517,723 shares; 2025Q2: 533,382 shares; 2025Q3: 588,261 shares; 2025Q4: 524,469 shares; 2026Q1: 372,087 shares 372,087 $158M 0.23% -152,382 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: 1,310,572 shares; 2024Q4: 1,320,681 shares; 2025Q1: 1,240,447 shares; 2025Q2: 1,023,175 shares; 2025Q3: 1,005,718 shares; 2025Q4: 999,144 shares; 2026Q1: 831,925 shares 831,925 $157M 0.23% -167,219 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: 733,096 shares; 2024Q4: 831,604 shares; 2025Q1: 821,822 shares; 2025Q2: 832,463 shares; 2025Q3: 859,833 shares; 2025Q4: 905,569 shares; 2026Q1: 759,659 shares 759,659 $151M 0.22% -145,910 Timeline AVUS 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: 900,665 shares; 2024Q4: 951,644 shares; 2025Q1: 1,040,407 shares; 2025Q2: 1,039,992 shares; 2025Q3: 891,527 shares; 2025Q4: 1,135,183 shares; 2026Q1: 1,338,377 shares 1,338,377 $149M 0.21% +203,194 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: 1,221,054 shares; 2024Q4: 1,150,702 shares; 2025Q1: 1,116,984 shares; 2025Q2: 476,973 shares; 2025Q3: 411,751 shares; 2025Q4: 321,820 shares; 2026Q1: 547,213 shares 547,213 $148M 0.21% +225,393 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: 182,496 shares; 2024Q4: 180,111 shares; 2025Q1: 159,587 shares; 2025Q2: 160,091 shares; 2025Q3: 180,861 shares; 2025Q4: 421,292 shares; 2026Q1: 411,332 shares 411,332 $146M 0.21% -9,960 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: 9,105 shares; 2024Q4: 8,797 shares; 2025Q1: 212 shares; 2025Q2: 235 shares; 2025Q3: 229 shares; 2025Q4: 236 shares; 2026Q1: 219 shares 219 $145M 0.21% -17 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: 296,601 shares; 2024Q4: 295,742 shares; 2025Q1: 312,499 shares; 2025Q2: 370,755 shares; 2025Q3: 344,563 shares; 2025Q4: 383,000 shares; 2026Q1: 351,692 shares 351,692 $145M 0.21% -31,308 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: 409,468 shares; 2024Q4: 390,843 shares; 2025Q1: 460,609 shares; 2025Q2: 477,608 shares; 2025Q3: 449,156 shares; 2025Q4: 569,069 shares; 2026Q1: 548,068 shares 548,068 $143M 0.2% -21,001 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,076 shares; 2024Q4: 296,401 shares; 2025Q1: 1,116,849 shares; 2025Q2: 1,475,190 shares; 2025Q3: 298,294 shares; 2025Q4: 2,233,994 shares; 2026Q1: 2,437,710 shares 2,437,710 $143M 0.2% +203,716 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,703 shares; 2024Q4: 107,628 shares; 2025Q1: 163,776 shares; 2025Q2: 186,357 shares; 2025Q3: 196,263 shares; 2025Q4: 212,920 shares; 2026Q1: 197,507 shares 197,507 $142M 0.2% -15,413 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: 150,865 shares; 2024Q4: 152,041 shares; 2025Q1: 146,103 shares; 2025Q2: 146,321 shares; 2025Q3: 147,720 shares; 2025Q4: 165,367 shares; 2026Q1: 169,542 shares 169,542 $142M 0.2% +4,175 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: 255,721 shares; 2024Q4: 254,481 shares; 2025Q1: 244,478 shares; 2025Q2: 239,454 shares; 2025Q3: 235,580 shares; 2025Q4: 240,736 shares; 2026Q1: 229,855 shares 229,855 $142M 0.2% -10,881 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: 422,455 shares; 2024Q4: 358,363 shares; 2025Q1: 392,382 shares; 2025Q2: 395,148 shares; 2025Q3: 345,286 shares; 2025Q4: 544,412 shares; 2026Q1: 494,879 shares 494,879 $140M 0.2% -49,533 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: 2,165,817 shares; 2024Q4: 2,752,703 shares; 2025Q1: 2,875,025 shares; 2025Q2: 2,899,446 shares; 2025Q3: 1,737,235 shares; 2025Q4: 2,977,975 shares; 2026Q1: 3,755,680 shares 3,755,680 $138M 0.2% +777,705 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,053,580 shares; 2024Q4: 1,046,664 shares; 2025Q1: 1,020,362 shares; 2025Q2: 856,665 shares; 2025Q3: 833,829 shares; 2025Q4: 783,506 shares; 2026Q1: 656,181 shares 656,181 $137M 0.2% -127,325 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,355,015 shares; 2024Q4: 2,109,020 shares; 2025Q1: 4,006,506 shares; 2025Q2: 1,759,969 shares; 2025Q3: 1,874,586 shares; 2025Q4: 2,001,397 shares; 2026Q1: 2,003,455 shares 2,003,455 $136M 0.19% +2,058 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: 727,391 shares; 2024Q4: 1,501,048 shares; 2025Q1: 1,520,314 shares; 2025Q2: 1,521,305 shares; 2025Q3: 1,208,797 shares; 2025Q4: 1,475,522 shares; 2026Q1: 804,278 shares 804,278 $136M 0.19% -671,244 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: 801,089 shares; 2024Q4: 932,700 shares; 2025Q1: 1,982,826 shares; 2025Q2: 927,151 shares; 2025Q3: 1,079,490 shares; 2025Q4: 1,527,634 shares; 2026Q1: 1,417,019 shares 1,417,019 $135M 0.19% -110,615 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 441,414 shares; 2024Q4: 438,310 shares; 2025Q1: 437,233 shares; 2025Q2: 432,273 shares; 2025Q3: 421,797 shares; 2025Q4: 421,047 shares; 2026Q1: 398,655 shares 398,655 $133M 0.19% -22,392 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 853,209 shares; 2024Q4: 965,791 shares; 2025Q1: 1,120,128 shares; 2025Q2: 1,053,453 shares; 2025Q3: 630,982 shares; 2025Q4: 1,277,169 shares; 2026Q1: 1,330,144 shares 1,330,144 $133M 0.19% +52,975 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,376,041 shares; 2024Q4: 2,402,996 shares; 2025Q1: 2,184,858 shares; 2025Q2: 2,157,560 shares; 2025Q3: 2,162,611 shares; 2025Q4: 2,384,944 shares; 2026Q1: 2,694,314 shares 2,694,314 $131M 0.19% +309,370 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: 263,186 shares; 2024Q4: 296,113 shares; 2025Q1: 326,017 shares; 2025Q2: 331,577 shares; 2025Q3: 302,657 shares; 2025Q4: 1,537,081 shares; 2026Q1: 1,248,556 shares 1,248,556 $130M 0.19% -288,525 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,587,793 shares; 2024Q4: 1,916,425 shares; 2025Q1: 2,564,688 shares; 2025Q2: 3,390,122 shares; 2025Q3: 3,633,241 shares; 2025Q4: 5,004,398 shares; 2026Q1: 4,639,926 shares 4,639,926 $129M 0.18% -364,472 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: 986,322 shares; 2024Q4: 935,425 shares; 2025Q1: 896,984 shares; 2025Q2: 767,416 shares; 2025Q3: 764,624 shares; 2025Q4: 724,532 shares; 2026Q1: 706,748 shares 706,748 $129M 0.18% -17,784 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: 482,696 shares; 2024Q4: 458,380 shares; 2025Q1: 453,834 shares; 2025Q2: 494,781 shares; 2025Q3: 497,575 shares; 2025Q4: 547,361 shares; 2026Q1: 635,431 shares 635,431 $128M 0.18% +88,070 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: 4,206,593 shares; 2024Q4: 4,195,265 shares; 2025Q1: 3,806,810 shares; 2025Q2: 3,517,346 shares; 2025Q3: 911,842 shares; 2025Q4: 3,321,149 shares; 2026Q1: 3,219,028 shares 3,219,028 $125M 0.18% -102,121 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: 374,374 shares; 2024Q4: 336,347 shares; 2025Q1: 989,544 shares; 2025Q2: 1,851,003 shares; 2025Q3: 548,438 shares; 2025Q4: 591,174 shares; 2026Q1: 500,181 shares 500,181 $123M 0.18% -90,993 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: 1,854,340 shares; 2024Q4: 1,857,846 shares; 2025Q1: 1,721,884 shares; 2025Q2: 1,733,000 shares; 2025Q3: 1,585,244 shares; 2025Q4: 1,739,180 shares; 2026Q1: 1,551,052 shares 1,551,052 $123M 0.18% -188,128 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: 781,333 shares; 2024Q4: 674,046 shares; 2025Q1: 643,600 shares; 2025Q2: 642,370 shares; 2025Q3: 647,608 shares; 2025Q4: 664,974 shares; 2026Q1: 643,262 shares 643,262 $123M 0.18% -21,712 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: 455,111 shares; 2024Q4: 407,682 shares; 2025Q1: 387,988 shares; 2025Q2: 387,858 shares; 2025Q3: 412,649 shares; 2025Q4: 512,339 shares; 2026Q1: 504,225 shares 504,225 $121M 0.17% -8,114 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,753,799 shares; 2024Q4: 2,685,879 shares; 2025Q1: 2,653,236 shares; 2025Q2: 2,614,554 shares; 2025Q3: 2,786,800 shares; 2025Q4: 349,585 shares; 2026Q1: 2,584,919 shares 2,584,919 $120M 0.17% +2,235,334 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: 937,689 shares; 2024Q4: 940,708 shares; 2025Q1: 875,313 shares; 2025Q2: 852,716 shares; 2025Q3: 630,167 shares; 2025Q4: 596,687 shares; 2026Q1: 527,980 shares 527,980 $118M 0.17% -68,707 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,216,860 shares; 2025Q4: 3,193,770 shares; 2026Q1: 2,803,345 shares 2,803,345 $118M 0.17% -390,425 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: 388,412 shares; 2024Q4: 378,513 shares; 2025Q1: 358,734 shares; 2025Q2: 354,162 shares; 2025Q3: 368,140 shares; 2025Q4: 360,399 shares; 2026Q1: 352,295 shares 352,295 $117M 0.17% -8,104 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,632,070 shares; 2024Q4: 1,584,822 shares; 2025Q1: 1,928,749 shares; 2025Q2: 1,725,750 shares; 2025Q3: 712,187 shares; 2025Q4: 1,706,230 shares; 2026Q1: 1,651,247 shares 1,651,247 $117M 0.17% -54,983 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,762,508 shares; 2024Q4: 1,678,029 shares; 2025Q1: 1,525,391 shares; 2025Q2: 1,323,043 shares; 2025Q3: 1,229,565 shares; 2025Q4: 1,286,250 shares; 2026Q1: 1,219,183 shares 1,219,183 $116M 0.17% -67,067 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,515 shares; 2024Q4: 34,158 shares; 2025Q1: 33,889 shares; 2025Q2: 35,514 shares; 2025Q3: 1,534,236 shares; 2025Q4: 1,657,788 shares; 2026Q1: 1,626,347 shares 1,626,347 $114M 0.16% -31,441 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: 958,556 shares; 2024Q4: 963,780 shares; 2025Q1: 977,139 shares; 2025Q2: 976,879 shares; 2025Q3: 944,818 shares; 2025Q4: 935,186 shares; 2026Q1: 862,405 shares 862,405 $113M 0.16% -72,781 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: 667,502 shares; 2024Q4: 608,529 shares; 2025Q1: 550,523 shares; 2025Q2: 498,105 shares; 2025Q3: 444,569 shares; 2025Q4: 524,541 shares; 2026Q1: 462,227 shares 462,227 $111M 0.16% -62,314 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,561,750 shares; 2024Q4: 1,510,553 shares; 2025Q1: 1,394,933 shares; 2025Q2: 1,469,579 shares; 2025Q3: 1,080,840 shares; 2025Q4: 1,627,002 shares; 2026Q1: 1,567,158 shares 1,567,158 $110M 0.16% -59,844 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: 390,193 shares; 2024Q4: 389,395 shares; 2025Q1: 363,160 shares; 2025Q2: 358,838 shares; 2025Q3: 329,209 shares; 2025Q4: 358,395 shares; 2026Q1: 320,668 shares 320,668 $109M 0.16% -37,727 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: 10,655 shares; 2024Q4: 31,850 shares; 2025Q1: 26,141 shares; 2025Q2: 25,339 shares; 2025Q3: 23,967 shares; 2025Q4: 27,345 shares; 2026Q1: 25,622 shares 25,622 $108M 0.15% -1,723 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: 278,940 shares; 2024Q4: 255,849 shares; 2025Q1: 238,094 shares; 2025Q2: 212,509 shares; 2025Q3: 687,917 shares; 2025Q4: 730,203 shares; 2026Q1: 723,858 shares 723,858 $107M 0.15% -6,345 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: 434,842 shares; 2024Q4: 293,044 shares; 2025Q1: 295,839 shares; 2025Q2: 485,961 shares; 2025Q3: 239,441 shares; 2025Q4: 282,086 shares; 2026Q1: 316,316 shares 316,316 $106M 0.15% +34,230 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: 371,160 shares; 2024Q4: 282,254 shares; 2025Q1: 601,161 shares; 2025Q2: 1,331,204 shares; 2025Q3: 1,269,687 shares; 2025Q4: 1,550,547 shares; 2026Q1: 1,491,545 shares 1,491,545 $106M 0.15% -59,002 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: 503,777 shares; 2024Q4: 432,785 shares; 2025Q1: 426,699 shares; 2025Q2: 477,052 shares; 2025Q3: 767,573 shares; 2025Q4: 781,591 shares; 2026Q1: 793,582 shares 793,582 $106M 0.15% +11,991 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374,919 shares; 2024Q4: 356,252 shares; 2025Q1: 347,261 shares; 2025Q2: 344,221 shares; 2025Q3: 30,551 shares; 2025Q4: 341,874 shares; 2026Q1: 348,089 shares 348,089 $106M 0.15% +6,215 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: 595,597 shares; 2024Q4: 966,530 shares; 2025Q1: 769,666 shares; 2025Q2: 451,252 shares; 2025Q3: 428,575 shares; 2025Q4: 425,518 shares; 2026Q1: 331,785 shares 331,785 $105M 0.15% -93,733 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: 283,472 shares; 2024Q4: 272,620 shares; 2025Q1: 209,714 shares; 2025Q2: 202,874 shares; 2025Q3: 184,741 shares; 2025Q4: 194,326 shares; 2026Q1: 174,147 shares 174,147 $104M 0.15% -20,179 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,270,526 