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: 4,704,442 shares; 2024Q4: 4,690,525 shares; 2025Q1: 4,641,306 shares; 2025Q2: 4,594,242 shares; 2025Q3: 4,585,290 shares; 2025Q4: 4,708,902 shares; 2026Q1: 4,792,927 shares 4,792,927 $1.22B 3.01% +84,025 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: 1,684,682 shares; 2024Q4: 1,721,823 shares; 2025Q1: 1,553,407 shares; 2025Q2: 1,265,421 shares; 2025Q3: 1,198,993 shares; 2025Q4: 1,277,205 shares; 2026Q1: 1,412,900 shares 1,412,900 $923M 2.28% +135,695 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: 2,080,604 shares; 2024Q4: 2,096,211 shares; 2025Q1: 2,088,126 shares; 2025Q2: 2,109,500 shares; 2025Q3: 2,113,804 shares; 2025Q4: 2,109,055 shares; 2026Q1: 2,238,486 shares 2,238,486 $829M 2.05% +129,431 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: 4,337,621 shares; 2024Q4: 4,403,269 shares; 2025Q1: 4,338,240 shares; 2025Q2: 4,385,645 shares; 2025Q3: 4,500,474 shares; 2025Q4: 4,439,167 shares; 2026Q1: 4,477,669 shares 4,477,669 $781M 1.93% +38,502 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: 2,650,219 shares; 2024Q4: 2,573,172 shares; 2025Q1: 2,583,831 shares; 2025Q2: 2,797,050 shares; 2025Q3: 2,378,503 shares; 2025Q4: 4,443,817 shares; 2026Q1: 4,727,854 shares 4,727,854 $628M 1.56% +284,037 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: 2,556,515 shares; 2024Q4: 2,533,640 shares; 2025Q1: 2,536,411 shares; 2025Q2: 2,603,361 shares; 2025Q3: 2,636,276 shares; 2025Q4: 2,666,064 shares; 2026Q1: 2,749,966 shares 2,749,966 $573M 1.42% +83,902 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: 1,751,279 shares; 2024Q4: 1,702,896 shares; 2025Q1: 1,670,718 shares; 2025Q2: 1,763,860 shares; 2025Q3: 1,707,758 shares; 2025Q4: 1,665,724 shares; 2026Q1: 1,774,688 shares 1,774,688 $549M 1.36% +108,964 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: 1,793,267 shares; 2024Q4: 1,795,227 shares; 2025Q1: 1,734,927 shares; 2025Q2: 1,714,994 shares; 2025Q3: 1,702,375 shares; 2025Q4: 1,696,703 shares; 2026Q1: 1,778,198 shares 1,778,198 $523M 1.29% +81,495 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: 1,839,604 shares; 2024Q4: 1,836,600 shares; 2025Q1: 1,835,443 shares; 2025Q2: 1,846,349 shares; 2025Q3: 1,842,397 shares; 2025Q4: 1,768,928 shares; 2026Q1: 1,779,495 shares 1,779,495 $512M 1.27% +10,567 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: 805,554 shares; 2024Q4: 795,210 shares; 2025Q1: 838,553 shares; 2025Q2: 894,107 shares; 2025Q3: 912,369 shares; 2025Q4: 841,143 shares; 2026Q1: 850,685 shares 850,685 $491M 1.22% +9,542 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: 7,624,892 shares; 2024Q4: 9,641,304 shares; 2025Q1: 9,377,886 shares; 2025Q2: 7,367,505 shares; 2025Q3: 7,362,536 shares; 2025Q4: 9,174,890 shares; 2026Q1: 9,254,845 shares 9,254,845 $457M 1.13% +79,955 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: 2,776,609 shares; 2024Q4: 2,695,869 shares; 2025Q1: 2,531,090 shares; 2025Q2: 3,619,986 shares; 2025Q3: 3,448,433 shares; 2025Q4: 3,350,960 shares; 2026Q1: 3,711,386 shares 3,711,386 $411M 1.02% +360,426 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,687,022 shares; 2024Q4: 8,513,173 shares; 2025Q1: 8,629,011 shares; 2025Q2: 8,284,516 shares; 2025Q3: 7,287,331 shares; 2025Q4: 7,094,873 shares; 2026Q1: 7,713,487 shares 7,713,487 $356M 0.88% +618,614 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: 3,174,250 shares; 2024Q4: 3,433,937 shares; 2025Q1: 3,452,734 shares; 2025Q2: 3,289,584 shares; 2025Q3: 2,575,061 shares; 2025Q4: 2,379,303 shares; 2026Q1: 2,361,183 shares 2,361,183 $346M 0.86% -18,120 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: 1,171,972 shares; 2024Q4: 1,292,787 shares; 2025Q1: 1,343,140 shares; 2025Q2: 1,293,106 shares; 2025Q3: 1,321,032 shares; 2025Q4: 1,290,590 shares; 2026Q1: 1,366,010 shares 1,366,010 $334M 0.83% +75,420 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: 412,046 shares; 2024Q4: 412,799 shares; 2025Q1: 444,177 shares; 2025Q2: 458,527 shares; 2025Q3: 472,689 shares; 2025Q4: 532,903 shares; 2026Q1: 550,613 shares 550,613 $315M 0.78% +17,710 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: 5,949,431 shares; 2024Q4: 4,351,359 shares; 2025Q1: 4,031,790 shares; 2025Q2: 4,193,154 shares; 2025Q3: 4,046,680 shares; 2025Q4: 4,038,583 shares; 2026Q1: 4,019,221 shares 4,019,221 $302M 0.75% -19,362 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,374,208 shares; 2024Q4: 2,388,709 shares; 2025Q1: 2,332,398 shares; 2025Q2: 2,281,526 shares; 2025Q3: 2,323,142 shares; 2025Q4: 2,347,948 shares; 2026Q1: 2,416,580 shares 2,416,580 $300M 0.74% +68,632 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: 1,785,400 shares; 2024Q4: 1,804,471 shares; 2025Q1: 1,824,424 shares; 2025Q2: 1,837,197 shares; 2025Q3: 1,852,559 shares; 2025Q4: 1,913,439 shares; 2026Q1: 1,949,873 shares 1,949,873 $289M 0.71% +36,434 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: 653,516 shares; 2024Q4: 668,923 shares; 2025Q1: 921,530 shares; 2025Q2: 1,006,406 shares; 2025Q3: 1,065,301 shares; 2025Q4: 1,470,999 shares; 2026Q1: 1,349,230 shares 1,349,230 $285M 0.71% -121,769 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,364,194 shares; 2024Q4: 2,306,387 shares; 2025Q1: 2,377,360 shares; 2025Q2: 2,244,255 shares; 2025Q3: 2,151,752 shares; 2025Q4: 2,204,622 shares; 2026Q1: 2,416,574 shares 2,416,574 $273M 0.68% +211,952 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: 931,310 shares; 2024Q4: 956,556 shares; 2025Q1: 927,724 shares; 2025Q2: 938,929 shares; 2025Q3: 960,158 shares; 2025Q4: 1,082,861 shares; 2026Q1: 1,207,278 shares 1,207,278 $263M 0.65% +124,417 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: 282,040 shares; 2024Q4: 297,377 shares; 2025Q1: 292,904 shares; 2025Q2: 321,282 shares; 2025Q3: 309,267 shares; 2025Q4: 271,679 shares; 2026Q1: 285,246 shares 285,246 $262M 0.65% +13,567 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: 1,432,781 shares; 2024Q4: 1,494,482 shares; 2025Q1: 1,562,382 shares; 2025Q2: 1,588,632 shares; 2025Q3: 1,618,022 shares; 2025Q4: 1,607,565 shares; 2026Q1: 1,539,743 shares 1,539,743 $261M 0.65% -67,822 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: 1,183,499 shares; 2024Q4: 1,203,001 shares; 2025Q1: 1,210,698 shares; 2025Q2: 1,205,961 shares; 2025Q3: 1,236,003 shares; 2025Q4: 1,171,663 shares; 2026Q1: 1,251,102 shares 1,251,102 $259M 0.64% +79,439 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: 2,614,128 shares; 2024Q4: 2,873,566 shares; 2025Q1: 2,820,605 shares; 2025Q2: 2,722,208 shares; 2025Q3: 2,854,844 shares; 2025Q4: 3,012,343 shares; 2026Q1: 3,138,094 shares 3,138,094 $257M 0.64% +125,751 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: 498,955 shares; 2024Q4: 504,792 shares; 2025Q1: 485,341 shares; 2025Q2: 486,912 shares; 2025Q3: 501,040 shares; 2025Q4: 497,202 shares; 2026Q1: 528,679 shares 528,679 $253M 0.63% +31,477 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: 1,226,704 shares; 2024Q4: 1,284,419 shares; 2025Q1: 1,810,446 shares; 2025Q2: 2,668,147 shares; 2025Q3: 3,196,286 shares; 2025Q4: 3,901,270 shares; 2026Q1: 3,605,987 shares 3,605,987 $252M 0.62% -295,283 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: 826,848 shares; 2024Q4: 830,497 shares; 2025Q1: 815,103 shares; 2025Q2: 770,484 shares; 2025Q3: 789,297 shares; 2025Q4: 794,918 shares; 2026Q1: 827,943 shares 827,943 $250M 0.62% +33,025 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: 3,578,121 shares; 2024Q4: 3,717,977 shares; 2025Q1: 3,774,434 shares; 2025Q2: 4,026,678 shares; 2025Q3: 4,708,787 shares; 2025Q4: 4,787,660 shares; 2026Q1: 4,219,236 shares 4,219,236 $245M 0.61% -568,424 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: 318,161 shares; 2024Q4: 382,679 shares; 2025Q1: 385,093 shares; 2025Q2: 395,465 shares; 2025Q3: 395,016 shares; 2025Q4: 395,782 shares; 2026Q1: 386,585 shares 386,585 $231M 0.57% -9,197 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: 3,728,355 shares; 2024Q4: 3,766,943 shares; 2025Q1: 3,657,305 shares; 2025Q2: 3,611,618 shares; 2025Q3: 3,599,964 shares; 2025Q4: 3,579,131 shares; 2026Q1: 3,460,078 shares 3,460,078 $222M 0.55% -119,053 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,929,728 shares; 2024Q4: 1,846,556 shares; 2025Q1: 1,811,665 shares; 2025Q2: 1,570,032 shares; 2025Q3: 1,786,726 shares; 2025Q4: 1,885,917 shares; 2026Q1: 1,844,787 shares 1,844,787 $219M 0.54% -41,130 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: not reported; 2024Q4: 1,230,491 shares; 2025Q1: 1,227,046 shares; 2025Q2: 1,489,280 shares; 2025Q3: 1,433,727 shares; 2025Q4: 1,519,248 shares; 2026Q1: 2,365,635 shares 2,365,635 $214M 0.53% +846,387 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: 260,764 shares; 2024Q4: 253,537 shares; 2025Q1: 255,575 shares; 2025Q2: 245,376 shares; 2025Q3: 242,597 shares; 2025Q4: 246,551 shares; 2026Q1: 289,401 shares 289,401 $205M 0.51% +42,850 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: 1,866,984 shares; 2024Q4: 1,902,509 shares; 2025Q1: 1,887,396 shares; 2025Q2: 1,844,405 shares; 2025Q3: 1,851,047 shares; 2025Q4: 1,812,552 shares; 2026Q1: 1,679,664 shares 1,679,664 $202M 0.5% -132,888 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: 2,937,385 shares; 2024Q4: 3,157,576 shares; 2025Q1: 2,441,832 shares; 2025Q2: 3,343,833 shares; 2025Q3: 3,105,752 shares; 2025Q4: 2,701,166 shares; 2026Q1: 2,699,024 shares 2,699,024 $201M 0.5% -2,142 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: 802,915 shares; 2024Q4: 964,013 shares; 2025Q1: 789,955 shares; 2025Q2: 684,007 shares; 2025Q3: 778,971 shares; 2025Q4: 1,555,996 shares; 2026Q1: 1,604,971 shares 1,604,971 $200M 0.49% +48,975 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: not reported; 2024Q4: 1,749,942 shares; 2025Q1: 1,615,754 shares; 2025Q2: 1,634,511 shares; 2025Q3: 1,610,070 shares; 2025Q4: 1,583,087 shares; 2026Q1: 1,803,853 shares 1,803,853 $198M 0.49% +220,766 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: 242,984 shares; 2024Q4: 249,353 shares; 2025Q1: 250,036 shares; 2025Q2: 246,010 shares; 2025Q3: 269,737 shares; 2025Q4: 277,215 shares; 2026Q1: 280,153 shares 280,153 $195M 0.48% +2,938 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: 1,528,944 shares; 2024Q4: 1,507,181 shares; 2025Q1: 1,461,932 shares; 2025Q2: 1,538,315 shares; 2025Q3: 1,595,114 shares; 2025Q4: 1,583,824 shares; 2026Q1: 2,002,772 shares 2,002,772 $186M 0.46% +418,948 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: 424,499 shares; 2024Q4: 431,407 shares; 2025Q1: 436,176 shares; 2025Q2: 434,933 shares; 2025Q3: 435,948 shares; 2025Q4: 451,541 shares; 2026Q1: 529,032 shares 529,032 $174M 0.43% +77,491 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: 1,788,249 shares; 2024Q4: 1,756,530 shares; 2025Q1: 1,744,862 shares; 2025Q2: 1,862,278 shares; 2025Q3: 1,918,891 shares; 2025Q4: 1,923,539 shares; 2026Q1: 2,181,466 shares 2,181,466 $169M 0.42% +257,927 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: 1,650,938 shares; 2024Q4: 1,928,429 shares; 2025Q1: 2,247,634 shares; 2025Q2: 2,432,881 shares; 2025Q3: 2,656,839 shares; 2025Q4: 2,799,557 shares; 2026Q1: 3,568,823 shares 3,568,823 $168M 0.42% +769,266 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: 638,535 shares; 2024Q4: 626,101 shares; 2025Q1: 594,722 shares; 2025Q2: 603,210 shares; 2025Q3: 599,573 shares; 2025Q4: 568,548 shares; 2026Q1: 688,918 shares 688,918 $167M 0.41% +120,370 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: 1,424,905 shares; 2024Q4: 1,471,387 shares; 2025Q1: 1,548,765 shares; 2025Q2: 1,568,643 shares; 2025Q3: 1,349,891 shares; 2025Q4: 846,687 shares; 2026Q1: 865,213 shares 865,213 $166M 0.41% +18,526 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: 994,156 shares; 2024Q4: 950,972 shares; 2025Q1: 975,858 shares; 2025Q2: 1,049,299 shares; 2025Q3: 1,059,977 shares; 2025Q4: 1,046,631 shares; 2026Q1: 1,122,903 shares 1,122,903 $162M 0.4% +76,272 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: 1,750,963 shares; 2024Q4: 1,741,619 shares; 2025Q1: 1,606,301 shares; 2025Q2: 1,595,820 shares; 2025Q3: 1,633,236 shares; 2025Q4: 1,657,907 shares; 2026Q1: 1,718,133 shares 1,718,133 $161M 0.4% +60,226 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: 648,726 shares; 2024Q4: 625,308 shares; 2025Q1: 604,066 shares; 2025Q2: 795,087 shares; 2025Q3: 734,169 shares; 2025Q4: 695,867 shares; 2026Q1: 830,928 shares 830,928 $159M 0.39% +135,061 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: 2,566,131 shares; 2024Q4: 2,459,323 shares; 2025Q1: 2,477,365 shares; 2025Q2: 2,600,663 shares; 2025Q3: 2,656,498 shares; 2025Q4: 2,692,604 shares; 2026Q1: 2,800,288 shares 2,800,288 $159M 0.39% +107,684 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: 1,542,079 shares; 2024Q4: 275,493 shares; 2025Q1: 217,513 shares; 2025Q2: 213,961 shares; 2025Q3: 1,530,438 shares; 2025Q4: 3,022,842 shares; 2026Q1: 3,431,828 shares 3,431,828 $157M 0.39% +408,986 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,234,777 shares; 2024Q4: 2,145,165 shares; 2025Q1: 2,275,582 shares; 2025Q2: 2,221,819 shares; 2025Q3: 2,269,556 shares; 2025Q4: 2,361,902 shares; 2026Q1: 6,588,546 shares 6,588,546 $151M 0.37% +4,226,644 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 471,231 shares; 2025Q1: 1,175,847 shares; 2025Q2: 1,343,768 shares; 2025Q3: 1,543,576 shares; 2025Q4: 1,360,397 shares; 2026Q1: 1,491,747 shares 1,491,747 $150M 0.37% +131,350 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: 919,316 shares; 2024Q4: 903,616 shares; 2025Q1: 879,105 shares; 2025Q2: 836,615 shares; 2025Q3: 813,006 shares; 2025Q4: 774,838 shares; 2026Q1: 768,284 shares 768,284 $148M 0.37% -6,554 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: 434,718 shares; 2024Q4: 376,462 shares; 2025Q1: 411,562 shares; 2025Q2: 386,838 shares; 2025Q3: 390,431 shares; 2025Q4: 431,053 shares; 2026Q1: 416,010 shares 416,010 $146M 0.36% -15,043 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,497 shares; 2024Q4: 425,097 shares; 2025Q1: 436,580 shares; 2025Q2: 433,871 shares; 2025Q3: 417,834 shares; 2025Q4: 572,521 shares; 2026Q1: 601,408 shares 601,408 $144M 0.36% +28,887 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: 325,476 shares; 2024Q4: 332,198 shares; 2025Q1: 359,643 shares; 2025Q2: 360,069 shares; 2025Q3: 359,133 shares; 2025Q4: 383,129 shares; 2026Q1: 423,935 shares 423,935 $143M 0.35% +40,806 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: 381,887 shares; 2024Q4: 390,250 shares; 2025Q1: 378,257 shares; 2025Q2: 366,887 shares; 2025Q3: 370,543 shares; 2025Q4: 377,802 shares; 2026Q1: 453,280 shares 453,280 $141M 0.35% +75,478 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: 1,652,626 shares; 2024Q4: 1,832,297 shares; 2025Q1: 1,991,751 shares; 2025Q2: 2,334,502 shares; 2025Q3: 2,685,955 shares; 2025Q4: 2,928,421 shares; 2026Q1: 