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: 2,237,258 shares; 2024Q4: 2,250,208 shares; 2025Q1: 2,325,039 shares; 2025Q2: 1,982,044 shares; 2025Q3: 1,779,473 shares; 2025Q4: 1,847,391 shares; 2026Q1: 1,822,421 shares 1,822,421 $1.19B 3.3% -24,970 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,229,190 shares; 2024Q4: 3,261,618 shares; 2025Q1: 3,390,999 shares; 2025Q2: 3,630,811 shares; 2025Q3: 3,678,178 shares; 2025Q4: 3,816,512 shares; 2026Q1: 3,881,649 shares 3,881,649 $677M 1.88% +65,137 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,257,626 shares; 2024Q4: 2,338,723 shares; 2025Q1: 2,415,359 shares; 2025Q2: 2,562,075 shares; 2025Q3: 2,623,518 shares; 2025Q4: 2,778,119 shares; 2026Q1: 2,570,695 shares 2,570,695 $652M 1.81% -207,424 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: 1,116,448 shares; 2024Q4: 1,171,798 shares; 2025Q1: 1,245,250 shares; 2025Q2: 1,294,469 shares; 2025Q3: 1,316,465 shares; 2025Q4: 1,435,963 shares; 2026Q1: 1,347,117 shares 1,347,117 $499M 1.38% -88,846 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: 6,837,168 shares; 2024Q4: 7,198,757 shares; 2025Q1: 7,621,927 shares; 2025Q2: 7,627,543 shares; 2025Q3: 7,512,704 shares; 2025Q4: 8,346,613 shares; 2026Q1: 7,600,217 shares 7,600,217 $487M 1.35% -746,396 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,902,397 shares; 2024Q4: 1,944,171 shares; 2025Q1: 2,029,204 shares; 2025Q2: 2,153,209 shares; 2025Q3: 2,187,748 shares; 2025Q4: 2,307,156 shares; 2026Q1: 2,125,246 shares 2,125,246 $443M 1.23% -181,910 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: 900,880 shares; 2024Q4: 906,764 shares; 2025Q1: 916,705 shares; 2025Q2: 943,903 shares; 2025Q3: 892,314 shares; 2025Q4: 905,369 shares; 2026Q1: 756,926 shares 756,926 $437M 1.21% -148,443 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: 2,097,741 shares; 2024Q4: 2,239,317 shares; 2025Q1: 3,182,409 shares; 2025Q2: 4,964,754 shares; 2025Q3: 5,658,149 shares; 2025Q4: 7,290,946 shares; 2026Q1: 6,222,866 shares 6,222,866 $434M 1.2% -1,068,080 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,170,693 shares; 2024Q4: 5,353,223 shares; 2025Q1: 6,019,761 shares; 2025Q2: 6,604,596 shares; 2025Q3: 7,647,661 shares; 2025Q4: 8,643,757 shares; 2026Q1: 7,237,106 shares 7,237,106 $421M 1.17% -1,406,651 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: 614,446 shares; 2024Q4: 665,703 shares; 2025Q1: 714,231 shares; 2025Q2: 726,952 shares; 2025Q3: 756,835 shares; 2025Q4: 801,052 shares; 2026Q1: 679,381 shares 679,381 $406M 1.13% -121,671 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: 614,793 shares; 2024Q4: 644,145 shares; 2025Q1: 683,710 shares; 2025Q2: 689,431 shares; 2025Q3: 703,363 shares; 2025Q4: 730,587 shares; 2026Q1: 613,228 shares 613,228 $399M 1.11% -117,359 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,978,879 shares; 2024Q4: 3,036,812 shares; 2025Q1: 3,320,053 shares; 2025Q2: 3,333,902 shares; 2025Q3: 3,286,708 shares; 2025Q4: 3,645,204 shares; 2026Q1: 3,335,976 shares 3,335,976 $377M 1.05% -309,228 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: 1,181,999 shares; 2024Q4: 1,245,750 shares; 2025Q1: 1,318,377 shares; 2025Q2: 1,399,801 shares; 2025Q3: 1,484,232 shares; 2025Q4: 1,475,095 shares; 2026Q1: 1,279,205 shares 1,279,205 $368M 1.02% -195,890 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: 3,243,209 shares; 2024Q4: 3,097,111 shares; 2025Q1: 3,278,256 shares; 2025Q2: 3,676,492 shares; 2025Q3: 3,542,447 shares; 2025Q4: 4,107,872 shares; 2026Q1: 4,020,374 shares 4,020,374 $364M 1.01% -87,498 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: 703,304 shares; 2024Q4: 748,927 shares; 2025Q1: 1,164,224 shares; 2025Q2: 1,396,052 shares; 2025Q3: 1,413,565 shares; 2025Q4: 2,103,532 shares; 2026Q1: 1,721,079 shares 1,721,079 $363M 1.01% -382,453 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,454,621 shares; 2024Q4: 7,898,266 shares; 2025Q1: 8,355,660 shares; 2025Q2: 8,180,461 shares; 2025Q3: 6,969,354 shares; 2025Q4: 7,437,955 shares; 2026Q1: 7,265,228 shares 7,265,228 $336M 0.93% -172,727 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: 3,396,292 shares; 2024Q4: 3,753,964 shares; 2025Q1: 3,375,020 shares; 2025Q2: 5,691,240 shares; 2025Q3: 4,458,037 shares; 2025Q4: 4,480,940 shares; 2026Q1: 3,937,150 shares 3,937,150 $293M 0.81% -543,790 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: 767,338 shares; 2024Q4: 765,902 shares; 2025Q1: 729,109 shares; 2025Q2: 785,410 shares; 2025Q3: 737,447 shares; 2025Q4: 773,761 shares; 2026Q1: 663,015 shares 663,015 $290M 0.8% -110,746 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: 2,859,647 shares; 2024Q4: 3,067,190 shares; 2025Q1: 3,410,006 shares; 2025Q2: 3,454,291 shares; 2025Q3: 2,494,581 shares; 2025Q4: 1,850,669 shares; 2026Q1: 1,417,664 shares 1,417,664 $272M 0.75% -433,005 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: 1,540,573 shares; 2024Q4: 6,289,445 shares; 2025Q1: 7,065,460 shares; 2025Q2: 8,643,532 shares; 2025Q3: 10,174,284 shares; 2025Q4: 11,726,425 shares; 2026Q1: 9,069,139 shares 9,069,139 $264M 0.73% -2,657,286 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: 370,171 shares; 2024Q4: 393,398 shares; 2025Q1: 415,404 shares; 2025Q2: 434,236 shares; 2025Q3: 450,322 shares; 2025Q4: 509,244 shares; 2026Q1: 452,507 shares 452,507 $259M 0.72% -56,737 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,770,199 shares; 2025Q4: 11,698,629 shares; 2026Q1: 10,378,702 shares 10,378,702 $252M 0.7% -1,319,927 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: 834,666 shares; 2024Q4: 866,057 shares; 2025Q1: 896,977 shares; 2025Q2: 921,730 shares; 2025Q3: 899,309 shares; 2025Q4: 945,270 shares; 2026Q1: 795,261 shares 795,261 $234M 0.65% -150,009 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: 1,458,829 shares; 2024Q4: 1,447,815 shares; 2025Q1: 1,341,254 shares; 2025Q2: 1,302,751 shares; 2025Q3: 1,288,593 shares; 2025Q4: 1,386,698 shares; 2026Q1: 1,173,261 shares 1,173,261 $230M 0.64% -213,437 Timeline FELG 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: 4,780,788 shares; 2024Q4: 4,780,044 shares; 2025Q1: 4,969,365 shares; 2025Q2: 5,981,257 shares; 2025Q3: 6,057,861 shares; 2025Q4: 6,343,591 shares; 2026Q1: 6,118,699 shares 6,118,699 $229M 0.64% -224,892 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,796,963 shares; 2024Q4: 3,846,565 shares; 2025Q1: 3,600,776 shares; 2025Q2: 4,534,983 shares; 2025Q3: 3,743,883 shares; 2025Q4: 3,570,130 shares; 2026Q1: 3,122,246 shares 3,122,246 $219M 0.61% -447,884 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,505,729 shares; 2024Q4: 1,717,137 shares; 2025Q1: 1,819,938 shares; 2025Q2: 1,957,609 shares; 2025Q3: 1,734,184 shares; 2025Q4: 2,028,701 shares; 2026Q1: 1,947,693 shares 1,947,693 $207M 0.57% -81,008 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: 453,009 shares; 2024Q4: 477,086 shares; 2025Q1: 537,857 shares; 2025Q2: 622,140 shares; 2025Q3: 639,869 shares; 2025Q4: 697,188 shares; 2026Q1: 659,935 shares 659,935 $204M 0.57% -37,253 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: 515,085 shares; 2024Q4: 539,463 shares; 2025Q1: 551,968 shares; 2025Q2: 499,599 shares; 2025Q3: 511,865 shares; 2025Q4: 526,778 shares; 2026Q1: 459,566 shares 459,566 $196M 0.54% -67,212 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: 2,724,051 shares; 2024Q4: 2,894,482 shares; 2025Q1: 3,245,957 shares; 2025Q2: 3,233,431 shares; 2025Q3: 3,036,938 shares; 2025Q4: 3,309,147 shares; 2026Q1: 2,896,473 shares 2,896,473 $196M 0.54% -412,674 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: 1,622,403 shares; 2024Q4: 1,705,919 shares; 2025Q1: 1,760,749 shares; 2025Q2: 2,117,164 shares; 2025Q3: 2,517,023 shares; 2025Q4: 2,784,632 shares; 2026Q1: 2,644,586 shares 2,644,586 $195M 0.54% -140,046 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: 597,547 shares; 2024Q4: 626,603 shares; 2025Q1: 656,330 shares; 2025Q2: 664,764 shares; 2025Q3: 690,681 shares; 2025Q4: 689,757 shares; 2026Q1: 639,018 shares 639,018 $183M 0.51% -50,739 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,273,939 shares; 2024Q4: 3,677,649 shares; 2025Q1: 4,002,118 shares; 2025Q2: 4,500,964 shares; 2025Q3: 4,485,408 shares; 2025Q4: 4,921,276 shares; 2026Q1: 4,271,791 shares 4,271,791 $182M 0.5% -649,485 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,746,655 shares; 2025Q3: 4,336,683 shares; 2025Q4: 5,187,871 shares; 2026Q1: 5,232,572 shares 5,232,572 $172M 0.48% +44,701 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,701,420 shares; 2024Q4: 2,104,114 shares; 2025Q1: 1,234,823 shares; 2025Q2: 1,333,981 shares; 2025Q3: 453,417 shares; 2025Q4: 390,383 shares; 2026Q1: 1,541,314 shares 1,541,314 $172M 0.48% +1,150,931 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: 1,722,279 shares; 2024Q4: 5,389,861 shares; 2025Q1: 5,872,993 shares; 2025Q2: 6,058,642 shares; 2025Q3: 5,952,247 shares; 2025Q4: 6,298,234 shares; 2026Q1: 5,368,583 shares 5,368,583 $165M 0.46% -929,651 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: 2,201,949 shares; 2024Q4: 2,848,421 shares; 2025Q1: 3,290,362 shares; 2025Q2: 3,177,670 shares; 2025Q3: 3,989,407 shares; 2025Q4: 4,190,889 shares; 2026Q1: 3,272,285 shares 3,272,285 $162M 0.45% -918,604 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 405,725 shares; 2025Q2: 3,780,884 shares; 2025Q3: 3,836,763 shares; 2025Q4: 4,602,075 shares; 2026Q1: 4,457,803 shares 4,457,803 $161M 0.45% -144,272 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,395,051 shares; 2024Q4: 2,546,021 shares; 2025Q1: 2,620,044 shares; 2025Q2: 2,788,923 shares; 2025Q3: 2,804,960 shares; 2025Q4: 3,077,051 shares; 2026Q1: 2,913,486 shares 2,913,486 $157M 0.44% -163,565 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,610,159 shares; 2024Q4: 2,732,984 shares; 2025Q1: 3,199,188 shares; 2025Q2: 3,357,833 shares; 2025Q3: 2,833,158 shares; 2025Q4: 3,063,422 shares; 2026Q1: 2,741,652 shares 2,741,652 $155M 0.43% -321,770 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: 1,398,385 shares; 2024Q4: 1,580,015 shares; 2025Q1: 1,571,308 shares; 2025Q2: 2,131,460 shares; 2025Q3: 2,069,030 shares; 2025Q4: 2,403,367 shares; 2026Q1: 2,028,092 shares 2,028,092 $155M 0.43% -375,275 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: 337,966 shares; 2024Q4: 443,060 shares; 2025Q1: 379,928 shares; 2025Q2: 347,718 shares; 2025Q3: 439,425 shares; 2025Q4: 1,340,190 shares; 2026Q1: 1,143,014 shares 1,143,014 $152M 0.42% -197,176 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: 265,095 shares; 2024Q4: 278,942 shares; 2025Q1: 292,146 shares; 2025Q2: 305,827 shares; 2025Q3: 302,362 shares; 2025Q4: 305,913 shares; 2026Q1: 314,685 shares 314,685 $151M 0.42% +8,772 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: 50,951 shares; 2024Q4: 389,528 shares; 2025Q1: 371,614 shares; 2025Q2: 429,174 shares; 2025Q3: 630,865 shares; 2025Q4: 694,449 shares; 2026Q1: 626,007 shares 626,007 $150M 0.42% -68,442 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,052,023 shares; 2024Q4: 1,125,977 shares; 2025Q1: 1,231,676 shares; 2025Q2: 1,232,046 shares; 2025Q3: 1,210,705 shares; 2025Q4: 1,353,378 shares; 2026Q1: 1,207,467 shares 1,207,467 $150M 0.42% -145,911 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: 346,563 shares; 2024Q4: 367,494 shares; 2025Q1: 429,641 shares; 2025Q2: 448,753 shares; 2025Q3: 436,254 shares; 2025Q4: 419,846 shares; 2026Q1: 344,770 shares 344,770 $148M 0.41% -75,076 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: 941,220 shares; 2024Q4: 1,069,210 shares; 2025Q1: 1,290,497 shares; 2025Q2: 1,732,017 shares; 2025Q3: 1,800,639 shares; 2025Q4: 1,972,171 shares; 2026Q1: 1,833,494 shares 1,833,494 $148M 0.41% -138,677 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: 436,850 shares; 2024Q4: 440,885 shares; 2025Q1: 440,978 shares; 2025Q2: 475,303 shares; 2025Q3: 469,390 shares; 2025Q4: 479,820 shares; 2026Q1: 455,873 shares 455,873 $146M 0.41% -23,947 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,370,029 shares; 2025Q4: 7,273,424 shares; 2026Q1: 5,901,423 shares 5,901,423 $145M 0.4% -1,372,001 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,476,217 shares; 2024Q4: 1,804,314 shares; 2025Q1: 2,120,336 shares; 2025Q2: 2,283,396 shares; 2025Q3: 2,305,033 shares; 2025Q4: 2,480,613 shares; 2026Q1: 6,218,729 shares 6,218,729 $142M 0.4% +3,738,116 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: 122,361 shares; 2024Q4: 127,018 shares; 2025Q1: 135,338 shares; 2025Q2: 152,113 shares; 2025Q3: 144,028 shares; 2025Q4: 152,051 shares; 2026Q1: 151,246 shares 151,246 $139M 0.39% -805 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,331,296 shares; 2024Q4: 1,641,006 shares; 2025Q1: 1,757,506 shares; 2025Q2: 2,026,570 shares; 2025Q3: 2,589,855 shares; 2025Q4: 2,861,525 shares; 2026Q1: 2,670,558 shares 2,670,558 $139M 0.38% -190,967 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: 336,554 shares; 2024Q4: 407,747 shares; 2025Q1: 583,103 shares; 2025Q2: 474,489 shares; 2025Q3: 457,019 shares; 2025Q4: 484,997 shares; 2026Q1: 721,889 shares 721,889 $139M 0.38% +236,892 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 337,679 shares; 2024Q4: 378,246 shares; 2025Q1: 968,860 shares; 2025Q2: 1,258,659 shares; 2025Q3: 1,654,000 shares; 2025Q4: 1,850,452 shares; 2026Q1: 1,364,327 shares 1,364,327 $137M 0.38% -486,125 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,061,871 shares; 2024Q4: 1,209,528 shares; 2025Q1: 1,546,570 shares; 2025Q2: 1,371,172 shares; 2025Q3: 1,400,997 shares; 2025Q4: 1,565,460 shares; 2026Q1: 1,359,041 shares 1,359,041 $135M 0.37% -206,419 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,655,546 shares; 2024Q4: 1,953,940 shares; 2025Q1: 1,813,739 shares; 2025Q2: 1,909,544 shares; 2025Q3: 1,858,126 shares; 2025Q4: 1,746,573 shares; 2026Q1: 1,412,423 shares 1,412,423 $134M 0.37% -334,150 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: 309,382 shares; 2024Q4: 323,614 shares; 2025Q1: 339,207 shares; 2025Q2: 336,046 shares; 2025Q3: 338,023 shares; 2025Q4: 364,557 shares; 2026Q1: 353,885 shares 353,885 $132M 0.36% -10,672 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,212 shares; 2024Q4: 130,539 shares; 2025Q1: 137,558 shares; 2025Q2: 1,358,561 shares; 2025Q3: 1,498,831 shares; 2025Q4: 1,780,194 shares; 2026Q1: 1,728,779 shares 1,728,779 $131M 0.36% -51,415 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,688,825 shares; 2024Q4: 2,471,356 shares; 2025Q1: 2,800,681 shares; 2025Q2: 3,262,607 shares; 2025Q3: 3,338,111 shares; 2025Q4: 3,643,866 shares; 2026Q1: 3,212,572 shares 3,212,572 $129M 0.36% -431,294 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: 407,163 shares; 2024Q4: 399,359 shares; 2025Q1: 423,822 shares; 2025Q2: 453,189 shares; 2025Q3: 431,438 shares; 2025Q4: 454,813 shares; 2026Q1: 376,221 shares 376,221 $127M 0.35% -78,592 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: 416,569 shares; 2024Q4: 417,672 shares; 2025Q1: 444,396 shares; 2025Q2: 