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: 917,815 shares; 2024Q4: 1,454,279 shares; 2025Q1: 1,629,637 shares; 2025Q2: 2,011,769 shares; 2025Q3: 2,181,166 shares; 2025Q4: 2,651,448 shares; 2026Q1: 2,780,794 shares 2,780,794 $706M 3.49% +129,346 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270,757 shares; 2024Q4: 385,585 shares; 2025Q1: 534,943 shares; 2025Q2: 597,818 shares; 2025Q3: 719,462 shares; 2025Q4: 774,856 shares; 2026Q1: 851,150 shares 851,150 $557M 2.75% +76,294 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,414,193 shares; 2024Q4: 3,391,582 shares; 2025Q1: 4,205,756 shares; 2025Q2: 5,551,780 shares; 2025Q3: 6,533,589 shares; 2025Q4: 6,993,740 shares; 2026Q1: 7,777,803 shares 7,777,803 $526M 2.6% +784,063 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: 440,284 shares; 2024Q4: 692,772 shares; 2025Q1: 783,110 shares; 2025Q2: 1,005,611 shares; 2025Q3: 1,091,953 shares; 2025Q4: 1,324,960 shares; 2026Q1: 1,410,984 shares 1,410,984 $523M 2.58% +86,024 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: 705,692 shares; 2024Q4: 997,703 shares; 2025Q1: 1,091,055 shares; 2025Q2: 1,414,283 shares; 2025Q3: 1,919,713 shares; 2025Q4: 2,477,592 shares; 2026Q1: 2,643,834 shares 2,643,834 $460M 2.27% +166,242 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,010,546 shares; 2024Q4: 1,600,629 shares; 2025Q1: 1,974,775 shares; 2025Q2: 2,621,743 shares; 2025Q3: 3,129,559 shares; 2025Q4: 3,444,118 shares; 2026Q1: 3,916,831 shares 3,916,831 $389M 1.92% +472,713 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: 2,665,373 shares; 2024Q4: 4,126,118 shares; 2025Q1: 5,652,669 shares; 2025Q2: 7,206,897 shares; 2025Q3: 8,048,126 shares; 2025Q4: 8,363,568 shares; 2026Q1: 9,105,172 shares 9,105,172 $355M 1.75% +741,604 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: 1,227,965 shares; 2024Q4: 1,918,299 shares; 2025Q1: 2,373,553 shares; 2025Q2: 2,742,003 shares; 2025Q3: 2,973,338 shares; 2025Q4: 3,135,764 shares; 2026Q1: 3,304,688 shares 3,304,688 $299M 1.48% +168,924 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: 278,071 shares; 2024Q4: 481,482 shares; 2025Q1: 557,089 shares; 2025Q2: 697,035 shares; 2025Q3: 753,050 shares; 2025Q4: 861,231 shares; 2026Q1: 883,594 shares 883,594 $274M 1.35% +22,363 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: 318,418 shares; 2024Q4: 518,764 shares; 2025Q1: 564,061 shares; 2025Q2: 687,963 shares; 2025Q3: 749,785 shares; 2025Q4: 913,996 shares; 2026Q1: 936,618 shares 936,618 $265M 1.31% +22,622 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: 345,037 shares; 2024Q4: 524,816 shares; 2025Q1: 576,324 shares; 2025Q2: 707,759 shares; 2025Q3: 871,916 shares; 2025Q4: 1,140,967 shares; 2026Q1: 1,261,736 shares 1,261,736 $262M 1.29% +120,769 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: 185,372 shares; 2024Q4: 308,186 shares; 2025Q1: 337,828 shares; 2025Q2: 489,512 shares; 2025Q3: 664,921 shares; 2025Q4: 856,960 shares; 2026Q1: 908,515 shares 908,515 $261M 1.29% +51,555 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,632 shares; 2024Q4: 44,941 shares; 2025Q1: 56,720 shares; 2025Q2: 75,351 shares; 2025Q3: 106,632 shares; 2025Q4: 278,473 shares; 2026Q1: 308,316 shares 308,316 $200M 0.99% +29,843 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: 286,731 shares; 2024Q4: 1,042,041 shares; 2025Q1: 1,655,635 shares; 2025Q2: 2,362,294 shares; 2025Q3: 2,862,249 shares; 2025Q4: 3,410,407 shares; 2026Q1: 3,959,644 shares 3,959,644 $191M 0.94% +549,237 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: 252,384 shares; 2024Q4: 425,094 shares; 2025Q1: 469,325 shares; 2025Q2: 604,758 shares; 2025Q3: 663,276 shares; 2025Q4: 763,694 shares; 2026Q1: 760,730 shares 760,730 $186M 0.92% -2,964 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: 60,005 shares; 2024Q4: 95,179 shares; 2025Q1: 137,926 shares; 2025Q2: 150,646 shares; 2025Q3: 168,809 shares; 2025Q4: 304,035 shares; 2026Q1: 303,739 shares 303,739 $181M 0.9% -296 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: 421,029 shares; 2024Q4: 736,961 shares; 2025Q1: 847,348 shares; 2025Q2: 1,040,297 shares; 2025Q3: 1,167,854 shares; 2025Q4: 1,350,705 shares; 2026Q1: 1,362,078 shares 1,362,078 $169M 0.84% +11,373 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: 59,901 shares; 2024Q4: 97,817 shares; 2025Q1: 112,249 shares; 2025Q2: 165,752 shares; 2025Q3: 221,839 shares; 2025Q4: 258,906 shares; 2026Q1: 280,856 shares 280,856 $161M 0.79% +21,950 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: 39,317 shares; 2024Q4: 67,072 shares; 2025Q1: 92,538 shares; 2025Q2: 119,300 shares; 2025Q3: 123,218 shares; 2025Q4: 160,586 shares; 2026Q1: 171,696 shares 171,696 $158M 0.78% +11,110 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: 76,647 shares; 2024Q4: 154,359 shares; 2025Q1: 207,176 shares; 2025Q2: 225,385 shares; 2025Q3: 236,970 shares; 2025Q4: 300,632 shares; 2026Q1: 321,083 shares 321,083 $141M 0.69% +20,451 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: 201,399 shares; 2024Q4: 546,342 shares; 2025Q1: 531,068 shares; 2025Q2: 577,718 shares; 2025Q3: 817,791 shares; 2025Q4: 913,852 shares; 2026Q1: 1,982,986 shares 1,982,986 $139M 0.68% +1,069,134 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: 78,998 shares; 2024Q4: 98,800 shares; 2025Q1: 97,006 shares; 2025Q2: 558,578 shares; 2025Q3: 635,580 shares; 2025Q4: 609,636 shares; 2026Q1: 665,712 shares 665,712 $128M 0.63% +56,076 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: 174,900 shares; 2024Q4: 300,345 shares; 2025Q1: 407,572 shares; 2025Q2: 461,610 shares; 2025Q3: 524,119 shares; 2025Q4: 575,385 shares; 2026Q1: 570,781 shares 570,781 $123M 0.61% -4,604 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: 250,585 shares; 2024Q4: 362,527 shares; 2025Q1: 407,683 shares; 2025Q2: 458,751 shares; 2025Q3: 531,495 shares; 2025Q4: 718,874 shares; 2026Q1: 714,951 shares 714,951 $121M 0.6% -3,923 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: 69,841 shares; 2024Q4: 115,561 shares; 2025Q1: 171,229 shares; 2025Q2: 256,763 shares; 2025Q3: 290,067 shares; 2025Q4: 371,589 shares; 2026Q1: 401,125 shares 401,125 $121M 0.6% +29,536 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: 34,091 shares; 2024Q4: 60,499 shares; 2025Q1: 70,125 shares; 2025Q2: 90,271 shares; 2025Q3: 99,316 shares; 2025Q4: 113,002 shares; 2026Q1: 117,478 shares 117,478 $117M 0.58% +4,476 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: 649,985 shares; 2024Q4: 755,606 shares; 2025Q1: 1,214,991 shares; 2025Q2: 1,440,012 shares; 2025Q3: 1,607,316 shares; 2025Q4: 2,379,691 shares; 2026Q1: 2,647,834 shares 2,647,834 $113M 0.56% +268,143 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,369 shares; 2024Q4: 404,282 shares; 2025Q1: 457,918 shares; 2025Q2: 2,899,033 shares; 2025Q3: 3,280,177 shares; 2025Q4: 4,297,725 shares; 2026Q1: 4,901,409 shares 4,901,409 $110M 0.54% +603,684 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,377 shares; 2024Q4: 197,296 shares; 2025Q1: 224,807 shares; 2025Q2: 286,912 shares; 2025Q3: 315,101 shares; 2025Q4: 384,995 shares; 2026Q1: 382,653 shares 382,653 $110M 0.54% -2,342 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: 45,977 shares; 2024Q4: 105,747 shares; 2025Q1: 129,098 shares; 2025Q2: 167,621 shares; 2025Q3: 180,218 shares; 2025Q4: 207,243 shares; 2026Q1: 216,358 shares 216,358 $109M 0.54% +9,115 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: 187,943 shares; 2024Q4: 352,672 shares; 2025Q1: 362,744 shares; 2025Q2: 445,166 shares; 2025Q3: 480,232 shares; 2025Q4: 520,512 shares; 2026Q1: 523,104 shares 523,104 $108M 0.53% +2,592 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: 273,137 shares; 2024Q4: 433,700 shares; 2025Q1: 577,672 shares; 2025Q2: 798,107 shares; 2025Q3: 945,305 shares; 2025Q4: 1,150,988 shares; 2026Q1: 1,296,496 shares 1,296,496 $102M 0.5% +145,508 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: 328,977 shares; 2024Q4: 452,782 shares; 2025Q1: 493,366 shares; 2025Q2: 628,393 shares; 2025Q3: 757,836 shares; 2025Q4: 807,702 shares; 2026Q1: 813,855 shares 813,855 $101M 0.5% +6,153 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: 190,307 shares; 2024Q4: 327,195 shares; 2025Q1: 362,027 shares; 2025Q2: 451,656 shares; 2025Q3: 488,448 shares; 2025Q4: 524,020 shares; 2026Q1: 686,805 shares 686,805 $99.1M 0.49% +162,785 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: 88,909 shares; 2024Q4: 180,703 shares; 2025Q1: 205,548 shares; 2025Q2: 243,005 shares; 2025Q3: 245,032 shares; 2025Q4: 279,569 shares; 2026Q1: 280,032 shares 280,032 $98.6M 0.49% +463 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: 121,655 shares; 2024Q4: 284,085 shares; 2025Q1: 351,891 shares; 2025Q2: 383,655 shares; 2025Q3: 425,506 shares; 2025Q4: 466,133 shares; 2026Q1: 499,413 shares 499,413 $98.3M 0.49% +33,280 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: 101,703 shares; 2024Q4: 184,193 shares; 2025Q1: 201,772 shares; 2025Q2: 250,414 shares; 2025Q3: 272,478 shares; 2025Q4: 301,098 shares; 2026Q1: 310,503 shares 310,503 $96.5M 0.48% +9,405 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,615 shares; 2024Q4: 39,387 shares; 2025Q1: 58,866 shares; 2025Q2: 65,380 shares; 2025Q3: 70,715 shares; 2025Q4: 106,269 shares; 2026Q1: 108,455 shares 108,455 $92.8M 0.46% +2,186 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: 33,520 shares; 2024Q4: 51,326 shares; 2025Q1: 62,282 shares; 2025Q2: 94,290 shares; 2025Q3: 143,346 shares; 2025Q4: 219,870 shares; 2026Q1: 245,303 shares 245,303 $91.3M 0.45% +25,433 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451,725 shares; 2024Q4: 527,051 shares; 2025Q1: 1,020,422 shares; 2025Q2: 1,303,527 shares; 2025Q3: 1,522,223 shares; 2025Q4: 2,071,713 shares; 2026Q1: 2,239,454 shares 2,239,454 $90.1M 0.45% +167,741 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: 67,459 shares; 2024Q4: 129,558 shares; 2025Q1: 163,571 shares; 2025Q2: 199,368 shares; 2025Q3: 197,996 shares; 2025Q4: 242,882 shares; 2026Q1: 263,240 shares 263,240 $86.6M 0.43% +20,358 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: 119,401 shares; 2024Q4: 208,732 shares; 2025Q1: 233,478 shares; 2025Q2: 284,209 shares; 2025Q3: 306,474 shares; 2025Q4: 382,480 shares; 2026Q1: 396,924 shares 396,924 $86.3M 0.43% +14,444 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: 450,748 shares; 2024Q4: 769,528 shares; 2025Q1: 712,826 shares; 2025Q2: 868,559 shares; 2025Q3: 959,847 shares; 2025Q4: 1,074,321 shares; 2026Q1: 1,101,503 shares 1,101,503 $85.5M 0.42% +27,182 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: 369,350 shares; 2024Q4: 511,157 shares; 2025Q1: 568,741 shares; 2025Q2: 657,857 shares; 2025Q3: 831,278 shares; 2025Q4: 1,181,652 shares; 2026Q1: 1,321,214 shares 1,321,214 $84.9M 0.42% +139,562 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: 46,852 shares; 2024Q4: 58,955 shares; 2025Q1: 72,342 shares; 2025Q2: 88,710 shares; 2025Q3: 119,228 shares; 2025Q4: 243,688 shares; 2026Q1: 258,527 shares 258,527 $83M 0.41% +14,839 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: 61,334 shares; 2025Q1: 73,566 shares; 2025Q2: 92,319 shares; 2025Q3: 76,092 shares; 2025Q4: 82,802 shares; 2026Q1: 83,909 shares 83,909 $80.7M 0.4% +1,107 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: 502,553 shares; 2024Q4: 740,275 shares; 2025Q1: 926,484 shares; 2025Q2: 1,162,077 shares; 2025Q3: 1,335,180 shares; 2025Q4: 1,540,437 shares; 2026Q1: 1,721,213 shares 1,721,213 $79M 0.39% +180,776 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: 335,305 shares; 2024Q4: 548,360 shares; 2025Q1: 649,373 shares; 2025Q2: 818,349 shares; 2025Q3: 750,231 shares; 2025Q4: 832,057 shares; 2026Q1: 847,957 shares 847,957 $78.7M 0.39% +15,900 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: 112,127 shares; 2024Q4: 171,929 shares; 2025Q1: 190,855 shares; 2025Q2: 195,291 shares; 2025Q3: 223,014 shares; 2025Q4: 253,708 shares; 2026Q1: 270,338 shares 270,338 $77.6M 0.38% +16,630 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,098 shares; 2024Q4: 48,828 shares; 2025Q1: 52,956 shares; 2025Q2: 72,381 shares; 2025Q3: 82,892 shares; 2025Q4: 99,386 shares; 2026Q1: 108,243 shares 108,243 $76.7M 0.38% +8,857 Timeline EVIM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 407,983 shares; 2025Q1: 579,399 shares; 2025Q2: 897,778 shares; 2025Q3: 1,133,615 shares; 2025Q4: 1,272,793 shares; 2026Q1: 1,453,116 shares 1,453,116 $76.7M 0.38% +180,323 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: 49,865 shares; 2024Q4: 63,074 shares; 2025Q1: 68,283 shares; 2025Q2: 73,551 shares; 2025Q3: 99,505 shares; 2025Q4: 134,062 shares; 2026Q1: 131,171 shares 131,171 $75.8M 0.37% -2,891 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: 71,256 shares; 2024Q4: 136,959 shares; 2025Q1: 197,521 shares; 2025Q2: 238,347 shares; 2025Q3: 287,154 shares; 2025Q4: 318,508 shares; 2026Q1: 354,209 shares 354,209 $73.7M 0.36% +35,701 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: 25,064 shares; 2024Q4: 48,254 shares; 2025Q1: 65,983 shares; 2025Q2: 70,158 shares; 2025Q3: 161,832 shares; 2025Q4: 179,683 shares; 2026Q1: 193,267 shares 193,267 $72.8M 0.36% +13,584 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: 3,658 shares; 2024Q4: 3,694 shares; 2025Q1: 61,138 shares; 2025Q2: 742,520 shares; 2025Q3: 778,878 shares; 2025Q4: 842,326 shares; 2026Q1: 891,464 shares 891,464 $72.5M 0.36% +49,138 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,759 shares; 2024Q4: 291,279 shares; 2025Q1: 350,945 shares; 2025Q2: 430,633 shares; 2025Q3: 407,279 shares; 2025Q4: 437,511 shares; 2026Q1: 450,697 shares 450,697 $70M 0.35% +13,186 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: 25,423 shares; 2024Q4: 214,901 shares; 2025Q1: 239,364 shares; 2025Q2: 297,270 shares; 2025Q3: 371,982 shares; 2025Q4: 455,256 shares; 2026Q1: 464,690 shares 464,690 $68M 0.34% +9,434 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: 22,979 shares; 2024Q4: 37,908 shares; 2025Q1: 69,579 shares; 2025Q2: 281,590 shares; 2025Q3: 439,229 shares; 2025Q4: 558,992 shares; 2026Q1: 794,001 shares 794,001 $67.5M 0.33% +235,009 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: 134,196 shares; 2024Q4: 215,697 shares; 2025Q1: 212,940 shares; 2025Q2: 256,497 shares; 2025Q3: 279,276 shares; 2025Q4: 291,820 shares; 2026Q1: 279,186 shares 279,186 $65.5M 0.32% -12,634 