3,280,394 shares 3,280,394 $140M 0.35% +351,973 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,484,825 shares; 2024Q4: 1,490,429 shares; 2025Q1: 1,249,427 shares; 2025Q2: 1,223,042 shares; 2025Q3: 1,303,371 shares; 2025Q4: 1,348,803 shares; 2026Q1: 1,460,265 shares 1,460,265 $139M 0.34% +111,462 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: 884,833 shares; 2024Q4: 958,426 shares; 2025Q1: 1,281,708 shares; 2025Q2: 1,487,290 shares; 2025Q3: 1,500,566 shares; 2025Q4: 1,590,617 shares; 2026Q1: 1,558,376 shares 1,558,376 $132M 0.33% -32,241 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: 292,226 shares; 2024Q4: 294,978 shares; 2025Q1: 293,000 shares; 2025Q2: 300,986 shares; 2025Q3: 300,269 shares; 2025Q4: 300,830 shares; 2026Q1: 262,005 shares 262,005 $131M 0.32% -38,825 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: 1,473,114 shares; 2024Q4: 1,442,260 shares; 2025Q1: 1,550,771 shares; 2025Q2: 1,559,924 shares; 2025Q3: 1,561,395 shares; 2025Q4: 1,581,128 shares; 2026Q1: 1,502,702 shares 1,502,702 $130M 0.32% -78,426 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: 117,296 shares; 2024Q4: 118,297 shares; 2025Q1: 118,559 shares; 2025Q2: 120,098 shares; 2025Q3: 125,736 shares; 2025Q4: 133,425 shares; 2026Q1: 130,438 shares 130,438 $130M 0.32% -2,987 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: 1,390,887 shares; 2024Q4: 1,651,191 shares; 2025Q1: 923,247 shares; 2025Q2: 929,210 shares; 2025Q3: 207,081 shares; 2025Q4: 144,365 shares; 2026Q1: 1,140,998 shares 1,140,998 $127M 0.31% +996,633 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: 539,057 shares; 2024Q4: 530,101 shares; 2025Q1: 542,274 shares; 2025Q2: 547,347 shares; 2025Q3: 555,832 shares; 2025Q4: 584,802 shares; 2026Q1: 585,802 shares 585,802 $126M 0.31% +1,000 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: 554,383 shares; 2024Q4: 581,389 shares; 2025Q1: 576,892 shares; 2025Q2: 575,411 shares; 2025Q3: 580,508 shares; 2025Q4: 589,368 shares; 2026Q1: 600,866 shares 600,866 $125M 0.31% +11,498 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: 1,089,739 shares; 2024Q4: 1,154,272 shares; 2025Q1: 1,216,276 shares; 2025Q2: 1,215,669 shares; 2025Q3: 1,232,379 shares; 2025Q4: 1,264,194 shares; 2026Q1: 1,427,162 shares 1,427,162 $124M 0.31% +162,968 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: 1,640,048 shares; 2024Q4: 1,097,763 shares; 2025Q1: 1,081,557 shares; 2025Q2: 991,087 shares; 2025Q3: 1,104,632 shares; 2025Q4: 1,113,979 shares; 2026Q1: 1,288,790 shares 1,288,790 $123M 0.3% +174,811 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 831,760 shares; 2025Q3: 3,069,273 shares; 2025Q4: 3,264,997 shares; 2026Q1: 3,721,827 shares 3,721,827 $123M 0.3% +456,830 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: 2,395,063 shares; 2024Q4: 1,743,558 shares; 2025Q1: 1,272,043 shares; 2025Q2: 1,147,454 shares; 2025Q3: 1,466,931 shares; 2025Q4: 1,470,307 shares; 2026Q1: 1,413,633 shares 1,413,633 $123M 0.3% -56,674 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 680,602 shares; 2024Q4: 718,299 shares; 2025Q1: 753,086 shares; 2025Q2: 778,605 shares; 2025Q3: 790,501 shares; 2025Q4: 830,428 shares; 2026Q1: 893,886 shares 893,886 $121M 0.3% +63,458 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: 1,505,717 shares; 2024Q4: 1,610,776 shares; 2025Q1: 1,595,396 shares; 2025Q2: 1,524,492 shares; 2025Q3: 1,548,368 shares; 2025Q4: 1,558,080 shares; 2026Q1: 1,594,231 shares 1,594,231 $121M 0.3% +36,151 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: 89,125 shares; 2024Q4: 83,242 shares; 2025Q1: 84,298 shares; 2025Q2: 82,717 shares; 2025Q3: 87,424 shares; 2025Q4: 1,266,701 shares; 2026Q1: 1,251,100 shares 1,251,100 $120M 0.3% -15,601 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: 204,857 shares; 2024Q4: 203,997 shares; 2025Q1: 204,788 shares; 2025Q2: 190,715 shares; 2025Q3: 206,564 shares; 2025Q4: 205,317 shares; 2026Q1: 276,294 shares 276,294 $119M 0.29% +70,977 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207,919 shares; 2024Q4: 204,865 shares; 2025Q1: 187,655 shares; 2025Q2: 188,571 shares; 2025Q3: 1,914,312 shares; 2025Q4: 1,035,830 shares; 2026Q1: 998,105 shares 998,105 $118M 0.29% -37,725 Timeline JBND 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: 55,206 shares; 2024Q4: 437,071 shares; 2025Q1: 507,750 shares; 2025Q2: 532,384 shares; 2025Q3: 577,483 shares; 2025Q4: 2,054,089 shares; 2026Q1: 2,169,628 shares 2,169,628 $117M 0.29% +115,539 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: 1,564,479 shares; 2024Q4: 1,465,208 shares; 2025Q1: 1,491,918 shares; 2025Q2: 1,708,151 shares; 2025Q3: 1,753,702 shares; 2025Q4: 1,740,399 shares; 2026Q1: 2,087,799 shares 2,087,799 $113M 0.28% +347,400 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,189,305 shares; 2024Q4: 1,093,256 shares; 2025Q1: 1,117,167 shares; 2025Q2: 1,252,180 shares; 2025Q3: 1,731,288 shares; 2025Q4: 1,777,070 shares; 2026Q1: 1,483,867 shares 1,483,867 $112M 0.28% -293,203 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: 368,301 shares; 2024Q4: 365,820 shares; 2025Q1: 356,101 shares; 2025Q2: 358,215 shares; 2025Q3: 385,285 shares; 2025Q4: 407,474 shares; 2026Q1: 384,681 shares 384,681 $110M 0.27% -22,793 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,332 shares; 2024Q4: 64,265 shares; 2025Q1: 50,457 shares; 2025Q2: 47,534 shares; 2025Q3: 31,426 shares; 2025Q4: 619,550 shares; 2026Q1: 652,818 shares 652,818 $110M 0.27% +33,268 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,970,739 shares; 2024Q4: 2,415,020 shares; 2025Q1: 2,663,328 shares; 2025Q2: 2,871,186 shares; 2025Q3: 3,601,418 shares; 2025Q4: 4,395,360 shares; 2026Q1: 4,915,821 shares 4,915,821 $110M 0.27% +520,461 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: 321,671 shares; 2024Q4: 314,784 shares; 2025Q1: 329,839 shares; 2025Q2: 315,362 shares; 2025Q3: 320,508 shares; 2025Q4: 320,903 shares; 2026Q1: 292,524 shares 292,524 $109M 0.27% -28,379 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: 592,664 shares; 2024Q4: 667,203 shares; 2025Q1: 1,274,557 shares; 2025Q2: 1,344,406 shares; 2025Q3: 1,445,301 shares; 2025Q4: 1,503,228 shares; 2026Q1: 1,548,817 shares 1,548,817 $106M 0.26% +45,589 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: 242,965 shares; 2024Q4: 257,400 shares; 2025Q1: 293,404 shares; 2025Q2: 304,480 shares; 2025Q3: 309,774 shares; 2025Q4: 310,668 shares; 2026Q1: 315,893 shares 315,893 $103M 0.25% +5,225 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: 98,860 shares; 2025Q1: 96,267 shares; 2025Q2: 100,483 shares; 2025Q3: 98,884 shares; 2025Q4: 99,359 shares; 2026Q1: 105,806 shares 105,806 $102M 0.25% +6,447 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: 1,354,457 shares; 2024Q4: 1,281,303 shares; 2025Q1: 1,245,760 shares; 2025Q2: 1,100,663 shares; 2025Q3: 1,221,727 shares; 2025Q4: 1,281,295 shares; 2026Q1: 1,215,856 shares 1,215,856 $101M 0.25% -65,439 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,740,727 shares; 2025Q3: 2,479,443 shares; 2025Q4: 2,533,088 shares; 2026Q1: 2,740,311 shares 2,740,311 $99.3M 0.25% +207,223 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: 2,058,443 shares; 2024Q4: 2,061,898 shares; 2025Q1: 1,925,109 shares; 2025Q2: 1,768,800 shares; 2025Q3: 1,799,672 shares; 2025Q4: 1,761,066 shares; 2026Q1: 1,933,697 shares 1,933,697 $97.1M 0.24% +172,631 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: 1,911,576 shares; 2024Q4: 1,884,589 shares; 2025Q1: 1,744,062 shares; 2025Q2: 1,681,382 shares; 2025Q3: 1,692,275 shares; 2025Q4: 1,729,724 shares; 2026Q1: 1,965,940 shares 1,965,940 $95.8M 0.24% +236,216 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: 629,354 shares; 2024Q4: 647,977 shares; 2025Q1: 650,152 shares; 2025Q2: 658,206 shares; 2025Q3: 649,944 shares; 2025Q4: 658,386 shares; 2026Q1: 727,974 shares 727,974 $95.4M 0.24% +69,588 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: 262,504 shares; 2024Q4: 288,816 shares; 2025Q1: 289,849 shares; 2025Q2: 252,245 shares; 2025Q3: 290,772 shares; 2025Q4: 288,336 shares; 2026Q1: 380,770 shares 380,770 $94.4M 0.23% +92,434 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,677,901 shares; 2024Q4: 1,677,246 shares; 2025Q1: 1,673,687 shares; 2025Q2: 1,696,212 shares; 2025Q3: 1,757,141 shares; 2025Q4: 1,817,515 shares; 2026Q1: 1,958,691 shares 1,958,691 $94.1M 0.23% +141,176 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: 922,630 shares; 2024Q4: 923,463 shares; 2025Q1: 1,058,044 shares; 2025Q2: 1,042,814 shares; 2025Q3: 1,034,929 shares; 2025Q4: 1,046,568 shares; 2026Q1: 916,341 shares 916,341 $89.1M 0.22% -130,227 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: 150,886 shares; 2024Q4: 152,531 shares; 2025Q1: 137,357 shares; 2025Q2: 137,013 shares; 2025Q3: 136,160 shares; 2025Q4: 141,007 shares; 2026Q1: 161,981 shares 161,981 $88.9M 0.22% +20,974 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: 629,739 shares; 2024Q4: 620,898 shares; 2025Q1: 628,421 shares; 2025Q2: 647,929 shares; 2025Q3: 662,466 shares; 2025Q4: 661,648 shares; 2026Q1: 760,325 shares 760,325 $87.4M 0.22% +98,677 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: 38,389 shares; 2024Q4: 45,488 shares; 2025Q1: 67,702 shares; 2025Q2: 89,935 shares; 2025Q3: 86,317 shares; 2025Q4: 87,673 shares; 2026Q1: 98,296 shares 98,296 $85.8M 0.21% +10,623 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: 302,556 shares; 2024Q4: 290,142 shares; 2025Q1: 345,697 shares; 2025Q2: 312,543 shares; 2025Q3: 343,532 shares; 2025Q4: 696,310 shares; 2026Q1: 702,774 shares 702,774 $85.2M 0.21% +6,464 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: 274,004 shares; 2024Q4: 286,354 shares; 2025Q1: 296,890 shares; 2025Q2: 287,775 shares; 2025Q3: 285,560 shares; 2025Q4: 293,924 shares; 2026Q1: 375,841 shares 375,841 $85M 0.21% +81,917 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: 1,059,965 shares; 2024Q4: 1,057,319 shares; 2025Q1: 681,135 shares; 2025Q2: 641,404 shares; 2025Q3: 603,939 shares; 2025Q4: 605,170 shares; 2026Q1: 572,599 shares 572,599 $83.6M 0.21% -32,571 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: 404,686 shares; 2024Q4: 417,631 shares; 2025Q1: 447,924 shares; 2025Q2: 473,408 shares; 2025Q3: 474,223 shares; 2025Q4: 458,538 shares; 2026Q1: 607,765 shares 607,765 $82.6M 0.2% +149,227 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: 864,707 shares; 2024Q4: 873,445 shares; 2025Q1: 863,071 shares; 2025Q2: 876,375 shares; 2025Q3: 914,284 shares; 2025Q4: 944,250 shares; 2026Q1: 1,047,720 shares 1,047,720 $82.2M 0.2% +103,470 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: 535,657 shares; 2024Q4: 694,514 shares; 2025Q1: 662,731 shares; 2025Q2: 1,064,449 shares; 2025Q3: 1,226,174 shares; 2025Q4: 750,470 shares; 2026Q1: 827,495 shares 827,495 $82.1M 0.2% +77,025 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: 221,619 shares; 2024Q4: 222,023 shares; 2025Q1: 307,694 shares; 2025Q2: 308,275 shares; 2025Q3: 301,582 shares; 2025Q4: 211,626 shares; 2026Q1: 277,219 shares 277,219 $80.5M 0.2% +65,593 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: 638,972 shares; 2024Q4: 634,144 shares; 2025Q1: 632,629 shares; 2025Q2: 606,026 shares; 2025Q3: 538,181 shares; 2025Q4: 485,154 shares; 2026Q1: 696,586 shares 696,586 $79M 0.2% +211,432 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: 4,156,650 shares; 2024Q4: 4,106,825 shares; 2025Q1: 3,956,398 shares; 2025Q2: 1,994,654 shares; 2025Q3: 1,882,708 shares; 2025Q4: 1,840,315 shares; 2026Q1: 800,944 shares 800,944 $78.3M 0.19% -1,039,371 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: 3,870,795 shares; 2024Q4: 3,859,638 shares; 2025Q1: 3,991,337 shares; 2025Q2: 3,911,304 shares; 2025Q3: 3,926,746 shares; 2025Q4: 2,541,652 shares; 2026Q1: 2,721,809 shares 2,721,809 $78.1M 0.19% +180,157 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: 587,889 shares; 2024Q4: 644,711 shares; 2025Q1: 681,808 shares; 2025Q2: 656,212 shares; 2025Q3: 671,865 shares; 2025Q4: 686,617 shares; 2026Q1: 601,987 shares 601,987 $77.5M 0.19% -84,630 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: 137,200 shares; 2024Q4: 141,970 shares; 2025Q1: 141,139 shares; 2025Q2: 142,168 shares; 2025Q3: 128,602 shares; 2025Q4: 130,474 shares; 2026Q1: 127,595 shares 127,595 $77.1M 0.19% -2,879 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: 343,179 shares; 2024Q4: 811,127 shares; 2025Q1: 1,197,537 shares; 2025Q2: 1,067,022 shares; 2025Q3: 1,370,803 shares; 2025Q4: 1,368,398 shares; 2026Q1: 874,505 shares 874,505 $77.1M 0.19% -493,893 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: 126,578 shares; 2024Q4: 183,841 shares; 2025Q1: 189,414 shares; 2025Q2: 178,387 shares; 2025Q3: 178,071 shares; 2025Q4: 228,062 shares; 2026Q1: 223,912 shares 223,912 $76.5M 0.19% -4,150 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: 617,827 shares; 2024Q4: 599,963 shares; 2025Q1: 538,731 shares; 2025Q2: 491,768 shares; 2025Q3: 484,786 shares; 2025Q4: 915,235 shares; 2026Q1: 1,233,145 shares 1,233,145 $75.5M 0.19% +317,910 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: 488,062 shares; 2025Q1: 454,924 shares; 2025Q2: 351,493 shares; 2025Q3: 364,821 shares; 2025Q4: 355,511 shares; 2026Q1: 352,821 shares 352,821 $75.4M 0.19% -2,690 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: 44,361 shares; 2024Q4: 47,164 shares; 2025Q1: 46,476 shares; 2025Q2: 65,172 shares; 2025Q3: 63,988 shares; 2025Q4: 76,634 shares; 2026Q1: 83,656 shares 83,656 $74.9M 0.19% +7,022 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: 200,764 shares; 2024Q4: 218,475 shares; 2025Q1: 220,013 shares; 2025Q2: 217,627 shares; 2025Q3: 223,082 shares; 2025Q4: 220,930 shares; 2026Q1: 230,812 shares 230,812 $74M 0.18% +9,882 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,786,263 shares 1,786,263 $73.3M 0.18% new 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: 55,699 shares; 2024Q4: 68,209 shares; 2025Q1: 68,856 shares; 2025Q2: 52,943 shares; 2025Q3: 53,486 shares; 2025Q4: 51,582 shares; 2026Q1: 55,508 shares 55,508 $73.3M 0.18% +3,926 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: 297,379 shares; 2024Q4: 297,595 shares; 2025Q1: 289,156 shares; 2025Q2: 291,403 shares; 2025Q3: 303,850 shares; 2025Q4: 302,214 shares; 2026Q1: 309,046 shares 309,046 $73M 0.18% +6,832 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 943,287 shares; 2025Q3: 1,280,144 shares; 2025Q4: 1,297,336 shares; 2026Q1: 1,455,696 shares 1,455,696 $72.8M 0.18% +158,360 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: 314,698 shares; 2024Q4: 298,817 shares; 2025Q1: 286,857 shares; 2025Q2: 199,292 shares; 2025Q3: 209,428 shares; 2025Q4: 215,108 shares; 2026Q1: 264,200 shares 264,200 $71.5M 0.18% +49,092 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: 829,496 shares; 2024Q4: 737,266 shares; 2025Q1: 733,802 shares; 2025Q2: 