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: 2,303,121 shares; 2024Q4: 2,415,121 shares; 2025Q1: 2,416,439 shares; 2025Q2: 2,523,030 shares; 2025Q3: 2,419,154 shares; 2025Q4: 3,432,296 shares; 2026Q1: 3,365,597 shares 3,365,597 $854M 3.09% -66,699 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: 3,203,295 shares; 2024Q4: 3,043,850 shares; 2025Q1: 3,129,146 shares; 2025Q2: 3,158,677 shares; 2025Q3: 3,266,905 shares; 2025Q4: 3,324,432 shares; 2026Q1: 3,427,577 shares 3,427,577 $592M 2.14% +103,145 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: 858,184 shares; 2024Q4: 924,536 shares; 2025Q1: 950,530 shares; 2025Q2: 1,027,238 shares; 2025Q3: 1,072,812 shares; 2025Q4: 1,512,385 shares; 2026Q1: 1,572,845 shares 1,572,845 $582M 2.1% +60,460 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 748,806 shares; 2024Q4: 822,886 shares; 2025Q1: 816,279 shares; 2025Q2: 650,508 shares; 2025Q3: 704,663 shares; 2025Q4: 803,369 shares; 2026Q1: 879,831 shares 879,831 $575M 2.08% +76,462 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: 1,183,083 shares; 2024Q4: 1,247,668 shares; 2025Q1: 1,271,045 shares; 2025Q2: 1,362,373 shares; 2025Q3: 1,417,302 shares; 2025Q4: 2,050,555 shares; 2026Q1: 2,102,077 shares 2,102,077 $438M 1.58% +51,522 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: 605,089 shares; 2024Q4: 643,658 shares; 2025Q1: 673,493 shares; 2025Q2: 830,470 shares; 2025Q3: 848,504 shares; 2025Q4: 1,458,300 shares; 2026Q1: 1,434,818 shares 1,434,818 $422M 1.52% -23,482 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: 454,108 shares; 2024Q4: 482,100 shares; 2025Q1: 494,891 shares; 2025Q2: 501,801 shares; 2025Q3: 540,603 shares; 2025Q4: 1,415,812 shares; 2026Q1: 1,289,339 shares 1,289,339 $371M 1.34% -126,473 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: 505,257 shares; 2024Q4: 486,563 shares; 2025Q1: 500,951 shares; 2025Q2: 531,966 shares; 2025Q3: 546,037 shares; 2025Q4: 601,451 shares; 2026Q1: 605,643 shares 605,643 $362M 1.31% +4,192 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: 857,563 shares; 2024Q4: 919,527 shares; 2025Q1: 955,086 shares; 2025Q2: 943,850 shares; 2025Q3: 961,086 shares; 2025Q4: 2,937,658 shares; 2026Q1: 2,879,062 shares 2,879,062 $358M 1.29% -58,596 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: 710,690 shares; 2024Q4: 658,604 shares; 2025Q1: 816,849 shares; 2025Q2: 595,116 shares; 2025Q3: 633,401 shares; 2025Q4: 604,011 shares; 2026Q1: 607,741 shares 607,741 $344M 1.24% +3,730 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: 242,084 shares; 2024Q4: 257,386 shares; 2025Q1: 338,352 shares; 2025Q2: 327,843 shares; 2025Q3: 315,586 shares; 2025Q4: 624,750 shares; 2026Q1: 663,882 shares 663,882 $300M 1.09% +39,132 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: 957,774 shares; 2024Q4: 1,004,411 shares; 2025Q1: 993,215 shares; 2025Q2: 1,010,002 shares; 2025Q3: 958,589 shares; 2025Q4: 1,127,132 shares; 2026Q1: 948,027 shares 948,027 $293M 1.06% -179,105 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: 604,016 shares; 2024Q4: 631,160 shares; 2025Q1: 692,744 shares; 2025Q2: 732,847 shares; 2025Q3: 766,086 shares; 2025Q4: 1,805,505 shares; 2026Q1: 1,575,169 shares 1,575,169 $267M 0.97% -230,336 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: 2,199,575 shares; 2024Q4: 2,986,856 shares; 2025Q1: 3,265,639 shares; 2025Q2: 3,385,577 shares; 2025Q3: 4,358,804 shares; 2025Q4: 4,742,264 shares; 2026Q1: 4,370,801 shares 4,370,801 $254M 0.92% -371,463 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: 499,796 shares; 2024Q4: 530,701 shares; 2025Q1: 512,304 shares; 2025Q2: 494,604 shares; 2025Q3: 508,657 shares; 2025Q4: 1,334,856 shares; 2026Q1: 1,212,537 shares 1,212,537 $251M 0.91% -122,319 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: 169,083 shares; 2024Q4: 195,574 shares; 2025Q1: 203,699 shares; 2025Q2: 217,744 shares; 2025Q3: 233,829 shares; 2025Q4: 416,670 shares; 2026Q1: 407,031 shares 407,031 $233M 0.84% -9,639 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: 364,254 shares; 2024Q4: 375,786 shares; 2025Q1: 379,276 shares; 2025Q2: 387,442 shares; 2025Q3: 385,069 shares; 2025Q4: 741,203 shares; 2026Q1: 757,409 shares 757,409 $229M 0.83% +16,206 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: 855,112 shares; 2024Q4: 868,337 shares; 2025Q1: 872,785 shares; 2025Q2: 914,543 shares; 2025Q3: 1,094,798 shares; 2025Q4: 1,220,272 shares; 2026Q1: 1,141,620 shares 1,141,620 $224M 0.81% -78,652 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: 280,737 shares; 2024Q4: 295,396 shares; 2025Q1: 333,821 shares; 2025Q2: 344,909 shares; 2025Q3: 373,368 shares; 2025Q4: 904,474 shares; 2026Q1: 888,033 shares 888,033 $217M 0.78% -16,441 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: 1,736,502 shares; 2024Q4: 2,099,841 shares; 2025Q1: 1,990,911 shares; 2025Q2: 2,307,503 shares; 2025Q3: 2,167,098 shares; 2025Q4: 2,460,143 shares; 2026Q1: 2,755,901 shares 2,755,901 $211M 0.76% +295,758 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: 1,610,860 shares; 2024Q4: 1,857,847 shares; 2025Q1: 2,006,853 shares; 2025Q2: 1,659,911 shares; 2025Q3: 1,718,950 shares; 2025Q4: 1,749,507 shares; 2026Q1: 1,821,181 shares 1,821,181 $206M 0.74% +71,674 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: 507,019 shares; 2024Q4: 567,759 shares; 2025Q1: 603,261 shares; 2025Q2: 646,988 shares; 2025Q3: 626,465 shares; 2025Q4: 666,027 shares; 2026Q1: 715,045 shares 715,045 $205M 0.74% +49,018 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: 397,792 shares; 2024Q4: 422,861 shares; 2025Q1: 403,052 shares; 2025Q2: 463,155 shares; 2025Q3: 518,334 shares; 2025Q4: 2,081,451 shares; 2026Q1: 2,467,602 shares 2,467,602 $191M 0.69% +386,151 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: 1,755,135 shares; 2024Q4: 2,144,814 shares; 2025Q1: 1,652,140 shares; 2025Q2: 2,517,628 shares; 2025Q3: 2,226,266 shares; 2025Q4: 2,035,939 shares; 2026Q1: 2,443,575 shares 2,443,575 $182M 0.66% +407,636 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: 340,542 shares; 2024Q4: 483,082 shares; 2025Q1: 733,872 shares; 2025Q2: 711,333 shares; 2025Q3: 703,676 shares; 2025Q4: 915,221 shares; 2026Q1: 858,916 shares 858,916 $181M 0.66% -56,305 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: 393,777 shares; 2024Q4: 409,440 shares; 2025Q1: 401,341 shares; 2025Q2: 413,727 shares; 2025Q3: 401,968 shares; 2025Q4: 405,902 shares; 2026Q1: 404,600 shares 404,600 $177M 0.64% -1,302 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: 122,082 shares; 2024Q4: 120,747 shares; 2025Q1: 121,924 shares; 2025Q2: 126,689 shares; 2025Q3: 126,500 shares; 2025Q4: 176,361 shares; 2026Q1: 184,095 shares 184,095 $169M 0.61% +7,734 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: 359,515 shares; 2024Q4: 403,246 shares; 2025Q1: 438,475 shares; 2025Q2: 469,829 shares; 2025Q3: 445,515 shares; 2025Q4: 1,025,895 shares; 2026Q1: 1,026,095 shares 1,026,095 $164M 0.59% +200 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: 487,516 shares; 2024Q4: 666,253 shares; 2025Q1: 1,079,475 shares; 2025Q2: 1,567,448 shares; 2025Q3: 2,028,701 shares; 2025Q4: 2,423,535 shares; 2026Q1: 2,236,823 shares 2,236,823 $156M 0.56% -186,712 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: 183,602 shares; 2024Q4: 198,725 shares; 2025Q1: 208,773 shares; 2025Q2: 216,712 shares; 2025Q3: 216,678 shares; 2025Q4: 468,005 shares; 2026Q1: 463,552 shares 463,552 $152M 0.55% -4,453 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: 82,587 shares; 2024Q4: 84,274 shares; 2025Q1: 86,504 shares; 2025Q2: 87,426 shares; 2025Q3: 91,594 shares; 2025Q4: 154,344 shares; 2026Q1: 152,950 shares 152,950 $152M 0.55% -1,394 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: 193,447 shares; 2024Q4: 185,896 shares; 2025Q1: 205,136 shares; 2025Q2: 216,659 shares; 2025Q3: 209,753 shares; 2025Q4: 233,659 shares; 2026Q1: 215,064 shares 215,064 $152M 0.55% -18,595 Timeline ARGAN INC ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,076,095 shares 1,076,095 $151M 0.55% new 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: 84,197 shares; 2024Q4: 78,864 shares; 2025Q1: 81,525 shares; 2025Q2: 116,121 shares; 2025Q3: 119,824 shares; 2025Q4: 996,955 shares; 2026Q1: 824,364 shares 824,364 $150M 0.54% -172,591 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: 1,855,354 shares; 2024Q4: 1,937,208 shares; 2025Q1: 2,019,376 shares; 2025Q2: 2,100,250 shares; 2025Q3: 2,161,769 shares; 2025Q4: 2,329,131 shares; 2026Q1: 2,296,726 shares 2,296,726 $147M 0.53% -32,405 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,870,009 shares; 2024Q4: 2,665,476 shares; 2025Q1: 3,341,951 shares; 2025Q2: 3,640,171 shares; 2025Q3: 4,669,699 shares; 2025Q4: 5,214,505 shares; 2026Q1: 5,609,062 shares 5,609,062 $147M 0.53% +394,557 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: 244,207 shares; 2024Q4: 280,932 shares; 2025Q1: 265,425 shares; 2025Q2: 341,286 shares; 2025Q3: 343,073 shares; 2025Q4: 384,622 shares; 2026Q1: 391,865 shares 391,865 $143M 0.52% +7,243 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: 2,543,773 shares; 2024Q4: 2,843,715 shares; 2025Q1: 2,777,336 shares; 2025Q2: 2,712,133 shares; 2025Q3: 2,626,577 shares; 2025Q4: 2,834,464 shares; 2026Q1: 3,087,463 shares 3,087,463 $143M 0.52% +252,999 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: 201,660 shares; 2024Q4: 201,201 shares; 2025Q1: 190,702 shares; 2025Q2: 223,615 shares; 2025Q3: 202,625 shares; 2025Q4: 683,653 shares; 2026Q1: 692,442 shares 692,442 $141M 0.51% +8,789 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: 746,726 shares; 2024Q4: 957,359 shares; 2025Q1: 1,128,579 shares; 2025Q2: 1,175,664 shares; 2025Q3: 1,090,947 shares; 2025Q4: 714,153 shares; 2026Q1: 732,682 shares 732,682 $141M 0.51% +18,529 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: 234,645 shares; 2025Q2: 2,159,305 shares; 2025Q3: 3,124,101 shares; 2025Q4: 3,569,189 shares; 2026Q1: 3,875,370 shares 3,875,370 $140M 0.51% +306,181 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: 452,918 shares; 2024Q4: 497,253 shares; 2025Q1: 510,036 shares; 2025Q2: 555,573 shares; 2025Q3: 581,192 shares; 2025Q4: 626,492 shares; 2026Q1: 632,140 shares 632,140 $137M 0.5% +5,648 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: 462,197 shares; 2024Q4: 609,082 shares; 2025Q1: 830,789 shares; 2025Q2: 886,349 shares; 2025Q3: 983,061 shares; 2025Q4: 1,055,291 shares; 2026Q1: 1,336,231 shares 1,336,231 $123M 0.45% +280,940 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: 881,635 shares; 2024Q4: 934,897 shares; 2025Q1: 922,958 shares; 2025Q2: 1,027,383 shares; 2025Q3: 1,195,152 shares; 2025Q4: 1,277,254 shares; 2026Q1: 1,358,502 shares 1,358,502 $123M 0.44% +81,248 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: 275,649 shares; 2024Q4: 327,505 shares; 2025Q1: 353,786 shares; 2025Q2: 396,009 shares; 2025Q3: 399,717 shares; 2025Q4: 420,148 shares; 2026Q1: 381,666 shares 381,666 $122M 0.44% -38,482 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: 197,476 shares; 2024Q4: 200,394 shares; 2025Q1: 201,943 shares; 2025Q2: 242,398 shares; 2025Q3: 244,916 shares; 2025Q4: 254,852 shares; 2026Q1: 271,252 shares 271,252 $117M 0.42% +16,400 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: 305 shares; 2025Q2: 1,022,658 shares; 2025Q3: 2,682,911 shares; 2025Q4: 3,089,187 shares; 2026Q1: 3,290,414 shares 3,290,414 $108M 0.39% +201,227 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: 218,521 shares; 2024Q4: 229,905 shares; 2025Q1: 211,330 shares; 2025Q2: 208,388 shares; 2025Q3: 234,749 shares; 2025Q4: 1,165,694 shares; 2026Q1: 1,039,273 shares 1,039,273 $100M 0.36% -126,421 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: 1,659,969 shares; 2024Q4: 1,955,523 shares; 2025Q1: 2,317,440 shares; 2025Q2: 2,495,086 shares; 2025Q3: 2,542,145 shares; 2025Q4: 2,747,720 shares; 2026Q1: 2,927,297 shares 2,927,297 $98.9M 0.36% +179,577 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: 761,509 shares; 2024Q4: 798,960 shares; 2025Q1: 898,120 shares; 2025Q2: 931,960 shares; 2025Q3: 1,159,579 shares; 2025Q4: 1,312,729 shares; 2026Q1: 1,437,974 shares 1,437,974 $98.2M 0.35% +125,245 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: 18,503 shares; 2024Q4: 181,940 shares; 2025Q1: 214,996 shares; 2025Q2: 212,431 shares; 2025Q3: 220,151 shares; 2025Q4: 376,094 shares; 2026Q1: 398,773 shares 398,773 $95.7M 0.35% +22,679 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: 110,417 shares; 2024Q4: 119,932 shares; 2025Q1: 324,680 shares; 2025Q2: 561,108 shares; 2025Q3: 963,262 shares; 2025Q4: 977,202 shares; 2026Q1: 924,211 shares 924,211 $93.1M 0.34% -52,991 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: 935,930 shares; 2024Q4: 944,912 shares; 2025Q1: 927,259 shares; 2025Q2: 1,002,282 shares; 2025Q3: 1,055,655 shares; 2025Q4: 1,120,325 shares; 2026Q1: 1,143,655 shares 1,143,655 $91M 0.33% +23,330 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: 230,352 shares; 2024Q4: 265,465 shares; 2025Q1: 275,742 shares; 2025Q2: 290,919 shares; 2025Q3: 283,001 shares; 2025Q4: 314,888 shares; 2026Q1: 315,510 shares 315,510 $90.6M 0.33% +622 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: 4,577,800 shares; 2024Q4: 4,410,112 shares; 2025Q1: 3,890,479 shares; 2025Q2: 3,400,504 shares; 2025Q3: 3,114,637 shares; 2025Q4: 2,484,271 shares; 2026Q1: 2,292,841 shares 2,292,841 $89.1M 0.32% -191,430 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: 70,924 shares; 2024Q4: 56,763 shares; 2025Q1: 59,755 shares; 2025Q2: 63,829 shares; 2025Q3: 85,131 shares; 2025Q4: 658,286 shares; 2026Q1: 667,027 shares 667,027 $88.2M 0.32% +8,741 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: 269,415 shares; 2024Q4: 257,869 shares; 2025Q1: 261,896 shares; 2025Q2: 328,181 shares; 2025Q3: 330,615 shares; 2025Q4: 410,857 shares; 2026Q1: 451,779 shares 451,779 $86.7M 0.31% +40,922 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: 202,236 shares; 2024Q4: 201,423 shares; 2025Q1: 195,688 shares; 2025Q2: 189,594 shares; 2025Q3: 193,154 shares; 2025Q4: 210,929 shares; 2026Q1: 203,180 shares 203,180 $86.6M 0.31% -7,749 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: 81,045 shares; 2024Q4: 101,992 shares; 2025Q1: 75,080 shares; 2025Q2: 77,080 shares; 2025Q3: 63,980 shares; 2025Q4: 367,101 shares; 2026Q1: 378,454 shares 378,454 $85.5M 0.31% +11,353 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: 891,088 shares; 2024Q4: 818,795 shares; 2025Q1: 786,211 shares; 2025Q2: 828,890 shares; 2025Q3: 874,721 shares; 2025Q4: 938,719 shares; 2026Q1: 854,978 shares 854,978 $84.9M 0.31% -83,741 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: 131,493 shares; 2024Q4: 136,924 shares; 2025Q1: 155,849 shares; 