IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,496,172 shares; 2024Q4: 1,616,043 shares; 2025Q1: 1,642,402 shares; 2025Q2: 1,724,153 shares; 2025Q3: 1,732,964 shares; 2025Q4: 1,730,714 shares; 2026Q1: 1,729,838 shares 1,729,838 $1.13B 6.41% -876 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,696,113 shares; 2024Q4: 1,875,776 shares; 2025Q1: 1,878,302 shares; 2025Q2: 1,886,893 shares; 2025Q3: 2,017,871 shares; 2025Q4: 2,166,803 shares; 2026Q1: 2,461,445 shares 2,461,445 $625M 3.55% +294,642 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 738,506 shares; 2024Q4: 750,895 shares; 2025Q1: 756,325 shares; 2025Q2: 781,145 shares; 2025Q3: 801,664 shares; 2025Q4: 928,129 shares; 2026Q1: 959,838 shares 959,838 $624M 3.54% +31,709 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: 876,245 shares; 2024Q4: 957,632 shares; 2025Q1: 953,330 shares; 2025Q2: 926,612 shares; 2025Q3: 936,543 shares; 2025Q4: 1,004,159 shares; 2026Q1: 1,092,568 shares 1,092,568 $404M 2.3% +88,409 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: 4,157,400 shares; 2024Q4: 4,665,678 shares; 2025Q1: 4,882,549 shares; 2025Q2: 5,293,658 shares; 2025Q3: 5,315,179 shares; 2025Q4: 5,429,206 shares; 2026Q1: 5,482,046 shares 5,482,046 $370M 2.1% +52,840 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,373,696 shares; 2024Q4: 3,587,226 shares; 2025Q1: 3,820,568 shares; 2025Q2: 4,032,047 shares; 2025Q3: 4,256,419 shares; 2025Q4: 4,455,575 shares; 2026Q1: 4,624,277 shares 4,624,277 $296M 1.68% +168,702 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,488,203 shares; 2024Q4: 1,555,014 shares; 2025Q1: 1,606,285 shares; 2025Q2: 1,529,438 shares; 2025Q3: 1,440,730 shares; 2025Q4: 1,520,148 shares; 2026Q1: 1,674,523 shares 1,674,523 $292M 1.66% +154,375 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: 952,029 shares; 2024Q4: 1,025,962 shares; 2025Q1: 1,068,151 shares; 2025Q2: 1,064,938 shares; 2025Q3: 1,063,608 shares; 2025Q4: 1,123,277 shares; 2026Q1: 1,209,692 shares 1,209,692 $252M 1.43% +86,415 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,619,641 shares; 2024Q4: 1,821,021 shares; 2025Q1: 1,990,914 shares; 2025Q2: 2,026,145 shares; 2025Q3: 2,007,899 shares; 2025Q4: 2,031,625 shares; 2026Q1: 1,969,682 shares 1,969,682 $245M 1.39% -61,943 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: 731,098 shares; 2024Q4: 839,961 shares; 2025Q1: 858,762 shares; 2025Q2: 829,689 shares; 2025Q3: 830,430 shares; 2025Q4: 833,778 shares; 2026Q1: 820,918 shares 820,918 $236M 1.34% -12,860 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: 293,178 shares; 2024Q4: 330,675 shares; 2025Q1: 340,727 shares; 2025Q2: 345,449 shares; 2025Q3: 363,800 shares; 2025Q4: 407,117 shares; 2026Q1: 407,780 shares 407,780 $235M 1.34% +663 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: 1,629,083 shares; 2024Q4: 2,035,927 shares; 2025Q1: 2,029,211 shares; 2025Q2: 2,188,260 shares; 2025Q3: 2,233,244 shares; 2025Q4: 2,321,693 shares; 2026Q1: 2,407,502 shares 2,407,502 $218M 1.24% +85,809 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: 754,586 shares; 2024Q4: 1,022,513 shares; 2025Q1: 985,720 shares; 2025Q2: 1,019,527 shares; 2025Q3: 1,020,960 shares; 2025Q4: 1,017,802 shares; 2026Q1: 1,007,806 shares 1,007,806 $213M 1.21% -9,996 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: 899,169 shares; 2024Q4: 929,219 shares; 2025Q1: 931,754 shares; 2025Q2: 943,374 shares; 2025Q3: 1,008,528 shares; 2025Q4: 996,705 shares; 2026Q1: 976,020 shares 976,020 $210M 1.19% -20,685 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,491,175 shares; 2024Q4: 3,128,606 shares; 2025Q1: 3,360,460 shares; 2025Q2: 3,344,313 shares; 2025Q3: 3,473,637 shares; 2025Q4: 3,577,472 shares; 2026Q1: 3,781,532 shares 3,781,532 $204M 1.16% +204,060 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: 600,311 shares; 2024Q4: 711,852 shares; 2025Q1: 675,061 shares; 2025Q2: 663,927 shares; 2025Q3: 625,259 shares; 2025Q4: 605,993 shares; 2026Q1: 606,488 shares 606,488 $188M 1.07% +495 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: 674,424 shares; 2024Q4: 719,970 shares; 2025Q1: 716,339 shares; 2025Q2: 638,331 shares; 2025Q3: 616,067 shares; 2025Q4: 633,994 shares; 2026Q1: 644,115 shares 644,115 $185M 1.05% +10,121 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: 175,607 shares; 2024Q4: 205,134 shares; 2025Q1: 204,484 shares; 2025Q2: 208,599 shares; 2025Q3: 227,920 shares; 2025Q4: 263,356 shares; 2026Q1: 371,776 shares 371,776 $178M 1.01% +108,420 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: 392,959 shares; 2024Q4: 426,679 shares; 2025Q1: 420,529 shares; 2025Q2: 398,651 shares; 2025Q3: 400,448 shares; 2025Q4: 393,199 shares; 2026Q1: 393,112 shares 393,112 $168M 0.95% -87 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: 364,934 shares; 2024Q4: 378,908 shares; 2025Q1: 359,443 shares; 2025Q2: 355,582 shares; 2025Q3: 394,849 shares; 2025Q4: 403,542 shares; 2026Q1: 515,234 shares 515,234 $165M 0.94% +111,692 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,480,588 shares; 2024Q4: 1,834,492 shares; 2025Q1: 1,802,155 shares; 2025Q2: 2,108,966 shares; 2025Q3: 2,181,024 shares; 2025Q4: 2,262,898 shares; 2026Q1: 2,359,105 shares 2,359,105 $165M 0.93% +96,207 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: 239,391 shares; 2024Q4: 247,280 shares; 2025Q1: 244,385 shares; 2025Q2: 249,015 shares; 2025Q3: 250,159 shares; 2025Q4: 265,202 shares; 2026Q1: 264,073 shares 264,073 $163M 0.92% -1,129 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: 443,205 shares; 2024Q4: 510,602 shares; 2025Q1: 543,659 shares; 2025Q2: 556,734 shares; 2025Q3: 571,002 shares; 2025Q4: 633,714 shares; 2026Q1: 769,321 shares 769,321 $148M 0.84% +135,607 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: 518,560 shares; 2024Q4: 759,230 shares; 2025Q1: 748,252 shares; 2025Q2: 767,082 shares; 2025Q3: 772,382 shares; 2025Q4: 791,750 shares; 2026Q1: 992,290 shares 992,290 $145M 0.82% +200,540 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: 338,479 shares; 2024Q4: 406,767 shares; 2025Q1: 427,959 shares; 2025Q2: 440,915 shares; 2025Q3: 447,555 shares; 2025Q4: 463,946 shares; 2026Q1: 471,211 shares 471,211 $139M 0.79% +7,265 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: 398,046 shares; 2024Q4: 511,491 shares; 2025Q1: 564,539 shares; 2025Q2: 561,519 shares; 2025Q3: 606,242 shares; 2025Q4: 625,313 shares; 2026Q1: 548,990 shares 548,990 $134M 0.76% -76,323 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: not reported; 2024Q4: 1,422,922 shares; 2025Q1: 1,493,945 shares; 2025Q2: 1,446,099 shares; 2025Q3: 1,427,033 shares; 2025Q4: 1,356,435 shares; 2026Q1: 1,313,780 shares 1,313,780 $132M 0.75% -42,655 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: 442,157 shares; 2024Q4: 456,761 shares; 2025Q1: 443,590 shares; 2025Q2: 481,751 shares; 2025Q3: 483,927 shares; 2025Q4: 495,097 shares; 2026Q1: 508,759 shares 508,759 $126M 0.72% +13,662 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: 358,313 shares; 2024Q4: 499,693 shares; 2025Q1: 519,438 shares; 2025Q2: 539,434 shares; 2025Q3: 546,284 shares; 2025Q4: 576,067 shares; 2026Q1: 577,833 shares 577,833 $126M 0.71% +1,766 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: 960,528 shares; 2024Q4: 1,203,770 shares; 2025Q1: 1,052,213 shares; 2025Q2: 1,114,092 shares; 2025Q3: 1,111,594 shares; 2025Q4: 1,113,823 shares; 2026Q1: 1,107,688 shares 1,107,688 $125M 0.71% -6,135 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: 349,162 shares; 2024Q4: 391,978 shares; 2025Q1: 386,896 shares; 2025Q2: 359,628 shares; 2025Q3: 354,269 shares; 2025Q4: 378,286 shares; 2026Q1: 376,528 shares 376,528 $114M 0.65% -1,758 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: not reported; 2024Q4: 1,404,040 shares; 2025Q1: 1,412,921 shares; 2025Q2: 1,503,531 shares; 2025Q3: 1,593,430 shares; 2025Q4: 1,765,573 shares; 2026Q1: 1,885,493 shares 1,885,493 $110M 0.63% +119,920 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 969,317 shares; 2025Q1: 966,296 shares; 2025Q2: 991,382 shares; 2025Q3: 1,057,304 shares; 2025Q4: 1,362,424 shares; 2026Q1: 1,384,362 shares 1,384,362 $110M 0.62% +21,938 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: 190,683 shares; 2024Q4: 206,359 shares; 2025Q1: 209,028 shares; 2025Q2: 187,612 shares; 2025Q3: 178,080 shares; 2025Q4: 187,575 shares; 2026Q1: 188,317 shares 188,317 $108M 0.61% +742 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: 86,370 shares; 2024Q4: 98,107 shares; 2025Q1: 94,896 shares; 2025Q2: 95,818 shares; 2025Q3: 102,747 shares; 2025Q4: 105,785 shares; 2026Q1: 106,578 shares 106,578 $106M 0.6% +793 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: 449,314 shares; 2024Q4: 529,630 shares; 2025Q1: 533,290 shares; 2025Q2: 527,003 shares; 2025Q3: 526,216 shares; 2025Q4: 553,772 shares; 2026Q1: 544,270 shares 544,270 $105M 0.6% -9,502 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: 77,623 shares; 2024Q4: 120,045 shares; 2025Q1: 124,223 shares; 2025Q2: 128,494 shares; 2025Q3: 134,331 shares; 2025Q4: 143,912 shares; 2026Q1: 174,278 shares 174,278 $104M 0.59% +30,366 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: 284,769 shares; 2024Q4: 443,782 shares; 2025Q1: 448,550 shares; 2025Q2: 474,428 shares; 2025Q3: 508,448 shares; 2025Q4: 556,359 shares; 2026Q1: 559,821 shares 559,821 $95M 0.54% +3,462 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,145,505 shares; 2025Q1: 1,189,780 shares; 2025Q2: 1,243,214 shares; 2025Q3: 1,460,114 shares; 2025Q4: 1,572,299 shares; 2026Q1: 1,722,256 shares 1,722,256 $90.5M 0.51% +149,957 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: 99,652 shares; 2024Q4: 108,717 shares; 2025Q1: 109,556 shares; 2025Q2: 82,495 shares; 2025Q3: 84,897 shares; 2025Q4: 91,322 shares; 2026Q1: 96,089 shares 96,089 $88.4M 0.5% +4,767 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: 199,342 shares; 2024Q4: 241,057 shares; 2025Q1: 257,832 shares; 2025Q2: 246,019 shares; 2025Q3: 216,476 shares; 2025Q4: 257,907 shares; 2026Q1: 265,860 shares 265,860 $85.2M 0.48% +7,953 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: 410,133 shares; 2024Q4: 527,127 shares; 2025Q1: 539,503 shares; 2025Q2: 548,346 shares; 2025Q3: 578,638 shares; 2025Q4: 598,900 shares; 2026Q1: 584,532 shares 584,532 $84.4M 0.48% -14,368 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: 216,555 shares; 2024Q4: 220,165 shares; 2025Q1: 236,231 shares; 2025Q2: 248,588 shares; 2025Q3: 263,317 shares; 2025Q4: 249,858 shares; 2026Q1: 249,548 shares 249,548 $84.3M 0.48% -310 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: 810,541 shares; 2024Q4: 955,454 shares; 2025Q1: 940,089 shares; 2025Q2: 946,246 shares; 2025Q3: 982,999 shares; 2025Q4: 1,041,403 shares; 2026Q1: 1,032,689 shares 1,032,689 $80.1M 0.45% -8,714 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: 452,464 shares; 2024Q4: 520,919 shares; 2025Q1: 516,136 shares; 2025Q2: 542,905 shares; 2025Q3: 597,953 shares; 2025Q4: 623,051 shares; 2026Q1: 626,029 shares 626,029 $77.8M 0.44% +2,978 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: 307,962 shares; 2024Q4: 320,421 shares; 2025Q1: 326,012 shares; 2025Q2: 358,539 shares; 2025Q3: 356,398 shares; 2025Q4: 362,100 shares; 2026Q1: 361,067 shares 361,067 $77.1M 0.44% -1,033 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: 214,920 shares; 2024Q4: 239,346 shares; 2025Q1: 239,514 shares; 2025Q2: 230,667 shares; 2025Q3: 227,066 shares; 2025Q4: 238,243 shares; 2026Q1: 224,576 shares 224,576 $73.9M 0.42% -13,667 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: 750,005 shares; 2024Q4: 782,332 shares; 2025Q1: 741,086 shares; 2025Q2: 729,867 shares; 2025Q3: 731,628 shares; 2025Q4: 723,583 shares; 2026Q1: 722,750 shares 722,750 $72.7M 0.41% -833 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: 1,479,244 shares; 2025Q1: 1,427,916 shares; 2025Q2: 1,506,101 shares; 2025Q3: 1,536,980 shares; 2025Q4: 1,494,138 shares; 2026Q1: 1,454,771 shares 1,454,771 $72M 0.41% -39,367 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: 406,009 shares; 2024Q4: 2,139,147 shares; 2025Q1: 2,143,256 shares; 2025Q2: 2,177,360 shares; 2025Q3: 2,192,181 shares; 2025Q4: 2,246,369 shares; 2026Q1: 2,304,855 shares 2,304,855 $70.7M 0.4% +58,486 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 411 shares; 2025Q1: 634 shares; 2025Q2: 838 shares; 2025Q3: 999 shares; 2025Q4: 3,594 shares; 2026Q1: 1,344,398 shares 1,344,398 $69.8M 0.4% +1,340,804 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: not reported; 2024Q4: 518,559 shares; 2025Q1: 544,946 shares; 2025Q2: 529,102 shares; 2025Q3: 587,425 shares; 2025Q4: 747,707 shares; 2026Q1: 751,879 shares 751,879 $66.3M 0.38% +4,172 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: 159,538 shares; 2024Q4: 511,862 shares; 2025Q1: 502,800 shares; 2025Q2: 498,855 shares; 2025Q3: 505,973 shares; 2025Q4: 712,694 shares; 2026Q1: 698,393 shares 698,393 $64.8M 0.37% -14,301 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: 518,973 shares; 2024Q4: 2,237,436 shares; 2025Q1: 2,251,048 shares; 2025Q2: 2,252,000 shares; 2025Q3: 2,258,299 shares; 2025Q4: 2,242,182 shares; 2026Q1: 2,105,558 shares 2,105,558 $61.3M 0.35% -136,624 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: 193,005 shares; 2024Q4: 248,531 shares; 2025Q1: 243,086 shares; 2025Q2: 248,522 shares; 2025Q3: 266,127 shares; 2025Q4: 284,987 shares; 2026Q1: 289,852 shares 289,852 $60M 0.34% +4,865 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: not reported; 2024Q4: 2,034,153 shares; 2025Q1: 2,287,479 shares; 2025Q2: 2,410,055 shares; 2025Q3: 2,500,032 shares; 2025Q4: 2,907,934 shares; 2026Q1: 3,055,562 shares 3,055,562 $60M 0.34% +147,628 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 436,414 shares; 2025Q1: 470,457 shares; 2025Q2: 476,652 shares; 2025Q3: 561,894 shares; 2025Q4: 586,920 shares; 2026Q1: 627,232 shares 627,232 $59.9M 0.34% +40,312 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: 161,286 shares; 2024Q4: 262,091 shares; 2025Q1: 287,031 shares; 2025Q2: 240,118 shares; 2025Q3: 254,415 shares; 2025Q4: 280,648 shares; 2026Q1: 295,678 shares 295,678 $58M 0.33% +15,030 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: not reported; 2024Q4: 717,721 shares; 2025Q1: 752,883 shares; 2025Q2: 823,158 shares; 2025Q3: 885,174 shares; 2025Q4: 981,677 shares; 2026Q1: 1,085,709 shares 1,085,709 $57.8M 0.33% +104,032 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: 91,636 shares; 2024Q4: 