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: 22,529,202 shares; 2024Q4: 23,411,435 shares; 2025Q1: 26,159,713 shares; 2025Q2: 28,284,420 shares; 2025Q3: 33,227,135 shares; 2025Q4: 36,259,568 shares; 2026Q1: 39,348,759 shares 39,348,759 $3.91B 5.78% +3,089,191 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: 29,140,104 shares; 2024Q4: 28,879,736 shares; 2025Q1: 31,632,611 shares; 2025Q2: 34,076,932 shares; 2025Q3: 37,853,211 shares; 2025Q4: 41,443,879 shares; 2026Q1: 45,430,446 shares 45,430,446 $3.56B 5.27% +3,986,567 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: 4,162,186 shares; 2024Q4: 3,981,647 shares; 2025Q1: 4,284,070 shares; 2025Q2: 4,636,511 shares; 2025Q3: 4,916,729 shares; 2025Q4: 5,382,675 shares; 2026Q1: 5,258,941 shares 5,258,941 $3.14B 4.65% -123,734 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: 50,097,401 shares; 2024Q4: 46,498,436 shares; 2025Q1: 53,776,312 shares; 2025Q2: 56,562,304 shares; 2025Q3: 61,231,926 shares; 2025Q4: 64,358,203 shares; 2026Q1: 70,292,321 shares 70,292,321 $2.73B 4.04% +5,934,118 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: 21,601,179 shares; 2024Q4: 24,925,827 shares; 2025Q1: 28,419,354 shares; 2025Q2: 28,615,408 shares; 2025Q3: 33,413,896 shares; 2025Q4: 34,844,186 shares; 2026Q1: 35,738,763 shares 35,738,763 $2.29B 3.39% +894,577 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: 35,285,610 shares; 2024Q4: 31,489,188 shares; 2025Q1: 34,232,617 shares; 2025Q2: 36,099,868 shares; 2025Q3: 38,135,706 shares; 2025Q4: 39,863,226 shares; 2026Q1: 42,337,032 shares 42,337,032 $2.05B 3.04% +2,473,806 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,916,816 shares; 2024Q4: 6,910,350 shares; 2025Q1: 7,423,029 shares; 2025Q2: 7,583,456 shares; 2025Q3: 7,595,040 shares; 2025Q4: 7,824,890 shares; 2026Q1: 8,388,874 shares 8,388,874 $2.01B 2.98% +563,984 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,824,829 shares; 2024Q4: 35,688,280 shares; 2025Q1: 38,061,156 shares; 2025Q2: 40,120,427 shares; 2025Q3: 42,604,612 shares; 2025Q4: 44,791,614 shares; 2026Q1: 48,730,938 shares 48,730,938 $1.79B 2.65% +3,939,324 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,594,916 shares; 2024Q4: 21,473,185 shares; 2025Q1: 24,470,734 shares; 2025Q2: 26,149,010 shares; 2025Q3: 31,188,956 shares; 2025Q4: 34,728,517 shares; 2026Q1: 36,281,536 shares 36,281,536 $1.74B 2.58% +1,553,019 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: not reported; 2024Q4: 4,989,719 shares; 2025Q1: 5,063,620 shares; 2025Q2: not reported; 2025Q3: 6,050,013 shares; 2025Q4: 6,601,785 shares; 2026Q1: 6,666,360 shares 6,666,360 $1.68B 2.48% +64,575 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,735,428 shares; 2024Q4: 27,409,561 shares; 2025Q1: 30,896,623 shares; 2025Q2: 31,737,070 shares; 2025Q3: 34,897,862 shares; 2025Q4: 36,999,033 shares; 2026Q1: 38,461,411 shares 38,461,411 $1.37B 2.02% +1,462,378 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: 5,076,232 shares; 2024Q4: 5,072,856 shares; 2025Q1: 5,409,314 shares; 2025Q2: not reported; 2025Q3: 5,856,339 shares; 2025Q4: 5,990,493 shares; 2026Q1: 7,173,521 shares 7,173,521 $1.22B 1.81% +1,183,028 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,389,865 shares; 2024Q4: 17,791,542 shares; 2025Q1: 19,100,299 shares; 2025Q2: 19,920,696 shares; 2025Q3: 20,947,294 shares; 2025Q4: 21,523,566 shares; 2026Q1: 22,261,639 shares 22,261,639 $1.17B 1.74% +738,073 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,487,399 shares; 2024Q4: 18,047,797 shares; 2025Q1: 19,891,735 shares; 2025Q2: 20,627,637 shares; 2025Q3: 21,723,174 shares; 2025Q4: 22,855,822 shares; 2026Q1: 24,007,785 shares 24,007,785 $1.15B 1.71% +1,151,963 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,146,739 shares; 2024Q4: 22,293,587 shares; 2025Q1: 24,353,247 shares; 2025Q2: 25,780,617 shares; 2025Q3: 28,414,757 shares; 2025Q4: 30,174,025 shares; 2026Q1: 32,330,961 shares 32,330,961 $1.04B 1.54% +2,156,936 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: 6,442,036 shares; 2024Q4: 6,435,481 shares; 2025Q1: 6,801,267 shares; 2025Q2: 6,250,171 shares; 2025Q3: 7,511,562 shares; 2025Q4: 8,549,244 shares; 2026Q1: 9,357,674 shares 9,357,674 $993M 1.47% +808,430 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,312,380 shares; 2024Q4: 6,251,064 shares; 2025Q1: 6,571,424 shares; 2025Q2: 6,898,621 shares; 2025Q3: 7,766,129 shares; 2025Q4: 8,489,274 shares; 2026Q1: 9,196,615 shares 9,196,615 $979M 1.45% +707,341 Timeline AVSC 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: 11,484,250 shares; 2025Q1: 12,627,209 shares; 2025Q2: 13,738,987 shares; 2025Q3: 14,080,549 shares; 2025Q4: 14,459,274 shares; 2026Q1: 14,853,773 shares 14,853,773 $925M 1.37% +394,499 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: 9,367,571 shares; 2024Q4: 10,492,831 shares; 2025Q1: 11,755,709 shares; 2025Q2: 12,800,927 shares; 2025Q3: 15,303,927 shares; 2025Q4: 15,834,560 shares; 2026Q1: 16,593,473 shares 16,593,473 $897M 1.33% +758,913 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: 2,397,255 shares; 2024Q4: 2,371,556 shares; 2025Q1: 2,634,913 shares; 2025Q2: 2,822,057 shares; 2025Q3: 3,194,576 shares; 2025Q4: 3,195,143 shares; 2026Q1: 3,328,890 shares 3,328,890 $872M 1.29% +133,747 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: 8,028,007 shares; 2025Q1: 8,891,846 shares; 2025Q2: 8,904,662 shares; 2025Q3: 9,209,393 shares; 2025Q4: 9,627,411 shares; 2026Q1: 9,889,366 shares 9,889,366 $797M 1.18% +261,955 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,185,433 shares; 2024Q4: 1,399,063 shares; 2025Q1: 1,426,336 shares; 2025Q2: 1,506,845 shares; 2025Q3: 1,791,013 shares; 2025Q4: 1,975,658 shares; 2026Q1: 2,018,956 shares 2,018,956 $745M 1.1% +43,298 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: 373,013 shares; 2024Q4: 1,180,761 shares; 2025Q1: 1,384,395 shares; 2025Q2: not reported; 2025Q3: 1,997,096 shares; 2025Q4: 2,052,515 shares; 2026Q1: 2,070,334 shares 2,070,334 $664M 0.98% +17,819 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: 5,959,205 shares; 2024Q4: 5,874,264 shares; 2025Q1: 6,311,011 shares; 2025Q2: 6,404,360 shares; 2025Q3: 9,591,400 shares; 2025Q4: 10,228,805 shares; 2026Q1: 10,832,376 shares 10,832,376 $540M 0.8% +603,571 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 627,404 shares; 2024Q4: 597,817 shares; 2025Q1: 631,455 shares; 2025Q2: 682,371 shares; 2025Q3: 661,365 shares; 2025Q4: 713,159 shares; 2026Q1: 772,663 shares 772,663 $505M 0.75% +59,504 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: not reported; 2024Q4: 1,539,753 shares; 2025Q1: 1,634,888 shares; 2025Q2: 1,588,375 shares; 2025Q3: 1,854,819 shares; 2025Q4: 2,120,444 shares; 2026Q1: 2,218,763 shares 2,218,763 $461M 0.68% +98,319 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,218,926 shares; 2024Q4: 957,789 shares; 2025Q1: 979,248 shares; 2025Q2: 1,016,013 shares; 2025Q3: 1,228,481 shares; 2025Q4: 1,532,806 shares; 2026Q1: 1,541,986 shares 1,541,986 $443M 0.66% +9,180 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: 503,179 shares; 2024Q4: 1,502,263 shares; 2025Q1: 1,511,273 shares; 2025Q2: 2,764,454 shares; 2025Q3: 4,220,173 shares; 2025Q4: 3,982,084 shares; 2026Q1: 4,638,138 shares 4,638,138 $420M 0.62% +656,054 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: 1,155,125 shares; 2024Q4: 1,101,174 shares; 2025Q1: 1,041,719 shares; 2025Q2: not reported; 2025Q3: 1,130,681 shares; 2025Q4: 1,215,875 shares; 2026Q1: 1,411,064 shares 1,411,064 $404M 0.6% +195,189 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: 2,333,332 shares; 2024Q4: 2,187,615 shares; 2025Q1: 2,329,714 shares; 2025Q2: 2,488,249 shares; 2025Q3: 2,646,199 shares; 2025Q4: 2,751,727 shares; 2026Q1: 2,706,655 shares 2,706,655 $401M 0.59% -45,072 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: 952,004 shares; 2024Q4: 834,525 shares; 2025Q1: 778,565 shares; 2025Q2: not reported; 2025Q3: 1,016,048 shares; 2025Q4: 1,119,547 shares; 2026Q1: 1,182,352 shares 1,182,352 $364M 0.54% +62,805 Timeline DFCA DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,457,473 shares; 2024Q4: 3,837,026 shares; 2025Q1: 4,201,497 shares; 2025Q2: 4,478,533 shares; 2025Q3: 5,228,419 shares; 2025Q4: 6,138,572 shares; 2026Q1: 7,027,020 shares 7,027,020 $350M 0.52% +888,448 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,512,998 shares; 2024Q4: 455,161 shares; 2025Q1: 457,130 shares; 2025Q2: not reported; 2025Q3: 489,536 shares; 2025Q4: 535,995 shares; 2026Q1: 505,779 shares 505,779 $324M 0.48% -30,216 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: 785,820 shares; 2024Q4: 774,884 shares; 2025Q1: 1,010,730 shares; 2025Q2: 783,548 shares; 2025Q3: 789,576 shares; 2025Q4: 792,517 shares; 2026Q1: 784,742 shares 784,742 $280M 0.41% -7,775 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: 42,363 shares; 2024Q4: 45,842 shares; 2025Q1: 198,902 shares; 2025Q2: 482,588 shares; 2025Q3: 973,220 shares; 2025Q4: 1,213,006 shares; 2026Q1: 1,340,917 shares 1,340,917 $276M 0.41% +127,911 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: 385,910 shares; 2024Q4: 352,294 shares; 2025Q1: 366,518 shares; 2025Q2: not reported; 2025Q3: 430,434 shares; 2025Q4: 461,718 shares; 2026Q1: 475,030 shares 475,030 $271M 0.4% +13,312 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: not reported; 2024Q4: 416,322 shares; 2025Q1: 412,598 shares; 2025Q2: 454,648 shares; 2025Q3: 497,960 shares; 2025Q4: 548,252 shares; 2026Q1: 564,071 shares 564,071 $270M 0.4% +15,819 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,115,480 shares; 2024Q4: 1,047,766 shares; 2025Q1: 1,067,861 shares; 2025Q2: not reported; 2025Q3: 1,380,899 shares; 2025Q4: 1,503,594 shares; 2026Q1: 1,574,584 shares 1,574,584 $267M 0.4% +70,990 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: 13,916,846 shares; 2024Q4: 11,897,313 shares; 2025Q1: 11,714,878 shares; 2025Q2: 11,439,747 shares; 2025Q3: 10,349,931 shares; 2025Q4: 10,387,007 shares; 2026Q1: 9,928,543 shares 9,928,543 $255M 0.38% -458,464 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: 706,851 shares; 2024Q4: 563,544 shares; 2025Q1: 575,474 shares; 2025Q2: 587,767 shares; 2025Q3: 699,543 shares; 2025Q4: 760,957 shares; 2026Q1: 837,325 shares 837,325 $246M 0.36% +76,368 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,504,693 shares; 2024Q4: 1,715,870 shares; 2025Q1: 2,486,268 shares; 2025Q2: 2,517,541 shares; 2025Q3: 2,462,353 shares; 2025Q4: 2,825,574 shares; 2026Q1: 3,394,161 shares 3,394,161 $241M 0.36% +568,587 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,300,694 shares; 2024Q4: 1,529,950 shares; 2025Q1: 1,547,918 shares; 2025Q2: 1,612,585 shares; 2025Q3: 1,759,636 shares; 2025Q4: 1,804,128 shares; 2026Q1: 1,876,855 shares 1,876,855 $233M 0.35% +72,727 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,813,309 shares; 2024Q4: 1,341,256 shares; 2025Q1: 1,289,584 shares; 2025Q2: 1,255,753 shares; 2025Q3: 1,129,698 shares; 2025Q4: 1,369,378 shares; 2026Q1: 1,161,409 shares 1,161,409 $223M 0.33% -207,969 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: 732,216 shares; 2024Q4: 671,284 shares; 2025Q1: 685,996 shares; 2025Q2: 702,432 shares; 2025Q3: 766,805 shares; 2025Q4: 849,734 shares; 2026Q1: 911,019 shares 911,019 $223M 0.33% +61,285 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: 11,089,777 shares; 2024Q4: 10,254,241 shares; 2025Q1: 10,069,548 shares; 2025Q2: 9,612,699 shares; 2025Q3: 9,169,702 shares; 2025Q4: 9,122,515 shares; 2026Q1: 8,901,238 shares 8,901,238 $220M 0.33% -221,277 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: 312,522 shares; 2024Q4: 341,500 shares; 2025Q1: 316,426 shares; 2025Q2: 391,172 shares; 2025Q3: 474,434 shares; 2025Q4: 523,753 shares; 2026Q1: 587,117 shares 587,117 $217M 0.32% +63,364 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: not reported; 2024Q4: 175,659 shares; 2025Q1: 218,410 shares; 2025Q2: 219,945 shares; 2025Q3: 292,663 shares; 2025Q4: 430,342 shares; 2026Q1: 347,140 shares 347,140 $200M 0.3% -83,202 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,737,995 shares; 2024Q4: 1,927,538 shares; 2025Q1: 2,096,217 shares; 2025Q2: 2,297,262 shares; 2025Q3: 2,765,829 shares; 2025Q4: 2,963,376 shares; 2026Q1: 3,828,027 shares 3,828,027 $182M 0.27% +864,651 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: 433,906 shares; 2024Q4: 384,560 shares; 2025Q1: 390,444 shares; 2025Q2: 375,463 shares; 2025Q3: 438,658 shares; 2025Q4: 430,661 shares; 2026Q1: 408,111 shares 408,111 $174M 0.26% -22,550 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: 235,741 shares; 2024Q4: 673,837 shares; 2025Q1: 666,500 shares; 2025Q2: 1,150,999 shares; 2025Q3: 2,553,315 shares; 2025Q4: 2,329,384 shares; 2026Q1: 2,417,521 shares 2,417,521 $169M 0.25% +88,137 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,778,181 shares; 2024Q4: 1,515,932 shares; 2025Q1: 1,455,099 shares; 2025Q2: 1,406,621 shares; 2025Q3: 1,266,122 shares; 2025Q4: 1,228,831 shares; 2026Q1: 1,182,249 shares 1,182,249 $168M 0.25% -46,582 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,377,922 shares; 2024Q4: 2,539,023 shares; 2025Q1: 2,662,185 shares; 2025Q2: 2,907,986 shares; 2025Q3: 3,516,713 shares; 2025Q4: 3,793,581 shares; 2026Q1: 3,874,687 shares 3,874,687 $165M 0.24% +81,106 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: 513,552 shares; 2024Q4: 422,260 shares; 2025Q1: 462,012 shares; 2025Q2: 403,562 shares; 2025Q3: 1,082,965 shares; 2025Q4: 1,326,065 shares; 2026Q1: 1,325,549 shares 1,325,549 $165M 0.24% -516 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: 702,834 shares; 2024Q4: 111,584 shares; 2025Q1: 112,315 shares; 2025Q2: not reported; 2025Q3: 126,500 shares; 2025Q4: 134,390 shares; 2026Q1: 175,063 shares 175,063 $161M 0.24% +40,673 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: 830,209 shares; 2024Q4: 1,161,166 shares; 2025Q1: 1,270,983 shares; 2025Q2: 1,351,426 shares; 2025Q3: 1,421,831 shares; 2025Q4: 1,463,552 shares; 2026Q1: 1,632,778 shares 1,632,778 $159M 0.23% +169,226 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: 82,601 shares; 2024Q4: 150,236 shares; 2025Q1: 155,674 shares; 2025Q2: 159,058 shares; 2025Q3: 164,492 shares; 2025Q4: 1,616,762 shares; 2026Q1: 1,614,850 shares 1,614,850 $155M 0.23% -1,912 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: 393,817 shares; 2024Q4: 109,294 shares; 2025Q1: 110,580 shares; 2025Q2: not reported; 2025Q3: 118,891 shares; 2025Q4: 127,961 shares; 2026Q1: 150,708 shares 150,708 $150M 0.22% +22,747 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,251,897 shares; 2024Q4: 4,543,207 shares; 2025Q1: 4,374,696 shares; 2025Q2: 4,136,681 shares; 2025Q3: 3,740,157 shares; 2025Q4: 3,663,188 shares; 2026Q1: 3,485,787 shares 3,485,787 $138M 0.2% -177,401 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,131,542 shares; 2024Q4: 