716,638 shares; 2025Q3: 724,705 shares; 2025Q4: 726,719 shares; 2026Q1: 731,453 shares 731,453 $71M 0.18% +4,734 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: 204,358 shares; 2024Q4: 197,748 shares; 2025Q1: 195,736 shares; 2025Q2: 195,382 shares; 2025Q3: 194,490 shares; 2025Q4: 230,178 shares; 2026Q1: 234,529 shares 234,529 $70.9M 0.18% +4,351 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,940 shares; 2024Q4: 158,874 shares; 2025Q1: 160,362 shares; 2025Q2: 193,381 shares; 2025Q3: 201,025 shares; 2025Q4: 204,652 shares; 2026Q1: 204,332 shares 204,332 $70.5M 0.17% -320 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: 1,148,064 shares; 2024Q4: 1,208,604 shares; 2025Q1: 1,302,783 shares; 2025Q2: 1,384,120 shares; 2025Q3: 1,514,034 shares; 2025Q4: 1,579,659 shares; 2026Q1: 1,357,562 shares 1,357,562 $70.5M 0.17% -222,097 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: 431,520 shares; 2024Q4: 399,631 shares; 2025Q1: 394,055 shares; 2025Q2: 411,802 shares; 2025Q3: 441,369 shares; 2025Q4: 474,863 shares; 2026Q1: 481,712 shares 481,712 $70.5M 0.17% +6,849 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: 317,239 shares; 2024Q4: 313,525 shares; 2025Q1: 333,296 shares; 2025Q2: 327,631 shares; 2025Q3: 313,453 shares; 2025Q4: 315,775 shares; 2026Q1: 427,904 shares 427,904 $70.4M 0.17% +112,129 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: 135,969 shares; 2024Q4: 138,590 shares; 2025Q1: 139,361 shares; 2025Q2: 160,486 shares; 2025Q3: 160,384 shares; 2025Q4: 140,418 shares; 2026Q1: 139,870 shares 139,870 $69.3M 0.17% -548 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: 150,276 shares; 2024Q4: 159,491 shares; 2025Q1: 182,793 shares; 2025Q2: 186,239 shares; 2025Q3: 190,560 shares; 2025Q4: 206,805 shares; 2026Q1: 243,539 shares 243,539 $69.1M 0.17% +36,734 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430,251 shares; 2024Q4: 437,116 shares; 2025Q1: 447,862 shares; 2025Q2: 443,362 shares; 2025Q3: 441,557 shares; 2025Q4: 444,932 shares; 2026Q1: 445,998 shares 445,998 $68.7M 0.17% +1,066 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: 219,102 shares; 2024Q4: 220,412 shares; 2025Q1: 209,813 shares; 2025Q2: 205,583 shares; 2025Q3: 207,287 shares; 2025Q4: 206,647 shares; 2026Q1: 199,909 shares 199,909 $68.6M 0.17% -6,738 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: 614,361 shares; 2024Q4: 615,028 shares; 2025Q1: 596,088 shares; 2025Q2: 669,868 shares; 2025Q3: 676,067 shares; 2025Q4: 612,199 shares; 2026Q1: 665,144 shares 665,144 $68.3M 0.17% +52,945 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: 294,769 shares; 2024Q4: 301,972 shares; 2025Q1: 300,132 shares; 2025Q2: 358,585 shares; 2025Q3: 344,712 shares; 2025Q4: 348,284 shares; 2026Q1: 345,293 shares 345,293 $67.7M 0.17% -2,991 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: 241,458 shares; 2024Q4: 254,035 shares; 2025Q1: 251,248 shares; 2025Q2: 253,923 shares; 2025Q3: 270,897 shares; 2025Q4: 301,107 shares; 2026Q1: 294,762 shares 294,762 $67.7M 0.17% -6,345 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: 124,364 shares; 2024Q4: 124,670 shares; 2025Q1: 120,875 shares; 2025Q2: 119,712 shares; 2025Q3: 123,725 shares; 2025Q4: 118,689 shares; 2026Q1: 119,924 shares 119,924 $67.6M 0.17% +1,235 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 422,775 shares; 2024Q4: 449,209 shares; 2025Q1: 458,493 shares; 2025Q2: 463,604 shares; 2025Q3: 468,701 shares; 2025Q4: 476,044 shares; 2026Q1: 486,450 shares 486,450 $66.7M 0.17% +10,406 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: 121,563 shares; 2024Q4: 344,361 shares; 2025Q1: 352,158 shares; 2025Q2: 285,386 shares; 2025Q3: 330,214 shares; 2025Q4: 356,916 shares; 2026Q1: 410,401 shares 410,401 $65.8M 0.16% +53,485 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: 2,820,677 shares; 2024Q4: 2,453,989 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,016,174 shares; 2025Q4: 2,215,387 shares; 2026Q1: 2,334,351 shares 2,334,351 $65.5M 0.16% +118,964 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400,325 shares; 2024Q4: 1,490,986 shares; 2025Q1: 2,079,281 shares; 2025Q2: 2,070,854 shares; 2025Q3: 2,173,973 shares; 2025Q4: 2,146,037 shares; 2026Q1: 2,141,757 shares 2,141,757 $64.5M 0.16% -4,280 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264,489 shares; 2024Q4: 264,330 shares; 2025Q1: 261,437 shares; 2025Q2: 268,524 shares; 2025Q3: 329,779 shares; 2025Q4: 339,959 shares; 2026Q1: 447,061 shares 447,061 $63.6M 0.16% +107,102 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: 160,656 shares; 2024Q4: 176,229 shares; 2025Q1: 179,830 shares; 2025Q2: 209,780 shares; 2025Q3: 207,969 shares; 2025Q4: 222,189 shares; 2026Q1: 323,932 shares 323,932 $62.9M 0.16% +101,743 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 503,029 shares; 2024Q4: 509,143 shares; 2025Q1: 516,176 shares; 2025Q2: 523,437 shares; 2025Q3: 509,453 shares; 2025Q4: 507,115 shares; 2026Q1: 511,453 shares 511,453 $62.4M 0.15% +4,338 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: 624,862 shares; 2024Q4: 779,685 shares; 2025Q1: 781,450 shares; 2025Q2: 853,084 shares; 2025Q3: 1,020,186 shares; 2025Q4: 1,160,714 shares; 2026Q1: 1,220,033 shares 1,220,033 $61.9M 0.15% +59,319 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: 352,971 shares; 2024Q4: 408,132 shares; 2025Q1: 359,302 shares; 2025Q2: 394,451 shares; 2025Q3: 407,303 shares; 2025Q4: 409,098 shares; 2026Q1: 420,316 shares 420,316 $61.8M 0.15% +11,218 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: 263,478 shares; 2024Q4: 231,381 shares; 2025Q1: 258,953 shares; 2025Q2: 250,629 shares; 2025Q3: 252,591 shares; 2025Q4: 242,954 shares; 2026Q1: 354,150 shares 354,150 $61.1M 0.15% +111,196 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: 927,307 shares; 2024Q4: 918,085 shares; 2025Q1: 930,853 shares; 2025Q2: 914,696 shares; 2025Q3: 860,089 shares; 2025Q4: 888,902 shares; 2026Q1: 917,989 shares 917,989 $60.6M 0.15% +29,087 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: 166,237 shares; 2024Q4: 176,504 shares; 2025Q1: 173,672 shares; 2025Q2: 158,357 shares; 2025Q3: 160,710 shares; 2025Q4: 157,828 shares; 2026Q1: 137,288 shares 137,288 $60M 0.15% -20,540 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: 2,232,625 shares; 2024Q4: 2,254,967 shares; 2025Q1: 2,183,390 shares; 2025Q2: 2,158,952 shares; 2025Q3: 2,087,897 shares; 2025Q4: 2,053,074 shares; 2026Q1: 2,061,343 shares 2,061,343 $59.8M 0.15% +8,269 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: 179,040 shares; 2024Q4: 284,776 shares; 2025Q1: 282,728 shares; 2025Q2: 256,132 shares; 2025Q3: 263,370 shares; 2025Q4: 326,035 shares; 2026Q1: 272,858 shares 272,858 $58.3M 0.14% -53,177 Timeline MODL 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: 754,266 shares; 2024Q4: 848,722 shares; 2025Q1: 1,380,076 shares; 2025Q2: 1,069,637 shares; 2025Q3: 1,107,356 shares; 2025Q4: 1,263,932 shares; 2026Q1: 1,288,857 shares 1,288,857 $57.6M 0.14% +24,925 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: 137,039 shares; 2024Q4: 131,938 shares; 2025Q1: 122,433 shares; 2025Q2: 103,420 shares; 2025Q3: 103,025 shares; 2025Q4: 102,770 shares; 2026Q1: 116,856 shares 116,856 $57.4M 0.14% +14,086 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: 190,211 shares; 2024Q4: 193,065 shares; 2025Q1: 185,081 shares; 2025Q2: 190,796 shares; 2025Q3: 193,473 shares; 2025Q4: 246,719 shares; 2026Q1: 282,028 shares 282,028 $57.3M 0.14% +35,309 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: 585,843 shares; 2024Q4: 584,971 shares; 2025Q1: 578,092 shares; 2025Q2: 658,501 shares; 2025Q3: 655,308 shares; 2025Q4: 671,440 shares; 2026Q1: 617,480 shares 617,480 $57.3M 0.14% -53,960 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 448,630 shares; 2025Q4: 934,908 shares; 2026Q1: 1,362,193 shares 1,362,193 $56.6M 0.14% +427,285 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: 442,932 shares; 2024Q4: 459,154 shares; 2025Q1: 446,876 shares; 2025Q2: 422,704 shares; 2025Q3: 428,661 shares; 2025Q4: 436,200 shares; 2026Q1: 427,254 shares 427,254 $56.5M 0.14% -8,946 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: 570,662 shares; 2024Q4: 544,824 shares; 2025Q1: 508,078 shares; 2025Q2: 572,836 shares; 2025Q3: 544,257 shares; 2025Q4: 523,160 shares; 2026Q1: 571,218 shares 571,218 $56.2M 0.14% +48,058 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: 85,571 shares; 2024Q4: 103,167 shares; 2025Q1: 123,233 shares; 2025Q2: 137,187 shares; 2025Q3: 150,601 shares; 2025Q4: 200,738 shares; 2026Q1: 199,995 shares 199,995 $55.8M 0.14% -743 Timeline JGLO 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: 818,839 shares; 2024Q4: 881,059 shares; 2025Q1: 965,916 shares; 2025Q2: 1,026,106 shares; 2025Q3: 793,500 shares; 2025Q4: 795,657 shares; 2026Q1: 852,864 shares 852,864 $55.7M 0.14% +57,207 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: 200,026 shares; 2024Q4: 204,059 shares; 2025Q1: 202,784 shares; 2025Q2: 200,547 shares; 2025Q3: 196,860 shares; 2025Q4: 202,452 shares; 2026Q1: 189,717 shares 189,717 $55.3M 0.14% -12,735 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,003,236 shares; 2025Q4: 1,221,187 shares; 2026Q1: 1,377,532 shares 1,377,532 $54.1M 0.13% +156,345 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: 182,066 shares; 2024Q4: 208,572 shares; 2025Q1: 240,428 shares; 2025Q2: 262,323 shares; 2025Q3: 236,411 shares; 2025Q4: 188,700 shares; 2026Q1: 586,118 shares 586,118 $53.7M 0.13% +397,418 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: 223,370 shares; 2024Q4: 229,175 shares; 2025Q1: 224,748 shares; 2025Q2: 191,671 shares; 2025Q3: 182,472 shares; 2025Q4: 193,410 shares; 2026Q1: 203,898 shares 203,898 $53.4M 0.13% +10,488 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: 206,988 shares; 2024Q4: 220,344 shares; 2025Q1: 227,148 shares; 2025Q2: 269,300 shares; 2025Q3: 271,291 shares; 2025Q4: 220,963 shares; 2026Q1: 220,020 shares 220,020 $53.4M 0.13% -943 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,686,001 shares; 2025Q3: 1,626,543 shares; 2025Q4: 1,530,734 shares; 2026Q1: 545,102 shares 545,102 $52.2M 0.13% -985,632 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: 219,765 shares; 2024Q4: 229,276 shares; 2025Q1: 227,154 shares; 2025Q2: 218,894 shares; 2025Q3: 268,158 shares; 2025Q4: 273,947 shares; 2026Q1: 322,280 shares 322,280 $52.1M 0.13% +48,333 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: 124,397 shares; 2024Q4: 104,542 shares; 2025Q1: 98,441 shares; 2025Q2: 90,567 shares; 2025Q3: 75,653 shares; 2025Q4: 216,419 shares; 2026Q1: 260,869 shares 260,869 $51.7M 0.13% +44,450 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: 140,366 shares; 2025Q1: 130,880 shares; 2025Q2: 310,166 shares; 2025Q3: 279,587 shares; 2025Q4: 385,585 shares; 2026Q1: 420,589 shares 420,589 $51.6M 0.13% +35,004 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: 755,168 shares; 2024Q4: 770,408 shares; 2025Q1: 830,085 shares; 2025Q2: 957,345 shares; 2025Q3: 979,486 shares; 2025Q4: 1,032,891 shares; 2026Q1: 1,115,912 shares 1,115,912 $51.6M 0.13% +83,021 Timeline FLCB 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: 2,259,391 shares; 2024Q4: 2,189,598 shares; 2025Q1: 2,261,778 shares; 2025Q2: 2,119,085 shares; 2025Q3: 2,133,542 shares; 2025Q4: 2,189,063 shares; 2026Q1: 2,378,561 shares 2,378,561 $51.1M 0.13% +189,498 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: not reported; 2024Q4: 1,434,643 shares; 2025Q1: 1,202,336 shares; 2025Q2: 1,036,139 shares; 2025Q3: 868,773 shares; 2025Q4: 803,748 shares; 2026Q1: 783,476 shares 783,476 $49M 0.12% -20,272 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 866,478 shares; 2024Q4: 878,713 shares; 2025Q1: 920,237 shares; 2025Q2: 1,196,678 shares; 2025Q3: 1,048,462 shares; 2025Q4: 1,021,342 shares; 2026Q1: 1,215,680 shares 1,215,680 $48.9M 0.12% +194,338 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: 168,716 shares; 2024Q4: 155,496 shares; 2025Q1: 174,942 shares; 2025Q2: 144,081 shares; 2025Q3: 173,363 shares; 2025Q4: 148,834 shares; 2026Q1: 194,131 shares 194,131 $48.6M 0.12% +45,297 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: 83,861 shares; 2024Q4: 84,320 shares; 2025Q1: 84,964 shares; 2025Q2: 85,333 shares; 2025Q3: 91,265 shares; 2025Q4: 90,426 shares; 2026Q1: 114,010 shares 114,010 $48.5M 0.12% +23,584 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: 440,169 shares; 2024Q4: 460,272 shares; 2025Q1: 469,660 shares; 2025Q2: 530,319 shares; 2025Q3: 547,494 shares; 2025Q4: 580,180 shares; 2026Q1: 627,777 shares 627,777 $48.5M 0.12% +47,597 Timeline JPIE 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: 910,818 shares; 2024Q4: 881,318 shares; 2025Q1: 1,140,924 shares; 2025Q2: 1,055,359 shares; 2025Q3: 1,202,566 shares; 2025Q4: 1,109,045 shares; 2026Q1: 1,034,259 shares 1,034,259 $47.6M 0.12% -74,786 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: 120,731 shares; 2024Q4: 108,783 shares; 2025Q1: 237,651 shares; 2025Q2: 262,753 shares; 2025Q3: 205,926 shares; 2025Q4: 206,995 shares; 2026Q1: 141,006 shares 141,006 $47.6M 0.12% -65,989 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: 244,998 shares; 2024Q4: 249,622 shares; 2025Q1: 224,038 shares; 2025Q2: 310,389 shares; 2025Q3: 313,282 shares; 2025Q4: 319,855 shares; 2026Q1: 311,826 shares 311,826 $47.6M 0.12% -8,029 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: 200,494 shares; 2024Q4: 217,341 shares; 2025Q1: 257,068 shares; 2025Q2: 267,821 shares; 2025Q3: 248,176 shares; 2025Q4: 262,795 shares; 2026Q1: 251,970 shares 251,970 $47M 0.12% -10,825 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: 51,766 shares; 2024Q4: not reported; 2025Q1: 84,713 shares; 2025Q2: 88,931 shares; 2025Q3: 89,740 shares; 2025Q4: 103,679 shares; 2026Q1: 466,860 shares 466,860 $47M 0.12% +363,181 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: 737,124 shares; 2024Q4: 954,727 shares; 2025Q1: 978,960 shares; 2025Q2: 705,861 shares; 2025Q3: 648,690 shares; 2025Q4: 720,934 shares; 2026Q1: 770,244 shares 770,244 $46.7M 0.12% +49,310 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: 120,469 shares; 2024Q4: 129,465 shares; 2025Q1: 147,504 shares; 2025Q2: 156,855 shares; 2025Q3: 150,463 shares; 2025Q4: 142,989 shares; 2026Q1: 163,146 shares 163,146 $46.3M 0.11% +20,157 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,631 shares; 2024Q4: 127,875 shares; 2025Q1: 183,101 shares; 2025Q2: 310,430 shares; 2025Q3: 536,511 shares; 2025Q4: 864,170 shares; 2026Q1: 1,342,291 shares 1,342,291 $46.2M 0.11% +478,121 Timeline JIVE 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: 53,320 shares; 2024Q4: 52,533 shares; 2025Q1: 65,624 shares; 2025Q2: 151,381 shares; 2025Q3: 412,925 shares; 2025Q4: 415,749 shares; 2026Q1: 536,470 shares 536,470 $45.9M 0.11% +120,721 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: 