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: 90,700 shares; 2024Q4: 136,935 shares; 2025Q1: 207,173 shares; 2025Q2: 1,285,162 shares; 2025Q3: 1,386,462 shares; 2025Q4: 1,589,634 shares; 2026Q1: 1,944,494 shares 1,944,494 $65.1M 0.32% +354,860 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: 260,918 shares; 2024Q4: 417,695 shares; 2025Q1: 500,123 shares; 2025Q2: 619,278 shares; 2025Q3: 559,499 shares; 2025Q4: 585,417 shares; 2026Q1: 590,580 shares 590,580 $64.8M 0.32% +5,163 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: 123,780 shares; 2024Q4: 203,979 shares; 2025Q1: 245,806 shares; 2025Q2: 168,260 shares; 2025Q3: 175,821 shares; 2025Q4: 212,621 shares; 2026Q1: 200,642 shares 200,642 $63.8M 0.32% -11,979 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: 80,268 shares; 2024Q4: 131,705 shares; 2025Q1: 127,345 shares; 2025Q2: 162,589 shares; 2025Q3: 168,880 shares; 2025Q4: 182,338 shares; 2026Q1: 184,735 shares 184,735 $63.4M 0.31% +2,397 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: 29,267 shares; 2024Q4: 61,902 shares; 2025Q1: 100,186 shares; 2025Q2: 128,091 shares; 2025Q3: 134,768 shares; 2025Q4: 195,105 shares; 2026Q1: 225,556 shares 225,556 $63M 0.31% +30,451 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: 106,640 shares; 2024Q4: 171,472 shares; 2025Q1: 219,287 shares; 2025Q2: 275,865 shares; 2025Q3: 311,560 shares; 2025Q4: 349,137 shares; 2026Q1: 390,337 shares 390,337 $62.3M 0.31% +41,200 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: 82,479 shares; 2024Q4: 96,229 shares; 2025Q1: 102,433 shares; 2025Q2: 116,301 shares; 2025Q3: 125,581 shares; 2025Q4: 136,072 shares; 2026Q1: 143,492 shares 143,492 $61.7M 0.31% +7,420 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: 73,532 shares; 2024Q4: 129,736 shares; 2025Q1: 182,962 shares; 2025Q2: 202,677 shares; 2025Q3: 224,262 shares; 2025Q4: 374,403 shares; 2026Q1: 426,760 shares 426,760 $61.7M 0.3% +52,357 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: 237,917 shares; 2024Q4: 421,205 shares; 2025Q1: 501,779 shares; 2025Q2: 448,078 shares; 2025Q3: 470,436 shares; 2025Q4: 503,900 shares; 2026Q1: 506,594 shares 506,594 $61M 0.3% +2,694 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: 81,586 shares; 2024Q4: 130,422 shares; 2025Q1: 153,167 shares; 2025Q2: 190,819 shares; 2025Q3: 168,806 shares; 2025Q4: 188,417 shares; 2026Q1: 185,242 shares 185,242 $60.3M 0.3% -3,175 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: 67,899 shares; 2024Q4: 108,200 shares; 2025Q1: 114,627 shares; 2025Q2: 136,828 shares; 2025Q3: 164,675 shares; 2025Q4: 216,937 shares; 2026Q1: 246,666 shares 246,666 $59.8M 0.3% +29,729 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,658 shares; 2024Q4: 309,948 shares; 2025Q1: 370,025 shares; 2025Q2: 1,055,523 shares; 2025Q3: 959,145 shares; 2025Q4: 1,130,682 shares; 2026Q1: 1,177,625 shares 1,177,625 $59.6M 0.29% +46,943 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: 100,302 shares; 2024Q4: 174,892 shares; 2025Q1: 182,349 shares; 2025Q2: 247,077 shares; 2025Q3: 263,876 shares; 2025Q4: 284,299 shares; 2026Q1: 292,596 shares 292,596 $59.5M 0.29% +8,297 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: 226,466 shares; 2024Q4: 376,796 shares; 2025Q1: 421,039 shares; 2025Q2: 569,944 shares; 2025Q3: 531,114 shares; 2025Q4: 581,695 shares; 2026Q1: 576,145 shares 576,145 $59.1M 0.29% -5,550 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,516 shares; 2024Q4: 56,892 shares; 2025Q1: 89,767 shares; 2025Q2: 97,819 shares; 2025Q3: 119,041 shares; 2025Q4: 147,013 shares; 2026Q1: 164,760 shares 164,760 $58.9M 0.29% +17,747 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: 60,144 shares; 2024Q4: 128,538 shares; 2025Q1: 144,020 shares; 2025Q2: 159,924 shares; 2025Q3: 181,286 shares; 2025Q4: 406,800 shares; 2026Q1: 440,906 shares 440,906 $58.6M 0.29% +34,106 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: 42,689 shares; 2024Q4: 62,966 shares; 2025Q1: 86,521 shares; 2025Q2: 122,691 shares; 2025Q3: 139,232 shares; 2025Q4: 156,043 shares; 2026Q1: 169,257 shares 169,257 $57.9M 0.29% +13,214 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: 587,289 shares; 2024Q4: 594,527 shares; 2025Q1: 604,451 shares; 2025Q2: 635,173 shares; 2025Q3: 751,830 shares; 2025Q4: 975,588 shares; 2026Q1: 1,066,070 shares 1,066,070 $57.7M 0.29% +90,482 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: 376,596 shares; 2024Q4: 611,999 shares; 2025Q1: 589,751 shares; 2025Q2: 1,107,652 shares; 2025Q3: 1,242,317 shares; 2025Q4: 1,300,226 shares; 2026Q1: 1,229,925 shares 1,229,925 $56.8M 0.28% -70,301 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: 61,014 shares; 2024Q4: 98,329 shares; 2025Q1: 101,601 shares; 2025Q2: 273,590 shares; 2025Q3: 303,379 shares; 2025Q4: 352,784 shares; 2026Q1: 384,268 shares 384,268 $53.6M 0.26% +31,484 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: 194,258 shares; 2024Q4: 393,603 shares; 2025Q1: 351,485 shares; 2025Q2: 295,956 shares; 2025Q3: 304,742 shares; 2025Q4: 359,434 shares; 2026Q1: 365,958 shares 365,958 $52.1M 0.26% +6,524 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,019 shares; 2024Q4: 133,894 shares; 2025Q1: 306,470 shares; 2025Q2: 484,985 shares; 2025Q3: 550,569 shares; 2025Q4: 617,824 shares; 2026Q1: 691,763 shares 691,763 $50.4M 0.25% +73,939 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: 233,542 shares; 2024Q4: 438,043 shares; 2025Q1: 461,195 shares; 2025Q2: 538,328 shares; 2025Q3: 572,562 shares; 2025Q4: 587,634 shares; 2026Q1: 600,530 shares 600,530 $49.7M 0.25% +12,896 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: 86,641 shares; 2024Q4: 164,739 shares; 2025Q1: 163,351 shares; 2025Q2: 196,798 shares; 2025Q3: 223,147 shares; 2025Q4: 246,311 shares; 2026Q1: 257,633 shares 257,633 $49.7M 0.25% +11,322 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: 182,373 shares; 2024Q4: 227,632 shares; 2025Q1: 214,528 shares; 2025Q2: 346,573 shares; 2025Q3: 400,855 shares; 2025Q4: 431,836 shares; 2026Q1: 436,542 shares 436,542 $49.3M 0.24% +4,706 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: 246,581 shares; 2024Q4: 282,210 shares; 2025Q1: 376,157 shares; 2025Q2: 456,595 shares; 2025Q3: 544,342 shares; 2025Q4: 1,178,567 shares; 2026Q1: 1,279,570 shares 1,279,570 $49.2M 0.24% +101,003 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: 60,491 shares; 2024Q4: 100,504 shares; 2025Q1: 119,872 shares; 2025Q2: 151,073 shares; 2025Q3: 131,695 shares; 2025Q4: 143,327 shares; 2026Q1: 141,348 shares 141,348 $48.8M 0.24% -1,979 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: 93,651 shares; 2024Q4: 139,362 shares; 2025Q1: 139,413 shares; 2025Q2: 163,949 shares; 2025Q3: 203,126 shares; 2025Q4: 303,269 shares; 2026Q1: 252,242 shares 252,242 $48.4M 0.24% -51,027 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,422 shares; 2024Q4: 191,436 shares; 2025Q1: 258,993 shares; 2025Q2: 288,543 shares; 2025Q3: 309,756 shares; 2025Q4: 330,277 shares; 2026Q1: 363,658 shares 363,658 $48.1M 0.24% +33,381 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: 24,225 shares; 2024Q4: 40,733 shares; 2025Q1: 41,794 shares; 2025Q2: 54,594 shares; 2025Q3: 58,783 shares; 2025Q4: 81,047 shares; 2026Q1: 79,528 shares 79,528 $48M 0.24% -1,519 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: 187,958 shares; 2024Q4: 285,476 shares; 2025Q1: 259,618 shares; 2025Q2: 291,716 shares; 2025Q3: 265,705 shares; 2025Q4: 281,577 shares; 2026Q1: 263,210 shares 263,210 $47.9M 0.24% -18,367 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: 76,266 shares; 2024Q4: 130,199 shares; 2025Q1: 136,509 shares; 2025Q2: 173,000 shares; 2025Q3: 233,188 shares; 2025Q4: 270,721 shares; 2026Q1: 323,589 shares 323,589 $47.5M 0.23% +52,868 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: 36,819 shares; 2024Q4: 60,552 shares; 2025Q1: 57,287 shares; 2025Q2: 87,965 shares; 2025Q3: 92,954 shares; 2025Q4: 100,748 shares; 2026Q1: 95,404 shares 95,404 $47.3M 0.23% -5,344 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: 39,998 shares; 2024Q4: 53,288 shares; 2025Q1: 66,146 shares; 2025Q2: 88,120 shares; 2025Q3: 100,861 shares; 2025Q4: 126,095 shares; 2026Q1: 131,020 shares 131,020 $44.2M 0.22% +4,925 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: 28,674 shares; 2024Q4: 90,639 shares; 2025Q1: 89,670 shares; 2025Q2: 97,332 shares; 2025Q3: 115,755 shares; 2025Q4: 201,599 shares; 2026Q1: 274,839 shares 274,839 $44.1M 0.22% +73,240 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302,369 shares; 2024Q4: 921,271 shares; 2025Q1: 1,074,509 shares; 2025Q2: 1,180,478 shares; 2025Q3: 1,344,348 shares; 2025Q4: 1,388,534 shares; 2026Q1: 1,444,997 shares 1,444,997 $42.6M 0.21% +56,463 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: 33,523 shares; 2024Q4: 52,302 shares; 2025Q1: 66,478 shares; 2025Q2: 102,487 shares; 2025Q3: 124,239 shares; 2025Q4: 146,443 shares; 2026Q1: 149,710 shares 149,710 $42.5M 0.21% +3,267 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: 31,721 shares; 2024Q4: 46,537 shares; 2025Q1: 80,301 shares; 2025Q2: 101,556 shares; 2025Q3: 118,677 shares; 2025Q4: 148,238 shares; 2026Q1: 161,417 shares 161,417 $42.4M 0.21% +13,179 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: 50,032 shares; 2024Q4: 60,753 shares; 2025Q1: 75,510 shares; 2025Q2: 119,952 shares; 2025Q3: 137,320 shares; 2025Q4: 183,701 shares; 2026Q1: 200,145 shares 200,145 $42.3M 0.21% +16,444 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: 19,374 shares; 2024Q4: 33,297 shares; 2025Q1: 35,182 shares; 2025Q2: 61,798 shares; 2025Q3: 71,489 shares; 2025Q4: 78,994 shares; 2026Q1: 84,269 shares 84,269 $42.1M 0.21% +5,275 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: 81,738 shares; 2024Q4: 145,555 shares; 2025Q1: 176,183 shares; 2025Q2: 237,066 shares; 2025Q3: 200,368 shares; 2025Q4: 211,355 shares; 2026Q1: 208,472 shares 208,472 $41.4M 0.2% -2,883 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: 205,577 shares; 2024Q4: 284,416 shares; 2025Q1: 300,044 shares; 2025Q2: 366,260 shares; 2025Q3: 434,045 shares; 2025Q4: 466,920 shares; 2026Q1: 450,459 shares 450,459 $41.3M 0.2% -16,461 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: 333,086 shares; 2024Q4: 482,979 shares; 2025Q1: 512,262 shares; 2025Q2: 473,669 shares; 2025Q3: 512,846 shares; 2025Q4: 558,741 shares; 2026Q1: 558,331 shares 558,331 $41.1M 0.2% -410 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: 155,146 shares; 2024Q4: 260,647 shares; 2025Q1: 326,949 shares; 2025Q2: 361,099 shares; 2025Q3: 397,006 shares; 2025Q4: 449,087 shares; 2026Q1: 468,613 shares 468,613 $40.5M 0.2% +19,526 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,324 shares; 2024Q4: 48,228 shares; 2025Q1: 43,894 shares; 2025Q2: 334,131 shares; 2025Q3: 366,321 shares; 2025Q4: 587,006 shares; 2026Q1: 662,279 shares 662,279 $39.6M 0.2% +75,273 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: 361,894 shares; 2024Q4: 524,598 shares; 2025Q1: 506,562 shares; 2025Q2: 1,059,578 shares; 2025Q3: 1,168,758 shares; 2025Q4: 1,246,942 shares; 2026Q1: 1,358,761 shares 1,358,761 $39.4M 0.19% +111,819 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,607 shares; 2024Q4: 224,761 shares; 2025Q1: 227,102 shares; 2025Q2: 283,451 shares; 2025Q3: 281,356 shares; 2025Q4: 309,493 shares; 2026Q1: 296,805 shares 296,805 $38.9M 0.19% -12,688 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,038 shares; 2024Q4: 94,614 shares; 2025Q1: 100,478 shares; 2025Q2: 120,219 shares; 2025Q3: 137,966 shares; 2025Q4: 145,703 shares; 2026Q1: 163,768 shares 163,768 $38M 0.19% +18,065 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,913 shares; 2024Q4: 108,427 shares; 2025Q1: 102,450 shares; 2025Q2: 145,436 shares; 2025Q3: 147,593 shares; 2025Q4: 157,308 shares; 2026Q1: 144,333 shares 144,333 $37.5M 0.19% -12,975 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: 37,001 shares; 2024Q4: 83,209 shares; 2025Q1: 162,029 shares; 2025Q2: 221,179 shares; 2025Q3: 247,902 shares; 2025Q4: 280,598 shares; 2026Q1: 290,530 shares 290,530 $37.4M 0.18% +9,932 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: 313,146 shares; 2024Q4: 529,547 shares; 2025Q1: 603,194 shares; 2025Q2: 734,258 shares; 2025Q3: 661,301 shares; 2025Q4: 642,316 shares; 2026Q1: 659,626 shares 659,626 $37.3M 0.18% +17,310 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,173 shares; 2024Q4: 84,756 shares; 2025Q1: 91,911 shares; 2025Q2: 209,440 shares; 2025Q3: 250,518 shares; 2025Q4: 268,146 shares; 2026Q1: 281,334 shares 281,334 $36.9M 0.18% +13,188 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: 188,869 shares; 2024Q4: 253,183 shares; 2025Q1: 266,099 shares; 2025Q2: 361,555 shares; 2025Q3: 397,894 shares; 2025Q4: 449,078 shares; 2026Q1: 483,721 shares 483,721 $36.8M 0.18% +34,643 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: 11,352 shares; 2024Q4: 16,732 shares; 2025Q1: 19,704 shares; 2025Q2: 28,594 shares; 2025Q3: 31,677 shares; 2025Q4: 356,451 shares; 2026Q1: 381,543 shares 381,543 $36.8M 0.18% +25,092 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: 170,996 shares; 2024Q4: 196,365 shares; 2025Q1: 192,583 shares; 2025Q2: 160,798 shares; 2025Q3: 336,335 shares; 2025Q4: 413,795 shares; 2026Q1: 457,524 shares 457,524 $35.4M 0.17% +43,729 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: 237,001 shares; 2024Q4: 404,871 shares; 2025Q1: 474,561 shares; 2025Q2: 615,337 shares; 2025Q3: 705,174 shares; 2025Q4: 656,369 shares; 2026Q1: 710,275 shares 710,275 $34.7M 0.17% +53,906 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: 144,055 shares; 2024Q4: 244,624 shares; 2025Q1: 280,266 shares; 2025Q2: 348,245 shares; 2025Q3: 369,565 shares; 2025Q4: 388,940 shares; 2026Q1: 371,350 shares 371,350 $34.2M 0.17% -17,590 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: 111,209 shares; 2024Q4: 120,497 shares; 2025Q1: 125,779 shares; 2025Q2: 212,868 shares; 2025Q3: 442,078 shares; 2025Q4: 569,745 shares; 2026Q1: 581,779 shares 581,779 $33.9M 0.17% +12,034 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,009 shares; 2024Q4: 86,702 shares; 2025Q1: 81,317 shares; 2025Q2: 84,449 shares; 2025Q3: 81,707 shares; 2025Q4: 85,574 shares; 2026Q1: 108,889 shares 108,889 $32.5M 0.16% +23,315 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: 44,636 shares; 2024Q4: 63,661 shares; 2025Q1: 76,815 