457,886 shares; 2025Q3: 458,698 shares; 2025Q4: 472,741 shares; 2026Q1: 419,490 shares 419,490 $127M 0.35% -53,251 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: 1,027,102 shares; 2024Q4: 1,033,164 shares; 2025Q1: 1,047,794 shares; 2025Q2: 1,092,319 shares; 2025Q3: 1,097,044 shares; 2025Q4: 1,173,324 shares; 2026Q1: 1,009,285 shares 1,009,285 $125M 0.35% -164,039 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: 548,661 shares; 2024Q4: 601,040 shares; 2025Q1: 606,930 shares; 2025Q2: 635,640 shares; 2025Q3: 631,393 shares; 2025Q4: 659,523 shares; 2026Q1: 551,567 shares 551,567 $120M 0.33% -107,956 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: 546,211 shares; 2024Q4: 564,918 shares; 2025Q1: 637,713 shares; 2025Q2: 677,534 shares; 2025Q3: 743,880 shares; 2025Q4: 814,503 shares; 2026Q1: 695,664 shares 695,664 $118M 0.33% -118,839 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: 100,816 shares; 2024Q4: 108,238 shares; 2025Q1: 111,252 shares; 2025Q2: 117,722 shares; 2025Q3: 124,893 shares; 2025Q4: 133,866 shares; 2026Q1: 116,974 shares 116,974 $117M 0.32% -16,892 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,684,062 shares; 2024Q4: 2,076,301 shares; 2025Q1: 2,731,036 shares; 2025Q2: 3,032,309 shares; 2025Q3: 3,165,889 shares; 2025Q4: 3,443,111 shares; 2026Q1: 2,960,209 shares 2,960,209 $114M 0.32% -482,902 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: 644,291 shares; 2024Q4: 869,932 shares; 2025Q1: 829,566 shares; 2025Q2: 1,000,339 shares; 2025Q3: 1,020,620 shares; 2025Q4: 1,105,609 shares; 2026Q1: 1,120,507 shares 1,120,507 $110M 0.3% +14,898 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: 83,057 shares; 2024Q4: 90,259 shares; 2025Q1: 97,053 shares; 2025Q2: 99,077 shares; 2025Q3: 101,966 shares; 2025Q4: 1,100,928 shares; 2026Q1: 1,129,069 shares 1,129,069 $109M 0.3% +28,141 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 819,494 shares; 2024Q4: 821,457 shares; 2025Q1: 844,529 shares; 2025Q2: 898,630 shares; 2025Q3: 1,051,305 shares; 2025Q4: 1,025,482 shares; 2026Q1: 995,764 shares 995,764 $109M 0.3% -29,718 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,625,301 shares 2,625,301 $108M 0.3% new 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: 542,185 shares; 2024Q4: 562,757 shares; 2025Q1: 564,731 shares; 2025Q2: 583,059 shares; 2025Q3: 585,311 shares; 2025Q4: 590,724 shares; 2026Q1: 493,250 shares 493,250 $106M 0.29% -97,474 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: 368,562 shares; 2024Q4: 266,341 shares; 2025Q1: 435,254 shares; 2025Q2: 520,606 shares; 2025Q3: 665,513 shares; 2025Q4: 752,427 shares; 2026Q1: 641,894 shares 641,894 $104M 0.29% -110,533 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: 558,078 shares; 2024Q4: 520,647 shares; 2025Q1: 501,586 shares; 2025Q2: 512,378 shares; 2025Q3: 489,469 shares; 2025Q4: 524,489 shares; 2026Q1: 492,077 shares 492,077 $102M 0.28% -32,412 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,870,208 shares; 2024Q4: 2,997,215 shares; 2025Q1: 2,943,110 shares; 2025Q2: 3,284,070 shares; 2025Q3: 3,315,259 shares; 2025Q4: 3,626,879 shares; 2026Q1: 3,002,233 shares 3,002,233 $101M 0.28% -624,646 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: 524,644 shares; 2024Q4: 960,451 shares; 2025Q1: 1,543,211 shares; 2025Q2: 1,553,050 shares; 2025Q3: 2,008,348 shares; 2025Q4: 2,106,672 shares; 2026Q1: 1,131,583 shares 1,131,583 $99.8M 0.28% -975,089 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: 249,740 shares; 2024Q4: 256,909 shares; 2025Q1: 256,579 shares; 2025Q2: 280,701 shares; 2025Q3: 272,480 shares; 2025Q4: 280,608 shares; 2026Q1: 258,729 shares 258,729 $99.2M 0.28% -21,879 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: 343,040 shares; 2024Q4: 369,725 shares; 2025Q1: 358,217 shares; 2025Q2: 353,707 shares; 2025Q3: 356,456 shares; 2025Q4: 371,897 shares; 2026Q1: 327,717 shares 327,717 $99.1M 0.27% -44,180 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,736,941 shares; 2024Q4: 1,797,039 shares; 2025Q1: 1,172,909 shares; 2025Q2: 1,739,930 shares; 2025Q3: 1,961,520 shares; 2025Q4: 2,467,073 shares; 2026Q1: 2,159,388 shares 2,159,388 $98.5M 0.27% -307,685 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: 1,274,797 shares; 2024Q4: 1,425,201 shares; 2025Q1: 1,645,090 shares; 2025Q2: 1,848,872 shares; 2025Q3: 1,684,667 shares; 2025Q4: 1,805,415 shares; 2026Q1: 2,154,387 shares 2,154,387 $98.3M 0.27% +348,972 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: 391,747 shares; 2024Q4: 426,348 shares; 2025Q1: 382,148 shares; 2025Q2: 396,389 shares; 2025Q3: 395,480 shares; 2025Q4: 440,701 shares; 2026Q1: 375,337 shares 375,337 $98.3M 0.27% -65,364 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 560,850 shares; 2024Q4: 588,510 shares; 2025Q1: 480,599 shares; 2025Q2: 505,791 shares; 2025Q3: 413,003 shares; 2025Q4: 381,814 shares; 2026Q1: 394,279 shares 394,279 $98.1M 0.27% +12,465 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,956,001 shares 2,956,001 $96.7M 0.27% new 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: 337,638 shares; 2024Q4: 337,075 shares; 2025Q1: 324,393 shares; 2025Q2: 424,700 shares; 2025Q3: 356,092 shares; 2025Q4: 384,043 shares; 2026Q1: 335,502 shares 335,502 $96.3M 0.27% -48,541 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,885,052 shares; 2024Q4: 2,161,173 shares; 2025Q1: 2,557,602 shares; 2025Q2: 2,753,304 shares; 2025Q3: 2,995,195 shares; 2025Q4: 3,182,129 shares; 2026Q1: 2,816,834 shares 2,816,834 $94M 0.26% -365,295 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 427,144 shares; 2024Q4: 454,773 shares; 2025Q1: 477,830 shares; 2025Q2: 503,607 shares; 2025Q3: 504,041 shares; 2025Q4: 439,316 shares; 2026Q1: 390,837 shares 390,837 $92.9M 0.26% -48,479 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 989,452 shares; 2024Q4: 1,017,213 shares; 2025Q1: 1,269,467 shares; 2025Q2: 1,358,900 shares; 2025Q3: 1,403,214 shares; 2025Q4: 1,496,878 shares; 2026Q1: 1,357,751 shares 1,357,751 $92.7M 0.26% -139,127 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: 273,246 shares; 2024Q4: 281,218 shares; 2025Q1: 298,575 shares; 2025Q2: 303,889 shares; 2025Q3: 308,055 shares; 2025Q4: 324,305 shares; 2026Q1: 270,080 shares 270,080 $88.8M 0.25% -54,225 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: 568,877 shares; 2024Q4: 578,895 shares; 2025Q1: 613,446 shares; 2025Q2: 639,729 shares; 2025Q3: 627,429 shares; 2025Q4: 666,138 shares; 2026Q1: 534,689 shares 534,689 $88.4M 0.25% -131,449 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: 146,643 shares; 2024Q4: 148,102 shares; 2025Q1: 155,662 shares; 2025Q2: 154,361 shares; 2025Q3: 152,598 shares; 2025Q4: 148,909 shares; 2026Q1: 123,525 shares 123,525 $87.5M 0.24% -25,384 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: 375,270 shares; 2024Q4: 387,638 shares; 2025Q1: 388,684 shares; 2025Q2: 396,012 shares; 2025Q3: 400,401 shares; 2025Q4: 415,911 shares; 2026Q1: 450,284 shares 450,284 $86.9M 0.24% +34,373 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: 2,214,276 shares; 2024Q4: 2,200,631 shares; 2025Q1: 1,939,169 shares; 2025Q2: 1,866,117 shares; 2025Q3: 1,726,023 shares; 2025Q4: 1,697,873 shares; 2026Q1: 1,372,593 shares 1,372,593 $85.9M 0.24% -325,280 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: 370,132 shares; 2024Q4: 377,266 shares; 2025Q1: 399,099 shares; 2025Q2: 398,755 shares; 2025Q3: 408,283 shares; 2025Q4: 455,284 shares; 2026Q1: 401,072 shares 401,072 $85.7M 0.24% -54,212 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: 927,717 shares; 2024Q4: 1,024,239 shares; 2025Q1: 1,124,584 shares; 2025Q2: 1,247,798 shares; 2025Q3: 1,456,797 shares; 2025Q4: 1,627,245 shares; 2026Q1: 1,596,473 shares 1,596,473 $83.9M 0.23% -30,772 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: 568,540 shares; 2024Q4: 663,916 shares; 2025Q1: 367,822 shares; 2025Q2: 407,240 shares; 2025Q3: 578,215 shares; 2025Q4: 1,236,516 shares; 2026Q1: 1,349,399 shares 1,349,399 $82.7M 0.23% +112,883 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,189,169 shares; 2024Q4: 1,315,487 shares; 2025Q1: 1,429,216 shares; 2025Q2: 1,508,448 shares; 2025Q3: 1,639,072 shares; 2025Q4: 1,755,656 shares; 2026Q1: 1,631,854 shares 1,631,854 $80.7M 0.22% -123,802 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,221,128 shares; 2024Q4: 1,421,604 shares; 2025Q1: 1,511,505 shares; 2025Q2: 1,517,783 shares; 2025Q3: 1,604,549 shares; 2025Q4: 1,784,550 shares; 2026Q1: 1,671,795 shares 1,671,795 $80.3M 0.22% -112,755 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: 162,932 shares; 2024Q4: 169,126 shares; 2025Q1: 171,065 shares; 2025Q2: 164,773 shares; 2025Q3: 167,478 shares; 2025Q4: 173,831 shares; 2026Q1: 154,951 shares 154,951 $77.4M 0.21% -18,880 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: 549,313 shares; 2024Q4: 516,418 shares; 2025Q1: 540,349 shares; 2025Q2: 576,010 shares; 2025Q3: 580,196 shares; 2025Q4: 627,137 shares; 2026Q1: 522,526 shares 522,526 $77.4M 0.21% -104,611 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: 294,629 shares; 2024Q4: 294,760 shares; 2025Q1: 295,287 shares; 2025Q2: 300,761 shares; 2025Q3: 298,709 shares; 2025Q4: 298,560 shares; 2026Q1: 257,442 shares 257,442 $76.9M 0.21% -41,118 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 560,765 shares; 2024Q4: 473,288 shares; 2025Q1: 1,038,031 shares; 2025Q2: 1,044,877 shares; 2025Q3: 1,184,903 shares; 2025Q4: 1,469,316 shares; 2026Q1: 1,083,579 shares 1,083,579 $76.1M 0.21% -385,737 Timeline SPHY 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: 496,159 shares; 2024Q4: 1,420,841 shares; 2025Q1: 1,651,105 shares; 2025Q2: 2,567,446 shares; 2025Q3: 3,036,898 shares; 2025Q4: 3,378,114 shares; 2026Q1: 3,222,719 shares 3,222,719 $75.2M 0.21% -155,395 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: 14,619 shares; 2024Q4: 38,457 shares; 2025Q1: 11,665 shares; 2025Q2: 1,280,810 shares; 2025Q3: 1,280,467 shares; 2025Q4: 1,479,805 shares; 2026Q1: 1,484,389 shares 1,484,389 $74.3M 0.21% +4,584 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: 932,221 shares; 2024Q4: 964,086 shares; 2025Q1: 1,019,425 shares; 2025Q2: 1,096,529 shares; 2025Q3: 1,092,049 shares; 2025Q4: 1,172,005 shares; 2026Q1: 956,310 shares 956,310 $74.2M 0.21% -215,695 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: 256,236 shares; 2024Q4: 245,361 shares; 2025Q1: 216,988 shares; 2025Q2: 275,758 shares; 2025Q3: 650,152 shares; 2025Q4: 725,035 shares; 2026Q1: 334,192 shares 334,192 $73.1M 0.2% -390,843 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: 721,993 shares; 2024Q4: 642,361 shares; 2025Q1: 615,726 shares; 2025Q2: 606,164 shares; 2025Q3: 599,419 shares; 2025Q4: 526,331 shares; 2026Q1: 497,533 shares 497,533 $72.8M 0.2% -28,798 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: 289,408 shares; 2024Q4: 299,453 shares; 2025Q1: 435,683 shares; 2025Q2: 477,856 shares; 2025Q3: 478,947 shares; 2025Q4: 503,125 shares; 2026Q1: 436,384 shares 436,384 $71.8M 0.2% -66,741 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: 1,457,858 shares; 2024Q4: 1,439,585 shares; 2025Q1: 1,473,079 shares; 2025Q2: 1,536,323 shares; 2025Q3: 1,540,226 shares; 2025Q4: 1,609,017 shares; 2026Q1: 1,412,971 shares 1,412,971 $70.9M 0.2% -196,046 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: 76,671 shares; 2024Q4: 89,977 shares; 2025Q1: 92,872 shares; 2025Q2: 88,469 shares; 2025Q3: 91,748 shares; 2025Q4: 98,479 shares; 2026Q1: 81,915 shares 81,915 $69.3M 0.19% -16,564 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: 285,256 shares; 2024Q4: 280,857 shares; 2025Q1: 299,296 shares; 2025Q2: 322,520 shares; 2025Q3: 335,276 shares; 2025Q4: 352,129 shares; 2026Q1: 281,666 shares 281,666 $68.9M 0.19% -70,463 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: 415,491 shares; 2024Q4: 429,169 shares; 2025Q1: 445,140 shares; 2025Q2: 459,760 shares; 2025Q3: 447,513 shares; 2025Q4: 462,103 shares; 2026Q1: 474,063 shares 474,063 $68.5M 0.19% +11,960 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 608,347 shares; 2024Q4: 471,401 shares; 2025Q1: 476,559 shares; 2025Q2: 747,363 shares; 2025Q3: 747,129 shares; 2025Q4: 1,048,816 shares; 2026Q1: 995,401 shares 995,401 $68.2M 0.19% -53,415 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: 767,014 shares; 2024Q4: 680,432 shares; 2025Q1: 757,620 shares; 2025Q2: 909,779 shares; 2025Q3: 983,800 shares; 2025Q4: 1,036,375 shares; 2026Q1: 1,203,318 shares 1,203,318 $68.1M 0.19% +166,943 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,543 shares; 2024Q4: 737,683 shares; 2025Q1: 775,996 shares; 2025Q2: 934,225 shares; 2025Q3: 1,064,882 shares; 2025Q4: 1,401,713 shares; 2026Q1: 1,254,973 shares 1,254,973 $67.5M 0.19% -146,740 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 783,314 shares; 2024Q4: 1,019,870 shares; 2025Q1: 1,119,113 shares; 2025Q2: 1,221,602 shares; 2025Q3: 1,165,507 shares; 2025Q4: 1,343,676 shares; 2026Q1: 1,187,871 shares 1,187,871 $66M 0.18% -155,805 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,204,561 shares; 2024Q4: 2,506,857 shares; 2025Q1: 2,760,675 shares; 2025Q2: 2,651,415 shares; 2025Q3: 2,751,676 shares; 2025Q4: 2,920,967 shares; 2026Q1: 2,656,034 shares 2,656,034 $65.7M 0.18% -264,933 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: 192,413 shares; 2024Q4: 186,366 shares; 2025Q1: 178,333 shares; 2025Q2: 195,770 shares; 2025Q3: 194,809 shares; 2025Q4: 205,275 shares; 2026Q1: 184,939 shares 184,939 $65.1M 0.18% -20,336 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: 649,059 shares; 2024Q4: 704,299 shares; 2025Q1: 663,817 shares; 2025Q2: 697,873 shares; 2025Q3: 700,629 shares; 2025Q4: 778,926 shares; 2026Q1: 664,234 shares 664,234 $64.5M 0.18% -114,692 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: 136,840 shares; 2024Q4: 196,072 shares; 2025Q1: 217,007 shares; 2025Q2: 266,220 shares; 2025Q3: 252,893 shares; 2025Q4: 236,364 shares; 2026Q1: 188,302 shares 188,302 $64.4M 0.18% -48,062 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: 508,049 shares; 2024Q4: 496,369 shares; 2025Q1: 497,484 shares; 2025Q2: 514,838 shares; 2025Q3: 495,447 shares; 2025Q4: 511,375 shares; 2026Q1: 451,482 shares 451,482 $64.3M 0.18% -59,893 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: 791,062 shares; 2024Q4: 818,615 shares; 2025Q1: 812,106 shares; 2025Q2: 826,927 shares; 2025Q3: 809,132 shares; 2025Q4: 869,338 shares; 2026Q1: 820,049 shares 820,049 $64.3M 0.18% -49,289 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266,770 shares; 2024Q4: 291,014 shares; 2025Q1: 276,748 shares; 2025Q2: 523,311 shares; 2025Q3: 533,294 shares; 2025Q4: 552,176 shares; 2026Q1: 652,522 shares 652,522 $62.3M 0.17% +100,346 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: 184,915 shares; 2024Q4: 254,924 shares; 2025Q1: 341,755 shares; 2025Q2: 409,829 shares; 2025Q3: 492,326 shares; 2025Q4: 553,043 shares; 2026Q1: 615,394 shares 615,394 $61.9M 0.17% +62,351 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 