778,551 shares; 2024Q4: 786,825 shares; 2025Q1: 816,552 shares; 2025Q2: 831,647 shares; 2025Q3: 897,210 shares; 2025Q4: 920,586 shares; 2026Q1: 971,693 shares 971,693 $45.6M 0.11% +51,107 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: 212,011 shares; 2024Q4: 220,917 shares; 2025Q1: 214,597 shares; 2025Q2: 202,939 shares; 2025Q3: 202,134 shares; 2025Q4: 167,081 shares; 2026Q1: 171,559 shares 171,559 $44.7M 0.11% +4,478 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: not reported; 2024Q4: 413,136 shares; 2025Q1: 408,062 shares; 2025Q2: 365,416 shares; 2025Q3: 346,267 shares; 2025Q4: 335,607 shares; 2026Q1: 339,366 shares 339,366 $44.4M 0.11% +3,759 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: 78,965 shares; 2024Q4: 38,415 shares; 2025Q1: 36,331 shares; 2025Q2: 30,222 shares; 2025Q3: 29,465 shares; 2025Q4: 28,763 shares; 2026Q1: 29,544 shares 29,544 $43.5M 0.11% +781 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: 697,273 shares; 2024Q4: 649,770 shares; 2025Q1: 675,488 shares; 2025Q2: 680,493 shares; 2025Q3: 692,255 shares; 2025Q4: 796,753 shares; 2026Q1: 826,787 shares 826,787 $43.5M 0.11% +30,034 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: 287,238 shares; 2024Q4: 292,194 shares; 2025Q1: 296,052 shares; 2025Q2: 262,743 shares; 2025Q3: 283,579 shares; 2025Q4: 241,439 shares; 2026Q1: 343,142 shares 343,142 $43.4M 0.11% +101,703 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,757,182 shares; 2024Q4: 1,379,094 shares; 2025Q1: 1,530,373 shares; 2025Q2: 1,085,048 shares; 2025Q3: 1,074,339 shares; 2025Q4: 1,093,935 shares; 2026Q1: 1,280,580 shares 1,280,580 $43.2M 0.11% +186,645 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: 334,406 shares; 2024Q4: 1,073,658 shares; 2025Q1: 1,114,329 shares; 2025Q2: 1,140,296 shares; 2025Q3: 1,203,188 shares; 2025Q4: 1,313,568 shares; 2026Q1: 1,406,718 shares 1,406,718 $43.2M 0.11% +93,150 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 517,824 shares; 2024Q4: 536,744 shares; 2025Q1: 501,359 shares; 2025Q2: 487,902 shares; 2025Q3: 495,212 shares; 2025Q4: 447,559 shares; 2026Q1: 404,468 shares 404,468 $42.9M 0.11% -43,091 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: 257,017 shares; 2024Q4: 255,644 shares; 2025Q1: 256,954 shares; 2025Q2: 260,661 shares; 2025Q3: 265,288 shares; 2025Q4: 268,591 shares; 2026Q1: 268,029 shares 268,029 $42.8M 0.11% -562 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: 599,236 shares; 2024Q4: 613,687 shares; 2025Q1: 677,915 shares; 2025Q2: 733,223 shares; 2025Q3: 707,527 shares; 2025Q4: 701,200 shares; 2026Q1: 692,160 shares 692,160 $42.8M 0.11% -9,040 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: 965,644 shares; 2024Q4: 969,022 shares; 2025Q1: 966,482 shares; 2025Q2: 982,866 shares; 2025Q3: 1,024,144 shares; 2025Q4: 939,699 shares; 2026Q1: 930,712 shares 930,712 $42.8M 0.11% -8,987 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: 582,705 shares; 2024Q4: 569,493 shares; 2025Q1: 531,424 shares; 2025Q2: 497,400 shares; 2025Q3: 487,673 shares; 2025Q4: 486,740 shares; 2026Q1: 445,881 shares 445,881 $41.9M 0.1% -40,859 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: 215,853 shares; 2024Q4: 216,625 shares; 2025Q1: 214,184 shares; 2025Q2: 218,081 shares; 2025Q3: 219,191 shares; 2025Q4: 222,062 shares; 2026Q1: 229,750 shares 229,750 $41.9M 0.1% +7,688 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: 181,323 shares; 2024Q4: 184,484 shares; 2025Q1: 184,768 shares; 2025Q2: 199,045 shares; 2025Q3: 190,128 shares; 2025Q4: 181,403 shares; 2026Q1: 219,528 shares 219,528 $41.6M 0.1% +38,125 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: 46,202 shares; 2024Q4: 44,303 shares; 2025Q1: 46,811 shares; 2025Q2: 46,616 shares; 2025Q3: 46,299 shares; 2025Q4: 47,459 shares; 2026Q1: 47,817 shares 47,817 $41.4M 0.1% +358 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: 1,244,831 shares; 2024Q4: 1,097,692 shares; 2025Q1: 833,758 shares; 2025Q2: 592,524 shares; 2025Q3: 483,951 shares; 2025Q4: 417,190 shares; 2026Q1: 422,615 shares 422,615 $41.4M 0.1% +5,425 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: 59,310 shares; 2024Q4: 60,479 shares; 2025Q1: 52,191 shares; 2025Q2: 54,692 shares; 2025Q3: 267,896 shares; 2025Q4: 283,487 shares; 2026Q1: 188,154 shares 188,154 $41.2M 0.1% -95,333 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 567,299 shares; 2026Q1: 721,300 shares 721,300 $41.1M 0.1% +154,001 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: 230,760 shares; 2024Q4: 254,608 shares; 2025Q1: 198,988 shares; 2025Q2: 189,539 shares; 2025Q3: 193,921 shares; 2025Q4: 191,169 shares; 2026Q1: 201,145 shares 201,145 $40.9M 0.1% +9,976 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: 188,397 shares; 2024Q4: 197,086 shares; 2025Q1: 183,792 shares; 2025Q2: 201,451 shares; 2025Q3: 208,341 shares; 2025Q4: 184,160 shares; 2026Q1: 190,734 shares 190,734 $40.1M 0.1% +6,574 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: 68,046 shares; 2024Q4: 66,381 shares; 2025Q1: 64,840 shares; 2025Q2: 71,087 shares; 2025Q3: 67,959 shares; 2025Q4: 266,985 shares; 2026Q1: 270,147 shares 270,147 $39.2M 0.1% +3,162 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: 496,471 shares; 2024Q4: 520,941 shares; 2025Q1: 528,804 shares; 2025Q2: 519,934 shares; 2025Q3: 529,206 shares; 2025Q4: 542,997 shares; 2026Q1: 558,516 shares 558,516 $39.2M 0.1% +15,519 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: 97,469 shares; 2024Q4: 91,658 shares; 2025Q1: 104,517 shares; 2025Q2: 174,341 shares; 2025Q3: 159,185 shares; 2025Q4: 266,126 shares; 2026Q1: 270,428 shares 270,428 $39.1M 0.1% +4,302 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: 586,741 shares; 2024Q4: 660,447 shares; 2025Q1: 693,730 shares; 2025Q2: 593,178 shares; 2025Q3: 619,307 shares; 2025Q4: 775,677 shares; 2026Q1: 731,611 shares 731,611 $38.9M 0.1% -44,066 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352,648 shares; 2024Q4: 382,385 shares; 2025Q1: 443,812 shares; 2025Q2: 548,695 shares; 2025Q3: 618,702 shares; 2025Q4: 760,323 shares; 2026Q1: 1,012,598 shares 1,012,598 $38.9M 0.1% +252,275 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: 103,736 shares; 2024Q4: 105,784 shares; 2025Q1: 101,644 shares; 2025Q2: 94,634 shares; 2025Q3: 107,104 shares; 2025Q4: 112,316 shares; 2026Q1: 122,243 shares 122,243 $38.9M 0.1% +9,927 Timeline JEMA 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: 498,672 shares; 2024Q4: 526,595 shares; 2025Q1: 543,144 shares; 2025Q2: 611,837 shares; 2025Q3: 652,012 shares; 2025Q4: 766,434 shares; 2026Q1: 736,120 shares 736,120 $38.3M 0.09% -30,314 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,125 shares; 2024Q4: 91,158 shares; 2025Q1: 255,348 shares; 2025Q2: 239,293 shares; 2025Q3: 276,800 shares; 2025Q4: 304,735 shares; 2026Q1: 956,335 shares 956,335 $38M 0.09% +651,600 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,396 shares; 2024Q4: 67,415 shares; 2025Q1: 65,847 shares; 2025Q2: 66,694 shares; 2025Q3: 68,783 shares; 2025Q4: 90,322 shares; 2026Q1: 98,733 shares 98,733 $37.9M 0.09% +8,411 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 507,363 shares; 2024Q4: 525,090 shares; 2025Q1: 489,796 shares; 2025Q2: 494,840 shares; 2025Q3: 493,907 shares; 2025Q4: 489,601 shares; 2026Q1: 532,758 shares 532,758 $37.7M 0.09% +43,157 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: 127,425 shares; 2024Q4: 92,192 shares; 2025Q1: 68,619 shares; 2025Q2: 71,890 shares; 2025Q3: 77,456 shares; 2025Q4: 70,353 shares; 2026Q1: 84,324 shares 84,324 $37.7M 0.09% +13,971 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 427,224 shares; 2024Q4: not reported; 2025Q1: 456,739 shares; 2025Q2: 460,990 shares; 2025Q3: 476,001 shares; 2025Q4: 488,107 shares; 2026Q1: 546,790 shares 546,790 $37.6M 0.09% +58,683 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: 31,405 shares; 2024Q4: 39,268 shares; 2025Q1: 33,298 shares; 2025Q2: 32,177 shares; 2025Q3: 33,668 shares; 2025Q4: 39,470 shares; 2026Q1: 86,618 shares 86,618 $37.5M 0.09% +47,148 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: 111,227 shares; 2024Q4: 111,981 shares; 2025Q1: 93,505 shares; 2025Q2: 96,038 shares; 2025Q3: 87,658 shares; 2025Q4: 88,782 shares; 2026Q1: 89,741 shares 89,741 $37.4M 0.09% +959 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,102 shares; 2024Q4: 251,025 shares; 2025Q1: 237,219 shares; 2025Q2: 204,798 shares; 2025Q3: 197,295 shares; 2025Q4: 196,285 shares; 2026Q1: 176,906 shares 176,906 $37.4M 0.09% -19,379 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: 70,384 shares; 2024Q4: 68,990 shares; 2025Q1: 70,286 shares; 2025Q2: 131,791 shares; 2025Q3: 128,393 shares; 2025Q4: 126,522 shares; 2026Q1: 200,271 shares 200,271 $37.4M 0.09% +73,749 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: 379,060 shares; 2024Q4: 381,347 shares; 2025Q1: 387,807 shares; 2025Q2: 359,551 shares; 2025Q3: 366,895 shares; 2025Q4: 373,869 shares; 2026Q1: 383,517 shares 383,517 $37M 0.09% +9,648 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,218 shares; 2024Q4: 260,075 shares; 2025Q1: 262,548 shares; 2025Q2: 248,775 shares; 2025Q3: 191,548 shares; 2025Q4: 156,758 shares; 2026Q1: 134,615 shares 134,615 $36.7M 0.09% -22,143 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,634 shares; 2024Q4: 30,122 shares; 2025Q1: 43,236 shares; 2025Q2: 32,491 shares; 2025Q3: 74,570 shares; 2025Q4: 113,147 shares; 2026Q1: 209,090 shares 209,090 $36.5M 0.09% +95,943 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 888,873 shares; 2025Q1: 926,541 shares; 2025Q2: 1,171,450 shares; 2025Q3: 1,194,803 shares; 2025Q4: 881,042 shares; 2026Q1: 1,085,698 shares 1,085,698 $36.2M 0.09% +204,656 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: 213,703 shares; 2024Q4: 213,161 shares; 2025Q1: 214,457 shares; 2025Q2: 211,111 shares; 2025Q3: 217,362 shares; 2025Q4: 220,730 shares; 2026Q1: 238,781 shares 238,781 $36.2M 0.09% +18,051 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: 400,094 shares; 2024Q4: 384,916 shares; 2025Q1: 384,118 shares; 2025Q2: 294,494 shares; 2025Q3: 322,392 shares; 2025Q4: 322,214 shares; 2026Q1: 287,997 shares 287,997 $36M 0.09% -34,217 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: 485,885 shares; 2024Q4: 713,298 shares; 2025Q1: 764,411 shares; 2025Q2: 779,069 shares; 2025Q3: 748,544 shares; 2025Q4: 837,305 shares; 2026Q1: 911,680 shares 911,680 $35.9M 0.09% +74,375 Timeline FLGV 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: 1,554,731 shares; 2024Q4: 1,799,015 shares; 2025Q1: 1,952,975 shares; 2025Q2: 2,095,403 shares; 2025Q3: 2,117,960 shares; 2025Q4: 2,179,614 shares; 2026Q1: 1,747,242 shares 1,747,242 $35.7M 0.09% -432,372 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: 747,378 shares; 2024Q4: 848,749 shares; 2025Q1: 873,516 shares; 2025Q2: 871,993 shares; 2025Q3: 915,518 shares; 2025Q4: 938,815 shares; 2026Q1: 941,580 shares 941,580 $35.6M 0.09% +2,765 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: 145,173 shares; 2024Q4: 145,849 shares; 2025Q1: 136,618 shares; 2025Q2: 134,344 shares; 2025Q3: 131,189 shares; 2025Q4: 139,679 shares; 2026Q1: 145,016 shares 145,016 $35.4M 0.09% +5,337 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,486 shares; 2025Q3: 582,407 shares; 2025Q4: 784,574 shares; 2026Q1: 1,156,513 shares 1,156,513 $35.3M 0.09% +371,939 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,024,151 shares; 2024Q4: 1,071,837 shares; 2025Q1: 1,110,716 shares; 2025Q2: 1,222,004 shares; 2025Q3: 1,253,715 shares; 2025Q4: 1,187,862 shares; 2026Q1: 1,191,618 shares 1,191,618 $35.1M 0.09% +3,756 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,804 shares; 2024Q4: 109,166 shares; 2025Q1: 114,855 shares; 2025Q2: 136,118 shares; 2025Q3: 157,251 shares; 2025Q4: 165,402 shares; 2026Q1: 759,115 shares 759,115 $34.8M 0.09% +593,713 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: 1,696,051 shares; 2024Q4: 1,772,842 shares; 2025Q1: 1,580,241 shares; 2025Q2: 765,607 shares; 2025Q3: 436,466 shares; 2025Q4: 443,455 shares; 2026Q1: 437,823 shares 437,823 $34.4M 0.09% -5,632 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 527,842 shares; 2024Q4: 550,264 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 576,821 shares; 2025Q4: 565,602 shares; 2026Q1: 559,237 shares 559,237 $34.2M 0.08% -6,365 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,211 shares; 2024Q4: 21,064 shares; 2025Q1: 110,396 shares; 2025Q2: 118,787 shares; 2025Q3: 138,184 shares; 2025Q4: 460,598 shares; 2026Q1: 453,961 shares 453,961 $34.2M 0.08% -6,637 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: 834,221 shares; 2024Q4: 899,366 shares; 2025Q1: 1,013,110 shares; 2025Q2: 985,680 shares; 2025Q3: 994,019 shares; 2025Q4: 873,157 shares; 2026Q1: 628,595 shares 628,595 $34M 0.08% -244,562 Timeline IDVO 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: 474,206 shares; 2024Q4: 502,899 shares; 2025Q1: 615,539 shares; 2025Q2: 652,770 shares; 2025Q3: 691,125 shares; 2025Q4: 772,182 shares; 2026Q1: 838,996 shares 838,996 $34M 0.08% +66,814 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: 106,279 shares; 2024Q4: 104,046 shares; 2025Q1: 94,384 shares; 2025Q2: 96,346 shares; 2025Q3: 97,334 shares; 2025Q4: 163,270 shares; 2026Q1: 162,829 shares 162,829 $33.9M 0.08% -441 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: 190,234 shares; 2024Q4: not reported; 2025Q1: 141,934 shares; 2025Q2: 150,080 shares; 2025Q3: 154,762 shares; 2025Q4: 164,721 shares; 2026Q1: 170,195 shares 170,195 $33.9M 0.08% +5,474 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 565,850 shares; 2024Q4: 580,744 shares; 2025Q1: 618,950 shares; 2025Q2: 638,934 shares; 2025Q3: 641,116 shares; 2025Q4: 654,868 shares; 2026Q1: 657,281 shares 657,281 $33.4M 0.08% +2,413 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: 54,890 shares; 2024Q4: 54,234 shares; 2025Q1: 56,366 shares; 2025Q2: 61,207 shares; 2025Q3: 56,885 shares; 2025Q4: 256,559 shares; 2026Q1: 317,470 shares 317,470 $33.2M 0.08% +60,911 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,549 shares; 2024Q4: 222,533 shares; 2025Q1: 240,882 shares; 2025Q2: 224,641 shares; 2025Q3: 224,033 shares; 2025Q4: 226,484 shares; 2026Q1: 168,439 shares 168,439 $33.2M 0.08% -58,045 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,851 shares; 2024Q4: 281,145 shares; 2025Q1: 321,491 shares; 2025Q2: 294,313 shares; 2025Q3: 283,493 shares; 2025Q4: 289,831 shares; 2026Q1: 306,164 shares 306,164 $32.4M 0.08% +16,333 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: 405,974 shares; 2024Q4: 387,358 shares; 2025Q1: 378,154 shares; 2025Q2: 389,578 shares; 2025Q3: 388,643 shares; 2025Q4: 346,749 shares; 2026Q1: 335,488 shares 335,488 $32.3M 0.08% -11,261 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 562,129 shares; 2024Q4: 152,361 shares; 2025Q1: 