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: 51,360,730 shares; 2024Q4: 51,303,099 shares; 2025Q1: 101,305,650 shares; 2025Q2: 51,293,980 shares; 2025Q3: 51,364,189 shares; 2025Q4: 51,333,220 shares; 2026Q1: 51,328,908 shares 51,328,908 $47.2B 27.26% -4,312 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: 14,785,364 shares; 2024Q4: 15,123,633 shares; 2025Q1: 15,270,271 shares; 2025Q2: 15,375,370 shares; 2025Q3: 15,453,057 shares; 2025Q4: 15,763,521 shares; 2026Q1: 15,679,384 shares 15,679,384 $10.2B 5.91% -84,137 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,719,823 shares; 2024Q4: 19,350,242 shares; 2025Q1: 19,212,466 shares; 2025Q2: 19,111,492 shares; 2025Q3: 19,233,102 shares; 2025Q4: 19,086,315 shares; 2026Q1: 18,967,095 shares 18,967,095 $4.81B 2.78% -119,220 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: 9,436,069 shares; 2024Q4: 9,244,759 shares; 2025Q1: 9,166,782 shares; 2025Q2: 9,139,154 shares; 2025Q3: 9,261,382 shares; 2025Q4: 9,145,243 shares; 2026Q1: 9,124,106 shares 9,124,106 $3.38B 1.95% -21,137 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: 4,213,441 shares; 2024Q4: 4,176,981 shares; 2025Q1: 4,144,794 shares; 2025Q2: 4,088,119 shares; 2025Q3: 4,049,400 shares; 2025Q4: 4,065,809 shares; 2026Q1: 3,903,472 shares 3,903,472 $2.54B 1.47% -162,337 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: 8,597,682 shares; 2024Q4: 8,533,681 shares; 2025Q1: 8,527,273 shares; 2025Q2: 8,480,898 shares; 2025Q3: 8,921,814 shares; 2025Q4: 8,792,990 shares; 2026Q1: 8,795,230 shares 8,795,230 $2.53B 1.46% +2,240 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: 6,893,184 shares; 2024Q4: 6,834,223 shares; 2025Q1: 6,789,550 shares; 2025Q2: 6,755,668 shares; 2025Q3: 6,849,208 shares; 2025Q4: 6,744,967 shares; 2026Q1: 6,659,286 shares 6,659,286 $1.96B 1.13% -85,681 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: 6,961,114 shares; 2024Q4: 9,150,425 shares; 2025Q1: 9,623,230 shares; 2025Q2: 10,092,364 shares; 2025Q3: 10,655,959 shares; 2025Q4: 10,693,548 shares; 2026Q1: 11,057,975 shares 11,057,975 $1.93B 1.11% +364,427 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: 10,782,008 shares; 2024Q4: 10,719,437 shares; 2025Q1: 10,629,938 shares; 2025Q2: 10,518,446 shares; 2025Q3: 10,681,632 shares; 2025Q4: 10,419,471 shares; 2026Q1: 10,288,120 shares 10,288,120 $1.75B 1.01% -131,351 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: 3,089,591 shares; 2024Q4: 3,116,706 shares; 2025Q1: 3,105,782 shares; 2025Q2: 3,062,983 shares; 2025Q3: 3,071,021 shares; 2025Q4: 3,036,463 shares; 2026Q1: 2,974,572 shares 2,974,572 $1.72B 0.99% -61,891 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: 14,921,871 shares; 2024Q4: 14,972,561 shares; 2025Q1: 15,359,042 shares; 2025Q2: 16,039,614 shares; 2025Q3: 16,362,800 shares; 2025Q4: 16,742,550 shares; 2026Q1: 16,811,167 shares 16,811,167 $1.52B 0.88% +68,617 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: 5,056,206 shares; 2024Q4: 4,804,682 shares; 2025Q1: 4,809,642 shares; 2025Q2: 4,818,752 shares; 2025Q3: 4,794,070 shares; 2025Q4: 4,682,560 shares; 2026Q1: 4,679,585 shares 4,679,585 $1.45B 0.84% -2,975 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: 6,539,068 shares; 2024Q4: 6,523,542 shares; 2025Q1: 6,594,373 shares; 2025Q2: 6,632,605 shares; 2025Q3: 6,678,437 shares; 2025Q4: 6,713,440 shares; 2026Q1: 6,828,548 shares 6,828,548 $1.42B 0.82% +115,108 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: 6,213,679 shares; 2024Q4: 6,084,909 shares; 2025Q1: 6,051,985 shares; 2025Q2: 5,996,619 shares; 2025Q3: 6,135,187 shares; 2025Q4: 5,985,190 shares; 2026Q1: 5,752,985 shares 5,752,985 $1.41B 0.81% -232,205 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: 935,549 shares; 2024Q4: 1,063,469 shares; 2025Q1: 5,702,843 shares; 2025Q2: 6,858,260 shares; 2025Q3: 10,210,842 shares; 2025Q4: 11,951,894 shares; 2026Q1: 16,561,195 shares 16,561,195 $1.38B 0.8% +4,609,301 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: 3,133,470 shares; 2024Q4: 3,120,331 shares; 2025Q1: 3,099,072 shares; 2025Q2: 3,112,830 shares; 2025Q3: 3,110,490 shares; 2025Q4: 3,064,892 shares; 2026Q1: 3,057,823 shares 3,057,823 $1.3B 0.75% -7,069 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,141 shares; 2024Q4: 12,279 shares; 2025Q1: 39,794 shares; 2025Q2: 47,935 shares; 2025Q3: 11,984,678 shares; 2025Q4: 23,314,197 shares; 2026Q1: 27,168,276 shares 27,168,276 $1.27B 0.73% +3,854,079 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,741,271 shares; 2024Q4: 75,276,309 shares; 2025Q1: 75,255,876 shares; 2025Q2: 74,977,747 shares; 2025Q3: 74,668,046 shares; 2025Q4: 74,398,593 shares; 2026Q1: 74,134,243 shares 74,134,243 $1.26B 0.73% -264,350 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: 36,625,741 shares; 2024Q4: 39,816,820 shares; 2025Q1: 41,036,037 shares; 2025Q2: 41,157,180 shares; 2025Q3: 48,268,533 shares; 2025Q4: 52,947,846 shares; 2026Q1: 54,704,163 shares 54,704,163 $1.25B 0.72% +1,756,317 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,910,893 shares; 2024Q4: 4,911,189 shares; 2025Q1: 4,910,823 shares; 2025Q2: 4,910,661 shares; 2025Q3: 4,910,562 shares; 2025Q4: 4,910,351 shares; 2026Q1: 4,909,034 shares 4,909,034 $1.23B 0.71% -1,317 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: 13,509,371 shares; 2024Q4: 13,436,472 shares; 2025Q1: 13,157,154 shares; 2025Q2: 12,897,853 shares; 2025Q3: 12,747,480 shares; 2025Q4: 12,497,707 shares; 2026Q1: 12,333,478 shares 12,333,478 $1.2B 0.69% -164,229 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: 7,831,955 shares; 2024Q4: 7,679,398 shares; 2025Q1: 7,296,524 shares; 2025Q2: 7,080,789 shares; 2025Q3: 6,755,853 shares; 2025Q4: 6,445,591 shares; 2026Q1: 6,138,151 shares 6,138,151 $1.18B 0.68% -307,440 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: 8,288,400 shares; 2024Q4: 8,180,655 shares; 2025Q1: 8,148,518 shares; 2025Q2: 8,061,800 shares; 2025Q3: 8,086,388 shares; 2025Q4: 7,855,792 shares; 2026Q1: 7,693,061 shares 7,693,061 $1.11B 0.64% -162,731 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: 16,534,559 shares; 2024Q4: 16,591,359 shares; 2025Q1: 15,779,484 shares; 2025Q2: 15,612,577 shares; 2025Q3: 15,630,513 shares; 2025Q4: 15,612,476 shares; 2026Q1: 15,872,639 shares 15,872,639 $1.07B 0.62% +260,163 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: not reported; 2024Q4: not reported; 2025Q1: 6,179,549 shares; 2025Q2: 16,158,842 shares; 2025Q3: 14,070,399 shares; 2025Q4: 13,752,416 shares; 2026Q1: 13,221,779 shares 13,221,779 $1.07B 0.62% -530,637 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: 3,210,564 shares; 2024Q4: 3,159,385 shares; 2025Q1: 3,142,405 shares; 2025Q2: 3,127,479 shares; 2025Q3: 3,215,979 shares; 2025Q4: 3,156,888 shares; 2026Q1: 3,190,635 shares 3,190,635 $1.05B 0.61% +33,747 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: 11,526,615 shares; 2024Q4: 11,895,641 shares; 2025Q1: 12,311,022 shares; 2025Q2: 12,852,948 shares; 2025Q3: 13,289,934 shares; 2025Q4: 13,755,377 shares; 2026Q1: 15,024,436 shares 15,024,436 $1.05B 0.61% +1,269,059 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: 18,877,057 shares; 2024Q4: 19,089,313 shares; 2025Q1: 19,456,952 shares; 2025Q2: 19,788,159 shares; 2025Q3: 15,755,575 shares; 2025Q4: 12,308,471 shares; 2026Q1: 11,696,187 shares 11,696,187 $1.03B 0.59% -612,284 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: 8,174,489 shares; 2024Q4: 8,820,344 shares; 2025Q1: 8,935,306 shares; 2025Q2: 9,128,626 shares; 2025Q3: 9,425,011 shares; 2025Q4: 9,884,685 shares; 2026Q1: 10,336,251 shares 10,336,251 $1.03B 0.59% +451,566 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: 2,345,281 shares; 2024Q4: 2,309,346 shares; 2025Q1: 2,319,874 shares; 2025Q2: 2,329,175 shares; 2025Q3: 2,328,423 shares; 2025Q4: 2,286,543 shares; 2026Q1: 2,285,943 shares 2,285,943 $998M 0.58% -600 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: 8,143,297 shares; 2024Q4: 8,136,908 shares; 2025Q1: 8,100,347 shares; 2025Q2: 8,024,639 shares; 2025Q3: 7,878,292 shares; 2025Q4: 7,957,626 shares; 2026Q1: 7,569,528 shares 7,569,528 $941M 0.54% -388,098 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: 8,222,192 shares; 2024Q4: 8,100,071 shares; 2025Q1: 7,844,171 shares; 2025Q2: 7,723,259 shares; 2025Q3: 7,867,962 shares; 2025Q4: 7,621,832 shares; 2026Q1: 7,530,441 shares 7,530,441 $906M 0.52% -91,391 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: 4,338,647 shares; 2024Q4: 4,142,322 shares; 2025Q1: 4,138,199 shares; 2025Q2: 4,085,956 shares; 2025Q3: 4,295,432 shares; 2025Q4: 4,142,939 shares; 2026Q1: 4,114,966 shares 4,114,966 $895M 0.52% -27,973 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: 6,562,462 shares; 2024Q4: 7,019,949 shares; 2025Q1: 7,291,842 shares; 2025Q2: 7,834,447 shares; 2025Q3: 13,843,342 shares; 2025Q4: 15,474,236 shares; 2026Q1: 16,455,753 shares 16,455,753 $869M 0.5% +981,517 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: 3,075,970 shares; 2024Q4: 3,082,417 shares; 2025Q1: 2,793,902 shares; 2025Q2: 2,824,681 shares; 2025Q3: 2,884,879 shares; 2025Q4: 2,867,188 shares; 2026Q1: 2,760,408 shares 2,760,408 $834M 0.48% -106,780 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: 4,160,341 shares; 2024Q4: 4,156,445 shares; 2025Q1: 4,226,122 shares; 2025Q2: 4,265,950 shares; 2025Q3: 4,305,594 shares; 2025Q4: 4,243,341 shares; 2026Q1: 4,247,947 shares 4,247,947 $833M 0.48% +4,606 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: 2,469,504 shares; 2024Q4: 2,437,281 shares; 2025Q1: 2,419,538 shares; 2025Q2: 2,385,776 shares; 2025Q3: 2,358,504 shares; 2025Q4: 2,297,491 shares; 2026Q1: 2,329,545 shares 2,329,545 $831M 0.48% +32,054 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: 9,152,736 shares; 2024Q4: 8,919,677 shares; 2025Q1: 8,660,639 shares; 2025Q2: 8,689,604 shares; 2025Q3: 8,497,206 shares; 2025Q4: 8,457,292 shares; 2026Q1: 8,399,549 shares 8,399,549 $816M 0.47% -57,743 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: 2,910,022 shares; 2024Q4: 2,823,270 shares; 2025Q1: 2,801,703 shares; 2025Q2: 2,843,415 shares; 2025Q3: 2,858,442 shares; 2025Q4: 2,833,352 shares; 2026Q1: 2,841,449 shares 2,841,449 $815M 0.47% +8,097 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: 3,918,183 shares; 2024Q4: 3,863,644 shares; 2025Q1: 3,852,456 shares; 2025Q2: 3,756,368 shares; 2025Q3: 4,020,869 shares; 2025Q4: 3,906,180 shares; 2026Q1: 3,928,530 shares 3,928,530 $813M 0.47% +22,350 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: 2,823,744 shares; 2024Q4: 2,790,587 shares; 2025Q1: 2,624,866 shares; 2025Q2: 2,592,768 shares; 2025Q3: 2,682,093 shares; 2025Q4: 2,650,207 shares; 2026Q1: 2,613,399 shares 2,613,399 $812M 0.47% -36,808 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,755,967 shares; 2024Q4: 9,637,029 shares; 2025Q1: 9,291,281 shares; 2025Q2: 8,602,910 shares; 2025Q3: 8,414,922 shares; 2025Q4: 8,487,110 shares; 2026Q1: 8,428,734 shares 8,428,734 $804M 0.46% -58,376 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,524,295 shares; 2024Q4: 31,005,400 shares; 2025Q1: 30,593,403 shares; 2025Q2: 31,568,040 shares; 2025Q3: 22,375,935 shares; 2025Q4: 18,239,931 shares; 2026Q1: 17,309,402 shares 17,309,402 $800M 0.46% -930,529 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: 3,130,181 shares; 2024Q4: 3,125,652 shares; 2025Q1: 3,054,391 shares; 2025Q2: 2,995,588 shares; 2025Q3: 2,990,928 shares; 2025Q4: 2,990,278 shares; 2026Q1: 3,187,467 shares 3,187,467 $790M 0.46% +197,189 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: 1,250,348 shares; 2024Q4: 1,257,937 shares; 2025Q1: 1,295,495 shares; 2025Q2: 1,345,118 shares; 2025Q3: 1,358,036 shares; 2025Q4: 1,368,240 shares; 2026Q1: 1,377,342 shares 1,377,342 $788M 0.45% +9,102 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: 7,366,762 shares; 2024Q4: 7,338,394 shares; 2025Q1: 7,158,356 shares; 2025Q2: 7,528,127 shares; 2025Q3: 7,257,669 shares; 2025Q4: 7,336,158 shares; 2026Q1: 7,185,272 shares 7,185,272 $763M 0.44% -150,886 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: 2,456,836 shares; 2024Q4: 2,434,605 shares; 2025Q1: 2,549,338 shares; 2025Q2: 2,549,479 shares; 2025Q3: 2,459,008 shares; 2025Q4: 2,356,186 shares; 2026Q1: 2,337,078 shares 2,337,078 $750M 0.43% -19,108 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: 3,247,266 shares; 2024Q4: 3,386,955 shares; 2025Q1: 3,355,155 shares; 2025Q2: 3,412,793 shares; 2025Q3: 3,391,670 shares; 2025Q4: 3,557,589 shares; 2026Q1: 3,385,962 shares 3,385,962 $723M 0.42% -171,627 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: 1,172 shares; 2024Q4: 1,149 shares; 2025Q1: 1,117 shares; 2025Q2: 1,084 shares; 2025Q3: 1,045 shares; 2025Q4: 1,009 shares; 2026Q1: 984 shares 984 $707M 0.41% -25 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: 2,370,206 shares; 2024Q4: 2,375,851 shares; 2025Q1: 2,352,154 shares; 2025Q2: 2,315,383 shares; 2025Q3: 2,319,449 shares; 2025Q4: 2,304,639 shares; 2026Q1: 2,358,867 shares 2,358,867 $677M 0.39% +54,228 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: 560,010 shares; 2024Q4: 583,810 shares; 2025Q1: 580,290 shares; 2025Q2: 582,158 shares; 2025Q3: 581,610 shares; 2025Q4: 626,294 shares; 2026Q1: 630,814 shares 630,814 $629M 0.36% +4,520 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: 2,124,373 shares; 2024Q4: 2,116,965 shares; 2025Q1: 2,109,664 shares; 2025Q2: 2,123,462 shares; 2025Q3: 2,106,154 shares; 2025Q4: 2,106,338 shares; 2026Q1: 2,102,746 shares 2,102,746 $628M 0.36% -3,592 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: 8,112,229 shares; 2024Q4: 8,187,196 shares; 2025Q1: 7,582,196 shares; 2025Q2: 7,656,203 shares; 2025Q3: 7,684,416 shares; 2025Q4: 8,008,451 shares; 2026Q1: 8,246,925 shares 8,246,925 $619M 0.36% +238,474 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: 4,678,522 shares; 2024Q4: 4,567,532 shares; 2025Q1: 4,174,061 shares; 2025Q2: 4,065,536 shares; 2025Q3: 4,291,389 shares; 2025Q4: 4,033,169 shares; 2026Q1: 3,972,068 shares 3,972,068 $617M 0.36% -61,101 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: 5,329,231 shares; 2024Q4: 5,478,191 shares; 2025Q1: 5,491,788 shares; 2025Q2: 5,568,243 shares; 2025Q3: 5,550,827 shares; 2025Q4: 5,430,342 shares; 2026Q1: 5,390,020 shares 5,390,020 $610M 0.35% -40,322 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: 6,542,982 shares; 2024Q4: 6,477,213 shares; 2025Q1: 6,455,313 shares; 2025Q2: 6,314,051 shares; 2025Q3: 6,562,885 shares; 2025Q4: 6,474,419 shares; 2026Q1: 6,414,739 shares 6,414,739 $596M 0.34% -59,680 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: 10,272,892 shares; 2024Q4: 10,227,867 shares; 2025Q1: 10,265,766 shares; 2025Q2: 10,217,598 shares; 2025Q3: 10,284,361 shares; 2025Q4: 10,231,275 shares; 2026Q1: 10,454,119 shares 10,454,119 $565M 0.33% +222,844 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: 3,086,571 shares; 2025Q1: 3,054,734 shares; 2025Q2: 3,074,962 shares; 2025Q3: 3,056,283 shares; 2025Q4: 2,789,723 shares; 2026Q1: 2,639,909 shares 2,639,909 $564M 0.33% -149,814 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: 2,216,104 shares; 2024Q4: 2,379,443 shares; 2025Q1: 2,438,167 shares; 2025Q2: 2,419,625 shares; 2025Q3: 2,941,792 shares; 2025Q4: 2,925,307 shares; 2026Q1: 2,861,164 shares 2,861,164 $552M 0.32% -64,143 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: 2,608,597 shares; 2024Q4: 2,585,832 shares; 2025Q1: 2,515,521 shares; 2025Q2: 2,427,022 shares; 2025Q3: 2,348,060 shares; 2025Q4: 2,264,161 shares; 2026Q1: 2,235,446 shares 2,235,446 $531M 0.31% -28,715 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: 3,861,410 shares; 2024Q4: 3,815,959 shares; 2025Q1: 3,798,580 shares; 2025Q2: 3,750,902 shares; 2025Q3: 3,670,670 shares; 2025Q4: 3,553,910 shares; 2026Q1: 3,506,722 shares 3,506,722 $531M 0.31% -47,188 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: 1,062,144 shares; 2024Q4: 1,060,245 shares; 2025Q1: 1,083,208 shares; 2025Q2: 1,086,482 shares; 2025Q3: 1,093,677 shares; 2025Q4: 1,077,442 shares; 2026Q1: 1,082,746 shares 1,082,746 $519M 0.3% +5,304 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: 7,489,088 shares; 2024Q4: 7,487,014 shares; 2025Q1: 8,165,950 shares; 2025Q2: 8,080,383 shares; 2025Q3: 8,270,387 shares; 2025Q4: 8,503,607 shares; 2026Q1: 8,084,586 shares 8,084,586 $518M 0.3% -419,021 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: 1,872,168 shares; 2024Q4: 1,901,304 shares; 2025Q1: 1,892,607 shares; 2025Q2: 1,917,060 shares; 2025Q3: 1,941,451 shares; 2025Q4: 1,942,995 shares; 2026Q1: 1,962,918 shares 1,962,918 $514M 0.3% +19,923 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: 7,123,940 shares; 2024Q4: 7,038,482 shares; 2025Q1: 6,846,332 shares; 2025Q2: 6,726,881 shares; 2025Q3: 6,601,007 shares; 2025Q4: 6,370,127 shares; 2026Q1: 6,607,314 shares 6,607,314 $513M 0.3% +237,187 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: 3,963,258 shares; 2024Q4: 3,885,117 shares; 2025Q1: 3,898,575 shares; 2025Q2: 3,904,753 shares; 2025Q3: 3,900,604 shares; 2025Q4: 3,870,607 shares; 2026Q1: 3,930,752 shares 3,930,752 $489M 0.28% +60,145 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: 1,975,642 shares; 2024Q4: 2,142,670 shares; 2025Q1: 2,257,076 shares; 2025Q2: 2,362,479 shares; 2025Q3: 2,367,761 shares; 2025Q4: 2,343,536 shares; 2026Q1: 2,271,013 shares 2,271,013 $480M 0.28% -72,523 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: 4,741,772 shares; 2024Q4: 4,670,554 shares; 2025Q1: 4,638,706 shares; 2025Q2: 4,592,410 shares; 2025Q3: 4,580,444 shares; 2025Q4: 4,663,821 shares; 2026Q1: 4,597,646 shares 4,597,646 $472M 0.27% -66,175 Timeline CQQQ 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: 300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,892,090 shares; 2025Q4: 8,307,617 shares; 2026Q1: 10,218,668 shares 10,218,668 $470M 0.27% +1,911,051 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: 6,097,513 shares; 2024Q4: 5,791,514 shares; 2025Q1: 5,867,159 shares; 2025Q2: 5,830,280 shares; 2025Q3: 6,190,133 shares; 2025Q4: 6,140,607 shares; 2026Q1: 6,162,602 shares 6,162,602 $469M 0.27% +21,995 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: 982 shares; 2024Q4: 1,066 shares; 2025Q1: 739 shares; 2025Q2: 18,484 shares; 2025Q3: 6,939,129 shares; 2025Q4: 8,478,352 shares; 2026Q1: 8,716,481 shares 8,716,481 $453M 0.26% +238,129 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: 7,842,422 shares; 2024Q4: 7,690,344 shares; 2025Q1: 7,745,402 shares; 2025Q2: 7,719,023 shares; 2025Q3: 7,598,311 shares; 2025Q4: 6,790,175 shares; 2026Q1: 6,310,350 shares 6,310,350 $443M 0.26% -479,825 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: 3,329,288 shares; 2024Q4: 3,282,455 shares; 2025Q1: 3,257,265 shares; 2025Q2: 3,217,897 shares; 2025Q3: 3,134,815 shares; 2025Q4: 3,033,917 shares; 2026Q1: 2,980,214 shares 2,980,214 $438M 0.25% -53,703 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: 2,729,369 shares; 2024Q4: 2,806,457 shares; 2025Q1: 2,804,460 shares; 2025Q2: 2,766,248 shares; 2025Q3: 2,656,084 shares; 2025Q4: 2,623,555 shares; 2026Q1: 2,625,694 shares 2,625,694 $434M 0.25% +2,139 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: 8,435,806 shares; 2024Q4: 8,428,016 shares; 2025Q1: 8,435,771 shares; 2025Q2: 8,626,046 shares; 2025Q3: 9,004,389 shares; 2025Q4: 9,007,551 shares; 2026Q1: 8,848,231 shares 8,848,231 $431M 0.25% -159,320 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: 768,842 shares; 2024Q4: 756,730 shares; 2025Q1: 744,696 shares; 2025Q2: 723,545 shares; 2025Q3: 714,972 shares; 2025Q4: 704,633 shares; 2026Q1: 699,307 shares 699,307 $431M 0.25% -5,326 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,442,612 shares; 2024Q4: 8,330,033 shares; 2025Q1: 7,021,666 shares; 2025Q2: 6,919,091 shares; 2025Q3: 6,835,074 shares; 2025Q4: 6,762,221 shares; 2026Q1: 6,016,648 shares 6,016,648 $423M 0.24% -745,573 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: 9,905,008 shares; 2024Q4: 6,175,929 shares; 2025Q1: 5,759,372 shares; 2025Q2: 5,459,821 shares; 2025Q3: 5,119,584 shares; 2025Q4: 4,669,005 shares; 2026Q1: 4,482,760 shares 4,482,760 $416M 0.24% -186,245 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: 858,473 shares; 2024Q4: 847,648 shares; 2025Q1: 840,095 shares; 2025Q2: 835,797 shares; 2025Q3: 831,086 shares; 2025Q4: 826,110 shares; 2026Q1: 830,341 shares 830,341 $415M 0.24% +4,231 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: 2,245,833 shares; 2024Q4: 2,248,451 shares; 2025Q1: 2,251,634 shares; 2025Q2: 2,253,747 shares; 2025Q3: 2,440,371 shares; 2025Q4: 2,424,435 shares; 2026Q1: 2,411,894 shares 2,411,894 $397M 0.23% -12,541 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: 3,646,603 shares; 2024Q4: 3,817,496 shares; 2025Q1: 3,827,188 shares; 2025Q2: 3,899,335 shares; 2025Q3: 3,999,780 shares; 2025Q4: 4,244,757 shares; 2026Q1: 4,728,521 shares 4,728,521 $391M 0.23% +483,764 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: 1,039,720 shares; 2024Q4: 1,017,963 shares; 2025Q1: 1,024,152 shares; 2025Q2: 1,010,085 shares; 2025Q3: 1,115,268 shares; 2025Q4: 1,048,963 shares; 2026Q1: 1,073,540 shares 1,073,540 $378M 0.22% +24,577 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: 1,049,095 shares; 2024Q4: 1,019,614 shares; 2025Q1: 1,033,324 shares; 2025Q2: 1,050,602 shares; 2025Q3: 1,030,046 shares; 2025Q4: 997,458 shares; 2026Q1: 1,085,580 shares 1,085,580 $357M 0.21% +88,122 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: 1,113,193 shares; 2024Q4: 988,607 shares; 2025Q1: 998,797 shares; 2025Q2: 1,012,835 shares; 2025Q3: 997,236 shares; 2025Q4: 1,088,374 shares; 2026Q1: 1,053,841 shares 1,053,841 $356M 0.21% -34,533 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: 324,542 shares; 2025Q1: 324,431 shares; 2025Q2: 331,546 shares; 2025Q3: 360,995 shares; 2025Q4: 355,620 shares; 2026Q1: 363,633 shares 363,633 $350M 0.2% +8,013 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: 1,767,704 shares; 2024Q4: 1,788,966 shares; 2025Q1: 1,802,282 shares; 2025Q2: 1,814,216 shares; 2025Q3: 2,044,074 shares; 2025Q4: 2,041,739 shares; 2026Q1: 2,155,713 shares 2,155,713 $344M 0.2% +113,974 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: 1,571,846 shares; 2024Q4: 1,546,851 shares; 2025Q1: 1,458,315 shares; 2025Q2: 1,477,407 shares; 2025Q3: 1,546,537 shares; 2025Q4: 1,517,686 shares; 2026Q1: 1,507,654 shares 1,507,654 $341M 0.2% -10,032 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: 923,033 shares; 2024Q4: 908,204 shares; 2025Q1: 924,358 shares; 2025Q2: 924,940 shares; 2025Q3: 982,245 shares; 2025Q4: 960,453 shares; 2026Q1: 936,555 shares 936,555 $335M 0.19% -23,898 Timeline DLN 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: 3,903,646 shares; 2024Q4: 3,908,613 shares; 2025Q1: 3,892,481 shares; 2025Q2: 3,886,291 shares; 2025Q3: 3,899,581 shares; 2025Q4: 3,851,287 shares; 2026Q1: 3,668,298 shares 3,668,298 $328M 0.19% -182,989 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: 455,376 shares; 2024Q4: 445,197 shares; 2025Q1: 435,902 shares; 2025Q2: 480,393 shares; 2025Q3: 535,449 shares; 2025Q4: 500,573 shares; 2026Q1: 522,616 shares 522,616 $316M 0.18% +22,043 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: 2,658,038 shares; 2024Q4: 2,687,537 shares; 2025Q1: 2,665,206 shares; 2025Q2: 2,464,458 shares; 2025Q3: 2,445,568 shares; 2025Q4: 2,457,673 shares; 2026Q1: 2,434,200 shares 2,434,200 $312M 0.18% -23,473 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: 1,076,530 shares; 2024Q4: 1,070,066 shares; 2025Q1: 1,068,236 shares; 2025Q2: 1,061,823 shares; 2025Q3: 1,038,587 shares; 2025Q4: 1,028,930 shares; 2026Q1: 1,015,893 shares 1,015,893 $307M 0.18% -13,037 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: 607,076 shares; 2024Q4: 622,752 shares; 2025Q1: 667,815 shares; 2025Q2: 673,776 shares; 2025Q3: 694,461 shares; 2025Q4: 695,583 shares; 2026Q1: 707,998 shares 707,998 $305M 0.18% +12,415 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: 1,488,258 shares; 2024Q4: 1,491,516 shares; 2025Q1: 1,502,128 shares; 2025Q2: 1,468,234 shares; 2025Q3: 1,460,643 shares; 2025Q4: 1,469,922 shares; 2026Q1: 1,462,814 shares 1,462,814 $304M 0.18% -7,108 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: 237,552 shares; 2024Q4: 214,302 shares; 2025Q1: 206,879 shares; 2025Q2: 195,543 shares; 2025Q3: 327,044 shares; 2025Q4: 336,841 shares; 2026Q1: 343,862 shares 343,862 $300M 0.17% +7,021 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: 605,782 shares; 2024Q4: 603,886 shares; 2025Q1: 600,744 shares; 2025Q2: 606,414 shares; 2025Q3: 544,493 shares; 2025Q4: 544,455 shares; 2026Q1: 544,290 shares 544,290 $299M 0.17% -165 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: 2,404,820 shares; 2024Q4: 2,383,477 shares; 2025Q1: 2,375,321 shares; 2025Q2: 2,363,036 shares; 2025Q3: 2,589,930 shares; 2025Q4: 2,563,809 shares; 2026Q1: 2,571,015 shares 2,571,015 $298M 0.17% +7,206 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: 2,809,438 shares; 2024Q4: 2,931,127 shares; 2025Q1: 2,939,526 shares; 2025Q2: 2,916,723 shares; 2025Q3: 2,884,191 shares; 2025Q4: 3,000,326 shares; 2026Q1: 3,106,470 shares 3,106,470 $295M 0.17% +106,144 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: 1,453,285 shares; 2024Q4: 1,389,392 shares; 2025Q1: 1,350,578 shares; 2025Q2: 1,307,663 shares; 2025Q3: 1,275,551 shares; 2025Q4: 1,243,776 shares; 2026Q1: 1,206,875 shares 1,206,875 $293M 0.17% -36,901 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: 280,716 shares; 2024Q4: 281,299 shares; 2025Q1: 287,722 shares; 2025Q2: 281,936 shares; 2025Q3: 332,811 shares; 2025Q4: 324,164 shares; 2026Q1: 324,355 shares 324,355 $290M 0.17% +191 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: 1,158,352 shares; 2024Q4: 1,148,865 shares; 2025Q1: 1,133,258 shares; 2025Q2: 1,098,715 shares; 2025Q3: 1,115,856 shares; 2025Q4: 1,104,059 shares; 2026Q1: 1,114,697 shares 1,114,697 $287M 0.17% +10,638 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: 690,164 shares; 2024Q4: 682,157 shares; 2025Q1: 673,364 shares; 2025Q2: 669,511 shares; 2025Q3: 670,802 shares; 2025Q4: 659,015 shares; 2026Q1: 665,211 shares 665,211 $283M 0.16% +6,196 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: 1,250,303 shares; 2024Q4: 1,237,998 shares; 2025Q1: 1,296,920 shares; 2025Q2: 1,301,238 shares; 2025Q3: 1,398,729 shares; 2025Q4: 1,367,482 shares; 2026Q1: 1,367,620 shares 1,367,620 $278M 0.16% +138 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: 925,622 shares; 2024Q4: 911,447 shares; 2025Q1: 895,293 shares; 2025Q2: 889,139 shares; 2025Q3: 878,443 shares; 2025Q4: 870,582 shares; 2026Q1: 848,391 shares 848,391 $277M 0.16% -22,191 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: 2,309,515 shares; 2024Q4: 2,271,184 shares; 2025Q1: 2,271,174 shares; 2025Q2: 2,287,808 shares; 2025Q3: 2,269,390 shares; 2025Q4: 2,660,996 shares; 2026Q1: 2,802,904 shares 2,802,904 $270M 0.16% +141,908 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: 822,636 shares; 2024Q4: 822,615 shares; 2025Q1: 819,165 shares; 2025Q2: 943,272 shares; 2025Q3: 953,912 shares; 2025Q4: 936,983 shares; 2026Q1: 949,398 shares 949,398 $269M 0.16% +12,415 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: 1,566,374 shares; 2024Q4: 1,565,745 shares; 2025Q1: 1,559,068 shares; 2025Q2: 1,463,683 shares; 2025Q3: 1,460,909 shares; 2025Q4: 1,468,370 shares; 2026Q1: 1,461,159 shares 1,461,159 $269M 0.16% -7,211 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: 1,175,436 shares; 2024Q4: 1,181,333 shares; 2025Q1: 1,180,817 shares; 2025Q2: 1,167,890 shares; 2025Q3: 1,159,886 shares; 2025Q4: 1,116,886 shares; 2026Q1: 1,108,498 shares 1,108,498 $269M 0.16% -8,388 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: 5,977,804 shares; 2024Q4: 5,834,089 shares; 2025Q1: 5,787,981 shares; 2025Q2: 5,677,028 shares; 2025Q3: 5,592,384 shares; 2025Q4: 5,357,713 shares; 2026Q1: 5,341,037 shares 5,341,037 $268M 0.15% -16,676 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: 3,408,742 shares; 2024Q4: 3,518,476 shares; 2025Q1: 3,421,562 shares; 2025Q2: 3,482,215 shares; 2025Q3: 3,611,562 shares; 2025Q4: 3,737,360 shares; 2026Q1: 3,622,747 shares 3,622,747 $267M 0.15% -114,613 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: 348,981 shares; 2024Q4: 423,809 shares; 2025Q1: 447,775 shares; 2025Q2: 469,449 shares; 2025Q3: 536,141 shares; 2025Q4: 508,639 shares; 2026Q1: 536,954 shares 536,954 $266M 0.15% +28,315 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: 1,297,519 shares; 2024Q4: 1,289,962 shares; 2025Q1: 1,288,708 shares; 2025Q2: 1,273,286 shares; 2025Q3: 1,461,930 shares; 2025Q4: 1,418,300 shares; 2026Q1: 1,364,602 shares 1,364,602 $265M 0.15% -53,698 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: 1,307 shares; 2024Q4: 328,124 shares; 2025Q1: 450,053 shares; 2025Q2: 593,188 shares; 2025Q3: 2,639,746 shares; 2025Q4: 2,926,406 shares; 2026Q1: 3,096,165 shares 3,096,165 $263M 0.15% +169,759 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: 5,002,092 shares; 2024Q4: 4,914,407 shares; 2025Q1: 4,848,377 shares; 2025Q2: 4,634,490 shares; 2025Q3: 4,497,198 shares; 2025Q4: 4,421,722 shares; 2026Q1: 4,611,088 shares 4,611,088 $262M 0.15% +189,366 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: 468,774 shares; 2024Q4: 494,128 shares; 2025Q1: 524,592 shares; 2025Q2: 583,941 shares; 2025Q3: 627,852 shares; 2025Q4: 647,258 shares; 2026Q1: 670,994 shares 670,994 $249M 0.14% +23,736 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: 1,247,066 shares; 2024Q4: 1,262,652 shares; 2025Q1: 1,174,773 shares; 2025Q2: 1,158,384 shares; 2025Q3: 971,532 shares; 2025Q4: 945,441 shares; 2026Q1: 942,426 shares 942,426 $245M 0.14% -3,015 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: 2,254,014 shares; 2024Q4: 2,652,274 shares; 2025Q1: 3,044,501 shares; 2025Q2: 3,403,485 shares; 2025Q3: 3,799,980 shares; 2025Q4: 4,021,393 shares; 2026Q1: 4,939,651 shares 4,939,651 $245M 0.14% +918,258 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: 413,719 shares; 2024Q4: 410,750 shares; 2025Q1: 424,640 shares; 2025Q2: 362,973 shares; 2025Q3: 358,727 shares; 2025Q4: 347,360 shares; 2026Q1: 343,260 shares 343,260 $243M 0.14% -4,100 Timeline PRF 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: 5,277,988 shares; 2024Q4: 5,257,205 shares; 2025Q1: 5,273,261 shares; 2025Q2: 5,129,846 shares; 2025Q3: 5,095,200 shares; 2025Q4: 5,192,385 shares; 2026Q1: 5,096,490 shares 5,096,490 $242M 0.14% -95,895 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: 1,230,981 shares; 2024Q4: 