434,611 shares; 2024Q4: 517,598 shares; 2025Q1: 557,083 shares; 2025Q2: 639,221 shares; 2025Q3: 1,151,960 shares; 2025Q4: 903,019 shares; 2026Q1: 823,056 shares 823,056 $61.9M 0.17% -79,963 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: 152,979 shares; 2024Q4: 151,618 shares; 2025Q1: 168,777 shares; 2025Q2: 167,228 shares; 2025Q3: 166,827 shares; 2025Q4: 174,862 shares; 2026Q1: 169,884 shares 169,884 $60.6M 0.17% -4,978 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: 1,087,811 shares; 2024Q4: 1,165,649 shares; 2025Q1: 966,834 shares; 2025Q2: 902,503 shares; 2025Q3: 892,342 shares; 2025Q4: 916,068 shares; 2026Q1: 801,535 shares 801,535 $60.2M 0.17% -114,533 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,187,412 shares 1,187,412 $59.3M 0.16% new 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: 618,196 shares; 2024Q4: 690,068 shares; 2025Q1: 717,627 shares; 2025Q2: 760,925 shares; 2025Q3: 679,347 shares; 2025Q4: 699,841 shares; 2026Q1: 623,770 shares 623,770 $57.9M 0.16% -76,071 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: 33,723 shares; 2024Q4: 42,852 shares; 2025Q1: 52,743 shares; 2025Q2: 50,928 shares; 2025Q3: 48,192 shares; 2025Q4: 50,893 shares; 2026Q1: 42,782 shares 42,782 $56.5M 0.16% -8,111 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: 76,304 shares; 2024Q4: 81,255 shares; 2025Q1: 86,817 shares; 2025Q2: 85,822 shares; 2025Q3: 88,979 shares; 2025Q4: 87,119 shares; 2026Q1: 80,400 shares 80,400 $56.1M 0.16% -6,719 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,203,968 shares; 2024Q4: 1,443,344 shares; 2025Q1: 1,545,854 shares; 2025Q2: 1,825,400 shares; 2025Q3: 2,111,606 shares; 2025Q4: 2,377,012 shares; 2026Q1: 2,060,914 shares 2,060,914 $56M 0.16% -316,098 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 594,614 shares; 2024Q4: 927,004 shares; 2025Q1: 974,190 shares; 2025Q2: 1,125,534 shares; 2025Q3: 1,299,677 shares; 2025Q4: 1,516,279 shares; 2026Q1: 1,545,603 shares 1,545,603 $55.5M 0.15% +29,324 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,583 shares; 2024Q4: 96,000 shares; 2025Q1: 93,069 shares; 2025Q2: 92,112 shares; 2025Q3: 82,976 shares; 2025Q4: 151,013 shares; 2026Q1: 168,220 shares 168,220 $55.3M 0.15% +17,207 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,034,038 shares; 2024Q4: 2,239,306 shares; 2025Q1: 2,174,200 shares; 2025Q2: 2,318,254 shares; 2025Q3: 2,438,289 shares; 2025Q4: 2,623,539 shares; 2026Q1: 2,432,159 shares 2,432,159 $54.3M 0.15% -191,380 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 765,406 shares; 2024Q4: 391,419 shares; 2025Q1: 452,153 shares; 2025Q2: 881,588 shares; 2025Q3: 1,039,913 shares; 2025Q4: 1,402,204 shares; 2026Q1: 795,313 shares 795,313 $54.2M 0.15% -606,891 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: 99,643 shares; 2024Q4: 162,991 shares; 2025Q1: 283,928 shares; 2025Q2: 508,615 shares; 2025Q3: 560,360 shares; 2025Q4: 567,000 shares; 2026Q1: 482,823 shares 482,823 $54.1M 0.15% -84,177 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: 585,308 shares; 2024Q4: 597,659 shares; 2025Q1: 621,978 shares; 2025Q2: 653,419 shares; 2025Q3: 676,207 shares; 2025Q4: 692,185 shares; 2026Q1: 575,017 shares 575,017 $54M 0.15% -117,168 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,130,306 shares; 2024Q4: 1,410,666 shares; 2025Q1: 1,536,471 shares; 2025Q2: 1,614,179 shares; 2025Q3: 1,601,589 shares; 2025Q4: 1,664,664 shares; 2026Q1: 1,368,052 shares 1,368,052 $53.9M 0.15% -296,612 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: 449,681 shares; 2024Q4: 338,269 shares; 2025Q1: 425,066 shares; 2025Q2: 304,571 shares; 2025Q3: 296,026 shares; 2025Q4: 443,753 shares; 2026Q1: 363,690 shares 363,690 $53.3M 0.15% -80,063 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: 1,434,477 shares; 2024Q4: 1,080,133 shares; 2025Q1: 1,000,695 shares; 2025Q2: 1,029,798 shares; 2025Q3: 1,081,340 shares; 2025Q4: 1,278,407 shares; 2026Q1: 1,147,002 shares 1,147,002 $53M 0.15% -131,405 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: 536,386 shares; 2024Q4: 561,480 shares; 2025Q1: 563,170 shares; 2025Q2: 547,558 shares; 2025Q3: 734,100 shares; 2025Q4: 804,564 shares; 2026Q1: 685,730 shares 685,730 $52.9M 0.15% -118,834 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: 70,429 shares; 2025Q1: 71,729 shares; 2025Q2: 74,928 shares; 2025Q3: 69,217 shares; 2025Q4: 72,458 shares; 2026Q1: 54,918 shares 54,918 $52.8M 0.15% -17,540 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: 45,136 shares; 2024Q4: 59,647 shares; 2025Q1: 75,129 shares; 2025Q2: 72,283 shares; 2025Q3: 76,962 shares; 2025Q4: 141,985 shares; 2026Q1: 147,025 shares 147,025 $52.6M 0.15% +5,040 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: 463,729 shares; 2024Q4: 604,419 shares; 2025Q1: 633,229 shares; 2025Q2: 631,541 shares; 2025Q3: 694,601 shares; 2025Q4: 747,473 shares; 2026Q1: 725,473 shares 725,473 $52.2M 0.14% -22,000 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: 1,287,021 shares; 2024Q4: 1,227,641 shares; 2025Q1: 1,237,934 shares; 2025Q2: 1,740,318 shares; 2025Q3: 1,756,208 shares; 2025Q4: 1,822,798 shares; 2026Q1: 1,796,246 shares 1,796,246 $52.1M 0.14% -26,552 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: 413,630 shares; 2024Q4: 420,137 shares; 2025Q1: 407,849 shares; 2025Q2: 416,482 shares; 2025Q3: 405,750 shares; 2025Q4: 406,721 shares; 2026Q1: 351,909 shares 351,909 $51.4M 0.14% -54,812 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,113,585 shares; 2024Q4: 1,116,020 shares; 2025Q1: 1,134,480 shares; 2025Q2: 1,158,247 shares; 2025Q3: 1,125,665 shares; 2025Q4: 1,179,739 shares; 2026Q1: 1,022,358 shares 1,022,358 $51.2M 0.14% -157,381 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: 290,909 shares; 2024Q4: 290,736 shares; 2025Q1: 403,070 shares; 2025Q2: 422,649 shares; 2025Q3: 416,933 shares; 2025Q4: 465,643 shares; 2026Q1: 382,107 shares 382,107 $50.5M 0.14% -83,536 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: 300,789 shares; 2024Q4: 429,129 shares; 2025Q1: 432,381 shares; 2025Q2: 565,595 shares; 2025Q3: 742,829 shares; 2025Q4: 774,549 shares; 2026Q1: 550,043 shares 550,043 $50.4M 0.14% -224,506 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: 255,842 shares; 2024Q4: 319,460 shares; 2025Q1: 342,529 shares; 2025Q2: 364,346 shares; 2025Q3: 401,805 shares; 2025Q4: 432,717 shares; 2026Q1: 383,697 shares 383,697 $50.2M 0.14% -49,020 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,742 shares; 2024Q4: 254,029 shares; 2025Q1: 224,841 shares; 2025Q2: 225,618 shares; 2025Q3: 339,551 shares; 2025Q4: 383,350 shares; 2026Q1: 346,064 shares 346,064 $50.2M 0.14% -37,286 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: 733,971 shares; 2024Q4: 789,188 shares; 2025Q1: 874,069 shares; 2025Q2: 979,909 shares; 2025Q3: 894,395 shares; 2025Q4: 757,351 shares; 2026Q1: 588,116 shares 588,116 $48.6M 0.13% -169,235 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,014 shares; 2024Q4: 341,509 shares; 2025Q1: 1,000,182 shares; 2025Q2: 1,076,371 shares; 2025Q3: 895,791 shares; 2025Q4: 872,986 shares; 2026Q1: 673,133 shares 673,133 $48.3M 0.13% -199,853 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,401,021 shares; 2024Q4: 1,259,504 shares; 2025Q1: 2,438,005 shares; 2025Q2: 1,475,972 shares; 2025Q3: 1,157,914 shares; 2025Q4: 1,259,083 shares; 2026Q1: 1,135,613 shares 1,135,613 $48.3M 0.13% -123,470 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: 100,067 shares; 2024Q4: 82,572 shares; 2025Q1: 88,496 shares; 2025Q2: 90,954 shares; 2025Q3: 99,691 shares; 2025Q4: 110,921 shares; 2026Q1: 79,736 shares 79,736 $48.2M 0.13% -31,185 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 523,557 shares; 2025Q2: 685,472 shares; 2025Q3: 1,360,614 shares; 2025Q4: 1,554,291 shares; 2026Q1: 1,576,137 shares 1,576,137 $48.1M 0.13% +21,846 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: 210,321 shares; 2024Q4: 172,130 shares; 2025Q1: 179,063 shares; 2025Q2: 183,468 shares; 2025Q3: 192,637 shares; 2025Q4: 224,130 shares; 2026Q1: 193,319 shares 193,319 $47.9M 0.13% -30,811 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: 667,141 shares; 2024Q4: 692,355 shares; 2025Q1: 714,821 shares; 2025Q2: 710,384 shares; 2025Q3: 672,300 shares; 2025Q4: 717,290 shares; 2026Q1: 628,161 shares 628,161 $47.8M 0.13% -89,129 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: 297,963 shares; 2024Q4: 321,445 shares; 2025Q1: 318,943 shares; 2025Q2: 224,522 shares; 2025Q3: 269,224 shares; 2025Q4: 253,024 shares; 2026Q1: 232,900 shares 232,900 $47.4M 0.13% -20,124 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,527,090 shares; 2024Q4: 1,684,119 shares; 2025Q1: 1,830,092 shares; 2025Q2: 2,116,598 shares; 2025Q3: 2,256,812 shares; 2025Q4: 2,628,656 shares; 2026Q1: 2,423,681 shares 2,423,681 $47.3M 0.13% -204,975 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 535,460 shares; 2024Q4: 581,424 shares; 2025Q1: 556,061 shares; 2025Q2: 530,369 shares; 2025Q3: 564,632 shares; 2025Q4: 630,269 shares; 2026Q1: 591,992 shares 591,992 $47.1M 0.13% -38,277 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: 130,001 shares; 2024Q4: 146,299 shares; 2025Q1: 141,304 shares; 2025Q2: 171,398 shares; 2025Q3: 180,778 shares; 2025Q4: 184,476 shares; 2026Q1: 164,962 shares 164,962 $46.8M 0.13% -19,514 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: 943,195 shares; 2024Q4: 1,175,006 shares; 2025Q1: 953,920 shares; 2025Q2: 1,182,696 shares; 2025Q3: 1,305,776 shares; 2025Q4: 1,211,818 shares; 2026Q1: 924,343 shares 924,343 $46.8M 0.13% -287,475 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: 165,628 shares; 2024Q4: 171,485 shares; 2025Q1: 184,355 shares; 2025Q2: 200,840 shares; 2025Q3: 209,012 shares; 2025Q4: 225,305 shares; 2026Q1: 191,142 shares 191,142 $46.3M 0.13% -34,163 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: 556,344 shares; 2024Q4: 493,383 shares; 2025Q1: 502,573 shares; 2025Q2: 332,019 shares; 2025Q3: 345,904 shares; 2025Q4: 412,767 shares; 2026Q1: 380,197 shares 380,197 $45.7M 0.13% -32,570 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: 511,086 shares; 2024Q4: 525,283 shares; 2025Q1: 534,688 shares; 2025Q2: 563,824 shares; 2025Q3: 522,676 shares; 2025Q4: 573,800 shares; 2026Q1: 437,353 shares 437,353 $44.9M 0.12% -136,447 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: 118,290 shares; 2024Q4: 122,403 shares; 2025Q1: 134,218 shares; 2025Q2: 139,616 shares; 2025Q3: 142,962 shares; 2025Q4: 161,996 shares; 2026Q1: 143,347 shares 143,347 $44.6M 0.12% -18,649 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: 226,079 shares; 2024Q4: 250,685 shares; 2025Q1: 245,219 shares; 2025Q2: 243,771 shares; 2025Q3: 231,072 shares; 2025Q4: 242,520 shares; 2026Q1: 241,730 shares 241,730 $44.5M 0.12% -790 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: 17,708 shares; 2024Q4: 23,351 shares; 2025Q1: 41,393 shares; 2025Q2: 62,050 shares; 2025Q3: 107,485 shares; 2025Q4: 159,825 shares; 2026Q1: 149,071 shares 149,071 $44M 0.12% -10,754 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 554,997 shares; 2024Q4: 576,976 shares; 2025Q1: 613,087 shares; 2025Q2: 555,064 shares; 2025Q3: 555,558 shares; 2025Q4: 610,578 shares; 2026Q1: 570,080 shares 570,080 $44M 0.12% -40,498 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: 55,988 shares; 2024Q4: 56,190 shares; 2025Q1: 60,351 shares; 2025Q2: 59,887 shares; 2025Q3: 55,959 shares; 2025Q4: 58,225 shares; 2026Q1: 309,025 shares 309,025 $43.9M 0.12% +250,800 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: 24,430 shares; 2024Q4: 25,189 shares; 2025Q1: 52,481 shares; 2025Q2: 55,757 shares; 2025Q3: 54,241 shares; 2025Q4: 61,704 shares; 2026Q1: 48,832 shares 48,832 $43.7M 0.12% -12,872 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: 154,793 shares; 2024Q4: 170,816 shares; 2025Q1: 187,455 shares; 2025Q2: 207,727 shares; 2025Q3: 219,176 shares; 2025Q4: 276,694 shares; 2026Q1: 232,138 shares 232,138 $43.3M 0.12% -44,556 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304,809 shares; 2024Q4: 336,594 shares; 2025Q1: 347,444 shares; 2025Q2: 436,045 shares; 2025Q3: 490,980 shares; 2025Q4: 496,197 shares; 2026Q1: 487,543 shares 487,543 $42.2M 0.12% -8,654 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336,677 shares; 2024Q4: 286,845 shares; 2025Q1: 303,568 shares; 2025Q2: 327,360 shares; 2025Q3: 324,358 shares; 2025Q4: 307,257 shares; 2026Q1: 304,658 shares 304,658 $41.3M 0.11% -2,599 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 403,735 shares; 2024Q4: 592,611 shares; 2025Q1: 694,421 shares; 2025Q2: 1,044,671 shares; 2025Q3: 1,120,502 shares; 2025Q4: 1,329,947 shares; 2026Q1: 1,570,255 shares 1,570,255 $41.2M 0.11% +240,308 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: 1,049,205 shares; 2024Q4: 1,121,087 shares; 2025Q1: 1,009,574 shares; 2025Q2: 844,108 shares; 2025Q3: 878,613 shares; 2025Q4: 977,185 shares; 2026Q1: 824,157 shares 824,157 $41.1M 0.11% -153,028 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: 167,149 shares; 2024Q4: 172,848 shares; 2025Q1: 180,140 shares; 2025Q2: 185,268 shares; 2025Q3: 180,007 shares; 2025Q4: 182,965 shares; 2026Q1: 168,877 shares 168,877 $41M 0.11% -14,088 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: 231,939 shares; 2024Q4: 293,334 shares; 2025Q1: 254,602 shares; 2025Q2: 164,058 shares; 2025Q3: 274,852 shares; 2025Q4: 502,844 shares; 2026Q1: 374,334 shares 374,334 $40.8M 0.11% -128,510 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: 601,157 shares; 2024Q4: 690,387 shares; 2025Q1: 764,403 shares; 2025Q2: 791,812 shares; 2025Q3: 781,080 shares; 2025Q4: 862,918 shares; 2026Q1: 740,807 shares 740,807 $40.4M 0.11% -122,111 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: 107,854 shares; 2024Q4: 158,056 shares; 2025Q1: 185,973 shares; 2025Q2: 213,298 shares; 2025Q3: 244,364 shares; 2025Q4: 281,479 shares; 2026Q1: 291,889 shares 291,889 $40.4M 0.11% +10,410 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: 111,392 shares; 2024Q4: 114,306 shares; 2025Q1: 118,157 shares; 2025Q2: 127,398 shares; 2025Q3: 125,008 shares; 2025Q4: 134,061 shares; 2026Q1: 111,150 shares 111,150 $40.4M 0.11% -22,911 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,616 shares; 2024Q4: 11,183 shares; 2025Q1: 10,662 shares; 2025Q2: 10,779 shares; 2025Q3: 10,368 shares; 2025Q4: 10,271 shares; 2026Q1: 9,473 shares 9,473 $39.9M 0.11% -798 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 825,812 shares; 2024Q4: 850,386 shares; 2025Q1: 920,001 shares; 2025Q2: 886,278 shares; 2025Q3: 349,411 shares; 2025Q4: 349,623 shares; 2026Q1: 219,713 shares 219,713 $39.9M 0.11% -129,910 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,004 shares; 2024Q4: 157,000 shares; 2025Q1: 155,003 shares; 2025Q2: 151,479 shares; 2025Q3: 160,394 shares; 2025Q4: 161,397 shares; 2026Q1: 154,306 shares 154,306 $39.7M 0.11% -7,091 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: 383,024 shares; 2024Q4: 416,750 shares; 