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: 2,118,071 shares; 2024Q4: 2,707,278 shares; 2025Q1: 6,431,055 shares; 2025Q2: 3,031,480 shares; 2025Q3: 3,330,890 shares; 2025Q4: 3,448,432 shares; 2026Q1: 4,336,222 shares 4,336,222 $2.83B 11.09% +887,790 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 426,362 shares; 2024Q4: 487,344 shares; 2025Q1: 29,144,549 shares; 2025Q2: 49,557,795 shares; 2025Q3: 64,627,104 shares; 2025Q4: 66,837,029 shares; 2026Q1: 70,691,925 shares 70,691,925 $1.4B 5.49% +3,854,896 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,013,716 shares; 2024Q4: 62,639,111 shares; 2025Q1: 63,116,365 shares; 2025Q2: 62,002,093 shares; 2025Q3: 52,597,185 shares; 2025Q4: 57,579,520 shares; 2026Q1: 53,572,236 shares 53,572,236 $1.05B 4.1% -4,007,284 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: 2,965,373 shares; 2024Q4: 3,270,414 shares; 2025Q1: 3,637,908 shares; 2025Q2: 3,884,090 shares; 2025Q3: 4,360,204 shares; 2025Q4: 4,423,627 shares; 2026Q1: 3,842,432 shares 3,842,432 $975M 3.83% -581,195 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: 3,337,503 shares; 2024Q4: 3,364,638 shares; 2025Q1: 4,238,309 shares; 2025Q2: 4,628,919 shares; 2025Q3: 5,215,092 shares; 2025Q4: 5,343,321 shares; 2026Q1: 5,384,910 shares 5,384,910 $939M 3.68% +41,589 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: 988,566 shares; 2024Q4: 1,093,754 shares; 2025Q1: 1,300,199 shares; 2025Q2: 1,450,995 shares; 2025Q3: 1,839,854 shares; 2025Q4: 1,852,654 shares; 2026Q1: 1,917,002 shares 1,917,002 $710M 2.78% +64,348 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,913,601 shares; 2024Q4: 1,951,041 shares; 2025Q1: 2,027,711 shares; 2025Q2: 2,092,518 shares; 2025Q3: 2,095,600 shares; 2025Q4: 2,100,187 shares; 2026Q1: 2,175,818 shares 2,175,818 $453M 1.78% +75,631 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,088,929 shares; 2024Q4: 3,127,477 shares; 2025Q1: 3,212,816 shares; 2025Q2: 3,418,138 shares; 2025Q3: 3,639,449 shares; 2025Q4: 3,788,440 shares; 2026Q1: 3,873,907 shares 3,873,907 $438M 1.72% +85,467 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: 965,585 shares; 2024Q4: 1,414,358 shares; 2025Q1: 1,677,023 shares; 2025Q2: 1,638,052 shares; 2025Q3: 1,788,336 shares; 2025Q4: 1,862,991 shares; 2026Q1: 1,944,079 shares 1,944,079 $410M 1.61% +81,088 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: 894,557 shares; 2024Q4: 1,035,742 shares; 2025Q1: 1,241,991 shares; 2025Q2: 1,447,685 shares; 2025Q3: 1,786,268 shares; 2025Q4: 1,816,429 shares; 2026Q1: 1,786,772 shares 1,786,772 $372M 1.46% -29,657 Timeline MYCH SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 219,864 shares; 2026Q1: 12,291,898 shares 12,291,898 $307M 1.2% +12,072,034 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: 534,078 shares; 2024Q4: 581,503 shares; 2025Q1: 748,530 shares; 2025Q2: 835,221 shares; 2025Q3: 1,156,990 shares; 2025Q4: 1,160,538 shares; 2026Q1: 1,037,861 shares 1,037,861 $298M 1.17% -122,677 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: 197,076 shares; 2024Q4: 435,580 shares; 2025Q1: 418,363 shares; 2025Q2: 409,878 shares; 2025Q3: 414,274 shares; 2025Q4: 452,587 shares; 2026Q1: 420,398 shares 420,398 $275M 1.08% -32,189 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: 430,376 shares; 2024Q4: 320,228 shares; 2025Q1: 304,981 shares; 2025Q2: 342,111 shares; 2025Q3: 380,878 shares; 2025Q4: 389,894 shares; 2026Q1: 448,675 shares 448,675 $259M 1.02% +58,781 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: 304,985 shares; 2024Q4: 1,888,554 shares; 2025Q1: 1,885,818 shares; 2025Q2: 1,896,181 shares; 2025Q3: 1,833,068 shares; 2025Q4: 1,787,650 shares; 2026Q1: 1,711,050 shares 1,711,050 $244M 0.96% -76,600 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: 190,884 shares; 2024Q4: 209,940 shares; 2025Q1: 216,799 shares; 2025Q2: 267,940 shares; 2025Q3: 506,725 shares; 2025Q4: 513,016 shares; 2026Q1: 401,695 shares 401,695 $240M 0.94% -111,321 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: 424,902 shares; 2024Q4: 462,009 shares; 2025Q1: 588,535 shares; 2025Q2: 641,910 shares; 2025Q3: 726,878 shares; 2025Q4: 743,703 shares; 2026Q1: 725,801 shares 725,801 $225M 0.88% -17,902 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: 475,380 shares; 2024Q4: 644,149 shares; 2025Q1: 667,456 shares; 2025Q2: 714,531 shares; 2025Q3: 753,687 shares; 2025Q4: 765,959 shares; 2026Q1: 738,810 shares 738,810 $212M 0.83% -27,149 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,273,209 shares; 2024Q4: 2,305,294 shares; 2025Q1: 2,527,726 shares; 2025Q2: 2,508,013 shares; 2025Q3: 2,704,058 shares; 2025Q4: 2,707,625 shares; 2026Q1: 2,670,135 shares 2,670,135 $187M 0.74% -37,490 Timeline TEND ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,093 shares; 2026Q1: 6,967,513 shares 6,967,513 $172M 0.68% +6,912,420 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: 273,105 shares; 2024Q4: 337,188 shares; 2025Q1: 421,850 shares; 2025Q2: 466,179 shares; 2025Q3: 588,367 shares; 2025Q4: 592,350 shares; 2026Q1: 539,119 shares 539,119 $159M 0.62% -53,231 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: 175,397 shares; 2024Q4: 191,994 shares; 2025Q1: 208,547 shares; 2025Q2: 235,552 shares; 2025Q3: 318,520 shares; 2025Q4: 321,431 shares; 2026Q1: 325,156 shares 325,156 $156M 0.61% +3,725 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: 74,053 shares; 2024Q4: 76,129 shares; 2025Q1: 83,421 shares; 2025Q2: 88,381 shares; 2025Q3: 128,329 shares; 2025Q4: 201,308 shares; 2026Q1: 218,616 shares 218,616 $153M 0.6% +17,308 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,736,579 shares; 2024Q4: 1,823,697 shares; 2025Q1: 1,827,158 shares; 2025Q2: 1,895,162 shares; 2025Q3: 2,036,294 shares; 2025Q4: 2,032,746 shares; 2026Q1: 2,160,071 shares 2,160,071 $152M 0.6% +127,325 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,485,415 shares; 2024Q4: 1,530,243 shares; 2025Q1: 1,579,278 shares; 2025Q2: 1,704,467 shares; 2025Q3: 1,736,585 shares; 2025Q4: 1,738,386 shares; 2026Q1: 1,738,015 shares 1,738,015 $150M 0.59% -371 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: 402,516 shares; 2024Q4: 404,574 shares; 2025Q1: 394,083 shares; 2025Q2: 419,105 shares; 2025Q3: 446,569 shares; 2025Q4: 451,913 shares; 2026Q1: 451,161 shares 451,161 $145M 0.57% -752 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,163,476 shares; 2025Q2: 4,765,827 shares; 2025Q3: 7,123,475 shares; 2025Q4: 7,850,122 shares; 2026Q1: 8,438,015 shares 8,438,015 $141M 0.55% +587,893 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,360,950 shares; 2024Q4: 1,383,365 shares; 2025Q1: 1,493,582 shares; 2025Q2: 1,359,670 shares; 2025Q3: 1,482,404 shares; 2025Q4: 1,484,096 shares; 2026Q1: 1,503,754 shares 1,503,754 $140M 0.55% +19,658 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: 151,266 shares; 2024Q4: 204,402 shares; 2025Q1: 208,405 shares; 2025Q2: 290,695 shares; 2025Q3: 376,589 shares; 2025Q4: 375,480 shares; 2026Q1: 326,296 shares 326,296 $139M 0.55% -49,184 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,675,095 shares; 2024Q4: 1,708,690 shares; 2025Q1: 1,787,506 shares; 2025Q2: 1,867,729 shares; 2025Q3: 2,062,288 shares; 2025Q4: 2,065,170 shares; 2026Q1: 2,037,547 shares 2,037,547 $139M 0.54% -27,623 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: 267,261 shares; 2024Q4: 240,823 shares; 2025Q1: 280,890 shares; 2025Q2: 318,559 shares; 2025Q3: 369,599 shares; 2025Q4: 388,539 shares; 2026Q1: 364,691 shares 364,691 $136M 0.53% -23,848 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: 188,673 shares; 2024Q4: 189,914 shares; 2025Q1: 222,345 shares; 2025Q2: 228,329 shares; 2025Q3: 270,502 shares; 2025Q4: 281,098 shares; 2026Q1: 232,238 shares 232,238 $133M 0.52% -48,860 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: 48,866 shares; 2024Q4: 57,467 shares; 2025Q1: 151,797 shares; 2025Q2: 228,126 shares; 2025Q3: 1,789,545 shares; 2025Q4: 1,927,256 shares; 2026Q1: 1,333,556 shares 1,333,556 $121M 0.47% -593,700 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: 37,787 shares; 2024Q4: 42,395 shares; 2025Q1: 67,759 shares; 2025Q2: 79,157 shares; 2025Q3: 113,499 shares; 2025Q4: 114,872 shares; 2026Q1: 120,300 shares 120,300 $120M 0.47% +5,428 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: 44,908 shares; 2024Q4: 235,733 shares; 2025Q1: 241,739 shares; 2025Q2: 248,641 shares; 2025Q3: 282,236 shares; 2025Q4: 284,712 shares; 2026Q1: 277,495 shares 277,495 $119M 0.47% -7,217 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 767,574 shares; 2024Q4: 3,704,806 shares; 2025Q1: 5,826,003 shares; 2025Q2: 6,031,301 shares; 2025Q3: 6,084,063 shares; 2025Q4: 6,386,183 shares; 2026Q1: 6,346,510 shares 6,346,510 $118M 0.46% -39,673 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: 411,083 shares; 2024Q4: 460,477 shares; 2025Q1: 625,040 shares; 2025Q2: 606,917 shares; 2025Q3: 726,675 shares; 2025Q4: 737,176 shares; 2026Q1: 682,729 shares 682,729 $116M 0.45% -54,447 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 765,310 shares; 2024Q4: 1,171,675 shares; 2025Q1: 1,870,316 shares; 2025Q2: 2,111,899 shares; 2025Q3: 2,405,626 shares; 2025Q4: 2,419,267 shares; 2026Q1: 4,475,447 shares 4,475,447 $113M 0.44% +2,056,180 Timeline BAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,196,880 shares; 2026Q1: 2,194,315 shares 2,194,315 $107M 0.42% -2,565 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: 10,503 shares; 2024Q4: 11,145 shares; 2025Q1: 11,223 shares; 2025Q2: 12,839 shares; 2025Q3: 15,048 shares; 2025Q4: 15,510 shares; 2026Q1: 513,633 shares 513,633 $107M 0.42% +498,123 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: 1,013 shares; 2024Q4: 500,502 shares; 2025Q1: 501,013 shares; 2025Q2: 471,888 shares; 2025Q3: 472,601 shares; 2025Q4: 459,007 shares; 2026Q1: 426,268 shares 426,268 $106M 0.42% -32,739 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: 33,728 shares; 2024Q4: 266,950 shares; 2025Q1: 294,156 shares; 2025Q2: 300,769 shares; 2025Q3: 290,399 shares; 2025Q4: 275,736 shares; 2026Q1: 274,951 shares 274,951 $102M 0.4% -785 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: 39,524 shares; 2024Q4: 208,336 shares; 2025Q1: 210,150 shares; 2025Q2: 302,044 shares; 2025Q3: 348,420 shares; 2025Q4: 528,818 shares; 2026Q1: 519,060 shares 519,060 $102M 0.4% -9,758 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,187,042 shares; 2024Q4: 5,222,754 shares; 2025Q1: 5,048,205 shares; 2025Q2: 5,274,692 shares; 2025Q3: 5,036,583 shares; 2025Q4: 5,342,067 shares; 2026Q1: 4,921,699 shares 4,921,699 $101M 0.39% -420,368 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: 49,224 shares; 2024Q4: 62,652 shares; 2025Q1: 92,200 shares; 2025Q2: 100,770 shares; 2025Q3: 129,222 shares; 2025Q4: 130,675 shares; 2026Q1: 108,867 shares 108,867 $100M 0.39% -21,808 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: 377,774 shares; 2024Q4: 374,043 shares; 2025Q1: 558,467 shares; 2025Q2: 714,462 shares; 2025Q3: 950,423 shares; 2025Q4: 953,218 shares; 2026Q1: 791,815 shares 791,815 $98.5M 0.39% -161,403 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: 63,323 shares; 2024Q4: 68,464 shares; 2025Q1: 76,857 shares; 2025Q2: 91,106 shares; 2025Q3: 100,693 shares; 2025Q4: 265,293 shares; 2026Q1: 1,018,627 shares 1,018,627 $97.9M 0.38% +753,334 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: 23,958 shares; 2024Q4: 28,916 shares; 2025Q1: 27,907 shares; 2025Q2: 115,293 shares; 2025Q3: 119,339 shares; 2025Q4: 281,876 shares; 2026Q1: 272,499 shares 272,499 $97.2M 0.38% -9,377 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: 334,016 shares; 2024Q4: 346,643 shares; 2025Q1: 383,182 shares; 2025Q2: 379,912 shares; 2025Q3: 417,166 shares; 2025Q4: 421,131 shares; 2026Q1: 432,465 shares 432,465 $94.1M 0.37% +11,334 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: 42,559 shares; 2024Q4: 2,472,229 shares; 2025Q1: 2,698,795 shares; 2025Q2: 519,330 shares; 2025Q3: 2,476,025 shares; 2025Q4: 3,173,962 shares; 2026Q1: 3,114,183 shares 3,114,183 $90.7M 0.36% -59,779 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: 268,450 shares; 2024Q4: 277,546 shares; 2025Q1: 313,411 shares; 2025Q2: 306,301 shares; 2025Q3: 381,317 shares; 2025Q4: 382,016 shares; 2026Q1: 368,309 shares 368,309 $90M 0.35% -13,707 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 956,054 shares; 2025Q1: 1,036,229 shares; 2025Q2: 999,539 shares; 2025Q3: 993,446 shares; 2025Q4: 973,669 shares; 2026Q1: 966,581 shares 966,581 $89.6M 0.35% -7,088 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: 136,996 shares; 2024Q4: 906,836 shares; 2025Q1: 946,496 shares; 2025Q2: 925,751 shares; 2025Q3: 918,943 shares; 2025Q4: 885,351 shares; 2026Q1: 917,285 shares 917,285 $89.2M 0.35% +31,934 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: 75,371 shares; 2024Q4: 97,908 shares; 2025Q1: 107,217 shares; 2025Q2: 99,579 shares; 2025Q3: 106,634 shares; 2025Q4: 107,219 shares; 2026Q1: 98,201 shares 98,201 $83.1M 0.33% -9,018 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: 891,701 shares; 2024Q4: 767,470 shares; 2025Q1: 709,719 shares; 2025Q2: 1,211,637 shares; 2025Q3: 965,676 shares; 2025Q4: 1,249,933 shares; 2026Q1: 1,272,621 shares 1,272,621 $81.5M 0.32% +22,688 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: 136,412 shares; 2024Q4: 115,073 shares; 2025Q1: 119,972 shares; 2025Q2: 117,796 shares; 2025Q3: 126,274 shares; 2025Q4: 1,410,553 shares; 2026Q1: 1,609,839 shares 1,609,839 $81.5M 0.32% +199,286 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: 136,913 shares; 2024Q4: 287,578 shares; 2025Q1: 279,803 shares; 2025Q2: 264,852 shares; 2025Q3: 361,256 shares; 2025Q4: 629,273 shares; 2026Q1: 632,966 shares 632,966 $78.7M 0.31% +3,693 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: 422,346 shares; 2024Q4: 364,491 shares; 2025Q1: 319,403 shares; 2025Q2: 355,507 shares; 2025Q3: 403,645 shares; 2025Q4: 415,098 shares; 2026Q1: 535,941 shares 535,941 $78.4M 0.31% +120,843 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: 141,275 shares; 2024Q4: 151,311 shares; 2025Q1: 173,044 shares; 2025Q2: 192,650 shares; 2025Q3: 235,196 shares; 2025Q4: 235,558 shares; 2026Q1: 237,047 shares 237,047 $78M 0.31% +1,489 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: 