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: 7,833,992 shares; 2024Q4: 7,873,807 shares; 2025Q1: 8,458,435 shares; 2025Q2: 7,767,509 shares; 2025Q3: 8,551,906 shares; 2025Q4: 8,648,161 shares; 2026Q1: 8,726,405 shares 8,726,405 $2.66B 17.28% +78,244 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,786,899 shares; 2024Q4: 4,868,929 shares; 2025Q1: 5,349,243 shares; 2025Q2: 5,215,607 shares; 2025Q3: 5,511,314 shares; 2025Q4: 5,705,891 shares; 2026Q1: 5,763,602 shares 5,763,602 $1.23B 7.96% +57,711 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,777,846 shares; 2025Q2: 7,766,678 shares; 2025Q3: 10,425,820 shares; 2025Q4: 12,380,010 shares; 2026Q1: 14,422,179 shares 14,422,179 $676M 4.39% +2,042,169 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,610 shares; 2024Q4: 53,172 shares; 2025Q1: 1,174,242 shares; 2025Q2: 3,735,407 shares; 2025Q3: 4,762,043 shares; 2025Q4: 5,248,830 shares; 2026Q1: 5,744,706 shares 5,744,706 $639M 4.14% +495,876 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: 5,454,559 shares; 2024Q4: 5,628,340 shares; 2025Q1: 5,900,252 shares; 2025Q2: 6,418,158 shares; 2025Q3: 7,209,032 shares; 2025Q4: 7,608,929 shares; 2026Q1: 8,063,098 shares 8,063,098 $618M 4.01% +454,169 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,478,647 shares; 2024Q4: 8,316,836 shares; 2025Q1: 8,545,925 shares; 2025Q2: 8,888,716 shares; 2025Q3: 9,302,563 shares; 2025Q4: 9,443,109 shares; 2026Q1: 9,550,931 shares 9,550,931 $481M 3.12% +107,822 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,173,282 shares; 2024Q4: 1,213,149 shares; 2025Q1: 1,519,476 shares; 2025Q2: 1,275,279 shares; 2025Q3: 1,522,715 shares; 2025Q4: 1,540,363 shares; 2026Q1: 1,588,842 shares 1,588,842 $403M 2.62% +48,479 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: 330,784 shares; 2024Q4: 336,564 shares; 2025Q1: 428,183 shares; 2025Q2: 404,054 shares; 2025Q3: 441,308 shares; 2025Q4: 461,430 shares; 2026Q1: 456,556 shares 456,556 $297M 1.93% -4,874 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: 2,517,381 shares; 2024Q4: 2,483,216 shares; 2025Q1: 2,479,175 shares; 2025Q2: 2,279,446 shares; 2025Q3: 2,409,948 shares; 2025Q4: 2,372,059 shares; 2026Q1: 2,236,643 shares 2,236,643 $253M 1.64% -135,416 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: 4,576,222 shares; 2024Q4: 4,634,594 shares; 2025Q1: 4,788,489 shares; 2025Q2: 4,366,773 shares; 2025Q3: 4,769,364 shares; 2025Q4: 4,781,932 shares; 2026Q1: 2,767,124 shares 2,767,124 $251M 1.63% -2,014,808 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: 684,424 shares; 2024Q4: 670,409 shares; 2025Q1: 685,240 shares; 2025Q2: 643,050 shares; 2025Q3: 686,049 shares; 2025Q4: 684,670 shares; 2026Q1: 679,680 shares 679,680 $224M 1.45% -4,990 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,667 shares; 2024Q4: 294,591 shares; 2025Q1: 205,316 shares; 2025Q2: 434,135 shares; 2025Q3: 462,250 shares; 2025Q4: 500,906 shares; 2026Q1: 5,905,175 shares 5,905,175 $214M 1.39% +5,404,269 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: 322,292 shares; 2024Q4: 342,347 shares; 2025Q1: 482,005 shares; 2025Q2: 466,074 shares; 2025Q3: 512,306 shares; 2025Q4: 530,310 shares; 2026Q1: 540,626 shares 540,626 $200M 1.3% +10,316 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: 840,780 shares; 2024Q4: 884,285 shares; 2025Q1: 945,865 shares; 2025Q2: 851,540 shares; 2025Q3: 950,465 shares; 2025Q4: 1,017,240 shares; 2026Q1: 1,106,883 shares 1,106,883 $193M 1.25% +89,643 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: 2,224,077 shares; 2024Q4: 6,505,668 shares; 2025Q1: 6,470,877 shares; 2025Q2: 6,496,557 shares; 2025Q3: 6,694,089 shares; 2025Q4: 6,688,619 shares; 2026Q1: 6,595,221 shares 6,595,221 $166M 1.07% -93,398 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: not reported; 2024Q4: not reported; 2025Q1: 1,009,564 shares; 2025Q2: 1,071,101 shares; 2025Q3: 1,148,037 shares; 2025Q4: 1,211,257 shares; 2026Q1: 1,248,350 shares 1,248,350 $156M 1.01% +37,093 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: 179,308 shares; 2024Q4: 179,954 shares; 2025Q1: 201,171 shares; 2025Q2: 201,722 shares; 2025Q3: 207,034 shares; 2025Q4: 216,099 shares; 2026Q1: 224,445 shares 224,445 $147M 0.95% +8,346 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: 956,135 shares; 2024Q4: 953,699 shares; 2025Q1: 961,484 shares; 2025Q2: 974,950 shares; 2025Q3: 1,020,342 shares; 2025Q4: 1,020,678 shares; 2026Q1: 1,002,300 shares 1,002,300 $143M 0.93% -18,378 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,109 shares; 2024Q4: 7,210 shares; 2025Q1: 2,007,800 shares; 2025Q2: 1,696,199 shares; 2025Q3: 1,684,856 shares; 2025Q4: 1,675,774 shares; 2026Q1: 1,664,927 shares 1,664,927 $141M 0.92% -10,847 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: 379,720 shares; 2024Q4: 416,865 shares; 2025Q1: 560,610 shares; 2025Q2: 516,398 shares; 2025Q3: 598,705 shares; 2025Q4: 618,057 shares; 2026Q1: 638,805 shares 638,805 $133M 0.86% +20,748 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: 220,690 shares; 2024Q4: 249,232 shares; 2025Q1: 386,802 shares; 2025Q2: 368,470 shares; 2025Q3: 419,167 shares; 2025Q4: 433,552 shares; 2026Q1: 455,267 shares 455,267 $131M 0.85% +21,715 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,089 shares; 2024Q4: 580,541 shares; 2025Q1: 639,956 shares; 2025Q2: 633,259 shares; 2025Q3: 1,733,119 shares; 2025Q4: 2,177,912 shares; 2026Q1: 2,551,982 shares 2,551,982 $130M 0.84% +374,070 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: 151,427 shares; 2024Q4: 155,198 shares; 2025Q1: 166,971 shares; 2025Q2: 169,234 shares; 2025Q3: 190,292 shares; 2025Q4: 193,868 shares; 2026Q1: 196,976 shares 196,976 $118M 0.76% +3,108 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: not reported; 2024Q4: not reported; 2025Q1: 3,123,743 shares; 2025Q2: 2,774,891 shares; 2025Q3: 2,681,342 shares; 2025Q4: 2,590,791 shares; 2026Q1: 2,554,536 shares 2,554,536 $110M 0.71% -36,255 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: 189,018 shares; 2024Q4: 209,372 shares; 2025Q1: 346,371 shares; 2025Q2: 322,372 shares; 2025Q3: 340,867 shares; 2025Q4: 339,688 shares; 2026Q1: 346,079 shares 346,079 $99.3M 0.64% +6,391 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: 2,395 shares; 2024Q4: 2,691 shares; 2025Q1: 1,046,985 shares; 2025Q2: 881,623 shares; 2025Q3: 1,157,081 shares; 2025Q4: 1,102,890 shares; 2026Q1: 980,026 shares 980,026 $88.3M 0.57% -122,864 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: 20,601 shares; 2024Q4: 20,977 shares; 2025Q1: 1,088,701 shares; 2025Q2: 1,017,842 shares; 2025Q3: 1,035,739 shares; 2025Q4: 1,042,342 shares; 2026Q1: 1,060,539 shares 1,060,539 $85.5M 0.55% +18,197 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: 129,790 shares; 2024Q4: 135,502 shares; 2025Q1: 163,173 shares; 2025Q2: 135,338 shares; 2025Q3: 165,884 shares; 2025Q4: 171,864 shares; 2026Q1: 178,143 shares 178,143 $85.4M 0.55% +6,279 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: 123,332 shares; 2024Q4: 141,235 shares; 2025Q1: 195,002 shares; 2025Q2: 212,926 shares; 2025Q3: 233,068 shares; 2025Q4: 246,730 shares; 2026Q1: 266,035 shares 266,035 $82.3M 0.53% +19,305 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,054,392 shares; 2024Q4: 3,006,048 shares; 2025Q1: 3,083,284 shares; 2025Q2: 2,998,568 shares; 2025Q3: 3,042,745 shares; 2025Q4: 3,031,436 shares; 2026Q1: 3,067,334 shares 3,067,334 $78.6M 0.51% +35,898 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: 991,442 shares; 2024Q4: 988,722 shares; 2025Q1: 973,811 shares; 2025Q2: 943,219 shares; 2025Q3: 1,038,532 shares; 2025Q4: 1,025,935 shares; 2026Q1: 1,022,660 shares 1,022,660 $76.8M 0.5% -3,275 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: 162,915 shares; 2024Q4: 171,239 shares; 2025Q1: 219,144 shares; 2025Q2: 197,166 shares; 2025Q3: 242,098 shares; 2025Q4: 246,837 shares; 2026Q1: 257,834 shares 257,834 $75.8M 0.49% +10,997 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: 204,019 shares; 2024Q4: 207,479 shares; 2025Q1: 273,134 shares; 2025Q2: 256,200 shares; 2025Q3: 281,106 shares; 2025Q4: 296,444 shares; 2026Q1: 303,233 shares 303,233 $74.1M 0.48% +6,789 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 865,963 shares; 2025Q3: 1,533,862 shares; 2025Q4: 1,828,670 shares; 2026Q1: 1,987,725 shares 1,987,725 $73.1M 0.47% +159,055 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550,285 shares; 2024Q4: 520,292 shares; 2025Q1: 425,945 shares; 2025Q2: 31,956 shares; 2025Q3: 440,608 shares; 2025Q4: 402,083 shares; 2026Q1: 403,557 shares 403,557 $72.5M 0.47% +1,474 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,321 shares; 2024Q4: 26,321 shares; 2025Q1: 919,235 shares; 2025Q2: 1,850,414 shares; 2025Q3: 1,836,971 shares; 2025Q4: 1,819,746 shares; 2026Q1: 1,831,592 shares 1,831,592 $71.2M 0.46% +11,846 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: 165,415 shares; 2024Q4: 159,362 shares; 2025Q1: 227,202 shares; 2025Q2: 265,170 shares; 2025Q3: 313,078 shares; 2025Q4: 328,891 shares; 2026Q1: 348,977 shares 348,977 $59.2M 0.38% +20,086 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: 93,214 shares; 2024Q4: 95,803 shares; 2025Q1: 192,947 shares; 2025Q2: 181,658 shares; 2025Q3: 194,498 shares; 2025Q4: 195,054 shares; 2026Q1: 194,330 shares 194,330 $58.7M 0.38% -724 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: 42,569 shares; 2024Q4: 43,783 shares; 2025Q1: 55,295 shares; 2025Q2: 52,801 shares; 2025Q3: 56,869 shares; 2025Q4: 59,121 shares; 2026Q1: 63,028 shares 63,028 $58M 0.38% +3,907 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,404,746 shares; 2024Q4: 1,485,986 shares; 2025Q1: 1,700,889 shares; 2025Q2: 1,365,823 shares; 2025Q3: 1,372,749 shares; 2025Q4: 1,343,300 shares; 2026Q1: 1,278,772 shares 1,278,772 $57.7M 0.37% -64,528 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: 57,270 shares; 2024Q4: 60,377 shares; 2025Q1: 74,549 shares; 2025Q2: 74,891 shares; 2025Q3: 87,911 shares; 2025Q4: 94,184 shares; 2026Q1: 100,664 shares 100,664 $57.6M 0.37% +6,480 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: 83,825 shares; 2024Q4: 83,105 shares; 2025Q1: 87,005 shares; 2025Q2: 79,057 shares; 2025Q3: 94,679 shares; 2025Q4: 96,868 shares; 2026Q1: 97,210 shares 97,210 $56.1M 0.36% +342 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: 345,045 shares; 2024Q4: 349,637 shares; 2025Q1: 387,260 shares; 2025Q2: 383,704 shares; 2025Q3: 417,593 shares; 2025Q4: 426,903 shares; 2026Q1: 437,733 shares 437,733 $54.4M 0.35% +10,830 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: 398,897 shares; 2024Q4: 1,579,711 shares; 2025Q1: 1,576,201 shares; 2025Q2: 1,779,473 shares; 2025Q3: 1,839,853 shares; 2025Q4: 1,834,718 shares; 2026Q1: 1,737,859 shares 1,737,859 $50.6M 0.33% -96,859 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: 163,920 shares; 2024Q4: 165,280 shares; 2025Q1: 175,439 shares; 2025Q2: 181,584 shares; 2025Q3: 206,654 shares; 2025Q4: 234,716 shares; 2026Q1: 236,311 shares 236,311 $50.5M 0.33% +1,595 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: 480,823 shares; 2024Q4: 1,437,279 shares; 2025Q1: 1,524,103 shares; 2025Q2: 1,439,980 shares; 2025Q3: 1,497,161 shares; 2025Q4: 1,579,368 shares; 2026Q1: 1,643,156 shares 1,643,156 $50.4M 0.33% +63,788 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: 502,940 shares; 2024Q4: 515,154 shares; 2025Q1: 573,832 shares; 2025Q2: 481,727 shares; 2025Q3: 583,784 shares; 2025Q4: 599,770 shares; 2026Q1: 629,106 shares 629,106 $47.8M 0.31% +29,336 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: 62,662 shares; 2024Q4: 64,186 shares; 2025Q1: 73,819 shares; 2025Q2: 75,137 shares; 2025Q3: 90,111 shares; 2025Q4: 100,861 shares; 2026Q1: 106,056 shares 106,056 $45.2M 0.29% +5,195 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: 28,598 shares; 2024Q4: 33,475 shares; 2025Q1: 199,948 shares; 2025Q2: 194,901 shares; 2025Q3: 219,478 shares; 2025Q4: 230,519 shares; 2026Q1: 228,456 shares 228,456 $43.8M 0.28% -2,063 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: 423,218 shares; 2024Q4: 425,644 shares; 2025Q1: 91,872 shares; 2025Q2: 84,768 shares; 2025Q3: 99,365 shares; 2025Q4: 109,182 shares; 2026Q1: 117,245 shares 117,245 $43.6M 0.28% +8,063 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,951,956 shares; 2025Q2: 1,786,415 shares; 2025Q3: 1,547,962 shares; 2025Q4: 1,393,493 shares; 2026Q1: 1,210,171 shares 1,210,171 $40.8M 0.26% -183,322 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: not reported; 2024Q4: not reported; 2025Q1: 1,780,214 shares; 2025Q2: 1,124,949 shares; 2025Q3: 1,056,245 shares; 2025Q4: 998,597 shares; 2026Q1: 940,014 shares 940,014 $40.6M 0.26% -58,583 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: not reported; 2024Q4: not reported; 2025Q1: 751,803 shares; 2025Q2: 605,445 shares; 2025Q3: 374,876 shares; 2025Q4: 365,486 shares; 2026Q1: 361,409 shares 361,409 $39.9M 0.26% -4,077 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: 209,667 shares; 2024Q4: 216,593 shares; 2025Q1: 267,664 shares; 2025Q2: 262,161 shares; 2025Q3: 275,822 shares; 2025Q4: 266,689 shares; 2026Q1: 269,183 shares 269,183 $38.9M 0.25% +2,494 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: 140,913 shares; 2024Q4: 153,518 shares; 2025Q1: 176,429 shares; 2025Q2: 162,762 shares; 2025Q3: 201,595 shares; 2025Q4: 186,022 shares; 2026Q1: 187,340 shares 187,340 $38.8M 0.25% +1,318 Timeline JSCP 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: 1,119,948 shares; 2025Q2: 1,111,660 shares; 2025Q3: 899,138 shares; 2025Q4: 835,354 shares; 2026Q1: 752,086 shares 752,086 $35.6M 0.23% -83,268 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: 64,983 shares; 2024Q4: 67,346 shares; 2025Q1: 73,572 shares; 2025Q2: 71,471 shares; 2025Q3: 77,468 shares; 2025Q4: 76,627 shares; 2026Q1: 80,808 shares 80,808 $35.3M 0.23% +4,181 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 611,491 shares; 2024Q4: 2,487,952 shares; 2025Q1: 1,514,481 shares; 2025Q2: 1,366,254 shares; 2025Q3: 1,434,901 shares; 2025Q4: 1,436,126 shares; 2026Q1: 1,413,474 shares 1,413,474 $35M 0.23% -22,652 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: 36,510 shares; 2024Q4: 37,804 shares; 2025Q1: 44,115 shares; 2025Q2: 