1,205,740 shares; 2025Q1: 1,229,253 shares; 2025Q2: 1,269,873 shares; 2025Q3: 1,337,965 shares; 2025Q4: 1,369,980 shares; 2026Q1: 1,432,910 shares 1,432,910 $137M 0.2% +62,930 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: 418,452 shares; 2025Q1: 452,764 shares; 2025Q2: 514,914 shares; 2025Q3: 623,529 shares; 2025Q4: 647,175 shares; 2026Q1: 637,244 shares 637,244 $136M 0.2% -9,931 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: 273,575 shares; 2024Q4: 257,240 shares; 2025Q1: 253,685 shares; 2025Q2: 237,492 shares; 2025Q3: 300,506 shares; 2025Q4: 345,378 shares; 2026Q1: 398,651 shares 398,651 $135M 0.2% +53,273 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,278 shares; 2024Q4: 40,274 shares; 2025Q1: 32,996 shares; 2025Q2: 1,262,847 shares; 2025Q3: 1,374,774 shares; 2025Q4: 1,313,515 shares; 2026Q1: 1,329,333 shares 1,329,333 $134M 0.2% +15,818 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,884,502 shares; 2024Q4: 1,977,557 shares; 2025Q1: 2,361,388 shares; 2025Q2: 2,625,859 shares; 2025Q3: 3,316,051 shares; 2025Q4: 8,819,963 shares; 2026Q1: 5,285,024 shares 5,285,024 $134M 0.2% -3,534,939 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: 575,521 shares; 2024Q4: 369,583 shares; 2025Q1: 372,349 shares; 2025Q2: not reported; 2025Q3: 645,984 shares; 2025Q4: 686,339 shares; 2026Q1: 647,038 shares 647,038 $133M 0.2% -39,301 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: 2,441,493 shares; 2024Q4: 881,908 shares; 2025Q1: 931,985 shares; 2025Q2: 679,302 shares; 2025Q3: 2,302,038 shares; 2025Q4: 2,275,104 shares; 2026Q1: 1,939,554 shares 1,939,554 $131M 0.19% -335,550 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: 210,234 shares; 2024Q4: 192,859 shares; 2025Q1: 230,534 shares; 2025Q2: 342,933 shares; 2025Q3: 402,856 shares; 2025Q4: 474,279 shares; 2026Q1: 519,587 shares 519,587 $128M 0.19% +45,308 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,800,880 shares; 2024Q4: 3,261,298 shares; 2025Q1: 3,230,666 shares; 2025Q2: 3,085,664 shares; 2025Q3: 2,764,963 shares; 2025Q4: 2,648,394 shares; 2026Q1: 2,729,373 shares 2,729,373 $126M 0.19% +80,979 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,024,189 shares; 2024Q4: 2,126,666 shares; 2025Q1: 2,508,278 shares; 2025Q2: 2,814,444 shares; 2025Q3: 3,856,587 shares; 2025Q4: 5,175,746 shares; 2026Q1: 5,201,127 shares 5,201,127 $126M 0.19% +25,381 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: 495,434 shares; 2024Q4: 465,227 shares; 2025Q1: 446,466 shares; 2025Q2: 470,633 shares; 2025Q3: 771,278 shares; 2025Q4: 772,653 shares; 2026Q1: 585,433 shares 585,433 $126M 0.19% -187,220 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: 355,788 shares; 2024Q4: 334,730 shares; 2025Q1: 328,760 shares; 2025Q2: 332,205 shares; 2025Q3: 363,584 shares; 2025Q4: 379,969 shares; 2026Q1: 380,093 shares 380,093 $125M 0.18% +124 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: 406,089 shares; 2024Q4: 327,741 shares; 2025Q1: 322,077 shares; 2025Q2: 310,565 shares; 2025Q3: 753,842 shares; 2025Q4: 826,324 shares; 2026Q1: 831,680 shares 831,680 $118M 0.18% +5,356 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: 285,030 shares; 2024Q4: 329,816 shares; 2025Q1: 418,422 shares; 2025Q2: not reported; 2025Q3: 334,163 shares; 2025Q4: 308,007 shares; 2026Q1: 272,219 shares 272,219 $118M 0.17% -35,788 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,226 shares; 2024Q4: 128,063 shares; 2025Q1: 173,595 shares; 2025Q2: 2,775,216 shares; 2025Q3: 3,857,407 shares; 2025Q4: 6,189,596 shares; 2026Q1: 5,374,232 shares 5,374,232 $118M 0.17% -815,364 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: 936,830 shares; 2024Q4: 766,117 shares; 2025Q1: 848,466 shares; 2025Q2: 946,933 shares; 2025Q3: 1,327,424 shares; 2025Q4: 1,583,346 shares; 2026Q1: 1,509,344 shares 1,509,344 $117M 0.17% -74,002 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,065,502 shares; 2025Q1: 2,449,807 shares; 2025Q2: 2,799,668 shares; 2025Q3: 3,537,860 shares; 2025Q4: 5,611,412 shares; 2026Q1: 5,033,782 shares 5,033,782 $117M 0.17% -577,630 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: 169,684 shares; 2024Q4: 34,767 shares; 2025Q1: 33,449 shares; 2025Q2: 34,887 shares; 2025Q3: 275,257 shares; 2025Q4: 249,617 shares; 2026Q1: 167,682 shares 167,682 $117M 0.17% -81,935 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,098,902 shares 1,098,902 $116M 0.17% new 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: 3,171,672 shares; 2024Q4: 2,989,218 shares; 2025Q1: 2,987,935 shares; 2025Q2: not reported; 2025Q3: 3,291,291 shares; 2025Q4: 2,915,058 shares; 2026Q1: 2,517,998 shares 2,517,998 $111M 0.16% -397,060 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: 140,959 shares; 2024Q4: 113,350 shares; 2025Q1: 112,826 shares; 2025Q2: 101,569 shares; 2025Q3: 140,236 shares; 2025Q4: 156,535 shares; 2026Q1: 156,746 shares 156,746 $111M 0.16% +211 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 440,773 shares; 2025Q1: 657,924 shares; 2025Q2: 403,295 shares; 2025Q3: 1,134,255 shares; 2025Q4: 1,015,677 shares; 2026Q1: 994,329 shares 994,329 $111M 0.16% -21,348 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,317,669 shares; 2024Q4: 1,183,246 shares; 2025Q1: 1,049,456 shares; 2025Q2: 1,048,751 shares; 2025Q3: 897,019 shares; 2025Q4: 792,153 shares; 2026Q1: 731,819 shares 731,819 $106M 0.16% -60,334 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,133,630 shares; 2024Q4: 2,202,542 shares; 2025Q1: 2,573,674 shares; 2025Q2: 2,821,416 shares; 2025Q3: 3,580,658 shares; 2025Q4: 4,136,377 shares; 2026Q1: 4,273,058 shares 4,273,058 $104M 0.15% +136,681 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: 355,797 shares; 2024Q4: 334,481 shares; 2025Q1: 331,589 shares; 2025Q2: 567,079 shares; 2025Q3: 406,772 shares; 2025Q4: 430,631 shares; 2026Q1: 472,644 shares 472,644 $103M 0.15% +42,013 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: 160,702 shares; 2024Q4: 203,726 shares; 2025Q1: 211,735 shares; 2025Q2: 234,376 shares; 2025Q3: 273,239 shares; 2025Q4: 272,375 shares; 2026Q1: 275,736 shares 275,736 $102M 0.15% +3,361 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: 280,654 shares; 2024Q4: 114,751 shares; 2025Q1: 104,778 shares; 2025Q2: 98,972 shares; 2025Q3: 430,872 shares; 2025Q4: 792,342 shares; 2026Q1: 760,006 shares 760,006 $101M 0.15% -32,336 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: 1,923,472 shares; 2024Q4: 1,697,997 shares; 2025Q1: 1,529,810 shares; 2025Q2: 1,441,028 shares; 2025Q3: 1,286,426 shares; 2025Q4: 1,267,613 shares; 2026Q1: 1,077,889 shares 1,077,889 $100M 0.15% -189,724 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: 285,758 shares; 2024Q4: 259,738 shares; 2025Q1: 307,837 shares; 2025Q2: 307,855 shares; 2025Q3: 321,183 shares; 2025Q4: 327,629 shares; 2026Q1: 329,387 shares 329,387 $99.6M 0.15% +1,758 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: not reported; 2024Q4: 691,764 shares; 2025Q1: 722,650 shares; 2025Q2: 761,515 shares; 2025Q3: 835,122 shares; 2025Q4: 866,313 shares; 2026Q1: 769,693 shares 769,693 $97.3M 0.14% -96,620 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,251,013 shares; 2024Q4: 1,506,346 shares; 2025Q1: 1,740,360 shares; 2025Q2: 1,663,239 shares; 2025Q3: 1,482,190 shares; 2025Q4: 1,424,039 shares; 2026Q1: 1,552,638 shares 1,552,638 $97M 0.14% +128,599 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,292,464 shares; 2024Q4: 795,819 shares; 2025Q1: 1,022,951 shares; 2025Q2: 1,016,654 shares; 2025Q3: 954,923 shares; 2025Q4: 1,118,981 shares; 2026Q1: 1,358,745 shares 1,358,745 $96.6M 0.14% +239,764 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: 56,171 shares; 2024Q4: 49,796 shares; 2025Q1: 50,671 shares; 2025Q2: 50,027 shares; 2025Q3: 67,334 shares; 2025Q4: 81,483 shares; 2026Q1: 64,701 shares 64,701 $95.3M 0.14% -16,782 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: not reported; 2024Q4: 307,269 shares; 2025Q1: 250,936 shares; 2025Q2: 251,075 shares; 2025Q3: 242,440 shares; 2025Q4: 267,979 shares; 2026Q1: 278,364 shares 278,364 $95.1M 0.14% +10,385 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: 508,011 shares; 2024Q4: 659,318 shares; 2025Q1: 723,746 shares; 2025Q2: 613,161 shares; 2025Q3: 661,628 shares; 2025Q4: 451,908 shares; 2026Q1: 331,136 shares 331,136 $95.1M 0.14% -120,772 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: 771,333 shares; 2024Q4: 633,206 shares; 2025Q1: 621,578 shares; 2025Q2: 615,011 shares; 2025Q3: 716,051 shares; 2025Q4: 775,210 shares; 2026Q1: 785,937 shares 785,937 $94.5M 0.14% +10,727 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: 344,808 shares; 2024Q4: 500,931 shares; 2025Q1: 659,649 shares; 2025Q2: 592,046 shares; 2025Q3: 467,049 shares; 2025Q4: 462,799 shares; 2026Q1: 481,121 shares 481,121 $94.4M 0.14% +18,322 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: 379,803 shares; 2024Q4: 660,581 shares; 2025Q1: 889,280 shares; 2025Q2: 498,592 shares; 2025Q3: 481,909 shares; 2025Q4: 1,178,866 shares; 2026Q1: 2,390,117 shares 2,390,117 $93.1M 0.14% +1,211,251 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: 579,496 shares; 2024Q4: 514,888 shares; 2025Q1: 513,566 shares; 2025Q2: 494,494 shares; 2025Q3: 619,856 shares; 2025Q4: 621,261 shares; 2026Q1: 638,639 shares 638,639 $92.2M 0.14% +17,378 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: 469,952 shares; 2024Q4: 652,175 shares; 2025Q1: 536,375 shares; 2025Q2: 1,120,751 shares; 2025Q3: 1,106,901 shares; 2025Q4: 1,166,330 shares; 2026Q1: 1,115,685 shares 1,115,685 $82.2M 0.12% -50,645 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: not reported; 2024Q4: 20 shares; 2025Q1: 81 shares; 2025Q2: 112 shares; 2025Q3: 119 shares; 2025Q4: 114 shares; 2026Q1: 112 shares 112 $80.4M 0.12% -2 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 826,203 shares; 2024Q4: 853,156 shares; 2025Q1: 810,133 shares; 2025Q2: 794,658 shares; 2025Q3: 791,967 shares; 2025Q4: 732,489 shares; 2026Q1: 706,838 shares 706,838 $80.3M 0.12% -25,651 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: 11,514 shares; 2024Q4: 7,181 shares; 2025Q1: 6,305 shares; 2025Q2: 7,748 shares; 2025Q3: 479,401 shares; 2025Q4: 402,846 shares; 2026Q1: 379,870 shares 379,870 $79M 0.12% -22,976 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: 562,568 shares; 2024Q4: 575,101 shares; 2025Q1: 600,637 shares; 2025Q2: not reported; 2025Q3: 653,942 shares; 2025Q4: 662,857 shares; 2026Q1: 606,464 shares 606,464 $77.8M 0.12% -56,393 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: 8,351,349 shares; 2024Q4: 303,832 shares; 2025Q1: 292,721 shares; 2025Q2: 289,785 shares; 2025Q3: 633,498 shares; 2025Q4: 738,347 shares; 2026Q1: 846,918 shares 846,918 $77.6M 0.11% +108,571 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 556,730 shares; 2024Q4: 577,050 shares; 2025Q1: 612,647 shares; 2025Q2: 679,401 shares; 2025Q3: 1,184,440 shares; 2025Q4: 1,479,568 shares; 2026Q1: 1,721,326 shares 1,721,326 $77.6M 0.11% +241,758 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: 439,071 shares; 2024Q4: 428,498 shares; 2025Q1: 406,629 shares; 2025Q2: 381,797 shares; 2025Q3: 450,037 shares; 2025Q4: 521,493 shares; 2026Q1: 523,694 shares 523,694 $77M 0.11% +2,201 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: 1,635,466 shares; 2024Q4: 1,884,413 shares; 2025Q1: 1,904,915 shares; 2025Q2: 1,801,171 shares; 2025Q3: 1,817,298 shares; 2025Q4: 1,930,920 shares; 2026Q1: 1,795,049 shares 1,795,049 $75.9M 0.11% -135,871 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: 78,053 shares; 2024Q4: 73,217 shares; 2025Q1: 70,880 shares; 2025Q2: 50,554 shares; 2025Q3: 101,201 shares; 2025Q4: 307,496 shares; 2026Q1: 211,784 shares 211,784 $75.4M 0.11% -95,712 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: 164,875 shares; 2024Q4: 160,928 shares; 2025Q1: 158,648 shares; 2025Q2: not reported; 2025Q3: 250,392 shares; 2025Q4: 313,880 shares; 2026Q1: 175,770 shares 175,770 $75.2M 0.11% -138,110 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: 254,669 shares; 2024Q4: 221,653 shares; 2025Q1: 265,737 shares; 2025Q2: 398,937 shares; 2025Q3: 505,945 shares; 2025Q4: 617,800 shares; 2026Q1: 657,994 shares 657,994 $74.6M 0.11% +40,194 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,759,279 shares; 2024Q4: 2,597,305 shares; 2025Q1: 2,461,237 shares; 2025Q2: 2,192,051 shares; 2025Q3: 1,824,909 shares; 2025Q4: 1,713,483 shares; 2026Q1: 1,545,743 shares 1,545,743 $73.9M 0.11% -167,740 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: 1,054,859 shares; 2024Q4: 979,034 shares; 2025Q1: 1,057,483 shares; 2025Q2: 1,097,529 shares; 2025Q3: 1,133,503 shares; 2025Q4: 1,129,439 shares; 2026Q1: 497,839 shares 497,839 $72M 0.11% -631,600 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: 215,098 shares; 2024Q4: 216,576 shares; 2025Q1: 233,584 shares; 2025Q2: 334,140 shares; 2025Q3: 363,021 shares; 2025Q4: 395,445 shares; 2026Q1: 443,784 shares 443,784 $70.9M 0.1% +48,339 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: 886,835 shares; 2024Q4: 1,437,053 shares; 2025Q1: 1,486,016 shares; 2025Q2: 1,636,892 shares; 2025Q3: 1,572,349 shares; 2025Q4: 1,789,062 shares; 2026Q1: 2,297,170 shares 2,297,170 $70.5M 0.1% +508,108 Timeline PWZ 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: 1,249,535 shares; 2025Q1: 1,439,348 shares; 2025Q2: 1,667,055 shares; 2025Q3: 2,238,739 shares; 2025Q4: 2,795,200 shares; 2026Q1: 2,939,392 shares 2,939,392 $70.2M 0.1% +144,192 Timeline APGE APOGEE THERAPEUTICS INC More: the full row for APOGEE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 720,101 shares; 2025Q1: 1,640,180 shares; 2025Q2: 820,376 shares; 2025Q3: 970,581 shares; 2025Q4: 890,665 shares; 2026Q1: 831,428 shares 831,428 $70M 0.1% -59,237 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: 212,723 shares; 2024Q4: 218,473 shares; 2025Q1: 223,963 shares; 2025Q2: not reported; 2025Q3: 259,562 shares; 2025Q4: 266,729 shares; 2026Q1: 287,639 shares 287,639 $69.7M 0.1% +20,910 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,003 shares; 2024Q4: 91,750 shares; 2025Q1: 114,367 shares; 2025Q2: 142,139 shares; 2025Q3: 149,727 shares; 2025Q4: 154,484 shares; 2026Q1: 146,637 shares 146,637 $69.4M 0.1% -7,847 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,630 shares; 2024Q4: 120,702 shares; 2025Q1: 119,905 shares; 2025Q2: 224,363 shares; 2025Q3: 1,070,504 shares; 2025Q4: 1,170,521 shares; 2026Q1: 891,129 shares 891,129 $68.2M 0.1% -279,392 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: 627,584 shares; 2024Q4: 651,573 shares; 2025Q1: 660,924 shares; 2025Q2: 657,867 shares; 2025Q3: 733,918 shares; 2025Q4: 803,681 shares; 2026Q1: 853,010 shares 853,010 $67.9M 0.1% +49,329 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: not reported; 2024Q4: 365,188 shares; 2025Q1: 376,130 shares; 2025Q2: 414,867 shares; 2025Q3: 