103,330 shares; 2025Q1: 103,503 shares; 2025Q2: 103,358 shares; 2025Q3: 108,812 shares; 2025Q4: 114,772 shares; 2026Q1: 130,563 shares 130,563 $57M 0.32% +15,791 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: 175,575 shares; 2024Q4: 174,101 shares; 2025Q1: 171,695 shares; 2025Q2: 169,218 shares; 2025Q3: 166,508 shares; 2025Q4: 410,714 shares; 2026Q1: 427,564 shares 427,564 $56.8M 0.32% +16,850 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: 124,958 shares; 2024Q4: 212,569 shares; 2025Q1: 208,415 shares; 2025Q2: 188,608 shares; 2025Q3: 196,765 shares; 2025Q4: 204,235 shares; 2026Q1: 211,306 shares 211,306 $55.3M 0.31% +7,071 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 831,436 shares; 2025Q1: 878,221 shares; 2025Q2: 932,200 shares; 2025Q3: 1,013,918 shares; 2025Q4: 1,096,494 shares; 2026Q1: 1,159,473 shares 1,159,473 $55.2M 0.31% +62,979 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: not reported; 2024Q4: 802,146 shares; 2025Q1: 854,094 shares; 2025Q2: 879,957 shares; 2025Q3: 951,302 shares; 2025Q4: 1,030,751 shares; 2026Q1: 1,083,687 shares 1,083,687 $54.7M 0.31% +52,936 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: 60,265 shares; 2024Q4: 63,123 shares; 2025Q1: 66,131 shares; 2025Q2: 56,927 shares; 2025Q3: 47,218 shares; 2025Q4: 493,055 shares; 2026Q1: 553,302 shares 553,302 $53.2M 0.3% +60,247 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,579,518 shares; 2025Q1: 1,620,472 shares; 2025Q2: 1,715,318 shares; 2025Q3: 1,850,212 shares; 2025Q4: 1,931,743 shares; 2026Q1: 2,063,241 shares 2,063,241 $52.9M 0.3% +131,498 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: 888,756 shares; 2024Q4: 1,035,740 shares; 2025Q1: 1,034,680 shares; 2025Q2: 1,076,005 shares; 2025Q3: 1,062,607 shares; 2025Q4: 1,082,459 shares; 2026Q1: 1,083,470 shares 1,083,470 $52.8M 0.3% +1,011 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: 96,203 shares; 2024Q4: 118,065 shares; 2025Q1: 117,306 shares; 2025Q2: 105,732 shares; 2025Q3: 98,912 shares; 2025Q4: 102,617 shares; 2026Q1: 105,631 shares 105,631 $52.8M 0.3% +3,014 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: 275,172 shares; 2024Q4: 344,702 shares; 2025Q1: 344,440 shares; 2025Q2: 318,252 shares; 2025Q3: 327,639 shares; 2025Q4: 342,205 shares; 2026Q1: 339,630 shares 339,630 $52.7M 0.3% -2,575 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: 56,355 shares; 2024Q4: 79,212 shares; 2025Q1: 77,332 shares; 2025Q2: 76,223 shares; 2025Q3: 76,581 shares; 2025Q4: 75,182 shares; 2026Q1: 74,165 shares 74,165 $51.7M 0.29% -1,017 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: 132,362 shares; 2024Q4: 148,761 shares; 2025Q1: 146,748 shares; 2025Q2: 148,599 shares; 2025Q3: 156,670 shares; 2025Q4: 167,511 shares; 2026Q1: 164,822 shares 164,822 $51.2M 0.29% -2,689 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: not reported; 2024Q4: 2,439,315 shares; 2025Q1: 2,634,569 shares; 2025Q2: 2,548,276 shares; 2025Q3: 2,517,245 shares; 2025Q4: 2,750,105 shares; 2026Q1: 2,613,791 shares 2,613,791 $51M 0.29% -136,314 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: 832,676 shares; 2024Q4: 966,765 shares; 2025Q1: 979,546 shares; 2025Q2: 984,942 shares; 2025Q3: 1,005,992 shares; 2025Q4: 1,019,759 shares; 2026Q1: 1,010,612 shares 1,010,612 $50.7M 0.29% -9,147 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: 126,149 shares; 2024Q4: 151,111 shares; 2025Q1: 168,063 shares; 2025Q2: 164,457 shares; 2025Q3: 166,144 shares; 2025Q4: 178,934 shares; 2026Q1: 185,985 shares 185,985 $50.6M 0.29% +7,051 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: 147,306 shares; 2024Q4: 148,822 shares; 2025Q1: 150,339 shares; 2025Q2: 157,131 shares; 2025Q3: 153,154 shares; 2025Q4: 152,219 shares; 2026Q1: 154,147 shares 154,147 $50.2M 0.29% +1,928 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: not reported; 2024Q4: 304,507 shares; 2025Q1: 325,521 shares; 2025Q2: 353,400 shares; 2025Q3: 417,559 shares; 2025Q4: 471,988 shares; 2026Q1: 504,830 shares 504,830 $50.1M 0.28% +32,842 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: 236,415 shares; 2024Q4: 258,696 shares; 2025Q1: 257,113 shares; 2025Q2: 257,179 shares; 2025Q3: 254,083 shares; 2025Q4: 258,426 shares; 2026Q1: 257,584 shares 257,584 $48.8M 0.28% -842 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,295 shares; 2024Q4: 133,967 shares; 2025Q1: 140,705 shares; 2025Q2: 151,668 shares; 2025Q3: 154,689 shares; 2025Q4: 156,682 shares; 2026Q1: 161,932 shares 161,932 $47.8M 0.27% +5,250 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: 626,346 shares; 2024Q4: 1,631,320 shares; 2025Q1: 1,667,967 shares; 2025Q2: 1,901,395 shares; 2025Q3: 1,878,430 shares; 2025Q4: 1,901,550 shares; 2026Q1: 1,907,799 shares 1,907,799 $47.2M 0.27% +6,249 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: not reported; 2024Q4: 1,327,453 shares; 2025Q1: 1,565,233 shares; 2025Q2: 1,569,972 shares; 2025Q3: 1,674,121 shares; 2025Q4: 2,050,907 shares; 2026Q1: 2,309,491 shares 2,309,491 $47.2M 0.27% +258,584 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: 101,729 shares; 2024Q4: 110,657 shares; 2025Q1: 107,803 shares; 2025Q2: 108,879 shares; 2025Q3: 119,006 shares; 2025Q4: 130,372 shares; 2026Q1: 130,234 shares 130,234 $46.6M 0.26% -138 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 816,466 shares; 2024Q4: 872,118 shares; 2025Q1: 915,075 shares; 2025Q2: 987,085 shares; 2025Q3: 1,026,428 shares; 2025Q4: 1,054,858 shares; 2026Q1: 1,191,936 shares 1,191,936 $46.4M 0.26% +137,078 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: 423,522 shares; 2024Q4: 439,316 shares; 2025Q1: 432,124 shares; 2025Q2: 486,819 shares; 2025Q3: 516,774 shares; 2025Q4: 556,194 shares; 2026Q1: 592,205 shares 592,205 $45M 0.26% +36,011 Timeline IGF ISHARES 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: 366,553 shares; 2025Q1: 506,765 shares; 2025Q2: 562,147 shares; 2025Q3: 587,257 shares; 2025Q4: 627,890 shares; 2026Q1: 669,867 shares 669,867 $44.9M 0.25% +41,977 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: 87,431 shares; 2024Q4: 103,432 shares; 2025Q1: 108,528 shares; 2025Q2: 117,703 shares; 2025Q3: 111,144 shares; 2025Q4: 114,083 shares; 2026Q1: 119,592 shares 119,592 $44.5M 0.25% +5,509 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: 257,109 shares; 2024Q4: 335,080 shares; 2025Q1: 341,558 shares; 2025Q2: 342,770 shares; 2025Q3: 332,709 shares; 2025Q4: 362,437 shares; 2026Q1: 293,821 shares 293,821 $43.2M 0.25% -68,616 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: 353,151 shares; 2024Q4: 357,959 shares; 2025Q1: 330,251 shares; 2025Q2: 332,483 shares; 2025Q3: 326,541 shares; 2025Q4: 329,790 shares; 2026Q1: 325,115 shares 325,115 $43.1M 0.24% -4,675 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: 401,386 shares; 2024Q4: 451,926 shares; 2025Q1: 453,597 shares; 2025Q2: 481,563 shares; 2025Q3: 481,793 shares; 2025Q4: 486,690 shares; 2026Q1: 417,847 shares 417,847 $42.9M 0.24% -68,843 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: 358,564 shares; 2024Q4: 377,344 shares; 2025Q1: 379,580 shares; 2025Q2: 434,754 shares; 2025Q3: 432,002 shares; 2025Q4: 439,833 shares; 2026Q1: 439,030 shares 439,030 $42.7M 0.24% -803 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: not reported; 2024Q4: 1,189,114 shares; 2025Q1: 1,525,065 shares; 2025Q2: 1,671,357 shares; 2025Q3: 1,786,790 shares; 2025Q4: 2,067,834 shares; 2026Q1: 2,231,679 shares 2,231,679 $41.6M 0.24% +163,845 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: 344,095 shares; 2024Q4: 345,252 shares; 2025Q1: 345,449 shares; 2025Q2: 351,634 shares; 2025Q3: 350,123 shares; 2025Q4: 361,197 shares; 2026Q1: 321,487 shares 321,487 $41.4M 0.24% -39,710 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: 12,977 shares; 2024Q4: 13,224 shares; 2025Q1: 13,255 shares; 2025Q2: 12,325 shares; 2025Q3: 12,321 shares; 2025Q4: 12,244 shares; 2026Q1: 9,784 shares 9,784 $41.2M 0.23% -2,460 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: 17,124 shares; 2024Q4: 24,287 shares; 2025Q1: 24,641 shares; 2025Q2: 34,228 shares; 2025Q3: 45,780 shares; 2025Q4: 56,714 shares; 2026Q1: 57,834 shares 57,834 $41M 0.23% +1,120 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 304,010 shares; 2025Q1: 312,180 shares; 2025Q2: 317,095 shares; 2025Q3: 366,732 shares; 2025Q4: 377,893 shares; 2026Q1: 403,265 shares 403,265 $40.6M 0.23% +25,372 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: 164,913 shares; 2024Q4: 180,353 shares; 2025Q1: 172,875 shares; 2025Q2: 252,381 shares; 2025Q3: 290,739 shares; 2025Q4: 323,491 shares; 2026Q1: 335,023 shares 335,023 $40.3M 0.23% +11,532 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: not reported; 2024Q4: 88,484 shares; 2025Q1: 80,963 shares; 2025Q2: 493,111 shares; 2025Q3: 619,237 shares; 2025Q4: 805,176 shares; 2026Q1: 788,602 shares 788,602 $39.9M 0.23% -16,574 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: 193,629 shares; 2024Q4: 194,984 shares; 2025Q1: 192,250 shares; 2025Q2: 194,108 shares; 2025Q3: 199,867 shares; 2025Q4: 181,357 shares; 2026Q1: 176,386 shares 176,386 $39.9M 0.23% -4,971 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: 351,004 shares; 2024Q4: 394,903 shares; 2025Q1: 392,971 shares; 2025Q2: 395,969 shares; 2025Q3: 395,250 shares; 2025Q4: 398,489 shares; 2026Q1: 409,966 shares 409,966 $39.8M 0.23% +11,477 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: 136,542 shares; 2024Q4: 407,033 shares; 2025Q1: 431,103 shares; 2025Q2: 438,744 shares; 2025Q3: 511,503 shares; 2025Q4: 647,439 shares; 2026Q1: 684,459 shares 684,459 $38.8M 0.22% +37,020 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,063 shares; 2024Q4: 106,523 shares; 2025Q1: 105,327 shares; 2025Q2: 106,636 shares; 2025Q3: 114,837 shares; 2025Q4: 127,536 shares; 2026Q1: 134,105 shares 134,105 $38.5M 0.22% +6,569 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,297 shares; 2024Q4: 895,389 shares; 2025Q1: 850,485 shares; 2025Q2: 805,968 shares; 2025Q3: 813,301 shares; 2025Q4: 815,024 shares; 2026Q1: 826,336 shares 826,336 $37.7M 0.21% +11,312 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: 90,399 shares; 2024Q4: 107,075 shares; 2025Q1: 108,032 shares; 2025Q2: 129,597 shares; 2025Q3: 118,797 shares; 2025Q4: 111,442 shares; 2026Q1: 113,754 shares 113,754 $37.4M 0.21% +2,312 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: 105,245 shares; 2024Q4: 132,258 shares; 2025Q1: 133,058 shares; 2025Q2: 135,116 shares; 2025Q3: 173,692 shares; 2025Q4: 221,915 shares; 2026Q1: 232,257 shares 232,257 $37.1M 0.21% +10,342 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,271 shares; 2024Q4: 254,776 shares; 2025Q1: 269,883 shares; 2025Q2: 283,850 shares; 2025Q3: 311,364 shares; 2025Q4: 323,673 shares; 2026Q1: 329,451 shares 329,451 $36.4M 0.21% +5,778 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431,905 shares; 2024Q4: 334,029 shares; 2025Q1: 312,953 shares; 2025Q2: 289,831 shares; 2025Q3: 238,497 shares; 2025Q4: 221,977 shares; 2026Q1: 216,231 shares 216,231 $35.8M 0.2% -5,746 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,536,412 shares; 2025Q1: 1,585,683 shares; 2025Q2: 1,644,525 shares; 2025Q3: 1,777,084 shares; 2025Q4: 1,868,131 shares; 2026Q1: 1,997,960 shares 1,997,960 $35.5M 0.2% +129,829 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: 198,901 shares; 2024Q4: 193,403 shares; 2025Q1: 191,311 shares; 2025Q2: 199,731 shares; 2025Q3: 214,180 shares; 2025Q4: 232,822 shares; 2026Q1: 236,929 shares 236,929 $34.7M 0.2% +4,107 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: 101,540 shares; 2024Q4: 108,703 shares; 2025Q1: 107,656 shares; 2025Q2: 109,087 shares; 2025Q3: 112,392 shares; 2025Q4: 118,874 shares; 2026Q1: 121,733 shares 121,733 $34.5M 0.2% +2,859 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,019,524 shares; 2025Q1: 1,037,866 shares; 2025Q2: 1,075,981 shares; 2025Q3: 1,169,311 shares; 2025Q4: 1,263,570 shares; 2026Q1: 1,365,589 shares 1,365,589 $33.1M 0.19% +102,019 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: 1,374 shares; 2025Q1: 1,374 shares; 2025Q2: 1,374 shares; 2025Q3: not reported; 2025Q4: 637,423 shares; 2026Q1: 653,639 shares 653,639 $32.7M 0.19% +16,216 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,700 shares; 2024Q4: 102,207 shares; 2025Q1: 101,288 shares; 2025Q2: 101,692 shares; 2025Q3: 100,192 shares; 2025Q4: 103,345 shares; 2026Q1: 103,350 shares 103,350 $32.4M 0.18% +5 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: 399,786 shares; 2024Q4: 434,465 shares; 2025Q1: 486,574 shares; 2025Q2: 524,082 shares; 2025Q3: 548,527 shares; 2025Q4: 589,036 shares; 2026Q1: 696,759 shares 696,759 $31.4M 0.18% +107,723 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: 277,870 shares; 2024Q4: 1,314,758 shares; 2025Q1: 1,310,049 shares; 2025Q2: 1,302,510 shares; 2025Q3: 1,224,113 shares; 2025Q4: 1,224,401 shares; 2026Q1: 1,223,921 shares 1,223,921 $31.4M 0.18% -480 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: 84,046 shares; 2024Q4: 993,830 shares; 2025Q1: 1,006,158 shares; 2025Q2: 1,113,342 shares; 2025Q3: 1,098,948 shares; 2025Q4: 1,165,113 shares; 2026Q1: 1,240,262 shares 1,240,262 $31.1M 0.18% +75,149 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322,102 shares; 2024Q4: 965,484 shares; 2025Q1: 976,571 shares; 2025Q2: 976,343 shares; 2025Q3: 993,670 shares; 2025Q4: 1,006,075 shares; 2026Q1: 1,015,979 shares 1,015,979 $31M 0.18% +9,904 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: 39,431 shares; 2024Q4: 71,026 shares; 2025Q1: 71,398 shares; 2025Q2: 70,631 shares; 2025Q3: 77,291 shares; 2025Q4: 86,424 shares; 2026Q1: 87,280 shares 87,280 $30.7M 0.17% +856 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: 64,476 shares; 2024Q4: 89,304 shares; 2025Q1: 88,177 shares; 2025Q2: 87,617 shares; 2025Q3: 98,486 shares; 2025Q4: 101,178 shares; 2026Q1: 100,476 shares 100,476 $30.4M 0.17% -702 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 438,656 shares; 2024Q4: 460,420 shares; 2025Q1: 472,953 shares; 2025Q2: 453,245 shares; 2025Q3: 430,375 shares; 2025Q4: 478,474 shares; 2026Q1: 480,021 shares 480,021 $30M 0.17% +1,547 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: 14,284 shares; 2024Q4: 22,506 shares; 2025Q1: 39,577 shares; 2025Q2: 43,157 shares; 2025Q3: 51,025 shares; 2025Q4: 59,202 shares; 2026Q1: 61,039 shares 61,039 $30M 0.17% +1,837 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,827 shares; 2024Q4: 35,486 shares; 2025Q1: 113,854 shares; 2025Q2: 