41,441 shares; 2025Q3: 44,595 shares; 2025Q4: 45,409 shares; 2026Q1: 46,888 shares 46,888 $33.2M 0.22% +1,479 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: 316,471 shares; 2024Q4: 324,746 shares; 2025Q1: 386,846 shares; 2025Q2: 374,690 shares; 2025Q3: 410,741 shares; 2025Q4: 420,597 shares; 2026Q1: 422,373 shares 422,373 $32.8M 0.21% +1,776 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,824 shares; 2024Q4: 93,989 shares; 2025Q1: 116,646 shares; 2025Q2: 104,824 shares; 2025Q3: 118,232 shares; 2025Q4: 115,712 shares; 2026Q1: 113,646 shares 113,646 $32.6M 0.21% -2,066 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: 942,388 shares; 2024Q4: 963,156 shares; 2025Q1: 1,050,746 shares; 2025Q2: 981,173 shares; 2025Q3: 1,085,732 shares; 2025Q4: 1,082,606 shares; 2026Q1: 1,120,220 shares 1,120,220 $32.5M 0.21% +37,614 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: 141,650 shares; 2024Q4: 143,805 shares; 2025Q1: 163,443 shares; 2025Q2: 156,368 shares; 2025Q3: 164,226 shares; 2025Q4: 160,677 shares; 2026Q1: 163,866 shares 163,866 $31.6M 0.21% +3,189 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,187,181 shares; 2024Q4: 3,475,456 shares; 2025Q1: 3,464,529 shares; 2025Q2: 1,457,247 shares; 2025Q3: 670,363 shares; 2025Q4: 430,527 shares; 2026Q1: 305,731 shares 305,731 $30.7M 0.2% -124,796 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: 95,902 shares; 2024Q4: 107,938 shares; 2025Q1: 126,784 shares; 2025Q2: 116,152 shares; 2025Q3: 126,572 shares; 2025Q4: 135,025 shares; 2026Q1: 141,104 shares 141,104 $30.7M 0.2% +6,079 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: 18,901 shares; 2024Q4: 20,491 shares; 2025Q1: 26,827 shares; 2025Q2: 24,128 shares; 2025Q3: 27,150 shares; 2025Q4: 27,397 shares; 2026Q1: 30,632 shares 30,632 $30.5M 0.2% +3,235 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: 141,176 shares; 2024Q4: 162,866 shares; 2025Q1: 532,063 shares; 2025Q2: 248,736 shares; 2025Q3: 251,877 shares; 2025Q4: 249,759 shares; 2026Q1: 244,385 shares 244,385 $30.4M 0.2% -5,374 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,236 shares; 2024Q4: 84,327 shares; 2025Q1: 82,399 shares; 2025Q2: 82,501 shares; 2025Q3: 80,503 shares; 2025Q4: 79,930 shares; 2026Q1: 80,307 shares 80,307 $29.8M 0.19% +377 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: 48,322 shares; 2024Q4: 50,814 shares; 2025Q1: 75,087 shares; 2025Q2: 56,228 shares; 2025Q3: 66,182 shares; 2025Q4: 67,330 shares; 2026Q1: 68,661 shares 68,661 $29.5M 0.19% +1,331 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: 147,771 shares; 2024Q4: 154,176 shares; 2025Q1: 197,580 shares; 2025Q2: 196,775 shares; 2025Q3: 226,890 shares; 2025Q4: 228,194 shares; 2026Q1: 241,439 shares 241,439 $29M 0.19% +13,245 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: 181,095 shares; 2024Q4: 181,064 shares; 2025Q1: 208,557 shares; 2025Q2: 198,521 shares; 2025Q3: 241,018 shares; 2025Q4: 262,631 shares; 2026Q1: 293,508 shares 293,508 $28.5M 0.18% +30,877 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,404 shares; 2024Q4: 73,253 shares; 2025Q1: 75,498 shares; 2025Q2: 75,373 shares; 2025Q3: 75,253 shares; 2025Q4: 75,077 shares; 2026Q1: 75,664 shares 75,664 $27.8M 0.18% +587 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: 181,042 shares; 2024Q4: 185,623 shares; 2025Q1: 205,337 shares; 2025Q2: 188,142 shares; 2025Q3: 186,757 shares; 2025Q4: 183,745 shares; 2026Q1: 185,529 shares 185,529 $27.3M 0.18% +1,784 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: 59,157 shares; 2024Q4: 62,952 shares; 2025Q1: 85,452 shares; 2025Q2: 81,340 shares; 2025Q3: 86,611 shares; 2025Q4: 86,813 shares; 2026Q1: 86,975 shares 86,975 $27M 0.18% +162 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: 19,687 shares; 2024Q4: 23,245 shares; 2025Q1: 50,240 shares; 2025Q2: 47,717 shares; 2025Q3: 51,285 shares; 2025Q4: 51,640 shares; 2026Q1: 52,428 shares 52,428 $26.2M 0.17% +788 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: 103,505 shares; 2025Q1: 113,222 shares; 2025Q2: 123,574 shares; 2025Q3: 123,999 shares; 2025Q4: 121,992 shares; 2026Q1: 114,207 shares 114,207 $24.4M 0.16% -7,785 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: 67,567 shares; 2024Q4: 64,942 shares; 2025Q1: 66,534 shares; 2025Q2: 74,160 shares; 2025Q3: 83,129 shares; 2025Q4: 85,990 shares; 2026Q1: 91,104 shares 91,104 $23.9M 0.15% +5,114 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: 122,817 shares; 2024Q4: 124,831 shares; 2025Q1: 133,414 shares; 2025Q2: 81,565 shares; 2025Q3: 133,724 shares; 2025Q4: 135,208 shares; 2026Q1: 117,501 shares 117,501 $23.3M 0.15% -17,707 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: 100,430 shares; 2024Q4: 102,047 shares; 2025Q1: 139,676 shares; 2025Q2: 128,707 shares; 2025Q3: 143,700 shares; 2025Q4: 148,567 shares; 2026Q1: 149,599 shares 149,599 $23.2M 0.15% +1,032 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256,251 shares; 2024Q4: 249,300 shares; 2025Q1: 240,150 shares; 2025Q2: 277,374 shares; 2025Q3: 276,984 shares; 2025Q4: 269,353 shares; 2026Q1: 263,766 shares 263,766 $23.2M 0.15% -5,587 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: 13,262 shares; 2024Q4: 13,681 shares; 2025Q1: 17,470 shares; 2025Q2: 15,768 shares; 2025Q3: 20,157 shares; 2025Q4: 222,631 shares; 2026Q1: 237,387 shares 237,387 $22.8M 0.15% +14,756 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: 151,660 shares; 2024Q4: 156,704 shares; 2025Q1: 160,543 shares; 2025Q2: 160,896 shares; 2025Q3: 161,637 shares; 2025Q4: 158,665 shares; 2026Q1: 168,114 shares 168,114 $22.8M 0.15% +9,449 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: 68,154 shares; 2024Q4: 69,873 shares; 2025Q1: 77,323 shares; 2025Q2: 71,770 shares; 2025Q3: 82,593 shares; 2025Q4: 86,702 shares; 2026Q1: 94,006 shares 94,006 $22.8M 0.15% +7,304 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: 78,697 shares; 2024Q4: 77,983 shares; 2025Q1: 84,605 shares; 2025Q2: 88,704 shares; 2025Q3: 92,779 shares; 2025Q4: 91,266 shares; 2026Q1: 92,990 shares 92,990 $21M 0.14% +1,724 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: 279,991 shares; 2024Q4: 290,470 shares; 2025Q1: 353,925 shares; 2025Q2: 333,256 shares; 2025Q3: 389,802 shares; 2025Q4: 409,871 shares; 2026Q1: 427,643 shares 427,643 $20.8M 0.14% +17,772 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: 165,252 shares; 2024Q4: 170,426 shares; 2025Q1: 209,852 shares; 2025Q2: 203,354 shares; 2025Q3: 221,029 shares; 2025Q4: 220,724 shares; 2026Q1: 220,760 shares 220,760 $20.5M 0.13% +36 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: 54,081 shares; 2024Q4: 53,960 shares; 2025Q1: 56,326 shares; 2025Q2: 129,405 shares; 2025Q3: 126,753 shares; 2025Q4: 133,966 shares; 2026Q1: 135,137 shares 135,137 $20.5M 0.13% +1,171 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: 14,152 shares; 2024Q4: 14,258 shares; 2025Q1: 20,878 shares; 2025Q2: 12,317 shares; 2025Q3: 26,633 shares; 2025Q4: 29,279 shares; 2026Q1: 29,116 shares 29,116 $20.3M 0.13% -163 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: 57,563 shares; 2024Q4: 57,774 shares; 2025Q1: 63,484 shares; 2025Q2: 59,986 shares; 2025Q3: 65,208 shares; 2025Q4: 66,568 shares; 2026Q1: 66,907 shares 66,907 $20.2M 0.13% +339 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: 42,086 shares; 2024Q4: 43,854 shares; 2025Q1: 52,980 shares; 2025Q2: 49,873 shares; 2025Q3: 54,870 shares; 2025Q4: 56,037 shares; 2026Q1: 56,143 shares 56,143 $19.8M 0.13% +106 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: 230,433 shares; 2024Q4: 230,320 shares; 2025Q1: 227,419 shares; 2025Q2: 274,356 shares; 2025Q3: 291,513 shares; 2025Q4: 286,730 shares; 2026Q1: 280,645 shares 280,645 $19.7M 0.13% -6,085 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: 98,753 shares; 2024Q4: 125,683 shares; 2025Q1: 134,011 shares; 2025Q2: 149,134 shares; 2025Q3: 181,979 shares; 2025Q4: 211,434 shares; 2026Q1: 216,717 shares 216,717 $19.6M 0.13% +5,283 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 34 shares; 2025Q2: 29 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 27 shares 27 $19.4M 0.13% -10 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,547 shares; 2024Q4: 34,534 shares; 2025Q1: 30,335 shares; 2025Q2: 4,029 shares; 2025Q3: 29,948 shares; 2025Q4: 29,864 shares; 2026Q1: 29,946 shares 29,946 $19.2M 0.12% +82 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: 185,322 shares; 2024Q4: 229,526 shares; 2025Q1: 232,667 shares; 2025Q2: 215,825 shares; 2025Q3: 240,566 shares; 2025Q4: 251,769 shares; 2026Q1: 295,068 shares 295,068 $18.9M 0.12% +43,299 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,909 shares; 2024Q4: 167,123 shares; 2025Q1: 168,560 shares; 2025Q2: 147,671 shares; 2025Q3: 169,185 shares; 2025Q4: 169,328 shares; 2026Q1: 170,845 shares 170,845 $18.7M 0.12% +1,517 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: 50,770 shares; 2024Q4: 48,829 shares; 2025Q1: 70,292 shares; 2025Q2: 74,318 shares; 2025Q3: 77,694 shares; 2025Q4: 82,773 shares; 2026Q1: 112,615 shares 112,615 $18.5M 0.12% +29,842 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: 168,875 shares; 2024Q4: 174,866 shares; 2025Q1: 176,930 shares; 2025Q2: 162,606 shares; 2025Q3: 190,520 shares; 2025Q4: 192,433 shares; 2026Q1: 191,309 shares 191,309 $18.5M 0.12% -1,124 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: 99,047 shares; 2024Q4: 113,306 shares; 2025Q1: 177,811 shares; 2025Q2: 173,334 shares; 2025Q3: 183,925 shares; 2025Q4: 177,271 shares; 2026Q1: 179,588 shares 179,588 $18.4M 0.12% +2,317 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: 71,857 shares; 2024Q4: 79,967 shares; 2025Q1: 196,034 shares; 2025Q2: 204,655 shares; 2025Q3: 207,384 shares; 2025Q4: 206,836 shares; 2026Q1: 206,417 shares 206,417 $18.2M 0.12% -419 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: 53,767 shares; 2024Q4: 65,613 shares; 2025Q1: 91,961 shares; 2025Q2: 81,855 shares; 2025Q3: 95,040 shares; 2025Q4: 95,309 shares; 2026Q1: 102,958 shares 102,958 $17M 0.11% +7,649 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: 95,618 shares; 2024Q4: 99,856 shares; 2025Q1: 84,086 shares; 2025Q2: 82,589 shares; 2025Q3: 84,826 shares; 2025Q4: 82,456 shares; 2026Q1: 83,589 shares 83,589 $16.2M 0.11% +1,133 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: 9,270 shares; 2024Q4: 9,858 shares; 2025Q1: 14,222 shares; 2025Q2: 14,723 shares; 2025Q3: 17,649 shares; 2025Q4: 18,456 shares; 2026Q1: 19,083 shares 19,083 $16.1M 0.1% +627 Timeline SLDE SLIDE INS HLDGS INC More: the full row for SLIDE INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,484 shares; 2025Q4: 892,586 shares; 2026Q1: 892,403 shares 892,403 $16.1M 0.1% -183 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: 207,587 shares; 2024Q4: 207,962 shares; 2025Q1: 213,237 shares; 2025Q2: 192,486 shares; 2025Q3: 210,290 shares; 2025Q4: 217,656 shares; 2026Q1: 180,736 shares 180,736 $15.7M 0.1% -36,920 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: 31,556 shares; 2024Q4: 32,749 shares; 2025Q1: 36,648 shares; 2025Q2: 36,547 shares; 2025Q3: 41,649 shares; 2025Q4: 46,316 shares; 2026Q1: 47,449 shares 47,449 $15.5M 0.1% +1,133 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: 22,307 shares; 2024Q4: 24,637 shares; 2025Q1: 36,059 shares; 2025Q2: 36,178 shares; 2025Q3: 41,358 shares; 2025Q4: 45,963 shares; 2026Q1: 45,536 shares 45,536 $15.4M 0.1% -427 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: 26,689 shares; 2024Q4: 26,471 shares; 2025Q1: 41,219 shares; 2025Q2: 39,724 shares; 2025Q3: 41,242 shares; 2025Q4: 41,092 shares; 2026Q1: 42,229 shares 42,229 $15.1M 0.1% +1,137 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: 31,700 shares; 2024Q4: 32,643 shares; 2025Q1: 38,979 shares; 2025Q2: 39,670 shares; 2025Q3: 42,980 shares; 2025Q4: 42,278 shares; 2026Q1: 43,760 shares 43,760 $15M 0.1% +1,482 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: 43,717 shares; 2024Q4: 45,007 shares; 2025Q1: 58,626 shares; 2025Q2: 54,017 shares; 2025Q3: 59,188 shares; 2025Q4: 59,337 shares; 2026Q1: 61,174 shares 61,174 $14.8M 0.1% +1,837 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 179,035 shares; 2025Q2: 140,799 shares; 2025Q3: 129,515 shares; 2025Q4: 126,408 shares; 2026Q1: 122,732 shares 122,732 $14.7M 0.1% -3,676 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: 41,895 shares; 2024Q4: 38,376 shares; 2025Q1: 56,440 shares; 2025Q2: 51,853 shares; 2025Q3: 59,858 shares; 2025Q4: 64,893 shares; 2026Q1: 71,721 shares 71,721 $14.6M 0.09% +6,828 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,882 shares; 2024Q4: 88,675 shares; 2025Q1: 94,729 shares; 2025Q2: 89,617 shares; 2025Q3: 97,717 shares; 2025Q4: 97,674 shares; 2026Q1: 97,653 shares 97,653 $14.2M 0.09% -21 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: 40,891 shares; 2024Q4: 52,070 shares; 2025Q1: 61,892 shares; 2025Q2: 62,041 shares; 2025Q3: 76,695 shares; 2025Q4: 88,948 shares; 2026Q1: 96,614 shares 96,614 $14.1M 0.09% +7,666 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: 15,097 shares; 2024Q4: 15,075 shares; 2025Q1: 104,611 shares; 2025Q2: 100,074 shares; 2025Q3: 103,393 shares; 2025Q4: 101,438 shares; 2026Q1: 101,448 shares 101,448 $14M 0.09% +10 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,855 shares; 2024Q4: 55,002 shares; 2025Q1: 57,750 shares; 2025Q2: 57,750 shares; 2025Q3: 59,355 shares; 2025Q4: 59,355 shares; 2026Q1: 59,355 shares 59,355 $14M 0.09% 0 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: 5,403 shares; 2024Q4: 5,949 shares; 2025Q1: 11,470 shares; 2025Q2: 10,843 shares; 2025Q3: 13,026 shares; 2025Q4: 14,218 shares; 2026Q1: 15,964 shares 15,964 $13.9M 0.09% +1,746 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: 44,134 shares; 2024Q4: 36,311 shares; 2025Q1: 53,588 shares; 2025Q2: 62,049 shares; 2025Q3: 56,448 shares; 2025Q4: 59,010 shares; 2026Q1: 70,402 shares 70,402 $13.8M 0.09% +11,392 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,984 shares; 2024Q4: 48,593 shares; 2025Q1: 58,228 shares; 2025Q2: 61,675 shares; 2025Q3: 61,593 shares; 2025Q4: 64,301 shares; 2026Q1: 63,575 shares 63,575 $13.8M 0.09% -726 Timeline ILOW AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 389,041 shares; 2024Q4: 390,407 shares; 