494,495 shares; 2025Q4: 518,023 shares; 2026Q1: 560,582 shares 560,582 $66.5M 0.1% +42,559 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: 235,345 shares; 2024Q4: 223,630 shares; 2025Q1: 225,890 shares; 2025Q2: 228,407 shares; 2025Q3: 377,608 shares; 2025Q4: 410,009 shares; 2026Q1: 420,299 shares 420,299 $65.3M 0.1% +10,290 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: 198,361 shares; 2024Q4: 227,289 shares; 2025Q1: 204,843 shares; 2025Q2: 173,193 shares; 2025Q3: 192,083 shares; 2025Q4: 206,226 shares; 2026Q1: 228,206 shares 228,206 $64.8M 0.1% +21,980 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: not reported; 2024Q4: 1,140,421 shares; 2025Q1: 1,094,726 shares; 2025Q2: 1,074,207 shares; 2025Q3: 1,259,938 shares; 2025Q4: 1,405,647 shares; 2026Q1: 1,307,577 shares 1,307,577 $63.7M 0.09% -98,070 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: 1,405,810 shares; 2024Q4: 2,006,071 shares; 2025Q1: 1,999,875 shares; 2025Q2: 2,870,409 shares; 2025Q3: 2,727,224 shares; 2025Q4: 2,667,904 shares; 2026Q1: 2,531,564 shares 2,531,564 $63.5M 0.09% -136,340 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,534 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,815 shares; 2025Q3: 22,559 shares; 2025Q4: 8,609 shares; 2026Q1: 1,218,554 shares 1,218,554 $62.4M 0.09% +1,209,945 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: not reported; 2024Q4: 199,905 shares; 2025Q1: 202,480 shares; 2025Q2: 236,075 shares; 2025Q3: 271,347 shares; 2025Q4: 299,909 shares; 2026Q1: 320,176 shares 320,176 $61.8M 0.09% +20,267 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,652 shares; 2024Q4: 126,761 shares; 2025Q1: 128,073 shares; 2025Q2: 120,049 shares; 2025Q3: 121,557 shares; 2025Q4: 121,329 shares; 2026Q1: 124,162 shares 124,162 $60.2M 0.09% +2,833 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: 971,468 shares; 2024Q4: 986,403 shares; 2025Q1: 971,068 shares; 2025Q2: 880,573 shares; 2025Q3: 718,369 shares; 2025Q4: 779,157 shares; 2026Q1: 682,470 shares 682,470 $60.2M 0.09% -96,687 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,603,332 shares; 2024Q4: 1,547,089 shares; 2025Q1: 1,640,266 shares; 2025Q2: 1,670,517 shares; 2025Q3: 1,882,037 shares; 2025Q4: 2,098,262 shares; 2026Q1: 2,038,654 shares 2,038,654 $59.1M 0.09% -59,608 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: 295,542 shares; 2024Q4: 180,365 shares; 2025Q1: 194,226 shares; 2025Q2: 236,129 shares; 2025Q3: 429,007 shares; 2025Q4: 892,075 shares; 2026Q1: 954,974 shares 954,974 $58.5M 0.09% +62,899 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: 2,992,324 shares; 2024Q4: 2,398,866 shares; 2025Q1: 2,313,118 shares; 2025Q2: 2,203,032 shares; 2025Q3: 2,061,344 shares; 2025Q4: 2,123,561 shares; 2026Q1: 2,008,641 shares 2,008,641 $58.4M 0.09% -114,920 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: 243,693 shares; 2024Q4: 112,874 shares; 2025Q1: 106,542 shares; 2025Q2: 104,449 shares; 2025Q3: 378,005 shares; 2025Q4: 341,310 shares; 2026Q1: 357,763 shares 357,763 $57.9M 0.09% +16,453 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: 343,020 shares; 2024Q4: 399,590 shares; 2025Q1: 458,879 shares; 2025Q2: 651,224 shares; 2025Q3: 1,257,685 shares; 2025Q4: 2,842,417 shares; 2026Q1: 2,523,496 shares 2,523,496 $57.8M 0.09% -318,921 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 527,055 shares; 2024Q4: 604,440 shares; 2025Q1: 653,397 shares; 2025Q2: 747,624 shares; 2025Q3: 946,916 shares; 2025Q4: 1,008,312 shares; 2026Q1: 1,213,301 shares 1,213,301 $57.6M 0.09% +204,989 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 363,893 shares; 2024Q4: 345,854 shares; 2025Q1: 410,809 shares; 2025Q2: 364,165 shares; 2025Q3: 346,797 shares; 2025Q4: 329,215 shares; 2026Q1: 815,062 shares 815,062 $57.5M 0.09% +485,847 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: 133,012 shares; 2024Q4: 118,002 shares; 2025Q1: 115,531 shares; 2025Q2: 168,578 shares; 2025Q3: 159,784 shares; 2025Q4: 184,822 shares; 2026Q1: 168,975 shares 168,975 $57M 0.08% -15,847 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: not reported; 2024Q4: 177,721 shares; 2025Q1: 176,185 shares; 2025Q2: not reported; 2025Q3: 175,109 shares; 2025Q4: 196,842 shares; 2026Q1: 278,990 shares 278,990 $56.7M 0.08% +82,148 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,900 shares; 2024Q4: 20,284 shares; 2025Q1: 19,239 shares; 2025Q2: 20,203 shares; 2025Q3: 159,308 shares; 2025Q4: 383,459 shares; 2026Q1: 1,128,239 shares 1,128,239 $56.5M 0.08% +744,780 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: 642,008 shares; 2024Q4: 621,653 shares; 2025Q1: 639,156 shares; 2025Q2: 735,303 shares; 2025Q3: 850,159 shares; 2025Q4: 972,816 shares; 2026Q1: 843,678 shares 843,678 $55.7M 0.08% -129,138 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: 138,425 shares; 2024Q4: 125,161 shares; 2025Q1: 130,546 shares; 2025Q2: 129,462 shares; 2025Q3: 152,055 shares; 2025Q4: 163,141 shares; 2026Q1: 179,008 shares 179,008 $55.6M 0.08% +15,867 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: not reported; 2024Q4: 329,702 shares; 2025Q1: 344,376 shares; 2025Q2: 420,752 shares; 2025Q3: 500,459 shares; 2025Q4: 556,278 shares; 2026Q1: 539,567 shares 539,567 $55.4M 0.08% -16,711 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: 362,544 shares; 2024Q4: 422,172 shares; 2025Q1: 486,744 shares; 2025Q2: 644,028 shares; 2025Q3: 1,064,986 shares; 2025Q4: 2,277,770 shares; 2026Q1: 2,467,661 shares 2,467,661 $55.3M 0.08% +189,891 Timeline AGGY 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: 991,274 shares; 2024Q4: 1,090,482 shares; 2025Q1: 839,833 shares; 2025Q2: 870,086 shares; 2025Q3: 1,160,599 shares; 2025Q4: 1,312,116 shares; 2026Q1: 1,258,475 shares 1,258,475 $54.7M 0.08% -53,641 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: 195,282 shares; 2024Q4: 169,120 shares; 2025Q1: 184,732 shares; 2025Q2: 245,629 shares; 2025Q3: 276,050 shares; 2025Q4: 334,200 shares; 2026Q1: 369,963 shares 369,963 $54.1M 0.08% +35,763 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: 61,863 shares; 2024Q4: 51,912 shares; 2025Q1: 50,923 shares; 2025Q2: 49,973 shares; 2025Q3: 67,768 shares; 2025Q4: 80,910 shares; 2026Q1: 89,478 shares 89,478 $54.1M 0.08% +8,568 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: 52,664 shares; 2024Q4: 45,044 shares; 2025Q1: 48,499 shares; 2025Q2: 55,756 shares; 2025Q3: 62,294 shares; 2025Q4: 63,318 shares; 2026Q1: 63,644 shares 63,644 $53.8M 0.08% +326 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417,868 shares; 2024Q4: 482,618 shares; 2025Q1: 528,120 shares; 2025Q2: 677,243 shares; 2025Q3: 1,057,748 shares; 2025Q4: 2,271,602 shares; 2026Q1: 2,405,511 shares 2,405,511 $53.6M 0.08% +133,909 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,618 shares; 2024Q4: 58,037 shares; 2025Q1: 139,068 shares; 2025Q2: 206,215 shares; 2025Q3: 298,212 shares; 2025Q4: 305,852 shares; 2026Q1: 397,779 shares 397,779 $52.5M 0.08% +91,927 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 821,989 shares; 2024Q4: 689,819 shares; 2025Q1: 752,659 shares; 2025Q2: 856,888 shares; 2025Q3: 900,305 shares; 2025Q4: 3,902,720 shares; 2026Q1: 2,055,854 shares 2,055,854 $52.5M 0.08% -1,846,866 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,344 shares; 2024Q4: 34,004 shares; 2025Q1: 64,838 shares; 2025Q2: 639,493 shares; 2025Q3: 1,183,092 shares; 2025Q4: 1,809,084 shares; 2026Q1: 2,652,137 shares 2,652,137 $52.3M 0.08% +843,053 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,287,676 shares; 2024Q4: 1,330,416 shares; 2025Q1: 963,285 shares; 2025Q2: 981,399 shares; 2025Q3: 1,238,513 shares; 2025Q4: 1,371,180 shares; 2026Q1: 1,401,275 shares 1,401,275 $51.6M 0.08% +30,095 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: 164,661 shares; 2024Q4: 145,323 shares; 2025Q1: 140,243 shares; 2025Q2: 132,491 shares; 2025Q3: 142,483 shares; 2025Q4: 137,198 shares; 2026Q1: 144,356 shares 144,356 $51.1M 0.08% +7,158 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324,442 shares; 2024Q4: 381,056 shares; 2025Q1: 429,969 shares; 2025Q2: 599,379 shares; 2025Q3: 1,046,617 shares; 2025Q4: 1,965,283 shares; 2026Q1: 2,336,938 shares 2,336,938 $51M 0.08% +371,655 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,112,253 shares; 2024Q4: 1,051,076 shares; 2025Q1: 555,379 shares; 2025Q2: 581,071 shares; 2025Q3: 605,912 shares; 2025Q4: 639,621 shares; 2026Q1: 665,872 shares 665,872 $50.6M 0.07% +26,251 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: 288,753 shares; 2024Q4: 277,281 shares; 2025Q1: 373,312 shares; 2025Q2: 415,745 shares; 2025Q3: 541,917 shares; 2025Q4: 580,843 shares; 2026Q1: 575,118 shares 575,118 $49.8M 0.07% -5,725 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: not reported; 2024Q4: 116,537 shares; 2025Q1: 120,436 shares; 2025Q2: 115,487 shares; 2025Q3: 121,178 shares; 2025Q4: 144,357 shares; 2026Q1: 141,502 shares 141,502 $49.8M 0.07% -2,855 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: 154,318 shares; 2024Q4: 179,127 shares; 2025Q1: 172,988 shares; 2025Q2: 141,844 shares; 2025Q3: 154,280 shares; 2025Q4: 152,615 shares; 2026Q1: 150,940 shares 150,940 $49.6M 0.07% -1,675 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,956 shares; 2024Q4: 74,127 shares; 2025Q1: 77,222 shares; 2025Q2: 109,441 shares; 2025Q3: 127,523 shares; 2025Q4: 131,849 shares; 2026Q1: 136,207 shares 136,207 $49.5M 0.07% +4,358 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: 255,187 shares; 2024Q4: 146,935 shares; 2025Q1: 153,695 shares; 2025Q2: 152,031 shares; 2025Q3: 1,165,543 shares; 2025Q4: 990,462 shares; 2026Q1: 1,000,721 shares 1,000,721 $49.4M 0.07% +10,259 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: 191,087 shares; 2024Q4: 180,940 shares; 2025Q1: 190,649 shares; 2025Q2: 200,092 shares; 2025Q3: 198,036 shares; 2025Q4: 208,607 shares; 2026Q1: 230,984 shares 230,984 $49.4M 0.07% +22,377 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: 249,006 shares; 2024Q4: 99,771 shares; 2025Q1: 80,487 shares; 2025Q2: 80,388 shares; 2025Q3: 88,597 shares; 2025Q4: 99,597 shares; 2026Q1: 96,631 shares 96,631 $48.3M 0.07% -2,966 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: 211,804 shares; 2024Q4: 236,914 shares; 2025Q1: 204,853 shares; 2025Q2: not reported; 2025Q3: 235,672 shares; 2025Q4: 291,608 shares; 2026Q1: 288,723 shares 288,723 $47.7M 0.07% -2,885 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,924,028 shares; 2024Q4: 1,863,839 shares; 2025Q1: 1,740,454 shares; 2025Q2: 1,628,282 shares; 2025Q3: 1,509,693 shares; 2025Q4: 1,487,801 shares; 2026Q1: 1,446,971 shares 1,446,971 $47.7M 0.07% -40,830 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,013 shares; 2024Q4: 31,448 shares; 2025Q1: 267,714 shares; 2025Q2: 383,505 shares; 2025Q3: 463,125 shares; 2025Q4: 435,602 shares; 2026Q1: 437,370 shares 437,370 $47.3M 0.07% +1,768 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: not reported; 2024Q4: 147,289 shares; 2025Q1: 152,707 shares; 2025Q2: 130,133 shares; 2025Q3: 130,245 shares; 2025Q4: 150,285 shares; 2026Q1: 155,940 shares 155,940 $47.2M 0.07% +5,655 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: 167,822 shares; 2024Q4: 155,316 shares; 2025Q1: 157,659 shares; 2025Q2: 173,476 shares; 2025Q3: 244,076 shares; 2025Q4: 292,417 shares; 2026Q1: 345,256 shares 345,256 $46.9M 0.07% +52,839 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: 38,945 shares; 2024Q4: 37,543 shares; 2025Q1: 35,775 shares; 2025Q2: 37,934 shares; 2025Q3: 51,071 shares; 2025Q4: 92,532 shares; 2026Q1: 134,605 shares 134,605 $46.2M 0.07% +42,073 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,757 shares; 2024Q4: 235,147 shares; 2025Q1: 373,328 shares; 2025Q2: 543,121 shares; 2025Q3: 645,899 shares; 2025Q4: 664,789 shares; 2026Q1: 670,533 shares 670,533 $45.6M 0.07% +5,744 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: 1,600,934 shares; 2024Q4: 1,282,333 shares; 2025Q1: 1,300,303 shares; 2025Q2: 1,305,684 shares; 2025Q3: 1,215,209 shares; 2025Q4: 1,187,547 shares; 2026Q1: 1,342,067 shares 1,342,067 $45.4M 0.07% +154,520 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: 40,720 shares; 2024Q4: 38,043 shares; 2025Q1: 36,636 shares; 2025Q2: 39,996 shares; 2025Q3: 41,648 shares; 2025Q4: 54,170 shares; 2026Q1: 51,878 shares 51,878 $45.3M 0.07% -2,292 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 634,029 shares; 2025Q3: 788,303 shares; 2025Q4: 1,872,341 shares; 2026Q1: 1,752,223 shares 1,752,223 $45.3M 0.07% -120,118 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: 446,149 shares; 2024Q4: 311,853 shares; 2025Q1: 311,107 shares; 2025Q2: 117,546 shares; 2025Q3: 319,848 shares; 2025Q4: 342,108 shares; 2026Q1: 340,381 shares 340,381 $44.6M 0.07% -1,727 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: 915,518 shares; 2024Q4: 584,158 shares; 2025Q1: 578,232 shares; 2025Q2: 576,890 shares; 2025Q3: 687,851 shares; 2025Q4: 725,840 shares; 2026Q1: 886,178 shares 886,178 $44.5M 0.07% +160,338 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 957,821 shares; 2024Q4: 822,923 shares; 2025Q1: 833,894 shares; 2025Q2: 911,065 shares; 2025Q3: 954,866 shares; 2025Q4: 2,032,818 shares; 2026Q1: 1,747,444 shares 1,747,444 $44.5M 0.07% -285,374 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: 90,570 shares; 2024Q4: 63,591 shares; 2025Q1: 70,777 shares; 2025Q2: 54,795 shares; 2025Q3: 50,988 shares; 2025Q4: 73,111 shares; 2026Q1: 429,384 shares 429,384 $44.4M 0.07% +356,273 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: 35,635 shares; 2024Q4: 35,287 shares; 2025Q1: 36,039 shares; 2025Q2: 49,234 shares; 2025Q3: 59,778 shares; 2025Q4: 70,235 shares; 2026Q1: 81,092 shares 81,092 $43.6M 0.06% +10,857 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 659,681 shares; 2025Q1: 705,785 shares; 2025Q2: 764,582 shares; 2025Q3: 821,622 shares; 2025Q4: 2,092,664 shares; 2026Q1: 1,720,098 shares 1,720,098 $43.6M 0.06% -372,566 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,958 shares; 2025Q2: 43,206 shares; 2025Q3: 616,903 shares; 2025Q4: 742,208 shares; 2026Q1: 841,677 shares 841,677 $43.6M 0.06% +99,469 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: 103,872 shares; 2024Q4: 99,117 shares; 2025Q1: 117,351 shares; 2025Q2: 116,890 shares; 2025Q3: 114,300 shares; 2025Q4: 131,278 shares; 2026Q1: 144,988 shares 144,988 $43.3M 0.06% +13,710 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,639 shares; 2024Q4: 192,213 shares; 2025Q1: 200,323 shares; 2025Q2: 309,171 shares; 2025Q3: 380,343 shares; 2025Q4: 391,964 shares; 2026Q1: 319,789 shares 319,789 $43.2M 0.06% -72,175 Timeline ESGE 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: 672,991 shares; 2024Q4: 739,766 shares; 2025Q1: 751,219 shares; 2025Q2: 762,669 shares; 2025Q3: 925,427 shares; 2025Q4: 945,667 shares; 2026Q1: 937,064 shares 937,064 $42.6M 0.06% -8,603 