SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,810,858 shares; 2024Q4: 17,914,318 shares; 2025Q1: 17,670,190 shares; 2025Q2: 17,533,925 shares; 2025Q3: 17,417,332 shares; 2025Q4: 17,505,819 shares; 2026Q1: 17,460,123 shares 17,460,123 $1.05B 8.99% -45,696 Timeline EDGF ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,251,361 shares; 2025Q2: 5,340,523 shares; 2025Q3: 5,434,951 shares; 2025Q4: 8,123,629 shares; 2026Q1: 14,625,175 shares 14,625,175 $362M 3.08% +6,501,546 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,845,565 shares; 2024Q4: 14,845,825 shares; 2025Q1: 15,577,139 shares; 2025Q2: 16,867,615 shares; 2025Q3: 19,021,747 shares; 2025Q4: 21,709,890 shares; 2026Q1: 22,694,150 shares 22,694,150 $320M 2.72% +984,260 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: 430,921 shares; 2024Q4: 260,183 shares; 2025Q1: 544,079 shares; 2025Q2: 381,056 shares; 2025Q3: 446,709 shares; 2025Q4: 508,713 shares; 2026Q1: 434,413 shares 434,413 $284M 2.42% -74,300 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 884,492 shares; 2024Q4: 53,905 shares; 2025Q1: 959,240 shares; 2025Q2: 957,004 shares; 2025Q3: 986,079 shares; 2025Q4: 1,031,942 shares; 2026Q1: 893,554 shares 893,554 $227M 1.93% -138,388 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: 994,069 shares; 2024Q4: 1,046,469 shares; 2025Q1: 1,155,912 shares; 2025Q2: 1,218,284 shares; 2025Q3: 1,315,614 shares; 2025Q4: 1,411,341 shares; 2026Q1: 1,280,124 shares 1,280,124 $223M 1.9% -131,217 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: 532,612 shares; 2024Q4: 511,190 shares; 2025Q1: 525,477 shares; 2025Q2: 493,495 shares; 2025Q3: 682,064 shares; 2025Q4: 691,631 shares; 2026Q1: 629,686 shares 629,686 $202M 1.72% -61,945 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: 1,969,910 shares; 2024Q4: 2,024,721 shares; 2025Q1: 2,232,569 shares; 2025Q2: 2,256,038 shares; 2025Q3: 2,344,218 shares; 2025Q4: 2,431,969 shares; 2026Q1: 2,416,424 shares 2,416,424 $155M 1.32% -15,545 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: 407,361 shares; 2024Q4: 66,625 shares; 2025Q1: 435,876 shares; 2025Q2: 474,791 shares; 2025Q3: 479,939 shares; 2025Q4: 496,238 shares; 2026Q1: 412,231 shares 412,231 $153M 1.3% -84,007 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,715 shares; 2024Q4: 247,346 shares; 2025Q1: 252,846 shares; 2025Q2: 268,637 shares; 2025Q3: 288,443 shares; 2025Q4: 316,871 shares; 2026Q1: 306,658 shares 306,658 $134M 1.14% -10,213 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,042,472 shares; 2024Q4: 981,611 shares; 2025Q1: 986,344 shares; 2025Q2: 987,651 shares; 2025Q3: 1,334,928 shares; 2025Q4: 1,350,948 shares; 2026Q1: 1,337,955 shares 1,337,955 $116M 0.99% -12,993 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: 319,991 shares; 2024Q4: 13,691 shares; 2025Q1: 349,158 shares; 2025Q2: 370,809 shares; 2025Q3: 390,392 shares; 2025Q4: 411,043 shares; 2026Q1: 380,441 shares 380,441 $109M 0.93% -30,602 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: 451,588 shares; 2024Q4: 461,210 shares; 2025Q1: 502,843 shares; 2025Q2: 529,325 shares; 2025Q3: 560,291 shares; 2025Q4: 603,448 shares; 2026Q1: 538,505 shares 538,505 $106M 0.9% -64,943 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,020,727 shares; 2024Q4: 706,375 shares; 2025Q1: 735,175 shares; 2025Q2: 930,317 shares; 2025Q3: 1,110,392 shares; 2025Q4: 1,181,446 shares; 2026Q1: 1,042,908 shares 1,042,908 $104M 0.88% -138,538 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: 550,447 shares; 2024Q4: 15,370 shares; 2025Q1: 578,758 shares; 2025Q2: 587,224 shares; 2025Q3: 579,046 shares; 2025Q4: 590,571 shares; 2026Q1: 493,792 shares 493,792 $103M 0.88% -96,779 Timeline EDGH ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,662,813 shares; 2025Q2: 2,270,308 shares; 2025Q3: 3,380,210 shares; 2025Q4: 2,955,762 shares; 2026Q1: 2,553,005 shares 2,553,005 $87.3M 0.74% -402,757 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: 196,032 shares; 2024Q4: 210,857 shares; 2025Q1: 233,980 shares; 2025Q2: 268,161 shares; 2025Q3: 281,559 shares; 2025Q4: 308,726 shares; 2026Q1: 278,487 shares 278,487 $86.2M 0.73% -30,239 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: 291,645 shares; 2024Q4: 291,394 shares; 2025Q1: 275,977 shares; 2025Q2: 255,867 shares; 2025Q3: 252,292 shares; 2025Q4: 225,323 shares; 2026Q1: 196,399 shares 196,399 $83.7M 0.71% -28,924 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: 653,865 shares; 2024Q4: 726,230 shares; 2025Q1: 566,331 shares; 2025Q2: 688,042 shares; 2025Q3: 700,580 shares; 2025Q4: 778,177 shares; 2026Q1: 781,060 shares 781,060 $82.9M 0.71% +2,883 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: 456,349 shares; 2024Q4: 448,251 shares; 2025Q1: 453,892 shares; 2025Q2: 605,036 shares; 2025Q3: 591,975 shares; 2025Q4: 576,445 shares; 2026Q1: 507,620 shares 507,620 $72.3M 0.62% -68,825 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: not reported; 2024Q4: not reported; 2025Q1: 894,071 shares; 2025Q2: 960,085 shares; 2025Q3: 972,596 shares; 2025Q4: 950,102 shares; 2026Q1: 891,844 shares 891,844 $69M 0.59% -58,258 Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,196,549 shares; 2024Q4: 1,294,400 shares; 2025Q1: 1,463,258 shares; 2025Q2: 1,777,568 shares; 2025Q3: 1,855,042 shares; 2025Q4: 1,922,851 shares; 2026Q1: 1,947,613 shares 1,947,613 $68.8M 0.59% +24,762 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: 548,425 shares; 2024Q4: 578,794 shares; 2025Q1: 614,565 shares; 2025Q2: 623,077 shares; 2025Q3: 661,098 shares; 2025Q4: 605,492 shares; 2026Q1: 551,237 shares 551,237 $68.5M 0.58% -54,255 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: 94,574 shares; 2024Q4: 103,435 shares; 2025Q1: 114,039 shares; 2025Q2: 125,090 shares; 2025Q3: 131,837 shares; 2025Q4: 129,896 shares; 2026Q1: 119,508 shares 119,508 $68.4M 0.58% -10,388 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: 301,709 shares; 2024Q4: 334,962 shares; 2025Q1: 278,284 shares; 2025Q2: 291,713 shares; 2025Q3: 261,342 shares; 2025Q4: 255,196 shares; 2026Q1: 231,640 shares 231,640 $66.4M 0.57% -23,556 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: 539,410 shares; 2024Q4: 615,827 shares; 2025Q1: 636,353 shares; 2025Q2: 776,312 shares; 2025Q3: 836,746 shares; 2025Q4: 983,436 shares; 2026Q1: 910,905 shares 910,905 $63.5M 0.54% -72,531 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: 475,110 shares; 2024Q4: 656,791 shares; 2025Q1: 482,105 shares; 2025Q2: 542,767 shares; 2025Q3: 562,232 shares; 2025Q4: 672,026 shares; 2026Q1: 669,791 shares 669,791 $60.6M 0.52% -2,235 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: 838,792 shares; 2024Q4: 863,712 shares; 2025Q1: 1,029,957 shares; 2025Q2: 1,045,607 shares; 2025Q3: 1,079,396 shares; 2025Q4: 1,137,664 shares; 2026Q1: 1,111,830 shares 1,111,830 $60.1M 0.51% -25,834 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: 197,642 shares; 2024Q4: 197,706 shares; 2025Q1: 202,125 shares; 2025Q2: 215,659 shares; 2025Q3: 229,307 shares; 2025Q4: 238,201 shares; 2026Q1: 201,029 shares 201,029 $59.1M 0.5% -37,172 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: 201,788 shares; 2024Q4: 199,113 shares; 2025Q1: 203,769 shares; 2025Q2: 212,806 shares; 2025Q3: 211,682 shares; 2025Q4: 226,993 shares; 2026Q1: 226,615 shares 226,615 $55.4M 0.47% -378 Timeline TMAT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,090,203 shares; 2024Q4: 2,524,351 shares; 2025Q1: 2,482,968 shares; 2025Q2: 2,473,445 shares; 2025Q3: 2,498,503 shares; 2025Q4: 2,433,593 shares; 2026Q1: 2,370,486 shares 2,370,486 $55M 0.47% -63,107 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: 550,310 shares; 2024Q4: 609,152 shares; 2025Q1: 711,456 shares; 2025Q2: 1,503,141 shares; 2025Q3: 1,561,351 shares; 2025Q4: 1,615,975 shares; 2026Q1: 1,389,678 shares 1,389,678 $54M 0.46% -226,297 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: 500,071 shares; 2024Q4: 450,095 shares; 2025Q1: 442,542 shares; 2025Q2: 472,118 shares; 2025Q3: 447,064 shares; 2025Q4: 434,751 shares; 2026Q1: 429,022 shares 429,022 $53.7M 0.46% -5,729 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: 1,506,277 shares; 2024Q4: 1,501,341 shares; 2025Q1: 1,428,631 shares; 2025Q2: 1,350,189 shares; 2025Q3: 1,304,271 shares; 2025Q4: 1,254,403 shares; 2026Q1: 1,071,013 shares 1,071,013 $52.4M 0.45% -183,390 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: 992,725 shares; 2024Q4: 924,626 shares; 2025Q1: 661,120 shares; 2025Q2: 651,038 shares; 2025Q3: 622,124 shares; 2025Q4: 802,814 shares; 2026Q1: 795,303 shares 795,303 $49.8M 0.42% -7,511 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: 38,242 shares; 2024Q4: 43,569 shares; 2025Q1: 47,424 shares; 2025Q2: 50,823 shares; 2025Q3: 49,448 shares; 2025Q4: 53,813 shares; 2026Q1: 51,627 shares 51,627 $47.5M 0.4% -2,186 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: 109,354 shares; 2024Q4: 150,406 shares; 2025Q1: 153,937 shares; 2025Q2: 148,023 shares; 2025Q3: 192,498 shares; 2025Q4: 205,106 shares; 2026Q1: 78,669 shares 78,669 $47M 0.4% -126,437 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: 94,650 shares; 2024Q4: 99,589 shares; 2025Q1: 104,638 shares; 2025Q2: 104,396 shares; 2025Q3: 104,429 shares; 2025Q4: 107,503 shares; 2026Q1: 96,414 shares 96,414 $46.2M 0.39% -11,089 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: 235,002 shares; 2024Q4: 272,991 shares; 2025Q1: 286,710 shares; 2025Q2: 305,097 shares; 2025Q3: 309,293 shares; 2025Q4: 313,268 shares; 2026Q1: 266,109 shares 266,109 $45.1M 0.38% -47,159 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: 230,094 shares; 2024Q4: 255,587 shares; 2025Q1: 303,089 shares; 2025Q2: 523,150 shares; 2025Q3: 638,677 shares; 2025Q4: 722,894 shares; 2026Q1: 948,838 shares 948,838 $43.9M 0.37% +225,944 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 648,640 shares; 2025Q2: 674,571 shares; 2025Q3: 702,233 shares; 2025Q4: 745,676 shares; 2026Q1: 876,735 shares 876,735 $43.8M 0.37% +131,059 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: 82,018 shares; 2024Q4: 87,905 shares; 2025Q1: 109,226 shares; 2025Q2: 125,345 shares; 2025Q3: 122,638 shares; 2025Q4: 131,705 shares; 2026Q1: 112,896 shares 112,896 $42M 0.36% -18,809 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: 129,046 shares; 2024Q4: 132,780 shares; 2025Q1: 135,274 shares; 2025Q2: 125,989 shares; 2025Q3: 121,869 shares; 2025Q4: 311,808 shares; 2026Q1: 337,284 shares 337,284 $41.9M 0.36% +25,476 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: 161,481 shares; 2024Q4: 8,941 shares; 2025Q1: 133,044 shares; 2025Q2: 141,110 shares; 2025Q3: 137,499 shares; 2025Q4: 135,485 shares; 2026Q1: 120,245 shares 120,245 $40.6M 0.35% -15,240 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: 128,368 shares; 2024Q4: 132,498 shares; 2025Q1: 129,009 shares; 2025Q2: 116,307 shares; 2025Q3: 118,900 shares; 2025Q4: 94,931 shares; 2026Q1: 61,139 shares 61,139 $39.8M 0.34% -33,792 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: 487,564 shares; 2024Q4: 469,884 shares; 2025Q1: 557,208 shares; 2025Q2: 506,234 shares; 2025Q3: 485,263 shares; 2025Q4: 508,408 shares; 2026Q1: 490,632 shares 490,632 $39.5M 0.34% -17,776 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,015 shares; 2024Q4: 272,004 shares; 2025Q1: 290,483 shares; 2025Q2: 302,116 shares; 2025Q3: 321,504 shares; 2025Q4: 349,645 shares; 2026Q1: 366,914 shares 366,914 $39.1M 0.33% +17,269 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: 492,560 shares; 2024Q4: 496,507 shares; 2025Q1: 598,507 shares; 2025Q2: 611,633 shares; 2025Q3: 631,647 shares; 2025Q4: 671,409 shares; 2026Q1: 811,809 shares 811,809 $39M 0.33% +140,400 Timeline EDGU ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,150,496 shares; 2025Q2: 1,040,407 shares; 2025Q3: 931,204 shares; 2025Q4: 821,108 shares; 2026Q1: 1,380,884 shares 1,380,884 $38.4M 0.33% +559,776 Timeline HCMT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,482,805 shares; 2024Q4: 1,627,982 shares; 2025Q1: 1,764,212 shares; 2025Q2: 2,234,537 shares; 2025Q3: 2,266,959 shares; 2025Q4: 2,257,598 shares; 2026Q1: 1,077,594 shares 1,077,594 $37.9M 0.32% -1,180,004 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: 174,886 shares; 2024Q4: 167,335 shares; 2025Q1: 164,489 shares; 2025Q2: 166,532 shares; 2025Q3: 157,920 shares; 2025Q4: 146,974 shares; 2026Q1: 123,729 shares 123,729 $37.4M 0.32% -23,245 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: 299,321 shares; 2024Q4: 311,373 shares; 2025Q1: 375,726 shares; 2025Q2: 392,738 shares; 2025Q3: 390,665 shares; 2025Q4: 408,991 shares; 2026Q1: 476,098 shares 476,098 $37.3M 0.32% +67,107 Timeline INTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 839,351 shares; 2024Q4: 807,488 shares; 2025Q1: 900,439 shares; 2025Q2: 878,876 shares; 2025Q3: 895,824 shares; 2025Q4: 912,165 shares; 2026Q1: 1,268,848 shares 1,268,848 $36M 0.31% +356,683 Timeline MGC 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: 172,552 shares; 2024Q4: 158,428 shares; 2025Q1: 154,351 shares; 2025Q2: 145,990 shares; 2025Q3: 175,513 shares; 2025Q4: 176,031 shares; 2026Q1: 151,943 shares 151,943 $35.9M 0.31% -24,088 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: 916,266 shares; 2024Q4: 960,541 shares; 2025Q1: 839,351 shares; 2025Q2: 883,947 shares; 2025Q3: 874,959 shares; 2025Q4: 888,922 shares; 2026Q1: 841,341 shares 841,341 $35.8M 0.31% -47,581 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: 197,860 shares; 2024Q4: 83,178 shares; 2025Q1: 58,824 shares; 2025Q2: 29,477 shares; 2025Q3: 106,200 shares; 2025Q4: 58,538 shares; 2026Q1: 390,565 shares 390,565 $35.8M 0.31% +332,027 Timeline QARP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 707,805 shares; 2024Q4: 650,713 shares; 2025Q1: 623,808 shares; 2025Q2: 628,391 shares; 2025Q3: 596,158 shares; 2025Q4: 578,233 shares; 2026Q1: 565,086 shares 565,086 $33.3M 0.28% -13,147 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: 164,140 shares; 2024Q4: 139,731 shares; 2025Q1: 148,236 shares; 2025Q2: 168,722 shares; 2025Q3: 186,103 shares; 2025Q4: 189,319 shares; 2026Q1: 159,803 shares 159,803 $33.1M 0.28% -29,516 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: 65,568 shares; 2024Q4: 63,724 shares; 2025Q1: 107,850 shares; 2025Q2: 133,806 shares; 2025Q3: 130,648 shares; 2025Q4: 184,526 shares; 2026Q1: 155,810 shares 155,810 $32.9M 0.28% -28,716 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: 