113,975 shares; 2025Q3: 113,890 shares; 2025Q4: 119,130 shares; 2026Q1: 309,986 shares 309,986 $29.9M 0.17% +190,856 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: not reported; 2024Q4: 911,580 shares; 2025Q1: 923,274 shares; 2025Q2: 886,104 shares; 2025Q3: 880,687 shares; 2025Q4: 927,375 shares; 2026Q1: 981,595 shares 981,595 $29.8M 0.17% +54,220 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: 18,268 shares; 2024Q4: 26,149 shares; 2025Q1: 30,662 shares; 2025Q2: 31,065 shares; 2025Q3: 31,101 shares; 2025Q4: 34,298 shares; 2026Q1: 35,028 shares 35,028 $29.6M 0.17% +730 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: 250,001 shares; 2024Q4: 260,022 shares; 2025Q1: 280,664 shares; 2025Q2: 340,341 shares; 2025Q3: 348,482 shares; 2025Q4: 366,825 shares; 2026Q1: 376,174 shares 376,174 $29.5M 0.17% +9,349 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: 20,044 shares; 2025Q1: 23,676 shares; 2025Q2: 25,024 shares; 2025Q3: 29,411 shares; 2025Q4: 30,320 shares; 2026Q1: 30,602 shares 30,602 $29.4M 0.17% +282 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315,040 shares; 2024Q4: 365,783 shares; 2025Q1: 387,655 shares; 2025Q2: 405,542 shares; 2025Q3: 474,361 shares; 2025Q4: 532,648 shares; 2026Q1: 599,335 shares 599,335 $29.3M 0.17% +66,687 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: 40,491 shares; 2024Q4: 43,656 shares; 2025Q1: 42,809 shares; 2025Q2: 43,346 shares; 2025Q3: 61,878 shares; 2025Q4: 73,117 shares; 2026Q1: 84,382 shares 84,382 $28.8M 0.16% +11,265 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: 7 shares; 2024Q4: 7 shares; 2025Q1: 25 shares; 2025Q2: 24 shares; 2025Q3: 26 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $28.7M 0.16% 0 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: 900,077 shares; 2025Q1: 1,059,281 shares; 2025Q2: 1,164,560 shares; 2025Q3: 1,270,092 shares; 2025Q4: 1,499,349 shares; 2026Q1: 1,673,196 shares 1,673,196 $28M 0.16% +173,847 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: 110,991 shares; 2024Q4: 130,430 shares; 2025Q1: 130,816 shares; 2025Q2: 131,317 shares; 2025Q3: 127,437 shares; 2025Q4: 117,764 shares; 2026Q1: 114,671 shares 114,671 $27.8M 0.16% -3,093 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: 75,607 shares; 2024Q4: 79,166 shares; 2025Q1: 79,306 shares; 2025Q2: 81,268 shares; 2025Q3: 79,225 shares; 2025Q4: 77,471 shares; 2026Q1: 76,819 shares 76,819 $27.4M 0.16% -652 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: 51,633 shares; 2024Q4: 79,400 shares; 2025Q1: 96,868 shares; 2025Q2: 102,493 shares; 2025Q3: 106,994 shares; 2025Q4: 111,903 shares; 2026Q1: 117,278 shares 117,278 $26.9M 0.15% +5,375 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: 167,954 shares; 2024Q4: 165,784 shares; 2025Q1: 161,388 shares; 2025Q2: 162,634 shares; 2025Q3: 161,946 shares; 2025Q4: 162,441 shares; 2026Q1: 160,603 shares 160,603 $26.4M 0.15% -1,838 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: 135,564 shares; 2024Q4: 155,752 shares; 2025Q1: 156,213 shares; 2025Q2: 155,389 shares; 2025Q3: 142,943 shares; 2025Q4: 134,798 shares; 2026Q1: 127,575 shares 127,575 $25.3M 0.14% -7,223 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 96,083 shares; 2025Q1: 316,266 shares; 2025Q2: 345,104 shares; 2025Q3: 370,268 shares; 2025Q4: 383,530 shares; 2026Q1: 434,347 shares 434,347 $25.3M 0.14% +50,817 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: 57,184 shares; 2024Q4: 60,666 shares; 2025Q1: 51,410 shares; 2025Q2: 40,897 shares; 2025Q3: 44,638 shares; 2025Q4: 157,640 shares; 2026Q1: 253,498 shares 253,498 $24.9M 0.14% +95,858 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: 75,113 shares; 2024Q4: 251,873 shares; 2025Q1: 273,585 shares; 2025Q2: 294,238 shares; 2025Q3: 312,077 shares; 2025Q4: 307,456 shares; 2026Q1: 319,584 shares 319,584 $24.6M 0.14% +12,128 Timeline STIP ISHARES 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: 221,334 shares; 2025Q1: 229,708 shares; 2025Q2: 216,163 shares; 2025Q3: 225,729 shares; 2025Q4: 230,231 shares; 2026Q1: 235,506 shares 235,506 $24.4M 0.14% +5,275 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: 28,890 shares; 2024Q4: 29,074 shares; 2025Q1: 37,598 shares; 2025Q2: 40,946 shares; 2025Q3: 46,539 shares; 2025Q4: 45,420 shares; 2026Q1: 48,969 shares 48,969 $24.3M 0.14% +3,549 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: not reported; 2024Q4: 5,201 shares; 2025Q1: 5,227 shares; 2025Q2: 5,768 shares; 2025Q3: 649,350 shares; 2025Q4: 654,876 shares; 2026Q1: 651,751 shares 651,751 $24.2M 0.14% -3,125 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: 93,009 shares; 2024Q4: 91,137 shares; 2025Q1: 89,356 shares; 2025Q2: 89,399 shares; 2025Q3: 98,399 shares; 2025Q4: 101,282 shares; 2026Q1: 102,437 shares 102,437 $24.2M 0.14% +1,155 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,312 shares; 2025Q1: 39,683 shares; 2025Q2: 40,052 shares; 2025Q3: 551,574 shares; 2025Q4: 549,620 shares; 2026Q1: 541,739 shares 541,739 $24.2M 0.14% -7,881 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: not reported; 2024Q4: 44,219 shares; 2025Q1: 48,979 shares; 2025Q2: 47,805 shares; 2025Q3: 50,373 shares; 2025Q4: 51,392 shares; 2026Q1: 55,760 shares 55,760 $24M 0.14% +4,368 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: 611,867 shares; 2024Q4: 640,075 shares; 2025Q1: 615,755 shares; 2025Q2: 622,161 shares; 2025Q3: 628,570 shares; 2025Q4: 629,049 shares; 2026Q1: 630,008 shares 630,008 $23.8M 0.14% +959 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: 102,973 shares; 2024Q4: 188,305 shares; 2025Q1: 185,183 shares; 2025Q2: 184,166 shares; 2025Q3: 244,232 shares; 2025Q4: 261,910 shares; 2026Q1: 266,673 shares 266,673 $23.7M 0.13% +4,763 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263,628 shares; 2024Q4: 263,286 shares; 2025Q1: 245,136 shares; 2025Q2: 251,283 shares; 2025Q3: 248,438 shares; 2025Q4: 249,276 shares; 2026Q1: 258,248 shares 258,248 $23.1M 0.13% +8,972 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: 181,596 shares; 2024Q4: 209,009 shares; 2025Q1: 222,755 shares; 2025Q2: 238,293 shares; 2025Q3: 252,791 shares; 2025Q4: 236,851 shares; 2026Q1: 238,637 shares 238,637 $23M 0.13% +1,786 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: not reported; 2024Q4: 231,738 shares; 2025Q1: 239,631 shares; 2025Q2: 251,326 shares; 2025Q3: 255,711 shares; 2025Q4: 284,878 shares; 2026Q1: 298,271 shares 298,271 $23M 0.13% +13,393 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: 156,237 shares; 2024Q4: 163,312 shares; 2025Q1: 166,890 shares; 2025Q2: 166,877 shares; 2025Q3: 169,025 shares; 2025Q4: 168,309 shares; 2026Q1: 181,323 shares 181,323 $22.7M 0.13% +13,014 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: 127,347 shares; 2024Q4: 126,745 shares; 2025Q1: 124,655 shares; 2025Q2: 124,596 shares; 2025Q3: 137,443 shares; 2025Q4: 142,663 shares; 2026Q1: 142,212 shares 142,212 $22.4M 0.13% -451 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: 164,384 shares; 2024Q4: 180,142 shares; 2025Q1: 179,349 shares; 2025Q2: 180,975 shares; 2025Q3: 185,805 shares; 2025Q4: 184,933 shares; 2026Q1: 184,883 shares 184,883 $21.9M 0.12% -50 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: 37,203 shares; 2024Q4: 39,796 shares; 2025Q1: 37,266 shares; 2025Q2: 37,987 shares; 2025Q3: 33,059 shares; 2025Q4: 35,103 shares; 2026Q1: 35,969 shares 35,969 $21.7M 0.12% +866 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: 36,818 shares; 2024Q4: 42,014 shares; 2025Q1: 41,060 shares; 2025Q2: 42,471 shares; 2025Q3: 51,623 shares; 2025Q4: 110,400 shares; 2026Q1: 106,914 shares 106,914 $21.7M 0.12% -3,486 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: 140,163 shares; 2024Q4: 180,338 shares; 2025Q1: 176,093 shares; 2025Q2: 171,356 shares; 2025Q3: 171,744 shares; 2025Q4: 161,458 shares; 2026Q1: 161,993 shares 161,993 $21.4M 0.12% +535 Timeline RWJ 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: 11,618 shares; 2024Q4: 369,989 shares; 2025Q1: 375,989 shares; 2025Q2: 392,822 shares; 2025Q3: 415,978 shares; 2025Q4: 420,428 shares; 2026Q1: 423,510 shares 423,510 $21.4M 0.12% +3,082 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,766 shares; 2024Q4: 262,593 shares; 2025Q1: 258,565 shares; 2025Q2: 256,263 shares; 2025Q3: 285,905 shares; 2025Q4: 310,913 shares; 2026Q1: 304,454 shares 304,454 $21.4M 0.12% -6,459 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,103 shares; 2024Q4: 71,708 shares; 2025Q1: 71,244 shares; 2025Q2: 70,224 shares; 2025Q3: 75,146 shares; 2025Q4: 144,822 shares; 2026Q1: 219,595 shares 219,595 $21.2M 0.12% +74,773 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: 8,573 shares; 2024Q4: 14,869 shares; 2025Q1: 15,457 shares; 2025Q2: 15,700 shares; 2025Q3: 91,249 shares; 2025Q4: 113,320 shares; 2026Q1: 128,762 shares 128,762 $21.1M 0.12% +15,442 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: 51,516 shares; 2024Q4: 51,705 shares; 2025Q1: 52,306 shares; 2025Q2: 52,174 shares; 2025Q3: 63,821 shares; 2025Q4: 65,658 shares; 2026Q1: 71,536 shares 71,536 $21.1M 0.12% +5,878 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: 54,377 shares; 2024Q4: 62,705 shares; 2025Q1: 63,199 shares; 2025Q2: 63,692 shares; 2025Q3: 78,425 shares; 2025Q4: 84,688 shares; 2026Q1: 87,151 shares 87,151 $21.1M 0.12% +2,463 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: 113,978 shares; 2024Q4: 123,264 shares; 2025Q1: 123,079 shares; 2025Q2: 133,791 shares; 2025Q3: 133,346 shares; 2025Q4: 187,872 shares; 2026Q1: 162,277 shares 162,277 $20.8M 0.12% -25,595 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: 185,200 shares; 2024Q4: 184,199 shares; 2025Q1: 149,755 shares; 2025Q2: 156,528 shares; 2025Q3: 163,112 shares; 2025Q4: 161,439 shares; 2026Q1: 330,209 shares 330,209 $20.7M 0.12% +168,770 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: 79,670 shares; 2024Q4: 182,850 shares; 2025Q1: 166,296 shares; 2025Q2: 131,888 shares; 2025Q3: 120,083 shares; 2025Q4: 121,329 shares; 2026Q1: 127,541 shares 127,541 $20.4M 0.12% +6,212 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: 120,837 shares; 2024Q4: 156,916 shares; 2025Q1: 140,908 shares; 2025Q2: 145,161 shares; 2025Q3: 140,937 shares; 2025Q4: 322,041 shares; 2026Q1: 332,165 shares 332,165 $20.3M 0.12% +10,124 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: 171,658 shares; 2024Q4: 181,549 shares; 2025Q1: 178,029 shares; 2025Q2: 178,197 shares; 2025Q3: 201,405 shares; 2025Q4: 223,657 shares; 2026Q1: 218,443 shares 218,443 $20.3M 0.12% -5,214 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: 117,257 shares; 2024Q4: 187,151 shares; 2025Q1: 192,776 shares; 2025Q2: 189,997 shares; 2025Q3: 200,314 shares; 2025Q4: 207,134 shares; 2026Q1: 207,971 shares 207,971 $20M 0.11% +837 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: 2,689 shares; 2024Q4: 64,737 shares; 2025Q1: 65,609 shares; 2025Q2: 68,221 shares; 2025Q3: 68,526 shares; 2025Q4: 95,979 shares; 2026Q1: 96,176 shares 96,176 $20M 0.11% +197 Timeline FVAL 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: not reported; 2024Q4: 151,546 shares; 2025Q1: 150,146 shares; 2025Q2: 150,335 shares; 2025Q3: 299,051 shares; 2025Q4: 275,571 shares; 2026Q1: 286,579 shares 286,579 $19.9M 0.11% +11,008 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,221 shares; 2024Q4: 70,044 shares; 2025Q1: 72,666 shares; 2025Q2: 75,190 shares; 2025Q3: 76,570 shares; 2025Q4: 75,344 shares; 2026Q1: 77,094 shares 77,094 $19.8M 0.11% +1,750 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: 105,503 shares; 2024Q4: 370,270 shares; 2025Q1: 379,204 shares; 2025Q2: 386,071 shares; 2025Q3: 458,078 shares; 2025Q4: 616,193 shares; 2026Q1: 705,882 shares 705,882 $19.7M 0.11% +89,689 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 162,822 shares; 2025Q1: 179,077 shares; 2025Q2: 178,918 shares; 2025Q3: 194,777 shares; 2025Q4: 195,376 shares; 2026Q1: 203,790 shares 203,790 $19.3M 0.11% +8,414 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: 5,236 shares; 2024Q4: 20,940 shares; 2025Q1: 22,275 shares; 2025Q2: 19,444 shares; 2025Q3: 13,418 shares; 2025Q4: 14,462 shares; 2026Q1: 14,643 shares 14,643 $19.3M 0.11% +181 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: 27,190 shares; 2024Q4: 26,370 shares; 2025Q1: 26,807 shares; 2025Q2: 27,887 shares; 2025Q3: 32,519 shares; 2025Q4: 39,844 shares; 2026Q1: 41,869 shares 41,869 $19.3M 0.11% +2,025 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: 1,860 shares; 2024Q4: 1,690 shares; 2025Q1: 1,339 shares; 2025Q2: 1,488 shares; 2025Q3: 1,509 shares; 2025Q4: 26,459 shares; 2026Q1: 26,202 shares 26,202 $19.1M 0.11% -257 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: 342,835 shares; 2024Q4: 325,554 shares; 2025Q1: 337,395 shares; 2025Q2: 380,222 shares; 2025Q3: 394,234 shares; 2025Q4: 606,692 shares; 2026Q1: 690,011 shares 690,011 $18.6M 0.11% +83,319 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: 98,568 shares; 2024Q4: 96,802 shares; 2025Q1: 89,639 shares; 2025Q2: 88,227 shares; 2025Q3: 84,885 shares; 2025Q4: 89,715 shares; 2026Q1: 90,393 shares 90,393 $18.4M 0.1% +678 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,095 shares; 2024Q4: 33,475 shares; 2025Q1: 37,808 shares; 2025Q2: 56,294 shares; 2025Q3: 63,513 shares; 2025Q4: 68,266 shares; 2026Q1: 77,088 shares 77,088 $18.3M 0.1% +8,822 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: 87,624 shares; 2024Q4: 657,349 shares; 2025Q1: 688,912 shares; 2025Q2: 533,816 shares; 2025Q3: 538,272 shares; 2025Q4: 547,132 shares; 2026Q1: 591,008 shares 591,008 $18.3M 0.1% +43,876 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: 134,809 shares; 2024Q4: 207,678 shares; 2025Q1: 221,233 shares; 2025Q2: 236,901 shares; 2025Q3: 267,899 shares; 2025Q4: 284,091 shares; 2026Q1: 296,974 shares 296,974 $18.2M 0.1% +12,883 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 104,027 shares; 2025Q1: 124,888 shares; 2025Q2: 136,913 shares; 2025Q3: 182,891 shares; 2025Q4: 250,135 shares; 2026Q1: 296,179 shares 296,179 $17.6M 0.1% +46,044 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: 110,878 shares; 2024Q4: 104,060 shares; 2025Q1: 113,278 shares; 2025Q2: 113,072 shares; 2025Q3: 113,702 shares; 2025Q4: 102,873 shares; 2026Q1: 101,998 shares 101,998 $17.6M 0.1% -875 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,891 shares; 2024Q4: 29,227 shares; 2025Q1: 42,187 shares; 2025Q2: 94,605 shares; 2025Q3: 161,910 shares; 2025Q4: 232,230 shares; 2026Q1: 375,022 shares 375,022 $17.4M 0.1% +142,792 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: 333,011 shares; 2024Q4: 335,397 shares; 2025Q1: 332,831 shares; 2025Q2: 339,307 shares; 2025Q3: 336,976 shares; 2025Q4: 332,458 shares; 2026Q1: 328,941 shares 328,941 $17.3M 0.1% -3,517 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: 24,006 shares; 2024Q4: 54,712 shares; 2025Q1: 54,010 shares; 2025Q2: 53,324 shares; 2025Q3: 62,945 shares; 2025Q4: 77,508 shares; 2026Q1: 78,603 shares 78,603 $17.1M 0.1% +1,095 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: 92,435 shares; 2024Q4: 88,091 shares; 2025Q1: 93,362 shares; 2025Q2: 95,088 shares; 2025Q3: 99,093 shares; 2025Q4: 100,634 shares; 2026Q1: 119,780 shares 119,780 $17.1M 0.1% +19,146 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: 36,548 shares; 2024Q4: 40,496 shares; 2025Q1: 41,074 shares; 2025Q2: 43,474 shares; 2025Q3: 57,165 shares; 2025Q4: 57,889 shares; 2026Q1: 230,632 shares 230,632 $16.8M 0.1% +172,743 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: 169,375 shares; 2024Q4: 171,205 shares; 2025Q1: 186,749 shares; 2025Q2: 224,275 shares; 2025Q3: 191,138 shares; 2025Q4: 194,829 shares; 2026Q1: 61,301 shares 61,301 $16.6M 0.09% -133,528 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 217,994 shares; 2025Q1: 269,933 shares; 2025Q2: 291,191 shares; 2025Q3: 464,911 shares; 2025Q4: 537,731 shares; 2026Q1: 632,938 shares 632,938 $16.6M 0.09% +95,207 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: 13,174 shares; 2024Q4: 25,312 shares; 2025Q1: 25,618 shares; 2025Q2: 24,676 shares; 2025Q3: 25,557 shares; 2025Q4: 29,375 shares; 2026Q1: 29,281 shares 29,281 $16.5M 0.09% -94 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,061 shares; 2024Q4: 131,317 shares; 2025Q1: 140,248 shares; 2025Q2: 154,910 shares; 2025Q3: 186,843 shares; 2025Q4: 191,209 shares; 2026Q1: 207,355 shares 207,355 $16.3M 0.09% +16,146 Timeline SHYG ISHARES 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: 378,784 shares; 2025Q1: 373,749 shares; 2025Q2: 356,360 shares; 2025Q3: 352,561 shares; 2025Q4: 364,620 shares; 2026Q1: 384,267 shares 384,267 $16.3M 0.09% +19,647 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: 63,724 shares; 2025Q1: 68,668 shares; 2025Q2: 68,431 shares; 2025Q3: 74,968 shares; 2025Q4: 74,007 shares; 2026Q1: 75,848 shares 75,848 $16.2M 0.09% +1,841 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: 30,968 shares; 2024Q4: 63,485 shares; 2025Q1: 62,937 shares; 2025Q2: 62,872 shares; 2025Q3: 72,608 shares; 2025Q4: 108,654 shares; 2026Q1: 109,257 shares 109,257 $16.2M 0.09% +603 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,351 shares; 2025Q1: 1,365 shares; 2025Q2: 1,512 shares; 2025Q3: 10,656 shares; 2025Q4: 11,021 shares; 2026Q1: 10,897 shares 10,897 $16M 0.09% -124 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 603 shares; 2025Q1: 603 shares; 2025Q2: 3,204 shares; 2025Q3: 301,668 shares; 2025Q4: 321,372 shares; 2026Q1: 350,905 shares 350,905 $16M 0.09% +29,533 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 732,686 shares; 2024Q4: 798,089 shares; 2025Q1: 683,006 shares; 2025Q2: 619,900 shares; 2025Q3: 705,889 shares; 2025Q4: 616,761 shares; 2026Q1: 379,953 shares 379,953 $15.9M 0.09% -236,808 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: 199,514 shares; 2024Q4: 199,466 shares; 2025Q1: 204,183 shares; 2025Q2: 189,078 shares; 2025Q3: 168,942 shares; 2025Q4: 165,522 shares; 2026Q1: 164,447 shares 164,447 $15.9M 0.09% -1,075 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: 147,512 shares; 2024Q4: 178,457 shares; 2025Q1: 183,052 shares; 2025Q2: 188,542 shares; 2025Q3: 199,878 shares; 2025Q4: 204,282 shares; 2026Q1: 210,158 shares 210,158 $15.8M 0.09% +5,876 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 135,552 shares; 2025Q1: 140,492 shares; 2025Q2: 139,094 shares; 2025Q3: 143,712 shares; 2025Q4: 143,148 shares; 2026Q1: 141,928 shares 141,928 $15.5M 0.09% -1,220 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: 97,046 shares; 2024Q4: 183,035 shares; 2025Q1: 182,398 shares; 2025Q2: 181,403 shares; 2025Q3: 181,364 shares; 2025Q4: 179,101 shares; 2026Q1: 194,173 shares 194,173 $15.5M 0.09% +15,072 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: not reported; 2024Q4: 1,348,047 shares; 2025Q1: 1,374,377 shares; 2025Q2: 1,310,340 shares; 2025Q3: 1,296,257 shares; 2025Q4: 1,363,944 shares; 2026Q1: 1,220,738 shares 1,220,738 $15.5M 0.09% -143,206 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: 287,498 shares; 2024Q4: 481,914 shares; 2025Q1: 469,932 shares; 2025Q2: 475,707 shares; 2025Q3: 487,033 shares; 2025Q4: 527,485 shares; 2026Q1: 532,347 shares 532,347 $15.4M 0.09% +4,862 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,295 shares; 2025Q1: 5,040 shares; 2025Q2: 5,199 shares; 2025Q3: 7,737 shares; 2025Q4: 472,114 shares; 2026Q1: 526,487 shares 526,487 $15.4M 0.09% +54,373 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,739 shares; 2024Q4: 242,469 shares; 2025Q1: 241,588 shares; 2025Q2: 242,414 shares; 2025Q3: 251,472 shares; 2025Q4: 377,573 shares; 2026Q1: 378,103 shares 378,103 $15.3M 0.09% +530 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: 301,181 shares; 2024Q4: 333,411 shares; 2025Q1: 326,299 shares; 2025Q2: 335,040 shares; 2025Q3: 330,383 shares; 2025Q4: 281,599 shares; 2026Q1: 265,178 shares 265,178 $15.3M 0.09% -16,421 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,957 shares; 2025Q4: 86,176 shares; 2026Q1: 177,109 shares 177,109 $15M 0.09% +90,933 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: 30,856 shares; 2024Q4: 34,839 shares; 2025Q1: 34,031 shares; 2025Q2: 34,260 shares; 2025Q3: 35,732 shares; 2025Q4: 37,105 shares; 2026Q1: 38,451 shares 38,451 $15M 0.09% +1,346 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: 698,113 shares; 2024Q4: 745,720 shares; 2025Q1: 755,652 shares; 2025Q2: 772,198 shares; 2025Q3: 774,512 shares; 2025Q4: 774,689 shares; 2026Q1: 776,470 shares 776,470 $15M 0.09% +1,781 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: 65,637 shares; 2024Q4: 69,601 shares; 2025Q1: 68,831 shares; 2025Q2: 73,985 shares; 2025Q3: 83,161 shares; 2025Q4: 87,720 shares; 2026Q1: 90,616 shares 90,616 $15M 0.09% +2,896 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: 124,720 shares; 2024Q4: 128,004 shares; 2025Q1: 133,605 shares; 2025Q2: 128,413 shares; 2025Q3: 160,893 shares; 2025Q4: 322,332 shares; 2026Q1: 325,124 shares 325,124 $14.9M 0.08% +2,792 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: 256,344 shares; 2025Q1: 310,358 shares; 2025Q2: 366,505 shares; 2025Q3: 652,056 shares; 2025Q4: 832,156 shares; 2026Q1: 899,121 shares 899,121 $14.8M 0.08% +66,965 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: not reported; 2024Q4: 275,665 shares; 2025Q1: 251,687 shares; 2025Q2: 257,177 shares; 2025Q3: 261,563 shares; 2025Q4: 280,874 shares; 2026Q1: 292,783 shares 292,783 $14.7M 0.08% +11,909 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,028 shares; 2025Q2: 8,028 shares; 2025Q3: 32,698 shares; 2025Q4: 296,864 shares; 2026Q1: 314,987 shares 314,987 $14.7M 0.08% +18,123 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: 13,435 shares; 2024Q4: 38,102 shares; 2025Q1: 38,501 shares; 2025Q2: 38,047 shares; 2025Q3: 38,856 shares; 2025Q4: 39,228 shares; 2026Q1: 40,909 shares 40,909 $14.6M 0.08% +1,681 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: 33,321 shares; 2024Q4: 34,642 shares; 2025Q1: 34,877 shares; 2025Q2: 36,798 shares; 2025Q3: 97,471 shares; 2025Q4: 107,455 shares; 2026Q1: 106,673 shares 106,673 $14.5M 0.08% -782 Timeline USEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 295,035 shares; 2026Q1: 295,035 shares 295,035 $14.4M 0.08% 0 Timeline FBCG 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: not reported; 2024Q4: 211 shares; 2025Q1: 211 shares; 2025Q2: 211 shares; 2025Q3: 222,744 shares; 2025Q4: 215,495 shares; 2026Q1: 285,859 shares 285,859 $14.3M 0.08% +70,364 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: 130,839 shares; 2025Q1: 124,955 shares; 2025Q2: 119,586 shares; 2025Q3: 113,836 shares; 2025Q4: 113,923 shares; 2026Q1: 114,604 shares 114,604 $14.1M 0.08% +681 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,648 shares; 2024Q4: 60,787 shares; 2025Q1: 91,397 shares; 2025Q2: 97,400 shares; 2025Q3: 107,342 shares; 2025Q4: 115,115 shares; 2026Q1: 125,695 shares 125,695 $14M 0.08% +10,580 Timeline FNDA 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: 172,198 shares; 2024Q4: 342,214 shares; 2025Q1: 337,135 shares; 2025Q2: 321,995 shares; 2025Q3: 339,209 shares; 2025Q4: 387,376 shares; 2026Q1: 431,797 shares 431,797 $14M 0.08% +44,421 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: 99,555 shares; 2024Q4: 101,721 shares; 2025Q1: 97,422 shares; 2025Q2: 93,269 shares; 2025Q3: 89,965 shares; 2025Q4: 86,234 shares; 2026Q1: 86,483 shares 86,483 $14M 0.08% +249 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: 79,755 shares; 2024Q4: 93,638 shares; 2025Q1: 93,003 shares; 2025Q2: 95,674 shares; 2025Q3: 92,793 shares; 2025Q4: 94,834 shares; 2026Q1: 96,649 shares 96,649 $14M 0.08% +1,815 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: 141,024 shares; 2024Q4: 130,295 shares; 2025Q1: 128,588 shares; 2025Q2: 127,615 shares; 2025Q3: 133,428 shares; 2025Q4: 141,049 shares; 2026Q1: 148,811 shares 148,811 $14M 0.08% +7,762 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,402 shares; 2024Q4: 94,235 shares; 2025Q1: 98,158 shares; 2025Q2: 70,346 shares; 2025Q3: 76,381 shares; 2025Q4: 80,461 shares; 2026Q1: 81,832 shares 81,832 $13.8M 0.08% +1,371 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 185,091 shares; 2025Q1: 177,747 shares; 2025Q2: 208,812 shares; 2025Q3: 251,259 shares; 2025Q4: 295,894 shares; 2026Q1: 347,446 shares 347,446 $13.8M 0.08% +51,552 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: 11,605 shares; 2024Q4: 12,238 shares; 2025Q1: 11,745 shares; 2025Q2: 12,518 shares; 2025Q3: 15,117 shares; 2025Q4: 31,485 shares; 2026Q1: 32,070 shares 32,070 $13.6M 0.08% +585 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: 17,829 shares; 2024Q4: 51,933 shares; 2025Q1: 51,832 shares; 2025Q2: 52,967 shares; 2025Q3: 68,511 shares; 2025Q4: 71,818 shares; 2026Q1: 103,633 shares 103,633 $13.6M 0.08% +31,815 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: 116,686 shares; 2024Q4: 173,864 shares; 2025Q1: 169,602 shares; 2025Q2: 160,799 shares; 2025Q3: 176,502 shares; 2025Q4: 198,174 shares; 2026Q1: 223,761 shares 223,761 $13.6M 0.08% +25,587 Timeline MLPX 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: 183,474 shares; 2024Q4: 196,393 shares; 2025Q1: 197,701 shares; 2025Q2: 199,132 shares; 2025Q3: 196,900 shares; 2025Q4: 186,475 shares; 2026Q1: 183,296 shares 183,296 $13.6M 0.08% -3,179 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: 42,972 shares; 2024Q4: 45,140 shares; 2025Q1: 44,358 shares; 2025Q2: 44,642 shares; 2025Q3: 44,740 shares; 2025Q4: 44,750 shares; 2026Q1: 45,143 shares 45,143 $13.5M 0.08% +393 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: 12,026 shares; 2024Q4: 12,749 shares; 2025Q1: 13,486 shares; 2025Q2: 14,589 shares; 2025Q3: 23,584 shares; 2025Q4: 120,763 shares; 2026Q1: 128,778 shares 128,778 $13.5M 0.08% +8,015 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: 31,390 shares; 2024Q4: 55,400 shares; 2025Q1: 53,553 shares; 2025Q2: 55,220 shares; 2025Q3: 75,902 shares; 2025Q4: 71,031 shares; 2026Q1: 69,323 shares 69,323 $13.5M 0.08% -1,708 Timeline JCPI 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: 233,728 shares; 2025Q1: 241,579 shares; 2025Q2: 246,008 shares; 2025Q3: 253,242 shares; 2025Q4: 263,032 shares; 2026Q1: 278,068 shares 278,068 $13.5M 0.08% +15,036 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: 103,938 shares; 2024Q4: 445,902 shares; 2025Q1: 449,422 shares; 2025Q2: 437,763 shares; 2025Q3: 433,643 shares; 2025Q4: 454,010 shares; 2026Q1: 461,030 shares 461,030 $13.4M 0.08% +7,020 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,130 shares; 2024Q4: 248,596 shares; 2025Q1: 263,250 shares; 2025Q2: 260,968 shares; 2025Q3: 301,787 shares; 2025Q4: 341,076 shares; 2026Q1: 395,743 shares 395,743 $13.4M 0.08% +54,667 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,815 shares; 2024Q4: 37,867 shares; 2025Q1: 53,355 shares; 2025Q2: 52,724 shares; 2025Q3: 53,925 shares; 2025Q4: 52,914 shares; 2026Q1: 53,340 shares 53,340 $13.4M 0.08% +426 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 130 shares; 2025Q4: 251,512 shares; 2026Q1: 256,154 shares 256,154 $13.3M 0.08% +4,642 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: not reported; 2024Q4: 221,450 shares; 2025Q1: 340,532 shares; 2025Q2: 301,958 shares; 2025Q3: 631,694 shares; 2025Q4: 687,446 shares; 2026Q1: 719,883 shares 719,883 $13.2M 0.08% +32,437 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,270 shares; 2024Q4: 172,998 shares; 2025Q1: 170,270 shares; 2025Q2: 167,457 shares; 2025Q3: 163,724 shares; 2025Q4: 164,883 shares; 2026Q1: 161,446 shares 161,446 $13.2M 0.08% -3,437 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: 166,662 shares; 2024Q4: 238,997 shares; 2025Q1: 277,902 shares; 2025Q2: 255,257 shares; 2025Q3: 271,814 shares; 2025Q4: 310,607 shares; 2026Q1: 267,971 shares 267,971 $13.2M 0.08% -42,636 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 143 shares; 2025Q1: 212 shares; 2025Q2: 243 shares; 2025Q3: 293,718 shares; 2025Q4: 293,718 shares; 2026Q1: 293,787 shares 293,787 $13.2M 0.07% +69 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: 58,821 shares; 2024Q4: 60,984 shares; 2025Q1: 67,890 shares; 2025Q2: 68,956 shares; 2025Q3: 68,218 shares; 2025Q4: 61,545 shares; 2026Q1: 65,775 shares 65,775 $13M 0.07% +4,230 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: 17,008 shares; 2024Q4: 15,773 shares; 2025Q1: 14,477 shares; 2025Q2: 80,496 shares; 2025Q3: 28,952 shares; 2025Q4: 35,105 shares; 2026Q1: 38,564 shares 38,564 $13M 0.07% +3,459 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: 70,999 shares; 2024Q4: 78,544 shares; 2025Q1: 76,249 shares; 2025Q2: 79,110 shares; 2025Q3: 82,205 shares; 2025Q4: 92,160 shares; 2026Q1: 88,647 shares 88,647 $12.9M 0.07% -3,513 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: 757,521 shares; 2025Q1: 751,613 shares; 2025Q2: 805,038 shares; 2025Q3: 841,682 shares; 2025Q4: 872,048 shares; 2026Q1: 737,565 shares 737,565 $12.8M 0.07% -134,483 Timeline VLU 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: 63,899 shares; 