2025Q1: 389,898 shares; 2025Q2: 389,495 shares; 2025Q3: 389,898 shares; 2025Q4: 390,984 shares; 2026Q1: 322,516 shares 322,516 $13.8M 0.09% -68,468 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,115 shares; 2024Q4: 133,620 shares; 2025Q1: 144,021 shares; 2025Q2: 134,875 shares; 2025Q3: 145,254 shares; 2025Q4: 145,612 shares; 2026Q1: 115,929 shares 115,929 $13.7M 0.09% -29,683 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: 184,510 shares; 2024Q4: 194,036 shares; 2025Q1: 214,235 shares; 2025Q2: 226,907 shares; 2025Q3: 254,322 shares; 2025Q4: 257,876 shares; 2026Q1: 263,377 shares 263,377 $13.7M 0.09% +5,501 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: 51,993 shares; 2024Q4: 53,100 shares; 2025Q1: 56,535 shares; 2025Q2: 49,929 shares; 2025Q3: 57,780 shares; 2025Q4: 56,583 shares; 2026Q1: 57,577 shares 57,577 $13.6M 0.09% +994 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: 18,964 shares; 2024Q4: 27,094 shares; 2025Q1: 28,548 shares; 2025Q2: 23,958 shares; 2025Q3: 27,269 shares; 2025Q4: 31,024 shares; 2026Q1: 40,117 shares 40,117 $13.6M 0.09% +9,093 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,673 shares; 2024Q4: 128,357 shares; 2025Q1: 128,445 shares; 2025Q2: 189,782 shares; 2025Q3: 189,951 shares; 2025Q4: 189,901 shares; 2026Q1: 189,380 shares 189,380 $13.4M 0.09% -521 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: 50,957 shares; 2024Q4: 51,986 shares; 2025Q1: 64,780 shares; 2025Q2: 48,952 shares; 2025Q3: 44,932 shares; 2025Q4: 47,523 shares; 2026Q1: 49,228 shares 49,228 $13.3M 0.09% +1,705 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: 30,162 shares; 2024Q4: 31,090 shares; 2025Q1: 38,603 shares; 2025Q2: 27,834 shares; 2025Q3: 45,973 shares; 2025Q4: 44,332 shares; 2026Q1: 43,989 shares 43,989 $13.1M 0.09% -343 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: 123,269 shares; 2024Q4: 145,355 shares; 2025Q1: 171,638 shares; 2025Q2: 144,227 shares; 2025Q3: 186,452 shares; 2025Q4: 179,370 shares; 2026Q1: 193,452 shares 193,452 $13.1M 0.08% +14,082 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: 65,021 shares; 2024Q4: 63,464 shares; 2025Q1: 75,214 shares; 2025Q2: 75,792 shares; 2025Q3: 89,856 shares; 2025Q4: 94,990 shares; 2026Q1: 87,951 shares 87,951 $13M 0.08% -7,039 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,514 shares; 2024Q4: 87,786 shares; 2025Q1: 85,199 shares; 2025Q2: 85,543 shares; 2025Q3: 88,470 shares; 2025Q4: 89,293 shares; 2026Q1: 89,123 shares 89,123 $13M 0.08% -170 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: 12,771 shares; 2024Q4: 13,027 shares; 2025Q1: 28,161 shares; 2025Q2: 23,957 shares; 2025Q3: 27,422 shares; 2025Q4: 28,726 shares; 2026Q1: 26,063 shares 26,063 $12.8M 0.08% -2,663 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: 9,034 shares; 2024Q4: 9,908 shares; 2025Q1: 25,111 shares; 2025Q2: 24,978 shares; 2025Q3: 26,273 shares; 2025Q4: 27,772 shares; 2026Q1: 27,536 shares 27,536 $12.7M 0.08% -236 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: 4,145 shares; 2024Q4: 4,790 shares; 2025Q1: 6,773 shares; 2025Q2: 7,992 shares; 2025Q3: 7,698 shares; 2025Q4: 7,932 shares; 2026Q1: 8,596 shares 8,596 $12.7M 0.08% +664 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,236 shares; 2024Q4: 74,303 shares; 2025Q1: 82,504 shares; 2025Q2: 59,363 shares; 2025Q3: 85,146 shares; 2025Q4: 82,419 shares; 2026Q1: 80,419 shares 80,419 $12.6M 0.08% -2,000 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: 18,977 shares; 2024Q4: 20,457 shares; 2025Q1: 22,392 shares; 2025Q2: 27,805 shares; 2025Q3: 32,183 shares; 2025Q4: 34,023 shares; 2026Q1: 36,844 shares 36,844 $12.6M 0.08% +2,821 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,495 shares; 2024Q4: 107,453 shares; 2025Q1: 111,353 shares; 2025Q2: 10,942 shares; 2025Q3: 112,902 shares; 2025Q4: 113,843 shares; 2026Q1: 117,286 shares 117,286 $12.3M 0.08% +3,443 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: 36,435 shares; 2024Q4: 36,049 shares; 2025Q1: 167,121 shares; 2025Q2: 147,503 shares; 2025Q3: 175,980 shares; 2025Q4: 180,801 shares; 2026Q1: 171,158 shares 171,158 $12.3M 0.08% -9,643 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: 3,292 shares; 2024Q4: 3,323 shares; 2025Q1: 29,064 shares; 2025Q2: 29,751 shares; 2025Q3: 25,985 shares; 2025Q4: 21,873 shares; 2026Q1: 22,395 shares 22,395 $12.3M 0.08% +522 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: 48,387 shares; 2024Q4: 74,741 shares; 2025Q1: 146,607 shares; 2025Q2: 116,352 shares; 2025Q3: 128,306 shares; 2025Q4: 131,197 shares; 2026Q1: 121,691 shares 121,691 $12.1M 0.08% -9,506 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: 39,284 shares; 2024Q4: 40,411 shares; 2025Q1: 43,300 shares; 2025Q2: 43,070 shares; 2025Q3: 44,192 shares; 2025Q4: 43,530 shares; 2026Q1: 48,265 shares 48,265 $12M 0.08% +4,735 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: 20,947 shares; 2024Q4: 20,991 shares; 2025Q1: 80,391 shares; 2025Q2: 75,191 shares; 2025Q3: 99,943 shares; 2025Q4: 90,983 shares; 2026Q1: 85,709 shares 85,709 $11.9M 0.08% -5,274 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: 20,354 shares; 2024Q4: 21,652 shares; 2025Q1: 33,120 shares; 2025Q2: 26,636 shares; 2025Q3: 32,631 shares; 2025Q4: 36,069 shares; 2026Q1: 41,612 shares 41,612 $11.8M 0.08% +5,543 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: 138,147 shares; 2024Q4: 138,133 shares; 2025Q1: 147,099 shares; 2025Q2: 128,964 shares; 2025Q3: 151,921 shares; 2025Q4: 156,942 shares; 2026Q1: 177,145 shares 177,145 $11.8M 0.08% +20,203 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: 37,617 shares; 2024Q4: 41,263 shares; 2025Q1: 57,157 shares; 2025Q2: 58,990 shares; 2025Q3: 63,582 shares; 2025Q4: 65,898 shares; 2026Q1: 72,218 shares 72,218 $11.5M 0.07% +6,320 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: 72,998 shares; 2024Q4: 83,709 shares; 2025Q1: 114,113 shares; 2025Q2: 129,750 shares; 2025Q3: 136,249 shares; 2025Q4: 141,291 shares; 2026Q1: 144,344 shares 144,344 $11.5M 0.07% +3,053 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: 25,775 shares; 2024Q4: 26,269 shares; 2025Q1: 29,276 shares; 2025Q2: 30,823 shares; 2025Q3: 33,286 shares; 2025Q4: 32,338 shares; 2026Q1: 31,962 shares 31,962 $11.4M 0.07% -376 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: 37,874 shares; 2024Q4: 43,056 shares; 2025Q1: 51,133 shares; 2025Q2: 50,485 shares; 2025Q3: 54,157 shares; 2025Q4: 54,217 shares; 2026Q1: 54,330 shares 54,330 $11.3M 0.07% +113 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: 42,929 shares; 2024Q4: 48,731 shares; 2025Q1: 71,796 shares; 2025Q2: 70,588 shares; 2025Q3: 86,436 shares; 2025Q4: 89,907 shares; 2026Q1: 99,177 shares 99,177 $11.2M 0.07% +9,270 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: 13,282 shares; 2024Q4: 12,803 shares; 2025Q1: 56,944 shares; 2025Q2: 51,535 shares; 2025Q3: 54,013 shares; 2025Q4: 56,859 shares; 2026Q1: 57,271 shares 57,271 $10.9M 0.07% +412 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: 65,937 shares; 2024Q4: 68,721 shares; 2025Q1: 72,807 shares; 2025Q2: 74,467 shares; 2025Q3: 85,194 shares; 2025Q4: 83,468 shares; 2026Q1: 82,846 shares 82,846 $10.8M 0.07% -622 Timeline DFCF 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: 212,447 shares; 2025Q2: 216,509 shares; 2025Q3: 233,724 shares; 2025Q4: 265,181 shares; 2026Q1: 254,535 shares 254,535 $10.7M 0.07% -10,646 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: 13,993 shares; 2024Q4: 16,524 shares; 2025Q1: 21,486 shares; 2025Q2: 23,889 shares; 2025Q3: 26,597 shares; 2025Q4: 27,873 shares; 2026Q1: 29,897 shares 29,897 $10.7M 0.07% +2,024 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: 144,222 shares; 2024Q4: 160,587 shares; 2025Q1: 186,190 shares; 2025Q2: 189,833 shares; 2025Q3: 199,424 shares; 2025Q4: 188,945 shares; 2026Q1: 208,337 shares 208,337 $10.5M 0.07% +19,392 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: 42,916 shares; 2024Q4: 45,668 shares; 2025Q1: 46,737 shares; 2025Q2: 46,733 shares; 2025Q3: 49,021 shares; 2025Q4: 45,706 shares; 2026Q1: 45,414 shares 45,414 $10.4M 0.07% -292 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,084 shares; 2024Q4: 141,550 shares; 2025Q1: 202,464 shares; 2025Q2: 174,021 shares; 2025Q3: 200,229 shares; 2025Q4: 210,349 shares; 2026Q1: 235,066 shares 235,066 $10.4M 0.07% +24,717 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: 11,952 shares; 2024Q4: 12,525 shares; 2025Q1: 13,850 shares; 2025Q2: 15,352 shares; 2025Q3: 14,859 shares; 2025Q4: 16,190 shares; 2026Q1: 16,955 shares 16,955 $10.2M 0.07% +765 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: 9,807 shares; 2024Q4: 12,562 shares; 2025Q1: 18,512 shares; 2025Q2: 18,008 shares; 2025Q3: 19,275 shares; 2025Q4: 17,561 shares; 2026Q1: 20,264 shares 20,264 $10M 0.07% +2,703 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: not reported; 2024Q4: not reported; 2025Q1: 127,336 shares; 2025Q2: 115,495 shares; 2025Q3: 103,353 shares; 2025Q4: 102,059 shares; 2026Q1: 100,602 shares 100,602 $10M 0.07% -1,457 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: 59,622 shares; 2024Q4: 62,072 shares; 2025Q1: 76,819 shares; 2025Q2: 22,004 shares; 2025Q3: 69,478 shares; 2025Q4: 70,010 shares; 2026Q1: 72,301 shares 72,301 $9.83M 0.06% +2,291 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: 47,975 shares; 2024Q4: 47,288 shares; 2025Q1: 52,489 shares; 2025Q2: 49,321 shares; 2025Q3: 49,184 shares; 2025Q4: 49,455 shares; 2026Q1: 45,806 shares 45,806 $9.67M 0.06% -3,649 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: 199,614 shares; 2024Q4: 198,360 shares; 2025Q1: 249,328 shares; 2025Q2: 291,528 shares; 2025Q3: 332,203 shares; 2025Q4: 328,847 shares; 2026Q1: 343,989 shares 343,989 $9.66M 0.06% +15,142 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,647 shares; 2024Q4: 332,633 shares; 2025Q1: 334,873 shares; 2025Q2: 325,882 shares; 2025Q3: 326,203 shares; 2025Q4: 315,361 shares; 2026Q1: 311,942 shares 311,942 $9.66M 0.06% -3,419 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: 23,547 shares; 2024Q4: 28,135 shares; 2025Q1: 69,241 shares; 2025Q2: 61,672 shares; 2025Q3: 66,097 shares; 2025Q4: 66,071 shares; 2026Q1: 75,473 shares 75,473 $9.54M 0.06% +9,402 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,372 shares; 2024Q4: 21,525 shares; 2025Q1: 31,826 shares; 2025Q2: 33,086 shares; 2025Q3: 34,079 shares; 2025Q4: 32,718 shares; 2026Q1: 29,621 shares 29,621 $9.5M 0.06% -3,097 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,041 shares; 2024Q4: 43,571 shares; 2025Q1: 47,488 shares; 2025Q2: 42,622 shares; 2025Q3: 45,109 shares; 2025Q4: 45,767 shares; 2026Q1: 46,674 shares 46,674 $9.48M 0.06% +907 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,442 shares; 2024Q4: 27,094 shares; 2025Q1: 33,139 shares; 2025Q2: 34,310 shares; 2025Q3: 35,791 shares; 2025Q4: 32,994 shares; 2026Q1: 32,042 shares 32,042 $9.31M 0.06% -952 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,463 shares; 2024Q4: 152,018 shares; 2025Q1: 148,018 shares; 2025Q2: 122,769 shares; 2025Q3: 141,051 shares; 2025Q4: 140,339 shares; 2026Q1: 139,397 shares 139,397 $9.2M 0.06% -942 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: 45,476 shares; 2024Q4: 47,168 shares; 2025Q1: 85,815 shares; 2025Q2: 67,437 shares; 2025Q3: 84,252 shares; 2025Q4: 84,103 shares; 2026Q1: 94,608 shares 94,608 $9.12M 0.06% +10,505 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: 42,018 shares; 2024Q4: 41,680 shares; 2025Q1: 42,028 shares; 2025Q2: 42,409 shares; 2025Q3: 46,087 shares; 2025Q4: 47,040 shares; 2026Q1: 47,166 shares 47,166 $8.94M 0.06% +126 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: 19,884 shares; 2024Q4: 20,724 shares; 2025Q1: 23,066 shares; 2025Q2: 86,935 shares; 2025Q3: 90,135 shares; 2025Q4: 89,864 shares; 2026Q1: 92,931 shares 92,931 $8.89M 0.06% +3,067 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: 75,762 shares; 2024Q4: 79,813 shares; 2025Q1: 96,077 shares; 2025Q2: 101,269 shares; 2025Q3: 108,625 shares; 2025Q4: 107,625 shares; 2026Q1: 101,768 shares 101,768 $8.82M 0.06% -5,857 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: 32,063 shares; 2024Q4: 31,862 shares; 2025Q1: 26,607 shares; 2025Q2: 21,834 shares; 2025Q3: 33,084 shares; 2025Q4: 66,572 shares; 2026Q1: 66,095 shares 66,095 $8.78M 0.06% -477 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,258 shares; 2024Q4: 5,642 shares; 2025Q1: 112,295 shares; 2025Q2: 112,013 shares; 2025Q3: 111,830 shares; 2025Q4: 118,791 shares; 2026Q1: 174,033 shares 174,033 $8.78M 0.06% +55,242 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,319 shares; 2024Q4: 7,925 shares; 2025Q1: 46,043 shares; 2025Q2: 141,227 shares; 2025Q3: 188,392 shares; 2025Q4: 211,642 shares; 2026Q1: 224,930 shares 224,930 $8.76M 0.06% +13,288 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,042 shares; 2024Q4: 29,555 shares; 2025Q1: 29,991 shares; 2025Q2: 28,893 shares; 2025Q3: 28,606 shares; 2025Q4: 28,300 shares; 2026Q1: 28,888 shares 28,888 $8.73M 0.06% +588 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,185 shares; 2024Q4: 6,533 shares; 2025Q1: 10,968 shares; 2025Q2: 10,532 shares; 2025Q3: 12,664 shares; 2025Q4: 13,476 shares; 2026Q1: 15,233 shares 15,233 $8.58M 0.06% +1,757 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: 3,938 shares; 2024Q4: 4,962 shares; 2025Q1: 8,923 shares; 2025Q2: 7,756 shares; 2025Q3: 8,403 shares; 2025Q4: 8,798 shares; 2026Q1: 9,577 shares 9,577 $8.57M 0.06% +779 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,022 shares; 2024Q4: 298,629 shares; 2025Q1: 304,696 shares; 2025Q2: 278,250 shares; 2025Q3: 287,851 shares; 2025Q4: 288,149 shares; 2026Q1: 293,221 shares 293,221 $8.53M 0.06% +5,072 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,030 shares; 2025Q2: 24,940 shares; 2025Q3: 40,206 shares; 2025Q4: 34,102 shares; 2026Q1: 50,237 shares 50,237 $8.49M 0.06% +16,135 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,417 shares; 2025Q1: 8,204 shares; 2025Q2: 6,248 shares; 2025Q3: 7,975 shares; 2025Q4: 8,203 shares; 2026Q1: 8,726 shares 8,726 $8.39M 0.05% +523 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200,780 shares; 2025Q3: 200,919 shares; 2025Q4: 201,074 shares; 2026Q1: 202,800 shares 