IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,243,988 shares; 2024Q4: 5,365,087 shares; 2025Q1: 5,124,012 shares; 2025Q2: 5,027,841 shares; 2025Q3: 4,793,792 shares; 2025Q4: 4,754,627 shares; 2026Q1: 4,738,488 shares 4,738,488 $1.18B 6.53% -16,139 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,479,567 shares; 2024Q4: 32,186,775 shares; 2025Q1: 27,793,536 shares; 2025Q2: 26,334,834 shares; 2025Q3: 26,768,520 shares; 2025Q4: 26,792,150 shares; 2026Q1: 24,916,499 shares 24,916,499 $999M 5.53% -1,875,651 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,642,814 shares; 2024Q4: 4,663,212 shares; 2025Q1: 3,994,075 shares; 2025Q2: 3,024,929 shares; 2025Q3: 3,065,138 shares; 2025Q4: 3,152,922 shares; 2026Q1: 1,209,124 shares 1,209,124 $790M 4.37% -1,943,798 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,854,915 shares; 2024Q4: 6,167,862 shares; 2025Q1: 6,271,190 shares; 2025Q2: 6,568,250 shares; 2025Q3: 6,238,637 shares; 2025Q4: 6,332,301 shares; 2026Q1: 6,295,603 shares 6,295,603 $583M 3.23% -36,698 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: 23,768,114 shares; 2024Q4: 21,442,516 shares; 2025Q1: 16,172,047 shares; 2025Q2: 14,044,456 shares; 2025Q3: 12,103,838 shares; 2025Q4: 12,467,587 shares; 2026Q1: 12,537,350 shares 12,537,350 $579M 3.21% +69,763 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: 1,478,333 shares; 2024Q4: 1,527,973 shares; 2025Q1: 1,689,028 shares; 2025Q2: 1,715,649 shares; 2025Q3: 1,723,476 shares; 2025Q4: 2,540,243 shares; 2026Q1: 2,148,592 shares 2,148,592 $454M 2.51% -391,651 Timeline APCB TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,337,598 shares; 2024Q4: 17,978,057 shares; 2025Q1: 16,044,766 shares; 2025Q2: 15,311,688 shares; 2025Q3: 16,147,472 shares; 2025Q4: 16,305,253 shares; 2026Q1: 15,315,658 shares 15,315,658 $451M 2.5% -989,595 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,552,710 shares; 2024Q4: 19,075,278 shares; 2025Q1: 16,185,707 shares; 2025Q2: 15,180,772 shares; 2025Q3: 13,303,948 shares; 2025Q4: 13,359,462 shares; 2026Q1: 12,147,990 shares 12,147,990 $428M 2.37% -1,211,472 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: 5,992,230 shares; 2024Q4: 5,855,956 shares; 2025Q1: 4,474,738 shares; 2025Q2: 3,746,387 shares; 2025Q3: 3,551,332 shares; 2025Q4: 3,698,611 shares; 2026Q1: 3,653,783 shares 3,653,783 $413M 2.29% -44,828 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: 9,259,934 shares; 2024Q4: 8,036,066 shares; 2025Q1: 8,877,389 shares; 2025Q2: 10,924,248 shares; 2025Q3: 11,416,870 shares; 2025Q4: 12,804,813 shares; 2026Q1: 5,901,117 shares 5,901,117 $412M 2.28% -6,903,696 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: 3,823,373 shares; 2024Q4: 3,884,250 shares; 2025Q1: 3,944,685 shares; 2025Q2: 2,775,076 shares; 2025Q3: 2,823,287 shares; 2025Q4: 2,856,534 shares; 2026Q1: 2,782,303 shares 2,782,303 $405M 2.24% -74,231 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,925,572 shares; 2024Q4: 9,718,066 shares; 2025Q1: 7,163,492 shares; 2025Q2: 6,669,338 shares; 2025Q3: 7,862,403 shares; 2025Q4: 8,261,259 shares; 2026Q1: 6,570,020 shares 6,570,020 $382M 2.12% -1,691,239 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: 9,855,811 shares; 2024Q4: 10,428,733 shares; 2025Q1: 7,215,183 shares; 2025Q2: 8,959,087 shares; 2025Q3: 7,814,251 shares; 2025Q4: 7,400,273 shares; 2026Q1: 4,243,307 shares 4,243,307 $315M 1.75% -3,156,966 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: 18,845,980 shares; 2024Q4: 16,681,363 shares; 2025Q1: 16,866,256 shares; 2025Q2: 18,959,615 shares; 2025Q3: 7,471,419 shares; 2025Q4: 7,767,348 shares; 2026Q1: 3,057,730 shares 3,057,730 $304M 1.68% -4,709,618 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 880,352 shares; 2024Q4: 922,037 shares; 2025Q1: 2,089,464 shares; 2025Q2: 2,450,832 shares; 2025Q3: 2,233,141 shares; 2025Q4: 2,274,092 shares; 2026Q1: 3,008,428 shares 3,008,428 $303M 1.68% +734,336 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: 14,284,425 shares; 2024Q4: 15,636,699 shares; 2025Q1: 9,044,309 shares; 2025Q2: 8,802,068 shares; 2025Q3: 8,798,851 shares; 2025Q4: 8,904,224 shares; 2026Q1: 2,883,498 shares 2,883,498 $261M 1.44% -6,020,726 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: 311,518 shares; 2024Q4: 317,504 shares; 2025Q1: 243,590 shares; 2025Q2: 292,259 shares; 2025Q3: 378,456 shares; 2025Q4: 403,527 shares; 2026Q1: 369,712 shares 369,712 $240M 1.33% -33,815 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: 1,491,502 shares; 2024Q4: 1,881,474 shares; 2025Q1: 1,833,962 shares; 2025Q2: 1,604,455 shares; 2025Q3: 1,821,506 shares; 2025Q4: 1,881,084 shares; 2026Q1: 1,647,589 shares 1,647,589 $211M 1.17% -233,495 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: 3,525,467 shares; 2024Q4: 4,234,850 shares; 2025Q1: 1,652,600 shares; 2025Q2: 1,504,110 shares; 2025Q3: 225,727 shares; 2025Q4: 115,588 shares; 2026Q1: 1,839,954 shares 1,839,954 $205M 1.13% +1,724,366 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: 3,207,312 shares; 2024Q4: 3,218,965 shares; 2025Q1: 2,556,712 shares; 2025Q2: 2,398,080 shares; 2025Q3: 1,905,416 shares; 2025Q4: 1,093,491 shares; 2026Q1: 1,014,939 shares 1,014,939 $195M 1.08% -78,552 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: 10,414,168 shares; 2024Q4: 10,506,588 shares; 2025Q1: 9,880,335 shares; 2025Q2: 9,035,690 shares; 2025Q3: 9,775,154 shares; 2025Q4: 10,216,629 shares; 2026Q1: 4,041,545 shares 4,041,545 $194M 1.07% -6,175,084 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,189,223 shares; 2025Q3: 5,278,296 shares; 2025Q4: 5,520,465 shares; 2026Q1: 5,585,010 shares 5,585,010 $184M 1.02% +64,545 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: 3,024,334 shares; 2024Q4: 3,286,521 shares; 2025Q1: 2,081,712 shares; 2025Q2: 1,887,625 shares; 2025Q3: 1,896,494 shares; 2025Q4: 2,003,307 shares; 2026Q1: 1,930,735 shares 1,930,735 $183M 1.01% -72,572 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,445,731 shares; 2024Q4: 1,485,968 shares; 2025Q1: 1,057,451 shares; 2025Q2: 1,260,256 shares; 2025Q3: 1,311,140 shares; 2025Q4: 1,429,153 shares; 2026Q1: 7,965,762 shares 7,965,762 $182M 1.01% +6,536,609 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 288,160 shares; 2025Q2: 4,590,625 shares; 2025Q3: 4,540,276 shares; 2025Q4: 4,775,272 shares; 2026Q1: 4,706,059 shares 4,706,059 $170M 0.94% -69,213 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: 13,016 shares; 2024Q4: 689,435 shares; 2025Q1: 506,044 shares; 2025Q2: 474,901 shares; 2025Q3: 464,403 shares; 2025Q4: 721,042 shares; 2026Q1: 706,374 shares 706,374 $170M 0.94% -14,668 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: 2,099,651 shares; 2024Q4: 2,094,533 shares; 2025Q1: 1,821,789 shares; 2025Q2: 1,815,609 shares; 2025Q3: 1,824,955 shares; 2025Q4: 1,859,900 shares; 2026Q1: 275,452 shares 275,452 $165M 0.91% -1,584,448 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: 1,171,590 shares; 2024Q4: 1,195,005 shares; 2025Q1: 1,056,345 shares; 2025Q2: 1,182,310 shares; 2025Q3: 1,205,817 shares; 2025Q4: 1,262,561 shares; 2026Q1: 934,480 shares 934,480 $163M 0.9% -328,081 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: 990,040 shares; 2024Q4: 962,533 shares; 2025Q1: 634,954 shares; 2025Q2: 579,864 shares; 2025Q3: 561,925 shares; 2025Q4: 578,222 shares; 2026Q1: 496,591 shares 496,591 $159M 0.88% -81,631 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: 798,504 shares; 2024Q4: 875,674 shares; 2025Q1: 764,653 shares; 2025Q2: 778,438 shares; 2025Q3: 764,465 shares; 2025Q4: 823,738 shares; 2026Q1: 626,856 shares 626,856 $159M 0.88% -196,882 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: 13,566,002 shares; 2024Q4: 13,830,636 shares; 2025Q1: 12,998,087 shares; 2025Q2: 11,789,506 shares; 2025Q3: 11,854,360 shares; 2025Q4: 12,029,160 shares; 2026Q1: 2,289,350 shares 2,289,350 $147M 0.81% -9,739,810 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,677 shares; 2024Q4: 6,677 shares; 2025Q1: 6,677 shares; 2025Q2: 6,677 shares; 2025Q3: 6,677 shares; 2025Q4: 6,521 shares; 2026Q1: 3,304,392 shares 3,304,392 $136M 0.75% +3,297,871 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,526,940 shares; 2024Q4: 1,654,622 shares; 2025Q1: 1,748,015 shares; 2025Q2: 1,907,224 shares; 2025Q3: 1,969,985 shares; 2025Q4: 2,038,665 shares; 2026Q1: 2,244,861 shares 2,244,861 $130M 0.72% +206,196 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,945,092 shares 3,945,092 $129M 0.71% new 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: 5,302,500 shares; 2024Q4: 4,832,344 shares; 2025Q1: 4,321,504 shares; 2025Q2: 4,877,240 shares; 2025Q3: 1,658,407 shares; 2025Q4: 1,753,361 shares; 2026Q1: 1,175,348 shares 1,175,348 $125M 0.69% -578,013 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,433 shares; 2024Q4: 5,462 shares; 2025Q1: not reported; 2025Q2: 2,195,945 shares; 2025Q3: 2,195,648 shares; 2025Q4: 2,350,604 shares; 2026Q1: 2,470,476 shares 2,470,476 $124M 0.68% +119,872 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: 3,019,291 shares; 2024Q4: 3,210,143 shares; 2025Q1: 2,386,201 shares; 2025Q2: 2,304,249 shares; 2025Q3: 2,517,582 shares; 2025Q4: 2,734,939 shares; 2026Q1: 2,323,420 shares 2,323,420 $121M 0.67% -411,519 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: 515,353 shares; 2024Q4: 552,911 shares; 2025Q1: 455,878 shares; 2025Q2: 473,560 shares; 2025Q3: 466,147 shares; 2025Q4: 476,362 shares; 2026Q1: 320,661 shares 320,661 $119M 0.66% -155,701 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,063,313 shares; 2024Q4: 2,228,843 shares; 2025Q1: 3,284,240 shares; 2025Q2: 1,737,287 shares; 2025Q3: 2,141,699 shares; 2025Q4: 2,658,878 shares; 2026Q1: 2,437,302 shares 2,437,302 $111M 0.62% -221,576 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: not reported; 2024Q4: not reported; 2025Q1: 3,903,101 shares; 2025Q2: 2,931,693 shares; 2025Q3: 3,525,606 shares; 2025Q4: 3,571,543 shares; 2026Q1: 3,300,184 shares 3,300,184 $111M 0.61% -271,359 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: 2,246,684 shares; 2024Q4: 2,262,544 shares; 2025Q1: 1,679,931 shares; 2025Q2: 1,470,537 shares; 2025Q3: 1,433,532 shares; 2025Q4: 1,515,588 shares; 2026Q1: 1,319,664 shares 1,319,664 $97.2M 0.54% -195,924 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,522,818 shares; 2024Q4: 2,511,037 shares; 2025Q1: 2,476,842 shares; 2025Q2: 3,500,821 shares; 2025Q3: 1,777,330 shares; 2025Q4: 2,646,521 shares; 2026Q1: 3,721,954 shares 3,721,954 $95.7M 0.53% +1,075,433 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: 574,725 shares; 2024Q4: 632,355 shares; 2025Q1: 530,972 shares; 2025Q2: 550,839 shares; 2025Q3: 553,350 shares; 2025Q4: 628,856 shares; 2026Q1: 455,333 shares 455,333 $94.8M 0.52% -173,523 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: 1,163,397 shares; 2024Q4: 1,122,888 shares; 2025Q1: 933,568 shares; 2025Q2: 649,083 shares; 2025Q3: 633,514 shares; 2025Q4: 659,149 shares; 2026Q1: 478,310 shares 478,310 $93.8M 0.52% -180,839 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: 2,280,126 shares; 2024Q4: 2,262,290 shares; 2025Q1: 1,682,746 shares; 2025Q2: 1,503,064 shares; 2025Q3: 1,478,987 shares; 2025Q4: 1,502,638 shares; 2026Q1: 1,167,418 shares 1,167,418 $90M 0.5% -335,220 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,040,869 shares; 2024Q4: 2,314,948 shares; 2025Q1: 2,467,664 shares; 2025Q2: 1,985,172 shares; 2025Q3: 2,104,367 shares; 2025Q4: 2,162,944 shares; 2026Q1: 1,885,529 shares 1,885,529 $88.5M 0.49% -277,415 Timeline APMU TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,726,754 shares; 2024Q4: 3,855,706 shares; 2025Q1: 3,108,501 shares; 2025Q2: 2,886,304 shares; 2025Q3: 3,122,600 shares; 2025Q4: 3,273,539 shares; 2026Q1: 3,089,868 shares 3,089,868 $76.9M 0.43% -183,671 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: 4,413,757 shares; 2024Q4: 4,597,743 shares; 2025Q1: 4,626,760 shares; 2025Q2: 4,311,017 shares; 2025Q3: 4,253,906 shares; 2025Q4: 4,449,447 shares; 2026Q1: 883,412 shares 883,412 $69.3M 0.38% -3,566,035 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: 352,521 shares; 2024Q4: 335,022 shares; 2025Q1: 305,395 shares; 2025Q2: 182,351 shares; 2025Q3: 182,329 shares; 2025Q4: 197,979 shares; 2026Q1: 153,900 shares 153,900 $67.2M 0.37% -44,079 Timeline GSUS 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: 591,897 shares; 2024Q4: 625,731 shares; 2025Q1: 478,033 shares; 2025Q2: 458,939 shares; 2025Q3: 491,846 shares; 2025Q4: 616,858 shares; 2026Q1: 730,250 shares 730,250 $65.4M 0.36% +113,392 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: 272,536 shares; 2024Q4: 285,460 shares; 2025Q1: 217,542 shares; 2025Q2: 240,924 shares; 2025Q3: 244,162 shares; 2025Q4: 273,625 shares; 2026Q1: 207,929 shares 207,929 $64.4M 0.36% -65,696 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: 143,332 shares; 2024Q4: 153,742 shares; 2025Q1: 133,553 shares; 2025Q2: 146,148 shares; 2025Q3: 148,798 shares; 2025Q4: 164,799 shares; 2026Q1: 112,373 shares 112,373 $64.3M 0.36% -52,426 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: 96,537 shares; 2024Q4: 107,990 shares; 2025Q1: 100,596 shares; 2025Q2: 607,046 shares; 2025Q3: 573,716 shares; 2025Q4: 584,971 shares; 2026Q1: 540,480 shares 540,480 $59.7M 0.33% -44,491 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,511,750 shares; 2024Q4: 1,451,306 shares; 2025Q1: 1,113,928 shares; 2025Q2: 1,013,142 shares; 2025Q3: 953,820 shares; 2025Q4: 944,913 shares; 2026Q1: 843,617 shares 843,617 $59.2M 0.33% -101,296 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: 439,140 shares; 2024Q4: 468,443 shares; 2025Q1: 396,129 shares; 2025Q2: 432,033 shares; 2025Q3: 368,500 shares; 2025Q4: 394,579 shares; 2026Q1: 200,902 shares 200,902 $57.8M 0.32% -193,677 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: 251,676 shares; 2024Q4: 255,087 shares; 2025Q1: 209,677 shares; 2025Q2: 236,111 shares; 2025Q3: 237,613 shares; 2025Q4: 235,949 shares; 2026Q1: 201,151 shares 201,151 $57.7M 0.32% -34,798 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: 5,561,427 shares; 2024Q4: 5,751,260 shares; 2025Q1: 5,764,071 shares; 2025Q2: 5,144,239 shares; 2025Q3: 5,151,493 shares; 2025Q4: 5,269,272 shares; 2026Q1: 1,033,930 shares 1,033,930 $55.9M 0.31% -4,235,342 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: 709,496 shares; 2024Q4: 757,692 shares; 2025Q1: 541,691 shares; 2025Q2: 567,592 shares; 2025Q3: 1,254,850 shares; 2025Q4: 1,177,323 shares; 2026Q1: 1,137,153 shares 1,137,153 $54.9M 0.3% -40,170 