shares; 2025Q2: 86,063 shares; 2025Q3: 101,035 shares; 2025Q4: 120,626 shares; 2026Q1: 133,585 shares 133,585 $32.4M 0.16% +12,959 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: 25,409 shares; 2024Q4: 44,079 shares; 2025Q1: 51,001 shares; 2025Q2: 77,073 shares; 2025Q3: 83,643 shares; 2025Q4: 145,232 shares; 2026Q1: 172,223 shares 172,223 $32.2M 0.16% +26,991 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,518 shares; 2024Q4: 104,384 shares; 2025Q1: 108,469 shares; 2025Q2: 160,585 shares; 2025Q3: 1,169,863 shares; 2025Q4: 1,283,744 shares; 2026Q1: 1,912,512 shares 1,912,512 $31.9M 0.16% +628,768 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 541,716 shares; 2024Q4: 862,470 shares; 2025Q1: 684,699 shares; 2025Q2: 840,339 shares; 2025Q3: 692,489 shares; 2025Q4: 680,109 shares; 2026Q1: 731,650 shares 731,650 $31.9M 0.16% +51,541 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 605,827 shares; 2025Q2: 1,141,649 shares; 2025Q3: 1,309,779 shares; 2025Q4: 1,343,247 shares; 2026Q1: 1,497,571 shares 1,497,571 $31.4M 0.16% +154,324 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: 7,275 shares; 2024Q4: 8,439 shares; 2025Q1: 10,530 shares; 2025Q2: 13,127 shares; 2025Q3: 13,855 shares; 2025Q4: 42,867 shares; 2026Q1: 44,638 shares 44,638 $31.2M 0.15% +1,771 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: 36,417 shares; 2024Q4: 53,467 shares; 2025Q1: 74,298 shares; 2025Q2: 78,855 shares; 2025Q3: 85,276 shares; 2025Q4: 93,663 shares; 2026Q1: 107,134 shares 107,134 $31.1M 0.15% +13,471 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,892 shares; 2024Q4: 92,648 shares; 2025Q1: 101,400 shares; 2025Q2: 126,289 shares; 2025Q3: 143,423 shares; 2025Q4: 178,244 shares; 2026Q1: 183,466 shares 183,466 $30.3M 0.15% +5,222 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,357 shares; 2024Q4: 45,005 shares; 2025Q1: 44,168 shares; 2025Q2: 56,257 shares; 2025Q3: 65,199 shares; 2025Q4: 91,334 shares; 2026Q1: 100,458 shares 100,458 $29.7M 0.15% +9,124 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,113 shares; 2025Q1: 111,677 shares; 2025Q2: 164,127 shares; 2025Q3: 320,187 shares; 2025Q4: 709,974 shares; 2026Q1: 855,452 shares 855,452 $29.4M 0.15% +145,478 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,067 shares; 2024Q4: 7,021 shares; 2025Q1: 35,523 shares; 2025Q2: 45,901 shares; 2025Q3: 82,674 shares; 2025Q4: 178,034 shares; 2026Q1: 212,296 shares 212,296 $29.4M 0.15% +34,262 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: 72,689 shares; 2024Q4: 92,529 shares; 2025Q1: 158,811 shares; 2025Q2: 172,483 shares; 2025Q3: 180,266 shares; 2025Q4: 194,005 shares; 2026Q1: 197,241 shares 197,241 $29.2M 0.14% +3,236 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,718 shares; 2024Q4: 69,495 shares; 2025Q1: 87,472 shares; 2025Q2: 118,495 shares; 2025Q3: 147,762 shares; 2025Q4: 160,299 shares; 2026Q1: 153,757 shares 153,757 $29.1M 0.14% -6,542 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,113 shares; 2024Q4: 16,254 shares; 2025Q1: 17,436 shares; 2025Q2: 26,023 shares; 2025Q3: 25,285 shares; 2025Q4: 27,186 shares; 2026Q1: 26,146 shares 26,146 $28.5M 0.14% -1,040 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: 22,260 shares; 2024Q4: 33,492 shares; 2025Q1: 34,254 shares; 2025Q2: 44,063 shares; 2025Q3: 47,987 shares; 2025Q4: 134,913 shares; 2026Q1: 142,691 shares 142,691 $28.4M 0.14% +7,778 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: 48,577 shares; 2024Q4: 91,234 shares; 2025Q1: 93,546 shares; 2025Q2: 93,868 shares; 2025Q3: 103,180 shares; 2025Q4: 112,936 shares; 2026Q1: 112,775 shares 112,775 $28M 0.14% -161 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,403 shares; 2024Q4: 135,406 shares; 2025Q1: 149,325 shares; 2025Q2: 160,786 shares; 2025Q3: 181,781 shares; 2025Q4: 201,265 shares; 2026Q1: 215,728 shares 215,728 $27.9M 0.14% +14,463 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: 11,723 shares; 2024Q4: 20,841 shares; 2025Q1: 28,994 shares; 2025Q2: 65,048 shares; 2025Q3: 84,701 shares; 2025Q4: 88,002 shares; 2026Q1: 87,360 shares 87,360 $27.8M 0.14% -642 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: 64,825 shares; 2024Q4: 111,492 shares; 2025Q1: 98,181 shares; 2025Q2: 133,418 shares; 2025Q3: 108,323 shares; 2025Q4: 112,627 shares; 2026Q1: 104,316 shares 104,316 $27.8M 0.14% -8,311 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: 6,789 shares; 2024Q4: 10,307 shares; 2025Q1: 12,013 shares; 2025Q2: 14,916 shares; 2025Q3: 17,764 shares; 2025Q4: 87,241 shares; 2026Q1: 265,710 shares 265,710 $27.8M 0.14% +178,469 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: 24,251 shares; 2025Q1: 31,124 shares; 2025Q2: 85,561 shares; 2025Q3: 102,200 shares; 2025Q4: 117,395 shares; 2026Q1: 129,764 shares 129,764 $27.7M 0.14% +12,369 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: 3,156 shares; 2024Q4: 4,175 shares; 2025Q1: 4,860 shares; 2025Q2: 23,270 shares; 2025Q3: 25,597 shares; 2025Q4: 28,376 shares; 2026Q1: 31,511 shares 31,511 $27.3M 0.13% +3,135 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,690 shares; 2024Q4: 281,800 shares; 2025Q1: 295,036 shares; 2025Q2: 344,229 shares; 2025Q3: 348,175 shares; 2025Q4: 347,658 shares; 2026Q1: 342,507 shares 342,507 $27.2M 0.13% -5,151 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: 223,006 shares; 2024Q4: 232,056 shares; 2025Q1: 293,515 shares; 2025Q2: 341,904 shares; 2025Q3: 372,868 shares; 2025Q4: 391,203 shares; 2026Q1: 383,764 shares 383,764 $26.9M 0.13% -7,439 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: 70,970 shares; 2024Q4: 129,539 shares; 2025Q1: 141,516 shares; 2025Q2: 147,564 shares; 2025Q3: 186,810 shares; 2025Q4: 268,672 shares; 2026Q1: 275,517 shares 275,517 $26.8M 0.13% +6,845 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: 69,964 shares; 2024Q4: 103,908 shares; 2025Q1: 138,401 shares; 2025Q2: 157,982 shares; 2025Q3: 137,770 shares; 2025Q4: 139,299 shares; 2026Q1: 153,745 shares 153,745 $26.5M 0.13% +14,446 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: 199,452 shares; 2024Q4: 247,512 shares; 2025Q1: 251,558 shares; 2025Q2: 281,412 shares; 2025Q3: 298,974 shares; 2025Q4: 327,213 shares; 2026Q1: 347,817 shares 347,817 $26.1M 0.13% +20,604 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: 7,175 shares; 2024Q4: 9,904 shares; 2025Q1: 12,803 shares; 2025Q2: 15,761 shares; 2025Q3: 17,414 shares; 2025Q4: 19,183 shares; 2026Q1: 19,847 shares 19,847 $26.1M 0.13% +664 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: 19,331 shares; 2024Q4: 65,296 shares; 2025Q1: 79,486 shares; 2025Q2: 110,713 shares; 2025Q3: 117,607 shares; 2025Q4: 125,826 shares; 2026Q1: 141,417 shares 141,417 $26.1M 0.13% +15,591 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: 31,452 shares; 2024Q4: 42,811 shares; 2025Q1: 38,668 shares; 2025Q2: 42,330 shares; 2025Q3: 61,578 shares; 2025Q4: 83,647 shares; 2026Q1: 86,343 shares 86,343 $26.1M 0.13% +2,696 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: 47,376 shares; 2024Q4: 59,434 shares; 2025Q1: 51,746 shares; 2025Q2: 72,883 shares; 2025Q3: 110,867 shares; 2025Q4: 146,691 shares; 2026Q1: 156,335 shares 156,335 $25.7M 0.13% +9,644 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 135,094 shares; 2025Q1: 142,157 shares; 2025Q2: 150,212 shares; 2025Q3: 142,152 shares; 2025Q4: 434,141 shares; 2026Q1: 502,451 shares 502,451 $25.3M 0.13% +68,310 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,179 shares; 2024Q4: 19,145 shares; 2025Q1: 24,384 shares; 2025Q2: 35,335 shares; 2025Q3: 148,550 shares; 2025Q4: 150,052 shares; 2026Q1: 149,263 shares 149,263 $25.2M 0.12% -789 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,798 shares; 2024Q4: 21,589 shares; 2025Q1: 37,664 shares; 2025Q2: 48,407 shares; 2025Q3: 40,992 shares; 2025Q4: 56,125 shares; 2026Q1: 58,320 shares 58,320 $25.2M 0.12% +2,195 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,492 shares; 2024Q4: 64,685 shares; 2025Q1: 97,121 shares; 2025Q2: 105,416 shares; 2025Q3: 117,636 shares; 2025Q4: 119,106 shares; 2026Q1: 139,284 shares 139,284 $25.1M 0.12% +20,178 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,814 shares; 2024Q4: 240,081 shares; 2025Q1: 224,059 shares; 2025Q2: 207,455 shares; 2025Q3: 202,184 shares; 2025Q4: 200,233 shares; 2026Q1: 200,240 shares 200,240 $25M 0.12% +7 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,854 shares; 2024Q4: 34,477 shares; 2025Q1: 36,323 shares; 2025Q2: 86,788 shares; 2025Q3: 265,202 shares; 2025Q4: 340,639 shares; 2026Q1: 1,506,927 shares 1,506,927 $24.8M 0.12% +1,166,288 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: 74,697 shares; 2024Q4: 154,234 shares; 2025Q1: 217,800 shares; 2025Q2: 282,102 shares; 2025Q3: 346,813 shares; 2025Q4: 415,620 shares; 2026Q1: 502,987 shares 502,987 $24.8M 0.12% +87,367 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: 199,674 shares; 2024Q4: 569,283 shares; 2025Q1: 650,658 shares; 2025Q2: 618,865 shares; 2025Q3: 699,345 shares; 2025Q4: 648,672 shares; 2026Q1: 674,540 shares 674,540 $24.7M 0.12% +25,868 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: 5,156 shares; 2024Q4: 7,599 shares; 2025Q1: 9,564 shares; 2025Q2: 12,054 shares; 2025Q3: 13,680 shares; 2025Q4: 24,167 shares; 2026Q1: 28,109 shares 28,109 $24.5M 0.12% +3,942 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: 130,949 shares; 2024Q4: 279,944 shares; 2025Q1: 276,063 shares; 2025Q2: 330,375 shares; 2025Q3: 337,051 shares; 2025Q4: 334,418 shares; 2026Q1: 273,967 shares 273,967 $24.5M 0.12% -60,451 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: 35,569 shares; 2024Q4: 57,873 shares; 2025Q1: 62,421 shares; 2025Q2: 92,554 shares; 2025Q3: 101,737 shares; 2025Q4: 111,344 shares; 2026Q1: 120,016 shares 120,016 $24.4M 0.12% +8,672 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: 45,269 shares; 2024Q4: 46,006 shares; 2025Q1: 51,900 shares; 2025Q2: 101,084 shares; 2025Q3: 202,731 shares; 2025Q4: 205,495 shares; 2026Q1: 218,649 shares 218,649 $24M 0.12% +13,154 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: 31,038 shares; 2024Q4: 41,132 shares; 2025Q1: 47,108 shares; 2025Q2: 50,302 shares; 2025Q3: 54,723 shares; 2025Q4: 63,814 shares; 2026Q1: 61,390 shares 61,390 $24M 0.12% -2,424 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,656 shares; 2024Q4: 27,594 shares; 2025Q1: 25,576 shares; 2025Q2: 89,671 shares; 2025Q3: 101,014 shares; 2025Q4: 111,102 shares; 2026Q1: 122,183 shares 122,183 $24M 0.12% +11,081 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,674 shares; 2024Q4: 109,522 shares; 2025Q1: 119,216 shares; 2025Q2: 277,986 shares; 2025Q3: 305,349 shares; 2025Q4: 331,805 shares; 2026Q1: 473,122 shares 473,122 $23.9M 0.12% +141,317 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: 40,602 shares; 2024Q4: 45,640 shares; 2025Q1: 53,013 shares; 2025Q2: 419,288 shares; 2025Q3: 414,484 shares; 2025Q4: 415,866 shares; 2026Q1: 249,735 shares 249,735 $23.4M 0.12% -166,131 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: 122,389 shares; 2024Q4: 212,432 shares; 2025Q1: 219,718 shares; 2025Q2: 197,391 shares; 2025Q3: 173,973 shares; 2025Q4: 386,838 shares; 2026Q1: 379,236 shares 379,236 $23.2M 0.11% -7,602 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,294 shares; 2025Q1: 115,487 shares; 2025Q2: 208,554 shares; 2025Q3: 303,950 shares; 2025Q4: 525,821 shares; 2026Q1: 642,485 shares 642,485 $23.1M 0.11% +116,664 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: 107,113 shares; 2025Q2: 150,667 shares; 2025Q3: 318,376 shares; 2025Q4: 644,201 shares; 2026Q1: 754,025 shares 754,025 $23M 0.11% +109,824 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: 20,765 shares; 2024Q4: 39,013 shares; 2025Q1: 58,743 shares; 2025Q2: 69,944 shares; 2025Q3: 82,863 shares; 2025Q4: 92,191 shares; 2026Q1: 105,529 shares 105,529 $22.9M 0.11% +13,338 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: 116,354 shares; 2024Q4: 184,693 shares; 2025Q1: 168,600 shares; 2025Q2: 272,525 shares; 2025Q3: 270,739 shares; 2025Q4: 295,785 shares; 2026Q1: 306,706 shares 306,706 $22.8M 0.11% +10,921 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: 87,628 shares; 2024Q4: 87,298 shares; 2025Q1: 83,944 shares; 2025Q2: 146,717 shares; 2025Q3: 232,971 shares; 2025Q4: 334,860 shares; 2026Q1: 331,820 shares 331,820 $22.6M 0.11% -3,040 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,615 shares; 2024Q4: 3,662 shares; 2025Q1: 6,310 shares; 2025Q2: 5,846 shares; 2025Q3: 6,587 shares; 2025Q4: 70,582 shares; 2026Q1: 60,594 shares 60,594 $22.3M 0.11% -9,988 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,472 shares; 2024Q4: 177,053 shares; 2025Q1: 185,898 shares; 2025Q2: 261,823 shares; 2025Q3: 261,005 shares; 2025Q4: 366,421 shares; 2026Q1: 437,696 shares 437,696 $22.3M 0.11% +71,275 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: 29,193 shares; 2024Q4: 91,080 shares; 2025Q1: 97,048 shares; 2025Q2: 106,636 shares; 2025Q3: 116,717 shares; 2025Q4: 133,267 shares; 2026Q1: 142,824 shares 142,824 $21.8M 0.11% +9,557 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,815 shares; 2024Q4: 83,269 shares; 2025Q1: 121,021 shares; 2025Q2: 133,408 shares; 2025Q3: 140,008 shares; 2025Q4: 144,488 shares; 2026Q1: 142,798 shares 142,798 $21.6M 0.11% -1,690 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,454 shares; 2024Q4: 16,150 shares; 2025Q1: 15,045 shares; 2025Q2: 20,684 shares; 2025Q3: 22,374 shares; 2025Q4: 23,009 shares; 2026Q1: 24,132 shares 24,132 $21.5M 0.11% +1,123 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: 39,589 shares; 2024Q4: 90,459 shares; 2025Q1: 105,555 shares; 2025Q2: 136,803 shares; 2025Q3: 148,697 shares; 2025Q4: 200,505 shares; 2026Q1: 188,343 shares 188,343 $21.4M 0.11% -12,162 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: 24,850 shares; 2024Q4: 40,553 shares; 2025Q1: 42,100 shares; 2025Q2: 54,739 shares; 2025Q3: 74,255 shares; 2025Q4: 84,138 shares; 2026Q1: 92,595 shares 92,595 $21.3M 0.11% +8,457 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: 37,444 shares; 2024Q4: 52,289 shares; 2025Q1: 65,614 shares; 2025Q2: 92,142 shares; 2025Q3: 127,857 shares; 2025Q4: 161,439 shares; 2026Q1: 161,174 shares 161,174 $21.3M 0.11% -265 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: 3,697 shares; 2024Q4: 3,799 shares; 2025Q1: 4,712 shares; 2025Q2: 8,945 shares; 2025Q3: 11,178 shares; 