202,800 $8.39M 0.05% +1,726 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,849 shares; 2024Q4: 76,217 shares; 2025Q1: 79,094 shares; 2025Q2: 44,563 shares; 2025Q3: 77,715 shares; 2025Q4: 78,180 shares; 2026Q1: 79,247 shares 79,247 $8.38M 0.05% +1,067 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,396 shares; 2024Q4: 240,550 shares; 2025Q1: 272,734 shares; 2025Q2: 198,181 shares; 2025Q3: 275,028 shares; 2025Q4: 283,068 shares; 2026Q1: 296,597 shares 296,597 $8.14M 0.05% +13,529 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: 81,741 shares; 2024Q4: 86,393 shares; 2025Q1: 105,447 shares; 2025Q2: 98,825 shares; 2025Q3: 114,386 shares; 2025Q4: 118,458 shares; 2026Q1: 121,990 shares 121,990 $8.05M 0.05% +3,532 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: 18,005 shares; 2024Q4: 26,411 shares; 2025Q1: 33,958 shares; 2025Q2: 33,939 shares; 2025Q3: 47,188 shares; 2025Q4: 51,454 shares; 2026Q1: 56,970 shares 56,970 $7.94M 0.05% +5,516 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: 35,734 shares; 2024Q4: 39,113 shares; 2025Q1: 47,249 shares; 2025Q2: 46,169 shares; 2025Q3: 54,293 shares; 2025Q4: 55,268 shares; 2026Q1: 59,939 shares 59,939 $7.91M 0.05% +4,671 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: 15,985 shares; 2024Q4: 33,355 shares; 2025Q1: 35,071 shares; 2025Q2: 27,335 shares; 2025Q3: 43,770 shares; 2025Q4: 45,744 shares; 2026Q1: 49,347 shares 49,347 $7.91M 0.05% +3,603 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: 5,766 shares; 2024Q4: 7,069 shares; 2025Q1: 23,724 shares; 2025Q2: 23,793 shares; 2025Q3: 25,736 shares; 2025Q4: 26,411 shares; 2026Q1: 29,406 shares 29,406 $7.82M 0.05% +2,995 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: 10,161 shares; 2024Q4: 9,834 shares; 2025Q1: 14,370 shares; 2025Q2: 24,324 shares; 2025Q3: 27,163 shares; 2025Q4: 29,487 shares; 2026Q1: 42,532 shares 42,532 $7.76M 0.05% +13,045 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: 9,954 shares; 2024Q4: 8,186 shares; 2025Q1: 9,730 shares; 2025Q2: 10,366 shares; 2025Q3: 11,880 shares; 2025Q4: 15,362 shares; 2026Q1: 37,140 shares 37,140 $7.7M 0.05% +21,778 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: 1,824 shares; 2024Q4: 2,095 shares; 2025Q1: 4,937 shares; 2025Q2: 73,157 shares; 2025Q3: 78,153 shares; 2025Q4: 82,775 shares; 2026Q1: 82,863 shares 82,863 $7.65M 0.05% +88 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,919 shares; 2024Q4: 23,405 shares; 2025Q1: 27,263 shares; 2025Q2: 20,409 shares; 2025Q3: 26,689 shares; 2025Q4: 27,223 shares; 2026Q1: 26,135 shares 26,135 $7.5M 0.05% -1,088 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,829 shares; 2024Q4: 7,538 shares; 2025Q1: 8,410 shares; 2025Q2: 6,616 shares; 2025Q3: 8,087 shares; 2025Q4: 8,365 shares; 2026Q1: 8,575 shares 8,575 $7.42M 0.05% +210 Timeline DCOR 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: 81,911 shares; 2025Q2: 62,609 shares; 2025Q3: 92,888 shares; 2025Q4: 102,241 shares; 2026Q1: 102,683 shares 102,683 $7.4M 0.05% +442 Timeline SPLV 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: 103,917 shares; 2024Q4: 101,352 shares; 2025Q1: 101,042 shares; 2025Q2: 79,124 shares; 2025Q3: 100,917 shares; 2025Q4: 100,882 shares; 2026Q1: 100,901 shares 100,901 $7.38M 0.05% +19 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,190 shares; 2024Q4: 65,712 shares; 2025Q1: 79,333 shares; 2025Q2: 51,183 shares; 2025Q3: 75,023 shares; 2025Q4: 64,479 shares; 2026Q1: 67,076 shares 67,076 $7.36M 0.05% +2,597 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,432 shares; 2024Q4: 23,525 shares; 2025Q1: 23,263 shares; 2025Q2: 23,054 shares; 2025Q3: 23,032 shares; 2025Q4: 23,064 shares; 2026Q1: 22,868 shares 22,868 $7.27M 0.05% -196 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,930 shares; 2024Q4: 11,638 shares; 2025Q1: 75,807 shares; 2025Q2: 79,111 shares; 2025Q3: 77,382 shares; 2025Q4: 80,423 shares; 2026Q1: 77,859 shares 77,859 $7.2M 0.05% -2,564 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: 20,456 shares; 2024Q4: 22,970 shares; 2025Q1: 20,692 shares; 2025Q2: 21,525 shares; 2025Q3: 21,737 shares; 2025Q4: 22,967 shares; 2026Q1: 22,856 shares 22,856 $7.17M 0.05% -111 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,179 shares; 2024Q4: 2,423 shares; 2025Q1: 27,260 shares; 2025Q2: 28,245 shares; 2025Q3: 28,724 shares; 2025Q4: 28,388 shares; 2026Q1: 26,156 shares 26,156 $7.12M 0.05% -2,232 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: 6,151 shares; 2024Q4: 7,542 shares; 2025Q1: 19,777 shares; 2025Q2: 19,121 shares; 2025Q3: 19,081 shares; 2025Q4: 19,763 shares; 2026Q1: 16,495 shares 16,495 $7.02M 0.05% -3,268 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: 24,044 shares; 2024Q4: 26,718 shares; 2025Q1: 35,698 shares; 2025Q2: 35,178 shares; 2025Q3: 41,601 shares; 2025Q4: 39,216 shares; 2026Q1: 37,359 shares 37,359 $6.97M 0.05% -1,857 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: 270,974 shares; 2024Q4: 282,926 shares; 2025Q1: 273,690 shares; 2025Q2: 289,000 shares; 2025Q3: 292,202 shares; 2025Q4: 233,309 shares; 2026Q1: 241,995 shares 241,995 $6.95M 0.05% +8,686 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: 19,771 shares; 2024Q4: 22,539 shares; 2025Q1: 29,276 shares; 2025Q2: 30,739 shares; 2025Q3: 33,029 shares; 2025Q4: 34,466 shares; 2026Q1: 38,070 shares 38,070 $6.94M 0.04% +3,604 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: 2,754 shares; 2024Q4: 4,455 shares; 2025Q1: 6,171 shares; 2025Q2: 5,460 shares; 2025Q3: 6,019 shares; 2025Q4: 6,366 shares; 2026Q1: 5,204 shares 5,204 $6.87M 0.04% -1,162 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: 59,532 shares; 2024Q4: 59,532 shares; 2025Q1: 66,517 shares; 2025Q2: 64,257 shares; 2025Q3: 66,518 shares; 2025Q4: 66,310 shares; 2026Q1: 68,061 shares 68,061 $6.85M 0.04% +1,751 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: 31,159 shares; 2024Q4: 35,900 shares; 2025Q1: 46,658 shares; 2025Q2: 47,691 shares; 2025Q3: 48,537 shares; 2025Q4: 50,238 shares; 2026Q1: 51,979 shares 51,979 $6.81M 0.04% +1,741 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,973 shares; 2024Q4: 71,771 shares; 2025Q1: 75,772 shares; 2025Q2: 81,142 shares; 2025Q3: 82,219 shares; 2025Q4: 82,927 shares; 2026Q1: 79,403 shares 79,403 $6.77M 0.04% -3,524 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,873 shares; 2024Q4: 15,858 shares; 2025Q1: 144,113 shares; 2025Q2: 153,528 shares; 2025Q3: 153,532 shares; 2025Q4: 148,310 shares; 2026Q1: 148,313 shares 148,313 $6.71M 0.04% +3 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: 62,519 shares; 2024Q4: 73,542 shares; 2025Q1: 90,042 shares; 2025Q2: 68,190 shares; 2025Q3: 77,697 shares; 2025Q4: 87,126 shares; 2026Q1: 109,993 shares 109,993 $6.67M 0.04% +22,867 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,183 shares; 2024Q4: 35,567 shares; 2025Q1: 37,681 shares; 2025Q2: 34,833 shares; 2025Q3: 36,127 shares; 2025Q4: 35,908 shares; 2026Q1: 35,914 shares 35,914 $6.62M 0.04% +6 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: 14,251 shares; 2024Q4: 14,560 shares; 2025Q1: 28,473 shares; 2025Q2: 22,748 shares; 2025Q3: 27,581 shares; 2025Q4: 27,191 shares; 2026Q1: 30,048 shares 30,048 $6.58M 0.04% +2,857 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: 73,721 shares; 2024Q4: 80,808 shares; 2025Q1: 120,744 shares; 2025Q2: 136,167 shares; 2025Q3: 145,958 shares; 2025Q4: 122,696 shares; 2026Q1: 113,811 shares 113,811 $6.56M 0.04% -8,885 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: 31,305 shares; 2024Q4: 32,609 shares; 2025Q1: 37,572 shares; 2025Q2: 38,975 shares; 2025Q3: 44,739 shares; 2025Q4: 40,014 shares; 2026Q1: 37,770 shares 37,770 $6.52M 0.04% -2,244 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 94,656 shares; 2025Q2: 202,993 shares; 2025Q3: 200,908 shares; 2025Q4: 200,786 shares; 2026Q1: 187,995 shares 187,995 $6.5M 0.04% -12,791 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,035 shares; 2024Q4: 22,907 shares; 2025Q1: 25,905 shares; 2025Q2: 24,907 shares; 2025Q3: 25,775 shares; 2025Q4: 25,823 shares; 2026Q1: 26,525 shares 26,525 $6.48M 0.04% +702 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,862 shares; 2024Q4: 20,201 shares; 2025Q1: 24,383 shares; 2025Q2: 18,829 shares; 2025Q3: 22,970 shares; 2025Q4: 23,955 shares; 2026Q1: 24,768 shares 24,768 $6.45M 0.04% +813 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: 20,297 shares; 2024Q4: 23,578 shares; 2025Q1: 31,814 shares; 2025Q2: 28,152 shares; 2025Q3: 30,642 shares; 2025Q4: 29,391 shares; 2026Q1: 32,255 shares 32,255 $6.39M 0.04% +2,864 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 677 shares; 2024Q4: 731 shares; 2025Q1: 5,603 shares; 2025Q2: 5,706 shares; 2025Q3: 5,697 shares; 2025Q4: 5,741 shares; 2026Q1: 5,499 shares 5,499 $6.37M 0.04% -242 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: 766 shares; 2024Q4: 874 shares; 2025Q1: 1,254 shares; 2025Q2: 1,257 shares; 2025Q3: 1,401 shares; 2025Q4: 1,446 shares; 2026Q1: 1,503 shares 1,503 $6.33M 0.04% +57 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,573 shares; 2024Q4: 24,748 shares; 2025Q1: 110,956 shares; 2025Q2: 92,547 shares; 2025Q3: 103,109 shares; 2025Q4: 155,734 shares; 2026Q1: 155,862 shares 155,862 $6.31M 0.04% +128 Timeline ATLC ATLANTICUS HOLDINGS CORP More: the full row for ATLANTICUS HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,376 shares; 2024Q4: 6,376 shares; 2025Q1: 6,376 shares; 2025Q2: not reported; 2025Q3: 6,376 shares; 2025Q4: 6,381 shares; 2026Q1: 118,788 shares 118,788 $6.23M 0.04% +112,407 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: 11,835 shares; 2024Q4: 13,563 shares; 2025Q1: 17,608 shares; 2025Q2: 16,927 shares; 2025Q3: 18,611 shares; 2025Q4: 19,136 shares; 2026Q1: 20,937 shares 20,937 $6.11M 0.04% +1,801 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: 9,255 shares; 2024Q4: 9,476 shares; 2025Q1: 16,660 shares; 2025Q2: 14,696 shares; 2025Q3: 14,446 shares; 2025Q4: 14,733 shares; 2026Q1: 18,540 shares 18,540 $6.09M 0.04% +3,807 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: 15,670 shares; 2024Q4: 14,951 shares; 2025Q1: 20,118 shares; 2025Q2: 21,747 shares; 2025Q3: 26,575 shares; 2025Q4: 25,297 shares; 2026Q1: 20,728 shares 20,728 $6.07M 0.04% -4,569 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: 104,534 shares; 2024Q4: 119,468 shares; 2025Q1: 136,982 shares; 2025Q2: 118,765 shares; 2025Q3: 154,147 shares; 2025Q4: 130,859 shares; 2026Q1: 131,893 shares 131,893 $6.06M 0.04% +1,034 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: 53,745 shares; 2024Q4: 71,866 shares; 2025Q1: 88,760 shares; 2025Q2: 86,621 shares; 2025Q3: 95,547 shares; 2025Q4: 96,823 shares; 2026Q1: 112,082 shares 112,082 $6.06M 0.04% +15,259 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: 47,145 shares; 2024Q4: 45,556 shares; 2025Q1: 52,946 shares; 2025Q2: 42,841 shares; 2025Q3: 56,358 shares; 2025Q4: 59,594 shares; 2026Q1: 64,331 shares 64,331 $6.05M 0.04% +4,737 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,798 shares; 2024Q4: 64,073 shares; 2025Q1: 72,560 shares; 2025Q2: 74,215 shares; 2025Q3: 69,084 shares; 2025Q4: 72,373 shares; 2026Q1: 126,840 shares 126,840 $5.89M 0.04% +54,467 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: 9,763 shares; 2024Q4: 10,875 shares; 2025Q1: 16,393 shares; 2025Q2: 14,918 shares; 2025Q3: 14,973 shares; 2025Q4: 16,005 shares; 2026Q1: 18,479 shares 18,479 $5.88M 0.04% +2,474 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,617 shares; 2024Q4: 77,626 shares; 2025Q1: 86,570 shares; 2025Q2: 51,394 shares; 2025Q3: 43,569 shares; 2025Q4: 46,667 shares; 2026Q1: 48,494 shares 48,494 $5.88M 0.04% +1,827 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: 6,090 shares; 2024Q4: 5,826 shares; 2025Q1: 38,269 shares; 2025Q2: 41,985 shares; 2025Q3: 42,938 shares; 2025Q4: 44,659 shares; 2026Q1: 43,225 shares 43,225 $5.86M 0.04% -1,434 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,036 shares; 2024Q4: 22,441 shares; 2025Q1: 22,598 shares; 2025Q2: 22,514 shares; 2025Q3: 23,997 shares; 2025Q4: 23,893 shares; 2026Q1: 22,668 shares 22,668 $5.83M 0.04% -1,225 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,274 shares; 2025Q2: 29,174 shares; 2025Q3: 29,191 shares; 2025Q4: 29,229 shares; 2026Q1: 27,472 shares 27,472 $5.8M 0.04% -1,757 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,411 shares; 2024Q4: 9,322 shares; 2025Q1: 10,729 shares; 2025Q2: 8,510 shares; 2025Q3: 13,758 shares; 2025Q4: 13,469 shares; 2026Q1: 12,446 shares 12,446 $5.77M 0.04% -1,023 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: 2,964 shares; 2024Q4: 3,181 shares; 2025Q1: 13,533 shares; 2025Q2: 13,636 shares; 2025Q3: 13,615 shares; 2025Q4: 14,006 shares; 2026Q1: 13,205 shares 13,205 $5.76M 0.04% -801 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: 26,800 shares; 2024Q4: 31,426 shares; 2025Q1: 43,181 shares; 2025Q2: 38,693 shares; 2025Q3: 42,698 shares; 2025Q4: 45,046 shares; 2026Q1: 44,694 shares 44,694 $5.76M 0.04% -352 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,229 shares; 2024Q4: 114,521 shares; 2025Q1: 142,914 shares; 2025Q2: 118,482 shares; 2025Q3: 136,173 shares; 2025Q4: 146,556 shares; 2026Q1: 151,455 shares 151,455 $5.73M 0.04% +4,899 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: 81,859 shares; 2024Q4: 81,209 shares; 2025Q1: 97,220 shares; 2025Q2: 80,455 shares; 2025Q3: 117,354 shares; 2025Q4: 118,234 shares; 2026Q1: 115,533 shares 115,533 $5.7M 0.04% -2,701 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,615 shares; 2024Q4: 35,661 shares; 2025Q1: 48,347 shares; 2025Q2: 52,990 shares; 2025Q3: 58,234 shares; 2025Q4: 52,808 shares; 2026Q1: 49,098 shares 49,098 $5.67M 0.04% -3,710 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: 37,241 shares; 2024Q4: 44,045 shares; 2025Q1: 66,401 shares; 2025Q2: 63,542 shares; 2025Q3: 71,568 shares; 2025Q4: 74,255 shares; 2026Q1: 77,224 shares 77,224 $5.62M 0.04% +2,969 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: 25,939 shares; 2024Q4: 25,646 shares; 2025Q1: 38,010 shares; 2025Q2: 41,094 shares; 2025Q3: 47,597 shares; 2025Q4: 51,993 shares; 2026Q1: 48,138 shares 48,138 $5.54M 0.04% -3,855 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,099 