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: 355,778 shares; 2024Q4: 331,875 shares; 2025Q1: 248,627 shares; 2025Q2: 255,261 shares; 2025Q3: 244,053 shares; 2025Q4: 272,424 shares; 2026Q1: 182,397 shares 182,397 $53.7M 0.3% -90,027 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: 200,533 shares; 2024Q4: 228,141 shares; 2025Q1: 214,659 shares; 2025Q2: 174,860 shares; 2025Q3: 157,372 shares; 2025Q4: 204,201 shares; 2026Q1: 146,636 shares 146,636 $52.3M 0.29% -57,565 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 681,856 shares; 2024Q4: 2,768,318 shares; 2025Q1: 1,796,120 shares; 2025Q2: 1,603,479 shares; 2025Q3: 1,759,358 shares; 2025Q4: 1,952,024 shares; 2026Q1: 1,728,880 shares 1,728,880 $50.4M 0.28% -223,144 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,676,828 shares; 2024Q4: 2,532,070 shares; 2025Q1: 1,899,131 shares; 2025Q2: 1,909,893 shares; 2025Q3: 2,089,194 shares; 2025Q4: 2,119,098 shares; 2026Q1: 2,158,124 shares 2,158,124 $49.9M 0.28% +39,026 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: 27,020 shares; 2024Q4: 1,118,460 shares; 2025Q1: 1,663,205 shares; 2025Q2: 1,124,241 shares; 2025Q3: 1,707,152 shares; 2025Q4: 1,721,476 shares; 2026Q1: 547,969 shares 547,969 $48.3M 0.27% -1,173,507 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: 97,478 shares; 2024Q4: 99,596 shares; 2025Q1: 97,027 shares; 2025Q2: 90,067 shares; 2025Q3: 90,898 shares; 2025Q4: 110,117 shares; 2026Q1: 110,098 shares 110,098 $47.4M 0.26% -19 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: 514,517 shares; 2024Q4: 504,724 shares; 2025Q1: 299,362 shares; 2025Q2: 271,912 shares; 2025Q3: 369,798 shares; 2025Q4: 333,501 shares; 2026Q1: 330,863 shares 330,863 $46.8M 0.26% -2,638 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,425,584 shares; 2024Q4: 996,088 shares; 2025Q1: 1,369,502 shares; 2025Q2: 849,048 shares; 2025Q3: 267,894 shares; 2025Q4: 1,535,570 shares; 2026Q1: 1,721,135 shares 1,721,135 $45.3M 0.25% +185,565 Timeline GCOR 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: 506,555 shares; 2024Q4: 532,031 shares; 2025Q1: 370,048 shares; 2025Q2: 561,092 shares; 2025Q3: 624,385 shares; 2025Q4: 772,682 shares; 2026Q1: 1,020,222 shares 1,020,222 $42.2M 0.23% +247,540 Timeline CERY 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: 66,411 shares; 2025Q1: 940,766 shares; 2025Q2: 814,348 shares; 2025Q3: 1,184,912 shares; 2025Q4: 1,065,337 shares; 2026Q1: 1,188,939 shares 1,188,939 $41.9M 0.23% +123,602 Timeline VCRB 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: not reported; 2024Q4: not reported; 2025Q1: 54,287 shares; 2025Q2: 48,562 shares; 2025Q3: 491,750 shares; 2025Q4: 532,424 shares; 2026Q1: 534,429 shares 534,429 $41.4M 0.23% +2,005 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 816,931 shares 816,931 $40.8M 0.23% new Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 833,614 shares; 2024Q4: 866,245 shares; 2025Q1: 919,992 shares; 2025Q2: 839,143 shares; 2025Q3: 788,982 shares; 2025Q4: 736,717 shares; 2026Q1: 844,212 shares 844,212 $40.1M 0.22% +107,495 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: 509,312 shares; 2024Q4: 508,955 shares; 2025Q1: 470,643 shares; 2025Q2: 401,840 shares; 2025Q3: 375,378 shares; 2025Q4: 382,617 shares; 2026Q1: 320,878 shares 320,878 $39.9M 0.22% -61,739 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 617,245 shares; 2024Q4: 566,551 shares; 2025Q1: 445,608 shares; 2025Q2: 393,667 shares; 2025Q3: 368,274 shares; 2025Q4: 363,817 shares; 2026Q1: 326,059 shares 326,059 $39.5M 0.22% -37,758 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: 183,843 shares; 2024Q4: 182,295 shares; 2025Q1: 152,425 shares; 2025Q2: 161,916 shares; 2025Q3: 139,234 shares; 2025Q4: 151,513 shares; 2026Q1: 126,208 shares 126,208 $38.1M 0.21% -25,305 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: 294,669 shares; 2024Q4: 284,205 shares; 2025Q1: 260,606 shares; 2025Q2: 283,832 shares; 2025Q3: 212,750 shares; 2025Q4: 269,143 shares; 2026Q1: 222,997 shares 222,997 $37.8M 0.21% -46,146 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 407,150 shares; 2024Q4: 457,456 shares; 2025Q1: 375,799 shares; 2025Q2: 328,023 shares; 2025Q3: 396,506 shares; 2025Q4: 412,643 shares; 2026Q1: 327,885 shares 327,885 $35.7M 0.2% -84,758 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: 42,127 shares; 2024Q4: 47,311 shares; 2025Q1: 44,293 shares; 2025Q2: 38,259 shares; 2025Q3: 46,128 shares; 2025Q4: 56,034 shares; 2026Q1: 38,713 shares 38,713 $35.6M 0.2% -17,321 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285,378 shares; 2024Q4: 999,509 shares; 2025Q1: 1,039,264 shares; 2025Q2: 1,125,858 shares; 2025Q3: 1,145,928 shares; 2025Q4: 1,186,424 shares; 2026Q1: 1,165,603 shares 1,165,603 $35.6M 0.2% -20,821 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: 2,154,873 shares; 2024Q4: 2,240,007 shares; 2025Q1: 2,338,550 shares; 2025Q2: 2,190,464 shares; 2025Q3: 2,153,162 shares; 2025Q4: 2,246,991 shares; 2026Q1: 450,631 shares 450,631 $34.8M 0.19% -1,796,360 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: 92,234 shares; 2024Q4: 104,055 shares; 2025Q1: 81,313 shares; 2025Q2: 97,926 shares; 2025Q3: 101,283 shares; 2025Q4: 111,669 shares; 2026Q1: 92,700 shares 92,700 $34.5M 0.19% -18,969 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,839,828 shares; 2024Q4: 3,898,004 shares; 2025Q1: 3,857,241 shares; 2025Q2: 3,546,904 shares; 2025Q3: 3,594,348 shares; 2025Q4: 3,745,032 shares; 2026Q1: 722,987 shares 722,987 $33.9M 0.19% -3,022,045 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 528,398 shares; 2024Q4: 495,158 shares; 2025Q1: 651,372 shares; 2025Q2: 616,527 shares; 2025Q3: 616,694 shares; 2025Q4: 628,580 shares; 2026Q1: 620,262 shares 620,262 $32.6M 0.18% -8,318 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,313,911 shares; 2024Q4: 2,347,498 shares; 2025Q1: 2,394,855 shares; 2025Q2: 2,255,479 shares; 2025Q3: 2,272,973 shares; 2025Q4: 2,379,624 shares; 2026Q1: 458,611 shares 458,611 $31.5M 0.17% -1,921,013 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: 44,543 shares; 2024Q4: 42,594 shares; 2025Q1: 36,001 shares; 2025Q2: 44,176 shares; 2025Q3: 42,041 shares; 2025Q4: 439,404 shares; 2026Q1: 316,155 shares 316,155 $30.4M 0.17% -123,249 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: 215,596 shares; 2024Q4: 214,938 shares; 2025Q1: 255,537 shares; 2025Q2: 189,666 shares; 2025Q3: 196,434 shares; 2025Q4: 348,640 shares; 2026Q1: 362,748 shares 362,748 $30M 0.17% +14,108 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: 88,574 shares; 2024Q4: 83,568 shares; 2025Q1: 77,295 shares; 2025Q2: 89,256 shares; 2025Q3: 95,926 shares; 2025Q4: 91,209 shares; 2026Q1: 86,988 shares 86,988 $29.7M 0.16% -4,221 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,359,117 shares; 2024Q4: 1,507,637 shares; 2025Q1: 1,188,627 shares; 2025Q2: 770,227 shares; 2025Q3: 525,332 shares; 2025Q4: 525,690 shares; 2026Q1: 518,560 shares 518,560 $28.6M 0.16% -7,130 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: 335,142 shares; 2024Q4: 360,572 shares; 2025Q1: 369,053 shares; 2025Q2: 398,243 shares; 2025Q3: 413,728 shares; 2025Q4: 434,830 shares; 2026Q1: 477,927 shares 477,927 $28.3M 0.16% +43,097 Timeline SPTI 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: 52,445 shares; 2024Q4: 51,659 shares; 2025Q1: 60,933 shares; 2025Q2: 58,156 shares; 2025Q3: 47,910 shares; 2025Q4: 835,570 shares; 2026Q1: 986,785 shares 986,785 $28.3M 0.16% +151,215 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: 260,157 shares; 2024Q4: 260,218 shares; 2025Q1: 219,663 shares; 2025Q2: 224,229 shares; 2025Q3: 230,039 shares; 2025Q4: 222,350 shares; 2026Q1: 133,410 shares 133,410 $27.6M 0.15% -88,940 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: 171,030 shares; 2024Q4: 192,617 shares; 2025Q1: 165,858 shares; 2025Q2: 137,110 shares; 2025Q3: 129,879 shares; 2025Q4: 147,762 shares; 2026Q1: 210,438 shares 210,438 $27.6M 0.15% +62,676 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 922,504 shares; 2025Q4: 1,002,703 shares; 2026Q1: 1,109,940 shares 1,109,940 $27M 0.15% +107,237 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: 698,810 shares; 2024Q4: 719,045 shares; 2025Q1: 461,380 shares; 2025Q2: 446,034 shares; 2025Q3: 436,942 shares; 2025Q4: 480,415 shares; 2026Q1: 621,463 shares 621,463 $26.8M 0.15% +141,048 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362,742 shares; 2024Q4: 385,016 shares; 2025Q1: 206,018 shares; 2025Q2: 221,919 shares; 2025Q3: 208,043 shares; 2025Q4: 233,506 shares; 2026Q1: 278,390 shares 278,390 $26.6M 0.15% +44,884 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: 176,489 shares; 2024Q4: 114,434 shares; 2025Q1: 227,177 shares; 2025Q2: 288,324 shares; 2025Q3: 328,580 shares; 2025Q4: 339,371 shares; 2026Q1: 398,720 shares 398,720 $26.3M 0.15% +59,349 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: 570,225 shares; 2024Q4: 552,093 shares; 2025Q1: 540,535 shares; 2025Q2: 495,406 shares; 2025Q3: 419,020 shares; 2025Q4: 424,788 shares; 2026Q1: 348,047 shares 348,047 $26.1M 0.14% -76,741 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: 70,189 shares; 2024Q4: 78,223 shares; 2025Q1: 82,209 shares; 2025Q2: 70,247 shares; 2025Q3: 63,633 shares; 2025Q4: 68,806 shares; 2026Q1: 60,264 shares 60,264 $25.7M 0.14% -8,542 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 716,555 shares; 2024Q4: 708,108 shares; 2025Q1: 544,239 shares; 2025Q2: 510,844 shares; 2025Q3: 519,249 shares; 2025Q4: 630,493 shares; 2026Q1: 564,830 shares 564,830 $25.7M 0.14% -65,663 Timeline GWX 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: 412,173 shares; 2024Q4: 451,422 shares; 2025Q1: 477,749 shares; 2025Q2: 512,248 shares; 2025Q3: 527,155 shares; 2025Q4: 545,696 shares; 2026Q1: 590,373 shares 590,373 $24.9M 0.14% +44,677 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: 130,384 shares; 2025Q1: 153,355 shares; 2025Q2: 154,694 shares; 2025Q3: 159,762 shares; 2025Q4: 132,491 shares; 2026Q1: 113,081 shares 113,081 $24.2M 0.13% -19,410 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: 73,042 shares; 2024Q4: 74,528 shares; 2025Q1: 67,918 shares; 2025Q2: 77,062 shares; 2025Q3: 81,332 shares; 2025Q4: 86,335 shares; 2026Q1: 65,659 shares 65,659 $23.5M 0.13% -20,676 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: 141,047 shares; 2024Q4: 136,966 shares; 2025Q1: 106,553 shares; 2025Q2: 105,293 shares; 2025Q3: 115,711 shares; 2025Q4: 140,700 shares; 2026Q1: 182,987 shares 182,987 $22.9M 0.13% +42,287 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: 538,342 shares; 2024Q4: 530,922 shares; 2025Q1: 435,455 shares; 2025Q2: 434,828 shares; 2025Q3: 418,231 shares; 2025Q4: 426,817 shares; 2026Q1: 291,732 shares 291,732 $22.6M 0.13% -135,085 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: 432,013 shares; 2024Q4: 628,996 shares; 2025Q1: 575,292 shares; 2025Q2: 450,566 shares; 2025Q3: 627,612 shares; 2025Q4: 242,869 shares; 2026Q1: 246,875 shares 246,875 $22.6M 0.13% +4,006 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: 518,169 shares; 2024Q4: 617,916 shares; 2025Q1: 628,288 shares; 2025Q2: 518,912 shares; 2025Q3: 488,339 shares; 2025Q4: 507,503 shares; 2026Q1: 330,567 shares 330,567 $22.3M 0.12% -176,936 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: 163,279 shares; 2024Q4: 209,921 shares; 2025Q1: 151,865 shares; 2025Q2: 121,332 shares; 2025Q3: 120,299 shares; 2025Q4: 147,301 shares; 2026Q1: 103,527 shares 103,527 $22.1M 0.12% -43,774 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: 217,559 shares; 2024Q4: 209,699 shares; 2025Q1: 172,401 shares; 2025Q2: 166,511 shares; 2025Q3: 132,325 shares; 2025Q4: 156,843 shares; 2026Q1: 148,530 shares 148,530 $21.5M 0.12% -8,313 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 245,847 shares; 2026Q1: 238,196 shares 238,196 $21.2M 0.12% -7,651 Timeline CAFX 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: 441,943 shares; 2025Q1: 518,027 shares; 2025Q2: 637,206 shares; 2025Q3: 700,498 shares; 2025Q4: 806,805 shares; 2026Q1: 834,102 shares 834,102 $20.7M 0.11% +27,297 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,675 shares; 2024Q4: 175,909 shares; 2025Q1: 180,017 shares; 2025Q2: 179,519 shares; 2025Q3: 250,269 shares; 2025Q4: 254,740 shares; 2026Q1: 153,739 shares 153,739 $20.3M 0.11% -101,001 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 761,242 shares; 2024Q4: 748,268 shares; 2025Q1: 764,513 shares; 2025Q2: 3,014,612 shares; 2025Q3: 3,061,332 shares; 2025Q4: 3,109,825 shares; 2026Q1: 202,159 shares 202,159 $20.3M 0.11% -2,907,666 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,518 shares; 2024Q4: 5,315 shares; 2025Q1: 23,828 shares; 2025Q2: 50,488 shares; 2025Q3: 58,086 shares; 2025Q4: 58,740 shares; 2026Q1: 397,623 shares 397,623 $20.1M 0.11% +338,883 Timeline JNK 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: 239,485 shares; 2024Q4: 478,806 shares; 2025Q1: 209,133 shares; 2025Q2: 286,860 shares; 2025Q3: 439,650 shares; 2025Q4: 254,753 shares; 2026Q1: 205,335 shares 205,335 $19.7M 0.11% -49,418 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 621,756 shares; 2025Q4: 752,557 shares; 2026Q1: 785,241 shares 785,241 $19.4M 0.11% +32,684 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: 148,740 shares; 2024Q4: 146,995 shares; 2025Q1: 129,648 shares; 2025Q2: 99,829 shares; 2025Q3: 89,391 shares; 2025Q4: 105,693 shares; 2026Q1: 78,628 shares 78,628 $19.2M 0.11% -27,065 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: 124,291 shares; 2024Q4: 105,606 shares; 2025Q1: 84,412 shares; 2025Q2: 93,337 shares; 2025Q3: 98,196 shares; 2025Q4: 100,491 shares; 2026Q1: 77,839 shares 77,839 $18.9M 0.1% -22,652 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: 79,244 shares; 2024Q4: 82,214 shares; 2025Q1: 58,583 shares; 2025Q2: 60,281 shares; 2025Q3: 147,459 shares; 2025Q4: 149,369 shares; 2026Q1: 148,693 shares 148,693 $18.8M 0.1% -676 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 405,022 shares; 2025Q4: 666,388 shares; 2026Q1: 580,773 shares 580,773 $18.5M 0.1% -85,615 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: 64,929 shares; 2024Q4: 65,095 shares; 2025Q1: 52,151 shares; 2025Q2: 57,545 shares; 2025Q3: 57,779 shares; 2025Q4: 58,553 shares; 2026Q1: 50,175 shares 50,175 $18.2M 0.1% -8,378 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: 202,397 shares; 2024Q4: 198,677 shares; 2025Q1: 142,801 shares; 2025Q2: 129,471 shares; 2025Q3: 125,738 shares; 2025Q4: 131,452 shares; 2026Q1: 