2025Q2: 174,760 shares; 2025Q3: 176,004 shares; 2025Q4: 251,993 shares; 2026Q1: 242,190 shares 242,190 $81.8M 0.3% -9,803 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: 119,007 shares; 2024Q4: 124,929 shares; 2025Q1: 125,463 shares; 2025Q2: 124,232 shares; 2025Q3: 107,365 shares; 2025Q4: 148,028 shares; 2026Q1: 262,557 shares 262,557 $81.6M 0.29% +114,529 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: 134,496 shares; 2024Q4: 154,828 shares; 2025Q1: 161,048 shares; 2025Q2: 362,312 shares; 2025Q3: 421,082 shares; 2025Q4: 488,284 shares; 2026Q1: 485,191 shares 485,191 $80.2M 0.29% -3,093 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: 49,236 shares; 2024Q4: 94,645 shares; 2025Q1: 101,208 shares; 2025Q2: 113,885 shares; 2025Q3: 107,421 shares; 2025Q4: 525,780 shares; 2026Q1: 496,994 shares 496,994 $79.7M 0.29% -28,786 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: 258,706 shares; 2024Q4: 96,989 shares; 2025Q1: 88,651 shares; 2025Q2: 94,026 shares; 2025Q3: 227,976 shares; 2025Q4: 237,728 shares; 2026Q1: 245,536 shares 245,536 $78.1M 0.28% +7,808 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: 547,596 shares; 2024Q4: 686,274 shares; 2025Q1: 600,135 shares; 2025Q2: 649,770 shares; 2025Q3: 701,493 shares; 2025Q4: 766,038 shares; 2026Q1: 817,242 shares 817,242 $77.6M 0.28% +51,204 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: 38,825 shares; 2024Q4: 48,600 shares; 2025Q1: 23,471 shares; 2025Q2: 58,009 shares; 2025Q3: 96,415 shares; 2025Q4: 505,100 shares; 2026Q1: 457,665 shares 457,665 $75.1M 0.27% -47,435 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: 711,917 shares; 2024Q4: 884,259 shares; 2025Q1: 544,315 shares; 2025Q2: 548,610 shares; 2025Q3: 225,913 shares; 2025Q4: 134,703 shares; 2026Q1: 662,281 shares 662,281 $73.8M 0.27% +527,578 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: 519,243 shares; 2024Q4: 601,241 shares; 2025Q1: 570,337 shares; 2025Q2: 553,404 shares; 2025Q3: 600,076 shares; 2025Q4: 598,637 shares; 2026Q1: 586,348 shares 586,348 $72.9M 0.26% -12,289 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: 876,149 shares; 2024Q4: 963,964 shares; 2025Q1: 1,001,404 shares; 2025Q2: 1,047,677 shares; 2025Q3: 1,022,107 shares; 2025Q4: 1,088,068 shares; 2026Q1: 986,959 shares 986,959 $72.7M 0.26% -101,109 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: 68,217 shares; 2025Q1: 68,596 shares; 2025Q2: 70,941 shares; 2025Q3: 70,802 shares; 2025Q4: 72,263 shares; 2026Q1: 71,807 shares 71,807 $69.1M 0.25% -456 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: 342,555 shares; 2024Q4: 319,956 shares; 2025Q1: 317,146 shares; 2025Q2: 326,402 shares; 2025Q3: 334,710 shares; 2025Q4: 356,184 shares; 2026Q1: 319,730 shares 319,730 $68.8M 0.25% -36,454 Timeline FELC 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: 1,462 shares; 2024Q4: 1,466 shares; 2025Q1: 1,471 shares; 2025Q2: 1,591 shares; 2025Q3: 851,231 shares; 2025Q4: 1,144,814 shares; 2026Q1: 1,893,097 shares 1,893,097 $68.7M 0.25% +748,283 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: 606,099 shares; 2024Q4: 623,721 shares; 2025Q1: 431,671 shares; 2025Q2: 471,168 shares; 2025Q3: 467,791 shares; 2025Q4: 471,025 shares; 2026Q1: 464,688 shares 464,688 $68M 0.25% -6,337 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: 55,977 shares; 2024Q4: 64,519 shares; 2025Q1: 82,023 shares; 2025Q2: 85,685 shares; 2025Q3: 105,641 shares; 2025Q4: 329,818 shares; 2026Q1: 330,553 shares 330,553 $65.8M 0.24% +735 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: 943,439 shares; 2024Q4: 992,886 shares; 2025Q1: 1,028,320 shares; 2025Q2: 1,089,517 shares; 2025Q3: 1,142,080 shares; 2025Q4: 1,244,940 shares; 2026Q1: 1,214,872 shares 1,214,872 $65.7M 0.24% -30,068 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: 513,089 shares; 2024Q4: 588,502 shares; 2025Q1: 685,791 shares; 2025Q2: 725,560 shares; 2025Q3: 800,996 shares; 2025Q4: 885,833 shares; 2026Q1: 928,191 shares 928,191 $65.1M 0.24% +42,358 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: 459,396 shares; 2024Q4: 469,748 shares; 2025Q1: 494,793 shares; 2025Q2: 525,006 shares; 2025Q3: 591,854 shares; 2025Q4: 634,992 shares; 2026Q1: 2,838,987 shares 2,838,987 $65M 0.23% +2,203,995 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: 506,604 shares; 2024Q4: 803,452 shares; 2025Q1: 1,053,712 shares; 2025Q2: 1,066,105 shares; 2025Q3: 950,023 shares; 2025Q4: 1,186,993 shares; 2026Q1: 1,307,335 shares 1,307,335 $64.7M 0.23% +120,342 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: 192,918 shares; 2024Q4: 513,450 shares; 2025Q1: 784,240 shares; 2025Q2: 800,008 shares; 2025Q3: 1,169,539 shares; 2025Q4: 1,177,701 shares; 2026Q1: 727,251 shares 727,251 $64.1M 0.23% -450,450 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: 62,808 shares; 2024Q4: 72,846 shares; 2025Q1: 83,010 shares; 2025Q2: 105,931 shares; 2025Q3: 123,450 shares; 2025Q4: 115,313 shares; 2026Q1: 187,706 shares 187,706 $63.4M 0.23% +72,393 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,192 shares; 2024Q4: 17,907 shares; 2025Q1: 17,741 shares; 2025Q2: 17,462 shares; 2025Q3: 17,317 shares; 2025Q4: 877,720 shares; 2026Q1: 877,072 shares 877,072 $62.4M 0.23% -648 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: 490,961 shares; 2024Q4: 513,992 shares; 2025Q1: 475,426 shares; 2025Q2: 1,818,446 shares; 2025Q3: 1,980,018 shares; 2025Q4: 2,094,815 shares; 2026Q1: 2,145,141 shares 2,145,141 $62.2M 0.22% +50,326 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,140,456 shares; 2024Q4: 1,258,089 shares; 2025Q1: 1,368,922 shares; 2025Q2: 1,220,320 shares; 2025Q3: 1,308,141 shares; 2025Q4: 1,459,912 shares; 2026Q1: 1,509,552 shares 1,509,552 $60.7M 0.22% +49,640 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: 994,885 shares; 2024Q4: 1,116,667 shares; 2025Q1: 1,253,604 shares; 2025Q2: 780,803 shares; 2025Q3: 844,309 shares; 2025Q4: 1,351,390 shares; 2026Q1: 1,425,035 shares 1,425,035 $60.6M 0.22% +73,645 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: 26,148 shares; 2024Q4: 433,202 shares; 2025Q1: 486,516 shares; 2025Q2: 513,123 shares; 2025Q3: 520,921 shares; 2025Q4: 515,619 shares; 2026Q1: 509,956 shares 509,956 $60.5M 0.22% -5,663 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: 15,985 shares; 2024Q4: 25,803 shares; 2025Q1: 29,078 shares; 2025Q2: 38,012 shares; 2025Q3: 51,366 shares; 2025Q4: 68,843 shares; 2026Q1: 71,010 shares 71,010 $59.7M 0.22% +2,167 Timeline CENCORA INC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,045,981 shares 1,045,981 $59.4M 0.21% new SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,920 shares; 2024Q4: 3,943 shares; 2025Q1: 3,790 shares; 2025Q2: 325,159 shares; 2025Q3: 335,359 shares; 2025Q4: 343,291 shares; 2026Q1: 347,399 shares 347,399 $58.6M 0.21% +4,108 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,826 shares; 2024Q4: 25,060 shares; 2025Q1: 28,413 shares; 2025Q2: 30,254 shares; 2025Q3: 52,169 shares; 2025Q4: 78,756 shares; 2026Q1: 552,356 shares 552,356 $58.4M 0.21% +473,600 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: 394,360 shares; 2024Q4: 489,906 shares; 2025Q1: 644,870 shares; 2025Q2: 916,646 shares; 2025Q3: 891,380 shares; 2025Q4: 1,214,499 shares; 2026Q1: 1,153,944 shares 1,153,944 $58.4M 0.21% -60,555 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: 551,483 shares; 2024Q4: 564,648 shares; 2025Q1: 611,380 shares; 2025Q2: 696,674 shares; 2025Q3: 1,094,851 shares; 2025Q4: 1,224,399 shares; 2026Q1: 1,278,631 shares 1,278,631 $58.3M 0.21% +54,232 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: 78,195 shares; 2024Q4: 79,128 shares; 2025Q1: 89,135 shares; 2025Q2: 88,008 shares; 2025Q3: 91,481 shares; 2025Q4: 102,160 shares; 2026Q1: 245,098 shares 245,098 $57.9M 0.21% +142,938 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: 91,767 shares; 2024Q4: 125,154 shares; 2025Q1: 119,687 shares; 2025Q2: 198,805 shares; 2025Q3: 336,359 shares; 2025Q4: 463,424 shares; 2026Q1: 575,742 shares 575,742 $57.9M 0.21% +112,318 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: 69,323 shares; 2024Q4: 78,640 shares; 2025Q1: 73,420 shares; 2025Q2: 78,104 shares; 2025Q3: 82,636 shares; 2025Q4: 109,125 shares; 2026Q1: 114,809 shares 114,809 $57.4M 0.21% +5,684 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: 510,584 shares; 2024Q4: 465,141 shares; 2025Q1: 516,823 shares; 2025Q2: 497,468 shares; 2025Q3: 496,231 shares; 2025Q4: 475,640 shares; 2026Q1: 618,327 shares 618,327 $57.3M 0.21% +142,687 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: 496,451 shares; 2024Q4: 511,947 shares; 2025Q1: 532,969 shares; 2025Q2: 305,532 shares; 2025Q3: 317,706 shares; 2025Q4: 430,461 shares; 2026Q1: 381,102 shares 381,102 $56.1M 0.2% -49,359 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: 102,342 shares; 2024Q4: 114,865 shares; 2025Q1: 120,330 shares; 2025Q2: 162,434 shares; 2025Q3: 157,093 shares; 2025Q4: 164,805 shares; 2026Q1: 234,688 shares 234,688 $55.8M 0.2% +69,883 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: 761,235 shares; 2024Q4: 833,331 shares; 2025Q1: 912,454 shares; 2025Q2: 1,366,646 shares; 2025Q3: 1,400,853 shares; 2025Q4: 1,516,092 shares; 2026Q1: 1,663,897 shares 1,663,897 $55.5M 0.2% +147,805 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,332 shares; 2024Q4: 33,827 shares; 2025Q1: 39,237 shares; 2025Q2: 37,461 shares; 2025Q3: 46,349 shares; 2025Q4: 56,593 shares; 2026Q1: 575,164 shares 575,164 $55.5M 0.2% +518,571 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,903 shares; 2024Q4: 49,283 shares; 2025Q1: 55,254 shares; 2025Q2: 56,140 shares; 2025Q3: 57,429 shares; 2025Q4: 385,088 shares; 2026Q1: 408,818 shares 408,818 $55.3M 0.2% +23,730 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: 57,672 shares; 2024Q4: 96,420 shares; 2025Q1: 59,278 shares; 2025Q2: 78,900 shares; 2025Q3: 92,045 shares; 2025Q4: 406,652 shares; 2026Q1: 421,545 shares 421,545 $55.2M 0.2% +14,893 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: 55,996 shares; 2024Q4: 91,653 shares; 2025Q1: 94,586 shares; 2025Q2: 106,489 shares; 2025Q3: 159,083 shares; 2025Q4: 160,720 shares; 2026Q1: 392,435 shares 392,435 $54.7M 0.2% +231,715 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: 55,276 shares; 2024Q4: 107,184 shares; 2025Q1: 105,184 shares; 2025Q2: 100,447 shares; 2025Q3: 91,447 shares; 2025Q4: 100,674 shares; 2026Q1: 485,852 shares 485,852 $54.6M 0.2% +385,178 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: 544,507 shares; 2024Q4: 746,281 shares; 2025Q1: 812,975 shares; 2025Q2: 850,016 shares; 2025Q3: 994,255 shares; 2025Q4: 1,112,219 shares; 2026Q1: 1,040,513 shares 1,040,513 $54M 0.2% -71,706 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: 252,025 shares; 2024Q4: 271,043 shares; 2025Q1: 282,736 shares; 2025Q2: 290,025 shares; 2025Q3: 325,242 shares; 2025Q4: 376,196 shares; 2026Q1: 373,575 shares 373,575 $54M 0.19% -2,621 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: 43,638 shares; 2024Q4: 46,984 shares; 2025Q1: 52,760 shares; 2025Q2: 55,170 shares; 2025Q3: 55,533 shares; 2025Q4: 550,762 shares; 2026Q1: 558,723 shares 558,723 $53.7M 0.19% +7,961 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,220 shares; 2024Q4: 6,284 shares; 2025Q1: 4,276 shares; 2025Q2: 5,263 shares; 2025Q3: 5,009 shares; 2025Q4: 533,434 shares; 2026Q1: 538,135 shares 538,135 $51.9M 0.19% +4,701 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: 232,137 shares; 2024Q4: 242,248 shares; 2025Q1: 299,075 shares; 2025Q2: 126,439 shares; 2025Q3: 142,494 shares; 2025Q4: 156,635 shares; 2026Q1: 151,686 shares 151,686 $51.8M 0.19% -4,949 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: 22,269 shares; 2024Q4: 30,375 shares; 2025Q1: 44,903 shares; 2025Q2: 40,279 shares; 2025Q3: 42,365 shares; 2025Q4: 43,099 shares; 2026Q1: 96,147 shares 96,147 $51.7M 0.19% +53,048 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: 99,585 shares; 2024Q4: 101,547 shares; 2025Q1: 97,940 shares; 2025Q2: 107,384 shares; 2025Q3: 108,858 shares; 2025Q4: 153,499 shares; 2026Q1: 143,355 shares 143,355 $51.3M 0.19% -10,144 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,661 shares; 2024Q4: 56,790 shares; 2025Q1: 54,299 shares; 2025Q2: 63,742 shares; 2025Q3: 49,498 shares; 2025Q4: 271,625 shares; 2026Q1: 270,047 shares 270,047 $51.2M 0.18% -1,578 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: 14,516 shares; 2024Q4: 16,047 shares; 2025Q1: 3,061 shares; 2025Q2: 730,767 shares; 2025Q3: 824,904 shares; 2025Q4: 933,264 shares; 2026Q1: 1,021,525 shares 1,021,525 $51.1M 0.18% +88,261 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: 164,029 shares; 2024Q4: 176,553 shares; 2025Q1: 176,396 shares; 2025Q2: 194,596 shares; 2025Q3: 183,267 shares; 2025Q4: 196,035 shares; 2026Q1: 195,019 shares 195,019 $51.1M 0.18% -1,016 Timeline QUANTA SVCS INC QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 229,636 shares 229,636 $50.5M 0.18% new 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: 752,178 shares; 2024Q4: 655,328 shares; 2025Q1: 463,844 shares; 2025Q2: 744,209 shares; 2025Q3: 1,037,653 shares; 2025Q4: 1,067,780 shares; 2026Q1: 1,283,148 shares 1,283,148 $50M 0.18% +215,368 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: 275,754 shares; 2024Q4: 285,009 shares; 2025Q1: 298,110 shares; 2025Q2: 301,244 shares; 2025Q3: 327,516 shares; 2025Q4: 331,827 shares; 2026Q1: 337,471 shares 337,471 $50M 0.18% +5,644 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: 393,886 shares; 2024Q4: 410,723 shares; 2025Q1: 406,366 shares; 2025Q2: 366,389 shares; 2025Q3: 341,158 shares; 2025Q4: 396,431 shares; 2026Q1: 413,565 shares 413,565 $49.7M 0.18% +17,134 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: 509,686 shares; 2024Q4: 526,825 shares; 2025Q1: 586,302 shares; 2025Q2: 598,854 shares; 2025Q3: 596,043 shares; 2025Q4: 526,556 shares; 2026Q1: 561,239 shares 561,239 $49.3M 0.18% +34,683 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: 221,833 shares; 2024Q4: 227,423 shares; 2025Q1: 223,506 shares; 2025Q2: 223,496 shares; 2025Q3: 219,259 shares; 2025Q4: 218,454 shares; 2026Q1: 156,200 shares 156,200 $49.1M 0.18% -62,254 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: 21,928 shares; 2024Q4: 23,523 shares; 2025Q1: 28,015 shares; 2025Q2: 27,906 shares; 2025Q3: 32,432 shares; 2025Q4: 57,211 shares; 2026Q1: 57,826 shares 57,826 $48.9M 0.18% +615 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: 116,354 shares; 2024Q4: 275,024 shares; 2025Q1: 299,884 shares; 2025Q2: 320,768 shares; 2025Q3: 359,109 shares; 2025Q4: 379,255 shares; 2026Q1: 196,169 shares 196,169 $47.5M 0.17% -183,086 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,831 shares; 2024Q4: 160,665 shares; 2025Q1: 341,718 