IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,526,939 shares; 2024Q4: 1,552,135 shares; 2025Q1: 1,449,283 shares; 2025Q2: 851,043 shares; 2025Q3: 872,931 shares; 2025Q4: 895,413 shares; 2026Q1: 1,175,199 shares 1,175,199 $768M 6% +279,786 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: 895,916 shares; 2024Q4: 947,689 shares; 2025Q1: 1,450,465 shares; 2025Q2: 1,655,804 shares; 2025Q3: 1,757,032 shares; 2025Q4: 2,467,550 shares; 2026Q1: 2,199,311 shares 2,199,311 $464M 3.63% -268,239 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: 3,801,919 shares; 2024Q4: 3,817,542 shares; 2025Q1: 3,942,984 shares; 2025Q2: 3,628,273 shares; 2025Q3: 3,575,069 shares; 2025Q4: 3,631,582 shares; 2026Q1: 3,856,562 shares 3,856,562 $436M 3.41% +224,980 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: 5,710,211 shares; 2024Q4: 6,175,871 shares; 2025Q1: 5,028,548 shares; 2025Q2: 7,223,191 shares; 2025Q3: 6,423,874 shares; 2025Q4: 5,908,212 shares; 2026Q1: 5,862,784 shares 5,862,784 $436M 3.41% -45,428 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: 6,370,527 shares; 2024Q4: 6,398,299 shares; 2025Q1: 6,947,393 shares; 2025Q2: 7,022,649 shares; 2025Q3: 8,682,084 shares; 2025Q4: not reported; 2026Q1: 7,465,321 shares 7,465,321 $434M 3.39% new 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: 12,498,157 shares; 2024Q4: 10,898,086 shares; 2025Q1: 10,891,893 shares; 2025Q2: 10,426,975 shares; 2025Q3: 8,927,097 shares; 2025Q4: 8,603,823 shares; 2026Q1: 8,956,773 shares 8,956,773 $414M 3.23% +352,950 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,122,870 shares; 2024Q4: 1,211,575 shares; 2025Q1: 2,312,613 shares; 2025Q2: 4,407,918 shares; 2025Q3: 5,111,634 shares; 2025Q4: 6,317,046 shares; 2026Q1: 5,758,444 shares 5,758,444 $402M 3.14% -558,602 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: 2,390,758 shares; 2024Q4: 2,926,949 shares; 2025Q1: 1,581,470 shares; 2025Q2: 1,598,189 shares; 2025Q3: 417,288 shares; 2025Q4: 232,614 shares; 2026Q1: 2,048,874 shares 2,048,874 $228M 1.78% +1,816,260 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,037,197 shares; 2024Q4: 2,190,121 shares; 2025Q1: 2,489,669 shares; 2025Q2: 2,464,931 shares; 2025Q3: 1,983,749 shares; 2025Q4: 1,085,153 shares; 2026Q1: 1,101,752 shares 1,101,752 $211M 1.65% +16,599 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: not reported; 2025Q3: 5,241,802 shares; 2025Q4: 5,733,012 shares; 2026Q1: 6,238,515 shares 6,238,515 $206M 1.61% +505,503 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: 732,604 shares; 2024Q4: 858,287 shares; 2025Q1: not reported; 2025Q2: 978,471 shares; 2025Q3: 1,020,567 shares; 2025Q4: not reported; 2026Q1: 1,094,388 shares 1,094,388 $191M 1.49% new 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: not reported; 2025Q2: not reported; 2025Q3: 4,693,229 shares; 2025Q4: not reported; 2026Q1: 4,942,233 shares 4,942,233 $179M 1.4% new 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: 43,907 shares; 2024Q4: 507,294 shares; 2025Q1: not reported; 2025Q2: 457,403 shares; 2025Q3: 523,868 shares; 2025Q4: 711,023 shares; 2026Q1: 722,484 shares 722,484 $173M 1.35% +11,461 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: 182,375 shares; 2024Q4: 204,710 shares; 2025Q1: 1,059,355 shares; 2025Q2: 1,425,450 shares; 2025Q3: 1,901,799 shares; 2025Q4: 1,827,475 shares; 2026Q1: 1,718,413 shares 1,718,413 $173M 1.35% -109,062 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: 401,620 shares; 2024Q4: 468,966 shares; 2025Q1: not reported; 2025Q2: 529,895 shares; 2025Q3: 552,156 shares; 2025Q4: 554,177 shares; 2026Q1: 602,628 shares 602,628 $153M 1.19% +48,451 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: 2,274,232 shares; 2024Q4: 2,550,422 shares; 2025Q1: 2,814,004 shares; 2025Q2: 3,093,882 shares; 2025Q3: 3,354,038 shares; 2025Q4: 3,575,791 shares; 2026Q1: 3,851,225 shares 3,851,225 $150M 1.17% +275,434 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: 3,433,223 shares 3,433,223 $141M 1.1% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,590,071 shares; 2024Q4: 973,981 shares; 2025Q1: 656,307 shares; 2025Q2: 860,725 shares; 2025Q3: 948,583 shares; 2025Q4: 1,127,713 shares; 2026Q1: 5,921,573 shares 5,921,573 $136M 1.06% +4,793,860 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,473,560 shares; 2024Q4: 1,619,778 shares; 2025Q1: 1,331,733 shares; 2025Q2: 1,327,842 shares; 2025Q3: 1,353,322 shares; 2025Q4: 1,323,631 shares; 2026Q1: 1,330,985 shares 1,330,985 $126M 0.99% +7,354 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: 948,428 shares; 2024Q4: 1,033,611 shares; 2025Q1: not reported; 2025Q2: 1,113,045 shares; 2025Q3: 1,011,015 shares; 2025Q4: not reported; 2026Q1: 1,079,334 shares 1,079,334 $115M 0.9% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307,498 shares; 2024Q4: 331,455 shares; 2025Q1: not reported; 2025Q2: 402,203 shares; 2025Q3: 471,888 shares; 2025Q4: not reported; 2026Q1: 517,535 shares 517,535 $112M 0.88% new 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: 201,465 shares; 2024Q4: 238,354 shares; 2025Q1: not reported; 2025Q2: 264,391 shares; 2025Q3: 274,007 shares; 2025Q4: 279,092 shares; 2026Q1: 290,735 shares 290,735 $108M 0.84% +11,643 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: 9,147 shares; 2024Q4: 10,109 shares; 2025Q1: 13,626 shares; 2025Q2: 1,722,609 shares; 2025Q3: 1,766,685 shares; 2025Q4: 1,808,188 shares; 2026Q1: 1,991,200 shares 1,991,200 $99.6M 0.78% +183,012 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: 402,589 shares; 2024Q4: 1,688,980 shares; 2025Q1: 2,182,955 shares; 2025Q2: 2,793,121 shares; 2025Q3: 3,233,030 shares; 2025Q4: 3,646,617 shares; 2026Q1: 3,413,376 shares 3,413,376 $99.4M 0.78% -233,241 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: 3,479,907 shares; 2025Q4: 3,493,640 shares; 2026Q1: 3,802,542 shares 3,802,542 $92.4M 0.72% +308,902 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: 1,560,452 shares; 2024Q4: 1,695,182 shares; 2025Q1: 1,787,044 shares; 2025Q2: 1,972,731 shares; 2025Q3: 2,148,265 shares; 2025Q4: 2,285,721 shares; 2026Q1: 2,479,611 shares 2,479,611 $91.2M 0.71% +193,890 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: 272,508 shares; 2024Q4: 322,381 shares; 2025Q1: not reported; 2025Q2: 372,096 shares; 2025Q3: 396,432 shares; 2025Q4: 406,691 shares; 2026Q1: 434,269 shares 434,269 $90.4M 0.71% +27,578 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 519,704 shares; 2024Q4: 610,396 shares; 2025Q1: 531,661 shares; 2025Q2: 597,681 shares; 2025Q3: 665,412 shares; 2025Q4: 727,765 shares; 2026Q1: 806,679 shares 806,679 $89.7M 0.7% +78,914 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: 197,998 shares; 2024Q4: 231,919 shares; 2025Q1: 245,725 shares; 2025Q2: 243,797 shares; 2025Q3: 279,300 shares; 2025Q4: 291,205 shares; 2026Q1: 307,982 shares 307,982 $88.6M 0.69% +16,777 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: 745,032 shares; 2024Q4: 806,460 shares; 2025Q1: 852,655 shares; 2025Q2: 920,220 shares; 2025Q3: 934,705 shares; 2025Q4: 1,018,422 shares; 2026Q1: 1,110,623 shares 1,110,623 $85M 0.66% +92,201 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,454,229 shares; 2024Q4: 1,509,692 shares; 2025Q1: 1,497,794 shares; 2025Q2: 1,515,341 shares; 2025Q3: 1,748,170 shares; 2025Q4: 1,785,539 shares; 2026Q1: 1,623,636 shares 1,623,636 $84.3M 0.66% -161,903 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600,150 shares; 2024Q4: 1,654,198 shares; 2025Q1: 1,873,561 shares; 2025Q2: 1,558,485 shares; 2025Q3: 1,554,582 shares; 2025Q4: 1,731,970 shares; 2026Q1: 1,785,054 shares 1,785,054 $81.5M 0.64% +53,084 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: 207,917 shares; 2024Q4: 234,305 shares; 2025Q1: 253,274 shares; 2025Q2: 267,629 shares; 2025Q3: 277,748 shares; 2025Q4: 278,965 shares; 2026Q1: 288,401 shares 288,401 $75.5M 0.59% +9,436 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346,701 shares; 2024Q4: 363,179 shares; 2025Q1: not reported; 2025Q2: 359,315 shares; 2025Q3: 322,811 shares; 2025Q4: 336,436 shares; 2026Q1: 346,034 shares 346,034 $74.4M 0.58% +9,598 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: 199,824 shares; 2024Q4: 204,557 shares; 2025Q1: 202,762 shares; 2025Q2: 204,663 shares; 2025Q3: 204,186 shares; 2025Q4: 210,575 shares; 2026Q1: 214,039 shares 214,039 $68.7M 0.54% +3,464 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: 472,205 shares; 2024Q4: 575,001 shares; 2025Q1: 557,049 shares; 2025Q2: 553,973 shares; 2025Q3: 610,516 shares; 2025Q4: 638,232 shares; 2026Q1: 661,534 shares 661,534 $65.7M 0.51% +23,302 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: 130,726 shares; 2024Q4: 150,308 shares; 2025Q1: 160,041 shares; 2025Q2: 164,222 shares; 2025Q3: 170,716 shares; 2025Q4: 177,576 shares; 2026Q1: 198,549 shares 198,549 $61.5M 0.48% +20,973 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,262,708 shares; 2024Q4: 1,381,380 shares; 2025Q1: 1,440,087 shares; 2025Q2: 1,551,634 shares; 2025Q3: 1,603,456 shares; 2025Q4: 1,687,512 shares; 2026Q1: 1,739,833 shares 1,739,833 $58.6M 0.46% +52,321 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 811,598 shares; 2024Q4: 801,673 shares; 2025Q1: not reported; 2025Q2: 743,458 shares; 2025Q3: 726,655 shares; 2025Q4: 716,455 shares; 2026Q1: 710,310 shares 710,310 $57.3M 0.45% -6,145 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: 64,352 shares; 2024Q4: 79,419 shares; 2025Q1: 86,228 shares; 2025Q2: 83,532 shares; 2025Q3: 98,390 shares; 2025Q4: 88,300 shares; 2026Q1: 99,637 shares 99,637 $57M 0.45% +11,337 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,107,507 shares 1,107,507 $55.3M 0.43% new 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: 758,220 shares; 2024Q4: 809,442 shares; 2025Q1: 825,001 shares; 2025Q2: 846,824 shares; 2025Q3: 811,537 shares; 2025Q4: 831,843 shares; 2026Q1: 858,247 shares 858,247 $55M 0.43% +26,404 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,991,343 shares; 2025Q4: 2,122,293 shares; 2026Q1: 2,180,866 shares 2,180,866 $53.8M 0.42% +58,573 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: 10,286 shares; 2024Q4: 682,854 shares; 2025Q1: 1,374,967 shares; 2025Q2: 1,013,335 shares; 2025Q3: 1,590,982 shares; 2025Q4: 1,552,909 shares; 2026Q1: 584,437 shares 584,437 $51.5M 0.4% -968,472 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: 88,995 shares; 2024Q4: 122,424 shares; 2025Q1: 101,382 shares; 2025Q2: 103,556 shares; 2025Q3: 155,896 shares; 2025Q4: not reported; 2026Q1: 379,403 shares 379,403 $50.4M 0.39% new 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: 289,526 shares; 2024Q4: 350,041 shares; 2025Q1: 422,886 shares; 2025Q2: 444,194 shares; 2025Q3: 517,290 shares; 2025Q4: 572,169 shares; 2026Q1: 606,919 shares 606,919 $48.9M 0.38% +34,750 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: 384,812 shares; 2024Q4: 432,668 shares; 2025Q1: not reported; 2025Q2: 473,118 shares; 2025Q3: 473,562 shares; 2025Q4: 492,822 shares; 2026Q1: 478,967 shares 478,967 $47.8M 0.37% -13,855 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: 117,561 shares; 2024Q4: 139,906 shares; 2025Q1: not reported; 2025Q2: 157,589 shares; 2025Q3: 155,891 shares; 2025Q4: 158,702 shares; 2026Q1: 159,990 shares 159,990 $47.1M 0.37% +1,288 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: 70,211 shares; 2024Q4: 86,637 shares; 2025Q1: 92,598 shares; 2025Q2: 99,695 shares; 2025Q3: 111,789 shares; 2025Q4: 110,731 shares; 2026Q1: 121,906 shares 121,906 $45.3M 0.35% +11,175 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 576,536 shares; 2024Q4: 849,304 shares; 2025Q1: 893,883 shares; 2025Q2: 810,277 shares; 2025Q3: 876,543 shares; 2025Q4: 882,294 shares; 2026Q1: 835,764 shares 835,764 $41.3M 0.32% -46,530 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 786,706 shares; 2024Q4: 875,436 shares; 2025Q1: 938,235 shares; 2025Q2: 1,027,563 shares; 2025Q3: 1,128,743 shares; 2025Q4: 1,201,556 shares; 2026Q1: 1,275,107 shares 1,275,107 $41.1M 0.32% +73,551 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: 20,822 shares; 2024Q4: 27,035 shares; 2025Q1: 32,463 shares; 2025Q2: 40,945 shares; 2025Q3: 46,304 shares; 2025Q4: 54,891 shares; 2026Q1: 67,871 shares 67,871 $40.6M 0.32% +12,980 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: 387,836 shares; 2024Q4: 306,923 shares; 2025Q1: 294,950 shares; 2025Q2: 389,575 shares; 2025Q3: 296,852 shares; 2025Q4: 352,147 shares; 2026Q1: 439,963 shares 439,963 $39.8M 0.31% +87,816 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: 429,698 shares; 2024Q4: 439,220 shares; 2025Q1: 453,675 shares; 2025Q2: 701,192 shares; 2025Q3: 737,272 shares; 2025Q4: 775,052 shares; 2026Q1: 769,712 shares 769,712 $36.9M 0.29% -5,340 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: 53,731 shares; 2024Q4: 60,092 shares; 2025Q1: 63,408 shares; 2025Q2: 68,228 shares; 2025Q3: 70,437 shares; 2025Q4: 71,946 shares; 2026Q1: 76,815 shares 76,815 $36.8M 0.29% +4,869 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: 127,420 shares; 2024Q4: 150,175 shares; 2025Q1: 180,514 shares; 2025Q2: 189,770 shares; 2025Q3: 204,937 shares; 2025Q4: 288,124 shares; 2026Q1: 536,012 shares 536,012 $36.7M 0.29% +247,888 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,616 shares; 2024Q4: 135,627 shares; 2025Q1: 195,359 shares; 2025Q2: 237,877 shares; 2025Q3: 238,609 shares; 2025Q4: 238,835 shares; 2026Q1: 226,615 shares 226,615 $36.6M 0.29% -12,220 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: 176,833 shares; 2024Q4: 199,841 shares; 2025Q1: 231,877 shares; 2025Q2: 256,092 shares; 2025Q3: 272,103 shares; 2025Q4: 279,956 shares; 2026Q1: 286,460 shares 286,460 $35.6M 0.28% +6,504 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: 70,520 shares; 2024Q4: 84,765 shares; 2025Q1: 97,305 shares; 2025Q2: 99,031 shares; 2025Q3: 136,204 shares; 2025Q4: 152,057 shares; 2026Q1: 169,037 shares 169,037 $35M 0.27% +16,980 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: 636,597 shares; 2024Q4: 681,531 shares; 2025Q1: 702,028 shares; 2025Q2: 614,170 shares; 2025Q3: 642,113 shares; 2025Q4: 680,408 shares; 2026Q1: 708,008 shares 708,008 $33.2M 0.26% +27,600 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 