2025Q1: 646,718 shares; 2025Q2: 970,754 shares; 2025Q3: 638,041 shares; 2025Q4: 506,828 shares; 2026Q1: 355,048 shares 355,048 $39.4M 0.11% -151,780 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: 108,403 shares; 2024Q4: 96,083 shares; 2025Q1: 105,877 shares; 2025Q2: 109,178 shares; 2025Q3: 113,332 shares; 2025Q4: 133,023 shares; 2026Q1: 116,454 shares 116,454 $39.3M 0.11% -16,569 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: 403,315 shares; 2024Q4: 448,224 shares; 2025Q1: 517,777 shares; 2025Q2: 547,212 shares; 2025Q3: 553,429 shares; 2025Q4: 590,838 shares; 2026Q1: 492,844 shares 492,844 $39.2M 0.11% -97,994 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: 533,900 shares; 2024Q4: 530,324 shares; 2025Q1: 524,430 shares; 2025Q2: 523,669 shares; 2025Q3: 506,090 shares; 2025Q4: 488,837 shares; 2026Q1: 404,660 shares 404,660 $39M 0.11% -84,177 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: 74,970 shares; 2024Q4: 155,173 shares; 2025Q1: 168,295 shares; 2025Q2: 205,256 shares; 2025Q3: 231,999 shares; 2025Q4: 252,895 shares; 2026Q1: 243,204 shares 243,204 $39M 0.11% -9,691 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: 636,345 shares; 2024Q4: 577,984 shares; 2025Q1: 600,038 shares; 2025Q2: 587,427 shares; 2025Q3: 564,965 shares; 2025Q4: 518,405 shares; 2026Q1: 427,763 shares 427,763 $38.3M 0.11% -90,642 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: 230,599 shares; 2024Q4: 265,372 shares; 2025Q1: 242,949 shares; 2025Q2: 245,196 shares; 2025Q3: 204,984 shares; 2025Q4: 202,263 shares; 2026Q1: 173,964 shares 173,964 $37.8M 0.1% -28,299 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378,009 shares; 2024Q4: 360,760 shares; 2025Q1: 132,399 shares; 2025Q2: 229,056 shares; 2025Q3: 237,976 shares; 2025Q4: 521,244 shares; 2026Q1: 798,274 shares 798,274 $37.6M 0.1% +277,030 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 416,950 shares; 2024Q4: 632,146 shares; 2025Q1: 753,638 shares; 2025Q2: 893,794 shares; 2025Q3: 1,068,759 shares; 2025Q4: 1,245,814 shares; 2026Q1: 1,363,172 shares 1,363,172 $37.1M 0.1% +117,358 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: 232,088 shares; 2024Q4: 242,822 shares; 2025Q1: 275,067 shares; 2025Q2: 291,475 shares; 2025Q3: 289,719 shares; 2025Q4: 309,504 shares; 2026Q1: 278,977 shares 278,977 $36.8M 0.1% -30,527 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,326 shares; 2024Q4: 317,119 shares; 2025Q1: 453,615 shares; 2025Q2: 432,494 shares; 2025Q3: 631,985 shares; 2025Q4: 735,815 shares; 2026Q1: 740,872 shares 740,872 $36.7M 0.1% +5,057 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,916 shares; 2024Q4: 98,440 shares; 2025Q1: 289,976 shares; 2025Q2: 885,317 shares; 2025Q3: 965,471 shares; 2025Q4: 1,148,848 shares; 2026Q1: 1,073,358 shares 1,073,358 $36.2M 0.1% -75,490 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,924 shares; 2024Q4: 471,160 shares; 2025Q1: 566,110 shares; 2025Q2: 706,202 shares; 2025Q3: 837,490 shares; 2025Q4: 976,578 shares; 2026Q1: 1,049,905 shares 1,049,905 $36.1M 0.1% +73,327 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 734,915 shares; 2024Q4: 860,484 shares; 2025Q1: 1,145,877 shares; 2025Q2: 1,298,090 shares; 2025Q3: 1,662,479 shares; 2025Q4: 1,924,776 shares; 2026Q1: 1,808,289 shares 1,808,289 $35.5M 0.1% -116,487 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327,123 shares; 2024Q4: 382,765 shares; 2025Q1: 440,754 shares; 2025Q2: 606,454 shares; 2025Q3: 680,060 shares; 2025Q4: 788,836 shares; 2026Q1: 878,324 shares 878,324 $35.2M 0.1% +89,488 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: 129,201 shares; 2024Q4: 148,532 shares; 2025Q1: 169,849 shares; 2025Q2: 191,161 shares; 2025Q3: 216,969 shares; 2025Q4: 242,771 shares; 2026Q1: 229,593 shares 229,593 $35.1M 0.1% -13,178 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: 128,476 shares; 2024Q4: 133,027 shares; 2025Q1: 159,691 shares; 2025Q2: 187,822 shares; 2025Q3: 185,053 shares; 2025Q4: 247,737 shares; 2026Q1: 217,216 shares 217,216 $34.7M 0.1% -30,521 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306,620 shares; 2024Q4: 379,337 shares; 2025Q1: 368,857 shares; 2025Q2: 526,520 shares; 2025Q3: 520,549 shares; 2025Q4: 611,754 shares; 2026Q1: 625,954 shares 625,954 $34.6M 0.1% +14,200 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: 810,781 shares; 2024Q4: 816,765 shares; 2025Q1: 833,378 shares; 2025Q2: 858,314 shares; 2025Q3: 764,792 shares; 2025Q4: 767,801 shares; 2026Q1: 660,480 shares 660,480 $34.4M 0.1% -107,321 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375,900 shares; 2024Q4: 336,444 shares; 2025Q1: 317,429 shares; 2025Q2: 344,915 shares; 2025Q3: 343,554 shares; 2025Q4: 369,730 shares; 2026Q1: 309,732 shares 309,732 $34.2M 0.09% -59,998 Timeline REVS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,138,925 shares; 2026Q1: 1,192,696 shares 1,192,696 $34.1M 0.09% +53,771 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: 289,223 shares; 2024Q4: 284,907 shares; 2025Q1: 285,091 shares; 2025Q2: 273,944 shares; 2025Q3: 259,137 shares; 2025Q4: 285,316 shares; 2026Q1: 231,270 shares 231,270 $34M 0.09% -54,046 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: 1,450,633 shares; 2024Q4: 1,450,113 shares; 2025Q1: 1,368,320 shares; 2025Q2: 1,434,639 shares; 2025Q3: 956,811 shares; 2025Q4: 978,602 shares; 2026Q1: 875,494 shares 875,494 $34M 0.09% -103,108 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: 282,361 shares; 2024Q4: 199,356 shares; 2025Q1: 212,402 shares; 2025Q2: 235,774 shares; 2025Q3: 238,828 shares; 2025Q4: 246,275 shares; 2026Q1: 218,625 shares 218,625 $34M 0.09% -27,650 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: 646,650 shares; 2024Q4: 441,515 shares; 2025Q1: 536,275 shares; 2025Q2: 576,273 shares; 2025Q3: 501,996 shares; 2025Q4: 508,271 shares; 2026Q1: 365,834 shares 365,834 $33.9M 0.09% -142,437 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: 341,847 shares; 2024Q4: 353,593 shares; 2025Q1: 385,302 shares; 2025Q2: 392,334 shares; 2025Q3: 368,328 shares; 2025Q4: 386,267 shares; 2026Q1: 351,226 shares 351,226 $33.9M 0.09% -35,041 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: 318,280 shares; 2024Q4: 426,124 shares; 2025Q1: 473,043 shares; 2025Q2: 527,482 shares; 2025Q3: 550,508 shares; 2025Q4: 655,062 shares; 2026Q1: 665,439 shares 665,439 $33.8M 0.09% +10,377 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: 453,449 shares; 2024Q4: 492,747 shares; 2025Q1: 531,992 shares; 2025Q2: 429,066 shares; 2025Q3: 487,297 shares; 2025Q4: 505,068 shares; 2026Q1: 426,460 shares 426,460 $33.8M 0.09% -78,608 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,828 shares; 2024Q4: 55,889 shares; 2025Q1: 58,331 shares; 2025Q2: 61,374 shares; 2025Q3: 61,141 shares; 2025Q4: 330,751 shares; 2026Q1: 322,179 shares 322,179 $33.7M 0.09% -8,572 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: 303,343 shares; 2024Q4: 303,233 shares; 2025Q1: 267,073 shares; 2025Q2: 289,717 shares; 2025Q3: 305,384 shares; 2025Q4: 334,652 shares; 2026Q1: 299,518 shares 299,518 $33.3M 0.09% -35,134 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,633 shares; 2024Q4: 206,408 shares; 2025Q1: 149,312 shares; 2025Q2: 204,235 shares; 2025Q3: 206,517 shares; 2025Q4: 237,569 shares; 2026Q1: 202,545 shares 202,545 $33.3M 0.09% -35,024 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 599,755 shares; 2024Q4: 671,165 shares; 2025Q1: 738,735 shares; 2025Q2: 738,695 shares; 2025Q3: 386,553 shares; 2025Q4: 392,550 shares; 2026Q1: 353,420 shares 353,420 $33.1M 0.09% -39,130 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,517 shares; 2024Q4: 182,544 shares; 2025Q1: 167,773 shares; 2025Q2: 132,750 shares; 2025Q3: 111,981 shares; 2025Q4: 110,129 shares; 2026Q1: 89,900 shares 89,900 $33M 0.09% -20,229 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: 238,040 shares; 2025Q1: 287,026 shares; 2025Q2: 289,834 shares; 2025Q3: 264,979 shares; 2025Q4: 288,508 shares; 2026Q1: 266,882 shares 266,882 $32.8M 0.09% -21,626 Timeline FESM 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: 60,545 shares; 2024Q4: 61,460 shares; 2025Q1: 65,824 shares; 2025Q2: 82,636 shares; 2025Q3: 80,306 shares; 2025Q4: 855,479 shares; 2026Q1: 860,278 shares 860,278 $32.7M 0.09% +4,799 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: 276,610 shares; 2024Q4: 283,877 shares; 2025Q1: 322,877 shares; 2025Q2: 308,730 shares; 2025Q3: 297,369 shares; 2025Q4: 306,250 shares; 2026Q1: 251,234 shares 251,234 $32.4M 0.09% -55,016 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: 32,628 shares; 2024Q4: 34,907 shares; 2025Q1: 35,578 shares; 2025Q2: 197,936 shares; 2025Q3: 197,368 shares; 2025Q4: 211,190 shares; 2026Q1: 177,240 shares 177,240 $32.3M 0.09% -33,950 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: 287,576 shares; 2024Q4: 204,688 shares; 2025Q1: 269,807 shares; 2025Q2: 245,496 shares; 2025Q3: 274,585 shares; 2025Q4: 637,916 shares; 2026Q1: 703,946 shares 703,946 $32.3M 0.09% +66,030 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: 30,418 shares; 2024Q4: 30,528 shares; 2025Q1: 38,240 shares; 2025Q2: 43,199 shares; 2025Q3: 37,265 shares; 2025Q4: 38,639 shares; 2026Q1: 36,901 shares 36,901 $32.2M 0.09% -1,738 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: 664,031 shares; 2024Q4: 706,046 shares; 2025Q1: 776,851 shares; 2025Q2: 872,304 shares; 2025Q3: 844,644 shares; 2025Q4: 894,859 shares; 2026Q1: 659,336 shares 659,336 $32.1M 0.09% -235,523 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: 670,191 shares; 2024Q4: 702,051 shares; 2025Q1: 734,259 shares; 2025Q2: 816,647 shares; 2025Q3: 825,207 shares; 2025Q4: 848,806 shares; 2026Q1: 824,320 shares 824,320 $32.1M 0.09% -24,486 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329,080 shares; 2024Q4: 327,187 shares; 2025Q1: 333,587 shares; 2025Q2: 340,809 shares; 2025Q3: 335,685 shares; 2025Q4: 373,107 shares; 2026Q1: 348,003 shares 348,003 $32.1M 0.09% -25,104 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: 247,378 shares; 2024Q4: 255,485 shares; 2025Q1: 303,222 shares; 2025Q2: 339,646 shares; 2025Q3: 336,765 shares; 2025Q4: 365,461 shares; 2026Q1: 282,258 shares 282,258 $32M 0.09% -83,203 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,574 shares; 2024Q4: 381,033 shares; 2025Q1: 697,413 shares; 2025Q2: 491,835 shares; 2025Q3: 538,684 shares; 2025Q4: 595,273 shares; 2026Q1: 635,047 shares 635,047 $32M 0.09% +39,774 Timeline SPEM 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: 715,244 shares; 2024Q4: 757,157 shares; 2025Q1: 595,249 shares; 2025Q2: 642,999 shares; 2025Q3: 710,220 shares; 2025Q4: 722,140 shares; 2026Q1: 675,885 shares 675,885 $31.7M 0.09% -46,255 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,775 shares; 2024Q4: 189,064 shares; 2025Q1: 151,217 shares; 2025Q2: 220,413 shares; 2025Q3: 233,844 shares; 2025Q4: 257,237 shares; 2026Q1: 214,166 shares 214,166 $31.6M 0.09% -43,071 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,179 shares; 2024Q4: 141,332 shares; 2025Q1: 206,239 shares; 2025Q2: 225,119 shares; 2025Q3: 240,833 shares; 2025Q4: 258,025 shares; 2026Q1: 284,465 shares 284,465 $31.5M 0.09% +26,440 Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,273 shares; 2024Q4: 32,317 shares; 2025Q1: 17,067 shares; 2025Q2: 17,707 shares; 2025Q3: 20,269 shares; 2025Q4: 21,982 shares; 2026Q1: 1,072,044 shares 1,072,044 $31M 0.09% +1,050,062 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,049 shares; 2024Q4: 72,522 shares; 2025Q1: 83,048 shares; 2025Q2: 86,385 shares; 2025Q3: 94,632 shares; 2025Q4: 123,250 shares; 2026Q1: 189,273 shares 189,273 $31M 0.09% +66,023 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,387,138 shares; 2024Q4: 1,090,300 shares; 2025Q1: 1,329,258 shares; 2025Q2: 1,462,657 shares; 2025Q3: 1,638,863 shares; 2025Q4: 1,381,046 shares; 2026Q1: 1,102,413 shares 1,102,413 $31M 0.09% -278,633 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: 391,308 shares; 2024Q4: 411,552 shares; 2025Q1: 411,104 shares; 2025Q2: 439,369 shares; 2025Q3: 439,638 shares; 2025Q4: 475,926 shares; 2026Q1: 435,937 shares 435,937 $30.9M 0.09% -39,989 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 563,627 shares; 2024Q4: 628,011 shares; 2025Q1: 850,354 shares; 2025Q2: 1,003,941 shares; 2025Q3: 762,665 shares; 2025Q4: 1,253,832 shares; 2026Q1: 618,778 shares 618,778 $30.9M 0.09% -635,054 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: 362,895 shares; 2024Q4: 378,570 shares; 2025Q1: 426,635 shares; 2025Q2: 449,640 shares; 2025Q3: 469,256 shares; 2025Q4: 513,058 shares; 2026Q1: 465,169 shares 465,169 $30.7M 0.09% -47,889 Timeline SCHQ 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: 456,967 shares; 2024Q4: 216,127 shares; 2025Q1: 964,814 shares; 2025Q2: 816,205 shares; 2025Q3: 829,693 shares; 2025Q4: 1,645,892 shares; 2026Q1: 976,422 shares 976,422 $30.7M 0.09% -669,470 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: 251,100 shares; 2024Q4: 285,318 shares; 2025Q1: 317,790 shares; 2025Q2: 326,483 shares; 2025Q3: 338,600 shares; 2025Q4: 381,184 shares; 2026Q1: 352,552 shares 352,552 $30.5M 0.08% -28,632 Timeline FMDE 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: 40,021 shares; 2024Q4: 58,299 shares; 2025Q1: 134,831 shares; 2025Q2: 447,828 shares; 2025Q3: 630,114 shares; 2025Q4: 741,020 shares; 2026Q1: 845,581 shares 845,581 $30.4M 0.08% +104,561 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,099 shares; 2024Q4: 196,880 shares; 2025Q1: 197,563 shares; 2025Q2: 202,474 shares; 2025Q3: 246,060 shares; 2025Q4: 262,008 shares; 2026Q1: 262,068 shares 262,068 $30.3M 0.08% +60 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 437,308 shares; 2024Q4: 518,313 shares; 2025Q1: 595,147 shares; 2025Q2: 610,534 shares; 2025Q3: 319,061 shares; 2025Q4: 346,230 shares; 2026Q1: 275,151 shares 275,151 $30.2M 0.08% -71,079 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: 233,031 shares; 2024Q4: 286,596 shares; 2025Q1: 293,544 shares; 2025Q2: 290,591 shares; 2025Q3: 324,046 shares; 2025Q4: 346,142 shares; 2026Q1: 298,134 shares 298,134 $30M 0.08% -48,008 Timeline NLR 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: not reported; 2024Q4: 74,135 shares; 2025Q1: 83,840 shares; 2025Q2: 93,199 shares; 2025Q3: 142,596 shares; 2025Q4: 190,347 shares; 2026Q1: 224,852 shares 224,852 $29.9M 0.08% +34,505 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,900 shares; 2024Q4: 224,876 shares; 2025Q1: 234,118 shares; 2025Q2: 112,859 shares; 2025Q3: 1,105,863 shares; 2025Q4: 1,241,523 shares; 2026Q1: 1,173,594 shares 1,173,594 $29.7M 0.08% -67,929 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: 308,520 shares; 2024Q4: 325,882 shares; 2025Q1: 315,365 shares; 2025Q2: 335,130 shares; 2025Q3: 299,467 shares; 2025Q4: 323,627 shares; 2026Q1: 303,485 shares 303,485 $29.5M 0.08% -20,142 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286,817 shares; 2024Q4: 331,492 shares; 2025Q1: 428,043 shares; 2025Q2: 