shares; 2025Q2: 250,899 shares; 2025Q3: 392,397 shares; 2025Q4: 469,238 shares; 2026Q1: 914,401 shares 914,401 $46.5M 0.17% +445,163 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: 70,831 shares; 2024Q4: 75,125 shares; 2025Q1: 171,725 shares; 2025Q2: 205,741 shares; 2025Q3: 169,415 shares; 2025Q4: 199,154 shares; 2026Q1: 922,353 shares 922,353 $46.4M 0.17% +723,199 Timeline EYLD 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: 710,235 shares; 2024Q4: 720,272 shares; 2025Q1: 733,924 shares; 2025Q2: 777,789 shares; 2025Q3: 903,321 shares; 2025Q4: 1,137,292 shares; 2026Q1: 1,102,216 shares 1,102,216 $45.6M 0.16% -35,076 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: 181,230 shares; 2024Q4: 189,905 shares; 2025Q1: 156,531 shares; 2025Q2: 154,374 shares; 2025Q3: 153,915 shares; 2025Q4: 165,710 shares; 2026Q1: 180,190 shares 180,190 $44.8M 0.16% +14,480 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: 115,503 shares; 2024Q4: 125,000 shares; 2025Q1: 122,170 shares; 2025Q2: 123,154 shares; 2025Q3: 125,017 shares; 2025Q4: 125,692 shares; 2026Q1: 125,398 shares 125,398 $44.7M 0.16% -294 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: 430,031 shares; 2024Q4: 435,270 shares; 2025Q1: 408,480 shares; 2025Q2: 487,257 shares; 2025Q3: 774,755 shares; 2025Q4: 874,717 shares; 2026Q1: 895,626 shares 895,626 $44.7M 0.16% +20,909 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,430,109 shares; 2024Q4: 2,018,258 shares; 2025Q1: 1,850,602 shares; 2025Q2: 1,780,749 shares; 2025Q3: 1,904,405 shares; 2025Q4: 1,817,907 shares; 2026Q1: 1,928,881 shares 1,928,881 $44.2M 0.16% +110,974 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: 232,125 shares; 2024Q4: 251,457 shares; 2025Q1: 261,274 shares; 2025Q2: 551,136 shares; 2025Q3: 632,388 shares; 2025Q4: 681,503 shares; 2026Q1: 778,360 shares 778,360 $44.1M 0.16% +96,857 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: 579,720 shares; 2024Q4: 618,080 shares; 2025Q1: 665,729 shares; 2025Q2: 700,938 shares; 2025Q3: 716,799 shares; 2025Q4: 951,532 shares; 2026Q1: 916,918 shares 916,918 $43.8M 0.16% -34,614 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: 774,464 shares; 2024Q4: 909,513 shares; 2025Q1: 1,005,661 shares; 2025Q2: 826,422 shares; 2025Q3: 892,370 shares; 2025Q4: 1,029,158 shares; 2026Q1: 1,135,407 shares 1,135,407 $43.6M 0.16% +106,249 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: 1,875,253 shares; 2024Q4: 1,824,435 shares; 2025Q1: 1,770,279 shares; 2025Q2: 1,906,479 shares; 2025Q3: 1,595,766 shares; 2025Q4: 1,880,061 shares; 2026Q1: 1,697,190 shares 1,697,190 $43.5M 0.16% -182,871 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,175 shares; 2024Q4: 19,042 shares; 2025Q1: 30,494 shares; 2025Q2: 104,153 shares; 2025Q3: 109,152 shares; 2025Q4: 106,655 shares; 2026Q1: 930,013 shares 930,013 $43.4M 0.16% +823,358 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: 40,963 shares; 2024Q4: 42,495 shares; 2025Q1: 47,015 shares; 2025Q2: 50,325 shares; 2025Q3: 48,137 shares; 2025Q4: 83,032 shares; 2026Q1: 87,418 shares 87,418 $43.3M 0.16% +4,386 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 131,338 shares; 2025Q3: 2,145,150 shares; 2025Q4: 2,202,139 shares; 2026Q1: 2,575,858 shares 2,575,858 $43.2M 0.16% +373,719 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,088 shares; 2024Q4: 53,437 shares; 2025Q1: 49,992 shares; 2025Q2: 47,913 shares; 2025Q3: 50,066 shares; 2025Q4: 294,345 shares; 2026Q1: 295,883 shares 295,883 $43M 0.16% +1,538 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: 81,137 shares; 2024Q4: 83,913 shares; 2025Q1: 87,485 shares; 2025Q2: 103,070 shares; 2025Q3: 138,223 shares; 2025Q4: 166,407 shares; 2026Q1: 151,412 shares 151,412 $43M 0.16% -14,995 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: 247,494 shares; 2024Q4: 217,347 shares; 2025Q1: 224,984 shares; 2025Q2: 494,824 shares; 2025Q3: 429,210 shares; 2025Q4: 381,752 shares; 2026Q1: 461,216 shares 461,216 $42.3M 0.15% +79,464 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: 244,628 shares; 2024Q4: 245,451 shares; 2025Q1: 236,203 shares; 2025Q2: 243,487 shares; 2025Q3: 358,097 shares; 2025Q4: 651,166 shares; 2026Q1: 72,976 shares 72,976 $42.1M 0.15% -578,190 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: 9,409 shares; 2024Q4: 9,938 shares; 2025Q1: 9,794 shares; 2025Q2: 12,435 shares; 2025Q3: 15,413 shares; 2025Q4: 18,485 shares; 2026Q1: 210,817 shares 210,817 $41.7M 0.15% +192,332 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,887,542 shares; 2024Q4: 2,040,509 shares; 2025Q1: 2,247,632 shares; 2025Q2: 2,361,031 shares; 2025Q3: 2,478,933 shares; 2025Q4: 2,521,541 shares; 2026Q1: 2,190,737 shares 2,190,737 $41.6M 0.15% -330,804 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: 356,218 shares; 2024Q4: 322,595 shares; 2025Q1: 328,076 shares; 2025Q2: 294,338 shares; 2025Q3: 325,725 shares; 2025Q4: 326,379 shares; 2026Q1: 419,957 shares 419,957 $41.1M 0.15% +93,578 Timeline EMBD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,808,807 shares; 2024Q4: 2,005,748 shares; 2025Q1: 2,130,622 shares; 2025Q2: 2,028,511 shares; 2025Q3: 2,009,964 shares; 2025Q4: 2,060,856 shares; 2026Q1: 1,754,217 shares 1,754,217 $41.1M 0.15% -306,639 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: 256,514 shares; 2024Q4: 275,498 shares; 2025Q1: 275,485 shares; 2025Q2: 310,863 shares; 2025Q3: 339,566 shares; 2025Q4: 586,446 shares; 2026Q1: 540,394 shares 540,394 $41.1M 0.15% -46,052 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: 301,260 shares; 2024Q4: 335,734 shares; 2025Q1: 427,094 shares; 2025Q2: 335,295 shares; 2025Q3: 326,306 shares; 2025Q4: 469,193 shares; 2026Q1: 441,582 shares 441,582 $41M 0.15% -27,611 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: 108,035 shares; 2024Q4: 109,917 shares; 2025Q1: 144,197 shares; 2025Q2: 149,984 shares; 2025Q3: 154,394 shares; 2025Q4: 258,831 shares; 2026Q1: 245,197 shares 245,197 $40.4M 0.15% -13,634 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: 980,497 shares 980,497 $40.3M 0.15% new 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: 556,745 shares; 2024Q4: 590,590 shares; 2025Q1: 590,233 shares; 2025Q2: 612,966 shares; 2025Q3: 694,968 shares; 2025Q4: 805,143 shares; 2026Q1: 792,908 shares 792,908 $39.8M 0.14% -12,235 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,366,856 shares; 2024Q4: 1,483,193 shares; 2025Q1: 1,297,469 shares; 2025Q2: 1,210,609 shares; 2025Q3: 1,246,518 shares; 2025Q4: 1,744,511 shares; 2026Q1: 1,741,940 shares 1,741,940 $39.1M 0.14% -2,571 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: 90,581 shares; 2024Q4: 90,736 shares; 2025Q1: 88,759 shares; 2025Q2: 91,096 shares; 2025Q3: 90,328 shares; 2025Q4: 131,376 shares; 2026Q1: 157,798 shares 157,798 $38.3M 0.14% +26,422 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: 1,167,410 shares 1,167,410 $38.2M 0.14% new 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: 57,062 shares; 2024Q4: 59,130 shares; 2025Q1: 60,714 shares; 2025Q2: 66,107 shares; 2025Q3: 75,088 shares; 2025Q4: 65,936 shares; 2026Q1: 81,087 shares 81,087 $37.6M 0.14% +15,151 Timeline FIXD 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: 768,305 shares; 2024Q4: 792,984 shares; 2025Q1: 693,765 shares; 2025Q2: 479,228 shares; 2025Q3: 492,055 shares; 2025Q4: 777,949 shares; 2026Q1: 857,345 shares 857,345 $37.4M 0.14% +79,396 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,766 shares; 2024Q4: 208,803 shares; 2025Q1: 184,025 shares; 2025Q2: 177,275 shares; 2025Q3: 227,704 shares; 2025Q4: 300,492 shares; 2026Q1: 397,640 shares 397,640 $37.2M 0.13% +97,148 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: 341,128 shares; 2024Q4: 408,791 shares; 2025Q1: 431,150 shares; 2025Q2: 426,261 shares; 2025Q3: 383,058 shares; 2025Q4: 428,096 shares; 2026Q1: 447,121 shares 447,121 $37M 0.13% +19,025 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: 371,566 shares; 2024Q4: 673,608 shares; 2025Q1: 1,481,182 shares; 2025Q2: 953,881 shares; 2025Q3: 917,571 shares; 2025Q4: 1,004,279 shares; 2026Q1: 932,398 shares 932,398 $36.8M 0.13% -71,881 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: 676,732 shares; 2024Q4: 700,256 shares; 2025Q1: 694,558 shares; 2025Q2: 689,338 shares; 2025Q3: 703,430 shares; 2025Q4: 796,620 shares; 2026Q1: 761,779 shares 761,779 $36.6M 0.13% -34,841 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: 156,912 shares; 2024Q4: 159,715 shares; 2025Q1: 157,133 shares; 2025Q2: 182,825 shares; 2025Q3: 193,854 shares; 2025Q4: 196,890 shares; 2026Q1: 198,576 shares 198,576 $36.6M 0.13% +1,686 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,757 shares; 2024Q4: 202,064 shares; 2025Q1: 192,453 shares; 2025Q2: 189,485 shares; 2025Q3: 188,933 shares; 2025Q4: 193,458 shares; 2026Q1: 213,482 shares 213,482 $36.6M 0.13% +20,024 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: 130,484 shares; 2024Q4: 133,390 shares; 2025Q1: 124,678 shares; 2025Q2: 128,162 shares; 2025Q3: 139,941 shares; 2025Q4: 145,233 shares; 2026Q1: 142,000 shares 142,000 $36.5M 0.13% -3,233 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: 210,661 shares; 2024Q4: 290,772 shares; 2025Q1: 319,011 shares; 2025Q2: 341,965 shares; 2025Q3: 345,166 shares; 2025Q4: 354,319 shares; 2026Q1: 330,187 shares 330,187 $36.2M 0.13% -24,132 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: 197,303 shares; 2024Q4: 194,683 shares; 2025Q1: 187,868 shares; 2025Q2: 180,323 shares; 2025Q3: 205,607 shares; 2025Q4: 255,272 shares; 2026Q1: 229,954 shares 229,954 $35.7M 0.13% -25,318 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: 284,803 shares; 2024Q4: 176,795 shares; 2025Q1: 181,469 shares; 2025Q2: 223,771 shares; 2025Q3: 259,354 shares; 2025Q4: 378,032 shares; 2026Q1: 369,077 shares 369,077 $35.2M 0.13% -8,955 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 488,323 shares; 2024Q4: 551,135 shares; 2025Q1: 539,095 shares; 2025Q2: 1,174,364 shares; 2025Q3: 1,341,774 shares; 2025Q4: 1,579,194 shares; 2026Q1: 1,408,127 shares 1,408,127 $34.8M 0.13% -171,067 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: 99,006 shares; 2024Q4: 136,848 shares; 2025Q1: 273,681 shares; 2025Q2: 291,706 shares; 2025Q3: 301,634 shares; 2025Q4: 310,765 shares; 2026Q1: 333,683 shares 333,683 $34.5M 0.12% +22,918 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: not reported; 2024Q4: 103 shares; 2025Q1: 28,101 shares; 2025Q2: 21,791 shares; 2025Q3: 308,287 shares; 2025Q4: 375,784 shares; 2026Q1: 482,011 shares 482,011 $34.1M 0.12% +106,227 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: 83,427 shares; 2025Q1: 97,867 shares; 2025Q2: 100,528 shares; 2025Q3: 134,726 shares; 2025Q4: 159,414 shares; 2026Q1: 158,809 shares 158,809 $33.9M 0.12% -605 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: 65,313 shares; 2024Q4: 69,099 shares; 2025Q1: 75,784 shares; 2025Q2: 79,424 shares; 2025Q3: 88,768 shares; 2025Q4: 98,760 shares; 2026Q1: 95,939 shares 95,939 $33.8M 0.12% -2,821 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: 160,437 shares; 2024Q4: 140,785 shares; 2025Q1: 141,903 shares; 2025Q2: 142,693 shares; 2025Q3: 144,361 shares; 2025Q4: 147,636 shares; 2026Q1: 153,935 shares 153,935 $33.4M 0.12% +6,299 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: 372,428 shares; 2024Q4: 335,468 shares; 2025Q1: 437,508 shares; 2025Q2: 521,348 shares; 2025Q3: 523,554 shares; 2025Q4: 507,288 shares; 2026Q1: 533,809 shares 533,809 $33.4M 0.12% +26,521 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: 373,308 shares; 2024Q4: 400,244 shares; 2025Q1: 395,873 shares; 2025Q2: 384,604 shares; 2025Q3: 372,835 shares; 2025Q4: 436,259 shares; 2026Q1: 424,838 shares 424,838 $33.3M 0.12% -11,421 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 637,174 shares; 2024Q4: 676,469 shares; 2025Q1: 734,246 shares; 2025Q2: 687,236 shares; 2025Q3: 700,621 shares; 2025Q4: 742,319 shares; 2026Q1: 936,009 shares 936,009 $33.2M 0.12% +193,690 Timeline FV 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: 993,019 shares; 2024Q4: 1,017,458 shares; 2025Q1: 1,122,643 shares; 2025Q2: 843,902 shares; 2025Q3: 940,514 shares; 2025Q4: 929,696 shares; 2026Q1: 549,888 shares 549,888 $33.2M 0.12% -379,808 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: 446,312 shares; 2024Q4: 526,572 shares; 2025Q1: 575,669 shares; 2025Q2: 517,376 shares; 2025Q3: 217,791 shares; 2025Q4: 183,031 shares; 2026Q1: 182,775 shares 182,775 $33.2M 0.12% -256 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: 301,181 shares; 2024Q4: 305,758 shares; 2025Q1: 323,875 shares; 2025Q2: 337,751 shares; 2025Q3: 357,257 shares; 2025Q4: 357,708 shares; 2026Q1: 365,775 shares 365,775 $32.4M 0.12% +8,067 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: 73,168 shares; 2024Q4: 71,776 shares; 2025Q1: 65,999 shares; 2025Q2: 72,277 shares; 2025Q3: 70,469 shares; 2025Q4: 117,147 shares; 2026Q1: 106,328 shares 106,328 $32.2M 0.12% -10,819 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: 580,942 shares; 2024Q4: 713,240 shares; 2025Q1: 730,558 shares; 2025Q2: 619,879 shares; 2025Q3: 764,731 shares; 2025Q4: 658,009 shares; 2026Q1: 675,090 shares 675,090 $31.7M 0.11% +17,081 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: 60,855 shares; 2024Q4: 64,241 shares; 2025Q1: 83,854 shares; 2025Q2: 90,808 shares; 2025Q3: 130,525 shares; 2025Q4: 122,307 shares; 2026Q1: 313,448 shares 313,448 $31.6M 0.11% +191,141 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: 67,909 shares; 2024Q4: 74,911 shares; 2025Q1: 61,899 shares; 2025Q2: 63,678 shares; 2025Q3: 76,139 shares; 2025Q4: 103,463 shares; 2026Q1: 96,634 shares 96,634 $31.5M 0.11% -6,829 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: 313,238 shares; 2024Q4: 348,489 shares; 2025Q1: 425,695 shares; 2025Q2: 619,500 shares; 2025Q3: 509,748 shares; 2025Q4: 561,987 shares; 2026Q1: 461,272 shares 461,272 $31.4M 0.11% -100,715 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,895 shares; 2024Q4: 10,306 shares; 2025Q1: 5,277 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 684,259 shares 684,259 $31.3M 0.11% new 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: 371,865 shares; 2024Q4: 436,861 shares; 2025Q1: 417,503 shares; 2025Q2: 399,318 shares; 2025Q3: 427,747 shares; 2025Q4: 458,904 shares; 2026Q1: 459,466 shares 459,466 $31M 0.11% +562 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: 94,504 shares; 2024Q4: 111,934 shares; 2025Q1: 135,975 shares; 2025Q2: 104,490 shares; 2025Q3: 89,936 shares; 2025Q4: 92,425 shares; 2026Q1: 311,758 shares 311,758 $31M 0.11% +219,333 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 803,126 shares; 2024Q4: 844,722 shares; 2025Q1: 658,540 shares; 2025Q2: 683,764 shares; 2025Q3: 699,613 shares; 2025Q4: 