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: 23,148,042 shares; 2024Q4: 28,577,762 shares; 2025Q1: 32,272,101 shares; 2025Q2: 35,058,923 shares; 2025Q3: 35,215,110 shares; 2025Q4: 39,381,983 shares; 2026Q1: 39,228,809 shares 39,228,809 $16.6B 7.96% -153,174 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: 121,483,967 shares; 2024Q4: 128,947,585 shares; 2025Q1: 138,625,924 shares; 2025Q2: 145,385,703 shares; 2025Q3: 143,917,621 shares; 2025Q4: 138,558,797 shares; 2026Q1: 132,174,808 shares 132,174,808 $13B 6.26% -6,383,989 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: 11,574,855 shares; 2024Q4: 12,051,651 shares; 2025Q1: 14,282,483 shares; 2025Q2: 16,600,491 shares; 2025Q3: 17,201,745 shares; 2025Q4: 18,349,288 shares; 2026Q1: 18,924,918 shares 18,924,918 $12.1B 5.79% +575,630 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: 9,084,807 shares; 2024Q4: 9,387,695 shares; 2025Q1: 10,685,240 shares; 2025Q2: 13,185,471 shares; 2025Q3: 13,791,786 shares; 2025Q4: 14,438,145 shares; 2026Q1: 17,095,668 shares 17,095,668 $9.97B 4.79% +2,657,523 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,185,773 shares; 2024Q4: 53,858,087 shares; 2025Q1: 54,080,352 shares; 2025Q2: 52,282,312 shares; 2025Q3: 53,966,784 shares; 2025Q4: 55,273,064 shares; 2026Q1: 51,321,269 shares 51,321,269 $9.92B 4.77% -3,951,795 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: 87,420,572 shares; 2024Q4: 88,571,458 shares; 2025Q1: 89,235,188 shares; 2025Q2: 89,703,239 shares; 2025Q3: 96,540,540 shares; 2025Q4: 100,633,222 shares; 2026Q1: 108,462,596 shares 108,462,596 $9.49B 4.56% +7,829,374 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,990,340 shares; 2024Q4: 62,207,278 shares; 2025Q1: 66,497,354 shares; 2025Q2: 69,710,394 shares; 2025Q3: 75,344,008 shares; 2025Q4: 78,920,855 shares; 2026Q1: 92,963,542 shares 92,963,542 $8.87B 4.26% +14,042,687 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: 107,982 shares; 2024Q4: 15,584,437 shares; 2025Q1: 31,074,010 shares; 2025Q2: 44,200,159 shares; 2025Q3: 50,982,604 shares; 2025Q4: 57,574,162 shares; 2026Q1: 110,682,000 shares 110,682,000 $8.26B 3.97% +53,107,838 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: 14,474,418 shares; 2024Q4: 17,440,379 shares; 2025Q1: 18,352,893 shares; 2025Q2: 20,981,556 shares; 2025Q3: 23,008,930 shares; 2025Q4: 21,489,205 shares; 2026Q1: 26,272,163 shares 26,272,163 $7.43B 3.57% +4,782,958 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,391,682 shares; 2024Q4: 15,917,052 shares; 2025Q1: 16,130,782 shares; 2025Q2: 16,788,189 shares; 2025Q3: 17,324,351 shares; 2025Q4: 17,839,205 shares; 2026Q1: 18,664,465 shares 18,664,465 $5.44B 2.61% +825,260 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,059,249 shares; 2024Q4: 9,715,329 shares; 2025Q1: 10,190,121 shares; 2025Q2: 10,635,085 shares; 2025Q3: 11,290,255 shares; 2025Q4: 35,085,170 shares; 2026Q1: 49,428,037 shares 49,428,037 $3.76B 1.81% +14,342,867 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: 53,939,303 shares; 2024Q4: 60,525,582 shares; 2025Q1: 62,382,141 shares; 2025Q2: 66,774,459 shares; 2025Q3: 71,364,109 shares; 2025Q4: 76,564,104 shares; 2026Q1: 79,586,891 shares 79,586,891 $3.65B 1.75% +3,022,787 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: 9,279,943 shares; 2024Q4: 9,740,751 shares; 2025Q1: 10,240,732 shares; 2025Q2: 10,828,766 shares; 2025Q3: 11,256,502 shares; 2025Q4: 11,577,955 shares; 2026Q1: 10,453,379 shares 10,453,379 $3.64B 1.75% -1,124,576 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,122,184 shares; 2024Q4: 19,425,031 shares; 2025Q1: 20,808,055 shares; 2025Q2: 22,299,575 shares; 2025Q3: 61,767,288 shares; 2025Q4: 88,011,098 shares; 2026Q1: 95,360,826 shares 95,360,826 $3.47B 1.67% +7,349,728 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: 67,071,058 shares; 2024Q4: 61,462,419 shares; 2025Q1: 54,121,352 shares; 2025Q2: 49,517,444 shares; 2025Q3: 51,311,775 shares; 2025Q4: 52,908,486 shares; 2026Q1: 54,998,602 shares 54,998,602 $3.42B 1.64% +2,090,116 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,176,473 shares; 2024Q4: 5,892,052 shares; 2025Q1: 6,189,537 shares; 2025Q2: 7,776,974 shares; 2025Q3: 19,051,672 shares; 2025Q4: 30,941,102 shares; 2026Q1: 30,361,872 shares 30,361,872 $2.93B 1.41% -579,230 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,482,698 shares; 2024Q4: 1,734,575 shares; 2025Q1: 2,121,798 shares; 2025Q2: 2,291,692 shares; 2025Q3: 14,885,601 shares; 2025Q4: 16,260,705 shares; 2026Q1: 19,864,667 shares 19,864,667 $2.42B 1.16% +3,603,962 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,098,662 shares; 2024Q4: 1,463,971 shares; 2025Q1: 1,926,440 shares; 2025Q2: 2,287,145 shares; 2025Q3: 2,620,999 shares; 2025Q4: 2,873,037 shares; 2026Q1: 8,423,796 shares 8,423,796 $2.1B 1.01% +5,550,759 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,767,663 shares; 2024Q4: 2,306,508 shares; 2025Q1: 3,109,514 shares; 2025Q2: 3,751,823 shares; 2025Q3: 4,108,025 shares; 2025Q4: 4,514,530 shares; 2026Q1: 12,018,453 shares 12,018,453 $2.02B 0.97% +7,503,923 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: 22,159,445 shares; 2024Q4: 17,716,121 shares; 2025Q1: 18,411,354 shares; 2025Q2: 18,702,026 shares; 2025Q3: 34,132,198 shares; 2025Q4: 45,756,884 shares; 2026Q1: 58,747,186 shares 58,747,186 $1.92B 0.92% +12,990,302 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: 591,778 shares; 2024Q4: 818,188 shares; 2025Q1: 1,097,614 shares; 2025Q2: 1,315,091 shares; 2025Q3: 1,486,773 shares; 2025Q4: 1,677,698 shares; 2026Q1: 5,077,240 shares 5,077,240 $1.81B 0.87% +3,399,542 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: 1,070,046 shares; 2024Q4: 1,504,944 shares; 2025Q1: 2,029,711 shares; 2025Q2: 2,562,621 shares; 2025Q3: 2,948,468 shares; 2025Q4: 3,332,469 shares; 2026Q1: 8,516,303 shares 8,516,303 $1.7B 0.82% +5,183,834 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: 968,047 shares; 2024Q4: 1,326,410 shares; 2025Q1: 1,814,959 shares; 2025Q2: 2,293,189 shares; 2025Q3: 2,608,376 shares; 2025Q4: 2,821,584 shares; 2026Q1: 5,922,207 shares 5,922,207 $1.63B 0.78% +3,100,623 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: 707,301 shares; 2024Q4: 961,106 shares; 2025Q1: 1,148,294 shares; 2025Q2: 1,773,729 shares; 2025Q3: 1,919,469 shares; 2025Q4: 18,568,675 shares; 2026Q1: 20,057,125 shares 20,057,125 $1.36B 0.65% +1,488,450 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: 739,069 shares; 2024Q4: 961,987 shares; 2025Q1: 1,198,179 shares; 2025Q2: 1,384,762 shares; 2025Q3: 1,488,771 shares; 2025Q4: 1,602,037 shares; 2026Q1: 3,762,687 shares 3,762,687 $1.13B 0.54% +2,160,650 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,736,357 shares; 2024Q4: 9,320,249 shares; 2025Q1: 10,056,638 shares; 2025Q2: 10,804,657 shares; 2025Q3: 10,047,475 shares; 2025Q4: 9,708,345 shares; 2026Q1: 7,702,234 shares 7,702,234 $1.1B 0.53% -2,006,111 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: 7,081,678 shares; 2024Q4: 6,294,142 shares; 2025Q1: 6,092,014 shares; 2025Q2: 6,165,916 shares; 2025Q3: 5,232,290 shares; 2025Q4: 5,355,686 shares; 2026Q1: 6,741,171 shares 6,741,171 $1.01B 0.49% +1,385,485 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,092,431 shares; 2024Q4: 4,224,958 shares; 2025Q1: 5,837,667 shares; 2025Q2: 7,394,186 shares; 2025Q3: 8,606,166 shares; 2025Q4: 9,989,957 shares; 2026Q1: 12,067,891 shares 12,067,891 $832M 0.4% +2,077,934 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: 538,767 shares; 2024Q4: 852,304 shares; 2025Q1: 1,262,644 shares; 2025Q2: 1,815,339 shares; 2025Q3: 2,285,296 shares; 2025Q4: 2,779,380 shares; 2026Q1: 3,415,137 shares 3,415,137 $791M 0.38% +635,757 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,884,179 shares; 2024Q4: 4,306,885 shares; 2025Q1: 4,831,365 shares; 2025Q2: 5,698,055 shares; 2025Q3: 6,130,302 shares; 2025Q4: 6,417,565 shares; 2026Q1: 7,651,770 shares 7,651,770 $768M 0.37% +1,234,205 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,213,854 shares; 2024Q4: 7,332,914 shares; 2025Q1: 6,657,608 shares; 2025Q2: 6,964,529 shares; 2025Q3: 2,639,026 shares; 2025Q4: 2,499,811 shares; 2026Q1: 2,976,080 shares 2,976,080 $763M 0.37% +476,269 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: 141,874 shares; 2024Q4: 204,518 shares; 2025Q1: 283,481 shares; 2025Q2: 366,649 shares; 2025Q3: 421,626 shares; 2025Q4: 503,137 shares; 2026Q1: 1,394,773 shares 1,394,773 $736M 0.35% +891,636 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: 1,884,776 shares; 2024Q4: 1,924,969 shares; 2025Q1: 1,980,162 shares; 2025Q2: 1,987,578 shares; 2025Q3: 2,067,298 shares; 2025Q4: 2,182,394 shares; 2026Q1: 2,174,537 shares 2,174,537 $672M 0.32% -7,857 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 528,307 shares; 2024Q4: 607,400 shares; 2025Q1: 683,904 shares; 2025Q2: 773,617 shares; 2025Q3: 814,667 shares; 2025Q4: 874,716 shares; 2026Q1: 961,155 shares 961,155 $614M 0.3% +86,439 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: 5,377,783 shares; 2024Q4: 4,351,905 shares; 2025Q1: 3,230,661 shares; 2025Q2: 3,499,272 shares; 2025Q3: 3,669,595 shares; 2025Q4: 2,992,615 shares; 2026Q1: 6,354,951 shares 6,354,951 $597M 0.29% +3,362,336 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: 35,829 shares; 2024Q4: 59,115 shares; 2025Q1: 102,709 shares; 2025Q2: 160,117 shares; 2025Q3: 199,782 shares; 2025Q4: 237,910 shares; 2026Q1: 1,793,762 shares 1,793,762 $586M 0.28% +1,555,852 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: 87,192 shares; 2024Q4: 113,685 shares; 2025Q1: 149,687 shares; 2025Q2: 188,578 shares; 2025Q3: 218,571 shares; 2025Q4: 235,911 shares; 2026Q1: 650,867 shares 650,867 $573M 0.28% +414,956 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: 2,361,885 shares; 2024Q4: 2,419,536 shares; 2025Q1: 2,454,026 shares; 2025Q2: 2,412,159 shares; 2025Q3: 2,495,402 shares; 2025Q4: 2,627,102 shares; 2026Q1: 3,133,089 shares 3,133,089 $571M 0.27% +505,987 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: 308,045 shares; 2024Q4: 400,306 shares; 2025Q1: 492,604 shares; 2025Q2: 566,728 shares; 2025Q3: 636,370 shares; 2025Q4: 699,680 shares; 2026Q1: 1,902,811 shares 1,902,811 $563M 0.27% +1,203,131 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: 1,552,495 shares; 2024Q4: 2,685,061 shares; 2025Q1: 3,955,630 shares; 2025Q2: 5,646,393 shares; 2025Q3: 7,854,486 shares; 2025Q4: 10,333,172 shares; 2026Q1: 13,483,605 shares 13,483,605 $562M 0.27% +3,150,433 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: 445,031 shares; 2024Q4: 601,772 shares; 2025Q1: 769,996 shares; 2025Q2: 915,896 shares; 2025Q3: 1,025,461 shares; 2025Q4: 1,131,539 shares; 2026Q1: 1,966,359 shares 1,966,359 $558M 0.27% +834,820 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: 6,176,661 shares; 2024Q4: 3,985,097 shares; 2025Q1: 2,531,729 shares; 2025Q2: 2,037,447 shares; 2025Q3: 1,488,282 shares; 2025Q4: 1,507,315 shares; 2026Q1: 2,641,153 shares 2,641,153 $555M 0.27% +1,133,838 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,086,052 shares; 2024Q4: 3,598,079 shares; 2025Q1: 4,525,078 shares; 2025Q2: 5,474,798 shares; 2025Q3: 6,145,989 shares; 2025Q4: 6,827,466 shares; 2026Q1: 8,269,770 shares 8,269,770 $549M 0.26% +1,442,304 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: 14,649,688 shares; 2024Q4: 12,598,311 shares; 2025Q1: 9,822,559 shares; 2025Q2: 8,424,731 shares; 2025Q3: 6,869,047 shares; 2025Q4: 6,770,170 shares; 2026Q1: 7,441,607 shares 7,441,607 $536M 0.26% +671,437 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,590 shares; 2024Q4: 119,583 shares; 2025Q1: 157,902 shares; 2025Q2: 190,437 shares; 2025Q3: 220,011 shares; 2025Q4: 252,076 shares; 2026Q1: 1,879,140 shares 1,879,140 $515M 0.25% +1,627,064 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: 172,332 shares; 2024Q4: 251,389 shares; 2025Q1: 382,989 shares; 2025Q2: 537,909 shares; 2025Q3: 640,243 shares; 2025Q4: 727,936 shares; 2026Q1: 2,917,317 shares 2,917,317 $499M 0.24% +2,189,381 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263,827 shares; 2024Q4: 308,063 shares; 2025Q1: 371,321 shares; 2025Q2: 436,446 shares; 2025Q3: 480,061 shares; 2025Q4: 518,976 shares; 2026Q1: 1,134,310 shares 1,134,310 $468M 0.23% +615,334 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: 71,239 shares; 2024Q4: 93,441 shares; 2025Q1: 113,937 shares; 2025Q2: 130,182 shares; 2025Q3: 143,275 shares; 2025Q4: 150,758 shares; 2026Q1: 946,497 shares 946,497 $465M 0.22% +795,739 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: 7,694,597 shares; 2024Q4: 6,738,037 shares; 2025Q1: 5,298,751 shares; 2025Q2: 4,658,236 shares; 2025Q3: 3,796,121 shares; 2025Q4: 3,875,232 shares; 2026Q1: 4,299,898 shares 4,299,898 $463M 0.22% +424,666 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,872,287 shares; 2024Q4: 3,442,958 shares; 2025Q1: 3,529,097 shares; 2025Q2: 4,381,736 shares; 2025Q3: 5,703,321 shares; 2025Q4: 6,954,599 shares; 2026Q1: 8,880,433 shares 8,880,433 $441M 0.21% +1,925,834 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: 1,431,899 shares; 2024Q4: 1,630,781 shares; 2025Q1: 1,882,559 shares; 2025Q2: 2,143,196 shares; 2025Q3: 2,343,326 shares; 2025Q4: 2,595,284 shares; 2026Q1: 2,985,657 shares 2,985,657 $435M 0.21% +390,373 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: 699,335 shares; 2024Q4: 860,651 shares; 2025Q1: 1,096,198 shares; 2025Q2: 1,395,581 shares; 2025Q3: 1,542,835 shares; 2025Q4: 1,736,188 shares; 2026Q1: 2,055,747 shares 2,055,747 $433M 0.21% +319,559 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: 402,185 shares; 2024Q4: 554,349 shares; 2025Q1: 697,011 shares; 2025Q2: 832,799 shares; 2025Q3: 955,975 shares; 2025Q4: 1,045,296 shares; 2026Q1: 2,031,200 shares 2,031,200 $428M 0.21% +985,904 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: 2,429,329 shares; 2024Q4: 2,723,188 shares; 2025Q1: 6,862,034 shares; 2025Q2: 10,068,578 shares; 2025Q3: 2,089,493 shares; 2025Q4: 976,829 shares; 2026Q1: 4,197,675 shares 4,197,675 $412M 0.2% +3,220,846 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 508,257 shares; 2024Q4: 562,985 shares; 2025Q1: 568,450 shares; 2025Q2: 611,282 shares; 2025Q3: 673,817 shares; 2025Q4: 801,376 shares; 2026Q1: 2,718,482 shares 2,718,482 $387M 0.19% +1,917,106 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: 1,486,383 shares; 2024Q4: 2,225,640 shares; 2025Q1: 3,322,912 shares; 2025Q2: 4,591,124 shares; 2025Q3: 5,999,008 shares; 2025Q4: 7,527,486 shares; 2026Q1: 9,610,507 shares 9,610,507 $375M 0.18% +2,083,021 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: 349,945 shares; 2024Q4: 456,747 shares; 2025Q1: 559,577 shares; 2025Q2: 664,870 shares; 2025Q3: 745,052 shares; 2025Q4: 819,260 shares; 2026Q1: 1,551,388 shares 1,551,388 $374M 0.18% +732,128 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,404,373 shares; 2024Q4: 4,537,638 shares; 2025Q1: 4,861,523 shares; 2025Q2: 5,231,840 shares; 2025Q3: 5,577,746 shares; 