2024Q4: 62,439 shares; 2025Q1: 61,144 shares; 2025Q2: 58,434 shares; 2025Q3: 58,972 shares; 2025Q4: 58,802 shares; 2026Q1: 57,824 shares 57,824 $12.4M 0.07% -978 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,936 shares; 2024Q4: 59,559 shares; 2025Q1: 57,298 shares; 2025Q2: 57,534 shares; 2025Q3: 59,208 shares; 2025Q4: 65,092 shares; 2026Q1: 67,434 shares 67,434 $12.4M 0.07% +2,342 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305,943 shares; 2024Q4: 324,317 shares; 2025Q1: 282,434 shares; 2025Q2: 276,154 shares; 2025Q3: 287,065 shares; 2025Q4: 292,761 shares; 2026Q1: 302,989 shares 302,989 $12.4M 0.07% +10,228 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: 87,305 shares; 2024Q4: 89,187 shares; 2025Q1: 85,245 shares; 2025Q2: 83,507 shares; 2025Q3: 84,450 shares; 2025Q4: 84,424 shares; 2026Q1: 81,582 shares 81,582 $12.4M 0.07% -2,842 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,089 shares; 2025Q1: 41,624 shares; 2025Q2: 41,177 shares; 2025Q3: 41,759 shares; 2025Q4: 42,723 shares; 2026Q1: 49,178 shares 49,178 $12.3M 0.07% +6,455 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: 81,873 shares; 2024Q4: 84,670 shares; 2025Q1: 85,035 shares; 2025Q2: 91,648 shares; 2025Q3: 94,199 shares; 2025Q4: 104,246 shares; 2026Q1: 110,707 shares 110,707 $12.3M 0.07% +6,461 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: 93,504 shares; 2024Q4: 135,814 shares; 2025Q1: 136,441 shares; 2025Q2: 135,380 shares; 2025Q3: 141,998 shares; 2025Q4: 176,934 shares; 2026Q1: 180,623 shares 180,623 $11.9M 0.07% +3,689 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: 697,658 shares; 2024Q4: 1,379,608 shares; 2025Q1: 1,374,459 shares; 2025Q2: 364,886 shares; 2025Q3: 393,049 shares; 2025Q4: 406,654 shares; 2026Q1: 420,692 shares 420,692 $11.8M 0.07% +14,038 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: 8,072 shares; 2024Q4: 8,937 shares; 2025Q1: 9,064 shares; 2025Q2: 8,869 shares; 2025Q3: 9,063 shares; 2025Q4: 11,972 shares; 2026Q1: 13,413 shares 13,413 $11.7M 0.07% +1,441 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,789 shares; 2024Q4: 21,745 shares; 2025Q1: 21,619 shares; 2025Q2: 39,931 shares; 2025Q3: 51,263 shares; 2025Q4: 52,278 shares; 2026Q1: 67,713 shares 67,713 $11.5M 0.07% +15,435 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: 120,341 shares; 2024Q4: 181,314 shares; 2025Q1: 224,086 shares; 2025Q2: 217,103 shares; 2025Q3: 215,962 shares; 2025Q4: 265,963 shares; 2026Q1: 258,608 shares 258,608 $11.4M 0.06% -7,355 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,928 shares; 2024Q4: 26,463 shares; 2025Q1: 26,323 shares; 2025Q2: 26,358 shares; 2025Q3: 25,660 shares; 2025Q4: 46,203 shares; 2026Q1: 45,762 shares 45,762 $11.4M 0.06% -441 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: 28,785 shares; 2024Q4: 31,026 shares; 2025Q1: 29,296 shares; 2025Q2: 29,558 shares; 2025Q3: 31,439 shares; 2025Q4: 33,801 shares; 2026Q1: 32,999 shares 32,999 $11.4M 0.06% -802 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,013 shares; 2024Q4: 85,540 shares; 2025Q1: 20,320 shares; 2025Q2: 19,117 shares; 2025Q3: 491,573 shares; 2025Q4: 455,359 shares; 2026Q1: 295,751 shares 295,751 $11.3M 0.06% -159,608 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,386 shares; 2024Q4: 2,405 shares; 2025Q1: 2,409 shares; 2025Q2: 3,079 shares; 2025Q3: 7,053 shares; 2025Q4: 49,245 shares; 2026Q1: 51,398 shares 51,398 $11.1M 0.06% +2,153 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: 192,165 shares; 2024Q4: 193,567 shares; 2025Q1: 181,533 shares; 2025Q2: 184,060 shares; 2025Q3: 175,902 shares; 2025Q4: 180,383 shares; 2026Q1: 194,565 shares 194,565 $11M 0.06% +14,182 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: 40,760 shares; 2024Q4: 41,029 shares; 2025Q1: 43,244 shares; 2025Q2: 43,890 shares; 2025Q3: 50,833 shares; 2025Q4: 50,798 shares; 2026Q1: 52,416 shares 52,416 $11M 0.06% +1,618 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: 39,088 shares; 2024Q4: 41,568 shares; 2025Q1: 36,551 shares; 2025Q2: 46,272 shares; 2025Q3: 52,493 shares; 2025Q4: 61,656 shares; 2026Q1: 74,170 shares 74,170 $10.8M 0.06% +12,514 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,545 shares; 2024Q4: 136,018 shares; 2025Q1: 148,329 shares; 2025Q2: 149,123 shares; 2025Q3: 145,903 shares; 2025Q4: 147,991 shares; 2026Q1: 151,148 shares 151,148 $10.8M 0.06% +3,157 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 13,279 shares; 2025Q1: 13,279 shares; 2025Q2: 15,409 shares; 2025Q3: 15,694 shares; 2025Q4: 302,791 shares; 2026Q1: 303,304 shares 303,304 $10.7M 0.06% +513 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: 58,506 shares; 2024Q4: 120,201 shares; 2025Q1: 121,508 shares; 2025Q2: 120,098 shares; 2025Q3: 122,715 shares; 2025Q4: 127,325 shares; 2026Q1: 122,922 shares 122,922 $10.7M 0.06% -4,403 Timeline FXL 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: 83,338 shares; 2024Q4: 78,320 shares; 2025Q1: 77,914 shares; 2025Q2: 76,150 shares; 2025Q3: 74,470 shares; 2025Q4: 67,769 shares; 2026Q1: 66,420 shares 66,420 $10.6M 0.06% -1,349 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: 13,461 shares; 2024Q4: 130,624 shares; 2025Q1: 133,671 shares; 2025Q2: 143,310 shares; 2025Q3: 143,618 shares; 2025Q4: 145,019 shares; 2026Q1: 143,832 shares 143,832 $10.5M 0.06% -1,187 Timeline NXTE INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267,835 shares; 2024Q4: 271,558 shares; 2025Q1: 272,972 shares; 2025Q2: 277,795 shares; 2025Q3: 275,512 shares; 2025Q4: 269,988 shares; 2026Q1: 268,200 shares 268,200 $10.5M 0.06% -1,788 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,204 shares; 2024Q4: 35,192 shares; 2025Q1: 35,250 shares; 2025Q2: 35,511 shares; 2025Q3: 39,275 shares; 2025Q4: 38,271 shares; 2026Q1: 38,377 shares 38,377 $10.5M 0.06% +106 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 756 shares; 2024Q4: 2,923 shares; 2025Q1: 2,886 shares; 2025Q2: 2,838 shares; 2025Q3: 2,891 shares; 2025Q4: 2,994 shares; 2026Q1: 3,089 shares 3,089 $10.4M 0.06% +95 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,785 shares; 2024Q4: 159,064 shares; 2025Q1: 161,446 shares; 2025Q2: 164,892 shares; 2025Q3: 173,137 shares; 2025Q4: 184,555 shares; 2026Q1: 188,339 shares 188,339 $10.4M 0.06% +3,784 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: not reported; 2024Q4: 87,385 shares; 2025Q1: 84,977 shares; 2025Q2: 99,682 shares; 2025Q3: 121,170 shares; 2025Q4: 193,401 shares; 2026Q1: 124,653 shares 124,653 $10.3M 0.06% -68,748 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: 50,213 shares; 2024Q4: 73,713 shares; 2025Q1: 74,274 shares; 2025Q2: 76,749 shares; 2025Q3: 150,707 shares; 2025Q4: 168,315 shares; 2026Q1: 197,620 shares 197,620 $10.3M 0.06% +29,305 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: 20,484 shares; 2024Q4: 46,125 shares; 2025Q1: 44,664 shares; 2025Q2: 47,861 shares; 2025Q3: 53,353 shares; 2025Q4: 53,363 shares; 2026Q1: 56,365 shares 56,365 $10.3M 0.06% +3,002 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222,358 shares; 2024Q4: 212,226 shares; 2025Q1: 217,306 shares; 2025Q2: 222,513 shares; 2025Q3: 247,665 shares; 2025Q4: 270,298 shares; 2026Q1: 306,263 shares 306,263 $10.2M 0.06% +35,965 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 609,201 shares; 2025Q1: 581,394 shares; 2025Q2: 812,895 shares; 2025Q3: 881,283 shares; 2025Q4: 919,286 shares; 2026Q1: 938,873 shares 938,873 $10.2M 0.06% +19,587 Timeline PBP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 277,098 shares; 2025Q1: 348,094 shares; 2025Q2: 423,165 shares; 2025Q3: 411,826 shares; 2025Q4: 437,374 shares; 2026Q1: 459,027 shares 459,027 $10.1M 0.06% +21,653 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: 20,917 shares; 2024Q4: 58,073 shares; 2025Q1: 56,373 shares; 2025Q2: 55,797 shares; 2025Q3: 55,434 shares; 2025Q4: 56,008 shares; 2026Q1: 55,418 shares 55,418 $10.1M 0.06% -590 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: 37,632 shares; 2024Q4: 44,802 shares; 2025Q1: 43,257 shares; 2025Q2: 56,694 shares; 2025Q3: 58,271 shares; 2025Q4: 62,211 shares; 2026Q1: 41,218 shares 41,218 $10M 0.06% -20,993 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 170,075 shares; 2025Q1: 175,124 shares; 2025Q2: 189,146 shares; 2025Q3: 194,945 shares; 2025Q4: 202,992 shares; 2026Q1: 209,408 shares 209,408 $10M 0.06% +6,416 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,041 shares; 2025Q1: 1,087 shares; 2025Q2: 1,113 shares; 2025Q3: 1,069 shares; 2025Q4: 63,112 shares; 2026Q1: 62,091 shares 62,091 $9.81M 0.06% -1,021 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333,040 shares; 2024Q4: 348,965 shares; 2025Q1: 336,044 shares; 2025Q2: 329,368 shares; 2025Q3: 328,844 shares; 2025Q4: 327,168 shares; 2026Q1: 323,322 shares 323,322 $9.76M 0.06% -3,846 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: 12,956 shares; 2024Q4: 13,703 shares; 2025Q1: 13,609 shares; 2025Q2: 14,313 shares; 2025Q3: 29,543 shares; 2025Q4: 31,301 shares; 2026Q1: 33,135 shares 33,135 $9.66M 0.05% +1,834 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,806 shares; 2024Q4: 49,274 shares; 2025Q1: 49,150 shares; 2025Q2: 48,118 shares; 2025Q3: 50,661 shares; 2025Q4: 52,454 shares; 2026Q1: 53,510 shares 53,510 $9.64M 0.05% +1,056 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,612 shares; 2024Q4: 68,389 shares; 2025Q1: 49,046 shares; 2025Q2: 49,678 shares; 2025Q3: 50,174 shares; 2025Q4: 48,954 shares; 2026Q1: 48,562 shares 48,562 $9.59M 0.05% -392 Timeline FFSM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 299,008 shares; 2025Q4: 298,133 shares; 2026Q1: 300,014 shares 300,014 $9.59M 0.05% +1,881 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,907 shares; 2024Q4: 36,288 shares; 2025Q1: 36,126 shares; 2025Q2: 35,707 shares; 2025Q3: 35,318 shares; 2025Q4: 35,568 shares; 2026Q1: 35,781 shares 35,781 $9.55M 0.05% +213 Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 228,054 shares; 2025Q4: 227,514 shares; 2026Q1: 241,826 shares 241,826 $9.53M 0.05% +14,312 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: 36,871 shares; 2024Q4: 43,193 shares; 2025Q1: 43,583 shares; 2025Q2: 44,975 shares; 2025Q3: 45,379 shares; 2025Q4: 46,098 shares; 2026Q1: 47,730 shares 47,730 $9.5M 0.05% +1,632 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: 235,880 shares; 2024Q4: 226,034 shares; 2025Q1: 221,822 shares; 2025Q2: 217,577 shares; 2025Q3: 218,598 shares; 2025Q4: 190,473 shares; 2026Q1: 185,826 shares 185,826 $9.44M 0.05% -4,647 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,814 shares; 2024Q4: 246,120 shares; 2025Q1: 246,911 shares; 2025Q2: 220,639 shares; 2025Q3: 221,644 shares; 2025Q4: 196,718 shares; 2026Q1: 194,802 shares 194,802 $9.44M 0.05% -1,916 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 351,277 shares; 2025Q1: 358,058 shares; 2025Q2: 331,837 shares; 2025Q3: 370,189 shares; 2025Q4: 379,116 shares; 2026Q1: 391,636 shares 391,636 $9.39M 0.05% +12,520 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,671 shares; 2025Q1: 27,951 shares; 2025Q2: 25,164 shares; 2025Q3: 23,641 shares; 2025Q4: 105,147 shares; 2026Q1: 92,987 shares 92,987 $9.35M 0.05% -12,160 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,154 shares; 2024Q4: 103,037 shares; 2025Q1: 100,784 shares; 2025Q2: 93,592 shares; 2025Q3: 84,354 shares; 2025Q4: 74,065 shares; 2026Q1: 78,883 shares 78,883 $9.32M 0.05% +4,818 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: 34,013 shares; 2024Q4: 34,748 shares; 2025Q1: 35,581 shares; 2025Q2: 34,346 shares; 2025Q3: 34,681 shares; 2025Q4: 48,322 shares; 2026Q1: 48,526 shares 48,526 $9.31M 0.05% +204 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: not reported; 2024Q4: 82,483 shares; 2025Q1: 80,136 shares; 2025Q2: 76,256 shares; 2025Q3: 73,785 shares; 2025Q4: 68,889 shares; 2026Q1: 78,290 shares 78,290 $9.29M 0.05% +9,401 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,173 shares; 2024Q4: 111,803 shares; 2025Q1: 108,358 shares; 2025Q2: 65,330 shares; 2025Q3: 21,017 shares; 2025Q4: 18,903 shares; 2026Q1: 23,323 shares 23,323 $9.28M 0.05% +4,420 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: 16,890 shares; 2024Q4: 77,864 shares; 2025Q1: 76,187 shares; 2025Q2: 76,548 shares; 2025Q3: 78,100 shares; 2025Q4: 77,260 shares; 2026Q1: 77,946 shares 77,946 $9.25M 0.05% +686 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: 64,798 shares; 2024Q4: 66,644 shares; 2025Q1: 70,925 shares; 2025Q2: 66,585 shares; 2025Q3: 65,515 shares; 2025Q4: 65,183 shares; 2026Q1: 63,006 shares 63,006 $9.19M 0.05% -2,177 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,344 shares; 2024Q4: 4,621 shares; 2025Q1: 5,467 shares; 2025Q2: 5,625 shares; 2025Q3: 6,519 shares; 2025Q4: 15,538 shares; 2026Q1: 29,233 shares 29,233 $9.18M 0.05% +13,695 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: 22,894 shares; 2024Q4: 50,636 shares; 2025Q1: 53,197 shares; 2025Q2: 54,785 shares; 2025Q3: 62,790 shares; 2025Q4: 61,594 shares; 2026Q1: 63,031 shares 63,031 $9.15M 0.05% +1,437 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,846 shares; 2024Q4: 28,468 shares; 2025Q1: 43,873 shares; 2025Q2: 50,736 shares; 2025Q3: 68,228 shares; 2025Q4: 106,053 shares; 2026Q1: 143,156 shares 143,156 $9.15M 0.05% +37,103 Timeline JSI 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: 35,290 shares; 2024Q4: 49,074 shares; 2025Q1: 61,951 shares; 2025Q2: 75,103 shares; 2025Q3: 104,629 shares; 2025Q4: 141,305 shares; 2026Q1: 176,965 shares 176,965 $9.12M 0.05% +35,660 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,638 shares; 2024Q4: 110,451 shares; 2025Q1: 109,284 shares; 2025Q2: 98,133 shares; 2025Q3: 99,986 shares; 2025Q4: 102,361 shares; 2026Q1: 67,226 shares 67,226 $9.11M 0.05% -35,135 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: not reported; 2024Q4: 46,362 shares; 2025Q1: 45,322 shares; 2025Q2: 45,028 shares; 2025Q3: 44,129 shares; 2025Q4: 43,139 shares; 2026Q1: 42,623 shares 42,623 $8.77M 0.05% -516 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: 10,291 shares; 2024Q4: 11,785 shares; 2025Q1: 12,357 shares; 2025Q2: 27,660 shares; 2025Q3: 169,840 shares; 2025Q4: 186,136 shares; 2026Q1: 187,781 shares 187,781 $8.71M 0.05% +1,645 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: 171,739 shares; 2025Q1: 169,764 shares; 2025Q2: 151,234 shares; 2025Q3: 146,728 shares; 2025Q4: 155,313 shares; 2026Q1: 166,602 shares 166,602 $8.69M 0.05% +11,289 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,085 shares; 