1,210,894 shares; 2025Q1: 1,201,979 shares; 2025Q2: 872,370 shares; 2025Q3: 914,521 shares; 2025Q4: 892,850 shares; 2026Q1: 880,610 shares 880,610 $238M 0.14% -12,240 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,637,844 shares; 2024Q4: 3,421,419 shares; 2025Q1: 3,380,494 shares; 2025Q2: 3,395,602 shares; 2025Q3: 3,118,529 shares; 2025Q4: 2,958,640 shares; 2026Q1: 3,044,443 shares 3,044,443 $226M 0.13% +85,803 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: 1,836,420 shares; 2024Q4: 1,814,362 shares; 2025Q1: 1,787,862 shares; 2025Q2: 1,756,849 shares; 2025Q3: 1,732,587 shares; 2025Q4: 1,714,433 shares; 2026Q1: 1,698,904 shares 1,698,904 $223M 0.13% -15,529 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: 840,166 shares; 2024Q4: 833,951 shares; 2025Q1: 835,178 shares; 2025Q2: 835,473 shares; 2025Q3: 808,665 shares; 2025Q4: 1,622,112 shares; 2026Q1: 1,596,972 shares 1,596,972 $212M 0.12% -25,140 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: 424,127 shares; 2024Q4: 421,168 shares; 2025Q1: 407,485 shares; 2025Q2: 428,057 shares; 2025Q3: 479,432 shares; 2025Q4: 465,420 shares; 2026Q1: 486,064 shares 486,064 $211M 0.12% +20,644 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: 705,204 shares; 2024Q4: 697,847 shares; 2025Q1: 698,613 shares; 2025Q2: 680,936 shares; 2025Q3: 683,942 shares; 2025Q4: 694,339 shares; 2026Q1: 697,629 shares 697,629 $211M 0.12% +3,290 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,199,444 shares; 2024Q4: 1,219,525 shares; 2025Q1: 1,198,962 shares; 2025Q2: 1,123,339 shares; 2025Q3: 1,111,776 shares; 2025Q4: 1,113,075 shares; 2026Q1: 1,100,598 shares 1,100,598 $209M 0.12% -12,477 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: 326,904 shares; 2024Q4: 321,849 shares; 2025Q1: 318,303 shares; 2025Q2: 320,870 shares; 2025Q3: 314,165 shares; 2025Q4: 310,518 shares; 2026Q1: 298,284 shares 298,284 $208M 0.12% -12,234 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: 80,647 shares; 2024Q4: 96,003 shares; 2025Q1: 106,030 shares; 2025Q2: 194,904 shares; 2025Q3: 242,256 shares; 2025Q4: 244,414 shares; 2026Q1: 237,332 shares 237,332 $205M 0.12% -7,082 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: 4,469,665 shares; 2024Q4: 4,439,960 shares; 2025Q1: 4,384,718 shares; 2025Q2: 4,140,276 shares; 2025Q3: 3,659,428 shares; 2025Q4: 3,433,534 shares; 2026Q1: 3,379,304 shares 3,379,304 $205M 0.12% -54,230 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: 1,019,184 shares; 2024Q4: 1,128,688 shares; 2025Q1: 1,330,494 shares; 2025Q2: 1,367,282 shares; 2025Q3: 1,415,258 shares; 2025Q4: 2,056,211 shares; 2026Q1: 2,428,740 shares 2,428,740 $201M 0.12% +372,529 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,164,775 shares; 2024Q4: 4,019,327 shares; 2025Q1: 3,693,586 shares; 2025Q2: 3,738,175 shares; 2025Q3: 3,896,656 shares; 2025Q4: 3,786,736 shares; 2026Q1: 3,814,000 shares 3,814,000 $200M 0.12% +27,264 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: 1,286,525 shares; 2024Q4: 1,191,850 shares; 2025Q1: 1,189,591 shares; 2025Q2: 1,184,055 shares; 2025Q3: 1,145,050 shares; 2025Q4: 1,134,604 shares; 2026Q1: 1,163,448 shares 1,163,448 $197M 0.11% +28,844 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: 9,040,193 shares; 2024Q4: 8,469,088 shares; 2025Q1: 8,057,282 shares; 2025Q2: 7,656,798 shares; 2025Q3: 7,433,633 shares; 2025Q4: 7,192,560 shares; 2026Q1: 6,971,622 shares 6,971,622 $196M 0.11% -220,938 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: 566,062 shares; 2024Q4: 560,710 shares; 2025Q1: 545,424 shares; 2025Q2: 531,543 shares; 2025Q3: 524,170 shares; 2025Q4: 517,649 shares; 2026Q1: 531,713 shares 531,713 $195M 0.11% +14,064 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: 1,958,463 shares; 2024Q4: 2,015,043 shares; 2025Q1: 2,004,408 shares; 2025Q2: 1,957,170 shares; 2025Q3: 1,946,602 shares; 2025Q4: 1,940,044 shares; 2026Q1: 1,934,048 shares 1,934,048 $195M 0.11% -5,996 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: 475,878 shares; 2024Q4: 470,450 shares; 2025Q1: 475,970 shares; 2025Q2: 500,670 shares; 2025Q3: 494,775 shares; 2025Q4: 498,238 shares; 2026Q1: 567,604 shares 567,604 $194M 0.11% +69,366 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 655,737 shares; 2024Q4: 661,839 shares; 2025Q1: 647,563 shares; 2025Q2: 607,024 shares; 2025Q3: 621,484 shares; 2025Q4: 613,190 shares; 2026Q1: 616,540 shares 616,540 $193M 0.11% +3,350 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,290,263 shares; 2024Q4: 1,384,804 shares; 2025Q1: 1,261,399 shares; 2025Q2: 1,359,545 shares; 2025Q3: 1,374,343 shares; 2025Q4: 1,386,990 shares; 2026Q1: 1,388,478 shares 1,388,478 $192M 0.11% +1,488 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: 2,201,527 shares; 2024Q4: 2,191,169 shares; 2025Q1: 2,243,558 shares; 2025Q2: 2,203,398 shares; 2025Q3: 2,357,552 shares; 2025Q4: 2,405,377 shares; 2026Q1: 2,388,703 shares 2,388,703 $190M 0.11% -16,674 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: 71,034 shares; 2024Q4: 268,756 shares; 2025Q1: 440,291 shares; 2025Q2: 1,795,928 shares; 2025Q3: 1,991,031 shares; 2025Q4: 2,198,370 shares; 2026Q1: 2,329,760 shares 2,329,760 $188M 0.11% +131,390 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: 1,443,896 shares; 2024Q4: 1,419,276 shares; 2025Q1: 1,388,271 shares; 2025Q2: 1,364,693 shares; 2025Q3: 1,341,069 shares; 2025Q4: 1,311,926 shares; 2026Q1: 1,271,608 shares 1,271,608 $185M 0.11% -40,318 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: 792,026 shares; 2024Q4: 791,454 shares; 2025Q1: 798,111 shares; 2025Q2: 780,538 shares; 2025Q3: 823,826 shares; 2025Q4: 825,195 shares; 2026Q1: 846,309 shares 846,309 $184M 0.11% +21,114 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: 1,464,783 shares; 2024Q4: 1,445,711 shares; 2025Q1: 1,422,498 shares; 2025Q2: 1,341,852 shares; 2025Q3: 1,312,650 shares; 2025Q4: 1,282,032 shares; 2026Q1: 1,251,682 shares 1,251,682 $182M 0.11% -30,350 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,359,539 shares; 2024Q4: 1,407,669 shares; 2025Q1: 1,415,718 shares; 2025Q2: 1,299,637 shares; 2025Q3: 1,318,428 shares; 2025Q4: 1,340,643 shares; 2026Q1: 1,350,338 shares 1,350,338 $179M 0.1% +9,695 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: 789,987 shares; 2024Q4: 774,031 shares; 2025Q1: 786,284 shares; 2025Q2: 785,030 shares; 2025Q3: 865,743 shares; 2025Q4: 1,005,357 shares; 2026Q1: 1,114,250 shares 1,114,250 $173M 0.1% +108,893 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 392,445 shares; 2024Q4: 370,095 shares; 2025Q1: 364,921 shares; 2025Q2: 350,152 shares; 2025Q3: 396,075 shares; 2025Q4: 389,495 shares; 2026Q1: 388,502 shares 388,502 $173M 0.1% -993 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,260,757 shares; 2024Q4: 1,266,543 shares; 2025Q1: 1,256,579 shares; 2025Q2: 1,223,802 shares; 2025Q3: 1,220,348 shares; 2025Q4: 1,223,662 shares; 2026Q1: 1,160,993 shares 1,160,993 $168M 0.1% -62,669 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,616,507 shares; 2024Q4: 3,743,196 shares; 2025Q1: 3,858,407 shares; 2025Q2: 3,848,129 shares; 2025Q3: 4,039,124 shares; 2025Q4: 4,463,614 shares; 2026Q1: 4,580,294 shares 4,580,294 $168M 0.1% +116,680 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: 409,125 shares; 2024Q4: 414,072 shares; 2025Q1: 436,813 shares; 2025Q2: 484,626 shares; 2025Q3: 481,264 shares; 2025Q4: 477,702 shares; 2026Q1: 494,211 shares 494,211 $167M 0.1% +16,509 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 636,660 shares; 2024Q4: 634,002 shares; 2025Q1: 644,388 shares; 2025Q2: 711,135 shares; 2025Q3: 769,465 shares; 2025Q4: 874,973 shares; 2026Q1: 886,291 shares 886,291 $164M 0.09% +11,318 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: 159,413 shares; 2024Q4: 149,336 shares; 2025Q1: 148,990 shares; 2025Q2: 152,781 shares; 2025Q3: 158,301 shares; 2025Q4: 1,548,647 shares; 2026Q1: 1,689,036 shares 1,689,036 $162M 0.09% +140,389 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: 5,274,034 shares; 2024Q4: 4,563,034 shares; 2025Q1: 4,320,928 shares; 2025Q2: 3,957,628 shares; 2025Q3: 3,732,963 shares; 2025Q4: 3,677,012 shares; 2026Q1: 3,652,503 shares 3,652,503 $161M 0.09% -24,509 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: 1,224,388 shares; 2024Q4: 1,319,214 shares; 2025Q1: 1,328,032 shares; 2025Q2: 1,295,417 shares; 2025Q3: 1,192,424 shares; 2025Q4: 1,176,077 shares; 2026Q1: 1,198,534 shares 1,198,534 $158M 0.09% +22,457 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: 1,243,376 shares; 2024Q4: 1,279,408 shares; 2025Q1: 1,259,944 shares; 2025Q2: 1,252,682 shares; 2025Q3: 1,240,306 shares; 2025Q4: 1,232,425 shares; 2026Q1: 1,236,904 shares 1,236,904 $156M 0.09% +4,479 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: 933,391 shares; 2024Q4: 960,293 shares; 2025Q1: 954,573 shares; 2025Q2: 969,532 shares; 2025Q3: 829,287 shares; 2025Q4: 810,153 shares; 2026Q1: 785,895 shares 785,895 $156M 0.09% -24,258 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346,781 shares; 2024Q4: 350,367 shares; 2025Q1: 347,849 shares; 2025Q2: 277,569 shares; 2025Q3: 319,864 shares; 2025Q4: 318,039 shares; 2026Q1: 316,978 shares 316,978 $156M 0.09% -1,061 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: 563,240 shares; 2024Q4: 571,215 shares; 2025Q1: 581,047 shares; 2025Q2: 574,965 shares; 2025Q3: 818,127 shares; 2025Q4: 1,219,063 shares; 2026Q1: 1,437,925 shares 1,437,925 $147M 0.08% +218,862 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: 172,674 shares; 2024Q4: 168,117 shares; 2025Q1: 170,939 shares; 2025Q2: 174,365 shares; 2025Q3: 173,283 shares; 2025Q4: 172,414 shares; 2026Q1: 172,593 shares 172,593 $146M 0.08% +179 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,149 shares; 2024Q4: 43,262 shares; 2025Q1: 42,904 shares; 2025Q2: 42,662 shares; 2025Q3: 42,420 shares; 2025Q4: 41,938 shares; 2026Q1: 42,095 shares 42,095 $142M 0.08% +157 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 531,309 shares; 2024Q4: 532,883 shares; 2025Q1: 528,869 shares; 2025Q2: 530,508 shares; 2025Q3: 531,469 shares; 2025Q4: 535,445 shares; 2026Q1: 564,462 shares 564,462 $141M 0.08% +29,017 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 998,976 shares; 2024Q4: 1,003,979 shares; 2025Q1: 997,373 shares; 2025Q2: 1,040,107 shares; 2025Q3: 1,063,932 shares; 2025Q4: 1,095,774 shares; 2026Q1: 1,064,924 shares 1,064,924 $141M 0.08% -30,850 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: 484,616 shares; 2024Q4: 498,015 shares; 2025Q1: 518,762 shares; 2025Q2: 398,590 shares; 2025Q3: 414,966 shares; 2025Q4: 435,278 shares; 2026Q1: 441,595 shares 441,595 $140M 0.08% +6,317 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: 443,103 shares; 2024Q4: 443,667 shares; 2025Q1: 448,063 shares; 2025Q2: 444,931 shares; 2025Q3: 442,625 shares; 2025Q4: 428,608 shares; 2026Q1: 423,072 shares 423,072 $138M 0.08% -5,536 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,189,878 shares; 2024Q4: 1,179,892 shares; 2025Q1: 1,162,852 shares; 2025Q2: 1,167,865 shares; 2025Q3: 1,186,225 shares; 2025Q4: 1,239,402 shares; 2026Q1: 1,241,869 shares 1,241,869 $138M 0.08% +2,467 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: 810,412 shares; 2024Q4: 800,865 shares; 2025Q1: 813,474 shares; 2025Q2: 815,500 shares; 2025Q3: 963,629 shares; 2025Q4: 751,929 shares; 2026Q1: 754,343 shares 754,343 $137M 0.08% +2,414 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: 933,715 shares; 2024Q4: 914,691 shares; 2025Q1: 891,727 shares; 2025Q2: 858,293 shares; 2025Q3: 891,435 shares; 2025Q4: 909,000 shares; 2026Q1: 913,105 shares 913,105 $135M 0.08% +4,105 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: 276,507 shares; 2024Q4: 265,883 shares; 2025Q1: 258,344 shares; 2025Q2: 251,444 shares; 2025Q3: 246,821 shares; 2025Q4: 241,953 shares; 2026Q1: 239,051 shares 239,051 $135M 0.08% -2,902 Timeline TBLL 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: 1,114,542 shares; 2024Q4: 1,198,251 shares; 2025Q1: 1,266,084 shares; 2025Q2: 1,252,658 shares; 2025Q3: 1,222,943 shares; 2025Q4: 1,221,511 shares; 2026Q1: 1,256,438 shares 1,256,438 $133M 0.08% +34,927 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: 1,169,526 shares; 2024Q4: 1,154,566 shares; 2025Q1: 1,184,258 shares; 2025Q2: 1,195,709 shares; 2025Q3: 1,189,098 shares; 2025Q4: 1,161,626 shares; 2026Q1: 1,117,529 shares 1,117,529 $129M 0.07% -44,097 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: 1,922,740 shares; 2024Q4: 1,881,006 shares; 2025Q1: 1,946,012 shares; 2025Q2: 1,897,795 shares; 2025Q3: 1,897,952 shares; 2025Q4: 1,886,348 shares; 2026Q1: 1,935,764 shares 1,935,764 $128M 0.07% +49,416 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,019,800 shares; 2024Q4: 1,023,028 shares; 2025Q1: 1,003,844 shares; 2025Q2: 921,071 shares; 2025Q3: 899,545 shares; 2025Q4: 884,191 shares; 2026Q1: 867,154 shares 867,154 $125M 0.07% -17,037 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: 2,158,395 shares; 2024Q4: 2,129,072 shares; 2025Q1: 2,151,683 shares; 2025Q2: 2,150,007 shares; 2025Q3: 2,318,398 shares; 2025Q4: 2,157,744 shares; 2026Q1: 2,173,191 shares 2,173,191 $125M 0.07% +15,447 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: 6,521,214 shares; 2024Q4: 3,542,504 shares; 2025Q1: 3,496,177 shares; 2025Q2: 3,375,730 shares; 2025Q3: 3,275,709 shares; 2025Q4: 3,077,338 shares; 2026Q1: 3,032,785 shares 3,032,785 $124M 0.07% -44,553 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 309,172 shares; 2024Q4: 319,682 shares; 2025Q1: 333,439 shares; 2025Q2: 347,716 shares; 2025Q3: 349,410 shares; 2025Q4: 346,062 shares; 2026Q1: 335,776 shares 335,776 $124M 0.07% -10,286 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: 113,521 shares; 2024Q4: 121,258 shares; 2025Q1: 145,504 shares; 2025Q2: 154,364 shares; 2025Q3: 158,827 shares; 2025Q4: 203,595 shares; 2026Q1: 208,079 shares 208,079 $124M 0.07% +4,484 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: 2,382,965 shares; 2024Q4: 2,536,729 shares; 2025Q1: 2,409,046 shares; 2025Q2: 2,374,390 shares; 2025Q3: 2,371,588 shares; 2025Q4: 2,560,351 shares; 2026Q1: 2,462,866 shares 2,462,866 $123M 0.07% -97,485 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,415,526 shares; 2024Q4: 1,302,996 shares; 2025Q1: 1,245,745 shares; 2025Q2: 1,238,416 shares; 2025Q3: 1,185,071 shares; 2025Q4: 1,162,069 shares; 2026Q1: 1,126,162 shares 1,126,162 $123M 0.07% -35,907 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: 2,939,345 shares; 2024Q4: 2,891,855 shares; 2025Q1: 2,824,600 shares; 2025Q2: 2,761,701 shares; 2025Q3: 2,360,478 shares; 2025Q4: 2,329,153 shares; 2026Q1: 2,333,893 shares 2,333,893 $121M 0.07% +4,740 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,984 shares; 2024Q4: 105,948 shares; 2025Q1: 75,920 shares; 2025Q2: 57,857 shares; 2025Q3: 46,015 shares; 2025Q4: 45,851 shares; 2026Q1: 831,736 shares 831,736 $121M 0.07% +785,885 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: 274,783 shares; 2024Q4: 270,462 shares; 2025Q1: 272,053 shares; 2025Q2: 254,250 shares; 2025Q3: 249,863 shares; 2025Q4: 248,402 shares; 2026Q1: 243,798 shares 243,798 $120M 0.07% -4,604 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: 995,056 shares; 2024Q4: 960,331 shares; 2025Q1: 956,798 shares; 2025Q2: 935,057 