2025Q4: 4,731,983 shares; 2026Q1: 2,851,583 shares 2,851,583 $356M 0.17% -1,880,400 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: 111,229 shares; 2024Q4: 157,141 shares; 2025Q1: 213,358 shares; 2025Q2: 256,451 shares; 2025Q3: 314,297 shares; 2025Q4: 363,361 shares; 2026Q1: 2,787,314 shares 2,787,314 $345M 0.17% +2,423,953 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 384,026 shares; 2024Q4: 880,464 shares; 2025Q1: 1,421,426 shares; 2025Q2: 1,509,160 shares; 2025Q3: 2,000,192 shares; 2025Q4: 3,046,853 shares; 2026Q1: 4,262,711 shares 4,262,711 $335M 0.16% +1,215,858 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: 396,618 shares; 2024Q4: 519,058 shares; 2025Q1: 677,436 shares; 2025Q2: 767,003 shares; 2025Q3: 856,139 shares; 2025Q4: 942,867 shares; 2026Q1: 1,758,650 shares 1,758,650 $334M 0.16% +815,783 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: 172,464 shares; 2024Q4: 236,852 shares; 2025Q1: 300,965 shares; 2025Q2: 357,262 shares; 2025Q3: 403,696 shares; 2025Q4: 462,320 shares; 2026Q1: 706,009 shares 706,009 $331M 0.16% +243,689 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: 8,331,908 shares; 2024Q4: 5,888,244 shares; 2025Q1: 4,497,096 shares; 2025Q2: 2,759,719 shares; 2025Q3: 2,811,945 shares; 2025Q4: 2,849,667 shares; 2026Q1: 2,990,288 shares 2,990,288 $328M 0.16% +140,621 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: 95,484 shares; 2024Q4: 168,892 shares; 2025Q1: 251,774 shares; 2025Q2: 346,120 shares; 2025Q3: 410,930 shares; 2025Q4: 483,730 shares; 2026Q1: 573,848 shares 573,848 $323M 0.16% +90,118 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: 454,290 shares; 2024Q4: 606,467 shares; 2025Q1: 797,908 shares; 2025Q2: 853,896 shares; 2025Q3: 838,536 shares; 2025Q4: 879,646 shares; 2026Q1: 2,659,381 shares 2,659,381 $318M 0.15% +1,779,735 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: 386,126 shares; 2024Q4: 532,288 shares; 2025Q1: 679,906 shares; 2025Q2: 798,156 shares; 2025Q3: 899,293 shares; 2025Q4: 976,312 shares; 2026Q1: 2,218,265 shares 2,218,265 $317M 0.15% +1,241,953 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,208,041 shares; 2024Q4: 1,516,730 shares; 2025Q1: 1,510,950 shares; 2025Q2: 1,962,716 shares; 2025Q3: 2,071,369 shares; 2025Q4: 2,272,610 shares; 2026Q1: 2,953,836 shares 2,953,836 $312M 0.15% +681,226 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,860,215 shares; 2024Q4: 3,189,832 shares; 2025Q1: 3,346,454 shares; 2025Q2: 3,845,647 shares; 2025Q3: 3,376,293 shares; 2025Q4: 3,580,407 shares; 2026Q1: 4,207,293 shares 4,207,293 $308M 0.15% +626,886 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: 673,328 shares; 2024Q4: 860,648 shares; 2025Q1: 1,091,254 shares; 2025Q2: 1,276,843 shares; 2025Q3: 1,412,307 shares; 2025Q4: 1,523,650 shares; 2026Q1: 6,537,754 shares 6,537,754 $308M 0.15% +5,014,104 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: 1,069,637 shares; 2024Q4: 1,750,757 shares; 2025Q1: 2,633,492 shares; 2025Q2: 3,845,225 shares; 2025Q3: 4,799,841 shares; 2025Q4: 6,149,146 shares; 2026Q1: 7,801,326 shares 7,801,326 $292M 0.14% +1,652,180 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: 8,089,219 shares; 2024Q4: 8,441,577 shares; 2025Q1: 7,915,281 shares; 2025Q2: 4,814,006 shares; 2025Q3: 1,017,868 shares; 2025Q4: 1,039,000 shares; 2026Q1: 1,191,917 shares 1,191,917 $290M 0.14% +152,917 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: 82,375 shares; 2024Q4: 104,908 shares; 2025Q1: 128,299 shares; 2025Q2: 150,189 shares; 2025Q3: 169,572 shares; 2025Q4: 187,389 shares; 2026Q1: 925,742 shares 925,742 $285M 0.14% +738,353 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: 386,027 shares; 2024Q4: 522,027 shares; 2025Q1: 690,119 shares; 2025Q2: 803,590 shares; 2025Q3: 889,305 shares; 2025Q4: 948,912 shares; 2026Q1: 3,237,420 shares 3,237,420 $282M 0.14% +2,288,508 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,940 shares; 2024Q4: 39,661 shares; 2025Q1: 50,989 shares; 2025Q2: 69,507 shares; 2025Q3: 74,859 shares; 2025Q4: 77,808 shares; 2026Q1: 1,308,753 shares 1,308,753 $277M 0.13% +1,230,945 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: 6,272,017 shares; 2024Q4: 6,887,870 shares; 2025Q1: 2,810,381 shares; 2025Q2: 2,043,236 shares; 2025Q3: 2,166,492 shares; 2025Q4: 2,417,959 shares; 2026Q1: 5,513,003 shares 5,513,003 $274M 0.13% +3,095,044 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: 101,105 shares; 2024Q4: 136,819 shares; 2025Q1: 155,445 shares; 2025Q2: 173,116 shares; 2025Q3: 185,573 shares; 2025Q4: 196,282 shares; 2026Q1: 1,821,796 shares 1,821,796 $270M 0.13% +1,625,514 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: 112,529 shares; 2024Q4: 154,129 shares; 2025Q1: 239,337 shares; 2025Q2: 302,460 shares; 2025Q3: 350,825 shares; 2025Q4: 391,857 shares; 2026Q1: 741,379 shares 741,379 $268M 0.13% +349,522 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: 115,780 shares; 2024Q4: 223,959 shares; 2025Q1: 390,771 shares; 2025Q2: 535,373 shares; 2025Q3: 607,672 shares; 2025Q4: 696,672 shares; 2026Q1: 1,307,106 shares 1,307,106 $264M 0.13% +610,434 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 684,179 shares; 2024Q4: 699,325 shares; 2025Q1: 723,604 shares; 2025Q2: 767,631 shares; 2025Q3: 806,462 shares; 2025Q4: 882,883 shares; 2026Q1: 1,036,302 shares 1,036,302 $262M 0.13% +153,419 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: 102,105 shares; 2024Q4: 139,463 shares; 2025Q1: 173,782 shares; 2025Q2: 205,455 shares; 2025Q3: 235,843 shares; 2025Q4: 255,933 shares; 2026Q1: 852,691 shares 852,691 $261M 0.13% +596,758 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: 2,621,552 shares; 2024Q4: 2,756,003 shares; 2025Q1: 3,130,494 shares; 2025Q2: 3,403,180 shares; 2025Q3: 3,662,285 shares; 2025Q4: 4,156,760 shares; 2026Q1: 4,846,903 shares 4,846,903 $258M 0.12% +690,143 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: 104,032 shares; 2024Q4: 134,393 shares; 2025Q1: 173,049 shares; 2025Q2: 196,551 shares; 2025Q3: 224,407 shares; 2025Q4: 245,141 shares; 2026Q1: 453,252 shares 453,252 $257M 0.12% +208,111 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,192,350 shares; 2024Q4: 2,328,337 shares; 2025Q1: 2,442,915 shares; 2025Q2: 2,572,625 shares; 2025Q3: 2,694,026 shares; 2025Q4: 2,891,080 shares; 2026Q1: 3,468,500 shares 3,468,500 $253M 0.12% +577,420 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: 5,115 shares; 2025Q1: 7,902 shares; 2025Q2: 11,445 shares; 2025Q3: 14,500 shares; 2025Q4: 20,056 shares; 2026Q1: 1,644,956 shares 1,644,956 $251M 0.12% +1,624,900 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: 271,731 shares; 2024Q4: 404,936 shares; 2025Q1: 539,563 shares; 2025Q2: 646,114 shares; 2025Q3: 743,492 shares; 2025Q4: 829,857 shares; 2026Q1: 3,276,983 shares 3,276,983 $248M 0.12% +2,447,126 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267,888 shares; 2024Q4: 412,041 shares; 2025Q1: 541,120 shares; 2025Q2: 715,212 shares; 2025Q3: 825,732 shares; 2025Q4: 911,775 shares; 2026Q1: 3,211,555 shares 3,211,555 $248M 0.12% +2,299,780 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: 291,394 shares; 2024Q4: 342,879 shares; 2025Q1: 418,272 shares; 2025Q2: 494,365 shares; 2025Q3: 555,676 shares; 2025Q4: 643,191 shares; 2026Q1: 773,538 shares 773,538 $243M 0.12% +130,347 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: 183,878 shares; 2024Q4: 493,749 shares; 2025Q1: 944,747 shares; 2025Q2: 1,757,166 shares; 2025Q3: 2,122,912 shares; 2025Q4: 2,483,557 shares; 2026Q1: 2,930,243 shares 2,930,243 $240M 0.12% +446,686 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: 68,153 shares; 2024Q4: 86,915 shares; 2025Q1: 103,983 shares; 2025Q2: 129,026 shares; 2025Q3: 152,635 shares; 2025Q4: 160,730 shares; 2026Q1: 506,040 shares 506,040 $240M 0.12% +345,310 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: 3,850 shares; 2024Q4: 7,555 shares; 2025Q1: 13,523 shares; 2025Q2: 19,224 shares; 2025Q3: 24,380 shares; 2025Q4: 27,207 shares; 2026Q1: 183,763 shares 183,763 $239M 0.12% +156,556 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: 44,581 shares; 2024Q4: 62,476 shares; 2025Q1: 87,924 shares; 2025Q2: 106,916 shares; 2025Q3: 124,725 shares; 2025Q4: 137,368 shares; 2026Q1: 241,960 shares 241,960 $238M 0.11% +104,592 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: 1,396,181 shares; 2024Q4: 1,508,819 shares; 2025Q1: 1,658,980 shares; 2025Q2: 1,861,338 shares; 2025Q3: 2,119,821 shares; 2025Q4: 2,460,506 shares; 2026Q1: 3,109,181 shares 3,109,181 $238M 0.11% +648,675 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,023 shares; 2024Q4: 102,464 shares; 2025Q1: 170,268 shares; 2025Q2: 252,665 shares; 2025Q3: 291,838 shares; 2025Q4: 314,091 shares; 2026Q1: 1,766,840 shares 1,766,840 $236M 0.11% +1,452,749 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: 63,603 shares; 2024Q4: 88,815 shares; 2025Q1: 117,570 shares; 2025Q2: 153,070 shares; 2025Q3: 177,886 shares; 2025Q4: 202,151 shares; 2026Q1: 731,337 shares 731,337 $235M 0.11% +529,186 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: 264,923 shares; 2026Q1: 2,616,965 shares 2,616,965 $235M 0.11% +2,352,042 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,859 shares; 2024Q4: 82,382 shares; 2025Q1: 105,534 shares; 2025Q2: 120,661 shares; 2025Q3: 107,497 shares; 2025Q4: 120,817 shares; 2026Q1: 3,886,821 shares 3,886,821 $225M 0.11% +3,766,004 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: 19,005 shares; 2024Q4: 42,368 shares; 2025Q1: 600,596 shares; 2025Q2: 1,323,831 shares; 2025Q3: 1,435,255 shares; 2025Q4: 1,542,662 shares; 2026Q1: 2,077,244 shares 2,077,244 $221M 0.11% +534,582 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: 244,607 shares; 2024Q4: 315,313 shares; 2025Q1: 394,008 shares; 2025Q2: 452,302 shares; 2025Q3: 507,162 shares; 2025Q4: 550,633 shares; 2026Q1: 944,206 shares 944,206 $218M 0.1% +393,573 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: 25,771 shares; 2024Q4: 36,576 shares; 2025Q1: 50,692 shares; 2025Q2: 66,936 shares; 2025Q3: 92,616 shares; 2025Q4: 115,379 shares; 2026Q1: 761,718 shares 761,718 $215M 0.1% +646,339 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,210 shares; 2024Q4: 27,561 shares; 2025Q1: 37,916 shares; 2025Q2: 41,842 shares; 2025Q3: 45,998 shares; 2025Q4: 57,783 shares; 2026Q1: 594,884 shares 594,884 $213M 0.1% +537,101 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,382,526 shares; 2024Q4: 2,400,592 shares; 2025Q1: 1,311,587 shares; 2025Q2: 1,062,970 shares; 2025Q3: 906,506 shares; 2025Q4: 845,509 shares; 2026Q1: 984,444 shares 984,444 $210M 0.1% +138,935 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 355,789 shares; 2024Q4: 511,521 shares; 2025Q1: 677,924 shares; 2025Q2: 805,219 shares; 2025Q3: 884,130 shares; 2025Q4: 974,546 shares; 2026Q1: 1,610,470 shares 1,610,470 $209M 0.1% +635,924 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: 4,477 shares; 2024Q4: 7,753 shares; 2025Q1: 10,386 shares; 2025Q2: 13,237 shares; 2025Q3: 15,018 shares; 2025Q4: 16,181 shares; 2026Q1: 637,285 shares 637,285 $203M 0.1% +621,104 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,477,229 shares; 2024Q4: 3,540,054 shares; 2025Q1: 4,221,532 shares; 2025Q2: 4,878,673 shares; 2025Q3: 5,639,255 shares; 2025Q4: 6,465,368 shares; 2026Q1: 8,345,201 shares 8,345,201 $201M 0.1% +1,879,833 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: 578,410 shares; 2024Q4: 726,347 shares; 2025Q1: 930,668 shares; 2025Q2: 1,211,347 shares; 2025Q3: 1,454,093 shares; 2025Q4: 1,733,531 shares; 2026Q1: 2,193,118 shares 2,193,118 $201M 0.1% +459,587 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: 949 shares; 2024Q4: 1,953 shares; 2025Q1: 1,893 shares; 2025Q2: 3,362 shares; 2025Q3: 3,866 shares; 2025Q4: 9,549 shares; 2026Q1: 2,114,031 shares 2,114,031 $197M 0.09% +2,104,482 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: 42,779 shares; 2025Q1: 80,441 shares; 2025Q2: 96,338 shares; 2025Q3: 105,575 shares; 2025Q4: 114,446 shares; 2026Q1: 209,745 shares 209,745 $196M 0.09% +95,299 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: 21,319 shares; 2024Q4: 31,970 shares; 2025Q1: 46,037 shares; 2025Q2: 58,265 shares; 2025Q3: 71,836 shares; 2025Q4: 81,207 shares; 2026Q1: 401,050 shares 401,050 $194M 0.09% +319,843 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,271 shares; 2024Q4: 356,486 shares; 2025Q1: 456,817 shares; 2025Q2: 571,900 shares; 2025Q3: 669,072 shares; 2025Q4: 725,604 shares; 2026Q1: 1,254,640 shares 1,254,640 $192M 0.09% +529,036 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: 1,004,416 shares 1,004,416 $189M 0.09% new 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: 39,344 shares; 2024Q4: 50,145 shares; 2025Q1: 67,926 shares; 2025Q2: 78,665 shares; 2025Q3: 88,476 shares; 2025Q4: 491,858 shares; 2026Q1: 1,856,285 shares 1,856,285 $185M 0.09% +1,364,427 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: 460,228 shares; 2024Q4: 766,218 shares; 2025Q1: 1,193,604 shares; 2025Q2: 1,575,902 shares; 2025Q3: 1,837,887 shares; 2025Q4: 2,128,223 shares; 2026Q1: 2,467,657 shares 2,467,657 $183M 0.09% +339,434 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,954,789 shares; 2024Q4: 1,912,378 shares; 2025Q1: 646,506 shares; 2025Q2: 688,885 shares; 2025Q3: 562,371 shares; 2025Q4: 515,197 shares; 2026Q1: 617,063 shares 617,063 $182M 0.09% +101,866 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: 221,096 shares; 2024Q4: 328,672 shares; 2025Q1: 461,806 shares; 2025Q2: 587,937 shares; 2025Q3: 718,097 shares; 2025Q4: 867,613 shares; 2026Q1: 1,480,640 shares 1,480,640 $182M 0.09% +613,027 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,951 shares; 2024Q4: 22,447 shares; 2025Q1: 24,315 shares; 2025Q2: 26,162 shares; 2025Q3: 34,912 shares; 2025Q4: 39,961 shares; 2026Q1: 8,890,185 shares 8,890,185 $180M 0.09% +8,850,224 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,069 shares; 2024Q4: 14,731 shares; 2025Q1: 18,794 shares; 2025Q2: 32,859 shares; 2025Q3: 43,676 shares; 2025Q4: 54,061 shares; 2026Q1: 12,478,180 shares 12,478,180 $178M 0.09% +12,424,119 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,553 shares; 2024Q4: 3,118 shares; 2025Q1: 4,693 shares; 2025Q2: 6,276 shares; 2025Q3: 6,177 shares; 2025Q4: 7,839 shares; 2026Q1: 2,157,622 shares 2,157,622 $177M 0.08% +2,149,783 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: 854,995 shares; 2024Q4: 1,335,007 shares; 2025Q1: 1,963,522 shares; 2025Q2: 2,946,022 shares; 2025Q3: 3,578,414 shares; 2025Q4: 4,182,196 shares; 2026Q1: 5,426,564 shares 5,426,564 $177M 0.08% +1,244,368 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: 2,676 shares; 2024Q4: 5,170 shares; 2025Q1: 12,247 shares; 2025Q2: 17,133 shares; 2025Q3: 25,531 shares; 2025Q4: 33,798 shares; 2026Q1: 207,057 shares 207,057 $177M 0.08% +173,259 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: 1,234 shares; 2024Q4: 1,786 shares; 2025Q1: 2,680 shares; 2025Q2: 