2024Q4: 9,089 shares; 2025Q1: 9,176 shares; 2025Q2: 9,246 shares; 2025Q3: 9,375 shares; 2025Q4: 9,578 shares; 2026Q1: 9,707 shares 9,707 $8.69M 0.05% +129 Timeline FDEM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 266,509 shares; 2025Q4: 270,828 shares; 2026Q1: 273,796 shares 273,796 $8.65M 0.05% +2,968 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: 24,874 shares; 2024Q4: 28,978 shares; 2025Q1: 28,603 shares; 2025Q2: 29,067 shares; 2025Q3: 28,703 shares; 2025Q4: 27,757 shares; 2026Q1: 25,700 shares 25,700 $8.45M 0.05% -2,057 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,418 shares; 2024Q4: 88,410 shares; 2025Q1: 85,071 shares; 2025Q2: 87,400 shares; 2025Q3: 86,262 shares; 2025Q4: 85,660 shares; 2026Q1: 84,587 shares 84,587 $8.17M 0.05% -1,073 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: 38,650 shares; 2024Q4: 38,997 shares; 2025Q1: 38,212 shares; 2025Q2: 38,378 shares; 2025Q3: 39,903 shares; 2025Q4: 88,462 shares; 2026Q1: 88,164 shares 88,164 $8.09M 0.05% -298 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: 7,160 shares; 2024Q4: 15,699 shares; 2025Q1: 16,937 shares; 2025Q2: 17,594 shares; 2025Q3: 17,055 shares; 2025Q4: 15,828 shares; 2026Q1: 14,712 shares 14,712 $8.08M 0.05% -1,116 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 87,850 shares; 2026Q1: 95,309 shares 95,309 $7.98M 0.05% +7,459 Timeline DLS 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: 129,621 shares; 2024Q4: 120,258 shares; 2025Q1: 115,711 shares; 2025Q2: 113,605 shares; 2025Q3: 99,094 shares; 2025Q4: 97,253 shares; 2026Q1: 97,869 shares 97,869 $7.98M 0.05% +616 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 182 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 5,282 shares; 2025Q4: 66,087 shares; 2026Q1: 84,336 shares 84,336 $7.95M 0.05% +18,249 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: 15,965 shares; 2024Q4: 40,915 shares; 2025Q1: 42,859 shares; 2025Q2: 43,196 shares; 2025Q3: 43,270 shares; 2025Q4: 46,140 shares; 2026Q1: 59,781 shares 59,781 $7.84M 0.04% +13,641 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,072 shares; 2025Q1: 1,072 shares; 2025Q2: 1,072 shares; 2025Q3: 48,061 shares; 2025Q4: 55,765 shares; 2026Q1: 68,115 shares 68,115 $7.82M 0.04% +12,350 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,276 shares; 2024Q4: 6,372 shares; 2025Q1: 7,039 shares; 2025Q2: 6,882 shares; 2025Q3: 8,665 shares; 2025Q4: 65,705 shares; 2026Q1: 80,385 shares 80,385 $7.81M 0.04% +14,680 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,872 shares; 2025Q1: 58,601 shares; 2025Q2: 59,973 shares; 2025Q3: 284,088 shares; 2025Q4: 314,483 shares; 2026Q1: 335,833 shares 335,833 $7.8M 0.04% +21,350 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: not reported; 2024Q4: 94,203 shares; 2025Q1: 123,968 shares; 2025Q2: 182,155 shares; 2025Q3: 249,489 shares; 2025Q4: 339,011 shares; 2026Q1: 378,647 shares 378,647 $7.8M 0.04% +39,636 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: 121,355 shares; 2024Q4: 110,888 shares; 2025Q1: 102,863 shares; 2025Q2: 97,041 shares; 2025Q3: 95,776 shares; 2025Q4: 103,925 shares; 2026Q1: 103,492 shares 103,492 $7.78M 0.04% -433 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: 16,871 shares; 2024Q4: 16,321 shares; 2025Q1: 16,573 shares; 2025Q2: 20,271 shares; 2025Q3: 23,141 shares; 2025Q4: 30,984 shares; 2026Q1: 31,223 shares 31,223 $7.62M 0.04% +239 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: 39,629 shares; 2024Q4: 46,081 shares; 2025Q1: 49,444 shares; 2025Q2: 38,159 shares; 2025Q3: 36,576 shares; 2025Q4: 35,156 shares; 2026Q1: 40,598 shares 40,598 $7.58M 0.04% +5,442 Timeline FNDE 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: 106,133 shares; 2024Q4: 115,639 shares; 2025Q1: 119,322 shares; 2025Q2: 117,303 shares; 2025Q3: 132,625 shares; 2025Q4: 160,630 shares; 2026Q1: 197,226 shares 197,226 $7.55M 0.04% +36,596 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: 19,238 shares; 2024Q4: 19,759 shares; 2025Q1: 19,693 shares; 2025Q2: 20,167 shares; 2025Q3: 25,096 shares; 2025Q4: 27,616 shares; 2026Q1: 28,241 shares 28,241 $7.51M 0.04% +625 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: 8,286 shares; 2024Q4: 7,804 shares; 2025Q1: 7,751 shares; 2025Q2: 8,003 shares; 2025Q3: 30,041 shares; 2025Q4: 30,097 shares; 2026Q1: 30,310 shares 30,310 $7.49M 0.04% +213 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,795 shares; 2024Q4: 91,702 shares; 2025Q1: 97,866 shares; 2025Q2: 97,840 shares; 2025Q3: 123,925 shares; 2025Q4: 145,141 shares; 2026Q1: 185,969 shares 185,969 $7.47M 0.04% +40,828 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: 11,956 shares; 2024Q4: 36,329 shares; 2025Q1: 41,146 shares; 2025Q2: 43,965 shares; 2025Q3: 45,636 shares; 2025Q4: 50,707 shares; 2026Q1: 54,306 shares 54,306 $7.45M 0.04% +3,599 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: not reported; 2024Q4: 94,202 shares; 2025Q1: 101,836 shares; 2025Q2: 99,523 shares; 2025Q3: 115,406 shares; 2025Q4: 142,176 shares; 2026Q1: 149,194 shares 149,194 $7.44M 0.04% +7,018 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 249,042 shares; 2025Q1: 237,065 shares; 2025Q2: 226,302 shares; 2025Q3: 225,099 shares; 2025Q4: 223,927 shares; 2026Q1: 220,691 shares 220,691 $7.4M 0.04% -3,236 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: 11,193 shares; 2024Q4: 16,973 shares; 2025Q1: 16,983 shares; 2025Q2: 19,160 shares; 2025Q3: 20,452 shares; 2025Q4: 24,191 shares; 2026Q1: 22,619 shares 22,619 $7.4M 0.04% -1,572 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: 10,465 shares; 2024Q4: 17,355 shares; 2025Q1: 17,621 shares; 2025Q2: 18,077 shares; 2025Q3: 22,607 shares; 2025Q4: 31,744 shares; 2026Q1: 35,531 shares 35,531 $7.39M 0.04% +3,787 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,523 shares; 2024Q4: 28,722 shares; 2025Q1: 28,722 shares; 2025Q2: 28,761 shares; 2025Q3: 28,739 shares; 2025Q4: 29,231 shares; 2026Q1: 29,279 shares 29,279 $7.36M 0.04% +48 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: 55,154 shares; 2024Q4: 51,770 shares; 2025Q1: 46,490 shares; 2025Q2: 46,117 shares; 2025Q3: 77,334 shares; 2025Q4: 105,319 shares; 2026Q1: 101,894 shares 101,894 $7.32M 0.04% -3,425 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: 2,209 shares; 2024Q4: 1,919 shares; 2025Q1: 1,819 shares; 2025Q2: 1,961 shares; 2025Q3: 4,353 shares; 2025Q4: 15,655 shares; 2026Q1: 16,805 shares 16,805 $7.29M 0.04% +1,150 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: 156,969 shares; 2024Q4: 141,939 shares; 2025Q1: 131,221 shares; 2025Q2: 113,467 shares; 2025Q3: 134,681 shares; 2025Q4: 133,034 shares; 2026Q1: 136,404 shares 136,404 $7.2M 0.04% +3,370 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 908 shares; 2025Q1: 502 shares; 2025Q2: 4,344 shares; 2025Q3: 30,706 shares; 2025Q4: 66,354 shares; 2026Q1: 89,078 shares 89,078 $7.18M 0.04% +22,724 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,098 shares; 2024Q4: 28,264 shares; 2025Q1: 28,658 shares; 2025Q2: 29,562 shares; 2025Q3: 29,590 shares; 2025Q4: 30,582 shares; 2026Q1: 32,770 shares 32,770 $7.18M 0.04% +2,188 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: 19,178 shares; 2024Q4: 24,751 shares; 2025Q1: 23,864 shares; 2025Q2: 24,601 shares; 2025Q3: 32,073 shares; 2025Q4: 31,833 shares; 2026Q1: 29,839 shares 29,839 $7.14M 0.04% -1,994 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,608 shares; 2024Q4: 64,735 shares; 2025Q1: 85,927 shares; 2025Q2: 86,534 shares; 2025Q3: 89,317 shares; 2025Q4: 87,948 shares; 2026Q1: 88,480 shares 88,480 $7.09M 0.04% +532 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: 14,747 shares; 2024Q4: 21,611 shares; 2025Q1: 19,955 shares; 2025Q2: 28,718 shares; 2025Q3: 107,824 shares; 2025Q4: 123,873 shares; 2026Q1: 128,451 shares 128,451 $6.95M 0.04% +4,578 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: 37,519 shares; 2024Q4: 37,485 shares; 2025Q1: 30,607 shares; 2025Q2: 29,029 shares; 2025Q3: 29,244 shares; 2025Q4: 25,943 shares; 2026Q1: 23,918 shares 23,918 $6.95M 0.04% -2,025 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: 15,921 shares; 2024Q4: 73,206 shares; 2025Q1: 71,458 shares; 2025Q2: 74,111 shares; 2025Q3: 73,718 shares; 2025Q4: 74,669 shares; 2026Q1: 74,592 shares 74,592 $6.94M 0.04% -77 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,259 shares; 2024Q4: 50,621 shares; 2025Q1: 48,871 shares; 2025Q2: 50,046 shares; 2025Q3: 89,934 shares; 2025Q4: 93,618 shares; 2026Q1: 95,662 shares 95,662 $6.92M 0.04% +2,044 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: 12,757 shares; 2024Q4: 15,031 shares; 2025Q1: 14,611 shares; 2025Q2: 15,265 shares; 2025Q3: 16,890 shares; 2025Q4: 16,107 shares; 2026Q1: 16,009 shares 16,009 $6.92M 0.04% -98 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,251 shares; 2024Q4: 194,700 shares; 2025Q1: 212,806 shares; 2025Q2: 212,668 shares; 2025Q3: 212,789 shares; 2025Q4: 779,429 shares; 2026Q1: 743,937 shares 743,937 $6.79M 0.04% -35,492 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: 21,584 shares; 2024Q4: 67,549 shares; 2025Q1: 67,227 shares; 2025Q2: 64,742 shares; 2025Q3: 63,515 shares; 2025Q4: 56,369 shares; 2026Q1: 55,960 shares 55,960 $6.78M 0.04% -409 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: 9,557 shares; 2024Q4: 28,738 shares; 2025Q1: 35,121 shares; 2025Q2: 65,696 shares; 2025Q3: 80,925 shares; 2025Q4: 112,922 shares; 2026Q1: 175,822 shares 175,822 $6.76M 0.04% +62,900 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: 54,805 shares; 2024Q4: 62,170 shares; 2025Q1: 63,863 shares; 2025Q2: 63,259 shares; 2025Q3: 64,292 shares; 2025Q4: 63,572 shares; 2026Q1: 58,677 shares 58,677 $6.75M 0.04% -4,895 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,969 shares; 2024Q4: 30,116 shares; 2025Q1: 197,032 shares; 2025Q2: 162,986 shares; 2025Q3: 53,981 shares; 2025Q4: 48,891 shares; 2026Q1: 125,427 shares 125,427 $6.69M 0.04% +76,536 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: 14,211 shares; 2024Q4: 14,077 shares; 2025Q1: 13,706 shares; 2025Q2: 14,084 shares; 2025Q3: 28,501 shares; 2025Q4: 60,022 shares; 2026Q1: 60,845 shares 60,845 $6.68M 0.04% +823 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 522 shares; 2024Q4: 561 shares; 2025Q1: 566 shares; 2025Q2: 589 shares; 2025Q3: 574 shares; 2025Q4: 3,528 shares; 2026Q1: 3,466 shares 3,466 $6.63M 0.04% -62 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: 4,776 shares; 2024Q4: 7,943 shares; 2025Q1: 7,878 shares; 2025Q2: 7,761 shares; 2025Q3: 20,136 shares; 2025Q4: 19,454 shares; 2026Q1: 20,817 shares 20,817 $6.62M 0.04% +1,363 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: 21,730 shares; 2024Q4: 59,511 shares; 2025Q1: 59,681 shares; 2025Q2: 59,034 shares; 2025Q3: 59,487 shares; 2025Q4: 58,534 shares; 2026Q1: 59,614 shares 59,614 $6.54M 0.04% +1,080 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,648 shares; 2024Q4: 33,219 shares; 2025Q1: 33,357 shares; 2025Q2: 34,131 shares; 2025Q3: 34,079 shares; 2025Q4: 34,629 shares; 2026Q1: 34,884 shares 34,884 $6.51M 0.04% +255 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: not reported; 2024Q4: 34,993 shares; 2025Q1: 29,520 shares; 2025Q2: 27,971 shares; 2025Q3: 59,261 shares; 2025Q4: 54,180 shares; 2026Q1: 88,281 shares 88,281 $6.5M 0.04% +34,101 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,617 shares; 2024Q4: 30,922 shares; 2025Q1: 31,086 shares; 2025Q2: 31,378 shares; 2025Q3: 33,653 shares; 2025Q4: 34,099 shares; 2026Q1: 34,221 shares 34,221 $6.49M 0.04% +122 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: 46,648 shares; 2024Q4: 50,693 shares; 2025Q1: 50,482 shares; 2025Q2: 50,386 shares; 2025Q3: 50,521 shares; 2025Q4: 50,459 shares; 2026Q1: 57,242 shares 57,242 $6.49M 0.04% +6,783 Timeline PJAN 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: 74,579 shares; 2024Q4: 73,040 shares; 2025Q1: 179,540 shares; 2025Q2: 130,111 shares; 2025Q3: 75,607 shares; 2025Q4: 62,722 shares; 2026Q1: 140,634 shares 140,634 $6.49M 0.04% +77,912 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,868 shares; 2024Q4: 22,008 shares; 2025Q1: 21,878 shares; 2025Q2: 21,956 shares; 2025Q3: 15,253 shares; 2025Q4: 19,071 shares; 2026Q1: 17,954 shares 17,954 $6.44M 0.04% -1,117 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,344 shares; 2024Q4: 48,053 shares; 2025Q1: 66,681 shares; 2025Q2: 70,887 shares; 2025Q3: 131,342 shares; 2025Q4: 162,769 shares; 2026Q1: 161,074 shares 161,074 $6.35M 0.04% -1,695 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: 51,206 shares; 2024Q4: 50,533 shares; 2025Q1: 30,626 shares; 2025Q2: 31,051 shares; 2025Q3: 29,527 shares; 2025Q4: 28,266 shares; 2026Q1: 33,400 shares 33,400 $6.33M 0.04% +5,134 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,992 shares; 2024Q4: 21,866 shares; 2025Q1: 22,469 shares; 2025Q2: 21,306 shares; 2025Q3: 22,247 shares; 2025Q4: 22,086 shares; 2026Q1: 21,926 shares 21,926 $6.29M 0.04% -160 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: 6,729 shares; 2024Q4: 5,959 shares; 2025Q1: 4,616 shares; 2025Q2: 10,749 shares; 2025Q3: 39,689 shares; 2025Q4: 49,099 shares; 2026Q1: 49,624 shares 49,624 $6.27M 0.04% +525 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,252 shares; 2024Q4: 122,145 shares; 2025Q1: 121,319 shares; 2025Q2: 121,342 shares; 2025Q3: 130,150 shares; 2025Q4: 129,539 shares; 2026Q1: 139,543 shares 139,543 $6.2M 0.04% +10,004 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: 24,440 shares; 2024Q4: 26,302 shares; 2025Q1: 25,513 shares; 2025Q2: 28,665 shares; 2025Q3: 42,314 shares; 2025Q4: 44,281 shares; 2026Q1: 44,349 shares 44,349 $6.18M 0.04% +68 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 32,644 shares; 2026Q1: 37,769 shares 37,769 $6.18M 0.04% +5,125 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,158 shares; 2024Q4: 189,912 shares; 2025Q1: 188,311 shares; 2025Q2: 187,883 shares; 2025Q3: 184,639 shares; 2025Q4: 173,475 shares; 2026Q1: 171,537 shares 171,537 $5.93M 0.03% -1,938 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: 8,891 shares; 2024Q4: 14,721 shares; 2025Q1: 13,710 shares; 2025Q2: 13,820 shares; 2025Q3: 13,930 shares; 2025Q4: 16,191 shares; 2026Q1: 17,184 shares 17,184 $5.9M 0.03% +993 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: 23,766 shares; 2024Q4: 25,498 shares; 2025Q1: 29,654 shares; 2025Q2: 23,531 shares; 2025Q3: 23,955 shares; 2025Q4: 49,647 shares; 2026Q1: 53,785 shares 53,785 $5.86M 0.03% +4,138 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: 