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: 2,472,811 shares; 2024Q4: 2,473,683 shares; 2025Q1: 2,618,768 shares; 2025Q2: 2,638,464 shares; 2025Q3: 2,654,651 shares; 2025Q4: 2,836,810 shares; 2026Q1: 2,946,267 shares 2,946,267 $1.92B 3.4% +109,457 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: 5,741,681 shares; 2024Q4: 5,725,239 shares; 2025Q1: 6,027,828 shares; 2025Q2: 6,085,965 shares; 2025Q3: 6,259,272 shares; 2025Q4: 6,504,923 shares; 2026Q1: 6,683,923 shares 6,683,923 $1.7B 3.01% +179,000 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: 6,995,820 shares; 2024Q4: 6,850,521 shares; 2025Q1: 7,706,116 shares; 2025Q2: 8,340,804 shares; 2025Q3: 8,405,527 shares; 2025Q4: 8,676,526 shares; 2026Q1: 9,029,958 shares 9,029,958 $1.57B 2.79% +353,432 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: 2,987,046 shares; 2024Q4: 2,820,942 shares; 2025Q1: 3,096,478 shares; 2025Q2: 3,845,216 shares; 2025Q3: 3,799,949 shares; 2025Q4: 3,948,766 shares; 2026Q1: 4,033,392 shares 4,033,392 $1.49B 2.65% +84,626 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: 3,846,869 shares; 2024Q4: 3,811,437 shares; 2025Q1: 3,929,450 shares; 2025Q2: 4,115,063 shares; 2025Q3: 4,202,350 shares; 2025Q4: 4,258,226 shares; 2026Q1: 4,297,315 shares 4,297,315 $1.24B 2.19% +39,089 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: 4,675,978 shares; 2024Q4: 4,600,110 shares; 2025Q1: 4,905,018 shares; 2025Q2: 5,273,298 shares; 2025Q3: 5,203,338 shares; 2025Q4: 5,601,249 shares; 2026Q1: 5,897,727 shares 5,897,727 $1.23B 2.18% +296,478 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: 2,599,462 shares; 2024Q4: 2,567,576 shares; 2025Q1: 2,637,146 shares; 2025Q2: 2,718,980 shares; 2025Q3: 2,862,045 shares; 2025Q4: 2,856,066 shares; 2026Q1: 2,996,496 shares 2,996,496 $927M 1.64% +140,430 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: 1,098,744 shares; 2024Q4: 1,141,571 shares; 2025Q1: 1,142,911 shares; 2025Q2: 1,156,835 shares; 2025Q3: 1,199,905 shares; 2025Q4: 1,375,839 shares; 2026Q1: 1,396,649 shares 1,396,649 $835M 1.48% +20,810 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: 717,951 shares; 2024Q4: 738,566 shares; 2025Q1: 812,087 shares; 2025Q2: 819,186 shares; 2025Q3: 833,310 shares; 2025Q4: 1,081,941 shares; 2026Q1: 1,148,258 shares 1,148,258 $750M 1.33% +66,317 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: 1,718,231 shares; 2024Q4: 1,888,376 shares; 2025Q1: 1,937,664 shares; 2025Q2: 2,157,986 shares; 2025Q3: 2,158,382 shares; 2025Q4: 2,325,791 shares; 2026Q1: 2,409,554 shares 2,409,554 $709M 1.26% +83,763 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: 849,259 shares; 2024Q4: 870,077 shares; 2025Q1: 1,036,519 shares; 2025Q2: 1,101,906 shares; 2025Q3: 1,117,574 shares; 2025Q4: 1,154,740 shares; 2026Q1: 1,130,072 shares 1,130,072 $652M 1.16% -24,668 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: 1,951,749 shares; 2024Q4: 1,788,619 shares; 2025Q1: 2,150,260 shares; 2025Q2: 2,142,050 shares; 2025Q3: 2,189,579 shares; 2025Q4: 2,159,647 shares; 2026Q1: 2,142,274 shares 2,142,274 $615M 1.09% -17,373 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 766,533 shares; 2024Q4: 699,039 shares; 2025Q1: 839,622 shares; 2025Q2: 921,484 shares; 2025Q3: 902,120 shares; 2025Q4: 1,031,953 shares; 2026Q1: 1,054,928 shares 1,054,928 $604M 1.07% +22,975 Timeline RGEF TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,221,329 shares; 2025Q1: 26,537,094 shares; 2025Q2: 26,894,507 shares; 2025Q3: 25,384,947 shares; 2025Q4: 20,290,630 shares; 2026Q1: 19,357,317 shares 19,357,317 $582M 1.03% -933,313 Timeline RSMC TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,967,794 shares; 2025Q1: 27,905,783 shares; 2025Q2: 28,324,872 shares; 2025Q3: 27,804,152 shares; 2025Q4: 20,694,300 shares; 2026Q1: 21,580,505 shares 21,580,505 $536M 0.95% +886,205 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: 710,110 shares; 2024Q4: 754,348 shares; 2025Q1: 837,481 shares; 2025Q2: 864,802 shares; 2025Q3: 888,976 shares; 2025Q4: 1,073,714 shares; 2026Q1: 1,136,766 shares 1,136,766 $485M 0.86% +63,052 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 479,020 shares; 2024Q4: 376,024 shares; 2025Q1: 397,290 shares; 2025Q2: 429,683 shares; 2025Q3: 432,931 shares; 2025Q4: 456,573 shares; 2026Q1: 503,731 shares 503,731 $463M 0.82% +47,158 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: 338,207 shares; 2024Q4: 343,614 shares; 2025Q1: 317,963 shares; 2025Q2: 326,873 shares; 2025Q3: 327,407 shares; 2025Q4: 394,311 shares; 2026Q1: 424,493 shares 424,493 $423M 0.75% +30,182 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: 1,176,889 shares; 2024Q4: 1,103,399 shares; 2025Q1: 1,236,929 shares; 2025Q2: 1,305,853 shares; 2025Q3: 1,328,814 shares; 2025Q4: 1,386,265 shares; 2026Q1: 1,355,559 shares 1,355,559 $410M 0.73% -30,706 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: 665,498 shares; 2024Q4: 695,083 shares; 2025Q1: 740,408 shares; 2025Q2: 854,436 shares; 2025Q3: 829,055 shares; 2025Q4: 938,260 shares; 2026Q1: 926,830 shares 926,830 $399M 0.71% -11,430 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: 558,414 shares; 2024Q4: 591,950 shares; 2025Q1: 614,167 shares; 2025Q2: 626,551 shares; 2025Q3: 955,577 shares; 2025Q4: 1,068,311 shares; 2026Q1: 1,103,126 shares 1,103,126 $354M 0.63% +34,815 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: 1,538,985 shares; 2024Q4: 1,465,026 shares; 2025Q1: 1,569,224 shares; 2025Q2: 1,814,322 shares; 2025Q3: 1,880,480 shares; 2025Q4: 1,923,940 shares; 2026Q1: 2,043,449 shares 2,043,449 $347M 0.61% +119,509 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: 389,388 shares; 2024Q4: 282,893 shares; 2025Q1: 254,090 shares; 2025Q2: 309,517 shares; 2025Q3: 307,341 shares; 2025Q4: 357,577 shares; 2026Q1: 382,869 shares 382,869 $334M 0.59% +25,292 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: 1,015,714 shares; 2024Q4: 1,016,460 shares; 2025Q1: 1,092,493 shares; 2025Q2: 1,108,800 shares; 2025Q3: 1,121,182 shares; 2025Q4: 1,440,501 shares; 2026Q1: 1,538,757 shares 1,538,757 $329M 0.58% +98,256 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: 620,673 shares; 2024Q4: 635,859 shares; 2025Q1: 713,826 shares; 2025Q2: 750,360 shares; 2025Q3: 785,437 shares; 2025Q4: 934,312 shares; 2026Q1: 985,007 shares 985,007 $324M 0.57% +50,695 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: 1,121,761 shares; 2024Q4: 1,048,170 shares; 2025Q1: 1,194,414 shares; 2025Q2: 1,156,362 shares; 2025Q3: 1,288,380 shares; 2025Q4: 1,456,172 shares; 2026Q1: 1,556,994 shares 1,556,994 $322M 0.57% +100,822 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: 555,358 shares; 2024Q4: 604,726 shares; 2025Q1: 632,806 shares; 2025Q2: 758,101 shares; 2025Q3: 749,021 shares; 2025Q4: 872,099 shares; 2026Q1: 946,307 shares 946,307 $320M 0.57% +74,208 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: 895,199 shares; 2024Q4: 