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: 10,986,606 shares; 2024Q4: 11,414,601 shares; 2025Q1: 11,026,265 shares; 2025Q2: 10,935,498 shares; 2025Q3: 11,251,676 shares; 2025Q4: 11,007,492 shares; 2026Q1: 11,772,399 shares 11,772,399 $2.99B 3.17% +764,907 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: 3,555,016 shares; 2024Q4: 3,753,994 shares; 2025Q1: 3,982,788 shares; 2025Q2: 3,977,429 shares; 2025Q3: 3,972,159 shares; 2025Q4: 3,948,748 shares; 2026Q1: 10,484,201 shares 10,484,201 $2.56B 2.72% +6,535,453 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: 2,281,537 shares; 2024Q4: 2,313,961 shares; 2025Q1: 2,562,155 shares; 2025Q2: 2,567,597 shares; 2025Q3: 2,615,857 shares; 2025Q4: 2,689,285 shares; 2026Q1: 3,184,798 shares 3,184,798 $2.08B 2.21% +495,513 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: not reported; 2024Q4: 5,023,862 shares; 2025Q1: 4,956,755 shares; 2025Q2: 4,977,014 shares; 2025Q3: 5,026,020 shares; 2025Q4: 5,005,163 shares; 2026Q1: 5,058,749 shares 5,058,749 $1.87B 1.99% +53,586 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,844,778 shares; 2024Q4: 1,898,458 shares; 2025Q1: 1,898,202 shares; 2025Q2: 1,972,545 shares; 2025Q3: 2,022,179 shares; 2025Q4: 2,007,450 shares; 2026Q1: 2,802,707 shares 2,802,707 $1.82B 1.93% +795,257 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000,648 shares; 2024Q4: 2,121,057 shares; 2025Q1: 2,387,112 shares; 2025Q2: 2,557,272 shares; 2025Q3: 2,656,702 shares; 2025Q4: 2,577,224 shares; 2026Q1: 2,651,883 shares 2,651,883 $1.58B 1.68% +74,659 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: 1,891 shares; 2024Q4: 1,891 shares; 2025Q1: 1,903 shares; 2025Q2: 1,878 shares; 2025Q3: 1,829 shares; 2025Q4: 2,078 shares; 2026Q1: 2,006 shares 2,006 $1.44B 1.53% -72 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: 6,790,669 shares; 2024Q4: 6,973,982 shares; 2025Q1: 7,144,518 shares; 2025Q2: 7,319,887 shares; 2025Q3: 7,552,277 shares; 2025Q4: 7,210,488 shares; 2026Q1: 7,713,149 shares 7,713,149 $1.35B 1.43% +502,661 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: 8,317,462 shares; 2024Q4: 8,778,005 shares; 2025Q1: 8,072,641 shares; 2025Q2: 8,041,923 shares; 2025Q3: 8,227,390 shares; 2025Q4: 8,073,034 shares; 2026Q1: 7,188,999 shares 7,188,999 $1.22B 1.29% -884,035 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: 5,281,409 shares; 2024Q4: 5,551,430 shares; 2025Q1: 5,211,444 shares; 2025Q2: 5,416,060 shares; 2025Q3: 5,488,859 shares; 2025Q4: 5,618,779 shares; 2026Q1: 5,745,966 shares 5,745,966 $1.2B 1.27% +127,187 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: 2,166,738 shares; 2024Q4: 2,480,149 shares; 2025Q1: 2,494,554 shares; 2025Q2: 2,474,546 shares; 2025Q3: 2,511,835 shares; 2025Q4: 2,502,721 shares; 2026Q1: 2,432,963 shares 2,432,963 $1.17B 1.24% -69,758 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: 3,952,014 shares; 2024Q4: 3,926,725 shares; 2025Q1: 3,913,902 shares; 2025Q2: 3,955,210 shares; 2025Q3: 4,009,035 shares; 2025Q4: 3,884,911 shares; 2026Q1: 3,759,185 shares 3,759,185 $1.08B 1.15% -125,726 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: 607,108 shares; 2024Q4: 622,364 shares; 2025Q1: 617,276 shares; 2025Q2: 721,510 shares; 2025Q3: 770,421 shares; 2025Q4: 1,364,123 shares; 2026Q1: 1,380,422 shares 1,380,422 $790M 0.84% +16,299 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: 2,734,317 shares; 2024Q4: 2,881,451 shares; 2025Q1: 2,711,347 shares; 2025Q2: 2,706,677 shares; 2025Q3: 2,721,718 shares; 2025Q4: 2,672,170 shares; 2026Q1: 2,662,407 shares 2,662,407 $783M 0.83% -9,763 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: 10,498,455 shares; 2024Q4: 10,575,056 shares; 2025Q1: 10,356,242 shares; 2025Q2: 9,925,236 shares; 2025Q3: 10,863,869 shares; 2025Q4: 11,092,054 shares; 2026Q1: 11,686,674 shares 11,686,674 $749M 0.79% +594,620 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,723,701 shares; 2024Q4: 1,621,870 shares; 2025Q1: 1,618,346 shares; 2025Q2: 1,717,728 shares; 2025Q3: 2,182,592 shares; 2025Q4: 2,184,391 shares; 2026Q1: 2,237,801 shares 2,237,801 $718M 0.76% +53,410 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,024,620 shares; 2024Q4: 7,179,756 shares; 2025Q1: 7,045,186 shares; 2025Q2: 7,047,550 shares; 2025Q3: 6,329,649 shares; 2025Q4: 6,327,774 shares; 2026Q1: 6,627,185 shares 6,627,185 $702M 0.74% +299,411 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: 2,496,355 shares; 2024Q4: 2,468,761 shares; 2025Q1: 2,389,873 shares; 2025Q2: 2,219,820 shares; 2025Q3: 2,160,641 shares; 2025Q4: 2,160,410 shares; 2026Q1: 2,252,481 shares 2,252,481 $697M 0.74% +92,071 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: 1,401,370 shares; 2024Q4: 1,418,006 shares; 2025Q1: 1,478,780 shares; 2025Q2: 1,552,072 shares; 2025Q3: 1,596,677 shares; 2025Q4: 1,576,796 shares; 2026Q1: 1,589,188 shares 1,589,188 $694M 0.74% +12,392 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,279,319 shares; 2024Q4: 2,453,000 shares; 2025Q1: 2,924,994 shares; 2025Q2: 3,133,973 shares; 2025Q3: 3,252,212 shares; 2025Q4: 3,460,961 shares; 2026Q1: 3,521,088 shares 3,521,088 $691M 0.73% +60,127 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: 1,079,069 shares; 2024Q4: 1,129,665 shares; 2025Q1: 1,187,148 shares; 2025Q2: 1,144,734 shares; 2025Q3: 1,201,723 shares; 2025Q4: 1,203,564 shares; 2026Q1: 1,193,756 shares 1,193,756 $689M 0.73% -9,808 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,094,149 shares; 2024Q4: 2,260,590 shares; 2025Q1: 2,313,831 shares; 2025Q2: 2,398,855 shares; 2025Q3: 2,382,701 shares; 2025Q4: 2,988,115 shares; 2026Q1: 3,221,753 shares 3,221,753 $667M 0.71% +233,638 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: 2,247,845 shares; 2024Q4: 2,263,284 shares; 2025Q1: 2,171,016 shares; 2025Q2: 2,145,627 shares; 2025Q3: 2,194,786 shares; 2025Q4: 2,126,830 shares; 2026Q1: 2,143,650 shares 2,143,650 $615M 0.65% +16,820 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: 1,652,859 shares; 2024Q4: 1,645,767 shares; 2025Q1: 1,604,924 shares; 2025Q2: 1,472,901 shares; 2025Q3: 1,501,749 shares; 2025Q4: 1,468,274 shares; 2026Q1: 1,426,918 shares 1,426,918 $614M 0.65% -41,356 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,503,842 shares; 2024Q4: 2,506,274 shares; 2025Q1: 2,728,649 shares; 2025Q2: 2,902,342 shares; 2025Q3: 3,438,441 shares; 2025Q4: 3,422,021 shares; 2026Q1: 3,696,273 shares 3,696,273 $574M 0.61% +274,252 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: 1,103,109 shares; 2024Q4: 1,170,155 shares; 2025Q1: 1,167,147 shares; 2025Q2: 1,170,425 shares; 2025Q3: 1,290,494 shares; 2025Q4: 1,282,593 shares; 2026Q1: 1,275,960 shares 1,275,960 $544M 0.58% -6,633 Timeline SIXH EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,211,360 shares; 2024Q4: 11,544,853 shares; 2025Q1: 11,678,752 shares; 2025Q2: 11,958,080 shares; 2025Q3: 12,221,580 shares; 2025Q4: 12,378,415 shares; 2026Q1: 12,488,185 shares 12,488,185 $526M 0.56% +109,770 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: 10,156,561 shares; 2024Q4: 21,862,447 shares; 2025Q1: 21,650,268 shares; 2025Q2: 21,922,381 shares; 2025Q3: 22,411,217 shares; 2025Q4: 20,621,877 shares; 2026Q1: 21,192,861 shares 21,192,861 $525M 0.56% +570,984 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: 7,050,741 shares; 2024Q4: 7,326,920 shares; 2025Q1: 7,383,609 shares; 2025Q2: 7,469,865 shares; 2025Q3: 7,766,194 shares; 2025Q4: 7,881,074 shares; 2026Q1: 7,735,222 shares 7,735,222 $522M 0.55% -145,852 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: 4,898,491 shares; 2024Q4: 4,656,028 shares; 2025Q1: 4,849,705 shares; 2025Q2: 4,892,413 shares; 2025Q3: 4,803,075 shares; 2025Q4: 5,463,367 shares; 2026Q1: 5,692,802 shares 5,692,802 $515M 0.55% +229,435 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: 2,211,138 shares; 2024Q4: 2,194,048 shares; 2025Q1: 2,197,819 shares; 2025Q2: 2,273,719 shares; 2025Q3: 2,345,899 shares; 2025Q4: 2,357,937 shares; 2026Q1: 2,351,156 shares 2,351,156 $506M 0.54% -6,781 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: 3,005,132 shares; 2024Q4: 3,128,895 shares; 2025Q1: 3,006,333 shares; 2025Q2: 2,849,282 shares; 2025Q3: 2,977,717 shares; 2025Q4: 3,346,705 shares; 2026Q1: 3,524,240 shares 3,524,240 $438M 0.46% +177,535 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: 2,869,010 shares; 2024Q4: 3,151,875 shares; 2025Q1: 3,698,960 shares; 2025Q2: 3,766,789 shares; 2025Q3: 3,869,125 shares; 2025Q4: 3,818,135 shares; 2026Q1: 3,635,404 shares 3,635,404 $437M 0.46% -182,731 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: 382,584 shares; 2024Q4: 448,899 shares; 2025Q1: 416,592 shares; 2025Q2: 414,665 shares; 2025Q3: 424,814 shares; 2025Q4: 419,518 shares; 2026Q1: 434,914 shares 434,914 $433M 0.46% +15,396 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,053,438 shares; 2024Q4: 1,204,806 shares; 2025Q1: 1,237,837 shares; 2025Q2: 1,240,040 shares; 2025Q3: 1,337,403 shares; 2025Q4: 1,353,113 shares; 2026Q1: 1,374,665 shares 1,374,665 $427M 0.45% +21,552 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: 503,020 shares; 2024Q4: 653,925 shares; 2025Q1: 646,194 shares; 2025Q2: 666,319 shares; 2025Q3: 662,733 shares; 2025Q4: 632,814 shares; 2026Q1: 592,391 shares 592,391 $420M 0.45% -40,423 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: 1,529,216 shares; 2024Q4: 1,581,126 shares; 2025Q1: 1,531,986 shares; 2025Q2: 1,406,729 shares; 2025Q3: 1,422,844 shares; 2025Q4: 1,405,738 shares; 2026Q1: 1,383,690 shares 1,383,690 $418M 0.44% -22,048 Timeline SIXA EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,970,678 shares; 2024Q4: 6,186,373 shares; 2025Q1: 6,484,121 shares; 2025Q2: 6,651,382 shares; 2025Q3: 7,090,064 shares; 2025Q4: 7,528,911 shares; 2026Q1: 7,849,463 shares 7,849,463 $409M 0.43% +320,552 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: 4,544,333 shares; 2024Q4: 4,629,736 shares; 2025Q1: 5,436,337 shares; 2025Q2: 5,589,665 shares; 2025Q3: 5,685,868 shares; 2025Q4: 5,642,401 shares; 2026Q1: 5,258,519 shares 5,258,519 $408M 0.43% -383,882 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: 411,198 shares; 2024Q4: 470,367 shares; 2025Q1: 513,445 shares; 2025Q2: 498,841 shares; 2025Q3: 506,233 shares; 2025Q4: 487,722 shares; 2026Q1: 440,797 shares 440,797 $406M 0.43% -46,925 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,295,820 shares; 2024Q4: 2,511,046 shares; 2025Q1: 2,540,275 shares; 2025Q2: 2,414,947 shares; 2025Q3: 2,464,930 shares; 2025Q4: 2,477,364 shares; 2026Q1: 2,742,694 shares 2,742,694 $396M 0.42% +265,330 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,049,611 shares; 2024Q4: 5,134,413 shares; 2025Q1: 5,039,971 shares; 2025Q2: 4,865,124 shares; 2025Q3: 5,990,927 shares; 2025Q4: 6,356,188 shares; 2026Q1: 7,281,199 shares 7,281,199 $394M 0.42% +925,011 Timeline UMI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,122,145 shares; 2024Q4: 5,181,037 shares; 2025Q1: 4,772,158 shares; 2025Q2: 5,225,761 shares; 2025Q3: 5,458,534 shares; 2025Q4: 5,778,235 shares; 2026Q1: 6,367,995 shares 6,367,995 $373M 0.4% +589,760 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: 3,212,113 shares; 2024Q4: 3,184,020 shares; 2025Q1: 2,795,373 shares; 2025Q2: 2,800,348 shares; 2025Q3: 2,860,254 shares; 2025Q4: 2,929,072 shares; 2026Q1: 2,947,023 shares 2,947,023 $366M 0.39% +17,951 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: 3,110,822 shares; 2024Q4: 3,243,986 shares; 2025Q1: 3,283,417 shares; 2025Q2: 4,288,233 shares; 2025Q3: 4,961,939 shares; 2025Q4: 5,001,638 shares; 2026Q1: 5,148,918 shares 5,148,918 $361M 0.38% +147,280 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: 1,473,511 shares; 2024Q4: 1,573,829 shares; 2025Q1: 1,580,357 shares; 2025Q2: 1,590,713 shares; 2025Q3: 1,641,784 shares; 2025Q4: 1,628,911 shares; 2026Q1: 1,658,024 shares 1,658,024 $361M 0.38% +29,113 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: 3,666,338 shares; 2024Q4: 11,036,122 shares; 2025Q1: 14,010,112 shares; 2025Q2: 14,286,701 shares; 2025Q3: 14,199,707 shares; 2025Q4: 14,141,394 shares; 2026Q1: 14,005,999 shares 14,005,999 $359M 0.38% -135,395 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: 874,619 shares; 2024Q4: 869,340 shares; 2025Q1: 902,770 shares; 2025Q2: 900,842 shares; 2025Q3: 926,332 shares; 2025Q4: 931,959 shares; 2026Q1: 963,041 shares 963,041 $358M 0.38% +31,082 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: 2,186,837 shares; 2024Q4: 2,255,487 shares; 2025Q1: 2,268,666 shares; 2025Q2: 2,245,052 shares; 2025Q3: 2,025,185 shares; 2025Q4: 1,949,616 shares; 2026Q1: 1,777,434 shares 1,777,434 $343M 0.36% -172,182 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,224,545 shares; 2024Q4: 3,504,658 shares; 2025Q1: 3,933,070 shares; 2025Q2: 3,839,896 shares; 2025Q3: 3,850,873 shares; 2025Q4: 4,274,627 shares; 2026Q1: 4,367,372 shares 4,367,372 $334M 0.35% +92,745 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: 1,423,795 shares; 2024Q4: 1,580,064 shares; 2025Q1: 1,351,933 shares; 2025Q2: 1,278,293 shares; 2025Q3: 1,368,186 shares; 2025Q4: 1,419,413 shares; 2026Q1: 1,343,133 shares 1,343,133 $326M 0.35% -76,280 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: 5,388,190 shares; 2024Q4: 5,963,277 shares; 2025Q1: 5,881,597 shares; 2025Q2: 6,365,913 shares; 2025Q3: 6,780,890 shares; 2025Q4: 6,888,787 shares; 2026Q1: 6,574,113 shares 6,574,113 $320M 0.34% -314,674 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: 5,309,386 shares; 2024Q4: 5,895,500 shares; 2025Q1: 6,187,043 shares; 2025Q2: 6,332,926 shares; 2025Q3: 6,475,940 shares; 2025Q4: 6,678,090 shares; 2026Q1: 6,336,673 shares 6,336,673 $318M 0.34% -341,417 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,807,789 shares; 2024Q4: 8,367,065 shares; 2025Q1: 9,855,049 shares; 2025Q2: 10,141,479 shares; 2025Q3: 10,445,370 shares; 2025Q4: 9,662,625 shares; 2026Q1: 9,475,403 shares 9,475,403 $312M 0.33% -187,222 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: 643,030 shares; 2024Q4: 688,410 shares; 2025Q1: 878,631 shares; 2025Q2: 870,194 shares; 2025Q3: 1,019,573 shares; 2025Q4: 1,061,641 shares; 2026Q1: 1,086,203 shares 1,086,203 $312M 0.33% +24,562 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: 921,224 shares; 2024Q4: 1,019,204 shares; 2025Q1: 984,478 shares; 2025Q2: 923,394 shares; 2025Q3: 948,549 shares; 2025Q4: 923,920 shares; 2026Q1: 946,200 shares 946,200 $311M 0.33% +22,280 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,487,318 shares; 2024Q4: 3,635,156 shares; 2025Q1: 3,737,002 shares; 2025Q2: 3,762,705 shares; 2025Q3: 3,990,437 shares; 2025Q4: 4,071,280 shares; 2026Q1: 4,053,484 shares 4,053,484 $299M 0.32% -17,796 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: 1,324,876 shares; 2024Q4: 1,428,038 shares; 2025Q1: 1,508,684 shares; 2025Q2: 1,371,794 shares; 2025Q3: 1,354,361 shares; 2025Q4: 1,409,611 shares; 2026Q1: 1,551,101 shares 1,551,101 $298M 0.32% +141,490 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: 332,140 shares; 2024Q4: 360,955 shares; 2025Q1: 350,938 shares; 2025Q2: 368,188 shares; 2025Q3: 402,550 shares; 2025Q4: 413,961 shares; 2026Q1: 423,182 shares 423,182 $295M 0.31% +9,221 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: 3,769,822 shares; 2024Q4: 3,608,675 shares; 2025Q1: 3,546,034 shares; 2025Q2: 3,433,629 shares; 2025Q3: 3,509,779 shares; 2025Q4: 3,390,805 shares; 2026Q1: 3,290,890 shares 3,290,890 $290M 0.31% -99,915 