17,589 shares; 2024Q4: 24,061 shares; 2025Q1: 22,468 shares; 2025Q2: 24,493 shares; 2025Q3: 29,788 shares; 2025Q4: 38,185 shares; 2026Q1: 38,371 shares 38,371 $5.86M 0.03% +186 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,511 shares; 2024Q4: 76,965 shares; 2025Q1: 76,659 shares; 2025Q2: 76,538 shares; 2025Q3: 75,843 shares; 2025Q4: 65,967 shares; 2026Q1: 72,242 shares 72,242 $5.84M 0.03% +6,275 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: 8,267 shares; 2024Q4: 10,678 shares; 2025Q1: 10,763 shares; 2025Q2: 11,405 shares; 2025Q3: 22,283 shares; 2025Q4: 22,552 shares; 2026Q1: 22,355 shares 22,355 $5.82M 0.03% -197 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: 495,381 shares; 2024Q4: 789,273 shares; 2025Q1: 781,041 shares; 2025Q2: 732,867 shares; 2025Q3: 668,432 shares; 2025Q4: 650,489 shares; 2026Q1: 525,555 shares 525,555 $5.81M 0.03% -124,934 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: 26,075 shares; 2024Q4: 45,777 shares; 2025Q1: 45,406 shares; 2025Q2: 45,845 shares; 2025Q3: 48,974 shares; 2025Q4: 67,050 shares; 2026Q1: 67,659 shares 67,659 $5.77M 0.03% +609 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,436 shares; 2024Q4: 138,318 shares; 2025Q1: 118,633 shares; 2025Q2: 110,807 shares; 2025Q3: 105,898 shares; 2025Q4: 104,332 shares; 2026Q1: 96,322 shares 96,322 $5.74M 0.03% -8,010 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: 45,786 shares; 2024Q4: 46,464 shares; 2025Q1: 45,685 shares; 2025Q2: 47,677 shares; 2025Q3: 67,574 shares; 2025Q4: 71,358 shares; 2026Q1: 80,095 shares 80,095 $5.66M 0.03% +8,737 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,636 shares; 2024Q4: 130,960 shares; 2025Q1: 130,965 shares; 2025Q2: 140,511 shares; 2025Q3: 144,063 shares; 2025Q4: 143,665 shares; 2026Q1: 143,671 shares 143,671 $5.58M 0.03% +6 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 189,180 shares; 2025Q4: 183,362 shares; 2026Q1: 182,837 shares 182,837 $5.53M 0.03% -525 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,023 shares; 2024Q4: 63,496 shares; 2025Q1: 63,254 shares; 2025Q2: 59,659 shares; 2025Q3: 63,308 shares; 2025Q4: 87,840 shares; 2026Q1: 115,995 shares 115,995 $5.49M 0.03% +28,155 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: 22,927 shares; 2024Q4: 26,112 shares; 2025Q1: 25,457 shares; 2025Q2: 25,399 shares; 2025Q3: 24,838 shares; 2025Q4: 26,576 shares; 2026Q1: 27,630 shares 27,630 $5.46M 0.03% +1,054 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,534 shares; 2024Q4: 34,991 shares; 2025Q1: 34,564 shares; 2025Q2: 33,816 shares; 2025Q3: 37,103 shares; 2025Q4: 50,094 shares; 2026Q1: 51,514 shares 51,514 $5.46M 0.03% +1,420 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,633 shares; 2024Q4: 26,871 shares; 2025Q1: 27,109 shares; 2025Q2: 27,571 shares; 2025Q3: 28,366 shares; 2025Q4: 30,764 shares; 2026Q1: 33,395 shares 33,395 $5.46M 0.03% +2,631 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,541 shares; 2024Q4: 114,086 shares; 2025Q1: 110,932 shares; 2025Q2: 114,399 shares; 2025Q3: 119,293 shares; 2025Q4: 143,243 shares; 2026Q1: 160,865 shares 160,865 $5.39M 0.03% +17,622 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: 6,325 shares; 2024Q4: 7,972 shares; 2025Q1: 8,002 shares; 2025Q2: 7,857 shares; 2025Q3: 7,537 shares; 2025Q4: 8,713 shares; 2026Q1: 10,024 shares 10,024 $5.39M 0.03% +1,311 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: 12,415 shares; 2024Q4: 13,047 shares; 2025Q1: 13,363 shares; 2025Q2: 13,742 shares; 2025Q3: 6,612 shares; 2025Q4: 7,851 shares; 2026Q1: 12,884 shares 12,884 $5.37M 0.03% +5,033 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: 23,980 shares; 2024Q4: 37,292 shares; 2025Q1: 37,181 shares; 2025Q2: 41,193 shares; 2025Q3: 39,339 shares; 2025Q4: 41,040 shares; 2026Q1: 40,976 shares 40,976 $5.37M 0.03% -64 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: 6,260 shares; 2024Q4: 6,812 shares; 2025Q1: 6,757 shares; 2025Q2: 6,687 shares; 2025Q3: 6,937 shares; 2025Q4: 7,125 shares; 2026Q1: 7,861 shares 7,861 $5.36M 0.03% +736 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,519 shares; 2024Q4: 36,557 shares; 2025Q1: 36,331 shares; 2025Q2: 36,625 shares; 2025Q3: 32,998 shares; 2025Q4: 34,315 shares; 2026Q1: 34,015 shares 34,015 $5.35M 0.03% -300 Timeline RSBA TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 161,909 shares; 2026Q1: 257,757 shares 257,757 $5.35M 0.03% +95,848 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: 70,692 shares; 2024Q4: 66,532 shares; 2025Q1: 59,574 shares; 2025Q2: 58,330 shares; 2025Q3: 54,165 shares; 2025Q4: 53,127 shares; 2026Q1: 59,691 shares 59,691 $5.35M 0.03% +6,564 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,752 shares; 2024Q4: 4,165 shares; 2025Q1: 4,328 shares; 2025Q2: 4,762 shares; 2025Q3: 5,975 shares; 2025Q4: 24,433 shares; 2026Q1: 25,453 shares 25,453 $5.31M 0.03% +1,020 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: not reported; 2024Q4: 33,876 shares; 2025Q1: 62,125 shares; 2025Q2: 63,637 shares; 2025Q3: 91,465 shares; 2025Q4: 87,701 shares; 2026Q1: 77,593 shares 77,593 $5.29M 0.03% -10,108 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,308 shares; 2024Q4: 88,995 shares; 2025Q1: 85,252 shares; 2025Q2: 85,559 shares; 2025Q3: 85,233 shares; 2025Q4: 105,216 shares; 2026Q1: 106,355 shares 106,355 $5.25M 0.03% +1,139 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: 37,944 shares; 2024Q4: 41,429 shares; 2025Q1: 43,567 shares; 2025Q2: 40,850 shares; 2025Q3: 134,225 shares; 2025Q4: 108,220 shares; 2026Q1: 109,489 shares 109,489 $5.2M 0.03% +1,269 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,741 shares; 2025Q1: 49,003 shares; 2025Q2: 43,733 shares; 2025Q3: 58,401 shares; 2025Q4: 56,333 shares; 2026Q1: 46,591 shares 46,591 $5.14M 0.03% -9,742 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,236 shares; 2024Q4: 138,112 shares; 2025Q1: 137,028 shares; 2025Q2: 158,309 shares; 2025Q3: 155,361 shares; 2025Q4: 157,923 shares; 2026Q1: 155,720 shares 155,720 $5.13M 0.03% -2,203 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: 38,421 shares; 2024Q4: 38,499 shares; 2025Q1: 38,056 shares; 2025Q2: 37,842 shares; 2025Q3: 38,081 shares; 2025Q4: 40,615 shares; 2026Q1: 36,991 shares 36,991 $5.12M 0.03% -3,624 Timeline NOCT 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: 4,411 shares; 2024Q4: 5,871 shares; 2025Q1: 9,917 shares; 2025Q2: 9,010 shares; 2025Q3: 20,767 shares; 2025Q4: 167,230 shares; 2026Q1: 89,870 shares 89,870 $5.07M 0.03% -77,360 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 924 shares; 2024Q4: 735 shares; 2025Q1: 15,906 shares; 2025Q2: 22,317 shares; 2025Q3: 25,700 shares; 2025Q4: 27,316 shares; 2026Q1: 29,649 shares 29,649 $5.06M 0.03% +2,333 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,584 shares; 2024Q4: 240,455 shares; 2025Q1: 187,273 shares; 2025Q2: 185,248 shares; 2025Q3: 197,963 shares; 2025Q4: 181,765 shares; 2026Q1: 174,908 shares 174,908 $5.02M 0.03% -6,857 Timeline SMMU 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: 78,073 shares; 2025Q1: 84,534 shares; 2025Q2: 90,908 shares; 2025Q3: 90,789 shares; 2025Q4: 96,778 shares; 2026Q1: 98,816 shares 98,816 $4.99M 0.03% +2,038 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,296 shares; 2025Q1: 19,668 shares; 2025Q2: 16,998 shares; 2025Q3: 37,428 shares; 2025Q4: 56,842 shares; 2026Q1: 60,173 shares 60,173 $4.98M 0.03% +3,331 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: 12,174 shares; 2024Q4: 14,814 shares; 2025Q1: 14,940 shares; 2025Q2: 15,446 shares; 2025Q3: 16,016 shares; 2025Q4: 17,580 shares; 2026Q1: 17,767 shares 17,767 $4.96M 0.03% +187 Timeline IYY ISHARES 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: 290 shares; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 32,765 shares; 2026Q1: 31,291 shares 31,291 $4.96M 0.03% -1,474 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: not reported; 2024Q4: 171,101 shares; 2025Q1: 164,455 shares; 2025Q2: 165,330 shares; 2025Q3: 166,730 shares; 2025Q4: 170,497 shares; 2026Q1: 215,696 shares 215,696 $4.94M 0.03% +45,199 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: 1,523 shares; 2024Q4: 18,817 shares; 2025Q1: 18,676 shares; 2025Q2: 21,406 shares; 2025Q3: 21,105 shares; 2025Q4: 21,117 shares; 2026Q1: 23,304 shares 23,304 $4.94M 0.03% +2,187 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: 3,781 shares; 2024Q4: 3,211 shares; 2025Q1: 893 shares; 2025Q2: 1,007 shares; 2025Q3: 1,028 shares; 2025Q4: 5,483 shares; 2026Q1: 6,357 shares 6,357 $4.91M 0.03% +874 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,751 shares; 2024Q4: 25,941 shares; 2025Q1: 35,883 shares; 2025Q2: 35,693 shares; 2025Q3: 35,228 shares; 2025Q4: 46,276 shares; 2026Q1: 47,448 shares 47,448 $4.9M 0.03% +1,172 Timeline COPX 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: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 8,315 shares; 2025Q4: 62,463 shares; 2026Q1: 63,765 shares 63,765 $4.87M 0.03% +1,302 Timeline RYZ RYERSON HLDG CORP More: the full row for RYERSON HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 1,100 shares; 2025Q4: 900 shares; 2026Q1: 216,179 shares 216,179 $4.86M 0.03% +215,279 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,690 shares; 2024Q4: 179,661 shares; 2025Q1: 175,582 shares; 2025Q2: 175,582 shares; 2025Q3: 178,832 shares; 2025Q4: 178,866 shares; 2026Q1: 221,457 shares 221,457 $4.86M 0.03% +42,591 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,207 shares; 2024Q4: 6,239 shares; 2025Q1: 6,625 shares; 2025Q2: 38,620 shares; 2025Q3: 36,783 shares; 2025Q4: 37,019 shares; 2026Q1: 37,960 shares 37,960 $4.85M 0.03% +941 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: 152,848 shares; 2024Q4: 103,220 shares; 2025Q1: 80,072 shares; 2025Q2: 61,198 shares; 2025Q3: 143,797 shares; 2025Q4: 135,475 shares; 2026Q1: 111,461 shares 111,461 $4.8M 0.03% -24,014 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,926 shares; 2024Q4: 16,903 shares; 2025Q1: 16,877 shares; 2025Q2: 17,268 shares; 2025Q3: 16,960 shares; 2025Q4: 16,955 shares; 2026Q1: 17,121 shares 17,121 $4.76M 0.03% +166 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,168 shares; 2026Q1: 62,536 shares 62,536 $4.75M 0.03% +16,368 Timeline NMAR 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: 5,104 shares; 2025Q3: 4,159 shares; 2025Q4: 4,159 shares; 2026Q1: 160,075 shares 160,075 $4.7M 0.03% +155,916 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,421 shares; 2024Q4: 135,438 shares; 2025Q1: 135,493 shares; 2025Q2: 129,884 shares; 2025Q3: 132,484 shares; 2025Q4: 136,117 shares; 2026Q1: 130,105 shares 130,105 $4.7M 0.03% -6,012 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,145 shares; 2024Q4: 14,513 shares; 2025Q1: 15,032 shares; 2025Q2: 15,397 shares; 2025Q3: 15,997 shares; 2025Q4: 16,642 shares; 2026Q1: 17,216 shares 17,216 $4.66M 0.03% +574 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,998 shares; 2024Q4: 109,777 shares; 2025Q1: 109,777 shares; 2025Q2: 107,879 shares; 2025Q3: 108,275 shares; 2025Q4: 108,786 shares; 2026Q1: 109,993 shares 109,993 $4.65M 0.03% +1,207 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,367 shares; 2024Q4: 25,460 shares; 2025Q1: 23,338 shares; 2025Q2: 23,180 shares; 2025Q3: 22,218 shares; 2025Q4: 21,422 shares; 2026Q1: 20,118 shares 20,118 $4.64M 0.03% -1,304 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,601 shares; 2024Q4: 47,707 shares; 2025Q1: 49,600 shares; 2025Q2: 49,720 shares; 2025Q3: 47,830 shares; 2025Q4: 48,120 shares; 2026Q1: 48,135 shares 48,135 $4.63M 0.03% +15 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,085 shares; 2025Q1: 38,120 shares; 2025Q2: 33,887 shares; 2025Q3: 38,172 shares; 2025Q4: 36,084 shares; 2026Q1: 58,806 shares 58,806 $4.61M 0.03% +22,722 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,339 shares; 2025Q1: 2,192 shares; 2025Q2: 59,098 shares; 2025Q3: 60,150 shares; 2025Q4: 60,039 shares; 2026Q1: 60,132 shares 60,132 $4.59M 0.03% +93 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 576 shares; 2025Q1: 537 shares; 2025Q2: 535 shares; 2025Q3: 543 shares; 2025Q4: 708 shares; 2026Q1: 696 shares 696 $4.59M 0.03% -12 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: not reported; 2024Q4: 25,629 shares; 2025Q1: 97,644 shares; 2025Q2: 101,578 shares; 2025Q3: 101,105 shares; 2025Q4: 99,565 shares; 2026Q1: 90,788 shares 90,788 $4.57M 0.03% -8,777 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,573 shares; 2024Q4: 6,802 shares; 2025Q1: 6,993 shares; 2025Q2: 51,067 shares; 2025Q3: 58,012 shares; 2025Q4: 64,103 shares; 2026Q1: 74,391 shares 74,391 $4.54M 0.03% +10,288 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: 32,921 shares; 2024Q4: 28,053 shares; 2025Q1: 28,099 shares; 2025Q2: 28,227 shares; 2025Q3: 30,214 shares; 2025Q4: 29,878 shares; 2026Q1: 35,795 shares 35,795 $4.52M 0.03% +5,917 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,396 shares; 2024Q4: 98,564 shares; 2025Q1: 97,384 shares; 2025Q2: 96,384 shares; 2025Q3: 97,336 shares; 2025Q4: 94,199 shares; 2026Q1: 97,062 shares 97,062 $4.51M 0.03% +2,863 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,934 shares; 2024Q4: 59,218 shares; 2025Q1: 56,353 shares; 2025Q2: 55,156 shares; 2025Q3: 52,960 shares; 2025Q4: 49,987 shares; 2026Q1: 48,265 shares 48,265 $4.48M 0.03% -1,722 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,886 shares; 2024Q4: 33,891 shares; 2025Q1: 33,130 shares; 2025Q2: 33,629 shares; 2025Q3: 33,068 shares; 2025Q4: 35,495 shares; 2026Q1: 27,485 shares 27,485 $4.47M 0.03% -8,010 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: 56,128 shares; 2024Q4: 60,833 shares; 2025Q1: 55,246 shares; 2025Q2: 55,356 shares; 2025Q3: 53,212 shares; 2025Q4: 49,064 shares; 2026Q1: 49,390 shares 49,390 $4.46M 0.03% +326 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,875 shares; 2024Q4: 16,312 shares; 2025Q1: 15,511 shares; 2025Q2: 15,665 shares; 2025Q3: 15,511 shares; 2025Q4: 15,609 shares; 2026Q1: 16,772 shares 16,772 $4.45M 0.03% +1,163 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: not reported; 2024Q4: 10,785 shares; 2025Q1: 11,280 shares; 2025Q2: 12,724 shares; 2025Q3: 26,538 shares; 2025Q4: 31,730 shares; 2026Q1: 39,529 shares 39,529 $4.36M 0.02% +7,799 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: 5,801 shares; 2024Q4: 5,801 shares; 2025Q1: 5,805 shares; 2025Q2: 7,702 shares; 2025Q3: 7,834 shares; 2025Q4: 11,169 shares; 2026Q1: 11,760 shares 11,760 $4.36M 