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 218,518 shares; 2025Q3: 235,303 shares; 2025Q4: 224,950 shares; 2026Q1: 226,802 shares 226,802 $5.5M 0.04% +1,852 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: 9,708 shares; 2024Q4: 13,507 shares; 2025Q1: 17,591 shares; 2025Q2: 18,162 shares; 2025Q3: 22,327 shares; 2025Q4: 24,242 shares; 2026Q1: 27,598 shares 27,598 $5.49M 0.04% +3,356 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: 5,663 shares; 2024Q4: 6,374 shares; 2025Q1: 10,843 shares; 2025Q2: 13,341 shares; 2025Q3: 14,136 shares; 2025Q4: 9,008 shares; 2026Q1: 12,564 shares 12,564 $5.45M 0.04% +3,556 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,383 shares; 2024Q4: 107,788 shares; 2025Q1: 111,563 shares; 2025Q2: not reported; 2025Q3: 245,732 shares; 2025Q4: 248,035 shares; 2026Q1: 247,792 shares 247,792 $5.44M 0.04% -243 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: 3,069 shares; 2024Q4: 2,954 shares; 2025Q1: 6,194 shares; 2025Q2: 6,399 shares; 2025Q3: 8,467 shares; 2025Q4: 9,141 shares; 2026Q1: 9,760 shares 9,760 $5.25M 0.03% +619 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,919 shares; 2024Q4: 17,552 shares; 2025Q1: 18,707 shares; 2025Q2: 16,887 shares; 2025Q3: 19,834 shares; 2025Q4: 19,731 shares; 2026Q1: 21,234 shares 21,234 $5.25M 0.03% +1,503 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: 4,116 shares; 2024Q4: 4,377 shares; 2025Q1: 7,686 shares; 2025Q2: 8,135 shares; 2025Q3: 10,452 shares; 2025Q4: 58,870 shares; 2026Q1: 50,064 shares 50,064 $5.23M 0.03% -8,806 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: 26,469 shares; 2025Q1: 31,285 shares; 2025Q2: 28,752 shares; 2025Q3: 32,410 shares; 2025Q4: 34,951 shares; 2026Q1: 42,405 shares 42,405 $5.21M 0.03% +7,454 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,925 shares; 2024Q4: 5,869 shares; 2025Q1: 6,535 shares; 2025Q2: 6,117 shares; 2025Q3: 7,213 shares; 2025Q4: 7,152 shares; 2026Q1: 7,596 shares 7,596 $5.18M 0.03% +444 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: 10,313 shares; 2024Q4: 9,971 shares; 2025Q1: 12,750 shares; 2025Q2: 14,782 shares; 2025Q3: 15,986 shares; 2025Q4: 15,266 shares; 2026Q1: 19,146 shares 19,146 $5.11M 0.03% +3,880 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,492 shares; 2024Q4: 7,624 shares; 2025Q1: 8,143 shares; 2025Q2: 10,012 shares; 2025Q3: 11,766 shares; 2025Q4: 12,675 shares; 2026Q1: 13,068 shares 13,068 $5.1M 0.03% +393 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: 23,110 shares; 2024Q4: 27,106 shares; 2025Q1: 34,129 shares; 2025Q2: 32,816 shares; 2025Q3: 31,364 shares; 2025Q4: 34,075 shares; 2026Q1: 38,902 shares 38,902 $5.09M 0.03% +4,827 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,688 shares; 2024Q4: 24,444 shares; 2025Q1: 79,196 shares; 2025Q2: 69,008 shares; 2025Q3: 80,877 shares; 2025Q4: 76,780 shares; 2026Q1: 74,754 shares 74,754 $5.09M 0.03% -2,026 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: 13,643 shares; 2024Q4: 18,815 shares; 2025Q1: 29,849 shares; 2025Q2: 32,050 shares; 2025Q3: 35,787 shares; 2025Q4: 38,997 shares; 2026Q1: 42,129 shares 42,129 $5M 0.03% +3,132 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,941 shares; 2024Q4: 2,877 shares; 2025Q1: 6,425 shares; 2025Q2: 4,818 shares; 2025Q3: 6,608 shares; 2025Q4: 6,547 shares; 2026Q1: 6,620 shares 6,620 $4.82M 0.03% +73 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: 1,186 shares; 2024Q4: 755 shares; 2025Q1: 5,846 shares; 2025Q2: 6,067 shares; 2025Q3: 5,983 shares; 2025Q4: 6,064 shares; 2026Q1: 4,395 shares 4,395 $4.81M 0.03% -1,669 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,333 shares; 2024Q4: 7,180 shares; 2025Q1: 9,928 shares; 2025Q2: 9,484 shares; 2025Q3: 11,463 shares; 2025Q4: 12,561 shares; 2026Q1: 13,625 shares 13,625 $4.7M 0.03% +1,064 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,283 shares; 2024Q4: 3,412 shares; 2025Q1: 16,629 shares; 2025Q2: 15,014 shares; 2025Q3: 15,620 shares; 2025Q4: 16,192 shares; 2026Q1: 16,655 shares 16,655 $4.7M 0.03% +463 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: not reported; 2024Q4: not reported; 2025Q1: 23,308 shares; 2025Q2: 19,437 shares; 2025Q3: 41,298 shares; 2025Q4: 41,981 shares; 2026Q1: 42,329 shares 42,329 $4.67M 0.03% +348 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: 20,663 shares; 2024Q4: 19,883 shares; 2025Q1: 23,415 shares; 2025Q2: 16,758 shares; 2025Q3: 29,577 shares; 2025Q4: 29,694 shares; 2026Q1: 31,540 shares 31,540 $4.62M 0.03% +1,846 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: 7,383 shares; 2024Q4: 7,531 shares; 2025Q1: 9,623 shares; 2025Q2: 4,486 shares; 2025Q3: 8,008 shares; 2025Q4: 7,877 shares; 2026Q1: 7,845 shares 7,845 $4.62M 0.03% -32 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: 8,375 shares; 2024Q4: 8,767 shares; 2025Q1: 10,656 shares; 2025Q2: 10,583 shares; 2025Q3: 8,680 shares; 2025Q4: 9,472 shares; 2026Q1: 10,287 shares 10,287 $4.59M 0.03% +815 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: 20,755 shares; 2024Q4: 23,489 shares; 2025Q1: 33,008 shares; 2025Q2: 29,956 shares; 2025Q3: 29,868 shares; 2025Q4: 31,435 shares; 2026Q1: 31,388 shares 31,388 $4.56M 0.03% -47 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: 32,923 shares; 2024Q4: 39,106 shares; 2025Q1: 43,075 shares; 2025Q2: 40,397 shares; 2025Q3: 41,733 shares; 2025Q4: 45,792 shares; 2026Q1: 46,333 shares 46,333 $4.56M 0.03% +541 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,821 shares; 2024Q4: 21,649 shares; 2025Q1: 27,445 shares; 2025Q2: 22,972 shares; 2025Q3: 32,650 shares; 2025Q4: 29,324 shares; 2026Q1: 28,988 shares 28,988 $4.56M 0.03% -336 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 1,276 shares; 2025Q1: 1,413 shares; 2025Q2: 1,083 shares; 2025Q3: 1,360 shares; 2025Q4: 1,346 shares; 2026Q1: 1,347 shares 1,347 $4.55M 0.03% +1 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,798 shares; 2024Q4: 14,471 shares; 2025Q1: 19,815 shares; 2025Q2: 27,719 shares; 2025Q3: 33,559 shares; 2025Q4: 38,367 shares; 2026Q1: 41,967 shares 41,967 $4.54M 0.03% +3,600 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,124 shares; 2024Q4: 34,130 shares; 2025Q1: 48,228 shares; 2025Q2: 43,989 shares; 2025Q3: 45,330 shares; 2025Q4: 47,125 shares; 2026Q1: 48,106 shares 48,106 $4.47M 0.03% +981 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: 12,583 shares; 2024Q4: 13,550 shares; 2025Q1: 24,100 shares; 2025Q2: 21,799 shares; 2025Q3: 22,909 shares; 2025Q4: 29,047 shares; 2026Q1: 33,299 shares 33,299 $4.4M 0.03% +4,252 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: 35,410 shares; 2024Q4: 39,550 shares; 2025Q1: 43,695 shares; 2025Q2: 36,175 shares; 2025Q3: 45,847 shares; 2025Q4: 44,280 shares; 2026Q1: 45,218 shares 45,218 $4.4M 0.03% +938 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,623 shares; 2024Q4: 16,623 shares; 2025Q1: 16,922 shares; 2025Q2: 16,922 shares; 2025Q3: 17,554 shares; 2025Q4: 23,439 shares; 2026Q1: 30,254 shares 30,254 $4.38M 0.03% +6,815 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,534 shares; 2024Q4: 84,880 shares; 2025Q1: 103,217 shares; 2025Q2: 97,342 shares; 2025Q3: 95,339 shares; 2025Q4: 93,111 shares; 2026Q1: 74,747 shares 74,747 $4.38M 0.03% -18,364 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 688 shares; 2025Q1: 1,489 shares; 2025Q2: 886 shares; 2025Q3: 2,260 shares; 2025Q4: 2,550 shares; 2026Q1: 3,173 shares 3,173 $4.38M 0.03% +623 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: 10,918 shares; 2024Q4: 11,127 shares; 2025Q1: 13,796 shares; 2025Q2: 13,945 shares; 2025Q3: 16,598 shares; 2025Q4: 17,902 shares; 2026Q1: 20,744 shares 20,744 $4.36M 0.03% +2,842 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,584 shares; 2024Q4: 11,584 shares; 2025Q1: 10,732 shares; 2025Q2: 10,545 shares; 2025Q3: 66,579 shares; 2025Q4: 70,136 shares; 2026Q1: 69,489 shares 69,489 $4.34M 0.03% -647 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,695 shares; 2024Q4: 29,110 shares; 2025Q1: 33,344 shares; 2025Q2: 41,421 shares; 2025Q3: 41,996 shares; 2025Q4: 42,205 shares; 2026Q1: 53,830 shares 53,830 $4.23M 0.03% +11,625 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: 3,729 shares; 2024Q4: 4,540 shares; 2025Q1: 18,175 shares; 2025Q2: 18,359 shares; 2025Q3: 19,279 shares; 2025Q4: 19,233 shares; 2026Q1: 15,047 shares 15,047 $4.18M 0.03% -4,186 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,558 shares; 2025Q2: 27,575 shares; 2025Q3: 28,826 shares; 2025Q4: 28,775 shares; 2026Q1: 25,631 shares 25,631 $4.16M 0.03% -3,144 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,485 shares; 2024Q4: 64,505 shares; 2025Q1: 68,942 shares; 2025Q2: 59,379 shares; 2025Q3: 68,065 shares; 2025Q4: 69,706 shares; 2026Q1: 72,798 shares 72,798 $4.13M 0.03% +3,092 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: 61,465 shares; 2024Q4: 71,186 shares; 2025Q1: 98,886 shares; 2025Q2: 79,034 shares; 2025Q3: 89,700 shares; 2025Q4: 93,582 shares; 2026Q1: 100,707 shares 100,707 $4.13M 0.03% +7,125 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: 10,879 shares; 2024Q4: 10,625 shares; 2025Q1: 12,506 shares; 2025Q2: 9,246 shares; 2025Q3: 18,246 shares; 2025Q4: 37,349 shares; 2026Q1: 37,790 shares 37,790 $4.12M 0.03% +441 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,978 shares; 2024Q4: 5,689 shares; 2025Q1: 7,043 shares; 2025Q2: 8,056 shares; 2025Q3: 9,150 shares; 2025Q4: 9,295 shares; 2026Q1: 9,825 shares 9,825 $4.09M 0.03% +530 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,418 shares; 2024Q4: 27,315 shares; 2025Q1: 29,991 shares; 2025Q2: 44,175 shares; 2025Q3: 48,280 shares; 2025Q4: 59,890 shares; 2026Q1: 69,250 shares 69,250 $4.07M 0.03% +9,360 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: 6,311 shares; 2024Q4: 7,388 shares; 2025Q1: 8,336 shares; 2025Q2: 6,406 shares; 2025Q3: 7,998 shares; 2025Q4: 9,838 shares; 2026Q1: 15,023 shares 15,023 $4.06M 0.03% +5,185 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,251 shares; 2024Q4: 6,252 shares; 2025Q1: 11,969 shares; 2025Q2: 9,380 shares; 2025Q3: 10,812 shares; 2025Q4: 12,060 shares; 2026Q1: 12,423 shares 12,423 $4.06M 0.03% +363 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,610 shares; 2024Q4: 11,529 shares; 2025Q1: 15,567 shares; 2025Q2: 7,657 shares; 2025Q3: 15,574 shares; 2025Q4: 15,507 shares; 2026Q1: 14,898 shares 14,898 $4.06M 0.03% -609 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: 33,278 shares; 2024Q4: 32,981 shares; 2025Q1: 32,743 shares; 2025Q2: 41,576 shares; 2025Q3: 49,632 shares; 2025Q4: 48,197 shares; 2026Q1: 57,961 shares 57,961 $4.04M 0.03% +9,764 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,970 shares; 2024Q4: 11,647 shares; 2025Q1: 18,927 shares; 2025Q2: 18,076 shares; 2025Q3: 20,035 shares; 2025Q4: 18,332 shares; 2026Q1: 16,582 shares 16,582 $4.03M 0.03% -1,750 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,532 shares; 2024Q4: 11,674 shares; 2025Q1: 54,518 shares; 2025Q2: 76,083 shares; 2025Q3: 77,739 shares; 2025Q4: 86,604 shares; 2026Q1: 85,869 shares 85,869 $3.98M 0.03% -735 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: 17,833 shares; 2024Q4: 17,413 shares; 2025Q1: 22,768 shares; 2025Q2: 19,950 shares; 2025Q3: 23,296 shares; 2025Q4: 23,206 shares; 2026Q1: 24,425 shares 24,425 $3.95M 0.03% +1,219 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: 38,430 shares; 2024Q4: 38,081 shares; 2025Q1: 46,580 shares; 2025Q2: 35,320 shares; 2025Q3: 42,945 shares; 2025Q4: 39,576 shares; 2026Q1: 44,002 shares 44,002 $3.94M 0.03% +4,426 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: 19,965 shares; 2024Q4: 21,326 shares; 2025Q1: 21,475 shares; 2025Q2: 28,857 shares; 2025Q3: 28,802 shares; 2025Q4: 28,804 shares; 2026Q1: 29,680 shares 29,680 $3.93M 0.03% +876 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,738 shares; 2024Q4: 29,374 shares; 2025Q1: 25,971 shares; 2025Q2: 22,975 shares; 2025Q3: 26,094 shares; 2025Q4: 28,111 shares; 2026Q1: 29,872 shares 29,872 $3.91M 0.03% +1,761 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,564 shares; 2024Q4: 25,988 shares; 2025Q1: 24,938 shares; 2025Q2: 23,336 shares; 2025Q3: 24,877 shares; 2025Q4: 24,744 shares; 2026Q1: 24,810 shares 24,810 $3.85M 0.02% +66 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,904 shares; 2024Q4: 21,970 shares; 2025Q1: 19,000 shares; 2025Q2: 8,455 shares; 2025Q3: 19,436 shares; 2025Q4: 18,880 shares; 2026Q1: 21,322 shares 21,322 $3.84M 0.02% +2,442 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: 99,055 shares; 2024Q4: 402,418 shares; 2025Q1: 354,146 shares; 2025Q2: 151,661 shares; 2025Q3: 120,870 shares; 2025Q4: 108,013 shares; 2026Q1: 96,470 shares 96,470 $3.83M 0.02% -11,543 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,980 shares; 2024Q4: 23,419 shares; 2025Q1: 38,111 shares; 2025Q2: 34,372 shares; 2025Q3: 44,612 shares; 2025Q4: 46,089 shares; 2026Q1: 51,261 shares 51,261 $3.82M 0.02% +5,172 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: 21,258 shares; 2024Q4: 19,934 shares; 2025Q1: 30,781 shares; 2025Q2: 22,062 shares; 2025Q3: 68,990 shares; 2025Q4: 67,099 shares; 2026Q1: 42,888 shares 42,888 $3.8M 0.02% -24,211 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,329 shares; 2025Q1: 2,329 shares; 2025Q2: 2,085 shares; 2025Q3: 3,546 shares; 2025Q4: 14,772 shares; 2026Q1: 31,995 shares 31,995 $3.79M 0.02% +17,223 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,011 shares; 2024Q4: 25,265 shares; 2025Q1: 43,047 shares; 2025Q2: 54,384 shares; 2025Q3: 65,660 shares; 2025Q4: 76,314 shares; 2026Q1: 97,881 shares 97,881 $3.76M 0.02% +21,567 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: 52,376 shares; 2024Q4: 70,026 shares; 2025Q1: 91,888 shares; 2025Q2: 91,589 shares; 2025Q3: 99,788 shares; 2025Q4: 91,932 shares; 2026Q1: 110,744 shares 110,744 $3.71M 0.02% +18,812 Timeline FDM 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: 45,000 shares; 2024Q4: 45,000 shares; 2025Q1: 45,000 shares; 2025Q2: not reported; 2025Q3: 45,000 shares; 2025Q4: 45,000 shares; 2026Q1: 45,000 shares 45,000 $3.69M 0.02% 0 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,309 shares; 2025Q2: 50,757 shares; 2025Q3: 85,225 shares; 2025Q4: 103,626 shares; 2026Q1: 109,014 shares 109,014 $3.69M 