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: 703,607 shares; 2024Q4: 709,021 shares; 2025Q1: 727,975 shares; 2025Q2: 752,480 shares; 2025Q3: 789,377 shares; 2025Q4: 786,624 shares; 2026Q1: 820,320 shares 820,320 $289M 0.31% +33,696 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: 1,599,284 shares; 2024Q4: 1,703,472 shares; 2025Q1: 1,785,619 shares; 2025Q2: 1,847,994 shares; 2025Q3: 3,280,962 shares; 2025Q4: 3,427,396 shares; 2026Q1: 3,671,074 shares 3,671,074 $283M 0.3% +243,678 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,049,297 shares; 2024Q4: 2,593,374 shares; 2025Q1: 4,056,400 shares; 2025Q2: 4,355,826 shares; 2025Q3: 8,516,263 shares; 2025Q4: 9,267,689 shares; 2026Q1: 10,776,746 shares 10,776,746 $282M 0.3% +1,509,057 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: 2,360,584 shares; 2024Q4: 2,489,615 shares; 2025Q1: 2,560,128 shares; 2025Q2: 3,745,687 shares; 2025Q3: 4,082,224 shares; 2025Q4: 3,681,575 shares; 2026Q1: 3,652,492 shares 3,652,492 $274M 0.29% -29,083 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: 1,531,296 shares; 2024Q4: 1,529,999 shares; 2025Q1: 1,566,293 shares; 2025Q2: 1,704,170 shares; 2025Q3: 1,727,810 shares; 2025Q4: 1,692,851 shares; 2026Q1: 2,383,661 shares 2,383,661 $274M 0.29% +690,810 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: 807,321 shares; 2024Q4: 799,902 shares; 2025Q1: 821,594 shares; 2025Q2: 758,892 shares; 2025Q3: 775,670 shares; 2025Q4: 780,611 shares; 2026Q1: 803,761 shares 803,761 $272M 0.29% +23,150 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: 483,497 shares; 2024Q4: 572,015 shares; 2025Q1: 551,753 shares; 2025Q2: 546,050 shares; 2025Q3: 544,282 shares; 2025Q4: 536,007 shares; 2026Q1: 534,332 shares 534,332 $267M 0.28% -1,675 Timeline PLPC PREFORMED LINE PRODS CO More: the full row for PREFORMED LINE PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,766 shares; 2024Q4: 158,766 shares; 2025Q1: 158,766 shares; 2025Q2: 866,072 shares; 2025Q3: 866,072 shares; 2025Q4: 966,185 shares; 2026Q1: 968,067 shares 968,067 $262M 0.28% +1,882 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: 1,209,675 shares; 2024Q4: 1,239,706 shares; 2025Q1: 1,906,835 shares; 2025Q2: 1,910,288 shares; 2025Q3: 1,975,997 shares; 2025Q4: 1,975,475 shares; 2026Q1: 1,982,456 shares 1,982,456 $260M 0.28% +6,981 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: 1,355,807 shares; 2024Q4: 1,410,709 shares; 2025Q1: 1,436,312 shares; 2025Q2: 1,342,652 shares; 2025Q3: 1,338,447 shares; 2025Q4: 1,300,753 shares; 2026Q1: 1,349,671 shares 1,349,671 $259M 0.27% +48,918 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: 2,347,284 shares; 2024Q4: 2,696,140 shares; 2025Q1: 3,027,592 shares; 2025Q2: 3,201,797 shares; 2025Q3: 3,431,334 shares; 2025Q4: 3,408,993 shares; 2026Q1: 3,233,708 shares 3,233,708 $257M 0.27% -175,285 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: 1,085,862 shares; 2024Q4: 4,458,615 shares; 2025Q1: 7,614,284 shares; 2025Q2: 7,897,044 shares; 2025Q3: 8,132,749 shares; 2025Q4: 8,369,417 shares; 2026Q1: 8,624,426 shares 8,624,426 $251M 0.27% +255,009 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: 741,408 shares; 2024Q4: 774,602 shares; 2025Q1: 915,588 shares; 2025Q2: 859,492 shares; 2025Q3: 939,059 shares; 2025Q4: 951,243 shares; 2026Q1: 958,835 shares 958,835 $251M 0.27% +7,592 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: 2,709,658 shares; 2024Q4: 2,724,218 shares; 2025Q1: 2,898,346 shares; 2025Q2: 2,849,118 shares; 2025Q3: 2,914,632 shares; 2025Q4: 2,869,081 shares; 2026Q1: 2,832,094 shares 2,832,094 $249M 0.26% -36,987 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: 161,112 shares; 2024Q4: 164,897 shares; 2025Q1: 160,722 shares; 2025Q2: 161,195 shares; 2025Q3: 174,513 shares; 2025Q4: 1,758,882 shares; 2026Q1: 2,555,168 shares 2,555,168 $246M 0.26% +796,286 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: 369,076 shares; 2024Q4: 411,206 shares; 2025Q1: 399,782 shares; 2025Q2: 413,137 shares; 2025Q3: 420,275 shares; 2025Q4: 424,466 shares; 2026Q1: 393,550 shares 393,550 $238M 0.25% -30,916 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,484,956 shares; 2024Q4: 1,653,389 shares; 2025Q1: 2,207,192 shares; 2025Q2: 2,315,195 shares; 2025Q3: 2,373,083 shares; 2025Q4: 2,378,570 shares; 2026Q1: 2,427,309 shares 2,427,309 $238M 0.25% +48,739 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,313,303 shares; 2024Q4: 2,332,700 shares; 2025Q1: 2,684,920 shares; 2025Q2: 2,398,927 shares; 2025Q3: 2,444,191 shares; 2025Q4: 2,463,821 shares; 2026Q1: 2,548,903 shares 2,548,903 $237M 0.25% +85,082 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: 985,658 shares; 2024Q4: 1,065,883 shares; 2025Q1: 977,118 shares; 2025Q2: 994,176 shares; 2025Q3: 1,058,499 shares; 2025Q4: 1,099,616 shares; 2026Q1: 1,089,645 shares 1,089,645 $233M 0.25% -9,971 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: 1,853,681 shares; 2024Q4: 1,833,277 shares; 2025Q1: 1,778,980 shares; 2025Q2: 1,875,636 shares; 2025Q3: 1,998,086 shares; 2025Q4: 2,035,586 shares; 2026Q1: 2,050,705 shares 2,050,705 $232M 0.25% +15,119 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: 1,367,648 shares; 2024Q4: 1,477,957 shares; 2025Q1: 1,362,285 shares; 2025Q2: 1,379,617 shares; 2025Q3: 1,412,563 shares; 2025Q4: 1,433,051 shares; 2026Q1: 1,432,450 shares 1,432,450 $229M 0.24% -601 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,331,880 shares; 2024Q4: 2,656,482 shares; 2025Q1: 2,641,295 shares; 2025Q2: 2,594,520 shares; 2025Q3: 2,906,850 shares; 2025Q4: 2,916,336 shares; 2026Q1: 2,963,312 shares 2,963,312 $225M 0.24% +46,976 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: 2,660,625 shares; 2024Q4: 8,146,204 shares; 2025Q1: 7,934,598 shares; 2025Q2: 7,738,339 shares; 2025Q3: 7,776,997 shares; 2025Q4: 8,631,797 shares; 2026Q1: 8,967,340 shares 8,967,340 $225M 0.24% +335,543 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,408,414 shares; 2024Q4: 2,445,508 shares; 2025Q1: 2,529,397 shares; 2025Q2: 2,366,031 shares; 2025Q3: 2,355,590 shares; 2025Q4: 2,333,736 shares; 2026Q1: 2,626,851 shares 2,626,851 $223M 0.24% +293,115 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,961,246 shares; 2024Q4: 3,514,400 shares; 2025Q1: 3,192,355 shares; 2025Q2: 3,065,687 shares; 2025Q3: 3,095,553 shares; 2025Q4: 2,999,647 shares; 2026Q1: 3,192,744 shares 3,192,744 $223M 0.24% +193,097 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,912,648 shares; 2024Q4: 4,893,997 shares; 2025Q1: 4,773,457 shares; 2025Q2: 4,588,718 shares; 2025Q3: 4,557,544 shares; 2025Q4: 4,531,643 shares; 2026Q1: 4,467,375 shares 4,467,375 $216M 0.23% -64,268 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: 1,007,456 shares; 2024Q4: 1,024,401 shares; 2025Q1: 1,293,248 shares; 2025Q2: 1,314,693 shares; 2025Q3: 1,356,738 shares; 2025Q4: 1,420,355 shares; 2026Q1: 1,455,190 shares 1,455,190 $216M 0.23% +34,835 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,370,572 shares; 2024Q4: 1,412,678 shares; 2025Q1: 1,393,541 shares; 2025Q2: 1,464,109 shares; 2025Q3: 1,526,862 shares; 2025Q4: 1,541,454 shares; 2026Q1: 1,331,983 shares 1,331,983 $215M 0.23% -209,471 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: 6,361,475 shares; 2024Q4: 6,281,462 shares; 2025Q1: 5,914,155 shares; 2025Q2: 6,043,740 shares; 2025Q3: 5,939,615 shares; 2025Q4: 5,738,089 shares; 2026Q1: 5,433,706 shares 5,433,706 $211M 0.22% -304,383 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: 3,258,331 shares; 2024Q4: 10,077,570 shares; 2025Q1: 10,041,554 shares; 2025Q2: 10,583,782 shares; 2025Q3: 10,782,575 shares; 2025Q4: 6,950,893 shares; 2026Q1: 6,809,670 shares 6,809,670 $211M 0.22% -141,223 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 751,112 shares; 2024Q4: 852,990 shares; 2025Q1: 1,066,072 shares; 2025Q2: 1,050,520 shares; 2025Q3: 1,091,430 shares; 2025Q4: 2,440,152 shares; 2026Q1: 2,545,297 shares 2,545,297 $211M 0.22% +105,145 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: 674,212 shares; 2024Q4: 723,322 shares; 2025Q1: 736,236 shares; 2025Q2: 685,770 shares; 2025Q3: 725,931 shares; 2025Q4: 1,515,820 shares; 2026Q1: 1,574,822 shares 1,574,822 $209M 0.22% +59,002 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: 1,442,212 shares; 2024Q4: 1,509,599 shares; 2025Q1: 1,589,524 shares; 2025Q2: 1,680,954 shares; 2025Q3: 1,831,197 shares; 2025Q4: 1,825,441 shares; 2026Q1: 1,870,728 shares 1,870,728 $205M 0.22% +45,287 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: 1,231,437 shares; 2024Q4: 1,355,525 shares; 2025Q1: 2,331,031 shares; 2025Q2: 2,657,520 shares; 2025Q3: 2,704,860 shares; 2025Q4: 2,814,522 shares; 2026Q1: 3,097,642 shares 3,097,642 $204M 0.22% +283,120 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: 2,482,466 shares; 2024Q4: 2,523,138 shares; 2025Q1: 2,469,883 shares; 2025Q2: 2,374,960 shares; 2025Q3: 2,315,200 shares; 2025Q4: 2,235,974 shares; 2026Q1: 2,116,141 shares 2,116,141 $204M 0.22% -119,833 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: 1,780,953 shares; 2024Q4: 1,793,699 shares; 2025Q1: 1,702,410 shares; 2025Q2: 1,662,423 shares; 2025Q3: 1,675,797 shares; 2025Q4: 1,661,355 shares; 2026Q1: 1,450,177 shares 1,450,177 $202M 0.21% -211,178 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: 246,026 shares; 2024Q4: 294,126 shares; 2025Q1: 298,198 shares; 2025Q2: 302,206 shares; 2025Q3: 271,931 shares; 2025Q4: 262,998 shares; 2026Q1: 237,693 shares 237,693 $201M 0.21% -25,305 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: 1,886,357 shares; 2024Q4: 1,962,504 shares; 2025Q1: 2,014,050 shares; 2025Q2: 2,131,014 shares; 2025Q3: 2,171,870 shares; 2025Q4: 2,266,698 shares; 2026Q1: 2,013,080 shares 2,013,080 $200M 0.21% -253,618 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,532,606 shares; 2024Q4: 2,579,766 shares; 2025Q1: 2,566,241 shares; 2025Q2: 2,586,212 shares; 2025Q3: 2,754,590 shares; 2025Q4: 3,186,159 shares; 2026Q1: 3,348,987 shares 3,348,987 $199M 0.21% +162,828 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 893,411 shares; 2024Q4: 935,479 shares; 2025Q1: 956,469 shares; 2025Q2: 1,075,044 shares; 2025Q3: 1,123,638 shares; 2025Q4: 1,151,696 shares; 2026Q1: 1,066,090 shares 1,066,090 $199M 0.21% -85,606 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: 1,588,385 shares; 2024Q4: 1,789,507 shares; 2025Q1: 1,703,145 shares; 2025Q2: 1,413,882 shares; 2025Q3: 1,445,579 shares; 2025Q4: 1,795,943 shares; 2026Q1: 2,179,958 shares 2,179,958 $195M 0.21% +384,015 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,105,499 shares; 2024Q4: 1,233,397 shares; 2025Q1: 1,891,175 shares; 2025Q2: 2,630,385 shares; 2025Q3: 3,599,030 shares; 2025Q4: 3,959,509 shares; 2026Q1: 4,227,683 shares 4,227,683 $193M 0.2% +268,174 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,229,867 shares; 2024Q4: 3,985,681 shares; 2025Q1: 4,273,243 shares; 2025Q2: 4,284,748 shares; 2025Q3: 4,108,152 shares; 2025Q4: 4,140,505 shares; 2026Q1: 3,823,315 shares 3,823,315 $193M 0.2% -317,190 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: 496,625 shares; 2024Q4: 496,124 shares; 2025Q1: 399,940 shares; 2025Q2: 425,743 shares; 2025Q3: 440,623 shares; 2025Q4: 401,424 shares; 2026Q1: 353,256 shares 353,256 $190M 0.2% -48,168 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,039,834 shares; 2025Q3: 3,356,988 shares; 2025Q4: 3,474,401 shares; 2026Q1: 3,549,265 shares 3,549,265 $190M 0.2% +74,864 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: 483,777 shares; 2024Q4: 486,387 shares; 2025Q1: 485,642 shares; 2025Q2: 497,173 shares; 2025Q3: 477,372 shares; 2025Q4: 480,347 shares; 2026Q1: 524,139 shares 524,139 $187M 0.2% +43,792 Timeline SIXL EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,734,454 shares; 2024Q4: 4,864,778 shares; 2025Q1: 5,022,558 shares; 2025Q2: 5,110,378 shares; 2025Q3: 5,145,391 shares; 2025Q4: 4,940,425 shares; 2026Q1: 4,952,195 shares 4,952,195 $186M 0.2% +11,770 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: 699,982 shares; 2025Q1: 997,626 shares; 2025Q2: 1,076,575 shares; 2025Q3: 1,089,194 shares; 2025Q4: 1,018,426 shares; 2026Q1: 870,883 shares 870,883 $186M 0.2% -147,543 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: 1,677,413 shares; 2024Q4: 1,593,423 shares; 2025Q1: 1,591,608 shares; 2025Q2: 1,729,999 shares; 2025Q3: 1,754,456 shares; 2025Q4: 1,752,430 shares; 2026Q1: 1,737,213 shares 1,737,213 $184M 0.2% -15,217 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: 1,625,656 shares; 2024Q4: 1,616,485 shares; 2025Q1: 1,598,390 shares; 2025Q2: 1,637,938 shares; 2025Q3: 1,659,090 shares; 2025Q4: 1,676,917 shares; 2026Q1: 1,612,702 shares 1,612,702 $179M 0.19% -64,215 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,549,389 shares; 2024Q4: 1,846,892 shares; 2025Q1: 1,820,450 shares; 2025Q2: 1,683,554 shares; 2025Q3: 1,653,059 shares; 2025Q4: 1,564,008 shares; 2026Q1: 1,214,246 shares 1,214,246 $179M 0.19% -349,762 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,231,889 shares; 2024Q4: 3,393,744 shares; 2025Q1: 3,340,244 shares; 2025Q2: 3,371,018 shares; 2025Q3: 3,408,794 shares; 2025Q4: 3,461,723 shares; 2026Q1: 3,368,869 shares 3,368,869 $178M 0.19% -92,854 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: 397,519 shares; 2024Q4: 424,891 shares; 2025Q1: 453,504 shares; 2025Q2: 487,883 shares; 2025Q3: 517,912 shares; 2025Q4: 553,720 shares; 2026Q1: 491,632 shares 491,632 $176M 0.19% -62,088 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,953,650 shares; 2024Q4: 1,920,285 shares; 2025Q1: 2,464,714 shares; 2025Q2: 2,392,796 shares; 2025Q3: 2,487,616 shares; 2025Q4: 2,540,516 shares; 2026Q1: 3,080,319 shares 3,080,319 $174M 0.18% +539,803 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: 590,549 shares; 2024Q4: 609,588 shares; 2025Q1: 578,533 shares; 2025Q2: 549,319 shares; 2025Q3: 527,826 shares; 2025Q4: 620,285 shares; 2026Q1: 716,065 shares 716,065 $174M 0.18% +95,780 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: 1,937,025 shares; 2024Q4: 1,922,521 shares; 2025Q1: 1,921,524 shares; 2025Q2: 1,873,950 shares; 2025Q3: 1,838,381 shares; 2025Q4: 1,831,746 shares; 2026Q1: 1,678,382 shares 1,678,382 $172M 0.18% -153,364 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: 760,062 shares; 2024Q4: 779,319 shares; 2025Q1: 743,557 shares; 2025Q2: 838,228 shares; 2025Q3: 865,101 shares; 2025Q4: 831,305 shares; 2026Q1: 866,573 shares 866,573 $168M 0.18% +35,268 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: 357,316 shares; 2024Q4: 493,883 shares; 2025Q1: 497,443 shares; 2025Q2: 514,436 shares; 2025Q3: 521,169 shares; 2025Q4: 505,383 shares; 2026Q1: 496,097 shares 496,097 $168M 0.18% -9,286 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: 669,059 shares; 2024Q4: 696,587 shares; 2025Q1: 773,070 shares; 2025Q2: 821,531 shares; 2025Q3: 815,198 shares; 2025Q4: 811,935 shares; 2026Q1: 770,962 shares 770,962 $167M 0.18% -40,973 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: 3,573,526 shares; 2024Q4: 3,682,072 shares; 2025Q1: 3,728,338 shares; 2025Q2: 3,184,738 shares; 2025Q3: 3,146,050 shares; 2025Q4: 2,881,623 shares; 2026Q1: 2,921,309 shares 2,921,309 $166M 0.18% +39,686 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: 588,479 shares; 2024Q4: 557,932 shares; 2025Q1: 573,786 shares; 2025Q2: 417,931 shares; 2025Q3: 625,365 shares; 2025Q4: 545,438 shares; 2026Q1: 609,743 shares 609,743 $165M 0.18% +64,305 