3,787 shares; 2025Q3: 5,148 shares; 2025Q4: 5,447 shares; 2026Q1: 121,580 shares 121,580 $175M 0.08% +116,133 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: 128,959 shares; 2024Q4: 217,376 shares; 2025Q1: 359,897 shares; 2025Q2: 460,103 shares; 2025Q3: 590,329 shares; 2025Q4: 687,360 shares; 2026Q1: 1,201,510 shares 1,201,510 $172M 0.08% +514,150 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: 128 shares; 2024Q4: 6 shares; 2025Q1: 668,517 shares; 2025Q2: 1,446,109 shares; 2025Q3: 2,027,327 shares; 2025Q4: 2,524,737 shares; 2026Q1: 3,042,219 shares 3,042,219 $169M 0.08% +517,482 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: 50,845 shares; 2024Q4: 70,856 shares; 2025Q1: 100,769 shares; 2025Q2: 129,222 shares; 2025Q3: 151,914 shares; 2025Q4: 152,388 shares; 2026Q1: 795,422 shares 795,422 $167M 0.08% +643,034 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: 30,206 shares; 2025Q1: 48,434 shares; 2025Q2: 65,195 shares; 2025Q3: 85,953 shares; 2025Q4: 108,248 shares; 2026Q1: 1,369,123 shares 1,369,123 $165M 0.08% +1,260,875 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: 202,040 shares; 2024Q4: 262,971 shares; 2025Q1: 344,887 shares; 2025Q2: 406,281 shares; 2025Q3: 467,551 shares; 2025Q4: 527,002 shares; 2026Q1: 915,072 shares 915,072 $165M 0.08% +388,070 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: 277,429 shares; 2024Q4: 394,076 shares; 2025Q1: 523,919 shares; 2025Q2: 630,412 shares; 2025Q3: 686,469 shares; 2025Q4: 744,890 shares; 2026Q1: 2,048,234 shares 2,048,234 $164M 0.08% +1,303,344 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: 104,932 shares; 2024Q4: 154,645 shares; 2025Q1: 178,952 shares; 2025Q2: 228,533 shares; 2025Q3: 260,239 shares; 2025Q4: 285,788 shares; 2026Q1: 777,405 shares 777,405 $163M 0.08% +491,617 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: 15,854 shares; 2024Q4: 23,044 shares; 2025Q1: 33,663 shares; 2025Q2: 41,682 shares; 2025Q3: 49,893 shares; 2025Q4: 658,621 shares; 2026Q1: 1,738,673 shares 1,738,673 $163M 0.08% +1,080,052 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: 315,193 shares; 2024Q4: 578,769 shares; 2025Q1: 1,116,276 shares; 2025Q2: 1,548,208 shares; 2025Q3: 2,163,891 shares; 2025Q4: 2,717,347 shares; 2026Q1: 3,238,063 shares 3,238,063 $161M 0.08% +520,716 Timeline PAAA 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: 79,032 shares; 2024Q4: 447,517 shares; 2025Q1: 995,431 shares; 2025Q2: 1,423,466 shares; 2025Q3: 1,968,503 shares; 2025Q4: 2,453,453 shares; 2026Q1: 3,127,790 shares 3,127,790 $161M 0.08% +674,337 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: 38,749 shares; 2024Q4: 53,498 shares; 2025Q1: 70,621 shares; 2025Q2: 94,521 shares; 2025Q3: 107,752 shares; 2025Q4: 118,964 shares; 2026Q1: 229,707 shares 229,707 $160M 0.08% +110,743 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: 15,537 shares; 2024Q4: 19,767 shares; 2025Q1: 25,584 shares; 2025Q2: 41,173 shares; 2025Q3: 53,582 shares; 2025Q4: 101,332 shares; 2026Q1: 1,702,694 shares 1,702,694 $157M 0.08% +1,601,362 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: 13,329 shares; 2024Q4: 21,267 shares; 2025Q1: 45,489 shares; 2025Q2: 121,092 shares; 2025Q3: 154,897 shares; 2025Q4: 165,366 shares; 2026Q1: 465,418 shares 465,418 $157M 0.08% +300,052 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: 182,779 shares; 2024Q4: 242,342 shares; 2025Q1: 293,314 shares; 2025Q2: 315,736 shares; 2025Q3: 337,161 shares; 2025Q4: 372,756 shares; 2026Q1: 621,765 shares 621,765 $156M 0.08% +249,009 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: 266,684 shares; 2024Q4: 315,771 shares; 2025Q1: 348,852 shares; 2025Q2: 413,575 shares; 2025Q3: 475,202 shares; 2025Q4: 505,909 shares; 2026Q1: 1,501,209 shares 1,501,209 $156M 0.07% +995,300 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: 277,272 shares; 2024Q4: 304,944 shares; 2025Q1: 342,354 shares; 2025Q2: 376,603 shares; 2025Q3: 412,886 shares; 2025Q4: 438,888 shares; 2026Q1: 986,901 shares 986,901 $154M 0.07% +548,013 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: 64,303 shares; 2024Q4: 85,740 shares; 2025Q1: 117,063 shares; 2025Q2: 144,761 shares; 2025Q3: 166,165 shares; 2025Q4: 181,197 shares; 2026Q1: 249,653 shares 249,653 $153M 0.07% +68,456 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: 106,293 shares; 2024Q4: 143,968 shares; 2025Q1: 177,257 shares; 2025Q2: 218,296 shares; 2025Q3: 236,806 shares; 2025Q4: 266,762 shares; 2026Q1: 1,416,827 shares 1,416,827 $152M 0.07% +1,150,065 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: 42,930 shares; 2024Q4: 53,738 shares; 2025Q1: 71,216 shares; 2025Q2: 90,308 shares; 2025Q3: 110,551 shares; 2025Q4: 157,130 shares; 2026Q1: 790,673 shares 790,673 $151M 0.07% +633,543 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,190 shares; 2024Q4: 69,632 shares; 2025Q1: 29,878 shares; 2025Q2: 30,997 shares; 2025Q3: 43,585 shares; 2025Q4: 47,076 shares; 2026Q1: 1,725,801 shares 1,725,801 $150M 0.07% +1,678,725 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: 30,040 shares; 2024Q4: 33,348 shares; 2025Q1: 39,959 shares; 2025Q2: 47,112 shares; 2025Q3: 48,526 shares; 2025Q4: 49,238 shares; 2026Q1: 329,419 shares 329,419 $149M 0.07% +280,181 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,786 shares; 2024Q4: 34,794 shares; 2025Q1: 49,208 shares; 2025Q2: 76,216 shares; 2025Q3: 91,161 shares; 2025Q4: 105,353 shares; 2026Q1: 414,402 shares 414,402 $148M 0.07% +309,049 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: 571,150 shares; 2024Q4: 938,013 shares; 2025Q1: 1,235,046 shares; 2025Q2: 1,454,971 shares; 2025Q3: 1,676,947 shares; 2025Q4: 1,848,094 shares; 2026Q1: 2,696,635 shares 2,696,635 $147M 0.07% +848,541 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: 371,519 shares; 2024Q4: 517,926 shares; 2025Q1: 675,963 shares; 2025Q2: 791,641 shares; 2025Q3: 849,352 shares; 2025Q4: 928,049 shares; 2026Q1: 1,591,960 shares 1,591,960 $146M 0.07% +663,911 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310,652 shares; 2024Q4: 1,289,294 shares; 2025Q1: 1,658,202 shares; 2025Q2: 2,273,241 shares; 2025Q3: 2,530,509 shares; 2025Q4: 3,494,632 shares; 2026Q1: 4,791,027 shares 4,791,027 $145M 0.07% +1,296,395 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 4,449 shares; 2025Q1: 4,147 shares; 2025Q2: 6,407 shares; 2025Q3: 9,452 shares; 2025Q4: 11,245 shares; 2026Q1: 2,634,185 shares 2,634,185 $145M 0.07% +2,622,940 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: 15,462 shares; 2024Q4: 22,494 shares; 2025Q1: 27,560 shares; 2025Q2: 34,612 shares; 2025Q3: 35,673 shares; 2025Q4: 37,138 shares; 2026Q1: 728,175 shares 728,175 $145M 0.07% +691,037 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,653 shares; 2024Q4: 4,610 shares; 2025Q1: 4,577 shares; 2025Q2: 5,078 shares; 2025Q3: 7,109 shares; 2025Q4: 9,066 shares; 2026Q1: 1,097,438 shares 1,097,438 $145M 0.07% +1,088,372 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: 1,049,415 shares; 2024Q4: 1,080,470 shares; 2025Q1: 1,177,164 shares; 2025Q2: 1,288,493 shares; 2025Q3: 1,376,671 shares; 2025Q4: 1,528,953 shares; 2026Q1: 1,832,755 shares 1,832,755 $143M 0.07% +303,802 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: 47,574 shares; 2024Q4: 67,586 shares; 2025Q1: 87,961 shares; 2025Q2: 99,474 shares; 2025Q3: 111,628 shares; 2025Q4: 117,477 shares; 2026Q1: 547,071 shares 547,071 $142M 0.07% +429,594 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: 251,625 shares; 2024Q4: 347,941 shares; 2025Q1: 475,242 shares; 2025Q2: 653,620 shares; 2025Q3: 741,637 shares; 2025Q4: 871,480 shares; 2026Q1: 1,046,437 shares 1,046,437 $141M 0.07% +174,957 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: 222,542 shares; 2024Q4: 426,303 shares; 2025Q1: 688,084 shares; 2025Q2: 905,565 shares; 2025Q3: 1,153,826 shares; 2025Q4: 1,569,304 shares; 2026Q1: 2,105,680 shares 2,105,680 $140M 0.07% +536,376 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: 87,448 shares; 2024Q4: 124,421 shares; 2025Q1: 160,403 shares; 2025Q2: 173,666 shares; 2025Q3: 200,428 shares; 2025Q4: 224,948 shares; 2026Q1: 584,838 shares 584,838 $140M 0.07% +359,890 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: 416,428 shares; 2024Q4: 549,880 shares; 2025Q1: 739,551 shares; 2025Q2: 964,679 shares; 2025Q3: 1,116,704 shares; 2025Q4: 1,290,367 shares; 2026Q1: 1,631,663 shares 1,631,663 $139M 0.07% +341,296 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,141 shares; 2024Q4: 118,184 shares; 2025Q1: 142,104 shares; 2025Q2: 171,951 shares; 2025Q3: 190,498 shares; 2025Q4: 202,998 shares; 2026Q1: 842,797 shares 842,797 $138M 0.07% +639,799 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: 6,912 shares; 2024Q4: 14,254 shares; 2025Q1: 20,045 shares; 2025Q2: 30,269 shares; 2025Q3: 36,781 shares; 2025Q4: 48,090 shares; 2026Q1: 612,049 shares 612,049 $138M 0.07% +563,959 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: 204,669 shares; 2024Q4: 275,859 shares; 2025Q1: 386,533 shares; 2025Q2: 532,145 shares; 2025Q3: 639,369 shares; 2025Q4: 737,129 shares; 2026Q1: 990,403 shares 990,403 $138M 0.07% +253,274 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233,495 shares; 2024Q4: 421,688 shares; 2025Q1: 682,647 shares; 2025Q2: 997,424 shares; 2025Q3: 1,369,821 shares; 2025Q4: 1,783,925 shares; 2026Q1: 2,647,604 shares 2,647,604 $136M 0.07% +863,679 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,002 shares; 2024Q4: 111,804 shares; 2025Q1: 144,025 shares; 2025Q2: 189,794 shares; 2025Q3: 233,275 shares; 2025Q4: 273,217 shares; 2026Q1: 663,735 shares 663,735 $133M 0.06% +390,518 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307,217 shares; 2024Q4: 529,995 shares; 2025Q1: 796,488 shares; 2025Q2: 1,112,603 shares; 2025Q3: 1,387,326 shares; 2025Q4: 1,700,817 shares; 2026Q1: 2,019,351 shares 2,019,351 $133M 0.06% +318,534 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420,321 shares; 2024Q4: 680,945 shares; 2025Q1: 882,771 shares; 2025Q2: 993,184 shares; 2025Q3: 1,101,252 shares; 2025Q4: 1,238,884 shares; 2026Q1: 1,378,573 shares 1,378,573 $130M 0.06% +139,689 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,991 shares; 2024Q4: 19,757 shares; 2025Q1: 25,522 shares; 2025Q2: 33,816 shares; 2025Q3: 39,791 shares; 2025Q4: 45,940 shares; 2026Q1: 159,643 shares 159,643 $128M 0.06% +113,703 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,084 shares; 2024Q4: 22,023 shares; 2025Q1: 30,723 shares; 2025Q2: 34,167 shares; 2025Q3: 35,865 shares; 2025Q4: 41,387 shares; 2026Q1: 3,518,000 shares 3,518,000 $128M 0.06% +3,476,613 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: 560,061 shares; 2024Q4: 853,109 shares; 2025Q1: 1,084,780 shares; 2025Q2: 1,269,978 shares; 2025Q3: 1,431,644 shares; 2025Q4: 1,501,804 shares; 2026Q1: 2,532,286 shares 2,532,286 $127M 0.06% +1,030,482 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: 49,488 shares; 2024Q4: 73,377 shares; 2025Q1: 89,103 shares; 2025Q2: 120,549 shares; 2025Q3: 143,299 shares; 2025Q4: 158,651 shares; 2026Q1: 699,531 shares 699,531 $127M 0.06% +540,880 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152 shares; 2024Q4: 200 shares; 2025Q1: 324 shares; 2025Q2: 533 shares; 2025Q3: 694 shares; 2025Q4: 880 shares; 2026Q1: 212,917 shares 212,917 $126M 0.06% +212,037 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: 46,650 shares; 2024Q4: 83,646 shares; 2025Q1: 123,997 shares; 2025Q2: 173,723 shares; 2025Q3: 205,002 shares; 2025Q4: 254,867 shares; 2026Q1: 301,930 shares 301,930 $125M 0.06% +47,063 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: 1,873 shares; 2024Q4: 4,280 shares; 2025Q1: 5,822 shares; 2025Q2: 8,540 shares; 2025Q3: 9,540 shares; 2025Q4: 10,500 shares; 2026Q1: 723,789 shares 723,789 $122M 0.06% +713,289 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: 1,340,057 shares; 2024Q4: 1,825,952 shares; 2025Q1: 2,516,211 shares; 2025Q2: 3,017,654 shares; 2025Q3: 3,315,112 shares; 2025Q4: 3,583,229 shares; 2026Q1: 4,521,343 shares 4,521,343 $122M 0.06% +938,114 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: 200,091 shares; 2024Q4: 264,511 shares; 2025Q1: 319,118 shares; 2025Q2: 378,868 shares; 2025Q3: 425,785 shares; 2025Q4: 483,614 shares; 2026Q1: 585,731 shares 585,731 $122M 0.06% +102,117 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,745 shares; 2024Q4: 121,134 shares; 2025Q1: 152,764 shares; 2025Q2: 190,325 shares; 2025Q3: 210,556 shares; 2025Q4: 232,705 shares; 2026Q1: 268,187 shares 268,187 $121M 0.06% +35,482 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,632 shares; 2024Q4: 21,233 shares; 2025Q1: 32,223 shares; 2025Q2: 37,156 shares; 2025Q3: 43,036 shares; 2025Q4: 40,333 shares; 2026Q1: 1,321,663 shares 1,321,663 $121M 0.06% +1,281,330 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: 59,651 shares; 2024Q4: 269,472 shares; 2025Q1: 421,982 shares; 2025Q2: 620,928 shares; 2025Q3: 767,494 shares; 2025Q4: 1,203,705 shares; 2026Q1: 2,112,526 shares 2,112,526 $120M 0.06% +908,821 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,118 shares; 2024Q4: 8,680 shares; 2025Q1: 12,912 shares; 2025Q2: 14,282 shares; 2025Q3: 16,752 shares; 2025Q4: 19,769 shares; 2026Q1: 1,058,947 shares 1,058,947 $119M 0.06% +1,039,178 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: 99,554 shares; 2024Q4: 135,787 shares; 2025Q1: 165,909 shares; 2025Q2: 188,755 shares; 2025Q3: 212,654 shares; 2025Q4: 242,912 shares; 2026Q1: 534,394 shares 534,394 $119M 0.06% +291,482 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: 9,971 shares; 2024Q4: 12,351 shares; 2025Q1: 15,358 shares; 2025Q2: 280,329 shares; 2025Q3: 314,416 shares; 2025Q4: 364,113 shares; 2026Q1: 1,307,988 shares 1,307,988 $118M 0.06% +943,875 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 1,739 shares; 2025Q1: 3,612 shares; 2025Q2: 7,446 shares; 2025Q3: 9,150 shares; 2025Q4: 15,986 shares; 2026Q1: 15,385,842 shares 15,385,842 $117M 0.06% +15,369,856 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: 254,380 shares; 2024Q4: 1,455,007 shares; 2025Q1: 2,082,694 shares; 2025Q2: 2,539,554 shares; 2025Q3: 2,882,560 shares; 2025Q4: 3,147,428 shares; 2026Q1: 3,854,996 shares 3,854,996 $117M 0.06% +707,568 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,672 shares; 2024Q4: 270,737 shares; 2025Q1: 462,258 shares; 2025Q2: 526,827 shares; 2025Q3: 555,176 shares; 2025Q4: 562,036 shares; 2026Q1: 997,880 shares 997,880 $117M 0.06% +435,844 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 473,330 shares; 2025Q2: 904,300 shares; 2025Q3: 1,302,995 shares; 2025Q4: 1,714,156 shares; 2026Q1: 2,153,718 shares 2,153,718 $117M 0.06% +439,562 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,979 shares; 2024Q4: 13,367 shares; 2025Q1: 17,421 shares; 2025Q2: 17,650 shares; 2025Q3: 20,947 shares; 2025Q4: 29,117 shares; 2026Q1: 509,515 shares 509,515 $116M 0.06% +480,398 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: 591,634 shares; 2024Q4: 908,942 