456,905 shares; 2025Q3: 471,935 shares; 2025Q4: 498,241 shares; 2026Q1: 459,978 shares 459,978 $29.4M 0.08% -38,263 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,147 shares; 2024Q4: 88,578 shares; 2025Q1: 19,398 shares; 2025Q2: 315,303 shares; 2025Q3: 465,137 shares; 2025Q4: 631,725 shares; 2026Q1: 628,489 shares 628,489 $29.2M 0.08% -3,236 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: 131,458 shares; 2024Q4: 127,699 shares; 2025Q1: 120,598 shares; 2025Q2: 119,708 shares; 2025Q3: 116,842 shares; 2025Q4: 120,958 shares; 2026Q1: 106,361 shares 106,361 $29M 0.08% -14,597 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: 224,839 shares; 2024Q4: 226,368 shares; 2025Q1: 230,474 shares; 2025Q2: 237,553 shares; 2025Q3: 173,484 shares; 2025Q4: 185,128 shares; 2026Q1: 158,624 shares 158,624 $28.9M 0.08% -26,504 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: 56,788 shares; 2024Q4: 55,975 shares; 2025Q1: 53,314 shares; 2025Q2: 54,389 shares; 2025Q3: 50,430 shares; 2025Q4: 63,276 shares; 2026Q1: 50,651 shares 50,651 $28.5M 0.08% -12,625 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 337,045 shares; 2024Q4: 363,570 shares; 2025Q1: 285,295 shares; 2025Q2: 353,070 shares; 2025Q3: 366,631 shares; 2025Q4: 410,861 shares; 2026Q1: 353,881 shares 353,881 $28.3M 0.08% -56,980 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: 81,343 shares; 2024Q4: 78,008 shares; 2025Q1: 78,346 shares; 2025Q2: 84,521 shares; 2025Q3: 92,815 shares; 2025Q4: 97,459 shares; 2026Q1: 93,468 shares 93,468 $28.3M 0.08% -3,991 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 376,696 shares; 2024Q4: 388,161 shares; 2025Q1: 593,358 shares; 2025Q2: 600,828 shares; 2025Q3: 426,194 shares; 2025Q4: 567,263 shares; 2026Q1: 564,091 shares 564,091 $28.2M 0.08% -3,172 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: 176,640 shares; 2024Q4: 176,046 shares; 2025Q1: 160,065 shares; 2025Q2: 370,591 shares; 2025Q3: 407,212 shares; 2025Q4: 522,669 shares; 2026Q1: 513,249 shares 513,249 $28.1M 0.08% -9,420 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,470 shares; 2024Q4: 675,339 shares; 2025Q1: 796,480 shares; 2025Q2: 832,273 shares; 2025Q3: 859,713 shares; 2025Q4: 1,065,707 shares; 2026Q1: 920,773 shares 920,773 $28.1M 0.08% -144,934 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 804,604 shares; 2024Q4: 902,894 shares; 2025Q1: 985,114 shares; 2025Q2: 1,005,152 shares; 2025Q3: 1,051,171 shares; 2025Q4: 1,110,461 shares; 2026Q1: 951,782 shares 951,782 $28.1M 0.08% -158,679 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: 392,131 shares; 2024Q4: 427,040 shares; 2025Q1: 381,335 shares; 2025Q2: 389,655 shares; 2025Q3: 362,190 shares; 2025Q4: 381,687 shares; 2026Q1: 341,978 shares 341,978 $28M 0.08% -39,709 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 167,058 shares; 2025Q2: 229,187 shares; 2025Q3: 720,645 shares; 2025Q4: 853,145 shares; 2026Q1: 946,539 shares 946,539 $27.8M 0.08% +93,394 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: 140,117 shares 140,117 $27.6M 0.08% new 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: 79,926 shares; 2025Q1: 97,517 shares; 2025Q2: 143,045 shares; 2025Q3: 200,228 shares; 2025Q4: 197,799 shares; 2026Q1: 128,955 shares 128,955 $27.6M 0.08% -68,844 Timeline RING 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: 10,670 shares; 2024Q4: 394,816 shares; 2025Q1: 409,322 shares; 2025Q2: 387,035 shares; 2025Q3: 361,415 shares; 2025Q4: 463,072 shares; 2026Q1: 347,752 shares 347,752 $27.5M 0.08% -115,320 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329,051 shares; 2024Q4: 351,278 shares; 2025Q1: 414,139 shares; 2025Q2: 460,627 shares; 2025Q3: 458,861 shares; 2025Q4: 495,167 shares; 2026Q1: 461,977 shares 461,977 $27.4M 0.08% -33,190 Timeline QLC 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: 132,392 shares; 2024Q4: 152,564 shares; 2025Q1: 165,521 shares; 2025Q2: 160,756 shares; 2025Q3: 178,467 shares; 2025Q4: 190,953 shares; 2026Q1: 349,405 shares 349,405 $27.3M 0.08% +158,452 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: 175,557 shares; 2024Q4: 238,509 shares; 2025Q1: 258,572 shares; 2025Q2: 265,160 shares; 2025Q3: 257,600 shares; 2025Q4: 276,189 shares; 2026Q1: 229,952 shares 229,952 $27.3M 0.08% -46,237 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,595 shares; 2025Q1: 288,099 shares; 2025Q2: 595,163 shares; 2025Q3: 662,765 shares; 2025Q4: 697,527 shares; 2026Q1: 746,186 shares 746,186 $27M 0.07% +48,659 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 619,983 shares; 2024Q4: 647,360 shares; 2025Q1: 935,525 shares; 2025Q2: 854,004 shares; 2025Q3: 380,135 shares; 2025Q4: 394,834 shares; 2026Q1: 584,919 shares 584,919 $27M 0.07% +190,085 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,448 shares; 2025Q3: 47,360 shares; 2025Q4: 67,643 shares; 2026Q1: 314,212 shares 314,212 $26.9M 0.07% +246,569 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: 133,101 shares; 2024Q4: 134,646 shares; 2025Q1: 136,391 shares; 2025Q2: 188,576 shares; 2025Q3: 145,349 shares; 2025Q4: 114,901 shares; 2026Q1: 99,276 shares 99,276 $26.9M 0.07% -15,625 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: 75,324 shares; 2024Q4: 78,612 shares; 2025Q1: 80,703 shares; 2025Q2: 83,731 shares; 2025Q3: 85,788 shares; 2025Q4: 92,804 shares; 2026Q1: 83,115 shares 83,115 $26.4M 0.07% -9,689 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: 168,277 shares; 2024Q4: 159,246 shares; 2025Q1: 169,905 shares; 2025Q2: 160,759 shares; 2025Q3: 163,722 shares; 2025Q4: 191,423 shares; 2026Q1: 221,022 shares 221,022 $26.2M 0.07% +29,599 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: 502,753 shares; 2024Q4: 245,686 shares; 2025Q1: 268,058 shares; 2025Q2: 282,002 shares; 2025Q3: 313,396 shares; 2025Q4: 373,404 shares; 2026Q1: 460,979 shares 460,979 $26.2M 0.07% +87,575 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,858 shares; 2024Q4: 320,369 shares; 2025Q1: 229,483 shares; 2025Q2: 50,538 shares; 2025Q3: 53,225 shares; 2025Q4: 304,490 shares; 2026Q1: 309,844 shares 309,844 $26.2M 0.07% +5,354 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,659 shares; 2024Q4: 32,255 shares; 2025Q1: 28,408 shares; 2025Q2: 32,387 shares; 2025Q3: 36,449 shares; 2025Q4: 38,450 shares; 2026Q1: 60,306 shares 60,306 $26.1M 0.07% +21,856 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: 62,982 shares; 2024Q4: 72,216 shares; 2025Q1: 72,791 shares; 2025Q2: 74,982 shares; 2025Q3: 74,190 shares; 2025Q4: 82,428 shares; 2026Q1: 75,106 shares 75,106 $25.8M 0.07% -7,322 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: 76,321 shares; 2024Q4: 140,072 shares; 2025Q1: 137,073 shares; 2025Q2: 216,762 shares; 2025Q3: 230,251 shares; 2025Q4: 273,371 shares; 2026Q1: 258,991 shares 258,991 $25.8M 0.07% -14,380 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,302 shares; 2024Q4: 23,622 shares; 2025Q1: 20,631 shares; 2025Q2: 18,589 shares; 2025Q3: 140,942 shares; 2025Q4: 148,031 shares; 2026Q1: 123,673 shares 123,673 $25.7M 0.07% -24,358 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: 109,686 shares; 2024Q4: 108,636 shares; 2025Q1: 112,260 shares; 2025Q2: 118,795 shares; 2025Q3: 119,542 shares; 2025Q4: 153,211 shares; 2026Q1: 123,403 shares 123,403 $25.7M 0.07% -29,808 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,131 shares; 2024Q4: 274,612 shares; 2025Q1: 277,110 shares; 2025Q2: 286,787 shares; 2025Q3: 268,483 shares; 2025Q4: 287,995 shares; 2026Q1: 249,807 shares 249,807 $25.5M 0.07% -38,188 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 659,064 shares; 2024Q4: 443,500 shares; 2025Q1: 567,525 shares; 2025Q2: 746,919 shares; 2025Q3: 750,669 shares; 2025Q4: 864,123 shares; 2026Q1: 557,260 shares 557,260 $25.1M 0.07% -306,863 Timeline BBUS 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: 131,476 shares; 2024Q4: 137,610 shares; 2025Q1: 164,638 shares; 2025Q2: 170,383 shares; 2025Q3: 189,673 shares; 2025Q4: 214,277 shares; 2026Q1: 212,653 shares 212,653 $24.9M 0.07% -1,624 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235,581 shares; 2024Q4: 262,860 shares; 2025Q1: 298,051 shares; 2025Q2: 306,942 shares; 2025Q3: 306,564 shares; 2025Q4: 325,765 shares; 2026Q1: 282,700 shares 282,700 $24.8M 0.07% -43,065 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,762 shares; 2024Q4: 173,708 shares; 2025Q1: 206,457 shares; 2025Q2: 230,323 shares; 2025Q3: 574,751 shares; 2025Q4: 645,689 shares; 2026Q1: 497,249 shares 497,249 $24.5M 0.07% -148,440 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: 221,483 shares; 2024Q4: 228,595 shares; 2025Q1: 232,157 shares; 2025Q2: 251,548 shares; 2025Q3: 265,050 shares; 2025Q4: 267,831 shares; 2026Q1: 255,607 shares 255,607 $24.4M 0.07% -12,224 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,467 shares; 2025Q1: 227,502 shares; 2025Q2: 331,178 shares; 2025Q3: 458,401 shares; 2025Q4: 585,118 shares; 2026Q1: 630,889 shares 630,889 $24.2M 0.07% +45,771 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,512 shares; 2024Q4: 78,281 shares; 2025Q1: 92,396 shares; 2025Q2: 125,472 shares; 2025Q3: 171,979 shares; 2025Q4: 431,975 shares; 2026Q1: 647,066 shares 647,066 $24.1M 0.07% +215,091 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: 190,689 shares; 2024Q4: 186,875 shares; 2025Q1: 208,466 shares; 2025Q2: 199,488 shares; 2025Q3: 195,894 shares; 2025Q4: 210,874 shares; 2026Q1: 172,550 shares 172,550 $24M 0.07% -38,324 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,595 shares; 2024Q4: 91,045 shares; 2025Q1: 99,042 shares; 2025Q2: 394,701 shares; 2025Q3: 424,271 shares; 2025Q4: 480,692 shares; 2026Q1: 481,143 shares 481,143 $24M 0.07% +451 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,839 shares; 2024Q4: 116,556 shares; 2025Q1: 406,676 shares; 2025Q2: 514,170 shares; 2025Q3: 587,639 shares; 2025Q4: 586,304 shares; 2026Q1: 525,779 shares 525,779 $23.2M 0.06% -60,525 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,378 shares; 2024Q4: 131,821 shares; 2025Q1: 133,840 shares; 2025Q2: 143,831 shares; 2025Q3: 272,815 shares; 2025Q4: 302,086 shares; 2026Q1: 227,482 shares 227,482 $23.2M 0.06% -74,604 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270,194 shares; 2024Q4: 277,029 shares; 2025Q1: 275,894 shares; 2025Q2: 278,609 shares; 2025Q3: 275,670 shares; 2025Q4: 284,868 shares; 2026Q1: 242,103 shares 242,103 $23.1M 0.06% -42,765 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: 27,282 shares; 2024Q4: 12,412 shares; 2025Q1: 16,424 shares; 2025Q2: 24,718 shares; 2025Q3: 61,264 shares; 2025Q4: 78,261 shares; 2026Q1: 85,314 shares 85,314 $23.1M 0.06% +7,053 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 392,404 shares; 2024Q4: 481,361 shares; 2025Q1: 711,795 shares; 2025Q2: 778,550 shares; 2025Q3: 902,299 shares; 2025Q4: 1,011,892 shares; 2026Q1: 1,126,660 shares 1,126,660 $23M 0.06% +114,768 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,396 shares; 2024Q4: 130,594 shares; 2025Q1: 137,013 shares; 2025Q2: 180,834 shares; 2025Q3: 171,675 shares; 2025Q4: 162,356 shares; 2026Q1: 134,525 shares 134,525 $22.9M 0.06% -27,831 Timeline VTC 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: 277,852 shares; 2024Q4: 161,164 shares; 2025Q1: 164,696 shares; 2025Q2: 269,456 shares; 2025Q3: 298,407 shares; 2025Q4: 314,927 shares; 2026Q1: 297,997 shares 297,997 $22.9M 0.06% -16,930 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,251 shares; 2024Q4: 61,425 shares; 2025Q1: 72,410 shares; 2025Q2: 104,351 shares; 2025Q3: 195,429 shares; 2025Q4: 288,270 shares; 2026Q1: 440,930 shares 440,930 $22.9M 0.06% +152,660 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: 315,684 shares; 2024Q4: 325,352 shares; 2025Q1: 196,896 shares; 2025Q2: 179,781 shares; 2025Q3: 182,468 shares; 2025Q4: 182,511 shares; 2026Q1: 161,406 shares 161,406 $22.8M 0.06% -21,105 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: 62,953 shares; 2024Q4: 63,181 shares; 2025Q1: 65,511 shares; 2025Q2: 59,563 shares; 2025Q3: 44,184 shares; 2025Q4: 47,973 shares; 2026Q1: 48,998 shares 48,998 $22.6M 0.06% +1,025 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: 824,750 shares; 2024Q4: 806,291 shares; 2025Q1: 482,348 shares; 2025Q2: 451,155 shares; 2025Q3: 384,358 shares; 2025Q4: 335,645 shares; 2026Q1: 260,167 shares 260,167 $22.6M 0.06% -75,478 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: 130,153 shares; 2024Q4: 134,211 shares; 2025Q1: 145,885 shares; 2025Q2: 165,095 shares; 2025Q3: 159,628 shares; 2025Q4: 163,708 shares; 2026Q1: 115,883 shares 115,883 $22.5M 0.06% -47,825 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: 192,611 shares; 2024Q4: 190,131 shares; 2025Q1: 195,277 shares; 2025Q2: 190,872 shares; 2025Q3: 150,423 shares; 2025Q4: 143,730 shares; 2026Q1: 108,244 shares 108,244 $22.3M 0.06% -35,486 Timeline SHLD 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: 124,438 shares; 2024Q4: 96,745 shares; 2025Q1: 92,410 shares; 2025Q2: 223,498 shares; 2025Q3: 203,461 shares; 2025Q4: 226,465 shares; 2026Q1: 314,089 shares 314,089 $22.3M 0.06% +87,624 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,049 shares; 2024Q4: 120,383 shares; 2025Q1: 189,829 shares; 2025Q2: 212,241 shares; 2025Q3: 283,745 shares; 2025Q4: 334,806 shares; 2026Q1: 263,071 shares 263,071 $22.2M 0.06% -71,735 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243,931 shares; 2024Q4: 249,516 shares; 2025Q1: 278,862 shares; 2025Q2: 243,804 shares; 2025Q3: 229,464 shares; 2025Q4: 218,048 shares; 2026Q1: 183,518 shares 183,518 $22.2M 0.06% -34,530 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: 71,157 shares; 2024Q4: 76,849 shares; 2025Q1: 133,926 shares; 2025Q2: 176,310 shares; 2025Q3: 186,490 shares; 2025Q4: 265,442 shares; 2026Q1: 235,182 shares 235,182 $22.2M 0.06% -30,260 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: 210,055 shares; 2024Q4: 192,763 shares; 2025Q1: 191,079 shares; 2025Q2: 218,416 shares; 2025Q3: 201,883 shares; 2025Q4: 215,845 shares; 2026Q1: 200,263 shares 200,263 $22.1M 0.06% -15,582 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,896 shares; 2024Q4: 116,709 shares; 2025Q1: 189,996 shares; 2025Q2: 203,386 shares; 2025Q3: 316,514 shares; 2025Q4: 287,668 shares; 2026Q1: 460,059 shares 460,059 $21.9M 0.06% +172,391 Timeline GARP ISHARES 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: 31,845 shares; 2025Q1: 33,774 shares; 2025Q2: 40,004 shares; 2025Q3: 55,646 shares; 2025Q4: 248,106 shares; 2026Q1: 341,459 shares 341,459 $21.8M 0.06% +93,353 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 557,555 shares; 2024Q4: 542,732 shares; 2025Q1: 528,886 shares; 2025Q2: 506,832 shares; 2025Q3: 494,649 shares; 2025Q4: 530,638 shares; 2026Q1: 463,017 shares 463,017 $21.7M 0.06% -67,621 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: 35,392 shares; 2024Q4: 38,491 shares; 2025Q1: 45,000 shares; 2025Q2: 47,249 shares; 2025Q3: 51,013 shares; 2025Q4: 55,527 shares; 2026Q1: 66,038 shares 66,038 $21.7M 0.06% +10,511 