500,044 shares; 2024Q4: 528,522 shares; 2025Q1: 581,926 shares; 2025Q2: 588,237 shares; 2025Q3: 600,243 shares; 2025Q4: 613,466 shares; 2026Q1: 695,811 shares 695,811 $32.7M 0.28% +82,345 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: 282,751 shares; 2024Q4: 269,768 shares; 2025Q1: 264,132 shares; 2025Q2: 315,175 shares; 2025Q3: 288,852 shares; 2025Q4: 316,781 shares; 2026Q1: 283,277 shares 283,277 $32M 0.27% -33,504 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: 433,569 shares; 2024Q4: 387,304 shares; 2025Q1: 398,572 shares; 2025Q2: 517,275 shares; 2025Q3: 591,180 shares; 2025Q4: 662,236 shares; 2026Q1: 548,622 shares 548,622 $31.9M 0.27% -113,614 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: 86,731 shares; 2024Q4: 93,885 shares; 2025Q1: 96,008 shares; 2025Q2: 96,662 shares; 2025Q3: 106,281 shares; 2025Q4: 116,667 shares; 2026Q1: 120,685 shares 120,685 $31.6M 0.27% +4,018 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: 39,398 shares; 2024Q4: 32,995 shares; 2025Q1: 31,846 shares; 2025Q2: 34,130 shares; 2025Q3: 35,240 shares; 2025Q4: 328,820 shares; 2026Q1: 327,725 shares 327,725 $31.5M 0.27% -1,095 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: 825,905 shares; 2024Q4: 577,372 shares; 2025Q1: 592,919 shares; 2025Q2: 824,495 shares; 2025Q3: 802,688 shares; 2025Q4: 876,079 shares; 2026Q1: 672,959 shares 672,959 $31.1M 0.26% -203,120 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: 57,644 shares; 2024Q4: 59,941 shares; 2025Q1: 62,753 shares; 2025Q2: 67,510 shares; 2025Q3: 67,723 shares; 2025Q4: 68,476 shares; 2026Q1: 61,336 shares 61,336 $30.6M 0.26% -7,140 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: 95,207 shares; 2024Q4: 124,920 shares; 2025Q1: 154,103 shares; 2025Q2: 195,759 shares; 2025Q3: 255,720 shares; 2025Q4: 363,510 shares; 2026Q1: 341,183 shares 341,183 $30.1M 0.26% -22,327 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: 137,922 shares; 2024Q4: 142,883 shares; 2025Q1: 146,331 shares; 2025Q2: 162,851 shares; 2025Q3: 160,438 shares; 2025Q4: 164,982 shares; 2026Q1: 138,202 shares 138,202 $30.1M 0.26% -26,780 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: 219,807 shares; 2024Q4: 273,481 shares; 2025Q1: 273,770 shares; 2025Q2: 349,460 shares; 2025Q3: 340,605 shares; 2025Q4: 381,223 shares; 2026Q1: 382,132 shares 382,132 $29.2M 0.25% +909 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: 27,053 shares; 2024Q4: 26,573 shares; 2025Q1: 27,070 shares; 2025Q2: 30,429 shares; 2025Q3: 36,303 shares; 2025Q4: 38,002 shares; 2026Q1: 40,286 shares 40,286 $28.5M 0.24% +2,284 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: 91,619 shares; 2024Q4: 111,377 shares; 2025Q1: 115,250 shares; 2025Q2: 122,848 shares; 2025Q3: 121,182 shares; 2025Q4: 121,260 shares; 2026Q1: 48,185 shares 48,185 $27.8M 0.24% -73,075 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: 604,439 shares; 2024Q4: 620,865 shares; 2025Q1: 658,288 shares; 2025Q2: 749,909 shares; 2025Q3: 620,338 shares; 2025Q4: 639,510 shares; 2026Q1: 647,401 shares 647,401 $27.5M 0.23% +7,891 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: 267,498 shares; 2024Q4: 281,200 shares; 2025Q1: 261,079 shares; 2025Q2: 262,309 shares; 2025Q3: 195,024 shares; 2025Q4: 230,638 shares; 2026Q1: 209,725 shares 209,725 $26.9M 0.23% -20,913 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: 23,289 shares; 2024Q4: 25,586 shares; 2025Q1: 29,555 shares; 2025Q2: 31,895 shares; 2025Q3: 32,476 shares; 2025Q4: 33,726 shares; 2026Q1: 26,749 shares 26,749 $26.7M 0.23% -6,977 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: 307,805 shares; 2024Q4: 295,194 shares; 2025Q1: 252,143 shares; 2025Q2: 460,056 shares; 2025Q3: 380,580 shares; 2025Q4: 380,048 shares; 2026Q1: 355,107 shares 355,107 $26.4M 0.23% -24,941 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: 187,050 shares; 2024Q4: 164,587 shares; 2025Q1: 177,791 shares; 2025Q2: 159,832 shares; 2025Q3: 174,082 shares; 2025Q4: 174,264 shares; 2026Q1: 222,267 shares 222,267 $26.4M 0.22% +48,003 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: 785,458 shares; 2024Q4: not reported; 2025Q1: 553,731 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 361,960 shares; 2026Q1: 282,468 shares 282,468 $26.2M 0.22% -79,492 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: 189,541 shares; 2024Q4: 193,451 shares; 2025Q1: 199,498 shares; 2025Q2: 188,303 shares; 2025Q3: 178,371 shares; 2025Q4: 165,535 shares; 2026Q1: 154,272 shares 154,272 $25.5M 0.22% -11,263 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: 161,436 shares; 2024Q4: 180,117 shares; 2025Q1: 191,216 shares; 2025Q2: 187,782 shares; 2025Q3: 184,990 shares; 2025Q4: 193,343 shares; 2026Q1: 171,122 shares 171,122 $25.2M 0.21% -22,221 Timeline VFLO 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: 470,976 shares; 2025Q2: 700,609 shares; 2025Q3: 665,838 shares; 2025Q4: 635,050 shares; 2026Q1: 631,653 shares 631,653 $24.9M 0.21% -3,397 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: 47,297 shares; 2024Q4: 48,342 shares; 2025Q1: 53,717 shares; 2025Q2: 58,300 shares; 2025Q3: 60,943 shares; 2025Q4: 83,926 shares; 2026Q1: 73,602 shares 73,602 $24.9M 0.21% -10,324 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: 229,449 shares; 2024Q4: 253,404 shares; 2025Q1: 273,927 shares; 2025Q2: 293,119 shares; 2025Q3: 288,569 shares; 2025Q4: 306,197 shares; 2026Q1: 321,150 shares 321,150 $24.4M 0.21% +14,953 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: 308,694 shares; 2024Q4: 289,851 shares; 2025Q1: 303,172 shares; 2025Q2: 294,650 shares; 2025Q3: 294,585 shares; 2025Q4: 259,548 shares; 2026Q1: 250,840 shares 250,840 $24.4M 0.21% -8,708 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: 504,831 shares; 2024Q4: 483,602 shares; 2025Q1: 445,555 shares; 2025Q2: 789,415 shares; 2025Q3: 929,515 shares; 2025Q4: 908,726 shares; 2026Q1: 907,672 shares 907,672 $23.8M 0.2% -1,054 Timeline CLOI 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: 677,303 shares; 2024Q4: 662,997 shares; 2025Q1: 648,991 shares; 2025Q2: 635,803 shares; 2025Q3: 623,829 shares; 2025Q4: 607,560 shares; 2026Q1: 428,469 shares 428,469 $22.6M 0.19% -179,091 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: 78,071 shares; 2024Q4: 79,907 shares; 2025Q1: 81,547 shares; 2025Q2: 83,063 shares; 2025Q3: 84,809 shares; 2025Q4: 85,772 shares; 2026Q1: 67,579 shares 67,579 $22.2M 0.19% -18,193 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: 225,031 shares; 2024Q4: 201,857 shares; 2025Q1: 205,607 shares; 2025Q2: 205,196 shares; 2025Q3: 196,119 shares; 2025Q4: 178,845 shares; 2026Q1: 150,882 shares 150,882 $22M 0.19% -27,963 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: 105,094 shares; 2024Q4: 108,267 shares; 2025Q1: 115,554 shares; 2025Q2: 123,424 shares; 2025Q3: 124,939 shares; 2025Q4: 120,764 shares; 2026Q1: 113,747 shares 113,747 $21.9M 0.19% -7,017 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: 124,184 shares; 2024Q4: 130,108 shares; 2025Q1: 142,039 shares; 2025Q2: 140,659 shares; 2025Q3: 143,067 shares; 2025Q4: 147,558 shares; 2026Q1: 140,789 shares 140,789 $21.9M 0.19% -6,769 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: 377,484 shares; 2024Q4: 970,256 shares; 2025Q1: 950,964 shares; 2025Q2: 963,340 shares; 2025Q3: 954,844 shares; 2025Q4: 914,622 shares; 2026Q1: 850,727 shares 850,727 $21.8M 0.19% -63,895 Timeline THY NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 717,370 shares; 2024Q4: 848,807 shares; 2025Q1: 945,357 shares; 2025Q2: 1,030,426 shares; 2025Q3: 1,016,447 shares; 2025Q4: 1,022,247 shares; 2026Q1: 990,118 shares 990,118 $21.8M 0.19% -32,129 Timeline TOUS 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: not reported; 2024Q4: not reported; 2025Q1: 748,389 shares; 2025Q2: 709,707 shares; 2025Q3: 682,847 shares; 2025Q4: 650,751 shares; 2026Q1: 615,419 shares 615,419 $21.3M 0.18% -35,332 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: 52,548 shares; 2024Q4: 46,236 shares; 2025Q1: 55,279 shares; 2025Q2: 58,982 shares; 2025Q3: 61,335 shares; 2025Q4: 63,238 shares; 2026Q1: 61,177 shares 61,177 $20.9M 0.18% -2,061 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: 142,573 shares; 2024Q4: 154,601 shares; 2025Q1: 151,262 shares; 2025Q2: 216,618 shares; 2025Q3: 239,263 shares; 2025Q4: 271,334 shares; 2026Q1: 259,566 shares 259,566 $20.7M 0.18% -11,768 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,313 shares; 2024Q4: 67,517 shares; 2025Q1: 62,450 shares; 2025Q2: 67,427 shares; 2025Q3: 68,606 shares; 2025Q4: 64,619 shares; 2026Q1: 68,198 shares 68,198 $20.6M 0.18% +3,579 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: 47,033 shares; 2024Q4: 48,788 shares; 2025Q1: 54,340 shares; 2025Q2: 61,519 shares; 2025Q3: 68,266 shares; 2025Q4: 73,535 shares; 2026Q1: 71,565 shares 71,565 $20.3M 0.17% -1,970 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: 15,915 shares; 2024Q4: 15,151 shares; 2025Q1: 15,702 shares; 2025Q2: 16,267 shares; 2025Q3: 16,812 shares; 2025Q4: 18,469 shares; 2026Q1: 15,309 shares 15,309 $20.2M 0.17% -3,160 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: 307,526 shares; 2024Q4: 317,838 shares; 2025Q1: 307,067 shares; 2025Q2: 328,447 shares; 2025Q3: 287,272 shares; 2025Q4: 290,503 shares; 2026Q1: 260,499 shares 260,499 $20.2M 0.17% -30,004 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: 151,323 shares; 2024Q4: 153,264 shares; 2025Q1: 157,534 shares; 2025Q2: 161,012 shares; 2025Q3: 161,013 shares; 2025Q4: 163,014 shares; 2026Q1: 153,564 shares 153,564 $20.1M 0.17% -9,450 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: 165,147 shares; 2024Q4: 208,908 shares; 2025Q1: 104,937 shares; 2025Q2: 132,233 shares; 2025Q3: 58,345 shares; 2025Q4: 72,881 shares; 2026Q1: 180,465 shares 180,465 $20.1M 0.17% +107,584 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: 189,122 shares; 2024Q4: 130,256 shares; 2025Q1: 136,279 shares; 2025Q2: 173,866 shares; 2025Q3: 139,771 shares; 2025Q4: 109,670 shares; 2026Q1: 103,547 shares 103,547 $19.9M 0.17% -6,123 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: 38,394 shares; 2024Q4: 39,355 shares; 2025Q1: 39,088 shares; 2025Q2: 47,966 shares; 2025Q3: 62,024 shares; 2025Q4: 61,572 shares; 2026Q1: 60,785 shares 60,785 $19.8M 0.17% -787 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: 178,887 shares; 2024Q4: 169,306 shares; 2025Q1: 204,647 shares; 2025Q2: 218,564 shares; 2025Q3: 226,875 shares; 2025Q4: 238,956 shares; 2026Q1: 282,580 shares 282,580 $19.4M 0.17% +43,624 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: 148,456 shares; 2024Q4: 155,390 shares; 2025Q1: 165,389 shares; 2025Q2: 172,674 shares; 2025Q3: 157,466 shares; 2025Q4: 153,741 shares; 2026Q1: 133,936 shares 133,936 $19.3M 0.16% -19,805 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: 258,972 shares; 2024Q4: 270,267 shares; 2025Q1: 274,222 shares; 2025Q2: 291,381 shares; 2025Q3: 299,202 shares; 2025Q4: 294,522 shares; 2026Q1: 195,825 shares 195,825 $18.9M 0.16% -98,697 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 479,666 shares; 2024Q4: 96,168 shares; 2025Q1: 92,885 shares; 2025Q2: 89,882 shares; 2025Q3: 140,383 shares; 2025Q4: 137,115 shares; 2026Q1: 139,033 shares 139,033 $18.9M 0.16% +1,918 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 413,771 shares; 2024Q4: 436,825 shares; 2025Q1: 525,933 shares; 2025Q2: 534,359 shares; 2025Q3: 622,200 shares; 2025Q4: 656,578 shares; 2026Q1: 687,105 shares 687,105 $18.7M 0.16% +30,527 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: 44,433 shares; 2024Q4: 48,309 shares; 2025Q1: 52,864 shares; 2025Q2: 55,270 shares; 2025Q3: 60,677 shares; 2025Q4: 65,017 shares; 2026Q1: 59,909 shares 59,909 $18.6M 0.16% -5,108 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: 243,693 shares; 2024Q4: 243,704 shares; 2025Q1: 300,112 shares; 2025Q2: 242,656 shares; 2025Q3: 228,798 shares; 2025Q4: 237,918 shares; 2026Q1: 240,557 shares 240,557 $18.6M 0.16% +2,639 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,277 shares; 2025Q3: 657,125 shares; 2025Q4: 695,772 shares; 2026Q1: 729,076 shares 729,076 $18.5M 0.16% +33,304 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: 101,520 shares; 2024Q4: 113,050 shares; 2025Q1: 117,214 shares; 2025Q2: 82,652 shares; 2025Q3: 91,187 shares; 2025Q4: 96,282 shares; 2026Q1: 183,012 shares 183,012 $18.4M 0.16% +86,730 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 396,007 shares; 2024Q4: 428,823 shares; 2025Q1: 490,109 shares; 2025Q2: 549,397 shares; 2025Q3: 576,378 shares; 2025Q4: 531,367 shares; 2026Q1: 262,765 shares 262,765 $18.3M 0.16% -268,602 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: 62,169 shares; 2024Q4: 32,835 shares; 2025Q1: 61,475 shares; 2025Q2: 71,811 shares; 2025Q3: 80,747 shares; 2025Q4: 102,930 shares; 2026Q1: 90,163 shares 90,163 $18.3M 0.16% -12,767 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: 89,767 shares; 2024Q4: 86,906 shares; 2025Q1: 88,073 shares; 2025Q2: 81,522 shares; 2025Q3: 96,943 shares; 2025Q4: 91,940 shares; 2026Q1: 67,682 shares 67,682 $18.3M 0.16% -24,258 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: 331,085 shares; 2024Q4: 356,871 shares; 2025Q1: 403,211 shares; 2025Q2: 411,239 shares; 2025Q3: 410,827 shares; 2025Q4: 442,189 shares; 2026Q1: 465,073 shares 465,073 $17.9M 0.15% +22,884 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: 20,141 shares; 2024Q4: 19,288 shares; 2025Q1: 17,879 shares; 2025Q2: 17,737 shares; 2025Q3: 22,629 shares; 2025Q4: 21,549 shares; 2026Q1: 20,634 shares 20,634 $17.9M 0.15% -915 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: 14,592 shares; 2024Q4: 12,643 shares; 2025Q1: 13,065 shares; 2025Q2: 13,431 shares; 2025Q3: 14,064 shares; 2025Q4: 12,421 shares; 2026Q1: 12,090 shares 12,090 $17.8M 0.15% -331 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: 102,708 shares; 2024Q4: 99,780 shares; 2025Q1: 98,407 shares; 2025Q2: 98,393 shares; 2025Q3: 94,659 shares; 2025Q4: 89,357 shares; 2026Q1: 77,168 shares 77,168 $17.7M 0.15% -12,189 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: 159,594 shares; 2024Q4: 316,428 shares; 2025Q1: 256,538 shares; 2025Q2: 103,994 shares; 2025Q3: 169,346 shares; 2025Q4: 236,764 shares; 2026Q1: 759,320 shares 759,320 $17.4M 0.15% +522,556 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: 205,760 shares; 2024Q4: 225,976 shares; 2025Q1: 265,688 shares; 2025Q2: 494,265 shares; 