82,997 shares 82,997 $18.1M 0.1% -48,455 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: 683,232 shares; 2024Q4: 593,711 shares; 2025Q1: 494,460 shares; 2025Q2: 534,765 shares; 2025Q3: 383,958 shares; 2025Q4: 382,335 shares; 2026Q1: 536,985 shares 536,985 $18M 0.1% +154,650 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: 152,941 shares; 2024Q4: 110,205 shares; 2025Q1: 83,037 shares; 2025Q2: 95,954 shares; 2025Q3: 98,730 shares; 2025Q4: 122,518 shares; 2026Q1: 115,793 shares 115,793 $18M 0.1% -6,725 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: 69,297 shares; 2024Q4: 67,421 shares; 2025Q1: 46,809 shares; 2025Q2: 57,124 shares; 2025Q3: 59,589 shares; 2025Q4: 72,534 shares; 2026Q1: 60,320 shares 60,320 $17.8M 0.1% -12,214 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: 182,466 shares; 2024Q4: 160,913 shares; 2025Q1: 133,454 shares; 2025Q2: 155,394 shares; 2025Q3: 161,807 shares; 2025Q4: 162,579 shares; 2026Q1: 132,877 shares 132,877 $17.5M 0.1% -29,702 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 886,039 shares; 2024Q4: 885,192 shares; 2025Q1: 716,802 shares; 2025Q2: 714,574 shares; 2025Q3: 726,175 shares; 2025Q4: 738,542 shares; 2026Q1: 84,939 shares 84,939 $17.5M 0.1% -653,603 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: 72,949 shares; 2024Q4: 71,471 shares; 2025Q1: 63,994 shares; 2025Q2: 73,132 shares; 2025Q3: 76,981 shares; 2025Q4: 80,427 shares; 2026Q1: 53,910 shares 53,910 $17.2M 0.09% -26,517 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: 304,761 shares; 2024Q4: 310,479 shares; 2025Q1: 284,584 shares; 2025Q2: 266,871 shares; 2025Q3: 230,476 shares; 2025Q4: 237,541 shares; 2026Q1: 225,291 shares 225,291 $17.1M 0.09% -12,250 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 594,386 shares; 2024Q4: 518,783 shares; 2025Q1: 535,081 shares; 2025Q2: 616,151 shares; 2025Q3: 654,153 shares; 2025Q4: 676,863 shares; 2026Q1: 653,320 shares 653,320 $17.1M 0.09% -23,543 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275,033 shares; 2024Q4: 187,238 shares; 2025Q1: 185,444 shares; 2025Q2: 182,014 shares; 2025Q3: 155,760 shares; 2025Q4: 155,636 shares; 2026Q1: 159,373 shares 159,373 $17M 0.09% +3,737 Timeline EMHC 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: 294,772 shares; 2024Q4: 333,505 shares; 2025Q1: 389,522 shares; 2025Q2: 456,825 shares; 2025Q3: 519,243 shares; 2025Q4: 563,937 shares; 2026Q1: 672,315 shares 672,315 $16.7M 0.09% +108,378 Timeline EBND 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: 680,211 shares; 2024Q4: 757,519 shares; 2025Q1: 750,137 shares; 2025Q2: 804,720 shares; 2025Q3: 769,490 shares; 2025Q4: 772,574 shares; 2026Q1: 804,462 shares 804,462 $16.6M 0.09% +31,888 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,370 shares; 2024Q4: 12,395 shares; 2025Q1: 3,899 shares; 2025Q2: 127,222 shares; 2025Q3: 130,490 shares; 2025Q4: 126,292 shares; 2026Q1: 201,188 shares 201,188 $16.5M 0.09% +74,896 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,444 shares; 2024Q4: 38,059 shares; 2025Q1: 16,875 shares; 2025Q2: 17,599 shares; 2025Q3: 22,074 shares; 2025Q4: 15,068 shares; 2026Q1: 715,154 shares 715,154 $16.1M 0.09% +700,086 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 622,953 shares; 2024Q4: 691,050 shares; 2025Q1: 337,425 shares; 2025Q2: 300,907 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 212,249 shares 212,249 $16M 0.09% new 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: 18,584 shares; 2024Q4: 18,524 shares; 2025Q1: 16,649 shares; 2025Q2: 22,444 shares; 2025Q3: 21,095 shares; 2025Q4: 30,675 shares; 2026Q1: 28,230 shares 28,230 $15.9M 0.09% -2,445 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: 313,102 shares; 2024Q4: 286,953 shares; 2025Q1: 276,287 shares; 2025Q2: 170,471 shares; 2025Q3: 201,145 shares; 2025Q4: 203,142 shares; 2026Q1: 200,781 shares 200,781 $15.7M 0.09% -2,361 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: 44,490 shares; 2024Q4: 41,194 shares; 2025Q1: 32,518 shares; 2025Q2: 34,334 shares; 2025Q3: 32,430 shares; 2025Q4: 28,138 shares; 2026Q1: 31,866 shares 31,866 $15.7M 0.09% +3,728 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: 4,031,577 shares; 2024Q4: 4,071,476 shares; 2025Q1: 4,144,232 shares; 2025Q2: 311,511 shares; 2025Q3: 311,501 shares; 2025Q4: 325,324 shares; 2026Q1: 156,840 shares 156,840 $15.2M 0.08% -168,484 Timeline BCUS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE 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: 391,794 shares; 2026Q1: 474,902 shares 474,902 $15.2M 0.08% +83,108 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: 142,676 shares; 2024Q4: 140,033 shares; 2025Q1: 112,826 shares; 2025Q2: 123,845 shares; 2025Q3: 129,398 shares; 2025Q4: 130,126 shares; 2026Q1: 103,063 shares 103,063 $15.2M 0.08% -27,063 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: 378,970 shares 378,970 $15.1M 0.08% new Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,786 shares; 2024Q4: 131,724 shares; 2025Q1: 210,351 shares; 2025Q2: 189,672 shares; 2025Q3: 187,057 shares; 2025Q4: 194,546 shares; 2026Q1: 161,614 shares 161,614 $14.9M 0.08% -32,932 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: 22,856 shares; 2024Q4: 26,829 shares; 2025Q1: 79,954 shares; 2025Q2: 101,646 shares; 2025Q3: 102,745 shares; 2025Q4: 105,424 shares; 2026Q1: 101,480 shares 101,480 $14.8M 0.08% -3,944 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: 144,913 shares; 2024Q4: 160,785 shares; 2025Q1: 213,591 shares; 2025Q2: 175,726 shares; 2025Q3: 103,836 shares; 2025Q4: 105,547 shares; 2026Q1: 77,248 shares 77,248 $14.8M 0.08% -28,299 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,288 shares; 2024Q4: 61,243 shares; 2025Q1: 59,481 shares; 2025Q2: 66,295 shares; 2025Q3: 161,319 shares; 2025Q4: 162,809 shares; 2026Q1: 163,970 shares 163,970 $14.8M 0.08% +1,161 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: 145,842 shares; 2024Q4: 145,625 shares; 2025Q1: 124,903 shares; 2025Q2: 132,670 shares; 2025Q3: 131,254 shares; 2025Q4: 127,624 shares; 2026Q1: 44,804 shares 44,804 $14.7M 0.08% -82,820 Timeline TIPX 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: 526,720 shares; 2024Q4: 573,909 shares; 2025Q1: 593,754 shares; 2025Q2: 637,279 shares; 2025Q3: 661,009 shares; 2025Q4: 683,430 shares; 2026Q1: 765,915 shares 765,915 $14.7M 0.08% +82,485 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 520,000 shares; 2024Q4: 496,410 shares; 2025Q1: 480,847 shares; 2025Q2: 447,836 shares; 2025Q3: 436,684 shares; 2025Q4: 506,138 shares; 2026Q1: 483,085 shares 483,085 $14.6M 0.08% -23,053 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: 275,615 shares; 2024Q4: 286,529 shares; 2025Q1: 198,886 shares; 2025Q2: 179,907 shares; 2025Q3: 186,401 shares; 2025Q4: 201,673 shares; 2026Q1: 117,508 shares 117,508 $14.6M 0.08% -84,165 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,166 shares; 2024Q4: 253,632 shares; 2025Q1: 235,340 shares; 2025Q2: 266,737 shares; 2025Q3: 279,544 shares; 2025Q4: 304,555 shares; 2026Q1: 363,433 shares 363,433 $14.6M 0.08% +58,878 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: 577,722 shares; 2024Q4: 270,702 shares; 2025Q1: 161,072 shares; 2025Q2: 255,380 shares; 2025Q3: 211,625 shares; 2025Q4: 224,800 shares; 2026Q1: 206,148 shares 206,148 $14.5M 0.08% -18,652 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,054 shares; 2024Q4: 883 shares; 2025Q1: 2,198 shares; 2025Q2: 2,714 shares; 2025Q3: 2,736 shares; 2025Q4: 3,375 shares; 2026Q1: 3,357 shares 3,357 $14.1M 0.08% -18 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: 39,872 shares; 2024Q4: 38,340 shares; 2025Q1: 32,400 shares; 2025Q2: 40,755 shares; 2025Q3: 43,373 shares; 2025Q4: 46,820 shares; 2026Q1: 30,581 shares 30,581 $14.1M 0.08% -16,239 Timeline CLOA 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: 108,192 shares; 2024Q4: 87,628 shares; 2025Q1: 35,327 shares; 2025Q2: 83,452 shares; 2025Q3: 101,318 shares; 2025Q4: 188,350 shares; 2026Q1: 270,914 shares 270,914 $14M 0.08% +82,564 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: 31,662 shares; 2024Q4: 32,869 shares; 2025Q1: 27,111 shares; 2025Q2: 30,713 shares; 2025Q3: 25,986 shares; 2025Q4: 34,113 shares; 2026Q1: 14,054 shares 14,054 $14M 0.08% -20,059 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: 37,836 shares; 2024Q4: 42,363 shares; 2025Q1: 32,421 shares; 2025Q2: 33,671 shares; 2025Q3: 255,203 shares; 2025Q4: 291,071 shares; 2026Q1: 283,520 shares 283,520 $13.9M 0.08% -7,551 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 479,284 shares; 2024Q4: 460,788 shares; 2025Q1: 406,863 shares; 2025Q2: 384,028 shares; 2025Q3: 370,095 shares; 2025Q4: 372,030 shares; 2026Q1: 346,387 shares 346,387 $13.9M 0.08% -25,643 Timeline SPLB 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: 835,235 shares; 2025Q2: 928,868 shares; 2025Q3: not reported; 2025Q4: 383,504 shares; 2026Q1: 599,372 shares 599,372 $13.3M 0.07% +215,868 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,075 shares; 2025Q2: 132,039 shares; 2025Q3: 134,029 shares; 2025Q4: 139,687 shares; 2026Q1: 139,486 shares 139,486 $13.2M 0.07% -201 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,726 shares; 2024Q4: 182,740 shares; 2025Q1: 151,297 shares; 2025Q2: 96,947 shares; 2025Q3: 122,643 shares; 2025Q4: 158,802 shares; 2026Q1: 129,407 shares 129,407 $13.2M 0.07% -29,395 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,046 shares; 2024Q4: 44,119 shares; 2025Q1: 118,419 shares; 2025Q2: 136,756 shares; 2025Q3: 122,408 shares; 2025Q4: 245,184 shares; 2026Q1: 324,377 shares 324,377 $13.1M 0.07% +79,193 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: 107,260 shares; 2024Q4: 96,953 shares; 2025Q1: 80,936 shares; 2025Q2: 62,936 shares; 2025Q3: 47,821 shares; 2025Q4: 30,027 shares; 2026Q1: 27,193 shares 27,193 $13M 0.07% -2,834 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: 814,797 shares; 2024Q4: 1,113,302 shares; 2025Q1: 833,241 shares; 2025Q2: 828,628 shares; 2025Q3: 740,640 shares; 2025Q4: 717,778 shares; 2026Q1: 132,875 shares 132,875 $13M 0.07% -584,903 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: 21,282 shares; 2024Q4: 22,332 shares; 2025Q1: 15,919 shares; 2025Q2: 12,751 shares; 2025Q3: 10,508 shares; 2025Q4: 17,397 shares; 2026Q1: 15,192 shares 15,192 $12.9M 0.07% -2,205 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: 173,424 shares; 2024Q4: 173,437 shares; 2025Q1: 159,039 shares; 2025Q2: 79,769 shares; 2025Q3: 74,692 shares; 2025Q4: 79,687 shares; 2026Q1: 48,254 shares 48,254 $12.6M 0.07% -31,433 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,016 shares; 2024Q4: 198,539 shares; 2025Q1: 143,563 shares; 2025Q2: 129,708 shares; 2025Q3: 99,596 shares; 2025Q4: 135,236 shares; 2026Q1: 132,740 shares 132,740 $12.5M 0.07% -2,496 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: 178,819 shares; 2024Q4: 206,062 shares; 2025Q1: 208,265 shares; 2025Q2: 211,838 shares; 2025Q3: 230,059 shares; 2025Q4: 250,481 shares; 2026Q1: 270,239 shares 270,239 $12.3M 0.07% +19,758 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: 104,957 shares; 2024Q4: 111,772 shares; 2025Q1: 69,798 shares; 2025Q2: 52,651 shares; 2025Q3: 100,108 shares; 2025Q4: 105,608 shares; 2026Q1: 88,455 shares 88,455 $12.3M 0.07% -17,153 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: 223,425 shares; 2024Q4: 223,187 shares; 2025Q1: 158,149 shares; 2025Q2: 130,153 shares; 2025Q3: 115,052 shares; 2025Q4: 119,959 shares; 2026Q1: 74,187 shares 74,187 $12.3M 0.07% -45,772 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97,907 shares; 2025Q3: 151,670 shares; 2025Q4: 131,301 shares; 2026Q1: 127,007 shares 127,007 $12.1M 0.07% -4,294 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,453 shares; 2024Q4: 29,829 shares; 2025Q1: 12,883 shares; 2025Q2: 11,357 shares; 2025Q3: not reported; 2025Q4: 505,591 shares; 2026Q1: 508,271 shares 508,271 $12M 0.07% +2,680 Timeline GIGB 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: 176,927 shares; 2024Q4: 190,116 shares; 2025Q1: 187,547 shares; 2025Q2: 147,891 shares; 2025Q3: 159,304 shares; 2025Q4: 192,471 shares; 2026Q1: 258,329 shares 258,329 $11.8M 0.07% +65,858 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: 55,097 shares; 2024Q4: 56,893 shares; 2025Q1: 55,446 shares; 2025Q2: 50,914 shares; 2025Q3: 47,173 shares; 2025Q4: 57,378 shares; 2026Q1: 50,534 shares 50,534 $11.6M 0.06% -6,844 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: 8,968 shares; 2024Q4: 9,148 shares; 2025Q1: 62,582 shares; 2025Q2: 160,881 shares; 2025Q3: 183,059 shares; 2025Q4: 208,259 shares; 2026Q1: 233,218 shares 233,218 $11.4M 0.06% +24,959 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 289,099 shares; 2026Q1: 305,295 shares 305,295 $11.4M 0.06% +16,196 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,752 shares; 2024Q4: 106,240 shares; 2025Q1: 381,428 shares; 2025Q2: 352,815 shares; 2025Q3: 345,825 shares; 2025Q4: 355,108 shares; 2026Q1: 386,403 shares 386,403 $11.3M 0.06% +31,295 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,854 shares; 2024Q4: 201,179 shares; 2025Q1: 206,128 shares; 2025Q2: 205,582 shares; 2025Q3: 213,345 shares; 2025Q4: 238,836 shares; 2026Q1: 237,368 shares 237,368 $11.1M 0.06% -1,468 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: 133,859 shares; 2024Q4: 128,487 shares; 2025Q1: 109,312 shares; 2025Q2: 124,744 shares; 2025Q3: 119,498 shares; 2025Q4: 125,302 shares; 2026Q1: 69,310 shares 69,310 $11.1M 0.06% -55,992 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 823,424 shares; 2024Q4: 56,720 shares; 2025Q1: 47,734 shares; 2025Q2: 165,106 shares; 2025Q3: 177,412 shares; 2025Q4: 226,064 shares; 2026Q1: 243,999 shares 243,999 $11M 0.06% +17,935 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: 36,771 shares; 2024Q4: 35,818 shares; 2025Q1: 34,384 shares; 2025Q2: 34,651 shares; 2025Q3: 33,227 shares; 2025Q4: 41,082 shares; 2026Q1: 21,869 shares 21,869 $10.8M 0.06% -19,213 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: 50,048 shares; 2024Q4: 52,614 shares; 2025Q1: 47,107 shares; 2025Q2: 52,846 shares; 2025Q3: 50,838 shares; 2025Q4: 52,294 shares; 2026Q1: 51,510 shares 51,510 $10.7M 0.06% -784 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: 438,997 shares; 2024Q4: 652,104 shares; 2025Q1: 314,580 shares; 2025Q2: 164,211 shares; 2025Q3: 205,635 shares; 2025Q4: 236,217 shares; 2026Q1: 213,490 shares 213,490 $10.5M 0.06% -22,727 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,127 shares; 2024Q4: 