2025Q4: 13,493 shares; 2026Q1: 14,389 shares 14,389 $21.2M 0.1% +896 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,420 shares; 2024Q4: 556,981 shares; 2025Q1: 604,257 shares; 2025Q2: 636,546 shares; 2025Q3: 640,858 shares; 2025Q4: 673,164 shares; 2026Q1: 631,692 shares 631,692 $21.2M 0.1% -41,472 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,514 shares; 2024Q4: 165,845 shares; 2025Q1: 179,717 shares; 2025Q2: 255,649 shares; 2025Q3: 262,611 shares; 2025Q4: 264,577 shares; 2026Q1: 243,797 shares 243,797 $21.1M 0.1% -20,780 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,447 shares; 2024Q4: 65,461 shares; 2025Q1: 71,799 shares; 2025Q2: 87,313 shares; 2025Q3: 101,465 shares; 2025Q4: 108,302 shares; 2026Q1: 182,664 shares 182,664 $21.1M 0.1% +74,362 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: 27,909 shares; 2024Q4: 39,674 shares; 2025Q1: 38,124 shares; 2025Q2: 54,037 shares; 2025Q3: 59,081 shares; 2025Q4: 57,440 shares; 2026Q1: 48,923 shares 48,923 $20.7M 0.1% -8,517 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,026 shares; 2024Q4: 179,354 shares; 2025Q1: 182,038 shares; 2025Q2: 283,568 shares; 2025Q3: 295,996 shares; 2025Q4: 343,718 shares; 2026Q1: 412,025 shares 412,025 $20.7M 0.1% +68,307 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,154 shares; 2024Q4: 343,534 shares; 2025Q1: 314,303 shares; 2025Q2: 519,211 shares; 2025Q3: 670,554 shares; 2025Q4: 698,912 shares; 2026Q1: 717,306 shares 717,306 $20.7M 0.1% +18,394 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: 12,137 shares; 2024Q4: 23,233 shares; 2025Q1: 35,640 shares; 2025Q2: 38,614 shares; 2025Q3: 42,929 shares; 2025Q4: 49,719 shares; 2026Q1: 56,571 shares 56,571 $20.6M 0.1% +6,852 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: 36,777 shares; 2024Q4: 91,058 shares; 2025Q1: 73,724 shares; 2025Q2: 88,728 shares; 2025Q3: 81,902 shares; 2025Q4: 144,642 shares; 2026Q1: 95,529 shares 95,529 $20.6M 0.1% -49,113 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: 362,153 shares; 2024Q4: 562,920 shares; 2025Q1: 652,633 shares; 2025Q2: 703,411 shares; 2025Q3: 700,768 shares; 2025Q4: 673,552 shares; 2026Q1: 730,471 shares 730,471 $20.5M 0.1% +56,919 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,878 shares; 2024Q4: 176,103 shares; 2025Q1: 187,747 shares; 2025Q2: 204,826 shares; 2025Q3: 211,523 shares; 2025Q4: 222,241 shares; 2026Q1: 218,510 shares 218,510 $20.3M 0.1% -3,731 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: 95,398 shares; 2024Q4: 102,681 shares; 2025Q1: 69,101 shares; 2025Q2: 79,737 shares; 2025Q3: 84,171 shares; 2025Q4: 142,731 shares; 2026Q1: 180,200 shares 180,200 $20M 0.1% +37,469 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: 156,431 shares; 2024Q4: 200,749 shares; 2025Q1: 177,896 shares; 2025Q2: 219,804 shares; 2025Q3: 240,285 shares; 2025Q4: 261,792 shares; 2026Q1: 468,480 shares 468,480 $20M 0.1% +206,688 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: 13,179 shares; 2024Q4: 20,545 shares; 2025Q1: 22,237 shares; 2025Q2: 25,176 shares; 2025Q3: 28,563 shares; 2025Q4: 33,537 shares; 2026Q1: 35,166 shares 35,166 $19.8M 0.1% +1,629 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: 21,919 shares; 2024Q4: 101,842 shares; 2025Q1: 187,638 shares; 2025Q2: 361,143 shares; 2025Q3: 384,407 shares; 2025Q4: 403,411 shares; 2026Q1: 397,684 shares 397,684 $19.8M 0.1% -5,727 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: 111,485 shares; 2024Q4: 150,348 shares; 2025Q1: 268,504 shares; 2025Q2: 279,644 shares; 2025Q3: 307,149 shares; 2025Q4: 347,256 shares; 2026Q1: 428,968 shares 428,968 $19.7M 0.1% +81,712 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: 81,278 shares; 2024Q4: 117,345 shares; 2025Q1: 132,970 shares; 2025Q2: 154,236 shares; 2025Q3: 183,613 shares; 2025Q4: 241,983 shares; 2026Q1: 296,010 shares 296,010 $19.6M 0.1% +54,027 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: 28,925 shares; 2024Q4: 40,460 shares; 2025Q1: 44,462 shares; 2025Q2: 71,990 shares; 2025Q3: 79,578 shares; 2025Q4: 82,395 shares; 2026Q1: 87,654 shares 87,654 $19.5M 0.1% +5,259 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,223 shares; 2024Q4: 17,721 shares; 2025Q1: 17,090 shares; 2025Q2: 274,051 shares; 2025Q3: 305,380 shares; 2025Q4: 313,713 shares; 2026Q1: 387,233 shares 387,233 $19.4M 0.1% +73,520 Timeline HYLS 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: 170,795 shares; 2025Q1: 304,124 shares; 2025Q2: 380,787 shares; 2025Q3: 412,611 shares; 2025Q4: 424,614 shares; 2026Q1: 474,310 shares 474,310 $19.2M 0.1% +49,696 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: 66,133 shares; 2024Q4: 129,093 shares; 2025Q1: 133,386 shares; 2025Q2: 139,595 shares; 2025Q3: 155,833 shares; 2025Q4: 158,304 shares; 2026Q1: 162,314 shares 162,314 $19.2M 0.09% +4,010 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,768 shares; 2025Q1: 201,256 shares; 2025Q2: 282,268 shares; 2025Q3: 369,428 shares; 2025Q4: 631,505 shares; 2026Q1: 730,014 shares 730,014 $19.2M 0.09% +98,509 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: 9,148 shares; 2024Q4: 38,044 shares; 2025Q1: 46,347 shares; 2025Q2: 58,862 shares; 2025Q3: 61,639 shares; 2025Q4: 64,369 shares; 2026Q1: 73,021 shares 73,021 $18.8M 0.09% +8,652 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,944 shares; 2024Q4: 592,279 shares; 2025Q1: 641,958 shares; 2025Q2: 689,035 shares; 2025Q3: 753,554 shares; 2025Q4: 943,201 shares; 2026Q1: 971,273 shares 971,273 $18.7M 0.09% +28,072 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: 40,948 shares; 2024Q4: 93,340 shares; 2025Q1: 104,469 shares; 2025Q2: 124,623 shares; 2025Q3: 159,694 shares; 2025Q4: 211,695 shares; 2026Q1: 203,693 shares 203,693 $18.6M 0.09% -8,002 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: 62,613 shares; 2024Q4: 117,758 shares; 2025Q1: 114,344 shares; 2025Q2: 158,557 shares; 2025Q3: 160,019 shares; 2025Q4: 169,422 shares; 2026Q1: 157,854 shares 157,854 $18.3M 0.09% -11,568 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: 17,243 shares; 2024Q4: 26,087 shares; 2025Q1: 29,672 shares; 2025Q2: 37,349 shares; 2025Q3: 42,419 shares; 2025Q4: 48,414 shares; 2026Q1: 55,491 shares 55,491 $18.2M 0.09% +7,077 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: 32,196 shares; 2025Q1: 36,148 shares; 2025Q2: 85,647 shares; 2025Q3: 94,429 shares; 2025Q4: 118,910 shares; 2026Q1: 147,160 shares 147,160 $18.1M 0.09% +28,250 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: 72,213 shares; 2024Q4: 162,549 shares; 2025Q1: 167,953 shares; 2025Q2: 174,305 shares; 2025Q3: 171,173 shares; 2025Q4: 209,200 shares; 2026Q1: 184,368 shares 184,368 $18M 0.09% -24,832 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,478 shares; 2024Q4: 243,701 shares; 2025Q1: 363,551 shares; 2025Q2: 377,270 shares; 2025Q3: 403,457 shares; 2025Q4: 476,819 shares; 2026Q1: 475,737 shares 475,737 $18M 0.09% -1,082 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,544 shares; 2024Q4: 131,896 shares; 2025Q1: 192,555 shares; 2025Q2: 189,711 shares; 2025Q3: 228,095 shares; 2025Q4: 400,563 shares; 2026Q1: 448,666 shares 448,666 $18M 0.09% +48,103 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: 71,626 shares; 2024Q4: 66,191 shares; 2025Q1: 62,244 shares; 2025Q2: 168,217 shares; 2025Q3: 190,051 shares; 2025Q4: 206,480 shares; 2026Q1: 203,770 shares 203,770 $18M 0.09% -2,710 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92,298 shares; 2025Q4: 169,645 shares; 2026Q1: 224,833 shares 224,833 $18M 0.09% +55,188 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: 75,009 shares; 2024Q4: 114,083 shares; 2025Q1: 123,738 shares; 2025Q2: 144,094 shares; 2025Q3: 159,524 shares; 2025Q4: 177,421 shares; 2026Q1: 184,529 shares 184,529 $17.8M 0.09% +7,108 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: 245,166 shares; 2024Q4: 365,103 shares; 2025Q1: 394,697 shares; 2025Q2: 398,731 shares; 2025Q3: 391,405 shares; 2025Q4: 387,096 shares; 2026Q1: 284,856 shares 284,856 $17.8M 0.09% -102,240 Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III 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: 264,448 shares; 2026Q1: 698,174 shares 698,174 $17.6M 0.09% +433,726 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140,255 shares; 2025Q3: 310,052 shares; 2025Q4: 357,422 shares; 2026Q1: 372,339 shares 372,339 $17.5M 0.09% +14,917 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: 15,986 shares; 2024Q4: 25,888 shares; 2025Q1: 33,214 shares; 2025Q2: 73,651 shares; 2025Q3: 73,937 shares; 2025Q4: 86,109 shares; 2026Q1: 92,062 shares 92,062 $17.4M 0.09% +5,953 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: 65,534 shares; 2024Q4: 101,629 shares; 2025Q1: 114,990 shares; 2025Q2: 144,914 shares; 2025Q3: 156,662 shares; 2025Q4: 164,391 shares; 2026Q1: 178,932 shares 178,932 $17.2M 0.09% +14,541 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,908 shares; 2024Q4: 41,923 shares; 2025Q1: 38,521 shares; 2025Q2: 290,064 shares; 2025Q3: 302,973 shares; 2025Q4: 453,288 shares; 2026Q1: 434,608 shares 434,608 $17.1M 0.08% -18,680 Timeline EMEQ NOMURA ETF TR More: the full row for NOMURA 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: not reported; 2025Q4: 316,469 shares; 2026Q1: 377,542 shares 377,542 $17.1M 0.08% +61,073 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: 20,221 shares; 2024Q4: 27,560 shares; 2025Q1: 89,889 shares; 2025Q2: 97,796 shares; 2025Q3: 101,140 shares; 2025Q4: 103,976 shares; 2026Q1: 100,607 shares 100,607 $17.1M 0.08% -3,369 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,855 shares; 2024Q4: 116,045 shares; 2025Q1: 121,451 shares; 2025Q2: 224,087 shares; 2025Q3: 717,141 shares; 2025Q4: 816,373 shares; 2026Q1: 826,489 shares 826,489 $16.9M 0.08% +10,116 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: 17,629 shares; 2024Q4: 23,148 shares; 2025Q1: 28,581 shares; 2025Q2: 30,689 shares; 2025Q3: 37,638 shares; 2025Q4: 62,242 shares; 2026Q1: 69,388 shares 69,388 $16.8M 0.08% +7,146 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: 89,346 shares; 2024Q4: 95,942 shares; 2025Q1: 94,319 shares; 2025Q2: 133,887 shares; 2025Q3: 221,635 shares; 2025Q4: 228,493 shares; 2026Q1: 343,105 shares 343,105 $16.8M 0.08% +114,612 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: 27,145 shares; 2024Q4: 67,691 shares; 2025Q1: 77,037 shares; 2025Q2: 99,435 shares; 2025Q3: 104,441 shares; 2025Q4: 109,111 shares; 2026Q1: 123,096 shares 123,096 $16.7M 0.08% +13,985 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,162 shares; 2024Q4: 12,898 shares; 2025Q1: 14,565 shares; 2025Q2: 161,664 shares; 2025Q3: 189,232 shares; 2025Q4: 149,213 shares; 2026Q1: 171,720 shares 171,720 $16.7M 0.08% +22,507 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: 19,228 shares; 2024Q4: 25,136 shares; 2025Q1: 29,545 shares; 2025Q2: 42,391 shares; 2025Q3: 47,145 shares; 2025Q4: 140,251 shares; 2026Q1: 172,308 shares 172,308 $16.6M 0.08% +32,057 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: 10,997 shares; 2024Q4: 11,401 shares; 2025Q1: 6,993 shares; 2025Q2: 4,675 shares; 2025Q3: 6,840 shares; 2025Q4: 42,829 shares; 2026Q1: 42,995 shares 42,995 $16.5M 0.08% +166 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,705 shares; 2024Q4: 115,615 shares; 2025Q1: 123,269 shares; 2025Q2: 177,879 shares; 2025Q3: 174,294 shares; 2025Q4: 153,977 shares; 2026Q1: 155,252 shares 155,252 $16.5M 0.08% +1,275 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 270,961 shares; 2026Q1: 366,350 shares 366,350 $16.4M 0.08% +95,389 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,898 shares; 2024Q4: 6,893 shares; 2025Q1: 9,159 shares; 2025Q2: 12,826 shares; 2025Q3: 29,522 shares; 2025Q4: 34,394 shares; 2026Q1: 35,294 shares 35,294 $16.3M 0.08% +900 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,892 shares; 2024Q4: 187,210 shares; 2025Q1: 188,759 shares; 2025Q2: 251,698 shares; 2025Q3: 266,393 shares; 2025Q4: 262,881 shares; 2026Q1: 293,889 shares 293,889 $16.3M 0.08% +31,008 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: 62,649 shares; 2024Q4: 99,934 shares; 2025Q1: 114,340 shares; 2025Q2: 142,749 shares; 2025Q3: 157,926 shares; 2025Q4: 171,140 shares; 2026Q1: 173,344 shares 173,344 $16.3M 0.08% +2,204 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: 113,740 shares; 2024Q4: 407,853 shares; 2025Q1: 431,092 shares; 2025Q2: 419,586 shares; 2025Q3: 455,006 shares; 2025Q4: 477,819 shares; 2026Q1: 528,237 shares 528,237 $16.2M 0.08% +50,418 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,200 shares; 2024Q4: 133,688 shares; 2025Q1: 129,499 shares; 2025Q2: 244,492 shares; 2025Q3: 264,831 shares; 2025Q4: 322,441 shares; 2026Q1: 257,130 shares 257,130 $16.2M 0.08% -65,311 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,188 shares; 2024Q4: 159,870 shares; 2025Q1: 178,409 shares; 2025Q2: 213,693 shares; 2025Q3: 194,022 shares; 2025Q4: 187,673 shares; 2026Q1: 192,740 shares 192,740 $16.1M 0.08% +5,067 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,229 shares; 2024Q4: 23,191 shares; 2025Q1: 26,306 shares; 2025Q2: 65,200 shares; 2025Q3: 87,264 shares; 2025Q4: 113,838 shares; 2026Q1: 162,293 shares 162,293 $15.9M 0.08% +48,455 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,695 shares; 2024Q4: 139,541 shares; 2025Q1: 144,797 shares; 2025Q2: 196,681 shares; 2025Q3: 220,336 shares; 2025Q4: 224,361 shares; 2026Q1: 275,709 shares 275,709 $15.9M 0.08% +51,348 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: 86,609 shares; 2024Q4: 134,614 shares; 2025Q1: 92,514 shares; 2025Q2: 128,230 shares; 2025Q3: 106,947 shares; 2025Q4: 111,822 shares; 2026Q1: 141,733 shares 141,733 $15.8M 0.08% +29,911 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,896 shares; 2024Q4: 188,943 shares; 2025Q1: 249,072 shares; 2025Q2: 254,592 shares; 2025Q3: 290,186 shares; 2025Q4: 321,085 shares; 2026Q1: 305,416 shares 305,416 $15.8M 0.08% -15,669 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,905 shares; 2024Q4: 2,787 shares; 2025Q1: 2,837 shares; 2025Q2: 6,767 shares; 2025Q3: 6,608 shares; 2025Q4: 6,430 shares; 2026Q1: 78,413 shares 78,413 $15.7M 0.08% +71,983 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: 23,213 shares; 2024Q4: 35,100 shares; 2025Q1: 36,039 shares; 2025Q2: 62,069 shares; 2025Q3: 71,862 shares; 2025Q4: 78,859 shares; 2026Q1: 90,202 shares 90,202 $15.6M 0.08% +11,343 