0.02% +5,388 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,692 shares; 2024Q4: 152,529 shares; 2025Q1: 185,760 shares; 2025Q2: 144,466 shares; 2025Q3: 147,852 shares; 2025Q4: 197,516 shares; 2026Q1: 190,273 shares 190,273 $3.67M 0.02% -7,243 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: 5,908 shares; 2024Q4: 7,093 shares; 2025Q1: 8,533 shares; 2025Q2: 10,032 shares; 2025Q3: 10,660 shares; 2025Q4: 11,253 shares; 2026Q1: 12,037 shares 12,037 $3.66M 0.02% +784 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,554 shares; 2024Q4: 3,930 shares; 2025Q1: 6,123 shares; 2025Q2: 5,275 shares; 2025Q3: 6,876 shares; 2025Q4: 7,266 shares; 2026Q1: 7,728 shares 7,728 $3.66M 0.02% +462 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,869 shares; 2025Q3: 40,412 shares; 2025Q4: 153,494 shares; 2026Q1: 155,423 shares 155,423 $3.6M 0.02% +1,929 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: 6,251 shares; 2024Q4: 6,550 shares; 2025Q1: 12,450 shares; 2025Q2: 12,182 shares; 2025Q3: 13,217 shares; 2025Q4: 13,598 shares; 2026Q1: 8,258 shares 8,258 $3.57M 0.02% -5,340 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: 28,360 shares; 2024Q4: 30,036 shares; 2025Q1: 38,759 shares; 2025Q2: 45,261 shares; 2025Q3: 50,291 shares; 2025Q4: 49,837 shares; 2026Q1: 56,687 shares 56,687 $3.56M 0.02% +6,850 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: 8,629 shares; 2024Q4: 9,191 shares; 2025Q1: 12,291 shares; 2025Q2: 12,547 shares; 2025Q3: 16,025 shares; 2025Q4: 16,711 shares; 2026Q1: 17,860 shares 17,860 $3.53M 0.02% +1,149 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,371 shares; 2024Q4: 275,185 shares; 2025Q1: 1,131,920 shares; 2025Q2: 738,059 shares; 2025Q3: 743,893 shares; 2025Q4: 321,585 shares; 2026Q1: 317,535 shares 317,535 $3.51M 0.02% -4,050 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: 6,961 shares; 2024Q4: 7,033 shares; 2025Q1: 24,408 shares; 2025Q2: 5,105 shares; 2025Q3: 18,196 shares; 2025Q4: 20,611 shares; 2026Q1: 17,850 shares 17,850 $3.42M 0.02% -2,761 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: 66,582 shares; 2024Q4: 91,605 shares; 2025Q1: 64,511 shares; 2025Q2: 42,869 shares; 2025Q3: 34,646 shares; 2025Q4: 50,755 shares; 2026Q1: 43,330 shares 43,330 $3.4M 0.02% -7,425 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: 28,012 shares; 2024Q4: 28,615 shares; 2025Q1: 30,001 shares; 2025Q2: 29,824 shares; 2025Q3: 25,210 shares; 2025Q4: 23,676 shares; 2026Q1: 23,579 shares 23,579 $3.33M 0.02% -97 Timeline BAFE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 128,547 shares; 2025Q3: 128,547 shares; 2025Q4: 128,547 shares; 2026Q1: 131,688 shares 131,688 $3.33M 0.02% +3,141 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: 6,684 shares; 2024Q4: 5,685 shares; 2025Q1: 36,916 shares; 2025Q2: 32,730 shares; 2025Q3: 39,585 shares; 2025Q4: 41,086 shares; 2026Q1: 45,179 shares 45,179 $3.33M 0.02% +4,093 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,034 shares; 2024Q4: 2,835 shares; 2025Q1: 4,601 shares; 2025Q2: 3,828 shares; 2025Q3: 5,491 shares; 2025Q4: 6,271 shares; 2026Q1: 7,419 shares 7,419 $3.3M 0.02% +1,148 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,623 shares; 2024Q4: 6,305 shares; 2025Q1: 7,642 shares; 2025Q2: 8,031 shares; 2025Q3: 9,711 shares; 2025Q4: 10,192 shares; 2026Q1: 11,700 shares 11,700 $3.27M 0.02% +1,508 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: 13,659 shares; 2024Q4: 12,875 shares; 2025Q1: 13,243 shares; 2025Q2: 12,547 shares; 2025Q3: 13,971 shares; 2025Q4: 14,857 shares; 2026Q1: 15,613 shares 15,613 $3.26M 0.02% +756 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: 9,687 shares; 2024Q4: 6,457 shares; 2025Q1: 6,158 shares; 2025Q2: 3,869 shares; 2025Q3: 5,135 shares; 2025Q4: 4,974 shares; 2026Q1: 5,248 shares 5,248 $3.24M 0.02% +274 Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 96,195 shares; 2025Q1: 172,445 shares; 2025Q2: 196,671 shares; 2025Q3: 220,290 shares; 2025Q4: 217,872 shares; 2026Q1: 235,341 shares 235,341 $3.23M 0.02% +17,469 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: 17,767 shares; 2024Q4: 20,029 shares; 2025Q1: 32,893 shares; 2025Q2: 32,876 shares; 2025Q3: 38,280 shares; 2025Q4: 40,859 shares; 2026Q1: 44,680 shares 44,680 $3.21M 0.02% +3,821 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,377 shares; 2024Q4: 2,943 shares; 2025Q1: 52,471 shares; 2025Q2: 40,576 shares; 2025Q3: 39,556 shares; 2025Q4: 39,052 shares; 2026Q1: 36,070 shares 36,070 $3.19M 0.02% -2,982 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,178 shares; 2024Q4: 34,711 shares; 2025Q1: 33,846 shares; 2025Q2: 30,239 shares; 2025Q3: 33,899 shares; 2025Q4: 33,899 shares; 2026Q1: 32,373 shares 32,373 $3.16M 0.02% -1,526 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,880 shares; 2024Q4: 5,866 shares; 2025Q1: 12,014 shares; 2025Q2: 9,998 shares; 2025Q3: 10,952 shares; 2025Q4: 11,859 shares; 2026Q1: 14,597 shares 14,597 $3.16M 0.02% +2,738 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: 12,638 shares; 2024Q4: 14,027 shares; 2025Q1: 15,827 shares; 2025Q2: 14,111 shares; 2025Q3: 14,021 shares; 2025Q4: 14,489 shares; 2026Q1: 18,142 shares 18,142 $3.15M 0.02% +3,653 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: 5,711 shares; 2024Q4: 6,561 shares; 2025Q1: 7,736 shares; 2025Q2: 7,913 shares; 2025Q3: 9,045 shares; 2025Q4: 9,753 shares; 2026Q1: 10,579 shares 10,579 $3.12M 0.02% +826 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: 14,882 shares; 2024Q4: 14,806 shares; 2025Q1: 16,541 shares; 2025Q2: 11,274 shares; 2025Q3: 16,713 shares; 2025Q4: 17,101 shares; 2026Q1: 17,101 shares 17,101 $3.1M 0.02% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,814 shares 57,814 $3.06M 0.02% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 629 shares; 2025Q1: 1,761 shares; 2025Q2: 1,683 shares; 2025Q3: 1,731 shares; 2025Q4: 1,702 shares; 2026Q1: 1,590 shares 1,590 $3.04M 0.02% -112 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: 3,970 shares; 2024Q4: 4,498 shares; 2025Q1: 6,655 shares; 2025Q2: 5,189 shares; 2025Q3: 6,326 shares; 2025Q4: 7,778 shares; 2026Q1: 12,025 shares 12,025 $3.01M 0.02% +4,247 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,374 shares; 2024Q4: 7,552 shares; 2025Q1: 8,455 shares; 2025Q2: 8,564 shares; 2025Q3: 9,284 shares; 2025Q4: 9,595 shares; 2026Q1: 10,911 shares 10,911 $3M 0.02% +1,316 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: 96,659 shares; 2024Q4: 91,279 shares; 2025Q1: 98,422 shares; 2025Q2: 93,076 shares; 2025Q3: 107,254 shares; 2025Q4: 109,864 shares; 2026Q1: 114,852 shares 114,852 $3M 0.02% +4,988 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,132 shares; 2024Q4: 35,993 shares; 2025Q1: 37,659 shares; 2025Q2: 33,390 shares; 2025Q3: 43,580 shares; 2025Q4: 43,031 shares; 2026Q1: 47,978 shares 47,978 $2.97M 0.02% +4,947 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,745 shares; 2025Q4: 27,151 shares; 2026Q1: 25,288 shares 25,288 $2.94M 0.02% -1,863 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,128 shares; 2024Q4: 11,201 shares; 2025Q1: 19,339 shares; 2025Q2: 22,271 shares; 2025Q3: 20,765 shares; 2025Q4: 24,097 shares; 2026Q1: 26,124 shares 26,124 $2.94M 0.02% +2,027 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,866 shares; 2024Q4: 11,959 shares; 2025Q1: 25,714 shares; 2025Q2: 25,591 shares; 2025Q3: 28,481 shares; 2025Q4: 30,265 shares; 2026Q1: 30,013 shares 30,013 $2.93M 0.02% -252 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,380 shares; 2024Q4: 26,969 shares; 2025Q1: 40,808 shares; 2025Q2: 38,440 shares; 2025Q3: 45,051 shares; 2025Q4: 45,859 shares; 2026Q1: 47,997 shares 47,997 $2.93M 0.02% +2,138 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,613 shares; 2024Q4: 29,665 shares; 2025Q1: 30,433 shares; 2025Q2: 10,045 shares; 2025Q3: 30,668 shares; 2025Q4: 30,934 shares; 2026Q1: 31,069 shares 31,069 $2.91M 0.02% +135 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,358 shares; 2024Q4: 42,083 shares; 2025Q1: 51,865 shares; 2025Q2: 52,012 shares; 2025Q3: 53,122 shares; 2025Q4: 53,173 shares; 2026Q1: 54,706 shares 54,706 $2.89M 0.02% +1,533 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: 44,247 shares; 2024Q4: 91,852 shares; 2025Q1: 96,660 shares; 2025Q2: 80,945 shares; 2025Q3: 102,827 shares; 2025Q4: 102,484 shares; 2026Q1: 94,673 shares 94,673 $2.89M 0.02% -7,811 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,109 shares; 2024Q4: 3,172 shares; 2025Q1: 3,336 shares; 2025Q2: 3,393 shares; 2025Q3: 7,888 shares; 2025Q4: 4,579 shares; 2026Q1: 7,270 shares 7,270 $2.88M 0.02% +2,691 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: 1,809 shares; 2024Q4: 2,380 shares; 2025Q1: 3,259 shares; 2025Q2: 4,346 shares; 2025Q3: 5,562 shares; 2025Q4: 6,643 shares; 2026Q1: 7,205 shares 7,205 $2.87M 0.02% +562 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,285 shares; 2024Q4: 20,420 shares; 2025Q1: 30,162 shares; 2025Q2: 25,577 shares; 2025Q3: 31,581 shares; 2025Q4: 34,740 shares; 2026Q1: 40,517 shares 40,517 $2.87M 0.02% +5,777 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: 3,882 shares; 2024Q4: 4,496 shares; 2025Q1: 4,767 shares; 2025Q2: 4,219 shares; 2025Q3: 8,021 shares; 2025Q4: 5,588 shares; 2026Q1: 26,799 shares 26,799 $2.84M 0.02% +21,211 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: 1,288 shares; 2024Q4: 1,377 shares; 2025Q1: 1,522 shares; 2025Q2: 1,826 shares; 2025Q3: 4,585 shares; 2025Q4: 4,504 shares; 2026Q1: 5,262 shares 5,262 $2.84M 0.02% +758 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 1,675 shares; 2025Q1: 1,991 shares; 2025Q2: 2,250 shares; 2025Q3: 2,184 shares; 2025Q4: 2,083 shares; 2026Q1: 2,888 shares 2,888 $2.83M 0.02% +805 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,288 shares; 2024Q4: 18,238 shares; 2025Q1: 40,530 shares; 2025Q2: 19,087 shares; 2025Q3: 13,854 shares; 2025Q4: 14,296 shares; 2026Q1: 14,452 shares 14,452 $2.82M 0.02% +156 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: not reported; 2024Q4: 967 shares; 2025Q1: 2,873 shares; 2025Q2: 2,064 shares; 2025Q3: 2,920 shares; 2025Q4: 3,030 shares; 2026Q1: 3,813 shares 3,813 $2.82M 0.02% +783 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: 52,452 shares; 2026Q1: 49,317 shares 49,317 $2.81M 0.02% -3,135 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: 6,210 shares; 2024Q4: 6,744 shares; 2025Q1: 11,293 shares; 2025Q2: 13,357 shares; 2025Q3: 16,939 shares; 2025Q4: 17,362 shares; 2026Q1: 18,312 shares 18,312 $2.8M 0.02% +950 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: 29,302 shares; 2024Q4: 30,871 shares; 2025Q1: 34,628 shares; 2025Q2: 33,000 shares; 2025Q3: 32,470 shares; 2025Q4: 28,308 shares; 2026Q1: 30,936 shares 30,936 $2.8M 0.02% +2,628 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,044 shares; 2024Q4: 89,560 shares; 2025Q1: 115,062 shares; 2025Q2: 44,375 shares; 2025Q3: 107,731 shares; 2025Q4: 98,724 shares; 2026Q1: 117,407 shares 117,407 $2.8M 0.02% +18,683 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,106 shares; 2024Q4: 74,634 shares; 2025Q1: 74,635 shares; 2025Q2: 10,903 shares; 2025Q3: 70,211 shares; 2025Q4: 70,431 shares; 2026Q1: 66,317 shares 66,317 $2.79M 0.02% -4,114 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,104 shares; 2025Q4: 3,660 shares; 2026Q1: 4,390 shares 4,390 $2.79M 0.02% +730 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,888 shares; 2024Q4: 7,290 shares; 2025Q1: 10,209 shares; 2025Q2: 10,180 shares; 2025Q3: 11,785 shares; 2025Q4: 11,399 shares; 2026Q1: 11,115 shares 11,115 $2.79M 0.02% -284 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 2,113 shares; 2025Q1: 20,167 shares; 2025Q2: 20,481 shares; 2025Q3: 20,592 shares; 2025Q4: 20,162 shares; 2026Q1: 18,441 shares 18,441 $2.76M 0.02% -1,721 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,667 shares; 2024Q4: 3,502 shares; 2025Q1: 4,119 shares; 2025Q2: 4,118 shares; 2025Q3: 4,652 shares; 2025Q4: 5,338 shares; 2026Q1: 7,012 shares 7,012 $2.75M 0.02% +1,674 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,252 shares; 2024Q4: 177,018 shares; 2025Q1: 164,579 shares; 2025Q2: 134,239 shares; 2025Q3: 168,076 shares; 2025Q4: 211,494 shares; 2026Q1: 152,189 shares 152,189 $2.74M 0.02% -59,305 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,089 shares; 2024Q4: 3,724 shares; 2025Q1: 45,698 shares; 2025Q2: 44,428 shares; 2025Q3: 47,486 shares; 2025Q4: 44,484 shares; 2026Q1: 30,965 shares 30,965 $2.74M 0.02% -13,519 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: 10,115 shares; 2024Q4: 9,925 shares; 2025Q1: 9,221 shares; 2025Q2: 6,070 shares; 2025Q3: 6,687 shares; 2025Q4: 6,691 shares; 2026Q1: 7,081 shares 7,081 $2.72M 0.02% +390 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: 6,069 shares; 2024Q4: 4,591 shares; 2025Q1: 76,686 shares; 2025Q2: 57,237 shares; 2025Q3: 76,899 shares; 2025Q4: 73,804 shares; 2026Q1: 66,457 shares 66,457 $2.68M 0.02% -7,347 Timeline DFNM 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: 22,994 shares; 2025Q2: 66,155 shares; 2025Q3: 55,830 shares; 2025Q4: 55,830 shares; 2026Q1: 55,830 shares 55,830 $2.68M 0.02% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,640 shares; 2024Q4: 15,641 shares; 2025Q1: 22,319 shares; 2025Q2: 22,374 shares; 2025Q3: 20,084 shares; 2025Q4: 20,207 shares; 2026Q1: 20,226 shares 20,226 $2.67M 0.02% +19 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,968 shares; 2024Q4: 2,129 shares; 2025Q1: 2,003 shares; 2025Q2: 2,049 shares; 2025Q3: 1,781 shares; 2025Q4: 2,427 shares; 2026Q1: 3,436 shares 3,436 $2.66M 0.02% +1,009 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,144 shares; 2024Q4: 10,424 shares; 2025Q1: 13,144 shares; 2025Q2: 13,432 shares; 2025Q3: 14,552 shares; 2025Q4: 18,921 shares; 2026Q1: 19,263 shares 19,263 $2.64M 0.02% +342 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: 5,598 shares; 2024Q4: 6,296 shares; 2025Q1: 10,431 shares; 2025Q2: 10,573 shares; 2025Q3: 11,419 shares; 2025Q4: 11,676 shares; 2026Q1: 12,360 shares 12,360 $2.61M 0.02% +684 Timeline GNR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,502 shares; 2026Q1: 34,696 shares 34,696 $2.59M 0.02% +26,194 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: 3,902 shares; 2024Q4: 4,860 shares; 2025Q1: 