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,523 shares; 2024Q4: 68,900 shares; 2025Q1: 84,767 shares; 2025Q2: 65,264 shares; 2025Q3: 121,227 shares; 2025Q4: 140,957 shares; 2026Q1: 185,852 shares 185,852 $21.6M 0.06% +44,895 Timeline JNK 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: 139,792 shares; 2024Q4: 156,504 shares; 2025Q1: 177,457 shares; 2025Q2: 187,232 shares; 2025Q3: 204,715 shares; 2025Q4: 221,900 shares; 2026Q1: 225,768 shares 225,768 $21.6M 0.06% +3,868 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: 193,316 shares; 2024Q4: 201,801 shares; 2025Q1: 274,517 shares; 2025Q2: 306,037 shares; 2025Q3: 364,118 shares; 2025Q4: 375,978 shares; 2026Q1: 408,490 shares 408,490 $21.6M 0.06% +32,512 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: 67,606 shares; 2024Q4: 63,846 shares; 2025Q1: 60,194 shares; 2025Q2: 67,571 shares; 2025Q3: 62,773 shares; 2025Q4: 64,331 shares; 2026Q1: 54,129 shares 54,129 $21.5M 0.06% -10,202 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: 40,876 shares; 2024Q4: 41,800 shares; 2025Q1: 44,777 shares; 2025Q2: 45,590 shares; 2025Q3: 45,525 shares; 2025Q4: 43,504 shares; 2026Q1: 43,104 shares 43,104 $21.4M 0.06% -400 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,042 shares; 2024Q4: 92,301 shares; 2025Q1: 97,956 shares; 2025Q2: 112,335 shares; 2025Q3: 140,956 shares; 2025Q4: 150,872 shares; 2026Q1: 128,577 shares 128,577 $21.3M 0.06% -22,295 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,358 shares; 2024Q4: 127,379 shares; 2025Q1: 127,349 shares; 2025Q2: 181,317 shares; 2025Q3: 176,953 shares; 2025Q4: 191,618 shares; 2026Q1: 184,688 shares 184,688 $21.2M 0.06% -6,930 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,353 shares; 2024Q4: 206,709 shares; 2025Q1: 211,004 shares; 2025Q2: 211,254 shares; 2025Q3: 197,015 shares; 2025Q4: 153,275 shares; 2026Q1: 136,662 shares 136,662 $21.2M 0.06% -16,613 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: 117,884 shares; 2024Q4: 111,695 shares; 2025Q1: 120,981 shares; 2025Q2: 145,771 shares; 2025Q3: 174,580 shares; 2025Q4: 190,698 shares; 2026Q1: 167,398 shares 167,398 $21.2M 0.06% -23,300 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 511,784 shares; 2024Q4: 510,085 shares; 2025Q1: 512,718 shares; 2025Q2: 518,881 shares; 2025Q3: 503,677 shares; 2025Q4: 511,734 shares; 2026Q1: 447,558 shares 447,558 $21M 0.06% -64,176 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: 55,610 shares; 2024Q4: 55,026 shares; 2025Q1: 52,626 shares; 2025Q2: 46,697 shares; 2025Q3: 45,423 shares; 2025Q4: 45,879 shares; 2026Q1: 45,327 shares 45,327 $21M 0.06% -552 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: 74,066 shares; 2024Q4: 77,767 shares; 2025Q1: 80,366 shares; 2025Q2: 79,492 shares; 2025Q3: 85,734 shares; 2025Q4: 96,945 shares; 2026Q1: 91,179 shares 91,179 $21M 0.06% -5,766 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: 691,556 shares; 2024Q4: 702,029 shares; 2025Q1: 708,623 shares; 2025Q2: 721,944 shares; 2025Q3: 898,496 shares; 2025Q4: 886,265 shares; 2026Q1: 724,050 shares 724,050 $20.8M 0.06% -162,215 Timeline VCLT 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: 563,535 shares; 2024Q4: 600,962 shares; 2025Q1: 410,040 shares; 2025Q2: 387,173 shares; 2025Q3: 321,070 shares; 2025Q4: 344,801 shares; 2026Q1: 275,799 shares 275,799 $20.6M 0.06% -69,002 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,372 shares; 2024Q4: 71,918 shares; 2025Q1: 70,781 shares; 2025Q2: 69,735 shares; 2025Q3: 68,892 shares; 2025Q4: 72,689 shares; 2026Q1: 64,400 shares 64,400 $20.2M 0.06% -8,289 Timeline PFXF 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: 951,891 shares; 2024Q4: 1,069,869 shares; 2025Q1: 1,132,031 shares; 2025Q2: 1,187,758 shares; 2025Q3: 1,379,267 shares; 2025Q4: 1,471,878 shares; 2026Q1: 1,148,172 shares 1,148,172 $20.1M 0.06% -323,706 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: 67,951 shares; 2024Q4: 153,903 shares; 2025Q1: 168,475 shares; 2025Q2: 158,002 shares; 2025Q3: 157,286 shares; 2025Q4: 168,465 shares; 2026Q1: 166,330 shares 166,330 $20.1M 0.06% -2,135 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: 29,864 shares; 2024Q4: 26,777 shares; 2025Q1: 26,898 shares; 2025Q2: 25,747 shares; 2025Q3: 24,812 shares; 2025Q4: 27,254 shares; 2026Q1: 23,220 shares 23,220 $20.1M 0.06% -4,034 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 665,226 shares; 2024Q4: 660,755 shares; 2025Q1: 726,884 shares; 2025Q2: 814,832 shares; 2025Q3: 845,552 shares; 2025Q4: 777,421 shares; 2026Q1: 782,779 shares 782,779 $20.1M 0.06% +5,358 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,587 shares; 2024Q4: 182,189 shares; 2025Q1: 223,292 shares; 2025Q2: 202,643 shares; 2025Q3: 202,660 shares; 2025Q4: 203,633 shares; 2026Q1: 178,192 shares 178,192 $20M 0.06% -25,441 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: 159,068 shares; 2024Q4: 154,020 shares; 2025Q1: 161,878 shares; 2025Q2: 165,428 shares; 2025Q3: 163,004 shares; 2025Q4: 178,258 shares; 2026Q1: 176,462 shares 176,462 $20M 0.06% -1,796 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: 266,143 shares; 2024Q4: 299,457 shares; 2025Q1: 341,315 shares; 2025Q2: 344,556 shares; 2025Q3: 189,307 shares; 2025Q4: 267,974 shares; 2026Q1: 240,457 shares 240,457 $19.9M 0.06% -27,517 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445,457 shares; 2024Q4: 438,379 shares; 2025Q1: 460,053 shares; 2025Q2: 393,478 shares; 2025Q3: 363,652 shares; 2025Q4: 259,931 shares; 2026Q1: 214,444 shares 214,444 $19.9M 0.06% -45,487 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: 51,313 shares; 2024Q4: 44,954 shares; 2025Q1: 44,999 shares; 2025Q2: 31,189 shares; 2025Q3: 31,362 shares; 2025Q4: 35,111 shares; 2026Q1: 40,380 shares 40,380 $19.8M 0.06% +5,269 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: 16,154 shares; 2024Q4: 16,663 shares; 2025Q1: 30,736 shares; 2025Q2: 33,720 shares; 2025Q3: 33,462 shares; 2025Q4: 42,616 shares; 2026Q1: 36,665 shares 36,665 $19.7M 0.05% -5,951 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I 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: 597,389 shares; 2025Q3: 848,779 shares; 2025Q4: 894,771 shares; 2026Q1: 825,301 shares 825,301 $19.7M 0.05% -69,470 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,624 shares; 2024Q4: 65,110 shares; 2025Q1: 74,127 shares; 2025Q2: 83,941 shares; 2025Q3: 85,003 shares; 2025Q4: 103,107 shares; 2026Q1: 98,292 shares 98,292 $19.5M 0.05% -4,815 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 587,119 shares; 2024Q4: 714,392 shares; 2025Q1: 801,772 shares; 2025Q2: 756,648 shares; 2025Q3: 760,083 shares; 2025Q4: 851,219 shares; 2026Q1: 694,611 shares 694,611 $19.4M 0.05% -156,608 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: 72,000 shares; 2024Q4: 72,686 shares; 2025Q1: 74,019 shares; 2025Q2: 71,089 shares; 2025Q3: 66,499 shares; 2025Q4: 61,192 shares; 2026Q1: 66,877 shares 66,877 $19.4M 0.05% +5,685 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: 27,859 shares; 2024Q4: 27,569 shares; 2025Q1: 27,130 shares; 2025Q2: 24,918 shares; 2025Q3: 24,910 shares; 2025Q4: 27,304 shares; 2026Q1: 28,386 shares 28,386 $19.4M 0.05% +1,082 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: 361,377 shares; 2024Q4: 365,035 shares; 2025Q1: 348,643 shares; 2025Q2: 342,118 shares; 2025Q3: 345,623 shares; 2025Q4: 410,257 shares; 2026Q1: 329,736 shares 329,736 $19.3M 0.05% -80,521 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 468,786 shares; 2024Q4: 650,030 shares; 2025Q1: 578,681 shares; 2025Q2: 503,179 shares; 2025Q3: 533,147 shares; 2025Q4: 425,454 shares; 2026Q1: 380,460 shares 380,460 $19.3M 0.05% -44,994 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 346,311 shares; 2025Q2: 384,581 shares; 2025Q3: 379,433 shares; 2025Q4: 388,432 shares; 2026Q1: 429,595 shares 429,595 $19.2M 0.05% +41,163 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: 1,418 shares; 2025Q1: 1,241 shares; 2025Q2: 3,770 shares; 2025Q3: 1,130 shares; 2025Q4: 6,734 shares; 2026Q1: 17,850 shares 17,850 $19.1M 0.05% +11,116 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243,031 shares; 2024Q4: 253,265 shares; 2025Q1: 356,541 shares; 2025Q2: 362,234 shares; 2025Q3: 416,434 shares; 2025Q4: 836,203 shares; 2026Q1: 767,191 shares 767,191 $19M 0.05% -69,012 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: 250,947 shares; 2024Q4: 268,443 shares; 2025Q1: 257,142 shares; 2025Q2: 218,012 shares; 2025Q3: 202,455 shares; 2025Q4: 218,967 shares; 2026Q1: 194,212 shares 194,212 $18.8M 0.05% -24,755 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: 137,621 shares; 2024Q4: 140,299 shares; 2025Q1: 151,259 shares; 2025Q2: 157,141 shares; 2025Q3: 167,900 shares; 2025Q4: 175,639 shares; 2026Q1: 143,021 shares 143,021 $18.7M 0.05% -32,618 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: 430,690 shares; 2024Q4: 447,405 shares; 2025Q1: 485,458 shares; 2025Q2: 462,712 shares; 2025Q3: 641,120 shares; 2025Q4: 731,341 shares; 2026Q1: 559,003 shares 559,003 $18.7M 0.05% -172,338 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 191,372 shares; 2025Q2: 396,490 shares; 2025Q3: 448,779 shares; 2025Q4: 516,825 shares; 2026Q1: 565,565 shares 565,565 $18.7M 0.05% +48,740 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,897 shares; 2024Q4: 191,958 shares; 2025Q1: 351,675 shares; 2025Q2: 374,045 shares; 2025Q3: 404,583 shares; 2025Q4: 587,439 shares; 2026Q1: 477,840 shares 477,840 $18.6M 0.05% -109,599 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,672 shares; 2024Q4: 22,204 shares; 2025Q1: 20,257 shares; 2025Q2: 25,008 shares; 2025Q3: 236,146 shares; 2025Q4: 253,715 shares; 2026Q1: 224,825 shares 224,825 $18.6M 0.05% -28,890 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,829 shares; 2024Q4: 74,356 shares; 2025Q1: 82,999 shares; 2025Q2: 79,951 shares; 2025Q3: 76,400 shares; 2025Q4: 73,317 shares; 2026Q1: 63,426 shares 63,426 $18.6M 0.05% -9,891 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,129 shares; 2024Q4: 9,600 shares; 2025Q1: 128,621 shares; 2025Q2: 185,112 shares; 2025Q3: 298,758 shares; 2025Q4: 364,110 shares; 2026Q1: 584,465 shares 584,465 $18.5M 0.05% +220,355 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: 304,166 shares; 2024Q4: 244,758 shares; 2025Q1: 271,273 shares; 2025Q2: 380,247 shares; 2025Q3: 363,567 shares; 2025Q4: 469,568 shares; 2026Q1: 416,720 shares 416,720 $18.4M 0.05% -52,848 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: 48,124 shares; 2024Q4: 51,592 shares; 2025Q1: 54,035 shares; 2025Q2: 39,806 shares; 2025Q3: 51,467 shares; 2025Q4: 57,413 shares; 2026Q1: 64,780 shares 64,780 $18.4M 0.05% +7,367 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,286 shares; 2024Q4: 15,356 shares; 2025Q1: 61,316 shares; 2025Q2: 48,946 shares; 2025Q3: 51,328 shares; 2025Q4: 55,410 shares; 2026Q1: 72,133 shares 72,133 $18.3M 0.05% +16,723 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,430 shares; 2024Q4: 142,948 shares; 2025Q1: 166,628 shares; 2025Q2: 206,884 shares; 2025Q3: 248,182 shares; 2025Q4: 264,126 shares; 2026Q1: 197,153 shares 197,153 $18.3M 0.05% -66,973 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,411 shares; 2024Q4: 56,911 shares; 2025Q1: 58,084 shares; 2025Q2: 59,018 shares; 2025Q3: 60,695 shares; 2025Q4: 63,534 shares; 2026Q1: 58,192 shares 58,192 $18.2M 0.05% -5,342 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: 72,825 shares; 2024Q4: 70,915 shares; 2025Q1: 83,404 shares; 2025Q2: 77,275 shares; 2025Q3: 76,036 shares; 2025Q4: 95,857 shares; 2026Q1: 90,211 shares 90,211 $18M 0.05% -5,646 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: 104,301 shares; 2024Q4: 101,462 shares; 2025Q1: 150,359 shares; 2025Q2: 164,110 shares; 2025Q3: 176,513 shares; 2025Q4: 151,271 shares; 2026Q1: 165,244 shares 165,244 $17.9M 0.05% +13,973 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,978 shares; 2024Q4: 76,748 shares; 2025Q1: 73,644 shares; 2025Q2: 62,874 shares; 2025Q3: 62,928 shares; 2025Q4: 75,583 shares; 2026Q1: 64,246 shares 64,246 $17.9M 0.05% -11,337 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: 310,312 shares; 2024Q4: 412,644 shares; 2025Q1: 400,698 shares; 2025Q2: 439,792 shares; 2025Q3: 434,209 shares; 2025Q4: 459,432 shares; 2026Q1: 360,685 shares 360,685 $17.8M 0.05% -98,747 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: 33,518 shares; 2024Q4: 38,445 shares; 2025Q1: 59,381 shares; 2025Q2: 78,572 shares; 2025Q3: 75,257 shares; 2025Q4: 124,347 shares; 2026Q1: 108,143 shares 108,143 $17.7M 0.05% -16,204 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,827 shares; 2024Q4: 243,376 shares; 2025Q1: 234,892 shares; 2025Q2: 289,337 shares; 2025Q3: 281,367 shares; 2025Q4: 321,068 shares; 2026Q1: 283,088 shares 283,088 $17.7M 0.05% -37,980 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: 167,819 shares; 2024Q4: 195,107 shares; 2025Q1: 192,816 shares; 2025Q2: 199,129 shares; 2025Q3: 213,213 shares; 2025Q4: 215,246 shares; 2026Q1: 200,087 shares 200,087 $17.7M 0.05% -15,159 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: 183,857 shares; 2024Q4: 187,298 shares; 2025Q1: 177,608 shares; 2025Q2: 182,774 shares; 2025Q3: 175,907 shares; 2025Q4: 177,329 shares; 2026Q1: 81,354 shares 81,354 $17.6M 0.05% -95,975 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: 30,716 shares; 2024Q4: 38,803 shares; 2025Q1: 41,443 shares; 2025Q2: 57,510 shares; 2025Q3: 67,785 shares; 2025Q4: 88,339 shares; 2026Q1: 70,071 shares 70,071 $17.6M 0.05% -18,268 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: 154,266 shares; 2024Q4: 155,110 shares; 2025Q1: 175,013 shares; 2025Q2: 207,405 shares; 2025Q3: 249,087 shares; 2025Q4: 313,600 shares; 2026Q1: 298,703 shares 298,703 $17.6M 0.05% -14,897 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: 90,047 shares; 2024Q4: 126,039 shares; 2025Q1: 127,371 shares; 2025Q2: 136,023 shares; 2025Q3: 118,115 shares; 2025Q4: 103,133 shares; 2026Q1: 72,224 shares 72,224 $17.6M 0.05% -30,909 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,964 shares; 2024Q4: 245,271 shares; 2025Q1: 291,261 shares; 2025Q2: 273,676 shares; 2025Q3: 270,402 shares; 2025Q4: 350,105 shares; 2026Q1: 329,393 shares 329,393 $17.5M 0.05% -20,712 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: 175,082 shares; 2024Q4: 181,537 shares; 2025Q1: 146,927 shares; 2025Q2: 154,777 shares; 2025Q3: 169,166 shares; 2025Q4: 192,723 shares; 2026Q1: 206,061 shares 206,061 $17.5M 0.05% +13,338 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,437 shares; 2024Q4: 170,391 shares; 2025Q1: 170,305 shares; 2025Q2: 183,153 shares; 2025Q3: 170,532 shares; 2025Q4: 159,511 shares; 2026Q1: 135,306 shares 135,306 $17.3M 0.05% -24,205 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 659,035 shares; 2024Q4: 675,651 shares; 2025Q1: 703,906 shares; 2025Q2: 556,444 shares; 2025Q3: 422,301 shares; 2025Q4: 438,885 shares; 2026Q1: 339,335 shares 339,335 $17.3M 0.05% -99,550 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,497 