289,541 shares; 2024Q4: 357,884 shares; 2025Q1: not reported; 2025Q2: 390,168 shares; 2025Q3: 450,042 shares; 2025Q4: 426,328 shares; 2026Q1: 304,105 shares 304,105 $33.1M 0.26% -122,223 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 348,548 shares; 2025Q4: 381,331 shares; 2026Q1: 425,109 shares 425,109 $33M 0.26% +43,778 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 889,341 shares; 2024Q4: 938,759 shares; 2025Q1: 956,675 shares; 2025Q2: 935,204 shares; 2025Q3: 940,588 shares; 2025Q4: 1,034,253 shares; 2026Q1: 1,306,467 shares 1,306,467 $32.8M 0.26% +272,214 Timeline SPTM 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: 447,922 shares; 2024Q4: 449,921 shares; 2025Q1: 447,378 shares; 2025Q2: 431,593 shares; 2025Q3: 425,326 shares; 2025Q4: 418,638 shares; 2026Q1: 414,084 shares 414,084 $32.7M 0.26% -4,554 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,880,171 shares; 2024Q4: 1,927,133 shares; 2025Q1: 1,855,163 shares; 2025Q2: 1,829,083 shares; 2025Q3: 1,881,511 shares; 2025Q4: 1,879,538 shares; 2026Q1: 1,869,504 shares 1,869,504 $32.4M 0.25% -10,034 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 596,345 shares; 2024Q4: 654,372 shares; 2025Q1: 701,051 shares; 2025Q2: 772,818 shares; 2025Q3: 844,759 shares; 2025Q4: 900,442 shares; 2026Q1: 945,379 shares 945,379 $32M 0.25% +44,937 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: 285,796 shares; 2024Q4: 313,807 shares; 2025Q1: 312,908 shares; 2025Q2: 330,410 shares; 2025Q3: 354,052 shares; 2025Q4: 363,838 shares; 2026Q1: 396,953 shares 396,953 $31.1M 0.24% +33,115 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,043 shares; 2024Q4: 330,302 shares; 2025Q1: 250,116 shares; 2025Q2: 278,983 shares; 2025Q3: 309,404 shares; 2025Q4: 339,802 shares; 2026Q1: 366,373 shares 366,373 $31.1M 0.24% +26,571 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 439,121 shares; 2024Q4: 444,144 shares; 2025Q1: 445,952 shares; 2025Q2: 455,019 shares; 2025Q3: 465,864 shares; 2025Q4: 471,671 shares; 2026Q1: 433,587 shares 433,587 $30.4M 0.24% -38,084 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: 97,957 shares; 2024Q4: 99,934 shares; 2025Q1: 119,310 shares; 2025Q2: 130,635 shares; 2025Q3: 139,169 shares; 2025Q4: 135,077 shares; 2026Q1: 154,412 shares 154,412 $30.3M 0.24% +19,335 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: 82,287 shares; 2024Q4: 77,539 shares; 2025Q1: 100,307 shares; 2025Q2: 84,401 shares; 2025Q3: 86,704 shares; 2025Q4: 110,041 shares; 2026Q1: 123,087 shares 123,087 $30.1M 0.24% +13,046 Timeline SPTB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 985,672 shares 985,672 $29.8M 0.23% new 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: 75,128 shares; 2024Q4: 84,181 shares; 2025Q1: 94,359 shares; 2025Q2: 106,334 shares; 2025Q3: 107,027 shares; 2025Q4: not reported; 2026Q1: 98,521 shares 98,521 $29.8M 0.23% new 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: 16,893 shares; 2024Q4: 19,274 shares; 2025Q1: 23,661 shares; 2025Q2: 23,900 shares; 2025Q3: 25,402 shares; 2025Q4: 28,113 shares; 2026Q1: 32,026 shares 32,026 $29.5M 0.23% +3,913 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: 4,994 shares; 2024Q4: 13,558 shares; 2025Q1: 18,413 shares; 2025Q2: 67,033 shares; 2025Q3: 65,705 shares; 2025Q4: 79,893 shares; 2026Q1: 81,907 shares 81,907 $29.2M 0.23% +2,014 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: 268,804 shares; 2024Q4: 285,316 shares; 2025Q1: 166,700 shares; 2025Q2: 166,132 shares; 2025Q3: 222,934 shares; 2025Q4: 205,942 shares; 2026Q1: 205,632 shares 205,632 $29.1M 0.23% -310 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 408,809 shares; 2024Q4: 420,225 shares; 2025Q1: 430,923 shares; 2025Q2: 443,412 shares; 2025Q3: 461,921 shares; 2025Q4: 486,505 shares; 2026Q1: 503,048 shares 503,048 $29M 0.23% +16,543 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: 161,208 shares; 2024Q4: 211,319 shares; 2025Q1: 221,443 shares; 2025Q2: 285,674 shares; 2025Q3: 351,638 shares; 2025Q4: not reported; 2026Q1: 304,972 shares 304,972 $27.9M 0.22% new 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: 339,226 shares; 2024Q4: 358,874 shares; 2025Q1: 371,046 shares; 2025Q2: 375,423 shares; 2025Q3: 417,092 shares; 2025Q4: 441,665 shares; 2026Q1: 473,656 shares 473,656 $27.7M 0.22% +31,991 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: 407,827 shares; 2024Q4: 1,000,830 shares; 2025Q1: not reported; 2025Q2: 1,053,689 shares; 2025Q3: 1,231,527 shares; 2025Q4: 1,181,085 shares; 2026Q1: 1,100,950 shares 1,100,950 $27.2M 0.21% -80,135 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: 128,221 shares; 2024Q4: 168,232 shares; 2025Q1: not reported; 2025Q2: 175,667 shares; 2025Q3: 198,334 shares; 2025Q4: 197,888 shares; 2026Q1: 185,929 shares 185,929 $27.2M 0.21% -11,959 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,792 shares; 2024Q4: 41,126 shares; 2025Q1: 83,019 shares; 2025Q2: 25,722 shares; 2025Q3: 23,728 shares; 2025Q4: 22,008 shares; 2026Q1: 139,997 shares 139,997 $26.9M 0.21% +117,989 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: 186,935 shares; 2024Q4: 211,996 shares; 2025Q1: 221,298 shares; 2025Q2: 224,705 shares; 2025Q3: 233,529 shares; 2025Q4: 234,218 shares; 2026Q1: 320,710 shares 320,710 $26.5M 0.21% +86,492 Timeline AVIG 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: 322,339 shares; 2024Q4: 380,867 shares; 2025Q1: 428,538 shares; 2025Q2: 464,250 shares; 2025Q3: 505,426 shares; 2025Q4: 552,061 shares; 2026Q1: 634,134 shares 634,134 $26.3M 0.21% +82,073 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: 21,596 shares; 2024Q4: 29,034 shares; 2025Q1: 39,919 shares; 2025Q2: 39,436 shares; 2025Q3: 41,121 shares; 2025Q4: 43,943 shares; 2026Q1: 44,610 shares 44,610 $25.7M 0.2% +667 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: 12,245 shares; 2024Q4: 19,086 shares; 2025Q1: 21,892 shares; 2025Q2: 23,432 shares; 2025Q3: 24,388 shares; 2025Q4: 247,565 shares; 2026Q1: 267,560 shares 267,560 $25.7M 0.2% +19,995 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: 47,925 shares; 2024Q4: 53,121 shares; 2025Q1: not reported; 2025Q2: 49,507 shares; 2025Q3: 50,096 shares; 2025Q4: 50,439 shares; 2026Q1: 50,954 shares 50,954 $25.5M 0.2% +515 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 983,223 shares; 2024Q4: 996,942 shares; 2025Q1: 971,376 shares; 2025Q2: 935,127 shares; 2025Q3: 850,669 shares; 2025Q4: 877,665 shares; 2026Q1: 861,222 shares 861,222 $25.1M 0.2% -16,443 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: 189,185 shares; 2024Q4: 238,365 shares; 2025Q1: 393,324 shares; 2025Q2: 475,892 shares; 2025Q3: 331,718 shares; 2025Q4: 309,667 shares; 2026Q1: 266,927 shares 266,927 $24.8M 0.19% -42,740 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: 148,842 shares; 2024Q4: 187,351 shares; 2025Q1: not reported; 2025Q2: 238,978 shares; 2025Q3: 262,089 shares; 2025Q4: 319,098 shares; 2026Q1: 315,101 shares 315,101 $24.4M 0.19% -3,997 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: 20,816 shares; 2024Q4: 23,830 shares; 2025Q1: not reported; 2025Q2: 28,014 shares; 2025Q3: 29,103 shares; 2025Q4: 22,949 shares; 2026Q1: 24,133 shares 24,133 $24M 0.19% +1,184 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: 101,827 shares; 2024Q4: 110,317 shares; 2025Q1: not reported; 2025Q2: 123,718 shares; 2025Q3: 127,293 shares; 2025Q4: 132,844 shares; 2026Q1: 141,647 shares 141,647 $24M 0.19% +8,803 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: 8,658 shares; 2024Q4: 31,354 shares; 2025Q1: not reported; 2025Q2: 93,775 shares; 2025Q3: 558,712 shares; 2025Q4: 576,120 shares; 2026Q1: 676,217 shares 676,217 $23.7M 0.19% +100,097 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,994 shares; 2024Q4: 41,617 shares; 2025Q1: 44,978 shares; 2025Q2: 49,205 shares; 2025Q3: 48,885 shares; 2025Q4: 49,998 shares; 2026Q1: 60,517 shares 60,517 $23.2M 0.18% +10,519 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: 83,953 shares; 2024Q4: 103,797 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 169,791 shares; 2025Q4: 194,456 shares; 2026Q1: 209,792 shares 209,792 $23.2M 0.18% +15,336 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: 362,177 shares; 2024Q4: 413,602 shares; 2025Q1: not reported; 2025Q2: 485,338 shares; 2025Q3: 553,486 shares; 2025Q4: 545,412 shares; 2026Q1: 544,229 shares 544,229 $23M 0.18% -1,183 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: 69,285 shares; 2024Q4: 87,664 shares; 2025Q1: not reported; 2025Q2: 103,789 shares; 2025Q3: 109,857 shares; 2025Q4: 108,435 shares; 2026Q1: 103,851 shares 103,851 $22.6M 0.18% -4,584 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: 79,403 shares; 2024Q4: 99,232 shares; 2025Q1: not reported; 2025Q2: 129,824 shares; 2025Q3: 138,972 shares; 2025Q4: 171,587 shares; 2026Q1: 176,937 shares 176,937 $22M 0.17% +5,350 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,052 shares; 2024Q4: 105,307 shares; 2025Q1: 145,717 shares; 2025Q2: 149,814 shares; 2025Q3: 165,368 shares; 2025Q4: 241,513 shares; 2026Q1: 289,692 shares 289,692 $21.8M 0.17% +48,179 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: 20,762 shares; 2024Q4: 22,526 shares; 2025Q1: 24,490 shares; 2025Q2: 20,186 shares; 2025Q3: 21,842 shares; 2025Q4: 25,788 shares; 2026Q1: 30,124 shares 30,124 $21.3M 0.17% +4,336 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: 109,978 shares; 2024Q4: 118,598 shares; 2025Q1: 155,622 shares; 2025Q2: 152,970 shares; 2025Q3: 109,779 shares; 2025Q4: 151,218 shares; 2026Q1: 142,317 shares 142,317 $20.9M 0.16% -8,901 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: 48,069 shares; 2024Q4: 59,009 shares; 2025Q1: 61,238 shares; 2025Q2: not reported; 2025Q3: 68,806 shares; 2025Q4: 74,405 shares; 2026Q1: 73,385 shares 73,385 $20.8M 0.16% -1,020 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: 49,966 shares; 2024Q4: 61,988 shares; 2025Q1: 64,550 shares; 2025Q2: 66,912 shares; 2025Q3: 65,313 shares; 2025Q4: 67,604 shares; 2026Q1: 61,448 shares 61,448 $20.8M 0.16% -6,156 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: 10,469 shares; 2024Q4: 83,998 shares; 2025Q1: 73,218 shares; 2025Q2: 86,939 shares; 2025Q3: 94,847 shares; 2025Q4: 95,748 shares; 2026Q1: 95,879 shares 95,879 $20.5M 0.16% +131 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,834 shares; 2024Q4: 166,729 shares; 2025Q1: 172,260 shares; 2025Q2: 171,561 shares; 2025Q3: 174,555 shares; 2025Q4: 176,189 shares; 2026Q1: 166,917 shares 166,917 $20.2M 0.16% -9,272 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: 45,922 shares; 2024Q4: 48,064 shares; 2025Q1: 49,433 shares; 2025Q2: 45,949 shares; 2025Q3: 46,646 shares; 2025Q4: 46,221 shares; 2026Q1: 46,639 shares 46,639 $20.1M 0.16% +418 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: 38,775 shares; 2024Q4: 62,913 shares; 2025Q1: 71,835 shares; 2025Q2: not reported; 2025Q3: 75,273 shares; 2025Q4: 83,631 shares; 2026Q1: 101,123 shares 101,123 $19.5M 0.15% +17,492 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,224 shares; 2024Q4: 79,915 shares; 2025Q1: 135,501 shares; 2025Q2: 242,051 shares; 2025Q3: 175,636 shares; 2025Q4: 171,550 shares; 2026Q1: 172,361 shares 172,361 $19.1M 0.15% +811 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,464 shares; 2024Q4: 22,284 shares; 2025Q1: 19,654 shares; 2025Q2: 21,270 shares; 2025Q3: 483,301 shares; 2025Q4: 492,214 shares; 2026Q1: 85,107 shares 85,107 $18.6M 0.15% -407,107 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: 182,984 shares; 2024Q4: 184,528 shares; 2025Q1: not reported; 2025Q2: 200,835 shares; 2025Q3: 213,372 shares; 2025Q4: 209,571 shares; 2026Q1: 214,544 shares 214,544 $18.6M 0.15% +4,973 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: 233,327 shares; 2024Q4: 290,982 shares; 2025Q1: 290,720 shares; 2025Q2: 299,130 shares; 2025Q3: 352,707 shares; 2025Q4: 354,278 shares; 2026Q1: 383,902 shares 383,902 $18.4M 0.14% +29,624 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,909 shares; 2024Q4: 36,655 shares; 2025Q1: 98,787 shares; 2025Q2: 106,305 shares; 2025Q3: 165,443 shares; 2025Q4: 272,889 shares; 2026Q1: 323,902 shares 323,902 $18.3M 0.14% +51,013 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276,069 shares; 2024Q4: 281,147 shares; 2025Q1: 231,154 shares; 2025Q2: 240,919 shares; 2025Q3: 396,352 shares; 2025Q4: 385,647 shares; 2026Q1: 375,765 shares 375,765 $18.2M 0.14% -9,882 Timeline SPTI 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: 362,047 shares; 2024Q4: 361,643 shares; 2025Q1: 372,822 shares; 2025Q2: 352,058 shares; 2025Q3: 616,564 shares; 2025Q4: 602,287 shares; 2026Q1: 616,859 shares 616,859 $17.7M 0.14% +14,572 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: 190,443 shares; 2024Q4: 221,712 shares; 2025Q1: 248,082 shares; 2025Q2: 334,921 shares; 2025Q3: 363,930 shares; 2025Q4: 320,874 shares; 2026Q1: 349,407 shares 349,407 $17.5M 0.14% +28,533 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: 41,650 shares; 2024Q4: 48,477 shares; 2025Q1: not reported; 2025Q2: 51,687 shares; 2025Q3: 53,920 shares; 2025Q4: 50,980 shares; 2026Q1: 52,721 shares 52,721 $17.3M 0.14% +1,741 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: 52,930 shares; 2025Q1: 56,015 shares; 2025Q2: 61,067 shares; 2025Q3: 66,389 shares; 2025Q4: not reported; 2026Q1: 80,958 shares 80,958 $17.3M 0.14% new Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,706 shares; 2024Q4: 213,979 shares; 2025Q1: not reported; 2025Q2: 304,441 shares; 2025Q3: 314,001 shares; 2025Q4: 365,293 shares; 2026Q1: 434,542 shares 434,542 $17.2M 0.13% +69,249 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 567,026 shares; 2024Q4: 521,308 shares; 2025Q1: 513,668 shares; 2025Q2: 594,111 shares; 2025Q3: 703,779 shares; 2025Q4: 730,645 shares; 2026Q1: 741,792 shares 741,792 $17.2M 0.13% +11,147 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 396,025 shares; 2024Q4: 463,821 shares; 2025Q1: 501,576 shares; 2025Q2: 392,790 shares; 2025Q3: 300,505 shares; 2025Q4: 305,490 shares; 2026Q1: 310,256 shares 310,256 $17.1M 0.13% +4,766 Timeline MFEM PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 625,815 shares; 2024Q4: 630,641 shares; 