175,169 shares; 2025Q1: 247,777 shares; 2025Q2: 298,880 shares; 2025Q3: 340,761 shares; 2025Q4: 261,173 shares; 2026Q1: 219,221 shares 219,221 $10.4M 0.06% -41,952 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: 42,377 shares; 2024Q4: 49,721 shares; 2025Q1: 50,004 shares; 2025Q2: 41,381 shares; 2025Q3: 45,176 shares; 2025Q4: 51,066 shares; 2026Q1: 17,989 shares 17,989 $10.4M 0.06% -33,077 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: 987,188 shares; 2024Q4: 1,008,549 shares; 2025Q1: 1,037,241 shares; 2025Q2: 54,407 shares; 2025Q3: 96,966 shares; 2025Q4: 96,493 shares; 2026Q1: 41,412 shares 41,412 $10.3M 0.06% -55,081 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: 59,840 shares; 2024Q4: 62,190 shares; 2025Q1: 59,955 shares; 2025Q2: 54,352 shares; 2025Q3: 48,204 shares; 2025Q4: 48,351 shares; 2026Q1: 46,672 shares 46,672 $10.2M 0.06% -1,679 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 472,500 shares; 2024Q4: 557,351 shares; 2025Q1: 578,459 shares; 2025Q2: 287,498 shares; 2025Q3: 202,758 shares; 2025Q4: 239,192 shares; 2026Q1: 239,913 shares 239,913 $10.2M 0.06% +721 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: 185,182 shares; 2024Q4: 151,503 shares; 2025Q1: 129,154 shares; 2025Q2: 87,966 shares; 2025Q3: 80,276 shares; 2025Q4: 92,737 shares; 2026Q1: 82,260 shares 82,260 $9.9M 0.05% -10,477 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,212 shares; 2026Q1: 193,982 shares 193,982 $9.89M 0.05% +112,770 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: 21,727 shares; 2024Q4: 17,614 shares; 2025Q1: 10,478 shares; 2025Q2: 56,246 shares; 2025Q3: 53,504 shares; 2025Q4: 50,326 shares; 2026Q1: 51,678 shares 51,678 $9.81M 0.05% +1,352 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,806 shares; 2024Q4: 81,470 shares; 2025Q1: 65,052 shares; 2025Q2: 58,780 shares; 2025Q3: 53,241 shares; 2025Q4: 55,032 shares; 2026Q1: 50,410 shares 50,410 $9.72M 0.05% -4,622 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: 64,208 shares; 2024Q4: 77,234 shares; 2025Q1: 98,825 shares; 2025Q2: 91,456 shares; 2025Q3: 103,714 shares; 2025Q4: 130,996 shares; 2026Q1: 140,070 shares 140,070 $9.59M 0.05% +9,074 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,951 shares; 2025Q2: 69,594 shares; 2025Q3: 254,247 shares; 2025Q4: 292,168 shares; 2026Q1: 311,225 shares 311,225 $9.49M 0.05% +19,057 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: 225,325 shares; 2024Q4: 221,499 shares; 2025Q1: 108,621 shares; 2025Q2: 86,266 shares; 2025Q3: 130,722 shares; 2025Q4: 130,705 shares; 2026Q1: 114,783 shares 114,783 $9.48M 0.05% -15,922 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: 55,880 shares; 2024Q4: 80,375 shares; 2025Q1: 34,950 shares; 2025Q2: 24,233 shares; 2025Q3: 26,155 shares; 2025Q4: 84,689 shares; 2026Q1: 71,118 shares 71,118 $9.45M 0.05% -13,571 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,828 shares; 2024Q4: 230,793 shares; 2025Q1: 234,721 shares; 2025Q2: 226,589 shares; 2025Q3: 210,736 shares; 2025Q4: 204,988 shares; 2026Q1: 170,563 shares 170,563 $9.41M 0.05% -34,425 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375,363 shares; 2024Q4: 385,050 shares; 2025Q1: 292,512 shares; 2025Q2: 259,498 shares; 2025Q3: 242,253 shares; 2025Q4: 173,113 shares; 2026Q1: 169,721 shares 169,721 $9.38M 0.05% -3,392 Timeline GEM 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: 143,149 shares; 2024Q4: 145,087 shares; 2025Q1: 131,254 shares; 2025Q2: 129,989 shares; 2025Q3: 143,502 shares; 2025Q4: 172,389 shares; 2026Q1: 216,205 shares 216,205 $9.34M 0.05% +43,816 Timeline GGUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,142 shares; 2025Q2: 45,006 shares; 2025Q3: 97,984 shares; 2025Q4: 119,450 shares; 2026Q1: 160,712 shares 160,712 $9.32M 0.05% +41,262 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,960 shares; 2024Q4: 213,303 shares; 2025Q1: 264,838 shares; 2025Q2: 278,750 shares; 2025Q3: 267,224 shares; 2025Q4: 271,919 shares; 2026Q1: 100,376 shares 100,376 $9.31M 0.05% -171,543 Timeline XPH 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: 64,736 shares; 2024Q4: 114,502 shares; 2025Q1: 113,462 shares; 2025Q2: 161,088 shares; 2025Q3: 171,930 shares; 2025Q4: 175,309 shares; 2026Q1: 171,479 shares 171,479 $9.28M 0.05% -3,830 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: 513,967 shares; 2024Q4: 527,190 shares; 2025Q1: 474,687 shares; 2025Q2: 462,181 shares; 2025Q3: 476,764 shares; 2025Q4: 497,234 shares; 2026Q1: 188,523 shares 188,523 $9.19M 0.05% -308,711 Timeline XSMO 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: 89,495 shares; 2024Q4: 103,569 shares; 2025Q1: 122,547 shares; 2025Q2: 130,604 shares; 2025Q3: 135,541 shares; 2025Q4: 140,636 shares; 2026Q1: 120,546 shares 120,546 $9.16M 0.05% -20,090 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,859 shares; 2024Q4: 60,086 shares; 2025Q1: 61,679 shares; 2025Q2: 62,014 shares; 2025Q3: 58,395 shares; 2025Q4: 56,328 shares; 2026Q1: 56,693 shares 56,693 $9.1M 0.05% +365 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: 794,393 shares; 2024Q4: 159,819 shares; 2025Q1: 151,085 shares; 2025Q2: 85,923 shares; 2025Q3: 52,095 shares; 2025Q4: 104,640 shares; 2026Q1: 101,816 shares 101,816 $9.03M 0.05% -2,824 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: 98,669 shares; 2024Q4: 96,264 shares; 2025Q1: 56,343 shares; 2025Q2: 47,551 shares; 2025Q3: 45,649 shares; 2025Q4: 47,569 shares; 2026Q1: 26,628 shares 26,628 $9M 0.05% -20,941 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: not reported; 2024Q4: 8,285 shares; 2025Q1: 66,451 shares; 2025Q2: 87,343 shares; 2025Q3: 97,418 shares; 2025Q4: 97,307 shares; 2026Q1: 97,391 shares 97,391 $8.97M 0.05% +84 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: 87,846 shares; 2024Q4: 80,013 shares; 2025Q1: 61,002 shares; 2025Q2: 65,000 shares; 2025Q3: 58,966 shares; 2025Q4: 63,583 shares; 2026Q1: 17,857 shares 17,857 $8.92M 0.05% -45,726 Timeline GSID GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 127,427 shares 127,427 $8.91M 0.05% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,887 shares; 2024Q4: 20,220 shares; 2025Q1: 22,308 shares; 2025Q2: 8,570 shares; 2025Q3: 7,019 shares; 2025Q4: 7,489 shares; 2026Q1: 77,765 shares 77,765 $8.58M 0.05% +70,276 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: 13,173 shares; 2024Q4: 12,897 shares; 2025Q1: 14,370 shares; 2025Q2: 14,721 shares; 2025Q3: 13,772 shares; 2025Q4: 13,944 shares; 2026Q1: 9,556 shares 9,556 $8.55M 0.05% -4,388 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 108,816 shares; 2025Q4: 107,248 shares; 2026Q1: 100,965 shares 100,965 $8.55M 0.05% -6,283 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,777 shares; 2024Q4: 88,732 shares; 2025Q1: 121,927 shares; 2025Q2: 120,741 shares; 2025Q3: 129,876 shares; 2025Q4: 144,703 shares; 2026Q1: 169,518 shares 169,518 $8.53M 0.05% +24,815 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 89,848 shares; 2025Q1: 95,047 shares; 2025Q2: 174,325 shares; 2025Q3: 190,571 shares; 2025Q4: 222,268 shares; 2026Q1: 271,831 shares 271,831 $8.38M 0.05% +49,563 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,851 shares; 2024Q4: 46,371 shares; 2025Q1: 43,665 shares; 2025Q2: 56,885 shares; 2025Q3: 53,982 shares; 2025Q4: 55,361 shares; 2026Q1: 53,492 shares 53,492 $8.32M 0.05% -1,869 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,911 shares; 2024Q4: 4,641 shares; 2025Q1: 3,741 shares; 2025Q2: 56,139 shares; 2025Q3: 48,420 shares; 2025Q4: 89,881 shares; 2026Q1: 89,855 shares 89,855 $8.29M 0.05% -26 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 355,151 shares; 2024Q4: 391,514 shares; 2025Q1: 320,778 shares; 2025Q2: 221,166 shares; 2025Q3: 186,324 shares; 2025Q4: 216,059 shares; 2026Q1: 212,774 shares 212,774 $8.17M 0.05% -3,285 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: 321,677 shares; 2024Q4: 336,407 shares; 2025Q1: 365,104 shares; 2025Q2: 334,266 shares; 2025Q3: 355,487 shares; 2025Q4: 361,167 shares; 2026Q1: 203,856 shares 203,856 $8.1M 0.04% -157,311 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: not reported; 2024Q4: 3,145 shares; 2025Q1: 23,501 shares; 2025Q2: 32,526 shares; 2025Q3: 45,943 shares; 2025Q4: 46,880 shares; 2026Q1: 44,834 shares 44,834 $8.02M 0.04% -2,046 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: 233,978 shares; 2024Q4: 230,773 shares; 2025Q1: 206,034 shares; 2025Q2: 199,337 shares; 2025Q3: 157,231 shares; 2025Q4: 171,712 shares; 2026Q1: 110,048 shares 110,048 $7.92M 0.04% -61,664 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,038 shares; 2024Q4: 156,508 shares; 2025Q1: 133,605 shares; 2025Q2: 73,358 shares; 2025Q3: 91,997 shares; 2025Q4: 123,181 shares; 2026Q1: 112,365 shares 112,365 $7.9M 0.04% -10,816 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: 447,221 shares; 2024Q4: 387,703 shares; 2025Q1: 271,441 shares; 2025Q2: 241,743 shares; 2025Q3: 232,285 shares; 2025Q4: 210,877 shares; 2026Q1: 156,451 shares 156,451 $7.85M 0.04% -54,426 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: 61,907 shares; 2024Q4: 92,708 shares; 2025Q1: 129,567 shares; 2025Q2: 237,600 shares; 2025Q3: 145,116 shares; 2025Q4: 156,785 shares; 2026Q1: 157,042 shares 157,042 $7.84M 0.04% +257 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: 1,357,634 shares; 2024Q4: 846,508 shares; 2025Q1: 841,252 shares; 2025Q2: 1,436,425 shares; 2025Q3: 39,476 shares; 2025Q4: 172,733 shares; 2026Q1: 301,516 shares 301,516 $7.72M 0.04% +128,783 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300,448 shares; 2025Q4: 331,008 shares; 2026Q1: 304,785 shares 304,785 $7.72M 0.04% -26,223 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420,514 shares; 2024Q4: 458,271 shares; 2025Q1: 384,588 shares; 2025Q2: 310,387 shares; 2025Q3: 270,755 shares; 2025Q4: 300,041 shares; 2026Q1: 279,584 shares 279,584 $7.59M 0.04% -20,457 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: 69,428 shares; 2024Q4: 66,656 shares; 2025Q1: 53,169 shares; 2025Q2: 53,433 shares; 2025Q3: 50,695 shares; 2025Q4: 49,746 shares; 2026Q1: 21,124 shares 21,124 $7.43M 0.04% -28,622 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: 126,295 shares; 2024Q4: 126,809 shares; 2025Q1: 136,225 shares; 2025Q2: 121,960 shares; 2025Q3: 108,383 shares; 2025Q4: 111,815 shares; 2026Q1: 44,887 shares 44,887 $7.39M 0.04% -66,928 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: 84,285 shares; 2025Q1: 105,075 shares; 2025Q2: 66,188 shares; 2025Q3: 60,545 shares; 2025Q4: 62,962 shares; 2026Q1: 60,110 shares 60,110 $7.38M 0.04% -2,852 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: 68,556 shares; 2024Q4: 59,705 shares; 2025Q1: 41,111 shares; 2025Q2: 67,448 shares; 2025Q3: 50,495 shares; 2025Q4: 59,257 shares; 2026Q1: 61,767 shares 61,767 $7.3M 0.04% +2,510 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: 56,433 shares; 2024Q4: 62,837 shares; 2025Q1: 40,725 shares; 2025Q2: 33,436 shares; 2025Q3: 24,775 shares; 2025Q4: 44,446 shares; 2026Q1: 38,780 shares 38,780 $7.24M 0.04% -5,666 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,504 shares; 2024Q4: 46,539 shares; 2025Q1: 21,812 shares; 2025Q2: 19,300 shares; 2025Q3: 11,976 shares; 2025Q4: 12,766 shares; 2026Q1: 458,581 shares 458,581 $7.21M 0.04% +445,815 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: 187,893 shares; 2024Q4: 535,555 shares; 2025Q1: 495,864 shares; 2025Q2: 369,435 shares; 2025Q3: 297,307 shares; 2025Q4: 294,341 shares; 2026Q1: 286,681 shares 286,681 $7.2M 0.04% -7,660 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400,063 shares; 2024Q4: 483,999 shares; 2025Q1: 231,139 shares; 2025Q2: 175,123 shares; 2025Q3: 193,313 shares; 2025Q4: 212,513 shares; 2026Q1: 212,358 shares 212,358 $7.17M 0.04% -155 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: 42,237 shares; 2024Q4: 29,785 shares; 2025Q1: 17,937 shares; 2025Q2: 16,286 shares; 2025Q3: 13,362 shares; 2025Q4: 11,628 shares; 2026Q1: 17,312 shares 17,312 $6.89M 0.04% +5,684 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,883 shares; 2024Q4: 185,204 shares; 2025Q1: 189,533 shares; 2025Q2: 151,083 shares; 2025Q3: 150,764 shares; 2025Q4: 143,658 shares; 2026Q1: 137,701 shares 137,701 $6.86M 0.04% -5,957 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: 159,878 shares; 2024Q4: 178,278 shares; 2025Q1: 178,702 shares; 2025Q2: 177,657 shares; 2025Q3: 196,913 shares; 2025Q4: 202,218 shares; 2026Q1: 67,824 shares 67,824 $6.83M 0.04% -134,394 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,911 shares; 2024Q4: 72,600 shares; 2025Q1: 75,130 shares; 2025Q2: 101,018 shares; 2025Q3: 209,643 shares; 2025Q4: 199,607 shares; 2026Q1: 208,068 shares 208,068 $6.81M 0.04% +8,461 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,224 shares; 2024Q4: 2,456 shares; 2025Q1: 1,453 shares; 2025Q2: not reported; 2025Q3: 29,800 shares; 2025Q4: 27,194 shares; 2026Q1: 38,668 shares 38,668 $6.75M 0.04% +11,474 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,126 shares; 2024Q4: 187,117 shares; 2025Q1: 200,901 shares; 2025Q2: 134,327 shares; 2025Q3: 167,171 shares; 2025Q4: 187,517 shares; 2026Q1: 187,036 shares 187,036 $6.71M 0.04% -481 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,673 shares; 2024Q4: 65,065 shares; 2025Q1: 52,479 shares; 2025Q2: 46,688 shares; 2025Q3: 34,515 shares; 2025Q4: 224,666 shares; 2026Q1: 265,357 shares 265,357 $6.66M 0.04% +40,691 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: 18,850 shares; 2024Q4: 24,196 shares; 2025Q1: 21,724 shares; 2025Q2: 24,849 shares; 2025Q3: 27,153 shares; 2025Q4: 58,660 shares; 2026Q1: 33,405 shares 33,405 $6.65M 0.04% -25,255 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,335 shares; 2024Q4: 60,306 shares; 2025Q1: 66,857 shares; 2025Q2: 65,956 shares; 2025Q3: 66,686 shares; 2025Q4: 97,155 shares; 2026Q1: 105,573 shares 105,573 $6.62M 0.04% +8,418 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,233 shares; 2024Q4: 61,737 shares; 2025Q1: 290,039 shares; 2025Q2: 421,084 shares; 2025Q3: 402,897 shares; 2025Q4: 393,249 shares; 2026Q1: 78,900 shares 78,900 $6.59M 0.04% -314,349 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: 425,910 shares; 2024Q4: 364,330 shares; 2025Q1: 422,800 shares; 2025Q2: 341,455 shares; 2025Q3: 273,558 shares; 2025Q4: 264,524 shares; 2026Q1: 226,760 shares 226,760 $6.57M 0.04% -37,764 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,329 shares; 2024Q4: 16,680 shares; 2025Q1: 10,237 shares; 2025Q2: 9,393 shares; 2025Q3: 8,891 shares; 2025Q4: 21,064 shares; 