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: 25,949 shares; 2024Q4: 24,892 shares; 2025Q1: 30,064 shares; 2025Q2: 121,424 shares; 2025Q3: 155,699 shares; 2025Q4: 302,274 shares; 2026Q1: 301,244 shares 301,244 $15.6M 0.08% -1,030 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: 40,905 shares; 2024Q4: 53,228 shares; 2025Q1: 61,724 shares; 2025Q2: 67,337 shares; 2025Q3: 128,616 shares; 2025Q4: 129,029 shares; 2026Q1: 192,446 shares 192,446 $15.5M 0.08% +63,417 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,574 shares; 2024Q4: 95,840 shares; 2025Q1: 127,860 shares; 2025Q2: 200,142 shares; 2025Q3: 269,285 shares; 2025Q4: 479,902 shares; 2026Q1: 566,123 shares 566,123 $15.4M 0.08% +86,221 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,378 shares; 2024Q4: 110,992 shares; 2025Q1: 104,527 shares; 2025Q2: 131,095 shares; 2025Q3: 145,135 shares; 2025Q4: 168,085 shares; 2026Q1: 192,563 shares 192,563 $15.3M 0.08% +24,478 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: 126,255 shares; 2024Q4: 192,102 shares; 2025Q1: 168,505 shares; 2025Q2: 200,340 shares; 2025Q3: 214,432 shares; 2025Q4: 183,889 shares; 2026Q1: 176,716 shares 176,716 $15.3M 0.08% -7,173 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: 26,771 shares; 2024Q4: 27,451 shares; 2025Q1: 48,532 shares; 2025Q2: 62,218 shares; 2025Q3: 68,067 shares; 2025Q4: 251,063 shares; 2026Q1: 334,773 shares 334,773 $15.3M 0.08% +83,710 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: 10,539 shares; 2024Q4: 14,475 shares; 2025Q1: 48,217 shares; 2025Q2: 112,084 shares; 2025Q3: 120,314 shares; 2025Q4: 74,233 shares; 2026Q1: 136,429 shares 136,429 $15.2M 0.08% +62,196 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,545 shares; 2024Q4: 101,025 shares; 2025Q1: 100,685 shares; 2025Q2: 137,579 shares; 2025Q3: 408,830 shares; 2025Q4: 469,799 shares; 2026Q1: 492,031 shares 492,031 $15M 0.07% +22,232 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,955 shares; 2025Q1: not reported; 2025Q2: 9,728 shares; 2025Q3: 9,869 shares; 2025Q4: 472,825 shares; 2026Q1: 488,589 shares 488,589 $14.8M 0.07% +15,764 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: 31,802 shares; 2024Q4: 65,220 shares; 2025Q1: 120,781 shares; 2025Q2: 171,791 shares; 2025Q3: 172,689 shares; 2025Q4: 194,727 shares; 2026Q1: 133,154 shares 133,154 $14.8M 0.07% -61,573 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,677 shares; 2024Q4: 115,182 shares; 2025Q1: 87,282 shares; 2025Q2: 86,045 shares; 2025Q3: 89,450 shares; 2025Q4: 573,300 shares; 2026Q1: 585,739 shares 585,739 $14.7M 0.07% +12,439 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,994 shares; 2024Q4: 172,840 shares; 2025Q1: 201,530 shares; 2025Q2: 150,689 shares; 2025Q3: 102,450 shares; 2025Q4: 127,185 shares; 2026Q1: 121,162 shares 121,162 $14.7M 0.07% -6,023 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: 53,800 shares; 2024Q4: 78,724 shares; 2025Q1: 87,795 shares; 2025Q2: 100,839 shares; 2025Q3: 117,596 shares; 2025Q4: 264,236 shares; 2026Q1: 319,915 shares 319,915 $14.7M 0.07% +55,679 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,505 shares; 2024Q4: 11,195 shares; 2025Q1: not reported; 2025Q2: 16,589 shares; 2025Q3: 20,774 shares; 2025Q4: 17,821 shares; 2026Q1: 649,026 shares 649,026 $14.6M 0.07% +631,205 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: 11,228 shares; 2024Q4: 15,061 shares; 2025Q1: 14,797 shares; 2025Q2: 22,680 shares; 2025Q3: 23,892 shares; 2025Q4: 29,675 shares; 2026Q1: 31,473 shares 31,473 $14.5M 0.07% +1,798 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,280 shares; 2024Q4: 81,572 shares; 2025Q1: 88,652 shares; 2025Q2: 103,331 shares; 2025Q3: 117,954 shares; 2025Q4: 124,805 shares; 2026Q1: 120,560 shares 120,560 $14.3M 0.07% -4,245 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,441 shares; 2024Q4: 13,509 shares; 2025Q1: 16,323 shares; 2025Q2: 30,693 shares; 2025Q3: 37,305 shares; 2025Q4: 44,495 shares; 2026Q1: 45,699 shares 45,699 $14.3M 0.07% +1,204 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: 42,566 shares; 2024Q4: 51,133 shares; 2025Q1: 57,001 shares; 2025Q2: 132,172 shares; 2025Q3: 150,652 shares; 2025Q4: 168,635 shares; 2026Q1: 149,992 shares 149,992 $14.2M 0.07% -18,643 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,855 shares; 2024Q4: 63,415 shares; 2025Q1: 45,846 shares; 2025Q2: 43,582 shares; 2025Q3: 42,543 shares; 2025Q4: 48,272 shares; 2026Q1: 49,049 shares 49,049 $14.1M 0.07% +777 Timeline FTXR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 367,478 shares 367,478 $14M 0.07% new Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,569 shares; 2024Q4: 110,217 shares; 2025Q1: 112,118 shares; 2025Q2: 106,569 shares; 2025Q3: 497,655 shares; 2025Q4: 514,764 shares; 2026Q1: 675,667 shares 675,667 $13.9M 0.07% +160,903 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: 70,365 shares 70,365 $13.9M 0.07% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,066 shares; 2024Q4: 58,906 shares; 2025Q1: 54,647 shares; 2025Q2: 77,704 shares; 2025Q3: 67,738 shares; 2025Q4: 90,781 shares; 2026Q1: 76,970 shares 76,970 $13.9M 0.07% -13,811 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,828 shares; 2024Q4: 149,090 shares; 2025Q1: 149,225 shares; 2025Q2: 154,033 shares; 2025Q3: 153,063 shares; 2025Q4: 155,868 shares; 2026Q1: 151,520 shares 151,520 $13.7M 0.07% -4,348 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: 10,182 shares; 2024Q4: 22,145 shares; 2025Q1: 29,552 shares; 2025Q2: 63,534 shares; 2025Q3: 70,827 shares; 2025Q4: 103,984 shares; 2026Q1: 178,414 shares 178,414 $13.7M 0.07% +74,430 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,454 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,978 shares; 2026Q1: 92,353 shares 92,353 $13.6M 0.07% +6,375 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282,556 shares; 2024Q4: 289,457 shares; 2025Q1: 282,006 shares; 2025Q2: 279,005 shares; 2025Q3: 276,178 shares; 2025Q4: 277,421 shares; 2026Q1: 270,057 shares 270,057 $13.6M 0.07% -7,364 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,804 shares; 2024Q4: 62,630 shares; 2025Q1: 88,994 shares; 2025Q2: 117,690 shares; 2025Q3: 157,065 shares; 2025Q4: 186,555 shares; 2026Q1: 187,694 shares 187,694 $13.5M 0.07% +1,139 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: 99,942 shares; 2024Q4: 224,027 shares; 2025Q1: 248,113 shares; 2025Q2: 296,771 shares; 2025Q3: 311,598 shares; 2025Q4: 259,988 shares; 2026Q1: 269,394 shares 269,394 $13.4M 0.07% +9,406 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: 8,645 shares; 2024Q4: 11,968 shares; 2025Q1: 11,978 shares; 2025Q2: 20,475 shares; 2025Q3: 21,445 shares; 2025Q4: 24,746 shares; 2026Q1: 26,876 shares 26,876 $13.2M 0.07% +2,130 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: 233,422 shares; 2024Q4: 356,687 shares; 2025Q1: 476,312 shares; 2025Q2: 477,121 shares; 2025Q3: 519,280 shares; 2025Q4: 668,735 shares; 2026Q1: 744,790 shares 744,790 $13.2M 0.07% +76,055 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,568 shares; 2024Q4: 85,837 shares; 2025Q1: 84,547 shares; 2025Q2: 92,682 shares; 2025Q3: 101,779 shares; 2025Q4: 168,146 shares; 2026Q1: 191,207 shares 191,207 $13.2M 0.07% +23,061 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,254 shares; 2024Q4: 77,428 shares; 2025Q1: 85,201 shares; 2025Q2: 89,344 shares; 2025Q3: 114,602 shares; 2025Q4: 216,960 shares; 2026Q1: 230,542 shares 230,542 $13.2M 0.07% +13,582 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,578 shares; 2025Q2: 6,346 shares; 2025Q3: 5,429 shares; 2025Q4: 353,764 shares; 2026Q1: 386,455 shares 386,455 $13.1M 0.06% +32,691 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,707 shares; 2025Q2: 102,637 shares; 2025Q3: 177,600 shares; 2025Q4: 334,182 shares; 2026Q1: 435,324 shares 435,324 $12.8M 0.06% +101,142 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: 50,220 shares; 2024Q4: 59,010 shares; 2025Q1: 62,684 shares; 2025Q2: 100,343 shares; 2025Q3: 98,989 shares; 2025Q4: 108,987 shares; 2026Q1: 87,484 shares 87,484 $12.8M 0.06% -21,503 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: 137,629 shares; 2026Q1: 139,905 shares 139,905 $12.6M 0.06% +2,276 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: 28,868 shares; 2024Q4: 51,344 shares; 2025Q1: 65,602 shares; 2025Q2: 106,441 shares; 2025Q3: 121,019 shares; 2025Q4: 137,742 shares; 2026Q1: 141,264 shares 141,264 $12.6M 0.06% +3,522 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: 97,837 shares; 2024Q4: 127,441 shares; 2025Q1: 138,118 shares; 2025Q2: 129,459 shares; 2025Q3: 118,604 shares; 2025Q4: 125,314 shares; 2026Q1: 117,712 shares 117,712 $12.5M 0.06% -7,602 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: 27,595 shares; 2024Q4: 39,089 shares; 2025Q1: 44,572 shares; 2025Q2: 70,746 shares; 2025Q3: 91,014 shares; 2025Q4: 100,563 shares; 2026Q1: 123,564 shares 123,564 $12.5M 0.06% +23,001 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,289 shares; 2024Q4: 15,810 shares; 2025Q1: 17,106 shares; 2025Q2: 32,936 shares; 2025Q3: 38,342 shares; 2025Q4: 51,403 shares; 2026Q1: 51,301 shares 51,301 $12.3M 0.06% -102 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,228 shares; 2024Q4: 29,949 shares; 2025Q1: 47,918 shares; 2025Q2: 53,512 shares; 2025Q3: 60,742 shares; 2025Q4: 63,380 shares; 2026Q1: 75,326 shares 75,326 $12.3M 0.06% +11,946 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,037 shares; 2024Q4: 80,872 shares; 2025Q1: 105,747 shares; 2025Q2: 148,700 shares; 2025Q3: 187,411 shares; 2025Q4: 208,622 shares; 2026Q1: 243,867 shares 243,867 $12.3M 0.06% +35,245 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,729 shares; 2024Q4: 100,411 shares; 2025Q1: 98,377 shares; 2025Q2: 92,914 shares; 2025Q3: 113,212 shares; 2025Q4: 117,088 shares; 2026Q1: 126,782 shares 126,782 $12.3M 0.06% +9,694 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,790 shares; 2025Q3: 17,493 shares; 2025Q4: 58,525 shares; 2026Q1: 145,063 shares 145,063 $12.3M 0.06% +86,538 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: 39,531 shares; 2024Q4: 66,085 shares; 2025Q1: 51,886 shares; 2025Q2: 92,197 shares; 2025Q3: 109,550 shares; 2025Q4: 167,953 shares; 2026Q1: 531,709 shares 531,709 $12.2M 0.06% +363,756 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: 96,263 shares; 2024Q4: 100,608 shares; 2025Q1: 104,635 shares; 2025Q2: 152,017 shares; 2025Q3: 147,957 shares; 2025Q4: 154,006 shares; 2026Q1: 257,139 shares 257,139 $12.2M 0.06% +103,133 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,716 shares; 2024Q4: 23,499 shares; 2025Q1: 28,051 shares; 2025Q2: 35,017 shares; 2025Q3: 36,538 shares; 2025Q4: 42,143 shares; 2026Q1: 42,872 shares 42,872 $12.1M 0.06% +729 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: 14,565 shares; 2024Q4: 34,399 shares; 2025Q1: 41,231 shares; 2025Q2: 63,211 shares; 2025Q3: 65,097 shares; 2025Q4: 94,181 shares; 2026Q1: 93,634 shares 93,634 $12.1M 0.06% -547 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: 6,415 shares; 2024Q4: 9,253 shares; 2025Q1: 9,198 shares; 2025Q2: 19,166 shares; 2025Q3: 23,508 shares; 2025Q4: 26,851 shares; 2026Q1: 28,801 shares 28,801 $12M 0.06% +1,950 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: 13,291 shares; 2025Q4: 86,587 shares; 2026Q1: 219,360 shares 219,360 $11.8M 0.06% +132,773 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: 14,549 shares; 2024Q4: 26,080 shares; 2025Q1: 75,055 shares; 2025Q2: 77,585 shares; 2025Q3: 79,407 shares; 2025Q4: 47,821 shares; 2026Q1: 32,819 shares 32,819 $11.8M 0.06% -15,002 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: 61,545 shares; 2024Q4: 75,804 shares; 2025Q1: 57,023 shares; 2025Q2: 68,214 shares; 2025Q3: 62,002 shares; 2025Q4: 74,142 shares; 2026Q1: 77,655 shares 77,655 $11.4M 0.06% +3,513 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: 3,680 shares; 2024Q4: 5,613 shares; 2025Q1: 6,079 shares; 2025Q2: 12,104 shares; 2025Q3: 15,447 shares; 2025Q4: 17,682 shares; 2026Q1: 16,683 shares 16,683 $11.4M 0.06% -999 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,881 shares; 2024Q4: 16,202 shares; 2025Q1: 9,597 shares; 2025Q2: 9,518 shares; 2025Q3: 87,513 shares; 2025Q4: 88,938 shares; 2026Q1: 118,862 shares 118,862 $11.1M 0.06% +29,924 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: 43,722 shares; 2024Q4: 85,619 shares; 2025Q1: 100,611 shares; 2025Q2: 128,258 shares; 2025Q3: 124,166 shares; 2025Q4: 141,714 shares; 2026Q1: 154,954 shares 154,954 $11.1M 0.05% +13,240 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: 7,603 shares; 2024Q4: 18,322 shares; 2025Q1: 28,310 shares; 2025Q2: 35,158 shares; 2025Q3: 39,490 shares; 2025Q4: 52,796 shares; 2026Q1: 43,715 shares 43,715 $11M 0.05% -9,081 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,709 shares; 2024Q4: 277,572 shares; 2025Q1: 342,403 shares; 2025Q2: 289,421 shares; 2025Q3: 254,842 shares; 2025Q4: 206,592 shares; 2026Q1: 205,947 shares 205,947 $10.9M 0.05% -645 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 3,058 shares; 2025Q1: 3,981 shares; 2025Q2: 3,628 shares; 2025Q3: 8,214 shares; 2025Q4: 24,530 shares; 2026Q1: 25,164 shares 25,164 $10.9M 0.05% +634 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,883 shares; 2024Q4: 6,166 shares; 2025Q1: 6,951 shares; 2025Q2: 12,661 shares; 2025Q3: 15,950 shares; 2025Q4: 17,334 shares; 2026Q1: 17,655 shares 17,655 $10.9M 0.05% +321 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,047 shares; 2025Q4: 175,282 shares; 2026Q1: 288,706 shares 288,706 $10.8M 0.05% +113,424 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,534 shares; 2024Q4: 8,788 shares; 2025Q1: 8,537 shares; 2025Q2: 8,870 shares; 2025Q3: 9,982 shares; 2025Q4: 12,994 shares; 2026Q1: 14,744 shares 14,744 $10.7M 0.05% +1,750 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: 162,586 shares; 2026Q1: 185,894 shares 185,894 $10.6M 0.05% +23,308 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,761 shares; 2025Q3: 19,310 shares; 2025Q4: 236,866 shares; 2026Q1: 240,507 shares 240,507 $10.6M 0.05% +3,641 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,710 shares; 2024Q4: 107,146 shares; 2025Q1: 112,316 shares; 2025Q2: 122,207 shares; 2025Q3: 134,594 shares; 2025Q4: 148,565 shares; 2026Q1: 132,028 shares 132,028 $10.5M 0.05% -16,537 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,253 shares; 2024Q4: 31,722 