shares; 2025Q1: 1,431,184 shares; 2025Q2: 1,642,797 shares; 2025Q3: 1,627,225 shares; 2025Q4: 1,625,686 shares; 2026Q1: 1,850,770 shares 1,850,770 $114M 0.05% +225,084 Timeline RWL 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: 101,163 shares; 2024Q4: 218,190 shares; 2025Q1: 359,461 shares; 2025Q2: 505,000 shares; 2025Q3: 637,602 shares; 2025Q4: 790,186 shares; 2026Q1: 988,544 shares 988,544 $112M 0.05% +198,358 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: 55,421 shares; 2024Q4: 80,565 shares; 2025Q1: 105,933 shares; 2025Q2: 130,563 shares; 2025Q3: 150,319 shares; 2025Q4: 167,194 shares; 2026Q1: 320,663 shares 320,663 $111M 0.05% +153,469 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: 181,578 shares; 2024Q4: 452,685 shares; 2025Q1: 834,658 shares; 2025Q2: 1,144,823 shares; 2025Q3: 1,444,997 shares; 2025Q4: 1,774,595 shares; 2026Q1: 2,196,693 shares 2,196,693 $111M 0.05% +422,098 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: 17,848 shares; 2024Q4: 59,023 shares; 2025Q1: 89,120 shares; 2025Q2: 112,559 shares; 2025Q3: 143,638 shares; 2025Q4: 187,452 shares; 2026Q1: 753,724 shares 753,724 $111M 0.05% +566,272 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,518 shares; 2024Q4: 2,730 shares; 2025Q1: 4,011 shares; 2025Q2: 5,359 shares; 2025Q3: 4,813 shares; 2025Q4: 4,654 shares; 2026Q1: 579,333 shares 579,333 $109M 0.05% +574,679 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: 9,170 shares; 2024Q4: 14,169 shares; 2025Q1: 20,361 shares; 2025Q2: 25,677 shares; 2025Q3: 30,105 shares; 2025Q4: 32,601 shares; 2026Q1: 122,544 shares 122,544 $109M 0.05% +89,943 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,130 shares; 2024Q4: 3,917 shares; 2025Q1: 5,565 shares; 2025Q2: 50,618 shares; 2025Q3: 74,124 shares; 2025Q4: 74,583 shares; 2026Q1: 1,708,136 shares 1,708,136 $108M 0.05% +1,633,553 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: 143,757 shares; 2024Q4: 455,567 shares; 2025Q1: 654,073 shares; 2025Q2: 989,763 shares; 2025Q3: 1,464,113 shares; 2025Q4: 2,246,187 shares; 2026Q1: 3,950,778 shares 3,950,778 $107M 0.05% +1,704,591 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 2,860 shares; 2025Q1: 3,045 shares; 2025Q2: 6,234 shares; 2025Q3: 16,601 shares; 2025Q4: 18,144 shares; 2026Q1: 4,403,860 shares 4,403,860 $107M 0.05% +4,385,716 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,258 shares; 2024Q4: 15,376 shares; 2025Q1: 24,052 shares; 2025Q2: 31,922 shares; 2025Q3: 41,519 shares; 2025Q4: 44,545 shares; 2026Q1: 1,531,937 shares 1,531,937 $106M 0.05% +1,487,392 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: 218,286 shares; 2024Q4: 360,268 shares; 2025Q1: 535,735 shares; 2025Q2: 724,296 shares; 2025Q3: 866,788 shares; 2025Q4: 1,008,775 shares; 2026Q1: 1,159,498 shares 1,159,498 $106M 0.05% +150,723 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: 78,404 shares; 2024Q4: 111,820 shares; 2025Q1: 183,607 shares; 2025Q2: 237,128 shares; 2025Q3: 276,784 shares; 2025Q4: 350,866 shares; 2026Q1: 734,691 shares 734,691 $103M 0.05% +383,825 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: 43,470 shares; 2024Q4: 60,611 shares; 2025Q1: 73,618 shares; 2025Q2: 80,122 shares; 2025Q3: 90,793 shares; 2025Q4: 95,759 shares; 2026Q1: 530,391 shares 530,391 $101M 0.05% +434,632 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: 25,462 shares; 2024Q4: 37,497 shares; 2025Q1: 55,514 shares; 2025Q2: 72,981 shares; 2025Q3: 87,081 shares; 2025Q4: 100,184 shares; 2026Q1: 344,554 shares 344,554 $101M 0.05% +244,370 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,557 shares; 2024Q4: 97,398 shares; 2025Q1: 142,248 shares; 2025Q2: 177,818 shares; 2025Q3: 193,414 shares; 2025Q4: 210,366 shares; 2026Q1: 792,151 shares 792,151 $101M 0.05% +581,785 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: 5,051 shares; 2024Q4: 6,655 shares; 2025Q1: 8,221 shares; 2025Q2: 12,550 shares; 2025Q3: 16,783 shares; 2025Q4: 19,969 shares; 2026Q1: 116,962 shares 116,962 $101M 0.05% +96,993 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,447 shares; 2024Q4: 38,752 shares; 2025Q1: 58,150 shares; 2025Q2: 66,013 shares; 2025Q3: 75,677 shares; 2025Q4: 81,002 shares; 2026Q1: 4,050,874 shares 4,050,874 $100M 0.05% +3,969,872 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: 41,832 shares; 2024Q4: 61,044 shares; 2025Q1: 81,288 shares; 2025Q2: 103,747 shares; 2025Q3: 114,910 shares; 2025Q4: 131,071 shares; 2026Q1: 509,139 shares 509,139 $99.7M 0.05% +378,068 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: 101,039 shares; 2024Q4: 130,814 shares; 2025Q1: 164,539 shares; 2025Q2: 193,804 shares; 2025Q3: 222,158 shares; 2025Q4: 258,263 shares; 2026Q1: 420,969 shares 420,969 $99.6M 0.05% +162,706 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: 122,017 shares; 2024Q4: 145,011 shares; 2025Q1: 211,901 shares; 2025Q2: 293,337 shares; 2025Q3: 336,958 shares; 2025Q4: 340,842 shares; 2026Q1: 1,408,262 shares 1,408,262 $98.7M 0.05% +1,067,420 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: 259,929 shares; 2024Q4: 312,677 shares; 2025Q1: 396,527 shares; 2025Q2: 449,176 shares; 2025Q3: 501,691 shares; 2025Q4: 486,691 shares; 2026Q1: 1,063,063 shares 1,063,063 $98.4M 0.05% +576,372 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: 164,339 shares; 2024Q4: 247,467 shares; 2025Q1: 351,461 shares; 2025Q2: 446,337 shares; 2025Q3: 580,685 shares; 2025Q4: 803,480 shares; 2026Q1: 1,200,415 shares 1,200,415 $98.3M 0.05% +396,935 Timeline XMHQ 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: 214,459 shares; 2024Q4: 386,643 shares; 2025Q1: 531,383 shares; 2025Q2: 603,790 shares; 2025Q3: 706,521 shares; 2025Q4: 812,479 shares; 2026Q1: 976,956 shares 976,956 $98.3M 0.05% +164,477 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: 23,555 shares; 2024Q4: 30,877 shares; 2025Q1: 41,455 shares; 2025Q2: 56,765 shares; 2025Q3: 66,809 shares; 2025Q4: 71,564 shares; 2026Q1: 240,097 shares 240,097 $97.9M 0.05% +168,533 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,183 shares; 2024Q4: 32,697 shares; 2025Q1: 39,974 shares; 2025Q2: 46,451 shares; 2025Q3: 39,289 shares; 2025Q4: 32,832 shares; 2026Q1: 4,776,074 shares 4,776,074 $97.5M 0.05% +4,743,242 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: 47,784 shares; 2024Q4: 69,874 shares; 2025Q1: 90,009 shares; 2025Q2: 109,716 shares; 2025Q3: 127,351 shares; 2025Q4: 148,003 shares; 2026Q1: 1,601,283 shares 1,601,283 $97.5M 0.05% +1,453,280 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 2,620 shares; 2025Q1: 3,514 shares; 2025Q2: 4,473 shares; 2025Q3: 4,825 shares; 2025Q4: 6,405 shares; 2026Q1: 366,437 shares 366,437 $96.8M 0.05% +360,032 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: 607,602 shares; 2024Q4: 838,890 shares; 2025Q1: 1,137,797 shares; 2025Q2: 1,450,599 shares; 2025Q3: 1,652,406 shares; 2025Q4: 1,795,511 shares; 2026Q1: 2,165,765 shares 2,165,765 $96.5M 0.05% +370,254 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: 26,028 shares; 2024Q4: 39,739 shares; 2025Q1: 43,172 shares; 2025Q2: 49,081 shares; 2025Q3: 51,338 shares; 2025Q4: 59,331 shares; 2026Q1: 604,069 shares 604,069 $95.7M 0.05% +544,738 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: 5,724 shares; 2024Q4: 7,720 shares; 2025Q1: 10,092 shares; 2025Q2: 11,387 shares; 2025Q3: 12,636 shares; 2025Q4: 13,526 shares; 2026Q1: 222,694 shares 222,694 $94.6M 0.05% +209,168 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: 345 shares; 2024Q4: 753 shares; 2025Q1: 467 shares; 2025Q2: 779 shares; 2025Q3: 886 shares; 2025Q4: 964 shares; 2026Q1: 282,228 shares 282,228 $91.9M 0.04% +281,264 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: 322,475 shares; 2024Q4: 437,199 shares; 2025Q1: 638,238 shares; 2025Q2: 782,378 shares; 2025Q3: 1,035,016 shares; 2025Q4: 1,343,852 shares; 2026Q1: 1,736,033 shares 1,736,033 $91.4M 0.04% +392,181 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,956 shares; 2024Q4: 30,499 shares; 2025Q1: 35,617 shares; 2025Q2: 55,794 shares; 2025Q3: 70,163 shares; 2025Q4: 85,229 shares; 2026Q1: 4,585,565 shares 4,585,565 $91.3M 0.04% +4,500,336 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,043,548 shares; 2025Q2: 1,547,678 shares; 2025Q3: 1,426,664 shares; 2025Q4: 1,351,806 shares; 2026Q1: 1,883,945 shares 1,883,945 $89.8M 0.04% +532,139 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: 265,537 shares; 2024Q4: 487,018 shares; 2025Q1: 758,498 shares; 2025Q2: 983,746 shares; 2025Q3: 1,148,585 shares; 2025Q4: 1,270,189 shares; 2026Q1: 1,473,505 shares 1,473,505 $89.4M 0.04% +203,316 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,181 shares; 2024Q4: 162,187 shares; 2025Q1: 235,884 shares; 2025Q2: 306,291 shares; 2025Q3: 355,851 shares; 2025Q4: 355,687 shares; 2026Q1: 9,086,528 shares 9,086,528 $89M 0.04% +8,730,841 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: 169,963 shares; 2024Q4: 288,955 shares; 2025Q1: 443,219 shares; 2025Q2: 645,680 shares; 2025Q3: 718,560 shares; 2025Q4: 710,706 shares; 2026Q1: 1,723,016 shares 1,723,016 $88.6M 0.04% +1,012,310 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: 19,240 shares; 2024Q4: 42,019 shares; 2025Q1: 175,297 shares; 2025Q2: 414,289 shares; 2025Q3: 473,154 shares; 2025Q4: 590,931 shares; 2026Q1: 930,138 shares 930,138 $88.2M 0.04% +339,207 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: 1,406 shares; 2024Q4: 2,468 shares; 2025Q1: 3,981 shares; 2025Q2: 6,016 shares; 2025Q3: 7,124 shares; 2025Q4: 7,995 shares; 2026Q1: 202,860 shares 202,860 $87.9M 0.04% +194,865 Timeline DON 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: 312,109 shares; 2024Q4: 420,476 shares; 2025Q1: 621,217 shares; 2025Q2: 1,088,134 shares; 2025Q3: 1,172,077 shares; 2025Q4: 1,347,239 shares; 2026Q1: 1,658,884 shares 1,658,884 $85.8M 0.04% +311,645 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,838 shares; 2024Q4: 27,887 shares; 2025Q1: 40,417 shares; 2025Q2: 47,255 shares; 2025Q3: 52,655 shares; 2025Q4: 58,389 shares; 2026Q1: 326,757 shares 326,757 $85.6M 0.04% +268,368 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: 36,409 shares; 2024Q4: 52,646 shares; 2025Q1: 68,110 shares; 2025Q2: 80,018 shares; 2025Q3: 91,601 shares; 2025Q4: 95,203 shares; 2026Q1: 305,751 shares 305,751 $85.3M 0.04% +210,548 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 620,289 shares; 2024Q4: 690,202 shares; 2025Q1: 829,571 shares; 2025Q2: 983,656 shares; 2025Q3: 1,176,780 shares; 2025Q4: 1,430,514 shares; 2026Q1: 1,762,477 shares 1,762,477 $85.1M 0.04% +331,963 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: 62,954 shares; 2024Q4: 81,358 shares; 2025Q1: 95,507 shares; 2025Q2: 112,169 shares; 2025Q3: 122,558 shares; 2025Q4: 143,913 shares; 2026Q1: 787,162 shares 787,162 $85.1M 0.04% +643,249 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: 67,160 shares; 2024Q4: 97,230 shares; 2025Q1: 119,330 shares; 2025Q2: 130,863 shares; 2025Q3: 143,944 shares; 2025Q4: 159,317 shares; 2026Q1: 659,362 shares 659,362 $85M 0.04% +500,045 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,412 shares; 2024Q4: 40,886 shares; 2025Q1: 146,678 shares; 2025Q2: 712,423 shares; 2025Q3: 1,191,870 shares; 2025Q4: 1,710,694 shares; 2026Q1: 2,606,906 shares 2,606,906 $85M 0.04% +896,212 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: 46,886 shares; 2024Q4: 67,321 shares; 2025Q1: 90,476 shares; 2025Q2: 110,687 shares; 2025Q3: 120,421 shares; 2025Q4: 132,658 shares; 2026Q1: 671,476 shares 671,476 $84.5M 0.04% +538,818 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,393 shares; 2024Q4: 1,177 shares; 2025Q1: 1,334 shares; 2025Q2: 2,166 shares; 2025Q3: 2,312 shares; 2025Q4: 1,998 shares; 2026Q1: 712,620 shares 712,620 $84.2M 0.04% +710,622 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,717 shares; 2024Q4: 1,000,829 shares; 2025Q1: 1,365,188 shares; 2025Q2: 2,245,858 shares; 2025Q3: 2,312,055 shares; 2025Q4: 2,530,291 shares; 2026Q1: 3,356,239 shares 3,356,239 $84.1M 0.04% +825,948 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: 40,637 shares; 2024Q4: 54,412 shares; 2025Q1: 73,033 shares; 2025Q2: 95,412 shares; 2025Q3: 116,880 shares; 2025Q4: 130,977 shares; 2026Q1: 749,537 shares 749,537 $83.8M 0.04% +618,560 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: 619,354 shares; 2024Q4: 994,431 shares; 2025Q1: 1,391,320 shares; 2025Q2: 1,796,177 shares; 2025Q3: 2,248,226 shares; 2025Q4: 2,792,771 shares; 2026Q1: 3,726,877 shares 3,726,877 $82.8M 0.04% +934,106 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: 39,458 shares; 2024Q4: 59,904 shares; 2025Q1: 299,748 shares; 2025Q2: 612,942 shares; 2025Q3: 693,640 shares; 2025Q4: 961,028 shares; 2026Q1: 1,477,537 shares 1,477,537 $82.1M 0.04% +516,509 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: 4,066 shares; 2024Q4: 6,497 shares; 2025Q1: 8,129 shares; 2025Q2: 9,982 shares; 2025Q3: 11,986 shares; 2025Q4: 13,157 shares; 2026Q1: 258,051 shares 258,051 $81.9M 0.04% +244,894 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: 130,151 shares; 2024Q4: 176,473 shares; 2025Q1: 233,224 shares; 2025Q2: 311,435 shares; 2025Q3: 358,972 shares; 2025Q4: 397,065 shares; 2026Q1: 1,609,757 shares 1,609,757 $81.9M 0.04% +1,212,692 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: 56,980 shares; 2024Q4: 110,290 shares; 2025Q1: 188,755 shares; 2025Q2: 235,301 shares; 2025Q3: 291,699 shares; 2025Q4: 355,271 shares; 2026Q1: 433,952 shares 433,952 $81.8M 0.04% +78,681 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,064 shares; 2024Q4: 3,808 shares; 2025Q1: 4,019 shares; 2025Q2: 4,544 shares; 2025Q3: 4,780 shares; 2025Q4: 5,271 shares; 2026Q1: 259,033 shares 259,033 $81.3M 0.04% +253,762 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: 119,560 shares; 2024Q4: 181,670 shares; 2025Q1: 240,428 shares; 2025Q2: 287,563 shares; 2025Q3: 329,218 shares; 2025Q4: 357,323 shares; 2026Q1: 432,898 shares 432,898 $81.1M 0.04% +75,575 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 893 shares; 2024Q4: 2,633 shares; 2025Q1: 3,897 shares; 2025Q2: 3,921 shares; 2025Q3: 4,390 shares; 2025Q4: 4,515 shares; 2026Q1: 274,930 shares 274,930 $80.8M 0.04% +270,415 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,684 shares; 2024Q4: 132,638 shares; 2025Q1: 204,237 shares; 2025Q2: 261,537 shares; 2025Q3: 357,700 shares; 2025Q4: 418,193 shares; 2026Q1: 560,428 shares 560,428 $80.3M 0.04% +142,235 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: 107,958 shares; 2024Q4: 256,434 shares; 2025Q1: 329,169 shares; 2025Q2: 412,394 shares; 2025Q3: 534,285 shares; 2025Q4: 632,314 shares; 2026Q1: 857,201 shares 857,201 $80.3M 0.04% +224,887 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: 330,809 shares; 2024Q4: 404,527 shares; 2025Q1: 506,817 shares; 2025Q2: 575,900 shares; 2025Q3: 622,082 shares; 2025Q4: 648,796 shares; 2026Q1: 1,374,613 shares 1,374,613 $80M 0.04% +725,817 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: 2,463 shares; 