161,395 shares; 2025Q2: 221,156 shares; 2025Q3: 182,848 shares; 2025Q4: 122,885 shares; 2026Q1: 484,237 shares 484,237 $32.2M 0.08% +361,352 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: 169,985 shares; 2024Q4: 109,469 shares; 2025Q1: 110,315 shares; 2025Q2: 149,864 shares; 2025Q3: 177,904 shares; 2025Q4: 171,705 shares; 2026Q1: 185,581 shares 185,581 $32.2M 0.08% +13,876 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: 64,555 shares; 2024Q4: 68,425 shares; 2025Q1: 69,157 shares; 2025Q2: 85,479 shares; 2025Q3: 85,257 shares; 2025Q4: 94,191 shares; 2026Q1: 97,405 shares 97,405 $32M 0.08% +3,214 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: 160,926 shares 160,926 $31.7M 0.08% new 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: 110,409 shares; 2024Q4: 112,037 shares; 2025Q1: 105,319 shares; 2025Q2: 105,809 shares; 2025Q3: 102,746 shares; 2025Q4: 105,274 shares; 2026Q1: 108,877 shares 108,877 $31.2M 0.08% +3,603 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: 170,949 shares; 2024Q4: 204,067 shares; 2025Q1: 225,176 shares; 2025Q2: 235,936 shares; 2025Q3: 238,080 shares; 2025Q4: 242,164 shares; 2026Q1: 238,136 shares 238,136 $31.2M 0.08% -4,028 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: 399,778 shares; 2024Q4: 444,573 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 824,332 shares; 2025Q4: 942,754 shares; 2026Q1: 614,451 shares 614,451 $31.1M 0.08% -328,303 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: 156,264 shares; 2024Q4: 150,219 shares; 2025Q1: 143,811 shares; 2025Q2: 107,849 shares; 2025Q3: 108,593 shares; 2025Q4: 110,000 shares; 2026Q1: 130,761 shares 130,761 $31.1M 0.08% +20,761 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 720,484 shares; 2024Q4: 559,672 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 620,477 shares; 2025Q4: 651,858 shares; 2026Q1: 781,863 shares 781,863 $31M 0.08% +130,005 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278,230 shares; 2024Q4: not reported; 2025Q1: 287,091 shares; 2025Q2: 284,142 shares; 2025Q3: 207,025 shares; 2025Q4: 240,436 shares; 2026Q1: 321,401 shares 321,401 $31M 0.08% +80,965 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,064 shares; 2024Q4: 82,326 shares; 2025Q1: 80,743 shares; 2025Q2: 93,294 shares; 2025Q3: 92,214 shares; 2025Q4: 89,911 shares; 2026Q1: 78,978 shares 78,978 $30.9M 0.08% -10,933 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: 273,929 shares; 2024Q4: 246,498 shares; 2025Q1: 240,094 shares; 2025Q2: 252,471 shares; 2025Q3: 232,636 shares; 2025Q4: 185,726 shares; 2026Q1: 340,211 shares 340,211 $30.5M 0.08% +154,485 Timeline FLQL 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: 394,186 shares; 2024Q4: 394,239 shares; 2025Q1: 388,574 shares; 2025Q2: 370,460 shares; 2025Q3: 381,481 shares; 2025Q4: 397,437 shares; 2026Q1: 448,344 shares 448,344 $30.3M 0.08% +50,907 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266,935 shares; 2024Q4: 275,535 shares; 2025Q1: 250,935 shares; 2025Q2: 141,628 shares; 2025Q3: 142,208 shares; 2025Q4: 238,963 shares; 2026Q1: 253,525 shares 253,525 $30.3M 0.07% +14,562 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: 1,499,607 shares; 2024Q4: 1,416,721 shares; 2025Q1: 1,074,812 shares; 2025Q2: 794,001 shares; 2025Q3: 626,446 shares; 2025Q4: 526,875 shares; 2026Q1: 534,263 shares 534,263 $30.2M 0.07% +7,388 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: 21,755 shares; 2024Q4: 69,732 shares; 2025Q1: 243,615 shares; 2025Q2: 514,100 shares; 2025Q3: 886,905 shares; 2025Q4: 1,056,937 shares; 2026Q1: 1,150,882 shares 1,150,882 $30.2M 0.07% +93,945 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,614 shares; 2024Q4: 119,199 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 185,825 shares; 2025Q4: 167,131 shares; 2026Q1: 186,612 shares 186,612 $29.3M 0.07% +19,481 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: 404,580 shares; 2024Q4: 384,365 shares; 2025Q1: 538,685 shares; 2025Q2: 565,212 shares; 2025Q3: 561,481 shares; 2025Q4: 496,967 shares; 2026Q1: 549,908 shares 549,908 $28.9M 0.07% +52,941 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,214,456 shares; 2024Q4: 1,198,784 shares; 2025Q1: 1,186,004 shares; 2025Q2: 1,161,809 shares; 2025Q3: 961,843 shares; 2025Q4: 922,395 shares; 2026Q1: 595,983 shares 595,983 $28.9M 0.07% -326,412 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: 21,277 shares; 2024Q4: 26,192 shares; 2025Q1: 28,894 shares; 2025Q2: 23,651 shares; 2025Q3: 26,677 shares; 2025Q4: 37,611 shares; 2026Q1: 39,303 shares 39,303 $28.6M 0.07% +1,692 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: not reported; 2024Q4: 235,779 shares; 2025Q1: 250,106 shares; 2025Q2: 272,521 shares; 2025Q3: 202,809 shares; 2025Q4: 232,860 shares; 2026Q1: 299,291 shares 299,291 $28.2M 0.07% +66,431 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,534 shares; 2024Q4: 64,004 shares; 2025Q1: 69,159 shares; 2025Q2: 68,180 shares; 2025Q3: 69,447 shares; 2025Q4: 74,924 shares; 2026Q1: 77,735 shares 77,735 $27.9M 0.07% +2,811 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,313 shares; 2024Q4: 115,208 shares; 2025Q1: 132,923 shares; 2025Q2: 145,276 shares; 2025Q3: 352,183 shares; 2025Q4: 430,659 shares; 2026Q1: 563,607 shares 563,607 $27.9M 0.07% +132,948 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,579 shares; 2024Q4: 127,698 shares; 2025Q1: 133,730 shares; 2025Q2: 74,220 shares; 2025Q3: 68,665 shares; 2025Q4: 109,419 shares; 2026Q1: 104,726 shares 104,726 $27.9M 0.07% -4,693 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,263 shares; 2024Q4: 114,880 shares; 2025Q1: 119,688 shares; 2025Q2: 122,825 shares; 2025Q3: 117,946 shares; 2025Q4: 118,349 shares; 2026Q1: 119,264 shares 119,264 $27.8M 0.07% +915 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 242,876 shares; 2025Q1: 260,672 shares; 2025Q2: 266,687 shares; 2025Q3: 276,450 shares; 2025Q4: 296,699 shares; 2026Q1: 539,000 shares 539,000 $27.8M 0.07% +242,301 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,876 shares; 2024Q4: 38,888 shares; 2025Q1: 34,953 shares; 2025Q2: 37,146 shares; 2025Q3: 37,276 shares; 2025Q4: 57,367 shares; 2026Q1: 63,931 shares 63,931 $27.7M 0.07% +6,564 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,417 shares; 2024Q4: 124,946 shares; 2025Q1: 113,449 shares; 2025Q2: 113,825 shares; 2025Q3: 108,065 shares; 2025Q4: 176,701 shares; 2026Q1: 176,049 shares 176,049 $27.7M 0.07% -652 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: 49,878 shares; 2024Q4: not reported; 2025Q1: 64,627 shares; 2025Q2: 53,833 shares; 2025Q3: 51,393 shares; 2025Q4: 49,407 shares; 2026Q1: 40,457 shares 40,457 $27.6M 0.07% -8,950 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: 283,691 shares; 2024Q4: 279,208 shares; 2025Q1: 255,079 shares; 2025Q2: 250,241 shares; 2025Q3: 250,359 shares; 2025Q4: 242,612 shares; 2026Q1: 251,286 shares 251,286 $27.6M 0.07% +8,674 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411,726 shares; 2024Q4: 408,576 shares; 2025Q1: 391,689 shares; 2025Q2: 277,397 shares; 2025Q3: 272,845 shares; 2025Q4: 275,952 shares; 2026Q1: 274,867 shares 274,867 $27.5M 0.07% -1,085 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: 40,495 shares; 2024Q4: 43,930 shares; 2025Q1: 41,865 shares; 2025Q2: 50,104 shares; 2025Q3: 47,144 shares; 2025Q4: 52,670 shares; 2026Q1: 44,437 shares 44,437 $27.4M 0.07% -8,233 Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 549,879 shares 549,879 $27.3M 0.07% new 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: 166,814 shares; 2024Q4: 160,821 shares; 2025Q1: 159,063 shares; 2025Q2: 189,070 shares; 2025Q3: 181,690 shares; 2025Q4: 198,065 shares; 2026Q1: 229,628 shares 229,628 $27.2M 0.07% +31,563 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: 260,461 shares; 2024Q4: 271,767 shares; 2025Q1: 288,738 shares; 2025Q2: 322,596 shares; 2025Q3: 330,341 shares; 2025Q4: 311,082 shares; 2026Q1: 328,577 shares 328,577 $27.1M 0.07% +17,495 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,162 shares; 2024Q4: 151,102 shares; 2025Q1: 155,619 shares; 2025Q2: 196,500 shares; 2025Q3: 392,949 shares; 2025Q4: 528,373 shares; 2026Q1: 753,833 shares 753,833 $27.1M 0.07% +225,460 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: 159,668 shares; 2024Q4: 174,798 shares; 2025Q1: 198,367 shares; 2025Q2: 280,069 shares; 2025Q3: 284,929 shares; 2025Q4: 201,514 shares; 2026Q1: 178,774 shares 178,774 $26.9M 0.07% -22,740 Timeline BBAG 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: 674,826 shares; 2024Q4: 439,804 shares; 2025Q1: 523,436 shares; 2025Q2: 533,719 shares; 2025Q3: 590,514 shares; 2025Q4: 585,787 shares; 2026Q1: 571,546 shares 571,546 $26.4M 0.07% -14,241 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,102 shares; 2024Q4: 86,086 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,556 shares; 2025Q4: 72,545 shares; 2026Q1: 80,596 shares 80,596 $26.4M 0.07% +8,051 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,768 shares; 2024Q4: 173,169 shares; 2025Q1: 167,633 shares; 2025Q2: 160,703 shares; 2025Q3: 156,024 shares; 2025Q4: 155,379 shares; 2026Q1: 141,530 shares 141,530 $26.1M 0.06% -13,849 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: 36,744 shares; 2024Q4: 65,381 shares; 2025Q1: 84,611 shares; 2025Q2: 87,086 shares; 2025Q3: 92,341 shares; 2025Q4: 214,316 shares; 2026Q1: 235,602 shares 235,602 $26.1M 0.06% +21,286 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,761 shares; 2024Q4: 20,647 shares; 2025Q1: 20,779 shares; 2025Q2: 318,703 shares; 2025Q3: 332,529 shares; 2025Q4: 340,749 shares; 2026Q1: 282,537 shares 282,537 $26.1M 0.06% -58,212 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 794,010 shares; 2024Q4: 772,132 shares; 2025Q1: 738,087 shares; 2025Q2: 735,412 shares; 2025Q3: 938,667 shares; 2025Q4: 968,638 shares; 2026Q1: 1,010,540 shares 1,010,540 $25.9M 0.06% +41,902 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,235 shares; 2024Q4: 275,013 shares; 2025Q1: 262,301 shares; 2025Q2: 480,653 shares; 2025Q3: 484,649 shares; 2025Q4: 476,601 shares; 2026Q1: 483,729 shares 483,729 $25.9M 0.06% +7,128 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200,787 shares; 2025Q1: 191,845 shares; 2025Q2: 188,193 shares; 2025Q3: 195,992 shares; 2025Q4: 197,929 shares; 2026Q1: 231,810 shares 231,810 $25.8M 0.06% +33,881 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,000 shares; 2024Q4: 243,565 shares; 2025Q1: 230,183 shares; 2025Q2: 244,507 shares; 2025Q3: 216,501 shares; 2025Q4: 162,339 shares; 2026Q1: 233,896 shares 233,896 $25.8M 0.06% +71,557 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: 658,425 shares; 2024Q4: 643,714 shares; 2025Q1: 604,896 shares; 2025Q2: 590,603 shares; 2025Q3: 544,537 shares; 2025Q4: 543,526 shares; 2026Q1: 546,709 shares 546,709 $25.7M 0.06% +3,183 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: 88,415 shares; 2024Q4: 89,966 shares; 2025Q1: 98,617 shares; 2025Q2: 107,810 shares; 2025Q3: 115,277 shares; 2025Q4: 123,117 shares; 2026Q1: 138,834 shares 138,834 $25.3M 0.06% +15,717 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267,538 shares; 2024Q4: 271,962 shares; 2025Q1: 268,945 shares; 2025Q2: 269,425 shares; 2025Q3: 270,589 shares; 2025Q4: 279,798 shares; 2026Q1: 285,999 shares 285,999 $25.3M 0.06% +6,201 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: 59,476 shares; 2024Q4: 52,032 shares; 2025Q1: 51,914 shares; 2025Q2: 49,671 shares; 2025Q3: 52,707 shares; 2025Q4: 57,165 shares; 2026Q1: 54,527 shares 54,527 $25.1M 0.06% -2,638 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,982 shares; 2024Q4: 207,579 shares; 2025Q1: 235,460 shares; 2025Q2: 242,701 shares; 2025Q3: 239,925 shares; 2025Q4: 213,158 shares; 2026Q1: 352,631 shares 352,631 $25.1M 0.06% +139,473 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: 431,085 shares; 2024Q4: 228,661 shares; 2025Q1: 170,123 shares; 2025Q2: 168,594 shares; 2025Q3: 167,111 shares; 2025Q4: 189,735 shares; 2026Q1: 178,714 shares 178,714 $24.9M 0.06% -11,021 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: 136,619 shares; 2024Q4: 130,907 shares; 2025Q1: 130,501 shares; 2025Q2: 177,128 shares; 2025Q3: 188,339 shares; 2025Q4: 208,937 shares; 2026Q1: 233,162 shares 233,162 $24.8M 0.06% +24,225 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 338,239 shares; 2024Q4: 258,942 shares; 2025Q1: 315,098 shares; 2025Q2: 315,017 shares; 2025Q3: 393,434 shares; 2025Q4: 373,670 shares; 2026Q1: 343,226 shares 343,226 $24.6M 0.06% -30,444 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,190 shares; 2024Q4: 107,236 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 91,121 shares; 2025Q4: 115,632 shares; 2026Q1: 136,855 shares 136,855 $24.6M 0.06% +21,223 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101,686 shares; 2026Q1: 276,403 shares 276,403 $24.6M 0.06% +174,717 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 192,853 shares; 2025Q1: 223,354 shares; 2025Q2: 289,006 shares; 2025Q3: 382,134 shares; 2025Q4: 440,192 shares; 2026Q1: 1,448,425 shares 1,448,425 $24.3M 0.06% +1,008,233 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: 69,333 shares; 2024Q4: 58,768 shares; 2025Q1: 57,707 shares; 2025Q2: 59,920 shares; 2025Q3: 60,079 shares; 2025Q4: 58,094 shares; 2026Q1: 62,181 shares 62,181 $24.3M 0.06% +4,087 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: 731,985 shares; 2024Q4: 721,538 shares; 2025Q1: 731,043 shares; 2025Q2: 357,685 shares; 2025Q3: 392,287 shares; 2025Q4: 401,060 shares; 2026Q1: 356,014 shares 356,014 $24.3M 0.06% -45,046 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309,584 shares; 2024Q4: 322,153 shares; 2025Q1: 331,567 shares; 2025Q2: 340,314 shares; 2025Q3: 449,734 shares; 2025Q4: 455,286 shares; 2026Q1: 452,190 shares 452,190 $24.1M 0.06% -3,096 Timeline FRDM 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: 278,951 shares; 2024Q4: 271,406 shares; 2025Q1: 266,738 shares; 2025Q2: 270,737 shares; 2025Q3: 404,095 shares; 2025Q4: 421,013 shares; 2026Q1: 440,218 shares 440,218 $24.1M 0.06% +19,205 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,488 shares; 2024Q4: 123,299 shares; 2025Q1: 230,990 shares; 2025Q2: 292,561 shares; 2025Q3: 268,210 shares; 2025Q4: 257,020 shares; 2026Q1: 259,197 shares 259,197 $24M 0.06% +2,177 Timeline FTSM 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: 409,627 shares; 2024Q4: 442,971 shares; 2025Q1: 477,801 shares; 2025Q2: 628,301 shares; 2025Q3: 626,166 shares; 2025Q4: 616,530 shares; 2026Q1: 398,654 shares 398,654 $23.8M 0.06% -217,876 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268,011 shares; 2024Q4: 308,349 shares; 2025Q1: 322,047 shares; 2025Q2: 336,696 shares; 2025Q3: 373,672 shares; 2025Q4: 420,652 shares; 2026Q1: 468,362 shares 468,362 $23.7M 0.06% +47,710 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,470 shares; 2024Q4: 