shares; 2025Q1: 56,937 shares; 2025Q2: 64,410 shares; 2025Q3: 93,165 shares; 2025Q4: 100,343 shares; 2026Q1: 105,849 shares 105,849 $10.5M 0.05% +5,506 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: 16,575 shares; 2024Q4: 44,843 shares; 2025Q1: 51,012 shares; 2025Q2: 69,338 shares; 2025Q3: 76,036 shares; 2025Q4: 87,224 shares; 2026Q1: 88,165 shares 88,165 $10.5M 0.05% +941 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: 6,124 shares; 2024Q4: 13,072 shares; 2025Q1: 13,953 shares; 2025Q2: 25,140 shares; 2025Q3: 27,949 shares; 2025Q4: 22,138 shares; 2026Q1: 23,387 shares 23,387 $10.5M 0.05% +1,249 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: 18,071 shares; 2024Q4: 24,732 shares; 2025Q1: 34,724 shares; 2025Q2: 38,276 shares; 2025Q3: 46,602 shares; 2025Q4: 80,139 shares; 2026Q1: 79,480 shares 79,480 $10.4M 0.05% -659 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373,330 shares; 2024Q4: 395,435 shares; 2025Q1: 379,917 shares; 2025Q2: 394,462 shares; 2025Q3: 391,312 shares; 2025Q4: 389,364 shares; 2026Q1: 421,486 shares 421,486 $10.4M 0.05% +32,122 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,800 shares; 2025Q2: 73,108 shares; 2025Q3: 131,305 shares; 2025Q4: 151,946 shares; 2026Q1: 163,622 shares 163,622 $10.4M 0.05% +11,676 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,592 shares; 2024Q4: 137,401 shares; 2025Q1: 130,975 shares; 2025Q2: 171,225 shares; 2025Q3: 158,570 shares; 2025Q4: 131,707 shares; 2026Q1: 122,176 shares 122,176 $10.4M 0.05% -9,531 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,084 shares; 2024Q4: 24,849 shares; 2025Q1: 31,882 shares; 2025Q2: 32,183 shares; 2025Q3: 35,708 shares; 2025Q4: 37,658 shares; 2026Q1: 43,500 shares 43,500 $10.3M 0.05% +5,842 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: 9,364 shares; 2025Q2: 118,318 shares; 2025Q3: 140,177 shares; 2025Q4: 196,059 shares; 2026Q1: 283,515 shares 283,515 $10.3M 0.05% +87,456 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,511 shares; 2024Q4: 86,404 shares; 2025Q1: 87,336 shares; 2025Q2: 99,871 shares; 2025Q3: 116,751 shares; 2025Q4: 127,451 shares; 2026Q1: 113,525 shares 113,525 $10.3M 0.05% -13,926 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: 7,422 shares; 2024Q4: 88,418 shares; 2025Q1: 87,458 shares; 2025Q2: 87,383 shares; 2025Q3: 89,163 shares; 2025Q4: 90,105 shares; 2026Q1: 86,242 shares 86,242 $10.2M 0.05% -3,863 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: 63,834 shares; 2024Q4: 99,772 shares; 2025Q1: 129,309 shares; 2025Q2: 124,979 shares; 2025Q3: 132,816 shares; 2025Q4: 137,684 shares; 2026Q1: 140,083 shares 140,083 $10.2M 0.05% +2,399 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: 71,335 shares; 2024Q4: 160,332 shares; 2025Q1: 173,975 shares; 2025Q2: 125,544 shares; 2025Q3: 209,621 shares; 2025Q4: 217,753 shares; 2026Q1: 208,412 shares 208,412 $10.2M 0.05% -9,341 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: 99,912 shares; 2024Q4: 136,392 shares; 2025Q1: 133,653 shares; 2025Q2: 168,886 shares; 2025Q3: 187,297 shares; 2025Q4: 189,210 shares; 2026Q1: 194,879 shares 194,879 $10.1M 0.05% +5,669 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: 9,106 shares; 2024Q4: 10,507 shares; 2025Q1: 16,175 shares; 2025Q2: 36,870 shares; 2025Q3: 56,339 shares; 2025Q4: 62,884 shares; 2026Q1: 55,052 shares 55,052 $10M 0.05% -7,832 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: 53,822 shares; 2024Q4: 70,927 shares; 2025Q1: 81,305 shares; 2025Q2: 70,547 shares; 2025Q3: 84,471 shares; 2025Q4: 102,490 shares; 2026Q1: 101,365 shares 101,365 $10M 0.05% -1,125 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,786 shares; 2024Q4: 95,696 shares; 2025Q1: 90,569 shares; 2025Q2: 100,978 shares; 2025Q3: 111,922 shares; 2025Q4: 118,573 shares; 2026Q1: 119,478 shares 119,478 $10M 0.05% +905 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: not reported; 2024Q4: 4,878 shares; 2025Q1: 29,263 shares; 2025Q2: 83,525 shares; 2025Q3: 86,269 shares; 2025Q4: 172,323 shares; 2026Q1: 175,676 shares 175,676 $9.94M 0.05% +3,353 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: 500,135 shares; 2024Q4: 832,743 shares; 2025Q1: 997,600 shares; 2025Q2: 607,733 shares; 2025Q3: 552,875 shares; 2025Q4: 376,658 shares; 2026Q1: 345,083 shares 345,083 $9.9M 0.05% -31,575 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,144 shares; 2024Q4: 39,977 shares; 2025Q1: 44,605 shares; 2025Q2: 46,299 shares; 2025Q3: 48,441 shares; 2025Q4: 61,027 shares; 2026Q1: 59,903 shares 59,903 $9.83M 0.05% -1,124 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: 1,909 shares; 2024Q4: 14,764 shares; 2025Q1: 15,949 shares; 2025Q2: 18,116 shares; 2025Q3: 15,796 shares; 2025Q4: 14,540 shares; 2026Q1: 13,303 shares 13,303 $9.82M 0.05% -1,237 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: 96,792 shares; 2024Q4: 146,328 shares; 2025Q1: 125,291 shares; 2025Q2: 169,769 shares; 2025Q3: 157,077 shares; 2025Q4: 127,412 shares; 2026Q1: 124,705 shares 124,705 $9.81M 0.05% -2,707 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 259,884 shares; 2025Q3: 269,949 shares; 2025Q4: 263,173 shares; 2026Q1: 270,859 shares 270,859 $9.81M 0.05% +7,686 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: 92,742 shares; 2024Q4: 133,043 shares; 2025Q1: 143,765 shares; 2025Q2: 120,079 shares; 2025Q3: 127,139 shares; 2025Q4: 142,840 shares; 2026Q1: 161,573 shares 161,573 $9.79M 0.05% +18,733 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: 11,901 shares; 2024Q4: 17,036 shares; 2025Q1: 15,669 shares; 2025Q2: 17,468 shares; 2025Q3: 19,834 shares; 2025Q4: 22,044 shares; 2026Q1: 22,634 shares 22,634 $9.79M 0.05% +590 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,601 shares; 2024Q4: 4,423 shares; 2025Q1: 9,056 shares; 2025Q2: 10,065 shares; 2025Q3: 12,686 shares; 2025Q4: 31,357 shares; 2026Q1: 64,704 shares 64,704 $9.78M 0.05% +33,347 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272,892 shares; 2024Q4: 235,421 shares; 2025Q1: 156,579 shares; 2025Q2: 126,322 shares; 2025Q3: 133,428 shares; 2025Q4: 156,305 shares; 2026Q1: 146,023 shares 146,023 $9.77M 0.05% -10,282 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: 57,660 shares; 2025Q3: 172,492 shares; 2025Q4: 203,966 shares; 2026Q1: 296,399 shares 296,399 $9.77M 0.05% +92,433 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: 12,442 shares; 2024Q4: 18,176 shares; 2025Q1: 19,614 shares; 2025Q2: 20,887 shares; 2025Q3: 22,416 shares; 2025Q4: 29,861 shares; 2026Q1: 27,138 shares 27,138 $9.67M 0.05% -2,723 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,856 shares; 2024Q4: 38,388 shares; 2025Q1: 37,273 shares; 2025Q2: 34,739 shares; 2025Q3: 86,648 shares; 2025Q4: 95,684 shares; 2026Q1: 94,482 shares 94,482 $9.67M 0.05% -1,202 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: 11,874 shares; 2024Q4: 43,811 shares; 2025Q1: 38,082 shares; 2025Q2: 40,526 shares; 2025Q3: 45,930 shares; 2025Q4: 79,157 shares; 2026Q1: 65,763 shares 65,763 $9.65M 0.05% -13,394 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: 30,211 shares; 2024Q4: 36,855 shares; 2025Q1: 52,517 shares; 2025Q2: 247,852 shares; 2025Q3: 269,398 shares; 2025Q4: 347,029 shares; 2026Q1: 354,536 shares 354,536 $9.63M 0.05% +7,507 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,986 shares; 2024Q4: 7,654 shares; 2025Q1: 3,423 shares; 2025Q2: not reported; 2025Q3: 2,725 shares; 2025Q4: 46,248 shares; 2026Q1: 53,257 shares 53,257 $9.58M 0.05% +7,009 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,297 shares; 2024Q4: 15,621 shares; 2025Q1: 15,345 shares; 2025Q2: 16,187 shares; 2025Q3: 431,298 shares; 2025Q4: 580,094 shares; 2026Q1: 555,192 shares 555,192 $9.51M 0.05% -24,902 Timeline SMCO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,127 shares; 2025Q1: 49,383 shares; 2025Q2: 31,798 shares; 2025Q3: 147,920 shares; 2025Q4: 188,877 shares; 2026Q1: 348,456 shares 348,456 $9.42M 0.05% +159,579 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,665 shares; 2024Q4: 9,364 shares; 2025Q1: 12,182 shares; 2025Q2: 25,724 shares; 2025Q3: 25,631 shares; 2025Q4: 29,885 shares; 2026Q1: 35,262 shares 35,262 $9.4M 0.05% +5,377 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,097 shares; 2024Q4: 71,516 shares; 2025Q1: 63,386 shares; 2025Q2: 102,174 shares; 2025Q3: 97,433 shares; 2025Q4: 91,518 shares; 2026Q1: 79,179 shares 79,179 $9.39M 0.05% -12,339 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,667 shares; 2025Q1: 16,380 shares; 2025Q2: 14,836 shares; 2025Q3: 56,223 shares; 2025Q4: 147,206 shares; 2026Q1: 169,870 shares 169,870 $9.31M 0.05% +22,664 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: 6,672 shares; 2024Q4: 15,784 shares; 2025Q1: 19,012 shares; 2025Q2: 49,894 shares; 2025Q3: 57,805 shares; 2025Q4: 47,132 shares; 2026Q1: 49,699 shares 49,699 $9.28M 0.05% +2,567 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,929 shares; 2024Q4: 20,184 shares; 2025Q1: 19,803 shares; 2025Q2: 21,228 shares; 2025Q3: 22,786 shares; 2025Q4: 22,757 shares; 2026Q1: 23,652 shares 23,652 $9.27M 0.05% +895 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,255 shares; 2025Q3: 14,302 shares; 2025Q4: 214,096 shares; 2026Q1: 310,027 shares 310,027 $9.24M 0.05% +95,931 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97,976 shares; 2025Q3: 97,976 shares; 2025Q4: 221,126 shares; 2026Q1: 221,126 shares 221,126 $9.19M 0.05% 0 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: 38,835 shares; 2024Q4: 44,792 shares; 2025Q1: 42,538 shares; 2025Q2: 111,335 shares; 2025Q3: 136,743 shares; 2025Q4: 156,084 shares; 2026Q1: 178,327 shares 178,327 $9.18M 0.05% +22,243 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,567 shares; 2025Q1: 60,716 shares; 2025Q2: 110,159 shares; 2025Q3: 168,050 shares; 2025Q4: 251,092 shares; 2026Q1: 290,506 shares 290,506 $9.18M 0.05% +39,414 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: 14,352 shares; 2024Q4: 23,315 shares; 2025Q1: 25,299 shares; 2025Q2: 26,472 shares; 2025Q3: 30,994 shares; 2025Q4: 37,703 shares; 2026Q1: 48,195 shares 48,195 $9.14M 0.05% +10,492 Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,555 shares; 2025Q2: 21,579 shares; 2025Q3: 21,949 shares; 2025Q4: 28,666 shares; 2026Q1: 340,322 shares 340,322 $9.1M 0.04% +311,656 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 76,778 shares; 2025Q3: 89,368 shares; 2025Q4: 294,251 shares; 2026Q1: 350,870 shares 350,870 $9.06M 0.04% +56,619 Timeline HBDC TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 348,514 shares; 2025Q4: 370,152 shares; 2026Q1: 369,887 shares 369,887 $9.04M 0.04% -265 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,455 shares; 2024Q4: 17,534 shares; 2025Q1: 19,507 shares; 2025Q2: 19,461 shares; 2025Q3: 20,544 shares; 2025Q4: 21,902 shares; 2026Q1: 29,901 shares 29,901 $9.03M 0.04% +7,999 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,865 shares; 2024Q4: 83,993 shares; 2025Q1: 100,377 shares; 2025Q2: 138,477 shares; 2025Q3: 157,608 shares; 2025Q4: 173,986 shares; 2026Q1: 132,525 shares 132,525 $9.03M 0.04% -41,461 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,537 shares; 2024Q4: 5,842 shares; 2025Q1: 6,593 shares; 2025Q2: 23,887 shares; 2025Q3: 27,277 shares; 2025Q4: 29,354 shares; 2026Q1: 33,297 shares 33,297 $9.03M 0.04% +3,943 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,175 shares; 2024Q4: 120,301 shares; 2025Q1: 141,430 shares; 2025Q2: 158,931 shares; 2025Q3: 174,543 shares; 2025Q4: 513,482 shares; 2026Q1: 575,550 shares 575,550 $9.02M 0.04% +62,068 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,085 shares; 2024Q4: 58,586 shares; 2025Q1: 63,398 shares; 2025Q2: 68,817 shares; 2025Q3: 71,897 shares; 2025Q4: 84,432 shares; 2026Q1: 94,755 shares 94,755 $9M 0.04% +10,323 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: 31,818 shares; 2024Q4: 145,494 shares; 2025Q1: 164,209 shares; 2025Q2: 243,686 shares; 2025Q3: 277,922 shares; 2025Q4: 297,181 shares; 2026Q1: 308,490 shares 308,490 $8.99M 0.04% +11,309 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,127 shares; 2024Q4: 64,614 shares; 2025Q1: 77,065 shares; 2025Q2: 88,611 shares; 2025Q3: 107,346 shares; 2025Q4: 156,125 shares; 2026Q1: 154,513 shares 154,513 $8.96M 0.04% -1,612 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,470 shares; 2024Q4: 138,626 shares; 2025Q1: 149,756 shares; 2025Q2: 165,411 shares; 2025Q3: 174,410 shares; 2025Q4: 180,718 shares; 2026Q1: 179,098 shares 179,098 $8.9M 0.04% -1,620 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,368 shares; 2024Q4: 12,830 shares; 2025Q1: 20,522 shares; 2025Q2: 23,030 shares; 2025Q3: 83,137 shares; 2025Q4: 86,675 shares; 2026Q1: 96,803 shares 96,803 $8.88M 0.04% +10,128 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,180 shares; 2024Q4: 35,911 shares; 2025Q1: 40,244 shares; 2025Q2: 31,187 shares; 2025Q3: 34,084 shares; 2025Q4: 48,635 shares; 2026Q1: 84,510 shares 84,510 $8.76M 0.04% +35,875 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: 10,163 shares; 2024Q4: 18,569 shares; 2025Q1: 19,568 shares; 2025Q2: 34,030 shares; 2025Q3: 33,386 shares; 2025Q4: 32,051 shares; 2026Q1: 35,810 shares 35,810 $8.73M 0.04% +3,759 Timeline RDVI 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: 124,769 shares; 2024Q4: 153,066 shares; 2025Q1: 201,725 shares; 2025Q2: 26,522 shares; 2025Q3: 194,310 shares; 2025Q4: 323,135 shares; 2026Q1: 338,910 shares 338,910 $8.67M 0.04% +15,775 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,231 shares; 2024Q4: 50,262 shares; 2025Q1: 50,166 shares; 2025Q2: 48,296 shares; 2025Q3: 68,025 shares; 2025Q4: 160,963 shares; 2026Q1: 182,942 shares 182,942 $8.63M 0.04% +21,979 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 7 shares; 2025Q1: 11 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $8.62M 0.04% 0 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,149 shares; 2024Q4: 194,070 shares; 2025Q1: 224,715 shares; 2025Q2: 250,310 shares; 2025Q3: 311,839 shares; 2025Q4: 285,730 shares; 2026Q1: 366,120 shares 366,120 $8.55M 0.04% +80,390 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,253 shares; 2024Q4: 4,827 shares; 2025Q1: 5,584 shares; 2025Q2: 7,020 shares; 2025Q3: 8,417 shares; 2025Q4: 15,549 shares; 2026Q1: 15,879 shares 15,879 $8.54M 0.04% +330 Timeline FIIG 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: 213,173 shares; 2025Q2: 285,445 