shares; 2024Q4: 3,128,150 shares; 2025Q1: 2,868,657 shares; 2025Q2: 2,601,877 shares; 2025Q3: 2,340,733 shares; 2025Q4: 214,815 shares; 2026Q1: 2,097,119 shares 2,097,119 $103M 0.15% +1,882,304 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: 353,280 shares; 2024Q4: 285,464 shares; 2025Q1: 282,195 shares; 2025Q2: 255,015 shares; 2025Q3: 1,026,365 shares; 2025Q4: 1,012,262 shares; 2026Q1: 907,508 shares 907,508 $99.4M 0.14% -104,754 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: 115,644 shares; 2025Q1: 110,198 shares; 2025Q2: 106,917 shares; 2025Q3: 103,782 shares; 2025Q4: 115,862 shares; 2026Q1: 102,883 shares 102,883 $98.8M 0.14% -12,979 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: 1,407,131 shares; 2024Q4: 1,436,308 shares; 2025Q1: 1,100,059 shares; 2025Q2: 2,407,544 shares; 2025Q3: 2,740,097 shares; 2025Q4: 2,711,645 shares; 2026Q1: 2,741,683 shares 2,741,683 $94.8M 0.14% +30,038 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: 699,383 shares; 2024Q4: 671,287 shares; 2025Q1: 648,813 shares; 2025Q2: 645,339 shares; 2025Q3: 636,749 shares; 2025Q4: 579,524 shares; 2026Q1: 546,827 shares 546,827 $94M 0.13% -32,697 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,015,042 shares; 2024Q4: 3,819,264 shares; 2025Q1: 3,589,812 shares; 2025Q2: 3,343,785 shares; 2025Q3: 3,156,286 shares; 2025Q4: 2,601,517 shares; 2026Q1: 2,791,449 shares 2,791,449 $94M 0.13% +189,932 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,302,253 shares; 2024Q4: 3,328,164 shares; 2025Q1: 3,151,361 shares; 2025Q2: 3,231,757 shares; 2025Q3: 3,492,187 shares; 2025Q4: 4,891,403 shares; 2026Q1: 2,329,960 shares 2,329,960 $94M 0.13% -2,561,443 Timeline JMBS 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: 1,141,803 shares; 2024Q4: 1,442,028 shares; 2025Q1: 1,384,951 shares; 2025Q2: 1,466,571 shares; 2025Q3: 1,800,784 shares; 2025Q4: 630,530 shares; 2026Q1: 2,106,756 shares 2,106,756 $93.4M 0.13% +1,476,226 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: 570,392 shares; 2024Q4: 495,368 shares; 2025Q1: 484,909 shares; 2025Q2: 490,590 shares; 2025Q3: 520,398 shares; 2025Q4: 541,896 shares; 2026Q1: 564,895 shares 564,895 $92.8M 0.13% +22,999 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: 83,462 shares; 2024Q4: 82,964 shares; 2025Q1: 77,751 shares; 2025Q2: 648,927 shares; 2025Q3: 491,778 shares; 2025Q4: 499,783 shares; 2026Q1: 506,039 shares 506,039 $92.1M 0.13% +6,256 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: 770,767 shares; 2024Q4: 687,472 shares; 2025Q1: 671,019 shares; 2025Q2: 816,850 shares; 2025Q3: 788,848 shares; 2025Q4: 848,000 shares; 2026Q1: 864,554 shares 864,554 $91.8M 0.13% +16,554 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,168 shares; 2024Q4: 5,522 shares; 2025Q1: 416,323 shares; 2025Q2: 431,767 shares; 2025Q3: 421,654 shares; 2025Q4: 417,284 shares; 2026Q1: 420,219 shares 420,219 $88.9M 0.13% +2,935 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: 987,094 shares; 2024Q4: 1,139,659 shares; 2025Q1: 1,125,764 shares; 2025Q2: 1,110,314 shares; 2025Q3: 1,015,189 shares; 2025Q4: 1,113,400 shares; 2026Q1: 1,008,565 shares 1,008,565 $88.8M 0.13% -104,835 Timeline GBIL 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: 794,986 shares; 2024Q4: 779,759 shares; 2025Q1: 1,017,381 shares; 2025Q2: 933,824 shares; 2025Q3: 878,694 shares; 2025Q4: 862,645 shares; 2026Q1: 882,223 shares 882,223 $88.4M 0.13% +19,578 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268,280 shares; 2024Q4: 263,212 shares; 2025Q1: 238,844 shares; 2025Q2: 244,591 shares; 2025Q3: 239,987 shares; 2025Q4: 224,383 shares; 2026Q1: 213,352 shares 213,352 $87M 0.12% -11,031 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: 631,640 shares; 2024Q4: 632,803 shares; 2025Q1: 597,052 shares; 2025Q2: 596,101 shares; 2025Q3: 571,705 shares; 2025Q4: 601,849 shares; 2026Q1: 619,389 shares 619,389 $86.1M 0.12% +17,540 Timeline VGLT 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: 444,176 shares; 2024Q4: 557,961 shares; 2025Q1: 763,443 shares; 2025Q2: 1,024,529 shares; 2025Q3: 1,213,223 shares; 2025Q4: 1,303,208 shares; 2026Q1: 1,547,264 shares 1,547,264 $85.6M 0.12% +244,056 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: 675,238 shares; 2024Q4: 640,716 shares; 2025Q1: 563,266 shares; 2025Q2: 604,423 shares; 2025Q3: 648,048 shares; 2025Q4: 691,286 shares; 2026Q1: 655,991 shares 655,991 $83.8M 0.12% -35,295 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: 508,810 shares; 2024Q4: 502,000 shares; 2025Q1: 457,608 shares; 2025Q2: 448,060 shares; 2025Q3: 399,457 shares; 2025Q4: 422,378 shares; 2026Q1: 408,761 shares 408,761 $83.3M 0.12% -13,617 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 813,134 shares; 2024Q4: 314,115 shares; 2025Q1: 802,848 shares; 2025Q2: 455,418 shares; 2025Q3: 446,435 shares; 2025Q4: 783,408 shares; 2026Q1: 818,409 shares 818,409 $83.3M 0.12% +35,001 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,486,911 shares; 2024Q4: 1,342,497 shares; 2025Q1: 920,034 shares; 2025Q2: 755,193 shares; 2025Q3: 825,616 shares; 2025Q4: 879,513 shares; 2026Q1: 856,830 shares 856,830 $83.1M 0.12% -22,683 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: 258,415 shares; 2024Q4: 246,035 shares; 2025Q1: 255,410 shares; 2025Q2: 217,593 shares; 2025Q3: 222,651 shares; 2025Q4: 224,117 shares; 2026Q1: 226,096 shares 226,096 $83M 0.12% +1,979 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 890,673 shares; 2024Q4: 881,460 shares; 2025Q1: 903,142 shares; 2025Q2: 1,044,887 shares; 2025Q3: 757,229 shares; 2025Q4: 1,030,928 shares; 2026Q1: 1,025,958 shares 1,025,958 $82.6M 0.12% -4,970 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: 714,239 shares; 2024Q4: 672,250 shares; 2025Q1: 642,016 shares; 2025Q2: 612,431 shares; 2025Q3: 483,567 shares; 2025Q4: 619,782 shares; 2026Q1: 641,288 shares 641,288 $82.4M 0.12% +21,506 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,316,464 shares; 2024Q4: 2,280,769 shares; 2025Q1: 2,343,221 shares; 2025Q2: 2,397,835 shares; 2025Q3: 2,339,043 shares; 2025Q4: 2,286,361 shares; 2026Q1: 2,271,259 shares 2,271,259 $80.5M 0.12% -15,102 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: 341,464 shares; 2024Q4: 300,189 shares; 2025Q1: 316,646 shares; 2025Q2: 340,251 shares; 2025Q3: 340,237 shares; 2025Q4: 447,339 shares; 2026Q1: 548,683 shares 548,683 $79.8M 0.11% +101,344 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: 15,472 shares; 2024Q4: 43,455 shares; 2025Q1: 70,339 shares; 2025Q2: 68,729 shares; 2025Q3: 67,818 shares; 2025Q4: 69,286 shares; 2026Q1: 68,198 shares 68,198 $78.9M 0.11% -1,088 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: 484,358 shares; 2024Q4: 487,013 shares; 2025Q1: 477,710 shares; 2025Q2: 451,280 shares; 2025Q3: 418,445 shares; 2025Q4: 440,833 shares; 2026Q1: 417,509 shares 417,509 $78.2M 0.11% -23,324 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 452,138 shares; 2024Q4: 241,097 shares; 2025Q1: 286,973 shares; 2025Q2: 365,192 shares; 2025Q3: 954,854 shares; 2025Q4: 893,752 shares; 2026Q1: 1,715,275 shares 1,715,275 $78.1M 0.11% +821,523 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: 385,663 shares; 2024Q4: 340,016 shares; 2025Q1: 502,818 shares; 2025Q2: 491,067 shares; 2025Q3: 659,046 shares; 2025Q4: 1,621,611 shares; 2026Q1: 1,693,142 shares 1,693,142 $77.3M 0.11% +71,531 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: 80,878 shares; 2024Q4: 71,658 shares; 2025Q1: 66,958 shares; 2025Q2: 70,378 shares; 2025Q3: 84,216 shares; 2025Q4: 116,863 shares; 2026Q1: 114,250 shares 114,250 $76.9M 0.11% -2,613 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: 147,363 shares; 2024Q4: 139,324 shares; 2025Q1: 397,180 shares; 2025Q2: 232,004 shares; 2025Q3: 205,677 shares; 2025Q4: 261,477 shares; 2026Q1: 242,597 shares 242,597 $76.1M 0.11% -18,880 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: 292,522 shares; 2024Q4: 264,067 shares; 2025Q1: 248,887 shares; 2025Q2: 215,035 shares; 2025Q3: 202,901 shares; 2025Q4: 234,061 shares; 2026Q1: 383,477 shares 383,477 $76.1M 0.11% +149,416 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: 325,381 shares; 2024Q4: 264,970 shares; 2025Q1: 542,678 shares; 2025Q2: 264,531 shares; 2025Q3: 349,717 shares; 2025Q4: 470,384 shares; 2026Q1: 532,581 shares 532,581 $76.1M 0.11% +62,197 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: 635,680 shares; 2024Q4: 837,432 shares; 2025Q1: 807,304 shares; 2025Q2: 754,224 shares; 2025Q3: 708,344 shares; 2025Q4: 768,717 shares; 2026Q1: 805,140 shares 805,140 $75.3M 0.11% +36,423 Timeline NRP NATURAL RESOURCE PARTNERS LP More: the full row for NATURAL RESOURCE PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 621,478 shares; 2025Q3: 620,972 shares; 2025Q4: 620,972 shares; 2026Q1: 613,072 shares 613,072 $74.2M 0.11% -7,900 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: 176,761 shares; 2024Q4: 140,913 shares; 2025Q1: 220,963 shares; 2025Q2: 198,986 shares; 2025Q3: 322,615 shares; 2025Q4: 351,343 shares; 2026Q1: 339,841 shares 339,841 $73.5M 0.11% -11,502 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: 433,927 shares; 2024Q4: 370,642 shares; 2025Q1: 352,232 shares; 2025Q2: 292,732 shares; 2025Q3: 269,980 shares; 2025Q4: 312,238 shares; 2026Q1: 311,372 shares 311,372 $73.2M 0.1% -866 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: 488,728 shares; 2024Q4: 473,218 shares; 2025Q1: 249,988 shares; 2025Q2: 441,435 shares; 2025Q3: 283,869 shares; 2025Q4: 318,619 shares; 2026Q1: 317,498 shares 317,498 $72.3M 0.1% -1,121 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: 3,122,621 shares; 2024Q4: 2,637,707 shares; 2025Q1: 2,234,363 shares; 2025Q2: 2,054,574 shares; 2025Q3: 2,914,435 shares; 2025Q4: 2,829,723 shares; 2026Q1: 2,558,429 shares 2,558,429 $71.5M 0.1% -271,294 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,586,148 shares; 2024Q4: 2,382,326 shares; 2025Q1: 2,342,154 shares; 2025Q2: 2,447,866 shares; 2025Q3: 2,375,774 shares; 2025Q4: 2,410,532 shares; 2026Q1: 2,473,310 shares 2,473,310 $71.5M 0.1% +62,778 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: 416,669 shares; 2024Q4: 409,473 shares; 2025Q1: 336,735 shares; 2025Q2: 311,724 shares; 2025Q3: 289,618 shares; 2025Q4: 255,464 shares; 2026Q1: 246,057 shares 246,057 $71.1M 0.1% -9,407 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,210 shares; 2025Q3: 1,216,742 shares; 2025Q4: 1,176,963 shares; 2026Q1: 1,034,009 shares 1,034,009 $70.6M 0.1% -142,954 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: 449,884 shares; 2024Q4: 467,474 shares; 2025Q1: 479,867 shares; 2025Q2: 468,624 shares; 2025Q3: 441,900 shares; 2025Q4: 524,574 shares; 2026Q1: 627,045 shares 627,045 $70.3M 0.1% +102,471 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: 589,110 shares; 2024Q4: 562,360 shares; 2025Q1: 531,097 shares; 2025Q2: 534,775 shares; 2025Q3: 715,264 shares; 2025Q4: 1,123,381 shares; 2026Q1: 975,242 shares 975,242 $69.9M 0.1% -148,139 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: 407,401 shares; 2024Q4: 328,793 shares; 2025Q1: 275,109 shares; 2025Q2: 271,079 shares; 2025Q3: 253,648 shares; 2025Q4: 268,809 shares; 2026Q1: 334,767 shares 334,767 $69.6M 0.1% +65,958 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: 540,048 shares; 2024Q4: 156,477 shares; 2025Q1: 194,123 shares; 2025Q2: 229,570 shares; 2025Q3: 261,173 shares; 2025Q4: 353,947 shares; 2026Q1: 443,651 shares 443,651 $68.9M 0.1% +89,704 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: 306,354 shares; 2024Q4: 125,450 shares; 2025Q1: 120,504 shares; 2025Q2: 117,474 shares; 2025Q3: 116,177 shares; 2025Q4: 114,625 shares; 2026Q1: 122,006 shares 122,006 $68.5M 0.1% +7,381 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: 448,102 shares; 2024Q4: 927,590 shares; 2025Q1: 860,705 shares; 2025Q2: 823,580 shares; 2025Q3: 787,242 shares; 2025Q4: 811,295 shares; 2026Q1: 742,114 shares 742,114 $68.4M 0.1% -69,181 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: 872,706 shares; 2024Q4: 826,379 shares; 2025Q1: 833,865 shares; 2025Q2: 855,631 shares; 2025Q3: 597,280 shares; 2025Q4: 613,491 shares; 2026Q1: 436,566 shares 436,566 $68.3M 0.1% -176,925 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: 221,107 shares; 2024Q4: 218,698 shares; 2025Q1: 200,366 shares; 2025Q2: 193,643 shares; 2025Q3: 183,401 shares; 2025Q4: 203,162 shares; 2026Q1: 208,938 shares 208,938 $68.2M 0.1% +5,776 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: 61,495 shares; 2024Q4: 61,437 shares; 2025Q1: 60,507 shares; 2025Q2: 827,555 shares; 2025Q3: 1,076,732 shares; 2025Q4: 1,149,906 shares; 2026Q1: 737,626 shares 737,626 $67.9M 0.1% -412,280 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: 723,238 shares; 2024Q4: 726,315 shares; 2025Q1: 579,255 shares; 2025Q2: 588,951 shares; 2025Q3: 547,325 shares; 2025Q4: 536,286 shares; 2026Q1: 540,281 shares 540,281 $67.4M 0.1% +3,995 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: 579,792 shares; 2024Q4: 541,528 shares; 2025Q1: 463,080 shares; 2025Q2: 452,823 shares; 2025Q3: 458,540 shares; 2025Q4: 479,904 shares; 2026Q1: 440,526 shares 440,526 $67.2M 0.1% -39,378 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: 356,271 shares; 2024Q4: 385,600 shares; 2025Q1: 540,854 shares; 2025Q2: 592,072 shares; 2025Q3: 629,686 shares; 2025Q4: 676,785 shares; 2026Q1: 528,530 shares 528,530 $66.4M 0.1% -148,255 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: 141,986 shares; 2024Q4: 134,523 shares; 2025Q1: 124,646 shares; 2025Q2: 114,202 shares; 2025Q3: 92,749 shares; 2025Q4: 220,167 shares; 2026Q1: 219,002 shares 219,002 $65.6M 0.09% -1,165 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: 683,302 shares; 2024Q4: 762,453 shares; 2025Q1: 558,585 shares; 2025Q2: 517,876 shares; 2025Q3: 434,245 shares; 2025Q4: 1,125,967 shares; 2026Q1: 1,168,470 shares 1,168,470 $65.4M 0.09% +42,503 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,476 shares; 2024Q4: 437,171 shares; 2025Q1: 408,695 shares; 2025Q2: 430,647 shares; 2025Q3: 455,784 shares; 2025Q4: 466,796 shares; 2026Q1: 397,021 shares 397,021 $64.8M 0.09% -69,775 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: 1,308,119 shares; 2024Q4: 632,823 shares; 2025Q1: 659,892 shares; 2025Q2: 635,288 shares; 2025Q3: 613,117 shares; 2025Q4: 615,758 shares; 2026Q1: 246,559 shares 246,559 $63.9M 0.09% -369,199 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,855,792 shares; 2024Q4: 1,577,771 shares; 2025Q1: 1,350,741 shares; 2025Q2: 1,375,357 shares; 2025Q3: 1,374,146 shares; 2025Q4: 1,263,872 shares; 2026Q1: 1,311,424 shares 1,311,424 $63.7M 0.09% +47,552 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: 1,769,067 shares; 2024Q4: 1,649,981 shares; 2025Q1: 1,386,753 shares; 2025Q2: 1,303,983 shares; 2025Q3: 1,043,927 shares; 2025Q4: 760,732 shares; 2026Q1: 535,672 shares 535,672 $63.1M 0.09% -225,060 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: 108,896 shares; 2024Q4: 114,661 shares; 2025Q1: 110,255 shares; 2025Q2: 109,433 shares; 2025Q3: 86,081 shares; 2025Q4: 101,251 shares; 2026Q1: 183,349 shares 183,349 $62.4M 0.09% +82,098 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: 137,575 shares; 2024Q4: 134,846 shares; 2025Q1: 251,828 shares; 2025Q2: 1,015,653 shares; 2025Q3: 292,284 shares; 2025Q4: 341,744 shares; 2026Q1: 337,771 shares 337,771 $62.3M 0.09% -3,973 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: 2,301,556 shares; 2024Q4: 2,061,668 shares; 2025Q1: 2,292,752 shares; 2025Q2: 4,312,887 shares; 2025Q3: 2,087,263 shares; 2025Q4: 1,500,352 shares; 2026Q1: 1,084,107 shares 1,084,107 $62.3M 0.09% -416,245 Timeline VOOV 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: 419,139 shares; 2024Q4: 415,514 shares; 2025Q1: 403,154 shares; 2025Q2: 398,536 shares; 2025Q3: 384,109 shares; 2025Q4: 369,865 shares; 2026Q1: 305,202 shares 305,202 $62.2M 0.09% -64,663 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: 74,378 shares; 2024Q4: 71,026 shares; 2025Q1: 70,264 shares; 2025Q2: 71,410 shares; 2025Q3: 73,706 shares; 2025Q4: 47,080 shares; 2026Q1: 104,539 shares 104,539 $61.5M 0.09% +57,459 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: 169,201 shares; 2024Q4: 144,843 shares; 2025Q1: 283,100 shares; 2025Q2: 135,537 shares; 2025Q3: 144,429 shares; 2025Q4: 176,483 shares; 2026Q1: 179,474 shares 179,474 $61.3M 0.09% +2,991 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: 56,622 shares; 2024Q4: 56,322 shares; 2025Q1: 53,107 shares; 2025Q2: 56,086 shares; 2025Q3: 55,419 shares; 2025Q4: 70,869 shares; 2026Q1: 70,745 shares 70,745 $60.9M 0.09% -124 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 8,988 shares; 2025Q1: 9,384 shares; 2025Q2: 9,275 shares; 2025Q3: 8,980 shares; 2025Q4: 9,116 shares; 2026Q1: 9,124 shares 9,124 $60.1M 0.09% +8 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,171 shares; 2024Q4: 33,231 shares; 2025Q1: 18,902 shares; 2025Q2: 45,638 shares; 2025Q3: 3,232,753 shares; 2025Q4: 2,998,446 shares; 2026Q1: 2,525,700 shares 2,525,700 $59.8M 0.09% -472,746 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: 140,514 shares; 2024Q4: 130,678 shares; 2025Q1: 202,453 shares; 2025Q2: 200,646 shares; 2025Q3: 1,132,785 shares; 2025Q4: 1,319,880 shares; 2026Q1: 1,273,662 shares 1,273,662 $59.7M 0.09% -46,218 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: 36,013 shares; 2024Q4: 31,574 shares; 2025Q1: 32,706 shares; 2025Q2: 32,386 shares; 2025Q3: 31,431 shares; 2025Q4: 37,205 shares; 2026Q1: 40,994 shares 40,994 $59.7M 0.09% +3,789 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: 301,251 shares; 2024Q4: 256,804 shares; 2025Q1: 251,560 shares; 2025Q2: 224,443 shares; 2025Q3: 222,740 shares; 2025Q4: 235,035 shares; 2026Q1: 240,620 shares 240,620 $59.4M 0.09% +5,585 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 82,211 shares; 2025Q2: 521,618 shares; 2025Q3: 622,961 shares; 2025Q4: 1,100,388 shares; 2026Q1: 1,252,442 shares 1,252,442 $58.1M 0.08% +152,054 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324,500 shares; 2024Q4: 405,903 shares; 2025Q1: 414,458 shares; 2025Q2: 439,274 shares; 2025Q3: 459,792 shares; 2025Q4: 386,247 shares; 2026Q1: 612,593 shares 612,593 $57.6M 0.08% +226,346 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: 972,505 shares; 2024Q4: 793,915 shares; 2025Q1: 759,891 shares; 2025Q2: 730,449 shares; 2025Q3: 692,044 shares; 2025Q4: 725,683 shares; 2026Q1: 663,929 shares 663,929 $57.3M 0.08% -61,754 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 648,305 shares; 2024Q4: 602,385 shares; 2025Q1: 903,195 shares; 2025Q2: 938,475 shares; 2025Q3: 987,312 shares; 2025Q4: 1,025,495 shares; 2026Q1: 1,033,446 shares 1,033,446 $57.3M 0.08% +7,951 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,886 shares; 2024Q4: 347,683 shares; 2025Q1: 348,038 shares; 2025Q2: 330,414 shares; 2025Q3: 336,215 shares; 2025Q4: 340,230 shares; 2026Q1: 321,600 shares 321,600 $57.2M 0.08% -18,630 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,393,854 shares; 2024Q4: 4,859,368 shares; 2025Q1: 4,200,534 shares; 2025Q2: 1,530,063 shares; 2025Q3: 6,087,053 shares; 2025Q4: 5,217,576 shares; 2026Q1: 4,527,780 shares 4,527,780 $56.6M 0.08% -689,796 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: 591,055 shares; 2024Q4: 400,485 shares; 2025Q1: 401,545 shares; 2025Q2: 536,380 shares; 2025Q3: 260,495 shares; 2025Q4: 529,757 shares; 2026Q1: 532,605 shares 532,605 $56.1M 0.08% +2,848 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: 2,140,733 shares; 2024Q4: 2,175,806 shares; 2025Q1: 1,964,910 shares; 2025Q2: 1,709,565 shares; 2025Q3: 463,729 shares; 2025Q4: 1,686,644 shares; 2026Q1: 1,646,838 shares 1,646,838 $55.8M 0.08% -39,806 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,754 shares; 2024Q4: 34,157 shares; 2025Q1: 27,492 shares; 2025Q2: 24,114 shares; 2025Q3: 7,351 shares; 2025Q4: 133,738 shares; 2026Q1: 271,782 shares 271,782 $55M 0.08% +138,044 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: 2,833,442 shares; 2024Q4: 2,817,468 shares; 2025Q1: 2,274,433 shares; 2025Q2: 2,099,270 shares; 2025Q3: 1,776,271 shares; 2025Q4: 1,743,683 shares; 2026Q1: 1,947,599 shares 1,947,599 $54.8M 0.08% +203,916 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,964 shares; 2024Q4: 19,556 shares; 2025Q1: 13,205 shares; 2025Q2: 19,030 shares; 2025Q3: 130,308 shares; 2025Q4: 144,579 shares; 2026Q1: 137,918 shares 137,918 $54.7M 0.08% -6,661 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: 134,636 shares; 2024Q4: 125,562 shares; 2025Q1: 125,744 shares; 2025Q2: 131,779 shares; 2025Q3: 135,289 shares; 2025Q4: 144,983 shares; 2026Q1: 125,726 shares 125,726 $54.1M 0.08% -19,257 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: 237,723 shares; 2024Q4: 243,377 shares; 2025Q1: 238,306 shares; 2025Q2: 242,666 shares; 2025Q3: 239,130 shares; 2025Q4: 250,249 shares; 2026Q1: 256,854 shares 256,854 $53.2M 0.08% +6,605 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,878 shares; 2024Q4: 6,057 shares; 2025Q1: 6,169 shares; 2025Q2: 6,212 shares; 2025Q3: 427,472 shares; 2025Q4: 414,991 shares; 2026Q1: 411,836 shares 411,836 $52.8M 0.08% -3,155 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,022 shares; 2024Q4: 279,381 shares; 2025Q1: 411,069 shares; 2025Q2: 526,738 shares; 2025Q3: 615,598 shares; 2025Q4: 1,061,750 shares; 2026Q1: 1,332,420 shares 1,332,420 $52.8M 0.08% +270,670 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,052 shares; 2024Q4: 157,818 shares; 2025Q1: 143,508 shares; 2025Q2: 150,033 shares; 2025Q3: 156,053 shares; 2025Q4: 145,405 shares; 2026Q1: 143,216 shares 143,216 $52M 0.07% -2,189 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: 329,249 shares; 2024Q4: 323,655 shares; 2025Q1: 267,358 shares; 2025Q2: 281,685 shares; 2025Q3: 584,785 shares; 2025Q4: not reported; 2026Q1: 89,858 shares 89,858 $52M 0.07% new Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,065,634 shares; 2025Q4: 2,102,108 shares; 2026Q1: 1,899,112 shares 1,899,112 $51.9M 0.07% -202,996 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 840,880 shares; 2024Q4: 830,201 shares; 2025Q1: 858,447 shares; 2025Q2: 706,996 shares; 2025Q3: 690,549 shares; 2025Q4: 650,551 shares; 2026Q1: 649,535 shares 649,535 $51.4M 0.07% -1,016 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,186 shares; 2024Q4: 136,535 shares; 2025Q1: 130,518 shares; 2025Q2: 188,751 shares; 2025Q3: 352,449 shares; 2025Q4: 431,688 shares; 2026Q1: 248,040 shares 248,040 $51M 0.07% -183,648 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: 638,852 shares; 2024Q4: 631,367 shares; 2025Q1: 554,688 shares; 2025Q2: 531,668 shares; 2025Q3: 526,360 shares; 2025Q4: 543,892 shares; 2026Q1: 461,778 shares 461,778 $50.6M 0.07% -82,114 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,210 shares; 2024Q4: 19,456 shares; 2025Q1: 16,934 shares; 2025Q2: 14,778 shares; 2025Q3: 262,678 shares; 2025Q4: 268,765 shares; 2026Q1: 275,034 shares 275,034 $50.6M 0.07% +6,269 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: 1,759,313 shares; 2024Q4: 1,276,903 shares; 2025Q1: 1,079,663 shares; 2025Q2: 1,148,591 shares; 2025Q3: 949,399 shares; 2025Q4: 1,114,483 shares; 2026Q1: 1,134,624 shares 1,134,624 $49.9M 0.07% +20,141 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: 207,026 shares; 2024Q4: 172,000 shares; 2025Q1: 139,507 shares; 2025Q2: 69,851 shares; 2025Q3: 68,243 shares; 2025Q4: 77,515 shares; 2026Q1: 73,553 shares 73,553 $49.7M 0.07% -3,962 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 646,946 shares; 2024Q4: 625,852 shares; 2025Q1: 582,193 shares; 2025Q2: 555,082 shares; 2025Q3: 446,883 shares; 2025Q4: 516,938 shares; 2026Q1: 509,986 shares 509,986 $49.4M 0.07% -6,952 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 910,048 shares; 2024Q4: 901,317 shares; 2025Q1: 952,063 shares; 2025Q2: 116,562 shares; 2025Q3: 1,474,214 shares; 2025Q4: 1,484,797 shares; 2026Q1: 1,500,199 shares 1,500,199 $49.2M 0.07% +15,402 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,482 shares; 2024Q4: 293,899 shares; 2025Q1: 291,779 shares; 2025Q2: 360,438 shares; 2025Q3: 371,962 shares; 2025Q4: 369,198 shares; 2026Q1: 304,414 shares 304,414 $48.8M 0.07% -64,784 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,387,134 shares; 2024Q4: 167,448 shares; 2025Q1: 260,378 shares; 2025Q2: 318,057 