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: 270,597 shares; 2024Q4: 54,082 shares; 2025Q1: 51,793 shares; 2025Q2: 45,940 shares; 2025Q3: 291,031 shares; 2025Q4: 266,132 shares; 2026Q1: 289,403 shares 289,403 $42.4M 0.06% +23,271 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,806 shares; 2024Q4: 126,605 shares; 2025Q1: 134,768 shares; 2025Q2: 238,811 shares; 2025Q3: 272,034 shares; 2025Q4: 344,932 shares; 2026Q1: 322,211 shares 322,211 $42.2M 0.06% -22,721 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 423,161 shares; 2024Q4: 417,807 shares; 2025Q1: 399,769 shares; 2025Q2: 391,216 shares; 2025Q3: 263,496 shares; 2025Q4: 319,604 shares; 2026Q1: 564,162 shares 564,162 $41.9M 0.06% +244,558 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: 38,285 shares; 2024Q4: 34,587 shares; 2025Q1: 31,196 shares; 2025Q2: 27,932 shares; 2025Q3: 254,840 shares; 2025Q4: 452,069 shares; 2026Q1: 382,126 shares 382,126 $41.6M 0.06% -69,943 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87,743 shares; 2025Q1: 89,826 shares; 2025Q2: 120,779 shares; 2025Q3: 195,979 shares; 2025Q4: 211,450 shares; 2026Q1: 200,690 shares 200,690 $41.6M 0.06% -10,760 Timeline SCHP 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: 274,882 shares; 2024Q4: 336,713 shares; 2025Q1: 340,007 shares; 2025Q2: 318,096 shares; 2025Q3: 2,198,822 shares; 2025Q4: 1,860,710 shares; 2026Q1: 1,562,352 shares 1,562,352 $41.6M 0.06% -298,358 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: 11,523 shares; 2024Q4: 12,156 shares; 2025Q1: 13,438 shares; 2025Q2: 42,108 shares; 2025Q3: 45,731 shares; 2025Q4: 43,969 shares; 2026Q1: 46,376 shares 46,376 $41.5M 0.06% +2,407 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: 80,477 shares; 2024Q4: 78,098 shares; 2025Q1: 84,013 shares; 2025Q2: 73,051 shares; 2025Q3: 81,611 shares; 2025Q4: 100,848 shares; 2026Q1: 127,095 shares 127,095 $41.4M 0.06% +26,247 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: 583,664 shares; 2024Q4: 228,467 shares; 2025Q1: 236,753 shares; 2025Q2: 241,430 shares; 2025Q3: 295,885 shares; 2025Q4: 325,035 shares; 2026Q1: 296,654 shares 296,654 $41.3M 0.06% -28,381 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,586 shares; 2024Q4: 323,019 shares; 2025Q1: 358,254 shares; 2025Q2: 494,961 shares; 2025Q3: 426,302 shares; 2025Q4: 458,159 shares; 2026Q1: 445,049 shares 445,049 $41.1M 0.06% -13,110 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 992,695 shares; 2024Q4: 866,358 shares; 2025Q1: 859,031 shares; 2025Q2: 947,342 shares; 2025Q3: 1,069,676 shares; 2025Q4: 2,122,321 shares; 2026Q1: 1,577,995 shares 1,577,995 $40.4M 0.06% -544,326 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: 388,403 shares; 2024Q4: 148,301 shares; 2025Q1: 143,736 shares; 2025Q2: not reported; 2025Q3: 145,658 shares; 2025Q4: 143,337 shares; 2026Q1: 149,073 shares 149,073 $40.3M 0.06% +5,736 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: 35,025 shares; 2024Q4: 34,131 shares; 2025Q1: 39,602 shares; 2025Q2: 47,640 shares; 2025Q3: 74,099 shares; 2025Q4: 68,542 shares; 2026Q1: 190,753 shares 190,753 $39.7M 0.06% +122,211 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: 377,473 shares; 2024Q4: 359,219 shares; 2025Q1: 400,042 shares; 2025Q2: 370,567 shares; 2025Q3: 339,076 shares; 2025Q4: 417,050 shares; 2026Q1: 350,382 shares 350,382 $39.6M 0.06% -66,668 Timeline ORKA ORUKA THERAPEUTICS INC More: the full row for ORUKA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 852,338 shares; 2025Q3: 852,411 shares; 2025Q4: 745,277 shares; 2026Q1: 802,470 shares 802,470 $39.4M 0.06% +57,193 Timeline DEM 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: 416,488 shares; 2024Q4: 466,297 shares; 2025Q1: 494,278 shares; 2025Q2: 535,984 shares; 2025Q3: 660,307 shares; 2025Q4: 750,901 shares; 2026Q1: 791,444 shares 791,444 $39.3M 0.06% +40,543 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: 164,992 shares; 2024Q4: 181,389 shares; 2025Q1: 228,959 shares; 2025Q2: 176,390 shares; 2025Q3: 170,530 shares; 2025Q4: 162,435 shares; 2026Q1: 180,680 shares 180,680 $39.3M 0.06% +18,245 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: 129,468 shares; 2025Q1: 257,455 shares; 2025Q2: 290,197 shares; 2025Q3: 310,981 shares; 2025Q4: 404,775 shares; 2026Q1: 318,954 shares 318,954 $39.2M 0.06% -85,821 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: 134,367 shares; 2024Q4: 48,392 shares; 2025Q1: 39,258 shares; 2025Q2: 30,444 shares; 2025Q3: 512,193 shares; 2025Q4: 644,754 shares; 2026Q1: 349,197 shares 349,197 $38.7M 0.06% -295,557 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: 252,631 shares; 2024Q4: 371,420 shares; 2025Q1: 523,849 shares; 2025Q2: 580,146 shares; 2025Q3: 488,224 shares; 2025Q4: 507,301 shares; 2026Q1: 513,918 shares 513,918 $38.6M 0.06% +6,617 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: 152,446 shares; 2024Q4: 174,017 shares; 2025Q1: 173,130 shares; 2025Q2: 172,846 shares; 2025Q3: 560,874 shares; 2025Q4: 529,120 shares; 2026Q1: 465,787 shares 465,787 $38.5M 0.06% -63,333 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: 233,189 shares; 2024Q4: 469,527 shares; 2025Q1: 455,960 shares; 2025Q2: 414,805 shares; 2025Q3: 469,035 shares; 2025Q4: 497,971 shares; 2026Q1: 499,729 shares 499,729 $38.5M 0.06% +1,758 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: 994,041 shares; 2024Q4: 1,278,036 shares; 2025Q1: 1,342,186 shares; 2025Q2: 1,129,961 shares; 2025Q3: 1,091,049 shares; 2025Q4: 1,135,396 shares; 2026Q1: 1,319,737 shares 1,319,737 $38.4M 0.06% +184,341 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 337,059 shares; 2024Q4: 319,219 shares; 2025Q1: 308,693 shares; 2025Q2: 308,867 shares; 2025Q3: 251,693 shares; 2025Q4: 270,045 shares; 2026Q1: 270,189 shares 270,189 $38.2M 0.06% +144 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,658 shares; 2024Q4: 7,161 shares; 2025Q1: 7,138 shares; 2025Q2: 14,001 shares; 2025Q3: 121,136 shares; 2025Q4: 142,676 shares; 2026Q1: 141,222 shares 141,222 $38.2M 0.06% -1,454 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,173,408 shares; 2024Q4: 539,593 shares; 2025Q1: 758,998 shares; 2025Q2: 751,383 shares; 2025Q3: 727,249 shares; 2025Q4: 709,722 shares; 2026Q1: 1,124,416 shares 1,124,416 $38.2M 0.06% +414,694 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: not reported; 2024Q4: 66,450 shares; 2025Q1: 92,481 shares; 2025Q2: 101,150 shares; 2025Q3: 112,693 shares; 2025Q4: 114,782 shares; 2026Q1: 128,979 shares 128,979 $37.6M 0.06% +14,197 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: 305,746 shares; 2024Q4: 299,095 shares; 2025Q1: 374,835 shares; 2025Q2: 407,198 shares; 2025Q3: 573,251 shares; 2025Q4: 615,614 shares; 2026Q1: 712,930 shares 712,930 $37.5M 0.06% +97,316 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: 299,295 shares; 2024Q4: 274,234 shares; 2025Q1: 284,079 shares; 2025Q2: 275,642 shares; 2025Q3: 279,785 shares; 2025Q4: 274,317 shares; 2026Q1: 283,191 shares 283,191 $37.4M 0.06% +8,874 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: 286,746 shares; 2024Q4: 337,587 shares; 2025Q1: 309,162 shares; 2025Q2: 382,533 shares; 2025Q3: 497,273 shares; 2025Q4: 549,343 shares; 2026Q1: 657,171 shares 657,171 $37.4M 0.06% +107,828 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: 217,049 shares; 2024Q4: 337,991 shares; 2025Q1: 441,358 shares; 2025Q2: 438,743 shares; 2025Q3: 269,276 shares; 2025Q4: 189,478 shares; 2026Q1: 194,219 shares 194,219 $37.3M 0.06% +4,741 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: 68,914 shares; 2024Q4: 272,176 shares; 2025Q1: 284,247 shares; 2025Q2: 383,482 shares; 2025Q3: 405,046 shares; 2025Q4: 405,308 shares; 2026Q1: 416,776 shares 416,776 $37M 0.05% +11,468 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: 48,379 shares; 2024Q4: 40,777 shares; 2025Q1: 37,480 shares; 2025Q2: 33,427 shares; 2025Q3: 396,836 shares; 2025Q4: 330,346 shares; 2026Q1: 253,524 shares 253,524 $37M 0.05% -76,822 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: 181,803 shares; 2024Q4: 165,581 shares; 2025Q1: 173,855 shares; 2025Q2: 179,023 shares; 2025Q3: 190,372 shares; 2025Q4: 201,137 shares; 2026Q1: 224,241 shares 224,241 $36.9M 0.05% +23,104 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,288 shares; 2024Q4: 23,316 shares; 2025Q1: 23,829 shares; 2025Q2: 401,507 shares; 2025Q3: 414,611 shares; 2025Q4: 420,019 shares; 2026Q1: 396,590 shares 396,590 $36.6M 0.05% -23,429 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 462,055 shares; 2024Q4: 962,109 shares; 2025Q1: 1,708,521 shares; 2025Q2: 1,084,519 shares; 2025Q3: 965,851 shares; 2025Q4: 972,184 shares; 2026Q1: 1,054,229 shares 1,054,229 $36.4M 0.05% +82,045 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: 22,650 shares; 2024Q4: 22,162 shares; 2025Q1: 22,339 shares; 2025Q2: 20,657 shares; 2025Q3: 19,857 shares; 2025Q4: 25,463 shares; 2026Q1: 27,550 shares 27,550 $36.4M 0.05% +2,087 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: 911,485 shares; 2024Q4: 695,149 shares; 2025Q1: 633,280 shares; 2025Q2: 574,511 shares; 2025Q3: 476,675 shares; 2025Q4: 445,083 shares; 2026Q1: 397,192 shares 397,192 $36.3M 0.05% -47,891 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,466 shares; 2024Q4: 38,775 shares; 2025Q1: 108,093 shares; 2025Q2: 157,631 shares; 2025Q3: 168,457 shares; 2025Q4: 163,863 shares; 2026Q1: 169,901 shares 169,901 $35.9M 0.05% +6,038 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: 9,182 shares; 2024Q4: 7,587 shares; 2025Q1: 315,573 shares; 2025Q2: 628,486 shares; 2025Q3: 1,277,193 shares; 2025Q4: 1,279,906 shares; 2026Q1: 725,336 shares 725,336 $35.8M 0.05% -554,570 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: 373,752 shares; 2024Q4: 264,279 shares; 2025Q1: 265,374 shares; 2025Q2: 246,880 shares; 2025Q3: 288,285 shares; 2025Q4: 460,917 shares; 2026Q1: 588,491 shares 588,491 $35.7M 0.05% +127,574 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: 1,838,242 shares; 2024Q4: 1,604,768 shares; 2025Q1: 1,421,420 shares; 2025Q2: 1,400,196 shares; 2025Q3: 608,120 shares; 2025Q4: 603,041 shares; 2026Q1: 447,643 shares 447,643 $35.5M 0.05% -155,398 Timeline HYMB 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: 703,795 shares; 2024Q4: 727,536 shares; 2025Q1: 767,476 shares; 2025Q2: 788,459 shares; 2025Q3: 1,436,041 shares; 2025Q4: 1,588,419 shares; 2026Q1: 1,417,335 shares 1,417,335 $35.1M 0.05% -171,084 Timeline SHYD 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: 1,364,153 shares; 2024Q4: 1,429,931 shares; 2025Q1: 1,460,034 shares; 2025Q2: 1,207,928 shares; 2025Q3: 1,662,987 shares; 2025Q4: 1,833,017 shares; 2026Q1: 1,540,541 shares 1,540,541 $34.9M 0.05% -292,476 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,833 shares; 2024Q4: 48,331 shares; 2025Q1: 106,948 shares; 2025Q2: 201,715 shares; 2025Q3: 195,926 shares; 2025Q4: 149,298 shares; 2026Q1: 125,616 shares 125,616 $34.6M 0.05% -23,682 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,251 shares; 2024Q4: 193,495 shares; 2025Q1: 220,393 shares; 2025Q2: 367,607 shares; 2025Q3: 367,967 shares; 2025Q4: 373,524 shares; 2026Q1: 360,425 shares 360,425 $34.1M 0.05% -13,099 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: 361,417 shares; 2024Q4: 348,995 shares; 2025Q1: 315,601 shares; 2025Q2: 294,867 shares; 2025Q3: 291,011 shares; 2025Q4: 609,616 shares; 2026Q1: 361,291 shares 361,291 $34M 0.05% -248,325 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: 66,052 shares; 2024Q4: 28,951 shares; 2025Q1: 24,453 shares; 2025Q2: 25,208 shares; 2025Q3: 27,957 shares; 2025Q4: 29,913 shares; 2026Q1: 39,311 shares 39,311 $34M 0.05% +9,398 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: 2,078,664 shares; 2024Q4: 1,983,729 shares; 2025Q1: 1,922,675 shares; 2025Q2: 1,866,879 shares; 2025Q3: 1,582,342 shares; 2025Q4: 1,437,525 shares; 2026Q1: 1,400,381 shares 1,400,381 $34M 0.05% -37,144 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,802 shares; 2024Q4: 68,128 shares; 2025Q1: 111,670 shares; 2025Q2: 341,957 shares; 2025Q3: 427,286 shares; 2025Q4: 423,631 shares; 2026Q1: 372,081 shares 372,081 $33.9M 0.05% -51,550 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: 6,003 shares; 2024Q4: 7,422 shares; 2025Q1: 4,571 shares; 2025Q2: 19,784 shares; 2025Q3: 467,286 shares; 2025Q4: 430,441 shares; 2026Q1: 335,653 shares 335,653 $33.8M 0.05% -94,788 Timeline HDEF 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: 22,770 shares; 2024Q4: 11,687 shares; 2025Q1: 16,053 shares; 2025Q2: 11,460 shares; 2025Q3: 1,831,804 shares; 2025Q4: 1,835,107 shares; 2026Q1: 1,033,199 shares 1,033,199 $33.5M 0.05% -801,908 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: 278,438 shares; 2024Q4: 255,634 shares; 2025Q1: 235,437 shares; 2025Q2: 232,356 shares; 2025Q3: 260,312 shares; 2025Q4: 333,627 shares; 2026Q1: 359,935 shares 359,935 $33.4M 0.05% +26,308 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: 354,733 shares; 2024Q4: 126,651 shares; 2025Q1: 128,348 shares; 2025Q2: 119,020 shares; 2025Q3: 120,880 shares; 2025Q4: 128,493 shares; 2026Q1: 137,605 shares 137,605 $33.4M 0.05% +9,112 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: 606,115 shares; 2025Q1: 1,175,937 shares; 2025Q2: 515,844 shares; 2025Q3: 418,028 shares; 2025Q4: 408,468 shares; 2026Q1: 392,404 shares 392,404 $33.3M 0.05% -16,064 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,909 shares; 2024Q4: 87,325 shares; 2025Q1: 94,292 shares; 2025Q2: 94,477 shares; 2025Q3: 106,432 shares; 2025Q4: 144,295 shares; 2026Q1: 159,124 shares 159,124 $33.3M 0.05% +14,829 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: 391,834 shares; 2024Q4: 386,666 shares; 2025Q1: 377,314 shares; 2025Q2: 406,136 shares; 2025Q3: 445,025 shares; 2025Q4: 445,372 shares; 2026Q1: 442,323 shares 442,323 $32M 0.05% -3,049 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: 147,132 shares; 2024Q4: 143,289 shares; 2025Q1: 130,217 shares; 2025Q2: 130,638 shares; 2025Q3: 128,772 shares; 2025Q4: 167,037 shares; 2026Q1: 162,886 shares 162,886 $31.6M 0.05% -4,151 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: 50,880 shares; 2024Q4: 47,410 shares; 2025Q1: 45,272 shares; 2025Q2: 44,380 shares; 2025Q3: 794,616 shares; 2025Q4: 665,834 shares; 2026Q1: 322,809 shares 322,809 $31.2M 0.05% -343,025 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: 201,651 shares; 2024Q4: 287,752 shares; 2025Q1: 221,413 shares; 2025Q2: 243,812 shares; 2025Q3: 313,178 shares; 2025Q4: 340,980 shares; 2026Q1: 329,593 shares 329,593 $31M 0.05% -11,387 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320,871 shares; 2024Q4: 292,558 shares; 2025Q1: 278,469 shares; 2025Q2: 313,693 shares; 2025Q3: 261,552 shares; 2025Q4: 263,059 shares; 2026Q1: 262,643 shares 262,643 $30.9M 0.05% -416 Timeline DES 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: 377,678 