7,654 shares; 2025Q2: 7,450 shares; 2025Q3: 9,458 shares; 2025Q4: 10,342 shares; 2026Q1: 11,121 shares 11,121 $2.56M 0.02% +779 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: 12,601 shares; 2024Q4: 61,660 shares; 2025Q1: 14,413 shares; 2025Q2: 7,296 shares; 2025Q3: 17,274 shares; 2025Q4: 37,693 shares; 2026Q1: 41,459 shares 41,459 $2.54M 0.02% +3,766 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,213 shares; 2024Q4: 23,254 shares; 2025Q1: 27,919 shares; 2025Q2: 27,078 shares; 2025Q3: 28,055 shares; 2025Q4: 28,551 shares; 2026Q1: 32,316 shares 32,316 $2.51M 0.02% +3,765 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: 12,511 shares; 2024Q4: 14,723 shares; 2025Q1: 16,390 shares; 2025Q2: 13,967 shares; 2025Q3: 17,628 shares; 2025Q4: 13,953 shares; 2026Q1: 17,325 shares 17,325 $2.5M 0.02% +3,372 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: 8,466 shares; 2024Q4: 8,406 shares; 2025Q1: 9,876 shares; 2025Q2: 8,159 shares; 2025Q3: 22,417 shares; 2025Q4: 22,556 shares; 2026Q1: 22,425 shares 22,425 $2.49M 0.02% -131 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,960 shares; 2024Q4: 15,576 shares; 2025Q1: 17,438 shares; 2025Q2: 14,443 shares; 2025Q3: 15,097 shares; 2025Q4: 15,196 shares; 2026Q1: 14,690 shares 14,690 $2.48M 0.02% -506 Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 284,819 shares; 2025Q2: 155,054 shares; 2025Q3: 35,620 shares; 2025Q4: 34,973 shares; 2026Q1: 34,076 shares 34,076 $2.46M 0.02% -897 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,246 shares; 2024Q4: 5,313 shares; 2025Q1: 7,749 shares; 2025Q2: 7,351 shares; 2025Q3: 7,278 shares; 2025Q4: 5,839 shares; 2026Q1: 7,509 shares 7,509 $2.42M 0.02% +1,670 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,629 shares; 2024Q4: 32,000 shares; 2025Q1: 36,438 shares; 2025Q2: 36,526 shares; 2025Q3: 38,639 shares; 2025Q4: 38,358 shares; 2026Q1: 42,999 shares 42,999 $2.42M 0.02% +4,641 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: 2,228 shares; 2024Q4: 2,239 shares; 2025Q1: 3,824 shares; 2025Q2: 3,622 shares; 2025Q3: 3,950 shares; 2025Q4: 4,139 shares; 2026Q1: 4,277 shares 4,277 $2.4M 0.02% +138 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,165 shares; 2024Q4: 6,086 shares; 2025Q1: 8,863 shares; 2025Q2: 9,916 shares; 2025Q3: 12,219 shares; 2025Q4: 12,128 shares; 2026Q1: 14,030 shares 14,030 $2.4M 0.02% +1,902 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: not reported; 2026Q1: 26,082 shares 26,082 $2.4M 0.02% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,240 shares; 2024Q4: 16,730 shares; 2025Q1: 26,021 shares; 2025Q2: 26,526 shares; 2025Q3: 27,479 shares; 2025Q4: 28,387 shares; 2026Q1: 31,537 shares 31,537 $2.37M 0.02% +3,150 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,261 shares; 2024Q4: 5,955 shares; 2025Q1: 8,543 shares; 2025Q2: 6,850 shares; 2025Q3: 9,481 shares; 2025Q4: 11,792 shares; 2026Q1: 18,707 shares 18,707 $2.36M 0.02% +6,915 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,440 shares; 2024Q4: 25,094 shares; 2025Q1: 27,430 shares; 2025Q2: 19,942 shares; 2025Q3: 29,092 shares; 2025Q4: 35,684 shares; 2026Q1: 37,761 shares 37,761 $2.36M 0.02% +2,077 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,667 shares; 2024Q4: 8,278 shares; 2025Q1: 11,147 shares; 2025Q2: 10,913 shares; 2025Q3: 11,234 shares; 2025Q4: 11,292 shares; 2026Q1: 12,034 shares 12,034 $2.36M 0.02% +742 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,232 shares; 2024Q4: 5,020 shares; 2025Q1: 6,346 shares; 2025Q2: 6,334 shares; 2025Q3: 6,854 shares; 2025Q4: 7,186 shares; 2026Q1: 7,488 shares 7,488 $2.35M 0.02% +302 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 1,304 shares; 2025Q1: 7,233 shares; 2025Q2: 7,614 shares; 2025Q3: 7,702 shares; 2025Q4: 7,665 shares; 2026Q1: 7,789 shares 7,789 $2.34M 0.02% +124 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: 19,226 shares; 2024Q4: 19,226 shares; 2025Q1: 19,226 shares; 2025Q2: 19,226 shares; 2025Q3: 19,226 shares; 2025Q4: 19,226 shares; 2026Q1: 19,330 shares 19,330 $2.34M 0.02% +104 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,190 shares; 2024Q4: 10,193 shares; 2025Q1: 12,100 shares; 2025Q2: 5,949 shares; 2025Q3: 12,951 shares; 2025Q4: 12,274 shares; 2026Q1: 13,523 shares 13,523 $2.34M 0.02% +1,249 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,628 shares; 2024Q4: 8,029 shares; 2025Q1: 8,951 shares; 2025Q2: 8,652 shares; 2025Q3: 10,277 shares; 2025Q4: 10,434 shares; 2026Q1: 11,222 shares 11,222 $2.34M 0.02% +788 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,653 shares; 2024Q4: 35,454 shares; 2025Q1: 37,059 shares; 2025Q2: 11,743 shares; 2025Q3: 36,861 shares; 2025Q4: 34,776 shares; 2026Q1: 34,397 shares 34,397 $2.31M 0.02% -379 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,876 shares; 2024Q4: 15,985 shares; 2025Q1: 21,562 shares; 2025Q2: 23,544 shares; 2025Q3: 25,606 shares; 2025Q4: 27,394 shares; 2026Q1: 28,903 shares 28,903 $2.31M 0.02% +1,509 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: 10,871 shares; 2024Q4: 11,331 shares; 2025Q1: 13,232 shares; 2025Q2: 12,857 shares; 2025Q3: 13,832 shares; 2025Q4: 14,462 shares; 2026Q1: 14,851 shares 14,851 $2.31M 0.01% +389 Timeline JIRE 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: 28,164 shares; 2025Q2: 32,730 shares; 2025Q3: 32,687 shares; 2025Q4: 30,941 shares; 2026Q1: 30,450 shares 30,450 $2.31M 0.01% -491 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,781 shares; 2024Q4: 8,250 shares; 2025Q1: 9,798 shares; 2025Q2: 10,602 shares; 2025Q3: 11,126 shares; 2025Q4: 10,148 shares; 2026Q1: 12,786 shares 12,786 $2.3M 0.01% +2,638 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,591 shares; 2024Q4: 35,359 shares; 2025Q1: 31,339 shares; 2025Q2: 25,702 shares; 2025Q3: 28,848 shares; 2025Q4: 29,166 shares; 2026Q1: 31,688 shares 31,688 $2.3M 0.01% +2,522 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,032 shares; 2024Q4: 9,340 shares; 2025Q1: 9,907 shares; 2025Q2: 9,810 shares; 2025Q3: 10,493 shares; 2025Q4: 10,326 shares; 2026Q1: 10,844 shares 10,844 $2.3M 0.01% +518 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,370 shares; 2024Q4: 22,660 shares; 2025Q1: 22,473 shares; 2025Q2: 20,367 shares; 2025Q3: 23,900 shares; 2025Q4: 22,859 shares; 2026Q1: 35,285 shares 35,285 $2.29M 0.01% +12,426 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,072 shares; 2024Q4: 12,113 shares; 2025Q1: 14,043 shares; 2025Q2: 13,753 shares; 2025Q3: 13,577 shares; 2025Q4: 20,091 shares; 2026Q1: 27,906 shares 27,906 $2.28M 0.01% +7,815 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,198 shares; 2024Q4: 16,308 shares; 2025Q1: 21,345 shares; 2025Q2: 19,608 shares; 2025Q3: 23,883 shares; 2025Q4: 29,917 shares; 2026Q1: 37,947 shares 37,947 $2.28M 0.01% +8,030 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,142 shares; 2024Q4: 1,731 shares; 2025Q1: 18,022 shares; 2025Q2: 18,424 shares; 2025Q3: 19,382 shares; 2025Q4: 18,209 shares; 2026Q1: 12,653 shares 12,653 $2.22M 0.01% -5,556 Timeline VOX 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: 11,215 shares; 2024Q4: 11,224 shares; 2025Q1: 11,359 shares; 2025Q2: 8,609 shares; 2025Q3: 11,509 shares; 2025Q4: 11,513 shares; 2026Q1: 12,231 shares 12,231 $2.2M 0.01% +718 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,474 shares; 2024Q4: 19,298 shares; 2025Q1: 22,392 shares; 2025Q2: 27,357 shares; 2025Q3: 29,031 shares; 2025Q4: 31,368 shares; 2026Q1: 30,785 shares 30,785 $2.2M 0.01% -583 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,235 shares; 2024Q4: 3,094 shares; 2025Q1: 6,095 shares; 2025Q2: 6,053 shares; 2025Q3: 14,403 shares; 2025Q4: 16,986 shares; 2026Q1: 19,057 shares 19,057 $2.16M 0.01% +2,071 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,200 shares; 2025Q3: 19,481 shares; 2025Q4: 20,341 shares; 2026Q1: 21,377 shares 21,377 $2.16M 0.01% +1,036 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,115 shares; 2024Q4: 31,212 shares; 2025Q1: 37,426 shares; 2025Q2: 20,839 shares; 2025Q3: 33,410 shares; 2025Q4: 35,443 shares; 2026Q1: 41,419 shares 41,419 $2.13M 0.01% +5,976 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,077 shares; 2024Q4: 1,153 shares; 2025Q1: 1,430 shares; 2025Q2: 1,231 shares; 2025Q3: 1,439 shares; 2025Q4: 4,299 shares; 2026Q1: 4,469 shares 4,469 $2.12M 0.01% +170 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,344 shares; 2024Q4: 9,325 shares; 2025Q1: 11,539 shares; 2025Q2: 10,923 shares; 2025Q3: 12,755 shares; 2025Q4: 15,573 shares; 2026Q1: 18,718 shares 18,718 $2.12M 0.01% +3,145 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: 3,297 shares; 2024Q4: 6,786 shares; 2025Q1: 9,997 shares; 2025Q2: 9,184 shares; 2025Q3: 9,553 shares; 2025Q4: 9,251 shares; 2026Q1: 9,692 shares 9,692 $2.1M 0.01% +441 Timeline ROOT ROOT INC More: the full row for ROOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,259 shares; 2025Q2: 21,257 shares; 2025Q3: 21,259 shares; 2025Q4: 21,262 shares; 2026Q1: 47,248 shares 47,248 $2.09M 0.01% +25,986 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: 15,022 shares; 2024Q4: 15,497 shares; 2025Q1: 12,617 shares; 2025Q2: 8,476 shares; 2025Q3: 15,704 shares; 2025Q4: 17,988 shares; 2026Q1: 20,971 shares 20,971 $2.08M 0.01% +2,983 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: 3,500 shares; 2024Q4: 4,123 shares; 2025Q1: 18,420 shares; 2025Q2: 15,715 shares; 2025Q3: 13,283 shares; 2025Q4: 26,115 shares; 2026Q1: 25,081 shares 25,081 $2.07M 0.01% -1,034 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,213 shares; 2024Q4: 2,681 shares; 2025Q1: 5,936 shares; 2025Q2: 5,673 shares; 2025Q3: 6,276 shares; 2025Q4: 7,529 shares; 2026Q1: 8,268 shares 8,268 $2.07M 0.01% +739 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109,000 shares; 2025Q2: 109,000 shares; 2025Q3: 109,000 shares; 2025Q4: 109,000 shares; 2026Q1: 109,530 shares 109,530 $2.06M 0.01% +530 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,662 shares; 2024Q4: 3,650 shares; 2025Q1: 4,317 shares; 2025Q2: 699 shares; 2025Q3: 5,579 shares; 2025Q4: 5,580 shares; 2026Q1: 5,731 shares 5,731 $2.06M 0.01% +151 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: 17,650 shares; 2024Q4: 24,322 shares; 2025Q1: 35,534 shares; 2025Q2: 32,720 shares; 2025Q3: 36,085 shares; 2025Q4: 37,496 shares; 2026Q1: 41,866 shares 41,866 $2.05M 0.01% +4,370 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: 20,369 shares; 2024Q4: 20,776 shares; 2025Q1: 21,821 shares; 2025Q2: 36,929 shares; 2025Q3: 38,735 shares; 2025Q4: 41,152 shares; 2026Q1: 44,999 shares 44,999 $2.05M 0.01% +3,847 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,774 shares; 2024Q4: 9,984 shares; 2025Q1: 15,886 shares; 2025Q2: 16,700 shares; 2025Q3: 19,351 shares; 2025Q4: 18,806 shares; 2026Q1: 22,442 shares 22,442 $2.04M 0.01% +3,636 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,860 shares; 2024Q4: 15,073 shares; 2025Q1: 17,844 shares; 2025Q2: 16,059 shares; 2025Q3: 19,998 shares; 2025Q4: 23,260 shares; 2026Q1: 25,709 shares 25,709 $2.04M 0.01% +2,449 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: 3,600 shares; 2024Q4: 3,076 shares; 2025Q1: 43,529 shares; 2025Q2: 36,160 shares; 2025Q3: 29,121 shares; 2025Q4: 32,089 shares; 2026Q1: 25,762 shares 25,762 $2.04M 0.01% -6,327 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,137 shares; 2024Q4: 18,787 shares; 2025Q1: 15,498 shares; 2025Q2: 15,137 shares; 2025Q3: 16,770 shares; 2025Q4: 17,515 shares; 2026Q1: 20,916 shares 20,916 $2.03M 0.01% +3,401 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,923 shares; 2024Q4: 3,082 shares; 2025Q1: 3,672 shares; 2025Q2: 3,409 shares; 2025Q3: 3,808 shares; 2025Q4: 4,862 shares; 2026Q1: 6,841 shares 6,841 $2.03M 0.01% +1,979 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,760 shares; 2024Q4: 17,910 shares; 2025Q1: 7,787 shares; 2025Q2: 6,950 shares; 2025Q3: 10,531 shares; 2025Q4: 11,399 shares; 2026Q1: 12,334 shares 12,334 $2.02M 0.01% +935 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,231 shares; 2024Q4: 5,064 shares; 2025Q1: 6,792 shares; 2025Q2: 6,865 shares; 2025Q3: 7,881 shares; 2025Q4: 8,546 shares; 2026Q1: 8,424 shares 8,424 $2.02M 0.01% -122 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,467 shares; 2024Q4: 27,620 shares; 2025Q1: 57,978 shares; 2025Q2: 39,935 shares; 2025Q3: 57,011 shares; 2025Q4: 57,128 shares; 2026Q1: 58,203 shares 58,203 $2M 0.01% +1,075 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,674 shares; 2024Q4: 6,800 shares; 2025Q1: 8,292 shares; 2025Q2: 8,523 shares; 2025Q3: 8,855 shares; 2025Q4: 8,870 shares; 2026Q1: 11,840 shares 11,840 $2M 0.01% +2,970 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,195 shares; 2024Q4: 9,540 shares; 2025Q1: 18,480 shares; 2025Q2: 19,030 shares; 2025Q3: 20,889 shares; 2025Q4: 21,865 shares; 2026Q1: 23,694 shares 23,694 $1.98M 0.01% +1,829 Timeline LLYVK LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,880 shares; 2026Q1: 20,948 shares 20,948 $1.97M 0.01% +68 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,277 shares; 2024Q4: 39,749 shares; 2025Q1: 25,024 shares; 2025Q2: 24,888 shares; 2025Q3: 15,852 shares; 2025Q4: 44,257 shares; 2026Q1: 39,559 shares 39,559 $1.97M 0.01% -4,698 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,290 shares; 2024Q4: 13,413 shares; 2025Q1: 16,722 shares; 2025Q2: 24,990 shares; 2025Q3: 35,544 shares; 2025Q4: 37,715 shares; 2026Q1: 41,797 shares 41,797 $1.95M 0.01% +4,082 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: 17,763 shares; 2024Q4: 20,711 shares; 2025Q1: 19,940 shares; 2025Q2: 15,170 shares; 2025Q3: 20,286 shares; 2025Q4: 18,885 shares; 2026Q1: 20,867 shares 20,867 $1.94M 0.01% +1,982 Timeline GDX 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: not reported; 2024Q4: not reported; 2025Q1: 6,155 shares; 2025Q2: 5,464 shares; 2025Q3: 7,351 shares; 2025Q4: 6,241 shares; 2026Q1: 20,984 shares 20,984 $1.93M 0.01% +14,743 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,566 shares; 2024Q4: 5,300 shares; 2025Q1: 7,878 shares; 2025Q2: 5,053 shares; 2025Q3: 7,308 shares; 2025Q4: 7,855 shares; 2026Q1: 8,947 shares 8,947 $1.92M 0.01% +1,092 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,569 shares; 2024Q4: 103,584 shares; 2025Q1: 103,639 shares; 