185,050 shares; 2024Q4: 209,649 shares; 2025Q1: 234,376 shares; 2025Q2: 243,401 shares; 2025Q3: 257,467 shares; 2025Q4: 260,537 shares; 2026Q1: 228,581 shares 228,581 $77.4M 0.3% -31,956 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267,063 shares; 2024Q4: 300,611 shares; 2025Q1: 647,344 shares; 2025Q2: 1,093,610 shares; 2025Q3: 858,582 shares; 2025Q4: 870,803 shares; 2026Q1: 929,810 shares 929,810 $76.8M 0.3% +59,007 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,516 shares; 2024Q4: 66,131 shares; 2025Q1: 67,983 shares; 2025Q2: 142,584 shares; 2025Q3: 143,189 shares; 2025Q4: 181,934 shares; 2026Q1: 174,329 shares 174,329 $76.1M 0.3% -7,605 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: 118,229 shares; 2024Q4: 135,960 shares; 2025Q1: 170,214 shares; 2025Q2: 207,257 shares; 2025Q3: 249,222 shares; 2025Q4: 253,342 shares; 2026Q1: 251,792 shares 251,792 $76.1M 0.3% -1,550 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 369,696 shares; 2024Q4: 662,010 shares; 2025Q1: 1,034,209 shares; 2025Q2: 1,162,411 shares; 2025Q3: 1,410,432 shares; 2025Q4: 1,425,001 shares; 2026Q1: 3,267,016 shares 3,267,016 $76M 0.3% +1,842,015 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,178 shares; 2025Q4: 3,185 shares; 2026Q1: 925,999 shares 925,999 $74.1M 0.29% +922,814 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: 799,813 shares; 2024Q4: 1,210,845 shares; 2025Q1: 1,234,143 shares; 2025Q2: 1,258,773 shares; 2025Q3: 1,260,447 shares; 2025Q4: 1,250,287 shares; 2026Q1: 1,327,458 shares 1,327,458 $72.4M 0.28% +77,171 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: 166,895 shares; 2024Q4: 221,682 shares; 2025Q1: 256,742 shares; 2025Q2: 179,305 shares; 2025Q3: 216,321 shares; 2025Q4: 215,632 shares; 2026Q1: 210,903 shares 210,903 $71.3M 0.28% -4,729 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,111,215 shares; 2024Q4: 1,153,894 shares; 2025Q1: 1,332,123 shares; 2025Q2: 1,399,498 shares; 2025Q3: 1,339,030 shares; 2025Q4: 1,341,891 shares; 2026Q1: 1,358,767 shares 1,358,767 $71.1M 0.28% +16,876 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: 119,824 shares; 2024Q4: 159,863 shares; 2025Q1: 219,467 shares; 2025Q2: 192,552 shares; 2025Q3: 251,236 shares; 2025Q4: 252,214 shares; 2026Q1: 196,070 shares 196,070 $67M 0.26% -56,144 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: 50,581 shares; 2024Q4: 142,183 shares; 2025Q1: 142,547 shares; 2025Q2: 190,246 shares; 2025Q3: 185,078 shares; 2025Q4: 182,339 shares; 2026Q1: 309,810 shares 309,810 $66.2M 0.26% +127,471 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: 784,190 shares; 2024Q4: 173,149 shares; 2025Q1: 185,373 shares; 2025Q2: 236,598 shares; 2025Q3: 297,673 shares; 2025Q4: 299,996 shares; 2026Q1: 335,436 shares 335,436 $64.7M 0.25% +35,440 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: 643,783 shares; 2024Q4: 592,101 shares; 2025Q1: 545,951 shares; 2025Q2: 587,842 shares; 2025Q3: 588,930 shares; 2025Q4: 599,725 shares; 2026Q1: 621,215 shares 621,215 $61.7M 0.24% +21,490 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,620,775 shares; 2024Q4: 1,661,510 shares; 2025Q1: 1,497,374 shares; 2025Q2: 1,561,825 shares; 2025Q3: 1,713,695 shares; 2025Q4: 1,717,024 shares; 2026Q1: 1,755,925 shares 1,755,925 $59.7M 0.23% +38,901 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 257,324 shares; 2025Q1: 307,929 shares; 2025Q2: 309,665 shares; 2025Q3: 332,966 shares; 2025Q4: 382,370 shares; 2026Q1: 371,412 shares 371,412 $59.6M 0.23% -10,958 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: 95,116 shares; 2024Q4: 161,951 shares; 2025Q1: 152,012 shares; 2025Q2: 161,850 shares; 2025Q3: 166,928 shares; 2025Q4: 181,148 shares; 2026Q1: 236,641 shares 236,641 $58.7M 0.23% +55,493 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: 16,009 shares; 2024Q4: 16,218 shares; 2025Q1: 19,553 shares; 2025Q2: 4,701 shares; 2025Q3: 26,550 shares; 2025Q4: 190,217 shares; 2026Q1: 194,297 shares 194,297 $58.1M 0.23% +4,080 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: 269,576 shares; 2025Q1: 274,490 shares; 2025Q2: 361,014 shares; 2025Q3: 365,586 shares; 2025Q4: 366,676 shares; 2026Q1: 268,197 shares 268,197 $57.4M 0.23% -98,479 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: 45,089 shares; 2024Q4: 45,826 shares; 2025Q1: 56,757 shares; 2025Q2: 73,327 shares; 2025Q3: 92,363 shares; 2025Q4: 92,859 shares; 2026Q1: 77,444 shares 77,444 $54.9M 0.22% -15,415 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,244,477 shares; 2025Q1: 903,867 shares; 2025Q2: 869,660 shares; 2025Q3: 832,106 shares; 2025Q4: 830,502 shares; 2026Q1: 798,789 shares 798,789 $54.4M 0.21% -31,713 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: not reported; 2024Q4: 1,419,968 shares; 2025Q1: 680,618 shares; 2025Q2: 6,902 shares; 2025Q3: 626,510 shares; 2025Q4: 629,592 shares; 2026Q1: 606,427 shares 606,427 $53.3M 0.21% -23,165 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: 107,174 shares; 2024Q4: 108,711 shares; 2025Q1: 121,660 shares; 2025Q2: 146,009 shares; 2025Q3: 163,382 shares; 2025Q4: 164,277 shares; 2026Q1: 166,697 shares 166,697 $53M 0.21% +2,420 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: 54,592 shares; 2024Q4: 59,081 shares; 2025Q1: 61,612 shares; 2025Q2: 63,480 shares; 2025Q3: 65,013 shares; 2025Q4: 65,304 shares; 2026Q1: 61,050 shares 61,050 $52.9M 0.21% -4,254 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: 121,373 shares; 2024Q4: 147,860 shares; 2025Q1: 168,670 shares; 2025Q2: 172,202 shares; 2025Q3: 200,656 shares; 2025Q4: 201,087 shares; 2026Q1: 193,247 shares 193,247 $52.3M 0.21% -7,840 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: 59,519 shares; 2024Q4: 67,994 shares; 2025Q1: 83,677 shares; 2025Q2: 91,830 shares; 2025Q3: 110,338 shares; 2025Q4: 111,288 shares; 2026Q1: 101,679 shares 101,679 $50.8M 0.2% -9,609 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: 153,768 shares; 2024Q4: 405,381 shares; 2025Q1: 393,098 shares; 2025Q2: 429,072 shares; 2025Q3: 927,188 shares; 2025Q4: 922,125 shares; 2026Q1: 733,999 shares 733,999 $49.6M 0.19% -188,126 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: 108,203 shares; 2024Q4: 108,921 shares; 2025Q1: 119,420 shares; 2025Q2: 127,482 shares; 2025Q3: 180,079 shares; 2025Q4: 184,753 shares; 2026Q1: 259,594 shares 259,594 $48.5M 0.19% +74,841 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: 116,895 shares; 2024Q4: 140,968 shares; 2025Q1: 151,682 shares; 2025Q2: 152,753 shares; 2025Q3: 220,697 shares; 2025Q4: 222,948 shares; 2026Q1: 232,503 shares 232,503 $48.1M 0.19% +9,555 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: 386,266 shares; 2024Q4: 415,294 shares; 2025Q1: 468,613 shares; 2025Q2: 487,004 shares; 2025Q3: 529,248 shares; 2025Q4: 532,875 shares; 2026Q1: 502,606 shares 502,606 $47.2M 0.19% -30,269 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,784 shares; 2024Q4: 35,827 shares; 2025Q1: 22,910 shares; 2025Q2: 120,603 shares; 2025Q3: 225,163 shares; 2025Q4: 229,307 shares; 2026Q1: 556,904 shares 556,904 $47M 0.18% +327,597 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: 37,267 shares; 2024Q4: 295,952 shares; 2025Q1: 335,803 shares; 2025Q2: 343,702 shares; 2025Q3: 334,636 shares; 2025Q4: 300,540 shares; 2026Q1: 321,226 shares 321,226 $46.8M 0.18% +20,686 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: 69,150 shares; 2024Q4: 106,695 shares; 2025Q1: 117,648 shares; 2025Q2: 128,005 shares; 2025Q3: 139,130 shares; 2025Q4: 140,809 shares; 2026Q1: 159,510 shares 159,510 $45.8M 0.18% +18,701 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: 98,640 shares; 2024Q4: 209,731 shares; 2025Q1: 245,698 shares; 2025Q2: 271,053 shares; 2025Q3: 307,654 shares; 2025Q4: 309,630 shares; 2026Q1: 282,970 shares 282,970 $45.4M 0.18% -26,660 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,219 shares; 2024Q4: 1,507,440 shares; 2025Q1: 1,515,292 shares; 2025Q2: 1,300,097 shares; 2025Q3: 1,097,153 shares; 2025Q4: 1,093,583 shares; 2026Q1: 894,474 shares 894,474 $45M 0.18% -199,109 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: 121,005 shares; 2024Q4: 121,361 shares; 2025Q1: 139,569 shares; 2025Q2: 168,991 shares; 2025Q3: 189,992 shares; 2025Q4: 285,926 shares; 2026Q1: 327,340 shares 327,340 $43.5M 0.17% +41,414 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,061 shares; 2024Q4: 377,194 shares; 2025Q1: 273,480 shares; 2025Q2: 267,756 shares; 2025Q3: 270,791 shares; 2025Q4: 285,447 shares; 2026Q1: 1,980,284 shares 1,980,284 $43.3M 0.17% +1,694,837 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: not reported; 2025Q4: 505,494 shares; 2026Q1: 496,324 shares 496,324 $42.5M 0.17% -9,170 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: 315,231 shares; 2024Q4: 349,360 shares; 2025Q1: 415,078 shares; 2025Q2: 499,765 shares; 2025Q3: 621,348 shares; 2025Q4: 667,109 shares; 2026Q1: 542,504 shares 542,504 $42.1M 0.17% -124,605 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,378 shares; 2024Q4: 169,488 shares; 2025Q1: 169,857 shares; 2025Q2: 170,850 shares; 2025Q3: 170,563 shares; 2025Q4: 170,572 shares; 2026Q1: 169,913 shares 169,913 $41.6M 0.16% -659 Timeline XBAP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,059,239 shares; 2026Q1: 1,048,212 shares 1,048,212 $41M 0.16% -11,027 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: 7,550 shares; 2024Q4: 18,832 shares; 2025Q1: 21,775 shares; 2025Q2: 14,081 shares; 2025Q3: 29,700 shares; 2025Q4: 29,760 shares; 2026Q1: 27,423 shares 27,423 $40.4M 0.16% -2,337 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,912 shares; 2024Q4: 151,627 shares; 2025Q1: 173,524 shares; 2025Q2: 174,274 shares; 2025Q3: 294,498 shares; 2025Q4: 320,865 shares; 2026Q1: 333,523 shares 333,523 $40.3M 0.16% +12,658 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: 148,416 shares; 2024Q4: 159,071 shares; 2025Q1: 226,848 shares; 2025Q2: 234,343 shares; 2025Q3: 358,879 shares; 2025Q4: 359,473 shares; 2026Q1: 330,201 shares 330,201 $39.9M 0.16% -29,272 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: 117,217 shares; 2024Q4: 134,057 shares; 2025Q1: 213,773 shares; 2025Q2: 231,050 shares; 2025Q3: 285,875 shares; 2025Q4: 288,848 shares; 2026Q1: 267,748 shares 267,748 $39.4M 0.15% -21,100 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: 54,305 shares; 2024Q4: 63,753 shares; 2025Q1: 97,024 shares; 2025Q2: 118,685 shares; 2025Q3: 150,831 shares; 2025Q4: 152,399 shares; 2026Q1: 109,718 shares 109,718 $39.2M 0.15% -42,681 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: 164,491 shares; 2024Q4: 333,396 shares; 2025Q1: 186,038 shares; 2025Q2: 210,275 shares; 2025Q3: 247,471 shares; 2025Q4: 250,631 shares; 2026Q1: 267,535 shares 267,535 $38.6M 0.15% +16,904 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: 15,705 shares; 2024Q4: 16,386 shares; 2025Q1: 17,638 shares; 2025Q2: 122,413 shares; 2025Q3: 870,475 shares; 2025Q4: 858,927 shares; 2026Q1: 551,029 shares 551,029 $38.4M 0.15% -307,898 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: 195,428 shares; 2024Q4: 220,621 shares; 2025Q1: 236,846 shares; 2025Q2: 229,488 shares; 2025Q3: 229,990 shares; 2025Q4: 260,827 shares; 2026Q1: 258,466 shares 258,466 $38.3M 0.15% -2,361 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: 59,157 shares; 2024Q4: 61,438 shares; 2025Q1: 64,191 shares; 2025Q2: 99,688 shares; 2025Q3: 122,177 shares; 2025Q4: 144,446 shares; 2026Q1: 146,103 shares 146,103 $38.3M 0.15% +1,657 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: 4,383 shares; 2024Q4: 4,261 shares; 2025Q1: 5,947 shares; 2025Q2: 10,316 shares; 2025Q3: 110,580 shares; 2025Q4: 112,106 shares; 2026Q1: 110,249 shares 110,249 $38.1M 0.15% -1,857 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: 41,901 shares; 2024Q4: 48,866 shares; 2025Q1: 57,797 shares; 2025Q2: 80,562 shares; 2025Q3: 92,829 shares; 2025Q4: 93,450 shares; 2026Q1: 133,672 shares 133,672 $38M 0.15% +40,222 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: 74,298 shares; 2024Q4: 185,079 shares; 2025Q1: 192,446 shares; 2025Q2: 272,367 shares; 2025Q3: 312,432 shares; 2025Q4: 315,087 shares; 2026Q1: 287,312 shares 287,312 $37.9M 0.15% -27,775 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,873 shares; 2024Q4: 5,639 shares; 2025Q1: 6,353 shares; 2025Q2: 105,294 shares; 2025Q3: 108,863 shares; 2025Q4: 105,317 shares; 2026Q1: 103,174 shares 103,174 $37.9M 0.15% -2,143 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 503,183 shares; 2024Q4: 526,287 shares; 2025Q1: 546,395 shares; 2025Q2: 573,567 shares; 2025Q3: 623,248 shares; 2025Q4: 624,191 shares; 2026Q1: 654,663 shares 654,663 $37.7M 0.15% +30,472 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: 14,080 shares; 2024Q4: 17,976 shares; 2025Q1: 18,875 shares; 2025Q2: 37,923 shares; 2025Q3: 44,161 shares; 2025Q4: 43,629 shares; 2026Q1: 42,712 shares 42,712 $37.3M 0.15% -917 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: 44,358 shares; 2024Q4: 40,017 shares; 2025Q1: 98,104 shares; 2025Q2: 91,706 shares; 2025Q3: 153,621 shares; 2025Q4: 153,067 shares; 2026Q1: 155,224 shares 155,224 $37.3M 0.15% +2,157 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: 13,991 shares; 2024Q4: 280,789 shares; 2025Q1: 275,987 shares; 2025Q2: 372,847 shares; 2025Q3: 377,388 shares; 2025Q4: 357,676 shares; 2026Q1: 330,905 shares 330,905 $36.3M 0.14% -26,771 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: 39,973 shares; 2024Q4: 40,304 shares; 2025Q1: 52,344 shares; 2025Q2: 53,857 shares; 2025Q3: 68,759 shares; 2025Q4: 69,276 shares; 2026Q1: 61,760 shares 61,760 $34.9M 0.14% -7,516 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: 4,542 shares; 2024Q4: 5,108 shares; 2025Q1: 41,623 shares; 2025Q2: 66,094 shares; 2025Q3: 84,217 shares; 2025Q4: 84,217 shares; 2026Q1: 63,059 shares 63,059 $34.6M 0.14% -21,158 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: 12,444 shares; 2025Q1: 17,561 shares; 2025Q2: 20,909 shares; 2025Q3: 36,412 shares; 2025Q4: 36,446 shares; 2026Q1: 35,996 shares 35,996 $34.6M 0.14% -450 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,014 shares; 2024Q4: 53,399 shares; 2025Q1: 56,261 shares; 2025Q2: not reported; 2025Q3: 110,074 shares; 2025Q4: 116,660 shares; 2026Q1: 126,729 shares 126,729 $34.5M 0.14% +10,069 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,721 shares; 2024Q4: 49,462 shares; 2025Q1: 53,370 shares; 2025Q2: 57,998 shares; 2025Q3: 96,995 shares; 2025Q4: 102,937 shares; 2026Q1: 110,050 shares 110,050 $34.4M 0.13% +7,113 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: 69,249 shares; 2024Q4: 75,456 shares; 2025Q1: 167,250 shares; 2025Q2: 158,510 shares; 2025Q3: 252,369 shares; 2025Q4: 255,519 shares; 2026Q1: 208,195 shares 208,195 $34.3M 0.13% -47,324 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,563 shares; 2024Q4: 72,040 shares; 2025Q1: 78,438 shares; 2025Q2: 83,345 shares; 2025Q3: 144,864 shares; 2025Q4: 173,772 shares; 2026Q1: 187,528 shares 187,528 $33.7M 0.13% +13,756 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 527,629 shares; 2024Q4: 549,125 shares; 2025Q1: 513,029 shares; 2025Q2: 574,513 shares; 2025Q3: 596,541 shares; 2025Q4: 597,631 shares; 2026Q1: 570,556 shares 570,556 $33.7M 0.13% -27,075 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,158 shares; 2024Q4: 39,173 shares; 2025Q1: 38,400 shares; 2025Q2: 38,084 shares; 2025Q3: 57,069 shares; 2025Q4: 54,534 shares; 2026Q1: 54,342 shares 54,342 $33.6M 0.13% -192 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,337,374 shares; 2025Q1: 825,202 shares; 2025Q2: 793,086 shares; 2025Q3: 765,052 shares; 2025Q4: 763,591 shares; 2026Q1: 673,645 shares 673,645 $33.3M 0.13% -89,946 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: 107,655 shares; 2024Q4: 110,911 shares; 2025Q1: 142,082 shares; 2025Q2: 421,915 shares; 2025Q3: 564,384 shares; 2025Q4: 765,445 shares; 2026Q1: 612,414 shares 612,414 $33.1M 0.13% -153,031 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: not reported; 2024Q4: 8,800 shares; 2025Q1: 4,779 shares; 2025Q2: 4,825 shares; 2025Q3: 689,248 shares; 2025Q4: 700,995 shares; 2026Q1: 426,058 shares 426,058 $32.6M 0.13% -274,937 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,829 shares; 2024Q4: 41,879 shares; 2025Q1: 46,641 shares; 2025Q2: 43,497 shares; 2025Q3: 76,776 shares; 2025Q4: 83,006 shares; 2026Q1: 88,180 shares 88,180 $31.7M 0.12% +5,174 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: 36,123 shares; 2024Q4: 46,544 shares; 2025Q1: 78,625 shares; 2025Q2: 80,427 shares; 2025Q3: 120,207 shares; 2025Q4: 121,480 shares; 2026Q1: 101,474 shares 101,474 $31.5M 0.12% -20,006 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,160,069 shares; 2024Q4: 1,207,751 shares; 2025Q1: 1,153,327 shares; 2025Q2: 1,221,408 shares; 2025Q3: 1,334,794 shares; 2025Q4: 1,337,397 shares; 2026Q1: 1,158,618 shares 1,158,618 $31.2M 0.12% -178,779 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: 525,906 shares; 2024Q4: 275,310 shares; 2025Q1: 201,574 shares; 2025Q2: 260,913 shares; 2025Q3: 275,004 shares; 2025Q4: 287,486 shares; 2026Q1: 307,696 shares 307,696 $31M 0.12% +20,210 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: 177,482 shares; 2024Q4: 178,077 shares; 2025Q1: 192,553 shares; 2025Q2: 258,466 shares; 2025Q3: 273,681 shares; 2025Q4: 284,357 shares; 2026Q1: 331,023 shares 331,023 $30.7M 0.12% +46,666 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: 76,892 shares; 2024Q4: 77,776 shares; 2025Q1: 82,334 shares; 2025Q2: 219,482 shares; 2025Q3: 296,324 shares; 2025Q4: 292,065 shares; 2026Q1: 313,279 shares 313,279 $30.4M 0.12% +21,214 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,433 shares; 2024Q4: 166,018 shares; 2025Q1: 161,951 shares; 2025Q2: 105,372 shares; 2025Q3: 343,630 shares; 2025Q4: 336,645 shares; 2026Q1: 219,746 shares 219,746 $30.4M 0.12% -116,899 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050,319 shares; 2024Q4: 1,349,822 shares; 2025Q1: 1,492,124 shares; 2025Q2: 1,537,167 shares; 2025Q3: 1,545,514 shares; 2025Q4: 1,525,258 shares; 2026Q1: 1,642,883 shares 1,642,883 $30.2M 0.12% +117,625 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 99,851 shares; 2025Q3: 251,453 shares; 2025Q4: 257,197 shares; 2026Q1: 661,451 shares 661,451 $30.1M 0.12% +404,254 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,517 shares; 2024Q4: 118,391 shares; 2025Q1: 127,539 shares; 2025Q2: 141,225 shares; 2025Q3: 152,833 shares; 2025Q4: 153,333 shares; 2026Q1: 142,073 shares 142,073 $30.1M 0.12% -11,260 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: 107,454 shares; 2024Q4: 129,024 shares; 2025Q1: 128,875 shares; 2025Q2: 171,447 shares; 2025Q3: 182,623 shares; 2025Q4: 182,661 shares; 2026Q1: 184,395 shares 184,395 $29.5M 0.12% +1,734 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,541 shares; 2024Q4: 23,789 shares; 2025Q1: 21,122 shares; 2025Q2: 273,087 shares; 2025Q3: 314,297 shares; 2025Q4: 306,051 shares; 2026Q1: 323,507 shares 323,507 $29.3M 0.12% +17,456 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: 11,008 shares; 2024Q4: 11,682 shares; 2025Q1: 14,962 shares; 2025Q2: 11,457 shares; 2025Q3: 15,169 shares; 2025Q4: 389,839 shares; 2026Q1: 385,060 shares 385,060 $28.6M 0.11% -4,779 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: 87,696 shares; 2024Q4: 69,641 shares; 2025Q1: 70,565 shares; 2025Q2: 70,477 shares; 2025Q3: 83,587 shares; 2025Q4: 83,469 shares; 2026Q1: 82,494 shares 82,494 $28.3M 0.11% -975 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: 166,628 shares; 2024Q4: 162,640 shares; 2025Q1: 158,297 shares; 2025Q2: 151,694 shares; 2025Q3: 149,821 shares; 2025Q4: 149,857 shares; 2026Q1: 135,801 shares 135,801 $27.9M 0.11% -14,056 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: 253,034 shares; 2024Q4: 286,197 shares; 2025Q1: 275,137 shares; 2025Q2: 314,517 shares; 2025Q3: 321,954 shares; 2025Q4: 321,648 shares; 2026Q1: 276,952 shares 276,952 $27.7M 0.11% -44,696 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: 50,512 shares; 2024Q4: 55,971 shares; 2025Q1: 57,526 shares; 2025Q2: 59,012 shares; 2025Q3: 77,816 shares; 2025Q4: 76,940 shares; 2026Q1: 78,365 shares 78,365 $27.6M 0.11% +1,425 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: 22,316 shares; 2024Q4: 21,717 shares; 2025Q1: 21,283 shares; 2025Q2: 30,489 shares; 2025Q3: 43,140 shares; 2025Q4: 111,731 shares; 2026Q1: 263,396 shares 263,396 $27.5M 0.11% +151,665 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: 68,795 shares; 2024Q4: 53,145 shares; 2025Q1: 57,309 shares; 2025Q2: 62,773 shares; 2025Q3: 65,196 shares; 2025Q4: 64,967 shares; 2026Q1: 59,713 shares 59,713 $27.5M 0.11% -5,254 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,124 shares; 2025Q3: 6,874 shares; 2025Q4: 235,458 shares; 2026Q1: 229,472 shares 229,472 $27.2M 0.11% -5,986 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 179,933 shares; 2025Q1: 323,200 shares; 2025Q2: 310,304 shares; 2025Q3: 312,729 shares; 2025Q4: 312,199 shares; 2026Q1: 284,102 shares 284,102 $26.9M 0.11% -28,097 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: 82,960 shares; 2024Q4: 88,779 shares; 2025Q1: 95,604 shares; 2025Q2: 99,721 shares; 2025Q3: 130,944 shares; 2025Q4: 132,010 shares; 2026Q1: 171,517 shares 171,517 $26.6M 0.1% +39,507 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: 34,366 shares; 2024Q4: 42,503 shares; 2025Q1: 45,992 shares; 2025Q2: 288,581 shares; 2025Q3: 394,940 shares; 2025Q4: 403,182 shares; 2026Q1: 463,452 shares 463,452 $26.3M 0.1% +60,270 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: not reported; 2024Q4: 254,358 shares; 2025Q1: 251,768 shares; 2025Q2: 336,810 shares; 2025Q3: 343,947 shares; 2025Q4: 323,518 shares; 2026Q1: 279,083 shares 279,083 $26.2M 0.1% -44,435 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: 41,180 shares; 2024Q4: 40,814 shares; 2025Q1: 39,511 shares; 2025Q2: 36,713 shares; 2025Q3: 114,338 shares; 2025Q4: 115,409 shares; 2026Q1: 134,736 shares 134,736 $25.8M 0.1% +19,327 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: 106,338 shares; 2024Q4: 102,091 shares; 2025Q1: 105,450 shares; 2025Q2: 130,255 shares; 2025Q3: 137,049 shares; 2025Q4: 132,974 shares; 2026Q1: 134,575 shares 134,575 $25.8M 0.1% +1,601 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,121 shares; 2024Q4: 51,463 shares; 2025Q1: 51,055 shares; 2025Q2: 86,966 shares; 2025Q3: 77,133 shares; 2025Q4: 447,410 shares; 2026Q1: 440,484 shares 440,484 $25.8M 0.1% -6,926 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: 193,398 shares; 2024Q4: 202,412 shares; 2025Q1: 256,315 shares; 2025Q2: 258,695 shares; 2025Q3: 319,470 shares; 2025Q4: 326,008 shares; 2026Q1: 334,255 shares 334,255 $25.6M 0.1% +8,247 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,301 shares; 2024Q4: 106,022 shares; 2025Q1: 125,073 shares; 2025Q2: 220,133 shares; 2025Q3: 291,849 shares; 2025Q4: 293,958 shares; 2026Q1: 485,512 shares 485,512 $25.3M 0.1% +191,554 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: 43,236 shares; 2024Q4: 162,860 shares; 2025Q1: 180,119 shares; 2025Q2: 209,468 shares; 2025Q3: 214,572 shares; 2025Q4: 204,291 shares; 2026Q1: 193,236 shares 193,236 $24.8M 0.1% -11,055 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: 78,069 shares; 2024Q4: 94,548 shares; 2025Q1: 95,010 shares; 2025Q2: 91,938 shares; 2025Q3: 96,050 shares; 2025Q4: 99,213 shares; 2026Q1: 101,902 shares 101,902 $24.7M 0.1% +2,689 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: 292,632 shares; 2024Q4: 511,070 shares; 2025Q1: 528,771 shares; 2025Q2: 382,673 shares; 2025Q3: 420,864 shares; 2025Q4: 463,968 shares; 2026Q1: 504,467 shares 504,467 $24.6M 0.1% +40,499 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,344 shares; 2024Q4: 20,593 shares; 2025Q1: 20,375 shares; 2025Q2: 47,753 shares; 2025Q3: 69,196 shares; 2025Q4: 69,197 shares; 2026Q1: 86,617 shares 86,617 $24.6M 0.1% +17,420 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: 97,851 shares; 2024Q4: 277,301 shares; 2025Q1: 180,332 shares; 2025Q2: 150,489 shares; 2025Q3: 190,748 shares; 2025Q4: 193,417 shares; 2026Q1: 189,333 shares 189,333 $24.4M 0.1% -4,084 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: 2,111 shares; 2024Q4: 71,669 shares; 2025Q1: 73,816 shares; 2025Q2: 60,600 shares; 2025Q3: 65,432 shares; 2025Q4: 65,616 shares; 2026Q1: 67,819 shares 67,819 $24.3M 0.1% +2,203 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,995 shares; 2024Q4: 3,031 shares; 2025Q1: 2,757 shares; 2025Q2: 2,495 shares; 2025Q3: 3,554 shares; 2025Q4: 210,089 shares; 2026Q1: 211,427 shares 211,427 $23.5M 0.09% +1,338 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: 21,165 shares; 2024Q4: 20,460 shares; 2025Q1: 27,047 shares; 2025Q2: 28,348 shares; 2025Q3: 42,022 shares; 2025Q4: 42,333 shares; 2026Q1: 38,948 shares 38,948 $23.5M 0.09% -3,385 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: 374,327 shares; 2024Q4: 198,292 shares; 2025Q1: 190,887 shares; 2025Q2: 151,737 shares; 2025Q3: 157,393 shares; 2025Q4: 164,394 shares; 2026Q1: 176,595 shares 176,595 $23.4M 0.09% +12,201 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,506 shares; 2024Q4: 11,354 shares; 2025Q1: not reported; 2025Q2: 56,991 shares; 2025Q3: 141,847 shares; 2025Q4: 145,087 shares; 2026Q1: 416,296 shares 416,296 $23.4M 0.09% +271,209 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: 68,138 shares; 2024Q4: 61,000 shares; 2025Q1: 90,543 shares; 2025Q2: 71,784 shares; 2025Q3: 103,999 shares; 2025Q4: 106,305 shares; 2026Q1: 77,246 shares 77,246 $23.4M 0.09% -29,059 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: 40,739 shares; 2024Q4: 42,280 shares; 2025Q1: 50,214 shares; 2025Q2: 86,765 shares; 2025Q3: 105,921 shares; 2025Q4: 105,149 shares; 2026Q1: 110,472 shares 110,472 $23.2M 0.09% +5,323 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: 124,948 shares; 2024Q4: 114,356 shares; 2025Q1: 114,033 shares; 2025Q2: 107,828 shares; 2025Q3: 267,969 shares; 2025Q4: 274,347 shares; 2026Q1: 249,200 shares 249,200 $23.1M 0.09% -25,147 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: 174,891 shares; 2024Q4: 193,186 shares; 2025Q1: 77,415 shares; 2025Q2: 88,822 shares; 2025Q3: 115,549 shares; 2025Q4: 116,340 shares; 2026Q1: 113,219 shares 113,219 $23M 0.09% -3,121 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: 112,686 shares; 2025Q1: 146,664 shares; 2025Q2: 160,115 shares; 2025Q3: 224,079 shares; 2025Q4: 227,339 shares; 2026Q1: 184,697 shares 184,697 $22.7M 0.09% -42,642 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: 24,906 shares; 2024Q4: 25,844 shares; 2025Q1: 33,645 shares; 2025Q2: 49,812 shares; 2025Q3: 65,460 shares; 2025Q4: 66,307 shares; 2026Q1: 69,248 shares 69,248 $22.6M 0.09% +2,941 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: 118,965 shares; 2024Q4: 127,489 shares; 2025Q1: 154,679 shares; 2025Q2: 166,556 shares; 2025Q3: 231,368 shares; 2025Q4: 232,205 shares; 2026Q1: 245,190 shares 245,190 $22M 0.09% +12,985 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 553,120 shares; 2026Q1: 509,845 shares 509,845 $22M 0.09% -43,275 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: 109,585 shares; 2024Q4: 116,898 shares; 2025Q1: 129,220 shares; 2025Q2: 130,966 shares; 2025Q3: 143,896 shares; 2025Q4: 142,512 shares; 2026Q1: 126,201 shares 126,201 $21.8M 0.09% -16,311 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: 950,731 shares; 2024Q4: 776,419 shares; 2025Q1: 712,682 shares; 2025Q2: 662,910 shares; 2025Q3: 683,497 shares; 2025Q4: 685,400 shares; 2026Q1: 324,037 shares 324,037 $21.7M 0.09% -361,363 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: 190,139 shares; 2024Q4: 179,414 shares; 2025Q1: 152,745 shares; 2025Q2: 157,887 shares; 2025Q3: 178,722 shares; 2025Q4: 173,782 shares; 2026Q1: 158,191 shares 158,191 $21.6M 0.08% -15,591 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: 29,380 shares; 2024Q4: 33,109 shares; 2025Q1: 58,698 shares; 2025Q2: 59,904 shares; 2025Q3: 112,440 shares; 2025Q4: 113,809 shares; 2026Q1: 95,467 shares 95,467 $21.6M 0.08% -18,342 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: 89,528 shares; 2024Q4: 89,914 shares; 2025Q1: 89,002 shares; 2025Q2: 96,129 shares; 2025Q3: 100,469 shares; 2025Q4: 103,813 shares; 2026Q1: 99,483 shares 99,483 $21.4M 0.08% -4,330 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: 156,051 shares; 2024Q4: 793,869 shares; 2025Q1: 760,179 shares; 2025Q2: 790,976 shares; 2025Q3: 794,732 shares; 2025Q4: 798,969 shares; 2026Q1: 846,394 shares 846,394 $21.2M 0.08% +47,425 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: 64,295 shares; 2024Q4: 30,269 shares; 2025Q1: 63,699 shares; 2025Q2: 62,771 shares; 2025Q3: 116,999 shares; 2025Q4: 118,064 shares; 2026Q1: 85,463 shares 85,463 $21.1M 0.08% -32,601 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: 132,651 shares; 2024Q4: 143,440 shares; 2025Q1: 168,172 shares; 2025Q2: 223,507 shares; 2025Q3: 255,955 shares; 2025Q4: 253,803 shares; 2026Q1: 204,088 shares 204,088 $21M 0.08% -49,715 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: 79,611 shares; 2024Q4: 125,243 shares; 2025Q1: 129,408 shares; 2025Q2: 126,075 shares; 2025Q3: 180,422 shares; 2025Q4: 180,350 shares; 2026Q1: 159,627 shares 159,627 $20.9M 0.08% -20,723 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,586 shares; 2024Q4: 12,748 shares; 2025Q1: 12,763 shares; 2025Q2: 12,751 shares; 2025Q3: 12,838 shares; 2025Q4: 19,732 shares; 2026Q1: 44,013 shares 44,013 $20.9M 0.08% +24,281 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,895 shares; 2025Q3: 145,382 shares; 2025Q4: 148,461 shares; 2026Q1: 380,867 shares 380,867 $20.9M 0.08% +232,406 Timeline EWQ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,050 shares; 2025Q3: 173,740 shares; 2025Q4: 177,461 shares; 2026Q1: 476,275 shares 476,275 $20.7M 0.08% +298,814 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: 124,812 shares; 2024Q4: 136,153 shares; 2025Q1: 143,873 shares; 2025Q2: 143,077 shares; 2025Q3: 149,289 shares; 2025Q4: 149,882 shares; 2026Q1: 149,982 shares 149,982 $20.6M 0.08% +100 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 358,724 shares; 2024Q4: 143,309 shares; 2025Q1: 145,552 shares; 2025Q2: 146,556 shares; 2025Q3: 151,343 shares; 2025Q4: 149,522 shares; 2026Q1: 149,646 shares 149,646 $20.3M 0.08% +124 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 442,596 shares; 2025Q4: 442,906 shares; 2026Q1: 457,898 shares 457,898 $20.2M 0.08% +14,992 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,188 shares; 2024Q4: 156,005 shares; 2025Q1: 172,338 shares; 2025Q2: 188,504 shares; 2025Q3: 187,432 shares; 2025Q4: 187,571 shares; 2026Q1: 167,379 shares 167,379 $19.8M 0.08% -20,192 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: 70,208 shares; 2024Q4: 76,890 shares; 2025Q1: 83,085 shares; 2025Q2: 115,504 shares; 2025Q3: 124,523 shares; 2025Q4: 126,847 shares; 2026Q1: 118,698 shares 118,698 $19.8M 0.08% -8,149 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: 4,014 shares; 2024Q4: 32,822 shares; 2025Q1: 43,115 shares; 2025Q2: not reported; 2025Q3: 1,183,407 shares; 2025Q4: 1,200,142 shares; 2026Q1: 642,572 shares 642,572 $19.7M 0.08% -557,570 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: 21,527 shares; 2024Q4: 24,461 shares; 2025Q1: 32,480 shares; 2025Q2: 34,415 shares; 2025Q3: 43,684 shares; 2025Q4: 44,094 shares; 2026Q1: 39,978 shares 39,978 $19.7M 0.08% -4,116 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: 24,399 shares; 2024Q4: 31,606 shares; 2025Q1: 34,232 shares; 2025Q2: 45,822 shares; 2025Q3: 53,695 shares; 2025Q4: 53,597 shares; 2026Q1: 43,511 shares 43,511 $19.4M 0.08% -10,086 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: 428,657 shares; 2024Q4: 345,944 shares; 2025Q1: 377,369 shares; 2025Q2: 159,053 shares; 2025Q3: 212,546 shares; 2025Q4: 209,171 shares; 2026Q1: 201,309 shares 201,309 $19.4M 0.08% -7,862 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: 46,688 shares; 2024Q4: 49,891 shares; 2025Q1: 75,934 shares; 2025Q2: 110,101 shares; 2025Q3: 153,081 shares; 2025Q4: 153,258 shares; 2026Q1: 122,776 shares 122,776 $19.3M 0.08% -30,482 Timeline EWG 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: 14,846 shares; 2024Q4: 11,573 shares; 2025Q1: not reported; 2025Q2: 51,018 shares; 2025Q3: 177,056 shares; 2025Q4: 180,857 shares; 2026Q1: 485,803 shares 485,803 $19.3M 0.08% +304,946 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: 134,597 shares; 2024Q4: 137,395 shares; 2025Q1: 197,330 shares; 2025Q2: 175,438 shares; 2025Q3: 254,751 shares; 2025Q4: 264,539 shares; 2026Q1: 240,951 shares 240,951 $19.2M 0.08% -23,588 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: 289,931 shares; 2024Q4: 278,731 shares; 2025Q1: 259,063 shares; 2025Q2: 26,705 shares; 2025Q3: 266,473 shares; 2025Q4: 270,676 shares; 2026Q1: 251,081 shares 251,081 $18.9M 0.07% -19,595 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,490 shares; 2024Q4: 35,958 shares; 2025Q1: 27,706 shares; 2025Q2: 23,750 shares; 2025Q3: 157,116 shares; 2025Q4: 157,150 shares; 2026Q1: 132,336 shares 132,336 $18.8M 0.07% -24,814 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: 13,747 shares; 2024Q4: 150,169 shares; 2025Q1: 163,646 shares; 2025Q2: 162,770 shares; 2025Q3: 182,911 shares; 2025Q4: 209,032 shares; 2026Q1: 243,199 shares 243,199 $18.8M 0.07% +34,167 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,851 shares; 2025Q3: 100,528 shares; 2025Q4: 102,867 shares; 2026Q1: 263,861 shares 263,861 $18.7M 0.07% +160,994 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW 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: 409,718 shares; 2025Q3: 419,535 shares; 2025Q4: 419,576 shares; 2026Q1: 417,249 shares 417,249 $18.6M 0.07% -2,327 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 2,425 shares; 2025Q1: 4,091 shares; 2025Q2: 9,839 shares; 2025Q3: 11,391 shares; 2025Q4: 11,408 shares; 2026Q1: 18,936 shares 18,936 $18.6M 0.07% +7,528 Timeline ZTEN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 288,354 shares; 2024Q4: 309,180 shares; 2025Q1: 346,574 shares; 2025Q2: 368,182 shares; 2025Q3: 365,824 shares; 2025Q4: 365,824 shares; 2026Q1: 364,739 shares 364,739 $18.4M 0.07% -1,085 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,290 shares; 2024Q4: 21,393 shares; 2025Q1: 23,443 shares; 2025Q2: 23,904 shares; 2025Q3: 27,586 shares; 2025Q4: 31,960 shares; 2026Q1: 119,963 shares 119,963 $18.1M 0.07% +88,003 Timeline VDC 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: 37,308 shares; 2024Q4: 38,975 shares; 2025Q1: 44,349 shares; 2025Q2: 49,196 shares; 2025Q3: 69,361 shares; 2025Q4: 75,910 shares; 2026Q1: 79,964 shares 79,964 $18M 0.07% +4,054 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,602 shares; 2024Q4: 106,865 shares; 2025Q1: 139,695 shares; 2025Q2: 172,906 shares; 2025Q3: 213,403 shares; 2025Q4: 216,088 shares; 2026Q1: 178,195 shares 178,195 $17.9M 0.07% -37,893 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260,366 shares; 2024Q4: 271,749 shares; 2025Q1: 373,153 shares; 2025Q2: 364,522 shares; 2025Q3: 278,510 shares; 2025Q4: 461,047 shares; 2026Q1: 390,723 shares 390,723 $17.9M 0.07% -70,324 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,660 shares; 2024Q4: 5,661 shares; 2025Q1: 10,812 shares; 2025Q2: 21,299 shares; 2025Q3: 46,972 shares; 2025Q4: 343,011 shares; 2026Q1: 383,462 shares 383,462 $17.9M 0.07% +40,451 Timeline ZTRE RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 358,523 shares; 2024Q4: 382,643 shares; 2025Q1: 363,922 shares; 2025Q2: 371,469 shares; 2025Q3: 369,252 shares; 2025Q4: 369,252 shares; 2026Q1: 349,669 shares 349,669 $17.7M 0.07% -19,583 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,173 shares; 2024Q4: 58,311 shares; 2025Q1: 70,321 shares; 2025Q2: 50,112 shares; 2025Q3: 469,380 shares; 2025Q4: 476,128 shares; 2026Q1: 366,585 shares 366,585 $17.7M 0.07% -109,543 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,957 shares; 2025Q3: 112,169 shares; 2025Q4: 114,484 shares; 2026Q1: 293,507 shares 293,507 $17.3M 0.07% +179,023 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: 288,602 shares; 2024Q4: 275,129 shares; 2025Q1: 304,880 shares; 2025Q2: 302,785 shares; 2025Q3: 344,921 shares; 2025Q4: 340,903 shares; 2026Q1: 341,142 shares 341,142 $17.1M 0.07% +239 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,719 shares; 2025Q3: not reported; 2025Q4: 352,908 shares; 2026Q1: 359,916 shares 359,916 $16.9M 0.07% +7,008 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: 59,074 shares; 2024Q4: 63,754 shares; 2025Q1: 69,646 shares; 2025Q2: 66,810 shares; 2025Q3: 121,221 shares; 2025Q4: 123,364 shares; 2026Q1: 120,592 shares 120,592 $16.8M 0.07% -2,772 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: 62,112 shares; 2024Q4: 65,981 shares; 2025Q1: 87,607 shares; 2025Q2: 78,043 shares; 2025Q3: 104,121 shares; 2025Q4: 103,743 shares; 2026Q1: 85,770 shares 85,770 $16.7M 0.07% -17,973 Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,737 shares; 2024Q4: 17,327 shares; 2025Q1: 19,031 shares; 2025Q2: 14,816 shares; 2025Q3: 109,912 shares; 2025Q4: 109,914 shares; 2026Q1: 103,690 shares 103,690 $16.5M 0.06% -6,224 Timeline VAW 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: 42,624 shares; 2024Q4: 43,416 shares; 2025Q1: 44,902 shares; 2025Q2: 46,118 shares; 2025Q3: 70,760 shares; 2025Q4: 69,327 shares; 2026Q1: 72,773 shares 72,773 $16.4M 0.06% +3,446 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: 36,746 shares; 2024Q4: 37,799 shares; 2025Q1: 33,365 shares; 2025Q2: 52,523 shares; 2025Q3: 48,763 shares; 2025Q4: 48,215 shares; 2026Q1: 178,162 shares 178,162 $16.3M 0.06% +129,947 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,367 shares; 2024Q4: 145,742 shares; 2025Q1: 145,486 shares; 2025Q2: 185,434 shares; 2025Q3: 157,139 shares; 2025Q4: 156,007 shares; 2026Q1: 183,400 shares 183,400 $16.3M 0.06% +27,393 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 358,487 shares 358,487 $16.2M 0.06% new 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: 319,981 shares; 2024Q4: 628,128 shares; 2025Q1: 544,523 shares; 2025Q2: 544,725 shares; 2025Q3: 645,875 shares; 2025Q4: 690,664 shares; 2026Q1: 635,214 shares 635,214 $15.7M 0.06% -55,450 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: 246,251 shares; 2024Q4: 219,818 shares; 2025Q1: 222,190 shares; 2025Q2: 218,855 shares; 2025Q3: 212,358 shares; 2025Q4: 212,630 shares; 2026Q1: 208,510 shares 208,510 $15.7M 0.06% -4,120 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: 49,814 shares; 2024Q4: 35,323 shares; 2025Q1: 34,277 shares; 2025Q2: 48,915 shares; 2025Q3: 52,615 shares; 2025Q4: 52,426 shares; 2026Q1: 46,877 shares 46,877 $15.4M 0.06% -5,549 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,875 shares; 2024Q4: 8,216 shares; 2025Q1: 7,170 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 458,765 shares; 2026Q1: 464,224 shares 464,224 $15.4M 0.06% +5,459 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,558 shares; 2024Q4: 88,356 shares; 2025Q1: 87,968 shares; 2025Q2: 107,247 shares; 2025Q3: 112,686 shares; 2025Q4: 113,206 shares; 2026Q1: 101,349 shares 101,349 $15.3M 0.06% -11,857 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: 51,297 shares; 2024Q4: 63,363 shares; 2025Q1: 48,097 shares; 2025Q2: 210,130 shares; 2025Q3: 352,801 shares; 2025Q4: 352,897 shares; 2026Q1: 287,338 shares 287,338 $15.3M 0.06% -65,559 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: 226,017 shares; 2024Q4: 215,987 shares; 2025Q1: 235,632 shares; 2025Q2: 257,357 shares; 2025Q3: 317,698 shares; 2025Q4: 325,013 shares; 2026Q1: 346,314 shares 346,314 $15.3M 0.06% +21,301 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,244 shares; 2024Q4: 193,528 shares; 2025Q1: 191,281 shares; 2025Q2: 195,672 shares; 2025Q3: 202,318 shares; 2025Q4: 170,264 shares; 2026Q1: 165,121 shares 165,121 $15.2M 0.06% -5,143 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,246 shares; 2025Q2: 3,828 shares; 2025Q3: 234,476 shares; 2025Q4: 239,662 shares; 2026Q1: 255,766 shares 255,766 $15.1M 0.06% +16,104 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: 14,028 shares; 2024Q4: 14,341 shares; 2025Q1: 22,107 shares; 2025Q2: 23,717 shares; 2025Q3: 35,039 shares; 2025Q4: 34,727 shares; 2026Q1: 30,530 shares 30,530 $15.1M 0.06% -4,197 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: 26,691 shares; 2024Q4: 16,659 shares; 2025Q1: 24,467 shares; 2025Q2: 124,335 shares; 2025Q3: 160,668 shares; 2025Q4: 163,522 shares; 2026Q1: 185,050 shares 185,050 $15.1M 0.06% +21,528 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,490 shares; 2024Q4: 147,235 shares; 2025Q1: 282,329 shares; 2025Q2: 319,096 shares; 2025Q3: 376,215 shares; 2025Q4: 379,673 shares; 2026Q1: 568,737 shares 568,737 $14.6M 0.06% +189,064 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 719,912 shares; 2024Q4: 884,677 shares; 2025Q1: 710,685 shares; 2025Q2: 698,994 shares; 2025Q3: 700,047 shares; 2025Q4: 712,060 shares; 2026Q1: 696,445 shares 696,445 $14.6M 0.06% -15,615 Timeline VPU 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: 27,740 shares; 2024Q4: 28,972 shares; 2025Q1: 28,750 shares; 2025Q2: 31,623 shares; 2025Q3: 66,318 shares; 2025Q4: 70,379 shares; 2026Q1: 73,090 shares 73,090 $14.5M 0.06% +2,711 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: 138,778 shares; 2024Q4: 187,387 shares; 2025Q1: 171,908 shares; 2025Q2: 138,891 shares; 2025Q3: 140,393 shares; 2025Q4: 138,638 shares; 2026Q1: 136,015 shares 136,015 $14.4M 0.06% -2,623 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,678 shares; 2024Q4: 140,215 shares; 2025Q1: 208,465 shares; 2025Q2: 229,649 shares; 2025Q3: 247,877 shares; 2025Q4: 245,358 shares; 2026Q1: 243,684 shares 243,684 $14.4M 0.06% -1,674 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: 696,804 shares; 2024Q4: 703,602 shares; 2025Q1: 737,545 shares; 2025Q2: 720,983 shares; 2025Q3: 315,747 shares; 2025Q4: 329,743 shares; 2026Q1: 290,350 shares 290,350 $14.3M 0.06% -39,393 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: 27,846 shares; 2024Q4: 31,412 shares; 2025Q1: 88,292 shares; 2025Q2: 97,048 shares; 2025Q3: 165,927 shares; 2025Q4: 165,937 shares; 2026Q1: 113,115 shares 113,115 $14.3M 0.06% -52,822 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: 25,136 shares; 2024Q4: 27,560 shares; 2025Q1: 37,503 shares; 2025Q2: 39,113 shares; 2025Q3: 40,408 shares; 2025Q4: 40,105 shares; 2026Q1: 44,580 shares 44,580 $14.3M 0.06% +4,475 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,574 shares; 2024Q4: 8,624 shares; 2025Q1: 9,713 shares; 2025Q2: 79,061 shares; 2025Q3: 146,675 shares; 2025Q4: 149,869 shares; 2026Q1: 304,868 shares 304,868 $14.3M 0.06% +154,999 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,725 