shares; 2025Q3: 927,102 shares; 2025Q4: 931,135 shares; 2026Q1: 917,310 shares 917,310 $118M 0.07% -13,825 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 393,431 shares; 2024Q4: 404,049 shares; 2025Q1: 399,437 shares; 2025Q2: 394,359 shares; 2025Q3: 392,100 shares; 2025Q4: 398,089 shares; 2026Q1: 403,703 shares 403,703 $118M 0.07% +5,614 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: 509,421 shares; 2024Q4: 497,211 shares; 2025Q1: 502,713 shares; 2025Q2: 502,479 shares; 2025Q3: 508,703 shares; 2025Q4: 503,559 shares; 2026Q1: 481,997 shares 481,997 $116M 0.07% -21,562 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: 950,390 shares; 2024Q4: 975,030 shares; 2025Q1: 1,056,612 shares; 2025Q2: 1,129,299 shares; 2025Q3: 1,212,671 shares; 2025Q4: 1,261,497 shares; 2026Q1: 1,295,573 shares 1,295,573 $114M 0.07% +34,076 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: 188,816 shares; 2024Q4: 185,139 shares; 2025Q1: 178,957 shares; 2025Q2: 175,562 shares; 2025Q3: 170,749 shares; 2025Q4: 166,796 shares; 2026Q1: 165,767 shares 165,767 $113M 0.07% -1,029 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: 587,472 shares; 2024Q4: 587,941 shares; 2025Q1: 595,851 shares; 2025Q2: 598,381 shares; 2025Q3: 671,907 shares; 2025Q4: 648,524 shares; 2026Q1: 643,360 shares 643,360 $112M 0.06% -5,164 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: 527,586 shares; 2024Q4: 514,194 shares; 2025Q1: 512,707 shares; 2025Q2: 509,112 shares; 2025Q3: 500,284 shares; 2025Q4: 486,625 shares; 2026Q1: 484,765 shares 484,765 $111M 0.06% -1,860 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: 289,527 shares; 2024Q4: 291,214 shares; 2025Q1: 294,504 shares; 2025Q2: 293,842 shares; 2025Q3: 268,931 shares; 2025Q4: 264,431 shares; 2026Q1: 264,027 shares 264,027 $110M 0.06% -404 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: 945,759 shares; 2024Q4: 1,073,749 shares; 2025Q1: 1,219,666 shares; 2025Q2: 1,326,813 shares; 2025Q3: 1,459,624 shares; 2025Q4: 1,650,864 shares; 2026Q1: 1,929,732 shares 1,929,732 $109M 0.06% +278,868 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: 1,211,655 shares; 2024Q4: 1,182,499 shares; 2025Q1: 1,164,743 shares; 2025Q2: 1,135,243 shares; 2025Q3: 1,083,331 shares; 2025Q4: 1,078,958 shares; 2026Q1: 1,084,054 shares 1,084,054 $107M 0.06% +5,096 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: 935,614 shares; 2024Q4: 919,436 shares; 2025Q1: 910,915 shares; 2025Q2: 910,803 shares; 2025Q3: 905,470 shares; 2025Q4: 918,998 shares; 2026Q1: 960,375 shares 960,375 $105M 0.06% +41,377 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: 955,624 shares; 2024Q4: 951,757 shares; 2025Q1: 965,859 shares; 2025Q2: 971,342 shares; 2025Q3: 1,187,168 shares; 2025Q4: 1,169,556 shares; 2026Q1: 1,169,012 shares 1,169,012 $105M 0.06% -544 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,365,791 shares 2,365,791 $105M 0.06% new 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: 202,085 shares; 2024Q4: 178,395 shares; 2025Q1: 182,423 shares; 2025Q2: 185,811 shares; 2025Q3: 204,996 shares; 2025Q4: 979,900 shares; 2026Q1: 999,014 shares 999,014 $104M 0.06% +19,114 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,725 shares; 2024Q4: 15,863 shares; 2025Q1: 126,845 shares; 2025Q2: 134,115 shares; 2025Q3: 136,938 shares; 2025Q4: 140,491 shares; 2026Q1: 143,031 shares 143,031 $104M 0.06% +2,540 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: 310,296 shares; 2024Q4: 312,633 shares; 2025Q1: 312,696 shares; 2025Q2: 320,394 shares; 2025Q3: 366,155 shares; 2025Q4: 369,717 shares; 2026Q1: 374,649 shares 374,649 $104M 0.06% +4,932 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402,943 shares; 2024Q4: 410,655 shares; 2025Q1: 416,895 shares; 2025Q2: 415,956 shares; 2025Q3: 422,981 shares; 2025Q4: 433,587 shares; 2026Q1: 437,692 shares 437,692 $103M 0.06% +4,105 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,207,193 shares; 2024Q4: 1,920,971 shares; 2025Q1: 1,981,408 shares; 2025Q2: 1,892,809 shares; 2025Q3: 1,983,792 shares; 2025Q4: 1,798,640 shares; 2026Q1: 2,029,454 shares 2,029,454 $103M 0.06% +230,814 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,819,440 shares; 2024Q4: 1,902,064 shares; 2025Q1: 2,378,918 shares; 2025Q2: 2,770,286 shares; 2025Q3: 2,809,591 shares; 2025Q4: 2,877,800 shares; 2026Q1: 2,852,108 shares 2,852,108 $103M 0.06% -25,692 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: 393,268 shares; 2024Q4: 386,833 shares; 2025Q1: 382,772 shares; 2025Q2: 375,467 shares; 2025Q3: 369,996 shares; 2025Q4: 361,908 shares; 2026Q1: 352,998 shares 352,998 $101M 0.06% -8,910 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,881 shares; 2024Q4: 67,559 shares; 2025Q1: 71,401 shares; 2025Q2: 72,961 shares; 2025Q3: 71,831 shares; 2025Q4: 72,171 shares; 2026Q1: 87,023 shares 87,023 $101M 0.06% +14,852 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: 452,369 shares; 2024Q4: 397,203 shares; 2025Q1: 460,378 shares; 2025Q2: 472,132 shares; 2025Q3: 481,117 shares; 2025Q4: 474,334 shares; 2026Q1: 523,432 shares 523,432 $100M 0.06% +49,098 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: 545,066 shares; 2024Q4: 496,946 shares; 2025Q1: 500,124 shares; 2025Q2: 422,123 shares; 2025Q3: 397,263 shares; 2025Q4: 355,648 shares; 2026Q1: 345,032 shares 345,032 $100M 0.06% -10,616 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,307,717 shares; 2024Q4: 2,518,362 shares; 2025Q1: 2,714,600 shares; 2025Q2: 3,819,204 shares; 2025Q3: 3,763,183 shares; 2025Q4: 3,876,303 shares; 2026Q1: 4,104,187 shares 4,104,187 $99.6M 0.06% +227,884 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: 478,536 shares; 2024Q4: 462,528 shares; 2025Q1: 534,652 shares; 2025Q2: 530,803 shares; 2025Q3: 734,842 shares; 2025Q4: 746,411 shares; 2026Q1: 751,870 shares 751,870 $99.4M 0.06% +5,459 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: 3,606,724 shares; 2024Q4: 3,589,824 shares; 2025Q1: 3,528,033 shares; 2025Q2: 3,491,668 shares; 2025Q3: 3,478,943 shares; 2025Q4: 3,395,562 shares; 2026Q1: 3,415,537 shares 3,415,537 $99M 0.06% +19,975 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: 6,018,507 shares; 2024Q4: 5,875,263 shares; 2025Q1: 5,768,044 shares; 2025Q2: 5,571,718 shares; 2025Q3: 6,038,783 shares; 2025Q4: 5,316,492 shares; 2026Q1: 3,432,176 shares 3,432,176 $98.5M 0.06% -1,884,316 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,883,822 shares; 2024Q4: 1,975,290 shares; 2025Q1: 1,998,637 shares; 2025Q2: 1,884,812 shares; 2025Q3: 1,886,234 shares; 2025Q4: 1,808,768 shares; 2026Q1: 1,844,238 shares 1,844,238 $98.2M 0.06% +35,470 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: 1,114,743 shares; 2024Q4: 1,185,165 shares; 2025Q1: 1,276,965 shares; 2025Q2: 1,248,516 shares; 2025Q3: 1,309,827 shares; 2025Q4: 1,400,833 shares; 2026Q1: 1,396,712 shares 1,396,712 $95.4M 0.06% -4,121 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,532 shares; 2024Q4: 164,864 shares; 2025Q1: 157,642 shares; 2025Q2: 278,602 shares; 2025Q3: 373,931 shares; 2025Q4: 362,876 shares; 2026Q1: 449,274 shares 449,274 $94.4M 0.05% +86,398 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: 694,922 shares; 2024Q4: 711,010 shares; 2025Q1: 712,024 shares; 2025Q2: 707,764 shares; 2025Q3: 978,091 shares; 2025Q4: 970,400 shares; 2026Q1: 1,005,223 shares 1,005,223 $92.6M 0.05% +34,823 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: 1,825,728 shares; 2024Q4: 1,819,356 shares; 2025Q1: 1,799,620 shares; 2025Q2: 1,908,244 shares; 2025Q3: 1,931,478 shares; 2025Q4: 1,912,458 shares; 2026Q1: 1,914,845 shares 1,914,845 $92.5M 0.05% +2,387 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,343,420 shares; 2024Q4: 1,289,388 shares; 2025Q1: 1,220,747 shares; 2025Q2: 1,205,350 shares; 2025Q3: 1,195,946 shares; 2025Q4: 1,046,044 shares; 2026Q1: 1,037,111 shares 1,037,111 $92M 0.05% -8,933 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 564,128 shares; 2024Q4: 555,446 shares; 2025Q1: 621,606 shares; 2025Q2: 744,884 shares; 2025Q3: 741,988 shares; 2025Q4: 825,971 shares; 2026Q1: 947,377 shares 947,377 $90.6M 0.05% +121,406 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: 401,762 shares; 2024Q4: 397,932 shares; 2025Q1: 395,366 shares; 2025Q2: 382,358 shares; 2025Q3: 382,430 shares; 2025Q4: 383,029 shares; 2026Q1: 382,079 shares 382,079 $90.3M 0.05% -950 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 743,107 shares; 2024Q4: 813,269 shares; 2025Q1: 843,901 shares; 2025Q2: 1,016,587 shares; 2025Q3: 1,089,061 shares; 2025Q4: 1,092,021 shares; 2026Q1: 1,180,277 shares 1,180,277 $90.1M 0.05% +88,256 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: 519,471 shares; 2024Q4: 522,679 shares; 2025Q1: 677,775 shares; 2025Q2: 664,992 shares; 2025Q3: 668,188 shares; 2025Q4: 669,784 shares; 2026Q1: 687,731 shares 687,731 $90.1M 0.05% +17,947 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,030,705 shares; 2024Q4: 1,025,620 shares; 2025Q1: 941,926 shares; 2025Q2: 927,555 shares; 2025Q3: 888,103 shares; 2025Q4: 857,440 shares; 2026Q1: 835,914 shares 835,914 $89.3M 0.05% -21,526 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: 272,653 shares; 2024Q4: 291,576 shares; 2025Q1: 308,018 shares; 2025Q2: 348,330 shares; 2025Q3: 357,254 shares; 2025Q4: 382,031 shares; 2026Q1: 407,537 shares 407,537 $87.6M 0.05% +25,506 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: 107,515 shares; 2024Q4: 106,797 shares; 2025Q1: 103,586 shares; 2025Q2: 103,433 shares; 2025Q3: 102,981 shares; 2025Q4: 141,496 shares; 2026Q1: 144,077 shares 144,077 $87.2M 0.05% +2,581 Timeline VWOB 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: 997,238 shares; 2024Q4: 1,026,768 shares; 2025Q1: 1,055,993 shares; 2025Q2: 1,292,226 shares; 2025Q3: 1,307,972 shares; 2025Q4: 1,331,027 shares; 2026Q1: 1,311,599 shares 1,311,599 $86.2M 0.05% -19,428 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: 132,480 shares; 2024Q4: 256,737 shares; 2025Q1: 266,596 shares; 2025Q2: 269,518 shares; 2025Q3: 266,410 shares; 2025Q4: 257,071 shares; 2026Q1: 263,162 shares 263,162 $84.4M 0.05% +6,091 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: 364,817 shares; 2024Q4: 353,387 shares; 2025Q1: 342,553 shares; 2025Q2: 347,633 shares; 2025Q3: 339,570 shares; 2025Q4: 338,812 shares; 2026Q1: 344,132 shares 344,132 $84M 0.05% +5,320 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: 64,321 shares; 2024Q4: 67,590 shares; 2025Q1: 293,600 shares; 2025Q2: 306,894 shares; 2025Q3: 304,037 shares; 2025Q4: 299,652 shares; 2026Q1: 304,366 shares 304,366 $83.8M 0.05% +4,714 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: 624,544 shares; 2024Q4: 626,131 shares; 2025Q1: 607,687 shares; 2025Q2: 597,846 shares; 2025Q3: 603,656 shares; 2025Q4: 604,156 shares; 2026Q1: 611,485 shares 611,485 $83.1M 0.05% +7,329 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,612,036 shares; 2024Q4: 1,783,056 shares; 2025Q1: 1,620,082 shares; 2025Q2: 1,628,603 shares; 2025Q3: 1,564,869 shares; 2025Q4: 1,583,602 shares; 2026Q1: 1,732,033 shares 1,732,033 $82.8M 0.05% +148,431 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: 127,892 shares; 2024Q4: 114,261 shares; 2025Q1: 117,935 shares; 2025Q2: 152,264 shares; 2025Q3: 159,500 shares; 2025Q4: 156,235 shares; 2026Q1: 188,054 shares 188,054 $81.3M 0.05% +31,819 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: 327,613 shares; 2024Q4: 317,312 shares; 2025Q1: 330,842 shares; 2025Q2: 347,024 shares; 2025Q3: 359,057 shares; 2025Q4: 376,943 shares; 2026Q1: 398,119 shares 398,119 $81M 0.05% +21,176 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: 107,455 shares; 2024Q4: 245,032 shares; 2025Q1: 372,684 shares; 2025Q2: 456,946 shares; 2025Q3: 492,480 shares; 2025Q4: 511,192 shares; 2026Q1: 552,092 shares 552,092 $80.8M 0.05% +40,900 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 620,126 shares; 2024Q4: 601,813 shares; 2025Q1: 583,053 shares; 2025Q2: 571,846 shares; 2025Q3: 551,790 shares; 2025Q4: 550,200 shares; 2026Q1: 558,535 shares 558,535 $79.4M 0.05% +8,335 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430,063 shares; 2024Q4: 420,344 shares; 2025Q1: 408,617 shares; 2025Q2: 401,125 shares; 2025Q3: 394,103 shares; 2025Q4: 383,255 shares; 2026Q1: 379,469 shares 379,469 $78.7M 0.05% -3,786 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: 190,498 shares; 2024Q4: 190,883 shares; 2025Q1: 200,276 shares; 2025Q2: 420,683 shares; 2025Q3: 420,330 shares; 2025Q4: 424,694 shares; 2026Q1: 424,878 shares 424,878 $77.5M 0.04% +184 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: 133,147 shares; 2024Q4: 136,711 shares; 2025Q1: 133,670 shares; 2025Q2: 133,847 shares; 2025Q3: 131,654 shares; 2025Q4: 160,677 shares; 2026Q1: 166,908 shares 166,908 $76.9M 0.04% +6,231 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: 980,063 shares; 2024Q4: 975,812 shares; 2025Q1: 959,126 shares; 2025Q2: 958,841 shares; 2025Q3: 953,347 shares; 2025Q4: 890,391 shares; 2026Q1: 899,670 shares 899,670 $76.7M 0.04% +9,279 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: 512,797 shares; 2024Q4: 540,451 shares; 2025Q1: 563,295 shares; 2025Q2: 556,559 shares; 2025Q3: 568,654 shares; 2025Q4: 644,190 shares; 2026Q1: 643,404 shares 643,404 $76.3M 0.04% -786 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: 185,807 shares; 2024Q4: 181,855 shares; 2025Q1: 181,128 shares; 2025Q2: 181,705 shares; 2025Q3: 175,760 shares; 2025Q4: 173,151 shares; 2026Q1: 164,514 shares 164,514 $76.2M 0.04% -8,637 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 573,114 shares; 2024Q4: 606,078 shares; 2025Q1: 607,444 shares; 2025Q2: 607,027 shares; 2025Q3: 616,457 shares; 2025Q4: 728,134 shares; 2026Q1: 704,998 shares 704,998 $75.2M 0.04% -23,136 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,273,685 shares; 2024Q4: 1,251,340 shares; 2025Q1: 1,203,198 shares; 2025Q2: 1,140,794 shares; 2025Q3: 1,107,443 shares; 2025Q4: 1,071,116 shares; 2026Q1: 1,024,880 shares 1,024,880 $75M 0.04% -46,236 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: 122,311 shares; 2024Q4: 118,235 shares; 2025Q1: 118,106 shares; 2025Q2: 115,824 shares; 2025Q3: 112,712 shares; 2025Q4: 110,599 shares; 2026Q1: 135,724 shares 135,724 $73M 0.04% +25,125 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,344,617 shares; 2024Q4: 1,120,472 shares; 2025Q1: 1,152,559 shares; 2025Q2: 1,215,796 shares; 2025Q3: 1,221,843 shares; 2025Q4: 1,188,016 shares; 2026Q1: 1,159,624 shares 1,159,624 $72.8M 0.04% -28,392 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326,359 shares; 2024Q4: 322,809 shares; 2025Q1: 313,039 shares; 2025Q2: 348,270 shares; 2025Q3: 344,744 shares; 2025Q4: 339,198 shares; 2026Q1: 334,633 shares 334,633 $72.5M 0.04% -4,565 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 659,615 shares; 2024Q4: 624,804 shares; 2025Q1: 619,218 shares; 2025Q2: 603,012 shares; 2025Q3: 589,699 shares; 2025Q4: 546,154 shares; 2026Q1: 528,506 shares 528,506 $71.9M 0.04% -17,648 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,391 shares; 2024Q4: 567,460 shares; 2025Q1: 575,923 shares; 2025Q2: 584,758 shares; 2025Q3: 581,418 shares; 2025Q4: 571,909 shares; 2026Q1: 494,268 shares 494,268 $71.6M 0.04% -77,641 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,141 shares; 2024Q4: 