0.02% +591 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: 3,966 shares; 2024Q4: 4,043 shares; 2025Q1: 4,023 shares; 2025Q2: 4,099 shares; 2025Q3: 4,883 shares; 2025Q4: 5,079 shares; 2026Q1: 5,016 shares 5,016 $4.34M 0.02% -63 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 503 shares; 2025Q1: 600 shares; 2025Q2: 574 shares; 2025Q3: 3,463 shares; 2025Q4: 52,560 shares; 2026Q1: 53,987 shares 53,987 $4.24M 0.02% +1,427 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: 9,009 shares; 2024Q4: 8,921 shares; 2025Q1: 9,116 shares; 2025Q2: 9,264 shares; 2025Q3: 14,124 shares; 2025Q4: 14,372 shares; 2026Q1: 15,832 shares 15,832 $4.22M 0.02% +1,460 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,812 shares; 2024Q4: 35,480 shares; 2025Q1: 35,220 shares; 2025Q2: 32,625 shares; 2025Q3: 26,960 shares; 2025Q4: 26,442 shares; 2026Q1: 26,837 shares 26,837 $4.22M 0.02% +395 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: 45,269 shares; 2024Q4: 63,214 shares; 2025Q1: 56,417 shares; 2025Q2: 55,535 shares; 2025Q3: 43,251 shares; 2025Q4: 110,831 shares; 2026Q1: 103,258 shares 103,258 $4.22M 0.02% -7,573 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,811 shares; 2024Q4: 2,639 shares; 2025Q1: 2,739 shares; 2025Q2: 2,710 shares; 2025Q3: 2,854 shares; 2025Q4: 4,083 shares; 2026Q1: 4,243 shares 4,243 $4.16M 0.02% +160 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,289 shares; 2024Q4: 102,142 shares; 2025Q1: 102,720 shares; 2025Q2: 83,431 shares; 2025Q3: 83,504 shares; 2025Q4: 66,027 shares; 2026Q1: 66,390 shares 66,390 $4.15M 0.02% +363 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: 4,995 shares; 2024Q4: 5,503 shares; 2025Q1: 5,426 shares; 2025Q2: 7,334 shares; 2025Q3: 9,311 shares; 2025Q4: 7,983 shares; 2026Q1: 9,323 shares 9,323 $4.14M 0.02% +1,340 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: 6,098 shares; 2024Q4: 6,588 shares; 2025Q1: 7,326 shares; 2025Q2: 6,346 shares; 2025Q3: 7,102 shares; 2025Q4: 8,979 shares; 2026Q1: 8,879 shares 8,879 $4.11M 0.02% -100 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,877 shares; 2024Q4: 124,813 shares; 2025Q1: 122,562 shares; 2025Q2: 61,558 shares; 2025Q3: 60,623 shares; 2025Q4: 58,154 shares; 2026Q1: 52,877 shares 52,877 $4.08M 0.02% -5,277 Timeline SCHY 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: 103,162 shares; 2024Q4: 143,681 shares; 2025Q1: 130,292 shares; 2025Q2: 127,941 shares; 2025Q3: 127,844 shares; 2025Q4: 126,446 shares; 2026Q1: 128,668 shares 128,668 $4.07M 0.02% +2,222 Timeline JMSB JOHN MARSHALL BANCORP INC More: the full row for JOHN MARSHALL BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,542 shares; 2024Q4: 219,358 shares; 2025Q1: 222,976 shares; 2025Q2: 222,976 shares; 2025Q3: 198,111 shares; 2025Q4: 198,114 shares; 2026Q1: 198,116 shares 198,116 $4.02M 0.02% +2 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,210 shares; 2024Q4: 21,230 shares; 2025Q1: 19,250 shares; 2025Q2: 57,601 shares; 2025Q3: 65,629 shares; 2025Q4: 65,366 shares; 2026Q1: 67,448 shares 67,448 $3.99M 0.02% +2,082 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,831 shares; 2024Q4: 7,000 shares; 2025Q1: 7,009 shares; 2025Q2: 7,600 shares; 2025Q3: 6,985 shares; 2025Q4: 10,760 shares; 2026Q1: 13,174 shares 13,174 $3.98M 0.02% +2,414 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,970 shares; 2025Q1: 1,956 shares; 2025Q2: 2,570 shares; 2025Q3: 57,834 shares; 2025Q4: 55,252 shares; 2026Q1: 54,327 shares 54,327 $3.97M 0.02% -925 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,638 shares; 2024Q4: 2,708 shares; 2025Q1: 2,272 shares; 2025Q2: 2,484 shares; 2025Q3: 3,064 shares; 2025Q4: 28,272 shares; 2026Q1: 27,682 shares 27,682 $3.95M 0.02% -590 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,976 shares; 2024Q4: 13,045 shares; 2025Q1: 13,558 shares; 2025Q2: 13,755 shares; 2025Q3: 18,403 shares; 2025Q4: 17,180 shares; 2026Q1: 18,447 shares 18,447 $3.95M 0.02% +1,267 Timeline BSCY 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: 139,518 shares; 2025Q1: 134,702 shares; 2025Q2: 123,714 shares; 2025Q3: 125,548 shares; 2025Q4: 139,645 shares; 2026Q1: 189,833 shares 189,833 $3.93M 0.02% +50,188 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,823 shares; 2024Q4: 104,483 shares; 2025Q1: 90,323 shares; 2025Q2: 89,441 shares; 2025Q3: 85,626 shares; 2025Q4: 84,582 shares; 2026Q1: 84,762 shares 84,762 $3.89M 0.02% +180 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: 14,775 shares; 2024Q4: 12,865 shares; 2025Q1: 13,068 shares; 2025Q2: 18,640 shares; 2025Q3: 39,555 shares; 2025Q4: 47,142 shares; 2026Q1: 54,015 shares 54,015 $3.89M 0.02% +6,873 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,817 shares; 2024Q4: 41,012 shares; 2025Q1: 51,594 shares; 2025Q2: 48,527 shares; 2025Q3: 53,665 shares; 2025Q4: 102,825 shares; 2026Q1: 109,147 shares 109,147 $3.88M 0.02% +6,322 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59 shares; 2025Q3: 59 shares; 2025Q4: 28,067 shares; 2026Q1: 34,082 shares 34,082 $3.78M 0.02% +6,015 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: 8,727 shares; 2024Q4: 32,189 shares; 2025Q1: 33,058 shares; 2025Q2: 31,208 shares; 2025Q3: 31,866 shares; 2025Q4: 32,219 shares; 2026Q1: 31,246 shares 31,246 $3.77M 0.02% -973 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: 25,465 shares; 2024Q4: 38,134 shares; 2025Q1: 39,767 shares; 2025Q2: 40,063 shares; 2025Q3: 39,994 shares; 2025Q4: 39,899 shares; 2026Q1: 40,192 shares 40,192 $3.77M 0.02% +293 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 181 shares; 2025Q1: 166 shares; 2025Q2: 185 shares; 2025Q3: 8,215 shares; 2025Q4: 9,631 shares; 2026Q1: 11,482 shares 11,482 $3.75M 0.02% +1,851 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: not reported; 2024Q4: 7,401 shares; 2025Q1: 6,714 shares; 2025Q2: 6,742 shares; 2025Q3: 42,526 shares; 2025Q4: 41,604 shares; 2026Q1: 40,920 shares 40,920 $3.75M 0.02% -684 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: not reported; 2024Q4: 44,331 shares; 2025Q1: 41,456 shares; 2025Q2: 21,574 shares; 2025Q3: 20,190 shares; 2025Q4: 34,226 shares; 2026Q1: 35,195 shares 35,195 $3.74M 0.02% +969 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: 23,587 shares; 2024Q4: 25,085 shares; 2025Q1: 24,323 shares; 2025Q2: 24,193 shares; 2025Q3: 27,958 shares; 2025Q4: 29,243 shares; 2026Q1: 28,183 shares 28,183 $3.73M 0.02% -1,060 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,605 shares; 2024Q4: 28,965 shares; 2025Q1: 28,811 shares; 2025Q2: 26,776 shares; 2025Q3: 41,476 shares; 2025Q4: 41,389 shares; 2026Q1: 40,624 shares 40,624 $3.71M 0.02% -765 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,479 shares; 2024Q4: 9,799 shares; 2025Q1: 9,749 shares; 2025Q2: 10,157 shares; 2025Q3: 49,674 shares; 2025Q4: 50,197 shares; 2026Q1: 52,014 shares 52,014 $3.71M 0.02% +1,817 Timeline POCT 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: 31,704 shares; 2024Q4: 221,977 shares; 2025Q1: 59,840 shares; 2025Q2: 24,025 shares; 2025Q3: 39,668 shares; 2025Q4: 165,010 shares; 2026Q1: 85,585 shares 85,585 $3.69M 0.02% -79,425 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,685 shares; 2025Q1: 4,744 shares; 2025Q2: 3,308 shares; 2025Q3: 79,973 shares; 2025Q4: 131,882 shares; 2026Q1: 137,007 shares 137,007 $3.69M 0.02% +5,125 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,144 shares; 2024Q4: 46,660 shares; 2025Q1: 45,811 shares; 2025Q2: 47,373 shares; 2025Q3: 61,905 shares; 2025Q4: 65,341 shares; 2026Q1: 65,093 shares 65,093 $3.67M 0.02% -248 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: 5,324 shares; 2024Q4: 8,558 shares; 2025Q1: 8,622 shares; 2025Q2: 13,143 shares; 2025Q3: 13,899 shares; 2025Q4: 16,163 shares; 2026Q1: 19,990 shares 19,990 $3.65M 0.02% +3,827 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,954 shares; 2024Q4: 8,838 shares; 2025Q1: 8,675 shares; 2025Q2: 8,079 shares; 2025Q3: 8,804 shares; 2025Q4: 9,032 shares; 2026Q1: 11,210 shares 11,210 $3.62M 0.02% +2,178 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: 29,234 shares; 2024Q4: 28,505 shares; 2025Q1: 25,727 shares; 2025Q2: 24,852 shares; 2025Q3: 23,769 shares; 2025Q4: 24,554 shares; 2026Q1: 24,635 shares 24,635 $3.57M 0.02% +81 Timeline PXF 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: 4,130 shares; 2024Q4: 8,041 shares; 2025Q1: 8,041 shares; 2025Q2: 8,041 shares; 2025Q3: 30,978 shares; 2025Q4: 50,104 shares; 2026Q1: 50,518 shares 50,518 $3.53M 0.02% +414 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,350 shares; 2024Q4: 54,850 shares; 2025Q1: 57,646 shares; 2025Q2: 57,732 shares; 2025Q3: 61,541 shares; 2025Q4: 57,866 shares; 2026Q1: 61,650 shares 61,650 $3.52M 0.02% +3,784 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,046 shares; 2024Q4: 35,505 shares; 2025Q1: 37,973 shares; 2025Q2: 36,008 shares; 2025Q3: 35,644 shares; 2025Q4: 37,557 shares; 2026Q1: 42,468 shares 42,468 $3.5M 0.02% +4,911 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: 15,587 shares; 2024Q4: 16,185 shares; 2025Q1: 15,578 shares; 2025Q2: 15,408 shares; 2025Q3: 18,417 shares; 2025Q4: 19,601 shares; 2026Q1: 21,994 shares 21,994 $3.48M 0.02% +2,393 Timeline SCHK 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: 55,390 shares; 2024Q4: 110,935 shares; 2025Q1: 110,935 shares; 2025Q2: 110,935 shares; 2025Q3: 110,935 shares; 2025Q4: 109,220 shares; 2026Q1: 109,549 shares 109,549 $3.43M 0.02% +329 Timeline NDEC 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: 144,739 shares; 2026Q1: 125,757 shares 125,757 $3.39M 0.02% -18,982 Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 14 shares; 2025Q2: 25 shares; 2025Q3: 5 shares; 2025Q4: 11 shares; 2026Q1: 28,352 shares 28,352 $3.39M 0.02% +28,341 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: 61,635 shares; 2024Q4: 63,532 shares; 2025Q1: 63,758 shares; 2025Q2: 67,362 shares; 2025Q3: 75,055 shares; 2025Q4: 76,495 shares; 2026Q1: 79,228 shares 79,228 $3.37M 0.02% +2,733 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: 4,732 shares; 2024Q4: 9,320 shares; 2025Q1: 9,332 shares; 2025Q2: 8,889 shares; 2025Q3: 8,831 shares; 2025Q4: 23,714 shares; 2026Q1: 24,501 shares 24,501 $3.33M 0.02% +787 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,645 shares; 2024Q4: 136,543 shares; 2025Q1: 133,957 shares; 2025Q2: 91,175 shares; 2025Q3: 51,833 shares; 2025Q4: 44,192 shares; 2026Q1: 38,838 shares 38,838 $3.3M 0.02% -5,354 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,645 shares; 2025Q1: 69,805 shares; 2025Q2: 68,763 shares; 2025Q3: 81,833 shares; 2025Q4: 66,795 shares; 2026Q1: 66,175 shares 66,175 $3.29M 0.02% -620 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,279 shares; 2024Q4: 20,428 shares; 2025Q1: 20,143 shares; 2025Q2: 19,351 shares; 2025Q3: 19,771 shares; 2025Q4: 18,669 shares; 2026Q1: 22,585 shares 22,585 $3.27M 0.02% +3,916 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,204 shares; 2024Q4: 33,118 shares; 2025Q1: 24,806 shares; 2025Q2: 24,658 shares; 2025Q3: 24,658 shares; 2025Q4: 19,925 shares; 2026Q1: 79,328 shares 79,328 $3.26M 0.02% +59,403 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,352 shares; 2024Q4: 15,749 shares; 2025Q1: 21,836 shares; 2025Q2: 23,885 shares; 2025Q3: 31,293 shares; 2025Q4: 36,690 shares; 2026Q1: 52,291 shares 52,291 $3.23M 0.02% +15,601 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,494 shares; 2025Q4: 58,494 shares; 2026Q1: 58,694 shares 58,694 $3.21M 0.02% +200 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,586 shares; 2024Q4: 5,457 shares; 2025Q1: 4,648 shares; 2025Q2: 5,128 shares; 2025Q3: 5,079 shares; 2025Q4: 5,972 shares; 2026Q1: 6,133 shares 6,133 $3.21M 0.02% +161 Timeline NAPR 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: 16,485 shares; 2024Q4: 16,361 shares; 2025Q1: 16,200 shares; 2025Q2: 123,032 shares; 2025Q3: 115,340 shares; 2025Q4: 63,849 shares; 2026Q1: 58,506 shares 58,506 $3.2M 0.02% -5,343 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,318 shares; 2024Q4: 20,549 shares; 2025Q1: 20,521 shares; 2025Q2: 20,329 shares; 2025Q3: 20,118 shares; 2025Q4: 20,687 shares; 2026Q1: 20,518 shares 20,518 $3.19M 0.02% -169 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,565 shares; 2024Q4: 9,523 shares; 2025Q1: 8,777 shares; 2025Q2: 8,782 shares; 2025Q3: 9,232 shares; 2025Q4: 10,220 shares; 2026Q1: 9,925 shares 9,925 $3.16M 0.02% -295 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,826 shares; 2024Q4: 2,280 shares; 2025Q1: 13,708 shares; 2025Q2: 16,089 shares; 2025Q3: 16,984 shares; 2025Q4: 5,995 shares; 2026Q1: 15,847 shares 15,847 $3.13M 0.02% +9,852 Timeline IBTH ISHARES 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: 110,785 shares; 2025Q1: 110,200 shares; 2025Q2: 109,052 shares; 2025Q3: 112,019 shares; 2025Q4: 117,341 shares; 2026Q1: 137,335 shares 137,335 $3.08M 0.02% +19,994 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,942 shares; 2024Q4: 59,742 shares; 2025Q1: 44,265 shares; 2025Q2: 42,145 shares; 2025Q3: 183,930 shares; 2025Q4: 109,143 shares; 2026Q1: 79,528 shares 79,528 $3.08M 0.02% -29,615 Timeline PAUG 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: 46,974 shares; 2024Q4: 55,997 shares; 2025Q1: 53,898 shares; 2025Q2: 53,734 shares; 2025Q3: 89,528 shares; 2025Q4: 75,099 shares; 2026Q1: 72,036 shares 72,036 $3.08M 0.02% -3,063 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: 11,953 shares; 2024Q4: 13,866 shares; 2025Q1: 14,660 shares; 2025Q2: 14,986 shares; 2025Q3: 32,384 shares; 2025Q4: 35,164 shares; 2026Q1: 36,543 shares 36,543 $3.06M 0.02% +1,379 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,625 shares; 2024Q4: 44,891 shares; 2025Q1: 44,458 shares; 2025Q2: 40,630 shares; 2025Q3: 40,667 shares; 2025Q4: 41,434 shares; 2026Q1: 41,676 shares 41,676 $3.03M 0.02% +242 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: 11,623 shares; 2024Q4: 9,530 shares; 2025Q1: 9,519 shares; 2025Q2: 7,903 shares; 2025Q3: 7,621 shares; 2025Q4: 7,874 shares; 2026Q1: 10,189 shares 10,189 $3.02M 0.02% +2,315 Timeline CMF ISHARES 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: 45,245 shares; 2025Q1: 32,641 shares; 2025Q2: 27,513 shares; 2025Q3: 55,458 shares; 2025Q4: 55,603 shares; 2026Q1: 51,928 shares 51,928 $2.95M 0.02% -3,675 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: 1,500 shares; 2024Q4: 24,717 shares; 2025Q1: 24,430 shares; 2025Q2: 23,846 shares; 2025Q3: 22,950 shares; 2025Q4: 22,734 shares; 2026Q1: 23,402 shares 23,402 $2.95M 0.02% +668 Timeline