1,137,106 shares; 2025Q1: 1,224,133 shares; 2025Q2: 1,290,658 shares; 2025Q3: 1,325,996 shares; 2025Q4: 1,434,548 shares; 2026Q1: 1,599,136 shares 1,599,136 $307M 0.54% +164,588 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: 3,172,763 shares; 2024Q4: 3,092,863 shares; 2025Q1: 3,324,002 shares; 2025Q2: 3,746,357 shares; 2025Q3: 4,084,764 shares; 2025Q4: 4,662,433 shares; 2026Q1: 4,762,512 shares 4,762,512 $305M 0.54% +100,079 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: 1,775,402 shares; 2024Q4: 1,736,502 shares; 2025Q1: 1,625,310 shares; 2025Q2: 1,787,470 shares; 2025Q3: 1,914,666 shares; 2025Q4: 2,134,355 shares; 2026Q1: 3,088,405 shares 3,088,405 $300M 0.53% +954,050 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: 436,570 shares; 2024Q4: 662,295 shares; 2025Q1: 587,438 shares; 2025Q2: 733,563 shares; 2025Q3: 867,057 shares; 2025Q4: 1,347,298 shares; 2026Q1: 1,454,595 shares 1,454,595 $285M 0.51% +107,297 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: 394,013 shares; 2024Q4: 399,789 shares; 2025Q1: 472,592 shares; 2025Q2: 485,757 shares; 2025Q3: 501,296 shares; 2025Q4: 543,764 shares; 2026Q1: 573,746 shares 573,746 $275M 0.49% +29,982 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: 243,447 shares; 2024Q4: 323,177 shares; 2025Q1: 303,458 shares; 2025Q2: 356,875 shares; 2025Q3: 421,791 shares; 2025Q4: 592,916 shares; 2026Q1: 614,604 shares 614,604 $268M 0.48% +21,688 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: 837,511 shares; 2024Q4: 848,092 shares; 2025Q1: 861,587 shares; 2025Q2: 924,405 shares; 2025Q3: 881,584 shares; 2025Q4: 1,878,483 shares; 2026Q1: 1,987,473 shares 1,987,473 $264M 0.47% +108,990 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: 3,125,284 shares; 2024Q4: 2,494,415 shares; 2025Q1: 2,909,463 shares; 2025Q2: 3,323,141 shares; 2025Q3: 2,815,122 shares; 2025Q4: 2,774,899 shares; 2026Q1: 2,817,779 shares 2,817,779 $262M 0.46% +42,880 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,637,796 shares; 2024Q4: 1,646,272 shares; 2025Q1: 1,891,022 shares; 2025Q2: 2,063,137 shares; 2025Q3: 2,163,082 shares; 2025Q4: 2,620,768 shares; 2026Q1: 2,876,994 shares 2,876,994 $260M 0.46% +256,226 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: 689,250 shares; 2024Q4: 663,053 shares; 2025Q1: 702,352 shares; 2025Q2: 783,394 shares; 2025Q3: 832,368 shares; 2025Q4: 937,751 shares; 2026Q1: 1,054,990 shares 1,054,990 $258M 0.46% +117,239 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: 2,111,052 shares; 2024Q4: 2,736,825 shares; 2025Q1: 3,139,676 shares; 2025Q2: 2,577,953 shares; 2025Q3: 2,637,023 shares; 2025Q4: 3,071,306 shares; 2026Q1: 3,577,295 shares 3,577,295 $257M 0.46% +505,989 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: 2,009,938 shares; 2024Q4: 2,086,149 shares; 2025Q1: 2,271,200 shares; 2025Q2: 1,964,991 shares; 2025Q3: 1,623,630 shares; 2025Q4: 2,167,141 shares; 2026Q1: 2,560,302 shares 2,560,302 $238M 0.42% +393,161 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: 538,195 shares; 2024Q4: 551,151 shares; 2025Q1: 558,905 shares; 2025Q2: 590,559 shares; 2025Q3: 608,096 shares; 2025Q4: 728,516 shares; 2026Q1: 760,718 shares 760,718 $236M 0.42% +32,202 Timeline RMOP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,412,931 shares; 2024Q4: 3,925,346 shares; 2025Q1: 4,754,444 shares; 2025Q2: 5,105,612 shares; 2025Q3: 3,415,371 shares; 2025Q4: 7,190,036 shares; 2026Q1: 9,244,531 shares 9,244,531 $230M 0.41% +2,054,495 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: 409,146 shares; 2024Q4: 481,904 shares; 2025Q1: 505,380 shares; 2025Q2: 479,993 shares; 2025Q3: 603,478 shares; 2025Q4: 737,477 shares; 2026Q1: 798,721 shares 798,721 $229M 0.41% +61,244 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: 452,590 shares; 2024Q4: 451,856 shares; 2025Q1: 497,671 shares; 2025Q2: 532,230 shares; 2025Q3: 503,584 shares; 2025Q4: 642,161 shares; 2026Q1: 643,944 shares 643,944 $227M 0.4% +1,783 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: 967,229 shares; 2024Q4: 1,006,524 shares; 2025Q1: 1,002,447 shares; 2025Q2: 1,029,859 shares; 2025Q3: 1,024,163 shares; 2025Q4: 1,315,628 shares; 2026Q1: 1,403,460 shares 1,403,460 $224M 0.4% +87,832 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: 1,806,608 shares; 2024Q4: 1,853,295 shares; 2025Q1: 2,003,217 shares; 2025Q2: 2,074,233 shares; 2025Q3: 2,156,563 shares; 2025Q4: 2,887,604 shares; 2026Q1: 2,945,437 shares 2,945,437 $224M 0.4% +57,833 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: 338,552 shares; 2024Q4: 376,050 shares; 2025Q1: 366,040 shares; 2025Q2: 471,157 shares; 2025Q3: 438,301 shares; 2025Q4: 511,354 shares; 2026Q1: 566,535 shares 566,535 $221M 0.39% +55,181 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: 1,460,978 shares; 2024Q4: 1,471,986 shares; 2025Q1: 1,443,073 shares; 2025Q2: 1,459,080 shares; 2025Q3: 1,430,194 shares; 2025Q4: 1,592,209 shares; 2026Q1: 1,765,464 shares 1,765,464 $219M 0.39% +173,255 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: 153,160 shares; 2025Q1: 150,154 shares; 2025Q2: 159,231 shares; 2025Q3: 162,909 shares; 2025Q4: 216,566 shares; 2026Q1: 224,843 shares 224,843 $216M 0.38% +8,277 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: 1,221,602 shares; 2024Q4: 1,166,319 shares; 2025Q1: 1,211,167 shares; 2025Q2: 1,246,178 shares; 2025Q3: 1,292,727 shares; 2025Q4: 1,722,146 shares; 2026Q1: 1,752,898 shares 1,752,898 $211M 0.37% +30,752 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: 1,810,090 shares; 2024Q4: 2,278,719 shares; 2025Q1: 2,329,982 shares; 2025Q2: 2,388,327 shares; 2025Q3: 2,400,500 shares; 2025Q4: 2,888,646 shares; 2026Q1: 3,114,696 shares 3,114,696 $210M 0.37% +226,050 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: 244,851 shares; 2024Q4: 288,834 shares; 2025Q1: 343,855 shares; 2025Q2: 329,557 shares; 2025Q3: 338,858 shares; 2025Q4: 422,980 shares; 2026Q1: 427,331 shares 427,331 $210M 0.37% +4,351 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: 229,405 shares; 2024Q4: 243,473 shares; 2025Q1: 243,162 shares; 2025Q2: 250,746 shares; 2025Q3: 249,358 shares; 2025Q4: 287,237 shares; 2026Q1: 299,677 shares 299,677 $209M 0.37% +12,440 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: 268,723 shares; 2024Q4: 277,416 shares; 2025Q1: 322,054 shares; 2025Q2: 281,111 shares; 2025Q3: 283,497 shares; 2025Q4: 346,392 shares; 2026Q1: 294,176 shares 294,176 $208M 0.37% -52,216 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: 255,477 shares; 2024Q4: 255,136 shares; 2025Q1: 264,148 shares; 2025Q2: 263,256 shares; 2025Q3: 266,004 shares; 2025Q4: 325,158 shares; 2026Q1: 415,786 shares 415,786 $206M 0.37% +90,628 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: 1,675,034 shares; 2024Q4: 1,546,460 shares; 2025Q1: 1,480,330 shares; 2025Q2: 1,609,286 shares; 2025Q3: 1,612,202 shares; 2025Q4: 1,677,844 shares; 2026Q1: 1,649,694 shares 1,649,694 $205M 0.36% -28,150 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: 829,877 shares; 2024Q4: 763,377 shares; 2025Q1: 741,883 shares; 2025Q2: 760,981 shares; 2025Q3: 802,269 shares; 2025Q4: 883,644 shares; 2026Q1: 911,994 shares 911,994 $198M 0.35% +28,350 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: 826,090 shares; 2024Q4: 902,588 shares; 2025Q1: 923,407 shares; 2025Q2: 793,917 shares; 2025Q3: 716,893 shares; 2025Q4: 711,278 shares; 2026Q1: 770,766 shares 770,766 $191M 0.34% +59,488 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: 148,236 shares; 2024Q4: 313,909 shares; 2025Q1: 357,029 shares; 2025Q2: 368,266 shares; 2025Q3: 368,900 shares; 2025Q4: 536,997 shares; 2026Q1: 539,205 shares 539,205 $186M 0.33% +2,208 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: 101,876 shares; 2024Q4: 108,323 shares; 2025Q1: 123,566 shares; 2025Q2: 156,959 shares; 2025Q3: 162,536 shares; 2025Q4: 194,406 shares; 2026Q1: 201,985 shares 201,985 $181M 0.32% +7,579 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: 1,684,865 shares; 2024Q4: 1,691,506 shares; 2025Q1: 1,966,738 shares; 2025Q2: 2,289,687 shares; 2025Q3: 1,978,048 shares; 2025Q4: 2,484,176 shares; 2026Q1: 2,305,742 shares 2,305,742 $179M 0.32% -178,434 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: 1,227,719 shares; 2024Q4: 1,115,628 shares; 2025Q1: 1,059,930 shares; 2025Q2: 1,338,412 shares; 2025Q3: 1,014,047 shares; 2025Q4: 820,022 shares; 2026Q1: 878,036 shares 878,036 $179M 0.32% +58,014 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: 679,048 shares; 2024Q4: 698,272 shares; 2025Q1: 735,957 shares; 2025Q2: 735,554 shares; 2025Q3: 701,909 shares; 2025Q4: 828,705 shares; 2026Q1: 824,486 shares 824,486 $177M 0.31% -4,219 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: 570,548 shares; 2024Q4: 539,417 shares; 2025Q1: 5,633,168 shares; 2025Q2: 687,986 shares; 2025Q3: 5,491,658 shares; 2025Q4: 868,241 shares; 2026Q1: 944,765 shares 944,765 $176M 0.31% +76,524 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: 520,960 shares; 2024Q4: 533,539 shares; 2025Q1: 489,501 shares; 2025Q2: 530,148 shares; 2025Q3: 501,958 shares; 2025Q4: 417,941 shares; 2026Q1: 469,357 shares 469,357 $174M 0.31% +51,416 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: 1,493,820 shares; 2024Q4: 1,588,860 shares; 2025Q1: 1,418,592 shares; 2025Q2: 1,408,714 shares; 2025Q3: 1,678,526 shares; 2025Q4: 1,999,238 shares; 2026Q1: 1,969,602 shares 1,969,602 $174M 0.31% -29,636 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: 7,394,007 shares; 2024Q4: 5,662,674 shares; 2025Q1: 4,820,547 shares; 2025Q2: 3,997,545 shares; 2025Q3: 4,902,734 shares; 2025Q4: 4,651,859 shares; 2026Q1: 5,982,098 shares 5,982,098 $173M 0.31% +1,330,239 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: 757,654 shares; 2024Q4: 767,283 shares; 2025Q1: 872,865 shares; 2025Q2: 968,507 shares; 2025Q3: 994,935 shares; 2025Q4: 1,109,236 shares; 2026Q1: 1,196,415 shares 1,196,415 $173M 0.31% +87,179 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: 694,506 shares; 2025Q1: 696,443 shares; 2025Q2: 704,898 shares; 2025Q3: 947,808 shares; 2025Q4: 1,294,621 shares; 2026Q1: 1,394,828 shares 1,394,828 $171M 0.3% +100,207 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: 1,927,005 shares; 2024Q4: 1,945,304 shares; 2025Q1: 1,789,173 shares; 2025Q2: 2,166,641 shares; 2025Q3: 2,766,444 shares; 2025Q4: 3,150,596 shares; 2026Q1: 3,134,644 shares 3,134,644 $169M 0.3% -15,952 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: 1,336,779 shares; 2024Q4: 1,533,382 shares; 2025Q1: 1,394,013 shares; 2025Q2: 1,595,451 shares; 2025Q3: 1,456,954 shares; 2025Q4: 1,097,531 shares; 2026Q1: 1,130,725 shares 1,130,725 $165M 0.29% +33,194 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: 396,449 shares; 2024Q4: 785,396 shares; 2025Q1: 799,289 shares; 2025Q2: 849,329 shares; 2025Q3: 945,550 shares; 2025Q4: 982,633 shares; 2026Q1: 1,011,857 shares 1,011,857 $162M 0.29% +29,224 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: 754,701 shares; 2024Q4: 771,154 shares; 2025Q1: 837,064 shares; 2025Q2: 893,959 shares; 2025Q3: 864,704 shares; 2025Q4: 1,156,874 shares; 2026Q1: 1,229,543 shares 1,229,543 $161M 0.29% +72,669 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: 108,591 shares; 2024Q4: 116,011 shares; 2025Q1: 110,021 shares; 2025Q2: 137,376 shares; 2025Q3: 138,005 shares; 2025Q4: 172,049 shares; 2026Q1: 189,347 shares 189,347 $160M 0.28% +17,298 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: 1,593,686 shares; 2024Q4: 1,572,155 shares; 2025Q1: 1,616,120 shares; 2025Q2: 1,872,406 shares; 2025Q3: 1,919,814 shares; 2025Q4: 1,975,224 shares; 2026Q1: 2,132,086 shares 2,132,086 $160M 0.28% +156,862 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: 1,024,454 shares; 2024Q4: 790,955 shares; 2025Q1: 775,494 shares; 2025Q2: 580,220 shares; 2025Q3: 575,873 shares; 2025Q4: 773,242 shares; 2026Q1: 757,161 shares 757,161 $158M 0.28% -16,081 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: 665,257 shares; 2024Q4: 794,752 shares; 2025Q1: 864,109 shares; 2025Q2: 1,006,576 shares; 2025Q3: 1,080,391 shares; 2025Q4: 1,377,659 shares; 2026Q1: 1,533,594 shares 1,533,594 $157M 0.28% +155,935 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: 574,899 shares; 2024Q4: 364,720 shares; 2025Q1: 391,884 shares; 2025Q2: 464,642 shares; 2025Q3: 439,017 shares; 2025Q4: 521,787 shares; 2026Q1: 531,086 shares 531,086 $151M 0.27% +9,299 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: 436,215 shares; 2024Q4: 436,157 shares; 2025Q1: 417,719 shares; 2025Q2: 460,307 shares; 2025Q3: 469,123 shares; 2025Q4: 564,188 shares; 2026Q1: 618,901 shares 618,901 $150M 0.27% +54,713 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: 658,407 shares; 2024Q4: 475,045 shares; 2025Q1: 463,968 shares; 2025Q2: 558,305 shares; 2025Q3: 542,722 shares; 2025Q4: 468,008 shares; 2026Q1: 436,403 shares 436,403 $149M 0.26% -31,605 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: 2,720,571 shares; 2024Q4: 2,670,977 shares; 2025Q1: 2,602,052 shares; 2025Q2: 1,808,422 shares; 2025Q3: 2,046,372 shares; 2025Q4: 2,693,602 shares; 2026Q1: 2,910,202 shares 2,910,202 $146M 0.26% +216,600 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: 111,389 shares; 2024Q4: 114,954 shares; 2025Q1: 113,375 shares; 2025Q2: 126,005 shares; 2025Q3: 121,891 shares; 2025Q4: 1,455,474 shares; 2026Q1: 1,516,508 shares 1,516,508 $146M 0.26% +61,034 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: 347,965 shares; 2024Q4: 370,154 shares; 2025Q1: 391,896 shares; 2025Q2: 416,494 shares; 2025Q3: 435,762 shares; 2025Q4: 565,523 shares; 2026Q1: 581,240 shares 581,240 $141M 0.25% +15,717 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,300,478 shares; 2024Q4: 2,422,025 shares; 2025Q1: 2,155,575 shares; 2025Q2: 1,973,426 shares; 2025Q3: 1,963,042 shares; 2025Q4: 1,025,743 shares; 