shares; 2025Q3: 370,040 shares; 2025Q4: 392,686 shares; 2026Q1: 411,271 shares 411,271 $8.53M 0.04% +18,585 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,529 shares; 2025Q1: 24,885 shares; 2025Q2: 33,539 shares; 2025Q3: 34,043 shares; 2025Q4: 112,526 shares; 2026Q1: 128,773 shares 128,773 $8.5M 0.04% +16,247 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,201 shares; 2024Q4: 22,219 shares; 2025Q1: 18,258 shares; 2025Q2: 21,399 shares; 2025Q3: 22,876 shares; 2025Q4: 62,774 shares; 2026Q1: 72,118 shares 72,118 $8.47M 0.04% +9,344 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,079 shares; 2024Q4: 4,299 shares; 2025Q1: 3,718 shares; 2025Q2: 80,410 shares; 2025Q3: 86,182 shares; 2025Q4: 91,884 shares; 2026Q1: 91,235 shares 91,235 $8.42M 0.04% -649 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: 10,503 shares; 2024Q4: 13,707 shares; 2025Q1: 13,845 shares; 2025Q2: 14,703 shares; 2025Q3: 14,799 shares; 2025Q4: 15,419 shares; 2026Q1: 17,693 shares 17,693 $8.4M 0.04% +2,274 Timeline VOOV 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: 14,229 shares; 2024Q4: 20,882 shares; 2025Q1: 22,999 shares; 2025Q2: 30,307 shares; 2025Q3: 29,819 shares; 2025Q4: 40,290 shares; 2026Q1: 41,142 shares 41,142 $8.38M 0.04% +852 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX 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: 13,700 shares; 2025Q3: 14,588 shares; 2025Q4: 72,684 shares; 2026Q1: 153,360 shares 153,360 $8.38M 0.04% +80,676 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: 16,826 shares; 2024Q4: 30,737 shares; 2025Q1: 28,759 shares; 2025Q2: 31,157 shares; 2025Q3: 45,772 shares; 2025Q4: 57,229 shares; 2026Q1: 51,582 shares 51,582 $8.34M 0.04% -5,647 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: 102,903 shares; 2024Q4: 128,390 shares; 2025Q1: 147,173 shares; 2025Q2: 146,566 shares; 2025Q3: 144,715 shares; 2025Q4: 173,690 shares; 2026Q1: 188,354 shares 188,354 $8.31M 0.04% +14,664 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,744 shares; 2024Q4: 3,014 shares; 2025Q1: 3,930 shares; 2025Q2: 12,732 shares; 2025Q3: 13,401 shares; 2025Q4: 16,445 shares; 2026Q1: 18,946 shares 18,946 $8.28M 0.04% +2,501 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: 12,203 shares; 2024Q4: 19,520 shares; 2025Q1: 22,042 shares; 2025Q2: 18,975 shares; 2025Q3: 54,380 shares; 2025Q4: 61,876 shares; 2026Q1: 53,248 shares 53,248 $8.26M 0.04% -8,628 Timeline PCMM 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: 122,098 shares; 2025Q4: 139,373 shares; 2026Q1: 167,401 shares 167,401 $8.24M 0.04% +28,028 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,958 shares; 2024Q4: 61,946 shares; 2025Q1: 61,741 shares; 2025Q2: 66,744 shares; 2025Q3: 117,694 shares; 2025Q4: 118,047 shares; 2026Q1: 133,186 shares 133,186 $8.22M 0.04% +15,139 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,178 shares; 2024Q4: 103,598 shares; 2025Q1: 145,211 shares; 2025Q2: 184,881 shares; 2025Q3: 202,878 shares; 2025Q4: 199,854 shares; 2026Q1: 143,327 shares 143,327 $8.22M 0.04% -56,527 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,569 shares; 2024Q4: 14,007 shares; 2025Q1: 17,466 shares; 2025Q2: 24,845 shares; 2025Q3: 26,335 shares; 2025Q4: 28,345 shares; 2026Q1: 27,070 shares 27,070 $8.22M 0.04% -1,275 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: 63,973 shares; 2024Q4: 136,887 shares; 2025Q1: 123,649 shares; 2025Q2: 106,083 shares; 2025Q3: 117,451 shares; 2025Q4: 106,906 shares; 2026Q1: 87,372 shares 87,372 $8.18M 0.04% -19,534 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,832 shares; 2024Q4: 113,323 shares; 2025Q1: 114,791 shares; 2025Q2: 118,320 shares; 2025Q3: 122,553 shares; 2025Q4: 128,768 shares; 2026Q1: 130,413 shares 130,413 $8.16M 0.04% +1,645 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: 305,390 shares; 2024Q4: 413,975 shares; 2025Q1: 352,555 shares; 2025Q2: 294,224 shares; 2025Q3: 316,552 shares; 2025Q4: 319,682 shares; 2026Q1: 326,066 shares 326,066 $8.14M 0.04% +6,384 Timeline APIE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,563 shares; 2024Q4: 84,443 shares; 2025Q1: 140,123 shares; 2025Q2: 117,298 shares; 2025Q3: 123,270 shares; 2025Q4: 215,354 shares; 2026Q1: 228,561 shares 228,561 $8.06M 0.04% +13,207 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: 9,972 shares; 2024Q4: 29,695 shares; 2025Q1: 31,704 shares; 2025Q2: 30,317 shares; 2025Q3: 31,573 shares; 2025Q4: 49,267 shares; 2026Q1: 56,755 shares 56,755 $8.03M 0.04% +7,488 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,984 shares; 2025Q1: 11,286 shares; 2025Q2: 12,734 shares; 2025Q3: 69,428 shares; 2025Q4: 111,953 shares; 2026Q1: 202,824 shares 202,824 $7.96M 0.04% +90,871 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,832 shares; 2024Q4: 45,147 shares; 2025Q1: 37,526 shares; 2025Q2: 28,201 shares; 2025Q3: 60,983 shares; 2025Q4: 49,519 shares; 2026Q1: 79,293 shares 79,293 $7.94M 0.04% +29,774 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: 12,479 shares; 2024Q4: 14,112 shares; 2025Q1: 45,700 shares; 2025Q2: 78,532 shares; 2025Q3: 81,095 shares; 2025Q4: 86,069 shares; 2026Q1: 89,988 shares 89,988 $7.91M 0.04% +3,919 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND 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: 186,704 shares; 2026Q1: 222,848 shares 222,848 $7.91M 0.04% +36,144 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,483 shares; 2024Q4: 143,658 shares; 2025Q1: 173,042 shares; 2025Q2: 168,314 shares; 2025Q3: 167,083 shares; 2025Q4: 193,953 shares; 2026Q1: 191,680 shares 191,680 $7.87M 0.04% -2,273 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: 53,314 shares; 2024Q4: 81,363 shares; 2025Q1: 80,543 shares; 2025Q2: 98,503 shares; 2025Q3: 98,837 shares; 2025Q4: 99,822 shares; 2026Q1: 197,535 shares 197,535 $7.84M 0.04% +97,713 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,474 shares; 2024Q4: 111,743 shares; 2025Q1: 121,613 shares; 2025Q2: 156,160 shares; 2025Q3: 119,743 shares; 2025Q4: 115,751 shares; 2026Q1: 113,189 shares 113,189 $7.79M 0.04% -2,562 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: 10,344 shares; 2024Q4: 13,101 shares; 2025Q1: 19,643 shares; 2025Q2: 24,531 shares; 2025Q3: 27,938 shares; 2025Q4: 32,861 shares; 2026Q1: 32,007 shares 32,007 $7.78M 0.04% -854 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,086 shares; 2025Q3: 18,392 shares; 2025Q4: 26,056 shares; 2026Q1: 39,411 shares 39,411 $7.77M 0.04% +13,355 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: 959 shares; 2024Q4: 2,906 shares; 2025Q1: 6,512 shares; 2025Q2: 8,035 shares; 2025Q3: 12,374 shares; 2025Q4: 13,616 shares; 2026Q1: 14,141 shares 14,141 $7.74M 0.04% +525 Timeline FCA FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX 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: not reported; 2025Q4: 102,626 shares; 2026Q1: 246,980 shares 246,980 $7.74M 0.04% +144,354 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,169 shares; 2024Q4: 7,127 shares; 2025Q1: 6,159 shares; 2025Q2: 7,128 shares; 2025Q3: 5,478 shares; 2025Q4: 46,756 shares; 2026Q1: 55,233 shares 55,233 $7.71M 0.04% +8,477 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: 17,703 shares; 2024Q4: 41,317 shares; 2025Q1: 40,026 shares; 2025Q2: 49,820 shares; 2025Q3: 61,484 shares; 2025Q4: 78,322 shares; 2026Q1: 126,097 shares 126,097 $7.67M 0.04% +47,775 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: 32,711 shares; 2024Q4: 32,332 shares; 2025Q1: 28,811 shares; 2025Q2: 68,805 shares; 2025Q3: 94,471 shares; 2025Q4: 111,027 shares; 2026Q1: 131,171 shares 131,171 $7.67M 0.04% +20,144 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,386 shares; 2024Q4: 63,219 shares; 2025Q1: 65,399 shares; 2025Q2: 71,188 shares; 2025Q3: 72,759 shares; 2025Q4: 215,195 shares; 2026Q1: 321,791 shares 321,791 $7.66M 0.04% +106,596 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,178 shares; 2024Q4: 17,419 shares; 2025Q1: 14,212 shares; 2025Q2: 44,243 shares; 2025Q3: 55,677 shares; 2025Q4: 217,688 shares; 2026Q1: 292,212 shares 292,212 $7.66M 0.04% +74,524 Timeline FEUZ FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX 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: not reported; 2025Q4: 48,939 shares; 2026Q1: 122,323 shares 122,323 $7.62M 0.04% +73,384 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,316 shares; 2025Q1: 65,942 shares; 2025Q2: 146,697 shares; 2025Q3: 188,054 shares; 2025Q4: 187,401 shares; 2026Q1: 149,650 shares 149,650 $7.61M 0.04% -37,751 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: 8,742 shares; 2024Q4: 17,373 shares; 2025Q1: 21,584 shares; 2025Q2: 39,947 shares; 2025Q3: 43,977 shares; 2025Q4: 43,365 shares; 2026Q1: 44,825 shares 44,825 $7.58M 0.04% +1,460 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: 37,971 shares; 2024Q4: 48,571 shares; 2025Q1: 48,632 shares; 2025Q2: 61,980 shares; 2025Q3: 89,470 shares; 2025Q4: 118,280 shares; 2026Q1: 133,872 shares 133,872 $7.58M 0.04% +15,592 Timeline WTBN 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: 81,427 shares; 2024Q4: 91,596 shares; 2025Q1: 121,775 shares; 2025Q2: 221,493 shares; 2025Q3: 248,698 shares; 2025Q4: 256,319 shares; 2026Q1: 297,543 shares 297,543 $7.55M 0.04% +41,224 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,625 shares; 2024Q4: 23,465 shares; 2025Q1: 24,432 shares; 2025Q2: 24,427 shares; 2025Q3: 27,519 shares; 2025Q4: 33,472 shares; 2026Q1: 36,184 shares 36,184 $7.54M 0.04% +2,712 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,071 shares; 2024Q4: 56,431 shares; 2025Q1: 38,596 shares; 2025Q2: 32,293 shares; 2025Q3: 38,457 shares; 2025Q4: 111,601 shares; 2026Q1: 163,538 shares 163,538 $7.52M 0.04% +51,937 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: 8,294 shares; 2024Q4: 9,577 shares; 2025Q1: 9,739 shares; 2025Q2: 16,331 shares; 2025Q3: 22,242 shares; 2025Q4: 73,371 shares; 2026Q1: 73,354 shares 73,354 $7.49M 0.04% -17 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,663 shares; 2024Q4: 37,664 shares; 2025Q1: 41,852 shares; 2025Q2: 49,814 shares; 2025Q3: 33,381 shares; 2025Q4: 42,749 shares; 2026Q1: 38,117 shares 38,117 $7.48M 0.04% -4,632 Timeline FKU FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX 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: not reported; 2025Q4: 59,172 shares; 2026Q1: 148,376 shares 148,376 $7.47M 0.04% +89,204 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,722 shares; 2024Q4: 69,373 shares; 2025Q1: 76,297 shares; 2025Q2: 79,198 shares; 2025Q3: 80,447 shares; 2025Q4: 96,754 shares; 2026Q1: 94,685 shares 94,685 $7.44M 0.04% -2,069 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,703 shares; 2024Q4: 30,687 shares; 2025Q1: 32,674 shares; 2025Q2: 86,222 shares; 2025Q3: 88,351 shares; 2025Q4: 204,859 shares; 2026Q1: 398,467 shares 398,467 $7.43M 0.04% +193,608 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES 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: 136,459 shares; 2025Q3: 154,758 shares; 2025Q4: 184,033 shares; 2026Q1: 187,582 shares 187,582 $7.39M 0.04% +3,549 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: 32,867 shares; 2024Q4: 27,944 shares; 2025Q1: 26,672 shares; 2025Q2: 34,568 shares; 2025Q3: 51,467 shares; 2025Q4: 72,234 shares; 2026Q1: 78,173 shares 78,173 $7.36M 0.04% +5,939 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,261 shares; 2024Q4: 172,304 shares; 2025Q1: 179,567 shares; 2025Q2: 178,175 shares; 2025Q3: 215,764 shares; 2025Q4: 382,138 shares; 2026Q1: 407,399 shares 407,399 $7.35M 0.04% +25,261 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: 12,330 shares; 2024Q4: 40,227 shares; 2025Q1: 46,832 shares; 2025Q2: 39,334 shares; 2025Q3: 38,894 shares; 2025Q4: 59,561 shares; 2026Q1: 64,896 shares 64,896 $7.29M 0.04% +5,335 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: 3,915 shares; 2024Q4: 23,811 shares; 2025Q1: 27,335 shares; 2025Q2: 75,546 shares; 2025Q3: 93,337 shares; 2025Q4: 115,804 shares; 2026Q1: 145,180 shares 145,180 $7.26M 0.04% +29,376 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: 10,425 shares; 2024Q4: 12,178 shares; 2025Q1: 13,650 shares; 2025Q2: 19,355 shares; 2025Q3: 21,346 shares; 2025Q4: 22,522 shares; 2026Q1: 23,034 shares 23,034 $7.23M 0.04% +512 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: 59,424 shares; 2024Q4: 91,639 shares; 2025Q1: 99,627 shares; 2025Q2: 118,096 shares; 2025Q3: 130,369 shares; 2025Q4: 137,691 shares; 2026Q1: 151,875 shares 151,875 $7.23M 0.04% +14,184 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,472 shares; 2024Q4: 11,363 shares; 2025Q1: 10,996 shares; 2025Q2: 12,824 shares; 2025Q3: 12,175 shares; 2025Q4: 6,777 shares; 2026Q1: 23,001 shares 23,001 $7.18M 0.04% +16,224 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: 12,992 shares; 2024Q4: 21,252 shares; 2025Q1: 22,868 shares; 2025Q2: 28,670 shares; 2025Q3: 29,407 shares; 2025Q4: 31,138 shares; 2026Q1: 36,292 shares 36,292 $7.17M 0.04% +5,154 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: 27,970 shares; 2024Q4: 27,114 shares; 2025Q1: 30,691 shares; 2025Q2: 39,165 shares; 2025Q3: 42,038 shares; 2025Q4: 46,460 shares; 2026Q1: 52,736 shares 52,736 $7.14M 0.04% +6,276 Timeline FGM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX 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: not reported; 2025Q4: 48,239 shares; 2026Q1: 118,936 shares 118,936 $7.14M 0.04% +70,697 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,808 shares; 2025Q2: not reported; 2025Q3: 88,877 shares; 2025Q4: 94,503 shares; 2026Q1: 142,456 shares 142,456 $7.1M 0.04% +47,953 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,299 shares; 2024Q4: 136,244 shares; 2025Q1: 159,955 shares; 2025Q2: 252,955 shares; 2025Q3: 296,416 shares; 2025Q4: 351,606 shares; 2026Q1: 366,517 shares 366,517 $7.07M 0.03% +14,911 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,639 shares; 2024Q4: 2,061 shares; 2025Q1: 2,029 shares; 2025Q2: 16,084 shares; 2025Q3: 16,287 shares; 2025Q4: 18,381 shares; 2026Q1: 18,436 shares 18,436 $7M 0.03% +55 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,111 shares; 2024Q4: 29,641 shares; 2025Q1: 30,503 shares; 2025Q2: 47,656 shares; 2025Q3: 58,486 shares; 2025Q4: 86,386 shares; 2026Q1: 99,018 shares 99,018 $7M 0.03% +12,632 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: 19,923 shares; 2024Q4: 37,142 shares; 2025Q1: 36,444 shares; 