shares; 2024Q4: 49,609 shares; 2025Q1: 168,660 shares; 2025Q2: 185,542 shares; 2025Q3: 204,122 shares; 2025Q4: 220,660 shares; 2026Q1: 559,021 shares 559,021 $14.3M 0.06% +338,361 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,333 shares; 2024Q4: 142,076 shares; 2025Q1: 278,829 shares; 2025Q2: 316,178 shares; 2025Q3: 364,802 shares; 2025Q4: 367,947 shares; 2026Q1: 560,542 shares 560,542 $14.3M 0.06% +192,595 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: 57,817 shares; 2024Q4: 52,508 shares; 2025Q1: 80,674 shares; 2025Q2: 77,013 shares; 2025Q3: 94,339 shares; 2025Q4: 95,114 shares; 2026Q1: 75,083 shares 75,083 $14.3M 0.06% -20,031 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 111,652 shares; 2025Q1: 290,330 shares; 2025Q2: 330,535 shares; 2025Q3: 303,824 shares; 2025Q4: 283,816 shares; 2026Q1: 279,354 shares 279,354 $14.2M 0.06% -4,462 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,492 shares; 2024Q4: 320,094 shares; 2025Q1: 237,521 shares; 2025Q2: 178,606 shares; 2025Q3: 160,665 shares; 2025Q4: 149,425 shares; 2026Q1: 117,929 shares 117,929 $14M 0.05% -31,496 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: 5,725 shares; 2024Q4: 7,705 shares; 2025Q1: 10,588 shares; 2025Q2: 12,070 shares; 2025Q3: 14,683 shares; 2025Q4: 14,725 shares; 2026Q1: 10,465 shares 10,465 $13.8M 0.05% -4,260 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: 26,970 shares; 2024Q4: 29,632 shares; 2025Q1: 30,981 shares; 2025Q2: 36,613 shares; 2025Q3: 32,606 shares; 2025Q4: 32,573 shares; 2026Q1: 31,853 shares 31,853 $13.8M 0.05% -720 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: 55,402 shares; 2024Q4: 32,008 shares; 2025Q1: 30,478 shares; 2025Q2: 29,499 shares; 2025Q3: 47,135 shares; 2025Q4: 49,141 shares; 2026Q1: 58,132 shares 58,132 $13.7M 0.05% +8,991 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255,301 shares; 2024Q4: 235,247 shares; 2025Q1: 228,155 shares; 2025Q2: 228,170 shares; 2025Q3: 231,572 shares; 2025Q4: 231,649 shares; 2026Q1: 186,806 shares 186,806 $13.7M 0.05% -44,843 Timeline MYCK SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 96,532 shares; 2026Q1: 546,601 shares 546,601 $13.6M 0.05% +450,069 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: 25,266 shares; 2024Q4: 35,978 shares; 2025Q1: 62,297 shares; 2025Q2: 62,018 shares; 2025Q3: 221,514 shares; 2025Q4: 221,676 shares; 2026Q1: 186,615 shares 186,615 $13.5M 0.05% -35,061 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: 14,622 shares; 2024Q4: 14,564 shares; 2025Q1: 15,772 shares; 2025Q2: 15,638 shares; 2025Q3: 16,996 shares; 2025Q4: 20,812 shares; 2026Q1: 19,793 shares 19,793 $13.5M 0.05% -1,019 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: 32,067 shares; 2024Q4: 55,395 shares; 2025Q1: 64,153 shares; 2025Q2: 73,332 shares; 2025Q3: 123,125 shares; 2025Q4: 153,641 shares; 2026Q1: 137,874 shares 137,874 $13.5M 0.05% -15,767 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: 14,596 shares; 2024Q4: 290,157 shares; 2025Q1: 283,307 shares; 2025Q2: 277,530 shares; 2025Q3: 268,995 shares; 2025Q4: 268,536 shares; 2026Q1: 253,829 shares 253,829 $13.3M 0.05% -14,707 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: 367,155 shares; 2024Q4: 358,294 shares; 2025Q1: 285,156 shares; 2025Q2: 253,122 shares; 2025Q3: 259,449 shares; 2025Q4: 264,039 shares; 2026Q1: 264,128 shares 264,128 $13.2M 0.05% +89 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,688 shares; 2024Q4: 31,848 shares; 2025Q1: 31,677 shares; 2025Q2: 102,379 shares; 2025Q3: 183,231 shares; 2025Q4: 184,848 shares; 2026Q1: 118,816 shares 118,816 $13.1M 0.05% -66,032 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: 46,381 shares; 2024Q4: 51,544 shares; 2025Q1: 112,186 shares; 2025Q2: 139,217 shares; 2025Q3: 213,157 shares; 2025Q4: 217,409 shares; 2026Q1: 181,767 shares 181,767 $13.1M 0.05% -35,642 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,751 shares; 2024Q4: 82,459 shares; 2025Q1: 84,095 shares; 2025Q2: 58,774 shares; 2025Q3: 63,792 shares; 2025Q4: 64,562 shares; 2026Q1: 53,708 shares 53,708 $13M 0.05% -10,854 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: 41,062 shares; 2024Q4: 129,913 shares; 2025Q1: 126,366 shares; 2025Q2: 123,306 shares; 2025Q3: 187,483 shares; 2025Q4: 189,542 shares; 2026Q1: 248,772 shares 248,772 $13M 0.05% +59,230 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223,893 shares; 2024Q4: 193,610 shares; 2025Q1: 179,917 shares; 2025Q2: 176,268 shares; 2025Q3: 179,038 shares; 2025Q4: 187,718 shares; 2026Q1: 189,648 shares 189,648 $13M 0.05% +1,930 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: 8,568 shares; 2024Q4: 8,114 shares; 2025Q1: 8,684 shares; 2025Q2: 8,451 shares; 2025Q3: 8,865 shares; 2025Q4: 13,767 shares; 2026Q1: 30,718 shares 30,718 $12.8M 0.05% +16,951 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: 176,576 shares; 2024Q4: 129,357 shares; 2025Q1: 87,848 shares; 2025Q2: 93,458 shares; 2025Q3: 97,363 shares; 2025Q4: 101,528 shares; 2026Q1: 108,067 shares 108,067 $12.8M 0.05% +6,539 Timeline EWY 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: 6,537 shares; 2024Q4: 4,987 shares; 2025Q1: not reported; 2025Q2: 21,818 shares; 2025Q3: 49,106 shares; 2025Q4: 50,156 shares; 2026Q1: 103,359 shares 103,359 $12.7M 0.05% +53,203 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: 633,983 shares; 2024Q4: 585,772 shares; 2025Q1: 584,696 shares; 2025Q2: 428,096 shares; 2025Q3: 512,634 shares; 2025Q4: 510,680 shares; 2026Q1: 436,936 shares 436,936 $12.7M 0.05% -73,744 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: 62,875 shares; 2024Q4: 145,810 shares; 2025Q1: 148,674 shares; 2025Q2: 261,078 shares; 2025Q3: 445,747 shares; 2025Q4: 450,761 shares; 2026Q1: 432,733 shares 432,733 $12.6M 0.05% -18,028 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 479,948 shares; 2025Q1: 268,407 shares; 2025Q2: 262,431 shares; 2025Q3: 251,815 shares; 2025Q4: 251,328 shares; 2026Q1: 235,589 shares 235,589 $12.5M 0.05% -15,739 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,604 shares; 2026Q1: 83,641 shares 83,641 $12.2M 0.05% +37 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,543 shares; 2024Q4: 73,564 shares; 2025Q1: 74,683 shares; 2025Q2: 72,871 shares; 2025Q3: 71,265 shares; 2025Q4: 73,627 shares; 2026Q1: 285,197 shares 285,197 $12.1M 0.05% +211,570 Timeline SPTM 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: 14,984 shares; 2024Q4: 17,416 shares; 2025Q1: 17,473 shares; 2025Q2: 24,981 shares; 2025Q3: 132,884 shares; 2025Q4: 134,959 shares; 2026Q1: 153,512 shares 153,512 $12.1M 0.05% +18,553 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: 179,623 shares; 2024Q4: 175,134 shares; 2025Q1: 162,841 shares; 2025Q2: 148,155 shares; 2025Q3: 153,179 shares; 2025Q4: 159,724 shares; 2026Q1: 163,977 shares 163,977 $12.1M 0.05% +4,253 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: 137,273 shares; 2024Q4: 92,950 shares; 2025Q1: 61,347 shares; 2025Q2: 64,089 shares; 2025Q3: 70,556 shares; 2025Q4: 73,897 shares; 2026Q1: 82,662 shares 82,662 $12M 0.05% +8,765 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,026 shares; 2025Q3: 158,258 shares; 2025Q4: 161,913 shares; 2026Q1: 430,674 shares 430,674 $12M 0.05% +268,761 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: 8,830 shares; 2024Q4: 10,484 shares; 2025Q1: 12,446 shares; 2025Q2: 150,227 shares; 2025Q3: 155,842 shares; 2025Q4: 32,520 shares; 2026Q1: 152,294 shares 152,294 $11.9M 0.05% +119,774 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,409 shares; 2024Q4: 132,441 shares; 2025Q1: 102,760 shares; 2025Q2: 142,392 shares; 2025Q3: 238,895 shares; 2025Q4: 228,441 shares; 2026Q1: 207,506 shares 207,506 $11.8M 0.05% -20,935 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,958 shares; 2024Q4: 91,388 shares; 2025Q1: 168,053 shares; 2025Q2: 172,856 shares; 2025Q3: 253,863 shares; 2025Q4: 347,172 shares; 2026Q1: 306,258 shares 306,258 $11.8M 0.05% -40,914 Timeline XTAP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 278,558 shares; 2026Q1: 278,448 shares 278,448 $11.5M 0.05% -110 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: not reported; 2024Q4: 160,481 shares; 2025Q1: 141,448 shares; 2025Q2: 137,910 shares; 2025Q3: 358,072 shares; 2025Q4: 357,403 shares; 2026Q1: 229,526 shares 229,526 $11.5M 0.05% -127,877 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303,595 shares; 2024Q4: 353,577 shares; 2025Q1: 361,855 shares; 2025Q2: 588,315 shares; 2025Q3: 624,061 shares; 2025Q4: 616,960 shares; 2026Q1: 632,530 shares 632,530 $11.4M 0.04% +15,570 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: 40,381 shares; 2024Q4: 96,097 shares; 2025Q1: 94,791 shares; 2025Q2: 52,514 shares; 2025Q3: 59,257 shares; 2025Q4: 59,559 shares; 2026Q1: 56,122 shares 56,122 $11.2M 0.04% -3,437 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: 25,858 shares; 2024Q4: 137,801 shares; 2025Q1: 173,649 shares; 2025Q2: 83,906 shares; 2025Q3: 116,534 shares; 2025Q4: 118,025 shares; 2026Q1: 98,082 shares 98,082 $11.1M 0.04% -19,943 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 906,482 shares; 2024Q4: 759,244 shares; 2025Q1: 1,361,965 shares; 2025Q2: 1,059,854 shares; 2025Q3: 835,588 shares; 2025Q4: 835,822 shares; 2026Q1: 517,194 shares 517,194 $11M 0.04% -318,628 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: 53,618 shares; 2024Q4: 65,119 shares; 2025Q1: 67,860 shares; 2025Q2: 82,018 shares; 2025Q3: 87,946 shares; 2025Q4: 82,239 shares; 2026Q1: 55,544 shares 55,544 $11M 0.04% -26,695 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: 11,695 shares; 2024Q4: 12,873 shares; 2025Q1: 17,879 shares; 2025Q2: 19,617 shares; 2025Q3: 28,484 shares; 2025Q4: 28,427 shares; 2026Q1: 25,840 shares 25,840 $11M 0.04% -2,587 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: 22,447 shares; 2024Q4: 25,226 shares; 2025Q1: 45,949 shares; 2025Q2: 75,131 shares; 2025Q3: 112,587 shares; 2025Q4: 117,501 shares; 2026Q1: 91,629 shares 91,629 $10.9M 0.04% -25,872 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,323 shares; 2025Q1: 6,531 shares; 2025Q2: not reported; 2025Q3: 346,385 shares; 2025Q4: 340,828 shares; 2026Q1: 253,975 shares 253,975 $10.8M 0.04% -86,853 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: 6,590 shares; 2024Q4: 6,267 shares; 2025Q1: 6,283 shares; 2025Q2: 15,166 shares; 2025Q3: 15,361 shares; 2025Q4: 15,801 shares; 2026Q1: 14,551 shares 14,551 $10.6M 0.04% -1,250 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: 60,521 shares; 2024Q4: 73,951 shares; 2025Q1: 74,195 shares; 2025Q2: 76,453 shares; 2025Q3: 72,188 shares; 2025Q4: 77,606 shares; 2026Q1: 78,016 shares 78,016 $10.6M 0.04% +410 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: 90,224 shares; 2024Q4: 71,600 shares; 2025Q1: 82,643 shares; 2025Q2: 84,038 shares; 2025Q3: 86,821 shares; 2025Q4: 86,947 shares; 2026Q1: 72,008 shares 72,008 $10.6M 0.04% -14,939 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: 12,801 shares; 2024Q4: 12,239 shares; 2025Q1: 13,921 shares; 2025Q2: 11,698 shares; 2025Q3: 19,491 shares; 2025Q4: 20,057 shares; 2026Q1: 29,205 shares 29,205 $10.4M 0.04% +9,148 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 108,422 shares 108,422 $10.3M 0.04% new 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: 57,555 shares; 2024Q4: 53,673 shares; 2025Q1: 52,216 shares; 2025Q2: 52,821 shares; 2025Q3: 54,435 shares; 2025Q4: 61,361 shares; 2026Q1: 56,922 shares 56,922 $10.3M 0.04% -4,439 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,961 shares; 2024Q4: 37,569 shares; 2025Q1: 34,672 shares; 2025Q2: 36,779 shares; 2025Q3: 48,615 shares; 2025Q4: 53,101 shares; 2026Q1: 59,574 shares 59,574 $10.3M 0.04% +6,473 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: 40,834 shares; 2024Q4: 63,423 shares; 2025Q1: 60,003 shares; 2025Q2: 59,113 shares; 2025Q3: 60,533 shares; 2025Q4: 59,635 shares; 2026Q1: 59,289 shares 59,289 $10.3M 0.04% -346 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 190,938 shares 190,938 $10.3M 0.04% new 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: 113,100 shares; 2024Q4: 111,234 shares; 2025Q1: 115,511 shares; 2025Q2: 103,889 shares; 2025Q3: 102,250 shares; 2025Q4: 102,884 shares; 2026Q1: 116,260 shares 116,260 $10.2M 0.04% +13,376 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: 18,130 shares; 2024Q4: 18,425 shares; 2025Q1: 30,186 shares; 2025Q2: 27,795 shares; 2025Q3: 36,350 shares; 2025Q4: 36,524 shares; 2026Q1: 38,097 shares 38,097 $10.2M 0.04% +1,573 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,348 shares; 2024Q4: 93,499 shares; 2025Q1: 91,155 shares; 2025Q2: 64,334 shares; 2025Q3: 72,186 shares; 2025Q4: 72,849 shares; 2026Q1: 69,145 shares 69,145 $10M 0.04% -3,704 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: 77,109 shares; 2024Q4: 78,139 shares; 2025Q1: 84,942 shares; 2025Q2: 83,595 shares; 2025Q3: 95,097 shares; 2025Q4: 96,299 shares; 2026Q1: 104,003 shares 104,003 $10M 0.04% +7,704 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: 58,626 shares; 2024Q4: 54,574 shares; 2025Q1: 58,758 shares; 2025Q2: 59,184 shares; 2025Q3: 56,428 shares; 2025Q4: 56,710 shares; 2026Q1: 25,815 shares 25,815 $9.9M 0.04% -30,895 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: 10,983 shares; 2024Q4: 70,119 shares; 2025Q1: 92,755 shares; 2025Q2: 42,419 shares; 2025Q3: 70,426 shares; 2025Q4: 71,555 shares; 2026Q1: 49,880 shares 49,880 $9.86M 0.04% -21,675 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,183 shares; 2024Q4: 25,290 shares; 2025Q1: 22,699 shares; 2025Q2: 169,806 shares; 2025Q3: 243,006 shares; 2025Q4: 243,807 shares; 2026Q1: 177,546 shares 177,546 $9.8M 0.04% -66,261 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: 4,215 shares; 2024Q4: 4,046 shares; 2025Q1: 94,397 shares; 2025Q2: 107,351 shares; 2025Q3: 210,496 shares; 2025Q4: 212,385 shares; 2026Q1: 112,950 shares 112,950 $9.79M 0.04% -99,435 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,578 shares; 2025Q2: 80,578 shares; 2025Q3: 522,481 shares; 2025Q4: 609,442 shares; 2026Q1: 591,197 shares 591,197 $9.73M 0.04% -18,245 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: not reported; 2024Q4: 2,014 shares; 2025Q1: 29,880 shares; 2025Q2: 32,454 shares; 2025Q3: 60,577 shares; 2025Q4: 61,043 