2024Q4: 4,706 shares; 2025Q1: 5,950 shares; 2025Q2: 6,966 shares; 2025Q3: 8,393 shares; 2025Q4: 9,580 shares; 2026Q1: 193,030 shares 193,030 $79.2M 0.04% +183,450 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 576 shares; 2025Q1: 573 shares; 2025Q2: 1,403 shares; 2025Q3: 1,451 shares; 2025Q4: 2,225 shares; 2026Q1: 966,974 shares 966,974 $78.9M 0.04% +964,749 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,290 shares; 2024Q4: 27,122 shares; 2025Q1: 35,875 shares; 2025Q2: 42,186 shares; 2025Q3: 43,751 shares; 2025Q4: 50,149 shares; 2026Q1: 299,727 shares 299,727 $78.3M 0.04% +249,578 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: 59,752 shares; 2024Q4: 159,662 shares; 2025Q1: 290,108 shares; 2025Q2: 388,207 shares; 2025Q3: 568,451 shares; 2025Q4: 1,021,742 shares; 2026Q1: 1,501,080 shares 1,501,080 $77.5M 0.04% +479,338 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: 560,380 shares; 2024Q4: 623,069 shares; 2025Q1: 651,137 shares; 2025Q2: 693,789 shares; 2025Q3: 750,348 shares; 2025Q4: 805,037 shares; 2026Q1: 906,913 shares 906,913 $76.7M 0.04% +101,876 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,268 shares; 2024Q4: 256,434 shares; 2025Q1: 314,479 shares; 2025Q2: 359,337 shares; 2025Q3: 397,333 shares; 2025Q4: 444,497 shares; 2026Q1: 606,704 shares 606,704 $76.3M 0.04% +162,207 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: 4 shares; 2024Q4: 114 shares; 2025Q1: 109 shares; 2025Q2: 734 shares; 2025Q3: 768 shares; 2025Q4: 1,010 shares; 2026Q1: 168,195 shares 168,195 $75.9M 0.04% +167,185 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: 10,098 shares; 2024Q4: 13,123 shares; 2025Q1: 16,324 shares; 2025Q2: 18,651 shares; 2025Q3: 19,902 shares; 2025Q4: 21,489 shares; 2026Q1: 395,443 shares 395,443 $75.8M 0.04% +373,954 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: 57,072 shares; 2024Q4: 92,175 shares; 2025Q1: 122,943 shares; 2025Q2: 142,324 shares; 2025Q3: 164,588 shares; 2025Q4: 187,652 shares; 2026Q1: 792,024 shares 792,024 $75.7M 0.04% +604,372 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: 244,897 shares; 2024Q4: 324,154 shares; 2025Q1: 412,028 shares; 2025Q2: 474,783 shares; 2025Q3: 521,104 shares; 2025Q4: 513,820 shares; 2026Q1: 867,643 shares 867,643 $75.6M 0.04% +353,823 Timeline SCMB 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: not reported; 2024Q4: 79,761 shares; 2025Q1: 2,578,897 shares; 2025Q2: 2,950,244 shares; 2025Q3: 1,774,854 shares; 2025Q4: 2,100,289 shares; 2026Q1: 2,975,051 shares 2,975,051 $75.4M 0.04% +874,762 Timeline FTCS 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: 138,634 shares; 2024Q4: 247,438 shares; 2025Q1: 430,512 shares; 2025Q2: 554,635 shares; 2025Q3: 665,115 shares; 2025Q4: 736,571 shares; 2026Q1: 824,324 shares 824,324 $75.4M 0.04% +87,753 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,614 shares; 2024Q4: 3,026 shares; 2025Q1: 3,155 shares; 2025Q2: 3,150 shares; 2025Q3: 4,951 shares; 2025Q4: 7,792 shares; 2026Q1: 438,208 shares 438,208 $75.3M 0.04% +430,416 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: 67,806 shares; 2024Q4: 100,813 shares; 2025Q1: 148,236 shares; 2025Q2: 190,498 shares; 2025Q3: 231,378 shares; 2025Q4: 514,026 shares; 2026Q1: 576,602 shares 576,602 $75M 0.04% +62,576 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: 12,344 shares; 2024Q4: 19,133 shares; 2025Q1: 24,373 shares; 2025Q2: 28,976 shares; 2025Q3: 31,521 shares; 2025Q4: 35,318 shares; 2026Q1: 217,829 shares 217,829 $74.9M 0.04% +182,511 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: 1,417 shares; 2024Q4: 2,356 shares; 2025Q1: 3,545 shares; 2025Q2: 5,722 shares; 2025Q3: 6,192 shares; 2025Q4: 7,502 shares; 2026Q1: 1,147,307 shares 1,147,307 $74.3M 0.04% +1,139,805 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320,337 shares; 2024Q4: 413,650 shares; 2025Q1: 458,385 shares; 2025Q2: 613,706 shares; 2025Q3: 686,116 shares; 2025Q4: 1,047,337 shares; 2026Q1: 1,602,978 shares 1,602,978 $72.8M 0.03% +555,641 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: 41,508 shares; 2024Q4: 59,404 shares; 2025Q1: 83,919 shares; 2025Q2: 109,213 shares; 2025Q3: 134,635 shares; 2025Q4: 157,199 shares; 2026Q1: 193,451 shares 193,451 $72.4M 0.03% +36,252 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: 94,889 shares; 2024Q4: 276,811 shares; 2025Q1: 513,551 shares; 2025Q2: 710,656 shares; 2025Q3: 892,716 shares; 2025Q4: 1,090,483 shares; 2026Q1: 1,425,963 shares 1,425,963 $71.8M 0.03% +335,480 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: 40,048 shares; 2024Q4: 262,219 shares; 2025Q1: 455,373 shares; 2025Q2: 1,214,257 shares; 2025Q3: 1,284,433 shares; 2025Q4: 1,622,858 shares; 2026Q1: 2,055,202 shares 2,055,202 $71.8M 0.03% +432,344 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: 664,519 shares; 2024Q4: 889,302 shares; 2025Q1: 1,087,679 shares; 2025Q2: 1,248,073 shares; 2025Q3: 1,296,283 shares; 2025Q4: 1,055,139 shares; 2026Q1: 2,528,019 shares 2,528,019 $71.7M 0.03% +1,472,880 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,675 shares; 2024Q4: 4,370 shares; 2025Q1: 6,283 shares; 2025Q2: 8,356 shares; 2025Q3: 9,137 shares; 2025Q4: 12,558 shares; 2026Q1: 345,025 shares 345,025 $71.3M 0.03% +332,467 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: 68,984 shares; 2026Q1: 1,195,386 shares 1,195,386 $71M 0.03% +1,126,402 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,329 shares; 2024Q4: 41,425 shares; 2025Q1: 94,988 shares; 2025Q2: 181,103 shares; 2025Q3: 346,456 shares; 2025Q4: 755,542 shares; 2026Q1: 1,419,775 shares 1,419,775 $70.8M 0.03% +664,233 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: 189,524 shares; 2024Q4: 257,018 shares; 2025Q1: 331,634 shares; 2025Q2: 381,284 shares; 2025Q3: 426,827 shares; 2025Q4: 457,112 shares; 2026Q1: 486,196 shares 486,196 $70.3M 0.03% +29,084 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 822 shares; 2025Q1: 972 shares; 2025Q2: 1,414 shares; 2025Q3: 1,624 shares; 2025Q4: 2,318 shares; 2026Q1: 1,290,540 shares 1,290,540 $70.1M 0.03% +1,288,222 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,603 shares; 2024Q4: 42,370 shares; 2025Q1: 49,679 shares; 2025Q2: 61,710 shares; 2025Q3: 81,903 shares; 2025Q4: 102,212 shares; 2026Q1: 951,835 shares 951,835 $70M 0.03% +849,623 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: 862 shares; 2024Q4: 1,467 shares; 2025Q1: 2,103 shares; 2025Q2: 3,008 shares; 2025Q3: 3,754 shares; 2025Q4: 4,652 shares; 2026Q1: 93,926 shares 93,926 $69M 0.03% +89,274 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,899 shares; 2024Q4: 5,464 shares; 2025Q1: 5,239 shares; 2025Q2: 5,445 shares; 2025Q3: 6,536 shares; 2025Q4: 7,023 shares; 2026Q1: 1,066,701 shares 1,066,701 $68.7M 0.03% +1,059,678 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,124 shares; 2024Q4: 93,615 shares; 2025Q1: 86,680 shares; 2025Q2: 104,626 shares; 2025Q3: 127,792 shares; 2025Q4: 152,310 shares; 2026Q1: 1,470,184 shares 1,470,184 $68.6M 0.03% +1,317,874 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: 79 shares; 2024Q4: 98 shares; 2025Q1: 674 shares; 2025Q2: 306 shares; 2025Q3: 241 shares; 2025Q4: 434 shares; 2026Q1: 236,792 shares 236,792 $68.5M 0.03% +236,358 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,431 shares; 2024Q4: 91,534 shares; 2025Q1: 125,387 shares; 2025Q2: 160,867 shares; 2025Q3: 193,201 shares; 2025Q4: 219,664 shares; 2026Q1: 738,442 shares 738,442 $68.1M 0.03% +518,778 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,066,757 shares; 2024Q4: 1,156,732 shares; 2025Q1: 1,184,030 shares; 2025Q2: 1,209,821 shares; 2025Q3: 1,289,095 shares; 2025Q4: 1,661,757 shares; 2026Q1: 2,106,721 shares 2,106,721 $68.1M 0.03% +444,964 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: 27,460 shares; 2024Q4: 97,279 shares; 2025Q1: 150,614 shares; 2025Q2: 326,852 shares; 2025Q3: 581,181 shares; 2025Q4: 835,688 shares; 2026Q1: 1,272,168 shares 1,272,168 $67.9M 0.03% +436,480 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: 247,704 shares; 2024Q4: 438,702 shares; 2025Q1: 684,277 shares; 2025Q2: 1,031,681 shares; 2025Q3: 1,306,596 shares; 2025Q4: 1,634,740 shares; 2026Q1: 1,958,841 shares 1,958,841 $67.7M 0.03% +324,101 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,433 shares; 2024Q4: 7,027 shares; 2025Q1: 12,595 shares; 2025Q2: 19,404 shares; 2025Q3: 34,767 shares; 2025Q4: 86,228 shares; 2026Q1: 2,086,774 shares 2,086,774 $67.7M 0.03% +2,000,546 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,686 shares; 2024Q4: 8,862 shares; 2025Q1: 14,097 shares; 2025Q2: 18,933 shares; 2025Q3: 26,850 shares; 2025Q4: 30,136 shares; 2026Q1: 190,839 shares 190,839 $67M 0.03% +160,703 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,311 shares; 2024Q4: 109,476 shares; 2025Q1: 145,098 shares; 2025Q2: 198,008 shares; 2025Q3: 239,193 shares; 2025Q4: 298,212 shares; 2026Q1: 497,680 shares 497,680 $67M 0.03% +199,468 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: 4,441 shares; 2024Q4: 5,213 shares; 2025Q1: 4,522 shares; 2025Q2: 4,554 shares; 2025Q3: 7,716 shares; 2025Q4: 25,811 shares; 2026Q1: 175,329 shares 175,329 $66.8M 0.03% +149,518 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: 32,321 shares; 2024Q4: 136,304 shares; 2025Q1: 316,833 shares; 2025Q2: 644,046 shares; 2025Q3: 1,009,987 shares; 2025Q4: 1,507,500 shares; 2026Q1: 1,940,293 shares 1,940,293 $65.6M 0.03% +432,793 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: 7,444 shares; 2024Q4: 12,528 shares; 2025Q1: 19,387 shares; 2025Q2: 22,930 shares; 2025Q3: 26,921 shares; 2025Q4: 29,899 shares; 2026Q1: 157,218 shares 157,218 $65.5M 0.03% +127,319 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: 552,001 shares; 2024Q4: 657,555 shares; 2025Q1: 765,767 shares; 2025Q2: 864,813 shares; 2025Q3: 950,799 shares; 2025Q4: 1,023,587 shares; 2026Q1: 1,635,351 shares 1,635,351 $65.3M 0.03% +611,764 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: 11,686 shares; 2024Q4: 71,421 shares; 2025Q1: 100,775 shares; 2025Q2: 116,408 shares; 2025Q3: 149,217 shares; 2025Q4: 177,286 shares; 2026Q1: 259,427 shares 259,427 $65.1M 0.03% +82,141 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: 104,318 shares; 2024Q4: 123,791 shares; 2025Q1: 150,446 shares; 2025Q2: 177,493 shares; 2025Q3: 189,718 shares; 2025Q4: 194,823 shares; 2026Q1: 319,491 shares 319,491 $65.1M 0.03% +124,668 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: 36,541 shares; 2024Q4: 51,804 shares; 2025Q1: 63,733 shares; 2025Q2: 72,659 shares; 2025Q3: 79,803 shares; 2025Q4: 88,207 shares; 2026Q1: 483,233 shares 483,233 $64.9M 0.03% +395,026 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: 488,276 shares; 2024Q4: 697,855 shares; 2025Q1: 918,838 shares; 2025Q2: 1,063,658 shares; 2025Q3: 1,218,998 shares; 2025Q4: 1,394,248 shares; 2026Q1: 2,229,791 shares 2,229,791 $64.9M 0.03% +835,543 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: 20,268 shares; 2024Q4: 28,457 shares; 2025Q1: 42,351 shares; 2025Q2: 54,480 shares; 2025Q3: 65,045 shares; 2025Q4: 79,515 shares; 2026Q1: 95,058 shares 95,058 $64.8M 0.03% +15,543 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,519 shares; 2024Q4: 357,403 shares; 2025Q1: 639,455 shares; 2025Q2: 2,113,575 shares; 2025Q3: 2,286,694 shares; 2025Q4: 2,395,633 shares; 2026Q1: 2,639,096 shares 2,639,096 $64.7M 0.03% +243,463 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: 106,793 shares; 2024Q4: 201,030 shares; 2025Q1: 309,212 shares; 2025Q2: 438,565 shares; 2025Q3: 556,703 shares; 2025Q4: 630,801 shares; 2026Q1: 678,227 shares 678,227 $64.3M 0.03% +47,426 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 148 shares; 2025Q2: 68 shares; 2025Q3: 82 shares; 2025Q4: 219 shares; 2026Q1: 388,520 shares 388,520 $64.2M 0.03% +388,301 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: 52 shares; 2025Q1: 292 shares; 2025Q2: 549 shares; 2025Q3: 771 shares; 2025Q4: 1,945 shares; 2026Q1: 334,986 shares 334,986 $63.4M 0.03% +333,041 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,909 shares; 2024Q4: 178,956 shares; 2025Q1: 228,010 shares; 2025Q2: 261,102 shares; 2025Q3: 287,768 shares; 2025Q4: 307,206 shares; 2026Q1: 914,712 shares 914,712 $63.3M 0.03% +607,506 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: 141,556 shares; 2024Q4: 266,232 shares; 2025Q1: 549,126 shares; 2025Q2: 790,018 shares; 2025Q3: 984,921 shares; 2025Q4: 1,242,587 shares; 2026Q1: 1,595,752 shares 1,595,752 $63.2M 0.03% +353,165 Timeline JAVA 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: 86,560 shares; 2024Q4: 184,815 shares; 2025Q1: 343,345 shares; 2025Q2: 489,254 shares; 2025Q3: 589,581 shares; 2025Q4: 708,677 shares; 2026Q1: 884,672 shares 884,672 $62.2M 0.03% +175,995 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: 122,221 shares; 2024Q4: 144,481 shares; 2025Q1: 170,988 shares; 2025Q2: 197,235 shares; 2025Q3: 211,742 shares; 2025Q4: 224,235 shares; 2026Q1: 357,095 shares 357,095 $60.8M 0.03% +132,860 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: 6,375 shares; 2024Q4: 14,028 shares; 2025Q1: 31,936 shares; 2025Q2: 48,830 shares; 2025Q3: 67,769 shares; 2025Q4: 70,837 shares; 2026Q1: 211,459 shares 211,459 $60.7M 0.03% +140,622 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 1,476 shares; 2025Q1: 1,610 shares; 2025Q2: 2,101 shares; 2025Q3: 2,103 shares; 2025Q4: 2,363 shares; 2026Q1: 467,825 shares 467,825 $60.6M 0.03% +465,462 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: 33,804 shares; 2025Q1: 48,284 shares; 2025Q2: 58,054 shares; 2025Q3: 85,277 shares; 2025Q4: 95,758 shares; 2026Q1: 286,164 shares 286,164 $60.5M 0.03% +190,406 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: 48,732 shares; 2024Q4: 78,479 shares; 2025Q1: 89,966 shares; 2025Q2: 117,145 shares; 2025Q3: 133,737 shares; 2025Q4: 155,263 shares; 2026Q1: 182,779 shares 182,779 $59.1M 0.03% +27,516 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 924 shares; 2024Q4: 1,604 shares; 2025Q1: 2,063 shares; 2025Q2: 4,165 shares; 2025Q3: 5,901 shares; 2025Q4: 14,591 shares; 2026Q1: 212,488 shares 212,488 $58.5M 0.03% +197,897 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: 81,172 shares; 2024Q4: 249,236 shares; 2025Q1: 475,185 shares; 2025Q2: 667,902 shares; 2025Q3: 854,178 shares; 2025Q4: 1,109,258 shares; 2026Q1: 1,505,526 shares 1,505,526 $58.3M 0.03% +396,268 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: 48,610 shares; 2024Q4: 110,339 shares; 2025Q1: 160,062 shares; 2025Q2: 209,253 shares; 2025Q3: 245,936 shares; 2025Q4: 552,326 shares; 2026Q1: 930,450 shares 930,450 $58.2M 0.03% +378,124 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: 30,901 shares; 2024Q4: 44,288 shares; 2025Q1: 59,256 shares; 2025Q2: 68,676 shares; 2025Q3: 74,332 shares; 2025Q4: 73,550 shares; 2026Q1: 376,427 shares 376,427 $58.2M 0.03% +302,877 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,003 shares; 2025Q1: 13,848 shares; 2025Q2: 13,259 shares; 2025Q3: 22,138 