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: 723,389 shares; 2024Q4: 724,976 shares; 2025Q1: 713,825 shares; 2025Q2: 721,052 shares; 2025Q3: 717,794 shares; 2025Q4: 702,412 shares; 2026Q1: 774,484 shares 774,484 $163M 0.17% +72,072 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,496,206 shares; 2024Q4: 1,522,950 shares; 2025Q1: 1,464,394 shares; 2025Q2: 1,514,430 shares; 2025Q3: 1,641,240 shares; 2025Q4: 1,651,750 shares; 2026Q1: 1,668,203 shares 1,668,203 $162M 0.17% +16,453 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: 1,604,297 shares; 2024Q4: 1,675,007 shares; 2025Q1: 1,692,568 shares; 2025Q2: 1,753,063 shares; 2025Q3: 1,775,432 shares; 2025Q4: 1,860,737 shares; 2026Q1: 1,856,710 shares 1,856,710 $161M 0.17% -4,027 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,129 shares; 2024Q4: 45,714 shares; 2025Q1: 43,591 shares; 2025Q2: 43,592 shares; 2025Q3: 46,940 shares; 2025Q4: 1,846,327 shares; 2026Q1: 1,927,513 shares 1,927,513 $161M 0.17% +81,186 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: 1,004,018 shares; 2024Q4: 1,035,015 shares; 2025Q1: 1,060,199 shares; 2025Q2: 1,059,108 shares; 2025Q3: 939,147 shares; 2025Q4: 973,696 shares; 2026Q1: 971,746 shares 971,746 $161M 0.17% -1,950 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,765,844 shares; 2024Q4: 1,909,574 shares; 2025Q1: 2,064,572 shares; 2025Q2: 1,948,455 shares; 2025Q3: 2,015,966 shares; 2025Q4: 2,037,630 shares; 2026Q1: 1,946,613 shares 1,946,613 $160M 0.17% -91,017 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: 641,523 shares; 2024Q4: 722,894 shares; 2025Q1: 571,029 shares; 2025Q2: 545,219 shares; 2025Q3: 606,392 shares; 2025Q4: 590,250 shares; 2026Q1: 642,416 shares 642,416 $159M 0.17% +52,166 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: 486,927 shares; 2024Q4: 467,668 shares; 2025Q1: 488,513 shares; 2025Q2: 431,228 shares; 2025Q3: 462,820 shares; 2025Q4: 460,161 shares; 2026Q1: 465,197 shares 465,197 $159M 0.17% +5,036 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: 1,299,006 shares; 2024Q4: 1,304,594 shares; 2025Q1: 1,302,972 shares; 2025Q2: 1,343,949 shares; 2025Q3: 1,331,980 shares; 2025Q4: 1,301,908 shares; 2026Q1: 1,223,893 shares 1,223,893 $158M 0.17% -78,015 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,638,433 shares; 2024Q4: 5,237,487 shares; 2025Q1: 5,669,012 shares; 2025Q2: 5,651,066 shares; 2025Q3: 5,684,538 shares; 2025Q4: 5,411,808 shares; 2026Q1: 5,134,661 shares 5,134,661 $158M 0.17% -277,147 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: 960,645 shares; 2024Q4: 1,038,951 shares; 2025Q1: 1,238,030 shares; 2025Q2: 1,266,680 shares; 2025Q3: 1,276,732 shares; 2025Q4: 1,318,014 shares; 2026Q1: 1,412,354 shares 1,412,354 $156M 0.17% +94,340 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: 333,561 shares; 2024Q4: 327,436 shares; 2025Q1: 318,563 shares; 2025Q2: 314,713 shares; 2025Q3: 306,353 shares; 2025Q4: 306,788 shares; 2026Q1: 313,277 shares 313,277 $155M 0.16% +6,489 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: 237,183 shares; 2024Q4: 231,248 shares; 2025Q1: 163,404 shares; 2025Q2: 164,161 shares; 2025Q3: 170,806 shares; 2025Q4: 176,401 shares; 2026Q1: 176,863 shares 176,863 $154M 0.16% +462 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,616,085 shares; 2024Q4: 4,875,770 shares; 2025Q1: 5,171,216 shares; 2025Q2: 5,087,106 shares; 2025Q3: 5,099,084 shares; 2025Q4: 5,125,063 shares; 2026Q1: 4,316,541 shares 4,316,541 $153M 0.16% -808,522 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,327,993 shares; 2024Q4: 1,418,764 shares; 2025Q1: 2,804,192 shares; 2025Q2: 2,876,245 shares; 2025Q3: 3,064,940 shares; 2025Q4: 2,964,524 shares; 2026Q1: 3,223,744 shares 3,223,744 $152M 0.16% +259,220 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: 1,759,332 shares; 2024Q4: 1,846,124 shares; 2025Q1: 1,835,387 shares; 2025Q2: 2,136,728 shares; 2025Q3: 2,263,581 shares; 2025Q4: 2,247,030 shares; 2026Q1: 1,878,025 shares 1,878,025 $151M 0.16% -369,005 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: 822,653 shares; 2024Q4: 770,781 shares; 2025Q1: 748,565 shares; 2025Q2: 729,722 shares; 2025Q3: 722,293 shares; 2025Q4: 691,666 shares; 2026Q1: 638,590 shares 638,590 $151M 0.16% -53,076 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: 426,553 shares; 2024Q4: 432,332 shares; 2025Q1: 439,332 shares; 2025Q2: 427,870 shares; 2025Q3: 444,103 shares; 2025Q4: 444,544 shares; 2026Q1: 448,736 shares 448,736 $147M 0.16% +4,192 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 934,077 shares; 2024Q4: 927,764 shares; 2025Q1: 1,010,288 shares; 2025Q2: 1,250,561 shares; 2025Q3: 1,318,172 shares; 2025Q4: 1,335,584 shares; 2026Q1: 1,586,932 shares 1,586,932 $147M 0.16% +251,348 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: 1,039,294 shares; 2024Q4: 1,504,693 shares; 2025Q1: 1,482,393 shares; 2025Q2: 1,521,288 shares; 2025Q3: 1,535,754 shares; 2025Q4: 1,546,875 shares; 2026Q1: 1,515,829 shares 1,515,829 $146M 0.16% -31,046 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: 3,105,022 shares; 2024Q4: 3,136,870 shares; 2025Q1: 3,153,875 shares; 2025Q2: 3,132,516 shares; 2025Q3: 3,096,550 shares; 2025Q4: 3,858,629 shares; 2026Q1: 3,866,288 shares 3,866,288 $146M 0.16% +7,659 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: 563,787 shares; 2024Q4: 558,552 shares; 2025Q1: 452,259 shares; 2025Q2: 448,038 shares; 2025Q3: 463,972 shares; 2025Q4: 432,185 shares; 2026Q1: 482,342 shares 482,342 $146M 0.15% +50,157 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: 143,791 shares; 2024Q4: 219,217 shares; 2025Q1: 217,367 shares; 2025Q2: 224,683 shares; 2025Q3: 237,914 shares; 2025Q4: 236,091 shares; 2026Q1: 235,008 shares 235,008 $145M 0.15% -1,083 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: 108,535 shares; 2024Q4: 109,207 shares; 2025Q1: 113,881 shares; 2025Q2: 117,814 shares; 2025Q3: 118,215 shares; 2025Q4: 113,343 shares; 2026Q1: 108,951 shares 108,951 $144M 0.15% -4,392 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,554,047 shares; 2024Q4: 1,655,025 shares; 2025Q1: 2,394,624 shares; 2025Q2: 2,413,921 shares; 2025Q3: 2,557,143 shares; 2025Q4: 2,726,718 shares; 2026Q1: 2,847,124 shares 2,847,124 $142M 0.15% +120,406 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: 225,635 shares; 2024Q4: 442,541 shares; 2025Q1: 609,197 shares; 2025Q2: 637,754 shares; 2025Q3: 712,780 shares; 2025Q4: 684,472 shares; 2026Q1: 877,060 shares 877,060 $141M 0.15% +192,588 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: 528,505 shares; 2024Q4: 546,802 shares; 2025Q1: 545,081 shares; 2025Q2: 612,975 shares; 2025Q3: 654,568 shares; 2025Q4: 659,565 shares; 2026Q1: 663,680 shares 663,680 $140M 0.15% +4,115 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: 389,054 shares; 2024Q4: 345,145 shares; 2025Q1: 447,717 shares; 2025Q2: 547,209 shares; 2025Q3: 600,237 shares; 2025Q4: 633,411 shares; 2026Q1: 677,497 shares 677,497 $135M 0.14% +44,086 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,118,841 shares; 2024Q4: 1,125,455 shares; 2025Q1: 1,274,182 shares; 2025Q2: 1,418,921 shares; 2025Q3: 1,733,183 shares; 2025Q4: 2,626,206 shares; 2026Q1: 2,863,686 shares 2,863,686 $134M 0.14% +237,480 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: 437,748 shares; 2024Q4: 452,517 shares; 2025Q1: 467,032 shares; 2025Q2: 458,762 shares; 2025Q3: 460,373 shares; 2025Q4: 449,750 shares; 2026Q1: 472,906 shares 472,906 $134M 0.14% +23,156 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: 1,059,109 shares; 2024Q4: 1,041,554 shares; 2025Q1: 990,499 shares; 2025Q2: 995,308 shares; 2025Q3: 959,785 shares; 2025Q4: 930,170 shares; 2026Q1: 918,546 shares 918,546 $131M 0.14% -11,624 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: 1,959,986 shares; 2024Q4: 2,777,472 shares; 2025Q1: 2,927,533 shares; 2025Q2: 2,293,134 shares; 2025Q3: 2,455,649 shares; 2025Q4: 2,546,788 shares; 2026Q1: 2,622,261 shares 2,622,261 $131M 0.14% +75,473 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: 309,560 shares; 2024Q4: 314,754 shares; 2025Q1: 297,799 shares; 2025Q2: 328,686 shares; 2025Q3: 319,379 shares; 2025Q4: 316,096 shares; 2026Q1: 360,048 shares 360,048 $128M 0.14% +43,952 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: 1,272,371 shares; 2024Q4: 1,272,242 shares; 2025Q1: 1,317,224 shares; 2025Q2: 1,337,272 shares; 2025Q3: 1,318,918 shares; 2025Q4: 1,284,970 shares; 2026Q1: 1,304,989 shares 1,304,989 $127M 0.13% +20,019 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: 135,797 shares; 2024Q4: 226,287 shares; 2025Q1: 223,950 shares; 2025Q2: 223,353 shares; 2025Q3: 230,184 shares; 2025Q4: 224,520 shares; 2026Q1: 224,993 shares 224,993 $127M 0.13% +473 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: 1,130,258 shares; 2024Q4: 1,169,747 shares; 2025Q1: 989,765 shares; 2025Q2: 973,167 shares; 2025Q3: 929,833 shares; 2025Q4: 1,800,359 shares; 2026Q1: 2,010,195 shares 2,010,195 $123M 0.13% +209,836 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: 582,894 shares; 2024Q4: 622,065 shares; 2025Q1: 604,793 shares; 2025Q2: 501,310 shares; 2025Q3: 476,409 shares; 2025Q4: 397,200 shares; 2026Q1: 615,652 shares 615,652 $122M 0.13% +218,452 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: 501,525 shares; 2024Q4: 489,322 shares; 2025Q1: 482,003 shares; 2025Q2: 494,257 shares; 2025Q3: 491,429 shares; 2025Q4: 426,632 shares; 2026Q1: 380,176 shares 380,176 $122M 0.13% -46,456 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: 2,063,435 shares; 2024Q4: 1,901,514 shares; 2025Q1: 1,167,213 shares; 2025Q2: 1,342,559 shares; 2025Q3: 1,681,066 shares; 2025Q4: 1,683,846 shares; 2026Q1: 1,670,781 shares 1,670,781 $122M 0.13% -13,065 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 774,682 shares; 2024Q4: 775,620 shares; 2025Q1: 777,936 shares; 2025Q2: 777,035 shares; 2025Q3: 896,053 shares; 2025Q4: 1,471,846 shares; 2026Q1: 1,473,006 shares 1,473,006 $122M 0.13% +1,160 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: 463,703 shares; 2024Q4: 470,111 shares; 2025Q1: 712,570 shares; 2025Q2: 881,650 shares; 2025Q3: 856,285 shares; 2025Q4: 837,780 shares; 2026Q1: 835,188 shares 835,188 $121M 0.13% -2,592 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: 70,357 shares; 2024Q4: 72,005 shares; 2025Q1: 71,708 shares; 2025Q2: 69,058 shares; 2025Q3: 68,593 shares; 2025Q4: 65,702 shares; 2026Q1: 62,653 shares 62,653 $120M 0.13% -3,049 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,870 shares; 2024Q4: 59,650 shares; 2025Q1: 60,028 shares; 2025Q2: 1,663,787 shares; 2025Q3: 2,857,239 shares; 2025Q4: 2,977,348 shares; 2026Q1: 3,022,125 shares 3,022,125 $119M 0.13% +44,777 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,772 shares; 2024Q4: 105,638 shares; 2025Q1: 2,013,549 shares; 2025Q2: 2,190,121 shares; 2025Q3: 3,258,010 shares; 2025Q4: 3,338,936 shares; 2026Q1: 4,354,207 shares 4,354,207 $119M 0.13% +1,015,271 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,729,607 shares; 2024Q4: 2,804,636 shares; 2025Q1: 2,964,212 shares; 2025Q2: 3,206,368 shares; 2025Q3: 3,332,046 shares; 2025Q4: 2,015,678 shares; 2026Q1: 1,996,959 shares 1,996,959 $118M 0.13% -18,719 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: 310,278 shares; 2024Q4: 313,229 shares; 2025Q1: 308,661 shares; 2025Q2: 304,109 shares; 2025Q3: 320,850 shares; 2025Q4: 312,640 shares; 2026Q1: 318,216 shares 318,216 $118M 0.13% +5,576 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,318,042 shares; 2024Q4: 2,571,494 shares; 2025Q1: 2,357,417 shares; 2025Q2: 1,857,092 shares; 2025Q3: 2,086,118 shares; 2025Q4: 2,379,078 shares; 2026Q1: 2,340,291 shares 2,340,291 $118M 0.13% -38,787 Timeline SIXS EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,759,568 shares; 2024Q4: 1,839,107 shares; 2025Q1: 1,927,058 shares; 2025Q2: 2,005,043 shares; 2025Q3: 2,076,118 shares; 2025Q4: 2,136,447 shares; 2026Q1: 2,267,708 shares 2,267,708 $118M 0.13% +131,261 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 666,243 shares; 2025Q3: 1,157,184 shares; 2025Q4: 1,201,494 shares; 2026Q1: 1,242,810 shares 1,242,810 $118M 0.12% +41,316 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,339,074 shares; 2024Q4: 2,398,427 shares; 2025Q1: 2,536,876 shares; 2025Q2: 2,598,480 shares; 2025Q3: 3,127,052 shares; 2025Q4: 3,305,788 shares; 2026Q1: 2,973,960 shares 2,973,960 $117M 0.12% -331,828 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: 1,453,630 shares; 2024Q4: 1,439,247 shares; 2025Q1: 1,493,154 shares; 2025Q2: 1,489,562 shares; 2025Q3: 1,460,604 shares; 2025Q4: 1,444,921 shares; 2026Q1: 1,322,661 shares 1,322,661 $115M 0.12% -122,260 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,393 shares; 2024Q4: 45,980 shares; 2025Q1: 127,639 shares; 2025Q2: 294,196 shares; 2025Q3: 307,238 shares; 2025Q4: 384,040 shares; 2026Q1: 480,372 shares 480,372 $114M 0.12% +96,332 Timeline SPIB 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: 2,705,770 shares; 2024Q4: 2,883,324 shares; 2025Q1: 2,962,734 shares; 2025Q2: 2,980,448 shares; 2025Q3: 3,055,819 shares; 2025Q4: 3,260,768 shares; 2026Q1: 3,377,457 shares 3,377,457 $113M 0.12% +116,689 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,043,021 shares; 2024Q4: 2,042,795 shares; 2025Q1: 1,989,104 shares; 2025Q2: 1,895,203 shares; 2025Q3: 1,870,666 shares; 2025Q4: 1,848,642 shares; 2026Q1: 1,800,523 shares 1,800,523 $112M 0.12% -48,119 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: 1,885,957 shares; 2024Q4: 2,030,872 shares; 2025Q1: 2,045,989 shares; 2025Q2: 1,902,706 shares; 2025Q3: 1,994,135 shares; 2025Q4: 1,910,663 shares; 2026Q1: 1,902,776 shares 1,902,776 $111M 0.12% -7,887 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: 3,993,410 shares; 2024Q4: 4,161,326 shares; 2025Q1: 4,475,530 shares; 2025Q2: 3,684,937 shares; 2025Q3: 3,674,002 shares; 2025Q4: 3,760,186 shares; 2026Q1: 3,220,182 shares 3,220,182 $111M 0.12% -540,004 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: 382,247 shares; 2024Q4: 377,301 shares; 2025Q1: 364,409 shares; 2025Q2: 361,362 shares; 2025Q3: 353,830 shares; 2025Q4: 352,922 shares; 2026Q1: 374,178 shares 374,178 $111M 0.12% +21,256 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: 2,107,952 shares; 2024Q4: 2,241,533 shares; 2025Q1: 2,339,020 shares; 2025Q2: 2,298,556 shares; 2025Q3: 2,335,856 shares; 2025Q4: 2,273,156 shares; 2026Q1: 2,230,439 shares 2,230,439 $110M 0.12% -42,717 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: 1,867,515 shares; 2024Q4: 1,917,145 shares; 2025Q1: 2,307,173 shares; 2025Q2: 2,440,406 shares; 2025Q3: 2,514,013 shares; 2025Q4: 1,401,558 shares; 2026Q1: 2,936,779 shares 2,936,779 $109M 0.12% +1,535,221 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: 41,554 shares; 2024Q4: 39,898 shares; 2025Q1: 38,092 shares; 2025Q2: 36,013 shares; 2025Q3: 34,355 shares; 2025Q4: 32,898 shares; 2026Q1: 32,199 shares 32,199 $109M 0.12% -699 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: 1,799,981 shares; 2024Q4: 1,787,825 shares; 2025Q1: 2,048,597 shares; 2025Q2: 1,880,143 shares; 2025Q3: 1,826,720 shares; 2025Q4: 1,684,967 shares; 2026Q1: 1,726,111 shares 1,726,111 $108M 0.11% +41,144 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 741,682 shares; 2025Q1: 1,378,035 shares; 2025Q2: 1,522,124 shares; 2025Q3: 2,533,525 shares; 2025Q4: 2,592,739 shares; 2026Q1: 2,716,762 shares 2,716,762 $107M 0.11% +124,023 