2025Q2: 103,039 shares; 2025Q3: 104,418 shares; 2025Q4: 106,408 shares; 2026Q1: 105,743 shares 105,743 $1.91M 0.01% -665 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,846 shares; 2025Q2: 24,417 shares; 2025Q3: 25,597 shares; 2025Q4: 39,466 shares; 2026Q1: 42,332 shares 42,332 $1.91M 0.01% +2,866 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,689 shares; 2024Q4: 17,737 shares; 2025Q1: 28,502 shares; 2025Q2: 21,220 shares; 2025Q3: 27,109 shares; 2025Q4: 28,584 shares; 2026Q1: 29,925 shares 29,925 $1.9M 0.01% +1,341 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: 6,595 shares; 2024Q4: 6,471 shares; 2025Q1: 7,486 shares; 2025Q2: 8,681 shares; 2025Q3: 8,770 shares; 2025Q4: 9,252 shares; 2026Q1: 9,252 shares 9,252 $1.9M 0.01% 0 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,149 shares; 2024Q4: 253,913 shares; 2025Q1: 251,150 shares; 2025Q2: 193,875 shares; 2025Q3: 249,399 shares; 2025Q4: 123,645 shares; 2026Q1: 149,341 shares 149,341 $1.89M 0.01% +25,696 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: 11,370 shares; 2024Q4: 10,466 shares; 2025Q1: 16,108 shares; 2025Q2: 21,054 shares; 2025Q3: 22,560 shares; 2025Q4: 23,425 shares; 2026Q1: 29,201 shares 29,201 $1.89M 0.01% +5,776 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,819 shares; 2024Q4: 11,738 shares; 2025Q1: 13,989 shares; 2025Q2: 16,088 shares; 2025Q3: 20,968 shares; 2025Q4: 21,518 shares; 2026Q1: 25,849 shares 25,849 $1.87M 0.01% +4,331 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,167 shares; 2025Q2: 52,954 shares; 2025Q3: 53,614 shares; 2025Q4: 53,884 shares; 2026Q1: 54,797 shares 54,797 $1.85M 0.01% +913 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,388 shares; 2024Q4: 3,303 shares; 2025Q1: 4,822 shares; 2025Q2: 4,719 shares; 2025Q3: 4,911 shares; 2025Q4: 4,892 shares; 2026Q1: 5,219 shares 5,219 $1.85M 0.01% +327 Timeline FRPH FRP HLDGS INC More: the full row for FRP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,319 shares; 2025Q2: 69,325 shares; 2025Q3: 69,400 shares; 2025Q4: 81,092 shares; 2026Q1: 84,118 shares 84,118 $1.84M 0.01% +3,026 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,992 shares; 2024Q4: 10,994 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,932 shares; 2025Q4: 4,579 shares; 2026Q1: 40,745 shares 40,745 $1.84M 0.01% +36,166 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,307 shares; 2025Q1: 28,384 shares; 2025Q2: 28,332 shares; 2025Q3: 28,394 shares; 2025Q4: 28,397 shares; 2026Q1: 28,487 shares 28,487 $1.84M 0.01% +90 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,315 shares; 2024Q4: 13,345 shares; 2025Q1: 15,211 shares; 2025Q2: 19,687 shares; 2025Q3: 29,596 shares; 2025Q4: 42,873 shares; 2026Q1: 46,851 shares 46,851 $1.83M 0.01% +3,978 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,391 shares; 2024Q4: 1,250 shares; 2025Q1: 1,373 shares; 2025Q2: 1,252 shares; 2025Q3: 1,468 shares; 2025Q4: 1,502 shares; 2026Q1: 1,670 shares 1,670 $1.82M 0.01% +168 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,920 shares; 2024Q4: 12,328 shares; 2025Q1: 12,867 shares; 2025Q2: 11,131 shares; 2025Q3: 12,022 shares; 2025Q4: 14,028 shares; 2026Q1: 14,786 shares 14,786 $1.81M 0.01% +758 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,740 shares; 2024Q4: 7,115 shares; 2025Q1: 9,699 shares; 2025Q2: 7,382 shares; 2025Q3: 11,807 shares; 2025Q4: 11,845 shares; 2026Q1: 12,793 shares 12,793 $1.81M 0.01% +948 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,580 shares; 2024Q4: 7,071 shares; 2025Q1: 7,971 shares; 2025Q2: 6,662 shares; 2025Q3: 3,103 shares; 2025Q4: 3,869 shares; 2026Q1: 4,643 shares 4,643 $1.8M 0.01% +774 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,450 shares; 2024Q4: 18,769 shares; 2025Q1: 31,770 shares; 2025Q2: 29,633 shares; 2025Q3: 36,783 shares; 2025Q4: 37,180 shares; 2026Q1: 38,280 shares 38,280 $1.8M 0.01% +1,100 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,269 shares; 2024Q4: 28,456 shares; 2025Q1: 24,188 shares; 2025Q2: 16,147 shares; 2025Q3: 38,371 shares; 2025Q4: 60,374 shares; 2026Q1: 102,259 shares 102,259 $1.8M 0.01% +41,885 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: 11,176 shares; 2024Q4: 11,218 shares; 2025Q1: 11,218 shares; 2025Q2: 11,981 shares; 2025Q3: 30,338 shares; 2025Q4: 35,760 shares; 2026Q1: 42,190 shares 42,190 $1.79M 0.01% +6,430 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: 4,747 shares; 2024Q4: 5,190 shares; 2025Q1: 4,514 shares; 2025Q2: not reported; 2025Q3: 10,916 shares; 2025Q4: 17,351 shares; 2026Q1: 24,515 shares 24,515 $1.79M 0.01% +7,164 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,518 shares; 2024Q4: 44,479 shares; 2025Q1: 36,397 shares; 2025Q2: 38,145 shares; 2025Q3: 36,925 shares; 2025Q4: 47,836 shares; 2026Q1: 48,145 shares 48,145 $1.79M 0.01% +309 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,446 shares; 2024Q4: 61,692 shares; 2025Q1: 73,391 shares; 2025Q2: 55,233 shares; 2025Q3: 63,483 shares; 2025Q4: 36,185 shares; 2026Q1: 38,107 shares 38,107 $1.79M 0.01% +1,922 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,735 shares; 2025Q2: 55,404 shares; 2025Q3: 39,938 shares; 2025Q4: 39,849 shares; 2026Q1: 34,140 shares 34,140 $1.78M 0.01% -5,709 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,768 shares; 2024Q4: 3,821 shares; 2025Q1: 6,532 shares; 2025Q2: 5,886 shares; 2025Q3: 6,217 shares; 2025Q4: 6,016 shares; 2026Q1: 7,677 shares 7,677 $1.78M 0.01% +1,661 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,830 shares; 2024Q4: 17,509 shares; 2025Q1: 17,748 shares; 2025Q2: 17,710 shares; 2025Q3: 18,102 shares; 2025Q4: 17,744 shares; 2026Q1: 18,755 shares 18,755 $1.78M 0.01% +1,011 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,099 shares; 2025Q1: 17,269 shares; 2025Q2: 17,508 shares; 2025Q3: 18,283 shares; 2025Q4: 19,343 shares; 2026Q1: 20,882 shares 20,882 $1.77M 0.01% +1,539 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,080 shares; 2024Q4: 13,554 shares; 2025Q1: 16,886 shares; 2025Q2: 12,213 shares; 2025Q3: 16,288 shares; 2025Q4: 16,565 shares; 2026Q1: 21,391 shares 21,391 $1.75M 0.01% +4,826 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,992 shares; 2025Q2: 29,050 shares; 2025Q3: 29,533 shares; 2025Q4: 27,732 shares; 2026Q1: 27,927 shares 27,927 $1.74M 0.01% +195 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: 15,552 shares; 2024Q4: 14,563 shares; 2025Q1: 14,583 shares; 2025Q2: 22,135 shares; 2025Q3: 30,266 shares; 2025Q4: 30,069 shares; 2026Q1: 34,631 shares 34,631 $1.73M 0.01% +4,562 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,631 shares; 2024Q4: 25,631 shares; 2025Q1: 35,753 shares; 2025Q2: 35,753 shares; 2025Q3: 35,753 shares; 2025Q4: 35,753 shares; 2026Q1: 35,994 shares 35,994 $1.71M 0.01% +241 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,176 shares; 2024Q4: 8,045 shares; 2025Q1: 7,592 shares; 2025Q2: 8,138 shares; 2025Q3: 10,957 shares; 2025Q4: 11,853 shares; 2026Q1: 15,004 shares 15,004 $1.71M 0.01% +3,151 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 1,721 shares; 2025Q1: 2,505 shares; 2025Q2: 2,709 shares; 2025Q3: 2,970 shares; 2025Q4: 2,723 shares; 2026Q1: 3,523 shares 3,523 $1.71M 0.01% +800 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: 10,466 shares; 2024Q4: 12,688 shares; 2025Q1: 20,670 shares; 2025Q2: 17,754 shares; 2025Q3: 17,492 shares; 2025Q4: 25,401 shares; 2026Q1: 40,790 shares 40,790 $1.7M 0.01% +15,389 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,897 shares; 2024Q4: 28,783 shares; 2025Q1: 38,115 shares; 2025Q2: 32,606 shares; 2025Q3: 32,254 shares; 2025Q4: 25,670 shares; 2026Q1: 30,299 shares 30,299 $1.69M 0.01% +4,629 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,787 shares; 2024Q4: 2,789 shares; 2025Q1: 2,732 shares; 2025Q2: 2,358 shares; 2025Q3: 5,399 shares; 2025Q4: 5,400 shares; 2026Q1: 5,393 shares 5,393 $1.68M 0.01% -7 Timeline IEV ISHARES 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: 24,772 shares 24,772 $1.68M 0.01% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,382 shares; 2024Q4: 16,083 shares; 2025Q1: 21,554 shares; 2025Q2: 22,440 shares; 2025Q3: 24,531 shares; 2025Q4: 24,775 shares; 2026Q1: 27,413 shares 27,413 $1.68M 0.01% +2,638 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,080 shares; 2024Q4: 5,481 shares; 2025Q1: 8,425 shares; 2025Q2: 8,447 shares; 2025Q3: 11,087 shares; 2025Q4: 11,750 shares; 2026Q1: 13,197 shares 13,197 $1.67M 0.01% +1,447 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,097 shares; 2025Q4: 17,916 shares; 2026Q1: 18,045 shares 18,045 $1.67M 0.01% +129 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,074 shares 49,074 $1.67M 0.01% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,545 shares; 2024Q4: 7,660 shares; 2025Q1: 8,379 shares; 2025Q2: 14,671 shares; 2025Q3: 20,124 shares; 2025Q4: 17,245 shares; 2026Q1: 25,805 shares 25,805 $1.65M 0.01% +8,560 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: 4,089 shares; 2024Q4: 7,512 shares; 2025Q1: 8,968 shares; 2025Q2: 8,848 shares; 2025Q3: 13,852 shares; 2025Q4: 12,576 shares; 2026Q1: 14,236 shares 14,236 $1.65M 0.01% +1,660 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,231 shares; 2024Q4: 11,337 shares; 2025Q1: 12,416 shares; 2025Q2: 14,610 shares; 2025Q3: 17,801 shares; 2025Q4: 18,966 shares; 2026Q1: 23,775 shares 23,775 $1.65M 0.01% +4,809 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 824 shares; 2024Q4: 1,206 shares; 2025Q1: 12,047 shares; 2025Q2: 11,830 shares; 2025Q3: 12,175 shares; 2025Q4: 8,850 shares; 2026Q1: 6,567 shares 6,567 $1.65M 0.01% -2,283 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,914 shares; 2024Q4: 9,120 shares; 2025Q1: 10,301 shares; 2025Q2: 8,347 shares; 2025Q3: 13,224 shares; 2025Q4: 13,828 shares; 2026Q1: 19,314 shares 19,314 $1.64M 0.01% +5,486 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,927 shares; 2024Q4: 5,198 shares; 2025Q1: 8,147 shares; 2025Q2: 8,085 shares; 2025Q3: 9,261 shares; 2025Q4: 9,910 shares; 2026Q1: 10,903 shares 10,903 $1.64M 0.01% +993 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,794 shares; 2024Q4: 3,531 shares; 2025Q1: 6,659 shares; 2025Q2: 5,898 shares; 2025Q3: 6,190 shares; 2025Q4: 6,603 shares; 2026Q1: 8,284 shares 8,284 $1.64M 0.01% +1,681 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,959 shares; 2024Q4: 12,235 shares; 2025Q1: 18,442 shares; 2025Q2: 17,222 shares; 2025Q3: 19,623 shares; 2025Q4: 20,835 shares; 2026Q1: 20,181 shares 20,181 $1.63M 0.01% -654 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,667 shares; 2024Q4: 63,667 shares; 2025Q1: 84,155 shares; 2025Q2: 84,114 shares; 2025Q3: 92,747 shares; 2025Q4: 73,748 shares; 2026Q1: 74,451 shares 74,451 $1.63M 0.01% +703 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,234 shares; 2024Q4: 5,262 shares; 2025Q1: 12,678 shares; 2025Q2: 13,333 shares; 2025Q3: 12,699 shares; 2025Q4: 10,723 shares; 2026Q1: 10,795 shares 10,795 $1.62M 0.01% +72 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,889 shares; 2024Q4: 17,671 shares; 2025Q1: 17,571 shares; 2025Q2: 14,508 shares; 2025Q3: 17,358 shares; 2025Q4: 17,684 shares; 2026Q1: 17,677 shares 17,677 $1.62M 0.01% -7 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,691 shares; 2024Q4: 19,413 shares; 2025Q1: 22,271 shares; 2025Q2: 22,906 shares; 2025Q3: 26,669 shares; 2025Q4: 30,316 shares; 2026Q1: 23,081 shares 23,081 $1.6M 0.01% -7,235 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,380 shares; 2024Q4: 3,696 shares; 2025Q1: 4,834 shares; 2025Q2: 5,065 shares; 2025Q3: 5,177 shares; 2025Q4: 5,409 shares; 2026Q1: 6,009 shares 6,009 $1.6M 0.01% +600 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,102 shares; 2024Q4: 48,451 shares; 2025Q1: 79,748 shares; 2025Q2: 77,231 shares; 2025Q3: 59,707 shares; 2025Q4: 66,372 shares; 2026Q1: 101,724 shares 101,724 $1.59M 0.01% +35,352 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: 48,835 shares; 2024Q4: 47,942 shares; 2025Q1: 49,451 shares; 2025Q2: 41,612 shares; 2025Q3: 50,619 shares; 2025Q4: 32,091 shares; 2026Q1: 28,050 shares 28,050 $1.59M 0.01% -4,041 Timeline EQBK EQUITY BANCSHARES INC More: the full row for EQUITY BANCSHARES 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: 35,681 shares 35,681 $1.58M 0.01% new 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: 11,698 shares; 2024Q4: 13,565 shares; 2025Q1: 32,287 shares; 2025Q2: 17,700 shares; 2025Q3: 18,134 shares; 2025Q4: 8,955 shares; 2026Q1: 13,387 shares 13,387 $1.58M 0.01% +4,432 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,352 shares; 2024Q4: 18,070 shares; 2025Q1: 17,352 shares; 2025Q2: 17,352 shares; 2025Q3: 17,352 shares; 2025Q4: 17,679 shares; 2026Q1: 17,679 shares 17,679 $1.58M 0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,337 shares; 2024Q4: 7,891 shares; 2025Q1: 9,723 shares; 2025Q2: 10,022 shares; 2025Q3: 13,186 shares; 2025Q4: 11,827 shares; 2026Q1: 15,406 shares 15,406 $1.57M 0.01% +3,579 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,359 shares; 2024Q4: 21,702 shares; 2025Q1: 64,120 shares; 2025Q2: 84,224 shares; 2025Q3: 87,407 shares; 2025Q4: 44,868 shares; 2026Q1: 47,371 shares 47,371 $1.57M 0.01% +2,503 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: 9,853 shares; 2024Q4: 11,417 shares; 2025Q1: 13,659 shares; 2025Q2: 11,277 shares; 2025Q3: 13,879 shares; 2025Q4: 13,673 shares; 2026Q1: 16,981 shares 16,981 $1.56M 0.01% +3,308 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,061 shares; 2024Q4: 4,302 shares; 2025Q1: 19,028 shares; 2025Q2: 16,171 shares; 2025Q3: 17,708 shares; 2025Q4: 16,568 shares; 2026Q1: 17,289 shares 17,289 $1.56M 0.01% +721 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,090 shares; 2025Q2: 28,050 shares; 2025Q3: 23,440 shares; 2025Q4: 25,173 shares; 2026Q1: 21,130 shares 21,130 $1.56M 0.01% -4,043 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: 7,330 shares; 2024Q4: 13,933 shares; 2025Q1: 21,654 shares; 2025Q2: 20,764 shares; 2025Q3: 24,498 shares; 2025Q4: 26,954 shares; 2026Q1: 28,772 shares 28,772 $1.56M 0.01% +1,818 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 530 shares; 2025Q1: 4,661 shares; 2025Q2: 4,267 shares; 2025Q3: 4,107 shares; 2025Q4: 6,356 shares; 2026Q1: 4,514 shares 4,514 $1.54M 0.01% -1,842 Timeline