shares; 2024Q4: 538,263 shares; 2025Q1: 593,740 shares; 2025Q2: 590,173 shares; 2025Q3: 845,624 shares; 2025Q4: 915,516 shares; 2026Q1: 850,320 shares 850,320 $30.6M 0.05% -65,196 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: 52,407 shares; 2024Q4: 55,273 shares; 2025Q1: 55,802 shares; 2025Q2: 56,865 shares; 2025Q3: 47,680 shares; 2025Q4: 51,049 shares; 2026Q1: 64,054 shares 64,054 $29.5M 0.04% +13,005 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: 158,042 shares; 2024Q4: 188,483 shares; 2025Q1: 208,294 shares; 2025Q2: 211,241 shares; 2025Q3: 198,409 shares; 2025Q4: 216,507 shares; 2026Q1: 225,404 shares 225,404 $29.5M 0.04% +8,897 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: 189,950 shares; 2024Q4: 198,410 shares; 2025Q1: 208,937 shares; 2025Q2: 173,899 shares; 2025Q3: 316,367 shares; 2025Q4: 318,585 shares; 2026Q1: 299,825 shares 299,825 $29.2M 0.04% -18,760 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: 128,734 shares; 2024Q4: 142,591 shares; 2025Q1: 144,103 shares; 2025Q2: 154,260 shares; 2025Q3: 151,782 shares; 2025Q4: 153,018 shares; 2026Q1: 122,065 shares 122,065 $28.8M 0.04% -30,953 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: 50,346 shares; 2024Q4: 44,611 shares; 2025Q1: 42,947 shares; 2025Q2: 39,046 shares; 2025Q3: 381,567 shares; 2025Q4: 302,170 shares; 2026Q1: 367,659 shares 367,659 $28.8M 0.04% +65,489 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,932 shares; 2024Q4: 24,490 shares; 2025Q1: 22,149 shares; 2025Q2: 143,095 shares; 2025Q3: 195,822 shares; 2025Q4: 206,917 shares; 2026Q1: 227,105 shares 227,105 $28.7M 0.04% +20,188 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,069 shares; 2024Q4: 244,930 shares; 2025Q1: 221,935 shares; 2025Q2: 230,119 shares; 2025Q3: 240,361 shares; 2025Q4: 244,677 shares; 2026Q1: 249,548 shares 249,548 $28.2M 0.04% +4,871 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: 37,205 shares; 2024Q4: 37,986 shares; 2025Q1: 37,233 shares; 2025Q2: 45,596 shares; 2025Q3: 51,763 shares; 2025Q4: 49,694 shares; 2026Q1: 56,843 shares 56,843 $28.2M 0.04% +7,149 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: 108,482 shares; 2024Q4: 181,620 shares; 2025Q1: 183,666 shares; 2025Q2: 180,809 shares; 2025Q3: 179,919 shares; 2025Q4: 195,484 shares; 2026Q1: 212,832 shares 212,832 $28.1M 0.04% +17,348 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: 43,034 shares; 2024Q4: 38,789 shares; 2025Q1: 36,871 shares; 2025Q2: 53,097 shares; 2025Q3: 58,211 shares; 2025Q4: 67,634 shares; 2026Q1: 67,482 shares 67,482 $28.1M 0.04% -152 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 580,906 shares; 2024Q4: 614,229 shares; 2025Q1: 818,467 shares; 2025Q2: 950,800 shares; 2025Q3: 1,089,617 shares; 2025Q4: 1,037,347 shares; 2026Q1: 1,063,475 shares 1,063,475 $27.5M 0.04% +26,128 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: 131,154 shares; 2024Q4: 33,655 shares; 2025Q1: 34,730 shares; 2025Q2: 50,136 shares; 2025Q3: 46,075 shares; 2025Q4: 48,010 shares; 2026Q1: 48,611 shares 48,611 $27.4M 0.04% +601 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: 20,637 shares; 2024Q4: 23,954 shares; 2025Q1: 23,970 shares; 2025Q2: 25,361 shares; 2025Q3: 121,579 shares; 2025Q4: 110,037 shares; 2026Q1: 100,426 shares 100,426 $27.3M 0.04% -9,611 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,902 shares; 2025Q3: 23,150 shares; 2025Q4: 136,420 shares; 2026Q1: 243,892 shares 243,892 $27.3M 0.04% +107,472 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: 80,492 shares; 2024Q4: 123,777 shares; 2025Q1: 126,484 shares; 2025Q2: 121,156 shares; 2025Q3: 125,398 shares; 2025Q4: 128,993 shares; 2026Q1: 138,210 shares 138,210 $27.3M 0.04% +9,217 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: 48,335 shares; 2024Q4: 65,840 shares; 2025Q1: 76,198 shares; 2025Q2: 101,174 shares; 2025Q3: 168,565 shares; 2025Q4: 174,226 shares; 2026Q1: 169,656 shares 169,656 $27.2M 0.04% -4,570 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: 194,522 shares; 2024Q4: 200,013 shares; 2025Q1: 200,561 shares; 2025Q2: 189,036 shares; 2025Q3: 244,012 shares; 2025Q4: 243,266 shares; 2026Q1: 374,180 shares 374,180 $26.9M 0.04% +130,914 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,934,131 shares; 2024Q4: 506,633 shares; 2025Q1: 1,008,471 shares; 2025Q2: 638,534 shares; 2025Q3: 858,447 shares; 2025Q4: 804,412 shares; 2026Q1: 457,874 shares 457,874 $26.8M 0.04% -346,538 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: 1,809,861 shares; 2024Q4: 1,600,788 shares; 2025Q1: 1,607,151 shares; 2025Q2: 1,578,380 shares; 2025Q3: 1,153,744 shares; 2025Q4: 1,061,312 shares; 2026Q1: 865,348 shares 865,348 $26.8M 0.04% -195,964 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: 114,665 shares; 2024Q4: 142,194 shares; 2025Q1: 172,966 shares; 2025Q2: 171,635 shares; 2025Q3: 188,890 shares; 2025Q4: 193,323 shares; 2026Q1: 142,412 shares 142,412 $26.6M 0.04% -50,911 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: 930,122 shares; 2024Q4: 740,180 shares; 2025Q1: 845,349 shares; 2025Q2: 781,228 shares; 2025Q3: 761,985 shares; 2025Q4: 809,052 shares; 2026Q1: 935,224 shares 935,224 $26.3M 0.04% +126,172 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: 88,513 shares; 2024Q4: 75,667 shares; 2025Q1: 72,601 shares; 2025Q2: 82,288 shares; 2025Q3: 92,298 shares; 2025Q4: 93,500 shares; 2026Q1: 116,056 shares 116,056 $26.2M 0.04% +22,556 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: 16,813 shares; 2025Q1: 16,815 shares; 2025Q2: 17,225 shares; 2025Q3: 20,623 shares; 2025Q4: 20,451 shares; 2026Q1: 27,144 shares 27,144 $26.1M 0.04% +6,693 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 495,427 shares; 2024Q4: 512,616 shares; 2025Q1: 516,091 shares; 2025Q2: 452,961 shares; 2025Q3: 434,266 shares; 2025Q4: 422,108 shares; 2026Q1: 461,055 shares 461,055 $26.1M 0.04% +38,947 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,329 shares; 2024Q4: 70,779 shares; 2025Q1: 71,942 shares; 2025Q2: 272,949 shares; 2025Q3: 299,591 shares; 2025Q4: 287,550 shares; 2026Q1: 281,717 shares 281,717 $25.9M 0.04% -5,833 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: 75,531 shares; 2024Q4: 68,521 shares; 2025Q1: 56,749 shares; 2025Q2: 67,059 shares; 2025Q3: 89,891 shares; 2025Q4: 110,682 shares; 2026Q1: 136,425 shares 136,425 $25.9M 0.04% +25,743 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 594 shares; 2024Q4: 875 shares; 2025Q1: 1,550 shares; 2025Q2: 3,179 shares; 2025Q3: 6,877 shares; 2025Q4: 15,057 shares; 2026Q1: 18,755 shares 18,755 $25.9M 0.04% +3,698 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: 157,314 shares; 2024Q4: 144,930 shares; 2025Q1: 144,866 shares; 2025Q2: 142,108 shares; 2025Q3: 135,338 shares; 2025Q4: 136,626 shares; 2026Q1: 137,994 shares 137,994 $25.8M 0.04% +1,368 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: 369,902 shares; 2024Q4: 225,023 shares; 2025Q1: 224,303 shares; 2025Q2: 211,732 shares; 2025Q3: 228,773 shares; 2025Q4: 240,975 shares; 2026Q1: 267,163 shares 267,163 $25.7M 0.04% +26,188 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,160 shares; 2024Q4: 137,181 shares; 2025Q1: 251,467 shares; 2025Q2: 225,241 shares; 2025Q3: 286,056 shares; 2025Q4: 274,680 shares; 2026Q1: 345,259 shares 345,259 $25.7M 0.04% +70,579 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: 67,585 shares; 2024Q4: 73,770 shares; 2025Q1: 76,502 shares; 2025Q2: 105,663 shares; 2025Q3: 115,823 shares; 2025Q4: 117,666 shares; 2026Q1: 123,024 shares 123,024 $25.6M 0.04% +5,358 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: not reported; 2024Q4: 409,989 shares; 2025Q1: 307,772 shares; 2025Q2: not reported; 2025Q3: 252,457 shares; 2025Q4: 258,224 shares; 2026Q1: 237,866 shares 237,866 $25.6M 0.04% -20,358 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: not reported; 2024Q4: 150,299 shares; 2025Q1: 175,296 shares; 2025Q2: 146,903 shares; 2025Q3: 175,843 shares; 2025Q4: 198,853 shares; 2026Q1: 193,428 shares 193,428 $25.4M 0.04% -5,425 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: 228,238 shares; 2024Q4: 414,431 shares; 2025Q1: 576,272 shares; 2025Q2: 411,806 shares; 2025Q3: 342,500 shares; 2025Q4: 325,101 shares; 2026Q1: 555,624 shares 555,624 $25.1M 0.04% +230,523 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,499 shares; 2024Q4: 53,604 shares; 2025Q1: 120,925 shares; 2025Q2: 231,504 shares; 2025Q3: 285,953 shares; 2025Q4: 292,628 shares; 2026Q1: 302,333 shares 302,333 $24.8M 0.04% +9,705 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: not reported; 2024Q4: 89,190 shares; 2025Q1: 67,280 shares; 2025Q2: 88,195 shares; 2025Q3: 105,494 shares; 2025Q4: 107,756 shares; 2026Q1: 123,930 shares 123,930 $24.7M 0.04% +16,174 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 407,753 shares; 2024Q4: 451,554 shares; 2025Q1: 471,440 shares; 2025Q2: 455,699 shares; 2025Q3: 666,023 shares; 2025Q4: 679,923 shares; 2026Q1: 540,564 shares 540,564 $24.6M 0.04% -139,359 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: 148,170 shares; 2024Q4: 145,759 shares; 2025Q1: 142,007 shares; 2025Q2: 134,906 shares; 2025Q3: 136,371 shares; 2025Q4: 156,158 shares; 2026Q1: 160,764 shares 160,764 $24.6M 0.04% +4,606 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: not reported; 2024Q4: 91,715 shares; 2025Q1: 83,149 shares; 2025Q2: 91,279 shares; 2025Q3: 103,300 shares; 2025Q4: 113,943 shares; 2026Q1: 119,948 shares 119,948 $24.4M 0.04% +6,005 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,276 shares; 2024Q4: 41,223 shares; 2025Q1: 41,053 shares; 2025Q2: 40,623 shares; 2025Q3: 40,316 shares; 2025Q4: 41,093 shares; 2026Q1: 39,964 shares 39,964 $24.2M 0.04% -1,129 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: 271,107 shares; 2024Q4: 243,705 shares; 2025Q1: 236,210 shares; 2025Q2: 270,260 shares; 2025Q3: 355,082 shares; 2025Q4: 347,003 shares; 2026Q1: 418,464 shares 418,464 $23.8M 0.04% +71,461 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: not reported; 2024Q4: 57,553 shares; 2025Q1: 55,401 shares; 2025Q2: 50,797 shares; 2025Q3: 60,635 shares; 2025Q4: 88,837 shares; 2026Q1: 74,673 shares 74,673 $23.8M 0.04% -14,164 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: 90,146 shares; 2024Q4: 88,708 shares; 2025Q1: 90,899 shares; 2025Q2: 83,907 shares; 2025Q3: 80,881 shares; 2025Q4: 152,504 shares; 2026Q1: 112,059 shares 112,059 $23.7M 0.04% -40,445 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: 114,354 shares; 2024Q4: 88,491 shares; 2025Q1: 59,314 shares; 2025Q2: 57,035 shares; 2025Q3: 85,587 shares; 2025Q4: 110,827 shares; 2026Q1: 128,746 shares 128,746 $23.5M 0.03% +17,919 Timeline AVXC 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: 202,419 shares; 2025Q3: 323,614 shares; 2025Q4: 334,097 shares; 2026Q1: 346,266 shares 346,266 $23.4M 0.03% +12,169 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,660 shares; 2024Q4: 157,937 shares; 2025Q1: 160,581 shares; 2025Q2: 307,980 shares; 2025Q3: 343,964 shares; 2025Q4: 349,752 shares; 2026Q1: 379,215 shares 379,215 $23.3M 0.03% +29,463 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,457 shares; 2024Q4: 86,258 shares; 2025Q1: 86,902 shares; 2025Q2: 109,357 shares; 2025Q3: 149,540 shares; 2025Q4: 137,664 shares; 2026Q1: 134,018 shares 134,018 $23.2M 0.03% -3,646 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,512,580 shares; 2026Q1: 2,564,625 shares 2,564,625 $23.2M 0.03% +1,052,045 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: 6,066 shares; 2024Q4: 2,989 shares; 2025Q1: 2,865 shares; 2025Q2: 3,880 shares; 2025Q3: 4,305 shares; 2025Q4: 45,036 shares; 2026Q1: 5,480 shares 5,480 $23.1M 0.03% -39,556 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: 92,772 shares; 2024Q4: 96,244 shares; 2025Q1: 84,937 shares; 2025Q2: 107,083 shares; 2025Q3: 115,938 shares; 2025Q4: 134,908 shares; 2026Q1: 126,403 shares 126,403 $23.1M 0.03% -8,505 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: 207,720 shares; 2024Q4: 99,357 shares; 2025Q1: 83,428 shares; 2025Q2: 65,617 shares; 2025Q3: 889,839 shares; 2025Q4: 898,123 shares; 2026Q1: 366,642 shares 366,642 $22.9M 0.03% -531,481 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: 185,766 shares; 2024Q4: 174,164 shares; 2025Q1: 173,736 shares; 2025Q2: 175,376 shares; 2025Q3: 158,068 shares; 2025Q4: 179,477 shares; 2026Q1: 150,983 shares 150,983 $22.9M 0.03% -28,494 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: 256,238 shares; 2024Q4: 235,600 shares; 2025Q1: 241,752 shares; 2025Q2: 241,471 shares; 2025Q3: 243,108 shares; 2025Q4: 249,674 shares; 2026Q1: 235,866 shares 235,866 $22.8M 0.03% -13,808 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: 92,464 shares; 2024Q4: 86,781 shares; 2025Q1: 89,493 shares; 2025Q2: 92,092 shares; 2025Q3: 215,527 shares; 2025Q4: 201,070 shares; 2026Q1: 229,789 shares 229,789 $22.6M 0.03% +28,719 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321,603 shares; 2024Q4: 298,248 shares; 2025Q1: 299,727 shares; 2025Q2: 279,263 shares; 2025Q3: 275,697 shares; 2025Q4: 246,073 shares; 2026Q1: 570,714 shares 570,714 $22.5M 0.03% +324,641 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: 97,481 shares; 2024Q4: 107,828 shares; 2025Q1: 102,174 shares; 2025Q2: 138,266 shares; 2025Q3: 111,932 shares; 2025Q4: 103,559 shares; 2026Q1: 162,433 shares 162,433 $22.5M 0.03% +58,874 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: 387,079 shares; 2024Q4: 329,195 shares; 2025Q1: 347,274 shares; 2025Q2: 347,309 shares; 2025Q3: 377,194 shares; 2025Q4: 471,556 shares; 2026Q1: 423,029 shares 423,029 $22.3M 0.03% -48,527 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,273 shares; 2024Q4: 37,063 shares; 2025Q1: 71,053 shares; 2025Q2: 92,795 shares; 2025Q3: 121,320 shares; 2025Q4: 132,116 shares; 2026Q1: 141,415 shares 141,415 $22M 0.03% +9,299 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: not reported; 2024Q4: 33,608 shares; 2025Q1: 35,866 shares; 2025Q2: 30,767 shares; 2025Q3: 62,157 shares; 2025Q4: 103,916 shares; 2026Q1: 196,040 shares 196,040 $21.9M 0.03% +92,124 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: 15,274 shares; 2024Q4: 13,152 shares; 2025Q1: 14,874 shares; 2025Q2: 24,384 shares; 2025Q3: 32,643 shares; 2025Q4: 35,404 shares; 2026Q1: 41,699 shares 41,699 $21.8M 0.03% +6,295 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: 88,239 shares; 2024Q4: 85,126 shares; 2025Q1: 71,959 shares; 2025Q2: 70,020 shares; 2025Q3: 548,402 shares; 2025Q4: 513,623 shares; 2026Q1: 297,219 shares 297,219 $21.7M 0.03% -216,404 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,347 shares; 2024Q4: 111,176 shares; 2025Q1: 117,612 shares; 2025Q2: 125,633 shares; 2025Q3: 136,830 shares; 2025Q4: 129,630 shares; 2026Q1: 85,607 shares 85,607 $21.4M 0.03% -44,023 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: not reported; 2024Q4: 130,455 shares; 