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309,506 shares; 2024Q4: 468,103 shares; 2025Q1: 791,125 shares; 2025Q2: 1,673,352 shares; 2025Q3: 1,765,078 shares; 2025Q4: 2,000,929 shares; 2026Q1: 2,087,531 shares 2,087,531 $104M 0.11% +86,602 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,454,892 shares; 2024Q4: 3,091,537 shares; 2025Q1: 3,186,597 shares; 2025Q2: 3,651,599 shares; 2025Q3: 3,812,953 shares; 2025Q4: 4,117,942 shares; 2026Q1: 4,491,138 shares 4,491,138 $104M 0.11% +373,196 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,267,282 shares; 2024Q4: 1,320,075 shares; 2025Q1: 1,518,752 shares; 2025Q2: 1,416,412 shares; 2025Q3: 1,407,827 shares; 2025Q4: 1,453,245 shares; 2026Q1: 1,524,251 shares 1,524,251 $104M 0.11% +71,006 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 626,950 shares; 2024Q4: 646,266 shares; 2025Q1: 674,089 shares; 2025Q2: 723,534 shares; 2025Q3: 744,052 shares; 2025Q4: 771,959 shares; 2026Q1: 820,018 shares 820,018 $104M 0.11% +48,059 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: 826,290 shares; 2024Q4: 800,000 shares; 2025Q1: 696,372 shares; 2025Q2: 733,123 shares; 2025Q3: 833,090 shares; 2025Q4: 1,747,893 shares; 2026Q1: 1,965,550 shares 1,965,550 $104M 0.11% +217,657 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: 1,093,882 shares; 2024Q4: 1,032,857 shares; 2025Q1: 998,923 shares; 2025Q2: 892,722 shares; 2025Q3: 932,120 shares; 2025Q4: 863,453 shares; 2026Q1: 1,047,509 shares 1,047,509 $103M 0.11% +184,056 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 896,235 shares; 2024Q4: 875,868 shares; 2025Q1: 958,902 shares; 2025Q2: 1,060,294 shares; 2025Q3: 1,256,324 shares; 2025Q4: 1,385,692 shares; 2026Q1: 1,785,339 shares 1,785,339 $102M 0.11% +399,647 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: 574,287 shares; 2024Q4: 575,545 shares; 2025Q1: 681,641 shares; 2025Q2: 683,919 shares; 2025Q3: 672,835 shares; 2025Q4: 657,580 shares; 2026Q1: 691,345 shares 691,345 $101M 0.11% +33,765 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: 581,498 shares; 2024Q4: 762,437 shares; 2025Q1: 775,715 shares; 2025Q2: 766,610 shares; 2025Q3: 781,109 shares; 2025Q4: 785,632 shares; 2026Q1: 760,236 shares 760,236 $99.5M 0.11% -25,396 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: 284,833 shares; 2024Q4: 272,459 shares; 2025Q1: 265,404 shares; 2025Q2: 262,694 shares; 2025Q3: 247,347 shares; 2025Q4: 238,004 shares; 2026Q1: 227,463 shares 227,463 $99.2M 0.11% -10,541 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: 1,091,766 shares; 2024Q4: 1,257,243 shares; 2025Q1: 932,128 shares; 2025Q2: 859,702 shares; 2025Q3: 743,991 shares; 2025Q4: 685,135 shares; 2026Q1: 751,655 shares 751,655 $99.2M 0.11% +66,520 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,053,800 shares; 2024Q4: 2,125,710 shares; 2025Q1: 2,103,785 shares; 2025Q2: 2,237,620 shares; 2025Q3: 2,205,863 shares; 2025Q4: 2,225,066 shares; 2026Q1: 2,139,011 shares 2,139,011 $98.9M 0.1% -86,055 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,599,852 shares; 2024Q4: 3,624,314 shares; 2025Q1: 3,048,760 shares; 2025Q2: 3,532,537 shares; 2025Q3: 3,975,414 shares; 2025Q4: 3,924,411 shares; 2026Q1: 10,808,003 shares 10,808,003 $98.7M 0.1% +6,883,592 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: 950,196 shares; 2024Q4: 986,456 shares; 2025Q1: 1,039,529 shares; 2025Q2: 997,554 shares; 2025Q3: 1,048,106 shares; 2025Q4: 1,063,232 shares; 2026Q1: 1,003,358 shares 1,003,358 $98.1M 0.1% -59,874 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: 463,376 shares; 2024Q4: 527,089 shares; 2025Q1: 2,232,823 shares; 2025Q2: 2,303,959 shares; 2025Q3: 2,467,317 shares; 2025Q4: 2,508,968 shares; 2026Q1: 2,514,144 shares 2,514,144 $98M 0.1% +5,176 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: 158,433 shares; 2024Q4: 208,051 shares; 2025Q1: 207,243 shares; 2025Q2: 264,201 shares; 2025Q3: 195,203 shares; 2025Q4: 200,450 shares; 2026Q1: 212,199 shares 212,199 $97.8M 0.1% +11,749 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 561,430 shares; 2024Q4: 576,906 shares; 2025Q1: 1,093,759 shares; 2025Q2: 1,898,344 shares; 2025Q3: 2,001,176 shares; 2025Q4: 2,136,241 shares; 2026Q1: 2,152,911 shares 2,152,911 $96.6M 0.1% +16,670 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 349,663 shares; 2024Q4: 355,175 shares; 2025Q1: 362,282 shares; 2025Q2: 367,504 shares; 2025Q3: 369,203 shares; 2025Q4: 354,660 shares; 2026Q1: 354,971 shares 354,971 $96.2M 0.1% +311 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,516,004 shares; 2024Q4: 1,610,727 shares; 2025Q1: 1,682,208 shares; 2025Q2: 1,647,281 shares; 2025Q3: 1,706,053 shares; 2025Q4: 1,769,948 shares; 2026Q1: 1,828,465 shares 1,828,465 $96.1M 0.1% +58,517 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,636,535 shares; 2024Q4: 1,698,370 shares; 2025Q1: 1,770,257 shares; 2025Q2: 1,702,184 shares; 2025Q3: 1,783,824 shares; 2025Q4: 1,887,749 shares; 2026Q1: 1,968,903 shares 1,968,903 $94.3M 0.1% +81,154 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 475,948 shares 475,948 $93.8M 0.1% new 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: 470,026 shares; 2024Q4: 529,015 shares; 2025Q1: 437,594 shares; 2025Q2: 421,786 shares; 2025Q3: 415,772 shares; 2025Q4: 393,741 shares; 2026Q1: 413,249 shares 413,249 $93.4M 0.1% +19,508 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 349,475 shares; 2024Q4: 366,120 shares; 2025Q1: 706,227 shares; 2025Q2: 697,393 shares; 2025Q3: 744,453 shares; 2025Q4: 1,454,146 shares; 2026Q1: 1,870,625 shares 1,870,625 $93.2M 0.1% +416,479 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: 468,053 shares; 2024Q4: 733,629 shares; 2025Q1: 747,919 shares; 2025Q2: 725,833 shares; 2025Q3: 762,475 shares; 2025Q4: 787,115 shares; 2026Q1: 841,986 shares 841,986 $92.4M 0.1% +54,871 Timeline GFLW VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,663,816 shares; 2025Q3: 3,180,029 shares; 2025Q4: 3,289,863 shares; 2026Q1: 3,498,933 shares 3,498,933 $92M 0.1% +209,070 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: 703,540 shares; 2024Q4: 773,248 shares; 2025Q1: 701,103 shares; 2025Q2: 695,834 shares; 2025Q3: 698,675 shares; 2025Q4: 713,188 shares; 2026Q1: 702,350 shares 702,350 $92M 0.1% -10,838 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: 453,842 shares; 2024Q4: 371,096 shares; 2025Q1: 368,755 shares; 2025Q2: 362,459 shares; 2025Q3: 390,561 shares; 2025Q4: 400,414 shares; 2026Q1: 450,320 shares 450,320 $91.6M 0.1% +49,906 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 355,244 shares; 2024Q4: 312,875 shares; 2025Q1: 362,103 shares; 2025Q2: 658,303 shares; 2025Q3: 672,240 shares; 2025Q4: 738,130 shares; 2026Q1: 899,725 shares 899,725 $90.6M 0.1% +161,595 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: 1,248,903 shares; 2024Q4: 1,210,073 shares; 2025Q1: 1,212,161 shares; 2025Q2: 1,192,520 shares; 2025Q3: 1,058,807 shares; 2025Q4: 1,133,303 shares; 2026Q1: 1,148,218 shares 1,148,218 $90.3M 0.1% +14,915 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 695,249 shares; 2024Q4: 1,706,590 shares; 2025Q1: 1,734,196 shares; 2025Q2: 1,764,120 shares; 2025Q3: 1,833,973 shares; 2025Q4: 1,890,734 shares; 2026Q1: 1,973,971 shares 1,973,971 $90.1M 0.1% +83,237 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: 144,343 shares; 2024Q4: 335,984 shares; 2025Q1: 335,135 shares; 2025Q2: 333,831 shares; 2025Q3: 333,779 shares; 2025Q4: 326,837 shares; 2026Q1: 330,241 shares 330,241 $89.9M 0.1% +3,404 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: 497,601 shares; 2024Q4: 520,977 shares; 2025Q1: 2,493,381 shares; 2025Q2: 1,660,349 shares; 2025Q3: 1,760,893 shares; 2025Q4: 1,803,336 shares; 2026Q1: 2,099,928 shares 2,099,928 $89.3M 0.09% +296,592 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: 606,015 shares; 2024Q4: 648,253 shares; 2025Q1: 697,916 shares; 2025Q2: 666,635 shares; 2025Q3: 2,529,267 shares; 2025Q4: 2,298,330 shares; 2026Q1: 7,046,645 shares 7,046,645 $89.2M 0.09% +4,748,315 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,951 shares; 2024Q4: 138,731 shares; 2025Q1: 68,712 shares; 2025Q2: 268,750 shares; 2025Q3: 66,246 shares; 2025Q4: 61,767 shares; 2026Q1: 1,789,175 shares 1,789,175 $89.2M 0.09% +1,727,408 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: 43,274 shares; 2024Q4: 37,173 shares; 2025Q1: 36,680 shares; 2025Q2: 48,102 shares; 2025Q3: 49,619 shares; 2025Q4: 48,097 shares; 2026Q1: 60,539 shares 60,539 $89.2M 0.09% +12,442 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: 550,461 shares; 2024Q4: 639,879 shares; 2025Q1: 824,747 shares; 2025Q2: 1,074,033 shares; 2025Q3: 1,325,838 shares; 2025Q4: 1,618,722 shares; 2026Q1: 1,759,740 shares 1,759,740 $87.6M 0.09% +141,018 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: 415,876 shares; 2024Q4: 705,246 shares; 2025Q1: 716,343 shares; 2025Q2: 659,155 shares; 2025Q3: 695,266 shares; 2025Q4: 696,463 shares; 2026Q1: 667,141 shares 667,141 $87.4M 0.09% -29,322 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: 242,862 shares; 2024Q4: 306,004 shares; 2025Q1: 314,426 shares; 2025Q2: 285,377 shares; 2025Q3: 287,145 shares; 2025Q4: 266,873 shares; 2026Q1: 298,980 shares 298,980 $86.9M 0.09% +32,107 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: 323,257 shares; 2024Q4: 320,314 shares; 2025Q1: 307,442 shares; 2025Q2: 301,845 shares; 2025Q3: 285,579 shares; 2025Q4: 300,889 shares; 2026Q1: 272,324 shares 272,324 $86.6M 0.09% -28,565 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: 85,751 shares; 2025Q1: 85,018 shares; 2025Q2: 82,021 shares; 2025Q3: 85,781 shares; 2025Q4: 86,286 shares; 2026Q1: 87,102 shares 87,102 $83.8M 0.09% +816 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: 247,424 shares; 2024Q4: 249,449 shares; 2025Q1: 202,432 shares; 2025Q2: 214,060 shares; 2025Q3: 221,443 shares; 2025Q4: 229,470 shares; 2026Q1: 226,497 shares 226,497 $83.2M 0.09% -2,973 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: 281,700 shares; 2024Q4: 287,025 shares; 2025Q1: 322,514 shares; 2025Q2: 338,104 shares; 2025Q3: 340,129 shares; 2025Q4: 337,484 shares; 2026Q1: 273,378 shares 273,378 $82.6M 0.09% -64,106 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: 500,307 shares; 2024Q4: 471,973 shares; 2025Q1: 477,762 shares; 2025Q2: 523,807 shares; 2025Q3: 571,791 shares; 2025Q4: 578,013 shares; 2026Q1: 594,703 shares 594,703 $82.3M 0.09% +16,690 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 468,272 shares; 2024Q4: 496,264 shares; 2025Q1: 499,414 shares; 2025Q2: 495,446 shares; 2025Q3: 536,086 shares; 2025Q4: 498,344 shares; 2026Q1: 491,329 shares 491,329 $81.4M 0.09% -7,015 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: 737,026 shares; 2024Q4: 2,217,242 shares; 2025Q1: 2,228,321 shares; 2025Q2: 2,628,787 shares; 2025Q3: 2,615,654 shares; 2025Q4: 2,657,036 shares; 2026Q1: 2,657,597 shares 2,657,597 $81.1M 0.09% +561 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: 1,217,483 shares; 2024Q4: 1,704,847 shares; 2025Q1: 2,077,037 shares; 2025Q2: 988,252 shares; 2025Q3: 1,029,786 shares; 2025Q4: 1,883,802 shares; 2026Q1: 1,565,684 shares 1,565,684 $80.5M 0.09% -318,118 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,477,287 shares; 2024Q4: 2,590,273 shares; 2025Q1: 2,615,155 shares; 2025Q2: 2,642,666 shares; 2025Q3: 2,597,497 shares; 2025Q4: 2,715,114 shares; 2026Q1: 2,760,091 shares 2,760,091 $80M 0.08% +44,977 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: 201,171 shares; 2024Q4: 286,937 shares; 2025Q1: 290,095 shares; 2025Q2: 279,801 shares; 2025Q3: 280,653 shares; 2025Q4: 282,091 shares; 2026Q1: 276,905 shares 276,905 $79.5M 0.08% -5,186 Timeline SCL STEPAN CO More: the full row for STEPAN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,510,542 shares; 2024Q4: 1,510,034 shares; 2025Q1: 1,510,845 shares; 2025Q2: 1,507,337 shares; 2025Q3: 1,599,083 shares; 2025Q4: 1,589,872 shares; 2026Q1: 1,590,065 shares 1,590,065 $79.5M 0.08% +193 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: 206,902 shares; 2024Q4: 265,069 shares; 2025Q1: 192,771 shares; 2025Q2: 196,567 shares; 2025Q3: 204,484 shares; 2025Q4: 218,415 shares; 2026Q1: 200,935 shares 200,935 $78.4M 0.08% -17,480 Timeline TBG 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: 1,495,778 shares; 2024Q4: 1,542,737 shares; 2025Q1: 1,590,149 shares; 2025Q2: 1,738,748 shares; 2025Q3: 2,122,465 shares; 2025Q4: 2,179,805 shares; 2026Q1: 2,250,319 shares 2,250,319 $78.4M 0.08% +70,514 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: 518,008 shares; 2025Q1: 473,305 shares; 2025Q2: 453,064 shares; 2025Q3: 441,757 shares; 2025Q4: 654,819 shares; 2026Q1: 637,342 shares 637,342 $78.3M 0.08% -17,477 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: 677,082 shares; 2024Q4: 669,578 shares; 2025Q1: 659,234 shares; 2025Q2: 663,611 shares; 2025Q3: 660,282 shares; 2025Q4: 629,217 shares; 2026Q1: 722,192 shares 722,192 $78.2M 0.08% +92,975 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,486 shares; 2024Q4: 144,743 shares; 2025Q1: 172,158 shares; 2025Q2: 153,283 shares; 2025Q3: 1,174,277 shares; 2025Q4: 1,171,950 shares; 2026Q1: 1,466,452 shares 1,466,452 $78M 0.08% +294,502 Timeline HEDG SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 2,324,312 shares; 2026Q1: 2,675,355 shares 2,675,355 $77.5M 0.08% +351,043 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,433,746 shares; 2024Q4: 2,413,532 shares; 2025Q1: 2,384,003 shares; 2025Q2: 2,305,687 shares; 2025Q3: 2,338,412 shares; 2025Q4: 2,337,241 shares; 2026Q1: 2,107,800 shares 2,107,800 $77.5M 0.08% -229,441 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: 747,399 shares; 2024Q4: 709,237 shares; 2025Q1: 674,249 shares; 2025Q2: 681,064 shares; 2025Q3: 619,929 shares; 2025Q4: 514,902 shares; 2026Q1: 526,922 shares 526,922 $77.3M 0.08% +12,020 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,241,079 shares; 2024Q4: 1,495,702 shares; 2025Q1: 1,616,155 shares; 2025Q2: 1,956,955 shares; 2025Q3: 2,104,739 shares; 2025Q4: 2,162,734 shares; 2026Q1: 2,161,041 shares 2,161,041 $77.2M 0.08% -1,693 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,085 shares; 2024Q4: 34,800 shares; 2025Q1: 34,671 shares; 2025Q2: 33,494 shares; 2025Q3: 47,788 shares; 2025Q4: 1,695,842 shares; 2026Q1: 1,000,480 shares 1,000,480 $76.4M 0.08% -695,362 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 471,611 shares; 2024Q4: 563,532 shares; 2025Q1: 609,052 shares; 2025Q2: 686,061 shares; 2025Q3: 744,075 shares; 2025Q4: 784,321 shares; 2026Q1: 804,663 shares 804,663 $75.8M 0.08% +20,342 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: 88,261 shares; 2024Q4: 82,718 shares; 2025Q1: 85,034 shares; 2025Q2: 88,195 shares; 2025Q3: 97,063 shares; 2025Q4: 482,830 shares; 2026Q1: 723,399 shares 723,399 $75.6M 0.08% +240,569 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: 1,044,444 shares; 2024Q4: 1,125,460 shares; 2025Q1: 1,088,149 shares; 2025Q2: 1,192,775 shares; 2025Q3: 1,204,723 shares; 2025Q4: 1,236,592 shares; 2026Q1: 1,327,260 shares 1,327,260 $75.4M 0.08% +90,668 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: 33,975 shares; 2024Q4: 72,408 shares; 2025Q1: 73,868 shares; 2025Q2: 74,028 shares; 2025Q3: 76,186 shares; 2025Q4: 78,367 shares; 2026Q1: 86,895 shares 86,895 $75.2M 0.08% +8,528 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: 350,881 shares; 2024Q4: 352,125 shares; 2025Q1: 349,626 shares; 2025Q2: 339,422 shares; 