shares; 2026Q1: 42,045 shares 42,045 $9.69M 0.04% -18,998 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: 205,882 shares; 2024Q4: 208,138 shares; 2025Q1: 80,299 shares; 2025Q2: 78,892 shares; 2025Q3: 63,604 shares; 2025Q4: 65,816 shares; 2026Q1: 59,019 shares 59,019 $9.55M 0.04% -6,797 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,528 shares; 2024Q4: 243,853 shares; 2025Q1: 259,813 shares; 2025Q2: 267,402 shares; 2025Q3: 246,313 shares; 2025Q4: 246,313 shares; 2026Q1: 241,614 shares 241,614 $9.52M 0.04% -4,699 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: 271,409 shares; 2024Q4: 287,967 shares; 2025Q1: 343,200 shares; 2025Q2: 76,581 shares; 2025Q3: 114,180 shares; 2025Q4: 112,198 shares; 2026Q1: 82,522 shares 82,522 $9.49M 0.04% -29,676 Timeline EWN ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,488 shares; 2025Q3: 62,249 shares; 2025Q4: 63,646 shares; 2026Q1: 163,571 shares 163,571 $9.41M 0.04% +99,925 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: 63,844 shares; 2024Q4: 382,480 shares; 2025Q1: 192,427 shares; 2025Q2: 209,602 shares; 2025Q3: 337,546 shares; 2025Q4: 344,030 shares; 2026Q1: 363,701 shares 363,701 $9.33M 0.04% +19,671 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: 21,365 shares; 2024Q4: 42,305 shares; 2025Q1: 63,560 shares; 2025Q2: 60,137 shares; 2025Q3: 100,932 shares; 2025Q4: 102,446 shares; 2026Q1: 70,255 shares 70,255 $9.29M 0.04% -32,191 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: 76,008 shares; 2024Q4: 83,570 shares; 2025Q1: 92,251 shares; 2025Q2: 98,072 shares; 2025Q3: 118,805 shares; 2025Q4: 116,585 shares; 2026Q1: 37,955 shares 37,955 $9.23M 0.04% -78,630 Timeline XBB BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,514 shares; 2024Q4: 76,961 shares; 2025Q1: 85,139 shares; 2025Q2: 182,574 shares; 2025Q3: 187,589 shares; 2025Q4: 184,568 shares; 2026Q1: 226,571 shares 226,571 $9.22M 0.04% +42,003 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,379 shares; 2024Q4: 45,982 shares; 2025Q1: 56,579 shares; 2025Q2: 65,967 shares; 2025Q3: 75,753 shares; 2025Q4: 77,068 shares; 2026Q1: 72,929 shares 72,929 $9.15M 0.04% -4,139 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: 13,210 shares; 2024Q4: 20,252 shares; 2025Q1: 37,241 shares; 2025Q2: 39,545 shares; 2025Q3: 55,849 shares; 2025Q4: 57,519 shares; 2026Q1: 43,149 shares 43,149 $9.12M 0.04% -14,370 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,113 shares; 2024Q4: 2,314 shares; 2025Q1: 4,208 shares; 2025Q2: 5,672 shares; 2025Q3: 12,146 shares; 2025Q4: 13,417 shares; 2026Q1: 11,739 shares 11,739 $9.07M 0.04% -1,678 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,320 shares; 2024Q4: 26,377 shares; 2025Q1: 21,740 shares; 2025Q2: 20,184 shares; 2025Q3: 26,450 shares; 2025Q4: 26,520 shares; 2026Q1: 30,512 shares 30,512 $9.05M 0.04% +3,992 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: 8,860 shares; 2024Q4: 13,248 shares; 2025Q1: 14,423 shares; 2025Q2: 16,434 shares; 2025Q3: 17,053 shares; 2025Q4: 29,537 shares; 2026Q1: 55,051 shares 55,051 $9.04M 0.04% +25,514 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: 6,041 shares; 2024Q4: 6,282 shares; 2025Q1: 6,611 shares; 2025Q2: 8,141 shares; 2025Q3: 8,735 shares; 2025Q4: 8,866 shares; 2026Q1: 9,896 shares 9,896 $8.86M 0.03% +1,030 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: 3,041 shares; 2024Q4: 2,215 shares; 2025Q1: 2,450 shares; 2025Q2: 2,129 shares; 2025Q3: 2,629 shares; 2025Q4: 2,647 shares; 2026Q1: 2,100 shares 2,100 $8.85M 0.03% -547 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,080 shares; 2025Q1: 72,385 shares; 2025Q2: 83,173 shares; 2025Q3: 89,387 shares; 2025Q4: 107,081 shares; 2026Q1: 347,339 shares 347,339 $8.81M 0.03% +240,258 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: 21,880 shares; 2024Q4: 31,063 shares; 2025Q1: 40,358 shares; 2025Q2: 48,299 shares; 2025Q3: 57,507 shares; 2025Q4: 57,641 shares; 2026Q1: 42,928 shares 42,928 $8.77M 0.03% -14,713 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,702 shares; 2024Q4: 134,124 shares; 2025Q1: 136,509 shares; 2025Q2: 134,358 shares; 2025Q3: 145,156 shares; 2025Q4: 159,295 shares; 2026Q1: 165,469 shares 165,469 $8.73M 0.03% +6,174 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 164,419 shares 164,419 $8.69M 0.03% new 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: 350,989 shares; 2024Q4: 335,424 shares; 2025Q1: 377,117 shares; 2025Q2: 277,163 shares; 2025Q3: 442,916 shares; 2025Q4: 449,675 shares; 2026Q1: 308,133 shares 308,133 $8.65M 0.03% -141,542 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: 53,617 shares; 2024Q4: 91,778 shares; 2025Q1: 93,125 shares; 2025Q2: 90,683 shares; 2025Q3: 222,516 shares; 2025Q4: 272,113 shares; 2026Q1: 152,832 shares 152,832 $8.65M 0.03% -119,281 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: 6,880 shares; 2024Q4: 11,577 shares; 2025Q1: 12,195 shares; 2025Q2: 22,903 shares; 2025Q3: 27,561 shares; 2025Q4: 28,092 shares; 2026Q1: 47,377 shares 47,377 $8.64M 0.03% +19,285 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: 14,228 shares; 2024Q4: 12,937 shares; 2025Q1: 6,818 shares; 2025Q2: 13,457 shares; 2025Q3: 17,336 shares; 2025Q4: 18,297 shares; 2026Q1: 18,593 shares 18,593 $8.63M 0.03% +296 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82,273 shares; 2025Q4: 97,308 shares; 2026Q1: 176,842 shares 176,842 $8.51M 0.03% +79,534 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: 19,945 shares; 2024Q4: 19,581 shares; 2025Q1: 12,917 shares; 2025Q2: 21,913 shares; 2025Q3: 29,606 shares; 2025Q4: 31,287 shares; 2026Q1: 34,726 shares 34,726 $8.48M 0.03% +3,439 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,832 shares; 2024Q4: 107,832 shares; 2025Q1: 112,732 shares; 2025Q2: 144,432 shares; 2025Q3: 369,826 shares; 2025Q4: 429,175 shares; 2026Q1: 408,009 shares 408,009 $8.4M 0.03% -21,166 Timeline PSK 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: 229,242 shares; 2024Q4: 222,413 shares; 2025Q1: 212,034 shares; 2025Q2: 280,403 shares; 2025Q3: 280,795 shares; 2025Q4: 280,794 shares; 2026Q1: 270,225 shares 270,225 $8.33M 0.03% -10,569 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: 13,897 shares; 2024Q4: 14,494 shares; 2025Q1: 13,363 shares; 2025Q2: 16,698 shares; 2025Q3: 16,934 shares; 2025Q4: 17,067 shares; 2026Q1: 15,443 shares 15,443 $8.31M 0.03% -1,624 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: 42,073 shares 42,073 $8.3M 0.03% new Timeline URTH 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: 7,361 shares; 2024Q4: 6,354 shares; 2025Q1: 6,354 shares; 2025Q2: 48,589 shares; 2025Q3: 74,218 shares; 2025Q4: 73,421 shares; 2026Q1: 46,075 shares 46,075 $8.29M 0.03% -27,346 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,193 shares; 2024Q4: 28,752 shares; 2025Q1: 39,332 shares; 2025Q2: 85,535 shares; 2025Q3: 292,137 shares; 2025Q4: 352,683 shares; 2026Q1: 350,008 shares 350,008 $8.11M 0.03% -2,675 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: 30,913 shares; 2024Q4: 33,136 shares; 2025Q1: 37,917 shares; 2025Q2: 45,835 shares; 2025Q3: 53,931 shares; 2025Q4: 56,870 shares; 2026Q1: 61,891 shares 61,891 $8.1M 0.03% +5,021 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: 121,729 shares; 2024Q4: 134,747 shares; 2025Q1: 137,701 shares; 2025Q2: 126,022 shares; 2025Q3: 141,034 shares; 2025Q4: 140,282 shares; 2026Q1: 129,133 shares 129,133 $8.1M 0.03% -11,149 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: 75,471 shares; 2024Q4: 80,335 shares; 2025Q1: 90,343 shares; 2025Q2: 89,711 shares; 2025Q3: 101,190 shares; 2025Q4: 112,140 shares; 2026Q1: 131,563 shares 131,563 $8.06M 0.03% +19,423 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: 1,175 shares; 2024Q4: 1,150 shares; 2025Q1: 3,154 shares; 2025Q2: 5,540 shares; 2025Q3: 7,664 shares; 2025Q4: 7,813 shares; 2026Q1: 50,665 shares 50,665 $8.02M 0.03% +42,852 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: 5,390 shares; 2024Q4: 28,375 shares; 2025Q1: 30,676 shares; 2025Q2: 17,647 shares; 2025Q3: 23,268 shares; 2025Q4: 26,124 shares; 2026Q1: 20,363 shares 20,363 $7.95M 0.03% -5,761 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: 109,703 shares; 2024Q4: 27,664 shares; 2025Q1: 21,234 shares; 2025Q2: 11,278 shares; 2025Q3: 35,309 shares; 2025Q4: 38,400 shares; 2026Q1: 29,287 shares 29,287 $7.92M 0.03% -9,113 Timeline EGUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 310,726 shares; 2025Q2: 180,080 shares; 2025Q3: 161,958 shares; 2025Q4: 167,387 shares; 2026Q1: 164,428 shares 164,428 $7.85M 0.03% -2,959 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: 9,549 shares; 2024Q4: 10,714 shares; 2025Q1: 27,019 shares; 2025Q2: 29,703 shares; 2025Q3: 42,066 shares; 2025Q4: 42,825 shares; 2026Q1: 29,306 shares 29,306 $7.82M 0.03% -13,519 Timeline ZTOP RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 237,935 shares; 2025Q3: 186,062 shares; 2025Q4: 186,061 shares; 2026Q1: 150,684 shares 150,684 $7.75M 0.03% -35,377 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,176 shares; 2024Q4: 30,836 shares; 2025Q1: 119,502 shares; 2025Q2: 115,866 shares; 2025Q3: 45,439 shares; 2025Q4: 65,180 shares; 2026Q1: 70,993 shares 70,993 $7.74M 0.03% +5,813 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 311,833 shares; 2024Q4: 320,734 shares; 2025Q1: 349,410 shares; 2025Q2: 332,625 shares; 2025Q3: 346,481 shares; 2025Q4: 349,776 shares; 2026Q1: 400,245 shares 400,245 $7.72M 0.03% +50,469 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,636 shares; 2024Q4: 20,040 shares; 2025Q1: 22,355 shares; 2025Q2: 23,034 shares; 2025Q3: 84,654 shares; 2025Q4: 86,244 shares; 2026Q1: 91,764 shares 91,764 $7.68M 0.03% +5,520 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: 44,552 shares; 2024Q4: 44,631 shares; 2025Q1: 51,298 shares; 2025Q2: 46,010 shares; 2025Q3: 97,442 shares; 2025Q4: 89,301 shares; 2026Q1: 87,746 shares 87,746 $7.64M 0.03% -1,555 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: 40,670 shares; 2024Q4: 38,909 shares; 2025Q1: 43,748 shares; 2025Q2: 48,508 shares; 2025Q3: 56,749 shares; 2025Q4: 56,743 shares; 2026Q1: 124,300 shares 124,300 $7.64M 0.03% +67,557 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: 31,732 shares; 2024Q4: 34,085 shares; 2025Q1: 34,519 shares; 2025Q2: 34,559 shares; 2025Q3: 35,657 shares; 2025Q4: 35,774 shares; 2026Q1: 36,534 shares 36,534 $7.61M 0.03% +760 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,234 shares; 2024Q4: 46,741 shares; 2025Q1: 48,015 shares; 2025Q2: 44,610 shares; 2025Q3: 47,769 shares; 2025Q4: 46,970 shares; 2026Q1: 41,460 shares 41,460 $7.55M 0.03% -5,510 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190,169 shares; 2026Q1: 184,799 shares 184,799 $7.55M 0.03% -5,370 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: 41,356 shares; 2024Q4: 34,171 shares; 2025Q1: 33,921 shares; 2025Q2: 38,289 shares; 2025Q3: 41,404 shares; 2025Q4: 42,951 shares; 2026Q1: 51,435 shares 51,435 $7.51M 0.03% +8,484 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,142 shares; 2024Q4: 196,394 shares; 2025Q1: 202,013 shares; 2025Q2: 199,773 shares; 2025Q3: 252,902 shares; 2025Q4: 254,694 shares; 2026Q1: 196,388 shares 196,388 $7.43M 0.03% -58,306 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,945 shares; 2024Q4: 11,846 shares; 2025Q1: 18,364 shares; 2025Q2: 20,170 shares; 2025Q3: 29,866 shares; 2025Q4: 29,478 shares; 2026Q1: 20,765 shares 20,765 $7.35M 0.03% -8,713 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 472,909 shares; 2025Q2: 247,159 shares; 2025Q3: 224,763 shares; 2025Q4: 232,858 shares; 2026Q1: 230,836 shares 230,836 $7.35M 0.03% -2,022 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: 14,742 shares; 2024Q4: 18,837 shares; 2025Q1: 38,646 shares; 2025Q2: 41,297 shares; 2025Q3: 62,196 shares; 2025Q4: 63,302 shares; 2026Q1: 55,748 shares 55,748 $7.31M 0.03% -7,554 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,254 shares; 2024Q4: 35,280 shares; 2025Q1: 37,424 shares; 2025Q2: 73,162 shares; 2025Q3: 81,550 shares; 2025Q4: 141,716 shares; 2026Q1: 144,342 shares 144,342 $7.28M 0.03% +2,626 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,345 shares; 2024Q4: 28,581 shares; 2025Q1: 31,614 shares; 2025Q2: 34,639 shares; 2025Q3: 34,525 shares; 2025Q4: 35,642 shares; 2026Q1: 52,862 shares 52,862 $7.25M 0.03% +17,220 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,918 shares; 2024Q4: 84,820 shares; 2025Q1: 83,789 shares; 2025Q2: 84,061 shares; 2025Q3: 74,688 shares; 2025Q4: 77,193 shares; 2026Q1: 139,425 shares 139,425 $7.23M 0.03% +62,232 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,119 shares; 2024Q4: 100,006 shares; 2025Q1: 130,111 shares; 2025Q2: 120,878 shares; 2025Q3: 123,539 shares; 2025Q4: 124,511 shares; 2026Q1: 137,087 shares 137,087 $7.22M 0.03% +12,576 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,997 shares; 2024Q4: 3,920 shares; 2025Q1: 6,713 shares; 2025Q2: 52,772 shares; 2025Q3: 107,195 shares; 2025Q4: 94,510 shares; 2026Q1: 77,825 shares 77,825 $7.21M 0.03% -16,685 Timeline BIZD 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: 113,274 shares; 2024Q4: 69,868 shares; 2025Q1: 74,380 shares; 2025Q2: 73,906 shares; 2025Q3: 225,722 shares; 2025Q4: 574,703 shares; 2026Q1: 562,360 shares 562,360 $7.2M 0.03% -12,343 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: 134,028 shares; 2024Q4: 111,955 shares; 2025Q1: 115,337 shares; 2025Q2: 76,567 shares; 2025Q3: 113,845 shares; 2025Q4: 127,343 shares; 2026Q1: 117,866 shares 117,866 $7.15M 0.03% -9,477 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: 1,812 shares; 2024Q4: 1,840 shares; 2025Q1: 4,935 shares; 2025Q2: 6,484 shares; 2025Q3: 12,452 shares; 2025Q4: 16,936 shares; 2026Q1: 16,290 shares 16,290 $7.11M 0.03% -646 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: 32,581 shares; 2024Q4: 33,603 shares; 2025Q1: 34,881 shares; 2025Q2: 33,620 shares; 2025Q3: 32,110 shares; 2025Q4: 31,981 shares; 2026Q1: 27,118 shares 27,118 $7.1M 0.03% -4,863 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: not reported; 2024Q4: not reported; 2025Q1: 904 shares; 2025Q2: 8,840 shares; 2025Q3: 9,200 shares; 2025Q4: 9,213 shares; 2026Q1: 9,748 shares 9,748 $7.1M 0.03% +535 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,510 