shares; 2025Q3: 376,065 shares; 2025Q4: 714,692 shares; 2026Q1: 1,032,176 shares 1,032,176 $48.6M 0.07% +317,484 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,004 shares; 2024Q4: 132,694 shares; 2025Q1: 99,395 shares; 2025Q2: 94,771 shares; 2025Q3: 65,895 shares; 2025Q4: 62,727 shares; 2026Q1: 144,107 shares 144,107 $48.5M 0.07% +81,380 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: 651,992 shares; 2024Q4: 619,139 shares; 2025Q1: 611,582 shares; 2025Q2: 959,017 shares; 2025Q3: 564,030 shares; 2025Q4: 601,950 shares; 2026Q1: 560,236 shares 560,236 $48.2M 0.07% -41,714 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 477,216 shares; 2024Q4: 439,771 shares; 2025Q1: 392,840 shares; 2025Q2: 327,037 shares; 2025Q3: 324,843 shares; 2025Q4: 352,535 shares; 2026Q1: 342,161 shares 342,161 $46.9M 0.07% -10,374 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: 443,477 shares; 2024Q4: 435,961 shares; 2025Q1: 884,422 shares; 2025Q2: 421,731 shares; 2025Q3: 374,678 shares; 2025Q4: 579,400 shares; 2026Q1: 488,467 shares 488,467 $46.8M 0.07% -90,933 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 421,307 shares; 2024Q4: 374,079 shares; 2025Q1: 372,652 shares; 2025Q2: 364,581 shares; 2025Q3: 405,321 shares; 2025Q4: 358,907 shares; 2026Q1: 356,915 shares 356,915 $46.6M 0.07% -1,992 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,269,199 shares; 2025Q1: 3,424,113 shares; 2025Q2: 3,312,008 shares; 2025Q3: 2,471,618 shares; 2025Q4: 2,034,505 shares; 2026Q1: 1,900,978 shares 1,900,978 $46.4M 0.07% -133,527 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: 92,723 shares; 2024Q4: 93,568 shares; 2025Q1: 97,518 shares; 2025Q2: 93,113 shares; 2025Q3: 127,587 shares; 2025Q4: 153,055 shares; 2026Q1: 157,641 shares 157,641 $46.4M 0.07% +4,586 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: 882,535 shares; 2024Q4: 764,353 shares; 2025Q1: 1,059,060 shares; 2025Q2: 3,240,329 shares; 2025Q3: 823,306 shares; 2025Q4: 859,387 shares; 2026Q1: 813,072 shares 813,072 $46.1M 0.07% -46,315 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: 141,046 shares; 2024Q4: 132,990 shares; 2025Q1: 140,000 shares; 2025Q2: 132,066 shares; 2025Q3: 130,181 shares; 2025Q4: 139,294 shares; 2026Q1: 143,723 shares 143,723 $46M 0.07% +4,429 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: 113,607 shares; 2024Q4: 388,595 shares; 2025Q1: 371,557 shares; 2025Q2: 700,970 shares; 2025Q3: 601,703 shares; 2025Q4: 627,063 shares; 2026Q1: 988,345 shares 988,345 $45.8M 0.07% +361,282 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,661 shares; 2024Q4: 139,686 shares; 2025Q1: 137,061 shares; 2025Q2: 138,506 shares; 2025Q3: 144,532 shares; 2025Q4: 143,644 shares; 2026Q1: 166,382 shares 166,382 $45.6M 0.07% +22,738 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 533,997 shares; 2024Q4: 695,881 shares; 2025Q1: 918,721 shares; 2025Q2: 893,195 shares; 2025Q3: 372,300 shares; 2025Q4: 893,211 shares; 2026Q1: 883,843 shares 883,843 $45.1M 0.06% -9,368 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,168 shares; 2024Q4: 256,769 shares; 2025Q1: 230,105 shares; 2025Q2: 221,792 shares; 2025Q3: 222,858 shares; 2025Q4: 215,525 shares; 2026Q1: 235,296 shares 235,296 $44.6M 0.06% +19,771 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: 120,096 shares; 2024Q4: 120,500 shares; 2025Q1: 96,616 shares; 2025Q2: 95,182 shares; 2025Q3: 95,160 shares; 2025Q4: 109,246 shares; 2026Q1: 124,102 shares 124,102 $44.1M 0.06% +14,856 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: 139,006 shares; 2024Q4: 124,059 shares; 2025Q1: 99,591 shares; 2025Q2: 91,895 shares; 2025Q3: 92,398 shares; 2025Q4: 90,768 shares; 2026Q1: 122,004 shares 122,004 $43.7M 0.06% +31,236 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: 1,489,037 shares; 2024Q4: 1,504,922 shares; 2025Q1: 1,482,073 shares; 2025Q2: 1,443,877 shares; 2025Q3: 14,683 shares; 2025Q4: 1,393,804 shares; 2026Q1: 1,349,275 shares 1,349,275 $43.5M 0.06% -44,529 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440,880 shares; 2024Q4: 429,226 shares; 2025Q1: 427,169 shares; 2025Q2: 399,699 shares; 2025Q3: 381,931 shares; 2025Q4: 337,549 shares; 2026Q1: 300,366 shares 300,366 $43.1M 0.06% -37,183 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: 344,989 shares; 2024Q4: 356,099 shares; 2025Q1: 327,212 shares; 2025Q2: 348,572 shares; 2025Q3: 428,893 shares; 2025Q4: 420,189 shares; 2026Q1: 394,035 shares 394,035 $42.9M 0.06% -26,154 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,298 shares; 2024Q4: 147,578 shares; 2025Q1: 802,839 shares; 2025Q2: 750,642 shares; 2025Q3: 713,650 shares; 2025Q4: 800,886 shares; 2026Q1: 886,978 shares 886,978 $42.6M 0.06% +86,092 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: 632,969 shares; 2024Q4: 636,908 shares; 2025Q1: 674,667 shares; 2025Q2: 625,286 shares; 2025Q3: 276,220 shares; 2025Q4: 606,555 shares; 2026Q1: 594,714 shares 594,714 $42.3M 0.06% -11,841 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,375 shares; 2024Q4: 849,279 shares; 2025Q1: 771,061 shares; 2025Q2: 815,810 shares; 2025Q3: 840,319 shares; 2025Q4: 872,826 shares; 2026Q1: 699,720 shares 699,720 $42.2M 0.06% -173,106 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,273,420 shares; 2024Q4: 2,613,259 shares; 2025Q1: 2,174,701 shares; 2025Q2: 2,018,591 shares; 2025Q3: 1,762,417 shares; 2025Q4: 1,537,293 shares; 2026Q1: 1,389,823 shares 1,389,823 $41.8M 0.06% -147,470 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: 546,080 shares; 2024Q4: 598,470 shares; 2025Q1: 532,227 shares; 2025Q2: 535,573 shares; 2025Q3: 476,184 shares; 2025Q4: 541,110 shares; 2026Q1: 495,792 shares 495,792 $41.8M 0.06% -45,318 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,071,852 shares; 2024Q4: 1,046,058 shares; 2025Q1: 1,041,923 shares; 2025Q2: 1,082,444 shares; 2025Q3: 341,164 shares; 2025Q4: 1,086,838 shares; 2026Q1: 1,058,778 shares 1,058,778 $41.8M 0.06% -28,060 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,252 shares; 2024Q4: 112,338 shares; 2025Q1: 219,028 shares; 2025Q2: 107,936 shares; 2025Q3: 21,697 shares; 2025Q4: 127,123 shares; 2026Q1: 126,240 shares 126,240 $41.5M 0.06% -883 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,348,331 shares; 2024Q4: 1,315,168 shares; 2025Q1: 1,079,690 shares; 2025Q2: 943,027 shares; 2025Q3: 917,618 shares; 2025Q4: 900,862 shares; 2026Q1: 910,877 shares 910,877 $41.1M 0.06% +10,015 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: 256,849 shares; 2024Q4: 244,585 shares; 2025Q1: 205,071 shares; 2025Q2: 229,109 shares; 2025Q3: 218,989 shares; 2025Q4: 308,343 shares; 2026Q1: 283,123 shares 283,123 $40.9M 0.06% -25,220 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: 109,468 shares; 2024Q4: 112,051 shares; 2025Q1: 109,021 shares; 2025Q2: 106,809 shares; 2025Q3: 188,064 shares; 2025Q4: 140,603 shares; 2026Q1: 153,375 shares 153,375 $40.8M 0.06% +12,772 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: 1,164,834 shares; 2024Q4: 1,174,640 shares; 2025Q1: 1,101,060 shares; 2025Q2: 1,088,531 shares; 2025Q3: 1,366,789 shares; 2025Q4: 1,387,375 shares; 2026Q1: 901,305 shares 901,305 $40.3M 0.06% -486,070 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: 592,191 shares; 2024Q4: 1,169,439 shares; 2025Q1: 1,183,618 shares; 2025Q2: 296,705 shares; 2025Q3: 1,363,869 shares; 2025Q4: 1,486,191 shares; 2026Q1: 1,384,923 shares 1,384,923 $40.1M 0.06% -101,268 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: not reported; 2025Q1: 8,817 shares; 2025Q2: 132,856 shares; 2025Q3: 303,487 shares; 2025Q4: 935,920 shares; 2026Q1: 1,542,272 shares 1,542,272 $40.1M 0.06% +606,352 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,181,937 shares; 2024Q4: 1,053,740 shares; 2025Q1: 1,017,809 shares; 2025Q2: 982,624 shares; 2025Q3: 974,057 shares; 2025Q4: 960,951 shares; 2026Q1: 927,809 shares 927,809 $40M 0.06% -33,142 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,894 shares; 2024Q4: 74,904 shares; 2025Q1: 254,938 shares; 2025Q2: 266,358 shares; 2025Q3: 257,470 shares; 2025Q4: 287,651 shares; 2026Q1: 274,375 shares 274,375 $40M 0.06% -13,276 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: 474,197 shares; 2024Q4: 452,284 shares; 2025Q1: 392,370 shares; 2025Q2: 378,994 shares; 2025Q3: 374,464 shares; 2025Q4: 397,228 shares; 2026Q1: 554,868 shares 554,868 $39.5M 0.06% +157,640 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: 492,781 shares; 2024Q4: 483,365 shares; 2025Q1: 350,631 shares; 2025Q2: 223,654 shares; 2025Q3: 241,486 shares; 2025Q4: 286,225 shares; 2026Q1: 287,805 shares 287,805 $39M 0.06% +1,580 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: 320,231 shares; 2024Q4: 319,733 shares; 2025Q1: 320,418 shares; 2025Q2: 323,869 shares; 2025Q3: 341,108 shares; 2025Q4: 335,915 shares; 2026Q1: 296,553 shares 296,553 $38.7M 0.06% -39,362 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: 421,728 shares; 2024Q4: 361,042 shares; 2025Q1: 361,411 shares; 2025Q2: 403,125 shares; 2025Q3: 370,459 shares; 2025Q4: 231,605 shares; 2026Q1: 222,682 shares 222,682 $38.5M 0.06% -8,923 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: 371,144 shares; 2024Q4: 345,118 shares; 2025Q1: 314,687 shares; 2025Q2: 296,661 shares; 2025Q3: 227,043 shares; 2025Q4: 242,413 shares; 2026Q1: 160,893 shares 160,893 $38.5M 0.06% -81,520 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: 129,265 shares; 2024Q4: 113,146 shares; 2025Q1: 106,550 shares; 2025Q2: 102,816 shares; 2025Q3: 101,731 shares; 2025Q4: 102,570 shares; 2026Q1: 86,492 shares 86,492 $38.2M 0.05% -16,078 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,016,575 shares; 2024Q4: 1,518,535 shares; 2025Q1: 1,638,610 shares; 2025Q2: 1,171,231 shares; 2025Q3: 833,046 shares; 2025Q4: 805,544 shares; 2026Q1: 742,925 shares 742,925 $38M 0.05% -62,619 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: 284,595 shares; 2024Q4: 269,232 shares; 2025Q1: 509,834 shares; 2025Q2: 275,124 shares; 2025Q3: 304,135 shares; 2025Q4: 344,327 shares; 2026Q1: 346,339 shares 346,339 $37.4M 0.05% +2,012 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: 669,164 shares; 2024Q4: 645,375 shares; 2025Q1: 687,049 shares; 2025Q2: 388,117 shares; 2025Q3: 362,922 shares; 2025Q4: 492,206 shares; 2026Q1: 491,436 shares 491,436 $37.3M 0.05% -770 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: 171,597 shares; 2024Q4: 866,509 shares; 2025Q1: 846,190 shares; 2025Q2: 842,331 shares; 2025Q3: 852,822 shares; 2025Q4: 839,285 shares; 2026Q1: 820,625 shares 820,625 $37.1M 0.05% -18,660 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283,594 shares; 2024Q4: 335,507 shares; 2025Q1: 340,067 shares; 2025Q2: 323,121 shares; 2025Q3: 237,707 shares; 2025Q4: 257,048 shares; 2026Q1: 317,802 shares 317,802 $37M 0.05% +60,754 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: 552,140 shares; 2024Q4: 491,228 shares; 2025Q1: 485,006 shares; 2025Q2: 511,981 shares; 2025Q3: 573,583 shares; 2025Q4: 533,924 shares; 2026Q1: 559,514 shares 559,514 $36.8M 0.05% +25,590 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,187,957 shares; 2025Q4: 1,112,008 shares; 2026Q1: 931,290 shares 931,290 $36.7M 0.05% -180,718 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 668,092 shares; 2024Q4: 663,115 shares; 2025Q1: 668,683 shares; 2025Q2: 659,176 shares; 2025Q3: 582,377 shares; 2025Q4: 637,498 shares; 2026Q1: 618,594 shares 618,594 $36.6M 0.05% -18,904 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: 41,018 shares; 2024Q4: 40,867 shares; 2025Q1: 40,365 shares; 2025Q2: 40,384 shares; 2025Q3: 39,634 shares; 2025Q4: 38,617 shares; 2026Q1: 33,652 shares 33,652 $36.5M 0.05% -4,965 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 492,670 shares; 2024Q4: 270,200 shares; 2025Q1: 774,816 shares; 2025Q2: 761,075 shares; 2025Q3: 738,879 shares; 2025Q4: 755,987 shares; 2026Q1: 758,894 shares 758,894 $35.9M 0.05% +2,907 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 629,002 shares; 2024Q4: 558,053 shares; 2025Q1: 551,905 shares; 2025Q2: 1,014,272 shares; 2025Q3: 585,729 shares; 2025Q4: 611,606 shares; 2026Q1: 503,635 shares 503,635 $35.6M 0.05% -107,971 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: 