2025Q3: 408,649 shares; 2025Q4: 419,053 shares; 2026Q1: 393,672 shares 393,672 $74.6M 0.08% -25,381 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,456 shares; 2024Q4: 2,357 shares; 2025Q1: 2,153 shares; 2025Q2: 2,615 shares; 2025Q3: 2,920 shares; 2025Q4: 450,066 shares; 2026Q1: 580,532 shares 580,532 $74.5M 0.08% +130,466 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: 1,358,205 shares; 2024Q4: 1,420,548 shares; 2025Q1: 1,490,272 shares; 2025Q2: 1,440,685 shares; 2025Q3: 1,563,601 shares; 2025Q4: 1,689,226 shares; 2026Q1: 1,764,554 shares 1,764,554 $74.5M 0.08% +75,328 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,219,490 shares; 2024Q4: 2,849,470 shares; 2025Q1: 2,899,841 shares; 2025Q2: 2,772,131 shares; 2025Q3: 2,744,740 shares; 2025Q4: 2,611,610 shares; 2026Q1: 2,648,143 shares 2,648,143 $74.4M 0.08% +36,533 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 521,752 shares; 2024Q4: 522,876 shares; 2025Q1: 534,306 shares; 2025Q2: 536,973 shares; 2025Q3: 543,908 shares; 2025Q4: 570,290 shares; 2026Q1: 543,833 shares 543,833 $74M 0.08% -26,457 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,785 shares; 2024Q4: 142,422 shares; 2025Q1: 144,564 shares; 2025Q2: 142,715 shares; 2025Q3: 144,741 shares; 2025Q4: 146,878 shares; 2026Q1: 149,640 shares 149,640 $73.9M 0.08% +2,762 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: 1,505,773 shares; 2024Q4: 1,514,358 shares; 2025Q1: 1,725,781 shares; 2025Q2: 1,655,603 shares; 2025Q3: 1,750,124 shares; 2025Q4: 1,587,507 shares; 2026Q1: 1,083,892 shares 1,083,892 $73.9M 0.08% -503,615 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,830,718 shares; 2024Q4: 1,841,137 shares; 2025Q1: 1,825,391 shares; 2025Q2: 1,857,687 shares; 2025Q3: 1,880,046 shares; 2025Q4: 1,597,680 shares; 2026Q1: 1,566,495 shares 1,566,495 $73.7M 0.08% -31,185 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: 1,354,879 shares; 2024Q4: 1,306,646 shares; 2025Q1: 1,335,891 shares; 2025Q2: 1,314,505 shares; 2025Q3: 1,335,409 shares; 2025Q4: 1,247,688 shares; 2026Q1: 1,274,251 shares 1,274,251 $73.4M 0.08% +26,563 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,684,938 shares; 2024Q4: 1,712,911 shares; 2025Q1: 1,703,392 shares; 2025Q2: 1,719,879 shares; 2025Q3: 1,722,471 shares; 2025Q4: 1,680,582 shares; 2026Q1: 1,654,445 shares 1,654,445 $73.4M 0.08% -26,137 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 764,355 shares; 2024Q4: 671,598 shares; 2025Q1: 669,472 shares; 2025Q2: 601,356 shares; 2025Q3: 635,469 shares; 2025Q4: 707,465 shares; 2026Q1: 717,475 shares 717,475 $73.4M 0.08% +10,010 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: 970,040 shares; 2024Q4: 933,828 shares; 2025Q1: 909,750 shares; 2025Q2: 900,317 shares; 2025Q3: 850,689 shares; 2025Q4: 816,732 shares; 2026Q1: 857,336 shares 857,336 $73.1M 0.08% +40,604 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: 561,926 shares; 2024Q4: 580,196 shares; 2025Q1: 554,293 shares; 2025Q2: 566,920 shares; 2025Q3: 568,434 shares; 2025Q4: 571,921 shares; 2026Q1: 465,118 shares 465,118 $72.1M 0.08% -106,803 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: 98,624 shares; 2024Q4: 110,283 shares; 2025Q1: 131,277 shares; 2025Q2: 161,149 shares; 2025Q3: 167,946 shares; 2025Q4: 165,337 shares; 2026Q1: 130,761 shares 130,761 $71.8M 0.08% -34,576 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: 257,445 shares; 2024Q4: 294,455 shares; 2025Q1: 279,786 shares; 2025Q2: 322,519 shares; 2025Q3: 287,086 shares; 2025Q4: 226,313 shares; 2026Q1: 294,467 shares 294,467 $71.6M 0.08% +68,154 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 849,953 shares; 2024Q4: 819,119 shares; 2025Q1: 843,299 shares; 2025Q2: 841,875 shares; 2025Q3: 844,686 shares; 2025Q4: 1,440,912 shares; 2026Q1: 1,640,667 shares 1,640,667 $71.5M 0.08% +199,755 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: 182,450 shares; 2024Q4: 177,670 shares; 2025Q1: 179,384 shares; 2025Q2: 144,112 shares; 2025Q3: 146,255 shares; 2025Q4: 145,039 shares; 2026Q1: 145,001 shares 145,001 $71.3M 0.08% -38 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,016,507 shares; 2024Q4: 1,001,935 shares; 2025Q1: 971,997 shares; 2025Q2: 949,704 shares; 2025Q3: 967,318 shares; 2025Q4: 999,202 shares; 2026Q1: 996,253 shares 996,253 $70.9M 0.08% -2,949 Timeline LINE LINEAGE INC More: the full row for LINEAGE 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: 1,133,643 shares; 2025Q4: 687,649 shares; 2026Q1: 2,155,271 shares 2,155,271 $70.6M 0.07% +1,467,622 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: 626,845 shares; 2024Q4: 698,001 shares; 2025Q1: 1,929,590 shares; 2025Q2: 2,079,940 shares; 2025Q3: 2,122,727 shares; 2025Q4: 2,021,112 shares; 2026Q1: 2,072,908 shares 2,072,908 $70.2M 0.07% +51,796 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 811,951 shares; 2024Q4: 706,672 shares; 2025Q1: 931,956 shares; 2025Q2: 814,302 shares; 2025Q3: 754,961 shares; 2025Q4: 626,973 shares; 2026Q1: 808,615 shares 808,615 $70.1M 0.07% +181,642 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: 367,016 shares; 2024Q4: 392,336 shares; 2025Q1: 400,932 shares; 2025Q2: 411,425 shares; 2025Q3: 469,335 shares; 2025Q4: 453,038 shares; 2026Q1: 375,131 shares 375,131 $70M 0.07% -77,907 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: 268,701 shares; 2024Q4: 278,365 shares; 2025Q1: 295,248 shares; 2025Q2: 289,752 shares; 2025Q3: 300,788 shares; 2025Q4: 296,820 shares; 2026Q1: 304,711 shares 304,711 $70M 0.07% +7,891 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: 1,028,965 shares; 2024Q4: 923,866 shares; 2025Q1: 930,470 shares; 2025Q2: 1,157,465 shares; 2025Q3: 1,176,117 shares; 2025Q4: 1,125,039 shares; 2026Q1: 1,153,327 shares 1,153,327 $69.9M 0.07% +28,288 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: 537,467 shares; 2024Q4: 542,027 shares; 2025Q1: 497,305 shares; 2025Q2: 482,267 shares; 2025Q3: 487,954 shares; 2025Q4: 481,880 shares; 2026Q1: 479,126 shares 479,126 $69.9M 0.07% -2,754 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,026,493 shares; 2025Q3: 1,718,625 shares; 2025Q4: 1,936,748 shares; 2026Q1: 1,867,693 shares 1,867,693 $69.7M 0.07% -69,055 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 794,966 shares; 2024Q4: 674,362 shares; 2025Q1: 654,096 shares; 2025Q2: 543,780 shares; 2025Q3: 566,981 shares; 2025Q4: 605,243 shares; 2026Q1: 549,009 shares 549,009 $68.9M 0.07% -56,234 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: 71,844 shares; 2024Q4: 74,007 shares; 2025Q1: 67,568 shares; 2025Q2: 121,063 shares; 2025Q3: 299,504 shares; 2025Q4: 353,767 shares; 2026Q1: 376,966 shares 376,966 $68.8M 0.07% +23,199 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: 3,901,891 shares; 2024Q4: 4,119,723 shares; 2025Q1: 4,605,468 shares; 2025Q2: 4,940,958 shares; 2025Q3: 1,216,655 shares; 2025Q4: 1,167,199 shares; 2026Q1: 1,492,970 shares 1,492,970 $68.6M 0.07% +325,771 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,009,223 shares; 2024Q4: 1,973,465 shares; 2025Q1: 1,815,378 shares; 2025Q2: 1,850,030 shares; 2025Q3: 1,865,275 shares; 2025Q4: 1,833,770 shares; 2026Q1: 1,534,681 shares 1,534,681 $68.5M 0.07% -299,089 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900,416 shares; 2024Q4: 898,441 shares; 2025Q1: 873,178 shares; 2025Q2: 983,420 shares; 2025Q3: 1,021,928 shares; 2025Q4: 1,248,393 shares; 2026Q1: 1,381,502 shares 1,381,502 $67.6M 0.07% +133,109 Timeline USMF 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: 1,290,388 shares; 2024Q4: 1,288,412 shares; 2025Q1: 1,311,921 shares; 2025Q2: 1,319,821 shares; 2025Q3: 1,336,688 shares; 2025Q4: 1,351,735 shares; 2026Q1: 1,363,131 shares 1,363,131 $67.3M 0.07% +11,396 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: 747,545 shares; 2026Q1: 737,349 shares 737,349 $67.1M 0.07% -10,196 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: 240,429 shares; 2024Q4: 247,860 shares; 2025Q1: 699,097 shares; 2025Q2: 736,843 shares; 2025Q3: 788,502 shares; 2025Q4: 1,062,461 shares; 2026Q1: 1,325,577 shares 1,325,577 $67.1M 0.07% +263,116 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: 234,927 shares; 2024Q4: 259,290 shares; 2025Q1: 260,442 shares; 2025Q2: 250,745 shares; 2025Q3: 206,367 shares; 2025Q4: 199,500 shares; 2026Q1: 205,253 shares 205,253 $66.9M 0.07% +5,753 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: 560,567 shares; 2024Q4: 579,641 shares; 2025Q1: 856,206 shares; 2025Q2: 862,306 shares; 2025Q3: 875,951 shares; 2025Q4: 845,410 shares; 2026Q1: 845,989 shares 845,989 $66.3M 0.07% +579 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: 210,132 shares; 2024Q4: 205,335 shares; 2025Q1: 227,664 shares; 2025Q2: 342,420 shares; 2025Q3: 438,039 shares; 2025Q4: 422,850 shares; 2026Q1: 482,275 shares 482,275 $66.2M 0.07% +59,425 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,760,301 shares; 2024Q4: 1,805,964 shares; 2025Q1: 1,856,130 shares; 2025Q2: 1,652,547 shares; 2025Q3: 1,721,031 shares; 2025Q4: 1,755,275 shares; 2026Q1: 1,796,405 shares 1,796,405 $65.7M 0.07% +41,130 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: 739,768 shares; 2024Q4: 710,775 shares; 2025Q1: 690,846 shares; 2025Q2: 678,845 shares; 2025Q3: 673,550 shares; 2025Q4: 671,199 shares; 2026Q1: 701,950 shares 701,950 $65.1M 0.07% +30,751 Timeline RSPH 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: 2,211,464 shares; 2024Q4: 2,230,080 shares; 2025Q1: 2,418,528 shares; 2025Q2: 2,246,103 shares; 2025Q3: 2,267,935 shares; 2025Q4: 2,199,175 shares; 2026Q1: 2,135,924 shares 2,135,924 $64.5M 0.07% -63,251 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 635,560 shares; 2024Q4: 743,345 shares; 2025Q1: 816,832 shares; 2025Q2: 1,229,193 shares; 2025Q3: 905,411 shares; 2025Q4: 960,223 shares; 2026Q1: 1,004,470 shares 1,004,470 $64.2M 0.07% +44,247 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,195,896 shares; 2024Q4: 2,338,083 shares; 2025Q1: 2,545,950 shares; 2025Q2: 2,140,208 shares; 2025Q3: 2,379,046 shares; 2025Q4: 2,575,478 shares; 2026Q1: 2,694,868 shares 2,694,868 $63.7M 0.07% +119,390 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: 942,179 shares; 2024Q4: 1,400,539 shares; 2025Q1: 2,621,109 shares; 2025Q2: 2,856,335 shares; 2025Q3: 3,013,015 shares; 2025Q4: 2,447,058 shares; 2026Q1: 3,534,933 shares 3,534,933 $63.7M 0.07% +1,087,875 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: 360,435 shares; 2024Q4: 366,122 shares; 2025Q1: 375,924 shares; 2025Q2: 374,589 shares; 2025Q3: 389,331 shares; 2025Q4: 340,236 shares; 2026Q1: 350,516 shares 350,516 $63.6M 0.07% +10,280 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: 584,710 shares; 2024Q4: 661,180 shares; 2025Q1: 682,801 shares; 2025Q2: 974,423 shares; 2025Q3: 1,110,415 shares; 2025Q4: 1,132,693 shares; 2026Q1: 1,040,820 shares 1,040,820 $63.5M 0.07% -91,873 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,012,497 shares; 2024Q4: 2,171,536 shares; 2025Q1: 2,264,476 shares; 2025Q2: 2,226,611 shares; 2025Q3: 2,264,651 shares; 2025Q4: 2,294,749 shares; 2026Q1: 1,967,984 shares 1,967,984 $63.4M 0.07% -326,765 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: 250,705 shares; 2024Q4: 244,639 shares; 2025Q1: 194,905 shares; 2025Q2: 194,159 shares; 2025Q3: 191,242 shares; 2025Q4: 191,231 shares; 2026Q1: 182,892 shares 182,892 $62.8M 0.07% -8,339 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: 1,043,511 shares; 2024Q4: 1,563,204 shares; 2025Q1: 1,000,820 shares; 2025Q2: 1,082,412 shares; 2025Q3: 1,076,968 shares; 2025Q4: 1,068,293 shares; 2026Q1: 1,067,144 shares 1,067,144 $62.7M 0.07% -1,149 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,843 shares; 2024Q4: 26,608 shares; 2025Q1: 1,225,583 shares; 2025Q2: 1,459,228 shares; 2025Q3: 1,517,775 shares; 2025Q4: 1,709,182 shares; 2026Q1: 1,723,420 shares 1,723,420 $62.5M 0.07% +14,238 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: 96,360 shares; 2024Q4: 95,083 shares; 2025Q1: 70,634 shares; 2025Q2: 68,326 shares; 2025Q3: 71,180 shares; 2025Q4: 71,926 shares; 2026Q1: 69,716 shares 69,716 $62.5M 0.07% -2,210 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: 819,304 shares; 2024Q4: 1,628,542 shares; 2025Q1: 1,578,868 shares; 2025Q2: 1,543,576 shares; 2025Q3: 1,552,021 shares; 2025Q4: 1,536,338 shares; 2026Q1: 1,516,455 shares 1,516,455 $62.3M 0.07% -19,883 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: 59,521 shares; 2024Q4: 81,642 shares; 2025Q1: 81,098 shares; 2025Q2: 77,299 shares; 2025Q3: 78,439 shares; 2025Q4: 81,355 shares; 2026Q1: 91,083 shares 91,083 $62.1M 0.07% +9,728 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,033,263 shares; 2024Q4: 1,034,607 shares; 2025Q1: 1,047,645 shares; 2025Q2: 1,229,538 shares; 2025Q3: 1,198,422 shares; 2025Q4: 1,066,727 shares; 2026Q1: 1,149,791 shares 1,149,791 $62M 0.07% +83,064 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: 896,824 shares; 2024Q4: 876,859 shares; 2025Q1: 877,646 shares; 2025Q2: 1,069,365 shares; 2025Q3: 907,994 shares; 2025Q4: 876,992 shares; 2026Q1: 749,144 shares 749,144 $61.9M 0.07% -127,848 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,750,301 shares; 2024Q4: 2,905,210 shares; 2025Q1: 2,716,884 shares; 2025Q2: 2,895,983 shares; 2025Q3: 3,261,881 shares; 2025Q4: 3,300,695 shares; 2026Q1: 3,461,437 shares 3,461,437 $61.4M 0.07% +160,742 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: 226,540 shares; 2024Q4: 368,625 shares; 2025Q1: 368,763 shares; 2025Q2: 359,065 shares; 2025Q3: 363,528 shares; 2025Q4: 369,586 shares; 2026Q1: 336,509 shares 336,509 $61.3M 0.07% -33,077 Timeline SXQG EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,492,823 shares; 2024Q4: 1,555,539 shares; 2025Q1: 1,706,655 shares; 2025Q2: 1,867,209 shares; 2025Q3: 1,968,982 shares; 2025Q4: 1,998,489 shares; 2026Q1: 2,035,014 shares 2,035,014 $60.9M 0.06% +36,525 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,845 shares; 2024Q4: 85,400 shares; 2025Q1: 1,332,525 shares; 2025Q2: 1,224,431 shares; 2025Q3: 1,190,096 shares; 2025Q4: 1,228,854 shares; 2026Q1: 1,312,653 shares 1,312,653 $60.9M 0.06% +83,799 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: 452,837 shares; 2024Q4: 498,868 shares; 2025Q1: 473,418 shares; 2025Q2: 465,774 shares; 2025Q3: 463,217 shares; 2025Q4: 432,964 shares; 2026Q1: 439,441 shares 439,441 $60.8M 0.06% +6,477 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: 398,043 shares; 2024Q4: 391,209 shares; 2025Q1: 381,116 shares; 2025Q2: 371,439 shares; 2025Q3: 366,588 shares; 2025Q4: 379,374 shares; 2026Q1: 291,611 shares 291,611 $60.7M 0.06% -87,763 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,946 shares; 2024Q4: 105,584 shares; 2025Q1: 44,674 shares; 2025Q2: 102,425 shares; 2025Q3: 107,595 shares; 2025Q4: 137,244 shares; 2026Q1: 168,297 shares 168,297 $60.4M 0.06% +31,053 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,060,519 shares; 2024Q4: 2,141,838 shares; 2025Q1: 2,242,464 shares; 2025Q2: 2,290,978 shares; 2025Q3: 2,366,022 shares; 2025Q4: 2,420,156 shares; 2026Q1: 2,436,336 shares 2,436,336 $60.3M 0.06% +16,180 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: 206,899 shares; 2024Q4: 214,861 shares; 2025Q1: 282,016 shares; 2025Q2: 323,043 shares; 2025Q3: 323,060 shares; 2025Q4: 329,122 shares; 2026Q1: 326,802 shares 326,802 $60.2M 0.06% -2,320 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: 567,552 shares; 2024Q4: 598,831 shares; 2025Q1: 665,461 