2025Q1: 657,942 shares; 2025Q2: 646,275 shares; 2025Q3: 679,028 shares; 2025Q4: 674,865 shares; 2026Q1: 679,168 shares 679,168 $17M 0.13% +4,303 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,203 shares; 2024Q4: 57,962 shares; 2025Q1: not reported; 2025Q2: 97,097 shares; 2025Q3: 121,652 shares; 2025Q4: 120,522 shares; 2026Q1: 177,179 shares 177,179 $16.9M 0.13% +56,657 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324,056 shares; 2024Q4: 277,432 shares; 2025Q1: 359,991 shares; 2025Q2: 435,611 shares; 2025Q3: 461,046 shares; 2025Q4: 614,926 shares; 2026Q1: 635,767 shares 635,767 $16.7M 0.13% +20,841 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,511 shares; 2024Q4: 109,464 shares; 2025Q1: 128,381 shares; 2025Q2: 157,722 shares; 2025Q3: 189,425 shares; 2025Q4: 213,918 shares; 2026Q1: 233,375 shares 233,375 $16.6M 0.13% +19,457 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: 235,341 shares; 2024Q4: 337,600 shares; 2025Q1: not reported; 2025Q2: 554,689 shares; 2025Q3: 580,212 shares; 2025Q4: 512,882 shares; 2026Q1: 556,785 shares 556,785 $16.1M 0.13% +43,903 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,359 shares; 2024Q4: 155,206 shares; 2025Q1: not reported; 2025Q2: 194,290 shares; 2025Q3: 215,168 shares; 2025Q4: 233,189 shares; 2026Q1: 257,946 shares 257,946 $16.1M 0.13% +24,757 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,335 shares; 2024Q4: 76,252 shares; 2025Q1: 104,294 shares; 2025Q2: 165,854 shares; 2025Q3: 137,273 shares; 2025Q4: 129,280 shares; 2026Q1: 142,754 shares 142,754 $16M 0.13% +13,474 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: 74,921 shares; 2024Q4: 86,154 shares; 2025Q1: 89,774 shares; 2025Q2: 87,318 shares; 2025Q3: 112,476 shares; 2025Q4: 111,134 shares; 2026Q1: 110,050 shares 110,050 $15.9M 0.12% -1,084 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,858 shares; 2024Q4: 146,670 shares; 2025Q1: 141,471 shares; 2025Q2: not reported; 2025Q3: 153,732 shares; 2025Q4: 175,583 shares; 2026Q1: 198,425 shares 198,425 $15.8M 0.12% +22,842 Timeline DGS 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: 188,325 shares; 2024Q4: 206,962 shares; 2025Q1: 215,173 shares; 2025Q2: 233,048 shares; 2025Q3: 238,973 shares; 2025Q4: 249,868 shares; 2026Q1: 260,365 shares 260,365 $15.6M 0.12% +10,497 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,496,743 shares; 2024Q4: 1,527,961 shares; 2025Q1: not reported; 2025Q2: 1,741,499 shares; 2025Q3: 1,616,234 shares; 2025Q4: not reported; 2026Q1: 609,551 shares 609,551 $15.6M 0.12% new Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,644 shares; 2024Q4: 121,479 shares; 2025Q1: 140,027 shares; 2025Q2: 174,031 shares; 2025Q3: 204,264 shares; 2025Q4: 229,451 shares; 2026Q1: 249,454 shares 249,454 $15.6M 0.12% +20,003 Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308,725 shares; 2024Q4: 306,307 shares; 2025Q1: 318,469 shares; 2025Q2: 309,875 shares; 2025Q3: 311,857 shares; 2025Q4: 310,476 shares; 2026Q1: 311,576 shares 311,576 $15.4M 0.12% +1,100 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: 64,206 shares; 2024Q4: 75,213 shares; 2025Q1: 77,591 shares; 2025Q2: 89,396 shares; 2025Q3: 92,938 shares; 2025Q4: 93,960 shares; 2026Q1: 95,858 shares 95,858 $15.3M 0.12% +1,898 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: 54,392 shares; 2025Q1: not reported; 2025Q2: 88,861 shares; 2025Q3: 100,786 shares; 2025Q4: 110,952 shares; 2026Q1: 123,910 shares 123,910 $15.2M 0.12% +12,958 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,729 shares; 2024Q4: 157,098 shares; 2025Q1: 115,826 shares; 2025Q2: 126,737 shares; 2025Q3: 157,620 shares; 2025Q4: 140,915 shares; 2026Q1: 158,604 shares 158,604 $15.2M 0.12% +17,689 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: 604,825 shares; 2024Q4: 590,800 shares; 2025Q1: 609,472 shares; 2025Q2: not reported; 2025Q3: 393,123 shares; 2025Q4: 411,793 shares; 2026Q1: 443,658 shares 443,658 $14.9M 0.12% +31,865 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,556 shares; 2024Q4: 144,577 shares; 2025Q1: 170,669 shares; 2025Q2: 212,291 shares; 2025Q3: 254,902 shares; 2025Q4: 336,978 shares; 2026Q1: 367,941 shares 367,941 $14.5M 0.11% +30,963 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,866 shares; 2024Q4: 252,896 shares; 2025Q1: 249,932 shares; 2025Q2: 257,495 shares; 2025Q3: 284,859 shares; 2025Q4: not reported; 2026Q1: 313,840 shares 313,840 $14.3M 0.11% new 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: 25,957 shares; 2024Q4: 25,711 shares; 2025Q1: 30,191 shares; 2025Q2: 35,116 shares; 2025Q3: 36,892 shares; 2025Q4: 37,875 shares; 2026Q1: 42,090 shares 42,090 $14.2M 0.11% +4,215 Timeline SJNK 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: 259,023 shares; 2024Q4: 326,441 shares; 2025Q1: 370,459 shares; 2025Q2: 373,269 shares; 2025Q3: 463,466 shares; 2025Q4: 512,915 shares; 2026Q1: 568,086 shares 568,086 $14.2M 0.11% +55,171 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: 58,369 shares; 2024Q4: 65,883 shares; 2025Q1: 74,803 shares; 2025Q2: 86,529 shares; 2025Q3: 95,269 shares; 2025Q4: 110,145 shares; 2026Q1: 124,025 shares 124,025 $14.1M 0.11% +13,880 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,430 shares; 2024Q4: 129,174 shares; 2025Q1: 154,396 shares; 2025Q2: 160,114 shares; 2025Q3: 193,137 shares; 2025Q4: 249,891 shares; 2026Q1: 307,356 shares 307,356 $13.9M 0.11% +57,465 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,062 shares; 2024Q4: 71,306 shares; 2025Q1: 80,800 shares; 2025Q2: 89,678 shares; 2025Q3: 96,510 shares; 2025Q4: 120,710 shares; 2026Q1: 93,169 shares 93,169 $13.8M 0.11% -27,541 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,347 shares; 2026Q1: 295,831 shares 295,831 $13.6M 0.11% +271,484 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,605 shares; 2024Q4: 82,201 shares; 2025Q1: 84,831 shares; 2025Q2: 88,979 shares; 2025Q3: 165,341 shares; 2025Q4: 172,957 shares; 2026Q1: 174,482 shares 174,482 $13.2M 0.1% +1,525 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,112 shares; 2024Q4: 318,047 shares; 2025Q1: 306,992 shares; 2025Q2: 294,976 shares; 2025Q3: 317,693 shares; 2025Q4: 347,634 shares; 2026Q1: 221,793 shares 221,793 $13.2M 0.1% -125,841 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: 104,867 shares; 2024Q4: 94,603 shares; 2025Q1: not reported; 2025Q2: 58,150 shares; 2025Q3: 76,989 shares; 2025Q4: 82,292 shares; 2026Q1: 108,975 shares 108,975 $13.1M 0.1% +26,683 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,553 shares; 2024Q4: 110,872 shares; 2025Q1: 53,549 shares; 2025Q2: 66,745 shares; 2025Q3: 104,032 shares; 2025Q4: 202,183 shares; 2026Q1: 212,892 shares 212,892 $13M 0.1% +10,709 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: 19,287 shares; 2024Q4: 24,264 shares; 2025Q1: 27,717 shares; 2025Q2: 49,571 shares; 2025Q3: 86,303 shares; 2025Q4: 84,625 shares; 2026Q1: 52,037 shares 52,037 $12.9M 0.1% -32,588 Timeline AVSF 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: 141,328 shares; 2024Q4: 168,901 shares; 2025Q1: 193,233 shares; 2025Q2: 204,094 shares; 2025Q3: 221,229 shares; 2025Q4: not reported; 2026Q1: 270,922 shares 270,922 $12.7M 0.1% new Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,148 shares; 2024Q4: 238,353 shares; 2025Q1: not reported; 2025Q2: 215,786 shares; 2025Q3: 204,577 shares; 2025Q4: 201,808 shares; 2026Q1: 205,208 shares 205,208 $12.6M 0.1% +3,400 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,693 shares; 2025Q1: 324,429 shares; 2025Q2: 289,843 shares; 2025Q3: 347,300 shares; 2025Q4: 335,467 shares; 2026Q1: 353,223 shares 353,223 $12.4M 0.1% +17,756 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: 162,190 shares; 2024Q4: 200,960 shares; 2025Q1: 183,747 shares; 2025Q2: 195,806 shares; 2025Q3: 201,841 shares; 2025Q4: 208,973 shares; 2026Q1: 229,370 shares 229,370 $12.4M 0.1% +20,397 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,947 shares; 2024Q4: 61,983 shares; 2025Q1: 63,518 shares; 2025Q2: 60,953 shares; 2025Q3: 62,359 shares; 2025Q4: 66,515 shares; 2026Q1: 66,876 shares 66,876 $12.3M 0.1% +361 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: 9,946 shares; 2024Q4: 10,734 shares; 2025Q1: 11,311 shares; 2025Q2: 8,249 shares; 2025Q3: 7,808 shares; 2025Q4: 9,501 shares; 2026Q1: 9,192 shares 9,192 $12.1M 0.09% -309 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: 87,329 shares; 2024Q4: 90,248 shares; 2025Q1: not reported; 2025Q2: 78,861 shares; 2025Q3: 84,767 shares; 2025Q4: 88,750 shares; 2026Q1: 146,396 shares 146,396 $12.1M 0.09% +57,646 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: 208,895 shares; 2024Q4: 82,691 shares; 2025Q1: 102,682 shares; 2025Q2: 130,800 shares; 2025Q3: 127,805 shares; 2025Q4: 129,646 shares; 2026Q1: 124,326 shares 124,326 $12.1M 0.09% -5,320 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 431,772 shares; 2024Q4: 367,703 shares; 2025Q1: 372,947 shares; 2025Q2: 517,426 shares; 2025Q3: 238,783 shares; 2025Q4: 367,554 shares; 2026Q1: 468,814 shares 468,814 $12.1M 0.09% +101,260 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,123 shares; 2025Q4: 101,386 shares; 2026Q1: 169,874 shares 169,874 $12M 0.09% +68,488 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: 19,775 shares; 2024Q4: 21,714 shares; 2025Q1: 22,167 shares; 2025Q2: 22,905 shares; 2025Q3: 24,537 shares; 2025Q4: 23,256 shares; 2026Q1: 24,254 shares 24,254 $12M 0.09% +998 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,494 shares; 2024Q4: 369,341 shares; 2025Q1: 385,795 shares; 2025Q2: 406,406 shares; 2025Q3: 405,479 shares; 2025Q4: 655,084 shares; 2026Q1: 588,172 shares 588,172 $12M 0.09% -66,912 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: 61,115 shares; 2024Q4: 62,687 shares; 2025Q1: 91,504 shares; 2025Q2: 93,122 shares; 2025Q3: 92,793 shares; 2025Q4: not reported; 2026Q1: 90,753 shares 90,753 $12M 0.09% new 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: 87,160 shares; 2024Q4: 104,157 shares; 2025Q1: 100,739 shares; 2025Q2: 94,974 shares; 2025Q3: 112,231 shares; 2025Q4: 149,561 shares; 2026Q1: 162,840 shares 162,840 $12M 0.09% +13,279 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,015 shares; 2024Q4: 58,163 shares; 2025Q1: not reported; 2025Q2: 561,729 shares; 2025Q3: 994,293 shares; 2025Q4: 1,007,306 shares; 2026Q1: 37,573 shares 37,573 $12M 0.09% -969,733 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 131,127 shares; 2026Q1: 132,978 shares 132,978 $11.8M 0.09% +1,851 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,713 shares; 2024Q4: 112,527 shares; 2025Q1: 121,829 shares; 2025Q2: 178,793 shares; 2025Q3: 147,527 shares; 2025Q4: 137,771 shares; 2026Q1: 143,873 shares 143,873 $11.8M 0.09% +6,102 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: 11,559 shares; 2024Q4: 18,342 shares; 2025Q1: 11,439 shares; 2025Q2: 83,065 shares; 2025Q3: 79,746 shares; 2025Q4: 91,785 shares; 2026Q1: 116,612 shares 116,612 $11.7M 0.09% +24,827 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,720 shares; 2024Q4: 30,917 shares; 2025Q1: 31,400 shares; 2025Q2: 32,815 shares; 2025Q3: 33,989 shares; 2025Q4: 34,580 shares; 2026Q1: 32,079 shares 32,079 $11.7M 0.09% -2,501 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: 23,932 shares; 2024Q4: 29,300 shares; 2025Q1: 56,078 shares; 2025Q2: 63,774 shares; 2025Q3: 65,361 shares; 2025Q4: 68,012 shares; 2026Q1: 69,995 shares 69,995 $11.5M 0.09% +1,983 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,571 shares; 2024Q4: 45,688 shares; 2025Q1: 56,422 shares; 2025Q2: 62,680 shares; 2025Q3: 161,291 shares; 2025Q4: 176,932 shares; 2026Q1: 185,111 shares 185,111 $11.4M 0.09% +8,179 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: 132,778 shares; 2024Q4: 137,927 shares; 2025Q1: 217,622 shares; 2025Q2: 223,720 shares; 2025Q3: 199,103 shares; 2025Q4: 183,717 shares; 2026Q1: 239,827 shares 239,827 $11.4M 0.09% +56,110 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 38,831 shares; 2025Q1: 63,272 shares; 2025Q2: 127,778 shares; 2025Q3: 145,921 shares; 2025Q4: 152,736 shares; 2026Q1: 164,272 shares 164,272 $11.4M 0.09% +11,536 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: 128,873 shares; 2024Q4: 156,256 shares; 2025Q1: 175,983 shares; 2025Q2: 194,509 shares; 2025Q3: 207,406 shares; 2025Q4: not reported; 2026Q1: 233,380 shares 233,380 $11.4M 0.09% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,176 shares; 2024Q4: 198,243 shares; 2025Q1: 266,829 shares; 2025Q2: 266,551 shares; 2025Q3: 271,273 shares; 2025Q4: 333,022 shares; 2026Q1: 120,922 shares 120,922 $11.4M 0.09% -212,100 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: 7,662 shares; 2024Q4: 8,741 shares; 2025Q1: 15,075 shares; 2025Q2: 15,717 shares; 2025Q3: 14,810 shares; 2025Q4: 14,649 shares; 2026Q1: 12,671 shares 12,671 $11.3M 0.09% -1,978 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: 21,875 shares; 2024Q4: 28,753 shares; 2025Q1: 40,533 shares; 2025Q2: 74,728 shares; 2025Q3: 78,816 shares; 2025Q4: 80,979 shares; 2026Q1: 80,415 shares 80,415 $11.2M 0.09% -564 Timeline IBTL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,947 shares; 2024Q4: 187,895 shares; 2025Q1: 278,941 shares; 2025Q2: 331,946 shares; 2025Q3: 399,501 shares; 2025Q4: 295,120 shares; 2026Q1: 541,312 shares 541,312 $11M 0.09% +246,192 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: 41,525 shares; 2024Q4: 32,595 shares; 2025Q1: 27,878 shares; 2025Q2: 26,565 shares; 2025Q3: 25,652 shares; 2025Q4: 25,928 shares; 2026Q1: 32,083 shares 32,083 $11M 0.09% +6,155 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,162 shares; 2024Q4: 70,261 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,083 shares; 2026Q1: 129,614 shares 129,614 $10.9M 0.09% +42,531 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: 14,688 shares; 2024Q4: 16,934 shares; 2025Q1: 20,984 shares; 2025Q2: 24,566 shares; 2025Q3: 23,409 shares; 2025Q4: 22,613 shares; 2026Q1: 25,030 shares 25,030 $10.9M 0.09% +2,417 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: 108,046 shares; 2024Q4: 117,284 shares; 2025Q1: 115,909 shares; 2025Q2: 94,867 shares; 2025Q3: 82,693 shares; 2025Q4: 85,007 shares; 2026Q1: 102,078 shares 102,078 $10.9M 0.08% +17,071 