2025Q3: 518,588 shares; 2025Q4: 505,727 shares; 2026Q1: 485,928 shares 485,928 $17.3M 0.15% -19,799 Timeline TDV 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: 287,227 shares; 2024Q4: 260,443 shares; 2025Q1: 245,093 shares; 2025Q2: 233,461 shares; 2025Q3: 224,852 shares; 2025Q4: 212,666 shares; 2026Q1: 200,974 shares 200,974 $17M 0.15% -11,692 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,868 shares; 2024Q4: 29,313 shares; 2025Q1: 409,079 shares; 2025Q2: 395,747 shares; 2025Q3: 376,134 shares; 2025Q4: 600,848 shares; 2026Q1: 622,362 shares 622,362 $17M 0.14% +21,514 Timeline EDGI ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 436,095 shares; 2025Q2: 1,610,459 shares; 2025Q3: 2,685,935 shares; 2025Q4: 3,652,277 shares; 2026Q1: 593,675 shares 593,675 $16.8M 0.14% -3,058,602 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: not reported; 2025Q1: 58,104 shares; 2025Q2: 60,378 shares; 2025Q3: 69,218 shares; 2025Q4: 76,329 shares; 2026Q1: 78,466 shares 78,466 $16.8M 0.14% +2,137 Timeline FLSP 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: 782,463 shares; 2024Q4: 759,975 shares; 2025Q1: 719,205 shares; 2025Q2: 717,441 shares; 2025Q3: 690,878 shares; 2025Q4: 660,914 shares; 2026Q1: 615,054 shares 615,054 $16.7M 0.14% -45,860 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: 243,584 shares; 2024Q4: 252,172 shares; 2025Q1: 263,490 shares; 2025Q2: 181,391 shares; 2025Q3: 171,775 shares; 2025Q4: 216,275 shares; 2026Q1: 199,455 shares 199,455 $16.5M 0.14% -16,820 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: 160,360 shares; 2024Q4: 269,650 shares; 2025Q1: 361,603 shares; 2025Q2: 402,982 shares; 2025Q3: 453,512 shares; 2025Q4: 429,250 shares; 2026Q1: 289,836 shares 289,836 $16.4M 0.14% -139,414 Timeline DCOR 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: 150,257 shares; 2024Q4: 170,943 shares; 2025Q1: 182,721 shares; 2025Q2: 204,500 shares; 2025Q3: 209,873 shares; 2025Q4: 217,705 shares; 2026Q1: 224,160 shares 224,160 $16.2M 0.14% +6,455 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: not reported; 2025Q3: 402,014 shares; 2025Q4: 424,260 shares; 2026Q1: 523,335 shares 523,335 $16M 0.14% +99,075 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,964 shares; 2024Q4: 51,001 shares; 2025Q1: 53,490 shares; 2025Q2: 59,357 shares; 2025Q3: 67,466 shares; 2025Q4: 74,992 shares; 2026Q1: 75,441 shares 75,441 $15.9M 0.14% +449 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,263 shares 80,263 $15.8M 0.13% new Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 423,477 shares; 2024Q4: 462,088 shares; 2025Q1: 523,778 shares; 2025Q2: 566,650 shares; 2025Q3: 592,003 shares; 2025Q4: 564,414 shares; 2026Q1: 276,621 shares 276,621 $15.8M 0.13% -287,793 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268,676 shares; 2024Q4: 241,352 shares; 2025Q1: 241,682 shares; 2025Q2: 194,289 shares; 2025Q3: 171,592 shares; 2025Q4: 308,979 shares; 2026Q1: 187,376 shares 187,376 $15.7M 0.13% -121,603 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: 311,401 shares; 2024Q4: 323,088 shares; 2025Q1: 450,893 shares; 2025Q2: 655,071 shares; 2025Q3: 729,845 shares; 2025Q4: 578,298 shares; 2026Q1: 539,527 shares 539,527 $15.6M 0.13% -38,771 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: 216,245 shares; 2024Q4: 268,328 shares; 2025Q1: 264,804 shares; 2025Q2: 317,627 shares; 2025Q3: 316,424 shares; 2025Q4: 343,339 shares; 2026Q1: 319,930 shares 319,930 $15.6M 0.13% -23,409 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: 3,359 shares; 2024Q4: 491,189 shares; 2025Q1: 104,706 shares; 2025Q2: 133,371 shares; 2025Q3: 146,409 shares; 2025Q4: 266,621 shares; 2026Q1: 107,134 shares 107,134 $15.5M 0.13% -159,487 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: 62,576 shares; 2024Q4: 64,511 shares; 2025Q1: 61,642 shares; 2025Q2: 56,445 shares; 2025Q3: 57,325 shares; 2025Q4: 69,657 shares; 2026Q1: 64,024 shares 64,024 $15.5M 0.13% -5,633 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: not reported; 2025Q1: 13,329 shares; 2025Q2: 14,825 shares; 2025Q3: 18,722 shares; 2025Q4: 17,987 shares; 2026Q1: 15,877 shares 15,877 $15.3M 0.13% -2,110 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: 12,930 shares; 2024Q4: 14,265 shares; 2025Q1: 13,729 shares; 2025Q2: 15,695 shares; 2025Q3: 17,026 shares; 2025Q4: 17,733 shares; 2026Q1: 17,932 shares 17,932 $15.2M 0.13% +199 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: 167,395 shares; 2024Q4: 164,880 shares; 2025Q1: 125,939 shares; 2025Q2: 126,815 shares; 2025Q3: 114,985 shares; 2025Q4: 123,067 shares; 2026Q1: 124,118 shares 124,118 $14.9M 0.13% +1,051 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: 76,236 shares; 2024Q4: 72,907 shares; 2025Q1: 72,645 shares; 2025Q2: 71,699 shares; 2025Q3: 81,619 shares; 2025Q4: 77,818 shares; 2026Q1: 74,808 shares 74,808 $14.8M 0.13% -3,010 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: 66,141 shares; 2024Q4: 107,341 shares; 2025Q1: 80,022 shares; 2025Q2: 69,830 shares; 2025Q3: 72,649 shares; 2025Q4: 97,303 shares; 2026Q1: 69,270 shares 69,270 $14.8M 0.13% -28,033 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: 73,751 shares; 2024Q4: 57,230 shares; 2025Q1: 49,374 shares; 2025Q2: 53,233 shares; 2025Q3: 48,838 shares; 2025Q4: 50,068 shares; 2026Q1: 65,243 shares 65,243 $14.7M 0.13% +15,175 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: 26,169 shares; 2024Q4: 25,454 shares; 2025Q1: 26,280 shares; 2025Q2: 33,634 shares; 2025Q3: 33,859 shares; 2025Q4: 26,273 shares; 2026Q1: 29,214 shares 29,214 $14.5M 0.12% +2,941 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: 314,583 shares; 2024Q4: 303,216 shares; 2025Q1: 318,848 shares; 2025Q2: 328,737 shares; 2025Q3: 532,075 shares; 2025Q4: 581,141 shares; 2026Q1: 316,393 shares 316,393 $14.4M 0.12% -264,748 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 439,103 shares; 2025Q2: 456,989 shares; 2025Q3: 481,330 shares; 2025Q4: 498,293 shares; 2026Q1: 598,097 shares 598,097 $14.4M 0.12% +99,804 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: 89,436 shares; 2024Q4: 88,497 shares; 2025Q1: 86,418 shares; 2025Q2: 85,584 shares; 2025Q3: 89,565 shares; 2025Q4: 93,134 shares; 2026Q1: 87,343 shares 87,343 $14.4M 0.12% -5,791 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: 17,463 shares; 2024Q4: 16,801 shares; 2025Q1: 16,349 shares; 2025Q2: 17,642 shares; 2025Q3: 22,104 shares; 2025Q4: 22,431 shares; 2026Q1: 21,024 shares 21,024 $14.3M 0.12% -1,407 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 133,677 shares; 2025Q3: 337,463 shares; 2025Q4: 396,234 shares; 2026Q1: 432,972 shares 432,972 $14.3M 0.12% +36,738 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,549 shares; 2024Q4: 9,752 shares; 2025Q1: 11,002 shares; 2025Q2: 14,167 shares; 2025Q3: 17,525 shares; 2025Q4: 19,462 shares; 2026Q1: 16,336 shares 16,336 $14.3M 0.12% -3,126 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,208 shares; 2024Q4: 218,606 shares; 2025Q1: 213,953 shares; 2025Q2: 238,291 shares; 2025Q3: 241,330 shares; 2025Q4: 233,759 shares; 2026Q1: 230,064 shares 230,064 $14.2M 0.12% -3,695 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: 80,501 shares; 2024Q4: 80,314 shares; 2025Q1: 78,416 shares; 2025Q2: 82,331 shares; 2025Q3: 80,933 shares; 2025Q4: 77,414 shares; 2026Q1: 72,821 shares 72,821 $14.1M 0.12% -4,593 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: 130,241 shares; 2024Q4: 128,608 shares; 2025Q1: 126,195 shares; 2025Q2: 123,604 shares; 2025Q3: 126,133 shares; 2025Q4: 115,329 shares; 2026Q1: 106,496 shares 106,496 $14.1M 0.12% -8,833 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: 61,273 shares; 2024Q4: 80,531 shares; 2025Q1: 94,972 shares; 2025Q2: 105,062 shares; 2025Q3: 122,249 shares; 2025Q4: 131,394 shares; 2026Q1: 96,007 shares 96,007 $14M 0.12% -35,387 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: 32,597 shares; 2024Q4: 30,621 shares; 2025Q1: 32,292 shares; 2025Q2: 36,110 shares; 2025Q3: 41,466 shares; 2025Q4: 41,600 shares; 2026Q1: 39,212 shares 39,212 $14M 0.12% -2,388 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: 70,141 shares; 2024Q4: 60,713 shares; 2025Q1: 77,982 shares; 2025Q2: 87,816 shares; 2025Q3: 79,422 shares; 2025Q4: 75,427 shares; 2026Q1: 75,001 shares 75,001 $14M 0.12% -426 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: 42,294 shares; 2025Q2: 333,741 shares; 2025Q3: 333,385 shares; 2025Q4: 375,408 shares; 2026Q1: 386,483 shares 386,483 $14M 0.12% +11,075 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: 188,697 shares; 2024Q4: 183,932 shares; 2025Q1: 174,717 shares; 2025Q2: 182,163 shares; 2025Q3: 170,773 shares; 2025Q4: 167,602 shares; 2026Q1: 135,957 shares 135,957 $14M 0.12% -31,645 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: 183,334 shares; 2024Q4: 95,671 shares; 2025Q1: 99,191 shares; 2025Q2: 124,132 shares; 2025Q3: 117,560 shares; 2025Q4: 121,432 shares; 2026Q1: 134,598 shares 134,598 $13.9M 0.12% +13,166 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: 74,527 shares; 2024Q4: 72,114 shares; 2025Q1: 70,551 shares; 2025Q2: 72,910 shares; 2025Q3: 64,876 shares; 2025Q4: 67,877 shares; 2026Q1: 58,631 shares 58,631 $13.9M 0.12% -9,246 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,215 shares; 2024Q4: 21,137 shares; 2025Q1: 22,798 shares; 2025Q2: 20,621 shares; 2025Q3: 20,770 shares; 2025Q4: 21,117 shares; 2026Q1: 18,915 shares 18,915 $13.8M 0.12% -2,202 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: 155,511 shares; 2024Q4: 157,430 shares; 2025Q1: 144,492 shares; 2025Q2: 143,222 shares; 2025Q3: 121,665 shares; 2025Q4: 87,136 shares; 2026Q1: 108,536 shares 108,536 $13.7M 0.12% +21,400 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,423 shares; 2024Q4: 64,042 shares; 2025Q1: 64,295 shares; 2025Q2: 60,849 shares; 2025Q3: 51,962 shares; 2025Q4: 43,322 shares; 2026Q1: 41,812 shares 41,812 $13.5M 0.12% -1,510 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,053 shares; 2024Q4: 206,499 shares; 2025Q1: 206,145 shares; 2025Q2: 194,672 shares; 2025Q3: 265,681 shares; 2025Q4: 267,549 shares; 2026Q1: 278,422 shares 278,422 $13.5M 0.12% +10,873 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,574 shares; 2024Q4: 72,191 shares; 2025Q1: 75,405 shares; 2025Q2: 136,885 shares; 2025Q3: 150,886 shares; 2025Q4: 162,935 shares; 2026Q1: 173,555 shares 173,555 $13.2M 0.11% +10,620 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: 89,824 shares; 2024Q4: 19,525 shares; 2025Q1: 64,029 shares; 2025Q2: 127,209 shares; 2025Q3: 157,260 shares; 2025Q4: 166,967 shares; 2026Q1: 127,460 shares 127,460 $12.8M 0.11% -39,507 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 474,357 shares; 2024Q4: 453,676 shares; 2025Q1: 423,211 shares; 2025Q2: 531,164 shares; 2025Q3: 526,143 shares; 2025Q4: 523,385 shares; 2026Q1: 423,820 shares 423,820 $12.8M 0.11% -99,565 Timeline CGIB 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 530,809 shares; 2025Q4: 524,902 shares; 2026Q1: 502,461 shares 502,461 $12.7M 0.11% -22,441 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: 552,718 shares; 2024Q4: 582,270 shares; 2025Q1: 668,445 shares; 2025Q2: 709,250 shares; 2025Q3: 473,044 shares; 2025Q4: 505,250 shares; 2026Q1: 446,491 shares 446,491 $12.5M 0.11% -58,759 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: 244,068 shares; 2024Q4: 235,522 shares; 2025Q1: 249,572 shares; 2025Q2: 252,941 shares; 2025Q3: 252,190 shares; 2025Q4: 262,420 shares; 2026Q1: 222,636 shares 222,636 $12.4M 0.11% -39,784 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: 122,065 shares; 2024Q4: 192,191 shares; 2025Q1: 151,304 shares; 2025Q2: 176,485 shares; 2025Q3: 161,116 shares; 2025Q4: 156,349 shares; 2026Q1: 130,739 shares 130,739 $12.3M 0.1% -25,610 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: 25,600 shares; 2024Q4: 24,414 shares; 2025Q1: 86,905 shares; 2025Q2: 111,809 shares; 2025Q3: 105,374 shares; 2025Q4: 120,709 shares; 2026Q1: 90,248 shares 90,248 $12.3M 0.1% -30,461 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: 3,032 shares; 2024Q4: 25,689 shares; 2025Q1: 26,283 shares; 2025Q2: 150,905 shares; 2025Q3: 35,114 shares; 2025Q4: 59,803 shares; 2026Q1: 50,939 shares 50,939 $12.2M 0.1% -8,864 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: 110,529 shares; 2024Q4: 101,907 shares; 2025Q1: 117,476 shares; 2025Q2: 141,664 shares; 2025Q3: 146,767 shares; 2025Q4: 152,977 shares; 2026Q1: 131,126 shares 131,126 $12.2M 0.1% -21,851 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: 74,648 shares; 2024Q4: 77,073 shares; 2025Q1: 78,745 shares; 2025Q2: 80,676 shares; 2025Q3: 84,589 shares; 2025Q4: 87,249 shares; 2026Q1: 75,381 shares 75,381 $12M 0.1% -11,868 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: 14,114 shares; 2024Q4: 59,601 shares; 2025Q1: 592,982 shares; 2025Q2: 841,791 shares; 2025Q3: 965,795 shares; 2025Q4: 1,011,450 shares; 2026Q1: 352,690 shares 352,690 $11.8M 0.1% -658,760 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: 201,430 shares; 2024Q4: 193,149 shares; 2025Q1: 190,526 shares; 2025Q2: 152,433 shares; 2025Q3: 152,403 shares; 2025Q4: 197,659 shares; 2026Q1: 146,618 shares 146,618 $11.6M 0.1% -51,041 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: 234,287 shares; 2024Q4: 240,849 shares; 2025Q1: 211,422 shares; 2025Q2: 192,192 shares; 2025Q3: 208,673 shares; 2025Q4: 227,303 shares; 2026Q1: 171,227 shares 171,227 $11.6M 0.1% -56,076 Timeline FLMI 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: 47,291 shares; 2024Q4: 43,278 shares; 2025Q1: 36,281 shares; 2025Q2: 413,451 shares; 2025Q3: 427,599 shares; 2025Q4: 436,049 shares; 2026Q1: 466,151 shares 466,151 $11.6M 0.1% +30,102 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: 165,524 shares; 2024Q4: 176,397 shares; 2025Q1: 222,904 shares; 2025Q2: 242,262 shares; 2025Q3: 273,635 shares; 2025Q4: 276,629 shares; 2026Q1: 229,928 shares 229,928 $11.5M 0.1% -46,701 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: 39,616 shares; 2024Q4: 41,332 shares; 2025Q1: 49,987 shares; 2025Q2: 53,484 shares; 2025Q3: 56,468 shares; 2025Q4: 60,869 shares; 2026Q1: 57,816 shares 57,816 $11.5M 0.1% -3,053 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: 86,475 shares; 2024Q4: 82,531 shares; 2025Q1: 87,400 shares; 2025Q2: 85,207 shares; 2025Q3: 90,068 shares; 2025Q4: 91,267 shares; 2026Q1: 86,575 shares 86,575 $11.4M 0.1% -4,692 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,851 