shares; 2025Q2: 470,722 shares; 2025Q3: 542,546 shares; 2025Q4: 240,448 shares; 2026Q1: 495,022 shares 495,022 $60M 0.06% +254,574 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,828,144 shares; 2024Q4: 1,875,746 shares; 2025Q1: 1,862,835 shares; 2025Q2: 2,152,120 shares; 2025Q3: 2,126,661 shares; 2025Q4: 2,028,225 shares; 2026Q1: 2,055,683 shares 2,055,683 $60M 0.06% +27,458 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 703,258 shares; 2024Q4: 837,896 shares; 2025Q1: 940,628 shares; 2025Q2: 1,046,064 shares; 2025Q3: 1,149,564 shares; 2025Q4: 1,210,171 shares; 2026Q1: 1,274,725 shares 1,274,725 $59.8M 0.06% +64,554 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: 356,781 shares; 2024Q4: 381,256 shares; 2025Q1: 424,984 shares; 2025Q2: 371,916 shares; 2025Q3: 388,201 shares; 2025Q4: 502,097 shares; 2026Q1: 503,966 shares 503,966 $59.7M 0.06% +1,869 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 416,306 shares; 2024Q4: 409,850 shares; 2025Q1: 992,131 shares; 2025Q2: 1,141,109 shares; 2025Q3: 1,209,499 shares; 2025Q4: 1,378,943 shares; 2026Q1: 1,390,066 shares 1,390,066 $59.2M 0.06% +11,123 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 788,703 shares; 2024Q4: 818,034 shares; 2025Q1: 852,607 shares; 2025Q2: 921,313 shares; 2025Q3: 1,338,794 shares; 2025Q4: 1,392,971 shares; 2026Q1: 1,458,851 shares 1,458,851 $59.1M 0.06% +65,880 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: 796,336 shares; 2024Q4: 790,563 shares; 2025Q1: 742,320 shares; 2025Q2: 732,489 shares; 2025Q3: 745,685 shares; 2025Q4: 723,048 shares; 2026Q1: 666,318 shares 666,318 $59.1M 0.06% -56,730 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: 646,817 shares; 2024Q4: 647,394 shares; 2025Q1: 660,627 shares; 2025Q2: 517,930 shares; 2025Q3: 456,197 shares; 2025Q4: 448,708 shares; 2026Q1: 433,734 shares 433,734 $59M 0.06% -14,974 Timeline INBX INHIBRX BIOSCIENCES INC More: the full row for INHIBRX BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,500 shares; 2024Q4: 781,752 shares; 2025Q1: 871,754 shares; 2025Q2: 871,759 shares; 2025Q3: 871,759 shares; 2025Q4: 870,507 shares; 2026Q1: 870,200 shares 870,200 $58.5M 0.06% -307 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: 352,356 shares; 2024Q4: 360,701 shares; 2025Q1: 359,575 shares; 2025Q2: 349,052 shares; 2025Q3: 370,114 shares; 2025Q4: 351,387 shares; 2026Q1: 358,556 shares 358,556 $58M 0.06% +7,169 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 570,194 shares; 2024Q4: 576,449 shares; 2025Q1: 581,668 shares; 2025Q2: 588,711 shares; 2025Q3: 593,580 shares; 2025Q4: 630,624 shares; 2026Q1: 736,647 shares 736,647 $57.9M 0.06% +106,023 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233,266 shares; 2024Q4: 336,052 shares; 2025Q1: 494,398 shares; 2025Q2: 909,967 shares; 2025Q3: 1,013,492 shares; 2025Q4: 1,132,335 shares; 2026Q1: 1,104,122 shares 1,104,122 $57.3M 0.06% -28,213 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 515,495 shares; 2024Q4: 1,539,547 shares; 2025Q1: 1,586,857 shares; 2025Q2: 1,690,904 shares; 2025Q3: 1,837,904 shares; 2025Q4: 1,937,060 shares; 2026Q1: 2,024,776 shares 2,024,776 $56.4M 0.06% +87,716 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: 118,847 shares; 2024Q4: 119,038 shares; 2025Q1: 130,911 shares; 2025Q2: 130,336 shares; 2025Q3: 130,266 shares; 2025Q4: 134,418 shares; 2026Q1: 134,645 shares 134,645 $56.1M 0.06% +227 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: 411,237 shares; 2024Q4: 441,142 shares; 2025Q1: 590,528 shares; 2025Q2: 1,074,765 shares; 2025Q3: 1,231,831 shares; 2025Q4: 747,057 shares; 2026Q1: 776,071 shares 776,071 $55.8M 0.06% +29,014 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 768,506 shares; 2024Q4: 772,967 shares; 2025Q1: 617,241 shares; 2025Q2: 604,739 shares; 2025Q3: 603,876 shares; 2025Q4: 578,478 shares; 2026Q1: 574,221 shares 574,221 $55.5M 0.06% -4,257 Timeline GPIQ 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: 66,975 shares; 2024Q4: 123,592 shares; 2025Q1: 231,588 shares; 2025Q2: 871,805 shares; 2025Q3: 907,458 shares; 2025Q4: 1,057,006 shares; 2026Q1: 1,111,955 shares 1,111,955 $55M 0.06% +54,949 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 810,652 shares; 2024Q4: 775,612 shares; 2025Q1: 731,912 shares; 2025Q2: 727,710 shares; 2025Q3: 707,588 shares; 2025Q4: 691,409 shares; 2026Q1: 701,254 shares 701,254 $55M 0.06% +9,845 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 416,935 shares; 2024Q4: 395,189 shares; 2025Q1: 419,395 shares; 2025Q2: 541,114 shares; 2025Q3: 577,682 shares; 2025Q4: 621,907 shares; 2026Q1: 657,329 shares 657,329 $54.9M 0.06% +35,422 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: 173,802 shares; 2024Q4: 176,532 shares; 2025Q1: 168,283 shares; 2025Q2: 166,739 shares; 2025Q3: 161,470 shares; 2025Q4: 162,568 shares; 2026Q1: 129,102 shares 129,102 $54.9M 0.06% -33,466 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 313,619 shares; 2024Q4: 362,856 shares; 2025Q1: 389,506 shares; 2025Q2: 401,789 shares; 2025Q3: 446,650 shares; 2025Q4: 474,523 shares; 2026Q1: 500,169 shares 500,169 $54.9M 0.06% +25,646 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 711,682 shares; 2024Q4: 766,344 shares; 2025Q1: 827,593 shares; 2025Q2: 902,048 shares; 2025Q3: 1,014,499 shares; 2025Q4: 1,064,474 shares; 2026Q1: 1,150,385 shares 1,150,385 $54.7M 0.06% +85,911 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: 3,642,620 shares; 2024Q4: 3,664,814 shares; 2025Q1: 3,047,345 shares; 2025Q2: 3,061,082 shares; 2025Q3: 3,108,300 shares; 2025Q4: 2,719,258 shares; 2026Q1: 2,818,232 shares 2,818,232 $54.4M 0.06% +98,974 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: 290,798 shares; 2024Q4: 301,542 shares; 2025Q1: 297,612 shares; 2025Q2: 287,222 shares; 2025Q3: 281,712 shares; 2025Q4: 270,043 shares; 2026Q1: 267,431 shares 267,431 $54.3M 0.06% -2,612 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: 531,177 shares; 2024Q4: 554,974 shares; 2025Q1: 562,451 shares; 2025Q2: 562,920 shares; 2025Q3: 580,518 shares; 2025Q4: 581,188 shares; 2026Q1: 538,870 shares 538,870 $54.2M 0.06% -42,318 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: 224,713 shares; 2024Q4: 222,310 shares; 2025Q1: 214,585 shares; 2025Q2: 190,142 shares; 2025Q3: 212,467 shares; 2025Q4: 210,434 shares; 2026Q1: 220,725 shares 220,725 $53.9M 0.06% +10,291 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: 282,853 shares; 2024Q4: 274,845 shares; 2025Q1: 274,016 shares; 2025Q2: 278,646 shares; 2025Q3: 255,552 shares; 2025Q4: 488,852 shares; 2026Q1: 489,277 shares 489,277 $53.3M 0.06% +425 Timeline GRID 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: 54,909 shares; 2024Q4: 58,346 shares; 2025Q1: 67,929 shares; 2025Q2: 82,040 shares; 2025Q3: 123,623 shares; 2025Q4: 308,378 shares; 2026Q1: 325,130 shares 325,130 $53.2M 0.06% +16,752 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: 329,721 shares; 2024Q4: 353,361 shares; 2025Q1: 361,901 shares; 2025Q2: 344,820 shares; 2025Q3: 364,057 shares; 2025Q4: 368,628 shares; 2026Q1: 365,965 shares 365,965 $53M 0.06% -2,663 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: 137,603 shares; 2024Q4: 170,462 shares; 2025Q1: 161,214 shares; 2025Q2: 205,148 shares; 2025Q3: 186,508 shares; 2025Q4: 175,683 shares; 2026Q1: 172,729 shares 172,729 $52.5M 0.06% -2,954 Timeline DFCA 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: 440,494 shares; 2024Q4: 608,450 shares; 2025Q1: 796,644 shares; 2025Q2: 844,422 shares; 2025Q3: 969,422 shares; 2025Q4: 1,014,703 shares; 2026Q1: 1,044,403 shares 1,044,403 $52.1M 0.06% +29,700 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: 361,772 shares; 2024Q4: 365,905 shares; 2025Q1: 356,737 shares; 2025Q2: 389,200 shares; 2025Q3: 405,974 shares; 2025Q4: 413,513 shares; 2026Q1: 415,335 shares 415,335 $52M 0.06% +1,822 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: 1,262,250 shares; 2024Q4: 2,616,584 shares; 2025Q1: 2,781,634 shares; 2025Q2: 2,888,753 shares; 2025Q3: 3,005,236 shares; 2025Q4: 1,844,907 shares; 2026Q1: 1,782,550 shares 1,782,550 $51.8M 0.06% -62,357 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: 615,911 shares; 2024Q4: 616,626 shares; 2025Q1: 607,322 shares; 2025Q2: 585,106 shares; 2025Q3: 580,137 shares; 2025Q4: 579,005 shares; 2026Q1: 517,400 shares 517,400 $51.7M 0.05% -61,605 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,426,601 shares; 2024Q4: 1,855,633 shares; 2025Q1: 1,925,231 shares; 2025Q2: 1,981,759 shares; 2025Q3: 2,146,797 shares; 2025Q4: 2,292,925 shares; 2026Q1: 2,357,358 shares 2,357,358 $51.6M 0.05% +64,433 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: 9,304 shares; 2024Q4: 10,754 shares; 2025Q1: 10,994 shares; 2025Q2: 10,700 shares; 2025Q3: 20,492 shares; 2025Q4: 23,594 shares; 2026Q1: 129,018 shares 129,018 $51.2M 0.05% +105,424 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473,586 shares; 2024Q4: 393,448 shares; 2025Q1: 383,373 shares; 2025Q2: 401,025 shares; 2025Q3: 360,983 shares; 2025Q4: 301,057 shares; 2026Q1: 534,295 shares 534,295 $51M 0.05% +233,238 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: 182,445 shares; 2024Q4: 295,612 shares; 2025Q1: 389,545 shares; 2025Q2: 586,686 shares; 2025Q3: 901,964 shares; 2025Q4: 858,078 shares; 2026Q1: 1,324,984 shares 1,324,984 $50.9M 0.05% +466,906 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: 222,551 shares; 2024Q4: 263,219 shares; 2025Q1: 230,081 shares; 2025Q2: 232,318 shares; 2025Q3: 233,263 shares; 2025Q4: 231,626 shares; 2026Q1: 239,378 shares 239,378 $50.8M 0.05% +7,752 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 946,151 shares; 2024Q4: 976,233 shares; 2025Q1: 901,646 shares; 2025Q2: 963,793 shares; 2025Q3: 1,058,698 shares; 2025Q4: 1,038,086 shares; 2026Q1: 1,049,517 shares 1,049,517 $50.7M 0.05% +11,431 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: 363,512 shares; 2024Q4: 390,496 shares; 2025Q1: 438,182 shares; 2025Q2: 398,083 shares; 2025Q3: 415,820 shares; 2025Q4: 423,207 shares; 2026Q1: 380,229 shares 380,229 $50.4M 0.05% -42,978 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: 301,337 shares; 2024Q4: 301,485 shares; 2025Q1: 298,992 shares; 2025Q2: 313,543 shares; 2025Q3: 329,839 shares; 2025Q4: 331,560 shares; 2026Q1: 331,481 shares 331,481 $50.2M 0.05% -79 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: 572,563 shares; 2024Q4: 557,731 shares; 2025Q1: 548,819 shares; 2025Q2: 521,531 shares; 2025Q3: 519,980 shares; 2025Q4: 519,226 shares; 2026Q1: 522,218 shares 522,218 $49.9M 0.05% +2,992 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 705,858 shares; 2025Q3: 1,167,581 shares; 2025Q4: 1,251,256 shares; 2026Q1: 1,204,327 shares 1,204,327 $49.9M 0.05% -46,929 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445,953 shares; 2024Q4: 386,181 shares; 2025Q1: 289,677 shares; 2025Q2: 749,392 shares; 2025Q3: 767,749 shares; 2025Q4: 778,232 shares; 2026Q1: 722,890 shares 722,890 $49.8M 0.05% -55,342 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: 483,033 shares; 2024Q4: 464,082 shares; 2025Q1: 506,047 shares; 2025Q2: 547,107 shares; 2025Q3: 563,677 shares; 2025Q4: 608,850 shares; 2026Q1: 626,996 shares 626,996 $49.7M 0.05% +18,146 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: 373,118 shares; 2024Q4: 384,516 shares; 2025Q1: 393,762 shares; 2025Q2: 467,346 shares; 2025Q3: 452,685 shares; 2025Q4: 323,020 shares; 2026Q1: 419,904 shares 419,904 $49.6M 0.05% +96,884 Timeline AIRR 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: 67,077 shares; 2024Q4: 235,386 shares; 2025Q1: 310,500 shares; 2025Q2: 287,453 shares; 2025Q3: 308,209 shares; 2025Q4: 304,332 shares; 2026Q1: 447,548 shares 447,548 $49.6M 0.05% +143,216 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,258 shares; 2024Q4: 204,612 shares; 2025Q1: 274,756 shares; 2025Q2: 348,240 shares; 2025Q3: 436,450 shares; 2025Q4: 492,718 shares; 2026Q1: 787,385 shares 787,385 $49.4M 0.05% +294,667 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: 502,252 shares; 2024Q4: 525,993 shares; 2025Q1: 503,853 shares; 2025Q2: 521,577 shares; 2025Q3: 522,195 shares; 2025Q4: 522,393 shares; 2026Q1: 507,219 shares 507,219 $49.3M 0.05% -15,174 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 925,321 shares; 2024Q4: 951,487 shares; 2025Q1: 419,997 shares; 2025Q2: 683,314 shares; 2025Q3: 723,647 shares; 2025Q4: 718,253 shares; 2026Q1: 898,421 shares 898,421 $49M 0.05% +180,168 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,773,453 shares; 2024Q4: 2,773,655 shares; 2025Q1: 2,774,189 shares; 2025Q2: 2,979,764 shares; 2025Q3: 2,676,694 shares; 2025Q4: 2,679,980 shares; 2026Q1: 2,678,790 shares 2,678,790 $48.8M 0.05% -1,190 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,603 shares; 2024Q4: 161,985 shares; 2025Q1: 229,387 shares; 2025Q2: 93,832 shares; 2025Q3: 668,288 shares; 2025Q4: 758,626 shares; 2026Q1: 837,820 shares 837,820 $48.7M 0.05% +79,194 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: 406,984 shares; 2024Q4: 394,255 shares; 2025Q1: 407,894 shares; 2025Q2: 411,503 shares; 2025Q3: 408,983 shares; 2025Q4: 399,979 shares; 2026Q1: 537,608 shares 537,608 $48.6M 0.05% +137,629 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: 76,356 shares; 2024Q4: 74,633 shares; 2025Q1: 74,378 shares; 2025Q2: 92,235 shares; 2025Q3: 94,048 shares; 2025Q4: 106,756 shares; 2026Q1: 104,169 shares 104,169 $48.3M 0.05% -2,587 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,725,473 shares; 2024Q4: 1,800,235 shares; 2025Q1: 1,993,652 shares; 2025Q2: 2,165,040 shares; 2025Q3: 2,342,321 shares; 2025Q4: 1,655,008 shares; 2026Q1: 2,799,801 shares 2,799,801 $48.2M 0.05% +1,144,793 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,519 shares; 2024Q4: 158,599 shares; 2025Q1: 159,909 shares; 2025Q2: 141,504 shares; 2025Q3: 168,949 shares; 2025Q4: 176,121 shares; 2026Q1: 168,665 shares 168,665 $47.9M 0.05% -7,456 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: 451,234 shares; 2024Q4: 461,889 shares; 2025Q1: 454,244 shares; 2025Q2: 413,842 shares; 2025Q3: 431,538 shares; 2025Q4: 424,260 shares; 2026Q1: 431,122 shares 431,122 $47.8M 0.05% +6,862 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: 32,231 shares; 2024Q4: 29,746 shares; 2025Q1: 30,208 shares; 2025Q2: 31,322 shares; 2025Q3: 31,631 shares; 2025Q4: 99,611 shares; 2026Q1: 100,065 shares 100,065 $47.5M 0.05% +454 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: 417,597 shares; 2024Q4: 442,451 shares; 2025Q1: 452,054 shares; 2025Q2: 464,890 shares; 2025Q3: 473,484 shares; 2025Q4: 483,238 shares; 2026Q1: 505,856 shares 505,856 $47.4M 0.05% +22,618 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 709,264 shares; 2024Q4: 796,395 shares; 2025Q1: 835,765 shares; 2025Q2: 899,076 shares; 2025Q3: 904,374 shares; 2025Q4: 840,622 shares; 2026Q1: 851,871 shares 851,871 $47.3M 0.05% +11,249 Timeline JPIB 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: 251,630 shares; 2024Q4: 254,596 shares; 2025Q1: 272,988 shares; 2025Q2: 274,348 shares; 2025Q3: 316,078 shares; 2025Q4: 866,906 shares; 2026Q1: 982,690 shares 982,690 $47M 0.05% +115,784 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: 1,158,262 shares; 2024Q4: 1,120,308 shares; 2025Q1: 1,065,867 shares; 2025Q2: 1,071,477 shares; 2025Q3: 1,031,823 shares; 2025Q4: 852,609 shares; 2026Q1: 832,618 shares 832,618 $46.9M 0.05% -19,991 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 