shares; 2025Q4: 27,367 shares; 2026Q1: 16,575,297 shares 16,575,297 $57.8M 0.03% +16,547,930 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: 7,239 shares; 2024Q4: 9,529 shares; 2025Q1: 10,625 shares; 2025Q2: 13,960 shares; 2025Q3: 15,908 shares; 2025Q4: 28,564 shares; 2026Q1: 384,155 shares 384,155 $57.4M 0.03% +355,591 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: 423,073 shares; 2024Q4: 719,526 shares; 2025Q1: 969,533 shares; 2025Q2: 1,144,890 shares; 2025Q3: 1,372,060 shares; 2025Q4: 1,629,715 shares; 2026Q1: 2,013,276 shares 2,013,276 $57.3M 0.03% +383,561 Timeline COWG 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: 23,791 shares; 2024Q4: 351,910 shares; 2025Q1: 909,941 shares; 2025Q2: 1,288,461 shares; 2025Q3: 1,566,682 shares; 2025Q4: 1,704,200 shares; 2026Q1: 1,739,015 shares 1,739,015 $57.2M 0.03% +34,815 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: 1,249 shares; 2025Q1: 1,662 shares; 2025Q2: 1,962 shares; 2025Q3: 2,231 shares; 2025Q4: 2,414 shares; 2026Q1: 53,948 shares 53,948 $56.8M 0.03% +51,534 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,342 shares; 2024Q4: 272,844 shares; 2025Q1: 310,433 shares; 2025Q2: 360,082 shares; 2025Q3: 392,314 shares; 2025Q4: 426,115 shares; 2026Q1: 574,619 shares 574,619 $56.8M 0.03% +148,504 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,193 shares; 2024Q4: 131,844 shares; 2025Q1: 154,558 shares; 2025Q2: 178,257 shares; 2025Q3: 181,609 shares; 2025Q4: 194,070 shares; 2026Q1: 408,141 shares 408,141 $56.7M 0.03% +214,071 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 2,932 shares; 2025Q1: 2,639 shares; 2025Q2: 3,452 shares; 2025Q3: 4,078 shares; 2025Q4: 4,847 shares; 2026Q1: 967,017 shares 967,017 $56.6M 0.03% +962,170 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: 13,446 shares; 2024Q4: 18,376 shares; 2025Q1: 25,795 shares; 2025Q2: 31,881 shares; 2025Q3: 34,662 shares; 2025Q4: 41,281 shares; 2026Q1: 638,837 shares 638,837 $56.5M 0.03% +597,556 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,584,653 shares; 2024Q4: 2,729,738 shares; 2025Q1: 2,060,421 shares; 2025Q2: 2,217,882 shares; 2025Q3: 270,078 shares; 2025Q4: 276,744 shares; 2026Q1: 301,348 shares 301,348 $56.2M 0.03% +24,604 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: 9,711 shares; 2024Q4: 15,109 shares; 2025Q1: 31,459 shares; 2025Q2: 61,899 shares; 2025Q3: 109,501 shares; 2025Q4: 138,875 shares; 2026Q1: 584,879 shares 584,879 $55.5M 0.03% +446,004 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: 49,434 shares; 2024Q4: 106,658 shares; 2025Q1: 186,839 shares; 2025Q2: 242,833 shares; 2025Q3: 308,589 shares; 2025Q4: 410,368 shares; 2026Q1: 647,978 shares 647,978 $55.1M 0.03% +237,610 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: 71,227 shares; 2024Q4: 95,156 shares; 2025Q1: 122,213 shares; 2025Q2: 144,143 shares; 2025Q3: 164,331 shares; 2025Q4: 176,705 shares; 2026Q1: 216,523 shares 216,523 $55M 0.03% +39,818 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: 19,478 shares; 2024Q4: 27,194 shares; 2025Q1: 33,620 shares; 2025Q2: 38,670 shares; 2025Q3: 52,075 shares; 2025Q4: 77,439 shares; 2026Q1: 418,633 shares 418,633 $55M 0.03% +341,194 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: 18,863 shares; 2024Q4: 102,612 shares; 2025Q1: 198,091 shares; 2025Q2: 457,991 shares; 2025Q3: 700,476 shares; 2025Q4: 1,066,170 shares; 2026Q1: 1,551,074 shares 1,551,074 $54.5M 0.03% +484,904 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: 56,326 shares; 2024Q4: 73,256 shares; 2025Q1: 87,814 shares; 2025Q2: 91,121 shares; 2025Q3: 98,461 shares; 2025Q4: 102,327 shares; 2026Q1: 209,280 shares 209,280 $54.2M 0.03% +106,953 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: 18,707 shares; 2024Q4: 22,300 shares; 2025Q1: 25,969 shares; 2025Q2: 33,663 shares; 2025Q3: 39,778 shares; 2025Q4: 44,158 shares; 2026Q1: 154,465 shares 154,465 $53.9M 0.03% +110,307 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,669 shares; 2024Q4: 4,565 shares; 2025Q1: 6,583 shares; 2025Q2: 9,570 shares; 2025Q3: 12,560 shares; 2025Q4: 14,325 shares; 2026Q1: 140,969 shares 140,969 $53.8M 0.03% +126,644 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: 17,080 shares; 2024Q4: 23,909 shares; 2025Q1: 29,309 shares; 2025Q2: 34,517 shares; 2025Q3: 39,774 shares; 2025Q4: 69,511 shares; 2026Q1: 254,580 shares 254,580 $53.7M 0.03% +185,069 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,256 shares; 2024Q4: 156,124 shares; 2025Q1: 181,060 shares; 2025Q2: 219,531 shares; 2025Q3: 254,210 shares; 2025Q4: 288,894 shares; 2026Q1: 412,787 shares 412,787 $53.6M 0.03% +123,893 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345,774 shares; 2024Q4: 798,230 shares; 2025Q1: 984,998 shares; 2025Q2: 1,213,909 shares; 2025Q3: 1,330,351 shares; 2025Q4: 1,471,739 shares; 2026Q1: 1,869,605 shares 1,869,605 $53.4M 0.03% +397,866 Timeline GCOW 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: 202,217 shares; 2024Q4: 317,013 shares; 2025Q1: 503,155 shares; 2025Q2: 659,433 shares; 2025Q3: 777,671 shares; 2025Q4: 969,443 shares; 2026Q1: 1,161,066 shares 1,161,066 $52.9M 0.03% +191,623 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,357 shares; 2024Q4: 33,374 shares; 2025Q1: 51,248 shares; 2025Q2: 70,010 shares; 2025Q3: 88,989 shares; 2025Q4: 111,330 shares; 2026Q1: 648,865 shares 648,865 $52.9M 0.03% +537,535 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: 4,601 shares; 2024Q4: 7,078 shares; 2025Q1: 8,280 shares; 2025Q2: 10,102 shares; 2025Q3: 11,193 shares; 2025Q4: 12,280 shares; 2026Q1: 255,745 shares 255,745 $52.8M 0.03% +243,465 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: 261,940 shares; 2024Q4: 372,098 shares; 2025Q1: 499,627 shares; 2025Q2: 689,919 shares; 2025Q3: 850,979 shares; 2025Q4: 1,040,347 shares; 2026Q1: 1,237,094 shares 1,237,094 $52.7M 0.03% +196,747 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: 3,241 shares; 2024Q4: 19,178 shares; 2025Q1: 50,326 shares; 2025Q2: 121,581 shares; 2025Q3: 135,456 shares; 2025Q4: 287,861 shares; 2026Q1: 566,284 shares 566,284 $52.2M 0.03% +278,423 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 622 shares; 2024Q4: 1,265 shares; 2025Q1: 1,331 shares; 2025Q2: 2,015 shares; 2025Q3: 1,868 shares; 2025Q4: 2,201 shares; 2026Q1: 321,168 shares 321,168 $52.1M 0.03% +318,967 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292,344 shares; 2024Q4: 371,067 shares; 2025Q1: 461,523 shares; 2025Q2: 547,174 shares; 2025Q3: 630,415 shares; 2025Q4: 664,931 shares; 2026Q1: 657,019 shares 657,019 $51.7M 0.02% -7,912 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 178,807 shares; 2025Q3: 520,085 shares; 2025Q4: 1,039,411 shares; 2026Q1: 1,777,016 shares 1,777,016 $51.1M 0.02% +737,605 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: 112,947 shares; 2024Q4: 195,260 shares; 2025Q1: 247,728 shares; 2025Q2: 289,419 shares; 2025Q3: 343,123 shares; 2025Q4: 391,850 shares; 2026Q1: 768,904 shares 768,904 $51.1M 0.02% +377,054 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,088 shares; 2025Q2: 69,853 shares; 2025Q3: 207,825 shares; 2025Q4: 332,316 shares; 2026Q1: 461,741 shares 461,741 $50.9M 0.02% +129,425 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,490,754 shares; 2024Q4: 14,028,166 shares; 2025Q1: 14,355,890 shares; 2025Q2: 14,960,468 shares; 2025Q3: 493,515 shares; 2025Q4: 596,518 shares; 2026Q1: 779,518 shares 779,518 $50.7M 0.02% +183,000 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,409 shares; 2024Q4: 1,794 shares; 2025Q1: 1,880 shares; 2025Q2: 1,942 shares; 2025Q3: 1,803 shares; 2025Q4: 2,224 shares; 2026Q1: 223,782 shares 223,782 $49.9M 0.02% +221,558 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,865 shares; 2024Q4: 128,261 shares; 2025Q1: 164,405 shares; 2025Q2: 186,790 shares; 2025Q3: 208,600 shares; 2025Q4: 225,989 shares; 2026Q1: 405,433 shares 405,433 $49.7M 0.02% +179,444 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,029 shares; 2024Q4: 4,546 shares; 2025Q1: 4,696 shares; 2025Q2: 4,786 shares; 2025Q3: 5,356 shares; 2025Q4: 6,190 shares; 2026Q1: 363,051 shares 363,051 $49.5M 0.02% +356,861 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: 777 shares; 2024Q4: 849 shares; 2025Q1: 1,074 shares; 2025Q2: 1,656 shares; 2025Q3: 2,007 shares; 2025Q4: 2,287 shares; 2026Q1: 371,179 shares 371,179 $49.5M 0.02% +368,892 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: 222,145 shares; 2024Q4: 428,385 shares; 2025Q1: 708,957 shares; 2025Q2: 840,932 shares; 2025Q3: 1,074,197 shares; 2025Q4: 1,315,190 shares; 2026Q1: 1,825,470 shares 1,825,470 $49.4M 0.02% +510,280 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,403 shares; 2024Q4: 1,324 shares; 2025Q1: 1,261 shares; 2025Q2: 1,806 shares; 2025Q3: 1,637 shares; 2025Q4: 2,468 shares; 2026Q1: 620,925 shares 620,925 $49.1M 0.02% +618,457 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: 45,625 shares; 2024Q4: 52,221 shares; 2025Q1: 65,151 shares; 2025Q2: 74,595 shares; 2025Q3: 84,076 shares; 2025Q4: 91,190 shares; 2026Q1: 131,662 shares 131,662 $48.7M 0.02% +40,472 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,017 shares; 2024Q4: 4,871 shares; 2025Q1: 4,230 shares; 2025Q2: 5,566 shares; 2025Q3: 5,885 shares; 2025Q4: 5,873 shares; 2026Q1: 610,476 shares 610,476 $48.5M 0.02% +604,603 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: 37,251 shares; 2024Q4: 46,287 shares; 2025Q1: 58,846 shares; 2025Q2: 66,036 shares; 2025Q3: 67,809 shares; 2025Q4: 82,840 shares; 2026Q1: 250,889 shares 250,889 $48.5M 0.02% +168,049 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 792 shares; 2024Q4: 1,178 shares; 2025Q1: 1,751 shares; 2025Q2: 2,137 shares; 2025Q3: 2,599 shares; 2025Q4: 2,863 shares; 2026Q1: 84,623 shares 84,623 $48.3M 0.02% +81,760 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: 66,298 shares; 2024Q4: 117,826 shares; 2025Q1: 152,070 shares; 2025Q2: 192,761 shares; 2025Q3: 281,712 shares; 2025Q4: 381,595 shares; 2026Q1: 645,976 shares 645,976 $48.2M 0.02% +264,381 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,330 shares; 2025Q1: 1,439 shares; 2025Q2: 1,732 shares; 2025Q3: 2,622 shares; 2025Q4: 3,492 shares; 2026Q1: 423,998 shares 423,998 $48.2M 0.02% +420,506 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431,805 shares; 2024Q4: 637,527 shares; 2025Q1: 1,001,736 shares; 2025Q2: 1,606,718 shares; 2025Q3: 2,062,169 shares; 2025Q4: 2,425,030 shares; 2026Q1: 2,934,231 shares 2,934,231 $48.1M 0.02% +509,201 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: 45,010 shares; 2024Q4: 87,536 shares; 2025Q1: 109,844 shares; 2025Q2: 137,642 shares; 2025Q3: 162,138 shares; 2025Q4: 177,954 shares; 2026Q1: 203,336 shares 203,336 $47.9M 0.02% +25,382 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,797 shares; 2024Q4: 7,715 shares; 2025Q1: 6,966 shares; 2025Q2: 6,325 shares; 2025Q3: 8,750 shares; 2025Q4: 10,484 shares; 2026Q1: 1,022,315 shares 1,022,315 $47.9M 0.02% +1,011,831 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,581 shares; 2024Q4: 102,930 shares; 2025Q1: 128,778 shares; 2025Q2: 161,525 shares; 2025Q3: 202,849 shares; 2025Q4: 240,072 shares; 2026Q1: 272,075 shares 272,075 $47.9M 0.02% +32,003 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: 51,534 shares; 2024Q4: 74,277 shares; 2025Q1: 101,918 shares; 2025Q2: 129,103 shares; 2025Q3: 161,508 shares; 2025Q4: 183,100 shares; 2026Q1: 367,382 shares 367,382 $47.8M 0.02% +184,282 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 464 shares; 2024Q4: 1,697 shares; 2025Q1: 1,865 shares; 2025Q2: 3,145 shares; 2025Q3: 4,098 shares; 2025Q4: 5,012 shares; 2026Q1: 157,947 shares 157,947 $47.7M 0.02% +152,935 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,653 shares; 2024Q4: 6,295 shares; 2025Q1: 9,925 shares; 2025Q2: 14,942 shares; 2025Q3: 17,835 shares; 2025Q4: 19,972 shares; 2026Q1: 329,054 shares 329,054 $47.5M 0.02% +309,082 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,518 shares; 2024Q4: 3,599 shares; 2025Q1: 4,730 shares; 2025Q2: 5,333 shares; 2025Q3: 6,059 shares; 2025Q4: 6,379 shares; 2026Q1: 181,352 shares 181,352 $47.4M 0.02% +174,973 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,600 shares; 2025Q3: 203,047 shares; 2025Q4: 500,633 shares; 2026Q1: 1,037,458 shares 1,037,458 $47.3M 0.02% +536,825 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,185 shares; 2024Q4: 1,325 shares; 2025Q1: 1,451 shares; 2025Q2: 2,494 shares; 2025Q3: 3,669 shares; 2025Q4: 5,519 shares; 2026Q1: 334,574 shares 334,574 $47.2M 0.02% +329,055 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: 20,575 shares; 2024Q4: 41,078 shares; 2025Q1: 60,865 shares; 2025Q2: 79,911 shares; 2025Q3: 98,350 shares; 2025Q4: 130,775 shares; 2026Q1: 215,251 shares 215,251 $46.5M 0.02% +84,476 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,005 shares; 2024Q4: 63,658 shares; 2025Q1: 76,729 shares; 2025Q2: 93,449 shares; 2025Q3: 102,978 shares; 2025Q4: 114,392 shares; 2026Q1: 149,885 shares 149,885 $46.1M 0.02% +35,493 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: 8,147 shares; 2024Q4: 13,470 shares; 2025Q1: 17,085 shares; 2025Q2: 25,274 shares; 2025Q3: 28,307 shares; 2025Q4: 41,598 shares; 2026Q1: 466,130 shares 466,130 $46M 0.02% +424,532 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 3,243 shares; 2025Q1: 5,244 shares; 2025Q2: 10,525 shares; 2025Q3: 12,045 shares; 2025Q4: 13,072 shares; 2026Q1: 222,038 shares 222,038 $46M 0.02% +208,966 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: 5,778 shares; 2024Q4: 9,718 shares; 2025Q1: 13,489 shares; 2025Q2: 26,681 shares; 2025Q3: 37,461 shares; 2025Q4: 45,400 shares; 2026Q1: 227,919 shares 227,919 $45.9M 0.02% +182,519 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: 20,649 shares; 2024Q4: 28,500 shares; 2025Q1: 37,320 shares; 2025Q2: 43,411 shares; 2025Q3: 49,321 shares; 2025Q4: 55,320 shares; 2026Q1: 89,729 shares 89,729 $45.8M 0.02% +34,409 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: 11,694 shares; 2024Q4: 18,600 shares; 2025Q1: 23,826 shares; 2025Q2: 24,007 shares; 2025Q3: 27,015 shares; 2025Q4: 29,801 shares; 2026Q1: 127,622 shares 127,622 $45.8M 0.02% +97,821 Timeline QGEN QIAGEN NV More: the full row for QIAGEN NV 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: 1,169,141 shares 1,169,141 $45.7M 0.02% new Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,288 shares; 2024Q4: 3,314 shares; 2025Q1: 3,262 shares; 2025Q2: 5,282 shares; 2025Q3: 7,899 shares; 2025Q4: 8,925 shares; 2026Q1: 173,743 shares 173,743 $45.5M 0.02% +164,818 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: 1,435 shares; 2024Q4: 3,715 shares; 2025Q1: 4,576 shares; 2025Q2: 6,012 shares; 2025Q3: 9,000 shares; 2025Q4: 11,171 shares; 2026Q1: 132,315 shares 132,315 $45.4M 0.02% +121,144 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: 1,339 shares; 2024Q4: 5,334 shares; 2025Q1: 7,428 shares; 2025Q2: 8,477 shares; 2025Q3: 9,723 shares; 2025Q4: 10,615 shares; 