2025Q2: 40,153 shares; 2025Q3: 42,235 shares; 2025Q4: 43,284 shares; 2026Q1: 44,379 shares 44,379 $6.98M 0.03% +1,095 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,054 shares; 2024Q4: 74,054 shares; 2025Q1: 71,115 shares; 2025Q2: 141,930 shares; 2025Q3: 143,841 shares; 2025Q4: 167,247 shares; 2026Q1: 175,524 shares 175,524 $6.98M 0.03% +8,277 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: 3,483 shares; 2024Q4: 4,692 shares; 2025Q1: 5,597 shares; 2025Q2: 29,761 shares; 2025Q3: 39,411 shares; 2025Q4: 42,919 shares; 2026Q1: 50,444 shares 50,444 $6.97M 0.03% +7,525 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,227 shares; 2024Q4: 21,623 shares; 2025Q1: 21,995 shares; 2025Q2: 52,546 shares; 2025Q3: 54,583 shares; 2025Q4: 56,509 shares; 2026Q1: 56,623 shares 56,623 $6.9M 0.03% +114 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: 128,226 shares; 2024Q4: 89,728 shares; 2025Q1: 72,844 shares; 2025Q2: 59,060 shares; 2025Q3: 70,560 shares; 2025Q4: 88,334 shares; 2026Q1: 83,517 shares 83,517 $6.9M 0.03% -4,817 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: 14,479 shares; 2024Q4: 22,567 shares; 2025Q1: 22,982 shares; 2025Q2: 29,400 shares; 2025Q3: 31,116 shares; 2025Q4: 34,690 shares; 2026Q1: 40,244 shares 40,244 $6.87M 0.03% +5,554 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: 53,151 shares; 2024Q4: 54,163 shares; 2025Q1: 42,207 shares; 2025Q2: 46,228 shares; 2025Q3: 32,004 shares; 2025Q4: 130,254 shares; 2026Q1: 133,962 shares 133,962 $6.85M 0.03% +3,708 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,685 shares; 2024Q4: 21,758 shares; 2025Q1: 31,402 shares; 2025Q2: 37,025 shares; 2025Q3: 37,431 shares; 2025Q4: 64,284 shares; 2026Q1: 61,849 shares 61,849 $6.85M 0.03% -2,435 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: 5,177 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,530 shares; 2025Q3: 26,909 shares; 2025Q4: 103,526 shares; 2026Q1: 145,866 shares 145,866 $6.84M 0.03% +42,340 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: 2,497 shares; 2024Q4: 5,918 shares; 2025Q1: 9,632 shares; 2025Q2: 17,511 shares; 2025Q3: 20,880 shares; 2025Q4: 24,778 shares; 2026Q1: 24,570 shares 24,570 $6.83M 0.03% -208 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: 10,574 shares; 2025Q3: 99,956 shares; 2025Q4: 141,713 shares; 2026Q1: 187,972 shares 187,972 $6.79M 0.03% +46,259 Timeline RWJ 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: 48,743 shares; 2024Q4: 115,839 shares; 2025Q1: 127,854 shares; 2025Q2: 121,751 shares; 2025Q3: 127,838 shares; 2025Q4: 125,635 shares; 2026Q1: 132,887 shares 132,887 $6.71M 0.03% +7,252 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,606 shares; 2024Q4: 19,668 shares; 2025Q1: 20,393 shares; 2025Q2: 22,854 shares; 2025Q3: 24,436 shares; 2025Q4: 28,135 shares; 2026Q1: 26,378 shares 26,378 $6.61M 0.03% -1,757 Timeline TFI 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: 82,949 shares; 2024Q4: 124,445 shares; 2025Q1: 126,664 shares; 2025Q2: 146,768 shares; 2025Q3: 139,330 shares; 2025Q4: 141,892 shares; 2026Q1: 145,693 shares 145,693 $6.61M 0.03% +3,801 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,352 shares; 2024Q4: 60,998 shares; 2025Q1: 51,691 shares; 2025Q2: 70,242 shares; 2025Q3: 71,074 shares; 2025Q4: 71,948 shares; 2026Q1: 70,451 shares 70,451 $6.54M 0.03% -1,497 Timeline XBI 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: 6,669 shares; 2024Q4: 18,347 shares; 2025Q1: 18,243 shares; 2025Q2: 23,566 shares; 2025Q3: 25,288 shares; 2025Q4: 35,190 shares; 2026Q1: 51,024 shares 51,024 $6.52M 0.03% +15,834 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,453 shares; 2024Q4: 42,569 shares; 2025Q1: 52,498 shares; 2025Q2: 61,877 shares; 2025Q3: 64,918 shares; 2025Q4: 67,877 shares; 2026Q1: 70,348 shares 70,348 $6.51M 0.03% +2,471 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: 25,678 shares; 2024Q4: 33,866 shares; 2025Q1: 48,383 shares; 2025Q2: 65,243 shares; 2025Q3: 70,111 shares; 2025Q4: 85,248 shares; 2026Q1: 77,735 shares 77,735 $6.47M 0.03% -7,513 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,790 shares; 2025Q1: 22,735 shares; 2025Q2: 50,351 shares; 2025Q3: 105,631 shares; 2025Q4: 125,888 shares; 2026Q1: 128,448 shares 128,448 $6.44M 0.03% +2,560 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: 12,116 shares; 2024Q4: 26,444 shares; 2025Q1: 25,911 shares; 2025Q2: 39,791 shares; 2025Q3: 42,058 shares; 2025Q4: 49,692 shares; 2026Q1: 42,715 shares 42,715 $6.43M 0.03% -6,977 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,928 shares; 2025Q2: 17,930 shares; 2025Q3: 20,194 shares; 2025Q4: 22,354 shares; 2026Q1: 31,524 shares 31,524 $6.39M 0.03% +9,170 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,730 shares; 2024Q4: 110,730 shares; 2025Q1: 111,335 shares; 2025Q2: 113,805 shares; 2025Q3: 134,014 shares; 2025Q4: 133,889 shares; 2026Q1: 133,884 shares 133,884 $6.39M 0.03% -5 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: 510,005 shares; 2024Q4: 855,770 shares; 2025Q1: 753,736 shares; 2025Q2: 635,485 shares; 2025Q3: 452,198 shares; 2025Q4: 379,572 shares; 2026Q1: 369,059 shares 369,059 $6.38M 0.03% -10,513 Timeline ASCE ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU 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: 198,946 shares; 2025Q4: 226,955 shares; 2026Q1: 228,146 shares 228,146 $6.36M 0.03% +1,191 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: not reported; 2024Q4: not reported; 2025Q1: 31,852 shares; 2025Q2: 53,440 shares; 2025Q3: 81,293 shares; 2025Q4: 114,396 shares; 2026Q1: 120,493 shares 120,493 $6.36M 0.03% +6,097 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: 33,366 shares; 2024Q4: 37,142 shares; 2025Q1: 37,295 shares; 2025Q2: 51,318 shares; 2025Q3: 60,934 shares; 2025Q4: 68,232 shares; 2026Q1: 189,360 shares 189,360 $6.35M 0.03% +121,128 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,521 shares; 2024Q4: 25,692 shares; 2025Q1: 27,909 shares; 2025Q2: 37,674 shares; 2025Q3: 42,235 shares; 2025Q4: 56,995 shares; 2026Q1: 64,599 shares 64,599 $6.35M 0.03% +7,604 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,189 shares; 2024Q4: 7,909 shares; 2025Q1: 7,152 shares; 2025Q2: 9,408 shares; 2025Q3: 13,970 shares; 2025Q4: 30,680 shares; 2026Q1: 32,247 shares 32,247 $6.32M 0.03% +1,567 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,743 shares; 2024Q4: 12,668 shares; 2025Q1: 12,385 shares; 2025Q2: 18,995 shares; 2025Q3: 20,867 shares; 2025Q4: 35,420 shares; 2026Q1: 43,493 shares 43,493 $6.32M 0.03% +8,073 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,329 shares; 2025Q4: 65,299 shares; 2026Q1: 172,624 shares 172,624 $6.29M 0.03% +107,325 Timeline SPGP 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: not reported; 2025Q3: 48,648 shares; 2025Q4: 51,242 shares; 2026Q1: 58,385 shares 58,385 $6.28M 0.03% +7,143 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,849 shares; 2024Q4: 41,437 shares; 2025Q1: 52,729 shares; 2025Q2: 105,728 shares; 2025Q3: 103,701 shares; 2025Q4: 103,610 shares; 2026Q1: 129,154 shares 129,154 $6.23M 0.03% +25,544 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,183 shares; 2024Q4: 116,960 shares; 2025Q1: 133,854 shares; 2025Q2: 140,858 shares; 2025Q3: 141,844 shares; 2025Q4: 139,913 shares; 2026Q1: 137,170 shares 137,170 $6.21M 0.03% -2,743 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,182 shares; 2024Q4: 12,133 shares; 2025Q1: 16,472 shares; 2025Q2: 22,640 shares; 2025Q3: 27,330 shares; 2025Q4: 30,903 shares; 2026Q1: 30,140 shares 30,140 $6.21M 0.03% -763 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: 50,649 shares; 2025Q1: 53,425 shares; 2025Q2: 54,080 shares; 2025Q3: 55,953 shares; 2025Q4: 57,998 shares; 2026Q1: 64,467 shares 64,467 $6.16M 0.03% +6,469 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: 2,642 shares; 2024Q4: 20,584 shares; 2025Q1: 29,688 shares; 2025Q2: 32,301 shares; 2025Q3: 34,015 shares; 2025Q4: 28,942 shares; 2026Q1: 29,658 shares 29,658 $6.11M 0.03% +716 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,718 shares; 2025Q4: 6,377 shares; 2026Q1: 52,722 shares 52,722 $6.09M 0.03% +46,345 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,370 shares; 2025Q1: 13,174 shares; 2025Q2: 14,754 shares; 2025Q3: 15,211 shares; 2025Q4: 20,559 shares; 2026Q1: 169,066 shares 169,066 $6.02M 0.03% +148,507 Timeline APCB TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,879 shares; 2024Q4: 47,409 shares; 2025Q1: 62,075 shares; 2025Q2: 61,345 shares; 2025Q3: 84,436 shares; 2025Q4: 165,100 shares; 2026Q1: 202,984 shares 202,984 $5.98M 0.03% +37,884 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,517 shares; 2024Q4: 6,713 shares; 2025Q1: 7,767 shares; 2025Q2: 9,083 shares; 2025Q3: 9,746 shares; 2025Q4: 10,004 shares; 2026Q1: 9,877 shares 9,877 $5.97M 0.03% -127 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 2,088 shares; 2025Q1: 3,401 shares; 2025Q2: 5,904 shares; 2025Q3: 6,417 shares; 2025Q4: 22,127 shares; 2026Q1: 26,582 shares 26,582 $5.96M 0.03% +4,455 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,998 shares; 2024Q4: 20,780 shares; 2025Q1: 29,717 shares; 2025Q2: 30,437 shares; 2025Q3: 34,261 shares; 2025Q4: 69,247 shares; 2026Q1: 54,703 shares 54,703 $5.95M 0.03% -14,544 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,087 shares; 2024Q4: 34,366 shares; 2025Q1: 44,012 shares; 2025Q2: 47,281 shares; 2025Q3: 80,440 shares; 2025Q4: 93,491 shares; 2026Q1: 89,836 shares 89,836 $5.93M 0.03% -3,655 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,420 shares; 2024Q4: 116,370 shares; 2025Q1: 85,763 shares; 2025Q2: 85,363 shares; 2025Q3: 77,751 shares; 2025Q4: 80,089 shares; 2026Q1: 75,476 shares 75,476 $5.86M 0.03% -4,613 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,244 shares; 2024Q4: 30,039 shares; 2025Q1: 91,697 shares; 2025Q2: 99,940 shares; 2025Q3: 104,190 shares; 2025Q4: 110,800 shares; 2026Q1: 110,553 shares 110,553 $5.82M 0.03% -247 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,030 shares; 2024Q4: 87,392 shares; 2025Q1: 84,077 shares; 2025Q2: 178,094 shares; 2025Q3: 155,155 shares; 2025Q4: 177,782 shares; 2026Q1: 181,635 shares 181,635 $5.8M 0.03% +3,853 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,668 shares; 2024Q4: 2,936 shares; 2025Q1: 4,247 shares; 2025Q2: 5,503 shares; 2025Q3: 5,693 shares; 2025Q4: 20,446 shares; 2026Q1: 23,053 shares 23,053 $5.79M 0.03% +2,607 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 176,036 shares 176,036 $5.76M 0.03% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,373 shares; 2024Q4: 4,138 shares; 2025Q1: 6,387 shares; 2025Q2: 15,510 shares; 2025Q3: 15,705 shares; 2025Q4: 17,998 shares; 2026Q1: 17,272 shares 17,272 $5.75M 0.03% -726 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,748 shares; 2025Q1: 58,535 shares; 2025Q2: 137,463 shares; 2025Q3: 143,804 shares; 2025Q4: 154,044 shares; 2026Q1: 145,702 shares 145,702 $5.75M 0.03% -8,342 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,351 shares; 2024Q4: 75,839 shares; 2025Q1: 87,935 shares; 2025Q2: 111,691 shares; 2025Q3: 118,802 shares; 2025Q4: 144,923 shares; 2026Q1: 148,831 shares 148,831 $5.68M 0.03% +3,908 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: 4,147 shares; 2024Q4: 5,255 shares; 2025Q1: 5,243 shares; 2025Q2: 7,459 shares; 2025Q3: 7,377 shares; 2025Q4: 15,581 shares; 2026Q1: 14,227 shares 14,227 $5.67M 0.03% -1,354 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,981 shares; 2024Q4: 36,533 shares; 2025Q1: 42,929 shares; 2025Q2: 41,364 shares; 2025Q3: 42,434 shares; 2025Q4: 55,071 shares; 2026Q1: 61,116 shares 61,116 $5.66M 0.03% +6,045 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: 6,498 shares; 2024Q4: 8,739 shares; 2025Q1: 10,915 shares; 2025Q2: 14,760 shares; 2025Q3: 15,206 shares; 2025Q4: 19,268 shares; 2026Q1: 20,519 shares 20,519 $5.63M 0.03% +1,251 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,341 shares; 2024Q4: 19,275 shares; 2025Q1: 21,993 shares; 2025Q2: 21,658 shares; 2025Q3: 32,367 shares; 2025Q4: 52,625 shares; 2026Q1: 56,000 shares 56,000 $5.63M 0.03% +3,375 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: 136,873 shares 136,873 $5.63M 0.03% 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: 5,918 shares; 2024Q4: 9,647 shares; 2025Q1: 16,634 shares; 2025Q2: 16,628 shares; 2025Q3: 18,639 shares; 2025Q4: 21,435 shares; 2026Q1: 24,273 shares 24,273 $5.58M 0.03% +2,838 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,635 shares; 2024Q4: 6,397 shares; 2025Q1: 6,228 shares; 2025Q2: 11,390 shares; 2025Q3: 12,342 shares; 2025Q4: 15,352 shares; 2026Q1: 17,028 shares 17,028 $5.57M 0.03% +1,676 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,944 shares; 2024Q4: 51,700 shares; 2025Q1: 60,192 shares; 2025Q2: 76,234 shares; 2025Q3: 81,112 shares; 2025Q4: 77,414 shares; 2026Q1: 93,319 shares 93,319 $5.49M 0.03% +15,905 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 798 shares; 2024Q4: 934 shares; 2025Q1: 1,113 shares; 2025Q2: 2,120 shares; 2025Q3: 2,345 shares; 2025Q4: 2,879 shares; 2026Q1: 2,866 shares 2,866 $5.44M 0.03% -13 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,064 shares; 2024Q4: 6,851 shares; 2025Q1: 7,666 shares; 2025Q2: 10,108 shares; 2025Q3: 9,479 shares; 2025Q4: 15,516 shares; 2026Q1: 16,864 shares 16,864 $5.42M 0.03% +1,348 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,990 shares; 2025Q3: 13,256 shares; 2025Q4: 111,237 shares; 2026Q1: 163,588 shares 163,588 $5.42M 0.03% +52,351 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: 1,708 shares; 2024Q4: 3,169 shares; 2025Q1: 29,272 shares; 2025Q2: 29,581 shares; 2025Q3: 30,658 shares; 2025Q4: 32,039 shares; 2026Q1: 32,993 shares 32,993 $5.38M 0.03% +954 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: 2,106 shares; 2024Q4: 4,751 shares; 2025Q1: 10,567 shares; 2025Q2: 10,302 shares; 2025Q3: 10,501 shares; 2025Q4: 13,005 shares; 2026Q1: 13,178 shares 13,178 $5.37M 0.03% +173 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,225 shares; 2025Q1: 9,325 shares; 2025Q2: 10,396 shares; 2025Q3: 9,394 shares; 2025Q4: 7,241 shares; 2026Q1: 7,562 shares 7,562 $5.37M 0.03% +321 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 3,131 shares; 2025Q1: 1,671 shares; 2025Q2: 1,449 shares; 2025Q3: 1,435 shares; 2025Q4: 25,756 shares; 2026Q1: 25,766 shares 25,766 $5.36M 0.03% +10 Timeline