shares; 2024Q4: 46,073 shares; 2025Q1: 72,707 shares; 2025Q2: 76,178 shares; 2025Q3: 76,623 shares; 2025Q4: 72,176 shares; 2026Q1: 74,995 shares 74,995 $17.3M 0.05% +2,819 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: 23,102 shares; 2024Q4: 13,407 shares; 2025Q1: 12,643 shares; 2025Q2: 15,933 shares; 2025Q3: 14,374 shares; 2025Q4: 13,566 shares; 2026Q1: 11,679 shares 11,679 $17.2M 0.05% -1,887 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,673 shares; 2024Q4: 56,330 shares; 2025Q1: 52,025 shares; 2025Q2: 56,034 shares; 2025Q3: 56,890 shares; 2025Q4: 63,802 shares; 2026Q1: 109,256 shares 109,256 $17.2M 0.05% +45,454 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: 61,789 shares; 2024Q4: 63,426 shares; 2025Q1: 63,371 shares; 2025Q2: 67,390 shares; 2025Q3: 67,112 shares; 2025Q4: 64,579 shares; 2026Q1: 43,624 shares 43,624 $17M 0.05% -20,955 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,680 shares; 2024Q4: 246,046 shares; 2025Q1: 256,542 shares; 2025Q2: 255,342 shares; 2025Q3: 251,330 shares; 2025Q4: 277,354 shares; 2026Q1: 247,401 shares 247,401 $17M 0.05% -29,953 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: 22,086 shares; 2024Q4: 34,074 shares; 2025Q1: 36,010 shares; 2025Q2: 33,194 shares; 2025Q3: 34,032 shares; 2025Q4: 35,824 shares; 2026Q1: 30,943 shares 30,943 $17M 0.05% -4,881 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,949 shares; 2024Q4: 75,003 shares; 2025Q1: 76,766 shares; 2025Q2: 81,099 shares; 2025Q3: 80,851 shares; 2025Q4: 83,615 shares; 2026Q1: 70,845 shares 70,845 $17M 0.05% -12,770 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,901 shares; 2024Q4: 64,972 shares; 2025Q1: 65,053 shares; 2025Q2: 67,355 shares; 2025Q3: 66,394 shares; 2025Q4: 114,683 shares; 2026Q1: 98,967 shares 98,967 $16.7M 0.05% -15,716 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: 147,261 shares; 2024Q4: 170,618 shares; 2025Q1: 186,093 shares; 2025Q2: 175,662 shares; 2025Q3: 162,674 shares; 2025Q4: 356,516 shares; 2026Q1: 333,950 shares 333,950 $16.7M 0.05% -22,566 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: 88,808 shares; 2024Q4: 107,648 shares; 2025Q1: 125,434 shares; 2025Q2: 133,424 shares; 2025Q3: 184,275 shares; 2025Q4: 268,056 shares; 2026Q1: 265,785 shares 265,785 $16.7M 0.05% -2,271 Timeline AVLV 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: 71,768 shares; 2024Q4: 68,725 shares; 2025Q1: 120,124 shares; 2025Q2: 144,540 shares; 2025Q3: 165,428 shares; 2025Q4: 177,561 shares; 2026Q1: 206,523 shares 206,523 $16.6M 0.05% +28,962 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 320,809 shares; 2026Q1: 291,190 shares 291,190 $16.6M 0.05% -29,619 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,628 shares; 2024Q4: 92,047 shares; 2025Q1: 177,900 shares; 2025Q2: 443,846 shares; 2025Q3: 470,145 shares; 2025Q4: 460,084 shares; 2026Q1: 371,511 shares 371,511 $16.6M 0.05% -88,573 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: 68,354 shares; 2024Q4: 73,270 shares; 2025Q1: 87,625 shares; 2025Q2: 73,288 shares; 2025Q3: 122,502 shares; 2025Q4: 138,176 shares; 2026Q1: 121,317 shares 121,317 $16.5M 0.05% -16,859 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: 41,163 shares; 2024Q4: 45,311 shares; 2025Q1: 49,838 shares; 2025Q2: 47,851 shares; 2025Q3: 48,074 shares; 2025Q4: 52,293 shares; 2026Q1: 47,699 shares 47,699 $16.5M 0.05% -4,594 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,044 shares; 2024Q4: 186,956 shares; 2025Q1: 191,315 shares; 2025Q2: 205,032 shares; 2025Q3: 396,088 shares; 2025Q4: 459,860 shares; 2026Q1: 352,072 shares 352,072 $16.4M 0.05% -107,788 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: 154,443 shares; 2024Q4: 158,260 shares; 2025Q1: 166,112 shares; 2025Q2: 181,184 shares; 2025Q3: 184,092 shares; 2025Q4: 193,412 shares; 2026Q1: 176,350 shares 176,350 $16.3M 0.05% -17,062 Timeline QDPL 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: 151,670 shares; 2024Q4: 208,997 shares; 2025Q1: 241,452 shares; 2025Q2: 347,295 shares; 2025Q3: 405,488 shares; 2025Q4: 469,816 shares; 2026Q1: 403,157 shares 403,157 $16.2M 0.04% -66,659 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: 62,739 shares; 2024Q4: 55,117 shares; 2025Q1: 63,759 shares; 2025Q2: 71,868 shares; 2025Q3: 78,594 shares; 2025Q4: 90,623 shares; 2026Q1: 86,528 shares 86,528 $16.1M 0.04% -4,095 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: 132,472 shares; 2024Q4: 130,981 shares; 2025Q1: 147,491 shares; 2025Q2: 163,096 shares; 2025Q3: 160,328 shares; 2025Q4: 134,154 shares; 2026Q1: 71,088 shares 71,088 $16.1M 0.04% -63,066 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,450 shares; 2024Q4: 87,852 shares; 2025Q1: 92,182 shares; 2025Q2: 64,077 shares; 2025Q3: 61,868 shares; 2025Q4: 62,429 shares; 2026Q1: 51,099 shares 51,099 $16.1M 0.04% -11,330 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360,538 shares; 2024Q4: 383,542 shares; 2025Q1: 388,274 shares; 2025Q2: 348,034 shares; 2025Q3: 429,832 shares; 2025Q4: 414,448 shares; 2026Q1: 355,749 shares 355,749 $16M 0.04% -58,699 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,548 shares; 2024Q4: 240,013 shares; 2025Q1: 245,738 shares; 2025Q2: 260,536 shares; 2025Q3: 266,172 shares; 2025Q4: 244,460 shares; 2026Q1: 247,020 shares 247,020 $16M 0.04% +2,560 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,472 shares; 2024Q4: 30,658 shares; 2025Q1: 33,189 shares; 2025Q2: 58,991 shares; 2025Q3: 64,073 shares; 2025Q4: 64,168 shares; 2026Q1: 77,380 shares 77,380 $16M 0.04% +13,212 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: 47,716 shares; 2024Q4: 50,971 shares; 2025Q1: 53,244 shares; 2025Q2: 57,598 shares; 2025Q3: 54,713 shares; 2025Q4: 52,300 shares; 2026Q1: 48,507 shares 48,507 $15.8M 0.04% -3,793 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: 144,456 shares; 2024Q4: 167,432 shares; 2025Q1: 198,062 shares; 2025Q2: 222,283 shares; 2025Q3: 266,498 shares; 2025Q4: 325,521 shares; 2026Q1: 312,861 shares 312,861 $15.7M 0.04% -12,660 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,020,375 shares; 2024Q4: 998,626 shares; 2025Q1: 954,397 shares; 2025Q2: 950,595 shares; 2025Q3: 567,011 shares; 2025Q4: 541,033 shares; 2026Q1: 349,901 shares 349,901 $15.7M 0.04% -191,132 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: 78,383 shares; 2024Q4: 72,143 shares; 2025Q1: 80,261 shares; 2025Q2: 71,750 shares; 2025Q3: 70,851 shares; 2025Q4: 73,828 shares; 2026Q1: 66,445 shares 66,445 $15.7M 0.04% -7,383 Timeline PTLC 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: 395,027 shares; 2024Q4: 423,219 shares; 2025Q1: 607,969 shares; 2025Q2: 414,161 shares; 2025Q3: 349,727 shares; 2025Q4: 394,977 shares; 2026Q1: 299,259 shares 299,259 $15.7M 0.04% -95,718 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,257 shares; 2024Q4: 28,094 shares; 2025Q1: 29,075 shares; 2025Q2: 32,038 shares; 2025Q3: 31,965 shares; 2025Q4: 39,651 shares; 2026Q1: 38,465 shares 38,465 $15.7M 0.04% -1,186 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325,067 shares; 2024Q4: 328,740 shares; 2025Q1: 346,791 shares; 2025Q2: 346,006 shares; 2025Q3: 337,594 shares; 2025Q4: 349,639 shares; 2026Q1: 288,162 shares 288,162 $15.6M 0.04% -61,477 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,126 shares; 2024Q4: 486,229 shares; 2025Q1: 606,232 shares; 2025Q2: 679,026 shares; 2025Q3: 751,377 shares; 2025Q4: 848,796 shares; 2026Q1: 833,754 shares 833,754 $15.6M 0.04% -15,042 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,368 shares; 2024Q4: 247,249 shares; 2025Q1: 282,120 shares; 2025Q2: 362,775 shares; 2025Q3: 353,212 shares; 2025Q4: 417,682 shares; 2026Q1: 439,764 shares 439,764 $15.5M 0.04% +22,082 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 182,513 shares; 2026Q1: 169,710 shares 169,710 $15.4M 0.04% -12,803 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: 179,156 shares; 2024Q4: 434,840 shares; 2025Q1: 429,538 shares; 2025Q2: 319,903 shares; 2025Q3: 337,570 shares; 2025Q4: 455,534 shares; 2026Q1: 364,727 shares 364,727 $15.4M 0.04% -90,807 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321,426 shares; 2024Q4: 407,148 shares; 2025Q1: 434,225 shares; 2025Q2: 349,325 shares; 2025Q3: 411,315 shares; 2025Q4: 458,830 shares; 2026Q1: 435,945 shares 435,945 $15.4M 0.04% -22,885 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: 13,872 shares; 2024Q4: 27,950 shares; 2025Q1: 19,082 shares; 2025Q2: 205,122 shares; 2025Q3: 203,399 shares; 2025Q4: 263,080 shares; 2026Q1: 386,363 shares 386,363 $15.3M 0.04% +123,283 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: 91,019 shares; 2024Q4: 122,063 shares; 2025Q1: 135,032 shares; 2025Q2: 144,461 shares; 2025Q3: 111,621 shares; 2025Q4: 115,356 shares; 2026Q1: 104,802 shares 104,802 $15.2M 0.04% -10,554 Timeline EEMS 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: 153,499 shares; 2024Q4: 161,246 shares; 2025Q1: 171,885 shares; 2025Q2: 181,731 shares; 2025Q3: 188,662 shares; 2025Q4: 193,623 shares; 2026Q1: 219,316 shares 219,316 $15.2M 0.04% +25,693 Timeline NBOS NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473,461 shares; 2024Q4: 514,952 shares; 2025Q1: 583,682 shares; 2025Q2: 577,780 shares; 2025Q3: 596,028 shares; 2025Q4: 615,147 shares; 2026Q1: 567,214 shares 567,214 $15.2M 0.04% -47,933 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: 95,543 shares; 2024Q4: 333,983 shares; 2025Q1: 346,872 shares; 2025Q2: 402,617 shares; 2025Q3: 355,825 shares; 2025Q4: 446,026 shares; 2026Q1: 544,387 shares 544,387 $15.2M 0.04% +98,361 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: 120,463 shares; 2024Q4: 86,746 shares; 2025Q1: 117,713 shares; 2025Q2: 272,321 shares; 2025Q3: 262,433 shares; 2025Q4: 134,148 shares; 2026Q1: 146,143 shares 146,143 $15.1M 0.04% +11,995 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: 563,561 shares; 2024Q4: 632,049 shares; 2025Q1: 561,316 shares; 2025Q2: 586,602 shares; 2025Q3: 599,314 shares; 2025Q4: 564,909 shares; 2026Q1: 496,990 shares 496,990 $15.1M 0.04% -67,919 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,762 shares; 2024Q4: 88,151 shares; 2025Q1: 92,948 shares; 2025Q2: 95,169 shares; 2025Q3: 108,263 shares; 2025Q4: 111,412 shares; 2026Q1: 95,643 shares 95,643 $15M 0.04% -15,769 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,008 shares; 2024Q4: 286,861 shares; 2025Q1: 349,789 shares; 2025Q2: 376,509 shares; 2025Q3: 415,761 shares; 2025Q4: 355,714 shares; 2026Q1: 300,207 shares 300,207 $15M 0.04% -55,507 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: 58,649 shares; 2024Q4: 62,175 shares; 2025Q1: 302,963 shares; 2025Q2: 462,730 shares; 2025Q3: 808,214 shares; 2025Q4: 900,318 shares; 2026Q1: 47,137 shares 47,137 $15M 0.04% -853,181 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,967 shares; 2024Q4: 273,630 shares; 2025Q1: 253,378 shares; 2025Q2: 251,055 shares; 2025Q3: 231,021 shares; 2025Q4: 240,261 shares; 2026Q1: 135,693 shares 135,693 $15M 0.04% -104,568 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: 48,077 shares; 2024Q4: 36,219 shares; 2025Q1: 41,055 shares; 2025Q2: 36,607 shares; 2025Q3: 34,231 shares; 2025Q4: 38,004 shares; 2026Q1: 33,419 shares 33,419 $14.9M 0.04% -4,585 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: 23,343 shares; 2024Q4: 22,284 shares; 2025Q1: 31,367 shares; 2025Q2: 35,836 shares; 2025Q3: 41,535 shares; 2025Q4: 66,889 shares; 2026Q1: 70,273 shares 70,273 $14.8M 0.04% +3,384 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: 3,626 shares; 2024Q4: 13,417 shares; 2025Q1: 81,889 shares; 2025Q2: 152,886 shares; 2025Q3: 155,355 shares; 2025Q4: 162,800 shares; 2026Q1: 174,134 shares 174,134 $14.8M 0.04% +11,334 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,265 shares; 2024Q4: 246,647 shares; 2025Q1: 270,803 shares; 2025Q2: 395,118 shares; 2025Q3: 497,901 shares; 2025Q4: 558,822 shares; 2026Q1: 239,643 shares 239,643 $14.7M 0.04% -319,179 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,443 shares; 2024Q4: 84,394 shares; 2025Q1: 91,367 shares; 2025Q2: 213,684 shares; 2025Q3: 225,247 shares; 2025Q4: 250,789 shares; 2026Q1: 249,561 shares 249,561 $14.6M 0.04% -1,228 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,650 shares; 2024Q4: 17,621 shares; 2025Q1: 19,537 shares; 2025Q2: 78,412 shares; 2025Q3: 140,209 shares; 2025Q4: 138,215 shares; 2026Q1: 122,883 shares 122,883 $14.6M 0.04% -15,332 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,343 shares; 2024Q4: 279,512 shares; 2025Q1: 288,837 shares; 2025Q2: 364,328 shares; 2025Q3: 360,413 shares; 2025Q4: 355,454 shares; 2026Q1: 295,827 shares 295,827 $14.5M 0.04% -59,627 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277,571 shares; 2024Q4: 260,620 shares; 2025Q1: 263,716 shares; 2025Q2: 259,660 shares; 2025Q3: 231,155 shares; 2025Q4: 253,028 shares; 2026Q1: 203,969 shares 203,969 $14.3M 0.04% -49,059 Timeline EDV 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: 262,567 shares; 2024Q4: 235,831 shares; 2025Q1: 250,082 shares; 2025Q2: 201,283 shares; 2025Q3: 247,387 shares; 2025Q4: 258,869 shares; 2026Q1: 220,118 shares 220,118 $14.3M 0.04% -38,751 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 443,107 shares; 2024Q4: 397,361 shares; 2025Q1: 490,555 shares; 2025Q2: 562,910 shares; 2025Q3: 541,060 shares; 2025Q4: 562,298 shares; 2026Q1: 352,356 shares 352,356 $14.3M 0.04% -209,942 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 444,917 shares; 2024Q4: 603,398 shares; 2025Q1: 637,407 shares; 2025Q2: 658,797 shares; 2025Q3: 683,833 shares; 2025Q4: 701,934 shares; 2026Q1: 700,061 shares 700,061 $14.3M 0.04% -1,873 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: 166,033 shares; 2024Q4: 148,428 shares; 2025Q1: 142,174 shares; 2025Q2: 190,130 shares; 2025Q3: 174,216 shares; 2025Q4: 190,982 shares; 2026Q1: 155,175 shares 155,175 $14.2M 0.04% -35,807 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: 66,100 shares; 2024Q4: 75,412 shares; 2025Q1: 73,680 shares; 2025Q2: 177,089 shares; 2025Q3: 162,014 shares; 2025Q4: 138,928 shares; 2026Q1: 112,163 shares 112,163 $14.2M 0.04% -26,765 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,134 shares; 2024Q4: 144,825 shares; 2025Q1: 146,181 shares; 2025Q2: 188,036 shares; 2025Q3: 186,278 shares; 2025Q4: 231,939 shares; 2026Q1: 195,374 shares 195,374 $14.2M 0.04% -36,565 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,654 shares; 2024Q4: 261,222 shares; 2025Q1: 249,782 shares; 2025Q2: 301,529 shares; 2025Q3: 316,401 shares; 2025Q4: 348,217 shares; 2026Q1: 290,530 shares 290,530 $14M 0.04% -57,687 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: 10,954 shares; 2024Q4: 12,501 shares; 2025Q1: 11,621 shares; 2025Q2: 12,927 shares; 2025Q3: 14,323 shares; 2025Q4: 17,664 shares; 2026Q1: 19,219 shares 19,219 $14M 0.04% +1,555 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,850 shares; 2024Q4: 160,900 shares; 2025Q1: 109,812 shares; 2025Q2: 124,603 shares; 2025Q3: 148,417 shares; 2025Q4: 161,446 