560,845 shares; 2024Q4: 515,443 shares; 2025Q1: 352,966 shares; 2025Q2: 457,214 shares; 2025Q3: 427,782 shares; 2025Q4: 550,405 shares; 2026Q1: 794,754 shares 794,754 $35.2M 0.05% +244,349 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,052 shares; 2024Q4: 1,975 shares; 2025Q1: 2,627 shares; 2025Q2: 3,045 shares; 2025Q3: 153,002 shares; 2025Q4: not reported; 2026Q1: 149,392 shares 149,392 $35M 0.05% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,448 shares; 2025Q1: 17,660 shares; 2025Q2: 85,507 shares; 2025Q3: 194,695 shares; 2025Q4: 425,889 shares; 2026Q1: 681,950 shares 681,950 $34.9M 0.05% +256,061 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: 193,664 shares; 2024Q4: 187,725 shares; 2025Q1: 180,718 shares; 2025Q2: 171,941 shares; 2025Q3: 167,847 shares; 2025Q4: 131,376 shares; 2026Q1: 41,029 shares 41,029 $34.8M 0.05% -90,347 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,175,879 shares; 2024Q4: 1,159,021 shares; 2025Q1: 1,058,148 shares; 2025Q2: 897,026 shares; 2025Q3: 831,235 shares; 2025Q4: 628,120 shares; 2026Q1: 319,396 shares 319,396 $34.8M 0.05% -308,724 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275,086 shares; 2024Q4: 267,965 shares; 2025Q1: 255,214 shares; 2025Q2: 301,083 shares; 2025Q3: 260,666 shares; 2025Q4: 318,230 shares; 2026Q1: 309,890 shares 309,890 $34.4M 0.05% -8,340 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,869 shares; 2024Q4: 16,665 shares; 2025Q1: 16,273 shares; 2025Q2: 15,622 shares; 2025Q3: 14,567 shares; 2025Q4: 12,741 shares; 2026Q1: 10,176 shares 10,176 $34.2M 0.05% -2,565 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,302 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 733,905 shares; 2025Q4: 739,939 shares; 2026Q1: 676,289 shares 676,289 $33.8M 0.05% -63,650 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: 135,054 shares; 2024Q4: 95,843 shares; 2025Q1: 90,057 shares; 2025Q2: 88,409 shares; 2025Q3: 94,553 shares; 2025Q4: 97,460 shares; 2026Q1: 98,572 shares 98,572 $33.7M 0.05% +1,112 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,622 shares; 2024Q4: 167,313 shares; 2025Q1: 103,755 shares; 2025Q2: 90,492 shares; 2025Q3: 240,075 shares; 2025Q4: 299,886 shares; 2026Q1: 115,091 shares 115,091 $33.2M 0.05% -184,795 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 944,769 shares; 2024Q4: 935,056 shares; 2025Q1: 898,734 shares; 2025Q2: 879,447 shares; 2025Q3: 869,231 shares; 2025Q4: 860,965 shares; 2026Q1: 840,185 shares 840,185 $32.7M 0.05% -20,780 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: 476,398 shares; 2024Q4: 460,092 shares; 2025Q1: 415,363 shares; 2025Q2: 414,864 shares; 2025Q3: 335,043 shares; 2025Q4: 357,264 shares; 2026Q1: 356,929 shares 356,929 $32.7M 0.05% -335 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,290 shares; 2024Q4: 114,047 shares; 2025Q1: 112,523 shares; 2025Q2: 114,278 shares; 2025Q3: 117,019 shares; 2025Q4: 132,471 shares; 2026Q1: 178,256 shares 178,256 $32.1M 0.05% +45,785 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,073 shares; 2024Q4: 91,690 shares; 2025Q1: 87,886 shares; 2025Q2: 81,436 shares; 2025Q3: 81,593 shares; 2025Q4: 86,229 shares; 2026Q1: 152,883 shares 152,883 $32M 0.05% +66,654 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: 297,986 shares; 2024Q4: 294,749 shares; 2025Q1: 289,557 shares; 2025Q2: 271,060 shares; 2025Q3: 268,803 shares; 2025Q4: 265,307 shares; 2026Q1: 257,234 shares 257,234 $31.9M 0.05% -8,073 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: 562,347 shares; 2024Q4: 580,034 shares; 2025Q1: 563,324 shares; 2025Q2: 584,778 shares; 2025Q3: 655,978 shares; 2025Q4: 636,222 shares; 2026Q1: 665,427 shares 665,427 $31.7M 0.05% +29,205 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: 188,519 shares; 2024Q4: 181,697 shares; 2025Q1: 170,930 shares; 2025Q2: 171,677 shares; 2025Q3: 182,106 shares; 2025Q4: 191,623 shares; 2026Q1: 249,943 shares 249,943 $31.6M 0.05% +58,320 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,412 shares; 2024Q4: 203,927 shares; 2025Q1: 199,361 shares; 2025Q2: 208,679 shares; 2025Q3: 275,446 shares; 2025Q4: 273,972 shares; 2026Q1: 288,847 shares 288,847 $31.5M 0.05% +14,875 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: 1,024,450 shares; 2024Q4: 1,041,689 shares; 2025Q1: 343,079 shares; 2025Q2: 602,270 shares; 2025Q3: 712,037 shares; 2025Q4: 679,862 shares; 2026Q1: 604,035 shares 604,035 $31.4M 0.04% -75,827 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: 189,722 shares; 2024Q4: 554,651 shares; 2025Q1: 776,467 shares; 2025Q2: 1,567,140 shares; 2025Q3: 388,974 shares; 2025Q4: 486,695 shares; 2026Q1: 434,278 shares 434,278 $31.4M 0.04% -52,417 Timeline METV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,661 shares 54,661 $31M 0.04% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,616 shares; 2024Q4: 176,323 shares; 2025Q1: 139,984 shares; 2025Q2: 159,253 shares; 2025Q3: 148,028 shares; 2025Q4: 183,486 shares; 2026Q1: 218,843 shares 218,843 $30.9M 0.04% +35,357 Timeline PXF 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: 631,024 shares; 2024Q4: 572,589 shares; 2025Q1: 538,509 shares; 2025Q2: 480,380 shares; 2025Q3: 463,127 shares; 2025Q4: 57,717 shares; 2026Q1: 439,205 shares 439,205 $30.7M 0.04% +381,488 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: 59,925 shares; 2024Q4: 155,244 shares; 2025Q1: 161,958 shares; 2025Q2: 154,235 shares; 2025Q3: 290,900 shares; 2025Q4: 301,370 shares; 2026Q1: 331,719 shares 331,719 $30.6M 0.04% +30,349 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: 330,962 shares; 2024Q4: 325,839 shares; 2025Q1: 324,563 shares; 2025Q2: 325,501 shares; 2025Q3: 309,415 shares; 2025Q4: 304,476 shares; 2026Q1: 318,854 shares 318,854 $30.5M 0.04% +14,378 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: 197,597 shares; 2024Q4: 168,814 shares; 2025Q1: 151,657 shares; 2025Q2: 145,582 shares; 2025Q3: 139,260 shares; 2025Q4: 143,963 shares; 2026Q1: 124,118 shares 124,118 $30.2M 0.04% -19,845 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: 686,029 shares; 2026Q1: 567,991 shares 567,991 $30M 0.04% -118,038 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,793 shares; 2024Q4: 60,337 shares; 2025Q1: 56,753 shares; 2025Q2: 60,390 shares; 2025Q3: 100,743 shares; 2025Q4: 181,900 shares; 2026Q1: 143,525 shares 143,525 $29.9M 0.04% -38,375 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,066 shares; 2024Q4: 188,130 shares; 2025Q1: 186,729 shares; 2025Q2: 187,219 shares; 2025Q3: 145,312 shares; 2025Q4: 193,913 shares; 2026Q1: 327,091 shares 327,091 $29.7M 0.04% +133,178 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,221,826 shares; 2024Q4: 1,234,899 shares; 2025Q1: 1,162,236 shares; 2025Q2: 32,787,397 shares; 2025Q3: 613,026 shares; 2025Q4: 638,087 shares; 2026Q1: 635,383 shares 635,383 $29.6M 0.04% -2,704 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,006 shares; 2024Q4: 131,513 shares; 2025Q1: 138,590 shares; 2025Q2: 139,230 shares; 2025Q3: 133,187 shares; 2025Q4: 138,879 shares; 2026Q1: 262,258 shares 262,258 $29.5M 0.04% +123,379 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: 460,691 shares; 2024Q4: 395,523 shares; 2025Q1: 346,197 shares; 2025Q2: 235,009 shares; 2025Q3: 123,365 shares; 2025Q4: 252,748 shares; 2026Q1: 300,612 shares 300,612 $29.4M 0.04% +47,864 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: 812,950 shares; 2024Q4: 607,409 shares; 2025Q1: 1,146,358 shares; 2025Q2: 380,116 shares; 2025Q3: 340,546 shares; 2025Q4: 358,796 shares; 2026Q1: 355,543 shares 355,543 $29.2M 0.04% -3,253 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: 1,326,211 shares; 2024Q4: 1,311,541 shares; 2025Q1: 976,070 shares; 2025Q2: 866,198 shares; 2025Q3: 61,563 shares; 2025Q4: 669,149 shares; 2026Q1: 571,882 shares 571,882 $28.6M 0.04% -97,267 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: 246,786 shares; 2024Q4: 328,039 shares; 2025Q1: 300,595 shares; 2025Q2: 319,276 shares; 2025Q3: 480,193 shares; 2025Q4: 648,913 shares; 2026Q1: 797,729 shares 797,729 $28.5M 0.04% +148,816 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: 331,031 shares; 2024Q4: 353,506 shares; 2025Q1: 321,409 shares; 2025Q2: 341,426 shares; 2025Q3: 321,160 shares; 2025Q4: 367,378 shares; 2026Q1: 382,561 shares 382,561 $28.3M 0.04% +15,183 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: 964,473 shares; 2024Q4: 793,756 shares; 2025Q1: 675,853 shares; 2025Q2: 566,857 shares; 2025Q3: 539,172 shares; 2025Q4: 606,819 shares; 2026Q1: 536,641 shares 536,641 $28.3M 0.04% -70,178 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419,981 shares; 2024Q4: 372,502 shares; 2025Q1: 413,687 shares; 2025Q2: 406,964 shares; 2025Q3: 385,588 shares; 2025Q4: 400,809 shares; 2026Q1: 200,865 shares 200,865 $27.9M 0.04% -199,944 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 332,365 shares; 2024Q4: 1,000,964 shares; 2025Q1: 940,273 shares; 2025Q2: 909,850 shares; 2025Q3: 901,980 shares; 2025Q4: 1,008,945 shares; 2026Q1: 1,002,283 shares 1,002,283 $27.9M 0.04% -6,662 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365,578 shares; 2024Q4: 386,378 shares; 2025Q1: 388,816 shares; 2025Q2: 423,452 shares; 2025Q3: 452,918 shares; 2025Q4: 472,712 shares; 2026Q1: 480,568 shares 480,568 $27.8M 0.04% +7,856 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: 307,011 shares; 2025Q1: 370,609 shares; 2025Q2: 396,269 shares; 2025Q3: 420,141 shares; 2025Q4: 500,812 shares; 2026Q1: 232,147 shares 232,147 $27.7M 0.04% -268,665 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,704,146 shares; 2024Q4: 1,587,712 shares; 2025Q1: 1,172,657 shares; 2025Q2: 2,109,062 shares; 2025Q3: 1,033,636 shares; 2025Q4: 786,317 shares; 2026Q1: 428,265 shares 428,265 $27.6M 0.04% -358,052 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: 386,398 shares; 2024Q4: 365,489 shares; 2025Q1: 357,550 shares; 2025Q2: 378,118 shares; 2025Q3: 318,390 shares; 2025Q4: 363,197 shares; 2026Q1: 381,784 shares 381,784 $27.6M 0.04% +18,587 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: 110,466 shares; 2024Q4: 115,135 shares; 2025Q1: 234,924 shares; 2025Q2: 117,840 shares; 2025Q3: 439,967 shares; 2025Q4: 453,170 shares; 2026Q1: 343,401 shares 343,401 $27.5M 0.04% -109,769 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,495 shares; 2024Q4: 227,701 shares; 2025Q1: 223,637 shares; 2025Q2: 184,821 shares; 2025Q3: 149,906 shares; 2025Q4: 177,674 shares; 2026Q1: 172,025 shares 172,025 $27.5M 0.04% -5,649 Timeline VNQI 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: 646,495 shares; 2024Q4: 634,434 shares; 2025Q1: 817,427 shares; 2025Q2: 661,577 shares; 2025Q3: 478,256 shares; 2025Q4: 659,969 shares; 2026Q1: 613,384 shares 613,384 $27.2M 0.04% -46,585 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,487,056 shares; 2024Q4: 1,005,987 shares; 2025Q1: 886,292 shares; 2025Q2: 835,613 shares; 2025Q3: 827,484 shares; 2025Q4: 829,428 shares; 2026Q1: 882,647 shares 882,647 $27M 0.04% +53,219 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: 627,507 shares; 2024Q4: 612,668 shares; 2025Q1: 534,828 shares; 2025Q2: 512,446 shares; 2025Q3: 455,390 shares; 2025Q4: 489,348 shares; 2026Q1: 445,821 shares 445,821 $26.9M 0.04% -43,527 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: 446,029 shares; 2024Q4: 445,112 shares; 2025Q1: 496,890 shares; 2025Q2: 531,374 shares; 2025Q3: 566,341 shares; 2025Q4: 581,365 shares; 2026Q1: 576,560 shares 576,560 $26.6M 0.04% -4,805 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285,507 shares; 2024Q4: 278,346 shares; 2025Q1: 277,509 shares; 2025Q2: 273,684 shares; 2025Q3: 230,618 shares; 2025Q4: 271,928 shares; 2026Q1: 354,930 shares 354,930 $26.6M 0.04% +83,002 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: 162,592 shares; 2024Q4: 105,232 shares; 2025Q1: 219,538 shares; 2025Q2: 55,340 shares; 2025Q3: 47,344 shares; 2025Q4: 122,918 shares; 2026Q1: 125,808 shares 125,808 $26.5M 0.04% +2,890 Timeline UBND 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: 85,176 shares; 2024Q4: 218,800 shares; 2025Q1: 311,809 shares; 2025Q2: 418,034 shares; 2025Q3: 598,855 shares; 2025Q4: 950,738 shares; 