2026Q1: 1,000,602 shares 1,000,602 $138M 0.25% -25,141 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: 413,507 shares; 2024Q4: 431,719 shares; 2025Q1: 454,332 shares; 2025Q2: 333,354 shares; 2025Q3: 319,647 shares; 2025Q4: 423,037 shares; 2026Q1: 434,326 shares 434,326 $138M 0.25% +11,289 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 461,725 shares; 2024Q4: 565,384 shares; 2025Q1: 748,029 shares; 2025Q2: 1,557,886 shares; 2025Q3: 1,690,558 shares; 2025Q4: 1,540,704 shares; 2026Q1: 1,507,147 shares 1,507,147 $138M 0.24% -33,557 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: 1,155,764 shares; 2026Q1: 1,471,551 shares 1,471,551 $134M 0.24% +315,787 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,367 shares; 2024Q4: 240,364 shares; 2025Q1: 320,646 shares; 2025Q2: 361,353 shares; 2025Q3: 400,195 shares; 2025Q4: 397,656 shares; 2026Q1: 407,179 shares 407,179 $134M 0.24% +9,523 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: 766,403 shares; 2024Q4: 798,334 shares; 2025Q1: 869,799 shares; 2025Q2: 965,842 shares; 2025Q3: 1,087,487 shares; 2025Q4: 1,579,171 shares; 2026Q1: 1,870,152 shares 1,870,152 $130M 0.23% +290,981 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: 27,310 shares; 2024Q4: 85,338 shares; 2025Q1: 88,005 shares; 2025Q2: 101,685 shares; 2025Q3: 103,729 shares; 2025Q4: 88,934 shares; 2026Q1: 96,481 shares 96,481 $127M 0.23% +7,547 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: 653,983 shares; 2024Q4: 653,155 shares; 2025Q1: 690,889 shares; 2025Q2: 721,523 shares; 2025Q3: 734,112 shares; 2025Q4: 832,305 shares; 2026Q1: 1,079,967 shares 1,079,967 $124M 0.22% +247,662 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: 526,055 shares; 2024Q4: 506,773 shares; 2025Q1: 511,031 shares; 2025Q2: 517,778 shares; 2025Q3: 545,980 shares; 2025Q4: 603,483 shares; 2026Q1: 642,575 shares 642,575 $124M 0.22% +39,092 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,830 shares; 2024Q4: 186,454 shares; 2025Q1: 210,308 shares; 2025Q2: 283,669 shares; 2025Q3: 384,171 shares; 2025Q4: 442,942 shares; 2026Q1: 459,424 shares 459,424 $120M 0.21% +16,482 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: 518,965 shares; 2024Q4: 555,318 shares; 2025Q1: 757,687 shares; 2025Q2: 754,691 shares; 2025Q3: 807,803 shares; 2025Q4: 887,723 shares; 2026Q1: 886,462 shares 886,462 $117M 0.21% -1,261 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: 68,651 shares; 2024Q4: 71,547 shares; 2025Q1: 79,570 shares; 2025Q2: 83,305 shares; 2025Q3: 81,902 shares; 2025Q4: 112,474 shares; 2026Q1: 119,129 shares 119,129 $117M 0.21% +6,655 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,199 shares; 2024Q4: 238,392 shares; 2025Q1: 276,602 shares; 2025Q2: 270,370 shares; 2025Q3: 287,444 shares; 2025Q4: 338,536 shares; 2026Q1: 303,533 shares 303,533 $116M 0.21% -35,003 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: 534,969 shares; 2024Q4: 632,840 shares; 2025Q1: 606,875 shares; 2025Q2: 607,206 shares; 2025Q3: 1,117,073 shares; 2025Q4: 1,168,453 shares; 2026Q1: 1,507,462 shares 1,507,462 $116M 0.21% +339,009 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: 626,675 shares; 2024Q4: 615,790 shares; 2025Q1: 640,924 shares; 2025Q2: 679,068 shares; 2025Q3: 713,429 shares; 2025Q4: 735,926 shares; 2026Q1: 747,629 shares 747,629 $116M 0.21% +11,703 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 381,001 shares; 2024Q4: 395,073 shares; 2025Q1: 456,525 shares; 2025Q2: 470,285 shares; 2025Q3: 477,088 shares; 2025Q4: 621,180 shares; 2026Q1: 641,675 shares 641,675 $116M 0.21% +20,495 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: 1,526,374 shares; 2024Q4: 986,908 shares; 2025Q1: 919,613 shares; 2025Q2: 1,011,793 shares; 2025Q3: 992,455 shares; 2025Q4: 848,524 shares; 2026Q1: 838,380 shares 838,380 $115M 0.2% -10,144 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: 190,529 shares; 2024Q4: 215,493 shares; 2025Q1: 196,859 shares; 2025Q2: 204,669 shares; 2025Q3: 206,773 shares; 2025Q4: 319,696 shares; 2026Q1: 410,904 shares 410,904 $114M 0.2% +91,208 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: 99,144 shares; 2024Q4: 507,838 shares; 2025Q1: 166,332 shares; 2025Q2: 178,162 shares; 2025Q3: 234,032 shares; 2025Q4: 309,255 shares; 2026Q1: 1,755,084 shares 1,755,084 $112M 0.2% +1,445,829 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: 835,594 shares; 2024Q4: 1,244,852 shares; 2025Q1: 1,300,299 shares; 2025Q2: 1,318,028 shares; 2025Q3: 1,356,715 shares; 2025Q4: 1,321,782 shares; 2026Q1: 1,253,148 shares 1,253,148 $109M 0.19% -68,634 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: 371,528 shares; 2024Q4: 318,260 shares; 2025Q1: 353,937 shares; 2025Q2: 478,484 shares; 2025Q3: 480,078 shares; 2025Q4: 367,655 shares; 2026Q1: 318,244 shares 318,244 $108M 0.19% -49,411 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: 545,605 shares; 2024Q4: 421,797 shares; 2025Q1: 397,912 shares; 2025Q2: 398,955 shares; 2025Q3: 390,153 shares; 2025Q4: 373,859 shares; 2026Q1: 347,366 shares 347,366 $105M 0.19% -26,493 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: 230,678 shares; 2024Q4: 236,802 shares; 2025Q1: 221,766 shares; 2025Q2: 231,306 shares; 2025Q3: 234,057 shares; 2025Q4: 255,911 shares; 2026Q1: 286,072 shares 286,072 $102M 0.18% +30,161 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: 417,369 shares; 2024Q4: 422,177 shares; 2025Q1: 420,364 shares; 2025Q2: 440,453 shares; 2025Q3: 451,626 shares; 2025Q4: 474,832 shares; 2026Q1: 464,272 shares 464,272 $101M 0.18% -10,560 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: 521,633 shares; 2024Q4: 605,841 shares; 2025Q1: 650,854 shares; 2025Q2: 663,805 shares; 2025Q3: 677,237 shares; 2025Q4: 836,746 shares; 2026Q1: 885,451 shares 885,451 $100M 0.18% +48,705 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: 1,346,105 shares; 2024Q4: 1,288,328 shares; 2025Q1: 662,030 shares; 2025Q2: 682,469 shares; 2025Q3: 657,261 shares; 2025Q4: 628,097 shares; 2026Q1: 679,247 shares 679,247 $99.9M 0.18% +51,150 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,497,601 shares; 2024Q4: 3,702,380 shares; 2025Q1: 3,449,212 shares; 2025Q2: 3,634,004 shares; 2025Q3: 3,966,416 shares; 2025Q4: 4,544,553 shares; 2026Q1: 5,137,141 shares 5,137,141 $99.1M 0.18% +592,588 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: 1,368,547 shares; 2024Q4: 1,367,035 shares; 2025Q1: 1,439,436 shares; 2025Q2: 1,539,797 shares; 2025Q3: 1,579,673 shares; 2025Q4: 1,754,995 shares; 2026Q1: 1,713,220 shares 1,713,220 $97.1M 0.17% -41,775 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: 3,575,103 shares; 2024Q4: 2,493,290 shares; 2025Q1: 2,708,627 shares; 2025Q2: 2,700,653 shares; 2025Q3: 2,741,145 shares; 2025Q4: 2,839,433 shares; 2026Q1: 2,879,525 shares 2,879,525 $96.6M 0.17% +40,092 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: 297,420 shares; 2024Q4: 297,502 shares; 2025Q1: 