shares; 2026Q1: 169,839 shares 169,839 $14M 0.04% +8,393 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: 35,467 shares; 2024Q4: 38,323 shares; 2025Q1: 43,260 shares; 2025Q2: 44,486 shares; 2025Q3: 43,908 shares; 2025Q4: 63,502 shares; 2026Q1: 70,798 shares 70,798 $14M 0.04% +7,296 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: not reported; 2024Q4: not reported; 2025Q1: 10,514 shares; 2025Q2: 24,934 shares; 2025Q3: 34,376 shares; 2025Q4: 748,674 shares; 2026Q1: 707,822 shares 707,822 $14M 0.04% -40,852 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,671 shares; 2024Q4: 144,500 shares; 2025Q1: 153,708 shares; 2025Q2: 160,734 shares; 2025Q3: 161,448 shares; 2025Q4: 169,305 shares; 2026Q1: 141,498 shares 141,498 $13.8M 0.04% -27,807 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: 132,841 shares; 2024Q4: 135,197 shares; 2025Q1: 149,985 shares; 2025Q2: 152,494 shares; 2025Q3: 66,607 shares; 2025Q4: 77,191 shares; 2026Q1: 69,689 shares 69,689 $13.8M 0.04% -7,502 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,395 shares; 2024Q4: 57,941 shares; 2025Q1: 77,649 shares; 2025Q2: 81,529 shares; 2025Q3: 84,639 shares; 2025Q4: 90,046 shares; 2026Q1: 138,294 shares 138,294 $13.8M 0.04% +48,248 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: 59,815 shares; 2024Q4: 59,370 shares; 2025Q1: 67,617 shares; 2025Q2: 71,929 shares; 2025Q3: 57,208 shares; 2025Q4: 61,064 shares; 2026Q1: 49,817 shares 49,817 $13.7M 0.04% -11,247 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: 515,732 shares; 2024Q4: 534,116 shares; 2025Q1: 548,767 shares; 2025Q2: 507,317 shares; 2025Q3: 460,478 shares; 2025Q4: 411,093 shares; 2026Q1: 333,654 shares 333,654 $13.7M 0.04% -77,439 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: 454,247 shares; 2024Q4: 418,774 shares; 2025Q1: 438,703 shares; 2025Q2: 459,429 shares; 2025Q3: 170,237 shares; 2025Q4: 110,398 shares; 2026Q1: 94,163 shares 94,163 $13.6M 0.04% -16,235 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: 12,108 shares; 2024Q4: 11,037 shares; 2025Q1: 13,958 shares; 2025Q2: 13,230 shares; 2025Q3: 14,595 shares; 2025Q4: 17,692 shares; 2026Q1: 18,470 shares 18,470 $13.6M 0.04% +778 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: 71,389 shares; 2024Q4: 86,197 shares; 2025Q1: 137,824 shares; 2025Q2: 154,071 shares; 2025Q3: 176,052 shares; 2025Q4: 119,924 shares; 2026Q1: 204,743 shares 204,743 $13.6M 0.04% +84,819 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: 34,939 shares; 2024Q4: 40,646 shares; 2025Q1: 33,679 shares; 2025Q2: 86,631 shares; 2025Q3: 85,892 shares; 2025Q4: 94,915 shares; 2026Q1: 89,086 shares 89,086 $13.5M 0.04% -5,829 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,806 shares; 2024Q4: 150,890 shares; 2025Q1: 173,637 shares; 2025Q2: 200,907 shares; 2025Q3: 232,955 shares; 2025Q4: 280,560 shares; 2026Q1: 285,809 shares 285,809 $13.4M 0.04% +5,249 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: 133,737 shares; 2024Q4: 132,352 shares; 2025Q1: 148,700 shares; 2025Q2: 156,779 shares; 2025Q3: 141,275 shares; 2025Q4: 161,805 shares; 2026Q1: 149,913 shares 149,913 $13.3M 0.04% -11,892 Timeline BIDD BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 884,224 shares; 2025Q1: 872,837 shares; 2025Q2: 645,345 shares; 2025Q3: 650,694 shares; 2025Q4: 547,345 shares; 2026Q1: 467,005 shares 467,005 $13.3M 0.04% -80,340 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,960 shares; 2024Q4: 121,941 shares; 2025Q1: 117,325 shares; 2025Q2: 124,660 shares; 2025Q3: 128,633 shares; 2025Q4: 141,865 shares; 2026Q1: 131,377 shares 131,377 $13.2M 0.04% -10,488 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 137,903 shares; 2026Q1: 147,813 shares 147,813 $13.2M 0.04% +9,910 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100,874 shares; 2025Q1: 114,723 shares; 2025Q2: 164,441 shares; 2025Q3: 182,189 shares; 2025Q4: 116,433 shares; 2026Q1: 435,211 shares 435,211 $13.2M 0.04% +318,778 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: 5,315 shares; 2024Q4: 7,533 shares; 2025Q1: 8,346 shares; 2025Q2: 15,379 shares; 2025Q3: 18,849 shares; 2025Q4: 19,878 shares; 2026Q1: 17,009 shares 17,009 $13.1M 0.04% -2,869 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: 58,339 shares; 2024Q4: 66,634 shares; 2025Q1: 78,008 shares; 2025Q2: 92,004 shares; 2025Q3: 79,707 shares; 2025Q4: 73,455 shares; 2026Q1: 44,455 shares 44,455 $13.1M 0.04% -29,000 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,307 shares; 2024Q4: 198,733 shares; 2025Q1: 172,909 shares; 2025Q2: 170,767 shares; 2025Q3: 138,681 shares; 2025Q4: 156,317 shares; 2026Q1: 110,420 shares 110,420 $13.1M 0.04% -45,897 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: 313,688 shares; 2024Q4: 362,028 shares; 2025Q1: 357,105 shares; 2025Q2: 252,361 shares; 2025Q3: 258,643 shares; 2025Q4: 184,631 shares; 2026Q1: 215,859 shares 215,859 $13.1M 0.04% +31,228 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,536 shares; 2024Q4: 241,401 shares; 2025Q1: 258,306 shares; 2025Q2: 266,975 shares; 2025Q3: 268,196 shares; 2025Q4: 297,360 shares; 2026Q1: 271,501 shares 271,501 $13.1M 0.04% -25,859 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,832 shares; 2024Q4: 32,190 shares; 2025Q1: 43,794 shares; 2025Q2: 48,710 shares; 2025Q3: 59,154 shares; 2025Q4: 83,682 shares; 2026Q1: 104,222 shares 104,222 $13M 0.04% +20,540 Timeline PSFF 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: 729,402 shares; 2024Q4: 737,315 shares; 2025Q1: 742,588 shares; 2025Q2: 471,690 shares; 2025Q3: 454,774 shares; 2025Q4: 498,941 shares; 2026Q1: 404,537 shares 404,537 $13M 0.04% -94,404 Timeline BKLN 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: 379,631 shares; 2024Q4: 992,172 shares; 2025Q1: 833,038 shares; 2025Q2: 941,210 shares; 2025Q3: 1,003,148 shares; 2025Q4: 1,135,984 shares; 2026Q1: 629,132 shares 629,132 $12.8M 0.04% -506,852 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,678 shares; 2024Q4: 46,318 shares; 2025Q1: 76,101 shares; 2025Q2: 143,877 shares; 2025Q3: 300,102 shares; 2025Q4: 265,044 shares; 2026Q1: 256,470 shares 256,470 $12.8M 0.04% -8,574 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: 126,821 shares; 2024Q4: 149,983 shares; 2025Q1: 120,949 shares; 2025Q2: 137,575 shares; 2025Q3: 137,131 shares; 2025Q4: 144,995 shares; 2026Q1: 137,089 shares 137,089 $12.7M 0.04% -7,906 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 615,479 shares; 2024Q4: 611,071 shares; 2025Q1: 663,731 shares; 2025Q2: 348,370 shares; 2025Q3: 182,940 shares; 2025Q4: 185,451 shares; 2026Q1: 123,041 shares 123,041 $12.7M 0.04% -62,410 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 630,423 shares; 2024Q4: 680,637 shares; 2025Q1: 310,108 shares; 2025Q2: 310,810 shares; 2025Q3: 298,430 shares; 2025Q4: 226,384 shares; 2026Q1: 222,318 shares 222,318 $12.7M 0.04% -4,066 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: 278,591 shares; 2024Q4: 281,501 shares; 2025Q1: 288,122 shares; 2025Q2: 291,525 shares; 2025Q3: 291,402 shares; 2025Q4: 325,231 shares; 2026Q1: 276,618 shares 276,618 $12.7M 0.04% -48,613 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: 19,283 shares; 2024Q4: 16,324 shares; 2025Q1: 15,233 shares; 2025Q2: 23,017 shares; 2025Q3: 27,448 shares; 2025Q4: 37,781 shares; 2026Q1: 32,381 shares 32,381 $12.7M 0.04% -5,400 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,679 shares; 2024Q4: 82,069 shares; 2025Q1: 85,056 shares; 2025Q2: 295,645 shares; 2025Q3: 278,385 shares; 2025Q4: 282,533 shares; 2026Q1: 252,930 shares 252,930 $12.7M 0.04% -29,603 Timeline EMLC 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: 70,338 shares; 2024Q4: 67,315 shares; 2025Q1: 113,405 shares; 2025Q2: 127,204 shares; 2025Q3: 160,291 shares; 2025Q4: 346,403 shares; 2026Q1: 504,790 shares 504,790 $12.7M 0.04% +158,387 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: 26,949 shares; 2024Q4: 27,919 shares; 2025Q1: 27,065 shares; 2025Q2: 23,839 shares; 2025Q3: 23,475 shares; 2025Q4: 24,099 shares; 2026Q1: 20,434 shares 20,434 $12.6M 0.03% -3,665 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,812 shares; 2024Q4: 43,662 shares; 2025Q1: 50,390 shares; 2025Q2: 58,038 shares; 2025Q3: 69,799 shares; 2025Q4: 87,139 shares; 2026Q1: 83,292 shares 83,292 $12.6M 0.03% -3,847 Timeline APCB TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,609 shares; 2024Q4: 219,967 shares; 2025Q1: 232,592 shares; 2025Q2: 314,625 shares; 2025Q3: 345,499 shares; 2025Q4: 394,683 shares; 2026Q1: 419,046 shares 419,046 $12.3M 0.03% +24,363 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: 36,396 shares; 2024Q4: 39,904 shares; 2025Q1: 43,086 shares; 2025Q2: 42,638 shares; 2025Q3: 49,954 shares; 2025Q4: 44,601 shares; 2026Q1: 28,996 shares 28,996 $12.3M 0.03% -15,605 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,458 shares; 2024Q4: 44,824 shares; 2025Q1: 31,589 shares; 2025Q2: 241,007 shares; 2025Q3: 231,533 shares; 2025Q4: 294,385 shares; 2026Q1: 262,436 shares 262,436 $12.3M 0.03% -31,949 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: 2,043,491 shares; 2024Q4: 2,237,219 shares; 2025Q1: 1,839,414 shares; 2025Q2: 385,787 shares; 2025Q3: 192,566 shares; 2025Q4: 197,719 shares; 2026Q1: 155,080 shares 155,080 $12.2M 0.03% -42,639 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: 136,681 shares; 2024Q4: 118,852 shares; 2025Q1: 133,608 shares; 2025Q2: 123,808 shares; 2025Q3: 139,656 shares; 2025Q4: 134,406 shares; 2026Q1: 92,964 shares 92,964 $12.2M 0.03% -41,442 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,738 shares; 2024Q4: 45,268 shares; 2025Q1: 19,369 shares; 2025Q2: not reported; 2025Q3: 8,585 shares; 2025Q4: 392,031 shares; 2026Q1: 413,399 shares 413,399 $12.2M 0.03% +21,368 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: 25,816 shares; 2024Q4: 34,770 shares; 2025Q1: 35,211 shares; 2025Q2: 37,730 shares; 2025Q3: 42,124 shares; 2025Q4: 46,897 shares; 2026Q1: 43,512 shares 43,512 $12.2M 0.03% -3,385 Timeline FLTR 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: 329,646 shares; 2024Q4: 435,605 shares; 2025Q1: 587,117 shares; 2025Q2: 550,390 shares; 2025Q3: 560,275 shares; 2025Q4: 607,138 shares; 2026Q1: 475,809 shares 475,809 $12.1M 0.03% -131,329 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,773 shares; 2024Q4: 212,135 shares; 2025Q1: 298,595 shares; 2025Q2: 332,801 shares; 2025Q3: 340,337 shares; 2025Q4: 381,755 shares; 2026Q1: 361,140 shares 361,140 $12.1M 0.03% -20,615 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,507 shares; 2024Q4: 112,106 shares; 2025Q1: 119,784 shares; 2025Q2: 85,016 shares; 2025Q3: 83,183 shares; 2025Q4: 112,400 shares; 2026Q1: 84,665 shares 84,665 $12.1M 0.03% -27,735 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: 89,016 shares; 2024Q4: 86,968 shares; 2025Q1: 89,329 shares; 2025Q2: 92,692 shares; 2025Q3: 78,302 shares; 2025Q4: 79,740 shares; 2026Q1: 27,074 shares 27,074 $12M 0.03% -52,666 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,905 shares; 2025Q4: 329,093 shares; 2026Q1: 359,352 shares 359,352 $11.9M 0.03% +30,259 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: 170,625 shares; 2024Q4: 185,811 shares; 2025Q1: 123,429 shares; 2025Q2: 133,662 shares; 2025Q3: 101,526 shares; 2025Q4: 128,990 shares; 2026Q1: 111,836 shares 111,836 $11.9M 0.03% -17,154 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: 122,693 shares; 2024Q4: 393,932 shares; 2025Q1: 387,754 shares; 2025Q2: 385,983 shares; 2025Q3: 372,077 shares; 2025Q4: 396,335 shares; 2026Q1: 463,946 shares 463,946 $11.9M 0.03% +67,611 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216,469 shares; 2024Q4: 262,474 shares; 2025Q1: 392,878 shares; 2025Q2: 408,059 shares; 2025Q3: 447,826 shares; 2025Q4: 502,718 shares; 2026Q1: 461,050 shares 461,050 $11.9M 0.03% -41,668 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: 44,792 shares; 2024Q4: 50,039 shares; 2025Q1: 50,584 shares; 2025Q2: 53,812 shares; 2025Q3: 44,667 shares; 2025Q4: 53,083 shares; 2026Q1: 37,044 shares 37,044 $11.9M 0.03% -16,039 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: 79,879 shares; 2024Q4: 90,748 shares; 2025Q1: 117,449 shares; 2025Q2: 126,142 shares; 2025Q3: 135,329 shares; 2025Q4: 149,599 shares; 2026Q1: 164,578 shares 164,578 $11.7M 0.03% +14,979 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,357 shares; 2024Q4: 257,829 shares; 2025Q1: 251,703 shares; 2025Q2: 247,932 shares; 2025Q3: 227,150 shares; 2025Q4: 277,933 shares; 2026Q1: 345,949 shares 345,949 $11.7M 0.03% +68,016 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,896 shares; 2024Q4: 137,050 shares; 2025Q1: 256,257 shares; 2025Q2: 242,442 shares; 2025Q3: 339,534 shares; 2025Q4: 319,652 shares; 2026Q1: 258,569 shares 258,569 $11.7M 0.03% -61,083 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,336,882 shares; 2024Q4: 705,086 shares; 2025Q1: 745,554 shares; 2025Q2: 512,507 shares; 2025Q3: 513,360 shares; 2025Q4: 591,495 shares; 2026Q1: 666,552 shares 666,552 $11.5M 0.03% +75,057 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,443 shares; 2024Q4: 27,353 shares; 2025Q1: 30,538 shares; 2025Q2: 26,486 shares; 2025Q3: 33,359 shares; 2025Q4: 70,833 shares; 2026Q1: 127,576 shares 127,576 $11.5M 0.03% +56,743 Timeline DFSV 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: 27,798 shares; 2024Q4: 31,969 shares; 2025Q1: 38,146 shares; 2025Q2: 46,823 shares; 2025Q3: 250,903 shares; 2025Q4: 282,440 shares; 2026Q1: 326,531 shares 326,531 $11.4M 0.03% +44,091 Timeline QYLD 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: 425,826 shares; 2024Q4: 446,152 shares; 2025Q1: 641,544 shares; 2025Q2: 705,290 shares; 2025Q3: 683,525 shares; 2025Q4: 716,090 shares; 2026Q1: 666,984 shares 666,984 $11.4M 0.03% -49,106 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256,933 shares; 2024Q4: 305,990 shares; 2025Q1: 429,870 shares; 2025Q2: 464,307 shares; 2025Q3: 508,038 shares; 2025Q4: 725,925 shares; 2026Q1: 683,399 shares 683,399 $11.4M 0.03% -42,526 Timeline IUS 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: 110,730 shares; 2024Q4: 115,383 shares; 2025Q1: 94,840 shares; 2025Q2: 122,507 shares; 2025Q3: 126,560 shares; 2025Q4: 135,858 shares; 2026Q1: 196,724 shares 196,724 $11.4M 0.03% +60,866 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: 153,352 shares; 2024Q4: 158,496 shares; 2025Q1: 157,561 shares; 2025Q2: 171,404 shares; 2025Q3: 172,457 shares; 2025Q4: 162,243 shares; 2026Q1: 98,063 shares 98,063 $11.3M 0.03% -64,180 Timeline TDTT 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: 300,155 shares; 2024Q4: 327,746 shares; 2025Q1: 513,804 shares; 2025Q2: 532,731 shares; 2025Q3: 488,297 shares; 2025Q4: 518,222 shares; 2026Q1: 463,415 shares 463,415 $11.2M 0.03% -54,807 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: 22,722 shares; 2024Q4: 24,007 shares; 2025Q1: 27,053 shares; 2025Q2: 29,240 shares; 2025Q3: 31,100 shares; 2025Q4: 46,268 shares; 2026Q1: 53,515 shares 53,515 $11.2M 0.03% +7,247 Timeline