738,575 shares; 2026Q1: 778,052 shares 778,052 $31M 0.11% +39,477 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: 3,548 shares; 2024Q4: 90,886 shares; 2025Q1: 130,240 shares; 2025Q2: 170,961 shares; 2025Q3: 860,530 shares; 2025Q4: 1,102,266 shares; 2026Q1: 1,175,481 shares 1,175,481 $30.9M 0.11% +73,215 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: 197,212 shares; 2024Q4: 193,656 shares; 2025Q1: 193,026 shares; 2025Q2: 192,006 shares; 2025Q3: 191,330 shares; 2025Q4: 196,426 shares; 2026Q1: 216,720 shares 216,720 $30.9M 0.11% +20,294 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,270 shares; 2025Q2: 216,614 shares; 2025Q3: 216,578 shares; 2025Q4: 204,609 shares; 2026Q1: 293,441 shares 293,441 $30.8M 0.11% +88,832 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: 118,746 shares; 2024Q4: 118,647 shares; 2025Q1: 113,858 shares; 2025Q2: 115,832 shares; 2025Q3: 114,527 shares; 2025Q4: 109,694 shares; 2026Q1: 101,898 shares 101,898 $30.8M 0.11% -7,796 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: 264,195 shares; 2024Q4: 363,142 shares; 2025Q1: 294,175 shares; 2025Q2: 475,953 shares; 2025Q3: 523,474 shares; 2025Q4: 511,360 shares; 2026Q1: 553,800 shares 553,800 $30.7M 0.11% +42,440 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,694 shares; 2024Q4: 9,199 shares; 2025Q1: 9,238 shares; 2025Q2: 12,650 shares; 2025Q3: 13,935 shares; 2025Q4: 11,385 shares; 2026Q1: 63,311 shares 63,311 $30.7M 0.11% +51,926 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,147 shares; 2024Q4: 235,737 shares; 2025Q1: 237,957 shares; 2025Q2: 232,380 shares; 2025Q3: 179,388 shares; 2025Q4: 239,708 shares; 2026Q1: 419,362 shares 419,362 $30.5M 0.11% +179,654 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: 20,052 shares; 2024Q4: 21,986 shares; 2025Q1: 167,833 shares; 2025Q2: 256,235 shares; 2025Q3: 443,328 shares; 2025Q4: 482,215 shares; 2026Q1: 94,356 shares 94,356 $30M 0.11% -387,859 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: 86,438 shares; 2024Q4: 95,420 shares; 2025Q1: 89,670 shares; 2025Q2: 75,567 shares; 2025Q3: 92,792 shares; 2025Q4: 159,948 shares; 2026Q1: 119,374 shares 119,374 $29.9M 0.11% -40,574 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: 13,721 shares; 2024Q4: 30,329 shares; 2025Q1: 31,203 shares; 2025Q2: 32,163 shares; 2025Q3: 57,171 shares; 2025Q4: 107,162 shares; 2026Q1: 215,433 shares 215,433 $29.8M 0.11% +108,271 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: 96,879 shares; 2024Q4: 95,461 shares; 2025Q1: 88,688 shares; 2025Q2: 92,630 shares; 2025Q3: 112,628 shares; 2025Q4: 246,200 shares; 2026Q1: 223,940 shares 223,940 $29.8M 0.11% -22,260 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: 38,283 shares; 2024Q4: 41,398 shares; 2025Q1: 100,698 shares; 2025Q2: 205,736 shares; 2025Q3: 230,204 shares; 2025Q4: 177,769 shares; 2026Q1: 285,672 shares 285,672 $29.5M 0.11% +107,903 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: 448,313 shares; 2024Q4: 419,106 shares; 2025Q1: 514,102 shares; 2025Q2: 564,782 shares; 2025Q3: 564,044 shares; 2025Q4: 567,085 shares; 2026Q1: 521,742 shares 521,742 $29.5M 0.11% -45,343 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 382,693 shares; 2024Q4: 406,273 shares; 2025Q1: 422,755 shares; 2025Q2: 443,975 shares; 2025Q3: 474,619 shares; 2025Q4: 404,117 shares; 2026Q1: 557,518 shares 557,518 $29.3M 0.11% +153,401 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: 457,262 shares; 2024Q4: 524,927 shares; 2025Q1: 689,099 shares; 2025Q2: 742,212 shares; 2025Q3: 804,191 shares; 2025Q4: 823,731 shares; 2026Q1: 830,234 shares 830,234 $29.3M 0.11% +6,503 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: 138,412 shares; 2024Q4: 151,640 shares; 2025Q1: 160,351 shares; 2025Q2: 163,598 shares; 2025Q3: 192,667 shares; 2025Q4: 223,151 shares; 2026Q1: 223,319 shares 223,319 $29.2M 0.11% +168 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: 13,362 shares; 2024Q4: 13,136 shares; 2025Q1: 20,354 shares; 2025Q2: 21,158 shares; 2025Q3: 20,027 shares; 2025Q4: 20,268 shares; 2026Q1: 19,824 shares 19,824 $29.2M 0.11% -444 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: 195,022 shares; 2024Q4: 191,250 shares; 2025Q1: 166,240 shares; 2025Q2: 184,434 shares; 2025Q3: 208,387 shares; 2025Q4: 214,013 shares; 2026Q1: 195,406 shares 195,406 $28.6M 0.1% -18,607 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: 439,342 shares; 2024Q4: 927,418 shares; 2025Q1: 940,551 shares; 2025Q2: 840,628 shares; 2025Q3: 941,057 shares; 2025Q4: 1,052,607 shares; 2026Q1: 921,498 shares 921,498 $28.3M 0.1% -131,109 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: 118,777 shares; 2024Q4: 124,336 shares; 2025Q1: 130,167 shares; 2025Q2: 195,867 shares; 2025Q3: 198,762 shares; 2025Q4: 207,568 shares; 2026Q1: 249,004 shares 249,004 $28.2M 0.1% +41,436 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: 154,079 shares; 2024Q4: 171,826 shares; 2025Q1: 175,634 shares; 2025Q2: 190,662 shares; 2025Q3: 202,666 shares; 2025Q4: 289,168 shares; 2026Q1: 270,877 shares 270,877 $27.8M 0.1% -18,291 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: 19,383 shares; 2024Q4: 19,172 shares; 2025Q1: 18,565 shares; 2025Q2: 24,336 shares; 2025Q3: 37,624 shares; 2025Q4: 37,300 shares; 2026Q1: 39,379 shares 39,379 $27.5M 0.1% +2,079 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: 476,845 shares; 2024Q4: 562,274 shares; 2025Q1: 674,357 shares; 2025Q2: 478,412 shares; 2025Q3: 557,334 shares; 2025Q4: 622,753 shares; 2026Q1: 600,975 shares 600,975 $27.4M 0.1% -21,778 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: 355,277 shares; 2024Q4: 403,858 shares; 2025Q1: 415,187 shares; 2025Q2: 425,105 shares; 2025Q3: 421,755 shares; 2025Q4: 471,404 shares; 2026Q1: 442,773 shares 442,773 $27.2M 0.1% -28,631 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 710,275 shares; 2024Q4: 710,122 shares; 2025Q1: 689,450 shares; 2025Q2: 755,162 shares; 2025Q3: 905,180 shares; 2025Q4: 1,046,723 shares; 2026Q1: 1,114,439 shares 1,114,439 $27M 0.1% +67,716 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: 348,726 shares; 2024Q4: 364,102 shares; 2025Q1: 358,362 shares; 2025Q2: 410,722 shares; 2025Q3: 410,612 shares; 2025Q4: 474,480 shares; 2026Q1: 573,759 shares 573,759 $27M 0.1% +99,279 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: 9,113 shares; 2024Q4: 8,588 shares; 2025Q1: 5,361 shares; 2025Q2: 10,194 shares; 2025Q3: 18,538 shares; 2025Q4: 40,379 shares; 2026Q1: 99,548 shares 99,548 $26.9M 0.1% +59,169 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316,180 shares; 2024Q4: 316,524 shares; 2025Q1: 328,266 shares; 2025Q2: 419,015 shares; 2025Q3: 440,622 shares; 2025Q4: 531,069 shares; 2026Q1: 511,255 shares 511,255 $26.7M 0.1% -19,814 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: 109,882 shares; 2024Q4: 111,123 shares; 2025Q1: 161,279 shares; 2025Q2: 151,014 shares; 2025Q3: 258,173 shares; 2025Q4: 257,497 shares; 2026Q1: 271,887 shares 271,887 $26.3M 0.09% +14,390 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: 104,987 shares; 2024Q4: 139,918 shares; 2025Q1: 141,961 shares; 2025Q2: 139,217 shares; 2025Q3: 149,393 shares; 2025Q4: 190,432 shares; 2026Q1: 198,620 shares 198,620 $26.2M 0.09% +8,188 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 213,150 shares; 2024Q4: 209,796 shares; 2025Q1: 206,918 shares; 2025Q2: 196,991 shares; 2025Q3: 259,716 shares; 2025Q4: 279,644 shares; 2026Q1: 288,746 shares 288,746 $26.1M 0.09% +9,102 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: 191,509 shares; 2024Q4: 117,436 shares; 2025Q1: 109,448 shares; 2025Q2: 93,987 shares; 2025Q3: 106,691 shares; 2025Q4: 112,429 shares; 2026Q1: 105,307 shares 105,307 $26.1M 0.09% -7,122 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: 109,130 shares; 2024Q4: 135,498 shares; 2025Q1: 120,388 shares; 2025Q2: 108,000 shares; 2025Q3: 111,457 shares; 2025Q4: 126,357 shares; 2026Q1: 122,070 shares 122,070 $26.1M 0.09% -4,287 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: not reported; 2025Q2: 429,848 shares; 2025Q3: 498,122 shares; 2025Q4: 745,919 shares; 2026Q1: 854,249 shares 854,249 $26.1M 0.09% +108,330 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: 30,831 shares; 2024Q4: 27,719 shares; 2025Q1: 16,995 shares; 2025Q2: 31,787 shares; 2025Q3: 66,509 shares; 2025Q4: 68,726 shares; 2026Q1: 67,884 shares 67,884 $26M 0.09% -842 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: 183,800 shares; 2024Q4: 176,227 shares; 2025Q1: 182,529 shares; 2025Q2: 202,346 shares; 2025Q3: 207,178 shares; 2025Q4: 299,318 shares; 2026Q1: 260,616 shares 260,616 $25.3M 0.09% -38,702 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: 33,679 shares; 2024Q4: 35,889 shares; 2025Q1: 33,822 shares; 2025Q2: 37,550 shares; 2025Q3: 37,571 shares; 2025Q4: 40,637 shares; 2026Q1: 41,786 shares 41,786 $25.3M 0.09% +1,149 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 632,117 shares; 2024Q4: 631,335 shares; 2025Q1: 747,346 shares; 2025Q2: 688,608 shares; 2025Q3: 949,500 shares; 2025Q4: 1,134,774 shares; 2026Q1: 1,148,770 shares 1,148,770 $25.1M 0.09% +13,996 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,578 shares; 2024Q4: 93,568 shares; 2025Q1: 110,058 shares; 2025Q2: 283,086 shares; 2025Q3: 462,480 shares; 2025Q4: 477,814 shares; 2026Q1: 487,353 shares 487,353 $24.6M 0.09% +9,539 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: 102,821 shares; 2024Q4: 104,282 shares; 2025Q1: 130,823 shares; 2025Q2: 131,739 shares; 2025Q3: 133,746 shares; 2025Q4: 149,380 shares; 2026Q1: 296,762 shares 296,762 $24.5M 0.09% +147,382 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 922,334 shares; 2024Q4: 963,198 shares; 2025Q1: 945,737 shares; 2025Q2: 874,010 shares; 2025Q3: 1,136,720 shares; 2025Q4: 1,195,846 shares; 2026Q1: 1,170,337 shares 1,170,337 $24.5M 0.09% -25,509 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: 390,187 shares; 2024Q4: 452,748 shares; 2025Q1: 497,165 shares; 2025Q2: 520,716 shares; 2025Q3: 601,091 shares; 2025Q4: 612,797 shares; 2026Q1: 492,279 shares 492,279 $24.3M 0.09% -120,518 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 220,107 shares; 2025Q4: 331,286 shares; 2026Q1: 475,614 shares 475,614 $24M 0.09% +144,328 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: 158,897 shares; 2024Q4: 170,505 shares; 2025Q1: 156,968 shares; 2025Q2: 163,240 shares; 2025Q3: 166,630 shares; 2025Q4: 374,199 shares; 2026Q1: 492,191 shares 492,191 $23.9M 0.09% +117,992 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: 40,679 shares; 2024Q4: 44,285 shares; 2025Q1: 43,324 shares; 2025Q2: 43,174 shares; 2025Q3: 47,229 shares; 2025Q4: 97,809 shares; 2026Q1: 79,745 shares 79,745 $23.8M 0.09% -18,064 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: 225,959 shares; 2024Q4: 560,585 shares; 2025Q1: 870,693 shares; 2025Q2: 786,268 shares; 2025Q3: 857,355 shares; 2025Q4: 976,959 shares; 2026Q1: 954,146 shares 954,146 $23.6M 0.09% -22,813 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,578 shares; 2024Q4: 92,100 shares; 2025Q1: 91,951 shares; 2025Q2: 120,753 shares; 2025Q3: 177,884 shares; 2025Q4: 240,942 shares; 2026Q1: 237,591 shares 237,591 $23.4M 0.08% -3,351 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: 116,177 shares; 2024Q4: 249,375 shares; 2025Q1: 225,742 shares; 2025Q2: 219,603 shares; 2025Q3: 205,759 shares; 2025Q4: 197,425 shares; 2026Q1: 218,305 shares 218,305 $23.2M 0.08% +20,880 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: 38,965 shares; 2024Q4: 52,034 shares; 2025Q1: 68,525 shares; 2025Q2: 67,428 shares; 2025Q3: 105,078 shares; 2025Q4: 146,891 shares; 2026Q1: 208,896 shares 208,896 $23.1M 0.08% +62,005 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: 152,944 shares; 2024Q4: 151,058 shares; 2025Q1: 155,188 shares; 2025Q2: 174,919 shares; 2025Q3: 212,255 shares; 2025Q4: 220,439 shares; 2026Q1: 205,822 shares 205,822 $22.8M 0.08% -14,617 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 576,180 shares; 2025Q3: 595,708 shares; 2025Q4: 657,916 shares; 2026Q1: 719,193 shares 719,193 $22.7M 0.08% +61,277 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: 120,598 shares; 2024Q4: 124,327 shares; 2025Q1: 123,207 shares; 2025Q2: 115,115 shares; 2025Q3: 108,795 shares; 2025Q4: 111,936 shares; 2026Q1: 83,019 shares 83,019 $22.5M 0.08% -28,917 Timeline CORP 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: 36,332 shares; 2024Q4: 64,383 shares; 2025Q1: 128,314 shares; 2025Q2: 144,274 shares; 2025Q3: 179,925 shares; 2025Q4: 170,196 shares; 2026Q1: 228,881 shares 228,881 $22.2M 0.08% +58,685 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 567,304 shares; 2024Q4: 566,836 shares; 2025Q1: 721,022 shares; 2025Q2: 827,243 shares; 2025Q3: 717,085 shares; 2025Q4: 793,721 shares; 2026Q1: 851,455 shares 851,455 $21.9M 0.08% +57,734 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: 17,942 shares; 2024Q4: 19,139 shares; 2025Q1: 17,691 shares; 2025Q2: 18,758 shares; 2025Q3: 20,441 shares; 2025Q4: 73,255 shares; 2026Q1: 38,873 shares 38,873 $21.9M 0.08% -34,382 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: 98,035 shares; 2024Q4: 132,910 shares; 2025Q1: 167,589 shares; 2025Q2: 151,821 shares; 2025Q3: 146,972 shares; 2025Q4: 167,246 shares; 2026Q1: 197,714 shares 197,714 $21.8M 0.08% +30,468 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 505,750 shares; 2025Q3: 562,657 shares; 2025Q4: 675,728 shares; 2026Q1: 743,518 shares 743,518 $21.8M 0.08% +67,790 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: 305,628 shares; 2024Q4: 360,892 shares; 2025Q1: 376,551 shares; 2025Q2: 389,455 shares; 2025Q3: 468,675 shares; 2025Q4: 439,963 shares; 2026Q1: 402,357 shares 402,357 $21.8M 0.08% -37,606 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: 238,174 shares; 2024Q4: 267,165 shares; 2025Q1: 290,718 shares; 2025Q2: 291,836 shares; 2025Q3: 297,626 shares; 2025Q4: 355,273 shares; 2026Q1: 329,804 shares 329,804 $21.8M 0.08% -25,469 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306,656 shares; 2024Q4: 312,954 shares; 2025Q1: 455,622 shares; 2025Q2: 375,894 shares; 2025Q3: 335,681 shares; 2025Q4: 405,841 shares; 2026Q1: 428,809 shares 428,809 $21.7M 0.08% +22,968 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: 9,416 shares; 2024Q4: 10,249 shares; 2025Q1: 18,910 shares; 2025Q2: 30,017 shares; 2025Q3: 42,401 shares; 2025Q4: 164,475 shares; 2026Q1: 462,091 shares 462,091 $21.6M 0.08% +297,616 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: 43,631 shares; 2024Q4: 49,923 shares; 2025Q1: 48,729 shares; 2025Q2: 51,968 shares; 2025Q3: 73,180 shares; 2025Q4: 84,250 shares; 2026Q1: 93,509 shares 93,509 $21.5M 0.08% +9,259 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 407,011 shares; 2024Q4: 