2026Q1: 21,659 shares 21,659 $6.55M 0.04% +595 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: 17,058 shares; 2024Q4: 14,719 shares; 2025Q1: 11,986 shares; 2025Q2: 9,095 shares; 2025Q3: 9,006 shares; 2025Q4: 11,651 shares; 2026Q1: 9,205 shares 9,205 $6.52M 0.04% -2,446 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: 11,576 shares; 2024Q4: 14,029 shares; 2025Q1: 10,262 shares; 2025Q2: 11,024 shares; 2025Q3: 11,399 shares; 2025Q4: 47,699 shares; 2026Q1: 56,517 shares 56,517 $6.5M 0.04% +8,818 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: 402,850 shares; 2024Q4: 364,688 shares; 2025Q1: 267,600 shares; 2025Q2: 272,659 shares; 2025Q3: 256,336 shares; 2025Q4: 259,302 shares; 2026Q1: 69,968 shares 69,968 $6.5M 0.04% -189,334 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: 166,941 shares; 2024Q4: 152,439 shares; 2025Q1: 96,708 shares; 2025Q2: 85,569 shares; 2025Q3: 69,881 shares; 2025Q4: 80,027 shares; 2026Q1: 43,591 shares 43,591 $6.46M 0.04% -36,436 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: 39,675 shares; 2024Q4: 15,353 shares; 2025Q1: 33,445 shares; 2025Q2: 23,674 shares; 2025Q3: 38,218 shares; 2025Q4: 42,574 shares; 2026Q1: 39,298 shares 39,298 $6.36M 0.04% -3,276 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,970 shares; 2024Q4: 11,882 shares; 2025Q1: 8,146 shares; 2025Q2: 4,022 shares; 2025Q3: 3,294 shares; 2025Q4: 3,587 shares; 2026Q1: 46,611 shares 46,611 $6.33M 0.04% +43,024 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: 238,012 shares; 2024Q4: 230,815 shares; 2025Q1: 135,902 shares; 2025Q2: 121,312 shares; 2025Q3: 117,638 shares; 2025Q4: 121,116 shares; 2026Q1: 61,201 shares 61,201 $6.28M 0.03% -59,915 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: 70,380 shares; 2024Q4: 71,235 shares; 2025Q1: 60,991 shares; 2025Q2: 57,470 shares; 2025Q3: 51,381 shares; 2025Q4: 50,943 shares; 2026Q1: 26,862 shares 26,862 $6.07M 0.03% -24,081 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,122 shares; 2024Q4: 47,651 shares; 2025Q1: 17,781 shares; 2025Q2: 19,310 shares; 2025Q3: 17,508 shares; 2025Q4: 27,839 shares; 2026Q1: 25,025 shares 25,025 $6.07M 0.03% -2,814 Timeline HELO 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: 14,056 shares; 2024Q4: 65,075 shares; 2025Q1: 96,446 shares; 2025Q2: 113,119 shares; 2025Q3: 122,266 shares; 2025Q4: 84,165 shares; 2026Q1: 94,913 shares 94,913 $6.07M 0.03% +10,748 Timeline FSIG 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: 388,205 shares; 2024Q4: 447,566 shares; 2025Q1: 405,249 shares; 2025Q2: 339,463 shares; 2025Q3: 330,786 shares; 2025Q4: 330,150 shares; 2026Q1: 319,234 shares 319,234 $6.05M 0.03% -10,916 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,285 shares; 2024Q4: 2,348 shares; 2025Q1: 1,089 shares; 2025Q2: 2,286 shares; 2025Q3: not reported; 2025Q4: 10,369 shares; 2026Q1: 12,221 shares 12,221 $6M 0.03% +1,852 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: 107,308 shares; 2024Q4: 104,004 shares; 2025Q1: 97,600 shares; 2025Q2: 100,140 shares; 2025Q3: 82,543 shares; 2025Q4: 91,121 shares; 2026Q1: 22,087 shares 22,087 $5.98M 0.03% -69,034 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,907 shares; 2024Q4: 111,889 shares; 2025Q1: 108,503 shares; 2025Q2: 81,558 shares; 2025Q3: 77,533 shares; 2025Q4: 77,400 shares; 2026Q1: 53,874 shares 53,874 $5.95M 0.03% -23,526 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: 316,866 shares; 2024Q4: 210,923 shares; 2025Q1: 158,793 shares; 2025Q2: 161,198 shares; 2025Q3: 144,685 shares; 2025Q4: 149,174 shares; 2026Q1: 60,934 shares 60,934 $5.92M 0.03% -88,240 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,669 shares; 2024Q4: 329,048 shares; 2025Q1: 263,605 shares; 2025Q2: 80,666 shares; 2025Q3: 79,260 shares; 2025Q4: 29,045 shares; 2026Q1: 125,788 shares 125,788 $5.85M 0.03% +96,743 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: 1,834 shares; 2024Q4: 6,148 shares; 2025Q1: 16,605 shares; 2025Q2: 16,274 shares; 2025Q3: 16,399 shares; 2025Q4: 20,335 shares; 2026Q1: 18,585 shares 18,585 $5.83M 0.03% -1,750 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: 29,524 shares; 2024Q4: 1,244,199 shares; 2025Q1: 1,290,665 shares; 2025Q2: 1,338,338 shares; 2025Q3: 2,083,961 shares; 2025Q4: 2,166,409 shares; 2026Q1: 41,563 shares 41,563 $5.75M 0.03% -2,124,846 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: 28,591 shares; 2025Q1: 22,615 shares; 2025Q2: 21,620 shares; 2025Q3: 20,261 shares; 2025Q4: 20,621 shares; 2026Q1: 5,966 shares 5,966 $5.74M 0.03% -14,655 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: 167,649 shares; 2024Q4: 164,279 shares; 2025Q1: 154,926 shares; 2025Q2: 154,479 shares; 2025Q3: 133,425 shares; 2025Q4: 129,988 shares; 2026Q1: 118,388 shares 118,388 $5.74M 0.03% -11,600 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: 60,256 shares; 2024Q4: 65,062 shares; 2025Q1: 71,153 shares; 2025Q2: 66,951 shares; 2025Q3: 65,357 shares; 2025Q4: 80,215 shares; 2026Q1: 44,438 shares 44,438 $5.72M 0.03% -35,777 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: 91,064 shares; 2024Q4: 89,396 shares; 2025Q1: 73,615 shares; 2025Q2: 63,789 shares; 2025Q3: 50,138 shares; 2025Q4: 48,668 shares; 2026Q1: 43,326 shares 43,326 $5.67M 0.03% -5,342 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: 122,997 shares; 2024Q4: 120,142 shares; 2025Q1: 81,828 shares; 2025Q2: 68,374 shares; 2025Q3: 62,155 shares; 2025Q4: 74,874 shares; 2026Q1: 61,136 shares 61,136 $5.63M 0.03% -13,738 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: 310,883 shares; 2024Q4: 314,025 shares; 2025Q1: 198,712 shares; 2025Q2: 192,360 shares; 2025Q3: 166,549 shares; 2025Q4: 166,212 shares; 2026Q1: 107,037 shares 107,037 $5.57M 0.03% -59,175 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254,804 shares; 2024Q4: 262,398 shares; 2025Q1: 287,789 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 148,021 shares; 2026Q1: 191,770 shares 191,770 $5.51M 0.03% +43,749 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: 46,114 shares; 2024Q4: 37,961 shares; 2025Q1: 24,482 shares; 2025Q2: 21,725 shares; 2025Q3: 20,193 shares; 2025Q4: 37,037 shares; 2026Q1: 31,697 shares 31,697 $5.5M 0.03% -5,340 Timeline SDVY 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: 50,814 shares; 2024Q4: 62,094 shares; 2025Q1: 106,418 shares; 2025Q2: 117,181 shares; 2025Q3: 208,274 shares; 2025Q4: 250,163 shares; 2026Q1: 138,739 shares 138,739 $5.47M 0.03% -111,424 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: 187,682 shares; 2024Q4: 190,937 shares; 2025Q1: 178,025 shares; 2025Q2: 170,185 shares; 2025Q3: 142,796 shares; 2025Q4: 145,746 shares; 2026Q1: 63,033 shares 63,033 $5.46M 0.03% -82,713 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: 75,098 shares; 2024Q4: 84,054 shares; 2025Q1: 75,497 shares; 2025Q2: 78,933 shares; 2025Q3: 78,637 shares; 2025Q4: 71,669 shares; 2026Q1: 28,725 shares 28,725 $5.45M 0.03% -42,944 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: 75,911 shares; 2024Q4: 73,522 shares; 2025Q1: 59,657 shares; 2025Q2: 55,875 shares; 2025Q3: 56,147 shares; 2025Q4: 77,741 shares; 2026Q1: 56,070 shares 56,070 $5.4M 0.03% -21,671 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,825 shares; 2024Q4: 39,171 shares; 2025Q1: 35,014 shares; 2025Q2: 26,534 shares; 2025Q3: 12,332 shares; 2025Q4: 13,810 shares; 2026Q1: 66,799 shares 66,799 $5.38M 0.03% +52,989 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: 42,654 shares; 2024Q4: 24,916 shares; 2025Q1: 20,392 shares; 2025Q2: 29,043 shares; 2025Q3: 28,138 shares; 2025Q4: 110,175 shares; 2026Q1: 116,703 shares 116,703 $5.36M 0.03% +6,528 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: 1,274,111 shares; 2024Q4: 1,254,978 shares; 2025Q1: 928,411 shares; 2025Q2: 773,764 shares; 2025Q3: 73,555 shares; 2025Q4: 82,831 shares; 2026Q1: 29,462 shares 29,462 $5.34M 0.03% -53,369 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321,823 shares; 2024Q4: 443,887 shares; 2025Q1: 490,489 shares; 2025Q2: 192,624 shares; 2025Q3: 88,456 shares; 2025Q4: 86,249 shares; 2026Q1: 87,836 shares 87,836 $5.3M 0.03% +1,587 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: 38,621 shares; 2024Q4: 38,181 shares; 2025Q1: 30,194 shares; 2025Q2: 16,858 shares; 2025Q3: 16,447 shares; 2025Q4: 19,766 shares; 2026Q1: 16,887 shares 16,887 $5.25M 0.03% -2,879 Timeline GTIP 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: 67,256 shares; 2024Q4: 71,177 shares; 2025Q1: 57,257 shares; 2025Q2: 54,672 shares; 2025Q3: 61,341 shares; 2025Q4: 77,694 shares; 2026Q1: 105,970 shares 105,970 $5.23M 0.03% +28,276 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: 209,633 shares; 2024Q4: 241,517 shares; 2025Q1: 175,231 shares; 2025Q2: 110,108 shares; 2025Q3: 99,637 shares; 2025Q4: 100,151 shares; 2026Q1: 86,115 shares 86,115 $5.22M 0.03% -14,036 Timeline GSSC 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: 51,004 shares; 2024Q4: 51,059 shares; 2025Q1: 39,204 shares; 2025Q2: 39,010 shares; 2025Q3: 43,556 shares; 2025Q4: 53,428 shares; 2026Q1: 69,918 shares 69,918 $5.21M 0.03% +16,490 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428,702 shares; 2024Q4: 527,396 shares; 2025Q1: 516,563 shares; 2025Q2: 485,874 shares; 2025Q3: 521,436 shares; 2025Q4: 540,845 shares; 2026Q1: 255,131 shares 255,131 $5.21M 0.03% -285,714 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 221,593 shares; 2026Q1: 241,758 shares 241,758 $5.16M 0.03% +20,165 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,231 shares; 2024Q4: 1,929 shares; 2025Q1: 3,456 shares; 2025Q2: 4,408 shares; 2025Q3: 402,305 shares; 2025Q4: 419,163 shares; 2026Q1: 23,475 shares 23,475 $5.14M 0.03% -395,688 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,010 shares; 2024Q4: 87,365 shares; 2025Q1: 87,710 shares; 2025Q2: 65,451 shares; 2025Q3: 66,882 shares; 2025Q4: 65,555 shares; 2026Q1: 38,724 shares 38,724 $5.13M 0.03% -26,831 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: 137,740 shares; 2024Q4: 143,761 shares; 2025Q1: 135,455 shares; 2025Q2: 78,632 shares; 2025Q3: 59,847 shares; 2025Q4: 60,430 shares; 2026Q1: 52,401 shares 52,401 $5.06M 0.03% -8,029 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: 14,817 shares; 2024Q4: 13,800 shares; 2025Q1: 9,603 shares; 2025Q2: 8,249 shares; 2025Q3: 8,186 shares; 2025Q4: 8,647 shares; 2026Q1: 5,833 shares 5,833 $5.05M 0.03% -2,814 Timeline BCIL EXCHANGE LISTED FDS TR More: the full row for EXCHANGE 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: 135,961 shares; 2026Q1: 191,923 shares 191,923 $5.04M 0.03% +55,962 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: 59,231 shares; 2024Q4: 56,988 shares; 2025Q1: 56,482 shares; 2025Q2: 58,487 shares; 2025Q3: 31,829 shares; 2025Q4: 33,967 shares; 2026Q1: 35,284 shares 35,284 $5.03M 0.03% +1,317 Timeline DFSD 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: 80,471 shares; 2024Q4: 79,242 shares; 2025Q1: 80,114 shares; 2025Q2: 115,006 shares; 2025Q3: 108,054 shares; 2025Q4: 106,178 shares; 2026Q1: 104,951 shares 104,951 $5.03M 0.03% -1,227 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: 220,287 shares; 2024Q4: 205,036 shares; 2025Q1: 137,232 shares; 2025Q2: 105,310 shares; 2025Q3: 99,874 shares; 2025Q4: 97,875 shares; 2026Q1: 57,930 shares 57,930 $5.02M 0.03% -39,945 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: 701,496 shares; 2024Q4: 775,552 shares; 2025Q1: 793,801 shares; 2025Q2: 605,651 shares; 2025Q3: 474,416 shares; 2025Q4: 467,082 shares; 2026Q1: 88,170 shares 88,170 $4.99M 0.03% -378,912 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: 106,383 shares; 2024Q4: 104,044 shares; 2025Q1: 103,424 shares; 2025Q2: 100,993 shares; 2025Q3: 104,863 shares; 2025Q4: 103,972 shares; 2026Q1: 93,912 shares 93,912 $4.96M 0.03% -10,060 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: 131,553 shares; 2024Q4: 129,304 shares; 2025Q1: 78,758 shares; 2025Q2: 72,413 shares; 2025Q3: 126,043 shares; 2025Q4: 132,558 shares; 2026Q1: 61,837 shares 61,837 $4.92M 0.03% -70,721 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: 12,111 shares; 2024Q4: 12,754 shares; 2025Q1: 5,031 shares; 2025Q2: 4,524 shares; 2025Q3: 4,037 shares; 2025Q4: 4,706 shares; 2026Q1: 3,672 shares 3,672 $4.85M 0.03% -1,034 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: 127,841 shares; 2024Q4: 169,855 shares; 2025Q1: 180,992 shares; 2025Q2: 86,246 shares; 2025Q3: 109,691 shares; 2025Q4: 130,217 shares; 2026Q1: 144,734 shares 144,734 $4.83M 0.03% +14,517 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,705 shares; 2024Q4: 225,877 shares; 2025Q1: 222,375 shares; 2025Q2: 179,498 shares; 2025Q3: 177,194 shares; 2025Q4: 147,547 shares; 2026Q1: 85,108 shares 85,108 $4.82M 0.03% -62,439 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,488 shares; 2024Q4: 207,461 shares; 2025Q1: 243,247 shares; 2025Q2: 93,705 shares; 2025Q3: 81,130 shares; 2025Q4: 95,173 shares; 2026Q1: 119,582 shares 119,582 $4.81M 0.03% +24,409 Timeline EUHY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 91,348 shares 91,348 $4.79M 0.03% new Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,301 shares; 2024Q4: 115,946 shares; 2025Q1: 188,761 shares; 2025Q2: 85,501 shares; 2025Q3: 104,253 shares; 2025Q4: 119,520 shares; 2026Q1: 139,216 shares 139,216 $4.79M 0.03% +19,696 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: 11,961 shares; 2024Q4: 10,310 shares; 2025Q1: 4,660 shares; 2025Q2: 5,587 shares; 2025Q3: 4,409 shares; 2025Q4: 6,082 shares; 2026Q1: 5,448 shares 5,448 $4.76M 0.03% -634 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: 51,815 shares; 2024Q4: 51,351 shares; 2025Q1: 46,827 shares; 2025Q2: 67,531 shares; 2025Q3: 33,509 shares; 2025Q4: 50,785 shares; 2026Q1: 48,055 shares 48,055 $4.73M 0.03% -2,730 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: 57,935 shares; 2024Q4: 63,360 shares; 2025Q1: 64,786 shares; 2025Q2: 72,024 shares; 2025Q3: 66,551 shares; 2025Q4: 67,901 shares; 2026Q1: 65,254 shares 65,254 $4.64M 0.03% -2,647 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: 118,172 shares; 2024Q4: 115,997 shares; 2025Q1: 92,090 shares; 2025Q2: 80,279 shares; 2025Q3: 71,713 shares; 2025Q4: 74,425 shares; 2026Q1: 58,403 shares 58,403 $4.63M 0.03% -16,022 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: 131,713 shares; 2024Q4: 130,145 shares; 2025Q1: 104,805 shares; 2025Q2: 109,485 shares; 2025Q3: 90,893 shares; 2025Q4: 50,509 shares; 2026Q1: 22,450 shares 22,450 $4.45M 0.02% -28,059 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: 