4,306 shares; 2025Q1: 4,278 shares; 2025Q2: 4,279 shares; 2025Q3: 6,889 shares; 2025Q4: 198,252 shares; 2026Q1: 187,550 shares 187,550 $23.6M 0.06% -10,702 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285,239 shares; 2024Q4: 280,935 shares; 2025Q1: 269,511 shares; 2025Q2: 762,906 shares; 2025Q3: 743,602 shares; 2025Q4: 492,545 shares; 2026Q1: 508,933 shares 508,933 $23.6M 0.06% +16,388 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 695,481 shares; 2025Q4: 724,130 shares; 2026Q1: 927,408 shares 927,408 $23.5M 0.06% +203,278 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 262,802 shares; 2025Q3: 263,747 shares; 2025Q4: 351,635 shares; 2026Q1: 464,452 shares 464,452 $23.4M 0.06% +112,817 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: 379,194 shares; 2024Q4: 387,487 shares; 2025Q1: 388,712 shares; 2025Q2: 385,117 shares; 2025Q3: 386,166 shares; 2025Q4: 276,684 shares; 2026Q1: 274,739 shares 274,739 $23.4M 0.06% -1,945 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,419 shares; 2024Q4: 176,918 shares; 2025Q1: 187,970 shares; 2025Q2: 165,142 shares; 2025Q3: 159,758 shares; 2025Q4: 147,699 shares; 2026Q1: 135,899 shares 135,899 $23.4M 0.06% -11,800 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: 735,570 shares; 2024Q4: 591,102 shares; 2025Q1: 560,144 shares; 2025Q2: 543,867 shares; 2025Q3: 545,563 shares; 2025Q4: 544,488 shares; 2026Q1: 528,115 shares 528,115 $23.3M 0.06% -16,373 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: 401,665 shares; 2024Q4: 401,416 shares; 2025Q1: 310,636 shares; 2025Q2: 309,557 shares; 2025Q3: 302,554 shares; 2025Q4: 279,252 shares; 2026Q1: 316,089 shares 316,089 $23.3M 0.06% +36,837 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,427 shares; 2024Q4: 128,060 shares; 2025Q1: 119,533 shares; 2025Q2: 115,542 shares; 2025Q3: 121,383 shares; 2025Q4: 224,733 shares; 2026Q1: 242,405 shares 242,405 $23.3M 0.06% +17,672 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: 33,756 shares; 2024Q4: 30,284 shares; 2025Q1: 29,912 shares; 2025Q2: 68,858 shares; 2025Q3: 70,252 shares; 2025Q4: 71,378 shares; 2026Q1: 84,913 shares 84,913 $23M 0.06% +13,535 Timeline IMTM ISHARES 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: 363,329 shares; 2025Q1: 356,951 shares; 2025Q2: 372,969 shares; 2025Q3: 440,230 shares; 2025Q4: 456,737 shares; 2026Q1: 478,848 shares 478,848 $23M 0.06% +22,111 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: 380,461 shares; 2024Q4: 346,180 shares; 2025Q1: 336,147 shares; 2025Q2: 207,489 shares; 2025Q3: 204,533 shares; 2025Q4: 197,390 shares; 2026Q1: 248,335 shares 248,335 $22.8M 0.06% +50,945 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,330,830 shares; 2024Q4: 885,786 shares; 2025Q1: 1,061,692 shares; 2025Q2: 1,118,695 shares; 2025Q3: 1,130,530 shares; 2025Q4: 978,956 shares; 2026Q1: 1,036,453 shares 1,036,453 $22.6M 0.06% +57,497 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 631,530 shares; 2025Q4: 645,480 shares; 2026Q1: 666,177 shares 666,177 $22.4M 0.06% +20,697 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,945 shares; 2024Q4: 32,515 shares; 2025Q1: 32,813 shares; 2025Q2: 31,694 shares; 2025Q3: 36,785 shares; 2025Q4: 39,614 shares; 2026Q1: 256,428 shares 256,428 $22.3M 0.06% +216,814 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: 38 shares; 2024Q4: 37 shares; 2025Q1: 35 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares; 2026Q1: 31 shares 31 $22.3M 0.06% -2 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,738,744 shares; 2024Q4: 1,763,169 shares; 2025Q1: 1,887,598 shares; 2025Q2: 2,138,636 shares; 2025Q3: 2,340,270 shares; 2025Q4: 1,849,102 shares; 2026Q1: 2,011,090 shares 2,011,090 $22.2M 0.06% +161,988 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,030 shares; 2024Q4: 167,490 shares; 2025Q1: 182,228 shares; 2025Q2: 108,213 shares; 2025Q3: 106,239 shares; 2025Q4: 106,114 shares; 2026Q1: 106,553 shares 106,553 $22.2M 0.05% +439 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,032 shares; 2024Q4: 54,276 shares; 2025Q1: 66,096 shares; 2025Q2: 73,974 shares; 2025Q3: 76,416 shares; 2025Q4: 79,604 shares; 2026Q1: 106,100 shares 106,100 $22M 0.05% +26,496 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,745 shares; 2024Q4: 16,252 shares; 2025Q1: 14,431 shares; 2025Q2: 16,345 shares; 2025Q3: 18,278 shares; 2025Q4: 14,998 shares; 2026Q1: 18,938 shares 18,938 $21.9M 0.05% +3,940 Timeline XLRE 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: 1,229,731 shares; 2024Q4: 153,124 shares; 2025Q1: 140,487 shares; 2025Q2: 110,840 shares; 2025Q3: 149,808 shares; 2025Q4: 133,900 shares; 2026Q1: 535,397 shares 535,397 $21.9M 0.05% +401,497 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: 696,804 shares; 2024Q4: 1,179,081 shares; 2025Q1: 937,439 shares; 2025Q2: 501,972 shares; 2025Q3: 524,146 shares; 2025Q4: 562,031 shares; 2026Q1: 532,139 shares 532,139 $21.8M 0.05% -29,892 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,500 shares; 2025Q2: 83,805 shares; 2025Q3: 134,310 shares; 2025Q4: 167,596 shares; 2026Q1: 462,933 shares 462,933 $21.8M 0.05% +295,337 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,161,426 shares; 2024Q4: 1,157,841 shares; 2025Q1: 988,893 shares; 2025Q2: 894,864 shares; 2025Q3: 923,569 shares; 2025Q4: 949,055 shares; 2026Q1: 1,164,246 shares 1,164,246 $21.7M 0.05% +215,191 Timeline PDP 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: 175,370 shares; 2024Q4: 181,672 shares; 2025Q1: 180,659 shares; 2025Q2: 180,567 shares; 2025Q3: 181,668 shares; 2025Q4: 180,219 shares; 2026Q1: 179,803 shares 179,803 $21.7M 0.05% -416 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424,593 shares; 2024Q4: 464,177 shares; 2025Q1: 501,199 shares; 2025Q2: 561,401 shares; 2025Q3: 653,923 shares; 2025Q4: 688,364 shares; 2026Q1: 799,082 shares 799,082 $21.7M 0.05% +110,718 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: 761,834 shares; 2024Q4: 805,214 shares; 2025Q1: 932,170 shares; 2025Q2: 944,376 shares; 2025Q3: 1,157,808 shares; 2025Q4: 1,198,926 shares; 2026Q1: 1,200,431 shares 1,200,431 $21.6M 0.05% +1,505 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223,510 shares; 2024Q4: 218,022 shares; 2025Q1: 211,001 shares; 2025Q2: 180,654 shares; 2025Q3: 176,974 shares; 2025Q4: 154,213 shares; 2026Q1: 200,870 shares 200,870 $21.5M 0.05% +46,657 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: 56,140 shares; 2024Q4: 54,727 shares; 2025Q1: 54,405 shares; 2025Q2: 54,100 shares; 2025Q3: 52,882 shares; 2025Q4: 52,311 shares; 2026Q1: 52,487 shares 52,487 $21.4M 0.05% +176 Timeline QTEC 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: 108,178 shares; 2024Q4: 115,401 shares; 2025Q1: 108,723 shares; 2025Q2: 97,767 shares; 2025Q3: 94,208 shares; 2025Q4: 94,971 shares; 2026Q1: 98,395 shares 98,395 $21.3M 0.05% +3,424 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336,424 shares; 2024Q4: 222,045 shares; 2025Q1: 221,100 shares; 2025Q2: 258,832 shares; 2025Q3: 254,259 shares; 2025Q4: 233,673 shares; 2026Q1: 229,578 shares 229,578 $21.1M 0.05% -4,095 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,989 shares; 2024Q4: 6,327 shares; 2025Q1: 6,684 shares; 2025Q2: 7,339 shares; 2025Q3: 7,699 shares; 2025Q4: 7,559 shares; 2026Q1: 12,186 shares 12,186 $21.1M 0.05% +4,627 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: 276,948 shares; 2024Q4: 290,291 shares; 2025Q1: 295,628 shares; 2025Q2: 302,644 shares; 2025Q3: 278,770 shares; 2025Q4: 227,396 shares; 2026Q1: 214,731 shares 214,731 $20.9M 0.05% -12,665 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425,639 shares; 2024Q4: 442,744 shares; 2025Q1: 418,419 shares; 2025Q2: 426,426 shares; 2025Q3: 441,826 shares; 2025Q4: 530,349 shares; 2026Q1: 545,573 shares 545,573 $20.8M 0.05% +15,224 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,818 shares; 2024Q4: 29,344 shares; 2025Q1: 60,950 shares; 2025Q2: 66,963 shares; 2025Q3: 72,357 shares; 2025Q4: 88,509 shares; 2026Q1: 90,361 shares 90,361 $20.8M 0.05% +1,852 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,638 shares; 2024Q4: 9,427 shares; 2025Q1: 9,330 shares; 2025Q2: 9,006 shares; 2025Q3: 8,971 shares; 2025Q4: 34,369 shares; 2026Q1: 35,104 shares 35,104 $20.8M 0.05% +735 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: 619,168 shares; 2024Q4: 693,989 shares; 2025Q1: 295,754 shares; 2025Q2: 279,635 shares; 2025Q3: 246,044 shares; 2025Q4: 246,661 shares; 2026Q1: 236,963 shares 236,963 $20.8M 0.05% -9,698 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327,246 shares; 2024Q4: 335,350 shares; 2025Q1: 324,222 shares; 2025Q2: 320,603 shares; 2025Q3: 306,298 shares; 2025Q4: 286,949 shares; 2026Q1: 284,434 shares 284,434 $20.8M 0.05% -2,515 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: 468,382 shares; 2024Q4: 465,726 shares; 2025Q1: 461,176 shares; 2025Q2: 474,303 shares; 2025Q3: 525,657 shares; 2025Q4: 550,474 shares; 2026Q1: 579,741 shares 579,741 $20.7M 0.05% +29,267 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,547 shares; 2024Q4: 97,786 shares; 2025Q1: 96,488 shares; 2025Q2: 95,023 shares; 2025Q3: 94,235 shares; 2025Q4: 92,412 shares; 2026Q1: 88,598 shares 88,598 $20.7M 0.05% -3,814 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: 399,305 shares; 2024Q4: 369,463 shares; 2025Q1: 344,695 shares; 2025Q2: 367,223 shares; 2025Q3: 384,173 shares; 2025Q4: 361,369 shares; 2026Q1: 359,710 shares 359,710 $20.7M 0.05% -1,659 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: 46,507 shares; 2024Q4: 50,278 shares; 2025Q1: 56,514 shares; 2025Q2: 28,275 shares; 2025Q3: 33,737 shares; 2025Q4: 29,131 shares; 2026Q1: 52,264 shares 52,264 $20.7M 0.05% +23,133 Timeline JIG 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: 71,856 shares; 2024Q4: 76,339 shares; 2025Q1: 43,883 shares; 2025Q2: not reported; 2025Q3: 242,761 shares; 2025Q4: 262,392 shares; 2026Q1: 278,618 shares 278,618 $20.7M 0.05% +16,226 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,031 shares; 2024Q4: 135,051 shares; 2025Q1: 132,398 shares; 2025Q2: 134,492 shares; 2025Q3: 170,155 shares; 2025Q4: 175,818 shares; 2026Q1: 207,946 shares 207,946 $20.6M 0.05% +32,128 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,243 shares; 2024Q4: 26,304 shares; 2025Q1: 27,235 shares; 2025Q2: 26,939 shares; 2025Q3: 28,830 shares; 2025Q4: 47,220 shares; 2026Q1: 46,208 shares 46,208 $20.5M 0.05% -1,012 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: 104,243 shares; 2024Q4: 106,132 shares; 2025Q1: 106,308 shares; 2025Q2: 105,581 shares; 2025Q3: 109,015 shares; 2025Q4: 130,624 shares; 2026Q1: 144,059 shares 144,059 $20.5M 0.05% +13,435 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: 1,631,819 shares; 2024Q4: 1,629,200 shares; 2025Q1: 1,382,097 shares; 2025Q2: 1,251,379 shares; 2025Q3: 1,162,177 shares; 2025Q4: 1,156,582 shares; 2026Q1: 1,155,368 shares 1,155,368 $20.5M 0.05% -1,214 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,831 shares; 2024Q4: 242,272 shares; 2025Q1: 240,290 shares; 2025Q2: 176,568 shares; 2025Q3: 173,224 shares; 2025Q4: 186,910 shares; 2026Q1: 182,005 shares 182,005 $20.4M 0.05% -4,905 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,549 shares; 2024Q4: 4,696 shares; 2025Q1: 92,293 shares; 2025Q2: 95,690 shares; 2025Q3: 94,394 shares; 2025Q4: 87,342 shares; 2026Q1: 80,894 shares 80,894 $20.2M 0.05% -6,448 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265,034 shares; 2024Q4: 253,717 shares; 2025Q1: 254,957 shares; 2025Q2: 233,069 shares; 2025Q3: 257,994 shares; 2025Q4: 230,723 shares; 2026Q1: 248,006 shares 248,006 $20.2M 0.05% +17,283 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 280,289 shares; 2025Q2: 356,047 shares; 2025Q3: 385,812 shares; 2025Q4: 460,474 shares; 2026Q1: 956,652 shares 956,652 $20.1M 0.05% +496,178 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,323 shares; 2024Q4: 48,938 shares; 2025Q1: 60,401 shares; 2025Q2: 47,816 shares; 2025Q3: 25,561 shares; 2025Q4: 25,725 shares; 2026Q1: 242,762 shares 242,762 $20M 0.05% +217,037 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: 98,662 shares; 2024Q4: 616,345 shares; 2025Q1: 1,702,248 shares; 2025Q2: 1,861,773 shares; 2025Q3: 253,009 shares; 2025Q4: 201,439 shares; 2026Q1: 250,052 shares 250,052 $20M 0.05% +48,613 Timeline KBE 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: 17,481 shares; 2024Q4: 17,759 shares; 2025Q1: 16,991 shares; 2025Q2: 16,418 shares; 2025Q3: 15,665 shares; 2025Q4: 16,381 shares; 2026Q1: 334,848 shares 334,848 $19.9M 0.05% +318,467 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,156 shares; 2024Q4: 39,760 shares; 2025Q1: 36,952 shares; 2025Q2: 44,162 shares; 2025Q3: 35,964 shares; 2025Q4: 64,259 shares; 2026Q1: 72,005 shares 72,005 $19.8M 0.05% +7,746 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: 75,368 shares; 2024Q4: 74,061 shares; 2025Q1: 86,344 shares; 2025Q2: 93,348 shares; 2025Q3: 102,196 shares; 2025Q4: 66,261 shares; 2026Q1: 55,268 shares 55,268 $19.7M 0.05% -10,993 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,876 shares; 2024Q4: 139,060 shares; 2025Q1: 135,206 shares; 2025Q2: 145,733 shares; 2025Q3: 151,300 shares; 2025Q4: 150,045 shares; 2026Q1: 145,456 shares 145,456 $19.7M 0.05% -4,589 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: 470,784 shares; 2024Q4: 458,392 shares; 2025Q1: 471,173 shares; 2025Q2: 454,659 shares; 2025Q3: 424,754 shares; 2025Q4: 452,713 shares; 2026Q1: 459,834 shares 459,834 $19.6M 0.05% +7,121 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: 190,131 shares; 2024Q4: 193,541 shares; 2025Q1: 256,775 shares; 2025Q2: 300,547 shares; 2025Q3: 336,358 shares; 2025Q4: 332,329 shares; 2026Q1: 380,581 shares 380,581 $19.3M 0.05% +48,252 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,352 shares; 2024Q4: 195,947 shares; 2025Q1: 187,254 shares; 2025Q2: 238,180 shares; 2025Q3: 275,261 shares; 2025Q4: 277,948 shares; 2026Q1: 282,189 shares 282,189 $19.3M 0.05% +4,241 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,102 shares; 2024Q4: 23,614 shares; 2025Q1: 23,009 shares; 2025Q2: 22,850 shares; 2025Q3: 21,732 shares; 2025Q4: 53,815 shares; 2026Q1: 52,759 shares 52,759 $19.2M 0.05% -1,056 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: 251,501 shares; 2024Q4: 170,744 shares; 2025Q1: 155,085 shares; 2025Q2: 149,079 shares; 2025Q3: 145,757 shares; 2025Q4: 160,042 shares; 2026Q1: 250,177 shares 250,177 $19.1M 0.05% +90,135 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,719 shares; 2024Q4: 46,619 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 280,549 shares; 2025Q4: 250,668 shares; 2026Q1: 337,326 shares 337,326 $19.1M 0.05% +86,658 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,538 shares; 2024Q4: 128,347 shares; 2025Q1: 142,194 shares; 2025Q2: 136,281 shares; 2025Q3: 122,263 shares; 2025Q4: 118,536 shares; 2026Q1: 112,715 