88,171 shares; 2025Q1: 1,032,555 shares; 2025Q2: 1,030,558 shares; 2025Q3: 1,028,952 shares; 2025Q4: 1,035,606 shares; 2026Q1: 973,671 shares 973,671 $69.9M 0.04% -61,935 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: 292,492 shares; 2024Q4: 283,970 shares; 2025Q1: 308,029 shares; 2025Q2: 295,232 shares; 2025Q3: 281,960 shares; 2025Q4: 392,595 shares; 2026Q1: 404,541 shares 404,541 $69.8M 0.04% +11,946 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,490 shares; 2024Q4: 44,940 shares; 2025Q1: 51,260 shares; 2025Q2: 51,000 shares; 2025Q3: 50,458 shares; 2025Q4: 153,125 shares; 2026Q1: 146,982 shares 146,982 $69.8M 0.04% -6,143 Timeline CWB 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: 846,950 shares; 2024Q4: 822,154 shares; 2025Q1: 806,490 shares; 2025Q2: 778,157 shares; 2025Q3: 778,616 shares; 2025Q4: 782,173 shares; 2026Q1: 753,977 shares 753,977 $69M 0.04% -28,196 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: 890,180 shares; 2024Q4: 884,892 shares; 2025Q1: 908,572 shares; 2025Q2: 885,040 shares; 2025Q3: 820,427 shares; 2025Q4: 787,447 shares; 2026Q1: 740,238 shares 740,238 $68.8M 0.04% -47,209 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: 216,060 shares; 2024Q4: 209,923 shares; 2025Q1: 203,695 shares; 2025Q2: 200,099 shares; 2025Q3: 201,853 shares; 2025Q4: 198,654 shares; 2026Q1: 200,080 shares 200,080 $68.7M 0.04% +1,426 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362,339 shares; 2024Q4: 318,024 shares; 2025Q1: 289,550 shares; 2025Q2: 284,917 shares; 2025Q3: 276,336 shares; 2025Q4: 261,712 shares; 2026Q1: 256,912 shares 256,912 $68.5M 0.04% -4,800 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: 364,529 shares; 2024Q4: 354,885 shares; 2025Q1: 373,297 shares; 2025Q2: 375,421 shares; 2025Q3: 345,569 shares; 2025Q4: 337,731 shares; 2026Q1: 342,295 shares 342,295 $68.1M 0.04% +4,564 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: 782,663 shares; 2024Q4: 766,724 shares; 2025Q1: 788,114 shares; 2025Q2: 783,536 shares; 2025Q3: 767,504 shares; 2025Q4: 771,849 shares; 2026Q1: 724,515 shares 724,515 $67.9M 0.04% -47,334 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: 390,175 shares; 2024Q4: 393,801 shares; 2025Q1: 408,113 shares; 2025Q2: 416,136 shares; 2025Q3: 420,970 shares; 2025Q4: 474,105 shares; 2026Q1: 486,271 shares 486,271 $67.8M 0.04% +12,166 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,006,957 shares; 2024Q4: 1,063,488 shares; 2025Q1: 1,113,410 shares; 2025Q2: 1,162,433 shares; 2025Q3: 1,172,358 shares; 2025Q4: 974,212 shares; 2026Q1: 900,843 shares 900,843 $67.7M 0.04% -73,369 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: 456,897 shares; 2024Q4: 448,768 shares; 2025Q1: 425,435 shares; 2025Q2: 574,419 shares; 2025Q3: 584,204 shares; 2025Q4: 483,570 shares; 2026Q1: 460,743 shares 460,743 $67.2M 0.04% -22,827 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: 1,417,064 shares; 2024Q4: 1,439,055 shares; 2025Q1: 1,431,447 shares; 2025Q2: 1,427,474 shares; 2025Q3: 1,434,212 shares; 2025Q4: 1,440,924 shares; 2026Q1: 1,455,397 shares 1,455,397 $67.2M 0.04% +14,473 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: 394,553 shares; 2024Q4: 389,359 shares; 2025Q1: 379,904 shares; 2025Q2: 374,478 shares; 2025Q3: 372,638 shares; 2025Q4: 371,681 shares; 2026Q1: 366,500 shares 366,500 $66.5M 0.04% -5,181 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: 1,328,695 shares; 2024Q4: 1,436,099 shares; 2025Q1: 1,391,550 shares; 2025Q2: 1,303,270 shares; 2025Q3: 1,270,097 shares; 2025Q4: 1,323,857 shares; 2026Q1: 1,331,869 shares 1,331,869 $65.8M 0.04% +8,012 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 674,695 shares; 2024Q4: 668,998 shares; 2025Q1: 655,937 shares; 2025Q2: 590,875 shares; 2025Q3: 569,168 shares; 2025Q4: 557,667 shares; 2026Q1: 554,609 shares 554,609 $65.7M 0.04% -3,058 Timeline EVTR 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: 6,318 shares; 2024Q4: 90,037 shares; 2025Q1: 201,959 shares; 2025Q2: 273,603 shares; 2025Q3: 565,276 shares; 2025Q4: 951,805 shares; 2026Q1: 1,293,704 shares 1,293,704 $65.7M 0.04% +341,899 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,572,548 shares; 2024Q4: 1,650,664 shares; 2025Q1: 1,605,542 shares; 2025Q2: 1,871,909 shares; 2025Q3: 1,975,232 shares; 2025Q4: 2,181,566 shares; 2026Q1: 2,154,007 shares 2,154,007 $64.8M 0.04% -27,559 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: 303,043 shares; 2024Q4: 297,414 shares; 2025Q1: 275,139 shares; 2025Q2: 304,825 shares; 2025Q3: 334,852 shares; 2025Q4: 335,080 shares; 2026Q1: 338,621 shares 338,621 $64.2M 0.04% +3,541 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: 222,487 shares; 2024Q4: 214,747 shares; 2025Q1: 212,656 shares; 2025Q2: 208,528 shares; 2025Q3: 205,326 shares; 2025Q4: 203,645 shares; 2026Q1: 203,008 shares 203,008 $63.8M 0.04% -637 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 347,903 shares; 2024Q4: 302,637 shares; 2025Q1: 319,062 shares; 2025Q2: 322,933 shares; 2025Q3: 317,663 shares; 2025Q4: 308,383 shares; 2026Q1: 317,853 shares 317,853 $63M 0.04% +9,470 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: 565,166 shares; 2024Q4: 555,400 shares; 2025Q1: 547,609 shares; 2025Q2: 494,740 shares; 2025Q3: 500,812 shares; 2025Q4: 481,519 shares; 2026Q1: 476,908 shares 476,908 $62.5M 0.04% -4,611 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: 1,138,288 shares; 2024Q4: 1,096,834 shares; 2025Q1: 1,072,433 shares; 2025Q2: 1,040,238 shares; 2025Q3: 996,102 shares; 2025Q4: 984,193 shares; 2026Q1: 1,003,510 shares 1,003,510 $62M 0.04% +19,317 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 630,755 shares; 2024Q4: 659,203 shares; 2025Q1: 651,474 shares; 2025Q2: 842,321 shares; 2025Q3: 649,058 shares; 2025Q4: 658,610 shares; 2026Q1: 648,005 shares 648,005 $62M 0.04% -10,605 Timeline PAAA 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: 9,698 shares; 2024Q4: 50,610 shares; 2025Q1: 94,166 shares; 2025Q2: 689,582 shares; 2025Q3: 825,765 shares; 2025Q4: 931,891 shares; 2026Q1: 1,203,448 shares 1,203,448 $61.6M 0.04% +271,557 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 387,558 shares; 2024Q4: 385,718 shares; 2025Q1: 384,623 shares; 2025Q2: 382,550 shares; 2025Q3: 383,226 shares; 2025Q4: 384,230 shares; 2026Q1: 383,709 shares 383,709 $60.4M 0.03% -521 Timeline SCHC 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: 4,709,871 shares; 2024Q4: 4,982,980 shares; 2025Q1: 2,558,500 shares; 2025Q2: 1,509,236 shares; 2025Q3: 1,430,299 shares; 2025Q4: 1,291,171 shares; 2026Q1: 1,256,188 shares 1,256,188 $58.7M 0.03% -34,983 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: 156,183 shares; 2024Q4: 153,724 shares; 2025Q1: 147,986 shares; 2025Q2: 144,775 shares; 2025Q3: 141,921 shares; 2025Q4: 138,079 shares; 2026Q1: 134,569 shares 134,569 $58.7M 0.03% -3,510 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: 771,994 shares; 2024Q4: 788,363 shares; 2025Q1: 765,232 shares; 2025Q2: 667,503 shares; 2025Q3: 644,939 shares; 2025Q4: 837,606 shares; 2026Q1: 937,281 shares 937,281 $57.4M 0.03% +99,675 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: 574,483 shares; 2024Q4: 525,272 shares; 2025Q1: 553,907 shares; 2025Q2: 632,959 shares; 2025Q3: 639,312 shares; 2025Q4: 641,711 shares; 2026Q1: 658,800 shares 658,800 $57.1M 0.03% +17,089 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 725,416 shares; 2024Q4: 722,745 shares; 2025Q1: 693,051 shares; 2025Q2: 974,291 shares; 2025Q3: 1,200,512 shares; 2025Q4: 1,215,772 shares; 2026Q1: 1,254,277 shares 1,254,277 $57M 0.03% +38,505 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: 743,705 shares; 2024Q4: 729,547 shares; 2025Q1: 730,650 shares; 2025Q2: 720,085 shares; 2025Q3: 662,970 shares; 2025Q4: 673,135 shares; 2026Q1: 678,065 shares 678,065 $56.8M 0.03% +4,930 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424,523 shares; 2024Q4: 332,651 shares; 2025Q1: 295,055 shares; 2025Q2: 284,255 shares; 2025Q3: 277,703 shares; 2025Q4: 277,075 shares; 2026Q1: 271,206 shares 271,206 $56.4M 0.03% -5,869 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: 267,309 shares; 2024Q4: 305,592 shares; 2025Q1: 337,965 shares; 2025Q2: 407,600 shares; 2025Q3: 461,942 shares; 2025Q4: 535,056 shares; 2026Q1: 596,921 shares 596,921 $56.3M 0.03% +61,865 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: 762,545 shares; 2024Q4: 669,458 shares; 2025Q1: 628,155 shares; 2025Q2: 614,915 shares; 2025Q3: 594,544 shares; 2025Q4: 635,006 shares; 2026Q1: 593,863 shares 593,863 $55.8M 0.03% -41,143 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: 335,906 shares; 2024Q4: 361,893 shares; 2025Q1: 365,707 shares; 2025Q2: 365,067 shares; 2025Q3: 383,719 shares; 2025Q4: 301,599 shares; 2026Q1: 297,296 shares 297,296 $55.5M 0.03% -4,303 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,793 shares; 2024Q4: 7,149 shares; 2025Q1: 6,227 shares; 2025Q2: 6,615 shares; 2025Q3: 7,201 shares; 2025Q4: 133,415 shares; 2026Q1: 138,876 shares 138,876 $54.7M 0.03% +5,461 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,041,580 shares; 2024Q4: 984,727 shares; 2025Q1: 944,044 shares; 2025Q2: 916,045 shares; 2025Q3: 926,172 shares; 2025Q4: 900,082 shares; 2026Q1: 810,702 shares 810,702 $54.3M 0.03% -89,380 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 358,192 shares; 2024Q4: 346,744 shares; 2025Q1: 334,588 shares; 2025Q2: 312,712 shares; 2025Q3: 306,468 shares; 2025Q4: 324,982 shares; 2026Q1: 318,588 shares 318,588 $53.8M 0.03% -6,394 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: 31,711 shares; 2024Q4: 33,004 shares; 2025Q1: 37,902 shares; 2025Q2: 52,401 shares; 2025Q3: 55,494 shares; 2025Q4: 46,910 shares; 2026Q1: 40,321 shares 40,321 $53.3M 0.03% -6,589 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: 58,886 shares; 2024Q4: 49,199 shares; 2025Q1: 49,504 shares; 2025Q2: 48,867 shares; 2025Q3: 48,771 shares; 2025Q4: 48,329 shares; 2026Q1: 48,452 shares 48,452 $52.9M 0.03% +123 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: 514,312 shares; 2024Q4: 518,712 shares; 2025Q1: 518,272 shares; 2025Q2: 522,032 shares; 2025Q3: 530,629 shares; 2025Q4: 512,996 shares; 2026Q1: 547,233 shares 547,233 $52.8M 0.03% +34,237 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: 152,789 shares; 2024Q4: 155,763 shares; 2025Q1: 156,938 shares; 2025Q2: 161,902 shares; 2025Q3: 163,613 shares; 2025Q4: 169,275 shares; 2026Q1: 177,061 shares 177,061 $52.3M 0.03% +7,786 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: 1,434,840 shares; 2024Q4: 1,355,595 shares; 2025Q1: 1,249,483 shares; 2025Q2: 1,177,476 shares; 2025Q3: 1,143,100 shares; 2025Q4: 1,103,635 shares; 2026Q1: 988,283 shares 988,283 $52.2M 0.03% -115,352 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: 255,118 shares; 2024Q4: 301,046 shares; 2025Q1: 321,917 shares; 2025Q2: 357,721 shares; 2025Q3: 416,396 shares; 2025Q4: 441,934 shares; 2026Q1: 470,834 shares 470,834 $52M 0.03% +28,900 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: 76,578 shares; 2024Q4: 89,766 shares; 2025Q1: 101,515 shares; 2025Q2: 113,394 shares; 2025Q3: 117,477 shares; 2025Q4: 121,271 shares; 2026Q1: 132,176 shares 132,176 $51.6M 0.03% +10,905 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: 373,148 shares; 2024Q4: 379,623 shares; 2025Q1: 396,327 shares; 2025Q2: 398,843 shares; 2025Q3: 416,872 shares; 2025Q4: 444,002 shares; 2026Q1: 453,950 shares 453,950 $51.5M 0.03% +9,948 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 835,694 shares; 2024Q4: 814,344 shares; 2025Q1: 785,248 shares; 2025Q2: 762,208 shares; 2025Q3: 919,063 shares; 2025Q4: 1,119,613 shares; 2026Q1: 1,117,676 shares 1,117,676 $51.2M 0.03% -1,937 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: 149,813 shares; 2024Q4: 155,342 shares; 2025Q1: 155,865 shares; 2025Q2: 152,790 shares; 2025Q3: 156,970 shares; 2025Q4: 155,974 shares; 2026Q1: 160,374 shares 160,374 $51M 0.03% +4,400 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299,849 shares; 2024Q4: 202,711 shares; 2025Q1: 202,642 shares; 2025Q2: 163,392 shares; 2025Q3: 177,281 shares; 2025Q4: 172,001 shares; 2026Q1: 681,612 shares 681,612 $50.9M 0.03% +509,611 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 686,974 shares; 2024Q4: 599,446 shares; 2025Q1: 563,471 shares; 2025Q2: 548,148 shares; 2025Q3: 508,104 shares; 2025Q4: 473,432 shares; 2026Q1: 455,864 shares 455,864 $50.3M 0.03% -17,568 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,060,030 shares; 2024Q4: 1,024,405 shares; 2025Q1: 1,013,495 shares; 2025Q2: 980,411 shares; 2025Q3: 946,401 shares; 2025Q4: 887,987 shares; 2026Q1: 889,148 shares 889,148 $50.1M 0.03% +1,161 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: 600,748 shares; 2024Q4: 572,625 shares; 2025Q1: 532,205 shares; 2025Q2: 498,417 shares; 2025Q3: 452,979 shares; 2025Q4: 422,804 shares; 2026Q1: 410,207 shares 410,207 $49.7M 0.03% -12,597 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: 314,113 shares; 2024Q4: 303,636 shares; 2025Q1: 295,549 shares; 2025Q2: 292,943 shares; 2025Q3: 282,102 shares; 2025Q4: 277,497 shares; 2026Q1: 303,142 shares 303,142 $49M 0.03% +25,645 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 469,799 shares; 2024Q4: 467,676 shares; 2025Q1: 461,434 shares; 2025Q2: 512,010 shares; 2025Q3: 517,685 shares; 2025Q4: 511,447 shares; 2026Q1: 516,619 shares 516,619 $48.2M 0.03% +5,172 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: 35,619 shares; 2024Q4: 33,857 shares; 2025Q1: 35,002 shares; 2025Q2: 527,980 shares; 2025Q3: 526,177 shares; 2025Q4: 514,236 shares; 2026Q1: 519,693 shares 519,693 $48M 0.03% +5,457 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: 238,067 shares; 2024Q4: 252,426 shares; 2025Q1: 263,501 shares; 2025Q2: 269,956 shares; 2025Q3: 246,075 shares; 2025Q4: 258,121 shares; 2026Q1: 250,007 shares 250,007 $46.7M 0.03% -8,114 Timeline KORP 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: 43,441 shares; 2024Q4: 153,846 shares; 2025Q1: 216,096 shares; 2025Q2: 319,044 shares; 2025Q3: 516,948 shares; 2025Q4: 790,062 shares; 2026Q1: 989,755 shares 989,755 $46.1M 0.03% +199,693 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,995 shares; 2024Q4: 224,601 shares; 2025Q1: 351,775 shares; 2025Q2: 438,284 shares; 2025Q3: 579,155 shares; 2025Q4: 793,326 shares; 2026Q1: 966,425 shares 966,425 $45.5M 0.03% +173,099 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: 1,256,156 shares; 2024Q4: 1,255,270 shares; 2025Q1: 1,223,757 shares; 2025Q2: 1,215,749 shares; 2025Q3: 1,252,088 shares; 2025Q4: 1,220,948 shares; 2026Q1: 1,200,531 shares 1,200,531 $45.4M 0.03% -20,417 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: 215,475 shares; 2024Q4: 212,815 shares; 2025Q1: 219,460 shares; 2025Q2: 218,060 shares; 2025Q3: 221,160 shares; 2025Q4: 224,453 shares; 2026Q1: 227,950 shares 227,950 $45.1M 0.03% +3,497 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: 96,357 shares; 2024Q4: 210,736 shares; 2025Q1: 222,202 shares; 2025Q2: 242,851 shares; 2025Q3: 249,413 shares; 2025Q4: 247,391 shares; 2026Q1: 276,761 shares 276,761 $44.4M 0.03% +29,370 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 677,110 shares; 2024Q4: 703,661 shares; 2025Q1: 723,539 shares; 2025Q2: 804,540 shares; 2025Q3: 861,590 shares; 2025Q4: 