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: 51,540 shares; 2024Q4: 43,413 shares; 2025Q1: not reported; 2025Q2: 50,704 shares; 2025Q3: 39,786 shares; 2025Q4: 42,955 shares; 2026Q1: 53,193 shares 53,193 $10.8M 0.08% +10,238 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: 135,815 shares; 2024Q4: 145,522 shares; 2025Q1: not reported; 2025Q2: 140,163 shares; 2025Q3: 118,299 shares; 2025Q4: 117,468 shares; 2026Q1: 115,973 shares 115,973 $10.8M 0.08% -1,495 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: 100,079 shares; 2024Q4: 167,806 shares; 2025Q1: not reported; 2025Q2: 146,525 shares; 2025Q3: 150,663 shares; 2025Q4: 156,784 shares; 2026Q1: 170,421 shares 170,421 $10.7M 0.08% +13,637 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: 201,068 shares; 2024Q4: 207,656 shares; 2025Q1: 209,801 shares; 2025Q2: 212,063 shares; 2025Q3: 222,547 shares; 2025Q4: not reported; 2026Q1: 251,157 shares 251,157 $10.6M 0.08% new 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: 8,009 shares; 2024Q4: 8,744 shares; 2025Q1: 6,341 shares; 2025Q2: 12,605 shares; 2025Q3: 12,195 shares; 2025Q4: 11,667 shares; 2026Q1: 12,072 shares 12,072 $10.5M 0.08% +405 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,839 shares; 2024Q4: 116,006 shares; 2025Q1: 117,801 shares; 2025Q2: 351,256 shares; 2025Q3: 387,778 shares; 2025Q4: 360,322 shares; 2026Q1: 377,494 shares 377,494 $10.5M 0.08% +17,172 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: 6,618 shares; 2024Q4: 6,724 shares; 2025Q1: 7,859 shares; 2025Q2: 7,851 shares; 2025Q3: 7,474 shares; 2025Q4: 7,148 shares; 2026Q1: 7,133 shares 7,133 $10.5M 0.08% -15 Timeline XLB 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: 66,851 shares; 2024Q4: 92,829 shares; 2025Q1: 102,492 shares; 2025Q2: 134,390 shares; 2025Q3: 116,664 shares; 2025Q4: 224,175 shares; 2026Q1: 209,529 shares 209,529 $10.5M 0.08% -14,646 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: 3,193 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,637 shares; 2025Q3: 34,566 shares; 2025Q4: not reported; 2026Q1: 38,377 shares 38,377 $10.4M 0.08% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,646 shares; 2025Q4: 4,221 shares; 2026Q1: 72,724 shares 72,724 $10.3M 0.08% +68,503 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,207 shares; 2024Q4: 23,780 shares; 2025Q1: not reported; 2025Q2: 29,763 shares; 2025Q3: 37,246 shares; 2025Q4: 72,387 shares; 2026Q1: 194,126 shares 194,126 $10.3M 0.08% +121,739 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: 52,783 shares 52,783 $10.2M 0.08% new Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,686 shares; 2025Q1: not reported; 2025Q2: 52,551 shares; 2025Q3: 61,559 shares; 2025Q4: 76,561 shares; 2026Q1: 105,945 shares 105,945 $10.1M 0.08% +29,384 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,624 shares; 2024Q4: 204,398 shares; 2025Q1: 211,349 shares; 2025Q2: 214,836 shares; 2025Q3: 218,767 shares; 2025Q4: 231,771 shares; 2026Q1: 237,625 shares 237,625 $10M 0.08% +5,854 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: 30,410 shares; 2024Q4: 8,437 shares; 2025Q1: 11,530 shares; 2025Q2: 13,717 shares; 2025Q3: 14,752 shares; 2025Q4: 26,365 shares; 2026Q1: 90,692 shares 90,692 $10M 0.08% +64,327 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: 31,404 shares; 2024Q4: 34,744 shares; 2025Q1: 39,064 shares; 2025Q2: 31,066 shares; 2025Q3: 30,469 shares; 2025Q4: 31,005 shares; 2026Q1: 28,037 shares 28,037 $9.87M 0.08% -2,968 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: 16,265 shares; 2024Q4: 20,844 shares; 2025Q1: 23,905 shares; 2025Q2: 28,276 shares; 2025Q3: 24,538 shares; 2025Q4: 25,657 shares; 2026Q1: 29,827 shares 29,827 $9.72M 0.08% +4,170 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: 35,912 shares; 2024Q4: 26,664 shares; 2025Q1: not reported; 2025Q2: 65,927 shares; 2025Q3: 72,708 shares; 2025Q4: 137,224 shares; 2026Q1: 217,250 shares 217,250 $9.59M 0.07% +80,026 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: 23,743 shares; 2024Q4: 29,095 shares; 2025Q1: 34,686 shares; 2025Q2: 46,756 shares; 2025Q3: 55,245 shares; 2025Q4: 59,633 shares; 2026Q1: 65,057 shares 65,057 $9.57M 0.07% +5,424 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,770 shares; 2024Q4: 106,384 shares; 2025Q1: 136,994 shares; 2025Q2: 153,220 shares; 2025Q3: 177,887 shares; 2025Q4: 255,761 shares; 2026Q1: 436,570 shares 436,570 $9.54M 0.07% +180,809 Timeline EVUS ISHARES 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: 200,139 shares; 2025Q4: 331,020 shares; 2026Q1: 295,814 shares 295,814 $9.42M 0.07% -35,206 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,329 shares; 2024Q4: 38,331 shares; 2025Q1: 34,751 shares; 2025Q2: 73,398 shares; 2025Q3: 103,544 shares; 2025Q4: 92,685 shares; 2026Q1: 98,467 shares 98,467 $9.41M 0.07% +5,782 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,139 shares; 2024Q4: 52,768 shares; 2025Q1: 41,685 shares; 2025Q2: 39,325 shares; 2025Q3: 49,178 shares; 2025Q4: 63,774 shares; 2026Q1: 85,543 shares 85,543 $9.38M 0.07% +21,769 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: 20,560 shares; 2024Q4: 24,679 shares; 2025Q1: not reported; 2025Q2: 62,646 shares; 2025Q3: 60,447 shares; 2025Q4: 60,291 shares; 2026Q1: 51,413 shares 51,413 $9.38M 0.07% -8,878 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: 18,961 shares; 2024Q4: 19,305 shares; 2025Q1: 20,288 shares; 2025Q2: 19,657 shares; 2025Q3: 22,245 shares; 2025Q4: 20,090 shares; 2026Q1: 15,425 shares 15,425 $9.32M 0.07% -4,665 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,393 shares; 2024Q4: 26,530 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,328 shares; 2025Q4: 30,000 shares; 2026Q1: 32,439 shares 32,439 $9.32M 0.07% +2,439 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. 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: 69,772 shares; 2026Q1: 88,794 shares 88,794 $9.21M 0.07% +19,022 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: 13,157 shares; 2024Q4: 26,517 shares; 2025Q1: 53,650 shares; 2025Q2: 68,380 shares; 2025Q3: 68,348 shares; 2025Q4: not reported; 2026Q1: 70,195 shares 70,195 $9.19M 0.07% new 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: 20,783 shares; 2024Q4: 24,426 shares; 2025Q1: 42,455 shares; 2025Q2: 45,101 shares; 2025Q3: 44,942 shares; 2025Q4: 46,705 shares; 2026Q1: 43,370 shares 43,370 $9.16M 0.07% -3,335 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: 29,268 shares; 2024Q4: 36,373 shares; 2025Q1: 33,074 shares; 2025Q2: 55,485 shares; 2025Q3: 58,513 shares; 2025Q4: 70,824 shares; 2026Q1: 62,839 shares 62,839 $9.16M 0.07% -7,985 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: 19,687 shares; 2024Q4: 20,732 shares; 2025Q1: not reported; 2025Q2: 22,681 shares; 2025Q3: 26,161 shares; 2025Q4: 29,079 shares; 2026Q1: 29,338 shares 29,338 $9.12M 0.07% +259 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 129,495 shares; 2025Q1: 110,641 shares; 2025Q2: 108,164 shares; 2025Q3: 102,088 shares; 2025Q4: 122,728 shares; 2026Q1: 115,307 shares 115,307 $9.11M 0.07% -7,421 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: 13,010 shares; 2024Q4: 30,101 shares; 2025Q1: not reported; 2025Q2: 46,082 shares; 2025Q3: 89,411 shares; 2025Q4: 111,943 shares; 2026Q1: 124,859 shares 124,859 $9M 0.07% +12,916 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: 11,816 shares; 2025Q1: not reported; 2025Q2: 11,769 shares; 2025Q3: 11,289 shares; 2025Q4: 11,093 shares; 2026Q1: 9,323 shares 9,323 $8.97M 0.07% -1,770 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: 24,993 shares; 2024Q4: 39,094 shares; 2025Q1: 49,556 shares; 2025Q2: 43,227 shares; 2025Q3: 47,057 shares; 2025Q4: not reported; 2026Q1: 103,216 shares 103,216 $8.94M 0.07% new Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,769 shares; 2024Q4: 151,333 shares; 2025Q1: not reported; 2025Q2: 160,647 shares; 2025Q3: 151,307 shares; 2025Q4: 418,736 shares; 2026Q1: 365,552 shares 365,552 $8.77M 0.07% -53,184 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: 73,109 shares; 2024Q4: 84,080 shares; 2025Q1: 100,540 shares; 2025Q2: 109,722 shares; 2025Q3: 109,064 shares; 2025Q4: 109,571 shares; 2026Q1: 114,970 shares 114,970 $8.74M 0.07% +5,399 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: 49,621 shares; 2024Q4: 59,346 shares; 2025Q1: 69,729 shares; 2025Q2: 74,793 shares; 2025Q3: 78,036 shares; 2025Q4: 79,458 shares; 2026Q1: 68,202 shares 68,202 $8.62M 0.07% -11,256 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,658 shares; 2025Q4: 42,329 shares; 2026Q1: 52,450 shares 52,450 $8.58M 0.07% +10,121 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,797 shares; 2025Q1: 69,644 shares; 2025Q2: not reported; 2025Q3: 120,766 shares; 2025Q4: 132,807 shares; 2026Q1: 158,902 shares 158,902 $8.58M 0.07% +26,095 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: not reported; 2025Q4: 49,804 shares; 2026Q1: 63,234 shares 63,234 $8.57M 0.07% +13,430 Timeline XTEN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 189,429 shares; 2025Q4: 151,919 shares; 2026Q1: 186,040 shares 186,040 $8.53M 0.07% +34,121 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 668,707 shares; 2024Q4: 767,634 shares; 2025Q1: not reported; 2025Q2: 76,957 shares; 2025Q3: 89,174 shares; 2025Q4: not reported; 2026Q1: 97,312 shares 97,312 $8.44M 0.07% new 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: 4,274 shares; 2024Q4: 10,707 shares; 2025Q1: 24,207 shares; 2025Q2: not reported; 2025Q3: 30,971 shares; 2025Q4: 32,089 shares; 2026Q1: 36,602 shares 36,602 $8.44M 0.07% +4,513 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 155,928 shares; 2026Q1: 156,447 shares 156,447 $8.41M 0.07% +519 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: 14,072 shares; 2024Q4: 15,028 shares; 2025Q1: 15,028 shares; 2025Q2: 15,053 shares; 2025Q3: 15,349 shares; 2025Q4: 14,762 shares; 2026Q1: 15,185 shares 15,185 $8.34M 0.07% +423 Timeline JGLO 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: 103,724 shares; 2024Q4: 114,352 shares; 2025Q1: not reported; 2025Q2: 135,623 shares; 2025Q3: 132,506 shares; 2025Q4: not reported; 2026Q1: 127,347 shares 127,347 $8.31M 0.06% new 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: 17,495 shares; 2024Q4: 20,024 shares; 2025Q1: 23,895 shares; 2025Q2: 27,966 shares; 2025Q3: 28,461 shares; 2025Q4: 29,972 shares; 2026Q1: 33,471 shares 33,471 $8.11M 0.06% +3,499 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,774 shares; 2024Q4: 209,870 shares; 2025Q1: 138,539 shares; 2025Q2: not reported; 2025Q3: 2,897 shares; 2025Q4: not reported; 2026Q1: 107,325 shares 107,325 $8.1M 0.06% new 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: 27,153 shares; 2024Q4: 34,430 shares; 2025Q1: 36,488 shares; 2025Q2: 35,512 shares; 2025Q3: 33,426 shares; 2025Q4: 34,855 shares; 2026Q1: 33,188 shares 33,188 $8.05M 0.06% -1,667 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: 7,400 shares; 2024Q4: 12,273 shares; 2025Q1: 12,187 shares; 2025Q2: 13,959 shares; 2025Q3: 16,467 shares; 2025Q4: 16,832 shares; 2026Q1: 18,608 shares 18,608 $8.05M 0.06% +1,776 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: 148,295 shares; 2024Q4: 174,861 shares; 2025Q1: 182,304 shares; 2025Q2: 184,829 shares; 2025Q3: 168,845 shares; 2025Q4: 175,706 shares; 2026Q1: 153,727 shares 153,727 $8M 0.06% -21,979 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: 32,666 shares; 2024Q4: 38,350 shares; 2025Q1: 41,726 shares; 2025Q2: 46,077 shares; 2025Q3: 38,275 shares; 2025Q4: 29,389 shares; 2026Q1: 20,585 shares 20,585 $7.99M 0.06% -8,804 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: 9,133 shares; 2024Q4: not reported; 2025Q1: 23,450 shares; 2025Q2: 52,779 shares; 2025Q3: 63,462 shares; 2025Q4: 73,295 shares; 2026Q1: 73,685 shares 73,685 $7.98M 0.06% +390 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: 284,334 shares; 2024Q4: 273,365 shares; 2025Q1: 129,342 shares; 2025Q2: 348,063 shares; 2025Q3: 174,629 shares; 2025Q4: 112,406 shares; 2026Q1: 113,449 shares 113,449 $7.96M 0.06% +1,043 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: 30,622 shares; 2024Q4: 32,034 shares; 2025Q1: 32,862 shares; 2025Q2: not reported; 2025Q3: 27,600 shares; 2025Q4: 25,924 shares; 2026Q1: 29,418 shares 29,418 $7.96M 0.06% +3,494 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,641 shares; 2024Q4: 41,019 shares; 2025Q1: not reported; 2025Q2: 50,599 shares; 2025Q3: 50,974 shares; 2025Q4: not reported; 2026Q1: 49,419 shares 49,419 $7.89M 0.06% new Timeline SCHQ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,836 shares; 2024Q4: 46,904 shares; 2025Q1: not reported; 2025Q2: 198,526 shares; 2025Q3: 184,705 shares; 2025Q4: 388,612 shares; 2026Q1: 249,508 shares 249,508 $7.84M 0.06% -139,104 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,602 shares; 2024Q4: 22,081 shares; 2025Q1: 26,513 shares; 2025Q2: 36,120 shares; 2025Q3: 37,935 shares; 2025Q4: 39,547 shares; 2026Q1: 19,219 shares 19,219 $7.83M 0.06% -20,328 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: 59,791 shares; 2024Q4: 73,308 shares; 2025Q1: 78,829 shares; 2025Q2: 91,352 shares; 2025Q3: 89,912 shares; 2025Q4: 88,845 shares; 2026Q1: 75,634 shares 75,634 $7.76M 0.06% -13,211 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: 14,940 shares; 2024Q4: 15,724 shares; 2025Q1: 19,591 shares; 2025Q2: not reported; 2025Q3: 18,264 shares; 2025Q4: 18,416 shares; 2026Q1: 16,630 shares 16,630 $7.67M 0.06% -1,786 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,176 shares; 2024Q4: 211,821 shares; 2025Q1: 218,536 shares; 2025Q2: 214,076 shares; 2025Q3: 217,864 shares; 2025Q4: not reported; 2026Q1: 223,273 shares 223,273 $7.58M 0.06% new 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: 32,851 shares; 2024Q4: 43,127 shares; 2025Q1: 46,508 shares; 2025Q2: 55,319 shares; 2025Q3: 52,892 shares; 2025Q4: 48,579 shares; 2026Q1: 48,906 shares 48,906 $7.47M 0.06% +327 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,807 shares; 2024Q4: 100,996 shares; 2025Q1: 135,792 shares; 2025Q2: 140,313 shares; 2025Q3: 135,158 shares; 2025Q4: 148,804 shares; 2026Q1: 148,744 shares 148,744 $7.42M 0.06% -60 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,550 