51,449 shares; 2024Q4: 48,521 shares; 2025Q1: 39,509 shares; 2025Q2: 34,026 shares; 2025Q3: 31,014 shares; 2025Q4: 32,836 shares; 2026Q1: 32,389 shares 32,389 $4.38M 0.02% -447 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: 579,375 shares; 2024Q4: 600,366 shares; 2025Q1: 347,143 shares; 2025Q2: 246,714 shares; 2025Q3: 243,273 shares; 2025Q4: 243,651 shares; 2026Q1: 155,001 shares 155,001 $4.35M 0.02% -88,650 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,276 shares; 2024Q4: 71,331 shares; 2025Q1: 49,792 shares; 2025Q2: 46,781 shares; 2025Q3: 53,780 shares; 2025Q4: 54,864 shares; 2026Q1: 37,381 shares 37,381 $4.33M 0.02% -17,483 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER 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: 100,202 shares; 2026Q1: 101,475 shares 101,475 $4.22M 0.02% +1,273 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,627 shares; 2024Q4: 23,926 shares; 2025Q1: 28,052 shares; 2025Q2: 31,150 shares; 2025Q3: 39,682 shares; 2025Q4: 37,778 shares; 2026Q1: 28,970 shares 28,970 $4.21M 0.02% -8,808 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: 46,604 shares; 2024Q4: 82,517 shares; 2025Q1: 90,600 shares; 2025Q2: 74,416 shares; 2025Q3: 72,801 shares; 2025Q4: 72,520 shares; 2026Q1: 26,278 shares 26,278 $4.21M 0.02% -46,242 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,563 shares; 2026Q1: 24,947 shares 24,947 $4.21M 0.02% +1,384 Timeline DEMZ ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,695 shares; 2024Q4: 64,514 shares; 2025Q1: 65,245 shares; 2025Q2: 57,684 shares; 2025Q3: 60,951 shares; 2025Q4: 100,109 shares; 2026Q1: 104,508 shares 104,508 $4.2M 0.02% +4,399 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,588 shares; 2024Q4: 14,365 shares; 2025Q1: 12,437 shares; 2025Q2: 13,592 shares; 2025Q3: 13,124 shares; 2025Q4: 9,955 shares; 2026Q1: 9,666 shares 9,666 $4.19M 0.02% -289 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: 52,732 shares; 2024Q4: 49,627 shares; 2025Q1: 43,734 shares; 2025Q2: 39,128 shares; 2025Q3: 34,817 shares; 2025Q4: 34,266 shares; 2026Q1: 28,773 shares 28,773 $4.18M 0.02% -5,493 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: 27,768 shares; 2024Q4: 27,498 shares; 2025Q1: 23,271 shares; 2025Q2: 22,435 shares; 2025Q3: 30,726 shares; 2025Q4: 27,888 shares; 2026Q1: 9,596 shares 9,596 $4.15M 0.02% -18,292 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: 67,875 shares; 2024Q4: 74,215 shares; 2025Q1: 54,824 shares; 2025Q2: 58,062 shares; 2025Q3: 52,149 shares; 2025Q4: 52,750 shares; 2026Q1: 36,186 shares 36,186 $4.1M 0.02% -16,564 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: 73,101 shares; 2024Q4: 68,886 shares; 2025Q1: 42,449 shares; 2025Q2: 33,557 shares; 2025Q3: 27,971 shares; 2025Q4: 26,934 shares; 2026Q1: 25,974 shares 25,974 $4.09M 0.02% -960 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,561 shares; 2024Q4: 17,643 shares; 2025Q1: 10,257 shares; 2025Q2: 12,095 shares; 2025Q3: 9,038 shares; 2025Q4: 9,145 shares; 2026Q1: 7,418 shares 7,418 $4.07M 0.02% -1,727 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,443 shares; 2024Q4: 117,546 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,214 shares; 2026Q1: 68,525 shares 68,525 $3.95M 0.02% +10,311 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 661,851 shares; 2024Q4: 454,452 shares; 2025Q1: 339,288 shares; 2025Q2: 365,377 shares; 2025Q3: 93,327 shares; 2025Q4: 91,688 shares; 2026Q1: 89,901 shares 89,901 $3.91M 0.02% -1,787 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,512 shares; 2024Q4: 32,241 shares; 2025Q1: 22,962 shares; 2025Q2: 27,895 shares; 2025Q3: 24,983 shares; 2025Q4: 23,710 shares; 2026Q1: 19,116 shares 19,116 $3.9M 0.02% -4,594 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,796 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 177,394 shares; 2026Q1: 191,098 shares 191,098 $3.89M 0.02% +13,704 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: 158,482 shares; 2024Q4: 155,277 shares; 2025Q1: 122,589 shares; 2025Q2: 119,162 shares; 2025Q3: 115,488 shares; 2025Q4: 105,792 shares; 2026Q1: 43,404 shares 43,404 $3.89M 0.02% -62,388 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: 37,026 shares; 2024Q4: 19,249 shares; 2025Q1: 17,022 shares; 2025Q2: 17,294 shares; 2025Q3: 18,221 shares; 2025Q4: 16,469 shares; 2026Q1: 8,697 shares 8,697 $3.88M 0.02% -7,772 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: 59,720 shares; 2024Q4: 48,412 shares; 2025Q1: 27,466 shares; 2025Q2: 24,646 shares; 2025Q3: 20,698 shares; 2025Q4: 21,488 shares; 2026Q1: 13,617 shares 13,617 $3.86M 0.02% -7,871 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,632 shares; 2024Q4: 65,728 shares; 2025Q1: 81,080 shares; 2025Q2: 89,321 shares; 2025Q3: 100,153 shares; 2025Q4: 91,967 shares; 2026Q1: 98,095 shares 98,095 $3.85M 0.02% +6,128 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,568 shares; 2024Q4: 126,210 shares; 2025Q1: 114,513 shares; 2025Q2: 74,470 shares; 2025Q3: 69,005 shares; 2025Q4: 339,932 shares; 2026Q1: 165,182 shares 165,182 $3.85M 0.02% -174,750 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: 7,123 shares; 2024Q4: 7,497 shares; 2025Q1: 7,334 shares; 2025Q2: 4,713 shares; 2025Q3: not reported; 2025Q4: 37,187 shares; 2026Q1: 41,879 shares 41,879 $3.79M 0.02% +4,692 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: 22,378 shares; 2024Q4: 25,822 shares; 2025Q1: 23,993 shares; 2025Q2: 20,922 shares; 2025Q3: 15,232 shares; 2025Q4: 15,798 shares; 2026Q1: 16,425 shares 16,425 $3.79M 0.02% +627 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: 32,838 shares; 2024Q4: 31,237 shares; 2025Q1: 25,841 shares; 2025Q2: 29,508 shares; 2025Q3: 27,644 shares; 2025Q4: 28,157 shares; 2026Q1: 18,172 shares 18,172 $3.78M 0.02% -9,985 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: 114,151 shares; 2024Q4: 116,940 shares; 2025Q1: 87,077 shares; 2025Q2: 65,422 shares; 2025Q3: 62,601 shares; 2025Q4: 58,783 shares; 2026Q1: 58,128 shares 58,128 $3.76M 0.02% -655 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: 17,647 shares; 2024Q4: 18,628 shares; 2025Q1: 9,282 shares; 2025Q2: 36,222 shares; 2025Q3: 32,961 shares; 2025Q4: 63,447 shares; 2026Q1: 20,122 shares 20,122 $3.67M 0.02% -43,325 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: 204,397 shares; 2025Q1: 273,746 shares; 2025Q2: 567,539 shares; 2025Q3: 803,876 shares; 2025Q4: 767,391 shares; 2026Q1: 139,321 shares 139,321 $3.65M 0.02% -628,070 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: 8,837 shares; 2024Q4: 9,094 shares; 2025Q1: 10,013 shares; 2025Q2: 4,838 shares; 2025Q3: 3,396 shares; 2025Q4: 2,930 shares; 2026Q1: 39,354 shares 39,354 $3.65M 0.02% +36,424 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: 21,504 shares; 2024Q4: 16,936 shares; 2025Q1: 10,766 shares; 2025Q2: 15,085 shares; 2025Q3: 13,846 shares; 2025Q4: 26,283 shares; 2026Q1: 18,414 shares 18,414 $3.64M 0.02% -7,869 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: 218,172 shares; 2024Q4: 237,697 shares; 2025Q1: 255,623 shares; 2025Q2: 246,952 shares; 2025Q3: 225,724 shares; 2025Q4: 232,016 shares; 2026Q1: 53,239 shares 53,239 $3.64M 0.02% -178,777 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,151 shares; 2024Q4: 16,495 shares; 2025Q1: 29,695 shares; 2025Q2: 17,179 shares; 2025Q3: 16,468 shares; 2025Q4: 15,363 shares; 2026Q1: 25,147 shares 25,147 $3.58M 0.02% +9,784 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: 31,540 shares; 2024Q4: 28,099 shares; 2025Q1: 21,725 shares; 2025Q2: 11,727 shares; 2025Q3: 11,175 shares; 2025Q4: 10,811 shares; 2026Q1: 5,855 shares 5,855 $3.54M 0.02% -4,956 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: 89,487 shares; 2024Q4: 78,727 shares; 2025Q1: 58,558 shares; 2025Q2: 26,015 shares; 2025Q3: 12,601 shares; 2025Q4: 28,368 shares; 2026Q1: 23,949 shares 23,949 $3.51M 0.02% -4,419 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: 116,753 shares; 2024Q4: 164,133 shares; 2025Q1: 141,000 shares; 2025Q2: 101,775 shares; 2025Q3: 100,795 shares; 2025Q4: 109,875 shares; 2026Q1: 37,292 shares 37,292 $3.5M 0.02% -72,583 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: 56,974 shares; 2024Q4: 57,121 shares; 2025Q1: 44,315 shares; 2025Q2: 36,827 shares; 2025Q3: 19,103 shares; 2025Q4: 19,433 shares; 2026Q1: 14,822 shares 14,822 $3.5M 0.02% -4,611 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: 25,630 shares; 2024Q4: 24,759 shares; 2025Q1: 17,489 shares; 2025Q2: 16,571 shares; 2025Q3: 13,861 shares; 2025Q4: 12,232 shares; 2026Q1: 13,030 shares 13,030 $3.48M 0.02% +798 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,079 shares; 2025Q2: 24,999 shares; 2025Q3: 89,158 shares; 2025Q4: 106,929 shares; 2026Q1: 118,246 shares 118,246 $3.47M 0.02% +11,317 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 116,466 shares; 2025Q1: 119,523 shares; 2025Q2: 158,461 shares; 2025Q3: 176,651 shares; 2025Q4: 229,862 shares; 2026Q1: 117,400 shares 117,400 $3.46M 0.02% -112,462 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: 53,159 shares; 2024Q4: 54,558 shares; 2025Q1: 44,545 shares; 2025Q2: 42,997 shares; 2025Q3: 42,225 shares; 2025Q4: 47,760 shares; 2026Q1: 17,814 shares 17,814 $3.46M 0.02% -29,946 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: 36,124 shares; 2024Q4: 47,356 shares; 2025Q1: 41,987 shares; 2025Q2: 42,194 shares; 2025Q3: 37,799 shares; 2025Q4: 42,356 shares; 2026Q1: 29,046 shares 29,046 $3.45M 0.02% -13,310 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: 86,953 shares; 2024Q4: 75,590 shares; 2025Q1: 83,190 shares; 2025Q2: 79,105 shares; 2025Q3: 73,552 shares; 2025Q4: 63,692 shares; 2026Q1: 47,317 shares 47,317 $3.44M 0.02% -16,375 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: 18,486 shares; 2024Q4: 21,200 shares; 2025Q1: 15,759 shares; 2025Q2: 14,573 shares; 2025Q3: 13,324 shares; 2025Q4: 13,281 shares; 2026Q1: 10,563 shares 10,563 $3.44M 0.02% -2,718 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: 20,345 shares; 2024Q4: 18,550 shares; 2025Q1: 14,271 shares; 2025Q2: 10,784 shares; 2025Q3: 21,137 shares; 2025Q4: 20,911 shares; 2026Q1: 9,605 shares 9,605 $3.42M 0.02% -11,306 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233,602 shares; 2024Q4: 263,094 shares; 2025Q1: 271,624 shares; 2025Q2: 243,154 shares; 2025Q3: 263,397 shares; 2025Q4: 333,635 shares; 2026Q1: 331,078 shares 331,078 $3.42M 0.02% -2,557 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: 157,045 shares; 2024Q4: 92,655 shares; 2025Q1: 9,428 shares; 2025Q2: 9,975 shares; 2025Q3: 26,780 shares; 2025Q4: 59,725 shares; 2026Q1: 55,795 shares 55,795 $3.42M 0.02% -3,930 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: 62,560 shares; 2024Q4: 63,211 shares; 2025Q1: 77,425 shares; 2025Q2: 56,007 shares; 2025Q3: 47,437 shares; 2025Q4: 49,849 shares; 2026Q1: 57,375 shares 57,375 $3.42M 0.02% +7,526 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: 25,348 shares; 2024Q4: 24,823 shares; 2025Q1: 22,199 shares; 2025Q2: 20,883 shares; 2025Q3: 20,240 shares; 2025Q4: 104,209 shares; 2026Q1: 32,627 shares 32,627 $3.41M 0.02% -71,582 Timeline FVD 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: 295,671 shares; 2024Q4: 263,654 shares; 2025Q1: 260,919 shares; 2025Q2: 153,300 shares; 2025Q3: 124,801 shares; 2025Q4: 123,698 shares; 2026Q1: 72,417 shares 72,417 $3.41M 0.02% -51,281 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: 87,818 shares; 2024Q4: 50,209 shares; 2025Q1: 29,646 shares; 2025Q2: 62,627 shares; 2025Q3: 51,089 shares; 2025Q4: 51,895 shares; 2026Q1: 47,388 shares 47,388 $3.4M 0.02% -4,507 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: 17,331 shares 17,331 $3.39M 0.02% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,614 shares; 2024Q4: 91,198 shares; 2025Q1: 100,366 shares; 2025Q2: 95,431 shares; 2025Q3: 100,013 shares; 2025Q4: 70,878 shares; 2026Q1: 16,599 shares 16,599 $3.38M 0.02% -54,279 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: 35,514 shares; 2024Q4: 34,069 shares; 2025Q1: 26,807 shares; 2025Q2: 22,526 shares; 2025Q3: 17,412 shares; 2025Q4: 17,909 shares; 2026Q1: 12,053 shares 12,053 $3.35M 0.02% -5,856 Timeline ETHO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,011 shares; 2024Q4: 38,796 shares; 2025Q1: 40,199 shares; 2025Q2: 36,462 shares; 2025Q3: 38,515 shares; 2025Q4: 44,923 shares; 2026Q1: 50,405 shares 50,405 $3.33M 0.02% +5,482 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: 26,720 shares; 2024Q4: 28,691 shares; 2025Q1: 27,251 shares; 2025Q2: 29,477 shares; 2025Q3: 27,919 shares; 2025Q4: 27,916 shares; 2026Q1: 11,069 shares 11,069 $3.31M 0.02% -16,847 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,530 shares; 2024Q4: 42,405 shares; 2025Q1: 49,805 shares; 2025Q2: 66,852 shares; 2025Q3: 43,063 shares; 2025Q4: 58,567 shares; 2026Q1: 59,859 shares 59,859 $3.31M 0.02% +1,292 Timeline JSTC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,158 shares; 2024Q4: 143,784 shares; 2025Q1: 147,217 shares; 2025Q2: 129,185 shares; 2025Q3: 138,217 shares; 2025Q4: 161,423 shares; 2026Q1: 168,389 shares 168,389 $3.28M 0.02% +6,966 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,158 shares; 2026Q1: 35,179 shares 35,179 $3.27M 0.02% -28,979 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: 6,733 shares; 2024Q4: 8,298 shares; 2025Q1: 5,454 shares; 2025Q2: 4,931 shares; 2025Q3: 4,520 shares; 2025Q4: 4,274 shares; 2026Q1: 2,987 shares 2,987 $3.27M 0.02% -1,287 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,605 shares; 2024Q4: 17,235 shares; 2025Q1: 18,625 shares; 2025Q2: 13,184 shares; 2025Q3: 26,317 shares; 2025Q4: 24,847 shares; 2026Q1: 15,627 shares 15,627 $3.25M 0.02% -9,220 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216,199 shares; 2024Q4: 186,735 shares; 2025Q1: 208,735 shares; 2025Q2: 162,094 shares; 2025Q3: 123,274 shares; 2025Q4: 131,225 shares; 2026Q1: 120,524 shares 120,524 $3.22M 0.02% -10,701 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: 26,334 shares; 2024Q4: 23,716 shares; 2025Q1: 65,927 shares; 2025Q2: 58,045 shares; 2025Q3: 63,814 shares; 2025Q4: 44,722 shares; 2026Q1: 9,487 shares 9,487 $3.2M 0.02% -35,235 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,535 shares; 2024Q4: 79,089 shares; 2025Q1: not reported; 2025Q2: 297,204 shares; 2025Q3: 270,277 shares; 2025Q4: 265,406 shares; 2026Q1: 236,904 shares 236,904 $3.2M 0.02% -28,502 Timeline FDL 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: 110,313 shares; 2024Q4: 117,424 shares; 2025Q1: 