2025Q1: 141,965 shares; 2025Q2: 413,561 shares; 2025Q3: 421,397 shares; 2025Q4: 422,135 shares; 2026Q1: 384,472 shares 384,472 $21.2M 0.03% -37,663 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,167 shares; 2024Q4: 95,194 shares; 2025Q1: 100,415 shares; 2025Q2: 107,488 shares; 2025Q3: 116,005 shares; 2025Q4: 147,535 shares; 2026Q1: 196,396 shares 196,396 $21M 0.03% +48,861 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: not reported; 2024Q4: 121,385 shares; 2025Q1: 123,159 shares; 2025Q2: 104,637 shares; 2025Q3: 221,968 shares; 2025Q4: 251,733 shares; 2026Q1: 260,717 shares 260,717 $20.9M 0.03% +8,984 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,268 shares; 2024Q4: 3,694 shares; 2025Q1: 3,883 shares; 2025Q2: 4,063 shares; 2025Q3: 143,613 shares; 2025Q4: 123,784 shares; 2026Q1: 114,990 shares 114,990 $20.7M 0.03% -8,794 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: 18,202 shares; 2024Q4: 25,465 shares; 2025Q1: 32,778 shares; 2025Q2: 67,329 shares; 2025Q3: 65,720 shares; 2025Q4: 83,394 shares; 2026Q1: 64,353 shares 64,353 $20.6M 0.03% -19,041 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: 57,779 shares; 2024Q4: 53,978 shares; 2025Q1: 58,889 shares; 2025Q2: 62,790 shares; 2025Q3: 64,011 shares; 2025Q4: 68,853 shares; 2026Q1: 69,223 shares 69,223 $20.4M 0.03% +370 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: 30,356 shares; 2024Q4: 25,568 shares; 2025Q1: 21,896 shares; 2025Q2: 24,948 shares; 2025Q3: 295,412 shares; 2025Q4: 235,021 shares; 2026Q1: 248,739 shares 248,739 $20.4M 0.03% +13,718 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: 15,829 shares; 2024Q4: 52,613 shares; 2025Q1: 108,440 shares; 2025Q2: 89,063 shares; 2025Q3: 75,298 shares; 2025Q4: 76,408 shares; 2026Q1: 64,023 shares 64,023 $20.4M 0.03% -12,385 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276,965 shares; 2024Q4: 260,620 shares; 2025Q1: 261,612 shares; 2025Q2: 164,116 shares; 2025Q3: 196,284 shares; 2025Q4: 200,176 shares; 2026Q1: 176,106 shares 176,106 $20.3M 0.03% -24,070 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: 30,829 shares; 2024Q4: 52,172 shares; 2025Q1: 52,076 shares; 2025Q2: 56,198 shares; 2025Q3: 271,856 shares; 2025Q4: 585,160 shares; 2026Q1: 440,971 shares 440,971 $20.2M 0.03% -144,189 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: 225,554 shares; 2024Q4: 208,681 shares; 2025Q1: 199,584 shares; 2025Q2: not reported; 2025Q3: 166,834 shares; 2025Q4: 166,268 shares; 2026Q1: 102,049 shares 102,049 $20.2M 0.03% -64,219 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,292 shares; 2024Q4: 194,592 shares; 2025Q1: 291,392 shares; 2025Q2: 626,748 shares; 2025Q3: 674,894 shares; 2025Q4: 623,588 shares; 2026Q1: 737,292 shares 737,292 $20.1M 0.03% +113,704 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: 229,715 shares; 2024Q4: 211,770 shares; 2025Q1: 202,056 shares; 2025Q2: 191,538 shares; 2025Q3: 194,244 shares; 2025Q4: 206,206 shares; 2026Q1: 222,857 shares 222,857 $20M 0.03% +16,651 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,186 shares; 2024Q4: 69,152 shares; 2025Q1: 74,014 shares; 2025Q2: 84,605 shares; 2025Q3: 92,822 shares; 2025Q4: 97,627 shares; 2026Q1: 101,846 shares 101,846 $20M 0.03% +4,219 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 145,551 shares; 2025Q4: 145,942 shares; 2026Q1: 157,336 shares 157,336 $19.9M 0.03% +11,394 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: 70,159 shares; 2024Q4: 79,195 shares; 2025Q1: 127,130 shares; 2025Q2: 102,865 shares; 2025Q3: 108,332 shares; 2025Q4: 113,035 shares; 2026Q1: 125,487 shares 125,487 $19.7M 0.03% +12,452 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: 245,506 shares; 2024Q4: 235,052 shares; 2025Q1: 258,207 shares; 2025Q2: 265,620 shares; 2025Q3: 440,028 shares; 2025Q4: 544,117 shares; 2026Q1: 345,824 shares 345,824 $19.6M 0.03% -198,293 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,256 shares; 2024Q4: 34,492 shares; 2025Q1: 43,327 shares; 2025Q2: 60,112 shares; 2025Q3: 110,102 shares; 2025Q4: 205,046 shares; 2026Q1: 266,744 shares 266,744 $19.5M 0.03% +61,698 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,222 shares; 2024Q4: 64,811 shares; 2025Q1: 176,117 shares; 2025Q2: 197,051 shares; 2025Q3: 231,247 shares; 2025Q4: 255,127 shares; 2026Q1: 293,288 shares 293,288 $19.5M 0.03% +38,161 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: 180,077 shares; 2024Q4: 126,266 shares; 2025Q1: 102,211 shares; 2025Q2: 70,922 shares; 2025Q3: 75,449 shares; 2025Q4: 81,864 shares; 2026Q1: 79,584 shares 79,584 $19.4M 0.03% -2,280 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,282 shares; 2024Q4: 82,808 shares; 2025Q1: 88,670 shares; 2025Q2: 93,078 shares; 2025Q3: 133,087 shares; 2025Q4: 154,151 shares; 2026Q1: 174,744 shares 174,744 $19.4M 0.03% +20,593 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: 76,153 shares; 2024Q4: 83,534 shares; 2025Q1: 85,553 shares; 2025Q2: 69,130 shares; 2025Q3: 67,737 shares; 2025Q4: 65,736 shares; 2026Q1: 65,087 shares 65,087 $19.2M 0.03% -649 Timeline VGLT 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: 8,985 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 517,776 shares; 2025Q4: 494,909 shares; 2026Q1: 346,745 shares 346,745 $19.2M 0.03% -148,164 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,424 shares; 2024Q4: 119,715 shares; 2025Q1: 89,276 shares; 2025Q2: 81,211 shares; 2025Q3: 106,769 shares; 2025Q4: 143,404 shares; 2026Q1: 384,241 shares 384,241 $19.2M 0.03% +240,837 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,146 shares; 2024Q4: 47,863 shares; 2025Q1: 51,504 shares; 2025Q2: 72,354 shares; 2025Q3: 75,356 shares; 2025Q4: 72,150 shares; 2026Q1: 73,599 shares 73,599 $19.2M 0.03% +1,449 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,607 shares; 2024Q4: 131,039 shares; 2025Q1: 90,918 shares; 2025Q2: 80,742 shares; 2025Q3: 434,494 shares; 2025Q4: 777,389 shares; 2026Q1: 1,087,404 shares 1,087,404 $19.1M 0.03% +310,015 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: 103,563 shares; 2024Q4: 96,536 shares; 2025Q1: 91,023 shares; 2025Q2: 90,620 shares; 2025Q3: 105,671 shares; 2025Q4: 110,533 shares; 2026Q1: 130,628 shares 130,628 $19.1M 0.03% +20,095 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,178 shares; 2024Q4: 64,221 shares; 2025Q1: 103,951 shares; 2025Q2: 86,286 shares; 2025Q3: 108,652 shares; 2025Q4: 1,941,124 shares; 2026Q1: 909,529 shares 909,529 $19M 0.03% -1,031,595 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,279 shares; 2024Q4: 121,941 shares; 2025Q1: 115,417 shares; 2025Q2: 189,599 shares; 2025Q3: 226,759 shares; 2025Q4: 277,803 shares; 2026Q1: 319,378 shares 319,378 $18.8M 0.03% +41,575 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: 15,611 shares; 2024Q4: 14,704 shares; 2025Q1: 17,962 shares; 2025Q2: 34,622 shares; 2025Q3: 35,290 shares; 2025Q4: 38,119 shares; 2026Q1: 74,893 shares 74,893 $18.8M 0.03% +36,774 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: 53,193 shares; 2024Q4: 56,269 shares; 2025Q1: 46,894 shares; 2025Q2: 27,304 shares; 2025Q3: 67,646 shares; 2025Q4: 74,430 shares; 2026Q1: 70,219 shares 70,219 $18.7M 0.03% -4,211 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: 44,020 shares; 2024Q4: 94,914 shares; 2025Q1: 110,931 shares; 2025Q2: 147,929 shares; 2025Q3: 136,202 shares; 2025Q4: 115,372 shares; 2026Q1: 94,172 shares 94,172 $18.7M 0.03% -21,200 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: 10,703 shares; 2024Q4: 14,422 shares; 2025Q1: 17,326 shares; 2025Q2: 18,498 shares; 2025Q3: 19,562 shares; 2025Q4: 133,172 shares; 2026Q1: 177,608 shares 177,608 $18.6M 0.03% +44,436 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: 219,486 shares; 2024Q4: 22,607 shares; 2025Q1: 23,530 shares; 2025Q2: 24,134 shares; 2025Q3: 24,958 shares; 2025Q4: 25,543 shares; 2026Q1: 43,360 shares 43,360 $18.4M 0.03% +17,817 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,642 shares; 2024Q4: 125,304 shares; 2025Q1: 172,727 shares; 2025Q2: 214,289 shares; 2025Q3: 253,113 shares; 2025Q4: 275,898 shares; 2026Q1: 314,200 shares 314,200 $18.3M 0.03% +38,302 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: 22,287 shares; 2024Q4: 19,808 shares; 2025Q1: 17,359 shares; 2025Q2: 16,328 shares; 2025Q3: 189,392 shares; 2025Q4: 155,903 shares; 2026Q1: 150,228 shares 150,228 $18.1M 0.03% -5,675 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: 38,403 shares; 2024Q4: 24,536 shares; 2025Q1: 25,808 shares; 2025Q2: 30,236 shares; 2025Q3: 34,206 shares; 2025Q4: 38,903 shares; 2026Q1: 36,715 shares 36,715 $18M 0.03% -2,188 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,023,083 shares; 2024Q4: 1,087,512 shares; 2025Q1: 1,008,813 shares; 2025Q2: 985,860 shares; 2025Q3: 828,833 shares; 2025Q4: 939,297 shares; 2026Q1: 760,743 shares 760,743 $17.7M 0.03% -178,554 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,751 shares; 2024Q4: 7,486 shares; 2025Q1: 9,166 shares; 2025Q2: 7,739 shares; 2025Q3: 274,140 shares; 2025Q4: 248,468 shares; 2026Q1: 251,557 shares 251,557 $17.7M 0.03% +3,089 Timeline MDYV 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: 203,012 shares; 2024Q4: 216,903 shares; 2025Q1: 333,870 shares; 2025Q2: 205,712 shares; 2025Q3: 205,824 shares; 2025Q4: 203,268 shares; 2026Q1: 206,667 shares 206,667 $17.6M 0.03% +3,399 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,877 shares; 2024Q4: 21,226 shares; 2025Q1: 25,739 shares; 2025Q2: 155,490 shares; 2025Q3: 197,870 shares; 2025Q4: 205,364 shares; 2026Q1: 166,899 shares 166,899 $17.5M 0.03% -38,465 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: 574,744 shares; 2024Q4: 602,519 shares; 2025Q1: 585,210 shares; 2025Q2: 602,350 shares; 2025Q3: 532,995 shares; 2025Q4: 513,428 shares; 2026Q1: 610,977 shares 610,977 $17.5M 0.03% +97,549 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: 88,540 shares; 2024Q4: 994,275 shares; 2025Q1: 1,786,567 shares; 2025Q2: 1,739,184 shares; 2025Q3: 778,051 shares; 2025Q4: 320,138 shares; 2026Q1: 345,770 shares 345,770 $17.4M 0.03% +25,632 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: 139,121 shares; 2024Q4: 134,522 shares; 2025Q1: 159,031 shares; 2025Q2: 153,040 shares; 2025Q3: 139,760 shares; 2025Q4: 140,175 shares; 2026Q1: 138,126 shares 138,126 $17.3M 0.03% -2,049 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: 19,878 shares; 2024Q4: 16,740 shares; 2025Q1: 21,607 shares; 2025Q2: 69,303 shares; 2025Q3: 33,911 shares; 2025Q4: 40,374 shares; 2026Q1: 58,151 shares 58,151 $17.2M 0.03% +17,777 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 278,341 shares; 2025Q4: 277,996 shares; 2026Q1: 215,133 shares 215,133 $17.2M 0.03% -62,863 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: 56,778 shares; 2024Q4: 57,003 shares; 2025Q1: 57,767 shares; 2025Q2: 56,276 shares; 2025Q3: 44,219 shares; 2025Q4: 47,873 shares; 2026Q1: 64,470 shares 64,470 $17.2M 0.03% +16,597 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,883 shares; 2024Q4: 183,743 shares; 2025Q1: 208,724 shares; 2025Q2: 216,280 shares; 2025Q3: 197,926 shares; 2025Q4: 203,756 shares; 2026Q1: 206,234 shares 206,234 $17M 0.03% +2,478 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: 52,505 shares; 2024Q4: 42,221 shares; 2025Q1: 43,667 shares; 2025Q2: 42,701 shares; 2025Q3: 46,801 shares; 2025Q4: 60,116 shares; 2026Q1: 69,009 shares 69,009 $16.8M 0.02% +8,893 Timeline BNDW 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: 57,721 shares; 2024Q4: 136,854 shares; 2025Q1: 824,723 shares; 2025Q2: 331,956 shares; 2025Q3: 324,282 shares; 2025Q4: 317,502 shares; 2026Q1: 245,361 shares 245,361 $16.8M 0.02% -72,141 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: 66,430 shares; 2024Q4: 16,797 shares; 2025Q1: 18,199 shares; 2025Q2: 27,117 shares; 2025Q3: 30,703 shares; 2025Q4: 30,340 shares; 2026Q1: 38,663 shares 38,663 $16.8M 0.02% +8,323 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,269 shares; 2024Q4: 48,373 shares; 2025Q1: 49,358 shares; 2025Q2: 39,857 shares; 2025Q3: 65,698 shares; 2025Q4: 65,243 shares; 2026Q1: 96,527 shares 96,527 $16.7M 0.02% +31,284 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,439 shares; 2024Q4: 3,436 shares; 2025Q1: 3,476 shares; 2025Q2: 3,626 shares; 2025Q3: 58,757 shares; 2025Q4: 47,877 shares; 2026Q1: 46,624 shares 46,624 $16.7M 0.02% -1,253 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: 27,524 shares; 2024Q4: 24,196 shares; 2025Q1: 24,607 shares; 2025Q2: 27,100 shares; 2025Q3: 25,557 shares; 2025Q4: 35,691 shares; 2026Q1: 37,529 shares 37,529 $16.7M 0.02% +1,838 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: 89,697 shares; 2024Q4: 97,542 shares; 2025Q1: 101,195 shares; 2025Q2: 119,241 shares; 2025Q3: 104,207 shares; 2025Q4: 106,315 shares; 2026Q1: 90,240 shares 90,240 $16.6M 0.02% -16,075 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,856 shares; 2025Q4: 37,232 shares; 2026Q1: 302,987 shares 302,987 $16.6M 0.02% +265,755 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: 16,588 shares; 2024Q4: 15,088 shares; 2025Q1: 20,149 shares; 2025Q2: 19,234 shares; 2025Q3: 25,104 shares; 2025Q4: 28,772 shares; 2026Q1: 26,915 shares 26,915 $16.6M 0.02% -1,857 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: 200,982 shares; 2024Q4: 142,966 shares; 2025Q1: 162,321 shares; 2025Q2: 174,109 shares; 2025Q3: 161,555 shares; 2025Q4: 747,339 shares; 2026Q1: 177,351 shares 177,351 $16.5M 0.02% -569,988 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,758 shares; 2024Q4: 6,440 shares; 2025Q1: 4,916 shares; 2025Q2: 4,799 shares; 2025Q3: 266,868 shares; 2025Q4: 231,340 shares; 2026Q1: 234,323 shares 234,323 $16.5M 0.02% +2,983 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: 393,653 shares; 2024Q4: 321,832 shares; 2025Q1: 239,381 shares; 2025Q2: 146,577 shares; 2025Q3: 129,844 shares; 2025Q4: 330,064 shares; 2026Q1: 324,991 shares 324,991 $16.4M 0.02% -5,073 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,525 shares; 2024Q4: 17,962 shares; 2025Q1: 23,312 shares; 2025Q2: 120,745 shares; 2025Q3: 168,602 shares; 2025Q4: 234,864 shares; 2026Q1: 202,017 shares 202,017 $16.2M 0.02% -32,847 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: 28,082 shares; 2024Q4: 25,139 shares; 2025Q1: 30,782 shares; 2025Q2: 25,804 shares; 2025Q3: 29,325 shares; 2025Q4: 624,954 shares; 2026Q1: 319,338 shares 319,338 $16.2M 0.02% -305,616 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: 191,806 shares; 2024Q4: 193,565 shares; 2025Q1: 182,687 shares; 2025Q2: 184,035 shares; 2025Q3: 241,277 shares; 2025Q4: 311,967 shares; 2026Q1: 310,292 shares 310,292 $16.1M 0.02% -1,675 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: 32,934 shares; 2024Q4: 28,688 shares; 2025Q1: 29,219 shares; 2025Q2: 23,502 shares; 2025Q3: 24,728 shares; 2025Q4: 24,932 shares; 2026Q1: 22,019 shares 22,019 $16M 0.02% -2,913 