257,252 shares; 2025Q1: 290,366 shares; 2025Q2: 349,075 shares; 2025Q3: 372,887 shares; 2025Q4: 395,324 shares; 2026Q1: 400,587 shares 400,587 $21.4M 0.08% +5,263 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: 10,081 shares; 2024Q4: 11,031 shares; 2025Q1: 10,824 shares; 2025Q2: 11,383 shares; 2025Q3: 13,271 shares; 2025Q4: 15,998 shares; 2026Q1: 15,980 shares 15,980 $21.1M 0.08% -18 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,431 shares; 2024Q4: 35,310 shares; 2025Q1: 167,816 shares; 2025Q2: 125,946 shares; 2025Q3: 831,739 shares; 2025Q4: 860,213 shares; 2026Q1: 829,662 shares 829,662 $21M 0.08% -30,551 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,260 shares; 2024Q4: 195,169 shares; 2025Q1: 196,558 shares; 2025Q2: 198,395 shares; 2025Q3: 205,261 shares; 2025Q4: 213,948 shares; 2026Q1: 102,024 shares 102,024 $20.7M 0.07% -111,924 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: 70,453 shares; 2024Q4: 102,632 shares; 2025Q1: 117,876 shares; 2025Q2: 152,419 shares; 2025Q3: 151,194 shares; 2025Q4: 171,648 shares; 2026Q1: 172,155 shares 172,155 $20.4M 0.07% +507 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: 84,350 shares; 2024Q4: 98,897 shares; 2025Q1: 117,735 shares; 2025Q2: 111,310 shares; 2025Q3: 371,423 shares; 2025Q4: 402,912 shares; 2026Q1: 158,124 shares 158,124 $20.4M 0.07% -244,788 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: 15,112 shares; 2024Q4: 78,841 shares; 2025Q1: 149,863 shares; 2025Q2: 168,995 shares; 2025Q3: 191,895 shares; 2025Q4: 204,723 shares; 2026Q1: 249,118 shares 249,118 $20.1M 0.07% +44,395 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: 579,033 shares; 2024Q4: 414,555 shares; 2025Q1: 462,884 shares; 2025Q2: 560,673 shares; 2025Q3: 625,498 shares; 2025Q4: 708,660 shares; 2026Q1: 712,319 shares 712,319 $20M 0.07% +3,659 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297,002 shares; 2024Q4: 322,352 shares; 2025Q1: 346,251 shares; 2025Q2: 362,453 shares; 2025Q3: 382,111 shares; 2025Q4: 414,789 shares; 2026Q1: 445,626 shares 445,626 $20M 0.07% +30,837 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: 761,866 shares; 2024Q4: 985,632 shares; 2025Q1: 1,183,008 shares; 2025Q2: 1,273,119 shares; 2025Q3: 594,360 shares; 2025Q4: 602,631 shares; 2026Q1: 675,477 shares 675,477 $19.9M 0.07% +72,846 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,652 shares; 2024Q4: 3,595 shares; 2025Q1: 3,595 shares; 2025Q2: 3,595 shares; 2025Q3: 748,453 shares; 2025Q4: 883,775 shares; 2026Q1: 855,270 shares 855,270 $19.9M 0.07% -28,505 Timeline FTSM 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: 338,385 shares; 2024Q4: 342,257 shares; 2025Q1: 293,995 shares; 2025Q2: 327,247 shares; 2025Q3: 263,818 shares; 2025Q4: 346,908 shares; 2026Q1: 332,805 shares 332,805 $19.9M 0.07% -14,103 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,661 shares; 2024Q4: 237,215 shares; 2025Q1: 227,306 shares; 2025Q2: 204,764 shares; 2025Q3: 198,724 shares; 2025Q4: 750,929 shares; 2026Q1: 785,064 shares 785,064 $19.9M 0.07% +34,135 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: 50,373 shares; 2024Q4: 53,118 shares; 2025Q1: 55,161 shares; 2025Q2: 58,356 shares; 2025Q3: 54,742 shares; 2025Q4: 59,645 shares; 2026Q1: 67,317 shares 67,317 $19.9M 0.07% +7,672 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,500 shares; 2024Q4: 87,111 shares; 2025Q1: 85,800 shares; 2025Q2: 88,082 shares; 2025Q3: 83,356 shares; 2025Q4: 89,228 shares; 2026Q1: 81,088 shares 81,088 $19.8M 0.07% -8,140 Timeline IFV 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: 475,399 shares; 2024Q4: 491,096 shares; 2025Q1: 101,988 shares; 2025Q2: 121,812 shares; 2025Q3: 529,361 shares; 2025Q4: 520,812 shares; 2026Q1: 782,569 shares 782,569 $19.8M 0.07% +261,757 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: 12,736 shares; 2024Q4: 12,442 shares; 2025Q1: 20,815 shares; 2025Q2: 22,557 shares; 2025Q3: 21,673 shares; 2025Q4: 25,836 shares; 2026Q1: 42,683 shares 42,683 $19.7M 0.07% +16,847 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,406 shares; 2024Q4: 126,776 shares; 2025Q1: 131,599 shares; 2025Q2: 132,079 shares; 2025Q3: 123,904 shares; 2025Q4: 155,116 shares; 2026Q1: 150,195 shares 150,195 $19.7M 0.07% -4,921 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: 101,315 shares; 2024Q4: 125,760 shares; 2025Q1: 137,903 shares; 2025Q2: 144,689 shares; 2025Q3: 152,876 shares; 2025Q4: 272,644 shares; 2026Q1: 203,028 shares 203,028 $19.6M 0.07% -69,616 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,355,006 shares; 2024Q4: 1,229,580 shares; 2025Q1: 1,081,377 shares; 2025Q2: 1,061,296 shares; 2025Q3: 877,262 shares; 2025Q4: 636,517 shares; 2026Q1: 550,086 shares 550,086 $19.5M 0.07% -86,431 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265,611 shares; 2024Q4: 268,362 shares; 2025Q1: 289,409 shares; 2025Q2: 309,900 shares; 2025Q3: 306,104 shares; 2025Q4: 321,010 shares; 2026Q1: 389,763 shares 389,763 $19.4M 0.07% +68,753 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 17 shares; 2025Q3: 18 shares; 2025Q4: 27 shares; 2026Q1: 27 shares 27 $19.4M 0.07% 0 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,117 shares; 2024Q4: 179,874 shares; 2025Q1: 271,318 shares; 2025Q2: 315,466 shares; 2025Q3: 459,273 shares; 2025Q4: 313,540 shares; 2026Q1: 300,827 shares 300,827 $19.3M 0.07% -12,713 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: 115,321 shares; 2024Q4: 109,630 shares; 2025Q1: 109,683 shares; 2025Q2: 130,622 shares; 2025Q3: 153,468 shares; 2025Q4: 366,383 shares; 2026Q1: 421,475 shares 421,475 $19.3M 0.07% +55,092 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: 463,929 shares; 2024Q4: 415,675 shares; 2025Q1: 206,808 shares; 2025Q2: 220,005 shares; 2025Q3: 209,684 shares; 2025Q4: 235,986 shares; 2026Q1: 222,662 shares 222,662 $19.3M 0.07% -13,324 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: 201,878 shares; 2024Q4: 224,404 shares; 2025Q1: 379,718 shares; 2025Q2: 431,519 shares; 2025Q3: 355,251 shares; 2025Q4: 325,987 shares; 2026Q1: 265,801 shares 265,801 $19.1M 0.07% -60,186 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 371,735 shares; 2024Q4: 305,410 shares; 2025Q1: 359,558 shares; 2025Q2: 265,014 shares; 2025Q3: 355,727 shares; 2025Q4: 243,675 shares; 2026Q1: 207,950 shares 207,950 $19.1M 0.07% -35,725 Timeline BLACKROCK CORE BD TR BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD 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: 477,384 shares 477,384 $18.7M 0.07% new BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,592 shares; 2024Q4: 75,935 shares; 2025Q1: 83,874 shares; 2025Q2: 101,184 shares; 2025Q3: 113,479 shares; 2025Q4: 124,914 shares; 2026Q1: 149,084 shares 149,084 $18.7M 0.07% +24,170 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: 101,582 shares; 2024Q4: 501,755 shares; 2025Q1: 469,748 shares; 2025Q2: 645,962 shares; 2025Q3: 769,125 shares; 2025Q4: 672,852 shares; 2026Q1: 641,883 shares 641,883 $18.7M 0.07% -30,969 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: 335,783 shares; 2024Q4: 270,841 shares; 2025Q1: 257,153 shares; 2025Q2: 251,623 shares; 2025Q3: 236,165 shares; 2025Q4: 230,028 shares; 2026Q1: 233,199 shares 233,199 $18.5M 0.07% +3,171 Timeline MINO 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: 119,632 shares; 2024Q4: 122,285 shares; 2025Q1: 135,517 shares; 2025Q2: 173,656 shares; 2025Q3: 173,825 shares; 2025Q4: 203,572 shares; 2026Q1: 409,175 shares 409,175 $18.5M 0.07% +205,603 Timeline FDNI 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: 247,183 shares; 2024Q4: 247,758 shares; 2025Q1: 252,415 shares; 2025Q2: 261,410 shares; 2025Q3: 262,958 shares; 2025Q4: 289,960 shares; 2026Q1: 677,183 shares 677,183 $18.4M 0.07% +387,223 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: 47,006 shares; 2024Q4: 140,151 shares; 2025Q1: 315,832 shares; 2025Q2: 516,704 shares; 2025Q3: 743,994 shares; 2025Q4: 447,004 shares; 2026Q1: 477,809 shares 477,809 $18.4M 0.07% +30,805 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,455 shares; 2024Q4: 640,145 shares; 2025Q1: 643,959 shares; 2025Q2: 613,506 shares; 2025Q3: 634,339 shares; 2025Q4: 723,911 shares; 2026Q1: 757,080 shares 757,080 $18.4M 0.07% +33,169 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: 138,563 shares; 2024Q4: 134,915 shares; 2025Q1: 125,445 shares; 2025Q2: 130,347 shares; 2025Q3: 135,577 shares; 2025Q4: 170,095 shares; 2026Q1: 202,714 shares 202,714 $18.3M 0.07% +32,619 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,786 shares; 2024Q4: 190,559 shares; 2025Q1: 220,548 shares; 2025Q2: 374,558 shares; 2025Q3: 323,524 shares; 2025Q4: 163,676 shares; 2026Q1: 182,345 shares 182,345 $18.3M 0.07% +18,669 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,295 shares; 2024Q4: 115,579 shares; 2025Q1: 156,055 shares; 2025Q2: 181,824 shares; 2025Q3: 188,800 shares; 2025Q4: 216,930 shares; 2026Q1: 167,322 shares 167,322 $18.2M 0.07% -49,608 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: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 427,447 shares; 2026Q1: 406,404 shares 406,404 $18.2M 0.07% -21,043 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: 9,149 shares; 2024Q4: 10,291 shares; 2025Q1: 8,312 shares; 2025Q2: 8,865 shares; 2025Q3: 10,058 shares; 2025Q4: 17,648 shares; 2026Q1: 26,383 shares 26,383 $18M 0.07% +8,735 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,657 shares; 2024Q4: 16,323 shares; 2025Q1: 12,608 shares; 2025Q2: 12,503 shares; 2025Q3: 13,464 shares; 2025Q4: 43,278 shares; 2026Q1: 43,169 shares 43,169 $18M 0.06% -109 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 557,622 shares; 2024Q4: 559,435 shares; 2025Q1: 569,568 shares; 2025Q2: 615,172 shares; 2025Q3: 645,225 shares; 2025Q4: 686,728 shares; 2026Q1: 699,515 shares 699,515 $17.9M 0.06% +12,787 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: 40,683 shares; 2024Q4: 83,453 shares; 2025Q1: 159,562 shares; 2025Q2: 187,592 shares; 2025Q3: 163,826 shares; 2025Q4: 172,374 shares; 2026Q1: 211,225 shares 211,225 $17.9M 0.06% +38,851 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: 61,394 shares; 2024Q4: 63,682 shares; 2025Q1: 57,872 shares; 2025Q2: 56,459 shares; 2025Q3: 61,652 shares; 2025Q4: 90,874 shares; 2026Q1: 92,105 shares 92,105 $17.9M 0.06% +1,231 Timeline ZALT 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: 36,517 shares; 2024Q4: 276,862 shares; 2025Q1: 358,355 shares; 2025Q2: 422,343 shares; 2025Q3: 447,772 shares; 2025Q4: 541,860 shares; 2026Q1: 550,618 shares 550,618 $17.9M 0.06% +8,758 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: 966,045 shares; 2024Q4: 1,013,030 shares; 2025Q1: 880,716 shares; 2025Q2: 824,798 shares; 2025Q3: 727,889 shares; 2025Q4: 585,714 shares; 2026Q1: 508,902 shares 508,902 $17.8M 0.06% -76,812 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 548,152 shares; 2024Q4: 557,636 shares; 2025Q1: 507,774 shares; 2025Q2: 521,271 shares; 2025Q3: 762,495 shares; 2025Q4: 796,380 shares; 2026Q1: 759,103 shares 759,103 $17.8M 0.06% -37,277 Timeline FTXL 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: 211,453 shares; 2024Q4: 26,445 shares; 2025Q1: 16,126 shares; 2025Q2: 13,515 shares; 2025Q3: 8,792 shares; 2025Q4: 136,707 shares; 2026Q1: 120,639 shares 120,639 $17.8M 0.06% -16,068 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 384,868 shares; 2025Q4: 480,631 shares; 2026Q1: 588,682 shares 588,682 $17.7M 0.06% +108,051 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 895,056 shares; 2024Q4: 894,419 shares; 2025Q1: 905,693 shares; 2025Q2: 795,236 shares; 2025Q3: 730,676 shares; 2025Q4: 530,784 shares; 2026Q1: 480,081 shares 480,081 $17.6M 0.06% -50,703 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: not reported; 2025Q2: 460,367 shares; 2025Q3: 475,779 shares; 2025Q4: 483,756 shares; 2026Q1: 527,417 shares 527,417 $17.5M 0.06% +43,661 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: 70,435 shares; 2024Q4: 103,709 shares; 2025Q1: 135,059 shares; 2025Q2: 186,460 shares; 2025Q3: 187,068 shares; 2025Q4: 209,981 shares; 2026Q1: 225,940 shares 225,940 $17.4M 0.06% +15,959 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,885 shares; 2024Q4: 222,104 shares; 2025Q1: 215,548 shares; 2025Q2: 218,803 shares; 2025Q3: 230,061 shares; 2025Q4: 238,329 shares; 2026Q1: 82,734 shares 82,734 $17.4M 0.06% -155,595 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: 140,355 shares; 2025Q1: 89,105 shares; 2025Q2: 295,097 shares; 2025Q3: 464,744 shares; 2025Q4: 683,497 shares; 2026Q1: 721,492 shares 721,492 $17.2M 0.06% +37,995 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: 204,966 shares; 2024Q4: 213,219 shares; 2025Q1: 202,550 shares; 2025Q2: 225,542 shares; 2025Q3: 315,421 shares; 2025Q4: 343,075 shares; 2026Q1: 292,559 shares 292,559 $17.2M 0.06% -50,516 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: 214,472 shares; 2024Q4: 220,058 shares; 2025Q1: 167,752 shares; 2025Q2: 153,799 shares; 2025Q3: 253,484 shares; 2025Q4: 255,621 shares; 2026Q1: 251,102 shares 251,102 $17.2M 0.06% -4,519 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: 128,015 shares; 2024Q4: 130,397 shares; 2025Q1: 133,740 shares; 2025Q2: 288,673 shares; 2025Q3: 294,677 shares; 2025Q4: 394,075 shares; 2026Q1: 325,921 shares 325,921 $17.1M 0.06% -68,154 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,592 shares; 2024Q4: 177,969 shares; 2025Q1: 170,356 shares; 2025Q2: 169,485 shares; 2025Q3: 166,502 shares; 2025Q4: 187,453 shares; 2026Q1: 184,242 shares 184,242 $17.1M 0.06% -3,211 Timeline BUFS 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: 146,348 shares; 2024Q4: 250,997 shares; 2025Q1: 364,899 shares; 2025Q2: 469,361 shares; 2025Q3: 573,691 shares; 2025Q4: 688,471 shares; 2026Q1: 734,326 shares 734,326 $16.9M 0.06% +45,855 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: 72,553 shares; 2024Q4: 78,419 shares; 2025Q1: 82,276 shares; 2025Q2: 77,099 shares; 2025Q3: 77,110 shares; 2025Q4: 78,283 shares; 2026Q1: 82,129 shares 82,129 $16.9M 0.06% +3,846 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: 130,286 shares; 2024Q4: 119,811 shares; 2025Q1: 121,579 shares; 2025Q2: 144,224 shares; 2025Q3: 212,318 shares; 2025Q4: 224,382 shares; 2026Q1: 205,980 shares 205,980 $16.9M 0.06% -18,402 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: 72,760 shares; 2024Q4: 99,922 shares; 2025Q1: 83,819 shares; 2025Q2: 84,533 shares; 2025Q3: 91,657 shares; 2025Q4: 346,653 shares; 2026Q1: 409,321 shares 409,321 $16.8M 0.06% +62,668 Timeline BALT 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: 26,088 shares; 2024Q4: 40,445 shares; 2025Q1: 47,367 shares; 2025Q2: 97,208 shares; 2025Q3: 412,363 shares; 2025Q4: 599,928 shares; 2026Q1: 501,834 shares 501,834 $16.8M 