119,866 shares; 2025Q2: 95,532 shares; 2025Q3: 91,543 shares; 2025Q4: 82,338 shares; 2026Q1: 62,090 shares 62,090 $3.15M 0.02% -20,248 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: 18,949 shares; 2024Q4: 18,220 shares; 2025Q1: 11,893 shares; 2025Q2: 10,326 shares; 2025Q3: 9,907 shares; 2025Q4: 11,291 shares; 2026Q1: 9,063 shares 9,063 $3.11M 0.02% -2,228 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,240 shares; 2024Q4: 90,313 shares; 2025Q1: 126,434 shares; 2025Q2: 97,364 shares; 2025Q3: 109,136 shares; 2025Q4: 130,989 shares; 2026Q1: 118,164 shares 118,164 $3.1M 0.02% -12,825 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: 416,097 shares; 2024Q4: 407,833 shares; 2025Q1: 367,325 shares; 2025Q2: 345,010 shares; 2025Q3: 288,930 shares; 2025Q4: 275,914 shares; 2026Q1: 108,019 shares 108,019 $3.1M 0.02% -167,895 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 687,562 shares; 2024Q4: 671,953 shares; 2025Q1: 608,536 shares; 2025Q2: 264,726 shares; 2025Q3: 279,983 shares; 2025Q4: 279,884 shares; 2026Q1: 58,225 shares 58,225 $3.1M 0.02% -221,659 Timeline QQMG 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: 82,283 shares; 2024Q4: 85,664 shares; 2025Q1: 85,526 shares; 2025Q2: 74,543 shares; 2025Q3: 76,872 shares; 2025Q4: 74,567 shares; 2026Q1: 76,643 shares 76,643 $3.03M 0.02% +2,076 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,412 shares; 2024Q4: 77,978 shares; 2025Q1: 35,395 shares; 2025Q2: 32,529 shares; 2025Q3: 30,430 shares; 2025Q4: 30,134 shares; 2026Q1: 22,177 shares 22,177 $3M 0.02% -7,957 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,825 shares; 2024Q4: 14,128 shares; 2025Q1: 13,895 shares; 2025Q2: 11,771 shares; 2025Q3: 8,341 shares; 2025Q4: 8,791 shares; 2026Q1: 10,103 shares 10,103 $2.98M 0.02% +1,312 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS 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: 161,313 shares; 2025Q4: 156,818 shares; 2026Q1: 47,639 shares 47,639 $2.96M 0.02% -109,179 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: 69,167 shares; 2024Q4: 68,910 shares; 2025Q1: 43,127 shares; 2025Q2: 39,501 shares; 2025Q3: 26,997 shares; 2025Q4: 25,811 shares; 2026Q1: 16,171 shares 16,171 $2.95M 0.02% -9,640 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,421 shares; 2024Q4: 98,896 shares; 2025Q1: 83,899 shares; 2025Q2: 82,746 shares; 2025Q3: 95,827 shares; 2025Q4: 97,838 shares; 2026Q1: 64,011 shares 64,011 $2.94M 0.02% -33,827 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,263 shares; 2024Q4: 3,981 shares; 2025Q1: 4,150 shares; 2025Q2: 26,199 shares; 2025Q3: 16,246 shares; 2025Q4: 16,592 shares; 2026Q1: 12,291 shares 12,291 $2.93M 0.02% -4,301 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 10,293 shares; 2025Q1: 8,400 shares; 2025Q2: 8,729 shares; 2025Q3: 8,549 shares; 2025Q4: 23,436 shares; 2026Q1: 18,812 shares 18,812 $2.92M 0.02% -4,624 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,060 shares; 2024Q4: 68,148 shares; 2025Q1: 27,398 shares; 2025Q2: 9,149 shares; 2025Q3: 15,040 shares; 2025Q4: 28,687 shares; 2026Q1: 26,598 shares 26,598 $2.9M 0.02% -2,089 Timeline FTCB 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: 188,153 shares; 2025Q1: 231,633 shares; 2025Q2: 124,495 shares; 2025Q3: 113,118 shares; 2025Q4: 132,664 shares; 2026Q1: 136,122 shares 136,122 $2.85M 0.02% +3,458 Timeline RING 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: not reported; 2024Q4: 149,170 shares; 2025Q1: 55,868 shares; 2025Q2: 29,722 shares; 2025Q3: 27,897 shares; 2025Q4: 38,217 shares; 2026Q1: 36,097 shares 36,097 $2.85M 0.02% -2,120 Timeline SCHQ 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: 182,638 shares; 2024Q4: 99,152 shares; 2025Q1: 139,871 shares; 2025Q2: 57,972 shares; 2025Q3: 57,334 shares; 2025Q4: 127,034 shares; 2026Q1: 90,524 shares 90,524 $2.85M 0.02% -36,510 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,903 shares; 2024Q4: 328,971 shares; 2025Q1: 157,372 shares; 2025Q2: 119,125 shares; 2025Q3: 87,710 shares; 2025Q4: 101,212 shares; 2026Q1: 121,144 shares 121,144 $2.81M 0.02% +19,932 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: 18,629 shares; 2024Q4: 14,806 shares; 2025Q1: 10,286 shares; 2025Q2: 11,185 shares; 2025Q3: 10,957 shares; 2025Q4: 10,608 shares; 2026Q1: 8,521 shares 8,521 $2.8M 0.02% -2,087 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 199,742 shares; 2025Q2: 192,119 shares; 2025Q3: 295,495 shares; 2025Q4: 345,307 shares; 2026Q1: 58,323 shares 58,323 $2.8M 0.02% -286,984 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: 32,972 shares; 2024Q4: 37,063 shares; 2025Q1: 23,283 shares; 2025Q2: 19,594 shares; 2025Q3: 19,381 shares; 2025Q4: 21,436 shares; 2026Q1: 18,309 shares 18,309 $2.8M 0.02% -3,127 Timeline JUST 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: 68,021 shares; 2024Q4: 64,871 shares; 2025Q1: 62,129 shares; 2025Q2: 33,397 shares; 2025Q3: 28,302 shares; 2025Q4: 28,912 shares; 2026Q1: 29,584 shares 29,584 $2.74M 0.02% +672 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,819 shares; 2024Q4: 6,581 shares; 2025Q1: 7,259 shares; 2025Q2: 6,836 shares; 2025Q3: 5,442 shares; 2025Q4: 5,259 shares; 2026Q1: 6,193 shares 6,193 $2.7M 0.01% +934 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,515 shares; 2024Q4: 64,341 shares; 2025Q1: 67,221 shares; 2025Q2: 38,170 shares; 2025Q3: 25,118 shares; 2025Q4: 27,516 shares; 2026Q1: 22,422 shares 22,422 $2.66M 0.01% -5,094 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: 51,029 shares; 2024Q4: 58,892 shares; 2025Q1: 46,525 shares; 2025Q2: 33,233 shares; 2025Q3: 30,974 shares; 2025Q4: 33,328 shares; 2026Q1: 22,365 shares 22,365 $2.65M 0.01% -10,963 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,475 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,012 shares 37,012 $2.63M 0.01% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,175 shares; 2024Q4: 17,666 shares; 2025Q1: 15,324 shares; 2025Q2: 11,849 shares; 2025Q3: 10,404 shares; 2025Q4: 11,361 shares; 2026Q1: 9,789 shares 9,789 $2.6M 0.01% -1,572 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,616 shares; 2024Q4: 7,323 shares; 2025Q1: 5,898 shares; 2025Q2: 1,959 shares; 2025Q3: 842 shares; 2025Q4: 4,007 shares; 2026Q1: 6,783 shares 6,783 $2.6M 0.01% +2,776 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,698 shares; 2024Q4: 31,983 shares; 2025Q1: 12,345 shares; 2025Q2: 69,070 shares; 2025Q3: 71,643 shares; 2025Q4: 75,561 shares; 2026Q1: 44,392 shares 44,392 $2.6M 0.01% -31,169 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,603 shares; 2024Q4: 112,181 shares; 2025Q1: 86,710 shares; 2025Q2: 80,069 shares; 2025Q3: 77,394 shares; 2025Q4: 79,572 shares; 2026Q1: 53,075 shares 53,075 $2.56M 0.01% -26,497 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,139 shares; 2024Q4: 82,644 shares; 2025Q1: 81,105 shares; 2025Q2: 85,969 shares; 2025Q3: 69,801 shares; 2025Q4: 78,497 shares; 2026Q1: 45,731 shares 45,731 $2.54M 0.01% -32,766 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: 30,594 shares; 2024Q4: 28,330 shares; 2025Q1: 27,237 shares; 2025Q2: 27,185 shares; 2025Q3: 28,089 shares; 2025Q4: 27,757 shares; 2026Q1: 8,662 shares 8,662 $2.54M 0.01% -19,095 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: 82,176 shares; 2024Q4: 82,448 shares; 2025Q1: 64,604 shares; 2025Q2: 64,061 shares; 2025Q3: 61,345 shares; 2025Q4: 69,525 shares; 2026Q1: 34,996 shares 34,996 $2.54M 0.01% -34,529 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,212 shares; 2024Q4: 160,616 shares; 2025Q1: 141,152 shares; 2025Q2: 114,174 shares; 2025Q3: 55,556 shares; 2025Q4: 48,064 shares; 2026Q1: 31,790 shares 31,790 $2.53M 0.01% -16,274 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,906 shares; 2024Q4: 126,407 shares; 2025Q1: 153,711 shares; 2025Q2: 49,223 shares; 2025Q3: 97,206 shares; 2025Q4: 128,697 shares; 2026Q1: 91,664 shares 91,664 $2.5M 0.01% -37,033 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: 279,452 shares; 2024Q4: 315,089 shares; 2025Q1: 240,837 shares; 2025Q2: 182,411 shares; 2025Q3: 165,694 shares; 2025Q4: 152,223 shares; 2026Q1: 42,846 shares 42,846 $2.47M 0.01% -109,377 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,069 shares; 2024Q4: 7,772 shares; 2025Q1: 5,103 shares; 2025Q2: 12,256 shares; 2025Q3: 11,946 shares; 2025Q4: 12,254 shares; 2026Q1: 12,671 shares 12,671 $2.47M 0.01% +417 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: 34,037 shares; 2024Q4: 43,424 shares; 2025Q1: 27,437 shares; 2025Q2: 22,163 shares; 2025Q3: 31,736 shares; 2025Q4: 34,840 shares; 2026Q1: 30,547 shares 30,547 $2.46M 0.01% -4,293 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,671 shares; 2024Q4: 5,308 shares; 2025Q1: 5,613 shares; 2025Q2: 6,132 shares; 2025Q3: 6,337 shares; 2025Q4: 11,629 shares; 2026Q1: 11,190 shares 11,190 $2.45M 0.01% -439 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,569 shares; 2024Q4: 102,014 shares; 2025Q1: 42,980 shares; 2025Q2: 10,861 shares; 2025Q3: 10,037 shares; 2025Q4: 32,468 shares; 2026Q1: 28,970 shares 28,970 $2.45M 0.01% -3,498 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,608 shares; 2024Q4: 156,607 shares; 2025Q1: 145,528 shares; 2025Q2: 146,380 shares; 2025Q3: 85,928 shares; 2025Q4: 86,443 shares; 2026Q1: 45,076 shares 45,076 $2.44M 0.01% -41,367 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,571 shares; 2024Q4: 14,854 shares; 2025Q1: 15,214 shares; 2025Q2: 10,367 shares; 2025Q3: 10,343 shares; 2025Q4: 11,429 shares; 2026Q1: 14,660 shares 14,660 $2.43M 0.01% +3,231 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: 69,506 shares; 2024Q4: 67,383 shares; 2025Q1: 59,085 shares; 2025Q2: 54,342 shares; 2025Q3: 53,267 shares; 2025Q4: 50,870 shares; 2026Q1: 13,999 shares 13,999 $2.42M 0.01% -36,871 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: 6,162 shares; 2024Q4: 6,310 shares; 2025Q1: 4,577 shares; 2025Q2: 5,082 shares; 2025Q3: 5,120 shares; 2025Q4: 5,089 shares; 2026Q1: 3,915 shares 3,915 $2.41M 0.01% -1,174 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,068 shares; 2024Q4: 71,712 shares; 2025Q1: 61,643 shares; 2025Q2: 56,066 shares; 2025Q3: 45,887 shares; 2025Q4: 45,513 shares; 2026Q1: 35,957 shares 35,957 $2.38M 0.01% -9,556 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: 400,747 shares; 2024Q4: 350,894 shares; 2025Q1: 52,388 shares; 2025Q2: 21,447 shares; 2025Q3: 20,376 shares; 2025Q4: 28,846 shares; 2026Q1: 30,872 shares 30,872 $2.36M 0.01% +2,026 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,088 shares; 2024Q4: 32,450 shares; 2025Q1: 10,026 shares; 2025Q2: 22,683 shares; 2025Q3: 21,073 shares; 2025Q4: 21,498 shares; 2026Q1: 19,977 shares 19,977 $2.36M 0.01% -1,521 Timeline TDIV 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: 77,661 shares; 2024Q4: 88,512 shares; 2025Q1: 91,036 shares; 2025Q2: 69,195 shares; 2025Q3: 72,051 shares; 2025Q4: 70,277 shares; 2026Q1: 25,200 shares 25,200 $2.36M 0.01% -45,077 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: 18,210 shares; 2024Q4: 23,818 shares; 2025Q1: 16,409 shares; 2025Q2: 16,623 shares; 2025Q3: 29,902 shares; 2025Q4: 33,031 shares; 2026Q1: 17,279 shares 17,279 $2.35M 0.01% -15,752 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,531 shares; 2024Q4: 3,875 shares; 2025Q1: 3,497 shares; 2025Q2: 4,148 shares; 2025Q3: 4,093 shares; 2025Q4: 4,241 shares; 2026Q1: 3,977 shares 3,977 $2.34M 0.01% -264 Timeline HYLS 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: 99,456 shares; 2024Q4: 67,819 shares; 2025Q1: 81,556 shares; 2025Q2: 68,801 shares; 2025Q3: 74,069 shares; 2025Q4: 85,820 shares; 2026Q1: 57,416 shares 57,416 $2.33M 0.01% -28,404 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: 25,427 shares; 2024Q4: 28,181 shares; 2025Q1: 20,422 shares; 2025Q2: 30,421 shares; 2025Q3: 28,787 shares; 2025Q4: 29,563 shares; 2026Q1: 11,085 shares 11,085 $2.33M 0.01% -18,478 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: 55,109 shares; 2026Q1: 40,791 shares 40,791 $2.32M 0.01% -14,318 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: 1,428 shares; 2025Q1: 861 shares; 2025Q2: 5,747 shares; 2025Q3: 5,464 shares; 2025Q4: 4,680 shares; 2026Q1: 4,251 shares 4,251 $2.31M 0.01% -429 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,411 shares; 2024Q4: 85,196 shares; 2025Q1: 96,606 shares; 2025Q2: 64,781 shares; 2025Q3: 60,638 shares; 2025Q4: 51,659 shares; 2026Q1: 54,631 shares 54,631 $2.28M 0.01% +2,972 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,631 shares; 2024Q4: 87,828 shares; 2025Q1: 90,293 shares; 2025Q2: 71,888 shares; 2025Q3: 70,665 shares; 2025Q4: 60,129 shares; 2026Q1: 9,060 shares 9,060 $2.27M 0.01% -51,069 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: 13,253 shares; 2024Q4: 14,130 shares; 2025Q1: 7,665 shares; 2025Q2: 6,383 shares; 2025Q3: 4,685 shares; 2025Q4: 4,394 shares; 2026Q1: 7,424 shares 7,424 $2.26M 0.01% +3,030 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: 32,835 shares; 2024Q4: 16,770 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,243 shares; 2025Q4: 16,163 shares; 2026Q1: 8,345 shares 8,345 $2.26M 0.01% -7,818 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: 12,094 shares; 2024Q4: 13,371 shares; 2025Q1: 11,918 shares; 2025Q2: 12,052 shares; 2025Q3: 10,039 shares; 2025Q4: 9,980 shares; 2026Q1: 5,387 shares 5,387 $2.25M 0.01% -4,593 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: 14,784 shares; 2024Q4: 22,360 shares; 2025Q1: 22,558 shares; 2025Q2: 16,437 shares; 2025Q3: 18,203 shares; 2025Q4: 18,653 shares; 2026Q1: 16,213 shares 16,213 $2.24M 0.01% -2,440 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,002 shares; 2024Q4: 2,928 shares; 2025Q1: not reported; 2025Q2: 751 shares; 2025Q3: 660 shares; 2025Q4: 4,756 shares; 2026Q1: 4,298 shares 4,298 $2.24M 0.01% -458 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: 30,000 shares; 2024Q4: 31,577 shares; 2025Q1: 19,628 shares; 2025Q2: 18,696 shares; 2025Q3: 17,558 shares; 2025Q4: 16,739 shares; 2026Q1: 11,255 shares 11,255 $2.23M 0.01% -5,484 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,415 shares; 2024Q4: 4,997 shares; 2025Q1: 4,309 shares; 2025Q2: 9,823 shares; 2025Q3: 9,344 shares; 2025Q4: 10,381 shares; 2026Q1: 10,959 shares 10,959 $2.21M 0.01% +578 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,110 shares; 2024Q4: 56,419 shares; 2025Q1: 54,957 shares; 2025Q2: 48,365 shares; 2025Q3: 47,981 shares; 2025Q4: 47,789 shares; 2026Q1: 45,165 shares 45,165 $2.21M 0.01% -2,624 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: 