shares 112,715 $19.1M 0.05% -5,821 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: 44,962 shares; 2024Q4: 48,289 shares; 2025Q1: 44,958 shares; 2025Q2: 40,178 shares; 2025Q3: 60,629 shares; 2025Q4: 69,294 shares; 2026Q1: 75,907 shares 75,907 $19M 0.05% +6,613 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,214 shares; 2024Q4: 39,464 shares; 2025Q1: 39,460 shares; 2025Q2: 50,653 shares; 2025Q3: 38,289 shares; 2025Q4: 44,575 shares; 2026Q1: 47,710 shares 47,710 $19M 0.05% +3,135 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,886 shares; 2024Q4: 75,968 shares; 2025Q1: 70,198 shares; 2025Q2: 68,769 shares; 2025Q3: 67,061 shares; 2025Q4: 66,478 shares; 2026Q1: 71,134 shares 71,134 $18.9M 0.05% +4,656 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,186 shares; 2024Q4: 193,995 shares; 2025Q1: 192,910 shares; 2025Q2: 170,274 shares; 2025Q3: 164,955 shares; 2025Q4: 164,522 shares; 2026Q1: 166,478 shares 166,478 $18.8M 0.05% +1,956 Timeline KNG 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: 314,956 shares; 2024Q4: 307,912 shares; 2025Q1: 291,043 shares; 2025Q2: 305,786 shares; 2025Q3: 316,935 shares; 2025Q4: 311,776 shares; 2026Q1: 385,974 shares 385,974 $18.8M 0.05% +74,198 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: 416,603 shares; 2024Q4: not reported; 2025Q1: 520,999 shares; 2025Q2: 597,996 shares; 2025Q3: 647,103 shares; 2025Q4: 587,055 shares; 2026Q1: 687,715 shares 687,715 $18.8M 0.05% +100,660 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: 28,968 shares; 2024Q4: 23,856 shares; 2025Q1: 19,123 shares; 2025Q2: 18,440 shares; 2025Q3: 17,971 shares; 2025Q4: 18,114 shares; 2026Q1: 35,739 shares 35,739 $18.7M 0.05% +17,625 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,105,030 shares; 2024Q4: 369,797 shares; 2025Q1: 382,605 shares; 2025Q2: 397,391 shares; 2025Q3: 437,535 shares; 2025Q4: 528,188 shares; 2026Q1: 521,603 shares 521,603 $18.6M 0.05% -6,585 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: 85,019 shares; 2024Q4: 91,667 shares; 2025Q1: 28,333 shares; 2025Q2: 31,829 shares; 2025Q3: 83,977 shares; 2025Q4: 97,881 shares; 2026Q1: 111,812 shares 111,812 $18.5M 0.05% +13,931 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: 75,630 shares; 2024Q4: 73,865 shares; 2025Q1: 72,466 shares; 2025Q2: 69,913 shares; 2025Q3: 69,051 shares; 2025Q4: 70,501 shares; 2026Q1: 74,758 shares 74,758 $18.5M 0.05% +4,257 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: 103,884 shares; 2024Q4: 172,111 shares; 2025Q1: 176,307 shares; 2025Q2: 151,342 shares; 2025Q3: 140,060 shares; 2025Q4: 65,451 shares; 2026Q1: 156,212 shares 156,212 $18.5M 0.05% +90,761 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: 14,361 shares; 2024Q4: 30,727 shares; 2025Q1: 42,280 shares; 2025Q2: 43,963 shares; 2025Q3: 55,840 shares; 2025Q4: 104,069 shares; 2026Q1: 112,069 shares 112,069 $18.3M 0.05% +8,000 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,816 shares; 2024Q4: 123,456 shares; 2025Q1: 134,514 shares; 2025Q2: 138,670 shares; 2025Q3: 137,751 shares; 2025Q4: 141,800 shares; 2026Q1: 151,450 shares 151,450 $18.3M 0.05% +9,650 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: 163,243 shares; 2024Q4: 157,633 shares; 2025Q1: 271,795 shares; 2025Q2: 272,953 shares; 2025Q3: 262,004 shares; 2025Q4: 323,520 shares; 2026Q1: 321,339 shares 321,339 $18.1M 0.04% -2,181 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282,939 shares; 2024Q4: 256,556 shares; 2025Q1: 242,355 shares; 2025Q2: 243,579 shares; 2025Q3: 226,163 shares; 2025Q4: 207,801 shares; 2026Q1: 247,479 shares 247,479 $18M 0.04% +39,678 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,602 shares; 2024Q4: 53,549 shares; 2025Q1: 53,596 shares; 2025Q2: 49,454 shares; 2025Q3: 50,689 shares; 2025Q4: 49,508 shares; 2026Q1: 83,757 shares 83,757 $18M 0.04% +34,249 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: 93,587 shares; 2024Q4: 48,246 shares; 2025Q1: 119,039 shares; 2025Q2: 303,245 shares; 2025Q3: 353,820 shares; 2025Q4: 266,549 shares; 2026Q1: 437,681 shares 437,681 $17.7M 0.04% +171,132 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,834 shares; 2026Q1: 153,600 shares 153,600 $17.7M 0.04% +81,766 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: 187,696 shares; 2024Q4: 190,362 shares; 2025Q1: 157,541 shares; 2025Q2: 145,349 shares; 2025Q3: 152,182 shares; 2025Q4: 161,650 shares; 2026Q1: 195,785 shares 195,785 $17.7M 0.04% +34,135 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,924 shares; 2024Q4: 31,495 shares; 2025Q1: 242,529 shares; 2025Q2: 286,763 shares; 2025Q3: 363,939 shares; 2025Q4: 382,663 shares; 2026Q1: 397,945 shares 397,945 $17.6M 0.04% +15,282 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: 127,748 shares; 2024Q4: 142,423 shares; 2025Q1: 130,124 shares; 2025Q2: 133,089 shares; 2025Q3: 137,359 shares; 2025Q4: 138,008 shares; 2026Q1: 148,115 shares 148,115 $17.6M 0.04% +10,107 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,438 shares; 2024Q4: 66,368 shares; 2025Q1: 5,339 shares; 2025Q2: 5,339 shares; 2025Q3: 324,660 shares; 2025Q4: 340,082 shares; 2026Q1: 353,218 shares 353,218 $17.5M 0.04% +13,136 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: 56,844 shares; 2024Q4: 86,465 shares; 2025Q1: 75,582 shares; 2025Q2: 64,825 shares; 2025Q3: 57,770 shares; 2025Q4: 61,411 shares; 2026Q1: 67,409 shares 67,409 $17.3M 0.04% +5,998 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: 247,190 shares; 2024Q4: 257,817 shares; 2025Q1: 313,644 shares; 2025Q2: 341,479 shares; 2025Q3: 357,318 shares; 2025Q4: 376,346 shares; 2026Q1: 276,687 shares 276,687 $17.3M 0.04% -99,659 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,396 shares; 2024Q4: 16,670 shares; 2025Q1: 17,211 shares; 2025Q2: 11,604 shares; 2025Q3: 10,988 shares; 2025Q4: 12,415 shares; 2026Q1: 268,467 shares 268,467 $17.2M 0.04% +256,052 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,831 shares; 2024Q4: 100,687 shares; 2025Q1: 95,363 shares; 2025Q2: 79,280 shares; 2025Q3: 74,376 shares; 2025Q4: 73,360 shares; 2026Q1: 71,913 shares 71,913 $17.2M 0.04% -1,447 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 641,383 shares; 2024Q4: 622,387 shares; 2025Q1: 839,507 shares; 2025Q2: 807,931 shares; 2025Q3: 920,317 shares; 2025Q4: 879,867 shares; 2026Q1: 1,043,922 shares 1,043,922 $17.2M 0.04% +164,055 Timeline SCHI 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: 443,501 shares; 2024Q4: 861,598 shares; 2025Q1: 834,587 shares; 2025Q2: 832,249 shares; 2025Q3: 802,550 shares; 2025Q4: 770,426 shares; 2026Q1: 754,806 shares 754,806 $17.1M 0.04% -15,620 Timeline RDVI 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: 415,596 shares; 2024Q4: 531,073 shares; 2025Q1: 503,736 shares; 2025Q2: 575,752 shares; 2025Q3: 588,943 shares; 2025Q4: 628,660 shares; 2026Q1: 666,175 shares 666,175 $17M 0.04% +37,515 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,292 shares; 2024Q4: 109,275 shares; 2025Q1: 115,552 shares; 2025Q2: 107,652 shares; 2025Q3: 122,255 shares; 2025Q4: 110,639 shares; 2026Q1: 163,848 shares 163,848 $17M 0.04% +53,209 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,816 shares; 2024Q4: 116,107 shares; 2025Q1: 121,843 shares; 2025Q2: 145,898 shares; 2025Q3: 201,715 shares; 2025Q4: 306,850 shares; 2026Q1: 621,055 shares 621,055 $16.9M 0.04% +314,205 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: 542,167 shares; 2024Q4: 610,927 shares; 2025Q1: 624,361 shares; 2025Q2: 694,053 shares; 2025Q3: 735,106 shares; 2025Q4: 807,701 shares; 2026Q1: 867,869 shares 867,869 $16.8M 0.04% +60,168 Timeline BBMC 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: 140,109 shares; 2024Q4: 299,454 shares; 2025Q1: 171,666 shares; 2025Q2: 174,864 shares; 2025Q3: 172,685 shares; 2025Q4: 171,144 shares; 2026Q1: 154,078 shares 154,078 $16.7M 0.04% -17,066 Timeline FGD 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: 109,536 shares; 2024Q4: 122,005 shares; 2025Q1: 191,530 shares; 2025Q2: 447,827 shares; 2025Q3: 482,964 shares; 2025Q4: 520,310 shares; 2026Q1: 521,486 shares 521,486 $16.7M 0.04% +1,176 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294,806 shares; 2024Q4: 292,156 shares; 2025Q1: 305,395 shares; 2025Q2: 336,571 shares; 2025Q3: 345,338 shares; 2025Q4: 336,781 shares; 2026Q1: 297,310 shares 297,310 $16.4M 0.04% -39,471 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243,119 shares; 2024Q4: 239,817 shares; 2025Q1: 234,946 shares; 2025Q2: 213,026 shares; 2025Q3: 209,734 shares; 2025Q4: 204,367 shares; 2026Q1: 198,083 shares 198,083 $16.4M 0.04% -6,284 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,036 shares; 2024Q4: 12,195 shares; 2025Q1: 209,218 shares; 2025Q2: 221,896 shares; 2025Q3: 215,752 shares; 2025Q4: 238,691 shares; 2026Q1: 440,512 shares 440,512 $16.4M 0.04% +201,821 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,082 shares; 2024Q4: 248,336 shares; 2025Q1: 529,363 shares; 2025Q2: 589,776 shares; 2025Q3: 647,501 shares; 2025Q4: 699,390 shares; 2026Q1: 994,524 shares 994,524 $16.4M 0.04% +295,134 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,378 shares; 2024Q4: 167,329 shares; 2025Q1: 174,288 shares; 2025Q2: 175,680 shares; 2025Q3: 182,686 shares; 2025Q4: 188,548 shares; 2026Q1: 195,114 shares 195,114 $16.3M 0.04% +6,566 Timeline SPRY ARS PHARMACEUTICALS INC More: the full row for ARS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,158 shares; 2024Q4: 27,158 shares; 2025Q1: 448,669 shares; 2025Q2: 591,425 shares; 2025Q3: 1,213,020 shares; 2025Q4: 1,287,832 shares; 2026Q1: 2,016,464 shares 2,016,464 $16.2M 0.04% +728,632 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,438 shares; 2024Q4: 84,473 shares; 2025Q1: 86,078 shares; 2025Q2: 84,227 shares; 2025Q3: 85,252 shares; 2025Q4: 79,172 shares; 2026Q1: 77,685 shares 77,685 $16.1M 0.04% -1,487 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334,632 shares; 2024Q4: 359,384 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 225,559 shares; 2025Q4: 222,137 shares; 2026Q1: 219,161 shares 219,161 $15.9M 0.04% -2,976 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: 33,905 shares; 2024Q4: 32,286 shares; 2025Q1: 42,081 shares; 2025Q2: 45,058 shares; 2025Q3: 44,667 shares; 2025Q4: 44,585 shares; 2026Q1: 44,106 shares 44,106 $15.8M 0.04% -479 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,142 shares; 2024Q4: 90,067 shares; 2025Q1: 253,111 shares; 2025Q2: 279,661 shares; 2025Q3: 291,253 shares; 2025Q4: 303,553 shares; 2026Q1: 302,310 shares 302,310 $15.7M 0.04% -1,243 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,181 shares; 2024Q4: 62,880 shares; 2025Q1: 62,880 shares; 2025Q2: 65,132 shares; 2025Q3: 69,204 shares; 2025Q4: 46,851 shares; 2026Q1: 115,891 shares 115,891 $15.7M 0.04% +69,040 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,439 shares; 2024Q4: 148,825 shares; 2025Q1: 128,390 shares; 2025Q2: 115,016 shares; 2025Q3: 94,341 shares; 2025Q4: 123,860 shares; 2026Q1: 3,113,464 shares 3,113,464 $15.7M 0.04% +2,989,604 Timeline FTHI 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: 251,305 shares; 2024Q4: 333,080 shares; 2025Q1: 692,936 shares; 2025Q2: 786,087 shares; 2025Q3: 767,968 shares; 2025Q4: 661,602 shares; 2026Q1: 679,249 shares 679,249 $15.6M 0.04% +17,647 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,598 shares; 2024Q4: 166,456 shares; 2025Q1: 156,995 shares; 2025Q2: 161,028 shares; 2025Q3: 171,949 shares; 2025Q4: 171,109 shares; 2026Q1: 164,839 shares 164,839 $15.4M 0.04% -6,270 Timeline XBI 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: 85,557 shares; 2024Q4: 83,351 shares; 2025Q1: 67,711 shares; 2025Q2: 47,720 shares; 2025Q3: 43,022 shares; 2025Q4: 89,731 shares; 2026Q1: 120,550 shares 120,550 $15.4M 0.04% +30,819 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,305 shares; 2024Q4: 11,604 shares; 2025Q1: 20,557 shares; 2025Q2: 24,927 shares; 2025Q3: 23,825 shares; 2025Q4: 132,603 shares; 2026Q1: 138,789 shares 138,789 $15.4M 0.04% +6,186 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,214 shares; 2025Q1: 47,777 shares; 2025Q2: 48,049 shares; 2025Q3: 52,289 shares; 2025Q4: 51,430 shares; 2026Q1: 52,519 shares 52,519 $15.4M 0.04% +1,089 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,225 shares; 2024Q4: 36,505 shares; 2025Q1: 31,692 shares; 2025Q2: 28,026 shares; 2025Q3: 27,627 shares; 2025Q4: 233,056 shares; 2026Q1: 210,867 shares 210,867 $15.3M 0.04% -22,189 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: 258,967 shares; 2024Q4: 248,230 shares; 2025Q1: 184,026 shares; 2025Q2: 179,541 shares; 2025Q3: 295,326 shares; 2025Q4: 315,304 shares; 2026Q1: 381,592 shares 381,592 $15.3M 0.04% +66,288 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,455 shares; 2024Q4: 34,776 shares; 2025Q1: 38,913 shares; 2025Q2: 52,072 shares; 2025Q3: 55,175 shares; 2025Q4: 35,414 shares; 2026Q1: 31,527 shares 31,527 $15.3M 0.04% -3,887 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,917 shares; 2024Q4: 28,723 shares; 2025Q1: 28,545 shares; 2025Q2: 31,317 shares; 2025Q3: 30,552 shares; 2025Q4: 32,206 shares; 2026Q1: 31,084 shares 31,084 $15.3M 0.04% -1,122 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,323 shares; 2024Q4: 4,624 shares; 2025Q1: 4,813 shares; 2025Q2: 4,896 shares; 2025Q3: 5,973 shares; 2025Q4: 38,782 shares; 2026Q1: 50,729 shares 50,729 $15.1M 0.04% +11,947 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,268 shares; 2024Q4: 54,761 shares; 2025Q1: 50,564 shares; 2025Q2: 41,015 shares; 2025Q3: 40,550 shares; 2025Q4: 32,518 shares; 2026Q1: 31,368 shares 31,368 $15.1M 0.04% -1,150 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411,812 shares; 2024Q4: 394,835 shares; 2025Q1: 402,861 shares; 2025Q2: 299,962 shares; 2025Q3: 308,319 shares; 2025Q4: 174,009 shares; 2026Q1: 202,172 shares 202,172 $15.1M 0.04% +28,163 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 142,517 shares 142,517 $15M 0.04% new 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: 321,587 shares; 2024Q4: 349,763 shares; 2025Q1: 252,685 shares; 2025Q2: 224,328 shares; 2025Q3: 199,866 shares; 2025Q4: 197,587 shares; 2026Q1: 210,161 shares 210,161 $15M 0.04% +12,574 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,711 shares; 2024Q4: 178,142 shares; 2025Q1: 167,240 shares; 2025Q2: 140,434 shares; 2025Q3: 128,149 shares; 2025Q4: 84,354 shares; 2026Q1: 88,590 shares 88,590 $15M 0.04% +4,236 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: 186,199 shares; 2024Q4: 95,010 shares; 2025Q1: 95,890 shares; 2025Q2: 96,073 shares; 2025Q3: 109,363 shares; 2025Q4: 105,361 shares; 2026Q1: 105,744 shares 105,744 $15M 0.04% +383 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,772 shares; 2024Q4: 218,664 shares; 2025Q1: 222,815 shares; 2025Q2: 227,690 shares; 2025Q3: 228,663 shares; 2025Q4: 229,687 shares; 2026Q1: 227,837 shares 227,837 $14.9M 0.04% -1,850 