0.06% -98,094 Timeline SOUTHSTATE BK CORP SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 143,832 shares 143,832 $16.6M 0.06% new XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,653 shares; 2024Q4: 241,745 shares; 2025Q1: 278,772 shares; 2025Q2: 285,889 shares; 2025Q3: 288,593 shares; 2025Q4: 265,772 shares; 2026Q1: 287,644 shares 287,644 $16.6M 0.06% +21,872 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 556,662 shares; 2024Q4: 585,089 shares; 2025Q1: 559,157 shares; 2025Q2: 784,442 shares; 2025Q3: 802,583 shares; 2025Q4: 846,622 shares; 2026Q1: 860,407 shares 860,407 $16.6M 0.06% +13,785 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: 52,727 shares; 2024Q4: 48,625 shares; 2025Q1: 50,142 shares; 2025Q2: 49,443 shares; 2025Q3: 50,381 shares; 2025Q4: 45,032 shares; 2026Q1: 57,052 shares 57,052 $16.6M 0.06% +12,020 Timeline SPHB 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: 10,426 shares; 2024Q4: 9,211 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 141,161 shares 141,161 $16.4M 0.06% +141,109 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: not reported; 2024Q4: 53,293 shares; 2025Q1: 74,880 shares; 2025Q2: 72,915 shares; 2025Q3: 205,365 shares; 2025Q4: 231,374 shares; 2026Q1: 301,353 shares 301,353 $16.2M 0.06% +69,979 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: 149,365 shares; 2024Q4: 149,941 shares; 2025Q1: 155,466 shares; 2025Q2: 168,522 shares; 2025Q3: 189,471 shares; 2025Q4: 282,578 shares; 2026Q1: 83,996 shares 83,996 $16.2M 0.06% -198,582 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: 23,194 shares; 2025Q1: 68,572 shares; 2025Q2: 88,062 shares; 2025Q3: 95,343 shares; 2025Q4: 104,267 shares; 2026Q1: 121,143 shares 121,143 $16.1M 0.06% +16,876 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: 31,146 shares; 2024Q4: 52,711 shares; 2025Q1: 92,891 shares; 2025Q2: 126,286 shares; 2025Q3: 145,574 shares; 2025Q4: 143,466 shares; 2026Q1: 145,787 shares 145,787 $16.1M 0.06% +2,321 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: 64,160 shares; 2024Q4: 94,253 shares; 2025Q1: 69,698 shares; 2025Q2: 70,850 shares; 2025Q3: 77,915 shares; 2025Q4: 88,716 shares; 2026Q1: 99,158 shares 99,158 $16M 0.06% +10,442 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,609 shares; 2024Q4: 68,846 shares; 2025Q1: 72,041 shares; 2025Q2: 73,532 shares; 2025Q3: 71,877 shares; 2025Q4: 74,710 shares; 2026Q1: 178,628 shares 178,628 $16M 0.06% +103,918 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: 28,114 shares; 2024Q4: 29,900 shares; 2025Q1: 26,846 shares; 2025Q2: 30,361 shares; 2025Q3: 32,309 shares; 2025Q4: 99,779 shares; 2026Q1: 36,898 shares 36,898 $16M 0.06% -62,881 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: 148,435 shares; 2024Q4: 160,061 shares; 2025Q1: 168,981 shares; 2025Q2: 178,892 shares; 2025Q3: 199,082 shares; 2025Q4: 228,755 shares; 2026Q1: 212,296 shares 212,296 $15.9M 0.06% -16,459 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: 169,984 shares; 2024Q4: 198,656 shares; 2025Q1: 217,620 shares; 2025Q2: 136,203 shares; 2025Q3: 201,108 shares; 2025Q4: 209,321 shares; 2026Q1: 183,368 shares 183,368 $15.9M 0.06% -25,953 Timeline SPTL 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: 787,330 shares; 2024Q4: 848,319 shares; 2025Q1: 448,906 shares; 2025Q2: 405,527 shares; 2025Q3: 348,533 shares; 2025Q4: 491,675 shares; 2026Q1: 602,936 shares 602,936 $15.9M 0.06% +111,261 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: 51,676 shares; 2024Q4: 59,963 shares; 2025Q1: 44,535 shares; 2025Q2: 49,744 shares; 2025Q3: 50,205 shares; 2025Q4: 136,247 shares; 2026Q1: 141,030 shares 141,030 $15.8M 0.06% +4,783 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,423 shares; 2024Q4: 138,526 shares; 2025Q1: 148,829 shares; 2025Q2: 144,080 shares; 2025Q3: 142,172 shares; 2025Q4: 147,427 shares; 2026Q1: 143,968 shares 143,968 $15.8M 0.06% -3,459 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: 91,133 shares; 2024Q4: 94,140 shares; 2025Q1: 94,026 shares; 2025Q2: 96,843 shares; 2025Q3: 72,100 shares; 2025Q4: 84,317 shares; 2026Q1: 84,498 shares 84,498 $15.8M 0.06% +181 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: 71,753 shares; 2024Q4: 75,555 shares; 2025Q1: 67,344 shares; 2025Q2: 69,866 shares; 2025Q3: 56,370 shares; 2025Q4: 79,615 shares; 2026Q1: 79,518 shares 79,518 $15.8M 0.06% -97 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: 148,499 shares; 2024Q4: 173,687 shares; 2025Q1: 184,910 shares; 2025Q2: 188,153 shares; 2025Q3: 191,092 shares; 2025Q4: 209,429 shares; 2026Q1: 201,802 shares 201,802 $15.6M 0.06% -7,627 Timeline FTCB 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: 138,939 shares; 2025Q2: 194,246 shares; 2025Q3: 222,109 shares; 2025Q4: 221,404 shares; 2026Q1: 739,203 shares 739,203 $15.5M 0.06% +517,799 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: 71,663 shares; 2024Q4: 224,602 shares; 2025Q1: 241,608 shares; 2025Q2: 203,475 shares; 2025Q3: 205,550 shares; 2025Q4: 194,660 shares; 2026Q1: 191,632 shares 191,632 $15.4M 0.06% -3,028 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: 276,509 shares; 2024Q4: 311,494 shares; 2025Q1: 302,552 shares; 2025Q2: 314,987 shares; 2025Q3: 323,941 shares; 2025Q4: 337,542 shares; 2026Q1: 328,103 shares 328,103 $15.4M 0.06% -9,439 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,813 shares; 2024Q4: 122,804 shares; 2025Q1: 133,355 shares; 2025Q2: 131,524 shares; 2025Q3: 162,109 shares; 2025Q4: 152,875 shares; 2026Q1: 145,177 shares 145,177 $15.4M 0.06% -7,698 Timeline FXN 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: 45,988 shares; 2024Q4: 42,525 shares; 2025Q1: 42,494 shares; 2025Q2: 42,983 shares; 2025Q3: 38,532 shares; 2025Q4: 34,428 shares; 2026Q1: 684,027 shares 684,027 $15.4M 0.06% +649,599 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: 143,078 shares; 2025Q1: 127,146 shares; 2025Q2: 100,391 shares; 2025Q3: 118,109 shares; 2025Q4: 103,627 shares; 2026Q1: 124,424 shares 124,424 $15.3M 0.06% +20,797 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,958 shares; 2024Q4: 113,477 shares; 2025Q1: 126,751 shares; 2025Q2: 106,800 shares; 2025Q3: 118,353 shares; 2025Q4: 285,156 shares; 2026Q1: 100,741 shares 100,741 $15.1M 0.05% -184,415 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283,687 shares; 2024Q4: 291,819 shares; 2025Q1: 273,226 shares; 2025Q2: 399,341 shares; 2025Q3: 402,940 shares; 2025Q4: 378,125 shares; 2026Q1: 396,788 shares 396,788 $15M 0.05% +18,663 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: 110,130 shares; 2024Q4: 120,525 shares; 2025Q1: 99,316 shares; 2025Q2: 124,585 shares; 2025Q3: 115,412 shares; 2025Q4: 124,885 shares; 2026Q1: 109,894 shares 109,894 $14.9M 0.05% -14,991 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: 51,512 shares; 2024Q4: 58,058 shares; 2025Q1: 56,791 shares; 2025Q2: 75,472 shares; 2025Q3: 74,834 shares; 2025Q4: 67,208 shares; 2026Q1: 64,507 shares 64,507 $14.9M 0.05% -2,701 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: 114,298 shares; 2024Q4: 152,774 shares; 2025Q1: 119,728 shares; 2025Q2: 122,366 shares; 2025Q3: 123,272 shares; 2025Q4: 116,976 shares; 2026Q1: 104,455 shares 104,455 $14.8M 0.05% -12,521 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: 13,075 shares; 2024Q4: 13,059 shares; 2025Q1: 13,677 shares; 2025Q2: 17,185 shares; 2025Q3: 15,270 shares; 2025Q4: 16,992 shares; 2026Q1: 16,476 shares 16,476 $14.7M 0.05% -516 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: 17,247 shares; 2024Q4: 16,928 shares; 2025Q1: 21,254 shares; 2025Q2: 17,508 shares; 2025Q3: 17,748 shares; 2025Q4: 36,230 shares; 2026Q1: 128,084 shares 128,084 $14.7M 0.05% +91,854 Timeline FSCS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,165 shares; 2024Q4: 17,588 shares; 2025Q1: 84,203 shares; 2025Q2: 347,221 shares; 2025Q3: 362,818 shares; 2025Q4: 373,057 shares; 2026Q1: 416,606 shares 416,606 $14.7M 0.05% +43,549 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: 5,684 shares; 2024Q4: 139,569 shares; 2025Q1: 489,617 shares; 2025Q2: 631,184 shares; 2025Q3: 748,755 shares; 2025Q4: 723,538 shares; 2026Q1: 785,760 shares 785,760 $14.7M 0.05% +62,222 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,126 shares; 2024Q4: 26,658 shares; 2025Q1: 38,343 shares; 2025Q2: 30,972 shares; 2025Q3: 34,417 shares; 2025Q4: 49,745 shares; 2026Q1: 59,298 shares 59,298 $14.7M 0.05% +9,553 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: 107,743 shares; 2024Q4: 104,199 shares; 2025Q1: 125,545 shares; 2025Q2: 172,215 shares; 2025Q3: 205,189 shares; 2025Q4: 202,727 shares; 2026Q1: 233,645 shares 233,645 $14.6M 0.05% +30,918 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: 31,606 shares; 2024Q4: 31,292 shares; 2025Q1: 35,586 shares; 2025Q2: 40,258 shares; 2025Q3: 70,791 shares; 2025Q4: 145,434 shares; 2026Q1: 134,088 shares 134,088 $14.6M 0.05% -11,346 Timeline FTXR 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: 1,380 shares; 2024Q4: 1,332 shares; 2025Q1: 1,332 shares; 2025Q2: 1,275 shares; 2025Q3: 1,190 shares; 2025Q4: 1,209 shares; 2026Q1: 383,005 shares 383,005 $14.6M 0.05% +381,796 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: 56,869 shares; 2024Q4: 63,193 shares; 2025Q1: 80,481 shares; 2025Q2: 148,965 shares; 2025Q3: 173,644 shares; 2025Q4: 439,459 shares; 2026Q1: 535,281 shares 535,281 $14.6M 0.05% +95,822 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: 278,747 shares; 2024Q4: 525,617 shares; 2025Q1: 614,468 shares; 2025Q2: 692,706 shares; 2025Q3: 754,782 shares; 2025Q4: 726,534 shares; 2026Q1: 740,686 shares 740,686 $14.5M 0.05% +14,152 Timeline VTHR 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: 844 shares; 2024Q4: 846 shares; 2025Q1: 3,927 shares; 2025Q2: 3,377 shares; 2025Q3: 3,524 shares; 2025Q4: 52,604 shares; 2026Q1: 50,491 shares 50,491 $14.5M 0.05% -2,113 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 32,433 shares; 2025Q1: 25,400 shares; 2025Q2: 25,983 shares; 2025Q3: 27,799 shares; 2025Q4: 99,385 shares; 2026Q1: 156,182 shares 156,182 $14.4M 0.05% +56,797 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,043 shares; 2024Q4: 31,922 shares; 2025Q1: 32,141 shares; 2025Q2: 31,352 shares; 2025Q3: 34,011 shares; 2025Q4: 42,405 shares; 2026Q1: 43,948 shares 43,948 $14.4M 0.05% +1,543 Timeline PZA 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: 40,264 shares; 2024Q4: 28,350 shares; 2025Q1: 26,979 shares; 2025Q2: 25,048 shares; 2025Q3: 21,511 shares; 2025Q4: 48,032 shares; 2026Q1: 624,324 shares 624,324 $14.3M 0.05% +576,292 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: 36,972 shares; 2024Q4: 32,980 shares; 2025Q1: 34,074 shares; 2025Q2: 35,839 shares; 2025Q3: 37,652 shares; 2025Q4: 38,658 shares; 2026Q1: 41,582 shares 41,582 $14.3M 0.05% +2,924 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: 28,509 shares; 2024Q4: 29,470 shares; 2025Q1: 29,014 shares; 2025Q2: 33,536 shares; 2025Q3: 26,832 shares; 2025Q4: 161,896 shares; 2026Q1: 135,683 shares 135,683 $14.2M 0.05% -26,213 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: 966,918 shares; 2024Q4: 988,801 shares; 2025Q1: 1,106,723 shares; 2025Q2: 1,146,847 shares; 2025Q3: 291,369 shares; 2025Q4: 318,089 shares; 2026Q1: 304,095 shares 304,095 $14.1M 0.05% -13,994 Timeline PMBS 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: 485 shares; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 45,336 shares; 2025Q4: 111,471 shares; 2026Q1: 281,470 shares 281,470 $14M 0.05% +169,999 Timeline GSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 201,467 shares; 2025Q1: 221,563 shares; 2025Q2: 250,520 shares; 2025Q3: 228,836 shares; 2025Q4: 256,744 shares; 2026Q1: 255,096 shares 255,096 $13.9M 0.05% -1,648 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: 2,049 shares; 2024Q4: 2,672 shares; 2025Q1: 2,665 shares; 2025Q2: 2,808 shares; 2025Q3: 2,800 shares; 2025Q4: 3,356 shares; 2026Q1: 3,300 shares 3,300 $13.9M 0.05% -56 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,306 shares; 2024Q4: 235,160 shares; 2025Q1: 262,352 shares; 2025Q2: 427,220 shares; 2025Q3: 229,336 shares; 2025Q4: 252,574 shares; 2026Q1: 271,881 shares 271,881 $13.9M 0.05% +19,307 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: 160,041 shares; 2024Q4: 168,112 shares; 2025Q1: 190,036 shares; 2025Q2: 182,071 shares; 2025Q3: 146,551 shares; 2025Q4: 200,285 shares; 2026Q1: 226,056 shares 226,056 $13.7M 0.05% +25,771 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 525 shares; 2025Q1: 914 shares; 2025Q2: 900 shares; 2025Q3: 262 shares; 2025Q4: 3,079 shares; 2026Q1: 28,697 shares 28,697 $13.6M 0.05% +25,618 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: 279,858 shares; 2024Q4: 294,947 shares; 2025Q1: 299,418 shares; 2025Q2: 303,309 shares; 2025Q3: 302,566 shares; 2025Q4: 231,133 shares; 2026Q1: 302,660 shares 302,660 $13.5M 0.05% +71,527 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: 445,636 shares; 2024Q4: 487,401 shares; 2025Q1: 449,882 shares; 2025Q2: 440,250 shares; 2025Q3: 412,175 shares; 2025Q4: 345,938 shares; 2026Q1: 469,089 shares 469,089 $13.5M 0.05% +123,151 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: 14,732 shares; 2024Q4: 19,956 shares; 2025Q1: 33,942 shares; 2025Q2: 133,638 shares; 2025Q3: 131,114 shares; 2025Q4: 329,138 shares; 2026Q1: 389,002 shares 389,002 $13.4M 0.05% +59,864 Timeline GVIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,105 shares; 2024Q4: 72,739 shares; 2025Q1: 59,205 shares; 2025Q2: 52,451 shares; 2025Q3: 47,694 shares; 2025Q4: 45,788 shares; 2026Q1: 91,780 shares 91,780 $13.4M 0.05% +45,992 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: 15,140 shares; 2024Q4: 15,265 shares; 2025Q1: 14,952 shares; 2025Q2: 17,082 shares; 2025Q3: 27,535 shares; 2025Q4: 30,766 shares; 2026Q1: 38,662 shares 38,662 $13.3M 0.05% +7,896 Timeline CWI 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: 331,321 shares; 2024Q4: 348,762 shares; 2025Q1: 336,594 shares; 2025Q2: 343,391 shares; 2025Q3: 349,340 shares; 2025Q4: 363,325 shares; 2026Q1: 364,227 shares 364,227 $13.3M 0.05% +902 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: 37,582 shares; 2024Q4: 42,755 shares; 2025Q1: 40,307 shares; 2025Q2: 119,799 shares; 2025Q3: 122,430 shares; 2025Q4: 123,295 shares; 2026Q1: 130,212 shares 130,212 $13.3M 0.05% +6,917 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: 322,658 shares; 2024Q4: 583,728 shares; 2025Q1: 674,278 shares; 2025Q2: 740,588 shares; 2025Q3: 801,924 shares; 2025Q4: 760,571 shares; 2026Q1: 679,516 shares 679,516 $13.3M 0.05% -81,055 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: 18,862 shares; 2024Q4: 20,709 shares; 2025Q1: 42,950 shares; 2025Q2: 45,613 shares; 2025Q3: 46,614 shares; 2025Q4: 45,414 shares; 