945,472 shares; 2026Q1: 1,033,324 shares 1,033,324 $43.9M 0.03% +87,852 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: 604,695 shares; 2024Q4: 584,474 shares; 2025Q1: 585,098 shares; 2025Q2: 553,856 shares; 2025Q3: 563,454 shares; 2025Q4: 553,642 shares; 2026Q1: 556,985 shares 556,985 $43.8M 0.03% +3,343 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 739,322 shares; 2024Q4: 723,188 shares; 2025Q1: 722,345 shares; 2025Q2: 728,965 shares; 2025Q3: 728,047 shares; 2025Q4: 731,242 shares; 2026Q1: 741,589 shares 741,589 $43.3M 0.03% +10,347 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 633,942 shares; 2024Q4: 604,578 shares; 2025Q1: 581,079 shares; 2025Q2: 566,487 shares; 2025Q3: 551,048 shares; 2025Q4: 538,041 shares; 2026Q1: 537,599 shares 537,599 $43.1M 0.02% -442 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: 61,545 shares; 2024Q4: 61,162 shares; 2025Q1: 60,081 shares; 2025Q2: 60,863 shares; 2025Q3: 59,804 shares; 2025Q4: 58,757 shares; 2026Q1: 58,106 shares 58,106 $42.3M 0.02% -651 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: 744,628 shares; 2024Q4: 600,061 shares; 2025Q1: 559,769 shares; 2025Q2: 568,176 shares; 2025Q3: 555,287 shares; 2025Q4: 585,322 shares; 2026Q1: 588,829 shares 588,829 $42.3M 0.02% +3,507 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: 631,579 shares; 2024Q4: 620,966 shares; 2025Q1: 610,289 shares; 2025Q2: 582,625 shares; 2025Q3: 523,800 shares; 2025Q4: 501,279 shares; 2026Q1: 466,890 shares 466,890 $42.1M 0.02% -34,389 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,763 shares; 2024Q4: 199,631 shares; 2025Q1: 201,382 shares; 2025Q2: 198,283 shares; 2025Q3: 194,321 shares; 2025Q4: 192,994 shares; 2026Q1: 193,568 shares 193,568 $41.5M 0.02% +574 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: 21,677 shares; 2024Q4: 22,287 shares; 2025Q1: 24,900 shares; 2025Q2: 25,945 shares; 2025Q3: 26,347 shares; 2025Q4: 26,140 shares; 2026Q1: 28,090 shares 28,090 $41.4M 0.02% +1,950 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 564,695 shares; 2024Q4: 533,785 shares; 2025Q1: 514,019 shares; 2025Q2: 507,702 shares; 2025Q3: 495,076 shares; 2025Q4: 454,413 shares; 2026Q1: 427,654 shares 427,654 $41.3M 0.02% -26,759 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 886,582 shares; 2024Q4: 861,652 shares; 2025Q1: 842,541 shares; 2025Q2: 855,150 shares; 2025Q3: 849,613 shares; 2025Q4: 974,898 shares; 2026Q1: 952,093 shares 952,093 $39.7M 0.02% -22,805 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: 264,176 shares; 2025Q1: 285,258 shares; 2025Q2: 291,073 shares; 2025Q3: 301,391 shares; 2025Q4: 301,737 shares; 2026Q1: 322,029 shares 322,029 $39.5M 0.02% +20,292 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: 1,235,078 shares; 2024Q4: 1,205,977 shares; 2025Q1: 1,202,351 shares; 2025Q2: 938,965 shares; 2025Q3: 884,608 shares; 2025Q4: 880,174 shares; 2026Q1: 850,276 shares 850,276 $39.1M 0.02% -29,898 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: 1,661,380 shares; 2024Q4: 1,655,715 shares; 2025Q1: 1,436,950 shares; 2025Q2: 610,968 shares; 2025Q3: 536,602 shares; 2025Q4: 512,070 shares; 2026Q1: 496,916 shares 496,916 $39M 0.02% -15,154 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 313,300 shares; 2024Q4: 311,118 shares; 2025Q1: 304,908 shares; 2025Q2: 294,692 shares; 2025Q3: 295,143 shares; 2025Q4: 302,950 shares; 2026Q1: 307,204 shares 307,204 $38.9M 0.02% +4,254 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 369,267 shares; 2024Q4: 411,597 shares; 2025Q1: 420,038 shares; 2025Q2: 819,372 shares; 2025Q3: 827,431 shares; 2025Q4: 822,308 shares; 2026Q1: 837,695 shares 837,695 $38.9M 0.02% +15,387 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: 455,803 shares; 2024Q4: 463,502 shares; 2025Q1: 443,529 shares; 2025Q2: 439,152 shares; 2025Q3: 437,421 shares; 2025Q4: 470,024 shares; 2026Q1: 501,073 shares 501,073 $38.7M 0.02% +31,049 Timeline SEMG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,625,392 shares; 2025Q4: 1,588,556 shares; 2026Q1: 1,603,592 shares 1,603,592 $38.6M 0.02% +15,036 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,771 shares; 2024Q4: 171,797 shares; 2025Q1: 170,044 shares; 2025Q2: 162,888 shares; 2025Q3: 154,705 shares; 2025Q4: 141,314 shares; 2026Q1: 141,121 shares 141,121 $38.4M 0.02% -193 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261,167 shares; 2024Q4: 258,018 shares; 2025Q1: 255,934 shares; 2025Q2: 252,696 shares; 2025Q3: 248,284 shares; 2025Q4: 244,550 shares; 2026Q1: 244,846 shares 244,846 $38.1M 0.02% +296 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 441,956 shares; 2024Q4: 456,443 shares; 2025Q1: 456,053 shares; 2025Q2: 543,697 shares; 2025Q3: 492,750 shares; 2025Q4: 460,944 shares; 2026Q1: 513,075 shares 513,075 $37.9M 0.02% +52,131 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: 306,340 shares; 2024Q4: 306,725 shares; 2025Q1: 340,705 shares; 2025Q2: 362,913 shares; 2025Q3: 353,560 shares; 2025Q4: 379,099 shares; 2026Q1: 401,548 shares 401,548 $37.7M 0.02% +22,449 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307,151 shares; 2024Q4: 307,288 shares; 2025Q1: 307,545 shares; 2025Q2: 297,713 shares; 2025Q3: 283,489 shares; 2025Q4: 279,200 shares; 2026Q1: 274,556 shares 274,556 $37.6M 0.02% -4,644 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: 157,037 shares; 2024Q4: 150,697 shares; 2025Q1: 151,196 shares; 2025Q2: 153,565 shares; 2025Q3: 152,106 shares; 2025Q4: 150,873 shares; 2026Q1: 151,912 shares 151,912 $37.5M 0.02% +1,039 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: 106,522 shares; 2024Q4: 108,606 shares; 2025Q1: 116,786 shares; 2025Q2: 123,163 shares; 2025Q3: 124,611 shares; 2025Q4: 128,926 shares; 2026Q1: 133,731 shares 133,731 $37.3M 0.02% +4,805 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: 132,757 shares; 2024Q4: 132,387 shares; 2025Q1: 132,491 shares; 2025Q2: 135,706 shares; 2025Q3: 135,398 shares; 2025Q4: 133,422 shares; 2026Q1: 139,657 shares 139,657 $37.2M 0.02% +6,235 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: 326,829 shares; 2024Q4: 271,094 shares; 2025Q1: 379,999 shares; 2025Q2: 462,675 shares; 2025Q3: 504,750 shares; 2025Q4: 485,148 shares; 2026Q1: 514,735 shares 514,735 $37M 0.02% +29,587 Timeline PWV 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: 535,615 shares; 2024Q4: 543,778 shares; 2025Q1: 539,264 shares; 2025Q2: 538,770 shares; 2025Q3: 564,431 shares; 2025Q4: 563,127 shares; 2026Q1: 519,784 shares 519,784 $36.2M 0.02% -43,343 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 329,602 shares; 2026Q1: 310,544 shares 310,544 $35.8M 0.02% -19,058 Timeline FLSP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,914 shares; 2025Q2: 1,052,350 shares; 2025Q3: 1,179,936 shares; 2025Q4: 1,244,524 shares; 2026Q1: 1,313,990 shares 1,313,990 $35.7M 0.02% +69,466 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 499,689 shares; 2024Q4: 508,078 shares; 2025Q1: 522,492 shares; 2025Q2: 518,995 shares; 2025Q3: 490,646 shares; 2025Q4: 447,217 shares; 2026Q1: 436,081 shares 436,081 $35.6M 0.02% -11,136 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,454 shares; 2024Q4: 148,575 shares; 2025Q1: 133,766 shares; 2025Q2: 125,170 shares; 2025Q3: 125,158 shares; 2025Q4: 128,716 shares; 2026Q1: 140,175 shares 140,175 $35.6M 0.02% +11,459 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,360 shares; 2024Q4: 8,385 shares; 2025Q1: 8,604 shares; 2025Q2: 8,784 shares; 2025Q3: 8,868 shares; 2025Q4: 8,693 shares; 2026Q1: 8,455 shares 8,455 $35.6M 0.02% -238 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 406,070 shares; 2024Q4: 402,191 shares; 2025Q1: 400,387 shares; 2025Q2: 395,241 shares; 2025Q3: 393,039 shares; 2025Q4: 376,359 shares; 2026Q1: 371,109 shares 371,109 $35.1M 0.02% -5,250 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: 2,185,534 shares; 2024Q4: 1,056,262 shares; 2025Q1: 1,085,559 shares; 2025Q2: 829,618 shares; 2025Q3: 761,861 shares; 2025Q4: 668,294 shares; 2026Q1: 681,716 shares 681,716 $35M 0.02% +13,422 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: 186,609 shares; 2024Q4: 186,229 shares; 2025Q1: 175,537 shares; 2025Q2: 171,683 shares; 2025Q3: 170,094 shares; 2025Q4: 168,531 shares; 2026Q1: 167,204 shares 167,204 $34.9M 0.02% -1,327 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: 103,402 shares; 2024Q4: 98,615 shares; 2025Q1: 96,321 shares; 2025Q2: 92,296 shares; 2025Q3: 92,445 shares; 2025Q4: 95,893 shares; 2026Q1: 100,684 shares 100,684 $34.8M 0.02% +4,791 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,511,174 shares; 2024Q4: 1,492,294 shares; 2025Q1: 1,461,790 shares; 2025Q2: 1,426,699 shares; 2025Q3: 1,679,768 shares; 2025Q4: 1,003,290 shares; 2026Q1: 926,538 shares 926,538 $34.5M 0.02% -76,752 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: 358,499 shares; 2024Q4: 326,526 shares; 2025Q1: 325,478 shares; 2025Q2: 340,015 shares; 2025Q3: 381,524 shares; 2025Q4: 746,281 shares; 2026Q1: 746,970 shares 746,970 $34.3M 0.02% +689 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,486 shares; 2024Q4: 306,887 shares; 2025Q1: 454,191 shares; 2025Q2: 501,955 shares; 2025Q3: 693,101 shares; 2025Q4: 775,287 shares; 2026Q1: 928,886 shares 928,886 $34.2M 0.02% +153,599 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: 220,827 shares; 2024Q4: 212,388 shares; 2025Q1: 220,179 shares; 2025Q2: 208,817 shares; 2025Q3: 212,784 shares; 2025Q4: 210,204 shares; 2026Q1: 220,134 shares 220,134 $33.6M 0.02% +9,930 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: 246,122 shares; 2024Q4: 241,617 shares; 2025Q1: 241,822 shares; 2025Q2: 247,670 shares; 2025Q3: 267,742 shares; 2025Q4: 267,215 shares; 2026Q1: 282,510 shares 282,510 $33.5M 0.02% +15,295 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,910 shares; 2024Q4: 31,965 shares; 2025Q1: 44,570 shares; 2025Q2: 365,595 shares; 2025Q3: 525,711 shares; 2025Q4: 589,887 shares; 2026Q1: 700,129 shares 700,129 $33.3M 0.02% +110,242 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417,060 shares; 2024Q4: 413,306 shares; 2025Q1: 395,868 shares; 2025Q2: 416,420 shares; 2025Q3: 405,520 shares; 2025Q4: 396,144 shares; 2026Q1: 380,902 shares 380,902 $33M 0.02% -15,242 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 814,401 shares; 2024Q4: 790,883 shares; 2025Q1: 782,656 shares; 2025Q2: 743,465 shares; 2025Q3: 763,226 shares; 2025Q4: 707,358 shares; 2026Q1: 701,446 shares 701,446 $33M 0.02% -5,912 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 742,334 shares; 2024Q4: 748,039 shares; 2025Q1: 723,393 shares; 2025Q2: 764,020 shares; 2025Q3: 811,016 shares; 2025Q4: 834,455 shares; 2026Q1: 841,382 shares 841,382 $32.8M 0.02% +6,927 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: 34,585 shares; 2024Q4: 65,680 shares; 2025Q1: 99,134 shares; 2025Q2: 110,724 shares; 2025Q3: 528,175 shares; 2025Q4: 560,065 shares; 2026Q1: 650,024 shares 650,024 $32.6M 0.02% +89,959 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: 282,083 shares; 2024Q4: 281,944 shares; 2025Q1: 266,554 shares; 2025Q2: 259,554 shares; 2025Q3: 218,051 shares; 2025Q4: 212,392 shares; 2026Q1: 220,815 shares 220,815 $32.4M 0.02% +8,423 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 524,665 shares; 2024Q4: 514,316 shares; 2025Q1: 491,169 shares; 2025Q2: 482,856 shares; 2025Q3: 462,580 shares; 2025Q4: 460,362 shares; 2026Q1: 453,842 shares 453,842 $32.4M 0.02% -6,520 Timeline HYS 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: 269,559 shares; 2024Q4: 280,119 shares; 2025Q1: 305,322 shares; 2025Q2: 317,183 shares; 2025Q3: 333,351 shares; 2025Q4: 342,776 shares; 2026Q1: 346,626 shares 346,626 $32.3M 0.02% +3,850 Timeline EELV 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: 1,045,793 shares; 2024Q4: 1,082,619 shares; 2025Q1: 1,095,243 shares; 2025Q2: 1,098,158 shares; 2025Q3: 1,118,723 shares; 2025Q4: 1,137,248 shares; 2026Q1: 1,146,906 shares 1,146,906 $32.2M 0.02% +9,658 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: 79,429 shares; 2024Q4: 78,622 shares; 2025Q1: 78,161 shares; 2025Q2: 76,156 shares; 2025Q3: 69,772 shares; 2025Q4: 69,425 shares; 2026Q1: 71,942 shares 71,942 $32.1M 0.02% +2,517 Timeline VSS 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: 391,172 shares; 2024Q4: 387,357 shares; 2025Q1: 354,827 shares; 2025Q2: 283,628 shares; 2025Q3: 237,663 shares; 2025Q4: 223,481 shares; 2026Q1: 218,510 shares 218,510 $31.9M 0.02% -4,971 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: 183,752 shares; 2024Q4: 180,014 shares; 2025Q1: 182,089 shares; 2025Q2: 180,399 shares; 2025Q3: 180,916 shares; 2025Q4: 191,658 shares; 2026Q1: 200,710 shares 200,710 $31.6M 0.02% +9,052 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 652,612 shares; 2024Q4: 650,295 shares; 2025Q1: 655,520 shares; 2025Q2: 652,771 shares; 2025Q3: 905,489 shares; 2025Q4: 769,795 shares; 2026Q1: 387,957 shares 387,957 $31.4M 0.02% -381,838 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,389 shares; 2024Q4: 52,949 shares; 2025Q1: 59,556 shares; 2025Q2: 253,647 shares; 2025Q3: 254,001 shares; 2025Q4: 254,045 shares; 2026Q1: 216,579 shares 216,579 $30.6M 0.02% -37,466 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,039 shares; 2024Q4: 90,402 shares; 2025Q1: 88,913 shares; 2025Q2: 88,101 shares; 2025Q3: 86,873 shares; 2025Q4: 83,493 shares; 2026Q1: 82,851 shares 82,851 $29.7M 0.02% -642 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,243 shares; 2024Q4: 151,968 shares; 2025Q1: 152,662 shares; 2025Q2: 163,420 shares; 2025Q3: 156,214 shares; 2025Q4: 573,164 shares; 2026Q1: 498,358 shares 498,358 $29.5M 0.02% -74,806 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,389 shares; 2024Q4: 132,946 shares; 2025Q1: 116,802 shares; 2025Q2: 114,718 shares; 2025Q3: 117,837 shares; 2025Q4: 114,797 shares; 2026Q1: 90,965 shares 90,965 $29.4M 0.02% -23,832 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 696,733 shares; 2024Q4: 329,889 shares; 2025Q1: 306,938 shares; 2025Q2: 292,798 shares; 2025Q3: 274,259 shares; 2025Q4: 265,109 shares; 2026Q1: 241,483 shares 241,483 $29.2M 0.02% -23,626 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: 512,999 shares; 2024Q4: 501,297 shares; 2025Q1: 513,190 shares; 2025Q2: 540,286 shares; 2025Q3: 573,797 shares; 2025Q4: 618,518 shares; 2026Q1: 685,873 shares 685,873 $29.2M 0.02% +67,355 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: 129,122 shares; 2024Q4: 167,424 shares; 2025Q1: 259,967 shares; 2025Q2: 287,571 shares; 2025Q3: 322,514 shares; 2025Q4: 353,775 shares; 2026Q1: 522,729 shares 522,729 $29M 0.02% +168,954 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: 219,444 shares; 2024Q4: 214,716 shares; 2025Q1: 213,753 shares; 2025Q2: 211,375 shares; 2025Q3: 212,240 shares; 2025Q4: 191,129 shares; 2026Q1: 200,463 shares 200,463 $29M 0.02% +9,334 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,228 shares; 2024Q4: 277,080 shares; 2025Q1: 276,017 shares; 2025Q2: 267,061 shares; 2025Q3: 252,438 shares; 2025Q4: 249,210 shares; 2026Q1: 254,693 shares 254,693 $28.8M 0.02% +5,483 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: 231,713 shares; 2024Q4: 224,622 shares; 2025Q1: 217,752 shares; 2025Q2: 213,559 shares; 2025Q3: 213,454 shares; 2025Q4: 207,868 shares; 2026Q1: 205,779 shares 