2026Q1: 1,208,395 shares 1,208,395 $26.3M 0.04% +257,657 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: 15,697 shares; 2024Q4: 16,069 shares; 2025Q1: 16,930 shares; 2025Q2: 80,857 shares; 2025Q3: 80,041 shares; 2025Q4: 82,616 shares; 2026Q1: 93,502 shares 93,502 $26.2M 0.04% +10,886 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,189 shares; 2024Q4: 52,513 shares; 2025Q1: 50,904 shares; 2025Q2: 50,927 shares; 2025Q3: 46,229 shares; 2025Q4: 57,952 shares; 2026Q1: 109,725 shares 109,725 $26.1M 0.04% +51,773 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,517 shares; 2024Q4: 210,014 shares; 2025Q1: 216,355 shares; 2025Q2: 225,699 shares; 2025Q3: 230,878 shares; 2025Q4: 250,338 shares; 2026Q1: 535,374 shares 535,374 $26.1M 0.04% +285,036 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: 118,221 shares; 2024Q4: 103,977 shares; 2025Q1: 100,477 shares; 2025Q2: 53,400 shares; 2025Q3: 52,951 shares; 2025Q4: 52,713 shares; 2026Q1: 120,420 shares 120,420 $26M 0.04% +67,707 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 482,896 shares; 2024Q4: 477,325 shares; 2025Q1: 464,721 shares; 2025Q2: 482,578 shares; 2025Q3: 492,191 shares; 2025Q4: 495,487 shares; 2026Q1: 487,134 shares 487,134 $25.9M 0.04% -8,353 Timeline SPHQ 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: 86,392 shares; 2024Q4: 498,472 shares; 2025Q1: 484,104 shares; 2025Q2: 463,932 shares; 2025Q3: 431,330 shares; 2025Q4: 87,461 shares; 2026Q1: 343,837 shares 343,837 $25.9M 0.04% +256,376 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,103,765 shares; 2024Q4: 1,037,751 shares; 2025Q1: 825,708 shares; 2025Q2: 814,346 shares; 2025Q3: 418,001 shares; 2025Q4: 360,679 shares; 2026Q1: 326,785 shares 326,785 $25.7M 0.04% -33,894 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: 276,002 shares; 2024Q4: 663,609 shares; 2025Q1: 651,939 shares; 2025Q2: 641,377 shares; 2025Q3: 733,670 shares; 2025Q4: 870,730 shares; 2026Q1: 828,191 shares 828,191 $25.6M 0.04% -42,539 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: 822,466 shares; 2024Q4: 831,912 shares; 2025Q1: 711,466 shares; 2025Q2: 658,182 shares; 2025Q3: 622,259 shares; 2025Q4: 661,008 shares; 2026Q1: 641,032 shares 641,032 $25.3M 0.04% -19,976 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: 150,930 shares; 2024Q4: 137,478 shares; 2025Q1: 88,573 shares; 2025Q2: 89,410 shares; 2025Q3: 87,106 shares; 2025Q4: 92,032 shares; 2026Q1: 88,204 shares 88,204 $25.2M 0.04% -3,828 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256,947 shares; 2024Q4: 258,612 shares; 2025Q1: 191,421 shares; 2025Q2: 185,108 shares; 2025Q3: 184,918 shares; 2025Q4: 186,265 shares; 2026Q1: 221,631 shares 221,631 $25.2M 0.04% +35,366 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,298 shares; 2024Q4: 167,110 shares; 2025Q1: 160,923 shares; 2025Q2: 153,536 shares; 2025Q3: 28,277 shares; 2025Q4: 148,182 shares; 2026Q1: 145,778 shares 145,778 $25.1M 0.04% -2,404 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 684,826 shares; 2026Q1: 439,869 shares 439,869 $25.1M 0.04% -244,957 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,655 shares; 2024Q4: 188,591 shares; 2025Q1: 169,637 shares; 2025Q2: 164,111 shares; 2025Q3: 147,467 shares; 2025Q4: 162,711 shares; 2026Q1: 142,726 shares 142,726 $25M 0.04% -19,985 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: 230,574 shares; 2024Q4: 230,583 shares; 2025Q1: 235,692 shares; 2025Q2: 770,567 shares; 2025Q3: 252,670 shares; 2025Q4: 740,371 shares; 2026Q1: 702,206 shares 702,206 $24.9M 0.04% -38,165 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: 209,373 shares; 2024Q4: 194,584 shares; 2025Q1: 191,282 shares; 2025Q2: 176,844 shares; 2025Q3: 160,015 shares; 2025Q4: 171,060 shares; 2026Q1: 160,451 shares 160,451 $24.9M 0.04% -10,609 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,146 shares; 2024Q4: 41,756 shares; 2025Q1: 39,387 shares; 2025Q2: 31,539 shares; 2025Q3: 47,000 shares; 2025Q4: 54,100 shares; 2026Q1: 84,831 shares 84,831 $24.8M 0.04% +30,731 Timeline VFH 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: 137,723 shares; 2024Q4: 134,265 shares; 2025Q1: 124,524 shares; 2025Q2: 880,189 shares; 2025Q3: 145,351 shares; 2025Q4: 208,669 shares; 2026Q1: 207,300 shares 207,300 $24.3M 0.03% -1,369 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: 279,100 shares; 2024Q4: 250,083 shares; 2025Q1: 199,190 shares; 2025Q2: 228,088 shares; 2025Q3: 243,665 shares; 2025Q4: 253,575 shares; 2026Q1: 251,418 shares 251,418 $24.1M 0.03% -2,157 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,656 shares; 2024Q4: 57,386 shares; 2025Q1: 44,712 shares; 2025Q2: 37,270 shares; 2025Q3: 45,134 shares; 2025Q4: 46,912 shares; 2026Q1: 108,884 shares 108,884 $24.1M 0.03% +61,972 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: 358,161 shares; 2024Q4: 351,067 shares; 2025Q1: 346,737 shares; 2025Q2: 306,803 shares; 2025Q3: 293,579 shares; 2025Q4: 226,712 shares; 2026Q1: 110,153 shares 110,153 $24M 0.03% -116,559 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,646 shares; 2024Q4: 127,536 shares; 2025Q1: 119,432 shares; 2025Q2: 66,289 shares; 2025Q3: 61,224 shares; 2025Q4: 61,048 shares; 2026Q1: 84,868 shares 84,868 $23.9M 0.03% +23,820 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: 1,397,574 shares; 2024Q4: 1,276,710 shares; 2025Q1: 1,124,418 shares; 2025Q2: 1,051,405 shares; 2025Q3: 728,080 shares; 2025Q4: 709,353 shares; 2026Q1: 672,999 shares 672,999 $23.6M 0.03% -36,354 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,908 shares; 2024Q4: 164,906 shares; 2025Q1: 119,848 shares; 2025Q2: 115,243 shares; 2025Q3: 106,517 shares; 2025Q4: 469,363 shares; 2026Q1: 463,016 shares 463,016 $23.4M 0.03% -6,347 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: 53,432 shares; 2024Q4: 63,403 shares; 2025Q1: 60,069 shares; 2025Q2: 120,692 shares; 2025Q3: 180,684 shares; 2025Q4: 147,331 shares; 2026Q1: 255,349 shares 255,349 $23.4M 0.03% +108,018 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 387,715 shares; 2024Q4: 376,713 shares; 2025Q1: 325,063 shares; 2025Q2: 326,256 shares; 2025Q3: 323,984 shares; 2025Q4: 320,510 shares; 2026Q1: 319,655 shares 319,655 $23.2M 0.03% -855 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: 195,579 shares; 2024Q4: 183,855 shares; 2025Q1: 167,124 shares; 2025Q2: 165,451 shares; 2025Q3: 163,710 shares; 2025Q4: 145,639 shares; 2026Q1: 82,771 shares 82,771 $22.9M 0.03% -62,868 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,890 shares; 2024Q4: 35,349 shares; 2025Q1: 38,835 shares; 2025Q2: 40,722 shares; 2025Q3: 64,654 shares; 2025Q4: 74,277 shares; 2026Q1: 74,986 shares 74,986 $22.8M 0.03% +709 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: 72,186 shares; 2024Q4: 69,976 shares; 2025Q1: 79,580 shares; 2025Q2: 93,345 shares; 2025Q3: 92,487 shares; 2025Q4: 108,672 shares; 2026Q1: 248,052 shares 248,052 $22.8M 0.03% +139,380 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,686 shares; 2024Q4: 39,067 shares; 2025Q1: 38,698 shares; 2025Q2: 40,554 shares; 2025Q3: 42,053 shares; 2025Q4: 45,287 shares; 2026Q1: 47,844 shares 47,844 $22.5M 0.03% +2,557 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,565 shares; 2024Q4: 82,090 shares; 2025Q1: 79,539 shares; 2025Q2: 79,136 shares; 2025Q3: 74,583 shares; 2025Q4: 72,264 shares; 2026Q1: 176,836 shares 176,836 $22.3M 0.03% +104,572 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: 1,873,872 shares; 2024Q4: 1,629,343 shares; 2025Q1: 498,433 shares; 2025Q2: 481,842 shares; 2025Q3: 472,126 shares; 2025Q4: 444,451 shares; 2026Q1: 457,255 shares 457,255 $22.2M 0.03% +12,804 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 687,205 shares; 2024Q4: 616,644 shares; 2025Q1: 546,766 shares; 2025Q2: 490,287 shares; 2025Q3: 404,611 shares; 2025Q4: 513,400 shares; 2026Q1: 428,092 shares 428,092 $22.2M 0.03% -85,308 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: 328,891 shares; 2024Q4: 305,856 shares; 2025Q1: 290,766 shares; 2025Q2: 286,429 shares; 2025Q3: 262,502 shares; 2025Q4: 253,123 shares; 2026Q1: 230,401 shares 230,401 $22.2M 0.03% -22,722 Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,477,953 shares; 2024Q4: 2,712,348 shares; 2025Q1: 2,505,031 shares; 2025Q2: 2,365,432 shares; 2025Q3: 2,316,697 shares; 2025Q4: 1,904,763 shares; 2026Q1: 1,732,619 shares 1,732,619 $22M 0.03% -172,144 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: 776,248 shares; 2024Q4: 758,599 shares; 2025Q1: 611,666 shares; 2025Q2: 761,218 shares; 2025Q3: 773,829 shares; 2025Q4: 773,075 shares; 2026Q1: 768,587 shares 768,587 $21.9M 0.03% -4,488 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222,229 shares; 2024Q4: 216,142 shares; 2025Q1: 223,772 shares; 2025Q2: 220,275 shares; 2025Q3: 202,524 shares; 2025Q4: 211,327 shares; 2026Q1: 212,318 shares 212,318 $21.7M 0.03% +991 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262,745 shares; 2024Q4: 706,947 shares; 2025Q1: 671,303 shares; 2025Q2: 693,121 shares; 2025Q3: 774,495 shares; 2025Q4: 847,613 shares; 2026Q1: 870,816 shares 870,816 $21.6M 0.03% +23,203 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: 17,245 shares; 2024Q4: 18,222 shares; 2025Q1: 20,063 shares; 2025Q2: 20,242 shares; 2025Q3: 20,478 shares; 2025Q4: 28,430 shares; 2026Q1: 93,397 shares 93,397 $21.6M 0.03% +64,967 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: 107,338 shares; 2024Q4: 149,352 shares; 2025Q1: 180,302 shares; 2025Q2: 163,247 shares; 2025Q3: 193,868 shares; 2025Q4: 108,574 shares; 2026Q1: 102,916 shares 102,916 $21.6M 0.03% -5,658 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: 44,027 shares; 2024Q4: 42,588 shares; 2025Q1: 45,201 shares; 2025Q2: 43,901 shares; 2025Q3: 50,152 shares; 2025Q4: 54,067 shares; 2026Q1: 109,148 shares 109,148 $21.5M 0.03% +55,081 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,168 shares; 2024Q4: 124,077 shares; 2025Q1: 125,157 shares; 2025Q2: 125,885 shares; 2025Q3: 120,897 shares; 2025Q4: 120,597 shares; 2026Q1: 113,185 shares 113,185 $21.5M 0.03% -7,412 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: 158,326 shares; 2024Q4: 153,142 shares; 2025Q1: 146,851 shares; 2025Q2: 146,423 shares; 2025Q3: 159,373 shares; 2025Q4: 170,373 shares; 2026Q1: 165,683 shares 165,683 $21.4M 0.03% -4,690 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: 8,288 shares; 2024Q4: 7,099 shares; 2025Q1: 7,325 shares; 2025Q2: 7,221 shares; 2025Q3: 7,532 shares; 2025Q4: 240,702 shares; 2026Q1: 238,925 shares 238,925 $21.3M 0.03% -1,777 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,492 shares; 2024Q4: 65,840 shares; 2025Q1: 31,930 shares; 2025Q2: 31,649 shares; 2025Q3: 43,353 shares; 2025Q4: 50,937 shares; 2026Q1: 169,656 shares 169,656 $21.2M 0.03% +118,719 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,204 shares; 2024Q4: 22,987 shares; 2025Q1: 23,901 shares; 2025Q2: 22,033 shares; 2025Q3: 22,931 shares; 2025Q4: 25,278 shares; 2026Q1: 58,430 shares 58,430 $21.1M 0.03% +33,152 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,189,923 shares; 2025Q4: 1,225,195 shares; 2026Q1: 1,052,630 shares 1,052,630 $21M 0.03% -172,565 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: 141,567 shares; 2024Q4: 114,124 shares; 2025Q1: 110,979 shares; 2025Q2: 110,179 shares; 2025Q3: 124,763 shares; 2025Q4: 121,523 shares; 2026Q1: 177,669 shares 177,669 $20.8M 0.03% +56,146 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,958 shares; 2024Q4: 82,984 shares; 2025Q1: 85,432 shares; 2025Q2: 86,761 shares; 2025Q3: 85,238 shares; 2025Q4: 87,798 shares; 2026Q1: 92,502 shares 92,502 $20.7M 0.03% +4,704 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: 27,341 shares; 2024Q4: 18,482 shares; 2025Q1: 17,076 shares; 2025Q2: 18,870 shares; 2025Q3: 77,517 shares; 2025Q4: 79,005 shares; 2026Q1: 80,285 shares 80,285 $20.6M 0.03% +1,280 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,823 shares; 2024Q4: 28,454 shares; 2025Q1: 33,828 shares; 2025Q2: 36,920 shares; 2025Q3: 36,323 shares; 2025Q4: 54,975 shares; 2026Q1: 115,321 shares 115,321 $20.6M 0.03% +60,346 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 759,555 shares; 2024Q4: 755,910 shares; 