2026Q1: 33,948 shares 33,948 $13.3M 0.05% -11,466 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: 121,870 shares; 2024Q4: 137,946 shares; 2025Q1: 138,642 shares; 2025Q2: 140,302 shares; 2025Q3: 152,308 shares; 2025Q4: 238,399 shares; 2026Q1: 248,840 shares 248,840 $13.2M 0.05% +10,441 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: not reported; 2024Q4: 10,617 shares; 2025Q1: 49,833 shares; 2025Q2: 73,096 shares; 2025Q3: 131,963 shares; 2025Q4: 209,673 shares; 2026Q1: 205,422 shares 205,422 $13.1M 0.05% -4,251 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: 24,821 shares; 2024Q4: 37,705 shares; 2025Q1: 48,372 shares; 2025Q2: 54,821 shares; 2025Q3: 60,370 shares; 2025Q4: 68,163 shares; 2026Q1: 46,853 shares 46,853 $13.1M 0.05% -21,310 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,772 shares; 2024Q4: 137,393 shares; 2025Q1: 29,837 shares; 2025Q2: 5,933 shares; 2025Q3: 542,072 shares; 2025Q4: 608,344 shares; 2026Q1: 638,564 shares 638,564 $13M 0.05% +30,220 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: 148,205 shares; 2024Q4: 159,890 shares; 2025Q1: 168,973 shares; 2025Q2: 174,874 shares; 2025Q3: 178,003 shares; 2025Q4: 193,386 shares; 2026Q1: 189,243 shares 189,243 $13M 0.05% -4,143 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: 137,839 shares; 2024Q4: 112,341 shares; 2025Q1: 95,369 shares; 2025Q2: 115,897 shares; 2025Q3: 118,606 shares; 2025Q4: 124,990 shares; 2026Q1: 133,724 shares 133,724 $13M 0.05% +8,734 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: 258,659 shares; 2024Q4: 451,740 shares; 2025Q1: 529,192 shares; 2025Q2: 601,372 shares; 2025Q3: 655,520 shares; 2025Q4: 629,235 shares; 2026Q1: 635,427 shares 635,427 $13M 0.05% +6,192 Timeline URA 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: 24,947 shares; 2024Q4: 122,509 shares; 2025Q1: 130,779 shares; 2025Q2: 100,771 shares; 2025Q3: 137,988 shares; 2025Q4: 165,895 shares; 2026Q1: 267,651 shares 267,651 $13M 0.05% +101,756 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: 266,439 shares; 2024Q4: 348,733 shares; 2025Q1: 280,494 shares; 2025Q2: 359,311 shares; 2025Q3: 384,072 shares; 2025Q4: 410,553 shares; 2026Q1: 425,934 shares 425,934 $12.9M 0.05% +15,381 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: 85,370 shares; 2024Q4: 84,087 shares; 2025Q1: 104,983 shares; 2025Q2: 109,483 shares; 2025Q3: 102,026 shares; 2025Q4: 125,212 shares; 2026Q1: 138,424 shares 138,424 $12.9M 0.05% +13,212 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,215 shares; 2024Q4: 179,356 shares; 2025Q1: 203,036 shares; 2025Q2: 230,540 shares; 2025Q3: 267,530 shares; 2025Q4: 315,864 shares; 2026Q1: 323,517 shares 323,517 $12.9M 0.05% +7,653 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,105 shares; 2024Q4: 29,738 shares; 2025Q1: 29,957 shares; 2025Q2: 30,079 shares; 2025Q3: 31,285 shares; 2025Q4: 32,265 shares; 2026Q1: 29,501 shares 29,501 $12.8M 0.05% -2,764 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,958 shares; 2024Q4: 210,955 shares; 2025Q1: 238,344 shares; 2025Q2: 271,231 shares; 2025Q3: 218,162 shares; 2025Q4: 252,733 shares; 2026Q1: 269,223 shares 269,223 $12.8M 0.05% +16,490 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: 28,003 shares; 2024Q4: 30,522 shares; 2025Q1: 27,344 shares; 2025Q2: 25,938 shares; 2025Q3: 27,696 shares; 2025Q4: 30,156 shares; 2026Q1: 61,411 shares 61,411 $12.8M 0.05% +31,255 Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 98,100 shares; 2025Q1: 120,072 shares; 2025Q2: 134,695 shares; 2025Q3: 170,523 shares; 2025Q4: 254,108 shares; 2026Q1: 480,680 shares 480,680 $12.8M 0.05% +226,572 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: 13,327 shares; 2024Q4: 13,957 shares; 2025Q1: 14,989 shares; 2025Q2: 15,130 shares; 2025Q3: 14,295 shares; 2025Q4: 14,880 shares; 2026Q1: 14,705 shares 14,705 $12.7M 0.05% -175 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: 293,926 shares; 2024Q4: 303,401 shares; 2025Q1: 265,290 shares; 2025Q2: 270,876 shares; 2025Q3: 291,946 shares; 2025Q4: 420,698 shares; 2026Q1: 379,351 shares 379,351 $12.7M 0.05% -41,347 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 370,144 shares; 2025Q1: 425,352 shares; 2025Q2: 434,996 shares; 2025Q3: 452,997 shares; 2025Q4: 488,211 shares; 2026Q1: 493,255 shares 493,255 $12.6M 0.05% +5,044 Timeline FBT 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: 13,022 shares; 2024Q4: 14,604 shares; 2025Q1: 4,985 shares; 2025Q2: 5,481 shares; 2025Q3: 6,003 shares; 2025Q4: 5,895 shares; 2026Q1: 62,524 shares 62,524 $12.6M 0.05% +56,629 Timeline GOEX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 106,932 shares; 2025Q3: 109,190 shares; 2025Q4: 136,831 shares; 2026Q1: 147,094 shares 147,094 $12.4M 0.04% +10,263 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,078 shares; 2024Q4: 4,154 shares; 2025Q1: 4,415 shares; 2025Q2: 69,482 shares; 2025Q3: 74,572 shares; 2025Q4: 115,839 shares; 2026Q1: 134,666 shares 134,666 $12.4M 0.04% +18,827 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: 62,169 shares; 2024Q4: 117,328 shares; 2025Q1: 113,752 shares; 2025Q2: 121,329 shares; 2025Q3: 121,797 shares; 2025Q4: 122,516 shares; 2026Q1: 131,722 shares 131,722 $12.4M 0.04% +9,206 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,605 shares; 2024Q4: 54,074 shares; 2025Q1: 53,879 shares; 2025Q2: 59,905 shares; 2025Q3: 60,908 shares; 2025Q4: 77,028 shares; 2026Q1: 85,023 shares 85,023 $12.4M 0.04% +7,995 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,702 shares; 2024Q4: 34,998 shares; 2025Q1: 19,121 shares; 2025Q2: 21,091 shares; 2025Q3: 21,696 shares; 2025Q4: 29,774 shares; 2026Q1: 34,470 shares 34,470 $12.4M 0.04% +4,696 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,059 shares; 2024Q4: 62,138 shares; 2025Q1: 62,497 shares; 2025Q2: 180,685 shares; 2025Q3: 264,584 shares; 2025Q4: 263,881 shares; 2026Q1: 267,486 shares 267,486 $12.4M 0.04% +3,605 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370,345 shares; 2024Q4: 368,545 shares; 2025Q1: 379,415 shares; 2025Q2: 414,771 shares; 2025Q3: 454,126 shares; 2025Q4: 485,182 shares; 2026Q1: 486,045 shares 486,045 $12.4M 0.04% +863 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,763 shares; 2024Q4: 103,476 shares; 2025Q1: 158,191 shares; 2025Q2: 222,759 shares; 2025Q3: 256,257 shares; 2025Q4: 242,149 shares; 2026Q1: 295,204 shares 295,204 $12.3M 0.04% +53,055 Timeline JPIE 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: 106,385 shares; 2024Q4: 118,922 shares; 2025Q1: 131,691 shares; 2025Q2: 149,989 shares; 2025Q3: 224,439 shares; 2025Q4: 212,450 shares; 2026Q1: 266,874 shares 266,874 $12.3M 0.04% +54,424 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,488 shares; 2024Q4: 807,931 shares; 2025Q1: 827,694 shares; 2025Q2: 848,839 shares; 2025Q3: 850,654 shares; 2025Q4: 947,486 shares; 2026Q1: 271,231 shares 271,231 $12.3M 0.04% -676,255 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: 59,818 shares; 2024Q4: 66,660 shares; 2025Q1: 63,441 shares; 2025Q2: 90,850 shares; 2025Q3: 92,782 shares; 2025Q4: 96,046 shares; 2026Q1: 95,440 shares 95,440 $12.2M 0.04% -606 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: 92,697 shares; 2024Q4: 97,764 shares; 2025Q1: 100,337 shares; 2025Q2: 99,561 shares; 2025Q3: 155,095 shares; 2025Q4: 123,379 shares; 2026Q1: 129,834 shares 129,834 $12.2M 0.04% +6,455 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317,208 shares; 2024Q4: 324,966 shares; 2025Q1: 336,467 shares; 2025Q2: 363,924 shares; 2025Q3: 366,879 shares; 2025Q4: 373,241 shares; 2026Q1: 81,820 shares 81,820 $12M 0.04% -291,421 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,224 shares; 2024Q4: 23,081 shares; 2025Q1: 21,701 shares; 2025Q2: 20,630 shares; 2025Q3: 20,780 shares; 2025Q4: 22,251 shares; 2026Q1: 68,931 shares 68,931 $11.9M 0.04% +46,680 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,397 shares; 2024Q4: 3,382 shares; 2025Q1: 4,082 shares; 2025Q2: 3,585 shares; 2025Q3: 2,981 shares; 2025Q4: 3,933 shares; 2026Q1: 103,297 shares 103,297 $11.9M 0.04% +99,364 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: 23,843 shares; 2024Q4: 25,656 shares; 2025Q1: 29,206 shares; 2025Q2: 42,545 shares; 2025Q3: 52,263 shares; 2025Q4: 245,048 shares; 2026Q1: 330,560 shares 330,560 $11.9M 0.04% +85,512 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,710 shares; 2024Q4: 427,312 shares; 2025Q1: 448,360 shares; 2025Q2: 446,488 shares; 2025Q3: 482,736 shares; 2025Q4: 491,689 shares; 2026Q1: 470,267 shares 470,267 $11.8M 0.04% -21,422 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,575 shares; 2024Q4: 55,752 shares; 2025Q1: 57,674 shares; 2025Q2: 55,768 shares; 2025Q3: 52,806 shares; 2025Q4: 58,873 shares; 2026Q1: 59,432 shares 59,432 $11.7M 0.04% +559 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: 11,448 shares; 2024Q4: 12,596 shares; 2025Q1: 14,340 shares; 2025Q2: 15,017 shares; 2025Q3: 16,119 shares; 2025Q4: 15,006 shares; 2026Q1: 15,774 shares 15,774 $11.6M 0.04% +768 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: 715,442 shares; 2024Q4: 930,289 shares; 2025Q1: 763,340 shares; 2025Q2: 234,383 shares; 2025Q3: 154,110 shares; 2025Q4: 158,197 shares; 2026Q1: 148,040 shares 148,040 $11.6M 0.04% -10,157 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: 85,386 shares; 2024Q4: 86,307 shares; 2025Q1: 77,088 shares; 2025Q2: 68,283 shares; 2025Q3: 72,639 shares; 2025Q4: 75,540 shares; 2026Q1: 75,954 shares 75,954 $11.6M 0.04% +414 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,245 shares; 2024Q4: 102,101 shares; 2025Q1: 114,083 shares; 2025Q2: 124,311 shares; 2025Q3: 129,568 shares; 2025Q4: 150,288 shares; 2026Q1: 161,133 shares 161,133 $11.5M 0.04% +10,845 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,474 shares; 2025Q2: 915 shares; 2025Q3: 3,506 shares; 2025Q4: 6,312 shares; 2026Q1: 18,129 shares 18,129 $11.5M 0.04% +11,817 Timeline ECVT ECOVYST INC More: the full row for ECOVYST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 895,364 shares; 2026Q1: 895,364 shares 895,364 $11.5M 0.04% 0 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: 75,717 shares; 2024Q4: 77,463 shares; 2025Q1: 77,552 shares; 2025Q2: 77,878 shares; 2025Q3: 81,831 shares; 2025Q4: 78,901 shares; 2026Q1: 75,545 shares 75,545 $11.4M 0.04% -3,356 Timeline FTSL 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: 213,971 shares; 2024Q4: 194,335 shares; 2025Q1: 273,160 shares; 2025Q2: 284,210 shares; 2025Q3: 291,788 shares; 2025Q4: 307,637 shares; 2026Q1: 254,981 shares 254,981 $11.4M 0.04% -52,656 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: not reported; 2024Q4: 115,252 shares; 2025Q1: 172,356 shares; 2025Q2: 263,378 shares; 2025Q3: 334,554 shares; 2025Q4: 383,406 shares; 2026Q1: 440,502 shares 440,502 $11.4M 0.04% +57,096 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: 50,699 shares; 2024Q4: 54,259 shares; 2025Q1: 49,504 shares; 2025Q2: 45,809 shares; 2025Q3: 43,933 shares; 2025Q4: 45,027 shares; 2026Q1: 78,283 shares 78,283 $11.4M 0.04% +33,256 Timeline QTEC 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: 111,344 shares; 2024Q4: 121,590 shares; 2025Q1: 130,858 shares; 2025Q2: 27,889 shares; 2025Q3: 28,537 shares; 2025Q4: 32,877 shares; 2026Q1: 52,451 shares 52,451 $11.3M 0.04% +19,574 Timeline JIII JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 227,025 shares 227,025 $11.3M 0.04% new 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: 114,868 shares; 2024Q4: 64,078 shares; 2025Q1: 34,616 shares; 2025Q2: 52,109 shares; 2025Q3: 125,375 shares; 2025Q4: 124,376 shares; 2026Q1: 103,264 shares 103,264 $11.3M 0.04% -21,112 Timeline PTNQ 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: 85,849 shares; 2024Q4: 83,851 shares; 2025Q1: 84,772 shares; 2025Q2: 149,890 shares; 2025Q3: 152,476 shares; 2025Q4: 153,524 shares; 2026Q1: 153,718 shares 153,718 $11.2M 0.04% +194 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 515,737 shares; 2024Q4: 544,099 shares; 2025Q1: 509,358 shares; 2025Q2: 498,496 shares; 2025Q3: 416,464 shares; 2025Q4: 335,660 shares; 2026Q1: 324,333 shares 324,333 $11.2M 0.04% -11,327 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: 29,646 shares; 2024Q4: 30,489 shares; 2025Q1: 21,980 shares; 2025Q2: 29,269 shares; 2025Q3: 20,952 shares; 2025Q4: 23,719 shares; 2026Q1: 22,679 shares 22,679 $11.1M 0.04% -1,040 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,439 shares; 2024Q4: 14,439 shares; 2025Q1: 14,684 shares; 2025Q2: 72,593 shares; 2025Q3: 75,417 shares; 2025Q4: 150,283 shares; 2026Q1: 154,407 shares 154,407 $11.1M 0.04% +4,124 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: 48,290 shares; 2024Q4: 49,587 shares; 2025Q1: 40,512 shares; 2025Q2: 62,946 shares; 2025Q3: 77,037 shares; 2025Q4: 90,731 shares; 2026Q1: 87,674 shares 87,674 $11.1M 0.04% -3,057 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: 44,265 shares; 2024Q4: 111,056 shares; 2025Q1: 118,995 shares; 2025Q2: 123,019 shares; 2025Q3: 147,715 shares; 2025Q4: 149,580 shares; 2026Q1: 147,123 shares 147,123 $11.1M 0.04% -2,457 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: 596,685 shares; 2024Q4: 660,600 shares; 2025Q1: 477,699 shares; 2025Q2: 439,981 shares; 2025Q3: 365,927 shares; 2025Q4: 380,143 shares; 2026Q1: 394,181 shares 394,181 $11M 0.04% +14,038 Timeline HECA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 7,655 shares; 2025Q4: 11,473 shares; 2026Q1: 382,054 shares 382,054 $11M 0.04% +370,581 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: 106,121 shares; 2024Q4: 112,631 shares; 2025Q1: 116,522 shares; 2025Q2: 116,242 shares; 2025Q3: 186,806 shares; 2025Q4: 214,035 shares; 2026Q1: 234,948 shares 234,948 $11M 0.04% +20,913 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,958 shares; 2024Q4: 27,604 shares; 2025Q1: 28,646 shares; 2025Q2: 29,690 shares; 2025Q3: 21,510 shares; 2025Q4: 83,526 shares; 2026Q1: 49,685 shares 49,685 $10.9M 0.04% -33,841 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,886 shares; 2024Q4: 217,763 shares; 2025Q1: 215,689 shares; 2025Q2: 124,743 shares; 2025Q3: 126,228 shares; 2025Q4: 138,854 shares; 2026Q1: 148,380 shares 148,380 $10.9M 0.04% +9,526 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: 19,874 shares; 2024Q4: 14,290 shares; 2025Q1: 13,741 shares; 2025Q2: 14,523 shares; 2025Q3: 19,889 shares; 2025Q4: 28,632 shares; 2026Q1: 27,167 shares 27,167 $10.8M 0.04% -1,465 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: 189,395 shares; 2024Q4: 203,693 shares; 2025Q1: 185,992 shares; 2025Q2: 178,537 shares; 2025Q3: 186,216 shares; 2025Q4: 183,062 shares; 2026Q1: 182,580 shares 182,580 $10.8M 0.04% -482 Timeline ENDW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 335,462 shares; 2025Q3: 335,580 shares; 