shares; 2024Q4: 9,505 shares; 2025Q1: 18,851 shares; 2025Q2: 49,040 shares; 2025Q3: 84,451 shares; 2025Q4: 97,339 shares; 2026Q1: 104,943 shares 104,943 $11.4M 0.1% +7,604 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: 200,305 shares; 2024Q4: 148,463 shares; 2025Q1: 211,939 shares; 2025Q2: 209,139 shares; 2025Q3: 197,957 shares; 2025Q4: 156,049 shares; 2026Q1: 126,747 shares 126,747 $11.4M 0.1% -29,302 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: 43,857 shares; 2024Q4: 48,196 shares; 2025Q1: 50,279 shares; 2025Q2: 47,574 shares; 2025Q3: 42,900 shares; 2025Q4: 38,793 shares; 2026Q1: 35,446 shares 35,446 $11.3M 0.1% -3,347 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,297 shares; 2024Q4: 46,240 shares; 2025Q1: 45,539 shares; 2025Q2: 52,272 shares; 2025Q3: 51,200 shares; 2025Q4: 61,868 shares; 2026Q1: 131,403 shares 131,403 $11.2M 0.1% +69,535 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: 141,815 shares; 2024Q4: 135,524 shares; 2025Q1: 137,576 shares; 2025Q2: 106,174 shares; 2025Q3: 143,370 shares; 2025Q4: 175,722 shares; 2026Q1: 134,952 shares 134,952 $11.2M 0.1% -40,770 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: 39,733 shares; 2024Q4: 44,991 shares; 2025Q1: 45,583 shares; 2025Q2: 45,522 shares; 2025Q3: 38,964 shares; 2025Q4: 42,459 shares; 2026Q1: 41,102 shares 41,102 $11M 0.09% -1,357 Timeline GSSC 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: 174,494 shares; 2025Q1: 177,532 shares; 2025Q2: 177,845 shares; 2025Q3: 170,651 shares; 2025Q4: 167,211 shares; 2026Q1: 145,427 shares 145,427 $10.8M 0.09% -21,784 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,629 shares; 2024Q4: 115,587 shares; 2025Q1: 108,977 shares; 2025Q2: 117,624 shares; 2025Q3: 112,017 shares; 2025Q4: 108,930 shares; 2026Q1: 108,023 shares 108,023 $10.8M 0.09% -907 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: 102,821 shares; 2024Q4: 102,693 shares; 2025Q1: 106,072 shares; 2025Q2: 108,213 shares; 2025Q3: 103,371 shares; 2025Q4: 103,234 shares; 2026Q1: 93,920 shares 93,920 $10.7M 0.09% -9,314 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,782 shares; 2024Q4: 156,181 shares; 2025Q1: 180,645 shares; 2025Q2: 197,733 shares; 2025Q3: 191,416 shares; 2025Q4: 191,075 shares; 2026Q1: 184,287 shares 184,287 $10.6M 0.09% -6,788 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: 40,696 shares; 2024Q4: 39,690 shares; 2025Q1: 40,072 shares; 2025Q2: 39,811 shares; 2025Q3: 36,610 shares; 2025Q4: 32,275 shares; 2026Q1: 24,882 shares 24,882 $10.6M 0.09% -7,393 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: 27,718 shares; 2024Q4: 28,937 shares; 2025Q1: 69,857 shares; 2025Q2: 56,451 shares; 2025Q3: 52,621 shares; 2025Q4: 52,311 shares; 2026Q1: 50,811 shares 50,811 $10.6M 0.09% -1,500 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: 254,851 shares 254,851 $10.5M 0.09% new 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: 179,565 shares; 2024Q4: 117,847 shares; 2025Q1: 146,188 shares; 2025Q2: 134,094 shares; 2025Q3: 147,794 shares; 2025Q4: 158,127 shares; 2026Q1: 109,405 shares 109,405 $10.4M 0.09% -48,722 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 389,178 shares; 2024Q4: 376,467 shares; 2025Q1: 342,903 shares; 2025Q2: 334,711 shares; 2025Q3: 330,524 shares; 2025Q4: 313,495 shares; 2026Q1: 263,263 shares 263,263 $10.4M 0.09% -50,232 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: 69,017 shares; 2024Q4: 62,521 shares; 2025Q1: 62,157 shares; 2025Q2: 61,267 shares; 2025Q3: 53,671 shares; 2025Q4: 54,788 shares; 2026Q1: 52,182 shares 52,182 $10.3M 0.09% -2,606 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,992 shares; 2024Q4: 66,514 shares; 2025Q1: 72,968 shares; 2025Q2: 92,575 shares; 2025Q3: 141,815 shares; 2025Q4: 161,736 shares; 2026Q1: 176,230 shares 176,230 $10.3M 0.09% +14,494 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: 140,002 shares; 2024Q4: 117,368 shares; 2025Q1: 123,721 shares; 2025Q2: 128,532 shares; 2025Q3: 167,764 shares; 2025Q4: 172,180 shares; 2026Q1: 145,509 shares 145,509 $10.2M 0.09% -26,671 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279,581 shares; 2024Q4: 288,625 shares; 2025Q1: 268,618 shares; 2025Q2: 322,048 shares; 2025Q3: 335,253 shares; 2025Q4: 304,530 shares; 2026Q1: 311,863 shares 311,863 $10.1M 0.09% +7,333 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,038 shares; 2024Q4: 168,390 shares; 2025Q1: 207,944 shares; 2025Q2: 186,174 shares; 2025Q3: 177,937 shares; 2025Q4: 237,478 shares; 2026Q1: 199,512 shares 199,512 $10.1M 0.09% -37,966 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,583 shares; 2024Q4: 114,106 shares; 2025Q1: 112,309 shares; 2025Q2: 112,321 shares; 2025Q3: 90,994 shares; 2025Q4: 34,757 shares; 2026Q1: 32,157 shares 32,157 $10.1M 0.09% -2,600 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: 42,364 shares; 2024Q4: 41,198 shares; 2025Q1: 40,509 shares; 2025Q2: 40,058 shares; 2025Q3: 45,772 shares; 2025Q4: 42,602 shares; 2026Q1: 30,816 shares 30,816 $10.1M 0.09% -11,786 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: 29,258 shares; 2024Q4: 120,604 shares; 2025Q1: 480,479 shares; 2025Q2: 602,503 shares; 2025Q3: 659,890 shares; 2025Q4: 852,088 shares; 2026Q1: 344,389 shares 344,389 $10M 0.09% -507,699 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,076 shares; 2024Q4: 84,015 shares; 2025Q1: 114,232 shares; 2025Q2: 175,393 shares; 2025Q3: 202,161 shares; 2025Q4: 244,048 shares; 2026Q1: 230,591 shares 230,591 $9.94M 0.08% -13,457 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: 108,810 shares; 2024Q4: 121,869 shares; 2025Q1: 137,488 shares; 2025Q2: 138,630 shares; 2025Q3: 240,086 shares; 2025Q4: 259,424 shares; 2026Q1: 276,053 shares 276,053 $9.91M 0.08% +16,629 Timeline EALT 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: 77,383 shares; 2025Q2: 203,221 shares; 2025Q3: 234,141 shares; 2025Q4: 260,189 shares; 2026Q1: 294,579 shares 294,579 $9.89M 0.08% +34,390 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: 176,661 shares; 2026Q1: 171,588 shares 171,588 $9.78M 0.08% -5,073 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,569 shares; 2024Q4: 18,789 shares; 2025Q1: 22,055 shares; 2025Q2: 23,772 shares; 2025Q3: 24,672 shares; 2025Q4: 104,288 shares; 2026Q1: 93,337 shares 93,337 $9.76M 0.08% -10,951 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: 114,228 shares; 2024Q4: 109,105 shares; 2025Q1: 106,138 shares; 2025Q2: 96,058 shares; 2025Q3: 92,274 shares; 2025Q4: 173,592 shares; 2026Q1: 87,970 shares 87,970 $9.72M 0.08% -85,622 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,748 shares; 2024Q4: 9,561 shares; 2025Q1: 9,885 shares; 2025Q2: 10,592 shares; 2025Q3: 10,897 shares; 2025Q4: 19,750 shares; 2026Q1: 17,874 shares 17,874 $9.62M 0.08% -1,876 Timeline CCNR RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 239,643 shares 239,643 $9.61M 0.08% new 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: 137,458 shares; 2024Q4: 144,956 shares; 2025Q1: 156,357 shares; 2025Q2: 174,821 shares; 2025Q3: 175,257 shares; 2025Q4: 179,357 shares; 2026Q1: 145,459 shares 145,459 $9.6M 0.08% -33,898 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: 28,585 shares; 2024Q4: 28,014 shares; 2025Q1: 31,759 shares; 2025Q2: 30,950 shares; 2025Q3: 29,462 shares; 2025Q4: 31,372 shares; 2026Q1: 27,190 shares 27,190 $9.57M 0.08% -4,182 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: 86,802 shares; 2024Q4: 90,026 shares; 2025Q1: 64,460 shares; 2025Q2: 91,478 shares; 2025Q3: 100,321 shares; 2025Q4: 109,457 shares; 2026Q1: 68,638 shares 68,638 $9.57M 0.08% -40,819 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: 32,531 shares; 2024Q4: 35,525 shares; 2025Q1: 33,523 shares; 2025Q2: 34,756 shares; 2025Q3: 33,688 shares; 2025Q4: 30,466 shares; 2026Q1: 21,943 shares 21,943 $9.49M 0.08% -8,523 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: 146,148 shares; 2024Q4: 140,265 shares; 2025Q1: 132,934 shares; 2025Q2: 134,509 shares; 2025Q3: 142,367 shares; 2025Q4: 262,510 shares; 2026Q1: 205,908 shares 205,908 $9.45M 0.08% -56,602 Timeline UITB 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: 1,572,636 shares; 2024Q4: 1,543,057 shares; 2025Q1: 13,655 shares; 2025Q2: 153,563 shares; 2025Q3: 188,356 shares; 2025Q4: 204,203 shares; 2026Q1: 199,512 shares 199,512 $9.38M 0.08% -4,691 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: 56,006 shares; 2024Q4: 87,111 shares; 2025Q1: 109,556 shares; 2025Q2: 155,285 shares; 2025Q3: 183,121 shares; 2025Q4: 212,194 shares; 2026Q1: 233,296 shares 233,296 $9.38M 0.08% +21,102 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: 12,855 shares; 2024Q4: 13,059 shares; 2025Q1: 14,084 shares; 2025Q2: 16,718 shares; 2025Q3: 16,451 shares; 2025Q4: 20,408 shares; 2026Q1: 20,325 shares 20,325 $9.37M 0.08% -83 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: 33,133 shares; 2024Q4: 36,626 shares; 2025Q1: 55,435 shares; 2025Q2: 270,615 shares; 2025Q3: 290,796 shares; 2025Q4: 305,127 shares; 2026Q1: 254,484 shares 254,484 $9.35M 0.08% -50,643 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,891 shares; 2024Q4: 102,428 shares; 2025Q1: 85,091 shares; 2025Q2: 92,848 shares; 2025Q3: 85,809 shares; 2025Q4: 71,254 shares; 2026Q1: 59,894 shares 59,894 $9.31M 0.08% -11,360 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,935 shares; 2024Q4: 30,131 shares; 2025Q1: 103,394 shares; 2025Q2: 197,732 shares; 2025Q3: 199,545 shares; 2025Q4: 213,225 shares; 2026Q1: 198,137 shares 198,137 $9.14M 0.08% -15,088 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 289,699 shares 289,699 $9.13M 0.08% new 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: 31,734 shares; 2024Q4: 31,212 shares; 2025Q1: 31,606 shares; 2025Q2: 32,633 shares; 2025Q3: 32,225 shares; 2025Q4: 33,783 shares; 2026Q1: 26,422 shares 26,422 $9.07M 0.08% -7,361 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: 77,288 shares; 2024Q4: 52,483 shares; 2025Q1: 92,204 shares; 2025Q2: 92,358 shares; 2025Q3: 83,182 shares; 2025Q4: 85,092 shares; 2026Q1: 90,387 shares 90,387 $8.71M 0.07% +5,295 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: 32,423 shares; 2024Q4: 33,621 shares; 2025Q1: 34,672 shares; 2025Q2: 39,469 shares; 2025Q3: 42,790 shares; 2025Q4: 42,323 shares; 2026Q1: 56,894 shares 56,894 $8.69M 0.07% +14,571 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: 73,228 shares; 2024Q4: 76,410 shares; 2025Q1: 91,020 shares; 2025Q2: 94,876 shares; 2025Q3: 121,441 shares; 2025Q4: 124,671 shares; 2026Q1: 100,074 shares 100,074 $8.67M 0.07% -24,597 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,459 shares; 2024Q4: 52,638 shares; 2025Q1: 40,313 shares; 2025Q2: 40,142 shares; 2025Q3: 37,507 shares; 2025Q4: 33,415 shares; 2026Q1: 32,464 shares 32,464 $8.64M 0.07% -951 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: 63,004 shares; 2024Q4: 63,006 shares; 2025Q1: 69,913 shares; 2025Q2: 73,706 shares; 2025Q3: 78,358 shares; 2025Q4: 78,957 shares; 2026Q1: 92,669 shares 92,669 $8.62M 0.07% +13,712 Timeline PJUL 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: 53,496 shares; 2024Q4: 56,016 shares; 2025Q1: 86,424 shares; 2025Q2: 171,897 shares; 2025Q3: 210,762 shares; 2025Q4: 218,823 shares; 2026Q1: 186,889 shares 186,889 $8.59M 0.07% -31,934 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: 261,268 shares 261,268 $8.55M 0.07% new 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: 53,253 shares; 2024Q4: 53,044 shares; 2025Q1: 55,104 shares; 2025Q2: 55,502 shares; 2025Q3: 52,306 shares; 2025Q4: 53,188 shares; 2026Q1: 49,051 shares 49,051 $8.51M 0.07% -4,137 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: 33,379 shares; 2024Q4: 32,256 shares; 2025Q1: 27,208 shares; 2025Q2: 31,690 shares; 2025Q3: 34,836 shares; 2025Q4: 32,897 shares; 2026Q1: 29,599 shares 29,599 $8.49M 0.07% -3,298 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,025 shares; 2024Q4: 41,933 shares; 2025Q1: 45,194 shares; 2025Q2: 49,237 shares; 2025Q3: 77,938 shares; 2025Q4: 98,928 shares; 2026Q1: 102,919 shares 102,919 $8.49M 0.07% +3,991 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,331 shares; 2024Q4: 47,592 shares; 2025Q1: 45,123 shares; 2025Q2: 42,640 shares; 2025Q3: 44,412 shares; 2025Q4: 59,279 shares; 2026Q1: 90,821 shares 90,821 $8.47M 0.07% +31,542 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: 79,188 shares; 2024Q4: 72,633 shares; 2025Q1: 71,948 shares; 2025Q2: 67,793 shares; 2025Q3: 66,160 shares; 2025Q4: 123,104 shares; 2026Q1: 112,682 shares 112,682 $8.47M 0.07% -10,422 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: 21,508 shares; 2024Q4: 24,364 shares; 2025Q1: 52,805 shares; 2025Q2: 286,599 shares; 2025Q3: 299,431 shares; 2025Q4: 306,620 shares; 2026Q1: 241,065 shares 241,065 $8.45M 0.07% -65,555 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: 70,650 shares; 2024Q4: 77,009 shares; 2025Q1: 74,914 shares; 2025Q2: 68,544 shares; 2025Q3: 56,942 shares; 2025Q4: 54,117 shares; 2026Q1: 44,234 shares 44,234 $8.39M 0.07% -9,883 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: 12,712 shares; 2024Q4: 8,595 shares; 2025Q1: 9,610 shares; 2025Q2: 8,598 shares; 2025Q3: 16,973 shares; 2025Q4: 18,061 shares; 2026Q1: 19,189 shares 19,189 $8.33M 0.07% +1,128 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: 184,739 shares; 2025Q1: 239,588 shares; 2025Q2: 284,972 shares; 2025Q3: 293,056 shares; 2025Q4: 380,580 shares; 2026Q1: 397,183 shares 397,183 $8.32M 0.07% +16,603 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277,100 shares; 2024Q4: 201,430 shares; 2025Q1: 192,034 shares; 2025Q2: 174,075 shares; 2025Q3: 176,750 shares; 2025Q4: 179,964 shares; 2026Q1: 224,693 shares 224,693 $8.27M 0.07% +44,729 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: 73,612 shares; 2024Q4: 78,008 shares; 2025Q1: 77,903 shares; 2025Q2: 78,716 shares; 2025Q3: 84,748 shares; 2025Q4: 84,068 shares; 2026Q1: 88,837 shares 88,837 $8.2M 0.07% +4,769 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: 184,325 shares; 2024Q4: 177,474 shares; 2025Q1: 181,068 shares; 2025Q2: 181,099 shares; 2025Q3: 247,171 shares; 2025Q4: 263,729 shares; 2026Q1: 174,275 shares 174,275 $8.18M 0.07% -89,454 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: 30,895 shares; 2024Q4: 530,005 shares; 2025Q1: 32,681 shares; 2025Q2: 33,450 shares; 2025Q3: 33,430 shares; 2025Q4: 29,025 shares; 2026Q1: 28,118 shares 28,118 $8.17M 0.07% -907 