626,374 shares; 2025Q1: 1,119,585 shares; 2025Q2: 1,164,996 shares; 2025Q3: 1,837,646 shares; 2025Q4: 2,021,817 shares; 2026Q1: 1,958,581 shares 1,958,581 $46.8M 0.05% -63,236 Timeline PSI 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: 7,795 shares; 2024Q4: 3,912 shares; 2025Q1: 4,409 shares; 2025Q2: 176,111 shares; 2025Q3: 177,802 shares; 2025Q4: 543,240 shares; 2026Q1: 491,790 shares 491,790 $46.4M 0.05% -51,450 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: 309,508 shares; 2024Q4: 324,302 shares; 2025Q1: 317,442 shares; 2025Q2: 315,843 shares; 2025Q3: 309,468 shares; 2025Q4: 306,448 shares; 2026Q1: 325,209 shares 325,209 $46M 0.05% +18,761 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,077,488 shares; 2024Q4: 1,287,571 shares; 2025Q1: 1,325,087 shares; 2025Q2: 1,341,072 shares; 2025Q3: 1,447,030 shares; 2025Q4: 1,525,809 shares; 2026Q1: 1,604,093 shares 1,604,093 $46M 0.05% +78,284 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: 231,377 shares; 2024Q4: 611,320 shares; 2025Q1: 853,717 shares; 2025Q2: 942,716 shares; 2025Q3: 736,900 shares; 2025Q4: 706,346 shares; 2026Q1: 1,377,850 shares 1,377,850 $45.7M 0.05% +671,504 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: 373,760 shares; 2024Q4: 375,115 shares; 2025Q1: 335,827 shares; 2025Q2: 308,602 shares; 2025Q3: 312,443 shares; 2025Q4: 310,894 shares; 2026Q1: 182,191 shares 182,191 $45.7M 0.05% -128,703 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 883,454 shares; 2024Q4: 836,872 shares; 2025Q1: 899,783 shares; 2025Q2: 971,062 shares; 2025Q3: 1,058,006 shares; 2025Q4: 1,101,440 shares; 2026Q1: 1,285,906 shares 1,285,906 $45.6M 0.05% +184,466 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: 33,025 shares; 2024Q4: 30,302 shares; 2025Q1: 31,273 shares; 2025Q2: 43,787 shares; 2025Q3: 45,731 shares; 2025Q4: 46,087 shares; 2026Q1: 58,925 shares 58,925 $45.5M 0.05% +12,838 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: 90,961 shares; 2024Q4: 109,902 shares; 2025Q1: 119,114 shares; 2025Q2: 141,163 shares; 2025Q3: 140,275 shares; 2025Q4: 143,594 shares; 2026Q1: 145,483 shares 145,483 $45.4M 0.05% +1,889 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,235,780 shares; 2024Q4: 1,309,592 shares; 2025Q1: 1,363,195 shares; 2025Q2: 1,411,918 shares; 2025Q3: 1,624,281 shares; 2025Q4: 1,810,935 shares; 2026Q1: 1,774,558 shares 1,774,558 $44.9M 0.05% -36,377 Timeline TXUE THORNBURG ETF TR More: the full row for THORNBURG ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,698 shares; 2025Q2: 317,140 shares; 2025Q3: 656,608 shares; 2025Q4: 1,135,695 shares; 2026Q1: 1,393,719 shares 1,393,719 $44.9M 0.05% +258,024 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 344,022 shares; 2024Q4: 366,922 shares; 2025Q1: 379,538 shares; 2025Q2: 526,015 shares; 2025Q3: 476,914 shares; 2025Q4: 496,911 shares; 2026Q1: 421,239 shares 421,239 $44.9M 0.05% -75,672 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: 311,582 shares; 2024Q4: 323,754 shares; 2025Q1: 333,113 shares; 2025Q2: 328,770 shares; 2025Q3: 336,849 shares; 2025Q4: 343,890 shares; 2026Q1: 258,243 shares 258,243 $44.8M 0.05% -85,647 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: 288,219 shares; 2024Q4: 311,900 shares; 2025Q1: 337,380 shares; 2025Q2: 340,770 shares; 2025Q3: 361,926 shares; 2025Q4: 405,523 shares; 2026Q1: 445,082 shares 445,082 $44.8M 0.05% +39,559 Timeline SMLF ISHARES 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: 3,120 shares; 2025Q1: 3,579 shares; 2025Q2: 15,215 shares; 2025Q3: 504,897 shares; 2025Q4: 562,143 shares; 2026Q1: 591,028 shares 591,028 $44.6M 0.05% +28,885 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 858,348 shares; 2024Q4: 834,629 shares; 2025Q1: 804,110 shares; 2025Q2: 799,605 shares; 2025Q3: 743,709 shares; 2025Q4: 703,183 shares; 2026Q1: 575,062 shares 575,062 $44.3M 0.05% -128,121 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: 445,145 shares; 2024Q4: 421,957 shares; 2025Q1: 503,280 shares; 2025Q2: 570,078 shares; 2025Q3: 596,433 shares; 2025Q4: 513,399 shares; 2026Q1: 481,476 shares 481,476 $44.2M 0.05% -31,923 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: 209,519 shares; 2024Q4: 210,107 shares; 2025Q1: 197,262 shares; 2025Q2: 320,957 shares; 2025Q3: 324,942 shares; 2025Q4: 339,459 shares; 2026Q1: 305,283 shares 305,283 $44.1M 0.05% -34,176 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: 1,880,534 shares; 2024Q4: 1,851,868 shares; 2025Q1: 2,472,865 shares; 2025Q2: 2,558,285 shares; 2025Q3: 2,574,341 shares; 2025Q4: 384,828 shares; 2026Q1: 678,801 shares 678,801 $44.1M 0.05% +293,973 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 413,793 shares; 2024Q4: 446,054 shares; 2025Q1: 485,726 shares; 2025Q2: 470,620 shares; 2025Q3: 439,855 shares; 2025Q4: 451,156 shares; 2026Q1: 548,424 shares 548,424 $43.9M 0.05% +97,268 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: 43,723 shares; 2024Q4: 51,264 shares; 2025Q1: 51,241 shares; 2025Q2: 53,116 shares; 2025Q3: 256,742 shares; 2025Q4: 340,951 shares; 2026Q1: 373,011 shares 373,011 $43.4M 0.05% +32,060 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,269,239 shares; 2024Q4: 1,395,420 shares; 2025Q1: 1,452,451 shares; 2025Q2: 1,496,784 shares; 2025Q3: 1,628,787 shares; 2025Q4: 1,771,313 shares; 2026Q1: 1,864,585 shares 1,864,585 $43.4M 0.05% +93,272 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: 326,372 shares; 2024Q4: 406,927 shares; 2025Q1: 390,490 shares; 2025Q2: 385,115 shares; 2025Q3: 369,748 shares; 2025Q4: 367,980 shares; 2026Q1: 363,167 shares 363,167 $43.1M 0.05% -4,813 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,636 shares; 2024Q4: 34,015 shares; 2025Q1: 31,444 shares; 2025Q2: 40,462 shares; 2025Q3: 37,089 shares; 2025Q4: 35,089 shares; 2026Q1: 33,951 shares 33,951 $42.8M 0.05% -1,138 Timeline BAB 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: 1,004,497 shares; 2024Q4: 1,163,960 shares; 2025Q1: 1,270,735 shares; 2025Q2: 1,319,358 shares; 2025Q3: 1,441,238 shares; 2025Q4: 1,510,212 shares; 2026Q1: 1,588,219 shares 1,588,219 $42.8M 0.05% +78,007 Timeline PAVE 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: 583,103 shares; 2024Q4: 568,946 shares; 2025Q1: 768,330 shares; 2025Q2: 741,270 shares; 2025Q3: 749,278 shares; 2025Q4: 784,502 shares; 2026Q1: 837,150 shares 837,150 $42.5M 0.05% +52,648 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: 1,928,416 shares; 2025Q1: 1,927,666 shares; 2025Q2: 1,931,316 shares; 2025Q3: 1,931,721 shares; 2025Q4: 1,929,479 shares; 2026Q1: 1,926,867 shares 1,926,867 $42.2M 0.04% -2,612 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: 829,130 shares; 2024Q4: 805,517 shares; 2025Q1: 796,551 shares; 2025Q2: 771,747 shares; 2025Q3: 821,879 shares; 2025Q4: 810,139 shares; 2026Q1: 809,117 shares 809,117 $42.1M 0.04% -1,022 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: 124,234 shares; 2024Q4: 156,519 shares; 2025Q1: 160,406 shares; 2025Q2: 169,178 shares; 2025Q3: 173,341 shares; 2025Q4: 175,484 shares; 2026Q1: 143,914 shares 143,914 $42M 0.04% -31,570 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: 1,308,481 shares; 2024Q4: 1,146,501 shares; 2025Q1: 1,188,940 shares; 2025Q2: 1,185,449 shares; 2025Q3: 1,231,845 shares; 2025Q4: 1,271,105 shares; 2026Q1: 1,243,200 shares 1,243,200 $41.7M 0.04% -27,905 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: 103,138 shares; 2024Q4: 98,315 shares; 2025Q1: 92,118 shares; 2025Q2: 89,462 shares; 2025Q3: 83,966 shares; 2025Q4: 80,146 shares; 2026Q1: 77,146 shares 77,146 $41.6M 0.04% -3,000 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 872,018 shares; 2024Q4: 942,501 shares; 2025Q1: 881,398 shares; 2025Q2: 807,103 shares; 2025Q3: 835,048 shares; 2025Q4: 752,637 shares; 2026Q1: 784,184 shares 784,184 $41.3M 0.04% +31,547 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 404,012 shares; 2024Q4: 999,722 shares; 2025Q1: 862,480 shares; 2025Q2: 838,215 shares; 2025Q3: 840,845 shares; 2025Q4: 809,819 shares; 2026Q1: 824,543 shares 824,543 $41.2M 0.04% +14,724 Timeline JHMB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 188,663 shares; 2025Q1: 989,588 shares; 2025Q2: 996,776 shares; 2025Q3: 1,030,323 shares; 2025Q4: 1,069,309 shares; 2026Q1: 1,849,845 shares 1,849,845 $40.7M 0.04% +780,536 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,048 shares; 2024Q4: 225,119 shares; 2025Q1: 243,019 shares; 2025Q2: 249,712 shares; 2025Q3: 249,984 shares; 2025Q4: 418,859 shares; 2026Q1: 441,013 shares 441,013 $40.7M 0.04% +22,154 Timeline JPME 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: 292,171 shares; 2024Q4: 292,701 shares; 2025Q1: 299,534 shares; 2025Q2: 294,604 shares; 2025Q3: 313,601 shares; 2025Q4: 338,574 shares; 2026Q1: 355,257 shares 355,257 $40.7M 0.04% +16,683 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,585 shares; 2024Q4: 12,756 shares; 2025Q1: 26,750 shares; 2025Q2: 28,972 shares; 2025Q3: 61,990 shares; 2025Q4: 182,535 shares; 2026Q1: 204,885 shares 204,885 $40.6M 0.04% +22,350 Timeline GRPM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 461,904 shares; 2026Q1: 343,176 shares 343,176 $40.6M 0.04% -118,728 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: 290,860 shares; 2024Q4: 235,353 shares; 2025Q1: 237,841 shares; 2025Q2: 242,660 shares; 2025Q3: 253,203 shares; 2025Q4: 251,375 shares; 2026Q1: 264,639 shares 264,639 $40.4M 0.04% +13,264 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: 164,600 shares; 2024Q4: 174,872 shares; 2025Q1: 174,082 shares; 2025Q2: 166,651 shares; 2025Q3: 167,273 shares; 2025Q4: 153,857 shares; 2026Q1: 155,140 shares 155,140 $40.4M 0.04% +1,283 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330,238 shares; 2024Q4: 268,333 shares; 2025Q1: 456,099 shares; 2025Q2: 490,576 shares; 2025Q3: 507,976 shares; 2025Q4: 992,281 shares; 2026Q1: 866,525 shares 866,525 $39.8M 0.04% -125,756 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,188,328 shares; 2024Q4: 1,207,345 shares; 2025Q1: 1,237,300 shares; 2025Q2: 1,179,049 shares; 2025Q3: 1,209,483 shares; 2025Q4: 1,210,864 shares; 2026Q1: 1,003,422 shares 1,003,422 $39.6M 0.04% -207,442 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: 9,439 shares; 2024Q4: 9,793 shares; 2025Q1: 7,645 shares; 2025Q2: 8,762 shares; 2025Q3: 9,184 shares; 2025Q4: 9,141 shares; 2026Q1: 9,314 shares 9,314 $39.2M 0.04% +173 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: 508,721 shares; 2024Q4: 507,143 shares; 2025Q1: 507,608 shares; 2025Q2: 498,441 shares; 2025Q3: 532,989 shares; 2025Q4: 580,332 shares; 2026Q1: 552,893 shares 552,893 $39.2M 0.04% -27,439 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 493,139 shares; 2024Q4: 489,861 shares; 2025Q1: 446,458 shares; 2025Q2: 454,601 shares; 2025Q3: 452,011 shares; 2025Q4: 486,297 shares; 2026Q1: 524,454 shares 524,454 $39M 0.04% +38,157 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,628 shares; 2024Q4: 150,220 shares; 2025Q1: 151,681 shares; 2025Q2: 120,371 shares; 2025Q3: 118,439 shares; 2025Q4: 115,601 shares; 2026Q1: 118,520 shares 118,520 $39M 0.04% +2,919 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,217 shares; 2024Q4: 148,007 shares; 2025Q1: 179,543 shares; 2025Q2: 189,059 shares; 2025Q3: 195,957 shares; 2025Q4: 174,700 shares; 2026Q1: 177,817 shares 177,817 $38.9M 0.04% +3,117 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: 953,812 shares; 2024Q4: 954,457 shares; 2025Q1: 963,930 shares; 2025Q2: 933,080 shares; 2025Q3: 1,001,267 shares; 2025Q4: 1,177,609 shares; 2026Q1: 1,143,842 shares 1,143,842 $38.9M 0.04% -33,767 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: 354,294 shares; 2024Q4: 379,243 shares; 2025Q1: 325,449 shares; 2025Q2: 358,135 shares; 2025Q3: 321,371 shares; 2025Q4: 315,793 shares; 2026Q1: 342,463 shares 342,463 $38.8M 0.04% +26,670 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: 218,981 shares; 2024Q4: 237,920 shares; 2025Q1: 234,487 shares; 2025Q2: 228,427 shares; 2025Q3: 256,145 shares; 2025Q4: 273,532 shares; 2026Q1: 307,132 shares 307,132 $38.8M 0.04% +33,600 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336,789 shares; 2024Q4: 363,966 shares; 2025Q1: 255,901 shares; 2025Q2: 206,599 shares; 2025Q3: 597,302 shares; 2025Q4: 630,919 shares; 2026Q1: 1,250,098 shares 1,250,098 $38.8M 0.04% +619,179 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 460,321 shares; 2024Q4: 456,572 shares; 2025Q1: 455,578 shares; 2025Q2: 389,704 shares; 2025Q3: 420,531 shares; 2025Q4: 419,789 shares; 2026Q1: 410,274 shares 410,274 $38.6M 0.04% -9,515 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: 129,090 shares; 2024Q4: 129,794 shares; 2025Q1: 127,697 shares; 2025Q2: 129,280 shares; 2025Q3: 118,624 shares; 2025Q4: 118,978 shares; 2026Q1: 122,026 shares 122,026 $38.3M 0.04% +3,048 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,277 shares; 2024Q4: 239,802 shares; 2025Q1: 231,157 shares; 2025Q2: 228,257 shares; 2025Q3: 220,220 shares; 2025Q4: 217,304 shares; 2026Q1: 187,521 shares 187,521 $38.2M 0.04% -29,783 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326,459 shares; 2024Q4: 287,811 shares; 2025Q1: 308,779 shares; 2025Q2: 339,758 shares; 2025Q3: 329,129 shares; 2025Q4: 375,598 shares; 2026Q1: 350,054 shares 350,054 $38.2M 0.04% -25,544 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 860,099 shares; 2024Q4: 773,904 shares; 2025Q1: 856,927 shares; 2025Q2: 863,850 shares; 2025Q3: 816,030 shares; 2025Q4: 1,384,810 shares; 2026Q1: 1,283,247 shares 1,283,247 $37.9M 0.04% -101,563 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,774 shares; 2024Q4: 97,720 shares; 2025Q1: 95,415 shares; 2025Q2: 93,102 shares; 2025Q3: 89,686 shares; 2025Q4: 94,101 shares; 2026Q1: 92,784 shares 92,784 $37.8M 0.04% -1,317 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,036 shares; 2024Q4: 165,911 shares; 2025Q1: 163,885 shares; 2025Q2: 162,712 shares; 2025Q3: 161,150 shares; 2025Q4: 156,488 shares; 2026Q1: 94,259 shares 94,259 $37.7M 0.04% -62,229 Timeline BBRE 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: 451,634 shares; 2024Q4: 449,665 shares; 2025Q1: 426,970 shares; 2025Q2: 543,236 shares; 2025Q3: 554,960 shares; 2025Q4: 551,572 shares; 2026Q1: 391,722 shares 391,722 $37.5M 0.04% -159,850 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: 105,227 shares; 2024Q4: 104,337 shares; 2025Q1: 78,009 shares; 2025Q2: 103,096 shares; 2025Q3: 139,285 shares; 2025Q4: 136,733 shares; 2026Q1: 249,263 shares 249,263 $37.5M 0.04% +112,530 Timeline XMMO 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: 25,446 shares; 2024Q4: 62,672 shares; 2025Q1: 20,746 shares; 2025Q2: 76,373 shares; 2025Q3: 55,484 shares; 2025Q4: 251,672 shares; 2026Q1: 258,043 shares 258,043 $37.4M 0.04% +6,371 Timeline EWZ 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: 153,930 shares; 2024Q4: 34,368 shares; 2025Q1: 27,487 shares; 2025Q2: 37,902 shares; 2025Q3: 49,422 shares; 2025Q4: 95,164 shares; 2026Q1: 968,043 shares 968,043 $37.2M 0.04% +872,879 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 513,780 shares; 2024Q4: 564,247 shares; 2025Q1: 657,462 shares; 2025Q2: 841,259 shares; 2025Q3: 870,254 shares; 2025Q4: 1,211,230 shares; 2026Q1: 1,773,629 shares 1,773,629 $37.1M 0.04% +562,399 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: 237,688 shares; 2024Q4: 228,141 shares; 2025Q1: 113,120 shares; 2025Q2: 127,545 shares; 2025Q3: 153,110 shares; 2025Q4: 130,281 