205,779 $28.2M 0.02% -2,089 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: 364,203 shares; 2026Q1: 309,860 shares 309,860 $28.2M 0.02% -54,343 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: 303,619 shares; 2024Q4: 344,783 shares; 2025Q1: 360,092 shares; 2025Q2: 340,038 shares; 2025Q3: 345,818 shares; 2025Q4: 327,946 shares; 2026Q1: 317,709 shares 317,709 $27.5M 0.02% -10,237 Timeline SPYX 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: 473,078 shares; 2024Q4: 481,273 shares; 2025Q1: 479,684 shares; 2025Q2: 503,283 shares; 2025Q3: 507,940 shares; 2025Q4: 522,214 shares; 2026Q1: 512,610 shares 512,610 $27.2M 0.02% -9,604 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,695 shares; 2024Q4: 186,402 shares; 2025Q1: 184,109 shares; 2025Q2: 176,754 shares; 2025Q3: 173,878 shares; 2025Q4: 168,120 shares; 2026Q1: 169,472 shares 169,472 $26.6M 0.02% +1,352 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,972 shares; 2024Q4: 153,400 shares; 2025Q1: 158,237 shares; 2025Q2: 160,622 shares; 2025Q3: 161,237 shares; 2025Q4: 161,694 shares; 2026Q1: 243,021 shares 243,021 $26.4M 0.02% +81,327 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,821 shares; 2024Q4: 133,684 shares; 2025Q1: 183,394 shares; 2025Q2: 249,528 shares; 2025Q3: 251,997 shares; 2025Q4: 310,786 shares; 2026Q1: 342,093 shares 342,093 $26.4M 0.02% +31,307 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341,925 shares; 2024Q4: 338,054 shares; 2025Q1: 345,856 shares; 2025Q2: 337,845 shares; 2025Q3: 331,164 shares; 2025Q4: 324,937 shares; 2026Q1: 318,985 shares 318,985 $26.3M 0.02% -5,952 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 439,894 shares; 2024Q4: 421,547 shares; 2025Q1: 412,366 shares; 2025Q2: 393,319 shares; 2025Q3: 370,993 shares; 2025Q4: 352,100 shares; 2026Q1: 339,177 shares 339,177 $26.1M 0.02% -12,923 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: 76,897 shares; 2024Q4: 78,136 shares; 2025Q1: 74,153 shares; 2025Q2: 72,292 shares; 2025Q3: 74,378 shares; 2025Q4: 74,588 shares; 2026Q1: 72,775 shares 72,775 $25.9M 0.01% -1,813 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,936 shares; 2024Q4: 63,319 shares; 2025Q1: 68,413 shares; 2025Q2: 87,146 shares; 2025Q3: 90,375 shares; 2025Q4: 86,933 shares; 2026Q1: 119,356 shares 119,356 $25.9M 0.01% +32,423 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,300 shares; 2024Q4: 42,012 shares; 2025Q1: 42,384 shares; 2025Q2: 42,921 shares; 2025Q3: 42,697 shares; 2025Q4: 43,384 shares; 2026Q1: 45,739 shares 45,739 $25.7M 0.01% +2,355 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: 128,254 shares 128,254 $25.3M 0.01% new Timeline PHYL 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: 35,421 shares; 2024Q4: 100,863 shares; 2025Q1: 161,282 shares; 2025Q2: 246,529 shares; 2025Q3: 376,200 shares; 2025Q4: 564,884 shares; 2026Q1: 723,228 shares 723,228 $25M 0.01% +158,344 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: 348,800 shares; 2024Q4: 353,271 shares; 2025Q1: 356,623 shares; 2025Q2: 325,393 shares; 2025Q3: 320,707 shares; 2025Q4: 330,517 shares; 2026Q1: 325,125 shares 325,125 $24.9M 0.01% -5,392 Timeline OSEA HARBOR ETF TRUST More: the full row for HARBOR 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: 635,067 shares; 2025Q4: 835,223 shares; 2026Q1: 856,740 shares 856,740 $24.8M 0.01% +21,517 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: 196,237 shares; 2024Q4: 195,062 shares; 2025Q1: 194,896 shares; 2025Q2: 191,079 shares; 2025Q3: 226,972 shares; 2025Q4: 347,608 shares; 2026Q1: 361,349 shares 361,349 $24.6M 0.01% +13,741 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,675 shares; 2024Q4: 237,861 shares; 2025Q1: 239,267 shares; 2025Q2: 231,410 shares; 2025Q3: 215,512 shares; 2025Q4: 208,881 shares; 2026Q1: 202,755 shares 202,755 $24.5M 0.01% -6,126 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: 281,230 shares; 2024Q4: 264,873 shares; 2025Q1: 275,167 shares; 2025Q2: 268,392 shares; 2025Q3: 239,911 shares; 2025Q4: 213,281 shares; 2026Q1: 203,999 shares 203,999 $24.1M 0.01% -9,282 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: 141,807 shares; 2024Q4: 133,089 shares; 2025Q1: 123,611 shares; 2025Q2: 108,187 shares; 2025Q3: 104,113 shares; 2025Q4: 109,103 shares; 2026Q1: 99,178 shares 99,178 $24.1M 0.01% -9,925 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,223 shares; 2024Q4: 39,976 shares; 2025Q1: 46,482 shares; 2025Q2: 51,129 shares; 2025Q3: 58,179 shares; 2025Q4: 61,270 shares; 2026Q1: 61,347 shares 61,347 $24M 0.01% +77 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: 223,525 shares; 2024Q4: 241,553 shares; 2025Q1: 236,206 shares; 2025Q2: 223,212 shares; 2025Q3: 221,659 shares; 2025Q4: 222,159 shares; 2026Q1: 218,627 shares 218,627 $24M 0.01% -3,532 Timeline XSD 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: 67,001 shares; 2024Q4: 68,485 shares; 2025Q1: 74,144 shares; 2025Q2: 67,337 shares; 2025Q3: 77,590 shares; 2025Q4: 78,094 shares; 2026Q1: 73,344 shares 73,344 $23.9M 0.01% -4,750 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: 116,966 shares; 2024Q4: 106,386 shares; 2025Q1: 111,573 shares; 2025Q2: 113,464 shares; 2025Q3: 116,870 shares; 2025Q4: 120,261 shares; 2026Q1: 114,231 shares 114,231 $23.9M 0.01% -6,030 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,192 shares; 2024Q4: 238,697 shares; 2025Q1: 235,276 shares; 2025Q2: 226,432 shares; 2025Q3: 216,524 shares; 2025Q4: 422,571 shares; 2026Q1: 474,981 shares 474,981 $23.7M 0.01% +52,410 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: 403,438 shares; 2026Q1: 406,678 shares 406,678 $23.2M 0.01% +3,240 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: 306,377 shares; 2024Q4: 298,800 shares; 2025Q1: 308,492 shares; 2025Q2: 311,775 shares; 2025Q3: 305,267 shares; 2025Q4: 303,560 shares; 2026Q1: 315,472 shares 315,472 $23M 0.01% +11,912 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: 86,228 shares; 2024Q4: 97,411 shares; 2025Q1: 85,807 shares; 2025Q2: 84,874 shares; 2025Q3: 84,726 shares; 2025Q4: 93,931 shares; 2026Q1: 132,988 shares 132,988 $22.8M 0.01% +39,057 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: 152,118 shares; 2024Q4: 126,402 shares; 2025Q1: 133,640 shares; 2025Q2: 153,065 shares; 2025Q3: 169,077 shares; 2025Q4: 178,302 shares; 2026Q1: 210,089 shares 210,089 $22.7M 0.01% +31,787 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: 121,355 shares; 2024Q4: 191,664 shares; 2025Q1: 266,184 shares; 2025Q2: 334,327 shares; 2025Q3: 393,256 shares; 2025Q4: 442,540 shares; 2026Q1: 479,948 shares 479,948 $22.5M 0.01% +37,408 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 564,544 shares; 2024Q4: 451,209 shares; 2025Q1: 396,142 shares; 2025Q2: 372,057 shares; 2025Q3: 373,402 shares; 2025Q4: 370,841 shares; 2026Q1: 391,663 shares 391,663 $22.4M 0.01% +20,822 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,456 shares; 2024Q4: 162,297 shares; 2025Q1: 152,986 shares; 2025Q2: 146,775 shares; 2025Q3: 144,724 shares; 2025Q4: 143,161 shares; 2026Q1: 140,296 shares 140,296 $22.2M 0.01% -2,865 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,771 shares; 2024Q4: 92,081 shares; 2025Q1: 91,224 shares; 2025Q2: 92,188 shares; 2025Q3: 93,352 shares; 2025Q4: 94,189 shares; 2026Q1: 92,512 shares 92,512 $22.1M 0.01% -1,677 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,502 shares; 2024Q4: 5,547 shares; 2025Q1: 4,535 shares; 2025Q2: 4,610 shares; 2025Q3: 4,587 shares; 2025Q4: 9,011 shares; 2026Q1: 12,756 shares 12,756 $22.1M 0.01% +3,745 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: 177,336 shares; 2024Q4: 183,329 shares; 2025Q1: 176,197 shares; 2025Q2: 215,703 shares; 2025Q3: 205,610 shares; 2025Q4: 199,077 shares; 2026Q1: 198,059 shares 198,059 $22M 0.01% -1,018 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,797 shares; 2024Q4: 34,379 shares; 2025Q1: 41,720 shares; 2025Q2: 41,323 shares; 2025Q3: 41,432 shares; 2025Q4: 38,960 shares; 2026Q1: 36,938 shares 36,938 $21.7M 0.01% -2,022 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,229 shares; 2024Q4: 125,298 shares; 2025Q1: 127,264 shares; 2025Q2: 124,674 shares; 2025Q3: 122,942 shares; 2025Q4: 122,823 shares; 2026Q1: 120,222 shares 120,222 $21.7M 0.01% -2,601 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,139 shares; 2024Q4: 238,455 shares; 2025Q1: 239,756 shares; 2025Q2: 231,559 shares; 2025Q3: 226,031 shares; 2025Q4: 239,319 shares; 2026Q1: 241,663 shares 241,663 $20.5M 0.01% +2,344 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230,597 shares; 2024Q4: 230,345 shares; 2025Q1: 238,797 shares; 2025Q2: 231,828 shares; 2025Q3: 231,478 shares; 2025Q4: 236,751 shares; 2026Q1: 240,593 shares 240,593 $20.3M 0.01% +3,842 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: 93,603 shares; 2024Q4: 92,416 shares; 2025Q1: 91,267 shares; 2025Q2: 91,996 shares; 2025Q3: 92,326 shares; 2025Q4: 90,606 shares; 2026Q1: 90,238 shares 90,238 $20.3M 0.01% -368 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,578 shares; 2024Q4: 158,871 shares; 2025Q1: 162,815 shares; 2025Q2: 165,571 shares; 2025Q3: 186,770 shares; 2025Q4: 203,406 shares; 2026Q1: 218,818 shares 218,818 $20.2M 0.01% +15,412 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: 61,894 shares; 2024Q4: 65,570 shares; 2025Q1: 71,987 shares; 2025Q2: 72,498 shares; 2025Q3: 73,352 shares; 2025Q4: 76,682 shares; 2026Q1: 87,168 shares 87,168 $20.1M 0.01% +10,486 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,022 shares; 2024Q4: 109,359 shares; 2025Q1: 108,233 shares; 2025Q2: 113,484 shares; 2025Q3: 113,062 shares; 2025Q4: 111,198 shares; 2026Q1: 109,891 shares 109,891 $20M 0.01% -1,307 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: 133,500 shares; 2024Q4: 129,275 shares; 2025Q1: 118,062 shares; 2025Q2: 117,099 shares; 2025Q3: 109,279 shares; 2025Q4: 183,423 shares; 2026Q1: 183,087 shares 183,087 $20M 0.01% -336 Timeline PHO 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: 292,816 shares; 2024Q4: 283,581 shares; 2025Q1: 290,265 shares; 2025Q2: 287,504 shares; 2025Q3: 287,007 shares; 2025Q4: 290,583 shares; 2026Q1: 295,258 shares 295,258 $19.7M 0.01% +4,675 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,241 shares; 2024Q4: 184,715 shares; 2025Q1: 175,474 shares; 2025Q2: 177,876 shares; 2025Q3: 174,224 shares; 2025Q4: 173,614 shares; 2026Q1: 171,055 shares 171,055 $19.5M 0.01% -2,559 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,757 shares; 2024Q4: 135,728 shares; 2025Q1: 135,678 shares; 2025Q2: 136,804 shares; 2025Q3: 140,209 shares; 2025Q4: 140,864 shares; 2026Q1: 143,970 shares 143,970 $19.5M 0.01% +3,106 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: 350,202 shares; 2024Q4: 350,347 shares; 2025Q1: 410,149 shares; 2025Q2: 410,682 shares; 2025Q3: 349,480 shares; 2025Q4: 346,321 shares; 2026Q1: 147,884 shares 147,884 $19.4M 0.01% -198,437 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420,284 shares; 2024Q4: 419,907 shares; 2025Q1: 437,964 shares; 2025Q2: 438,589 shares; 2025Q3: 439,862 shares; 2025Q4: 432,217 shares; 2026Q1: 413,623 shares 413,623 $19.2M 0.01% -18,594 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: 39,433 shares; 2024Q4: 38,562 shares; 2025Q1: 38,289 shares; 2025Q2: 40,506 shares; 2025Q3: 41,429 shares; 2025Q4: 39,785 shares; 2026Q1: 40,473 shares 40,473 $19.2M 0.01% +688 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,984 shares; 2025Q2: 10,241 shares; 2025Q3: 8,818 shares; 2025Q4: 16,109 shares; 2026Q1: 30,049 shares 30,049 $19.1M 0.01% +13,940 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: 394,264 shares; 2024Q4: 385,462 shares; 2025Q1: 350,707 shares; 2025Q2: 351,486 shares; 2025Q3: 356,129 shares; 2025Q4: 356,532 shares; 2026Q1: 350,106 shares 350,106 $19M 0.01% -6,426 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: 203,294 shares; 2024Q4: 200,408 shares; 2025Q1: 203,330 shares; 2025Q2: 216,017 shares; 2025Q3: 222,038 shares; 2025Q4: 220,753 shares; 2026Q1: 204,873 shares 204,873 $19M 0.01% -15,880 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,029 shares; 2024Q4: 236,420 shares; 2025Q1: 238,728 shares; 2025Q2: 221,388 shares; 2025Q3: 219,837 shares; 2025Q4: 246,363 shares; 2026Q1: 254,259 shares 254,259 $18.9M 0.01% +7,896 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: 514,269 shares; 2024Q4: 513,439 shares; 2025Q1: 518,261 shares; 2025Q2: 498,747 shares; 2025Q3: 510,064 shares; 2025Q4: 498,542 shares; 2026Q1: 494,451 shares 494,451 $18.9M 0.01% -4,091 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,353,946 shares; 2024Q4: 1,314,065 shares; 2025Q1: 1,215,331 shares; 2025Q2: 1,122,803 shares; 2025Q3: 1,028,180 shares; 2025Q4: 861,230 shares; 2026Q1: 701,032 shares 701,032 $18.9M 0.01% -160,198 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362,110 shares; 2024Q4: 364,031 shares; 2025Q1: 370,386 shares; 2025Q2: 378,941 shares; 2025Q3: 381,702 shares; 2025Q4: 321,167 shares; 2026Q1: 314,622 shares 314,622 $18.7M 0.01% -6,545 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,646 shares; 2024Q4: 86,385 shares; 2025Q1: 85,549 shares; 2025Q2: 89,051 shares; 2025Q3: 90,288 shares; 2025Q4: 87,431 shares; 2026Q1: 90,388 shares 90,388 $18.7M 0.01% +2,957 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 442,822 shares; 2024Q4: 430,183 shares; 2025Q1: 426,265 shares; 2025Q2: 282,854 shares; 2025Q3: 277,608 shares; 2025Q4: 274,887 shares; 2026Q1: 269,312 shares 269,312 $18.7M 0.01% -5,575 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,551 shares; 2024Q4: 31,186 shares; 2025Q1: 41,972 shares; 2025Q2: 54,697 shares; 2025Q3: 57,406 shares; 2025Q4: 60,620 shares; 2026Q1: 68,962 shares 68,962 $18.7M 0.01% +8,342 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269,999 shares; 2024Q4: 241,077 shares; 2025Q1: 233,833 shares; 2025Q2: 210,736 shares; 2025Q3: 209,223 shares; 2025Q4: 264,384 shares; 2026Q1: 246,087 shares 246,087 $18.5M 0.01% -18,297 Timeline VCR 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: 65,843 shares; 2024Q4: 65,174 shares; 2025Q1: 64,564 shares; 2025Q2: 63,756 shares; 2025Q3: 61,390 shares; 2025Q4: 58,927 shares; 2026Q1: 51,552 shares 51,552 $18.5M 0.01% -7,375 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: 63,240 shares; 2024Q4: 100,029 shares; 2025Q1: 151,586 shares; 2025Q2: 169,217 shares; 2025Q3: 181,275 shares; 2025Q4: 197,227 shares; 2026Q1: 215,646 shares 215,646 $18.2M 0.01% +18,419 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,994 shares; 2024Q4: 77,324 shares; 2025Q1: 79,122 shares; 2025Q2: 77,978 shares; 2025Q3: 75,576 shares; 2025Q4: 79,016 shares; 2026Q1: 61,725 shares 61,725 $18.1M 0.01% -17,291 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,793 shares; 2024Q4: 108,483 shares; 2025Q1: 102,378 shares; 2025Q2: 103,189 shares; 2025Q3: 106,366 shares; 2025Q4: 103,860 shares; 2026Q1: 104,294 shares 104,294 $18M 0.01% +434 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: 458,079 shares; 2024Q4: 455,697 shares; 2025Q1: 437,262 shares; 2025Q2: 407,623 shares; 2025Q3: 403,566 shares; 2025Q4: 405,956 shares; 2026Q1: 381,973 shares 381,973 $18M 0.01% -23,983 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 204,873 shares; 2025Q3: 316,432 shares; 2025Q4: 331,276 shares; 2026Q1: 381,872 shares 381,872 $18M 