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,567,444 shares; 2025Q4: 1,401,424 shares; 2026Q1: 862,915 shares 862,915 $15.9M 0.02% -538,509 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: 132,323 shares; 2024Q4: 132,817 shares; 2025Q1: 124,295 shares; 2025Q2: 123,449 shares; 2025Q3: 128,565 shares; 2025Q4: 173,070 shares; 2026Q1: 186,192 shares 186,192 $15.9M 0.02% +13,122 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,011 shares; 2024Q4: 240,005 shares; 2025Q1: 230,562 shares; 2025Q2: 226,232 shares; 2025Q3: 172,293 shares; 2025Q4: 164,523 shares; 2026Q1: 142,269 shares 142,269 $15.8M 0.02% -22,254 Timeline DFSU 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: 7,072 shares; 2024Q4: 7,072 shares; 2025Q1: 33,891 shares; 2025Q2: 62,364 shares; 2025Q3: 240,084 shares; 2025Q4: 289,761 shares; 2026Q1: 383,194 shares 383,194 $15.7M 0.02% +93,433 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: 46,681 shares; 2024Q4: 51,195 shares; 2025Q1: 47,801 shares; 2025Q2: 43,049 shares; 2025Q3: 44,685 shares; 2025Q4: 46,792 shares; 2026Q1: 47,935 shares 47,935 $15.7M 0.02% +1,143 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,376 shares; 2024Q4: 174,870 shares; 2025Q1: 41,140 shares; 2025Q2: 33,349 shares; 2025Q3: 129,541 shares; 2025Q4: 117,080 shares; 2026Q1: 180,833 shares 180,833 $15.7M 0.02% +63,753 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: 112,258 shares; 2024Q4: 85,885 shares; 2025Q1: 101,119 shares; 2025Q2: 105,116 shares; 2025Q3: 114,759 shares; 2025Q4: 208,161 shares; 2026Q1: 136,046 shares 136,046 $15.6M 0.02% -72,115 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: 22,461 shares; 2024Q4: 25,330 shares; 2025Q1: 26,849 shares; 2025Q2: 37,421 shares; 2025Q3: 45,377 shares; 2025Q4: 57,271 shares; 2026Q1: 71,907 shares 71,907 $15.6M 0.02% +14,636 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,406 shares; 2024Q4: 4,965 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 260,183 shares; 2025Q4: 228,884 shares; 2026Q1: 228,250 shares 228,250 $15.5M 0.02% -634 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 759,957 shares; 2024Q4: 594,029 shares; 2025Q1: 543,332 shares; 2025Q2: 497,382 shares; 2025Q3: 453,669 shares; 2025Q4: 437,130 shares; 2026Q1: 355,543 shares 355,543 $15.5M 0.02% -81,587 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: 25,773 shares; 2024Q4: 23,384 shares; 2025Q1: 8,430 shares; 2025Q2: 5,710 shares; 2025Q3: 12,340 shares; 2025Q4: 15,136 shares; 2026Q1: 20,053 shares 20,053 $15.5M 0.02% +4,917 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: 53,552 shares; 2024Q4: 47,256 shares; 2025Q1: 50,822 shares; 2025Q2: 48,441 shares; 2025Q3: 53,970 shares; 2025Q4: 62,852 shares; 2026Q1: 66,952 shares 66,952 $15.4M 0.02% +4,100 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: 57,110 shares; 2024Q4: 41,946 shares; 2025Q1: 40,276 shares; 2025Q2: 41,041 shares; 2025Q3: 52,178 shares; 2025Q4: 51,865 shares; 2026Q1: 53,514 shares 53,514 $15.4M 0.02% +1,649 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,610 shares; 2024Q4: 6,749 shares; 2025Q1: 6,181 shares; 2025Q2: 6,872 shares; 2025Q3: 78,987 shares; 2025Q4: 67,684 shares; 2026Q1: 68,142 shares 68,142 $15.3M 0.02% +458 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275,031 shares; 2024Q4: 320,595 shares; 2025Q1: 389,615 shares; 2025Q2: 318,763 shares; 2025Q3: 304,507 shares; 2025Q4: 339,604 shares; 2026Q1: 411,000 shares 411,000 $15.3M 0.02% +71,396 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,680 shares; 2024Q4: 26,201 shares; 2025Q1: 26,284 shares; 2025Q2: 27,509 shares; 2025Q3: 29,739 shares; 2025Q4: 37,712 shares; 2026Q1: 38,886 shares 38,886 $15.2M 0.02% +1,174 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: not reported; 2024Q4: 85,199 shares; 2025Q1: 83,427 shares; 2025Q2: 59,379 shares; 2025Q3: 85,728 shares; 2025Q4: 116,029 shares; 2026Q1: 125,170 shares 125,170 $15.2M 0.02% +9,141 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 953,207 shares; 2025Q4: 967,873 shares; 2026Q1: 297,280 shares 297,280 $15.2M 0.02% -670,593 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: 269,358 shares; 2024Q4: 260,745 shares; 2025Q1: 272,640 shares; 2025Q2: 236,078 shares; 2025Q3: 218,467 shares; 2025Q4: 264,098 shares; 2026Q1: 215,800 shares 215,800 $15.1M 0.02% -48,298 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,466 shares; 2024Q4: 89,873 shares; 2025Q1: 98,762 shares; 2025Q2: 117,172 shares; 2025Q3: 192,535 shares; 2025Q4: 158,519 shares; 2026Q1: 299,451 shares 299,451 $15.1M 0.02% +140,932 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,396 shares 76,396 $15.1M 0.02% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,384 shares; 2024Q4: 186,704 shares; 2025Q1: 165,439 shares; 2025Q2: 169,110 shares; 2025Q3: 207,106 shares; 2025Q4: 212,897 shares; 2026Q1: 206,247 shares 206,247 $15M 0.02% -6,650 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 415,045 shares; 2025Q1: 381,739 shares; 2025Q2: 764,597 shares; 2025Q3: 713,205 shares; 2025Q4: 710,676 shares; 2026Q1: 810,206 shares 810,206 $15M 0.02% +99,530 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: 212,550 shares; 2024Q4: 203,902 shares; 2025Q1: 195,123 shares; 2025Q2: 140,706 shares; 2025Q3: 116,391 shares; 2025Q4: 315,558 shares; 2026Q1: 108,805 shares 108,805 $14.9M 0.02% -206,753 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: not reported; 2024Q4: 147,892 shares; 2025Q1: 223,520 shares; 2025Q2: 118,382 shares; 2025Q3: 88,942 shares; 2025Q4: 113,112 shares; 2026Q1: 135,110 shares 135,110 $14.9M 0.02% +21,998 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: 42,741 shares; 2024Q4: 29,616 shares; 2025Q1: 26,258 shares; 2025Q2: 38,988 shares; 2025Q3: 38,733 shares; 2025Q4: 35,341 shares; 2026Q1: 34,515 shares 34,515 $14.9M 0.02% -826 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: 35,743 shares; 2024Q4: 36,666 shares; 2025Q1: 33,470 shares; 2025Q2: 35,362 shares; 2025Q3: 34,173 shares; 2025Q4: 32,659 shares; 2026Q1: 34,280 shares 34,280 $14.9M 0.02% +1,621 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,945 shares; 2025Q1: 31,157 shares; 2025Q2: 37,297 shares; 2025Q3: 119,332 shares; 2025Q4: 161,280 shares; 2026Q1: 215,144 shares 215,144 $14.9M 0.02% +53,864 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 381,690 shares; 2024Q4: 347,164 shares; 2025Q1: 347,849 shares; 2025Q2: 361,306 shares; 2025Q3: 333,829 shares; 2025Q4: 366,434 shares; 2026Q1: 361,947 shares 361,947 $14.9M 0.02% -4,487 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: 22,512 shares; 2024Q4: 20,283 shares; 2025Q1: 20,119 shares; 2025Q2: 20,564 shares; 2025Q3: 25,461 shares; 2025Q4: 28,194 shares; 2026Q1: 102,245 shares 102,245 $14.8M 0.02% +74,051 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,728 shares; 2024Q4: 58,220 shares; 2025Q1: 58,597 shares; 2025Q2: 59,845 shares; 2025Q3: 65,467 shares; 2025Q4: 67,630 shares; 2026Q1: 67,640 shares 67,640 $14.8M 0.02% +10 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: 2,694 shares; 2024Q4: 9,984 shares; 2025Q1: 9,302 shares; 2025Q2: 9,913 shares; 2025Q3: 10,596 shares; 2025Q4: 12,132 shares; 2026Q1: 15,057 shares 15,057 $14.8M 0.02% +2,925 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: 89,770 shares; 2024Q4: 86,674 shares; 2025Q1: 124,275 shares; 2025Q2: 124,454 shares; 2025Q3: 131,474 shares; 2025Q4: 179,339 shares; 2026Q1: 322,109 shares 322,109 $14.7M 0.02% +142,770 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,850 shares; 2024Q4: 20,099 shares; 2025Q1: 66,677 shares; 2025Q2: 77,022 shares; 2025Q3: 76,557 shares; 2025Q4: 69,907 shares; 2026Q1: 65,155 shares 65,155 $14.6M 0.02% -4,752 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 953,610 shares; 2024Q4: 676,024 shares; 2025Q1: 538,050 shares; 2025Q2: 587,719 shares; 2025Q3: 642,283 shares; 2025Q4: 653,833 shares; 2026Q1: 762,996 shares 762,996 $14.6M 0.02% +109,163 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 955,288 shares; 2024Q4: 957,093 shares; 2025Q1: 1,041,802 shares; 2025Q2: 1,164,737 shares; 2025Q3: 1,179,588 shares; 2025Q4: 1,222,217 shares; 2026Q1: 1,290,697 shares 1,290,697 $14.6M 0.02% +68,480 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 358,998 shares; 2024Q4: 352,110 shares; 2025Q1: 335,111 shares; 2025Q2: 328,423 shares; 2025Q3: 409,781 shares; 2025Q4: 435,713 shares; 2026Q1: 623,416 shares 623,416 $14.4M 0.02% +187,703 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,977 shares; 2026Q1: 20,394 shares 20,394 $14.3M 0.02% +8,417 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,931 shares; 2024Q4: 103,583 shares; 2025Q1: 103,987 shares; 2025Q2: not reported; 2025Q3: 222,293 shares; 2025Q4: 214,446 shares; 2026Q1: 204,992 shares 204,992 $14.2M 0.02% -9,454 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: 479,183 shares; 2024Q4: 456,847 shares; 2025Q1: 431,808 shares; 2025Q2: 424,687 shares; 2025Q3: 414,083 shares; 2025Q4: 409,919 shares; 2026Q1: 297,963 shares 297,963 $14.2M 0.02% -111,956 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: 44,842 shares; 2024Q4: 44,159 shares; 2025Q1: 43,947 shares; 2025Q2: 50,072 shares; 2025Q3: 45,406 shares; 2025Q4: 43,298 shares; 2026Q1: 106,470 shares 106,470 $14.1M 0.02% +63,172 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: not reported; 2024Q4: 12,084 shares; 2025Q1: 18,543 shares; 2025Q2: 19,335 shares; 2025Q3: 24,899 shares; 2025Q4: 27,969 shares; 2026Q1: 25,418 shares 25,418 $14M 0.02% -2,551 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: 125,191 shares; 2024Q4: 124,312 shares; 2025Q1: 123,541 shares; 2025Q2: 230,057 shares; 2025Q3: 229,249 shares; 2025Q4: 300,511 shares; 2026Q1: 300,736 shares 300,736 $14M 0.02% +225 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,666 shares; 2024Q4: 94,156 shares; 2025Q1: 93,708 shares; 2025Q2: 96,983 shares; 2025Q3: 115,279 shares; 2025Q4: 121,701 shares; 2026Q1: 97,306 shares 97,306 $13.9M 0.02% -24,395 Timeline BSJR 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: 359,556 shares; 2024Q4: 357,059 shares; 2025Q1: 340,877 shares; 2025Q2: 332,394 shares; 2025Q3: 434,426 shares; 2025Q4: 442,880 shares; 2026Q1: 617,617 shares 617,617 $13.8M 0.02% +174,737 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: 57,650 shares; 2024Q4: 53,844 shares; 2025Q1: 56,470 shares; 2025Q2: 65,108 shares; 2025Q3: 70,966 shares; 2025Q4: 63,996 shares; 2026Q1: 65,352 shares 65,352 $13.7M 0.02% +1,356 Timeline AVSU 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: 13,957 shares; 2025Q3: 126,052 shares; 2025Q4: 153,236 shares; 2026Q1: 184,748 shares 184,748 $13.7M 0.02% +31,512 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,288 shares; 2024Q4: 25,748 shares; 2025Q1: 28,935 shares; 2025Q2: 36,756 shares; 2025Q3: 43,317 shares; 2025Q4: 60,531 shares; 2026Q1: 100,054 shares 100,054 $13.7M 0.02% +39,523 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,323 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,126 shares; 2025Q4: 7,287 shares; 2026Q1: 380,318 shares 380,318 $13.6M 0.02% +373,031 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: 78,501 shares; 2024Q4: 70,183 shares; 2025Q1: 79,467 shares; 2025Q2: 54,099 shares; 2025Q3: 54,105 shares; 2025Q4: 57,272 shares; 2026Q1: 54,830 shares 54,830 $13.5M 0.02% -2,442 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: 21,740 shares; 2024Q4: 12,175 shares; 2025Q1: 11,014 shares; 2025Q2: 15,814 shares; 2025Q3: 39,112 shares; 2025Q4: 49,865 shares; 2026Q1: 63,791 shares 63,791 $13.5M 0.02% +13,926 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: 61,426 shares; 2024Q4: 64,077 shares; 2025Q1: 69,065 shares; 2025Q2: 82,283 shares; 2025Q3: 88,772 shares; 2025Q4: 69,875 shares; 2026Q1: 61,668 shares 61,668 $13.5M 0.02% -8,207 Timeline WRD WERIDE INC More: the full row for WERIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,619,333 shares; 2025Q4: 2,613,373 shares; 2026Q1: 1,664,998 shares 1,664,998 $13.5M 0.02% -948,375 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,541 shares; 2024Q4: 43,135 shares; 2025Q1: 37,546 shares; 2025Q2: 51,211 shares; 2025Q3: 56,817 shares; 2025Q4: 48,917 shares; 2026Q1: 47,301 shares 47,301 $13.4M 0.02% -1,616 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: 6,214,103 shares; 2024Q4: 278,273 shares; 2025Q1: 339,903 shares; 2025Q2: 262,896 shares; 2025Q3: 227,701 shares; 2025Q4: 184,462 shares; 2026Q1: 161,498 shares 161,498 $13.3M 0.02% -22,964 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,456 shares; 2024Q4: 8,548 shares; 2025Q1: 8,132 shares; 2025Q2: 10,253 shares; 2025Q3: 24,248 shares; 2025Q4: 28,612 shares; 2026Q1: 34,261 shares 34,261 $13.3M 0.02% +5,649 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,947 shares; 2024Q4: 175,669 shares; 2025Q1: 175,685 shares; 2025Q2: 343,225 shares; 2025Q3: 360,389 shares; 2025Q4: 380,657 shares; 2026Q1: 432,638 shares 432,638 $13.2M 0.02% +51,981 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,901 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 742,036 shares; 2025Q4: 732,437 shares; 2026Q1: 321,002 shares 321,002 $13.1M 0.02% -411,435 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: 126,757 shares; 2024Q4: 126,145 shares; 2025Q1: 118,787 shares; 2025Q2: 112,023 shares; 2025Q3: 86,374 shares; 2025Q4: 89,490 shares; 2026Q1: 110,432 shares 110,432 $13.1M 0.02% +20,942 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,503 shares; 2024Q4: 5,516 shares; 2025Q1: 4,854 shares; 2025Q2: not reported; 2025Q3: 416,075 shares; 2025Q4: 338,365 shares; 2026Q1: 198,250 shares 198,250 $13M 0.02% -140,115 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: 288,686 shares; 2024Q4: 411,024 shares; 2025Q1: 259,575 shares; 2025Q2: 320,900 shares; 2025Q3: 344,975 shares; 2025Q4: 359,835 shares; 2026Q1: 344,002 shares 344,002 $13M 0.02% -15,833 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 123,594 shares; 2025Q1: 136,484 shares; 2025Q2: 169,951 shares; 2025Q3: 189,732 shares; 2025Q4: 192,866 shares; 2026Q1: 196,070 shares 196,070 $13M 0.02% +3,204 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: 94,939 shares; 2024Q4: 376,751 shares; 2025Q1: 693,485 shares; 2025Q2: 277,236 shares; 2025Q3: 209,206 shares; 2025Q4: 195,381 shares; 2026Q1: 164,514 shares 164,514 $12.9M 0.02% -30,867 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: 25,102 shares; 2024Q4: 28,315 shares; 2025Q1: 28,713 shares; 2025Q2: 26,534 shares; 2025Q3: 26,002 shares; 2025Q4: 39,284 shares; 2026Q1: 45,714 shares 45,714 $12.8M 0.02% +6,430 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,444 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,987 shares; 2026Q1: 255,771 shares 255,771 $12.7M 0.02% +250,784 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 667,716 shares; 2024Q4: 790,231 shares; 2025Q1: 859,393 shares; 2025Q2: 651,974 shares; 2025Q3: 444,975 shares; 2025Q4: 256,300 