2026Q1: 225,843 shares 225,843 $45.4M 0.02% +215,228 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: 82,358 shares; 2024Q4: 141,035 shares; 2025Q1: 187,637 shares; 2025Q2: 278,868 shares; 2025Q3: 356,676 shares; 2025Q4: 505,580 shares; 2026Q1: 619,316 shares 619,316 $45.3M 0.02% +113,736 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341 shares; 2024Q4: 414 shares; 2025Q1: 741 shares; 2025Q2: 859 shares; 2025Q3: 1,828 shares; 2025Q4: 2,871 shares; 2026Q1: 1,271,178 shares 1,271,178 $45.2M 0.02% +1,268,307 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: 151,894 shares; 2024Q4: 300,659 shares; 2025Q1: 514,185 shares; 2025Q2: 653,919 shares; 2025Q3: 791,991 shares; 2025Q4: 865,849 shares; 2026Q1: 940,396 shares 940,396 $45M 0.02% +74,547 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,001 shares; 2024Q4: 53,020 shares; 2025Q1: 74,690 shares; 2025Q2: 98,312 shares; 2025Q3: 115,835 shares; 2025Q4: 144,381 shares; 2026Q1: 186,712 shares 186,712 $45M 0.02% +42,331 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,958 shares; 2024Q4: 98,817 shares; 2025Q1: 137,616 shares; 2025Q2: 182,936 shares; 2025Q3: 240,540 shares; 2025Q4: 291,839 shares; 2026Q1: 411,029 shares 411,029 $44.9M 0.02% +119,190 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,894 shares; 2024Q4: 27,291 shares; 2025Q1: 37,814 shares; 2025Q2: 51,829 shares; 2025Q3: 62,596 shares; 2025Q4: 69,503 shares; 2026Q1: 136,670 shares 136,670 $44.8M 0.02% +67,167 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,370 shares; 2024Q4: 4,175 shares; 2025Q1: 5,412 shares; 2025Q2: 11,488 shares; 2025Q3: 18,037 shares; 2025Q4: 20,761 shares; 2026Q1: 62,362 shares 62,362 $44.5M 0.02% +41,601 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,218 shares; 2024Q4: 114,486 shares; 2025Q1: 133,262 shares; 2025Q2: 144,984 shares; 2025Q3: 180,425 shares; 2025Q4: 177,667 shares; 2026Q1: 550,238 shares 550,238 $44.5M 0.02% +372,571 Timeline CGSD 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: 95,343 shares; 2024Q4: 234,934 shares; 2025Q1: 417,160 shares; 2025Q2: 738,301 shares; 2025Q3: 982,034 shares; 2025Q4: 1,312,237 shares; 2026Q1: 1,724,483 shares 1,724,483 $44.5M 0.02% +412,246 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,134 shares; 2024Q4: 11,072 shares; 2025Q1: 12,668 shares; 2025Q2: 15,879 shares; 2025Q3: 19,421 shares; 2025Q4: 19,988 shares; 2026Q1: 768,533 shares 768,533 $44.4M 0.02% +748,545 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: 1,640 shares; 2024Q4: 4,478 shares; 2025Q1: 9,815 shares; 2025Q2: 14,903 shares; 2025Q3: 24,450 shares; 2025Q4: 30,941 shares; 2026Q1: 146,820 shares 146,820 $44.2M 0.02% +115,879 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,542 shares; 2024Q4: 2,324 shares; 2025Q1: 2,434 shares; 2025Q2: 3,984 shares; 2025Q3: 4,474 shares; 2025Q4: 5,544 shares; 2026Q1: 412,804 shares 412,804 $44.2M 0.02% +407,260 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: 138,581 shares; 2024Q4: 183,923 shares; 2025Q1: 217,280 shares; 2025Q2: 356,570 shares; 2025Q3: 483,680 shares; 2025Q4: 701,193 shares; 2026Q1: 939,980 shares 939,980 $43.9M 0.02% +238,787 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322,532 shares; 2024Q4: 784,954 shares; 2025Q1: 918,319 shares; 2025Q2: 1,013,857 shares; 2025Q3: 1,171,388 shares; 2025Q4: 1,482,876 shares; 2026Q1: 1,897,393 shares 1,897,393 $43.7M 0.02% +414,517 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,177 shares; 2024Q4: 24,976 shares; 2025Q1: 26,140 shares; 2025Q2: 24,630 shares; 2025Q3: 15,129 shares; 2025Q4: 14,262 shares; 2026Q1: 805,287 shares 805,287 $43.7M 0.02% +791,025 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,680 shares; 2024Q4: 266,925 shares; 2025Q1: 279,061 shares; 2025Q2: 310,458 shares; 2025Q3: 325,609 shares; 2025Q4: 336,729 shares; 2026Q1: 374,664 shares 374,664 $43.7M 0.02% +37,935 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: 87,673 shares; 2024Q4: 139,361 shares; 2025Q1: 210,768 shares; 2025Q2: 292,905 shares; 2025Q3: 391,871 shares; 2025Q4: 497,258 shares; 2026Q1: 684,954 shares 684,954 $43.5M 0.02% +187,696 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: 152,672 shares; 2024Q4: 168,904 shares; 2025Q1: 205,535 shares; 2025Q2: 209,136 shares; 2025Q3: 235,363 shares; 2025Q4: 303,996 shares; 2026Q1: 1,005,986 shares 1,005,986 $43.4M 0.02% +701,990 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: 30,440 shares; 2024Q4: 34,615 shares; 2025Q1: 85,105 shares; 2025Q2: 104,916 shares; 2025Q3: 153,418 shares; 2025Q4: 181,138 shares; 2026Q1: 472,232 shares 472,232 $43.3M 0.02% +291,094 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 53 shares; 2025Q1: 60 shares; 2025Q2: 316 shares; 2025Q3: 523 shares; 2025Q4: 537 shares; 2026Q1: 149,017 shares 149,017 $43M 0.02% +148,480 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 105,915 shares; 2025Q4: 469,792 shares; 2026Q1: 1,478,890 shares 1,478,890 $42.5M 0.02% +1,009,098 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 528 shares; 2024Q4: 545 shares; 2025Q1: 461 shares; 2025Q2: 537 shares; 2025Q3: 990 shares; 2025Q4: 1,065 shares; 2026Q1: 429,980 shares 429,980 $42.1M 0.02% +428,915 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 1,309 shares; 2025Q1: 1,603 shares; 2025Q2: 1,784 shares; 2025Q3: 2,057 shares; 2025Q4: 2,061 shares; 2026Q1: 125,215 shares 125,215 $41.8M 0.02% +123,154 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,064 shares; 2024Q4: 112,763 shares; 2025Q1: 85,094 shares; 2025Q2: 96,571 shares; 2025Q3: 100,694 shares; 2025Q4: 103,513 shares; 2026Q1: 115,291 shares 115,291 $41.7M 0.02% +11,778 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,136 shares; 2024Q4: 4,994 shares; 2025Q1: 5,820 shares; 2025Q2: 6,422 shares; 2025Q3: 6,914 shares; 2025Q4: 7,518 shares; 2026Q1: 10,188 shares 10,188 $41.6M 0.02% +2,670 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,117 shares; 2024Q4: 5,638 shares; 2025Q1: 6,073 shares; 2025Q2: 5,948 shares; 2025Q3: 6,358 shares; 2025Q4: 6,197 shares; 2026Q1: 297,478 shares 297,478 $41.4M 0.02% +291,281 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: 40,556 shares; 2024Q4: 56,260 shares; 2025Q1: 75,947 shares; 2025Q2: 109,954 shares; 2025Q3: 129,013 shares; 2025Q4: 142,974 shares; 2026Q1: 230,826 shares 230,826 $40.7M 0.02% +87,852 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 804 shares; 2025Q1: 2,287 shares; 2025Q2: 5,341 shares; 2025Q3: 8,524 shares; 2025Q4: 9,560 shares; 2026Q1: 355,141 shares 355,141 $40.7M 0.02% +345,581 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: 65,393 shares; 2024Q4: 93,828 shares; 2025Q1: 124,820 shares; 2025Q2: 195,903 shares; 2025Q3: 243,603 shares; 2025Q4: 285,660 shares; 2026Q1: 335,244 shares 335,244 $40.2M 0.02% +49,584 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,205 shares; 2024Q4: 179,895 shares; 2025Q1: 315,657 shares; 2025Q2: 475,445 shares; 2025Q3: 569,902 shares; 2025Q4: 625,297 shares; 2026Q1: 758,507 shares 758,507 $40.1M 0.02% +133,210 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: 214,883 shares; 2024Q4: 247,820 shares; 2025Q1: 294,501 shares; 2025Q2: 354,158 shares; 2025Q3: 436,841 shares; 2025Q4: 564,589 shares; 2026Q1: 841,604 shares 841,604 $40.1M 0.02% +277,015 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 488 shares; 2025Q1: 442 shares; 2025Q2: 982 shares; 2025Q3: 791 shares; 2025Q4: 772 shares; 2026Q1: 780,058 shares 780,058 $39.8M 0.02% +779,286 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,404 shares; 2024Q4: 11,482 shares; 2025Q1: 9,772 shares; 2025Q2: 12,277 shares; 2025Q3: 11,966 shares; 2025Q4: 13,837 shares; 2026Q1: 1,836,473 shares 1,836,473 $39.5M 0.02% +1,822,636 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,093 shares; 2024Q4: 301,293 shares; 2025Q1: 541,266 shares; 2025Q2: 737,098 shares; 2025Q3: 954,749 shares; 2025Q4: 1,092,888 shares; 2026Q1: 1,399,455 shares 1,399,455 $39.5M 0.02% +306,567 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: 29,545 shares; 2024Q4: 71,590 shares; 2025Q1: 132,531 shares; 2025Q2: 160,757 shares; 2025Q3: 187,586 shares; 2025Q4: 216,356 shares; 2026Q1: 247,759 shares 247,759 $39.5M 0.02% +31,403 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,794 shares; 2024Q4: 201,063 shares; 2025Q1: 238,582 shares; 2025Q2: 306,195 shares; 2025Q3: 349,310 shares; 2025Q4: 443,452 shares; 2026Q1: 633,944 shares 633,944 $39M 0.02% +190,492 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 700 shares; 2025Q1: 949 shares; 2025Q2: 1,088 shares; 2025Q3: 1,108 shares; 2025Q4: 1,163 shares; 2026Q1: 195,527 shares 195,527 $38.9M 0.02% +194,364 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: 4,829 shares; 2024Q4: 7,067 shares; 2025Q1: 8,946 shares; 2025Q2: 11,201 shares; 2025Q3: 13,236 shares; 2025Q4: 14,571 shares; 2026Q1: 132,849 shares 132,849 $38.8M 0.02% +118,278 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,132 shares; 2025Q2: 177,820 shares; 2025Q3: 330,252 shares; 2025Q4: 544,383 shares; 2026Q1: 790,460 shares 790,460 $38.5M 0.02% +246,077 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,537 shares; 2024Q4: 8,856 shares; 2025Q1: 8,397 shares; 2025Q2: 9,989 shares; 2025Q3: 11,384 shares; 2025Q4: 25,296 shares; 2026Q1: 1,198,133 shares 1,198,133 $38.3M 0.02% +1,172,837 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: 9,756 shares; 2024Q4: 15,122 shares; 2025Q1: 18,001 shares; 2025Q2: 26,183 shares; 2025Q3: 29,804 shares; 2025Q4: 37,793 shares; 2026Q1: 812,970 shares 812,970 $38M 0.02% +775,177 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,661 shares; 2024Q4: 7,219 shares; 2025Q1: 5,659 shares; 2025Q2: 5,283 shares; 2025Q3: 7,773 shares; 2025Q4: 12,825 shares; 2026Q1: 561,190 shares 561,190 $37.9M 0.02% +548,365 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: 3,508 shares; 2024Q4: 6,023 shares; 2025Q1: 8,686 shares; 2025Q2: 9,762 shares; 2025Q3: 11,388 shares; 2025Q4: 15,460 shares; 2026Q1: 55,758 shares 55,758 $37.9M 0.02% +40,298 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291,519 shares; 2024Q4: 450,348 shares; 2025Q1: 692,212 shares; 2025Q2: 952,332 shares; 2025Q3: 1,113,450 shares; 2025Q4: 1,215,866 shares; 2026Q1: 1,504,229 shares 1,504,229 $37.9M 0.02% +288,363 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: 383,451 shares; 2024Q4: 484,202 shares; 2025Q1: 646,516 shares; 2025Q2: 816,026 shares; 2025Q3: 1,053,148 shares; 2025Q4: 1,363,758 shares; 2026Q1: 1,763,997 shares 1,763,997 $37.6M 0.02% +400,239 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: 23,440 shares; 2024Q4: 42,987 shares; 2025Q1: 79,668 shares; 2025Q2: 108,584 shares; 2025Q3: 141,427 shares; 2025Q4: 176,864 shares; 2026Q1: 228,497 shares 228,497 $37.6M 0.02% +51,633 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: 94,514 shares; 2024Q4: 146,711 shares; 2025Q1: 195,534 shares; 2025Q2: 221,910 shares; 2025Q3: 237,464 shares; 2025Q4: 298,558 shares; 2026Q1: 640,735 shares 640,735 $37.5M 0.02% +342,177 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,754 shares; 2024Q4: 80,791 shares; 2025Q1: 110,176 shares; 2025Q2: 131,241 shares; 2025Q3: 148,970 shares; 2025Q4: 162,343 shares; 2026Q1: 212,637 shares 212,637 $37.3M 0.02% +50,294 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 1,880 shares; 2025Q1: 2,580 shares; 2025Q2: 2,930 shares; 2025Q3: 3,353 shares; 2025Q4: 5,449 shares; 2026Q1: 325,817 shares 325,817 $37.3M 0.02% +320,368 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,470 shares; 2024Q4: 15,547 shares; 2025Q1: 19,009 shares; 2025Q2: 22,241 shares; 2025Q3: 25,424 shares; 2025Q4: 29,168 shares; 2026Q1: 71,085 shares 71,085 $37.2M 0.02% +41,917 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261 shares; 2024Q4: 390 shares; 2025Q1: 345 shares; 2025Q2: 1,347 shares; 2025Q3: 1,154 shares; 2025Q4: 1,010 shares; 2026Q1: 389,857 shares 389,857 $36.9M 0.02% +388,847 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,081 shares; 2024Q4: 23,288 shares; 2025Q1: 29,162 shares; 2025Q2: 28,850 shares; 2025Q3: 35,316 shares; 2025Q4: 35,947 shares; 2026Q1: 205,094 shares 205,094 $36.8M 0.02% +169,147 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,393 shares; 2024Q4: 47,098 shares; 2025Q1: 55,205 shares; 2025Q2: 74,150 shares; 2025Q3: 106,598 shares; 2025Q4: 130,790 shares; 2026Q1: 156,154 shares 156,154 $36.8M 0.02% +25,364 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,222 shares; 2024Q4: 12,690 shares; 2025Q1: 13,618 shares; 2025Q2: 15,960 shares; 2025Q3: 18,678 shares; 2025Q4: 20,628 shares; 2026Q1: 502,526 shares 502,526 $36.7M 0.02% +481,898 Timeline CALF 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: 468,869 shares; 2024Q4: 676,023 shares; 2025Q1: 747,849 shares; 2025Q2: 734,415 shares; 2025Q3: 784,053 shares; 2025Q4: 777,998 shares; 2026Q1: 832,598 shares 832,598 $36.6M 0.02% +54,600 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 1,011 shares; 2025Q1: 2,849 shares; 2025Q2: 3,611 shares; 2025Q3: 4,362 shares; 2025Q4: 4,611 shares; 2026Q1: 258,909 shares 258,909 $36.6M 0.02% +254,298 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,819 shares; 2024Q4: 49,326 shares; 2025Q1: 66,237 shares; 2025Q2: 95,515 shares; 2025Q3: 244,708 shares; 2025Q4: 326,232 shares; 2026Q1: 444,793 shares 444,793 $36.5M 0.02% +118,561 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,362 shares; 2024Q4: 2,772 shares; 2025Q1: 4,378 shares; 2025Q2: 5,472 shares; 2025Q3: 6,377 shares; 2025Q4: 4,130 shares; 2026Q1: 721,701 shares 721,701 $36.3M 0.02% +717,571 Timeline MDYG 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: 81,455 shares; 2024Q4: 118,220 shares; 2025Q1: 168,839 shares; 2025Q2: 225,993 shares; 2025Q3: 247,905 shares; 2025Q4: 337,440 shares; 2026Q1: 385,508 shares 385,508 $36.3M 0.02% +48,068 Timeline EQWL 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: 18,592 shares; 2024Q4: 52,332 shares; 2025Q1: 106,454 shares; 2025Q2: 143,913 shares; 2025Q3: 179,426 shares; 2025Q4: 236,892 shares; 2026Q1: 321,461 shares 321,461 $36.2M 0.02% +84,569 Timeline JPEF 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: 52,082 shares; 2024Q4: 122,227 shares; 2025Q1: 232,625 shares; 2025Q2: 367,880 shares; 2025Q3: 467,570 shares; 2025Q4: 512,759 shares; 2026Q1: 517,225 shares 517,225 $36.2M 0.02% +4,466 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,090 shares; 2024Q4: 141,122 shares; 2025Q1: 160,256 shares; 2025Q2: 190,851 shares; 2025Q3: 204,250 shares; 2025Q4: 216,586 shares; 2026Q1: 253,384 shares 253,384 $35.8M 0.02% +36,798 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: 3,619 shares; 2024Q4: 6,905 shares; 2025Q1: 6,609 shares; 2025Q2: 7,665 shares; 2025Q3: 10,660 shares; 2025Q4: 13,135 shares; 2026Q1: 373,290 shares 373,290 $35.8M 0.02% +360,155 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125 shares; 2024Q4: 359 shares; 2025Q1: 421 shares; 2025Q2: 435 shares; 2025Q3: 457 shares; 2025Q4: 344 shares; 2026Q1: 143,156 shares 143,156 $35.6M 0.02% +142,812 