291,349 shares; 2025Q2: 317,808 shares; 2025Q3: 326,714 shares; 2025Q4: 325,480 shares; 2026Q1: 317,705 shares 317,705 $96M 0.17% -7,775 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: 331,414 shares; 2024Q4: 397,062 shares; 2025Q1: 378,914 shares; 2025Q2: 335,344 shares; 2025Q3: 294,246 shares; 2025Q4: 320,574 shares; 2026Q1: 353,319 shares 353,319 $95.6M 0.17% +32,745 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: 473,917 shares; 2024Q4: 425,041 shares; 2025Q1: 350,541 shares; 2025Q2: 365,509 shares; 2025Q3: 367,257 shares; 2025Q4: 402,619 shares; 2026Q1: 477,213 shares 477,213 $95M 0.17% +74,594 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: 164,401 shares; 2024Q4: 183,348 shares; 2025Q1: 199,717 shares; 2025Q2: 197,171 shares; 2025Q3: 169,506 shares; 2025Q4: 186,350 shares; 2026Q1: 189,496 shares 189,496 $94.7M 0.17% +3,146 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: 1,240,068 shares; 2024Q4: 1,456,558 shares; 2025Q1: 1,679,444 shares; 2025Q2: 1,738,023 shares; 2025Q3: 1,764,855 shares; 2025Q4: 1,896,182 shares; 2026Q1: 1,917,275 shares 1,917,275 $94.7M 0.17% +21,093 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: 170,687 shares; 2024Q4: 156,717 shares; 2025Q1: 140,043 shares; 2025Q2: 222,172 shares; 2025Q3: 220,934 shares; 2025Q4: 206,929 shares; 2026Q1: 204,351 shares 204,351 $94.2M 0.17% -2,578 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 243,444 shares; 2024Q4: 264,114 shares; 2025Q1: 286,097 shares; 2025Q2: 380,054 shares; 2025Q3: 364,355 shares; 2025Q4: 493,958 shares; 2026Q1: 476,120 shares 476,120 $94.2M 0.17% -17,838 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: 1,049,365 shares; 2024Q4: 994,344 shares; 2025Q1: 911,424 shares; 2025Q2: 994,653 shares; 2025Q3: 795,876 shares; 2025Q4: 923,984 shares; 2026Q1: 825,709 shares 825,709 $93.6M 0.17% -98,275 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,630 shares; 2024Q4: 205,259 shares; 2025Q1: 230,911 shares; 2025Q2: 252,853 shares; 2025Q3: 232,402 shares; 2025Q4: 322,794 shares; 2026Q1: 328,651 shares 328,651 $93.3M 0.17% +5,857 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: 473,389 shares 473,389 $93.2M 0.17% new 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: 551,969 shares; 2024Q4: 735,272 shares; 2025Q1: 795,667 shares; 2025Q2: 682,560 shares; 2025Q3: 678,409 shares; 2025Q4: 925,575 shares; 2026Q1: 949,587 shares 949,587 $92.3M 0.16% +24,012 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: 639,341 shares; 2024Q4: 478,124 shares; 2025Q1: 503,149 shares; 2025Q2: 366,252 shares; 2025Q3: 378,771 shares; 2025Q4: 395,496 shares; 2026Q1: 401,565 shares 401,565 $90.8M 0.16% +6,069 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: 1,529,829 shares; 2024Q4: 1,212,123 shares; 2025Q1: 1,916,729 shares; 2025Q2: 2,141,078 shares; 2025Q3: 1,613,720 shares; 2025Q4: 1,870,085 shares; 2026Q1: 1,854,660 shares 1,854,660 $90.4M 0.16% -15,425 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: 276,776 shares; 2024Q4: 302,187 shares; 2025Q1: 314,972 shares; 2025Q2: 329,320 shares; 2025Q3: 345,789 shares; 2025Q4: 409,484 shares; 2026Q1: 426,428 shares 426,428 $90M 0.16% +16,944 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: 703,192 shares; 2024Q4: 664,557 shares; 2025Q1: 590,166 shares; 2025Q2: 702,677 shares; 2025Q3: 743,054 shares; 2025Q4: 1,543,260 shares; 2026Q1: 1,436,875 shares 1,436,875 $88M 0.16% -106,385 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: 231,422 shares; 2024Q4: 230,734 shares; 2025Q1: 247,133 shares; 2025Q2: 272,925 shares; 2025Q3: 278,033 shares; 2025Q4: 244,403 shares; 2026Q1: 239,281 shares 239,281 $87.9M 0.16% -5,122 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: 207,021 shares; 2024Q4: 213,632 shares; 2025Q1: 246,931 shares; 2025Q2: 243,423 shares; 2025Q3: 269,968 shares; 2025Q4: 267,606 shares; 2026Q1: 268,873 shares 268,873 $87.7M 0.16% +1,267 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: 35,771 shares; 2024Q4: 23,582 shares; 2025Q1: 73,427 shares; 2025Q2: 46,707 shares; 2025Q3: 131,581 shares; 2025Q4: 209,426 shares; 2026Q1: 308,905 shares 308,905 $86.3M 0.15% +99,479 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: 466,993 shares; 2024Q4: 461,816 shares; 2025Q1: 488,071 shares; 2025Q2: 514,496 shares; 2025Q3: 519,667 shares; 2025Q4: 576,599 shares; 2026Q1: 584,921 shares 584,921 $85.8M 0.15% +8,322 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: 465,364 shares; 2024Q4: 465,014 shares; 2025Q1: 427,895 shares; 2025Q2: 401,601 shares; 2025Q3: 427,241 shares; 2025Q4: 424,430 shares; 2026Q1: 328,146 shares 328,146 $84.4M 0.15% -96,284 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: 131,658 shares; 2024Q4: 174,279 shares; 2025Q1: 139,316 shares; 2025Q2: 142,808 shares; 2025Q3: 143,941 shares; 2025Q4: 278,663 shares; 2026Q1: 1,087,410 shares 1,087,410 $83.9M 0.15% +808,747 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: 403,745 shares; 2024Q4: 427,810 shares; 2025Q1: 471,928 shares; 2025Q2: 459,678 shares; 2025Q3: 477,614 shares; 2025Q4: 507,547 shares; 2026Q1: 551,385 shares 551,385 $83.5M 0.15% +43,838 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,356 shares; 2024Q4: 149,957 shares; 2025Q1: 493,049 shares; 2025Q2: 761,803 shares; 2025Q3: 715,555 shares; 2025Q4: 650,077 shares; 2026Q1: 664,658 shares 664,658 $83.4M 0.15% +14,581 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: 212,612 shares; 2024Q4: 294,987 shares; 2025Q1: 436,234 shares; 2025Q2: 474,682 shares; 2025Q3: 450,176 shares; 2025Q4: 538,772 shares; 2026Q1: 646,855 shares 646,855 $81.7M 0.14% +108,083 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: 1,677,950 shares; 2024Q4: 1,785,628 shares; 2025Q1: 1,751,290 shares; 2025Q2: 1,821,990 shares; 2025Q3: 1,991,941 shares; 2025Q4: 2,040,773 shares; 2026Q1: 2,144,188 shares 2,144,188 $81.1M 0.14% +103,415 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: 1,059,641 shares; 2024Q4: 1,104,159 shares; 2025Q1: 1,115,149 shares; 2025Q2: 1,178,011 shares; 2025Q3: 1,154,288 shares; 2025Q4: 1,751,834 shares; 2026Q1: 1,744,519 shares 1,744,519 $81.1M 0.14% -7,315 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: 289,035 shares; 2024Q4: 316,496 shares; 2025Q1: 348,984 shares; 2025Q2: 415,813 shares; 2025Q3: 438,778 shares; 2025Q4: 500,287 shares; 2026Q1: 488,458 shares 488,458 $79M 0.14% -11,829 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: 991,999 shares; 2024Q4: 1,016,418 shares; 2025Q1: 1,037,597 shares; 2025Q2: 929,697 shares; 2025Q3: 948,407 shares; 2025Q4: 1,093,848 shares; 2026Q1: 1,083,494 shares 1,083,494 $78.9M 0.14% -10,354 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: 256,160 shares; 2024Q4: 255,779 shares; 2025Q1: 256,964 shares; 2025Q2: 283,576 shares; 2025Q3: 297,426 shares; 2025Q4: 364,671 shares; 2026Q1: 716,080 shares 716,080 $78.5M 0.14% +351,409 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: 