Timeline PFFV 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: 20,906 shares; 2024Q4: 83,317 shares; 2025Q1: 175,850 shares; 2025Q2: 272,685 shares; 2025Q3: 328,052 shares; 2025Q4: 369,246 shares; 2026Q1: 681,034 shares 681,034 $14.9M 0.04% +311,788 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: 178,493 shares; 2026Q1: 162,298 shares 162,298 $14.8M 0.04% -16,195 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: 84,279 shares; 2024Q4: 85,646 shares; 2025Q1: 82,291 shares; 2025Q2: 77,108 shares; 2025Q3: 75,596 shares; 2025Q4: 77,812 shares; 2026Q1: 80,082 shares 80,082 $14.8M 0.04% +2,270 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264,567 shares; 2024Q4: 195,184 shares; 2025Q1: 154,418 shares; 2025Q2: 156,117 shares; 2025Q3: 159,928 shares; 2025Q4: 332,003 shares; 2026Q1: 397,760 shares 397,760 $14.6M 0.04% +65,757 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253,252 shares; 2024Q4: 239,300 shares; 2025Q1: 248,944 shares; 2025Q2: 342,544 shares; 2025Q3: 333,704 shares; 2025Q4: 339,315 shares; 2026Q1: 322,170 shares 322,170 $14.6M 0.04% -17,145 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: 112,683 shares; 2024Q4: 118,224 shares; 2025Q1: 118,990 shares; 2025Q2: 118,164 shares; 2025Q3: 173,991 shares; 2025Q4: 185,889 shares; 2026Q1: 188,742 shares 188,742 $14.6M 0.04% +2,853 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,587 shares; 2024Q4: 22,633 shares; 2025Q1: 28,287 shares; 2025Q2: 28,241 shares; 2025Q3: 30,299 shares; 2025Q4: 137,494 shares; 2026Q1: 136,114 shares 136,114 $14.5M 0.04% -1,380 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: 170,247 shares; 2024Q4: 130,085 shares; 2025Q1: 140,764 shares; 2025Q2: 154,890 shares; 2025Q3: 165,381 shares; 2025Q4: 181,804 shares; 2026Q1: 273,940 shares 273,940 $14.5M 0.04% +92,136 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,569 shares; 2024Q4: 17,750 shares; 2025Q1: 17,809 shares; 2025Q2: 18,720 shares; 2025Q3: 19,109 shares; 2025Q4: 20,125 shares; 2026Q1: 131,017 shares 131,017 $14.4M 0.04% +110,892 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: 34,740 shares; 2024Q4: 33,819 shares; 2025Q1: 32,525 shares; 2025Q2: 19,627 shares; 2025Q3: 19,420 shares; 2025Q4: 13,997 shares; 2026Q1: 829,660 shares 829,660 $14.4M 0.04% +815,663 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,895 shares; 2024Q4: 14,897 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,283 shares; 2025Q4: 9,516 shares; 2026Q1: 50,636 shares 50,636 $14.3M 0.04% +41,120 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: 102,736 shares; 2024Q4: 103,548 shares; 2025Q1: 99,890 shares; 2025Q2: 89,612 shares; 2025Q3: 85,434 shares; 2025Q4: 85,700 shares; 2026Q1: 104,743 shares 104,743 $14.3M 0.04% +19,043 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,291 shares; 2024Q4: 89,824 shares; 2025Q1: 103,314 shares; 2025Q2: 96,799 shares; 2025Q3: 164,499 shares; 2025Q4: 266,575 shares; 2026Q1: 330,044 shares 330,044 $14.2M 0.04% +63,469 Timeline BBHY 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: 628,982 shares; 2024Q4: 577,637 shares; 2025Q1: 608,536 shares; 2025Q2: 366,052 shares; 2025Q3: 410,340 shares; 2025Q4: 459,172 shares; 2026Q1: 310,530 shares 310,530 $14.2M 0.04% -148,642 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,109 shares; 2024Q4: 160,473 shares; 2025Q1: 161,113 shares; 2025Q2: 146,883 shares; 2025Q3: 147,673 shares; 2025Q4: 156,815 shares; 2026Q1: 145,578 shares 145,578 $14.2M 0.04% -11,237 Timeline CWB 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: 154,598 shares; 2024Q4: 154,747 shares; 2025Q1: 155,479 shares; 2025Q2: 156,413 shares; 2025Q3: 157,018 shares; 2025Q4: 157,146 shares; 2026Q1: 154,164 shares 154,164 $14.1M 0.03% -2,982 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,333 shares; 2024Q4: 23,527 shares; 2025Q1: 212,620 shares; 2025Q2: 295,418 shares; 2025Q3: 564,984 shares; 2025Q4: 568,340 shares; 2026Q1: 44,088 shares 44,088 $14M 0.03% -524,252 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,093 shares; 2024Q4: 43,877 shares; 2025Q1: 48,538 shares; 2025Q2: 36,202 shares; 2025Q3: 46,307 shares; 2025Q4: 45,336 shares; 2026Q1: 92,937 shares 92,937 $14M 0.03% +47,601 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD 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: 41,166 shares; 2026Q1: 41,215 shares 41,215 $14M 0.03% +49 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,252 shares; 2024Q4: 173,109 shares; 2025Q1: 195,604 shares; 2025Q2: 226,236 shares; 2025Q3: 251,815 shares; 2025Q4: 269,625 shares; 2026Q1: 273,164 shares 273,164 $13.9M 0.03% +3,539 Timeline JQUA 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: 217,816 shares; 2024Q4: 220,404 shares; 2025Q1: 215,475 shares; 2025Q2: 212,889 shares; 2025Q3: 212,115 shares; 2025Q4: 222,746 shares; 2026Q1: 227,289 shares 227,289 $13.9M 0.03% +4,543 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,413 shares; 2024Q4: 38,964 shares; 2025Q1: 255,191 shares; 2025Q2: 286,358 shares; 2025Q3: 440,939 shares; 2025Q4: 489,779 shares; 2026Q1: 524,792 shares 524,792 $13.9M 0.03% +35,013 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,826,548 shares; 2024Q4: 1,538,206 shares; 2025Q1: 1,465,467 shares; 2025Q2: 1,352,353 shares; 2025Q3: 717,041 shares; 2025Q4: 703,897 shares; 2026Q1: 805,630 shares 805,630 $13.9M 0.03% +101,733 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,087 shares; 2024Q4: 100,801 shares; 2025Q1: 228,553 shares; 2025Q2: 225,363 shares; 2025Q3: 219,324 shares; 2025Q4: 216,170 shares; 2026Q1: 200,343 shares 200,343 $13.9M 0.03% -15,827 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,630 shares; 2024Q4: 109,680 shares; 2025Q1: 123,450 shares; 2025Q2: 115,850 shares; 2025Q3: 103,086 shares; 2025Q4: 118,580 shares; 2026Q1: 138,468 shares 138,468 $13.9M 0.03% +19,888 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: 166,804 shares; 2024Q4: 162,551 shares; 2025Q1: 177,531 shares; 2025Q2: 101,586 shares; 2025Q3: 119,292 shares; 2025Q4: 121,128 shares; 2026Q1: 126,525 shares 126,525 $13.7M 0.03% +5,397 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309,352 shares; 2024Q4: 327,631 shares; 2025Q1: 339,437 shares; 2025Q2: 349,701 shares; 2025Q3: 392,444 shares; 2025Q4: 443,493 shares; 2026Q1: 283,918 shares 283,918 $13.7M 0.03% -159,575 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,802 shares; 2024Q4: 65,986 shares; 2025Q1: 75,481 shares; 2025Q2: 77,186 shares; 2025Q3: 73,250 shares; 2025Q4: 77,095 shares; 2026Q1: 68,899 shares 68,899 $13.6M 0.03% -8,196 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,854 shares; 2024Q4: 206,209 shares; 2025Q1: 207,776 shares; 2025Q2: 201,749 shares; 2025Q3: 205,216 shares; 2025Q4: 254,013 shares; 2026Q1: 247,803 shares 247,803 $13.6M 0.03% -6,210 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,906 shares; 2024Q4: 80,232 shares; 2025Q1: 93,463 shares; 2025Q2: 100,899 shares; 2025Q3: 103,803 shares; 2025Q4: 82,196 shares; 2026Q1: 68,068 shares 68,068 $13.5M 0.03% -14,128 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: 36,496 shares; 2024Q4: 33,161 shares; 2025Q1: 34,617 shares; 2025Q2: 34,315 shares; 2025Q3: 69,245 shares; 2025Q4: 74,234 shares; 2026Q1: 86,904 shares 86,904 $13.5M 0.03% +12,670 Timeline XDEC 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: 337,274 shares; 2024Q4: 341,951 shares; 2025Q1: 345,273 shares; 2025Q2: 347,346 shares; 2025Q3: 348,493 shares; 2025Q4: 344,691 shares; 2026Q1: 334,354 shares 334,354 $13.5M 0.03% -10,337 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,581 shares; 2024Q4: 65,723 shares; 2025Q1: 63,039 shares; 2025Q2: 55,632 shares; 2025Q3: 56,622 shares; 2025Q4: 60,760 shares; 2026Q1: 61,443 shares 61,443 $13.5M 0.03% +683 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,933 shares; 2025Q1: 6,163 shares; 2025Q2: 6,031 shares; 2025Q3: 7,740 shares; 2025Q4: 39,341 shares; 2026Q1: 40,301 shares 40,301 $13.4M 0.03% +960 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,738 shares; 2024Q4: 75,102 shares; 2025Q1: 73,770 shares; 2025Q2: 222,150 shares; 2025Q3: 214,022 shares; 2025Q4: 202,148 shares; 2026Q1: 199,570 shares 199,570 $13.4M 0.03% -2,578 Timeline USTB 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: 5,850 shares; 2025Q1: 10,829 shares; 2025Q2: 20,193 shares; 2025Q3: 43,013 shares; 2025Q4: 55,191 shares; 2026Q1: 263,995 shares 263,995 $13.4M 0.03% +208,804 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190,073 shares; 2026Q1: 629,946 shares 629,946 $13.3M 0.03% +439,873 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: 42,255 shares; 2024Q4: 39,335 shares; 2025Q1: 38,959 shares; 2025Q2: 31,505 shares; 2025Q3: 31,412 shares; 2025Q4: 31,010 shares; 2026Q1: 30,322 shares 30,322 $13.2M 0.03% -688 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 549,250 shares; 2024Q4: 557,926 shares; 2025Q1: 575,346 shares; 2025Q2: 602,915 shares; 2025Q3: 276,626 shares; 2025Q4: 279,050 shares; 2026Q1: 287,524 shares 287,524 $13.2M 0.03% +8,474 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,759 shares; 2024Q4: 20,088 shares; 2025Q1: 40,128 shares; 2025Q2: 40,034 shares; 2025Q3: 45,750 shares; 2025Q4: 211,466 shares; 2026Q1: 192,843 shares 192,843 $13.1M 0.03% -18,623 Timeline FBT 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: 43,156 shares; 2024Q4: 27,964 shares; 2025Q1: 27,888 shares; 2025Q2: 28,270 shares; 2025Q3: 29,300 shares; 2025Q4: 70,054 shares; 2026Q1: 65,265 shares 65,265 $13.1M 0.03% -4,789 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: 340,455 shares; 2024Q4: not reported; 2025Q1: 290,416 shares; 2025Q2: 258,037 shares; 2025Q3: 264,950 shares; 2025Q4: 258,713 shares; 2026Q1: 251,928 shares 251,928 $13.1M 0.03% -6,785 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,698 shares; 2024Q4: 35,614 shares; 2025Q1: 34,860 shares; 2025Q2: 42,678 shares; 2025Q3: 44,226 shares; 2025Q4: 42,927 shares; 2026Q1: 46,368 shares 46,368 $13.1M 0.03% +3,441 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: 25,658 shares; 2024Q4: 28,837 shares; 2025Q1: 30,000 shares; 2025Q2: 32,980 shares; 2025Q3: 35,739 shares; 2025Q4: 37,824 shares; 2026Q1: 39,715 shares 39,715 $13.1M 0.03% +1,891 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,603 shares; 2024Q4: 231,273 shares; 2025Q1: 220,827 shares; 2025Q2: 213,098 shares; 2025Q3: 214,889 shares; 2025Q4: 203,534 shares; 2026Q1: 196,863 shares 196,863 $13M 0.03% -6,671 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: 53,087 shares; 2024Q4: 52,320 shares; 2025Q1: 53,621 shares; 2025Q2: 49,837 shares; 2025Q3: 48,580 shares; 2025Q4: 48,031 shares; 2026Q1: 47,901 shares 47,901 $13M 0.03% -130 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: 77,765 shares; 2024Q4: 74,254 shares; 2025Q1: 60,723 shares; 2025Q2: 90,007 shares; 2025Q3: 91,444 shares; 2025Q4: 110,682 shares; 2026Q1: 122,001 shares 122,001 $13M 0.03% +11,319 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: 296,780 shares; 2024Q4: 315,156 shares; 2025Q1: 330,521 shares; 2025Q2: 323,933 shares; 2025Q3: 341,059 shares; 2025Q4: 346,907 shares; 2026Q1: 387,212 shares 387,212 $13M 0.03% +40,305 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 332,222 shares; 2025Q4: 319,494 shares; 2026Q1: 318,261 shares 318,261 $13M 0.03% -1,233 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: 36,018 shares; 2024Q4: 37,050 shares; 2025Q1: 36,135 shares; 2025Q2: 35,654 shares; 2025Q3: 35,173 shares; 2025Q4: 35,589 shares; 2026Q1: 36,387 shares 36,387 $13M 0.03% +798 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,099 shares; 2024Q4: 107,102 shares; 2025Q1: 107,375 shares; 2025Q2: 121,329 shares; 2025Q3: 122,839 shares; 2025Q4: 132,485 shares; 2026Q1: 128,908 shares 128,908 $13M 0.03% -3,577 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,021,446 shares; 2024Q4: 1,022,243 shares; 2025Q1: 869,997 shares; 2025Q2: 802,891 shares; 2025Q3: 788,032 shares; 2025Q4: 763,183 shares; 2026Q1: 658,730 shares 658,730 $12.9M 0.03% -104,453 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,923 shares; 2024Q4: 48,093 shares; 2025Q1: 129,081 shares; 2025Q2: 131,634 shares; 2025Q3: 155,085 shares; 2025Q4: 150,239 shares; 2026Q1: 170,750 shares 170,750 $12.8M 0.03% +20,511 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,163 shares; 2024Q4: 165,501 shares; 2025Q1: 192,367 shares; 2025Q2: 200,074 shares; 2025Q3: 187,842 shares; 2025Q4: 164,046 shares; 2026Q1: 172,333 shares 172,333 $12.8M 0.03% +8,287 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,705 shares; 2024Q4: not reported; 2025Q1: 80,360 shares; 2025Q2: 91,030 shares; 2025Q3: 97,377 shares; 2025Q4: 105,624 shares; 2026Q1: 100,558 shares 100,558 $12.8M 0.03% -5,066 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,297 shares; 2024Q4: 7,824 shares; 2025Q1: 4,343 shares; 2025Q2: 5,468 shares; 2025Q3: 10,873 shares; 2025Q4: 26,942 shares; 2026Q1: 39,744 shares 39,744 $12.8M 0.03% +12,802 Timeline FLJP 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: 79,728 shares; 2024Q4: 77,573 shares; 2025Q1: 77,283 shares; 2025Q2: 75,474 shares; 2025Q3: 79,590 shares; 2025Q4: 78,937 shares; 2026Q1: 351,887 shares 351,887 $12.7M 0.03% +272,950 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,537 shares; 2024Q4: 143,542 shares; 2025Q1: 138,397 shares; 2025Q2: 159,309 shares; 2025Q3: 160,630 shares; 2025Q4: 158,022 shares; 2026Q1: 175,588 shares 175,588 $12.7M 0.03% +17,566 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: 39,141 shares; 2024Q4: not reported; 2025Q1: 43,926 shares; 2025Q2: 45,984 shares; 2025Q3: 48,690 shares; 2025Q4: 53,650 shares; 2026Q1: 40,413 shares 40,413 $12.7M 0.03% -13,237 Timeline XLB 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: 67,116 shares; 2024Q4: 76,483 shares; 2025Q1: 72,099 shares; 2025Q2: 84,148 shares; 2025Q3: 89,274 shares; 2025Q4: 257,270 shares; 2026Q1: 253,341 shares 253,341 $12.7M 0.03% -3,929 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 318,206 shares 318,206 $12.6M 0.03% new Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 468,687 shares; 2025Q4: 485,962 shares; 2026Q1: 551,409 shares 551,409 $12.6M 0.03% +65,447 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,706 shares; 2024Q4: 116,083 shares; 2025Q1: 124,855 shares; 2025Q2: 121,052 shares; 2025Q3: 107,316 shares; 2025Q4: 102,665 shares; 2026Q1: 119,008 shares 119,008 $12.6M 0.03% +16,343 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,025 shares; 2024Q4: 134,079 shares; 2025Q1: 222,408 shares; 2025Q2: 222,047 shares; 2025Q3: 222,738 shares; 2025Q4: 219,302 shares; 2026Q1: 255,234 shares 255,234 $12.6M 0.03% +35,932 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: 261,421 shares; 2024Q4: 251,615 shares; 2025Q1: 239,365 shares; 2025Q2: 217,841 shares; 2025Q3: 232,032 shares; 2025Q4: 217,836 shares; 2026Q1: 245,070 shares 245,070 $12.6M 0.03% +27,234 Timeline