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,295 shares; 2024Q4: 2,477 shares; 2025Q1: 3,246 shares; 2025Q2: 4,212 shares; 2025Q3: 5,985 shares; 2025Q4: 6,774 shares; 2026Q1: 823,068 shares 823,068 $35.5M 0.02% +816,294 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,482 shares; 2024Q4: 67,848 shares; 2025Q1: 84,604 shares; 2025Q2: 94,057 shares; 2025Q3: 105,834 shares; 2025Q4: 111,432 shares; 2026Q1: 532,934 shares 532,934 $35.5M 0.02% +421,502 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,550 shares; 2024Q4: 17,012 shares; 2025Q1: 21,023 shares; 2025Q2: 20,931 shares; 2025Q3: 21,570 shares; 2025Q4: 22,735 shares; 2026Q1: 112,487 shares 112,487 $35.5M 0.02% +89,752 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,511 shares; 2024Q4: 103,266 shares; 2025Q1: 154,840 shares; 2025Q2: 249,715 shares; 2025Q3: 351,712 shares; 2025Q4: 496,151 shares; 2026Q1: 778,778 shares 778,778 $35.4M 0.02% +282,627 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: 49,615 shares; 2024Q4: 73,276 shares; 2025Q1: 113,688 shares; 2025Q2: 151,785 shares; 2025Q3: 178,008 shares; 2025Q4: 211,247 shares; 2026Q1: 244,391 shares 244,391 $35M 0.02% +33,144 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,052 shares; 2024Q4: 4,196 shares; 2025Q1: 5,790 shares; 2025Q2: 6,558 shares; 2025Q3: 7,843 shares; 2025Q4: 8,738 shares; 2026Q1: 343,882 shares 343,882 $35M 0.02% +335,144 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 506 shares; 2025Q1: 626 shares; 2025Q2: 946 shares; 2025Q3: 878 shares; 2025Q4: 938 shares; 2026Q1: 220,732 shares 220,732 $34.3M 0.02% +219,794 Timeline TMSL 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: not reported; 2024Q4: 18,211 shares; 2025Q1: 77,935 shares; 2025Q2: 238,936 shares; 2025Q3: 355,009 shares; 2025Q4: 568,405 shares; 2026Q1: 955,946 shares 955,946 $34.2M 0.02% +387,541 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,366 shares; 2024Q4: 5,344 shares; 2025Q1: 7,091 shares; 2025Q2: 7,951 shares; 2025Q3: 9,416 shares; 2025Q4: 15,186 shares; 2026Q1: 254,775 shares 254,775 $34.1M 0.02% +239,589 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,156 shares; 2024Q4: 4,575 shares; 2025Q1: 6,727 shares; 2025Q2: 8,559 shares; 2025Q3: 10,702 shares; 2025Q4: 12,648 shares; 2026Q1: 115,195 shares 115,195 $33.8M 0.02% +102,547 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 247 shares; 2025Q1: 550 shares; 2025Q2: 365 shares; 2025Q3: 493 shares; 2025Q4: 496 shares; 2026Q1: 18,373 shares 18,373 $33.7M 0.02% +17,877 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,485 shares; 2024Q4: 9,911 shares; 2025Q1: 9,641 shares; 2025Q2: 7,791 shares; 2025Q3: 10,009 shares; 2025Q4: 18,734 shares; 2026Q1: 380,531 shares 380,531 $33.7M 0.02% +361,797 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 508 shares; 2025Q1: 1,526 shares; 2025Q2: 1,157 shares; 2025Q3: 1,885 shares; 2025Q4: 3,312 shares; 2026Q1: 45,881 shares 45,881 $33.6M 0.02% +42,569 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,808 shares; 2024Q4: 93,483 shares; 2025Q1: 159,099 shares; 2025Q2: 229,679 shares; 2025Q3: 317,069 shares; 2025Q4: 519,929 shares; 2026Q1: 817,498 shares 817,498 $33.6M 0.02% +297,569 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,863 shares; 2024Q4: 199,526 shares; 2025Q1: 225,999 shares; 2025Q2: 264,909 shares; 2025Q3: 318,436 shares; 2025Q4: 430,322 shares; 2026Q1: 566,414 shares 566,414 $33.5M 0.02% +136,092 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 864 shares; 2024Q4: 738 shares; 2025Q1: 736 shares; 2025Q2: 1,066 shares; 2025Q3: 1,322 shares; 2025Q4: 1,077 shares; 2026Q1: 488,929 shares 488,929 $33.3M 0.02% +487,852 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,422 shares; 2024Q4: 91,271 shares; 2025Q1: 162,882 shares; 2025Q2: 230,633 shares; 2025Q3: 364,086 shares; 2025Q4: 601,865 shares; 2026Q1: 874,028 shares 874,028 $33.2M 0.02% +272,163 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,346 shares; 2024Q4: 453,230 shares; 2025Q1: 599,496 shares; 2025Q2: 696,667 shares; 2025Q3: 795,156 shares; 2025Q4: 857,716 shares; 2026Q1: 985,085 shares 985,085 $33.1M 0.02% +127,369 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,129 shares; 2024Q4: 11,053 shares; 2025Q1: 25,283 shares; 2025Q2: 42,820 shares; 2025Q3: 53,752 shares; 2025Q4: 69,376 shares; 2026Q1: 1,377,014 shares 1,377,014 $33M 0.02% +1,307,638 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,713 shares; 2024Q4: 23,886 shares; 2025Q1: 31,170 shares; 2025Q2: 39,422 shares; 2025Q3: 51,257 shares; 2025Q4: 49,659 shares; 2026Q1: 420,954 shares 420,954 $32.9M 0.02% +371,295 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 607 shares; 2025Q1: 741 shares; 2025Q2: 1,155 shares; 2025Q3: 1,944 shares; 2025Q4: 2,157 shares; 2026Q1: 463,087 shares 463,087 $32.6M 0.02% +460,930 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: 7,413 shares; 2024Q4: 16,393 shares; 2025Q1: 27,353 shares; 2025Q2: 38,925 shares; 2025Q3: 74,309 shares; 2025Q4: 133,570 shares; 2026Q1: 203,908 shares 203,908 $32.5M 0.02% +70,338 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,319 shares; 2024Q4: 99,332 shares; 2025Q1: 210,300 shares; 2025Q2: 347,328 shares; 2025Q3: 542,152 shares; 2025Q4: 814,776 shares; 2026Q1: 1,238,692 shares 1,238,692 $32.4M 0.02% +423,916 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: 492 shares; 2025Q1: 732 shares; 2025Q2: 1,909 shares; 2025Q3: 1,228 shares; 2025Q4: 1,432 shares; 2026Q1: 163,716 shares 163,716 $32.3M 0.02% +162,284 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218 shares; 2024Q4: 262 shares; 2025Q1: 233 shares; 2025Q2: 383 shares; 2025Q3: 942 shares; 2025Q4: 1,021 shares; 2026Q1: 402,134 shares 402,134 $31.9M 0.02% +401,113 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,338 shares; 2024Q4: 343,034 shares; 2025Q1: 451,649 shares; 2025Q2: 505,770 shares; 2025Q3: 564,921 shares; 2025Q4: 617,017 shares; 2026Q1: 710,561 shares 710,561 $31.9M 0.02% +93,544 Timeline JHX JAMES HARDIE INDS PLC More: the full row for JAMES HARDIE INDS 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: 8,029 shares; 2025Q4: 9,679 shares; 2026Q1: 1,769,377 shares 1,769,377 $31.9M 0.02% +1,759,698 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,040 shares; 2024Q4: 27,506 shares; 2025Q1: 87,041 shares; 2025Q2: 152,694 shares; 2025Q3: 247,378 shares; 2025Q4: 382,459 shares; 2026Q1: 643,464 shares 643,464 $31.9M 0.02% +261,005 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,315 shares; 2024Q4: 2,096 shares; 2025Q1: 3,569 shares; 2025Q2: 5,395 shares; 2025Q3: 5,813 shares; 2025Q4: 6,201 shares; 2026Q1: 624,063 shares 624,063 $31.8M 0.02% +617,862 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,707 shares; 2024Q4: 9,069 shares; 2025Q1: 11,430 shares; 2025Q2: 11,941 shares; 2025Q3: 23,870 shares; 2025Q4: 65,383 shares; 2026Q1: 502,848 shares 502,848 $31.8M 0.02% +437,465 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,081 shares; 2025Q4: 85,505 shares; 2026Q1: 381,570 shares 381,570 $31.7M 0.02% +296,065 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: 7,671 shares; 2024Q4: 9,782 shares; 2025Q1: 10,893 shares; 2025Q2: 10,803 shares; 2025Q3: 11,186 shares; 2025Q4: 13,203 shares; 2026Q1: 81,382 shares 81,382 $30.9M 0.01% +68,179 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,942 shares; 2024Q4: 240,233 shares; 2025Q1: 317,187 shares; 2025Q2: 375,929 shares; 2025Q3: 437,824 shares; 2025Q4: 458,050 shares; 2026Q1: 766,587 shares 766,587 $30.9M 0.01% +308,537 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 1,733 shares; 2025Q1: 3,168 shares; 2025Q2: 4,373 shares; 2025Q3: 5,478 shares; 2025Q4: 6,608 shares; 2026Q1: 65,417 shares 65,417 $30.9M 0.01% +58,809 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: 121,981 shares; 2024Q4: 133,297 shares; 2025Q1: 124,388 shares; 2025Q2: 166,919 shares; 2025Q3: 252,038 shares; 2025Q4: 274,433 shares; 2026Q1: 360,890 shares 360,890 $30.9M 0.01% +86,457 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 757 shares; 2025Q1: 966 shares; 2025Q2: 1,521 shares; 2025Q3: 1,751 shares; 2025Q4: 1,980 shares; 2026Q1: 140,525 shares 140,525 $30.8M 0.01% +138,545 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: 4,646 shares; 2024Q4: 13,499 shares; 2025Q1: 19,092 shares; 2025Q2: 20,009 shares; 2025Q3: 23,201 shares; 2025Q4: 25,347 shares; 2026Q1: 55,983 shares 55,983 $30.8M 0.01% +30,636 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: 94,252 shares; 2024Q4: 147,424 shares; 2025Q1: 213,903 shares; 2025Q2: 251,701 shares; 2025Q3: 301,752 shares; 2025Q4: 332,010 shares; 2026Q1: 358,819 shares 358,819 $30.8M 0.01% +26,809 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228 shares; 2024Q4: 677 shares; 2025Q1: 769 shares; 2025Q2: 968 shares; 2025Q3: 994 shares; 2025Q4: 1,183 shares; 2026Q1: 57,550 shares 57,550 $30.6M 0.01% +56,367 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288 shares; 2024Q4: 543 shares; 2025Q1: 786 shares; 2025Q2: 1,218 shares; 2025Q3: 1,621 shares; 2025Q4: 1,459 shares; 2026Q1: 93,511 shares 93,511 $30.6M 0.01% +92,052 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,888 shares; 2024Q4: 221,963 shares; 2025Q1: 273,354 shares; 2025Q2: 327,747 shares; 2025Q3: 368,652 shares; 2025Q4: 380,026 shares; 2026Q1: 403,459 shares 403,459 $30.5M 0.01% +23,433 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,355 shares; 2024Q4: 4,622 shares; 2025Q1: 4,357 shares; 2025Q2: 5,942 shares; 2025Q3: 4,144 shares; 2025Q4: 2,933 shares; 2026Q1: 360,451 shares 360,451 $30.5M 0.01% +357,518 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,936 shares; 2024Q4: 2,881 shares; 2025Q1: 7,469 shares; 2025Q2: 9,976 shares; 2025Q3: 13,124 shares; 2025Q4: 18,490 shares; 2026Q1: 800,692 shares 800,692 $30.3M 0.01% +782,202 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,197 shares; 2024Q4: 102,229 shares; 2025Q1: 142,522 shares; 2025Q2: 192,303 shares; 2025Q3: 238,966 shares; 2025Q4: 261,226 shares; 2026Q1: 514,863 shares 514,863 $30.3M 0.01% +253,637 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,691 shares; 2024Q4: 10,872 shares; 2025Q1: 14,413 shares; 2025Q2: 16,830 shares; 2025Q3: 23,251 shares; 2025Q4: 25,669 shares; 2026Q1: 264,260 shares 264,260 $30.2M 0.01% +238,591 Timeline JMEE 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: 41,146 shares; 2024Q4: 114,745 shares; 2025Q1: 203,711 shares; 2025Q2: 288,256 shares; 2025Q3: 326,344 shares; 2025Q4: 406,149 shares; 2026Q1: 459,413 shares 459,413 $30.1M 0.01% +53,264 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,344 shares; 2024Q4: 11,384 shares; 2025Q1: 20,638 shares; 2025Q2: 24,240 shares; 2025Q3: 27,825 shares; 2025Q4: 35,668 shares; 2026Q1: 174,096 shares 174,096 $29.9M 0.01% +138,428 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: 18,159 shares; 2024Q4: 70,350 shares; 2025Q1: 115,292 shares; 2025Q2: 214,197 shares; 2025Q3: 350,885 shares; 2025Q4: 670,614 shares; 2026Q1: 1,145,462 shares 1,145,462 $29.7M 0.01% +474,848 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: 21,373 shares; 2024Q4: 27,887 shares; 2025Q1: 34,616 shares; 2025Q2: 39,177 shares; 2025Q3: 47,367 shares; 2025Q4: 55,212 shares; 2026Q1: 146,438 shares 146,438 $29.7M 0.01% +91,226 Timeline ABG ASBURY AUTOMOTIVE GROUP INC More: the full row for ASBURY AUTOMOTIVE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23 shares; 2024Q4: 51 shares; 2025Q1: 58 shares; 2025Q2: 225 shares; 2025Q3: 216 shares; 2025Q4: 307 shares; 2026Q1: 150,102 shares 150,102 $29.4M 0.01% +149,795 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,192 shares; 2024Q4: 16,418 shares; 2025Q1: 21,689 shares; 2025Q2: 25,173 shares; 2025Q3: 25,781 shares; 2025Q4: 26,821 shares; 2026Q1: 472,884 shares 472,884 $29.3M 0.01% +446,063 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,996 shares; 2024Q4: 13,765 shares; 2025Q1: 10,961 shares; 2025Q2: 14,821 shares; 2025Q3: 15,907 shares; 2025Q4: 34,988 shares; 2026Q1: 1,117,118 shares 1,117,118 $29.3M 0.01% +1,082,130 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: 3,099 shares; 2024Q4: 3,053 shares; 2025Q1: 4,905 shares; 2025Q2: 12,412 shares; 2025Q3: 24,237 shares; 2025Q4: 22,472 shares; 2026Q1: 407,718 shares 407,718 $29.3M 0.01% +385,246 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 847 shares; 2024Q4: 989 shares; 2025Q1: 922 shares; 2025Q2: 3,710 shares; 2025Q3: 4,215 shares; 2025Q4: 4,182 shares; 2026Q1: 493,965 shares 493,965 $29.3M 0.01% +489,783 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,931 shares; 2024Q4: 71,036 shares; 2025Q1: 100,675 shares; 2025Q2: 153,253 shares; 2025Q3: 243,663 shares; 2025Q4: 294,252 shares; 2026Q1: 388,961 shares 388,961 $29.2M 0.01% +94,709 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 169 shares; 2025Q1: 644 shares; 2025Q2: 382 shares; 2025Q3: 770 shares; 2025Q4: 709 shares; 2026Q1: 203,369 shares 203,369 $29.2M 0.01% +202,660 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: 9,760 shares; 2024Q4: 15,786 shares; 2025Q1: 19,821 shares; 2025Q2: 23,072 shares; 2025Q3: 27,516 shares; 2025Q4: 31,323 shares; 2026Q1: 110,766 shares 110,766 $29M 0.01% +79,443 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 22 shares; 2025Q1: 27 shares; 2025Q2: 137 shares; 2025Q3: 221 shares; 2025Q4: 281 shares; 2026Q1: 172,785 shares 172,785 $29M 0.01% +172,504 Timeline ESGV 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: 123,262 shares; 2024Q4: 142,425 shares; 2025Q1: 163,143 shares; 2025Q2: 182,763 shares; 2025Q3: 208,262 shares; 2025Q4: 229,043 shares; 2026Q1: 265,787 shares 265,787 $29M 0.01% +36,744 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 602 shares; 2024Q4: 753 shares; 2025Q1: 955 shares; 2025Q2: 1,046 shares; 2025Q3: 893 shares; 2025Q4: 1,194 shares; 2026Q1: 206,789 shares 206,789 $28.9M 0.01% +205,595 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 990 shares; 2025Q1: 1,576 shares; 2025Q2: 1,856 shares; 2025Q3: 1,970 shares; 2025Q4: 2,330 shares; 2026Q1: 82,168 shares 82,168 $28.6M 0.01% +79,838 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,279 shares; 2024Q4: 8,164 shares; 2025Q1: 9,568 shares; 2025Q2: 39,008 shares; 2025Q3: 22,815 shares; 2025Q4: 24,509 shares; 2026Q1: 1,373,630 shares 1,373,630 $28.5M 0.01% +1,349,121 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,693 shares; 2024Q4: 89,116 shares; 2025Q1: 119,809 shares; 2025Q2: 139,222 shares; 2025Q3: 172,100 shares; 2025Q4: 202,241 shares; 2026Q1: 1,381,030 shares 1,381,030 $28.5M 0.01% +1,178,789 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,033 shares; 2024Q4: 19,764 shares; 2025Q1: 28,216 shares; 2025Q2: 67,038 shares; 2025Q3: 74,747 shares; 2025Q4: 81,752 shares; 2026Q1: 98,700 shares 98,700 $28.4M 0.01% +16,948 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: 24,182 shares; 2024Q4: 34,490 shares; 2025Q1: 46,609 shares; 2025Q2: 54,194 shares; 2025Q3: 66,977 shares; 2025Q4: 80,531 shares; 2026Q1: 389,243 shares 389,243 $28.4M 0.01% +308,712 Timeline