35,269 shares; 2024Q4: 26,150 shares; 2025Q1: 23,738 shares; 2025Q2: 22,708 shares; 2025Q3: 20,927 shares; 2025Q4: 17,030 shares; 2026Q1: 22,984 shares 22,984 $77.6M 0.14% +5,954 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: 1,114,818 shares; 2024Q4: 1,088,934 shares; 2025Q1: 1,081,920 shares; 2025Q2: 841,204 shares; 2025Q3: 724,995 shares; 2025Q4: 711,230 shares; 2026Q1: 804,003 shares 804,003 $77.5M 0.14% +92,773 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: 179,975 shares; 2024Q4: 204,359 shares; 2025Q1: 215,382 shares; 2025Q2: 251,187 shares; 2025Q3: 291,099 shares; 2025Q4: 396,165 shares; 2026Q1: 401,444 shares 401,444 $77M 0.14% +5,279 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,010 shares; 2024Q4: 195,151 shares; 2025Q1: 926,061 shares; 2025Q2: 1,074,280 shares; 2025Q3: 1,204,027 shares; 2025Q4: 1,291,801 shares; 2026Q1: 1,527,134 shares 1,527,134 $76.9M 0.14% +235,333 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,680 shares; 2025Q2: 68,455 shares; 2025Q3: 64,971 shares; 2025Q4: 87,319 shares; 2026Q1: 158,224 shares 158,224 $76.7M 0.14% +70,905 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: 261,613 shares; 2024Q4: 252,891 shares; 2025Q1: 189,590 shares; 2025Q2: 213,170 shares; 2025Q3: 288,146 shares; 2025Q4: 265,485 shares; 2026Q1: 302,507 shares 302,507 $75.8M 0.13% +37,022 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,316,692 shares; 2024Q4: 956,186 shares; 2025Q1: 880,707 shares; 2025Q2: 674,408 shares; 2025Q3: 506,510 shares; 2025Q4: 443,749 shares; 2026Q1: 369,647 shares 369,647 $75.5M 0.13% -74,102 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: 136,521 shares; 2024Q4: 181,978 shares; 2025Q1: 181,242 shares; 2025Q2: 253,657 shares; 2025Q3: 469,142 shares; 2025Q4: 903,489 shares; 2026Q1: 1,106,130 shares 1,106,130 $75.4M 0.13% +202,641 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: 393,189 shares; 2024Q4: 396,449 shares; 2025Q1: 491,647 shares; 2025Q2: 672,990 shares; 2025Q3: 630,597 shares; 2025Q4: 649,211 shares; 2026Q1: 706,540 shares 706,540 $75M 0.13% +57,329 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: 14,251 shares; 2024Q4: 17,383 shares; 2025Q1: 24,710 shares; 2025Q2: 459,346 shares; 2025Q3: 540,101 shares; 2025Q4: 753,072 shares; 2026Q1: 811,160 shares 811,160 $74.9M 0.13% +58,088 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: 157,550 shares; 2024Q4: 410,146 shares; 2025Q1: 503,719 shares; 2025Q2: 547,452 shares; 2025Q3: 547,489 shares; 2025Q4: 833,095 shares; 2026Q1: 879,964 shares 879,964 $74.7M 0.13% +46,869 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: 582,000 shares; 2024Q4: 582,957 shares; 2025Q1: 531,942 shares; 2025Q2: 479,638 shares; 2025Q3: 518,732 shares; 2025Q4: 514,064 shares; 2026Q1: 399,175 shares 399,175 $73.6M 0.13% -114,889 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: 411,373 shares; 2024Q4: 420,641 shares; 2025Q1: 429,204 shares; 2025Q2: 397,599 shares; 2025Q3: 346,200 shares; 2025Q4: 515,941 shares; 2026Q1: 560,209 shares 560,209 $73.4M 0.13% +44,268 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,073 shares; 2024Q4: 64,060 shares; 2025Q1: 93,178 shares; 2025Q2: 104,010 shares; 2025Q3: 199,151 shares; 2025Q4: 425,439 shares; 2026Q1: 514,613 shares 514,613 $73.3M 0.13% +89,174 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: 504,845 shares; 2024Q4: 427,969 shares; 2025Q1: 512,819 shares; 2025Q2: 595,169 shares; 2025Q3: 601,839 shares; 2025Q4: 719,949 shares; 2026Q1: 844,234 shares 844,234 $73.2M 0.13% +124,285 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 625,282 shares; 2024Q4: 683,946 shares; 2025Q1: 691,848 shares; 2025Q2: 811,883 shares; 2025Q3: 824,180 shares; 2025Q4: 967,226 shares; 2026Q1: 789,028 shares 789,028 $72.4M 0.13% -178,198 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324,566 shares; 2024Q4: 237,779 shares; 2025Q1: 249,109 shares; 2025Q2: 419,461 shares; 2025Q3: 402,075 shares; 2025Q4: 339,620 shares; 2026Q1: 327,600 shares 327,600 $71.8M 0.13% -12,020 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: 122,989 shares; 2024Q4: 115,312 shares; 2025Q1: 106,580 shares; 2025Q2: 110,464 shares; 2025Q3: 109,948 shares; 2025Q4: 121,521 shares; 2026Q1: 117,778 shares 117,778 $71.2M 0.13% -3,743 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: 456,034 shares; 2024Q4: 460,163 shares; 2025Q1: 488,537 shares; 2025Q2: 473,602 shares; 2025Q3: 472,823 shares; 2025Q4: 473,772 shares; 2026Q1: 484,201 shares 484,201 $70.2M 0.12% +10,429 Timeline BOXX 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: 515,105 shares; 2024Q4: 673,253 shares; 2025Q1: 612,486 shares; 2025Q2: 602,410 shares; 2025Q3: 604,752 shares; 2025Q4: 605,971 shares; 2026Q1: 601,391 shares 601,391 $69.9M 0.12% -4,580 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: 74,442 shares; 2024Q4: 73,472 shares; 2025Q1: 68,313 shares; 2025Q2: 80,933 shares; 2025Q3: 89,645 shares; 2025Q4: 114,371 shares; 2026Q1: 95,175 shares 95,175 $69.3M 0.12% -19,196 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 338,741 shares; 2024Q4: 378,786 shares; 2025Q1: 307,081 shares; 2025Q2: 617,924 shares; 2025Q3: 724,725 shares; 2025Q4: 663,924 shares; 2026Q1: 740,271 shares 740,271 $68.6M 0.12% +76,347 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: 161,059 shares; 2024Q4: 642,229 shares; 2025Q1: 621,355 shares; 2025Q2: 1,128,576 shares; 2025Q3: 1,139,712 shares; 2025Q4: 991,988 shares; 2026Q1: 574,415 shares 574,415 $68.1M 0.12% -417,573 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: 430,588 shares; 2024Q4: 443,422 shares; 2025Q1: 441,756 shares; 2025Q2: 550,440 shares; 2025Q3: 435,681 shares; 2025Q4: 343,207 shares; 2026Q1: 355,776 shares 355,776 $67.5M 0.12% +12,569 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: 116,120 shares; 2024Q4: 142,650 shares; 2025Q1: 136,067 shares; 2025Q2: 142,608 shares; 2025Q3: 138,022 shares; 2025Q4: 197,430 shares; 2026Q1: 214,422 shares 214,422 $67.4M 0.12% +16,992 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: 382,055 shares; 2024Q4: 551,995 shares; 2025Q1: 564,993 shares; 2025Q2: 413,210 shares; 2025Q3: 452,820 shares; 2025Q4: 979,194 shares; 2026Q1: 704,626 shares 704,626 $67.2M 0.12% -274,568 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: 70,549 shares; 2024Q4: 98,789 shares; 2025Q1: 90,964 shares; 2025Q2: 99,738 shares; 2025Q3: 92,814 shares; 2025Q4: 135,232 shares; 2026Q1: 149,655 shares 149,655 $66.8M 0.12% +14,423 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: 312,260 shares; 2024Q4: 304,057 shares; 2025Q1: 290,867 shares; 2025Q2: 334,837 shares; 2025Q3: 355,276 shares; 2025Q4: 343,294 shares; 2026Q1: 343,196 shares 343,196 $66.6M 0.12% -98 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,347,570 shares; 2024Q4: 1,358,737 shares; 2025Q1: 1,391,424 shares; 2025Q2: 1,395,890 shares; 2025Q3: 1,419,703 shares; 2025Q4: 1,460,149 shares; 2026Q1: 