2025Q1: 747,207 shares; 2025Q2: 607,398 shares; 2025Q3: 393,858 shares; 2025Q4: 609,522 shares; 2026Q1: 606,817 shares 606,817 $20.6M 0.03% -2,705 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 669,940 shares; 2024Q4: 577,039 shares; 2025Q1: 456,453 shares; 2025Q2: 394,098 shares; 2025Q3: 294,578 shares; 2025Q4: 309,097 shares; 2026Q1: 460,184 shares 460,184 $20.5M 0.03% +151,087 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: 81,437 shares; 2024Q4: 71,502 shares; 2025Q1: 75,434 shares; 2025Q2: 72,154 shares; 2025Q3: 59,946 shares; 2025Q4: 67,261 shares; 2026Q1: 70,218 shares 70,218 $20.5M 0.03% +2,957 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: 105,401 shares; 2024Q4: 124,866 shares; 2025Q1: 126,560 shares; 2025Q2: 121,708 shares; 2025Q3: 133,566 shares; 2025Q4: 132,786 shares; 2026Q1: 144,193 shares 144,193 $20.4M 0.03% +11,407 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: 147,492 shares; 2024Q4: 135,211 shares; 2025Q1: 203,583 shares; 2025Q2: 133,480 shares; 2025Q3: 146,613 shares; 2025Q4: 138,377 shares; 2026Q1: 108,564 shares 108,564 $20.2M 0.03% -29,813 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: 73,771 shares; 2024Q4: 83,938 shares; 2025Q1: 74,637 shares; 2025Q2: 64,874 shares; 2025Q3: 43,554 shares; 2025Q4: 98,193 shares; 2026Q1: 93,146 shares 93,146 $20.2M 0.03% -5,047 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,408 shares; 2024Q4: 45,489 shares; 2025Q1: 40,390 shares; 2025Q2: 36,243 shares; 2025Q3: 26,229 shares; 2025Q4: 45,435 shares; 2026Q1: 99,930 shares 99,930 $20.1M 0.03% +54,495 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,678 shares; 2024Q4: 115,060 shares; 2025Q1: 119,701 shares; 2025Q2: 113,833 shares; 2025Q3: 20,295 shares; 2025Q4: 105,285 shares; 2026Q1: 101,798 shares 101,798 $20.1M 0.03% -3,487 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,754 shares; 2024Q4: 17,092 shares; 2025Q1: 12,755 shares; 2025Q2: 15,205 shares; 2025Q3: 21,523 shares; 2025Q4: 26,623 shares; 2026Q1: 150,438 shares 150,438 $19.4M 0.03% +123,815 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,313 shares; 2024Q4: 33,986 shares; 2025Q1: 31,241 shares; 2025Q2: 39,069 shares; 2025Q3: 281,335 shares; 2025Q4: 280,102 shares; 2026Q1: 337,721 shares 337,721 $19.3M 0.03% +57,619 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,144 shares; 2024Q4: 28,194 shares; 2025Q1: 25,980 shares; 2025Q2: 27,950 shares; 2025Q3: 33,846 shares; 2025Q4: 35,792 shares; 2026Q1: 72,864 shares 72,864 $19.3M 0.03% +37,072 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: 297,733 shares; 2024Q4: 114,998 shares; 2025Q1: 221,746 shares; 2025Q2: 111,614 shares; 2025Q3: 124,133 shares; 2025Q4: 131,141 shares; 2026Q1: 131,986 shares 131,986 $19.2M 0.03% +845 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: 159,239 shares; 2024Q4: 152,165 shares; 2025Q1: 149,856 shares; 2025Q2: 145,133 shares; 2025Q3: 146,470 shares; 2025Q4: 189,365 shares; 2026Q1: 290,245 shares 290,245 $19.1M 0.03% +100,880 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274,100 shares; 2024Q4: 220,668 shares; 2025Q1: 175,179 shares; 2025Q2: 107,107 shares; 2025Q3: 67,234 shares; 2025Q4: 72,021 shares; 2026Q1: 261,988 shares 261,988 $18.9M 0.03% +189,967 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,880 shares; 2024Q4: 104,596 shares; 2025Q1: 111,417 shares; 2025Q2: 122,856 shares; 2025Q3: 126,043 shares; 2025Q4: 142,423 shares; 2026Q1: 481,740 shares 481,740 $18.7M 0.03% +339,317 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,896 shares; 2024Q4: 87,536 shares; 2025Q1: 94,502 shares; 2025Q2: 92,737 shares; 2025Q3: 97,067 shares; 2025Q4: 70,347 shares; 2026Q1: 363,834 shares 363,834 $18.6M 0.03% +293,487 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 468,412 shares 468,412 $18.6M 0.03% new Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,086 shares; 2024Q4: 12,400 shares; 2025Q1: 14,667 shares; 2025Q2: 21,921 shares; 2025Q3: 24,175 shares; 2025Q4: 29,516 shares; 2026Q1: 100,543 shares 100,543 $18.5M 0.03% +71,027 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: 22,452 shares; 2024Q4: 9,390 shares; 2025Q1: 18,724 shares; 2025Q2: 315,597 shares; 2025Q3: 341,919 shares; 2025Q4: not reported; 2026Q1: 481,492 shares 481,492 $18.5M 0.03% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,985 shares; 2024Q4: 9,765 shares; 2025Q1: 2,918 shares; 2025Q2: 3,112 shares; 2025Q3: 6,484 shares; 2025Q4: 6,705 shares; 2026Q1: 27,059 shares 27,059 $18.4M 0.03% +20,354 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,961 shares; 2024Q4: 42,848 shares; 2025Q1: 35,013 shares; 2025Q2: 40,750 shares; 2025Q3: 40,484 shares; 2025Q4: 40,415 shares; 2026Q1: 125,896 shares 125,896 $18M 0.03% +85,481 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227,943 shares; 2024Q4: 187,889 shares; 2025Q1: 176,289 shares; 2025Q2: 250,810 shares; 2025Q3: 251,969 shares; 2025Q4: 246,829 shares; 2026Q1: 234,211 shares 234,211 $17.9M 0.03% -12,618 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: 79,694 shares; 2024Q4: 66,974 shares; 2025Q1: 61,241 shares; 2025Q2: 55,846 shares; 2025Q3: 54,947 shares; 2025Q4: 54,144 shares; 2026Q1: 168,178 shares 168,178 $17.9M 0.03% +114,034 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,079 shares; 2024Q4: 32,665 shares; 2025Q1: 16,605 shares; 2025Q2: 22,192 shares; 2025Q3: 417,592 shares; 2025Q4: 415,211 shares; 2026Q1: 360,566 shares 360,566 $17.8M 0.03% -54,645 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,702 shares; 2024Q4: 79,086 shares; 2025Q1: 77,926 shares; 2025Q2: 61,055 shares; 2025Q3: 60,642 shares; 2025Q4: 67,196 shares; 2026Q1: 65,977 shares 65,977 $17.8M 0.03% -1,219 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,729 shares; 2024Q4: 3,740 shares; 2025Q1: 4,350 shares; 2025Q2: 6,063 shares; 2025Q3: 7,647 shares; 2025Q4: 12,512 shares; 2026Q1: 52,247 shares 52,247 $17.8M 0.03% +39,735 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,257 shares; 2024Q4: 115,942 shares; 2025Q1: 110,713 shares; 2025Q2: 104,276 shares; 2025Q3: 48,874 shares; 2025Q4: 123,867 shares; 2026Q1: 123,263 shares 123,263 $17.8M 0.03% -604 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: 193,437 shares; 2024Q4: 170,092 shares; 2025Q1: 317,870 shares; 2025Q2: 157,374 shares; 2025Q3: 162,590 shares; 2025Q4: 167,966 shares; 2026Q1: 139,007 shares 139,007 $17.8M 0.03% -28,959 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 733,300 shares; 2024Q4: 729,147 shares; 2025Q1: 724,308 shares; 2025Q2: 707,316 shares; 2025Q3: 686,010 shares; 2025Q4: 583,555 shares; 2026Q1: 528,013 shares 528,013 $17.6M 0.03% -55,542 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,714 shares; 2024Q4: 2,370 shares; 2025Q1: 3,571 shares; 2025Q2: 6,894 shares; 2025Q3: 12,845 shares; 2025Q4: 25,768 shares; 2026Q1: 122,511 shares 122,511 $17.6M 0.03% +96,743 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,920 shares; 2024Q4: 57,453 shares; 2025Q1: 56,377 shares; 2025Q2: 51,163 shares; 2025Q3: 143,835 shares; 2025Q4: 78,491 shares; 2026Q1: 105,218 shares 105,218 $17.4M 0.02% +26,727 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: 170,559 shares; 2024Q4: 165,215 shares; 2025Q1: 172,265 shares; 2025Q2: 179,059 shares; 2025Q3: 156,787 shares; 2025Q4: 178,286 shares; 2026Q1: 103,071 shares 103,071 $17.4M 0.02% -75,215 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92,109 shares 92,109 $17.4M 0.02% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,266 shares; 2024Q4: 29,738 shares; 2025Q1: 32,154 shares; 2025Q2: 49,558 shares; 2025Q3: 58,270 shares; 2025Q4: 59,679 shares; 2026Q1: 65,355 shares 65,355 $17.3M 0.02% +5,676 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: 13,929 shares; 2024Q4: 12,842 shares; 2025Q1: 181,261 shares; 2025Q2: 162,071 shares; 2025Q3: 163,480 shares; 2025Q4: 156,555 shares; 2026Q1: 170,641 shares 170,641 $17.2M 0.02% +14,086 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248,410 shares; 2024Q4: 175,278 shares; 2025Q1: 172,744 shares; 2025Q2: 200,346 shares; 2025Q3: 198,097 shares; 2025Q4: 203,396 shares; 2026Q1: 211,760 shares 211,760 $17.1M 0.02% +8,364 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,473 shares; 2024Q4: 224,732 shares; 2025Q1: 204,191 shares; 2025Q2: 200,408 shares; 2025Q3: 194,562 shares; 2025Q4: 201,416 shares; 2026Q1: 205,068 shares 205,068 $17.1M 0.02% +3,652 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,276 shares; 2024Q4: 44,305 shares; 2025Q1: 50,788 shares; 2025Q2: 48,338 shares; 2025Q3: 55,379 shares; 2025Q4: 57,781 shares; 2026Q1: 94,317 shares 94,317 $17.1M 0.02% +36,536 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,668 shares; 2024Q4: 67,694 shares; 2025Q1: 58,034 shares; 2025Q2: 110,282 shares; 2025Q3: 53,597 shares; 2025Q4: 51,333 shares; 2026Q1: 15,684 shares 15,684 $17.1M 0.02% -35,649 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,583 shares; 2024Q4: 50,794 shares; 2025Q1: 54,697 shares; 2025Q2: 58,059 shares; 2025Q3: 60,039 shares; 2025Q4: 85,875 shares; 2026Q1: 390,551 shares 390,551 $17M 0.02% +304,676 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,363 shares; 2024Q4: 210,439 shares; 2025Q1: 307,944 shares; 2025Q2: 155,886 shares; 2025Q3: 225,732 shares; 2025Q4: 249,160 shares; 2026Q1: 237,759 shares 237,759 $17M 0.02% -11,401 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,068,669 shares; 2024Q4: 806,779 shares; 2025Q1: 257,342 shares; 2025Q2: 253,571 shares; 2025Q3: 300,307 shares; 2025Q4: 540,373 shares; 2026Q1: 333,218 shares 333,218 $16.9M 0.02% -207,155 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,968 shares; 2024Q4: 5,686 shares; 2025Q1: not reported; 2025Q2: 3,322 shares; 2025Q3: 4,690 shares; 2025Q4: 9,246 shares; 2026Q1: 124,491 shares 124,491 $16.8M 0.02% +115,245 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: 17,419 shares; 2024Q4: 18,843 shares; 2025Q1: 18,779 shares; 2025Q2: 21,501 shares; 2025Q3: 19,942 shares; 2025Q4: 24,608 shares; 2026Q1: 154,131 shares 154,131 $16.8M 0.02% +129,523 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: 96,088 shares; 2024Q4: 94,259 shares; 2025Q1: 91,616 shares; 2025Q2: 91,449 shares; 2025Q3: 78,719 shares; 2025Q4: 93,412 shares; 2026Q1: 124,073 shares 124,073 $16.7M 0.02% +30,661 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,542 shares; 2024Q4: 129,654 shares; 2025Q1: 124,523 shares; 2025Q2: 87,071 shares; 2025Q3: 83,673 shares; 2025Q4: 81,342 shares; 2026Q1: 78,995 shares 78,995 $16.7M 0.02% -2,347 Timeline AVSC 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: 225,435 shares; 2024Q4: 243,385 shares; 2025Q1: 242,946 shares; 2025Q2: 197,605 shares; 2025Q3: 203,397 shares; 2025Q4: 214,423 shares; 2026Q1: 227,303 shares 227,303 $16.7M 0.02% +12,880 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,021 shares; 2024Q4: 5,019 shares; 2025Q1: 7,815 shares; 2025Q2: 9,763 shares; 2025Q3: 12,085 shares; 2025Q4: 33,354 shares; 2026Q1: 167,688 shares 167,688 $16.7M 0.02% +134,334 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: 105,772 shares; 2024Q4: 86,210 shares; 2025Q1: 83,708 shares; 2025Q2: 79,848 shares; 2025Q3: 74,801 shares; 2025Q4: 81,386 shares; 2026Q1: 170,468 shares 170,468 $16.6M 0.02% +89,082 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,731 shares; 2024Q4: 24,387 shares; 2025Q1: 24,139 shares; 2025Q2: 27,286 shares; 2025Q3: 37,538 shares; 2025Q4: 51,617 shares; 2026Q1: 276,061 shares 276,061 $16.6M 0.02% +224,444 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,255 shares; 2024Q4: 10,293 shares; 2025Q1: 9,084 shares; 2025Q2: 8,996 shares; 2025Q3: 8,622 shares; 2025Q4: 11,488 shares; 2026Q1: 60,866 shares 60,866 $16.5M 0.02% +49,378 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: 247,887 shares; 2024Q4: 247,975 shares; 2025Q1: 234,350 shares; 2025Q2: 231,024 shares; 2025Q3: 201,797 shares; 2025Q4: 219,032 shares; 2026Q1: 223,792 shares 223,792 $16.5M 0.02% +4,760 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 621,150 shares; 2024Q4: 600,518 shares; 2025Q1: 467,955 shares; 2025Q2: 496,100 shares; 2025Q3: 543,335 shares; 2025Q4: 472,780 shares; 2026Q1: 327,763 shares 327,763 $16.5M 0.02% -145,017 