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: 49,678 shares; 2024Q4: 54,663 shares; 2025Q1: 41,857 shares; 2025Q2: 41,234 shares; 2025Q3: 41,945 shares; 2025Q4: 47,005 shares; 2026Q1: 33,589 shares 33,589 $8.14M 0.07% -13,416 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: 43,024 shares; 2024Q4: 42,939 shares; 2025Q1: 42,017 shares; 2025Q2: 26,829 shares; 2025Q3: 19,102 shares; 2025Q4: 18,835 shares; 2026Q1: 16,511 shares 16,511 $8.12M 0.07% -2,324 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: 125,955 shares; 2024Q4: 130,528 shares; 2025Q1: 125,641 shares; 2025Q2: 112,294 shares; 2025Q3: 105,488 shares; 2025Q4: 84,230 shares; 2026Q1: 85,895 shares 85,895 $8.04M 0.07% +1,665 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 160,535 shares 160,535 $8.02M 0.07% new Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,188 shares; 2024Q4: 10,434 shares; 2025Q1: 12,169 shares; 2025Q2: 10,857 shares; 2025Q3: 45,262 shares; 2025Q4: 77,601 shares; 2026Q1: 78,039 shares 78,039 $7.97M 0.07% +438 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,247 shares; 2024Q4: 80,290 shares; 2025Q1: 114,667 shares; 2025Q2: 93,040 shares; 2025Q3: 89,688 shares; 2025Q4: 76,145 shares; 2026Q1: 74,935 shares 74,935 $7.88M 0.07% -1,210 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,657 shares; 2025Q1: 184,138 shares; 2025Q2: 447,093 shares; 2025Q3: 502,726 shares; 2025Q4: 494,570 shares; 2026Q1: 233,473 shares 233,473 $7.88M 0.07% -261,097 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: 36,621 shares; 2024Q4: 31,035 shares; 2025Q1: 36,178 shares; 2025Q2: 40,435 shares; 2025Q3: 43,083 shares; 2025Q4: 35,663 shares; 2026Q1: 35,948 shares 35,948 $7.87M 0.07% +285 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: 16,280 shares; 2024Q4: 17,713 shares; 2025Q1: 21,217 shares; 2025Q2: 24,044 shares; 2025Q3: 28,189 shares; 2025Q4: 32,575 shares; 2026Q1: 39,658 shares 39,658 $7.84M 0.07% +7,083 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: 186,265 shares; 2024Q4: 186,826 shares; 2025Q1: 184,614 shares; 2025Q2: 148,130 shares; 2025Q3: 139,898 shares; 2025Q4: 136,696 shares; 2026Q1: 131,851 shares 131,851 $7.81M 0.07% -4,845 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: 31,651 shares; 2025Q3: 216,915 shares; 2025Q4: 235,612 shares; 2026Q1: 265,374 shares 265,374 $7.79M 0.07% +29,762 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,934 shares; 2024Q4: 150,839 shares; 2025Q1: 120,498 shares; 2025Q2: 121,015 shares; 2025Q3: 118,416 shares; 2025Q4: 154,346 shares; 2026Q1: 101,858 shares 101,858 $7.78M 0.07% -52,488 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,253 shares; 2025Q2: 8,983 shares; 2025Q3: 10,195 shares; 2025Q4: 14,067 shares; 2026Q1: 11,062 shares 11,062 $7.77M 0.07% -3,005 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: 161,724 shares; 2024Q4: 244,869 shares; 2025Q1: 242,462 shares; 2025Q2: 242,353 shares; 2025Q3: 248,870 shares; 2025Q4: 246,839 shares; 2026Q1: 231,759 shares 231,759 $7.77M 0.07% -15,080 Timeline PAPR 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: 186,035 shares; 2024Q4: 184,541 shares; 2025Q1: 187,821 shares; 2025Q2: 196,814 shares; 2025Q3: 221,628 shares; 2025Q4: 213,500 shares; 2026Q1: 195,167 shares 195,167 $7.77M 0.07% -18,333 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,555 shares; 2024Q4: 144,166 shares; 2025Q1: 160,083 shares; 2025Q2: 363,757 shares; 2025Q3: 737,924 shares; 2025Q4: 742,060 shares; 2026Q1: 680,036 shares 680,036 $7.67M 0.07% -62,024 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,412 shares; 2024Q4: 43,778 shares; 2025Q1: 84,299 shares; 2025Q2: 78,810 shares; 2025Q3: 107,245 shares; 2025Q4: 117,626 shares; 2026Q1: 105,976 shares 105,976 $7.67M 0.07% -11,650 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,635 shares; 2024Q4: 20,040 shares; 2025Q1: 20,527 shares; 2025Q2: 21,899 shares; 2025Q3: 19,225 shares; 2025Q4: 18,296 shares; 2026Q1: 14,101 shares 14,101 $7.66M 0.07% -4,195 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,616 shares; 2024Q4: 143,970 shares; 2025Q1: 124,667 shares; 2025Q2: 115,841 shares; 2025Q3: 110,218 shares; 2025Q4: 103,483 shares; 2026Q1: 96,519 shares 96,519 $7.63M 0.07% -6,964 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: 119,512 shares; 2024Q4: 95,622 shares; 2025Q1: 103,035 shares; 2025Q2: 150,539 shares; 2025Q3: 159,689 shares; 2025Q4: 175,634 shares; 2026Q1: 146,031 shares 146,031 $7.58M 0.06% -29,603 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: 93,082 shares; 2024Q4: 110,163 shares; 2025Q1: 117,915 shares; 2025Q2: 201,018 shares; 2025Q3: 210,702 shares; 2025Q4: 214,214 shares; 2026Q1: 218,740 shares 218,740 $7.56M 0.06% +4,526 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: 83,877 shares; 2024Q4: 92,570 shares; 2025Q1: 98,233 shares; 2025Q2: 90,015 shares; 2025Q3: 88,426 shares; 2025Q4: 83,452 shares; 2026Q1: 76,687 shares 76,687 $7.54M 0.06% -6,765 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,418 shares; 2024Q4: 5,616 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,369 shares; 2025Q4: 26,368 shares; 2026Q1: 27,822 shares 27,822 $7.53M 0.06% +1,454 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: 9,542 shares; 2024Q4: 11,915 shares; 2025Q1: 13,837 shares; 2025Q2: 17,943 shares; 2025Q3: 19,155 shares; 2025Q4: 26,959 shares; 2026Q1: 17,442 shares 17,442 $7.5M 0.06% -9,517 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: 12,902 shares; 2024Q4: 12,510 shares; 2025Q1: 13,111 shares; 2025Q2: 19,875 shares; 2025Q3: 18,069 shares; 2025Q4: 19,923 shares; 2026Q1: 13,308 shares 13,308 $7.5M 0.06% -6,615 Timeline AMID 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: 279,470 shares; 2024Q4: 263,239 shares; 2025Q1: 256,014 shares; 2025Q2: 259,675 shares; 2025Q3: 248,484 shares; 2025Q4: 237,981 shares; 2026Q1: 232,242 shares 232,242 $7.47M 0.06% -5,739 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294,454 shares; 2024Q4: 304,311 shares; 2025Q1: 304,943 shares; 2025Q2: 301,010 shares; 2025Q3: 308,722 shares; 2025Q4: 314,973 shares; 2026Q1: 222,265 shares 222,265 $7.45M 0.06% -92,708 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: 173,951 shares; 2024Q4: 178,852 shares; 2025Q1: 193,218 shares; 2025Q2: 275,591 shares; 2025Q3: 273,876 shares; 2025Q4: 280,595 shares; 2026Q1: 289,623 shares 289,623 $7.42M 0.06% +9,028 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: 129,915 shares; 2024Q4: 120,581 shares; 2025Q1: 124,928 shares; 2025Q2: 166,697 shares; 2025Q3: 132,582 shares; 2025Q4: 119,302 shares; 2026Q1: 126,720 shares 126,720 $7.42M 0.06% +7,418 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,751 shares; 2024Q4: 16,364 shares; 2025Q1: 16,664 shares; 2025Q2: 20,373 shares; 2025Q3: 20,310 shares; 2025Q4: 30,149 shares; 2026Q1: 43,105 shares 43,105 $7.42M 0.06% +12,956 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: 14,132 shares; 2024Q4: 14,619 shares; 2025Q1: 18,300 shares; 2025Q2: 20,156 shares; 2025Q3: 21,952 shares; 2025Q4: 23,111 shares; 2026Q1: 22,130 shares 22,130 $7.27M 0.06% -981 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: 15,421 shares; 2024Q4: 62,169 shares; 2025Q1: 66,805 shares; 2025Q2: 68,289 shares; 2025Q3: 72,710 shares; 2025Q4: 81,823 shares; 2026Q1: 105,858 shares 105,858 $7.25M 0.06% +24,035 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,287 shares; 2024Q4: 62,000 shares; 2025Q1: 69,363 shares; 2025Q2: 73,538 shares; 2025Q3: 73,945 shares; 2025Q4: 66,314 shares; 2026Q1: 61,619 shares 61,619 $7.22M 0.06% -4,695 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,718 shares; 2024Q4: 21,575 shares; 2025Q1: 18,868 shares; 2025Q2: 21,839 shares; 2025Q3: 19,165 shares; 2025Q4: 25,197 shares; 2026Q1: 18,551 shares 18,551 $7.2M 0.06% -6,646 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,837 shares; 2024Q4: 68,740 shares; 2025Q1: 73,225 shares; 2025Q2: 82,219 shares; 2025Q3: 90,520 shares; 2025Q4: 95,949 shares; 2026Q1: 99,509 shares 99,509 $7.14M 0.06% +3,560 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,862 shares; 2026Q1: 78,453 shares 78,453 $7.14M 0.06% -10,409 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: 36,614 shares; 2024Q4: 36,570 shares; 2025Q1: 38,296 shares; 2025Q2: 32,342 shares; 2025Q3: 30,894 shares; 2025Q4: 34,319 shares; 2026Q1: 75,732 shares 75,732 $7.14M 0.06% +41,413 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 196,469 shares 196,469 $7.12M 0.06% new Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,699 shares; 2024Q4: 23,344 shares; 2025Q1: 32,396 shares; 2025Q2: 22,188 shares; 2025Q3: 22,651 shares; 2025Q4: 318,520 shares; 2026Q1: 333,447 shares 333,447 $7.12M 0.06% +14,927 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,909 shares; 2024Q4: 11,659 shares; 2025Q1: 11,817 shares; 2025Q2: 11,965 shares; 2025Q3: 11,482 shares; 2025Q4: 7,456 shares; 2026Q1: 5,156 shares 5,156 $7.11M 0.06% -2,300 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: 95,029 shares; 2024Q4: 100,623 shares; 2025Q1: 115,511 shares; 2025Q2: 110,281 shares; 2025Q3: 199,723 shares; 2025Q4: 214,103 shares; 2026Q1: 212,969 shares 212,969 $7.11M 0.06% -1,134 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: 198,029 shares; 2024Q4: 203,695 shares; 2025Q1: 213,968 shares; 2025Q2: 181,742 shares; 2025Q3: 195,654 shares; 2025Q4: 221,393 shares; 2026Q1: 245,887 shares 245,887 $7.06M 0.06% +24,494 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: 2,125 shares; 2024Q4: 2,102 shares; 2025Q1: 2,138 shares; 2025Q2: 2,276 shares; 2025Q3: 2,247 shares; 2025Q4: 1,912 shares; 2026Q1: 1,665 shares 1,665 $7.01M 0.06% -247 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 123,980 shares; 2025Q3: 195,455 shares; 2025Q4: 227,041 shares; 2026Q1: 140,031 shares 140,031 $7.01M 0.06% -87,010 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,030 shares; 2024Q4: 75,175 shares; 2025Q1: 75,039 shares; 2025Q2: 170,492 shares; 2025Q3: 171,654 shares; 2025Q4: 167,041 shares; 2026Q1: 150,075 shares 150,075 $6.96M 0.06% -16,966 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: 14,373 shares; 2024Q4: 14,131 shares; 2025Q1: 18,717 shares; 2025Q2: 23,756 shares; 2025Q3: 24,980 shares; 2025Q4: 28,026 shares; 2026Q1: 29,556 shares 29,556 $6.81M 0.06% +1,530 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: 2,452 shares; 2024Q4: not reported; 2025Q1: 2,453 shares; 2025Q2: 3,346 shares; 2025Q3: 6,315 shares; 2025Q4: 16,162 shares; 2026Q1: 17,332 shares 17,332 $6.79M 0.06% +1,170 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,534 shares; 2024Q4: 81,009 shares; 2025Q1: 84,505 shares; 2025Q2: 90,042 shares; 2025Q3: 92,882 shares; 2025Q4: 147,240 shares; 2026Q1: 137,189 shares 137,189 $6.77M 0.06% -10,051 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: 28,319 shares; 2025Q2: 58,584 shares; 2025Q3: 162,709 shares; 2025Q4: 183,072 shares; 2026Q1: 214,390 shares 214,390 $6.77M 0.06% +31,318 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: 67,966 shares; 2024Q4: 129,641 shares; 2025Q1: 70,933 shares; 2025Q2: 66,554 shares; 2025Q3: 65,082 shares; 2025Q4: 68,310 shares; 2026Q1: 52,343 shares 52,343 $6.74M 0.06% -15,967 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: 201,826 shares; 2024Q4: 229,524 shares; 2025Q1: 232,958 shares; 2025Q2: 257,379 shares; 2025Q3: 212,971 shares; 2025Q4: 169,665 shares; 2026Q1: 164,191 shares 164,191 $6.74M 0.06% -5,474 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,940 shares; 2024Q4: 48,828 shares; 2025Q1: 46,493 shares; 2025Q2: 46,102 shares; 2025Q3: 45,124 shares; 2025Q4: 43,922 shares; 2026Q1: 32,216 shares 32,216 $6.73M 0.06% -11,706 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: 39,635 shares; 2024Q4: 45,198 shares; 2025Q1: 61,335 shares; 2025Q2: 74,222 shares; 2025Q3: 103,557 shares; 2025Q4: 101,974 shares; 2026Q1: 93,533 shares 93,533 $6.73M 0.06% -8,441 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,054 shares; 2024Q4: 12,004 shares; 2025Q1: 12,476 shares; 2025Q2: 12,293 shares; 2025Q3: 10,356 shares; 2025Q4: 11,023 shares; 2026Q1: 9,830 shares 9,830 $6.7M 0.06% -1,193 Timeline BENJ HORIZON FDS More: the full row for HORIZON 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: 122,977 shares; 2025Q3: 132,017 shares; 2025Q4: 129,957 shares; 2026Q1: 127,545 shares 127,545 $6.68M 0.06% -2,412 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,506 shares; 2024Q4: 21,087 shares; 2025Q1: 82,822 shares; 2025Q2: 120,458 shares; 2025Q3: 124,985 shares; 2025Q4: 135,925 shares; 2026Q1: 120,527 shares 120,527 $6.65M 0.06% -15,398 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: 53,033 shares; 2024Q4: 67,690 shares; 2025Q1: 49,809 shares; 2025Q2: 51,890 shares; 2025Q3: 52,016 shares; 2025Q4: 27,696 shares; 2026Q1: 18,540 shares 18,540 $6.61M 0.06% -9,156 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: 218,702 shares; 2024Q4: 238,093 shares; 2025Q1: 226,930 shares; 2025Q2: 157,328 shares; 2025Q3: 138,692 shares; 2025Q4: 121,492 shares; 2026Q1: 83,939 shares 83,939 $6.6M 0.06% -37,553 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: 15,954 shares; 2024Q4: 17,787 shares; 2025Q1: 18,180 shares; 2025Q2: 20,180 shares; 2025Q3: 9,770 shares; 2025Q4: 13,625 shares; 2026Q1: 10,862 shares 10,862 $6.56M 0.06% -2,763 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: 8,101 shares; 2024Q4: 8,912 shares; 2025Q1: 11,483 shares; 2025Q2: 17,969 shares; 2025Q3: 20,560 shares; 2025Q4: 21,199 shares; 2026Q1: 23,386 shares 23,386 $6.53M 0.06% +2,187 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: 157,322 shares; 2024Q4: 149,519 shares; 2025Q1: 155,559 shares; 2025Q2: 188,561 shares; 2025Q3: 98,895 shares; 2025Q4: 140,672 shares; 2026Q1: 129,420 shares 129,420 $6.52M 0.06% -11,252 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,919 shares; 2024Q4: 318,484 shares; 2025Q1: 289,402 shares; 2025Q2: 354,274 shares; 2025Q3: 345,079 shares; 2025Q4: 348,221 shares; 2026Q1: 312,645 shares 312,645 $6.47M 0.06% -35,576 Timeline BUXX 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: 13,776 shares; 2024Q4: 14,740 shares; 2025Q1: 85,726 shares; 2025Q2: 189,262 shares; 2025Q3: 186,095 shares; 2025Q4: 207,202 shares; 2026Q1: 318,427 shares 318,427 $6.45M 0.05% +111,225 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: 22,933 shares; 2024Q4: 22,132 shares; 2025Q1: 20,817 shares; 2025Q2: 24,891 shares; 2025Q3: 21,466 shares; 2025Q4: 24,346 shares; 2026Q1: 16,188 shares 16,188 $6.44M 0.05% -8,158 