2025Q4: 335,912 shares; 2026Q1: 336,531 shares 336,531 $10.7M 0.04% +619 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: 195,909 shares; 2024Q4: 135,527 shares; 2025Q1: 122,161 shares; 2025Q2: 158,277 shares; 2025Q3: 196,366 shares; 2025Q4: 300,350 shares; 2026Q1: 242,434 shares 242,434 $10.7M 0.04% -57,916 Timeline QEFA 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: 131,175 shares; 2024Q4: 153,699 shares; 2025Q1: 131,179 shares; 2025Q2: 131,249 shares; 2025Q3: 130,481 shares; 2025Q4: 109,192 shares; 2026Q1: 114,049 shares 114,049 $10.6M 0.04% +4,857 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,061 shares; 2024Q4: 193,320 shares; 2025Q1: 370,242 shares; 2025Q2: 417,780 shares; 2025Q3: 441,644 shares; 2025Q4: 487,616 shares; 2026Q1: 531,145 shares 531,145 $10.6M 0.04% +43,529 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: 43,274 shares; 2024Q4: 59,468 shares; 2025Q1: 83,538 shares; 2025Q2: 75,285 shares; 2025Q3: 71,200 shares; 2025Q4: 87,482 shares; 2026Q1: 88,957 shares 88,957 $10.6M 0.04% +1,475 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: 50,497 shares; 2024Q4: 52,259 shares; 2025Q1: 53,634 shares; 2025Q2: 58,364 shares; 2025Q3: 90,594 shares; 2025Q4: 90,468 shares; 2026Q1: 90,700 shares 90,700 $10.5M 0.04% +232 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,882 shares; 2024Q4: 27,580 shares; 2025Q1: 27,148 shares; 2025Q2: 66,641 shares; 2025Q3: 80,438 shares; 2025Q4: 69,664 shares; 2026Q1: 83,500 shares 83,500 $10.4M 0.04% +13,836 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: 157,645 shares; 2024Q4: 160,088 shares; 2025Q1: 190,719 shares; 2025Q2: 162,256 shares; 2025Q3: 219,520 shares; 2025Q4: 231,690 shares; 2026Q1: 227,070 shares 227,070 $10.4M 0.04% -4,620 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: 73,122 shares; 2024Q4: 86,253 shares; 2025Q1: 94,075 shares; 2025Q2: 75,070 shares; 2025Q3: 87,018 shares; 2025Q4: 106,482 shares; 2026Q1: 90,619 shares 90,619 $10.4M 0.04% -15,863 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: 155,407 shares; 2024Q4: 486,827 shares; 2025Q1: 469,346 shares; 2025Q2: 460,623 shares; 2025Q3: 457,652 shares; 2025Q4: 446,335 shares; 2026Q1: 406,248 shares 406,248 $10.4M 0.04% -40,087 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: 95,956 shares; 2024Q4: 179,357 shares; 2025Q1: 262,844 shares; 2025Q2: 251,548 shares; 2025Q3: 256,719 shares; 2025Q4: 214,441 shares; 2026Q1: 205,267 shares 205,267 $10.3M 0.04% -9,174 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: 55,006 shares; 2024Q4: 110,934 shares; 2025Q1: 112,805 shares; 2025Q2: 127,660 shares; 2025Q3: 161,498 shares; 2025Q4: 184,317 shares; 2026Q1: 196,654 shares 196,654 $10.3M 0.04% +12,337 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: not reported; 2024Q4: 148 shares; 2025Q1: 110,027 shares; 2025Q2: 206,371 shares; 2025Q3: 231,802 shares; 2025Q4: 304,273 shares; 2026Q1: 322,269 shares 322,269 $10.3M 0.04% +17,996 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: 98,590 shares; 2024Q4: 128,940 shares; 2025Q1: 165,679 shares; 2025Q2: 218,162 shares; 2025Q3: 238,762 shares; 2025Q4: 242,488 shares; 2026Q1: 189,148 shares 189,148 $10.3M 0.04% -53,340 Timeline VCRB 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: 10,814 shares; 2024Q4: 24,940 shares; 2025Q1: 28,102 shares; 2025Q2: 30,300 shares; 2025Q3: 98,092 shares; 2025Q4: 122,211 shares; 2026Q1: 133,244 shares 133,244 $10.3M 0.04% +11,033 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,477 shares; 2024Q4: 91,813 shares; 2025Q1: 94,324 shares; 2025Q2: 94,296 shares; 2025Q3: 102,944 shares; 2025Q4: 122,549 shares; 2026Q1: 131,337 shares 131,337 $10.3M 0.04% +8,788 Timeline DGCB 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: 773,556 shares; 2024Q4: 725,258 shares; 2025Q1: 337,182 shares; 2025Q2: 269,542 shares; 2025Q3: 238,145 shares; 2025Q4: 186,497 shares; 2026Q1: 187,982 shares 187,982 $10.2M 0.04% +1,485 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: 102,111 shares; 2026Q1: 113,797 shares 113,797 $10.1M 0.04% +11,686 Timeline IBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 93,019 shares; 2025Q2: 162,879 shares; 2025Q3: 246,981 shares; 2025Q4: 328,186 shares; 2026Q1: 342,981 shares 342,981 $10.1M 0.04% +14,795 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: 26,040 shares; 2024Q4: 28,628 shares; 2025Q1: 41,451 shares; 2025Q2: 35,748 shares; 2025Q3: 37,008 shares; 2025Q4: 53,383 shares; 2026Q1: 76,767 shares 76,767 $10.1M 0.04% +23,384 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: 23,764 shares; 2024Q4: 26,610 shares; 2025Q1: 26,585 shares; 2025Q2: 28,137 shares; 2025Q3: 154,564 shares; 2025Q4: 151,110 shares; 2026Q1: 45,967 shares 45,967 $10.1M 0.04% -105,143 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: 214,700 shares; 2024Q4: 214,199 shares; 2025Q1: 137,604 shares; 2025Q2: 172,246 shares; 2025Q3: 257,142 shares; 2025Q4: 229,665 shares; 2026Q1: 208,033 shares 208,033 $10.1M 0.04% -21,632 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,855 shares; 2024Q4: 91,334 shares; 2025Q1: 126,183 shares; 2025Q2: 133,636 shares; 2025Q3: 162,134 shares; 2025Q4: 166,341 shares; 2026Q1: 163,821 shares 163,821 $10M 0.04% -2,520 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,311 shares; 2024Q4: 102,764 shares; 2025Q1: 93,505 shares; 2025Q2: 90,732 shares; 2025Q3: 103,987 shares; 2025Q4: 108,188 shares; 2026Q1: 148,191 shares 148,191 $10M 0.04% +40,003 Timeline RSPN 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: 283,313 shares; 2024Q4: 283,842 shares; 2025Q1: 275,714 shares; 2025Q2: 256,114 shares; 2025Q3: 257,564 shares; 2025Q4: 253,868 shares; 2026Q1: 173,624 shares 173,624 $10M 0.04% -80,244 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,297 shares; 2024Q4: 72,613 shares; 2025Q1: 85,020 shares; 2025Q2: 89,066 shares; 2025Q3: 128,936 shares; 2025Q4: 264,933 shares; 2026Q1: 280,099 shares 280,099 $9.97M 0.04% +15,166 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,114 shares; 2024Q4: 186,254 shares; 2025Q1: 196,476 shares; 2025Q2: 203,763 shares; 2025Q3: 211,411 shares; 2025Q4: 51,170 shares; 2026Q1: 38,132 shares 38,132 $9.93M 0.04% -13,038 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,293 shares; 2024Q4: 131,480 shares; 2025Q1: 165,183 shares; 2025Q2: 47,486 shares; 2025Q3: 386,300 shares; 2025Q4: 426,212 shares; 2026Q1: 454,037 shares 454,037 $9.92M 0.04% +27,825 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: 47,838 shares; 2024Q4: 41,299 shares; 2025Q1: 43,479 shares; 2025Q2: 7,352 shares; 2025Q3: 420,862 shares; 2025Q4: 469,189 shares; 2026Q1: 500,133 shares 500,133 $9.86M 0.04% +30,944 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,053 shares; 2024Q4: 71,998 shares; 2025Q1: 54,642 shares; 2025Q2: 76,540 shares; 2025Q3: 65,760 shares; 2025Q4: 47,934 shares; 2026Q1: 69,817 shares 69,817 $9.85M 0.04% +21,883 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: 11,941 shares; 2024Q4: 12,170 shares; 2025Q1: 11,065 shares; 2025Q2: 13,860 shares; 2025Q3: 11,178 shares; 2025Q4: 29,038 shares; 2026Q1: 41,069 shares 41,069 $9.83M 0.04% +12,031 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: 101,375 shares; 2024Q4: 104,594 shares; 2025Q1: 104,732 shares; 2025Q2: 112,710 shares; 2025Q3: 101,303 shares; 2025Q4: 111,171 shares; 2026Q1: 109,422 shares 109,422 $9.8M 0.04% -1,749 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,469 shares; 2024Q4: 102,702 shares; 2025Q1: 153,528 shares; 2025Q2: 142,289 shares; 2025Q3: 135,502 shares; 2025Q4: 171,050 shares; 2026Q1: 207,615 shares 207,615 $9.76M 0.04% +36,565 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 279,923 shares; 2025Q4: 313,086 shares; 2026Q1: 326,875 shares 326,875 $9.71M 0.04% +13,789 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,143 shares; 2024Q4: 171,688 shares; 2025Q1: 192,894 shares; 2025Q2: 203,376 shares; 2025Q3: 215,445 shares; 2025Q4: 272,999 shares; 2026Q1: 102,844 shares 102,844 $9.66M 0.03% -170,155 Timeline PTMC 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: 131,015 shares; 2024Q4: 135,281 shares; 2025Q1: 132,268 shares; 2025Q2: 256,104 shares; 2025Q3: 250,044 shares; 2025Q4: 252,625 shares; 2026Q1: 263,828 shares 263,828 $9.65M 0.03% +11,203 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: 350 shares; 2024Q4: 58,872 shares; 2025Q1: 92,050 shares; 2025Q2: 123,502 shares; 2025Q3: 157,712 shares; 2025Q4: 201,506 shares; 2026Q1: 571,449 shares 571,449 $9.55M 0.03% +369,943 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: 23,614 shares; 2024Q4: 27,487 shares; 2025Q1: 26,440 shares; 2025Q2: 28,477 shares; 2025Q3: 24,109 shares; 2025Q4: 27,201 shares; 2026Q1: 29,049 shares 29,049 $9.55M 0.03% +1,848 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,588 shares; 2024Q4: 35,036 shares; 2025Q1: 34,212 shares; 2025Q2: 31,697 shares; 2025Q3: 39,013 shares; 2025Q4: 64,499 shares; 2026Q1: 54,705 shares 54,705 $9.49M 0.03% -9,794 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,054 shares; 2024Q4: 57,305 shares; 2025Q1: 99,176 shares; 2025Q2: 85,269 shares; 2025Q3: 83,081 shares; 2025Q4: 107,689 shares; 2026Q1: 130,922 shares 130,922 $9.4M 0.03% +23,233 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,387 shares; 2024Q4: 53,591 shares; 2025Q1: 61,872 shares; 2025Q2: 64,159 shares; 2025Q3: 63,271 shares; 2025Q4: 47,705 shares; 2026Q1: 46,214 shares 46,214 $9.16M 0.03% -1,491 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,184 shares; 2024Q4: 27,078 shares; 2025Q1: 21,267 shares; 2025Q2: 22,225 shares; 2025Q3: 24,745 shares; 2025Q4: 23,192 shares; 2026Q1: 34,277 shares 34,277 $9.14M 0.03% +11,085 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: 73,503 shares; 2024Q4: 72,882 shares; 2025Q1: 63,031 shares; 2025Q2: 65,223 shares; 2025Q3: 83,249 shares; 2025Q4: 77,691 shares; 2026Q1: 61,946 shares 61,946 $9.04M 0.03% -15,745 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,509 shares; 2024Q4: 74,076 shares; 2025Q1: 65,252 shares; 2025Q2: 77,260 shares; 2025Q3: 62,976 shares; 2025Q4: 64,801 shares; 2026Q1: 52,153 shares 52,153 $9M 0.03% -12,648 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: 4,906 shares; 2024Q4: 85,207 shares; 2025Q1: 99,330 shares; 2025Q2: 177,883 shares; 2025Q3: 243,155 shares; 2025Q4: 359,700 shares; 2026Q1: 400,168 shares 400,168 $8.94M 0.03% +40,468 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: 159,378 shares; 2026Q1: 156,124 shares 156,124 $8.89M 0.03% -3,254 Timeline FLRT 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: 167,559 shares; 2024Q4: 176,666 shares; 2025Q1: 196,501 shares; 2025Q2: 187,950 shares; 2025Q3: 183,324 shares; 2025Q4: 186,596 shares; 2026Q1: 191,806 shares 191,806 $8.88M 0.03% +5,210 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,128 shares; 2024Q4: 34,124 shares; 2025Q1: 140,278 shares; 2025Q2: 198,803 shares; 2025Q3: 211,428 shares; 2025Q4: 215,559 shares; 2026Q1: 207,510 shares 207,510 $8.83M 0.03% -8,049 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299 shares; 2024Q4: 299 shares; 2025Q1: 299 shares; 2025Q2: 299 shares; 2025Q3: 299 shares; 2025Q4: 919,505 shares; 2026Q1: 120,700 shares 120,700 $8.79M 0.03% -798,805 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: 26,961 shares; 2024Q4: 26,272 shares; 2025Q1: 28,539 shares; 2025Q2: 27,480 shares; 2025Q3: 36,135 shares; 2025Q4: 35,926 shares; 2026Q1: 30,868 shares 30,868 $8.76M 0.03% -5,058 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: 11,047 shares; 2024Q4: 11,555 shares; 2025Q1: 4,977 shares; 2025Q2: 30,205 shares; 2025Q3: 40,025 shares; 2025Q4: 43,073 shares; 2026Q1: 52,820 shares 52,820 $8.75M 0.03% +9,747 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: 77,092 shares; 2024Q4: 80,164 shares; 2025Q1: 85,714 shares; 2025Q2: 99,351 shares; 2025Q3: 99,318 shares; 2025Q4: 157,673 shares; 2026Q1: 178,749 shares 178,749 $8.75M 0.03% +21,076 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,715 shares; 2024Q4: 18,311 shares; 2025Q1: 21,790 shares; 2025Q2: 22,826 shares; 2025Q3: 23,828 shares; 2025Q4: 44,675 shares; 2026Q1: 30,365 shares 30,365 $8.71M 0.03% -14,310 Timeline VCEB 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: 71,718 shares; 2024Q4: 80,888 shares; 2025Q1: 114,166 shares; 2025Q2: 128,360 shares; 2025Q3: 143,361 shares; 2025Q4: 147,734 shares; 2026Q1: 138,258 shares 138,258 $8.69M 0.03% -9,476 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: 76,867 shares; 2024Q4: 77,365 shares; 2025Q1: 76,640 shares; 2025Q2: 79,981 shares; 2025Q3: 78,361 shares; 2025Q4: 91,211 shares; 2026Q1: 92,316 shares 92,316 $8.65M 0.03% +1,105 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: 96,606 shares; 2024Q4: 98,710 shares; 2025Q1: 107,874 shares; 2025Q2: 89,315 shares; 2025Q3: 94,091 shares; 2025Q4: 97,141 shares; 2026Q1: 97,376 shares 97,376 $8.64M 0.03% +235 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: 48,527 shares; 2024Q4: 47,649 shares; 2025Q1: 48,713 shares; 2025Q2: 4,836 shares; 2025Q3: 5,391 shares; 2025Q4: 11,856 shares; 2026Q1: 22,046 shares 22,046 $8.64M 0.03% +10,190 Timeline DHS 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: 7,119 shares; 2024Q4: 22,083 shares; 2025Q1: 10,707 shares; 2025Q2: 11,102 shares; 2025Q3: 11,238 shares; 2025Q4: 8,639 shares; 2026Q1: 78,542 shares 78,542 $8.58M 0.03% +69,903 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,948 shares; 2024Q4: 11,478 shares; 2025Q1: 2,805 shares; 2025Q2: 2,652 shares; 2025Q3: 2,680 shares; 2025Q4: 9,460 shares; 2026Q1: 15,221 shares 15,221 $8.55M 0.03% +5,761 Timeline FTGS 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: 88,477 shares; 2024Q4: 158,499 shares; 2025Q1: 192,099 shares; 2025Q2: 193,833 shares; 2025Q3: 196,094 shares; 2025Q4: 226,754 shares; 2026Q1: 251,181 shares 251,181 $8.55M 0.03% +24,427 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: 100,206 shares; 2024Q4: 116,430 shares; 2025Q1: 106,593 shares; 2025Q2: 153,148 shares; 2025Q3: 145,077 shares; 2025Q4: 144,664 shares; 2026Q1: 214,929 shares 214,929 $8.53M 0.03% +70,265 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,016 shares; 2024Q4: 9,302 shares; 2025Q1: 10,450 shares; 2025Q2: 10,650 shares; 2025Q3: 12,256 shares; 2025Q4: 62,725 shares; 2026Q1: 71,721 shares 71,721 $8.52M 0.03% +8,996 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: 18,730 shares; 2024Q4: 17,946 shares; 2025Q1: 19,616 shares; 2025Q2: 18,267 shares; 2025Q3: 14,306 shares; 2025Q4: 16,967 shares; 2026Q1: 20,005 shares 20,005 $8.51M 0.03% +3,038 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: 41,955 shares; 2024Q4: 48,417 shares; 2025Q1: 88,344 shares; 2025Q2: 94,261 shares; 2025Q3: 139,536 shares; 2025Q4: 203,939 shares; 2026Q1: 144,118 shares 144,118 $8.44M 0.03% -59,821 Timeline