1,456,505 shares 1,456,505 $66.5M 0.12% -3,644 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: 197,317 shares; 2024Q4: 199,004 shares; 2025Q1: 208,946 shares; 2025Q2: 377,614 shares; 2025Q3: 421,008 shares; 2025Q4: 951,998 shares; 2026Q1: 967,621 shares 967,621 $66.1M 0.12% +15,623 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: 239,939 shares; 2024Q4: 248,289 shares; 2025Q1: 254,269 shares; 2025Q2: 254,020 shares; 2025Q3: 258,389 shares; 2025Q4: 393,185 shares; 2026Q1: 404,033 shares 404,033 $65.4M 0.12% +10,848 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 623,182 shares; 2024Q4: 532,469 shares; 2025Q1: 889,184 shares; 2025Q2: 908,471 shares; 2025Q3: 802,586 shares; 2025Q4: 610,633 shares; 2026Q1: 809,992 shares 809,992 $65.3M 0.12% +199,359 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: 367,022 shares; 2024Q4: 246,325 shares; 2025Q1: 346,425 shares; 2025Q2: 331,932 shares; 2025Q3: 365,268 shares; 2025Q4: 429,669 shares; 2026Q1: 395,070 shares 395,070 $65M 0.12% -34,599 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,327 shares; 2024Q4: 125,338 shares; 2025Q1: 163,924 shares; 2025Q2: 201,983 shares; 2025Q3: 261,465 shares; 2025Q4: 363,999 shares; 2026Q1: 422,861 shares 422,861 $63.8M 0.11% +58,862 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: 668,196 shares; 2024Q4: 721,087 shares; 2025Q1: 816,849 shares; 2025Q2: 810,820 shares; 2025Q3: 726,566 shares; 2025Q4: 1,117,448 shares; 2026Q1: 723,634 shares 723,634 $63.6M 0.11% -393,814 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: 400,625 shares; 2024Q4: 394,203 shares; 2025Q1: 413,819 shares; 2025Q2: 474,557 shares; 2025Q3: 520,245 shares; 2025Q4: 914,307 shares; 2026Q1: 1,118,699 shares 1,118,699 $63.5M 0.11% +204,392 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: 227,884 shares; 2024Q4: 271,935 shares; 2025Q1: 343,003 shares; 2025Q2: 520,004 shares; 2025Q3: 553,657 shares; 2025Q4: 731,349 shares; 2026Q1: 799,474 shares 799,474 $63.4M 0.11% +68,125 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: 103,793 shares; 2024Q4: 668,384 shares; 2025Q1: 810,957 shares; 2025Q2: 784,825 shares; 2025Q3: 767,187 shares; 2025Q4: 846,304 shares; 2026Q1: 1,223,679 shares 1,223,679 $62.6M 0.11% +377,375 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: 183,283 shares; 2024Q4: 187,349 shares; 2025Q1: 438,076 shares; 2025Q2: 753,180 shares; 2025Q3: 578,728 shares; 2025Q4: 443,175 shares; 2026Q1: 467,887 shares 467,887 $61.8M 0.11% +24,712 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 366,381 shares; 2024Q4: 371,077 shares; 2025Q1: 394,178 shares; 2025Q2: 425,884 shares; 2025Q3: 471,823 shares; 2025Q4: 528,070 shares; 2026Q1: 555,335 shares 555,335 $61.3M 0.11% +27,265 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: 209,481 shares; 2024Q4: 220,144 shares; 2025Q1: 235,394 shares; 2025Q2: 243,357 shares; 2025Q3: 246,359 shares; 2025Q4: 284,863 shares; 2026Q1: 250,288 shares 250,288 $61.1M 0.11% -34,575 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: 638,233 shares; 2024Q4: 661,690 shares; 2025Q1: 461,042 shares; 2025Q2: 532,896 shares; 2025Q3: 550,627 shares; 2025Q4: 713,508 shares; 2026Q1: 765,272 shares 765,272 $60.9M 0.11% +51,764 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 590,235 shares; 2024Q4: 592,860 shares; 2025Q1: 675,017 shares; 2025Q2: 707,574 shares; 2025Q3: 778,913 shares; 2025Q4: 945,271 shares; 2026Q1: 985,995 shares 985,995 $60.3M 0.11% +40,724 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 625,205 shares; 2024Q4: 682,616 shares; 2025Q1: 794,258 shares; 2025Q2: 853,779 shares; 2025Q3: 827,772 shares; 2025Q4: 610,468 shares; 2026Q1: 611,632 shares 611,632 $60.2M 0.11% +1,164 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 913,476 shares; 2024Q4: 1,395,573 shares; 2025Q1: 1,491,720 shares; 2025Q2: 1,717,486 shares; 2025Q3: 1,918,064 shares; 2025Q4: 1,465,474 shares; 2026Q1: 1,625,764 shares 1,625,764 $59.7M 0.11% +160,290 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: 652,936 shares; 2024Q4: 397,651 shares; 2025Q1: 387,323 shares; 2025Q2: 414,671 shares; 2025Q3: 431,943 shares; 2025Q4: 417,834 shares; 2026Q1: 438,810 shares 438,810 $59.7M 0.11% +20,976 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: 38,510 shares; 2024Q4: 38,267 shares; 2025Q1: 57,840 shares; 2025Q2: 70,970 shares; 2025Q3: 78,462 shares; 2025Q4: 97,242 shares; 2026Q1: 108,647 shares 108,647 $59.6M 0.11% +11,405 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: 64,832 shares; 2024Q4: 55,919 shares; 2025Q1: 61,215 shares; 2025Q2: 64,726 shares; 2025Q3: 78,476 shares; 2025Q4: 97,306 shares; 2026Q1: 104,738 shares 104,738 $59M 0.1% +7,432 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,641 shares; 2024Q4: 11,691 shares; 2025Q1: not reported; 2025Q2: 14,544 shares; 2025Q3: 15,032 shares; 2025Q4: 42,191 shares; 2026Q1: 171,136 shares 171,136 $57.9M 0.1% +128,945 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: 170,566 shares; 2024Q4: 199,950 shares; 2025Q1: 228,668 shares; 2025Q2: 247,728 shares; 2025Q3: 234,279 shares; 2025Q4: 505,391 shares; 2026Q1: 528,464 shares 528,464 $57.6M 0.1% +23,073 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,698 shares; 2024Q4: 111,451 shares; 2025Q1: 104,581 shares; 2025Q2: 122,909 shares; 2025Q3: 185,978 shares; 2025Q4: 1,289,258 shares; 2026Q1: 1,389,920 shares 1,389,920 $55.9M 0.1% +100,662 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: 1,630,089 shares; 2024Q4: 1,665,404 shares; 2025Q1: 1,709,827 shares; 2025Q2: 1,338,727 shares; 2025Q3: 1,449,362 shares; 2025Q4: 1,842,275 shares; 2026Q1: 1,984,826 shares 1,984,826 $55.7M 0.1% +142,551 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: 91,218 shares; 2024Q4: 110,492 shares; 2025Q1: 122,938 shares; 2025Q2: 124,477 shares; 2025Q3: 127,162 shares; 2025Q4: 704,183 shares; 2026Q1: 683,776 shares 683,776 $55.1M 0.1% -20,407 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 828,108 shares; 2024Q4: 735,260 shares; 2025Q1: 715,342 shares; 2025Q2: 637,086 shares; 2025Q3: 560,994 shares; 2025Q4: 826,983 shares; 2026Q1: 877,389 shares 877,389 $54.9M 0.1% +50,406 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,473 shares; 2024Q4: 76,360 shares; 2025Q1: 116,777 shares; 2025Q2: 124,866 shares; 2025Q3: 124,568 shares; 2025Q4: 113,939 shares; 2026Q1: 99,917 shares 99,917 $54.1M 0.1% -14,022 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,320,993 shares; 2024Q4: 1,697,187 shares; 2025Q1: 1,967,843 shares; 2025Q2: 2,558,574 shares; 2025Q3: 2,444,503 shares; 2025Q4: 2,462,702 shares; 2026Q1: 2,497,970 shares 2,497,970 $54M 0.1% +35,268 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: 10,042 shares; 2024Q4: not reported; 2025Q1: 11,241 shares; 2025Q2: 10,702 shares; 2025Q3: 29,716 shares; 2025Q4: 27,008 shares; 2026Q1: 30,833 shares 30,833 $53.3M 0.09% +3,825 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87 