14,373 shares; 2024Q4: 13,647 shares; 2025Q1: 35,641 shares; 2025Q2: 31,338 shares; 2025Q3: 30,109 shares; 2025Q4: 29,108 shares; 2026Q1: 21,941 shares 21,941 $2.19M 0.01% -7,167 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: 38,338 shares; 2024Q4: 43,191 shares; 2025Q1: 46,053 shares; 2025Q2: 13,327 shares; 2025Q3: 5,173 shares; 2025Q4: 12,063 shares; 2026Q1: 10,326 shares 10,326 $2.18M 0.01% -1,737 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: 63,712 shares; 2024Q4: 39,289 shares; 2025Q1: 33,422 shares; 2025Q2: 33,652 shares; 2025Q3: 34,555 shares; 2025Q4: 73,728 shares; 2026Q1: 16,586 shares 16,586 $2.17M 0.01% -57,142 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: 1,346 shares; 2024Q4: 1,522 shares; 2025Q1: 1,296 shares; 2025Q2: 3,738 shares; 2025Q3: 4,517 shares; 2025Q4: 4,485 shares; 2026Q1: 6,479 shares 6,479 $2.16M 0.01% +1,994 Timeline TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 535,894 shares; 2024Q4: 59,304 shares; 2025Q1: 46,520 shares; 2025Q2: 41,225 shares; 2025Q3: 40,721 shares; 2025Q4: 37,058 shares; 2026Q1: 35,745 shares 35,745 $2.14M 0.01% -1,313 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 139,340 shares; 2026Q1: 128,908 shares 128,908 $2.14M 0.01% -10,432 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: 44,697 shares; 2024Q4: 45,423 shares; 2025Q1: 38,564 shares; 2025Q2: 33,396 shares; 2025Q3: 22,385 shares; 2025Q4: 20,548 shares; 2026Q1: 14,703 shares 14,703 $2.13M 0.01% -5,845 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: 104,397 shares; 2024Q4: 353,594 shares; 2025Q1: 354,221 shares; 2025Q2: 342,213 shares; 2025Q3: 381,493 shares; 2025Q4: 367,991 shares; 2026Q1: 69,106 shares 69,106 $2.12M 0.01% -298,885 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,668 shares; 2024Q4: 20,884 shares; 2025Q1: 543,580 shares; 2025Q2: 839,810 shares; 2025Q3: 16,435 shares; 2025Q4: 92,407 shares; 2026Q1: 149,113 shares 149,113 $2.1M 0.01% +56,706 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,088 shares; 2024Q4: 12,321 shares; 2025Q1: 9,503 shares; 2025Q2: 8,260 shares; 2025Q3: 6,798 shares; 2025Q4: 4,364 shares; 2026Q1: 28,708 shares 28,708 $2.1M 0.01% +24,344 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: 25,588 shares; 2024Q4: 23,725 shares; 2025Q1: 18,858 shares; 2025Q2: 14,706 shares; 2025Q3: 13,582 shares; 2025Q4: 13,110 shares; 2026Q1: 10,265 shares 10,265 $2.09M 0.01% -2,845 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: 30,153 shares; 2024Q4: 26,063 shares; 2025Q1: 19,248 shares; 2025Q2: 17,347 shares; 2025Q3: 15,366 shares; 2025Q4: 15,217 shares; 2026Q1: 4,861 shares 4,861 $2.07M 0.01% -10,356 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,302 shares; 2024Q4: 4,391 shares; 2025Q1: 2,015 shares; 2025Q2: 1,210 shares; 2025Q3: 943 shares; 2025Q4: 4,922 shares; 2026Q1: 3,828 shares 3,828 $2.06M 0.01% -1,094 Timeline PBW 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: 72,015 shares; 2024Q4: 79,421 shares; 2025Q1: 83,340 shares; 2025Q2: 70,530 shares; 2025Q3: 70,223 shares; 2025Q4: 65,208 shares; 2026Q1: 64,608 shares 64,608 $2.04M 0.01% -600 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: 83,141 shares; 2024Q4: 81,711 shares; 2025Q1: 62,651 shares; 2025Q2: 71,934 shares; 2025Q3: 69,185 shares; 2025Q4: 27,163 shares; 2026Q1: 9,372 shares 9,372 $2.03M 0.01% -17,791 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,637,525 shares; 2024Q4: 2,230,371 shares; 2025Q1: 907,116 shares; 2025Q2: 494,047 shares; 2025Q3: 469,324 shares; 2025Q4: 494,007 shares; 2026Q1: 23,401 shares 23,401 $2.03M 0.01% -470,606 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: 17,919 shares; 2024Q4: 23,643 shares; 2025Q1: 19,552 shares; 2025Q2: 15,828 shares; 2025Q3: 12,447 shares; 2025Q4: 5,731 shares; 2026Q1: 11,940 shares 11,940 $2.02M 0.01% +6,209 Timeline IVVM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,988 shares; 2025Q3: 41,281 shares; 2025Q4: 47,244 shares; 2026Q1: 58,993 shares 58,993 $2.01M 0.01% +11,749 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,204 shares; 2024Q4: 5,731 shares; 2025Q1: 2,964 shares; 2025Q2: 3,156 shares; 2025Q3: 2,621 shares; 2025Q4: 12,760 shares; 2026Q1: 11,678 shares 11,678 $2.01M 0.01% -1,082 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,001 shares; 2024Q4: 1,082 shares; 2025Q1: 994 shares; 2025Q2: 3,654 shares; 2025Q3: 3,550 shares; 2025Q4: 3,597 shares; 2026Q1: 3,385 shares 3,385 $2.01M 0.01% -212 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,135 shares; 2024Q4: 33,291 shares; 2025Q1: 32,059 shares; 2025Q2: 23,688 shares; 2025Q3: 27,390 shares; 2025Q4: 26,510 shares; 2026Q1: 22,854 shares 22,854 $1.99M 0.01% -3,656 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,527 shares; 2024Q4: 29,114 shares; 2025Q1: 36,459 shares; 2025Q2: 80,969 shares; 2025Q3: 96,794 shares; 2025Q4: 89,502 shares; 2026Q1: 40,153 shares 40,153 $1.99M 0.01% -49,349 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: 43,486 shares; 2024Q4: 28,705 shares; 2025Q1: 18,839 shares; 2025Q2: 21,028 shares; 2025Q3: 21,459 shares; 2025Q4: 19,997 shares; 2026Q1: 29,844 shares 29,844 $1.98M 0.01% +9,847 Timeline UDI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,018 shares; 2024Q4: 50,626 shares; 2025Q1: 51,298 shares; 2025Q2: 45,377 shares; 2025Q3: 48,863 shares; 2025Q4: 58,384 shares; 2026Q1: 58,340 shares 58,340 $1.97M 0.01% -44 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,329 shares; 2024Q4: 52,616 shares; 2025Q1: 51,228 shares; 2025Q2: 53,039 shares; 2025Q3: 53,077 shares; 2025Q4: 56,161 shares; 2026Q1: 23,256 shares 23,256 $1.97M 0.01% -32,905 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,370 shares; 2024Q4: 73,008 shares; 2025Q1: 56,718 shares; 2025Q2: 53,432 shares; 2025Q3: 45,104 shares; 2025Q4: 35,186 shares; 2026Q1: 19,834 shares 19,834 $1.96M 0.01% -15,352 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,114 shares; 2024Q4: 17,003 shares; 2025Q1: 15,936 shares; 2025Q2: 17,787 shares; 2025Q3: 8,205 shares; 2025Q4: 8,407 shares; 2026Q1: 6,732 shares 6,732 $1.96M 0.01% -1,675 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: 947,863 shares; 2024Q4: 77,117 shares; 2025Q1: 58,813 shares; 2025Q2: 41,244 shares; 2025Q3: 40,753 shares; 2025Q4: 44,576 shares; 2026Q1: 44,054 shares 44,054 $1.96M 0.01% -522 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: 86,266 shares; 2024Q4: 97,963 shares; 2025Q1: 118,285 shares; 2025Q2: 118,889 shares; 2025Q3: 114,873 shares; 2025Q4: 112,281 shares; 2026Q1: 98,028 shares 98,028 $1.96M 0.01% -14,253 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,091 shares; 2024Q4: 21,358 shares; 2025Q1: 43,015 shares; 2025Q2: 62,569 shares; 2025Q3: 21,763 shares; 2025Q4: 21,546 shares; 2026Q1: 17,626 shares 17,626 $1.95M 0.01% -3,920 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,644 shares; 2024Q4: 3,146 shares; 2025Q1: 4,369 shares; 2025Q2: 11,834 shares; 2025Q3: 11,185 shares; 2025Q4: 11,554 shares; 2026Q1: 10,288 shares 10,288 $1.94M 0.01% -1,266 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 235 shares; 2025Q1: 108 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,021 shares 1,021 $1.92M 0.01% new 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: 15,469 shares; 2024Q4: 15,378 shares; 2025Q1: 9,870 shares; 2025Q2: 15,206 shares; 2025Q3: 6,806 shares; 2025Q4: 6,477 shares; 2026Q1: 2,747 shares 2,747 $1.92M 0.01% -3,730 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,341 shares; 2024Q4: 70,210 shares; 2025Q1: 67,631 shares; 2025Q2: 32,420 shares; 2025Q3: 20,265 shares; 2025Q4: 19,750 shares; 2026Q1: 19,759 shares 19,759 $1.91M 0.01% +9 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: 4,908 shares; 2024Q4: 4,906 shares; 2025Q1: 4,204 shares; 2025Q2: 4,096 shares; 2025Q3: 4,147 shares; 2025Q4: 5,156 shares; 2026Q1: 3,541 shares 3,541 $1.9M 0.01% -1,615 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,830 shares; 2024Q4: 19,687 shares; 2025Q1: 19,776 shares; 2025Q2: 21,739 shares; 2025Q3: 17,310 shares; 2025Q4: 16,350 shares; 2026Q1: 13,653 shares 13,653 $1.9M 0.01% -2,697 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,232 shares; 2024Q4: 1,468 shares; 2025Q1: not reported; 2025Q2: 2,664 shares; 2025Q3: 1,456 shares; 2025Q4: 6,770 shares; 2026Q1: 6,026 shares 6,026 $1.89M 0.01% -744 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,502 shares; 2024Q4: 3,689 shares; 2025Q1: 2,550 shares; 2025Q2: 2,828 shares; 2025Q3: 2,267 shares; 2025Q4: 2,709 shares; 2026Q1: 2,544 shares 2,544 $1.88M 0.01% -165 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: 38,887 shares; 2024Q4: 55,951 shares; 2025Q1: 39,473 shares; 2025Q2: 31,461 shares; 2025Q3: 26,456 shares; 2025Q4: 13,011 shares; 2026Q1: 8,958 shares 8,958 $1.87M 0.01% -4,053 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,437 shares; 2024Q4: 23,368 shares; 2025Q1: 17,109 shares; 2025Q2: 15,599 shares; 2025Q3: 14,247 shares; 2025Q4: 13,588 shares; 2026Q1: 12,901 shares 12,901 $1.87M 0.01% -687 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,647 shares; 2024Q4: 21,812 shares; 2025Q1: 41,836 shares; 2025Q2: 267,611 shares; 2025Q3: 262,929 shares; 2025Q4: 20,605 shares; 2026Q1: 17,926 shares 17,926 $1.85M 0.01% -2,679 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115,233 shares; 2025Q1: 116,101 shares; 2025Q2: 93,174 shares; 2025Q3: 69,928 shares; 2025Q4: 64,896 shares; 2026Q1: 71,285 shares 71,285 $1.82M 0.01% +6,389 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,811 shares; 2024Q4: 22,398 shares; 2025Q1: 26,425 shares; 2025Q2: 28,876 shares; 2025Q3: 16,506 shares; 2025Q4: 20,913 shares; 2026Q1: 22,616 shares 22,616 $1.81M 0.01% +1,703 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,001 shares; 2024Q4: 50,649 shares; 2025Q1: 55,416 shares; 2025Q2: 42,952 shares; 2025Q3: 43,442 shares; 2025Q4: 44,400 shares; 2026Q1: 17,996 shares 17,996 $1.81M 0.01% -26,404 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: 12,717 shares; 2024Q4: 11,908 shares; 2025Q1: 20,469 shares; 2025Q2: 17,010 shares; 2025Q3: 15,082 shares; 2025Q4: 13,432 shares; 2026Q1: 9,543 shares 9,543 $1.81M 0.01% -3,889 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,495 shares; 2024Q4: 5,972 shares; 2025Q1: 6,064 shares; 2025Q2: 16,928 shares; 2025Q3: 13,523 shares; 2025Q4: 13,826 shares; 2026Q1: 13,422 shares 13,422 $1.81M 0.01% -404 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,909 shares; 2024Q4: 127,559 shares; 2025Q1: 133,734 shares; 2025Q2: 127,942 shares; 2025Q3: 151,140 shares; 2025Q4: 152,329 shares; 2026Q1: 36,263 shares 36,263 $1.8M 0.01% -116,066 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,861 shares; 2025Q2: 15,522 shares; 2025Q3: 43,114 shares; 2025Q4: 50,586 shares; 2026Q1: 56,957 shares 56,957 $1.8M 0.01% +6,371 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,507 shares; 2024Q4: 100,821 shares; 2025Q1: 91,940 shares; 2025Q2: 74,259 shares; 2025Q3: 73,537 shares; 2025Q4: 71,896 shares; 2026Q1: 92,823 shares 92,823 $1.78M 0.01% +20,927 Timeline FMB 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: 34,737 shares; 2024Q4: 35,778 shares; 2025Q1: 38,703 shares; 2025Q2: 36,772 shares; 2025Q3: 30,370 shares; 2025Q4: 35,772 shares; 2026Q1: 34,953 shares 34,953 $1.77M 0.01% -819 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: 32,722 shares; 2024Q4: 29,649 shares; 2025Q1: 25,723 shares; 2025Q2: 23,607 shares; 2025Q3: 26,488 shares; 2025Q4: 26,822 shares; 2026Q1: 11,661 shares 11,661 $1.77M 0.01% -15,161 Timeline DHS 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: 17,787 shares; 2024Q4: 19,416 shares; 2025Q1: 11,576 shares; 2025Q2: 12,465 shares; 2025Q3: 14,142 shares; 2025Q4: 15,090 shares; 2026Q1: 15,802 shares 15,802 $1.73M 0.01% +712 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,759 shares; 2025Q1: 12,702 shares; 2025Q2: 19,291 shares; 2025Q3: 19,915 shares; 2025Q4: 26,889 shares; 2026Q1: 33,926 shares 33,926 $1.72M 0.01% +7,037 Timeline FTSL 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: 24,633 shares; 2024Q4: 62,990 shares; 2025Q1: 51,829 shares; 2025Q2: 48,315 shares; 2025Q3: 37,608 shares; 2025Q4: 35,702 shares; 2026Q1: 38,353 shares 38,353 $1.72M 0.01% +2,651 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,740 shares; 2024Q4: 5,911 shares; 2025Q1: 5,354 shares; 2025Q2: 21,168 shares; 2025Q3: 21,312 shares; 2025Q4: 21,768 shares; 2026Q1: 18,443 shares 18,443 $1.71M 0.01% -3,325 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: 310,467 shares; 2024Q4: 213,750 shares; 2025Q1: 83,670 shares; 2025Q2: 72,943 shares; 2025Q3: 617,889 shares; 2025Q4: 636,598 shares; 2026Q1: 34,257 shares 34,257 $1.71M 0.01% -602,341 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: 114,804 shares; 2024Q4: 118,337 shares; 2025Q1: 64,698 shares; 2025Q2: 58,746 shares; 2025Q3: 47,619 shares; 2025Q4: 46,808 shares; 2026Q1: 41,540 shares 41,540 $1.71M 0.01% -5,268 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,408 shares; 2024Q4: 61,729 shares; 2025Q1: 49,347 shares; 2025Q2: 39,194 shares; 2025Q3: 24,835 shares; 2025Q4: 23,883 shares; 2026Q1: 23,891 shares 23,891 $1.7M 0.01% +8 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: 8,797 shares; 2024Q4: 12,103 shares; 2025Q1: 9,116 shares; 2025Q2: 7,162 shares; 2025Q3: 6,165 shares; 2025Q4: 5,902 shares; 2026Q1: 1,154 shares 1,154 $1.7M 0.01% -4,748 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,145 shares; 2024Q4: 65,145 shares; 2025Q1: 38,052 shares; 2025Q2: 112,427 shares; 2025Q3: 121,056 shares; 2025Q4: 54,127 shares; 2026Q1: 39,863 shares 39,863 $1.69M 0.01% -14,264 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,461 shares; 2024Q4: 12,647 shares; 2025Q1: 9,955 shares; 2025Q2: 15,794 shares; 2025Q3: 11,478 shares; 2025Q4: 10,009 shares; 2026Q1: 8,892 shares 8,892 $1.68M 0.01% -1,117 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: 54,170 shares; 2024Q4: 56,330 shares; 2025Q1: 39,093 shares; 2025Q2: 54,723 shares; 2025Q3: 61,893 shares; 2025Q4: 59,618 shares; 2026Q1: 45,048 shares 45,048 $1.67M 0.01% -14,570 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,377 shares; 2024Q4: 3,382 shares; 2025Q1: 3,188 shares; 2025Q2: 2,789 shares; 2025Q3: 10,854 shares; 2025Q4: 11,044 shares; 2026Q1: 7,464 shares 7,464 $1.66M 0.01% -3,580 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,856 shares; 2024Q4: 6,486 shares; 2025Q1: 5,191 shares; 2025Q2: 17,553 shares; 2025Q3: 17,571 shares; 2025Q4: 17,392 shares; 2026Q1: 15,524 shares 15,524 $1.66M 0.01% -1,868 Timeline