shares; 2024Q4: 43,965 shares; 2025Q1: 61,401 shares; 2025Q2: 73,534 shares; 2025Q3: 80,174 shares; 2025Q4: 104,222 shares; 2026Q1: 124,621 shares 124,621 $7.36M 0.06% +20,399 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: 95,226 shares; 2024Q4: 106,050 shares; 2025Q1: not reported; 2025Q2: 157,050 shares; 2025Q3: 196,932 shares; 2025Q4: 237,963 shares; 2026Q1: 261,974 shares 261,974 $7.36M 0.06% +24,011 Timeline DSTL 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: not reported; 2024Q4: not reported; 2025Q1: 104,034 shares; 2025Q2: 138,031 shares; 2025Q3: 160,866 shares; 2025Q4: 105,046 shares; 2026Q1: 126,581 shares 126,581 $7.33M 0.06% +21,535 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: 66,143 shares; 2024Q4: 70,226 shares; 2025Q1: 73,299 shares; 2025Q2: 45,093 shares; 2025Q3: 50,107 shares; 2025Q4: 61,677 shares; 2026Q1: 75,139 shares 75,139 $7.24M 0.06% +13,462 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: 16,404 shares; 2024Q4: 25,266 shares; 2025Q1: 27,995 shares; 2025Q2: 22,972 shares; 2025Q3: 21,862 shares; 2025Q4: 22,190 shares; 2026Q1: 23,563 shares 23,563 $7.13M 0.06% +1,373 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280,168 shares; 2024Q4: 931,020 shares; 2025Q1: not reported; 2025Q2: 861,845 shares; 2025Q3: 765,930 shares; 2025Q4: not reported; 2026Q1: 230,384 shares 230,384 $7.07M 0.06% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,568 shares; 2024Q4: 15,840 shares; 2025Q1: 18,721 shares; 2025Q2: 18,308 shares; 2025Q3: 20,726 shares; 2025Q4: 21,642 shares; 2026Q1: 21,196 shares 21,196 $6.97M 0.05% -446 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: 44,833 shares; 2024Q4: 51,740 shares; 2025Q1: not reported; 2025Q2: 67,128 shares; 2025Q3: 76,142 shares; 2025Q4: 163,154 shares; 2026Q1: 151,614 shares 151,614 $6.96M 0.05% -11,540 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: 13,726 shares; 2024Q4: 14,348 shares; 2025Q1: 16,000 shares; 2025Q2: 20,890 shares; 2025Q3: 19,176 shares; 2025Q4: 17,445 shares; 2026Q1: 17,440 shares 17,440 $6.94M 0.05% -5 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: 43,869 shares; 2024Q4: 47,774 shares; 2025Q1: 48,156 shares; 2025Q2: 46,794 shares; 2025Q3: 39,356 shares; 2025Q4: 40,646 shares; 2026Q1: 38,053 shares 38,053 $6.93M 0.05% -2,593 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,517,017 shares; 2024Q4: 2,714,696 shares; 2025Q1: 2,147,305 shares; 2025Q2: 237,992 shares; 2025Q3: 82,275 shares; 2025Q4: 80,716 shares; 2026Q1: 87,042 shares 87,042 $6.85M 0.05% +6,326 Timeline AVDS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,372 shares; 2025Q2: 67,409 shares; 2025Q3: 76,437 shares; 2025Q4: 84,804 shares; 2026Q1: 94,352 shares 94,352 $6.78M 0.05% +9,548 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: 25,115 shares; 2024Q4: 38,015 shares; 2025Q1: 27,308 shares; 2025Q2: 47,051 shares; 2025Q3: 44,834 shares; 2025Q4: 46,801 shares; 2026Q1: 47,592 shares 47,592 $6.78M 0.05% +791 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,812 shares; 2025Q1: 5,289 shares; 2025Q2: 5,958 shares; 2025Q3: 20,831 shares; 2025Q4: 49,474 shares; 2026Q1: 89,691 shares 89,691 $6.77M 0.05% +40,217 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,851 shares; 2024Q4: 47,543 shares; 2025Q1: 54,315 shares; 2025Q2: 60,056 shares; 2025Q3: 70,683 shares; 2025Q4: 74,819 shares; 2026Q1: 42,093 shares 42,093 $6.75M 0.05% -32,726 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: 38,519 shares; 2024Q4: 47,014 shares; 2025Q1: 48,147 shares; 2025Q2: 47,949 shares; 2025Q3: 58,821 shares; 2025Q4: 58,555 shares; 2026Q1: 57,929 shares 57,929 $6.71M 0.05% -626 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: 7,065 shares; 2024Q4: 11,250 shares; 2025Q1: not reported; 2025Q2: 12,677 shares; 2025Q3: 19,868 shares; 2025Q4: 24,958 shares; 2026Q1: 26,554 shares 26,554 $6.65M 0.05% +1,596 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,171 shares; 2024Q4: 17,891 shares; 2025Q1: 21,041 shares; 2025Q2: not reported; 2025Q3: 18,644 shares; 2025Q4: 16,777 shares; 2026Q1: 15,954 shares 15,954 $6.65M 0.05% -823 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,503 shares; 2024Q4: 35,166 shares; 2025Q1: 11,288 shares; 2025Q2: 10,187 shares; 2025Q3: 11,343 shares; 2025Q4: 80,694 shares; 2026Q1: 90,751 shares 90,751 $6.64M 0.05% +10,057 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: 8,129 shares; 2024Q4: 14,384 shares; 2025Q1: 7,656 shares; 2025Q2: 79,490 shares; 2025Q3: 84,667 shares; 2025Q4: 96,712 shares; 2026Q1: 68,092 shares 68,092 $6.62M 0.05% -28,620 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: 18,695 shares; 2024Q4: 23,063 shares; 2025Q1: 43,092 shares; 2025Q2: 90,651 shares; 2025Q3: 102,875 shares; 2025Q4: 117,309 shares; 2026Q1: 134,558 shares 134,558 $6.58M 0.05% +17,249 Timeline PSK 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: 368,094 shares; 2024Q4: 417,139 shares; 2025Q1: 465,468 shares; 2025Q2: 464,183 shares; 2025Q3: 528,890 shares; 2025Q4: 481,133 shares; 2026Q1: 213,178 shares 213,178 $6.57M 0.05% -267,955 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,540 shares; 2024Q4: 39,246 shares; 2025Q1: 46,615 shares; 2025Q2: 41,729 shares; 2025Q3: 44,409 shares; 2025Q4: 47,501 shares; 2026Q1: 54,372 shares 54,372 $6.45M 0.05% +6,871 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: 63,043 shares; 2024Q4: 72,499 shares; 2025Q1: 78,784 shares; 2025Q2: not reported; 2025Q3: 90,683 shares; 2025Q4: 93,635 shares; 2026Q1: 94,686 shares 94,686 $6.25M 0.05% +1,051 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307,260 shares; 2024Q4: 379,002 shares; 2025Q1: 436,818 shares; 2025Q2: 461,058 shares; 2025Q3: 475,170 shares; 2025Q4: 406,849 shares; 2026Q1: 336,564 shares 336,564 $6.19M 0.05% -70,285 Timeline ITM 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: 76,524 shares; 2024Q4: 128,152 shares; 2025Q1: 110,067 shares; 2025Q2: 101,524 shares; 2025Q3: 129,951 shares; 2025Q4: 134,479 shares; 2026Q1: 133,353 shares 133,353 $6.19M 0.05% -1,126 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,988 shares; 2024Q4: 12,707 shares; 2025Q1: 14,247 shares; 2025Q2: 15,088 shares; 2025Q3: 14,782 shares; 2025Q4: 13,793 shares; 2026Q1: 13,080 shares 13,080 $6.19M 0.05% -713 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: 5,646 shares; 2024Q4: 6,293 shares; 2025Q1: 6,847 shares; 2025Q2: 7,070 shares; 2025Q3: 35,519 shares; 2025Q4: 33,305 shares; 2026Q1: 29,520 shares 29,520 $6.14M 0.05% -3,785 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,030 shares; 2024Q4: 35,288 shares; 2025Q1: not reported; 2025Q2: 121,100 shares; 2025Q3: 161,249 shares; 2025Q4: 183,164 shares; 2026Q1: 169,301 shares 169,301 $6.05M 0.05% -13,863 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,356 shares; 2024Q4: 279,854 shares; 2025Q1: not reported; 2025Q2: 275,440 shares; 2025Q3: 263,741 shares; 2025Q4: 280,584 shares; 2026Q1: 259,538 shares 259,538 $6.03M 0.05% -21,046 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 338,607 shares; 2024Q4: 60,039 shares; 2025Q1: 79,224 shares; 2025Q2: 148,338 shares; 2025Q3: 161,830 shares; 2025Q4: 171,328 shares; 2026Q1: 133,267 shares 133,267 $6M 0.05% -38,061 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 143,453 shares; 2025Q3: 233,255 shares; 2025Q4: 310,273 shares; 2026Q1: 343,674 shares 343,674 $5.99M 0.05% +33,401 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: 9,343 shares; 2024Q4: 9,863 shares; 2025Q1: 10,177 shares; 2025Q2: 10,149 shares; 2025Q3: 10,827 shares; 2025Q4: 50,004 shares; 2026Q1: 57,083 shares 57,083 $5.97M 0.05% +7,079 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: 4,627 shares; 2024Q4: 5,333 shares; 2025Q1: not reported; 2025Q2: 6,826 shares; 2025Q3: 6,729 shares; 2025Q4: 7,225 shares; 2026Q1: 8,075 shares 8,075 $5.96M 0.05% +850 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: 8,471 shares; 2024Q4: 10,613 shares; 2025Q1: 11,597 shares; 2025Q2: 12,527 shares; 2025Q3: 14,066 shares; 2025Q4: 15,459 shares; 2026Q1: 18,059 shares 18,059 $5.93M 0.05% +2,600 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: 8,534 shares; 2024Q4: 11,690 shares; 2025Q1: 12,679 shares; 2025Q2: 15,186 shares; 2025Q3: 15,815 shares; 2025Q4: 16,179 shares; 2026Q1: 18,872 shares 18,872 $5.93M 0.05% +2,693 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,570 shares; 2024Q4: 125,360 shares; 2025Q1: not reported; 2025Q2: 89,095 shares; 2025Q3: 149,955 shares; 2025Q4: 87,462 shares; 2026Q1: 257,385 shares 257,385 $5.92M 0.05% +169,923 Timeline KNG 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: 80,219 shares; 2024Q4: 92,561 shares; 2025Q1: not reported; 2025Q2: 116,008 shares; 2025Q3: 119,892 shares; 2025Q4: not reported; 2026Q1: 120,998 shares 120,998 $5.89M 0.05% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,775 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,129 shares 53,129 $5.82M 0.05% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,603 shares; 2024Q4: 7,172 shares; 2025Q1: 7,802 shares; 2025Q2: 40,837 shares; 2025Q3: 55,211 shares; 2025Q4: 55,809 shares; 2026Q1: 61,999 shares 61,999 $5.8M 0.05% +6,190 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,519 shares; 2024Q4: 10,372 shares; 2025Q1: 11,685 shares; 2025Q2: 9,863 shares; 2025Q3: 10,086 shares; 2025Q4: 15,259 shares; 2026Q1: 16,723 shares 16,723 $5.74M 0.04% +1,464 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,521 shares; 2024Q4: 42,917 shares; 2025Q1: 16,711 shares; 2025Q2: 33,085 shares; 2025Q3: 53,992 shares; 2025Q4: 75,665 shares; 2026Q1: 110,155 shares 110,155 $5.71M 0.04% +34,490 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: 18,166 shares; 2024Q4: 16,873 shares; 2025Q1: 15,331 shares; 2025Q2: 11,926 shares; 2025Q3: 11,507 shares; 2025Q4: 11,381 shares; 2026Q1: 11,519 shares 11,519 $5.66M 0.04% +138 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: 48,905 shares; 2024Q4: 62,609 shares; 2025Q1: 62,963 shares; 2025Q2: 64,013 shares; 2025Q3: 64,924 shares; 2025Q4: 61,476 shares; 2026Q1: 60,608 shares 60,608 $5.58M 0.04% -868 Timeline AVRE 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: 56,815 shares; 2024Q4: 68,524 shares; 2025Q1: 77,731 shares; 2025Q2: 88,126 shares; 2025Q3: 101,074 shares; 2025Q4: 113,430 shares; 2026Q1: 125,962 shares 125,962 $5.54M 0.04% +12,532 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,841 shares; 2024Q4: 15,186 shares; 2025Q1: not reported; 2025Q2: 34,066 shares; 2025Q3: 60,384 shares; 2025Q4: 89,248 shares; 2026Q1: 104,631 shares 104,631 $5.52M 0.04% +15,383 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,486 shares; 2024Q4: 30,780 shares; 2025Q1: 31,195 shares; 2025Q2: 31,314 shares; 2025Q3: 30,174 shares; 2025Q4: 29,674 shares; 2026Q1: 32,227 shares 32,227 $5.45M 0.04% +2,553 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: 9,306 shares; 2024Q4: 18,144 shares; 2025Q1: 26,698 shares; 2025Q2: 59,092 shares; 2025Q3: 70,814 shares; 2025Q4: not reported; 2026Q1: 99,529 shares 99,529 $5.39M 0.04% new 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: 13,987 shares; 2024Q4: 14,454 shares; 2025Q1: 15,339 shares; 2025Q2: 15,362 shares; 2025Q3: 15,043 shares; 2025Q4: 13,807 shares; 2026Q1: 11,911 shares 11,911 $5.32M 0.04% -1,896 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,129 shares; 2024Q4: 252,236 shares; 2025Q1: not reported; 2025Q2: 264,106 shares; 2025Q3: 278,376 shares; 2025Q4: 271,876 shares; 2026Q1: 299,448 shares 299,448 $5.32M 0.04% +27,572 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,646 shares; 2025Q4: 95,201 shares; 2026Q1: 146,441 shares 146,441 $5.27M 0.04% +51,240 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 148,104 shares; 2025Q2: 149,248 shares; 2025Q3: not reported; 2025Q4: 64,732 shares; 2026Q1: 236,225 shares 236,225 $5.25M 0.04% +171,493 Timeline BBAG 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: 86,460 shares; 2024Q4: 90,659 shares; 2025Q1: not reported; 2025Q2: 222,629 shares; 2025Q3: 222,818 shares; 2025Q4: 114,275 shares; 2026Q1: 113,101 shares 113,101 $5.22M 0.04% -1,174 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: 88,534 shares; 2024Q4: 89,530 shares; 2025Q1: 90,183 shares; 2025Q2: not reported; 2025Q3: 90,717 shares; 2025Q4: not reported; 2026Q1: 98,934 shares 98,934 $5.19M 0.04% new Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417,114 shares; 2024Q4: 260,879 shares; 2025Q1: not reported; 2025Q2: 311,261 shares; 2025Q3: 373,812 shares; 2025Q4: 367,080 shares; 2026Q1: 295,801 shares 295,801 $5.19M 0.04% -71,279 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: 4,297 shares; 2025Q1: 30,780 shares; 2025Q2: 32,421 shares; 2025Q3: 31,334 shares; 2025Q4: 77,193 shares; 2026Q1: 103,675 shares 103,675 $5.18M 0.04% +26,482 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: 2,830 shares; 2024Q4: 3,146 shares; 2025Q1: 2,825 shares; 2025Q2: not reported; 2025Q3: 3,619 shares; 2025Q4: 3,529 shares; 2026Q1: 3,752 shares 3,752 $5.17M 0.04% +223 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: 29,458 shares; 2024Q4: 63,315 shares; 2025Q1: 66,515 shares; 2025Q2: not reported; 2025Q3: 111,230 shares; 2025Q4: not reported; 2026Q1: 149,318 shares 149,318 $5.16M 0.04% new 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: 30,192 shares; 2024Q4: 28,091 shares; 2025Q1: 29,372 shares; 2025Q2: 30,790 shares; 2025Q3: 31,531 shares; 2025Q4: 35,161 shares; 2026Q1: 39,890 shares 39,890 $5.14M 0.04% +4,729 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,810 shares; 2024Q4: 55,909 shares; 2025Q1: not reported; 2025Q2: 55,279 shares; 2025Q3: 54,746 shares; 2025Q4: 57,546 shares; 2026Q1: 58,293 shares 58,293 $5.12M 0.04% +747 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: 26,004 shares; 2024Q4: 30,708 shares; 2025Q1: 35,655 shares; 2025Q2: 33,902 shares; 2025Q3: 28,990 shares; 2025Q4: 31,625 shares; 2026Q1: 27,317 shares 27,317 $5.1M 0.04% -4,308 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,002 shares; 2024Q4: 29,174 shares; 2025Q1: not reported; 2025Q2: 36,670 shares; 2025Q3: 43,234 shares; 2025Q4: not reported; 2026Q1: 65,945 shares 65,945 $5.08M 0.04% new 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: 