0.01% +50,596 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,788 shares; 2024Q4: 125,176 shares; 2025Q1: 127,367 shares; 2025Q2: 119,548 shares; 2025Q3: 121,311 shares; 2025Q4: 119,003 shares; 2026Q1: 127,666 shares 127,666 $17.8M 0.01% +8,663 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,767 shares; 2024Q4: 174,395 shares; 2025Q1: 156,616 shares; 2025Q2: 151,353 shares; 2025Q3: 149,744 shares; 2025Q4: 145,073 shares; 2026Q1: 161,876 shares 161,876 $17.7M 0.01% +16,803 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 192,325 shares; 2024Q4: 192,428 shares; 2025Q1: 193,950 shares; 2025Q2: 194,766 shares; 2025Q3: 195,759 shares; 2025Q4: 136,611 shares; 2026Q1: 134,616 shares 134,616 $17.6M 0.01% -1,995 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,624 shares; 2024Q4: 55,379 shares; 2025Q1: 55,639 shares; 2025Q2: 58,921 shares; 2025Q3: 57,707 shares; 2025Q4: 58,593 shares; 2026Q1: 62,223 shares 62,223 $17.6M 0.01% +3,630 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,309 shares; 2024Q4: 438,696 shares; 2025Q1: 394,846 shares; 2025Q2: 756,029 shares; 2025Q3: 762,752 shares; 2025Q4: 751,790 shares; 2026Q1: 685,095 shares 685,095 $17.6M 0.01% -66,695 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,702 shares; 2024Q4: 73,881 shares; 2025Q1: 76,355 shares; 2025Q2: 81,146 shares; 2025Q3: 78,248 shares; 2025Q4: 80,329 shares; 2026Q1: 82,950 shares 82,950 $17.5M 0.01% +2,621 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: 228,860 shares; 2024Q4: 229,088 shares; 2025Q1: 232,690 shares; 2025Q2: 251,532 shares; 2025Q3: 258,845 shares; 2025Q4: 278,438 shares; 2026Q1: 298,083 shares 298,083 $17.5M 0.01% +19,645 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,059 shares; 2024Q4: 185,595 shares; 2025Q1: 187,095 shares; 2025Q2: 187,095 shares; 2025Q3: 189,772 shares; 2025Q4: 181,820 shares; 2026Q1: 192,239 shares 192,239 $17.5M 0.01% +10,419 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: 89,901 shares; 2024Q4: 175,407 shares; 2025Q1: 172,706 shares; 2025Q2: 150,711 shares; 2025Q3: 152,318 shares; 2025Q4: 151,040 shares; 2026Q1: 155,681 shares 155,681 $17.5M 0.01% +4,641 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315,954 shares; 2024Q4: 320,409 shares; 2025Q1: 332,085 shares; 2025Q2: 331,095 shares; 2025Q3: 335,664 shares; 2025Q4: 341,284 shares; 2026Q1: 356,593 shares 356,593 $17.5M 0.01% +15,309 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: 192,611 shares; 2024Q4: 180,170 shares; 2025Q1: 182,794 shares; 2025Q2: 181,801 shares; 2025Q3: 185,614 shares; 2025Q4: 178,555 shares; 2026Q1: 192,205 shares 192,205 $17.4M 0.01% +13,650 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352,952 shares; 2024Q4: 351,982 shares; 2025Q1: 352,853 shares; 2025Q2: 368,112 shares; 2025Q3: 364,318 shares; 2025Q4: 344,437 shares; 2026Q1: 376,292 shares 376,292 $17M 0.01% +31,855 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: 223,335 shares; 2024Q4: 224,933 shares; 2025Q1: 229,703 shares; 2025Q2: 222,406 shares; 2025Q3: 225,410 shares; 2025Q4: 219,329 shares; 2026Q1: 210,603 shares 210,603 $16.7M 0.01% -8,726 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,047 shares; 2024Q4: 211,809 shares; 2025Q1: 209,977 shares; 2025Q2: 207,582 shares; 2025Q3: 220,753 shares; 2025Q4: 223,428 shares; 2026Q1: 229,814 shares 229,814 $16.7M 0.01% +6,386 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 341,538 shares; 2024Q4: 334,179 shares; 2025Q1: 205,381 shares; 2025Q2: 178,020 shares; 2025Q3: 151,349 shares; 2025Q4: 129,353 shares; 2026Q1: 126,978 shares 126,978 $16.7M 0.01% -2,375 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: 28,066 shares; 2024Q4: 32,954 shares; 2025Q1: 46,073 shares; 2025Q2: 52,130 shares; 2025Q3: 50,963 shares; 2025Q4: 50,550 shares; 2026Q1: 65,717 shares 65,717 $16.5M 0.01% +15,167 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,569 shares; 2024Q4: 168,300 shares; 2025Q1: 165,323 shares; 2025Q2: 176,562 shares; 2025Q3: 178,073 shares; 2025Q4: 167,148 shares; 2026Q1: 157,585 shares 157,585 $16.3M 0.01% -9,563 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,021 shares; 2024Q4: 92,470 shares; 2025Q1: 101,865 shares; 2025Q2: 112,519 shares; 2025Q3: 124,832 shares; 2025Q4: 127,488 shares; 2026Q1: 201,175 shares 201,175 $16.2M 0.01% +73,687 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,093,785 shares; 2024Q4: 1,097,103 shares; 2025Q1: 1,194,296 shares; 2025Q2: 1,393,595 shares; 2025Q3: 1,606,056 shares; 2025Q4: 1,575,196 shares; 2026Q1: 1,399,856 shares 1,399,856 $16.2M 0.01% -175,340 Timeline BAB 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: 1,056,504 shares; 2024Q4: 1,010,850 shares; 2025Q1: 852,154 shares; 2025Q2: 735,073 shares; 2025Q3: 715,644 shares; 2025Q4: 666,923 shares; 2026Q1: 596,314 shares 596,314 $16.1M 0.01% -70,609 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,351 shares; 2024Q4: 84,782 shares; 2025Q1: 92,446 shares; 2025Q2: 92,197 shares; 2025Q3: 111,016 shares; 2025Q4: 105,708 shares; 2026Q1: 123,736 shares 123,736 $16.1M 0.01% +18,028 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: 7,718 shares; 2024Q4: 8,182 shares; 2025Q1: 9,094 shares; 2025Q2: 8,266 shares; 2025Q3: 17,645 shares; 2025Q4: 37,579 shares; 2026Q1: 39,804 shares 39,804 $15.8M 0.01% +2,225 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,126 shares; 2024Q4: 227,396 shares; 2025Q1: 227,131 shares; 2025Q2: 219,630 shares; 2025Q3: 207,374 shares; 2025Q4: 199,037 shares; 2026Q1: 198,826 shares 198,826 $15.6M 0.01% -211 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,254 shares; 2024Q4: 55,794 shares; 2025Q1: 59,820 shares; 2025Q2: 61,014 shares; 2025Q3: 62,057 shares; 2025Q4: 68,314 shares; 2026Q1: 73,669 shares 73,669 $15.6M 0.01% +5,355 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: 205,421 shares; 2024Q4: 200,220 shares; 2025Q1: 201,338 shares; 2025Q2: 206,890 shares; 2025Q3: 215,386 shares; 2025Q4: 212,348 shares; 2026Q1: 216,052 shares 216,052 $15.6M 0.01% +3,704 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: 227,459 shares; 2024Q4: 222,401 shares; 2025Q1: 223,180 shares; 2025Q2: 223,169 shares; 2025Q3: 220,773 shares; 2025Q4: 219,541 shares; 2026Q1: 220,811 shares 220,811 $15.6M 0.01% +1,270 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,631 shares; 2024Q4: 59,104 shares; 2025Q1: 148,552 shares; 2025Q2: 166,584 shares; 2025Q3: 183,471 shares; 2025Q4: 182,228 shares; 2026Q1: 179,564 shares 179,564 $15.6M 0.01% -2,664 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 561,538 shares; 2024Q4: 540,047 shares; 2025Q1: 525,247 shares; 2025Q2: 526,234 shares; 2025Q3: 462,940 shares; 2025Q4: 468,869 shares; 2026Q1: 423,561 shares 423,561 $15.6M 0.01% -45,308 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,139 shares; 2024Q4: 9,444 shares; 2025Q1: 10,456 shares; 2025Q2: 13,330 shares; 2025Q3: 13,188 shares; 2025Q4: 13,304 shares; 2026Q1: 14,172 shares 14,172 $15.5M 0.01% +868 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: 50,927 shares; 2024Q4: 51,247 shares; 2025Q1: 51,207 shares; 2025Q2: 50,361 shares; 2025Q3: 48,747 shares; 2025Q4: 49,335 shares; 2026Q1: 49,292 shares 49,292 $15.4M 0.01% -43 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 371,719 shares; 2024Q4: 365,310 shares; 2025Q1: 364,446 shares; 2025Q2: 125,426 shares; 2025Q3: 127,978 shares; 2025Q4: 128,976 shares; 2026Q1: 133,234 shares 133,234 $15.4M 0.01% +4,258 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,660 shares; 2024Q4: 141,183 shares; 2025Q1: 156,107 shares; 2025Q2: 177,051 shares; 2025Q3: 178,684 shares; 2025Q4: 178,908 shares; 2026Q1: 241,599 shares 241,599 $15.4M 0.01% +62,691 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,783 shares; 2024Q4: 211,347 shares; 2025Q1: 214,816 shares; 2025Q2: 207,919 shares; 2025Q3: 196,773 shares; 2025Q4: 206,986 shares; 2026Q1: 203,283 shares 203,283 $15.3M 0.01% -3,703 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: 408,755 shares; 2024Q4: 419,050 shares; 2025Q1: 439,008 shares; 2025Q2: 449,427 shares; 2025Q3: 434,700 shares; 2025Q4: 450,900 shares; 2026Q1: 456,095 shares 456,095 $15.3M 0.01% +5,195 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,403 shares; 2024Q4: 101,315 shares; 2025Q1: 100,570 shares; 2025Q2: 166,430 shares; 2025Q3: 167,089 shares; 2025Q4: 182,904 shares; 2026Q1: 185,453 shares 185,453 $15.3M 0.01% +2,549 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: 72,550 shares; 2024Q4: 67,383 shares; 2025Q1: 64,870 shares; 2025Q2: 60,462 shares; 2025Q3: 63,319 shares; 2025Q4: 64,656 shares; 2026Q1: 50,043 shares 50,043 $15.2M 0.01% -14,613 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 515,077 shares; 2024Q4: 496,858 shares; 2025Q1: 511,634 shares; 2025Q2: 472,577 shares; 2025Q3: 500,197 shares; 2025Q4: 608,849 shares; 2026Q1: 552,808 shares 552,808 $15.2M 0.01% -56,041 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,994 shares; 2024Q4: 145,764 shares; 2025Q1: 145,029 shares; 2025Q2: 129,135 shares; 2025Q3: 129,097 shares; 2025Q4: 128,329 shares; 2026Q1: 125,768 shares 125,768 $15M 0.01% -2,561 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261,039 shares; 2024Q4: 263,510 shares; 2025Q1: 284,417 shares; 2025Q2: 252,574 shares; 2025Q3: 252,147 shares; 2025Q4: 258,546 shares; 2026Q1: 322,747 shares 322,747 $15M 0.01% +64,201 Timeline DBEU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 376,588 shares; 2024Q4: 368,440 shares; 2025Q1: 359,073 shares; 2025Q2: 350,204 shares; 2025Q3: 349,702 shares; 2025Q4: 340,590 shares; 2026Q1: 307,769 shares 307,769 $15M 0.01% -32,821 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,004 shares; 2024Q4: 105,532 shares; 2025Q1: 104,409 shares; 2025Q2: 103,518 shares; 2025Q3: 103,663 shares; 2025Q4: 108,204 shares; 2026Q1: 110,255 shares 110,255 $14.9M 0.01% +2,051 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: 49,071 shares; 2024Q4: 56,882 shares; 2025Q1: 69,212 shares; 2025Q2: 72,002 shares; 2025Q3: 77,849 shares; 2025Q4: 89,757 shares; 2026Q1: 90,951 shares 90,951 $14.9M 0.01% +1,194 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: 157,931 shares; 2024Q4: 199,056 shares; 2025Q1: 190,267 shares; 2025Q2: 186,369 shares; 2025Q3: 194,001 shares; 2025Q4: 192,062 shares; 2026Q1: 188,305 shares 188,305 $14.9M 0.01% -3,757 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,168 shares; 2024Q4: 13,690 shares; 2025Q1: 14,357 shares; 2025Q2: 14,200 shares; 2025Q3: 14,077 shares; 2025Q4: 13,098 shares; 2026Q1: 14,988 shares 14,988 $14.7M 0.01% +1,890 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: 212,657 shares; 2024Q4: 214,363 shares; 2025Q1: 185,968 shares; 2025Q2: 175,698 shares; 2025Q3: 189,242 shares; 2025Q4: 200,894 shares; 2026Q1: 184,993 shares 184,993 $14.5M 0.01% -15,901 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: 93,107 shares; 2024Q4: 91,489 shares; 2025Q1: 114,679 shares; 2025Q2: 121,418 shares; 2025Q3: 121,232 shares; 2025Q4: 125,414 shares; 2026Q1: 122,236 shares 122,236 $14.5M 0.01% -3,178 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,383 shares; 2024Q4: 186,296 shares; 2025Q1: 190,986 shares; 2025Q2: 185,691 shares; 2025Q3: 174,718 shares; 2025Q4: 174,761 shares; 2026Q1: 178,927 shares 178,927 $14.3M 0.01% +4,166 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: 84,045 shares; 2024Q4: 83,489 shares; 2025Q1: 86,847 shares; 2025Q2: 86,153 shares; 2025Q3: 89,283 shares; 2025Q4: 87,902 shares; 2026Q1: 87,551 shares 87,551 $14.2M 0.01% -351 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,325 shares; 2024Q4: 16,717 shares; 2025Q1: 15,962 shares; 2025Q2: 14,715 shares; 2025Q3: 17,316 shares; 2025Q4: 17,360 shares; 2026Q1: 18,226 shares 18,226 $14.1M 0.01% +866 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,131 shares; 2024Q4: 196,830 shares; 2025Q1: 179,645 shares; 2025Q2: 172,377 shares; 2025Q3: 173,025 shares; 2025Q4: 174,727 shares; 2026Q1: 171,537 shares 171,537 $14.1M 0.01% -3,190 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,537 shares; 2024Q4: 47,703 shares; 2025Q1: 56,270 shares; 2025Q2: 55,362 shares; 2025Q3: 56,775 shares; 2025Q4: 58,246 shares; 2026Q1: 51,511 shares 51,511 $14M 0.01% -6,735 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,346 shares; 2024Q4: 87,720 shares; 2025Q1: 89,435 shares; 2025Q2: 89,273 shares; 2025Q3: 85,284 shares; 2025Q4: 85,193 shares; 2026Q1: 85,668 shares 85,668 $13.9M 0.01% +475 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,715 shares; 2024Q4: 25,418 shares; 2025Q1: 27,336 shares; 2025Q2: 32,006 shares; 2025Q3: 43,272 shares; 2025Q4: 33,782 shares; 2026Q1: 35,009 shares 35,009 $13.9M 0.01% +1,227 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,229 shares; 2024Q4: 56,729 shares; 2025Q1: 60,825 shares; 2025Q2: 61,479 shares; 2025Q3: 58,086 shares; 2025Q4: 57,739 shares; 2026Q1: 38,668 shares 38,668 $13.8M 0.01% -19,071 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 724,313 shares; 2024Q4: 583,372 shares; 2025Q1: 577,504 shares; 2025Q2: 573,222 shares; 2025Q3: 543,136 shares; 2025Q4: 552,174 shares; 2026Q1: 521,906 shares 521,906 $13.8M 0.01% -30,268 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,032 shares; 2024Q4: 200,292 shares; 2025Q1: 197,523 shares; 2025Q2: 189,672 shares; 2025Q3: 188,636 shares; 2025Q4: 203,508 shares; 2026Q1: 187,253 shares 187,253 $13.3M 0.01% -16,255 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,713 shares; 2024Q4: 147,745 shares; 2025Q1: 161,158 shares; 2025Q2: 152,170 shares; 2025Q3: 142,533 shares; 2025Q4: 134,805 shares; 2026Q1: 96,204 shares 96,204 $13.2M 0.01% -38,601 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,807 shares; 2024Q4: 158,784 shares; 2025Q1: 154,408 shares; 2025Q2: 149,003 shares; 2025Q3: 147,312 shares; 2025Q4: 161,195 shares; 2026Q1: 145,637 shares 145,637 $13.2M 0.01% -15,558 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,014 shares; 2024Q4: 88,468 shares; 2025Q1: 90,774 shares; 2025Q2: 89,978 shares; 2025Q3: 89,567 shares; 2025Q4: 82,023 shares; 2026Q1: 80,075 shares 80,075 $13.1M 0.01% -1,948 Timeline EEMV 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: 224,206 shares; 2024Q4: 229,166 shares; 2025Q1: 221,006 shares; 2025Q2: 214,140 shares; 2025Q3: 210,628 shares; 2025Q4: 209,951 shares; 2026Q1: 201,947 shares 201,947 $13.1M 0.01% -8,004 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,876 shares; 2024Q4: 83,504 shares; 2025Q1: 92,889 shares; 2025Q2: 120,091 shares; 2025Q3: 121,067 shares; 2025Q4: 123,586 shares; 2026Q1: 129,636 shares 129,636 $13M 0.01% +6,050 Timeline XMLV 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: 243,409 shares; 2024Q4: 238,930 shares; 2025Q1: 233,916 shares; 2025Q2: 205,206 shares; 2025Q3: 208,372 shares; 2025Q4: 214,049 shares; 2026Q1: 204,450 shares 204,450 $12.9M 0.01% -9,599 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,429 shares; 2024Q4: 131,060 shares; 2025Q1: 123,222 shares; 2025Q2: 109,310 shares; 2025Q3: 92,457 shares; 2025Q4: 88,368 shares; 2026Q1: 85,482 shares 85,482 $12.8M 0.01% -2,886 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: 275,822 shares; 2024Q4: 280,917 shares; 2025Q1: 242,729 shares; 2025Q2: 201,580 shares; 2025Q3: 199,315 shares; 2025Q4: 201,431 shares; 2026Q1: 186,037 shares 186,037 $12.8M 0.01% -15,394 Timeline