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: 94,869 shares; 2024Q4: 99,938 shares; 2025Q1: 105,704 shares; 2025Q2: 113,898 shares; 2025Q3: 120,156 shares; 2025Q4: 150,470 shares; 2026Q1: 145,560 shares 145,560 $6.42M 0.05% -4,910 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,379 shares; 2024Q4: 61,473 shares; 2025Q1: 75,846 shares; 2025Q2: 81,814 shares; 2025Q3: 77,089 shares; 2025Q4: 69,490 shares; 2026Q1: 67,908 shares 67,908 $6.28M 0.05% -1,582 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,205 shares; 2024Q4: 46,085 shares; 2025Q1: 50,411 shares; 2025Q2: 62,838 shares; 2025Q3: 83,233 shares; 2025Q4: 82,729 shares; 2026Q1: 76,531 shares 76,531 $6.27M 0.05% -6,198 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,696 shares; 2024Q4: 46,596 shares; 2025Q1: 46,156 shares; 2025Q2: 49,251 shares; 2025Q3: 43,996 shares; 2025Q4: 41,892 shares; 2026Q1: 67,879 shares 67,879 $6.25M 0.05% +25,987 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY 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: 6,510 shares; 2025Q4: 28,643 shares; 2026Q1: 46,080 shares 46,080 $6.24M 0.05% +17,437 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,085 shares; 2024Q4: 3,268 shares; 2025Q1: 2,485 shares; 2025Q2: 11,846 shares; 2025Q3: 18,606 shares; 2025Q4: 29,251 shares; 2026Q1: 30,739 shares 30,739 $6.24M 0.05% +1,488 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,272 shares; 2024Q4: 24,217 shares; 2025Q1: 25,399 shares; 2025Q2: 25,706 shares; 2025Q3: 29,903 shares; 2025Q4: 19,126 shares; 2026Q1: 15,707 shares 15,707 $6.23M 0.05% -3,419 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: 56,914 shares; 2024Q4: 54,670 shares; 2025Q1: 27,966 shares; 2025Q2: 15,115 shares; 2025Q3: 36,817 shares; 2025Q4: 38,823 shares; 2026Q1: 44,117 shares 44,117 $6.23M 0.05% +5,294 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: 44,844 shares; 2024Q4: 46,973 shares; 2025Q1: 49,285 shares; 2025Q2: 51,906 shares; 2025Q3: 54,971 shares; 2025Q4: 54,384 shares; 2026Q1: 47,407 shares 47,407 $6.21M 0.05% -6,977 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,463 shares; 2024Q4: 200,162 shares; 2025Q1: 350,088 shares; 2025Q2: 430,521 shares; 2025Q3: 472,168 shares; 2025Q4: 1,158,205 shares; 2026Q1: 1,322,308 shares 1,322,308 $6.12M 0.05% +164,103 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: 17,750 shares; 2024Q4: 32,955 shares; 2025Q1: 34,668 shares; 2025Q2: 38,792 shares; 2025Q3: 45,717 shares; 2025Q4: 46,923 shares; 2026Q1: 38,132 shares 38,132 $6.11M 0.05% -8,791 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,757 shares; 2024Q4: 22,218 shares; 2025Q1: 22,520 shares; 2025Q2: 23,365 shares; 2025Q3: 23,609 shares; 2025Q4: 22,765 shares; 2026Q1: 19,071 shares 19,071 $6.11M 0.05% -3,694 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: 48,137 shares; 2024Q4: 50,629 shares; 2025Q1: 51,259 shares; 2025Q2: 52,458 shares; 2025Q3: 56,427 shares; 2025Q4: 57,423 shares; 2026Q1: 52,800 shares 52,800 $6.11M 0.05% -4,623 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: 114,747 shares; 2024Q4: 61,751 shares; 2025Q1: 88,414 shares; 2025Q2: 106,322 shares; 2025Q3: 91,415 shares; 2025Q4: 90,424 shares; 2026Q1: 83,770 shares 83,770 $6.1M 0.05% -6,654 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,552 shares; 2026Q1: 9,582 shares 9,582 $6.09M 0.05% +7,030 Timeline ICOW 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: not reported; 2025Q1: 10,013 shares; 2025Q2: 102,960 shares; 2025Q3: 130,348 shares; 2025Q4: 146,738 shares; 2026Q1: 143,442 shares 143,442 $6.09M 0.05% -3,296 Timeline JMOM 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: 59,040 shares; 2024Q4: 63,762 shares; 2025Q1: 63,541 shares; 2025Q2: 65,418 shares; 2025Q3: 68,238 shares; 2025Q4: 60,821 shares; 2026Q1: 89,381 shares 89,381 $6.07M 0.05% +28,560 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: 27,587 shares; 2024Q4: 29,390 shares; 2025Q1: 47,459 shares; 2025Q2: 51,441 shares; 2025Q3: 51,445 shares; 2025Q4: 53,753 shares; 2026Q1: 45,972 shares 45,972 $6.02M 0.05% -7,781 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,034 shares; 2024Q4: 242,988 shares; 2025Q1: 354,273 shares; 2025Q2: 514,128 shares; 2025Q3: 507,250 shares; 2025Q4: 510,834 shares; 2026Q1: 397,294 shares 397,294 $5.92M 0.05% -113,540 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,123 shares; 2024Q4: 57,752 shares; 2025Q1: 57,409 shares; 2025Q2: 39,411 shares; 2025Q3: 59,228 shares; 2025Q4: 61,957 shares; 2026Q1: 60,129 shares 60,129 $5.92M 0.05% -1,828 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,443 shares; 2024Q4: 68,007 shares; 2025Q1: 67,404 shares; 2025Q2: 62,945 shares; 2025Q3: 63,796 shares; 2025Q4: 60,556 shares; 2026Q1: 50,323 shares 50,323 $5.81M 0.05% -10,233 Timeline JVAL 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: 199,236 shares; 2024Q4: 197,309 shares; 2025Q1: 173,874 shares; 2025Q2: 158,665 shares; 2025Q3: 150,022 shares; 2025Q4: 141,350 shares; 2026Q1: 116,821 shares 116,821 $5.71M 0.05% -24,529 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237,452 shares; 2024Q4: 320,975 shares; 2025Q1: 324,002 shares; 2025Q2: 341,095 shares; 2025Q3: 367,399 shares; 2025Q4: 365,934 shares; 2026Q1: 364,627 shares 364,627 $5.71M 0.05% -1,307 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,848 shares; 2024Q4: 39,602 shares; 2025Q1: 29,288 shares; 2025Q2: not reported; 2025Q3: 150,914 shares; 2025Q4: 163,667 shares; 2026Q1: 180,657 shares 180,657 $5.69M 0.05% +16,990 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,087 shares; 2024Q4: 27,762 shares; 2025Q1: 38,735 shares; 2025Q2: 41,817 shares; 2025Q3: 36,693 shares; 2025Q4: 36,586 shares; 2026Q1: 34,641 shares 34,641 $5.66M 0.05% -1,945 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252,466 shares; 2024Q4: 389,690 shares; 2025Q1: 425,497 shares; 2025Q2: 438,982 shares; 2025Q3: 449,534 shares; 2025Q4: 334,880 shares; 2026Q1: 333,543 shares 333,543 $5.66M 0.05% -1,337 Timeline FTLS 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: 107,812 shares; 2024Q4: 102,884 shares; 2025Q1: 98,311 shares; 2025Q2: 89,340 shares; 2025Q3: 86,281 shares; 2025Q4: 84,261 shares; 2026Q1: 79,623 shares 79,623 $5.6M 0.05% -4,638 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,797 shares; 2024Q4: 285,167 shares; 2025Q1: 40,858 shares; 2025Q2: 43,321 shares; 2025Q3: 34,432 shares; 2025Q4: 31,937 shares; 2026Q1: 23,021 shares 23,021 $5.6M 0.05% -8,916 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: not reported; 2025Q1: 57,673 shares; 2025Q2: 39,929 shares; 2025Q3: 45,322 shares; 2025Q4: 44,851 shares; 2026Q1: 45,344 shares 45,344 $5.57M 0.05% +493 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: 25,981 shares; 2024Q4: 25,410 shares; 2025Q1: 25,730 shares; 2025Q2: 31,421 shares; 2025Q3: 31,887 shares; 2025Q4: 24,001 shares; 2026Q1: 21,272 shares 21,272 $5.54M 0.05% -2,729 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: 10,392 shares; 2024Q4: 10,465 shares; 2025Q1: 13,727 shares; 2025Q2: 15,094 shares; 2025Q3: 15,240 shares; 2025Q4: 19,653 shares; 2026Q1: 18,676 shares 18,676 $5.52M 0.05% -977 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,952 shares; 2024Q4: 190,456 shares; 2025Q1: 141,961 shares; 2025Q2: 142,597 shares; 2025Q3: 120,717 shares; 2025Q4: 80,456 shares; 2026Q1: 69,196 shares 69,196 $5.44M 0.05% -11,260 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,092 shares; 2024Q4: not reported; 2025Q1: 15,521 shares; 2025Q2: 17,000 shares; 2025Q3: 17,807 shares; 2025Q4: 13,734 shares; 2026Q1: 13,034 shares 13,034 $5.43M 0.05% -700 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: 51,543 shares; 2024Q4: 51,755 shares; 2025Q1: 69,010 shares; 2025Q2: 70,687 shares; 2025Q3: 68,823 shares; 2025Q4: 73,906 shares; 2026Q1: 58,542 shares 58,542 $5.43M 0.05% -15,364 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,613 shares; 2024Q4: 203,572 shares; 2025Q1: 213,368 shares; 2025Q2: 225,065 shares; 2025Q3: 252,198 shares; 2025Q4: 287,788 shares; 2026Q1: 316,097 shares 316,097 $5.41M 0.05% +28,309 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,584 shares; 2024Q4: 16,442 shares; 2025Q1: 17,244 shares; 2025Q2: 29,194 shares; 2025Q3: 32,006 shares; 2025Q4: 73,924 shares; 2026Q1: 29,506 shares 29,506 $5.38M 0.05% -44,418 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,809 shares; 2024Q4: 8,963 shares; 2025Q1: 9,573 shares; 2025Q2: 11,341 shares; 2025Q3: 10,348 shares; 2025Q4: 12,151 shares; 2026Q1: 11,862 shares 11,862 $5.3M 0.05% -289 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: 46,897 shares; 2024Q4: 64,132 shares; 2025Q1: 88,680 shares; 2025Q2: 103,233 shares; 2025Q3: 130,169 shares; 2025Q4: 131,366 shares; 2026Q1: 77,558 shares 77,558 $5.3M 0.05% -53,808 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: 69,376 shares; 2024Q4: 66,474 shares; 2025Q1: 53,237 shares; 2025Q2: 57,257 shares; 2025Q3: 55,624 shares; 2025Q4: 63,525 shares; 2026Q1: 47,907 shares 47,907 $5.26M 0.04% -15,618 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,483 shares; 2024Q4: 43,231 shares; 2025Q1: 45,090 shares; 2025Q2: 46,242 shares; 2025Q3: 45,611 shares; 2025Q4: 42,987 shares; 2026Q1: 33,182 shares 33,182 $5.22M 0.04% -9,805 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: 101,691 shares; 2024Q4: 92,877 shares; 2025Q1: 83,312 shares; 2025Q2: 84,088 shares; 2025Q3: 65,912 shares; 2025Q4: 65,170 shares; 2026Q1: 43,809 shares 43,809 $5.2M 0.04% -21,361 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,482 shares; 2024Q4: 45,381 shares; 2025Q1: 45,368 shares; 2025Q2: 64,246 shares; 2025Q3: 65,189 shares; 2025Q4: 59,668 shares; 2026Q1: 54,724 shares 54,724 $5.18M 0.04% -4,944 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,864 shares; 2024Q4: 69,714 shares; 2025Q1: 81,477 shares; 2025Q2: 99,085 shares; 2025Q3: 115,615 shares; 2025Q4: 121,306 shares; 2026Q1: 107,568 shares 107,568 $5.15M 0.04% -13,738 Timeline BFRZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,235 shares; 2026Q1: 194,160 shares 194,160 $5.12M 0.04% +167,925 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,002 shares; 2024Q4: 31,232 shares; 2025Q1: 32,138 shares; 2025Q2: 32,132 shares; 2025Q3: 32,641 shares; 2025Q4: 40,083 shares; 2026Q1: 36,671 shares 36,671 $5.1M 0.04% -3,412 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,932 shares; 2024Q4: 38,933 shares; 2025Q1: 31,872 shares; 2025Q2: 33,111 shares; 2025Q3: 39,621 shares; 2025Q4: 42,962 shares; 2026Q1: 40,383 shares 40,383 $5.07M 0.04% -2,579 Timeline WEEL TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 158,938 shares; 2025Q4: 329,716 shares; 2026Q1: 260,560 shares 260,560 $5.06M 0.04% -69,156 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 147,848 shares; 2025Q2: 166,214 shares; 2025Q3: 184,510 shares; 2025Q4: 197,522 shares; 2026Q1: 214,797 shares 214,797 $5.05M 0.04% +17,275 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 1,911 shares; 2025Q1: 4,802 shares; 2025Q2: 4,470 shares; 2025Q3: 8,629 shares; 2025Q4: 9,190 shares; 2026Q1: 12,356 shares 12,356 $5.03M 0.04% +3,166 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,343 shares; 2024Q4: 13,813 shares; 2025Q1: 13,619 shares; 2025Q2: 34,345 shares; 2025Q3: 45,118 shares; 2025Q4: 51,974 shares; 2026Q1: 53,495 shares 53,495 $5.03M 0.04% +1,521 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,485 shares; 2024Q4: 64,932 shares; 2025Q1: 72,720 shares; 2025Q2: 73,396 shares; 2025Q3: 65,003 shares; 2025Q4: 51,391 shares; 2026Q1: 42,417 shares 42,417 $5.01M 0.04% -8,974 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,491 shares; 2024Q4: 105,291 shares; 2025Q1: 103,461 shares; 2025Q2: 96,099 shares; 2025Q3: 105,122 shares; 2025Q4: 104,281 shares; 2026Q1: 104,717 shares 104,717 $5.01M 0.04% +436 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,135 shares; 2024Q4: 2,932 shares; 2025Q1: 42,253 shares; 2025Q2: 41,771 shares; 2025Q3: 39,801 shares; 2025Q4: 27,740 shares; 2026Q1: 22,264 shares 22,264 $5M 0.04% -5,476 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,137 shares; 2024Q4: 908,795 shares; 2025Q1: 18,419 shares; 2025Q2: 18,526 shares; 2025Q3: 21,295 shares; 2025Q4: 19,962 shares; 2026Q1: 17,059 shares 17,059 $4.99M 0.04% -2,903 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: 5,067 shares; 2024Q4: 10,158 shares; 2025Q1: 18,999 shares; 2025Q2: 23,775 shares; 2025Q3: 27,389 shares; 2025Q4: 31,689 shares; 2026Q1: 33,192 shares 33,192 $4.99M 0.04% +1,503 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: 14,302 shares; 2024Q4: 17,132 shares; 2025Q1: 16,407 shares; 2025Q2: 23,792 shares; 2025Q3: 22,669 shares; 2025Q4: 29,161 shares; 2026Q1: 20,080 shares 20,080 $4.98M 0.04% -9,081 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: 22,188 shares; 2024Q4: 24,849 shares; 2025Q1: 24,286 shares; 2025Q2: 21,965 shares; 2025Q3: 20,465 shares; 2025Q4: 21,396 shares; 2026Q1: 20,153 shares 20,153 $4.98M 0.04% -1,243 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: 9,542 shares; 2024Q4: 10,743 shares; 2025Q1: 11,193 shares; 2025Q2: 12,906 shares; 2025Q3: 13,912 shares; 2025Q4: 63,922 shares; 2026Q1: 67,989 shares 67,989 $4.96M 0.04% +4,067 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,453 shares; 2024Q4: 59,767 shares; 2025Q1: 69,799 shares; 2025Q2: 70,164 shares; 2025Q3: 69,478 shares; 2025Q4: 62,825 shares; 2026Q1: 58,377 shares 58,377 $4.96M 0.04% -4,448 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: 20,671 shares; 2024Q4: 34,899 shares; 2025Q1: 36,265 shares; 2025Q2: 47,634 shares; 2025Q3: 39,644 shares; 2025Q4: 40,975 shares; 2026Q1: 44,338 shares 44,338 $4.89M 0.04% +3,363 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: 11,275 shares; 2024Q4: 10,994 shares; 2025Q1: 8,743 shares; 2025Q2: 9,149 shares; 2025Q3: 8,395 shares; 2025Q4: 7,113 shares; 2026Q1: 6,628 shares 6,628 $4.89M 0.04% -485 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: 32,390 shares; 2024Q4: 37,592 shares; 2025Q1: 13,919 shares; 2025Q2: 19,567 shares; 2025Q3: 17,675 shares; 2025Q4: 39,717 shares; 2026Q1: 50,675 shares 50,675 $4.89M 0.04% +10,958 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: 19,917 shares; 2024Q4: 21,564 shares; 2025Q1: 26,676 shares; 2025Q2: 28,127 shares; 2025Q3: 31,253 shares; 2025Q4: 25,404 shares; 2026Q1: 23,256 shares 23,256 $4.88M 0.04% -2,148 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,233 shares; 2024Q4: 23,397 shares; 2025Q1: 22,886 shares; 