shares; 2026Q1: 247,090 shares 247,090 $37.1M 0.04% +116,809 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: 394,423 shares; 2024Q4: 452,219 shares; 2025Q1: 499,521 shares; 2025Q2: 479,686 shares; 2025Q3: 514,214 shares; 2025Q4: 544,347 shares; 2026Q1: 591,218 shares 591,218 $36.5M 0.04% +46,871 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: 418,495 shares; 2024Q4: 470,436 shares; 2025Q1: 489,624 shares; 2025Q2: 448,903 shares; 2025Q3: 461,309 shares; 2025Q4: 412,339 shares; 2026Q1: 251,617 shares 251,617 $36.5M 0.04% -160,722 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: 87,591 shares; 2024Q4: 87,598 shares; 2025Q1: 94,069 shares; 2025Q2: 107,765 shares; 2025Q3: 129,059 shares; 2025Q4: 132,576 shares; 2026Q1: 130,549 shares 130,549 $36.5M 0.04% -2,027 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: 61,158 shares; 2024Q4: 61,226 shares; 2025Q1: 60,282 shares; 2025Q2: 60,455 shares; 2025Q3: 60,268 shares; 2025Q4: 49,262 shares; 2026Q1: 49,843 shares 49,843 $36.3M 0.04% +581 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 419,108 shares; 2024Q4: 440,844 shares; 2025Q1: 517,577 shares; 2025Q2: 523,311 shares; 2025Q3: 503,141 shares; 2025Q4: 491,376 shares; 2026Q1: 470,504 shares 470,504 $36.3M 0.04% -20,872 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: 407,348 shares; 2024Q4: 400,713 shares; 2025Q1: 376,081 shares; 2025Q2: 358,238 shares; 2025Q3: 397,747 shares; 2025Q4: 366,607 shares; 2026Q1: 383,653 shares 383,653 $36.1M 0.04% +17,046 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: 73,613 shares; 2024Q4: 88,983 shares; 2025Q1: 88,920 shares; 2025Q2: 89,353 shares; 2025Q3: 85,461 shares; 2025Q4: 83,229 shares; 2026Q1: 172,762 shares 172,762 $36M 0.04% +89,533 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,209 shares; 2024Q4: 25,143 shares; 2025Q1: 26,105 shares; 2025Q2: 25,604 shares; 2025Q3: 37,002 shares; 2025Q4: 242,042 shares; 2026Q1: 501,069 shares 501,069 $36M 0.04% +259,027 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: 158,593 shares; 2024Q4: 197,277 shares; 2025Q1: 237,016 shares; 2025Q2: 195,701 shares; 2025Q3: 205,196 shares; 2025Q4: 224,344 shares; 2026Q1: 218,277 shares 218,277 $35.8M 0.04% -6,067 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,018 shares; 2024Q4: 278,055 shares; 2025Q1: 281,585 shares; 2025Q2: 270,830 shares; 2025Q3: 270,922 shares; 2025Q4: 310,144 shares; 2026Q1: 324,094 shares 324,094 $35.8M 0.04% +13,950 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 410,014 shares; 2024Q4: 547,055 shares; 2025Q1: 683,386 shares; 2025Q2: 701,142 shares; 2025Q3: 590,577 shares; 2025Q4: 682,168 shares; 2026Q1: 387,442 shares 387,442 $35.5M 0.04% -294,726 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 882,644 shares; 2024Q4: 1,004,150 shares; 2025Q1: 1,022,058 shares; 2025Q2: 745,905 shares; 2025Q3: 752,617 shares; 2025Q4: 715,015 shares; 2026Q1: 1,039,577 shares 1,039,577 $35.4M 0.04% +324,562 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: 196,815 shares; 2024Q4: 205,185 shares; 2025Q1: 219,815 shares; 2025Q2: 245,750 shares; 2025Q3: 244,855 shares; 2025Q4: 202,684 shares; 2026Q1: 203,509 shares 203,509 $35.2M 0.04% +825 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,210 shares; 2024Q4: 109,337 shares; 2025Q1: 111,552 shares; 2025Q2: 117,588 shares; 2025Q3: 117,965 shares; 2025Q4: 118,976 shares; 2026Q1: 118,906 shares 118,906 $35.1M 0.04% -70 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,790 shares; 2024Q4: 115,380 shares; 2025Q1: 113,857 shares; 2025Q2: 109,265 shares; 2025Q3: 110,624 shares; 2025Q4: 106,491 shares; 2026Q1: 105,859 shares 105,859 $35M 0.04% -632 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: 118,279 shares; 2024Q4: 118,250 shares; 2025Q1: 103,586 shares; 2025Q2: 114,302 shares; 2025Q3: 109,745 shares; 2025Q4: 114,009 shares; 2026Q1: 116,651 shares 116,651 $34.9M 0.04% +2,642 Timeline DFEV 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: 988,144 shares; 2024Q4: 915,529 shares; 2025Q1: 908,089 shares; 2025Q2: 942,664 shares; 2025Q3: 938,826 shares; 2025Q4: 932,682 shares; 2026Q1: 954,524 shares 954,524 $34.2M 0.04% +21,842 Timeline PBD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,917,933 shares; 2026Q1: 1,899,787 shares 1,899,787 $34.1M 0.04% -18,146 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: 58,175 shares; 2024Q4: 62,319 shares; 2025Q1: 57,830 shares; 2025Q2: 57,936 shares; 2025Q3: 67,677 shares; 2025Q4: 67,952 shares; 2026Q1: 77,998 shares 77,998 $33.7M 0.04% +10,046 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,229 shares; 2024Q4: 104,763 shares; 2025Q1: 104,606 shares; 2025Q2: 103,236 shares; 2025Q3: 416,093 shares; 2025Q4: 470,538 shares; 2026Q1: 510,997 shares 510,997 $33.6M 0.04% +40,459 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,274,011 shares; 2024Q4: 780,499 shares; 2025Q1: 789,679 shares; 2025Q2: 784,566 shares; 2025Q3: 793,136 shares; 2025Q4: 875,074 shares; 2026Q1: 756,455 shares 756,455 $33.4M 0.04% -118,619 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: 180,328 shares; 2024Q4: 174,396 shares; 2025Q1: 177,025 shares; 2025Q2: 182,516 shares; 2025Q3: 185,449 shares; 2025Q4: 173,535 shares; 2026Q1: 193,323 shares 193,323 $33.4M 0.04% +19,788 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: 11,621 shares; 2024Q4: 10,516 shares; 2025Q1: 1,685,123 shares; 2025Q2: 1,681,781 shares; 2025Q3: 1,682,711 shares; 2025Q4: 1,199,921 shares; 2026Q1: 984,886 shares 984,886 $33.2M 0.04% -215,035 Timeline HUBG HUB GROUP INC More: the full row for HUB GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 786,901 shares; 2024Q4: 785,322 shares; 2025Q1: 862,893 shares; 2025Q2: 860,661 shares; 2025Q3: 829,400 shares; 2025Q4: 827,262 shares; 2026Q1: 919,908 shares 919,908 $33.2M 0.04% +92,646 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 409,504 shares; 2024Q4: 406,906 shares; 2025Q1: 410,696 shares; 2025Q2: 429,265 shares; 2025Q3: 523,132 shares; 2025Q4: 564,160 shares; 2026Q1: 558,811 shares 558,811 $33.1M 0.04% -5,349 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: 520,422 shares; 2024Q4: 630,625 shares; 2025Q1: 622,414 shares; 2025Q2: 636,720 shares; 2025Q3: 607,189 shares; 2025Q4: 612,618 shares; 2026Q1: 610,943 shares 610,943 $33.1M 0.04% -1,675 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,524,479 shares; 2024Q4: 1,290,038 shares; 2025Q1: 1,175,447 shares; 2025Q2: 1,164,926 shares; 2025Q3: 1,210,390 shares; 2025Q4: 1,249,750 shares; 2026Q1: 1,308,833 shares 1,308,833 $32.9M 0.03% +59,083 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: 93,121 shares; 2024Q4: 88,939 shares; 2025Q1: 112,614 shares; 2025Q2: 126,470 shares; 2025Q3: 132,493 shares; 2025Q4: 133,573 shares; 2026Q1: 127,826 shares 127,826 $32.9M 0.03% -5,747 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 535,306 shares; 2024Q4: 258,328 shares; 2025Q1: 250,001 shares; 2025Q2: 295,223 shares; 2025Q3: 380,571 shares; 2025Q4: 575,410 shares; 2026Q1: 625,140 shares 625,140 $32.6M 0.03% +49,730 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 690,512 shares; 2024Q4: 669,060 shares; 2025Q1: 666,447 shares; 2025Q2: 649,801 shares; 2025Q3: 626,428 shares; 2025Q4: 620,363 shares; 2026Q1: 614,073 shares 614,073 $32.4M 0.03% -6,290 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: 532,872 shares; 2024Q4: 510,444 shares; 2025Q1: 485,867 shares; 2025Q2: 477,999 shares; 2025Q3: 424,694 shares; 2025Q4: 396,827 shares; 2026Q1: 382,475 shares 382,475 $32.4M 0.03% -14,352 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 447,106 shares; 2025Q2: 490,517 shares; 2025Q3: 527,626 shares; 2025Q4: 550,196 shares; 2026Q1: 588,955 shares 588,955 $32.4M 0.03% +38,759 Timeline HYD 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: 102,976 shares; 2024Q4: 135,202 shares; 2025Q1: 100,747 shares; 2025Q2: 122,174 shares; 2025Q3: 327,370 shares; 2025Q4: 2,499,427 shares; 2026Q1: 640,644 shares 640,644 $32.1M 0.03% -1,858,783 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374,609 shares; 2024Q4: 375,006 shares; 2025Q1: 444,425 shares; 2025Q2: 452,038 shares; 2025Q3: 480,614 shares; 2025Q4: 494,957 shares; 2026Q1: 632,289 shares 632,289 $32.1M 0.03% +137,332 Timeline SPMO 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: 51,127 shares; 2024Q4: 57,587 shares; 2025Q1: 94,253 shares; 2025Q2: 170,465 shares; 2025Q3: 243,400 shares; 2025Q4: 282,662 shares; 2026Q1: 286,061 shares 286,061 $32.1M 0.03% +3,399 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: 40,708 shares; 2024Q4: 42,716 shares; 2025Q1: 50,650 shares; 2025Q2: 59,438 shares; 2025Q3: 106,147 shares; 2025Q4: 114,601 shares; 2026Q1: 127,810 shares 127,810 $32M 0.03% +13,209 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,434 shares; 2024Q4: 114,708 shares; 2025Q1: 114,073 shares; 2025Q2: 92,124 shares; 2025Q3: 71,358 shares; 2025Q4: 63,647 shares; 2026Q1: 61,178 shares 61,178 $32M 0.03% -2,469 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,113 shares; 2024Q4: 163,698 shares; 2025Q1: 222,485 shares; 2025Q2: 217,781 shares; 2025Q3: 215,702 shares; 2025Q4: 218,545 shares; 2026Q1: 218,629 shares 218,629 $31.9M 0.03% +84 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,105 shares; 2024Q4: 121,431 shares; 2025Q1: 120,105 shares; 2025Q2: 119,891 shares; 2025Q3: 116,649 shares; 2025Q4: 112,310 shares; 2026Q1: 116,162 shares 116,162 $31.9M 0.03% +3,852 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: 49,263 shares; 2024Q4: 47,705 shares; 2025Q1: 47,813 shares; 2025Q2: 58,283 shares; 2025Q3: 59,391 shares; 2025Q4: 59,965 shares; 2026Q1: 53,907 shares 53,907 $31.7M 0.03% -6,058 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,663 shares; 2025Q1: 13,422 shares; 2025Q2: 7,945 shares; 2025Q3: 313,359 shares; 2025Q4: 427,755 shares; 2026Q1: 455,303 shares 455,303 $31.6M 0.03% +27,548 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: 169,928 shares; 2024Q4: 179,534 shares; 2025Q1: 211,218 shares; 2025Q2: 226,774 shares; 2025Q3: 223,969 shares; 2025Q4: 221,952 shares; 2026Q1: 237,378 shares 237,378 $31.4M 0.03% +15,426 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 599,496 shares; 2024Q4: 600,772 shares; 2025Q1: 593,394 shares; 2025Q2: 584,428 shares; 2025Q3: 581,406 shares; 2025Q4: 567,022 shares; 2026Q1: 369,243 shares 369,243 $31.3M 0.03% -197,779 Timeline JGRO 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: 241,941 shares; 2024Q4: 230,868 shares; 2025Q1: 255,690 shares; 2025Q2: 268,109 shares; 2025Q3: 355,598 shares; 2025Q4: 358,263 shares; 2026Q1: 369,434 shares 369,434 $31.2M 0.03% +11,171 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,111 shares; 2024Q4: 178,544 shares; 2025Q1: 136,644 shares; 2025Q2: 142,694 shares; 2025Q3: 107,101 shares; 2025Q4: 97,164 shares; 2026Q1: 125,329 shares 125,329 $31.2M 0.03% +28,165 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237,220 shares; 2024Q4: 244,064 shares; 2025Q1: 237,394 shares; 2025Q2: 240,515 shares; 2025Q3: 332,205 shares; 2025Q4: 235,326 shares; 2026Q1: 242,677 shares 242,677 $31.1M 0.03% +7,351 Timeline DGS 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: 567,284 shares; 2024Q4: 535,826 shares; 2025Q1: 571,754 shares; 2025Q2: 507,801 shares; 2025Q3: 509,766 shares; 2025Q4: 510,981 shares; 2026Q1: 517,055 shares 517,055 $31.1M 0.03% +6,074 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: 1,732,275 shares; 2024Q4: 1,715,262 shares; 2025Q1: 1,680,650 shares; 2025Q2: 1,619,835 shares; 2025Q3: 1,552,679 shares; 2025Q4: 932,737 shares; 2026Q1: 1,081,289 shares 1,081,289 $31M 0.03% +148,552 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 157,102 shares; 2025Q4: 294,873 shares; 2026Q1: 565,325 shares 565,325 $31M 0.03% +270,452 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417,461 shares; 2024Q4: 409,817 shares; 2025Q1: 428,629 shares; 2025Q2: 382,305 shares; 2025Q3: 428,521 shares; 2025Q4: 551,679 shares; 2026Q1: 579,232 shares 579,232 $30.8M 0.03% +27,553 Timeline SLYG 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: 119,696 shares; 2024Q4: 115,624 shares; 2025Q1: 350,027 shares; 2025Q2: 365,093 shares; 2025Q3: 353,884 shares; 2025Q4: 327,165 shares; 2026Q1: 314,667 shares 314,667 $30.4M 0.03% -12,498 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,034 shares; 2024Q4: 161,353 shares; 2025Q1: 177,467 shares; 2025Q2: 177,586 shares; 2025Q3: 200,575 shares; 2025Q4: 207,714 shares; 2026Q1: 254,836 shares 254,836 $30.2M 0.03% +47,122 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 567,903 shares; 2024Q4: 657,541 shares; 2025Q1: 770,012 shares; 2025Q2: 747,083 shares; 2025Q3: 866,124 shares; 2025Q4: 797,035 shares; 2026Q1: 751,651 shares 751,651 $30.2M 0.03% -45,384 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,123 shares; 2024Q4: 553,929 shares; 2025Q1: 188,419 shares; 2025Q2: 2,209,963 shares; 2025Q3: 2,296,812 shares; 2025Q4: 2,326,173 shares; 2026Q1: 1,727,139 shares 1,727,139 $29.9M 0.03% -599,034 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233,982 shares; 2024Q4: 235,330 shares; 2025Q1: 214,772 shares; 2025Q2: 216,112 shares; 2025Q3: 207,976 shares; 2025Q4: 224,963 shares; 2026Q1: 267,549 shares 267,549 $29.8M 0.03% +42,586 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: 403,655 shares; 2024Q4: 393,133 shares; 2025Q1: 399,740 shares; 2025Q2: 427,464 shares; 2025Q3: 399,971 shares; 2025Q4: 387,689 shares; 2026Q1: 363,167 shares 363,167 $29.8M 0.03% -24,522 Timeline PKB 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: 457,352 shares; 2024Q4: 456,682 shares; 2025Q1: 6,930 shares; 2025Q2: 5,749 shares; 2025Q3: 13,864 shares; 2025Q4: 8,878 shares; 2026Q1: 304,260 shares 304,260 $29.7M 0.03% +295,382 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305,001 shares; 2024Q4: 575,813 shares; 2025Q1: 860,412 shares; 2025Q2: 1,018,616 shares; 2025Q3: 1,089,421 shares; 2025Q4: 1,091,578 shares; 2026Q1: 1,226,135 shares 1,226,135 $29.7M 0.03% +134,557 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: 100,517 shares; 2024Q4: 113,927 shares; 2025Q1: 235,412 shares; 2025Q2: 245,640 shares; 2025Q3: 244,539 shares; 2025Q4: 244,939 shares; 2026Q1: 254,176 shares 254,176 $29.4M 0.03% +9,237 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: 57,242 shares; 2024Q4: 48,586 shares; 2025Q1: 53,625 shares; 2025Q2: 56,347 shares; 2025Q3: 44,015 shares; 2025Q4: 47,559 shares; 2026Q1: 65,684 shares 65,684 $29.3M 0.03% +18,125 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: 179,246 shares; 2024Q4: 147,055 shares; 2025Q1: 141,140 shares; 2025Q2: 147,476 shares; 2025Q3: 131,823 shares; 2025Q4: 138,207 shares; 2026Q1: 118,335 shares 118,335 $29.2M 0.03% -19,872 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237,860 shares; 2024Q4: 239,735 shares; 2025Q1: 244,967 shares; 2025Q2: 244,870 shares; 2025Q3: 235,696 shares; 2025Q4: 237,638 shares; 2026Q1: 198,852 shares 198,852 $28.9M 0.03% -38,786 Timeline VRP 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: 854,864 shares; 2024Q4: 953,200 shares; 2025Q1: 1,020,941 shares; 2025Q2: 1,043,609 shares; 2025Q3: 1,148,437 shares; 2025Q4: 1,159,648 shares; 2026Q1: 1,190,638 shares 1,190,638 $28.6M 0.03% +30,990 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: 393,550 shares; 2024Q4: 399,713 shares; 2025Q1: 402,039 shares; 2025Q2: 392,520 shares; 2025Q3: 395,040 shares; 2025Q4: 392,327 shares; 2026Q1: 399,762 shares 399,762 $28.5M 0.03% +7,435 Timeline