shares; 2024Q4: 130,281 shares; 2025Q1: 125,840 shares; 2025Q2: 115,900 shares; 2025Q3: 115,914 shares; 2025Q4: 115,913 shares; 2026Q1: 109,339 shares 109,339 $7.06M 0.03% -6,574 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231,586 shares; 2024Q4: 180,028 shares; 2025Q1: 229,069 shares; 2025Q2: 175,374 shares; 2025Q3: 190,227 shares; 2025Q4: 190,341 shares; 2026Q1: 231,987 shares 231,987 $7.03M 0.03% +41,646 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: 19,556 shares; 2024Q4: 17,634 shares; 2025Q1: 23,498 shares; 2025Q2: 31,109 shares; 2025Q3: 31,965 shares; 2025Q4: 33,509 shares; 2026Q1: 77,363 shares 77,363 $6.99M 0.03% +43,854 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,814 shares; 2024Q4: 44,397 shares; 2025Q1: 42,911 shares; 2025Q2: 43,714 shares; 2025Q3: 43,985 shares; 2025Q4: 49,803 shares; 2026Q1: 118,427 shares 118,427 $6.99M 0.03% +68,624 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: 11,791 shares; 2024Q4: 12,111 shares; 2025Q1: 9,661 shares; 2025Q2: 16,167 shares; 2025Q3: 24,020 shares; 2025Q4: 24,058 shares; 2026Q1: 17,703 shares 17,703 $6.95M 0.03% -6,355 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: 82,036 shares; 2024Q4: 27,649 shares; 2025Q1: 78,308 shares; 2025Q2: 69,162 shares; 2025Q3: 104,572 shares; 2025Q4: 108,987 shares; 2026Q1: 74,590 shares 74,590 $6.9M 0.03% -34,397 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 135,239 shares; 2025Q1: 158,940 shares; 2025Q2: 173,662 shares; 2025Q3: 204,766 shares; 2025Q4: 210,929 shares; 2026Q1: 260,863 shares 260,863 $6.8M 0.03% +49,934 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: 358,038 shares; 2024Q4: 206,689 shares; 2025Q1: 245,903 shares; 2025Q2: 267,187 shares; 2025Q3: 286,622 shares; 2025Q4: 272,685 shares; 2026Q1: 55,819 shares 55,819 $6.77M 0.03% -216,866 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,279 shares; 2024Q4: 26,325 shares; 2025Q1: 26,263 shares; 2025Q2: 27,440 shares; 2025Q3: 27,657 shares; 2025Q4: 27,498 shares; 2026Q1: 26,580 shares 26,580 $6.76M 0.03% -918 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,599 shares; 2024Q4: 15,374 shares; 2025Q1: 19,503 shares; 2025Q2: 20,667 shares; 2025Q3: 31,185 shares; 2025Q4: 33,160 shares; 2026Q1: 27,890 shares 27,890 $6.68M 0.03% -5,270 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,373 shares; 2024Q4: 23,303 shares; 2025Q1: 23,337 shares; 2025Q2: 23,368 shares; 2025Q3: 23,466 shares; 2025Q4: 23,496 shares; 2026Q1: 23,752 shares 23,752 $6.68M 0.03% +256 Timeline BBBS BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 124,591 shares; 2025Q4: not reported; 2026Q1: 129,558 shares 129,558 $6.63M 0.03% new 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: 27,127 shares; 2024Q4: 25,322 shares; 2025Q1: 25,173 shares; 2025Q2: 25,116 shares; 2025Q3: 25,487 shares; 2025Q4: 25,543 shares; 2026Q1: 23,350 shares 23,350 $6.59M 0.03% -2,193 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: 10,098 shares; 2024Q4: 23,466 shares; 2025Q1: 15,271 shares; 2025Q2: 22,996 shares; 2025Q3: 23,980 shares; 2025Q4: 24,914 shares; 2026Q1: 33,239 shares 33,239 $6.59M 0.03% +8,325 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,616 shares; 2024Q4: 171,800 shares; 2025Q1: 171,553 shares; 2025Q2: 117,790 shares; 2025Q3: 127,198 shares; 2025Q4: 127,826 shares; 2026Q1: 138,122 shares 138,122 $6.56M 0.03% +10,296 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,416 shares; 2024Q4: 11,467 shares; 2025Q1: 14,112 shares; 2025Q2: 27,935 shares; 2025Q3: 84,362 shares; 2025Q4: 84,811 shares; 2026Q1: 175,844 shares 175,844 $6.54M 0.03% +91,033 Timeline IBCA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 167,997 shares; 2025Q4: 181,703 shares; 2026Q1: 251,421 shares 251,421 $6.45M 0.03% +69,718 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 204,772 shares; 2025Q1: not reported; 2025Q2: 104,749 shares; 2025Q3: 106,727 shares; 2025Q4: 589,139 shares; 2026Q1: 626,540 shares 626,540 $6.44M 0.03% +37,401 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: 41,979 shares; 2024Q4: 136,305 shares; 2025Q1: 125,428 shares; 2025Q2: 26,940 shares; 2025Q3: 319,647 shares; 2025Q4: 304,739 shares; 2026Q1: 207,065 shares 207,065 $6.41M 0.03% -97,674 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: 51,505 shares; 2024Q4: 53,638 shares; 2025Q1: 49,016 shares; 2025Q2: 49,028 shares; 2025Q3: 50,908 shares; 2025Q4: 52,272 shares; 2026Q1: 84,016 shares 84,016 $6.26M 0.02% +31,744 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,473 shares; 2024Q4: 10,279 shares; 2025Q1: 13,081 shares; 2025Q2: 9,491 shares; 2025Q3: 22,214 shares; 2025Q4: 23,484 shares; 2026Q1: 115,082 shares 115,082 $6.23M 0.02% +91,598 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,048 shares; 2024Q4: 214,569 shares; 2025Q1: 270,383 shares; 2025Q2: 452,735 shares; 2025Q3: 566,033 shares; 2025Q4: 560,065 shares; 2026Q1: 491,880 shares 491,880 $6.23M 0.02% -68,185 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 87,412 shares; 2025Q3: 164,306 shares; 2025Q4: 165,965 shares; 2026Q1: 96,817 shares 96,817 $6.22M 0.02% -69,148 Timeline MYCI SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 227,126 shares; 2026Q1: 246,913 shares 246,913 $6.14M 0.02% +19,787 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,303 shares; 2024Q4: 201,194 shares; 2025Q1: 156,386 shares; 2025Q2: 160,433 shares; 2025Q3: 166,871 shares; 2025Q4: 176,103 shares; 2026Q1: 241,095 shares 241,095 $6.09M 0.02% +64,992 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,715 shares; 2024Q4: 70,405 shares; 2025Q1: 72,260 shares; 2025Q2: 144,675 shares; 2025Q3: 146,026 shares; 2025Q4: 145,071 shares; 2026Q1: 131,302 shares 131,302 $6.09M 0.02% -13,769 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,814 shares; 2024Q4: 45,364 shares; 2025Q1: 48,623 shares; 2025Q2: 47,062 shares; 2025Q3: 50,835 shares; 2025Q4: 51,189 shares; 2026Q1: 53,728 shares 53,728 $6.08M 0.02% +2,539 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: 4,272 shares; 2024Q4: 4,291 shares; 2025Q1: 28,653 shares; 2025Q2: 37,201 shares; 2025Q3: 64,895 shares; 2025Q4: 65,517 shares; 2026Q1: 41,399 shares 41,399 $6.06M 0.02% -24,118 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,972 shares; 2024Q4: 152,923 shares; 2025Q1: 177,540 shares; 2025Q2: 190,609 shares; 2025Q3: 222,483 shares; 2025Q4: 228,358 shares; 2026Q1: 234,103 shares 234,103 $6.05M 0.02% +5,745 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,504 shares; 2024Q4: 31,465 shares; 2025Q1: 32,591 shares; 2025Q2: 32,332 shares; 2025Q3: 31,248 shares; 2025Q4: 135,327 shares; 2026Q1: 128,108 shares 128,108 $6.02M 0.02% -7,219 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: 16,941 shares; 2024Q4: 20,125 shares; 2025Q1: 21,088 shares; 2025Q2: 22,079 shares; 2025Q3: 23,585 shares; 2025Q4: 26,350 shares; 2026Q1: 26,106 shares 26,106 $6M 0.02% -244 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,063 shares; 2024Q4: 139,063 shares; 2025Q1: 149,372 shares; 2025Q2: 150,194 shares; 2025Q3: 150,035 shares; 2025Q4: 150,035 shares; 2026Q1: 150,589 shares 150,589 $5.92M 0.02% +554 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 124,038 shares; 2026Q1: 123,138 shares 123,138 $5.91M 0.02% -900 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,061 shares; 2024Q4: 28,712 shares; 2025Q1: 45,022 shares; 2025Q2: 52,036 shares; 2025Q3: 66,861 shares; 2025Q4: 69,703 shares; 2026Q1: 46,259 shares 46,259 $5.84M 0.02% -23,444 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: 49,105 shares; 2024Q4: 21,699 shares; 2025Q1: 21,281 shares; 2025Q2: 15,387 shares; 2025Q3: 18,196 shares; 2025Q4: 20,399 shares; 2026Q1: 20,836 shares 20,836 $5.82M 0.02% +437 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 219,418 shares; 2025Q4: 224,400 shares; 2026Q1: 110,602 shares 110,602 $5.77M 0.02% -113,798 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,347 shares; 2024Q4: 3,211 shares; 2025Q1: 3,978 shares; 2025Q2: 30,502 shares; 2025Q3: 31,269 shares; 2025Q4: 46,340 shares; 2026Q1: 52,175 shares 52,175 $5.76M 0.02% +5,835 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 108,100 shares; 2026Q1: 107,920 shares 107,920 $5.76M 0.02% -180 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,520 shares; 2024Q4: 7,187 shares; 2025Q1: 23,011 shares; 2025Q2: 85,075 shares; 2025Q3: 146,679 shares; 2025Q4: 147,862 shares; 2026Q1: 82,966 shares 82,966 $5.75M 0.02% -64,896 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: 14,528 shares; 2024Q4: 14,036 shares; 2025Q1: 17,814 shares; 2025Q2: 18,077 shares; 2025Q3: 24,066 shares; 2025Q4: 24,634 shares; 2026Q1: 17,433 shares 17,433 $5.73M 0.02% -7,201 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,966 shares; 2024Q4: 144,989 shares; 2025Q1: 139,789 shares; 2025Q2: 138,304 shares; 2025Q3: 135,970 shares; 2025Q4: 140,100 shares; 2026Q1: 126,366 shares 126,366 $5.72M 0.02% -13,734 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: 43,613 shares; 2024Q4: 43,514 shares; 2025Q1: 43,780 shares; 2025Q2: 60,355 shares; 2025Q3: 63,241 shares; 2025Q4: 65,128 shares; 2026Q1: 73,397 shares 73,397 $5.66M 0.02% +8,269 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,515 shares; 2024Q4: 7,024 shares; 2025Q1: 7,166 shares; 2025Q2: 6,603 shares; 2025Q3: 7,824 shares; 2025Q4: 8,159 shares; 2026Q1: 11,872 shares 11,872 $5.62M 0.02% +3,713 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: 9,412 shares; 2024Q4: 11,950 shares; 2025Q1: 16,379 shares; 2025Q2: 16,416 shares; 2025Q3: 17,722 shares; 2025Q4: 17,977 shares; 2026Q1: 17,033 shares 17,033 $5.57M 0.02% -944 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,398 shares; 2024Q4: 41,792 shares; 2025Q1: 42,964 shares; 2025Q2: 36,957 shares; 2025Q3: 43,154 shares; 2025Q4: 43,359 shares; 2026Q1: 50,456 shares 50,456 $5.54M 0.02% +7,097 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,834 shares; 2024Q4: 1,851 shares; 2025Q1: 3,412 shares; 2025Q2: 3,500 shares; 2025Q3: 34,226 shares; 2025Q4: 32,924 shares; 2026Q1: 31,105 shares 31,105 $5.46M 0.02% -1,819 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,367 shares; 2024Q4: 5,998 shares; 2025Q1: 13,205 shares; 2025Q2: 13,737 shares; 2025Q3: 22,223 shares; 2025Q4: 22,475 shares; 2026Q1: 12,548 shares 12,548 $5.45M 0.02% -9,927 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,543 shares; 2024Q4: 10,489 shares; 2025Q1: 10,508 shares; 2025Q2: 9,589 shares; 2025Q3: 10,560 shares; 2025Q4: 10,669 shares; 2026Q1: 12,250 shares 12,250 $5.44M 0.02% +1,581 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,942 shares; 2024Q4: 42,670 shares; 2025Q1: 96,493 shares; 2025Q2: 98,373 shares; 2025Q3: 145,488 shares; 2025Q4: 146,407 shares; 2026Q1: 101,679 shares 101,679 $5.44M 0.02% -44,728 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,543 shares; 2024Q4: 5,863 shares; 2025Q1: 6,428 shares; 2025Q2: 10,583 shares; 2025Q3: 16,347 shares; 2025Q4: 16,701 shares; 2026Q1: 18,230 shares 18,230 $5.39M 0.02% +1,529 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: 40,244 shares; 2024Q4: 41,180 shares; 2025Q1: 40,210 shares; 2025Q2: 38,294 shares; 2025Q3: 34,360 shares; 2025Q4: 36,003 shares; 2026Q1: 34,511 shares 34,511 $5.35M 0.02% -1,492 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94,871 shares; 2026Q1: 107,143 shares 107,143 $5.3M 0.02% +12,272 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: 15,097 shares; 2024Q4: 16,178 shares; 2025Q1: 16,120 shares; 2025Q2: 30,001 shares; 2025Q3: 43,096 shares; 2025Q4: 43,739 shares; 2026Q1: 34,678 shares 34,678 $5.3M 0.02% -9,061 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: 47,417 shares; 2024Q4: 50,030 shares; 2025Q1: 48,164 shares; 2025Q2: 45,420 shares; 2025Q3: 82,084 shares; 2025Q4: 82,782 shares; 2026Q1: 81,582 shares 81,582 $5.27M 0.02% -1,200 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289,358 shares; 2024Q4: 277,273 shares; 2025Q1: 273,928 shares; 2025Q2: 98,763 shares; 2025Q3: 103,160 shares; 2025Q4: 103,130 shares; 2026Q1: 103,890 shares 103,890 $5.25M 0.02% +760 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,124 shares; 2024Q4: 140,194 shares; 2025Q1: 142,206 shares; 2025Q2: 145,164 shares; 2025Q3: 138,801 shares; 2025Q4: 138,528 shares; 2026Q1: 41,321 shares 41,321 $5.17M 0.02% -97,207 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,700 shares; 2024Q4: 34,443 shares; 2025Q1: 37,746 shares; 2025Q2: 37,458 shares; 2025Q3: 36,958 shares; 2025Q4: 37,733 shares; 2026Q1: 43,385 shares 43,385 $5.15M 0.02% +5,652 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: 73,192 shares; 2024Q4: 81,250 shares; 2025Q1: 88,461 shares; 2025Q2: 77,527 shares; 2025Q3: 69,023 shares; 2025Q4: 71,146 shares; 2026Q1: 51,842 shares 51,842 $5.1M 0.02% -19,304 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 924,651 shares; 2024Q4: 6,638 shares; 2025Q1: 8,047 shares; 2025Q2: 12,332 shares; 2025Q3: 14,695 shares; 2025Q4: 15,840 shares; 2026Q1: 17,324 shares 17,324 $5.05M 0.02% +1,484 Timeline MYCJ SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 175,441 shares; 2026Q1: 203,050 shares 203,050 $5.04M 0.02% +27,609 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,035 shares; 2024Q4: 64,780 shares; 2025Q1: 73,972 shares; 2025Q2: 92,480 shares; 2025Q3: 94,887 shares; 2025Q4: 93,359 shares; 2026Q1: 105,410 shares 105,410 $5.03M 0.02% +12,051 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 6 shares; 2025Q1: 8 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $5.03M 0.02% 0 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 375,521 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,610 shares; 2025Q4: 27,037 shares; 2026Q1: 66,118 shares 66,118 $5.01M 0.02% +39,081 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,149 shares; 2024Q4: 254,963 shares; 2025Q1: 254,613 shares; 2025Q2: 106,861 shares; 2025Q3: 108,091 shares; 2025Q4: 106,763 shares; 2026Q1: 106,837 shares 106,837 $5M 0.02% +74 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 117,305 shares; 2026Q1: 114,760 shares 114,760 $4.94M 0.02% -2,545 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 180,853 shares; 2025Q1: 173,853 shares; 2025Q2: 171,884 shares; 2025Q3: 167,987 shares; 2025Q4: 167,987 shares; 2026Q1: 161,984 shares 161,984 $4.92M 0.02% -6,003 