125,123 shares; 2024Q4: 154,297 shares; 2025Q1: not reported; 2025Q2: 345,625 shares; 2025Q3: 426,022 shares; 2025Q4: 441,801 shares; 2026Q1: 450,201 shares 450,201 $5.08M 0.04% +8,400 Timeline CEFZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 680,165 shares; 2025Q4: 662,834 shares; 2026Q1: 646,686 shares 646,686 $5.08M 0.04% -16,148 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: 12,586 shares; 2024Q4: 13,149 shares; 2025Q1: 12,818 shares; 2025Q2: 11,919 shares; 2025Q3: 12,069 shares; 2025Q4: 13,053 shares; 2026Q1: 15,799 shares 15,799 $5.03M 0.04% +2,746 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: 90,265 shares; 2025Q1: 116,647 shares; 2025Q2: 139,124 shares; 2025Q3: 132,164 shares; 2025Q4: 158,228 shares; 2026Q1: 238,105 shares 238,105 $4.99M 0.04% +79,877 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: 4,842 shares; 2024Q4: 6,693 shares; 2025Q1: 12,858 shares; 2025Q2: 13,124 shares; 2025Q3: 14,165 shares; 2025Q4: 20,000 shares; 2026Q1: 21,661 shares 21,661 $4.98M 0.04% +1,661 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: 75,484 shares; 2024Q4: 87,234 shares; 2025Q1: 98,526 shares; 2025Q2: 109,461 shares; 2025Q3: 99,577 shares; 2025Q4: 113,617 shares; 2026Q1: 128,511 shares 128,511 $4.94M 0.04% +14,894 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: 6,798 shares; 2024Q4: 9,978 shares; 2025Q1: 12,499 shares; 2025Q2: 14,949 shares; 2025Q3: 15,577 shares; 2025Q4: not reported; 2026Q1: 16,920 shares 16,920 $4.93M 0.04% new 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: 65,600 shares; 2024Q4: 78,553 shares; 2025Q1: 87,104 shares; 2025Q2: 91,228 shares; 2025Q3: 93,206 shares; 2025Q4: 105,745 shares; 2026Q1: 115,807 shares 115,807 $4.93M 0.04% +10,062 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,248 shares; 2024Q4: 31,006 shares; 2025Q1: 34,246 shares; 2025Q2: 24,587 shares; 2025Q3: 23,910 shares; 2025Q4: 24,352 shares; 2026Q1: 19,125 shares 19,125 $4.92M 0.04% -5,227 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: 9,323 shares; 2024Q4: 12,027 shares; 2025Q1: not reported; 2025Q2: 12,484 shares; 2025Q3: 12,689 shares; 2025Q4: 12,571 shares; 2026Q1: 16,836 shares 16,836 $4.89M 0.04% +4,265 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: 54,121 shares; 2024Q4: 333,245 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 186,276 shares; 2025Q4: 234,732 shares; 2026Q1: 235,366 shares 235,366 $4.87M 0.04% +634 Timeline APMU TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,251 shares; 2025Q1: 12,879 shares; 2025Q2: 24,492 shares; 2025Q3: 32,499 shares; 2025Q4: not reported; 2026Q1: 195,719 shares 195,719 $4.87M 0.04% new Timeline IBIK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,579 shares; 2024Q4: 65,103 shares; 2025Q1: not reported; 2025Q2: 53,910 shares; 2025Q3: 78,865 shares; 2025Q4: 84,964 shares; 2026Q1: 187,619 shares 187,619 $4.83M 0.04% +102,655 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,275 shares; 2025Q2: 56,475 shares; 2025Q3: 64,494 shares; 2025Q4: 72,656 shares; 2026Q1: 80,172 shares 80,172 $4.81M 0.04% +7,516 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,511 shares; 2024Q4: 51,086 shares; 2025Q1: not reported; 2025Q2: 73,668 shares; 2025Q3: 74,524 shares; 2025Q4: not reported; 2026Q1: 84,670 shares 84,670 $4.81M 0.04% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,329 shares; 2024Q4: 12,352 shares; 2025Q1: 16,396 shares; 2025Q2: not reported; 2025Q3: 19,023 shares; 2025Q4: 21,956 shares; 2026Q1: 23,283 shares 23,283 $4.8M 0.04% +1,327 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: 24,158 shares; 2024Q4: 29,271 shares; 2025Q1: not reported; 2025Q2: 35,076 shares; 2025Q3: 35,236 shares; 2025Q4: 36,554 shares; 2026Q1: 30,173 shares 30,173 $4.75M 0.04% -6,381 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: 9,284 shares; 2024Q4: 11,486 shares; 2025Q1: 13,319 shares; 2025Q2: 17,116 shares; 2025Q3: 18,022 shares; 2025Q4: 19,549 shares; 2026Q1: 23,805 shares 23,805 $4.74M 0.04% +4,256 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: 198,998 shares; 2024Q4: 241,672 shares; 2025Q1: 222,741 shares; 2025Q2: not reported; 2025Q3: 270,780 shares; 2025Q4: not reported; 2026Q1: 217,183 shares 217,183 $4.7M 0.04% new 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: 11,206 shares; 2024Q4: 13,456 shares; 2025Q1: 17,043 shares; 2025Q2: 17,071 shares; 2025Q3: 18,365 shares; 2025Q4: 22,788 shares; 2026Q1: 23,789 shares 23,789 $4.7M 0.04% +1,001 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: 42,854 shares; 2024Q4: 56,806 shares; 2025Q1: 66,779 shares; 2025Q2: 36,565 shares; 2025Q3: 53,831 shares; 2025Q4: 58,585 shares; 2026Q1: 77,093 shares 77,093 $4.68M 0.04% +18,508 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,138 shares; 2025Q1: not reported; 2025Q2: 70,058 shares; 2025Q3: 77,782 shares; 2025Q4: 118,460 shares; 2026Q1: 166,019 shares 166,019 $4.67M 0.04% +47,559 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: 32,387 shares; 2024Q4: 31,357 shares; 2025Q1: 39,373 shares; 2025Q2: 39,203 shares; 2025Q3: 40,627 shares; 2025Q4: 26,905 shares; 2026Q1: 32,299 shares 32,299 $4.67M 0.04% +5,394 Timeline LCTD 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: 100,107 shares; 2024Q4: 110,796 shares; 2025Q1: 110,188 shares; 2025Q2: 109,147 shares; 2025Q3: 111,212 shares; 2025Q4: 83,745 shares; 2026Q1: 84,023 shares 84,023 $4.64M 0.04% +278 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: 62,907 shares; 2024Q4: 77,851 shares; 2025Q1: 85,972 shares; 2025Q2: 99,881 shares; 2025Q3: 139,181 shares; 2025Q4: 153,714 shares; 2026Q1: 170,761 shares 170,761 $4.64M 0.04% +17,047 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: 4,111 shares; 2024Q4: 28,065 shares; 2025Q1: 18,702 shares; 2025Q2: 20,721 shares; 2025Q3: 18,751 shares; 2025Q4: 20,858 shares; 2026Q1: 31,673 shares 31,673 $4.59M 0.04% +10,815 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,716 shares; 2024Q4: 21,791 shares; 2025Q1: 22,023 shares; 2025Q2: 22,097 shares; 2025Q3: 20,293 shares; 2025Q4: 19,458 shares; 2026Q1: 10,168 shares 10,168 $4.52M 0.04% -9,290 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: 25,848 shares; 2024Q4: 31,729 shares; 2025Q1: 34,573 shares; 2025Q2: 37,195 shares; 2025Q3: 37,015 shares; 2025Q4: 23,164 shares; 2026Q1: 21,403 shares 21,403 $4.5M 0.04% -1,761 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: 46,753 shares; 2024Q4: 56,654 shares; 2025Q1: not reported; 2025Q2: 57,009 shares; 2025Q3: 56,281 shares; 2025Q4: 52,030 shares; 2026Q1: 50,126 shares 50,126 $4.49M 0.04% -1,904 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL 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: 1,712 shares; 2025Q3: 1,923 shares; 2025Q4: 13,859 shares; 2026Q1: 16,386 shares 16,386 $4.48M 0.04% +2,527 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: 27,687 shares; 2024Q4: 29,895 shares; 2025Q1: 32,867 shares; 2025Q2: 31,302 shares; 2025Q3: 34,298 shares; 2025Q4: 35,189 shares; 2026Q1: 33,952 shares 33,952 $4.45M 0.03% -1,237 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: not reported; 2025Q3: 140,283 shares; 2025Q4: not reported; 2026Q1: 173,490 shares 173,490 $4.39M 0.03% new 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: 14,962 shares; 2024Q4: 13,718 shares; 2025Q1: 16,220 shares; 2025Q2: 13,120 shares; 2025Q3: 15,196 shares; 2025Q4: 16,393 shares; 2026Q1: 17,735 shares 17,735 $4.38M 0.03% +1,342 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: not reported; 2024Q4: not reported; 2025Q1: 15,269 shares; 2025Q2: 38,576 shares; 2025Q3: 42,669 shares; 2025Q4: 44,706 shares; 2026Q1: 46,899 shares 46,899 $4.38M 0.03% +2,193 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: 11,197 shares; 2024Q4: 12,507 shares; 2025Q1: 13,817 shares; 2025Q2: 18,291 shares; 2025Q3: 15,516 shares; 2025Q4: 15,563 shares; 2026Q1: 22,521 shares 22,521 $4.37M 0.03% +6,958 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: 21,249 shares; 2024Q4: 45,604 shares; 2025Q1: not reported; 2025Q2: 47,640 shares; 2025Q3: 47,522 shares; 2025Q4: not reported; 2026Q1: 46,646 shares 46,646 $4.37M 0.03% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,739 shares; 2024Q4: 5,115 shares; 2025Q1: 9,610 shares; 2025Q2: 12,175 shares; 2025Q3: 16,991 shares; 2025Q4: 26,089 shares; 2026Q1: 30,119 shares 30,119 $4.36M 0.03% +4,030 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: 28,396 shares; 2024Q4: 44,236 shares; 2025Q1: 45,305 shares; 2025Q2: 40,291 shares; 2025Q3: 42,961 shares; 2025Q4: 70,580 shares; 2026Q1: 33,981 shares 33,981 $4.35M 0.03% -36,599 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: 18,861 shares; 2024Q4: 25,364 shares; 2025Q1: 28,072 shares; 2025Q2: 34,464 shares; 2025Q3: 34,696 shares; 2025Q4: 28,841 shares; 2026Q1: 21,943 shares 21,943 $4.35M 0.03% -6,898 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: 33,002 shares; 2024Q4: 33,622 shares; 2025Q1: 33,866 shares; 2025Q2: 56,520 shares; 2025Q3: 57,337 shares; 2025Q4: 65,331 shares; 2026Q1: 74,236 shares 74,236 $4.34M 0.03% +8,905 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: 23,379 shares; 2024Q4: 29,802 shares; 2025Q1: 35,012 shares; 2025Q2: 45,645 shares; 2025Q3: 47,594 shares; 2025Q4: not reported; 2026Q1: 51,243 shares 51,243 $4.33M 0.03% new Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,648 shares; 2024Q4: 72,802 shares; 2025Q1: 106,803 shares; 2025Q2: 111,472 shares; 2025Q3: 145,471 shares; 2025Q4: 100,890 shares; 2026Q1: 90,989 shares 90,989 $4.33M 0.03% -9,901 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,958 shares; 2024Q4: 14,354 shares; 2025Q1: 14,645 shares; 2025Q2: 32,704 shares; 2025Q3: 31,806 shares; 2025Q4: 34,020 shares; 2026Q1: 36,450 shares 36,450 $4.31M 0.03% +2,430 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: 4,561 shares; 2024Q4: 5,615 shares; 2025Q1: 6,392 shares; 2025Q2: 6,360 shares; 2025Q3: 6,605 shares; 2025Q4: 6,313 shares; 2026Q1: 6,295 shares 6,295 $4.29M 0.03% -18 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: 19,614 shares; 2024Q4: 15,935 shares; 2025Q1: 14,684 shares; 2025Q2: 13,814 shares; 2025Q3: 15,096 shares; 2025Q4: 15,419 shares; 2026Q1: 17,510 shares 17,510 $4.28M 0.03% +2,091 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: 38,586 shares; 2024Q4: 46,797 shares; 2025Q1: not reported; 2025Q2: 88,600 shares; 2025Q3: 113,878 shares; 2025Q4: 124,196 shares; 2026Q1: 115,235 shares 115,235 $4.25M 0.03% -8,961 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: 106,600 shares; 2025Q4: 121,745 shares; 2026Q1: 138,967 shares 138,967 $4.24M 0.03% +17,222 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: 23,785 shares; 2024Q4: 20,815 shares; 2025Q1: not reported; 2025Q2: 39,516 shares; 2025Q3: 51,734 shares; 2025Q4: 54,522 shares; 2026Q1: 45,080 shares 45,080 $4.24M 0.03% -9,442 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,627 shares; 2024Q4: 13,000 shares; 2025Q1: not reported; 2025Q2: 10,416 shares; 2025Q3: 13,846 shares; 2025Q4: 26,139 shares; 2026Q1: 27,353 shares 27,353 $4.12M 0.03% +1,214 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: 28,773 shares; 2024Q4: 35,278 shares; 2025Q1: 37,748 shares; 2025Q2: 37,192 shares; 2025Q3: 35,615 shares; 2025Q4: 34,745 shares; 2026Q1: 34,436 shares 34,436 $4.08M 0.03% -309 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,618 shares; 2024Q4: 47,849 shares; 2025Q1: 51,663 shares; 2025Q2: 52,821 shares; 2025Q3: 54,566 shares; 2025Q4: 55,133 shares; 2026Q1: 54,675 shares 54,675 $4.07M 0.03% -458 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 398,657 shares; 2025Q4: 421,652 shares; 2026Q1: 84,773 shares 84,773 $4.07M 0.03% -336,879 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: 54,064 shares; 2024Q4: 41,401 shares; 2025Q1: not reported; 2025Q2: 44,632 shares; 2025Q3: 45,187 shares; 2025Q4: 40,164 shares; 2026Q1: 41,852 shares 41,852 $4.04M 0.03% +1,688 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: 19,934 shares; 2024Q4: 63,729 shares; 2025Q1: 118,317 shares; 2025Q2: 151,509 shares; 2025Q3: 149,790 shares; 2025Q4: 160,670 shares; 2026Q1: 157,329 shares 157,329 $4.03M 0.03% -3,341 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,587 shares; 2024Q4: 35,160 shares; 2025Q1: 31,078 shares; 2025Q2: 29,329 shares; 2025Q3: 28,806 shares; 2025Q4: 28,578 shares; 2026Q1: 29,780 shares 29,780 $4.03M 0.03% +1,202 Timeline RSPT 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: 111,137 shares; 2024Q4: 116,307 shares; 2025Q1: 113,777 shares; 2025Q2: 118,458 shares; 2025Q3: 120,371 shares; 2025Q4: 129,748 shares; 2026Q1: 89,132 shares 89,132 $4.03M 0.03% -40,616 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,433 shares; 2024Q4: 19,906 shares; 2025Q1: 23,171 shares; 2025Q2: 26,262 shares; 2025Q3: 27,603 shares; 2025Q4: 27,731 shares; 2026Q1: 23,483 shares 23,483 $4.02M 0.03% -4,248 Timeline BKLC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,768 shares; 2025Q3: 18,143 shares; 2025Q4: 23,081 shares; 2026Q1: 32,116 shares 32,116 $4.01M 0.03% +9,035 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,148 shares; 2025Q1: 23,435 shares; 2025Q2: 25,249 shares; 2025Q3: 24,827 shares; 2025Q4: 25,348 shares; 2026Q1: 24,122 shares 24,122 $4M 0.03% -1,226 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: 9,858 shares; 2024Q4: 12,197 shares; 2025Q1: 12,470 shares; 2025Q2: not reported; 2025Q3: 11,197 shares; 2025Q4: 11,169 shares; 2026Q1: 10,190 shares 10,190 $3.98M 0.03% -979 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: 7,782 shares; 2024Q4: 8,009 shares; 2025Q1: 9,907 shares; 2025Q2: 11,458 shares; 2025Q3: 13,508 shares; 2025Q4: 17,207 shares; 2026Q1: 27,084 shares 27,084 $3.95M 0.03% +9,877 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: 7,285 shares; 2024Q4: 9,212 shares; 2025Q1: not reported; 2025Q2: 11,759 shares; 2025Q3: 22,407 shares; 2025Q4: 25,234 shares; 2026Q1: 29,025 shares 29,025 $3.95M 0.03% +3,791 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: 5,679 shares; 2024Q4: 6,012 shares; 2025Q1: 6,313 shares; 2025Q2: 7,518 shares; 2025Q3: 8,242 shares; 2025Q4: 10,823 shares; 2026Q1: 10,031 shares 10,031 $3.93M 0.03% -792 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: 