shares; 2026Q1: 248,525 shares 248,525 $12.6M 0.02% -7,775 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 313,788 shares; 2024Q4: 6,606 shares; 2025Q1: 7,390 shares; 2025Q2: 28,487 shares; 2025Q3: 54,370 shares; 2025Q4: 65,040 shares; 2026Q1: 54,407 shares 54,407 $12.6M 0.02% -10,633 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,674 shares; 2024Q4: 4,530 shares; 2025Q1: 4,943 shares; 2025Q2: 5,484 shares; 2025Q3: 8,813 shares; 2025Q4: 9,879 shares; 2026Q1: 16,896 shares 16,896 $12.5M 0.02% +7,017 Timeline BSJS 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: 360,198 shares; 2024Q4: 354,561 shares; 2025Q1: 350,927 shares; 2025Q2: 341,181 shares; 2025Q3: 440,596 shares; 2025Q4: 461,485 shares; 2026Q1: 572,726 shares 572,726 $12.4M 0.02% +111,241 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: 19,022 shares; 2024Q4: 61,656 shares; 2025Q1: 52,061 shares; 2025Q2: 49,920 shares; 2025Q3: 60,830 shares; 2025Q4: 58,209 shares; 2026Q1: 68,810 shares 68,810 $12.4M 0.02% +10,601 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,345 shares; 2024Q4: 4,957 shares; 2025Q1: 53,933 shares; 2025Q2: 49,657 shares; 2025Q3: 61,008 shares; 2025Q4: 62,807 shares; 2026Q1: 61,926 shares 61,926 $12.4M 0.02% -881 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL 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: not reported; 2025Q3: 904,936 shares; 2025Q4: 893,610 shares; 2026Q1: 191,884 shares 191,884 $12.3M 0.02% -701,726 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,052 shares; 2025Q3: 3,165 shares; 2025Q4: 52,876 shares; 2026Q1: 43,797 shares 43,797 $12.3M 0.02% -9,079 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: 83,334 shares; 2024Q4: 73,875 shares; 2025Q1: 89,758 shares; 2025Q2: 101,092 shares; 2025Q3: 105,143 shares; 2025Q4: 102,976 shares; 2026Q1: 195,951 shares 195,951 $12.3M 0.02% +92,975 Timeline POWA 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: 142,241 shares; 2024Q4: 136,584 shares; 2025Q1: 138,331 shares; 2025Q2: 137,641 shares; 2025Q3: 137,388 shares; 2025Q4: 144,221 shares; 2026Q1: 142,415 shares 142,415 $12.3M 0.02% -1,806 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 713,916 shares; 2024Q4: 648,728 shares; 2025Q1: 554,789 shares; 2025Q2: 585,380 shares; 2025Q3: 575,143 shares; 2025Q4: 579,952 shares; 2026Q1: 565,850 shares 565,850 $12.3M 0.02% -14,102 Timeline CAPR CAPRICOR THERAPEUTICS INC More: the full row for CAPRICOR THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 402,999 shares 402,999 $12.3M 0.02% new 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: 173,800 shares; 2024Q4: 251,714 shares; 2025Q1: 149,732 shares; 2025Q2: 157,703 shares; 2025Q3: 245,371 shares; 2025Q4: 257,842 shares; 2026Q1: 365,052 shares 365,052 $12.2M 0.02% +107,210 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,823 shares; 2024Q4: 136,135 shares; 2025Q1: 131,030 shares; 2025Q2: 124,050 shares; 2025Q3: 101,410 shares; 2025Q4: 99,966 shares; 2026Q1: 356,156 shares 356,156 $12M 0.02% +256,190 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: 379,409 shares; 2024Q4: 270,580 shares; 2025Q1: 321,269 shares; 2025Q2: 307,546 shares; 2025Q3: 230,813 shares; 2025Q4: 250,416 shares; 2026Q1: 228,104 shares 228,104 $12M 0.02% -22,312 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,285 shares; 2024Q4: 102,038 shares; 2025Q1: 90,775 shares; 2025Q2: 89,635 shares; 2025Q3: 126,150 shares; 2025Q4: 116,482 shares; 2026Q1: 135,479 shares 135,479 $12M 0.02% +18,997 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,376 shares; 2024Q4: 41,871 shares; 2025Q1: 41,506 shares; 2025Q2: 61,633 shares; 2025Q3: 277,083 shares; 2025Q4: 246,227 shares; 2026Q1: 238,870 shares 238,870 $12M 0.02% -7,357 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,343 shares; 2024Q4: 15,560 shares; 2025Q1: 15,803 shares; 2025Q2: 17,712 shares; 2025Q3: 19,644 shares; 2025Q4: 26,945 shares; 2026Q1: 20,166 shares 20,166 $12M 0.02% -6,779 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,222 shares; 2024Q4: 56,637 shares; 2025Q1: 61,512 shares; 2025Q2: 65,455 shares; 2025Q3: 69,185 shares; 2025Q4: 57,407 shares; 2026Q1: 51,248 shares 51,248 $11.9M 0.02% -6,159 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,993 shares; 2025Q3: 18,505 shares; 2025Q4: 18,973 shares; 2026Q1: 18,624 shares 18,624 $11.8M 0.02% -349 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,109 shares; 2024Q4: 15,831 shares; 2025Q1: 19,101 shares; 2025Q2: 30,738 shares; 2025Q3: 44,060 shares; 2025Q4: 57,758 shares; 2026Q1: 117,897 shares 117,897 $11.8M 0.02% +60,139 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,235 shares; 2024Q4: 88,296 shares; 2025Q1: 97,806 shares; 2025Q2: 82,891 shares; 2025Q3: 81,942 shares; 2025Q4: 76,374 shares; 2026Q1: 78,603 shares 78,603 $11.8M 0.02% +2,229 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,213 shares; 2024Q4: 24,922 shares; 2025Q1: 25,699 shares; 2025Q2: 25,063 shares; 2025Q3: 36,165 shares; 2025Q4: 35,771 shares; 2026Q1: 38,879 shares 38,879 $11.8M 0.02% +3,108 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: 25,443 shares; 2024Q4: 19,299 shares; 2025Q1: 17,715 shares; 2025Q2: 20,354 shares; 2025Q3: 23,156 shares; 2025Q4: 28,230 shares; 2026Q1: 34,206 shares 34,206 $11.8M 0.02% +5,976 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,278 shares; 2024Q4: 5,248 shares; 2025Q1: 7,566 shares; 2025Q2: 8,113 shares; 2025Q3: 17,676 shares; 2025Q4: 22,120 shares; 2026Q1: 81,296 shares 81,296 $11.8M 0.02% +59,176 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,178 shares; 2024Q4: 5,556 shares; 2025Q1: 3,784 shares; 2025Q2: 44,824 shares; 2025Q3: 46,393 shares; 2025Q4: 41,332 shares; 2026Q1: 117,974 shares 117,974 $11.7M 0.02% +76,642 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: 77,628 shares; 2024Q4: 70,987 shares; 2025Q1: 76,235 shares; 2025Q2: 235,706 shares; 2025Q3: 198,223 shares; 2025Q4: 169,625 shares; 2026Q1: 116,041 shares 116,041 $11.7M 0.02% -53,584 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: not reported; 2024Q4: 27,525 shares; 2025Q1: 26,284 shares; 2025Q2: 26,068 shares; 2025Q3: 31,105 shares; 2025Q4: 43,185 shares; 2026Q1: 39,829 shares 39,829 $11.6M 0.02% -3,356 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,998 shares; 2024Q4: 60,871 shares; 2025Q1: 57,221 shares; 2025Q2: 64,230 shares; 2025Q3: 74,056 shares; 2025Q4: 89,414 shares; 2026Q1: 79,643 shares 79,643 $11.6M 0.02% -9,771 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: 65,719 shares; 2024Q4: 52,214 shares; 2025Q1: 70,975 shares; 2025Q2: 62,417 shares; 2025Q3: 75,528 shares; 2025Q4: 74,070 shares; 2026Q1: 70,179 shares 70,179 $11.5M 0.02% -3,891 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,206 shares; 2024Q4: 38,955 shares; 2025Q1: 38,370 shares; 2025Q2: 67,874 shares; 2025Q3: 165,022 shares; 2025Q4: 210,727 shares; 2026Q1: 135,674 shares 135,674 $11.5M 0.02% -75,053 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: 40,687 shares; 2024Q4: 42,546 shares; 2025Q1: 43,068 shares; 2025Q2: 40,098 shares; 2025Q3: 38,911 shares; 2025Q4: 37,729 shares; 2026Q1: 37,938 shares 37,938 $11.5M 0.02% +209 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,776 shares; 2024Q4: 4,142 shares; 2025Q1: not reported; 2025Q2: 2,734 shares; 2025Q3: 161,332 shares; 2025Q4: 138,540 shares; 2026Q1: 131,475 shares 131,475 $11.4M 0.02% -7,065 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,311 shares; 2024Q4: 130,229 shares; 2025Q1: 131,558 shares; 2025Q2: 129,023 shares; 2025Q3: 119,545 shares; 2025Q4: 319,972 shares; 2026Q1: 346,140 shares 346,140 $11.3M 0.02% +26,168 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273,529 shares; 2024Q4: 272,680 shares; 2025Q1: 208,023 shares; 2025Q2: 193,569 shares; 2025Q3: 177,187 shares; 2025Q4: 164,091 shares; 2026Q1: 149,751 shares 149,751 $11.3M 0.02% -14,340 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: 25,473 shares; 2024Q4: 20,831 shares; 2025Q1: 20,028 shares; 2025Q2: 19,441 shares; 2025Q3: 21,217 shares; 2025Q4: 22,098 shares; 2026Q1: 28,826 shares 28,826 $11.3M 0.02% +6,728 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,760 shares; 2024Q4: 196,651 shares; 2025Q1: 176,670 shares; 2025Q2: 173,819 shares; 2025Q3: 251,531 shares; 2025Q4: 306,782 shares; 2026Q1: 206,106 shares 206,106 $11.2M 0.02% -100,676 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,114 shares; 2024Q4: 24,785 shares; 2025Q1: 32,066 shares; 2025Q2: 41,409 shares; 2025Q3: 70,905 shares; 2025Q4: 57,037 shares; 2026Q1: 79,487 shares 79,487 $11.2M 0.02% +22,450 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: 345,836 shares; 2024Q4: 446,002 shares; 2025Q1: 344,300 shares; 2025Q2: 245,695 shares; 2025Q3: 532,950 shares; 2025Q4: 410,899 shares; 2026Q1: 364,904 shares 364,904 $11.1M 0.02% -45,995 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,568 shares; 2024Q4: 81,466 shares; 2025Q1: 112,007 shares; 2025Q2: 169,589 shares; 2025Q3: 197,124 shares; 2025Q4: 198,999 shares; 2026Q1: 206,837 shares 206,837 $11M 0.02% +7,838 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,910 shares; 2024Q4: 5,410 shares; 2025Q1: 5,087 shares; 2025Q2: 5,692 shares; 2025Q3: 8,341 shares; 2025Q4: 8,935 shares; 2026Q1: 10,043 shares 10,043 $11M 0.02% +1,108 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: 85,107 shares; 2024Q4: 84,201 shares; 2025Q1: 81,663 shares; 2025Q2: 80,057 shares; 2025Q3: 80,225 shares; 2025Q4: 80,395 shares; 2026Q1: 80,827 shares 80,827 $10.9M 0.02% +432 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,224 shares; 2025Q1: 60,393 shares; 2025Q2: 100,899 shares; 2025Q3: 90,853 shares; 2025Q4: 122,142 shares; 2026Q1: 133,977 shares 133,977 $10.9M 0.02% +11,835 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,070 shares; 2024Q4: 49,442 shares; 2025Q1: 55,251 shares; 2025Q2: 95,987 shares; 2025Q3: 56,230 shares; 2025Q4: 68,078 shares; 2026Q1: 92,135 shares 92,135 $10.9M 0.02% +24,057 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: 204,095 shares; 2024Q4: 231,512 shares; 2025Q1: 276,884 shares; 2025Q2: 281,108 shares; 2025Q3: 296,155 shares; 2025Q4: 380,185 shares; 2026Q1: 392,060 shares 392,060 $10.9M 0.02% +11,875 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,062 shares; 2024Q4: 18,361 shares; 2025Q1: 23,790 shares; 2025Q2: 28,660 shares; 2025Q3: 23,426 shares; 2025Q4: 25,273 shares; 2026Q1: 28,460 shares 28,460 $10.9M 0.02% +3,187 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,321 shares; 2025Q1: 9,806 shares; 2025Q2: 11,980 shares; 2025Q3: 40,938 shares; 2025Q4: 41,787 shares; 2026Q1: 43,425 shares 43,425 $10.8M 0.02% +1,638 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,111 shares; 2024Q4: 311,976 shares; 2025Q1: 471,319 shares; 2025Q2: 367,620 shares; 2025Q3: 330,830 shares; 2025Q4: 305,660 shares; 2026Q1: 444,142 shares 444,142 $10.6M 0.02% +138,482 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: 202,835 shares; 2024Q4: 15,509 shares; 2025Q1: 10,058 shares; 2025Q2: 13,051 shares; 2025Q3: 14,020 shares; 2025Q4: 15,016 shares; 2026Q1: 15,432 shares 15,432 $10.5M 0.02% +416 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,595 shares; 2024Q4: 176,931 shares; 2025Q1: 182,308 shares; 2025Q2: 191,025 shares; 2025Q3: 187,767 shares; 2025Q4: 217,362 shares; 2026Q1: 228,456 shares 228,456 $10.5M 0.02% +11,094 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: 112,468 shares; 2024Q4: 115,253 shares; 2025Q1: 85,355 shares; 2025Q2: 95,434 shares; 2025Q3: 125,740 shares; 2025Q4: 141,136 shares; 2026Q1: 145,847 shares 145,847 $10.5M 0.02% +4,711 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,136 shares; 2024Q4: 70,401 shares; 2025Q1: 124,400 shares; 2025Q2: 133,481 shares; 2025Q3: 129,678 shares; 2025Q4: 132,806 shares; 2026Q1: 129,312 shares 129,312 $10.5M 0.02% -3,494 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: 17,820 shares; 2024Q4: 15,837 shares; 2025Q1: 19,993 shares; 2025Q2: 22,023 shares; 2025Q3: 287,274 shares; 2025Q4: 540,144 shares; 2026Q1: 142,752 shares 142,752 $10.4M 0.02% -397,392 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,742 shares; 2026Q1: 197,223 shares 197,223 $10.4M 0.02% +135,481 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,985 shares; 2024Q4: 14,355 shares; 2025Q1: 16,934 shares; 2025Q2: 10,256 shares; 2025Q3: 44,311 shares; 2025Q4: 60,111 shares; 2026Q1: 245,324 shares 245,324 $10.4M 0.02% +185,213 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 519,337 shares; 2024Q4: 37,176 shares; 2025Q1: 36,577 shares; 2025Q2: 39,798 shares; 2025Q3: 100,720 shares; 2025Q4: 155,398 shares; 2026Q1: 47,610 shares 47,610 $10.3M 0.02% -107,788 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: 44,651 shares; 2024Q4: 62,397 shares; 2025Q1: 44,907 shares; 2025Q2: not reported; 2025Q3: 34,273 shares; 2025Q4: 46,468 shares; 2026Q1: 25,843 shares 25,843 $10.3M 0.02% -20,625 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,528 shares; 2025Q4: 18,587 shares; 2026Q1: 18,754 shares 18,754 $10.2M 0.02% +167 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,256 shares; 2024Q4: 14,419 shares; 2025Q1: 14,183 shares; 2025Q2: 20,466 shares; 2025Q3: 20,445 shares; 2025Q4: 21,410 shares; 2026Q1: 23,387 shares 23,387 $10.2M 0.02% +1,977 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,439 shares; 2024Q4: 44,546 shares; 2025Q1: 43,132 shares; 2025Q2: 42,429 shares; 2025Q3: 42,713 shares; 2025Q4: 40,057 shares; 2026Q1: 73,607 shares 73,607 $10.2M 0.02% +33,550 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: 18,801 shares; 2024Q4: 11,676 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400,368 shares; 2025Q4: 418,791 shares; 2026Q1: 348,977 shares 348,977 $10.2M 0.02% -69,814 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,551 shares; 2024Q4: 14,008 shares; 2025Q1: 15,061 shares; 2025Q2: 18,523 shares; 2025Q3: 18,784 shares; 2025Q4: 23,822 shares; 2026Q1: 22,762 shares 22,762 $10.2M 0.02% -1,060 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,405 shares; 2024Q4: 77,081 shares; 2025Q1: 78,599 shares; 2025Q2: 73,873 shares; 2025Q3: 72,991 shares; 2025Q4: 76,221 shares; 2026Q1: 103,280 shares 103,280 $10.1M 0.01% +27,059 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,337 shares; 2024Q4: 50,603 shares; 2025Q1: 50,576 shares; 2025Q2: 39,470 shares; 2025Q3: 46,466 shares; 2025Q4: 48,269 shares; 2026Q1: 48,914 shares 48,914 $10.1M 0.01% +645 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,410 shares; 2024Q4: 5,624 shares; 2025Q1: 7,276 shares; 2025Q2: 21,311 shares; 2025Q3: 33,907 shares; 2025Q4: 42,180 shares; 2026Q1: 52,861 shares 52,861 $9.98M 0.01% +10,681 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,334 shares; 2024Q4: 49,518 shares; 2025Q1: 48,952 shares; 2025Q2: 38,922 shares; 2025Q3: 128,841 shares; 2025Q4: 162,469 shares; 2026Q1: 105,935 shares 105,935 $9.95M 0.01% -56,534 Timeline