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,314 shares; 2024Q4: 341,512 shares; 2025Q1: 340,494 shares; 2025Q2: 345,466 shares; 2025Q3: 354,763 shares; 2025Q4: 355,276 shares; 2026Q1: 343,771 shares 343,771 $4.91M 0.02% -11,505 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,656 shares; 2024Q4: 17,697 shares; 2025Q1: 19,440 shares; 2025Q2: 18,413 shares; 2025Q3: 21,320 shares; 2025Q4: 19,103 shares; 2026Q1: 74,863 shares 74,863 $4.88M 0.02% +55,760 Timeline MYCN SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 176,080 shares; 2026Q1: 198,171 shares 198,171 $4.87M 0.02% +22,091 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: not reported; 2024Q4: 8,243 shares; 2025Q1: 17,779 shares; 2025Q2: 33,376 shares; 2025Q3: 55,761 shares; 2025Q4: 56,304 shares; 2026Q1: 104,853 shares 104,853 $4.84M 0.02% +48,549 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,078 shares; 2024Q4: 14,559 shares; 2025Q1: 14,075 shares; 2025Q2: 26,855 shares; 2025Q3: 30,301 shares; 2025Q4: 31,118 shares; 2026Q1: 25,508 shares 25,508 $4.84M 0.02% -5,610 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: 74,261 shares; 2024Q4: 72,241 shares; 2025Q1: 82,273 shares; 2025Q2: 80,735 shares; 2025Q3: 90,677 shares; 2025Q4: 90,708 shares; 2026Q1: 48,142 shares 48,142 $4.77M 0.02% -42,566 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266,990 shares; 2024Q4: 258,606 shares; 2025Q1: 272,052 shares; 2025Q2: 255,798 shares; 2025Q3: 62,900 shares; 2025Q4: 65,673 shares; 2026Q1: 43,013 shares 43,013 $4.77M 0.02% -22,660 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283,856 shares; 2024Q4: 261,867 shares; 2025Q1: 252,708 shares; 2025Q2: 241,829 shares; 2025Q3: 239,414 shares; 2025Q4: 239,564 shares; 2026Q1: 207,737 shares 207,737 $4.76M 0.02% -31,827 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: 1,717 shares; 2024Q4: 103,686 shares; 2025Q1: 103,748 shares; 2025Q2: 109,568 shares; 2025Q3: 109,570 shares; 2025Q4: 106,104 shares; 2026Q1: 102,860 shares 102,860 $4.66M 0.02% -3,244 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 488,410 shares; 2025Q4: 497,622 shares; 2026Q1: 268,399 shares 268,399 $4.65M 0.02% -229,223 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: 20,028 shares; 2024Q4: 20,905 shares; 2025Q1: 21,256 shares; 2025Q2: 20,951 shares; 2025Q3: 22,855 shares; 2025Q4: 23,061 shares; 2026Q1: 21,253 shares 21,253 $4.65M 0.02% -1,808 Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 413,884 shares; 2024Q4: 413,884 shares; 2025Q1: 413,884 shares; 2025Q2: 413,884 shares; 2025Q3: 413,884 shares; 2025Q4: 413,884 shares; 2026Q1: 413,884 shares 413,884 $4.64M 0.02% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,820 shares; 2024Q4: 50,156 shares; 2025Q1: 52,007 shares; 2025Q2: 58,130 shares; 2025Q3: 56,363 shares; 2025Q4: 60,793 shares; 2026Q1: 54,372 shares 54,372 $4.63M 0.02% -6,421 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: 49,974 shares; 2024Q4: 47,875 shares; 2025Q1: 47,766 shares; 2025Q2: 46,740 shares; 2025Q3: 47,094 shares; 2025Q4: 46,110 shares; 2026Q1: 48,268 shares 48,268 $4.62M 0.02% +2,158 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,141 shares 68,141 $4.62M 0.02% new Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,119 shares; 2025Q4: 10,568 shares; 2026Q1: 45,899 shares 45,899 $4.6M 0.02% +35,331 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 358,521 shares; 2024Q4: 623,516 shares; 2025Q1: 291,676 shares; 2025Q2: 270,981 shares; 2025Q3: 252,419 shares; 2025Q4: 252,419 shares; 2026Q1: 90,838 shares 90,838 $4.53M 0.02% -161,581 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,341 shares; 2024Q4: 19,553 shares; 2025Q1: 23,992 shares; 2025Q2: 76,142 shares; 2025Q3: 262,870 shares; 2025Q4: 230,725 shares; 2026Q1: 260,711 shares 260,711 $4.49M 0.02% +29,986 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 939 shares; 2024Q4: 920 shares; 2025Q1: 2,399 shares; 2025Q2: 2,689 shares; 2025Q3: 4,057 shares; 2025Q4: 4,108 shares; 2026Q1: 2,561 shares 2,561 $4.43M 0.02% -1,547 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,500 shares; 2025Q1: 65,000 shares; 2025Q2: 82,200 shares; 2025Q3: 164,400 shares; 2025Q4: 201,800 shares; 2026Q1: 201,800 shares 201,800 $4.4M 0.02% 0 Timeline LADR LADDER CAP CORP More: the full row for LADDER CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320,265 shares; 2024Q4: 354,403 shares; 2025Q1: 391,901 shares; 2025Q2: 424,731 shares; 2025Q3: 438,586 shares; 2025Q4: 438,586 shares; 2026Q1: 437,437 shares 437,437 $4.37M 0.02% -1,149 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,255 shares; 2024Q4: 15,832 shares; 2025Q1: 17,577 shares; 2025Q2: 25,959 shares; 2025Q3: 26,243 shares; 2025Q4: 26,788 shares; 2026Q1: 28,987 shares 28,987 $4.36M 0.02% +2,199 Timeline SAR SARATOGA INVT CORP More: the full row for SARATOGA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,892 shares; 2024Q4: 94,981 shares; 2025Q1: 130,128 shares; 2025Q2: 186,253 shares; 2025Q3: 197,873 shares; 2025Q4: 199,138 shares; 2026Q1: 199,138 shares 199,138 $4.36M 0.02% 0 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,269 shares; 2025Q1: 15,439 shares; 2025Q2: 67,632 shares; 2025Q3: 67,158 shares; 2025Q4: 62,205 shares; 2026Q1: 56,855 shares 56,855 $4.31M 0.02% -5,350 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,042 shares; 2024Q4: 116,912 shares; 2025Q1: 112,944 shares; 2025Q2: 138,500 shares; 2025Q3: 153,964 shares; 2025Q4: 161,950 shares; 2026Q1: 154,811 shares 154,811 $4.31M 0.02% -7,139 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: 61,729 shares; 2024Q4: 73,553 shares; 2025Q1: 67,351 shares; 2025Q2: 80,960 shares; 2025Q3: 75,716 shares; 2025Q4: 71,922 shares; 2026Q1: 74,180 shares 74,180 $4.31M 0.02% +2,258 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,964 shares; 2025Q4: 27,442 shares; 2026Q1: 28,506 shares 28,506 $4.26M 0.02% +1,064 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,856 shares; 2024Q4: 187,135 shares; 2025Q1: 193,308 shares; 2025Q2: 444,235 shares; 2025Q3: 535,664 shares; 2025Q4: 532,229 shares; 2026Q1: 371,358 shares 371,358 $4.24M 0.02% -160,871 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,582 shares; 2025Q3: 43,806 shares; 2025Q4: 44,768 shares; 2026Q1: 109,684 shares 109,684 $4.21M 0.02% +64,916 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,142 shares; 2024Q4: 1,892 shares; 2025Q1: 3,094 shares; 2025Q2: 80,829 shares; 2025Q3: 80,447 shares; 2025Q4: 81,425 shares; 2026Q1: 44,993 shares 44,993 $4.15M 0.02% -36,432 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,817 shares; 2024Q4: 171,768 shares; 2025Q1: 90,277 shares; 2025Q2: 93,310 shares; 2025Q3: 93,943 shares; 2025Q4: 94,080 shares; 2026Q1: 107,819 shares 107,819 $4.15M 0.02% +13,739 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: 53,546 shares; 2024Q4: 54,573 shares; 2025Q1: 63,522 shares; 2025Q2: 79,112 shares; 2025Q3: 92,459 shares; 2025Q4: 94,467 shares; 2026Q1: 100,689 shares 100,689 $4.13M 0.02% +6,222 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: 204,954 shares; 2024Q4: 71,859 shares; 2025Q1: 63,990 shares; 2025Q2: 62,395 shares; 2025Q3: 80,565 shares; 2025Q4: 84,968 shares; 2026Q1: 77,669 shares 77,669 $4.13M 0.02% -7,299 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,972 shares; 2024Q4: 93,242 shares; 2025Q1: 67,222 shares; 2025Q2: 74,403 shares; 2025Q3: 81,873 shares; 2025Q4: 81,721 shares; 2026Q1: 82,492 shares 82,492 $4.12M 0.02% +771 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: 22,686 shares; 2024Q4: 27,560 shares; 2025Q1: 38,053 shares; 2025Q2: 40,638 shares; 2025Q3: 42,911 shares; 2025Q4: 41,827 shares; 2026Q1: 44,274 shares 44,274 $4.12M 0.02% +2,447 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,632 shares; 2024Q4: 4,882 shares; 2025Q1: 16,096 shares; 2025Q2: 16,029 shares; 2025Q3: 28,934 shares; 2025Q4: 29,541 shares; 2026Q1: 20,131 shares 20,131 $4.1M 0.02% -9,410 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,619 shares; 2024Q4: 29,575 shares; 2025Q1: 43,828 shares; 2025Q2: 32,819 shares; 2025Q3: 32,760 shares; 2025Q4: 33,248 shares; 2026Q1: 48,317 shares 48,317 $4.1M 0.02% +15,069 Timeline XAR 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: 37,422 shares; 2024Q4: 38,780 shares; 2025Q1: 39,361 shares; 2025Q2: 40,249 shares; 2025Q3: 40,073 shares; 2025Q4: 39,910 shares; 2026Q1: 16,103 shares 16,103 $4.09M 0.02% -23,807 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,200 shares; 2025Q1: 67,200 shares; 2025Q2: 86,500 shares; 2025Q3: 176,900 shares; 2025Q4: 195,700 shares; 2026Q1: 195,700 shares 195,700 $4.09M 0.02% 0 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: 30,623 shares; 2024Q4: 32,077 shares; 2025Q1: 33,078 shares; 2025Q2: 38,318 shares; 2025Q3: 46,249 shares; 2025Q4: 53,029 shares; 2026Q1: 59,913 shares 59,913 $4.08M 0.02% +6,884 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 178,939 shares 178,939 $4.08M 0.02% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,392 shares; 2024Q4: 39,518 shares; 2025Q1: 48,546 shares; 2025Q2: 38,792 shares; 2025Q3: 44,987 shares; 2025Q4: 47,260 shares; 2026Q1: 55,883 shares 55,883 $4.07M 0.02% +8,623 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,880 shares; 2024Q4: 36,319 shares; 2025Q1: 39,018 shares; 2025Q2: 31,450 shares; 2025Q3: 40,330 shares; 2025Q4: 41,875 shares; 2026Q1: 79,127 shares 79,127 $4.02M 0.02% +37,252 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,028 shares; 2024Q4: 3,149 shares; 2025Q1: 15,566 shares; 2025Q2: 16,849 shares; 2025Q3: 30,224 shares; 2025Q4: 30,845 shares; 2026Q1: 19,374 shares 19,374 $4M 0.02% -11,471 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,791 shares; 2024Q4: 10,275 shares; 2025Q1: 10,724 shares; 2025Q2: 14,469 shares; 2025Q3: 303,656 shares; 2025Q4: 303,470 shares; 2026Q1: 137,753 shares 137,753 $3.99M 0.02% -165,717 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,069 shares; 2024Q4: 19,454 shares; 2025Q1: 50,994 shares; 2025Q2: 64,287 shares; 2025Q3: 66,384 shares; 2025Q4: 66,800 shares; 2026Q1: 56,072 shares 56,072 $3.97M 0.02% -10,728 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: 12,485 shares; 2024Q4: 13,604 shares; 2025Q1: 14,482 shares; 2025Q2: 17,048 shares; 2025Q3: 17,279 shares; 2025Q4: 18,771 shares; 2026Q1: 13,591 shares 13,591 $3.95M 0.02% -5,180 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: 18,711 shares; 2024Q4: 19,379 shares; 2025Q1: 19,509 shares; 2025Q2: 20,192 shares; 2025Q3: 24,995 shares; 2025Q4: 25,060 shares; 2026Q1: 29,990 shares 29,990 $3.94M 0.02% +4,930 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312,459 shares; 2024Q4: 219,592 shares; 2025Q1: 490,654 shares; 2025Q2: 183,489 shares; 2025Q3: 179,956 shares; 2025Q4: 179,957 shares; 2026Q1: 136,841 shares 136,841 $3.93M 0.02% -43,116 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,305 shares; 2024Q4: 169,837 shares; 2025Q1: 169,837 shares; 2025Q2: 169,923 shares; 2025Q3: 199,292 shares; 2025Q4: 199,597 shares; 2026Q1: 199,592 shares 199,592 $3.93M 0.02% -5 Timeline INCM 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: 34,134 shares; 2024Q4: 33,031 shares; 2025Q1: 31,271 shares; 2025Q2: 138,618 shares; 2025Q3: 139,305 shares; 2025Q4: 139,305 shares; 2026Q1: 135,738 shares 135,738 $3.92M 0.02% -3,567 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,697 shares; 2025Q1: 13,534 shares; 2025Q2: 30,217 shares; 2025Q3: 28,712 shares; 2025Q4: 26,252 shares; 2026Q1: 26,999 shares 26,999 $3.91M 0.02% +747 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,587 shares; 2024Q4: 2,450 shares; 2025Q1: 2,235 shares; 2025Q2: 3,159 shares; 2025Q3: 3,150 shares; 2025Q4: 3,125 shares; 2026Q1: 3,581 shares 3,581 $3.91M 0.02% +456 Timeline ZTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,166 shares; 2024Q4: 140,390 shares; 2025Q1: 119,947 shares; 2025Q2: 110,623 shares; 2025Q3: 111,194 shares; 2025Q4: 111,196 shares; 2026Q1: 77,480 shares 77,480 $3.91M 0.02% -33,716 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400,576 shares; 2024Q4: 400,576 shares; 2025Q1: 400,576 shares; 2025Q2: 380,076 shares; 2025Q3: 380,076 shares; 2025Q4: 380,076 shares; 2026Q1: 380,076 shares 380,076 $3.91M 0.02% 0 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: 71,453 shares; 2024Q4: 38,738 shares; 2025Q1: 31,952 shares; 2025Q2: 43,133 shares; 2025Q3: 49,992 shares; 2025Q4: 51,433 shares; 2026Q1: 53,876 shares 53,876 $3.87M 0.02% +2,443 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: 6,132 shares; 2024Q4: 6,401 shares; 2025Q1: 6,211 shares; 2025Q2: 15,991 shares; 2025Q3: 23,220 shares; 2025Q4: 23,242 shares; 2026Q1: 17,784 shares 17,784 $3.86M 0.02% -5,458 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: 63,162 shares; 2024Q4: 60,459 shares; 2025Q1: 55,796 shares; 2025Q2: 52,367 shares; 2025Q3: 49,433 shares; 2025Q4: 51,034 shares; 2026Q1: 39,678 shares 39,678 $3.84M 0.02% -11,356 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,033 shares; 2024Q4: 26,356 shares; 2025Q1: 30,563 shares; 2025Q2: 44,166 shares; 2025Q3: 21,124 shares; 2025Q4: 21,853 shares; 2026Q1: 91,959 shares 91,959 $3.83M 0.02% +70,106 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,269 shares; 2024Q4: 91,704 shares; 2025Q1: 56,634 shares; 2025Q2: 55,747 shares; 2025Q3: 55,569 shares; 2025Q4: 55,842 shares; 2026Q1: 54,469 shares 54,469 $3.83M 0.02% -1,373 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,833 shares; 2024Q4: 35,921 shares; 2025Q1: 33,885 shares; 2025Q2: not reported; 2025Q3: 41,825 shares; 2025Q4: 42,123 shares; 2026Q1: 40,409 shares 40,409 $3.78M 0.01% -1,714 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,154 shares; 2024Q4: 5,095 shares; 2025Q1: 5,117 shares; 2025Q2: 60,694 shares; 2025Q3: 48,568 shares; 2025Q4: 48,583 shares; 2026Q1: 30,026 shares 30,026 $3.78M 0.01% -18,557 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,422 shares; 2024Q4: 29,437 shares; 2025Q1: 29,565 shares; 2025Q2: 29,428 shares; 2025Q3: 28,372 shares; 2025Q4: 27,978 shares; 2026Q1: 26,735 shares 26,735 $3.72M 0.01% -1,243 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: not reported; 2024Q4: 15,722 shares; 2025Q1: 32,106 shares; 2025Q2: 33,268 shares; 2025Q3: 33,533 shares; 2025Q4: 33,535 shares; 2026Q1: 32,790 shares 32,790 $3.68M 0.01% -745 Timeline