3,661 shares; 2024Q4: 11,827 shares; 2025Q1: 26,047 shares; 2025Q2: 38,172 shares; 2025Q3: 56,169 shares; 2025Q4: 57,823 shares; 2026Q1: 57,530 shares 57,530 $3.93M 0.03% -293 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: 4,395 shares; 2024Q4: 4,285 shares; 2025Q1: 4,632 shares; 2025Q2: 4,542 shares; 2025Q3: 4,552 shares; 2025Q4: 4,353 shares; 2026Q1: 4,529 shares 4,529 $3.92M 0.03% +176 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: 30,319 shares; 2024Q4: 75,073 shares; 2025Q1: 208,924 shares; 2025Q2: not reported; 2025Q3: 192,565 shares; 2025Q4: 57,735 shares; 2026Q1: 68,532 shares 68,532 $3.88M 0.03% +10,797 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,091 shares; 2024Q4: 19,928 shares; 2025Q1: 21,090 shares; 2025Q2: 25,465 shares; 2025Q3: 26,432 shares; 2025Q4: 30,418 shares; 2026Q1: 28,715 shares 28,715 $3.88M 0.03% -1,703 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: 14,863 shares; 2024Q4: 17,187 shares; 2025Q1: 19,878 shares; 2025Q2: 37,806 shares; 2025Q3: 34,010 shares; 2025Q4: 36,243 shares; 2026Q1: 39,263 shares 39,263 $3.86M 0.03% +3,020 Timeline SRLN 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: 83,873 shares; 2024Q4: 69,089 shares; 2025Q1: 77,275 shares; 2025Q2: 80,161 shares; 2025Q3: 82,767 shares; 2025Q4: 89,324 shares; 2026Q1: 95,836 shares 95,836 $3.85M 0.03% +6,512 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,867 shares; 2024Q4: 200,014 shares; 2025Q1: 158,931 shares; 2025Q2: 164,206 shares; 2025Q3: 161,019 shares; 2025Q4: 163,440 shares; 2026Q1: 167,713 shares 167,713 $3.85M 0.03% +4,273 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: 23,253 shares; 2024Q4: 26,793 shares; 2025Q1: not reported; 2025Q2: 27,136 shares; 2025Q3: 25,423 shares; 2025Q4: 25,802 shares; 2026Q1: 20,030 shares 20,030 $3.8M 0.03% -5,772 Timeline EMGF 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: 27,251 shares; 2024Q4: 34,342 shares; 2025Q1: 38,892 shares; 2025Q2: not reported; 2025Q3: 52,113 shares; 2025Q4: 51,939 shares; 2026Q1: 62,410 shares 62,410 $3.77M 0.03% +10,471 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: 8,544 shares; 2024Q4: 10,276 shares; 2025Q1: 11,217 shares; 2025Q2: 9,241 shares; 2025Q3: 13,702 shares; 2025Q4: 9,452 shares; 2026Q1: 9,512 shares 9,512 $3.77M 0.03% +60 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: 12,320 shares; 2024Q4: 10,623 shares; 2025Q1: 12,718 shares; 2025Q2: 17,694 shares; 2025Q3: 18,605 shares; 2025Q4: 12,606 shares; 2026Q1: 14,054 shares 14,054 $3.75M 0.03% +1,448 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: 27,858 shares; 2024Q4: 35,810 shares; 2025Q1: 36,459 shares; 2025Q2: 33,348 shares; 2025Q3: 19,788 shares; 2025Q4: 23,259 shares; 2026Q1: 18,894 shares 18,894 $3.75M 0.03% -4,365 Timeline RSPD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,498 shares; 2025Q3: 78,653 shares; 2025Q4: not reported; 2026Q1: 69,787 shares 69,787 $3.74M 0.03% new 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: 20,037 shares; 2024Q4: 18,734 shares; 2025Q1: 18,618 shares; 2025Q2: 18,633 shares; 2025Q3: 15,596 shares; 2025Q4: 15,109 shares; 2026Q1: 15,366 shares 15,366 $3.73M 0.03% +257 Timeline EMHC SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,114 shares; 2024Q4: 97,688 shares; 2025Q1: 110,869 shares; 2025Q2: 112,398 shares; 2025Q3: 123,196 shares; 2025Q4: 136,051 shares; 2026Q1: 148,929 shares 148,929 $3.69M 0.03% +12,878 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,092 shares; 2024Q4: 3,690 shares; 2025Q1: 3,770 shares; 2025Q2: 4,110 shares; 2025Q3: 4,374 shares; 2025Q4: 4,087 shares; 2026Q1: 3,343 shares 3,343 $3.65M 0.03% -744 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,349 shares; 2024Q4: 12,420 shares; 2025Q1: not reported; 2025Q2: 17,603 shares; 2025Q3: 18,809 shares; 2025Q4: 19,841 shares; 2026Q1: 19,574 shares 19,574 $3.65M 0.03% -267 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: 25,030 shares; 2024Q4: 33,075 shares; 2025Q1: 36,516 shares; 2025Q2: 43,170 shares; 2025Q3: 49,287 shares; 2025Q4: 52,146 shares; 2026Q1: 50,269 shares 50,269 $3.64M 0.03% -1,877 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: 10,213 shares; 2024Q4: 12,409 shares; 2025Q1: 13,213 shares; 2025Q2: 13,088 shares; 2025Q3: 13,532 shares; 2025Q4: 13,433 shares; 2026Q1: 15,364 shares 15,364 $3.63M 0.03% +1,931 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,633 shares; 2024Q4: 20,360 shares; 2025Q1: 26,929 shares; 2025Q2: 22,480 shares; 2025Q3: 25,218 shares; 2025Q4: 30,211 shares; 2026Q1: 36,204 shares 36,204 $3.62M 0.03% +5,993 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,575 shares; 2024Q4: 34,738 shares; 2025Q1: not reported; 2025Q2: 34,396 shares; 2025Q3: 37,257 shares; 2025Q4: 35,377 shares; 2026Q1: 16,657 shares 16,657 $3.61M 0.03% -18,720 Timeline EBND 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: 306,998 shares; 2024Q4: 258,313 shares; 2025Q1: 256,825 shares; 2025Q2: 253,555 shares; 2025Q3: 209,070 shares; 2025Q4: 173,989 shares; 2026Q1: 174,558 shares 174,558 $3.6M 0.03% +569 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,364 shares; 2024Q4: 38,127 shares; 2025Q1: 35,641 shares; 2025Q2: not reported; 2025Q3: 28,116 shares; 2025Q4: 33,900 shares; 2026Q1: 70,693 shares 70,693 $3.59M 0.03% +36,793 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: 32,063 shares; 2026Q1: 38,511 shares 38,511 $3.59M 0.03% +6,448 Timeline DEHP 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: 8,114 shares; 2024Q4: 17,628 shares; 2025Q1: 39,048 shares; 2025Q2: 68,955 shares; 2025Q3: 89,784 shares; 2025Q4: 106,306 shares; 2026Q1: 105,649 shares 105,649 $3.57M 0.03% -657 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,322 shares; 2024Q4: 13,776 shares; 2025Q1: not reported; 2025Q2: 33,503 shares; 2025Q3: 37,425 shares; 2025Q4: 34,039 shares; 2026Q1: 39,196 shares 39,196 $3.57M 0.03% +5,157 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,287 shares; 2024Q4: 24,646 shares; 2025Q1: 25,890 shares; 2025Q2: 44,641 shares; 2025Q3: 48,646 shares; 2025Q4: 50,013 shares; 2026Q1: 49,640 shares 49,640 $3.56M 0.03% -373 Timeline RWO 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: 58,695 shares; 2024Q4: 62,422 shares; 2025Q1: not reported; 2025Q2: 64,828 shares; 2025Q3: 67,121 shares; 2025Q4: not reported; 2026Q1: 77,721 shares 77,721 $3.56M 0.03% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,126 shares; 2024Q4: 23,103 shares; 2025Q1: 26,911 shares; 2025Q2: not reported; 2025Q3: 23,709 shares; 2025Q4: 25,013 shares; 2026Q1: 31,367 shares 31,367 $3.55M 0.03% +6,354 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: 27,507 shares; 2024Q4: 32,689 shares; 2025Q1: 35,749 shares; 2025Q2: 35,517 shares; 2025Q3: 39,911 shares; 2025Q4: not reported; 2026Q1: 42,954 shares 42,954 $3.54M 0.03% new 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: 40,424 shares; 2024Q4: 44,571 shares; 2025Q1: not reported; 2025Q2: 43,356 shares; 2025Q3: 33,324 shares; 2025Q4: 31,642 shares; 2026Q1: 32,290 shares 32,290 $3.54M 0.03% +648 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,061 shares; 2024Q4: 22,427 shares; 2025Q1: 20,878 shares; 2025Q2: 14,900 shares; 2025Q3: 15,063 shares; 2025Q4: 16,822 shares; 2026Q1: 12,700 shares 12,700 $3.53M 0.03% -4,122 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: 9,302 shares; 2024Q4: 6,700 shares; 2025Q1: 9,949 shares; 2025Q2: 8,708 shares; 2025Q3: 10,211 shares; 2025Q4: 11,332 shares; 2026Q1: 11,946 shares 11,946 $3.5M 0.03% +614 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,653 shares; 2024Q4: 45,424 shares; 2025Q1: 43,613 shares; 2025Q2: 38,742 shares; 2025Q3: 36,827 shares; 2025Q4: 32,549 shares; 2026Q1: 31,093 shares 31,093 $3.49M 0.03% -1,456 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: 25,289 shares; 2024Q4: 28,056 shares; 2025Q1: not reported; 2025Q2: 23,326 shares; 2025Q3: 24,449 shares; 2025Q4: 24,040 shares; 2026Q1: 25,316 shares 25,316 $3.47M 0.03% +1,276 Timeline BSVO 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: 64,278 shares; 2024Q4: 113,633 shares; 2025Q1: not reported; 2025Q2: 137,043 shares; 2025Q3: 137,253 shares; 2025Q4: 136,747 shares; 2026Q1: 136,903 shares 136,903 $3.47M 0.03% +156 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,746 shares; 2024Q4: 212,995 shares; 2025Q1: not reported; 2025Q2: 50,171 shares; 2025Q3: 115,479 shares; 2025Q4: 127,064 shares; 2026Q1: 35,356 shares 35,356 $3.46M 0.03% -91,708 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,582 shares; 2024Q4: 25,990 shares; 2025Q1: 27,256 shares; 2025Q2: 30,761 shares; 2025Q3: 30,418 shares; 2025Q4: 35,994 shares; 2026Q1: 35,922 shares 35,922 $3.45M 0.03% -72 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,681 shares; 2024Q4: 8,113 shares; 2025Q1: 8,073 shares; 2025Q2: 7,891 shares; 2025Q3: 6,824 shares; 2025Q4: 7,415 shares; 2026Q1: 6,605 shares 6,605 $3.44M 0.03% -810 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: 9,614 shares; 2024Q4: 19,961 shares; 2025Q1: 13,780 shares; 2025Q2: 11,676 shares; 2025Q3: 11,773 shares; 2025Q4: 11,815 shares; 2026Q1: 15,221 shares 15,221 $3.44M 0.03% +3,406 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: 82,477 shares; 2024Q4: 89,933 shares; 2025Q1: 86,936 shares; 2025Q2: 93,578 shares; 2025Q3: 84,170 shares; 2025Q4: 81,106 shares; 2026Q1: 83,006 shares 83,006 $3.41M 0.03% +1,900 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,168 shares; 2024Q4: 13,004 shares; 2025Q1: 14,060 shares; 2025Q2: 15,836 shares; 2025Q3: 17,083 shares; 2025Q4: 16,764 shares; 2026Q1: 16,861 shares 16,861 $3.4M 0.03% +97 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: not reported; 2024Q4: 1,501 shares; 2025Q1: not reported; 2025Q2: 5,838 shares; 2025Q3: 5,691 shares; 2025Q4: 8,121 shares; 2026Q1: 8,346 shares 8,346 $3.4M 0.03% +225 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,986 shares; 2024Q4: 43,511 shares; 2025Q1: not reported; 2025Q2: 77,879 shares; 2025Q3: 79,425 shares; 2025Q4: 79,058 shares; 2026Q1: 81,355 shares 81,355 $3.32M 0.03% +2,297 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,082 shares; 2024Q4: 16,055 shares; 2025Q1: not reported; 2025Q2: 17,391 shares; 2025Q3: 18,121 shares; 2025Q4: 18,776 shares; 2026Q1: 21,323 shares 21,323 $3.31M 0.03% +2,547 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: 10,813 shares; 2024Q4: 8,590 shares; 2025Q1: 11,653 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,530 shares; 2026Q1: 105,029 shares 105,029 $3.31M 0.03% +44,499 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,233 shares; 2024Q4: 10,184 shares; 2025Q1: 10,163 shares; 2025Q2: 11,511 shares; 2025Q3: 13,408 shares; 2025Q4: 15,793 shares; 2026Q1: 15,927 shares 15,927 $3.3M 0.03% +134 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,750 shares; 2025Q3: 77,224 shares; 2025Q4: 83,630 shares; 2026Q1: 78,733 shares 78,733 $3.29M 0.03% -4,897 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,385 shares; 2025Q4: not reported; 2026Q1: 30,329 shares 30,329 $3.28M 0.03% new Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,107 shares; 2024Q4: 78,766 shares; 2025Q1: 87,836 shares; 2025Q2: 89,591 shares; 2025Q3: 101,854 shares; 2025Q4: 338,030 shares; 2026Q1: 144,958 shares 144,958 $3.25M 0.03% -193,072 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,720 shares; 2024Q4: 1,898 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,758 shares; 2025Q4: not reported; 2026Q1: 3,315 shares 3,315 $3.25M 0.03% new 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: 10,922 shares; 2024Q4: 13,232 shares; 2025Q1: 18,357 shares; 2025Q2: 18,211 shares; 2025Q3: 15,682 shares; 2025Q4: 12,698 shares; 2026Q1: 7,620 shares 7,620 $3.24M 0.03% -5,078 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,395 shares; 2024Q4: 78,297 shares; 2025Q1: 80,120 shares; 2025Q2: 44,921 shares; 2025Q3: 53,281 shares; 2025Q4: 63,865 shares; 2026Q1: 31,843 shares 31,843 $3.24M 0.03% -32,022 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,653 shares; 2025Q1: 60,090 shares; 2025Q2: 66,598 shares; 2025Q3: 68,810 shares; 2025Q4: 38,520 shares; 2026Q1: 49,080 shares 49,080 $3.23M 0.03% +10,560 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: 35,232 shares; 2024Q4: 27,220 shares; 2025Q1: 28,795 shares; 2025Q2: 28,275 shares; 2025Q3: 53,911 shares; 2025Q4: 30,355 shares; 2026Q1: 62,292 shares 62,292 $3.2M 0.03% +31,937 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: 5,526 shares; 2024Q4: 5,560 shares; 2025Q1: 6,919 shares; 2025Q2: not reported; 2025Q3: 8,944 shares; 2025Q4: 8,635 shares; 2026Q1: 9,236 shares 9,236 $3.19M 0.02% +601 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: 5,519 shares; 2024Q4: 6,630 shares; 2025Q1: not reported; 2025Q2: 16,043 shares; 2025Q3: 16,413 shares; 2025Q4: 13,306 shares; 2026Q1: 11,513 shares 11,513 $3.17M 0.02% -1,793 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: 82,576 shares; 2024Q4: 120,661 shares; 2025Q1: not reported; 2025Q2: 133,968 shares; 2025Q3: 141,725 shares; 2025Q4: 183,439 shares; 2026Q1: 185,476 shares 185,476 $3.15M 0.02% +2,037 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: 616 shares; 2024Q4: 747 shares; 2025Q1: not reported; 2025Q2: 25,692 shares; 2025Q3: 30,515 shares; 2025Q4: 32,786 shares; 2026Q1: 34,052 shares 34,052 $3.14M 0.02% +1,266 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: 7,555 shares; 2024Q4: 7,915 shares; 2025Q1: 8,301 shares; 2025Q2: 7,185 shares; 2025Q3: 9,292 shares; 2025Q4: 10,237 shares; 2026Q1: 11,244 shares 11,244 $3.14M 0.02% +1,007 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,165 shares; 2024Q4: 22,047 shares; 2025Q1: 24,478 shares; 2025Q2: 25,691 shares; 2025Q3: 29,893 shares; 2025Q4: 30,172 shares; 2026Q1: 31,278 shares 31,278 $3.13M 0.02% +1,106 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,967 shares; 2024Q4: 8,349 shares; 2025Q1: 9,893 shares; 2025Q2: 10,637 shares; 2025Q3: 11,219 shares; 2025Q4: 13,166 shares; 2026Q1: 14,336 shares 14,336 $3.11M 0.02% +1,170 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: 26,752 shares; 2024Q4: 29,536 shares; 2025Q1: 29,737 shares; 2025Q2: 25,438 shares; 2025Q3: 26,982 shares; 2025Q4: 25,129 shares; 2026Q1: 26,388 shares 26,388 $3.09M 0.02% +1,259 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS 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: 215,353 shares 215,353 $3.07M 0.02% new 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: 54,981 shares; 2024Q4: 159,536 shares; 2025Q1: not reported; 2025Q2: 91,873 shares; 2025Q3: 92,836 shares; 2025Q4: 106,224 shares; 2026Q1: 144,016 shares 144,016 $3.05M 0.02% +37,792 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: 61,375 shares; 2024Q4: 56,610 shares; 2025Q1: 64,750 shares; 2025Q2: 58,330 shares; 2025Q3: 60,989 shares; 2025Q4: 61,451 shares; 2026Q1: 64,750 shares 64,750 $3.04M 0.02% +3,299 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,949 shares; 2024Q4: 68,346 shares; 2025Q1: 58,612 shares; 2025Q2: 68,794 shares; 2025Q3: 73,715 shares; 2025Q4: 79,523 shares; 2026Q1: 91,633 shares 91,633 $3.04M 0.02% +12,110 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,440 shares; 2024Q4: 44,119 shares; 2025Q1: 70,944 shares; 2025Q2: 84,370 shares; 2025Q3: 99,084 shares; 2025Q4: 75,351 shares; 2026Q1: 79,155 shares 79,155 $3.04M 0.02% +3,804 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,176 shares; 2024Q4: 22,975 shares; 2025Q1: 14,230 shares; 2025Q2: not reported; 2025Q3: 13,282 shares; 2025Q4: 12,645 shares; 2026Q1: 12,017 shares 12,017 $3M 0.02% -628 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,328 shares; 2024Q4: 45,862 shares; 2025Q1: 63,379 shares; 2025Q2: 62,704 shares; 2025Q3: 55,902 shares; 2025Q4: 50,692 shares; 2026Q1: 43,561 shares 43,561 $2.96M 0.02% -7,131 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,912 shares; 2025Q2: 30,526 shares; 2025Q3: 34,542 shares; 2025Q4: 40,271 shares; 2026Q1: 40,025 shares 40,025 $2.96M 0.02% -246 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: 47,065 shares; 2026Q1: 51,518 shares 51,518 $2.94M 0.02% +4,453 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,336 shares; 2025Q4: 33,173 shares; 2026Q1: 34,255 shares 34,255 $2.93M 0.02% +1,082 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW 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: 181,127 shares 181,127 $2.91M 0.02% new Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,659 shares; 2024Q4: 56,105 shares; 2025Q1: 59,058 shares; 2025Q2: 65,562 shares; 2025Q3: 55,237 shares; 2025Q4: 54,176 shares; 2026Q1: 64,528 shares 64,528 $2.89M 0.02% +10,352 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,453 shares; 2024Q4: 3,212 shares; 2025Q1: 2,808 shares; 2025Q2: 3,621 shares; 2025Q3: 5,063 shares; 2025Q4: 3,886 shares; 2026Q1: 4,142 shares 4,142 $2.89M 0.02% +256 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: 14,447 shares; 2024Q4: 14,444 shares; 2025Q1: 14,245 shares; 2025Q2: 13,877 shares; 2025Q3: 12,854 shares; 2025Q4: 12,612 shares; 2026Q1: 12,155 shares 12,155 $2.87M 0.02% -457 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,040 shares; 2024Q4: 6,800 shares; 2025Q1: 9,521 shares; 2025Q2: 21,820 shares; 2025Q3: 27,893 shares; 2025Q4: not reported; 2026Q1: 24,231 shares 24,231 $2.87M 0.02% new Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,653 shares; 2025Q1: 33,615 shares; 2025Q2: 73,328 shares; 2025Q3: 93,759 shares; 2025Q4: 111,841 shares; 2026Q1: 135,414 shares 135,414 $2.86M 0.02% +23,573 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: 108,340 shares; 2024Q4: 101,965 shares; 2025Q1: 81,858 shares; 2025Q2: 83,474 shares; 2025Q3: 76,119 shares; 2025Q4: 70,559 shares; 2026Q1: 99,673 shares 99,673 $2.86M 0.02% +29,114 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: 13,311 shares; 2024Q4: 16,762 shares; 2025Q1: not reported; 2025Q2: 14,902 shares; 2025Q3: 17,374 shares; 2025Q4: 17,002 shares; 2026Q1: 17,589 shares 17,589 $2.85M 0.02% +587 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: 17,984 shares; 2024Q4: 18,470 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,392 shares; 2025Q4: 29,279 shares; 2026Q1: 39,209 shares 39,209 $2.84M 0.02% +9,930 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: 101,746 shares; 2024Q4: 115,116 shares; 2025Q1: 116,312 shares; 2025Q2: 84,827 shares; 2025Q3: 78,215 shares; 2025Q4: 72,274 shares; 2026Q1: 66,457 shares 66,457 $2.83M 0.02% -5,817 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,802 shares; 2024Q4: 141,701 shares; 2025Q1: 131,749 shares; 2025Q2: 123,392 shares; 2025Q3: 128,624 shares; 2025Q4: 127,554 shares; 2026Q1: 126,755 shares 126,755 $2.81M 0.02% -799 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: 26,485 shares; 2024Q4: 8,257 shares; 2025Q1: 10,456 shares; 2025Q2: not reported; 2025Q3: 8,262 shares; 2025Q4: 8,390 shares; 2026Q1: 20,691 shares 20,691 $2.81M 0.02% +12,301 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,924 shares; 2024Q4: 4,263 shares; 2025Q1: 5,135 shares; 2025Q2: 5,936 shares; 2025Q3: 7,412 shares; 2025Q4: 9,588 shares; 2026Q1: 8,676 shares 8,676 $2.79M 0.02% -912 Timeline ATI ATI INC More: the full row for ATI 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: 19,049 shares 19,049 $2.77M 0.02% new Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 114,485 shares; 2025Q1: 147,413 shares; 2025Q2: 153,984 shares; 2025Q3: 157,502 shares; 2025Q4: 165,119 shares; 2026Q1: 115,315 shares 115,315 $2.76M 0.02% -49,804 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,587 shares; 2024Q4: 53,590 shares; 2025Q1: 53,879 shares; 2025Q2: 54,475 shares; 2025Q3: 55,779 shares; 2025Q4: 55,182 shares; 2026Q1: 45,850 shares 45,850 $2.75M 0.02% -9,332 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: 9,354 shares; 2024Q4: 11,297 shares; 2025Q1: 10,576 shares; 2025Q2: 11,360 shares; 2025Q3: 11,733 shares; 2025Q4: 12,659 shares; 2026Q1: 13,211 shares 13,211 $2.75M 0.02% +552 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: not reported; 2025Q1: not reported; 2025Q2: 50,357 shares; 2025Q3: 54,995 shares; 2025Q4: 73,691 shares; 2026Q1: 81,375 shares 81,375 $2.75M 0.02% +7,684 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,484 shares; 2024Q4: 5,062 shares; 2025Q1: 9,597 shares; 2025Q2: 10,513 shares; 2025Q3: 10,195 shares; 2025Q4: 10,510 shares; 2026Q1: 5,616 shares 5,616 $2.72M 0.02% -4,894 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: 32,563 shares; 2024Q4: 45,361 shares; 2025Q1: 51,161 shares; 2025Q2: 47,564 shares; 2025Q3: 48,614 shares; 2025Q4: 53,450 shares; 2026Q1: 59,192 shares 59,192 $2.72M 0.02% +5,742 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: 10,662 shares; 2024Q4: 10,074 shares; 2025Q1: 10,652 shares; 2025Q2: 13,424 shares; 2025Q3: 13,120 shares; 2025Q4: 13,058 shares; 2026Q1: 13,135 shares 13,135 $2.71M 0.02% +77 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,783 shares; 2024Q4: 78,693 shares; 2025Q1: not reported; 2025Q2: 67,427 shares; 2025Q3: 67,503 shares; 2025Q4: 61,078 shares; 2026Q1: 59,411 shares 59,411 $2.7M 0.02% -1,667 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,250 shares; 2024Q4: 22,335 shares; 2025Q1: 23,284 shares; 2025Q2: 14,787 shares; 2025Q3: 14,074 shares; 2025Q4: 12,406 shares; 2026Q1: 15,605 shares 15,605 $2.69M 0.02% +3,199 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: 5,460 shares; 2024Q4: 7,459 shares; 2025Q1: not reported; 2025Q2: 17,079 shares; 2025Q3: 17,988 shares; 2025Q4: 18,782 shares; 2026Q1: 19,067 shares 19,067 $2.65M 0.02% +285 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,772 shares; 2024Q4: 42,220 shares; 2025Q1: 69,890 shares; 2025Q2: 88,263 shares; 2025Q3: 95,683 shares; 2025Q4: 97,206 shares; 2026Q1: 78,433 shares 78,433 $2.65M 0.02% -18,773 Timeline SNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,336 shares; 2025Q2: 19,700 shares; 2025Q3: 100,560 shares; 2025Q4: 104,518 shares; 2026Q1: 106,727 shares 106,727 $2.65M 0.02% +2,209 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: 574 shares; 2024Q4: 579 shares; 2025Q1: 582 shares; 2025Q2: 585 shares; 2025Q3: 574 shares; 2025Q4: 565 shares; 2026Q1: 621 shares 621 $2.62M 0.02% +56 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,783 shares; 2024Q4: 167,257 shares; 2025Q1: not reported; 2025Q2: 208,871 shares; 2025Q3: 62,024 shares; 2025Q4: 61,333 shares; 2026Q1: 61,355 shares 61,355 $2.61M 0.02% +22 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: 15,446 shares; 2024Q4: 16,677 shares; 2025Q1: 18,018 shares; 2025Q2: 24,265 shares; 2025Q3: 24,500 shares; 2025Q4: 16,310 shares; 2026Q1: 12,766 shares 12,766 $2.59M 0.02% -3,544 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: 18,663 shares; 2024Q4: 22,150 shares; 2025Q1: 25,362 shares; 2025Q2: not reported; 2025Q3: 58,643 shares; 2025Q4: 67,827 shares; 2026Q1: 77,715 shares 77,715 $2.59M 0.02% +9,888 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,301 shares; 2024Q4: 10,031 shares; 2025Q1: not reported; 2025Q2: 12,929 shares; 2025Q3: 12,085 shares; 2025Q4: 12,652 shares; 2026Q1: 12,844 shares 12,844 $2.59M 0.02% +192 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,006 shares; 2024Q4: 20,179 shares; 2025Q1: 25,141 shares; 2025Q2: 33,027 shares; 2025Q3: 35,811 shares; 2025Q4: 40,514 shares; 2026Q1: 37,926 shares 37,926 $2.58M 0.02% -2,588 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: 9,736 shares; 2024Q4: 14,838 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,777 shares; 2025Q4: not reported; 2026Q1: 33,310 shares 33,310 $2.57M 0.02% new Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,182 shares; 2024Q4: 8,212 shares; 2025Q1: 14,619 shares; 2025Q2: 28,288 shares; 2025Q3: 35,944 shares; 2025Q4: 50,611 shares; 2026Q1: 48,925 shares 48,925 $2.57M 0.02% -1,686 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,932 shares; 2025Q4: not reported; 2026Q1: 52,015 shares 52,015 $2.57M 0.02% new Timeline BALI 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: 41,623 shares; 2025Q1: 44,846 shares; 2025Q2: 71,785 shares; 2025Q3: 77,305 shares; 2025Q4: 74,656 shares; 2026Q1: 83,312 shares 83,312 $2.57M 0.02% +8,656 Timeline QQQI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,485 shares; 2026Q1: 51,329 shares 51,329 $2.55M 0.02% +11,844 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,238 shares; 2024Q4: 14,831 shares; 2025Q1: 24,276 shares; 2025Q2: 26,435 shares; 2025Q3: 28,205 shares; 2025Q4: 31,400 shares; 2026Q1: 38,197 shares 38,197 $2.54M 0.02% +6,797 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: 5,328 shares; 2024Q4: 5,469 shares; 2025Q1: 5,079 shares; 2025Q2: 5,192 shares; 2025Q3: 4,748 shares; 2025Q4: 4,200 shares; 2026Q1: 3,718 shares 3,718 $2.54M 0.02% -482 Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,544 shares; 2025Q4: not reported; 2026Q1: 34,151 shares 34,151 $2.54M 0.02% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,440 shares; 2024Q4: 14,378 shares; 2025Q1: 13,405 shares; 2025Q2: 20,454 shares; 2025Q3: 19,520 shares; 2025Q4: 17,260 shares; 2026Q1: 24,807 shares 24,807 $2.53M 0.02% +7,547 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: 1,220 shares; 2024Q4: 1,577 shares; 2025Q1: not reported; 2025Q2: 1,622 shares; 2025Q3: 1,488 shares; 2025Q4: 1,485 shares; 2026Q1: 3,477 shares 3,477 $2.53M 0.02% +1,992 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,251 shares; 2024Q4: 220,849 shares; 2025Q1: 226,738 shares; 2025Q2: 230,265 shares; 2025Q3: 240,088 shares; 2025Q4: 106,918 shares; 2026Q1: 112,721 shares 112,721 $2.51M 0.02% +5,803 Timeline TIPX 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: 125,884 shares; 2024Q4: 128,244 shares; 2025Q1: 127,843 shares; 2025Q2: 122,594 shares; 2025Q3: 121,008 shares; 2025Q4: 125,491 shares; 2026Q1: 129,962 shares 129,962 $2.49M 0.02% +4,471 Timeline SCHR 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: 19,188 shares; 2024Q4: 34,781 shares; 2025Q1: 36,499 shares; 2025Q2: 38,210 shares; 2025Q3: 82,085 shares; 2025Q4: 105,150 shares; 2026Q1: 100,043 shares 100,043 $2.49M 0.02% -5,107 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,686 shares; 2025Q2: 8,129 shares; 2025Q3: 98,802 shares; 2025Q4: 100,119 shares; 2026Q1: 92,528 shares 92,528 $2.49M 0.02% -7,591 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,842 shares; 2025Q2: 20,586 shares; 2025Q3: 48,893 shares; 2025Q4: 49,741 shares; 2026Q1: 66,634 shares 66,634 $2.48M 0.02% +16,893 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: 35,683 shares; 2024Q4: 32,983 shares; 2025Q1: not reported; 2025Q2: 60,181 shares; 2025Q3: 41,902 shares; 2025Q4: not reported; 2026Q1: 81,982 shares 81,982 $2.46M 0.02% new Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,287 shares; 2025Q2: 15,977 shares; 2025Q3: 27,443 shares; 2025Q4: 45,289 shares; 2026Q1: 62,812 shares 62,812 $2.45M 0.02% +17,523 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,942 shares; 2024Q4: 47,545 shares; 2025Q1: 41,300 shares; 2025Q2: 42,202 shares; 2025Q3: 42,372 shares; 2025Q4: 33,342 shares; 2026Q1: 48,982 shares 48,982 $2.44M 0.02% +15,640 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: 12,510 shares; 2024Q4: 19,861 shares; 2025Q1: not reported; 2025Q2: 19,289 shares; 2025Q3: 17,177 shares; 2025Q4: 16,207 shares; 2026Q1: 14,013 shares 14,013 $2.43M 0.02% -2,194 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,043 shares; 2024Q4: 5,741 shares; 2025Q1: 6,540 shares; 2025Q2: 4,010 shares; 2025Q3: 3,778 shares; 2025Q4: 5,608 shares; 2026Q1: 6,823 shares 6,823 $2.43M 0.02% +1,215 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,445 shares; 2024Q4: 3,370 shares; 2025Q1: 7,233 shares; 2025Q2: not reported; 2025Q3: 11,036 shares; 2025Q4: not reported; 2026Q1: 13,147 shares 13,147 $2.43M 0.02% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,367 shares; 2024Q4: 68,982 shares; 2025Q1: 55,543 shares; 2025Q2: 59,230 shares; 2025Q3: 53,227 shares; 2025Q4: 53,986 shares; 2026Q1: 50,365 shares 50,365 $2.43M 0.02% -3,621 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: 3,396 shares; 2024Q4: 4,724 shares; 2025Q1: 5,503 shares; 2025Q2: 6,051 shares; 2025Q3: 4,706 shares; 2025Q4: 4,227 shares; 2026Q1: 4,294 shares 4,294 $2.42M 0.02% +67 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: 17,032 shares; 2024Q4: 19,953 shares; 2025Q1: 23,946 shares; 2025Q2: 24,045 shares; 2025Q3: 29,621 shares; 2025Q4: 30,323 shares; 2026Q1: 25,508 shares 25,508 $2.4M 0.02% -4,815 Timeline