2025Q2: 22,302 shares; 2025Q3: 20,800 shares; 2025Q4: 19,138 shares; 2026Q1: 17,295 shares 17,295 $4.88M 0.04% -1,843 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: 42,016 shares; 2024Q4: 88,566 shares; 2025Q1: 27,016 shares; 2025Q2: 27,681 shares; 2025Q3: 36,498 shares; 2025Q4: 36,870 shares; 2026Q1: 34,485 shares 34,485 $4.88M 0.04% -2,385 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,192 shares; 2024Q4: 125,139 shares; 2025Q1: 117,276 shares; 2025Q2: 109,102 shares; 2025Q3: 109,336 shares; 2025Q4: 97,043 shares; 2026Q1: 97,427 shares 97,427 $4.84M 0.04% +384 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,195 shares; 2025Q3: 47,048 shares; 2025Q4: 63,124 shares; 2026Q1: 75,282 shares 75,282 $4.83M 0.04% +12,158 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: 27,046 shares; 2024Q4: 30,218 shares; 2025Q1: 30,268 shares; 2025Q2: 81,141 shares; 2025Q3: 82,405 shares; 2025Q4: 90,910 shares; 2026Q1: 102,895 shares 102,895 $4.8M 0.04% +11,985 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,742 shares; 2024Q4: 5,160 shares; 2025Q1: 30,422 shares; 2025Q2: 33,961 shares; 2025Q3: 38,245 shares; 2025Q4: 56,805 shares; 2026Q1: 63,558 shares 63,558 $4.79M 0.04% +6,753 Timeline ARB ALTSHARES TRUST More: the full row for ALTSHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,919 shares; 2024Q4: 184,278 shares; 2025Q1: 182,002 shares; 2025Q2: 180,773 shares; 2025Q3: 182,393 shares; 2025Q4: 185,153 shares; 2026Q1: 163,051 shares 163,051 $4.78M 0.04% -22,102 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,008 shares; 2025Q1: 6,372 shares; 2025Q2: 13,957 shares; 2025Q3: 21,202 shares; 2025Q4: 21,297 shares; 2026Q1: 23,156 shares 23,156 $4.78M 0.04% +1,859 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 171,292 shares; 2025Q1: 227,005 shares; 2025Q2: 233,824 shares; 2025Q3: 241,644 shares; 2025Q4: 231,288 shares; 2026Q1: 224,566 shares 224,566 $4.75M 0.04% -6,722 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: 4,152 shares; 2024Q4: 4,055 shares; 2025Q1: 4,948 shares; 2025Q2: 10,718 shares; 2025Q3: 10,520 shares; 2025Q4: 10,241 shares; 2026Q1: 8,456 shares 8,456 $4.75M 0.04% -1,785 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,368 shares; 2025Q1: 5,582 shares; 2025Q2: 35,564 shares; 2025Q3: 45,407 shares; 2025Q4: 63,170 shares; 2026Q1: 70,556 shares 70,556 $4.73M 0.04% +7,386 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: 15,848 shares; 2024Q4: 25,457 shares; 2025Q1: 49,421 shares; 2025Q2: 51,369 shares; 2025Q3: 62,790 shares; 2025Q4: 106,040 shares; 2026Q1: 69,112 shares 69,112 $4.71M 0.04% -36,928 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,581 shares; 2024Q4: 12,474 shares; 2025Q1: 12,618 shares; 2025Q2: 15,079 shares; 2025Q3: 17,400 shares; 2025Q4: 19,161 shares; 2026Q1: 16,990 shares 16,990 $4.68M 0.04% -2,171 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: 12,216 shares; 2024Q4: 54,688 shares; 2025Q1: 12,963 shares; 2025Q2: 10,161 shares; 2025Q3: 28,707 shares; 2025Q4: 40,119 shares; 2026Q1: 32,063 shares 32,063 $4.67M 0.04% -8,056 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,729 shares; 2024Q4: 19,458 shares; 2025Q1: 19,844 shares; 2025Q2: 22,154 shares; 2025Q3: 24,141 shares; 2025Q4: 28,871 shares; 2026Q1: 28,579 shares 28,579 $4.62M 0.04% -292 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,353 shares; 2024Q4: 124,615 shares; 2025Q1: 128,183 shares; 2025Q2: 146,477 shares; 2025Q3: 220,903 shares; 2025Q4: 224,652 shares; 2026Q1: 185,540 shares 185,540 $4.62M 0.04% -39,112 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS 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: 5,600 shares; 2025Q3: 9,962 shares; 2025Q4: 23,574 shares; 2026Q1: 61,344 shares 61,344 $4.61M 0.04% +37,770 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,560 shares; 2024Q4: 158,112 shares; 2025Q1: 145,571 shares; 2025Q2: 144,227 shares; 2025Q3: 133,026 shares; 2025Q4: 141,478 shares; 2026Q1: 120,257 shares 120,257 $4.6M 0.04% -21,221 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 278,033 shares; 2024Q4: 181,093 shares; 2025Q1: 192,270 shares; 2025Q2: 207,294 shares; 2025Q3: 151,092 shares; 2025Q4: 155,117 shares; 2026Q1: 92,793 shares 92,793 $4.6M 0.04% -62,324 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: 27,677 shares; 2024Q4: 30,076 shares; 2025Q1: 11,183 shares; 2025Q2: 26,999 shares; 2025Q3: 32,775 shares; 2025Q4: 62,412 shares; 2026Q1: 47,124 shares 47,124 $4.58M 0.04% -15,288 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: 58,480 shares; 2024Q4: 55,297 shares; 2025Q1: 50,517 shares; 2025Q2: 54,434 shares; 2025Q3: 51,293 shares; 2025Q4: 112,187 shares; 2026Q1: 34,464 shares 34,464 $4.58M 0.04% -77,723 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,489 shares; 2024Q4: 49,357 shares; 2025Q1: 52,349 shares; 2025Q2: 62,346 shares; 2025Q3: 66,053 shares; 2025Q4: 68,519 shares; 2026Q1: 63,998 shares 63,998 $4.56M 0.04% -4,521 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,938 shares; 2024Q4: 135,773 shares; 2025Q1: 108,541 shares; 2025Q2: 95,852 shares; 2025Q3: 104,819 shares; 2025Q4: 120,662 shares; 2026Q1: 116,827 shares 116,827 $4.56M 0.04% -3,835 Timeline QTAC ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS 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: 139,454 shares; 2026Q1: 196,695 shares 196,695 $4.52M 0.04% +57,241 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: 46,715 shares; 2024Q4: 41,121 shares; 2025Q1: 42,997 shares; 2025Q2: 43,666 shares; 2025Q3: 42,909 shares; 2025Q4: 41,299 shares; 2026Q1: 30,833 shares 30,833 $4.52M 0.04% -10,466 Timeline GSIE 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: 114,771 shares; 2024Q4: 102,732 shares; 2025Q1: 102,322 shares; 2025Q2: 108,109 shares; 2025Q3: 94,914 shares; 2025Q4: 91,989 shares; 2026Q1: 104,615 shares 104,615 $4.51M 0.04% +12,626 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,028 shares; 2024Q4: 21,192 shares; 2025Q1: 23,580 shares; 2025Q2: 22,689 shares; 2025Q3: 22,392 shares; 2025Q4: 21,341 shares; 2026Q1: 16,441 shares 16,441 $4.48M 0.04% -4,900 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,780 shares; 2024Q4: 65,102 shares; 2025Q1: 78,802 shares; 2025Q2: 102,143 shares; 2025Q3: 115,800 shares; 2025Q4: 126,816 shares; 2026Q1: 121,182 shares 121,182 $4.46M 0.04% -5,634 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,542 shares; 2024Q4: 19,117 shares; 2025Q1: 21,129 shares; 2025Q2: 27,886 shares; 2025Q3: 27,271 shares; 2025Q4: 28,159 shares; 2026Q1: 24,439 shares 24,439 $4.45M 0.04% -3,720 Timeline DFCF 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: 58,118 shares; 2024Q4: 73,998 shares; 2025Q1: 81,821 shares; 2025Q2: 127,848 shares; 2025Q3: 138,380 shares; 2025Q4: 143,133 shares; 2026Q1: 104,703 shares 104,703 $4.42M 0.04% -38,430 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,711 shares; 2024Q4: 88,020 shares; 2025Q1: 102,579 shares; 2025Q2: 92,829 shares; 2025Q3: 100,460 shares; 2025Q4: 104,045 shares; 2026Q1: 104,508 shares 104,508 $4.42M 0.04% +463 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES 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: 43,039 shares; 2025Q4: 55,375 shares; 2026Q1: 45,120 shares 45,120 $4.4M 0.04% -10,255 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,182 shares; 2024Q4: 118,215 shares; 2025Q1: 78,286 shares; 2025Q2: 79,871 shares; 2025Q3: 88,621 shares; 2025Q4: 89,879 shares; 2026Q1: 84,396 shares 84,396 $4.39M 0.04% -5,483 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 2,000 shares; 2025Q1: 3,053 shares; 2025Q2: 5,649 shares; 2025Q3: 7,198 shares; 2025Q4: 8,238 shares; 2026Q1: 9,202 shares 9,202 $4.38M 0.04% +964 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: 29,361 shares; 2024Q4: 30,061 shares; 2025Q1: 32,785 shares; 2025Q2: 33,079 shares; 2025Q3: 37,407 shares; 2025Q4: 39,881 shares; 2026Q1: 33,457 shares 33,457 $4.38M 0.04% -6,424 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: 161,048 shares; 2024Q4: 155,598 shares; 2025Q1: 153,310 shares; 2025Q2: 111,030 shares; 2025Q3: 109,130 shares; 2025Q4: 107,651 shares; 2026Q1: 92,734 shares 92,734 $4.36M 0.04% -14,917 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: 99,046 shares; 2024Q4: 110,481 shares; 2025Q1: 121,135 shares; 2025Q2: 116,478 shares; 2025Q3: 161,242 shares; 2025Q4: 191,903 shares; 2026Q1: 95,596 shares 95,596 $4.36M 0.04% -96,307 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,888 shares; 2024Q4: 47,510 shares; 2025Q1: 48,475 shares; 2025Q2: 49,437 shares; 2025Q3: 49,519 shares; 2025Q4: 46,043 shares; 2026Q1: 58,461 shares 58,461 $4.32M 0.04% +12,418 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,717 shares; 2024Q4: 21,981 shares; 2025Q1: 25,420 shares; 2025Q2: 27,603 shares; 2025Q3: 23,775 shares; 2025Q4: 22,284 shares; 2026Q1: 20,702 shares 20,702 $4.3M 0.04% -1,582 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 788 shares; 2024Q4: 742 shares; 2025Q1: 712 shares; 2025Q2: 549 shares; 2025Q3: 6,004 shares; 2025Q4: 3,438 shares; 2026Q1: 3,929 shares 3,929 $4.29M 0.04% +491 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,196 shares; 2024Q4: 67,166 shares; 2025Q1: 20,299 shares; 2025Q2: 84,784 shares; 2025Q3: 66,643 shares; 2025Q4: 70,079 shares; 2026Q1: 101,306 shares 101,306 $4.29M 0.04% +31,227 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,576 shares; 2024Q4: 27,746 shares; 2025Q1: 29,330 shares; 2025Q2: 31,061 shares; 2025Q3: 33,468 shares; 2025Q4: 33,930 shares; 2026Q1: 31,235 shares 31,235 $4.29M 0.04% -2,695 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,546 shares; 2024Q4: 163,559 shares; 2025Q1: 154,267 shares; 2025Q2: 148,462 shares; 2025Q3: 130,381 shares; 2025Q4: 125,911 shares; 2026Q1: 101,130 shares 101,130 $4.28M 0.04% -24,781 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: 54,760 shares; 2024Q4: 64,425 shares; 2025Q1: 62,924 shares; 2025Q2: 66,402 shares; 2025Q3: 65,420 shares; 2025Q4: 73,016 shares; 2026Q1: 79,071 shares 79,071 $4.28M 0.04% +6,055 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,946 shares; 2024Q4: 20,191 shares; 2025Q1: 22,709 shares; 2025Q2: 25,324 shares; 2025Q3: 26,440 shares; 2025Q4: 35,418 shares; 2026Q1: 32,191 shares 32,191 $4.28M 0.04% -3,227 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,390 shares; 2024Q4: 30,625 shares; 2025Q1: 30,951 shares; 2025Q2: 29,640 shares; 2025Q3: 30,242 shares; 2025Q4: 28,722 shares; 2026Q1: 22,617 shares 22,617 $4.28M 0.04% -6,105 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,863 shares; 2024Q4: 15,025 shares; 2025Q1: 21,346 shares; 2025Q2: 23,300 shares; 2025Q3: 26,678 shares; 2025Q4: 45,138 shares; 2026Q1: 45,467 shares 45,467 $4.24M 0.04% +329 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: 4,298 shares; 2024Q4: 4,349 shares; 2025Q1: 4,893 shares; 2025Q2: 5,115 shares; 2025Q3: 5,490 shares; 2025Q4: 5,538 shares; 2026Q1: 4,730 shares 4,730 $4.23M 0.04% -808 Timeline SPSB 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: 146,917 shares; 2024Q4: 153,218 shares; 2025Q1: 137,934 shares; 2025Q2: 126,457 shares; 2025Q3: 135,724 shares; 2025Q4: 140,065 shares; 2026Q1: 140,043 shares 140,043 $4.21M 0.04% -22 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,169 shares; 2024Q4: 253,354 shares; 2025Q1: 243,686 shares; 2025Q2: 242,239 shares; 2025Q3: 220,316 shares; 2025Q4: 209,965 shares; 2026Q1: 161,402 shares 161,402 $4.2M 0.04% -48,563 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: not reported; 2024Q4: not reported; 2025Q1: 33,417 shares; 2025Q2: 107,738 shares; 2025Q3: 108,382 shares; 2025Q4: 107,448 shares; 2026Q1: 91,129 shares 91,129 $4.2M 0.04% -16,319 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,775 shares; 2024Q4: 41,247 shares; 2025Q1: 42,269 shares; 2025Q2: 54,670 shares; 2025Q3: 45,776 shares; 2025Q4: 48,461 shares; 2026Q1: 46,381 shares 46,381 $4.19M 0.04% -2,080 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,905 shares; 2024Q4: 22,843 shares; 2025Q1: 30,596 shares; 2025Q2: 34,276 shares; 2025Q3: 29,255 shares; 2025Q4: 31,875 shares; 2026Q1: 21,247 shares 21,247 $4.18M 0.04% -10,628 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: 291,777 shares; 2024Q4: 235,156 shares; 2025Q1: 243,909 shares; 2025Q2: 234,564 shares; 2025Q3: 235,535 shares; 2025Q4: 242,784 shares; 2026Q1: 79,346 shares 79,346 $4.18M 0.04% -163,438 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,145 shares; 2025Q4: 219,915 shares; 2026Q1: 171,547 shares 171,547 $4.17M 0.04% -48,368 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,683 shares; 2024Q4: 74,510 shares; 2025Q1: 76,382 shares; 2025Q2: 82,495 shares; 2025Q3: 86,261 shares; 2025Q4: 84,811 shares; 2026Q1: 72,925 shares 72,925 $4.16M 0.04% -11,886 Timeline DFGX 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: 41,981 shares; 2024Q4: 53,672 shares; 2025Q1: 58,738 shares; 2025Q2: 69,088 shares; 2025Q3: 72,128 shares; 2025Q4: 77,262 shares; 2026Q1: 79,143 shares 79,143 $4.15M 0.04% +1,881 Timeline XDSQ 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: 19,900 shares; 2025Q2: 75,231 shares; 2025Q3: 88,408 shares; 2025Q4: 101,068 shares; 2026Q1: 104,791 shares 104,791 $4.15M 0.04% +3,723 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,339 shares; 2024Q4: 39,045 shares; 2025Q1: 36,958 shares; 2025Q2: 34,912 shares; 2025Q3: 32,428 shares; 2025Q4: 28,768 shares; 2026Q1: 26,078 shares 26,078 $4.1M 0.03% -2,690 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: 20,589 shares; 2024Q4: 21,428 shares; 2025Q1: 21,173 shares; 2025Q2: 20,200 shares; 2025Q3: 19,804 shares; 2025Q4: 19,359 shares; 2026Q1: 16,754 shares 16,754 $4.09M 0.03% -2,605 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,655 shares; 2024Q4: 47,817 shares; 2025Q1: 44,788 shares; 2025Q2: 44,714 shares; 2025Q3: 40,113 shares; 2025Q4: 28,884 shares; 2026Q1: 34,751 shares 34,751 $4.07M 0.03% +5,867 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES 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: 52,992 shares 52,992 $4.06M 0.03% new 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: 50,766 shares; 2024Q4: 39,954 shares; 2025Q1: 69,102 shares; 2025Q2: 78,061 shares; 2025Q3: 72,861 shares; 2025Q4: 68,174 shares; 2026Q1: 56,985 shares 56,985 $4.06M 0.03% -11,189 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,144 shares; 2024Q4: 18,658 shares; 2025Q1: 18,218 shares; 2025Q2: 17,888 shares; 2025Q3: 14,947 shares; 2025Q4: 16,733 shares; 2026Q1: 