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: 461,935 shares; 2024Q4: 474,834 shares; 2025Q1: 472,415 shares; 2025Q2: 458,330 shares; 2025Q3: 398,635 shares; 2025Q4: 449,482 shares; 2026Q1: 294,886 shares 294,886 $16.4M 0.02% -154,596 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,206 shares; 2024Q4: 80,437 shares; 2025Q1: 81,354 shares; 2025Q2: 81,169 shares; 2025Q3: 89,612 shares; 2025Q4: 93,752 shares; 2026Q1: 91,378 shares 91,378 $16.4M 0.02% -2,374 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,768 shares; 2024Q4: 26,834 shares; 2025Q1: 27,126 shares; 2025Q2: 27,724 shares; 2025Q3: 27,963 shares; 2025Q4: 44,113 shares; 2026Q1: 146,364 shares 146,364 $16.4M 0.02% +102,251 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: 595,491 shares; 2024Q4: 566,519 shares; 2025Q1: 525,480 shares; 2025Q2: 501,240 shares; 2025Q3: 1,189,462 shares; 2025Q4: 1,193,526 shares; 2026Q1: 961,282 shares 961,282 $16.4M 0.02% -232,244 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266,210 shares; 2024Q4: 250,429 shares; 2025Q1: 242,881 shares; 2025Q2: 229,095 shares; 2025Q3: 218,056 shares; 2025Q4: 206,122 shares; 2026Q1: 204,088 shares 204,088 $16.3M 0.02% -2,034 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: 385,401 shares; 2024Q4: 358,420 shares; 2025Q1: 301,719 shares; 2025Q2: 405,884 shares; 2025Q3: 336,221 shares; 2025Q4: 227,871 shares; 2026Q1: 165,052 shares 165,052 $16.3M 0.02% -62,819 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,166 shares; 2024Q4: 80,181 shares; 2025Q1: 77,974 shares; 2025Q2: 73,145 shares; 2025Q3: 59,719 shares; 2025Q4: 56,148 shares; 2026Q1: 55,454 shares 55,454 $16.1M 0.02% -694 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: 90,946 shares; 2024Q4: 64,999 shares; 2025Q1: 81,357 shares; 2025Q2: 81,884 shares; 2025Q3: 96,478 shares; 2025Q4: 129,422 shares; 2026Q1: 149,578 shares 149,578 $16M 0.02% +20,156 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: 64,708 shares; 2024Q4: 61,027 shares; 2025Q1: 63,761 shares; 2025Q2: 64,907 shares; 2025Q3: 31,197 shares; 2025Q4: 36,926 shares; 2026Q1: 34,639 shares 34,639 $16M 0.02% -2,287 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,496 shares; 2024Q4: 1,831 shares; 2025Q1: 2,574 shares; 2025Q2: 3,231 shares; 2025Q3: 3,508 shares; 2025Q4: 9,838 shares; 2026Q1: 66,430 shares 66,430 $16M 0.02% +56,592 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: 311,207 shares; 2024Q4: 305,330 shares; 2025Q1: 261,999 shares; 2025Q2: 248,389 shares; 2025Q3: 248,278 shares; 2025Q4: 275,056 shares; 2026Q1: 261,523 shares 261,523 $15.9M 0.02% -13,533 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,230 shares; 2024Q4: 151,374 shares; 2025Q1: 150,080 shares; 2025Q2: 148,463 shares; 2025Q3: 11,665 shares; 2025Q4: 126,568 shares; 2026Q1: 181,958 shares 181,958 $15.9M 0.02% +55,390 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,329 shares; 2024Q4: 65,344 shares; 2025Q1: 46,420 shares; 2025Q2: 46,730 shares; 2025Q3: 47,982 shares; 2025Q4: 51,372 shares; 2026Q1: 184,510 shares 184,510 $15.8M 0.02% +133,138 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,749 shares; 2025Q1: 7,834 shares; 2025Q2: 10,712 shares; 2025Q3: 15,294 shares; 2025Q4: 42,046 shares; 2026Q1: 428,495 shares 428,495 $15.8M 0.02% +386,449 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,786 shares; 2024Q4: 96,077 shares; 2025Q1: 96,150 shares; 2025Q2: 97,140 shares; 2025Q3: 97,011 shares; 2025Q4: 98,299 shares; 2026Q1: 135,986 shares 135,986 $15.7M 0.02% +37,687 Timeline VWOB 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: 730,321 shares; 2024Q4: 687,786 shares; 2025Q1: 445,999 shares; 2025Q2: 350,774 shares; 2025Q3: not reported; 2025Q4: 273,148 shares; 2026Q1: 239,876 shares 239,876 $15.7M 0.02% -33,272 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,513 shares; 2024Q4: 88,207 shares; 2025Q1: 101,042 shares; 2025Q2: 99,552 shares; 2025Q3: 95,330 shares; 2025Q4: 100,753 shares; 2026Q1: 115,866 shares 115,866 $15.7M 0.02% +15,113 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: 93,841 shares; 2024Q4: 81,599 shares; 2025Q1: 83,006 shares; 2025Q2: 86,918 shares; 2025Q3: 177,622 shares; 2025Q4: 184,361 shares; 2026Q1: 230,933 shares 230,933 $15.5M 0.02% +46,572 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,901 shares; 2024Q4: 98,761 shares; 2025Q1: 103,834 shares; 2025Q2: 100,435 shares; 2025Q3: 74,883 shares; 2025Q4: 108,131 shares; 2026Q1: 254,087 shares 254,087 $15.5M 0.02% +145,956 Timeline DFGR 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: 2,047,749 shares; 2024Q4: 1,786,962 shares; 2025Q1: 1,290,238 shares; 2025Q2: 967,509 shares; 2025Q3: 578,381 shares; 2025Q4: 682,977 shares; 2026Q1: 583,571 shares 583,571 $15.5M 0.02% -99,406 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,558 shares; 2024Q4: 136,330 shares; 2025Q1: 141,152 shares; 2025Q2: 132,352 shares; 2025Q3: 132,507 shares; 2025Q4: 132,232 shares; 2026Q1: 103,249 shares 103,249 $15.5M 0.02% -28,983 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,991 shares; 2024Q4: 182,084 shares; 2025Q1: 170,165 shares; 2025Q2: 193,495 shares; 2025Q3: 215,337 shares; 2025Q4: 201,510 shares; 2026Q1: 188,699 shares 188,699 $15.5M 0.02% -12,811 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,442 shares; 2025Q1: not reported; 2025Q2: 4,084 shares; 2025Q3: 4,950 shares; 2025Q4: 9,352 shares; 2026Q1: 67,666 shares 67,666 $15.4M 0.02% +58,314 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,755 shares; 2024Q4: 13,355 shares; 2025Q1: 10,300 shares; 2025Q2: 24,974 shares; 2025Q3: 8,934 shares; 2025Q4: 17,503 shares; 2026Q1: 126,959 shares 126,959 $15.3M 0.02% +109,456 Timeline VAW 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: 86,306 shares; 2024Q4: 83,815 shares; 2025Q1: 78,599 shares; 2025Q2: 73,513 shares; 2025Q3: 10,393 shares; 2025Q4: 69,246 shares; 2026Q1: 68,141 shares 68,141 $15.2M 0.02% -1,105 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,774 shares; 2024Q4: 95,088 shares; 2025Q1: 97,854 shares; 2025Q2: 193,770 shares; 2025Q3: 49,152 shares; 2025Q4: 191,036 shares; 2026Q1: 190,129 shares 190,129 $15.2M 0.02% -907 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,854 shares; 2024Q4: 35,813 shares; 2025Q1: 34,851 shares; 2025Q2: 38,017 shares; 2025Q3: 40,294 shares; 2025Q4: 55,561 shares; 2026Q1: 130,727 shares 130,727 $15.2M 0.02% +75,166 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,026 shares; 2024Q4: 34,941 shares; 2025Q1: 34,187 shares; 2025Q2: 34,963 shares; 2025Q3: 34,633 shares; 2025Q4: 39,204 shares; 2026Q1: 173,567 shares 173,567 $15.2M 0.02% +134,363 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,435 shares; 2024Q4: 140,624 shares; 2025Q1: 133,525 shares; 2025Q2: 132,464 shares; 2025Q3: 130,957 shares; 2025Q4: 140,209 shares; 2026Q1: 207,360 shares 207,360 $15.1M 0.02% +67,151 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 739,599 shares; 2026Q1: 586,765 shares 586,765 $15M 0.02% -152,834 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: 284,412 shares; 2024Q4: 473,972 shares; 2025Q1: 181,145 shares; 2025Q2: 274,257 shares; 2025Q3: 321,368 shares; 2025Q4: 359,722 shares; 2026Q1: 396,402 shares 396,402 $15M 0.02% +36,680 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,853 shares; 2024Q4: 25,690 shares; 2025Q1: 123,660 shares; 2025Q2: 146,432 shares; 2025Q3: 165,207 shares; 2025Q4: 181,349 shares; 2026Q1: 193,757 shares 193,757 $15M 0.02% +12,408 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,827 shares; 2024Q4: 104,081 shares; 2025Q1: 57,431 shares; 2025Q2: 50,933 shares; 2025Q3: 28,326 shares; 2025Q4: 28,350 shares; 2026Q1: 59,329 shares 59,329 $14.8M 0.02% +30,979 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: 99,546 shares; 2024Q4: 96,734 shares; 2025Q1: 80,678 shares; 2025Q2: 84,841 shares; 2025Q3: 119,377 shares; 2025Q4: 120,775 shares; 2026Q1: 131,570 shares 131,570 $14.8M 0.02% +10,795 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: 218,242 shares; 2024Q4: 219,200 shares; 2025Q1: 222,299 shares; 2025Q2: 204,287 shares; 2025Q3: 206,034 shares; 2025Q4: 221,238 shares; 2026Q1: 320,806 shares 320,806 $14.8M 0.02% +99,568 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237,076 shares; 2024Q4: 239,163 shares; 2025Q1: 237,133 shares; 2025Q2: 237,840 shares; 2025Q3: 6,590 shares; 2025Q4: 216,438 shares; 2026Q1: 196,599 shares 196,599 $14.8M 0.02% -19,839 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,733 shares; 2024Q4: 85,535 shares; 2025Q1: 89,867 shares; 2025Q2: 92,437 shares; 2025Q3: 91,881 shares; 2025Q4: 106,846 shares; 2026Q1: 249,156 shares 249,156 $14.8M 0.02% +142,310 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: 27,262 shares; 2024Q4: 30,116 shares; 2025Q1: 30,667 shares; 2025Q2: 32,154 shares; 2025Q3: 33,128 shares; 2025Q4: 34,972 shares; 2026Q1: 38,251 shares 38,251 $14.7M 0.02% +3,279 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,861 shares; 2024Q4: 137,547 shares; 2025Q1: 136,232 shares; 2025Q2: 129,800 shares; 2025Q3: 134,218 shares; 2025Q4: 148,819 shares; 2026Q1: 257,712 shares 257,712 $14.7M 0.02% +108,893 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: 612,439 shares; 2024Q4: 161,227 shares; 2025Q1: 157,899 shares; 2025Q2: 124,354 shares; 2025Q3: 172,033 shares; 2025Q4: 204,494 shares; 2026Q1: 252,363 shares 252,363 $14.6M 0.02% +47,869 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,533 shares; 2024Q4: 36,723 shares; 2025Q1: 33,401 shares; 2025Q2: 30,975 shares; 2025Q3: 43,817 shares; 2025Q4: 44,316 shares; 2026Q1: 122,488 shares 122,488 $14.6M 0.02% +78,172 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,330 shares; 2024Q4: 204,410 shares; 2025Q1: 349,983 shares; 2025Q2: 368,533 shares; 2025Q3: 387,894 shares; 2025Q4: 233,733 shares; 2026Q1: 534,366 shares 534,366 $14.6M 0.02% +300,633 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,631 shares; 2024Q4: 154,849 shares; 2025Q1: 136,408 shares; 2025Q2: 148,462 shares; 2025Q3: 98,737 shares; 2025Q4: 343,469 shares; 2026Q1: 335,984 shares 335,984 $14.5M 0.02% -7,485 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,444 shares; 2024Q4: 46,416 shares; 2025Q1: 33,707 shares; 2025Q2: 35,049 shares; 2025Q3: 33,812 shares; 2025Q4: 48,754 shares; 2026Q1: 220,554 shares 220,554 $14.5M 0.02% +171,800 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,604 shares; 2024Q4: 26,810 shares; 2025Q1: 18,085 shares; 2025Q2: 10,327 shares; 2025Q3: 27,543 shares; 2025Q4: 77,547 shares; 2026Q1: 568,534 shares 568,534 $14.4M 0.02% +490,987 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,513 shares; 2024Q4: 47,691 shares; 2025Q1: 45,558 shares; 2025Q2: 47,440 shares; 2025Q3: 49,098 shares; 2025Q4: 49,002 shares; 2026Q1: 53,593 shares 53,593 $14.4M 0.02% +4,591 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: 104,462 shares; 2024Q4: 100,939 shares; 2025Q1: 196,494 shares; 2025Q2: 89,618 shares; 2025Q3: 83,926 shares; 2025Q4: 136,147 shares; 2026Q1: 95,057 shares 95,057 $14.4M 0.02% -41,090 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,390 shares; 2024Q4: 3,114 shares; 2025Q1: 4,067 shares; 2025Q2: 7,483 shares; 2025Q3: 8,439 shares; 2025Q4: 8,179 shares; 2026Q1: 50,043 shares 50,043 $14.3M 0.02% +41,864 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,616 shares; 2024Q4: 120,269 shares; 2025Q1: 109,394 shares; 2025Q2: 113,615 shares; 2025Q3: 111,061 shares; 2025Q4: 119,018 shares; 2026Q1: 94,822 shares 94,822 $14.3M 0.02% -24,196 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,129 shares; 2024Q4: 13,931 shares; 2025Q1: 10,978 shares; 2025Q2: 10,583 shares; 2025Q3: 10,389 shares; 2025Q4: 20,990 shares; 2026Q1: 184,336 shares 184,336 $14.2M 0.02% +163,346 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,327 shares; 2024Q4: 9,000 shares; 2025Q1: 9,607 shares; 2025Q2: 10,307 shares; 2025Q3: 10,813 shares; 2025Q4: 14,595 shares; 2026Q1: 67,983 shares 67,983 $14.2M 0.02% +53,388 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,608 shares; 2024Q4: 167,789 shares; 2025Q1: 70,613 shares; 2025Q2: 105,846 shares; 2025Q3: 99,783 shares; 2025Q4: 129,935 shares; 2026Q1: 113,859 shares 113,859 $14.2M 0.02% -16,076 Timeline