13,799 shares 13,799 $4.02M 0.03% -2,934 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: 11,094 shares; 2024Q4: 10,920 shares; 2025Q1: 10,775 shares; 2025Q2: 10,358 shares; 2025Q3: 10,194 shares; 2025Q4: 11,751 shares; 2026Q1: 11,658 shares 11,658 $4.02M 0.03% -93 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,531 shares; 2024Q4: 11,789 shares; 2025Q1: 15,720 shares; 2025Q2: 25,137 shares; 2025Q3: 24,846 shares; 2025Q4: 27,690 shares; 2026Q1: 18,094 shares 18,094 $4.02M 0.03% -9,596 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,379 shares; 2024Q4: 70,483 shares; 2025Q1: 71,238 shares; 2025Q2: 81,352 shares; 2025Q3: 79,383 shares; 2025Q4: 83,593 shares; 2026Q1: 70,685 shares 70,685 $4M 0.03% -12,908 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,770 shares; 2024Q4: 24,334 shares; 2025Q1: 25,621 shares; 2025Q2: 26,335 shares; 2025Q3: 24,232 shares; 2025Q4: 23,988 shares; 2026Q1: 19,328 shares 19,328 $4M 0.03% -4,660 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,508 shares; 2024Q4: 12,929 shares; 2025Q1: 14,115 shares; 2025Q2: 14,580 shares; 2025Q3: 13,414 shares; 2025Q4: 15,079 shares; 2026Q1: 14,957 shares 14,957 $3.99M 0.03% -122 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,754 shares; 2024Q4: 9,798 shares; 2025Q1: 11,904 shares; 2025Q2: 11,472 shares; 2025Q3: 12,653 shares; 2025Q4: 13,847 shares; 2026Q1: 10,199 shares 10,199 $3.98M 0.03% -3,648 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: 13,606 shares; 2024Q4: 13,706 shares; 2025Q1: 19,315 shares; 2025Q2: 24,295 shares; 2025Q3: 27,482 shares; 2025Q4: 20,223 shares; 2026Q1: 19,428 shares 19,428 $3.95M 0.03% -795 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: 39,497 shares; 2024Q4: 42,933 shares; 2025Q1: 49,551 shares; 2025Q2: 47,956 shares; 2025Q3: 51,484 shares; 2025Q4: 68,990 shares; 2026Q1: 64,960 shares 64,960 $3.94M 0.03% -4,030 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,544 shares; 2024Q4: 12,755 shares; 2025Q1: 15,579 shares; 2025Q2: 42,157 shares; 2025Q3: 44,476 shares; 2025Q4: 49,835 shares; 2026Q1: 46,527 shares 46,527 $3.94M 0.03% -3,308 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,902 shares; 2024Q4: 21,271 shares; 2025Q1: 21,925 shares; 2025Q2: 26,307 shares; 2025Q3: 25,070 shares; 2025Q4: 34,999 shares; 2026Q1: 35,813 shares 35,813 $3.93M 0.03% +814 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: 162,663 shares; 2024Q4: 193,293 shares; 2025Q1: 218,282 shares; 2025Q2: 137,337 shares; 2025Q3: 107,307 shares; 2025Q4: 120,258 shares; 2026Q1: 53,294 shares 53,294 $3.92M 0.03% -66,964 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,661 shares; 2024Q4: 75,401 shares; 2025Q1: 88,013 shares; 2025Q2: 74,984 shares; 2025Q3: 74,157 shares; 2025Q4: 75,239 shares; 2026Q1: 75,965 shares 75,965 $3.9M 0.03% +726 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 389,472 shares; 2024Q4: 379,174 shares; 2025Q1: 298,043 shares; 2025Q2: 313,692 shares; 2025Q3: 209,784 shares; 2025Q4: 387,083 shares; 2026Q1: 388,159 shares 388,159 $3.89M 0.03% +1,076 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,492 shares; 2024Q4: 114,644 shares; 2025Q1: 105,250 shares; 2025Q2: 99,102 shares; 2025Q3: 93,471 shares; 2025Q4: 71,409 shares; 2026Q1: 56,750 shares 56,750 $3.87M 0.03% -14,659 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: 96,174 shares; 2024Q4: 92,483 shares; 2025Q1: 84,838 shares; 2025Q2: 88,760 shares; 2025Q3: 84,934 shares; 2025Q4: 64,899 shares; 2026Q1: 60,510 shares 60,510 $3.87M 0.03% -4,389 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,565 shares; 2024Q4: 18,405 shares; 2025Q1: 23,502 shares; 2025Q2: 34,576 shares; 2025Q3: 38,498 shares; 2025Q4: 30,401 shares; 2026Q1: 52,312 shares 52,312 $3.87M 0.03% +21,911 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216,694 shares; 2024Q4: 209,120 shares; 2025Q1: 187,000 shares; 2025Q2: 176,386 shares; 2025Q3: 168,345 shares; 2025Q4: 146,354 shares; 2026Q1: 116,603 shares 116,603 $3.87M 0.03% -29,751 Timeline BKCI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,508 shares; 2024Q4: 142,577 shares; 2025Q1: 123,729 shares; 2025Q2: 116,889 shares; 2025Q3: 111,817 shares; 2025Q4: 88,214 shares; 2026Q1: 77,965 shares 77,965 $3.86M 0.03% -10,249 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: 97,241 shares; 2024Q4: 99,943 shares; 2025Q1: 97,860 shares; 2025Q2: 111,683 shares; 2025Q3: 95,589 shares; 2025Q4: 123,295 shares; 2026Q1: 83,891 shares 83,891 $3.86M 0.03% -39,404 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: 52,908 shares; 2025Q3: 78,344 shares; 2025Q4: 92,729 shares; 2026Q1: 116,430 shares 116,430 $3.86M 0.03% +23,701 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,369 shares; 2024Q4: 9,746 shares; 2025Q1: 9,202 shares; 2025Q2: 10,332 shares; 2025Q3: 14,176 shares; 2025Q4: 14,639 shares; 2026Q1: 15,494 shares 15,494 $3.85M 0.03% +855 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,206 shares; 2024Q4: 9,163 shares; 2025Q1: 11,791 shares; 2025Q2: 12,857 shares; 2025Q3: 23,935 shares; 2025Q4: 25,224 shares; 2026Q1: 25,624 shares 25,624 $3.85M 0.03% +400 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,747 shares; 2024Q4: 38,825 shares; 2025Q1: 37,677 shares; 2025Q2: 40,921 shares; 2025Q3: 37,571 shares; 2025Q4: 31,716 shares; 2026Q1: 34,496 shares 34,496 $3.82M 0.03% +2,780 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,805 shares; 2024Q4: 35,520 shares; 2025Q1: 39,800 shares; 2025Q2: 40,548 shares; 2025Q3: 41,660 shares; 2025Q4: 41,561 shares; 2026Q1: 39,118 shares 39,118 $3.82M 0.03% -2,443 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 72,737 shares; 2025Q3: 92,091 shares; 2025Q4: 98,658 shares; 2026Q1: 93,607 shares 93,607 $3.82M 0.03% -5,051 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,287 shares; 2024Q4: 83,053 shares; 2025Q1: 91,808 shares; 2025Q2: 225,082 shares; 2025Q3: 213,028 shares; 2025Q4: 109,719 shares; 2026Q1: 119,083 shares 119,083 $3.81M 0.03% +9,364 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,567 shares; 2024Q4: 32,453 shares; 2025Q1: 32,134 shares; 2025Q2: 31,447 shares; 2025Q3: 32,624 shares; 2025Q4: 25,541 shares; 2026Q1: 26,335 shares 26,335 $3.81M 0.03% +794 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,020 shares; 2024Q4: 32,449 shares; 2025Q1: 33,988 shares; 2025Q2: 37,806 shares; 2025Q3: 44,690 shares; 2025Q4: 34,969 shares; 2026Q1: 32,109 shares 32,109 $3.78M 0.03% -2,860 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,913 shares; 2024Q4: 5,154 shares; 2025Q1: 5,325 shares; 2025Q2: 4,855 shares; 2025Q3: 3,909 shares; 2025Q4: 3,778 shares; 2026Q1: 9,925 shares 9,925 $3.77M 0.03% +6,147 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,925 shares; 2024Q4: 34,430 shares; 2025Q1: 35,215 shares; 2025Q2: 35,808 shares; 2025Q3: 27,831 shares; 2025Q4: 26,894 shares; 2026Q1: 24,222 shares 24,222 $3.77M 0.03% -2,672 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,101 shares; 2024Q4: 21,627 shares; 2025Q1: 21,330 shares; 2025Q2: 21,777 shares; 2025Q3: 19,245 shares; 2025Q4: 19,526 shares; 2026Q1: 19,184 shares 19,184 $3.75M 0.03% -342 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: 2,915 shares; 2024Q4: 2,938 shares; 2025Q1: 3,356 shares; 2025Q2: 54,087 shares; 2025Q3: 51,813 shares; 2025Q4: 54,052 shares; 2026Q1: 40,561 shares 40,561 $3.74M 0.03% -13,491 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,830 shares; 2024Q4: 68,658 shares; 2025Q1: 109,428 shares; 2025Q2: 105,438 shares; 2025Q3: 92,668 shares; 2025Q4: 74,977 shares; 2026Q1: 57,186 shares 57,186 $3.74M 0.03% -17,791 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,522 shares; 2024Q4: 9,167 shares; 2025Q1: 9,619 shares; 2025Q2: 13,181 shares; 2025Q3: 12,783 shares; 2025Q4: 13,833 shares; 2026Q1: 15,711 shares 15,711 $3.74M 0.03% +1,878 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,146 shares; 2024Q4: 7,983 shares; 2025Q1: 8,353 shares; 2025Q2: 8,447 shares; 2025Q3: 8,396 shares; 2025Q4: 8,060 shares; 2026Q1: 7,581 shares 7,581 $3.72M 0.03% -479 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: 46,267 shares; 2024Q4: 50,021 shares; 2025Q1: 53,975 shares; 2025Q2: 55,875 shares; 2025Q3: 58,931 shares; 2025Q4: 86,743 shares; 2026Q1: 68,459 shares 68,459 $3.71M 0.03% -18,284 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,837 shares; 2024Q4: 13,002 shares; 2025Q1: 13,819 shares; 2025Q2: 14,544 shares; 2025Q3: 8,971 shares; 2025Q4: 9,559 shares; 2026Q1: 6,749 shares 6,749 $3.71M 0.03% -2,810 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,036 shares; 2024Q4: 121,495 shares; 2025Q1: 99,104 shares; 2025Q2: 109,865 shares; 2025Q3: 104,233 shares; 2025Q4: 100,972 shares; 2026Q1: 88,189 shares 88,189 $3.7M 0.03% -12,783 Timeline AUGO AURA MINERALS INC More: the full row for AURA MINERALS 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: 45,335 shares 45,335 $3.7M 0.03% new 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: 124,492 shares; 2024Q4: 128,413 shares; 2025Q1: 113,826 shares; 2025Q2: 112,315 shares; 2025Q3: 126,312 shares; 2025Q4: 98,177 shares; 2026Q1: 92,878 shares 92,878 $3.69M 0.03% -5,299 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,354 shares; 2024Q4: 11,021 shares; 2025Q1: 10,270 shares; 2025Q2: 96,592 shares; 2025Q3: 95,303 shares; 2025Q4: 69,996 shares; 2026Q1: 51,300 shares 51,300 $3.67M 0.03% -18,696 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,481 shares; 2024Q4: 61,897 shares; 2025Q1: 63,577 shares; 2025Q2: 62,948 shares; 2025Q3: 68,754 shares; 2025Q4: 78,060 shares; 2026Q1: 76,875 shares 76,875 $3.66M 0.03% -1,185 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,323 shares; 2024Q4: 23,759 shares; 2025Q1: 25,034 shares; 2025Q2: 18,728 shares; 2025Q3: 18,542 shares; 2025Q4: 17,979 shares; 2026Q1: 17,810 shares 17,810 $3.64M 0.03% -169 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,840 shares; 2024Q4: 51,601 shares; 2025Q1: 63,042 shares; 2025Q2: 65,523 shares; 2025Q3: 73,356 shares; 2025Q4: 74,419 shares; 2026Q1: 68,826 shares 68,826 $3.63M 0.03% -5,593 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 5,412 shares; 2025Q1: 5,478 shares; 2025Q2: 8,884 shares; 2025Q3: 14,660 shares; 2025Q4: 15,223 shares; 2026Q1: 11,204 shares 11,204 $3.62M 0.03% -4,019 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,693 shares; 2024Q4: 4,997 shares; 2025Q1: 5,139 shares; 2025Q2: 5,251 shares; 2025Q3: 3,045 shares; 2025Q4: 17,330 shares; 2026Q1: 20,071 shares 20,071 $3.61M 0.03% +2,741 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: 41,404 shares; 2024Q4: 47,078 shares; 2025Q1: 49,151 shares; 2025Q2: 53,698 shares; 2025Q3: 42,803 shares; 2025Q4: 42,748 shares; 2026Q1: 61,398 shares 61,398 $3.61M 0.03% +18,650 Timeline SCHH 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: 43,780 shares; 2024Q4: 52,892 shares; 2025Q1: 60,323 shares; 2025Q2: 68,102 shares; 2025Q3: 70,511 shares; 2025Q4: 97,605 shares; 2026Q1: 167,737 shares 167,737 $3.6M 0.03% +70,132 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,097 shares; 2024Q4: 41,856 shares; 2025Q1: 42,856 shares; 2025Q2: 53,333 shares; 2025Q3: 51,688 shares; 2025Q4: 54,688 shares; 2026Q1: 49,736 shares 49,736 $3.6M 0.03% -4,952 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,392 shares; 2024Q4: 45,113 shares; 2025Q1: 45,248 shares; 2025Q2: 48,684 shares; 2025Q3: 44,899 shares; 2025Q4: 42,453 shares; 2026Q1: 39,917 shares 39,917 $3.59M 0.03% -2,536 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,445 shares; 2024Q4: 38,611 shares; 2025Q1: 40,632 shares; 2025Q2: 40,228 shares; 2025Q3: 41,796 shares; 2025Q4: 40,678 shares; 2026Q1: 38,839 shares 38,839 $3.58M 0.03% -1,839 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,944 shares; 2024Q4: 10,455 shares; 2025Q1: 11,666 shares; 2025Q2: 11,629 shares; 2025Q3: 12,289 shares; 2025Q4: 12,123 shares; 2026Q1: 11,754 shares 11,754 $3.58M 0.03% -369 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: 18,665 shares; 2024Q4: 18,202 shares; 2025Q1: 25,345 shares; 2025Q2: 15,057 shares; 2025Q3: 11,892 shares; 2025Q4: 11,220 shares; 2026Q1: 14,261 shares 14,261 $3.57M 0.03% +3,041 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: 28,176 shares; 2024Q4: 26,927 shares; 2025Q1: 32,540 shares; 2025Q2: 33,480 shares; 2025Q3: 34,931 shares; 2025Q4: 32,413 shares; 2026Q1: 20,651 shares 20,651 $3.57M 0.03% -11,762 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: not reported; 2024Q4: 13,756 shares; 2025Q1: 22,480 shares; 2025Q2: 34,432 shares; 2025Q3: 112,978 shares; 2025Q4: 126,326 shares; 2026Q1: 131,035 shares 131,035 $3.57M 0.03% +4,709 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,504 shares; 2024Q4: 56,082 shares; 2025Q1: 46,108 shares; 2025Q2: 43,463 shares; 2025Q3: 67,371 shares; 2025Q4: 51,128 shares; 2026Q1: 47,234 shares 47,234 $3.56M 0.03% -3,894 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: 12,491 shares; 2024Q4: 58,412 shares; 2025Q1: 14,778 shares; 2025Q2: 12,985 shares; 2025Q3: 12,833 shares; 2025Q4: 12,687 shares; 2026Q1: 11,279 shares 11,279 $3.54M 0.03% -1,408 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,528 shares; 2024Q4: 12,337 shares; 2025Q1: 14,363 shares; 2025Q2: 16,525 shares; 2025Q3: 16,267 shares; 2025Q4: 15,612 shares; 2026Q1: 14,186 shares 14,186 $3.53M 0.03% -1,426 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293,138 shares; 2024Q4: 247,429 shares; 2025Q1: 237,264 shares; 2025Q2: 257,051 shares; 2025Q3: 81,204 shares; 2025Q4: 112,986 shares; 2026Q1: 162,886 shares 162,886 $3.53M 0.03% +49,900 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,676 shares; 2024Q4: 30,180 shares; 2025Q1: 25,243 shares; 2025Q2: 24,466 shares; 2025Q3: 24,822 shares; 2025Q4: 23,272 shares; 2026Q1: 19,333 shares 19,333 $3.52M 0.03% -3,939 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,889 shares; 2024Q4: 2,853 shares; 2025Q1: 3,204 shares; 2025Q2: 7,498 shares; 2025Q3: 16,540 shares; 2025Q4: 22,782 shares; 2026Q1: 25,669 shares 25,669 $3.5M 0.03% +2,887 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,534 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,235 shares; 2025Q3: 4,981 shares; 2025Q4: 5,511 shares; 2026Q1: 11,770 shares 11,770 $3.49M 0.03% +6,259 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: 54,519 shares; 2024Q4: 136,357 shares; 2025Q1: 139,644 shares; 2025Q2: 150,274 shares; 2025Q3: 166,920 shares; 2025Q4: 167,165 shares; 2026Q1: 140,656 shares 140,656 $3.48M 0.03% -26,509 Timeline