shares; 2025Q4: 84 shares; 2026Q1: 74 shares 74 $53.1M 0.09% -10 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: 484,586 shares; 2024Q4: 497,667 shares; 2025Q1: 658,582 shares; 2025Q2: 537,734 shares; 2025Q3: 756,583 shares; 2025Q4: 1,340,858 shares; 2026Q1: 1,433,073 shares 1,433,073 $52.7M 0.09% +92,215 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: 320,546 shares; 2024Q4: 297,118 shares; 2025Q1: 288,102 shares; 2025Q2: 301,223 shares; 2025Q3: 302,948 shares; 2025Q4: 220,260 shares; 2026Q1: 221,813 shares 221,813 $52.4M 0.09% +1,553 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285,955 shares; 2024Q4: 302,003 shares; 2025Q1: 314,933 shares; 2025Q2: 329,865 shares; 2025Q3: 353,343 shares; 2025Q4: 500,272 shares; 2026Q1: 536,077 shares 536,077 $52.1M 0.09% +35,805 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: 116,957 shares; 2024Q4: 119,896 shares; 2025Q1: 264,401 shares; 2025Q2: 282,556 shares; 2025Q3: 283,881 shares; 2025Q4: 280,845 shares; 2026Q1: 286,960 shares 286,960 $52.1M 0.09% +6,115 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: 850,407 shares; 2024Q4: 538,446 shares; 2025Q1: 505,968 shares; 2025Q2: 578,274 shares; 2025Q3: 540,128 shares; 2025Q4: 478,482 shares; 2026Q1: 329,690 shares 329,690 $51.9M 0.09% -148,792 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,999 shares; 2024Q4: 91,953 shares; 2025Q1: 105,474 shares; 2025Q2: 104,059 shares; 2025Q3: 101,049 shares; 2025Q4: 175,092 shares; 2026Q1: 173,133 shares 173,133 $51.7M 0.09% -1,959 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: 384,458 shares; 2024Q4: 389,762 shares; 2025Q1: 393,180 shares; 2025Q2: 429,448 shares; 2025Q3: 451,164 shares; 2025Q4: 525,814 shares; 2026Q1: 550,370 shares 550,370 $51.6M 0.09% +24,556 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307,228 shares; 2024Q4: 274,404 shares; 2025Q1: 405,017 shares; 2025Q2: 312,730 shares; 2025Q3: 490,484 shares; 2025Q4: 363,793 shares; 2026Q1: 459,986 shares 459,986 $51.3M 0.09% +96,193 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,061 shares; 2024Q4: 95,266 shares; 2025Q1: 93,330 shares; 2025Q2: 5,385,223 shares; 2025Q3: 5,383,549 shares; 2025Q4: 5,397,200 shares; 2026Q1: 5,103,509 shares 5,103,509 $51.1M 0.09% -293,691 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: 252,442 shares; 2024Q4: 261,622 shares; 2025Q1: 249,066 shares; 2025Q2: 259,534 shares; 2025Q3: 265,648 shares; 2025Q4: 258,785 shares; 2026Q1: 251,242 shares 251,242 $51M 0.09% -7,543 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 85,841 shares; 2025Q1: 151,200 shares; 2025Q2: 165,588 shares; 2025Q3: 150,318 shares; 2025Q4: 154,257 shares; 2026Q1: 179,990 shares 179,990 $50.6M 0.09% +25,733 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 413,860 shares; 2024Q4: 423,604 shares; 2025Q1: 528,337 shares; 2025Q2: 558,478 shares; 2025Q3: 584,255 shares; 2025Q4: 1,122,947 shares; 2026Q1: 1,282,194 shares 1,282,194 $50.6M 0.09% +159,247 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,513 shares; 2024Q4: 146,931 shares; 2025Q1: 172,946 shares; 2025Q2: 182,954 shares; 2025Q3: 183,398 shares; 2025Q4: 189,484 shares; 2026Q1: 229,990 shares 229,990 $50.3M 0.09% +40,506 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 432,670 shares; 2024Q4: 559,848 shares; 2025Q1: 677,113 shares; 2025Q2: 606,217 shares; 2025Q3: 604,759 shares; 2025Q4: 1,384,958 shares; 2026Q1: 996,991 shares 996,991 $50.2M 0.09% -387,967 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: 414,618 shares; 2024Q4: 221,951 shares; 2025Q1: 572,456 shares; 2025Q2: 1,188,221 shares; 2025Q3: 497,591 shares; 2025Q4: 1,393,578 shares; 2026Q1: 971,964 shares 971,964 $50.2M 0.09% -421,614 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: 78,721 shares; 2024Q4: 78,406 shares; 2025Q1: 89,063 shares; 2025Q2: 123,136 shares; 2025Q3: 121,674 shares; 2025Q4: 657,603 shares; 2026Q1: 663,024 shares 663,024 $49.9M 0.09% +5,421 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,109 shares; 2024Q4: 148,752 shares; 2025Q1: 148,170 shares; 2025Q2: 149,711 shares; 2025Q3: 232,612 shares; 2025Q4: 236,880 shares; 2026Q1: 241,233 shares 241,233 $49.6M 0.09% +4,353 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: 49,572 shares; 2024Q4: 43,448 shares; 2025Q1: 40,307 shares; 2025Q2: 35,656 shares; 2025Q3: 34,261 shares; 2025Q4: 35,951 shares; 2026Q1: 33,611 shares 33,611 $49.5M 0.09% -2,340 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: 33,841 shares; 2024Q4: 54,592 shares; 2025Q1: 59,067 shares; 2025Q2: 64,316 shares; 2025Q3: 66,626 shares; 2025Q4: 67,988 shares; 2026Q1: 137,862 shares 137,862 $49.5M 0.09% +69,874 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: 113,899 shares; 2024Q4: 117,207 shares; 2025Q1: 121,912 shares; 2025Q2: 122,238 shares; 2025Q3: 124,194 shares; 2025Q4: 152,126 shares; 2026Q1: 138,445 shares 138,445 $49.4M 0.09% -13,681 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: 109,528 shares; 2024Q4: 106,264 shares; 2025Q1: 109,596 shares; 2025Q2: 110,936 shares; 2025Q3: 134,690 shares; 2025Q4: 156,976 shares; 2026Q1: 167,014 shares 167,014 $49.3M 0.09% +10,038 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 514,677 shares; 2024Q4: 514,729 shares; 2025Q1: 525,061 shares; 2025Q2: 530,852 shares; 2025Q3: 544,260 shares; 2025Q4: 553,823 shares; 2026Q1: 556,687 shares 556,687 $49.3M 0.09% +2,864 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: 489,916 shares; 2024Q4: 301,219 shares; 2025Q1: 281,474 shares; 2025Q2: 359,729 shares; 2025Q3: 331,548 shares; 2025Q4: 306,597 shares; 2026Q1: 236,131 shares 236,131 $49.2M 0.09% -70,466 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: 165,090 shares; 2024Q4: 161,437 shares; 2025Q1: 196,847 shares; 2025Q2: 162,225 shares; 2025Q3: 187,965 shares; 2025Q4: 214,376 shares; 2026Q1: 213,864 shares 213,864 $49.1M 0.09% -512 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: 46,358 shares; 2024Q4: 50,622 shares; 2025Q1: 41,008 shares; 2025Q2: 51,285 shares; 2025Q3: 68,803 shares; 2025Q4: 515,470 shares; 2026Q1: 468,857 shares 468,857 $49M 0.09% -46,613 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: 57,242 shares; 2024Q4: 75,770 shares; 2025Q1: 54,068 shares; 2025Q2: 52,439 shares; 2025Q3: 55,715 shares; 2025Q4: 83,614 shares; 2026Q1: 90,496 shares 90,496 $48.7M 0.09% +6,882 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: 353,631 shares; 2024Q4: 259,604 shares; 2025Q1: 232,456 shares; 2025Q2: 178,287 shares; 2025Q3: 163,609 shares; 2025Q4: 168,692 shares; 2026Q1: 172,186 shares 172,186 $48.6M 0.09% +3,494 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: 294,010 shares; 2024Q4: 302,281 shares; 2025Q1: 311,980 shares; 2025Q2: 311,594 shares; 2025Q3: 315,821 shares; 2025Q4: 332,693 shares; 2026Q1: 525,122 shares 525,122 $48.6M 0.09% +192,429 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: 114,567 shares; 2024Q4: 107,379 shares; 2025Q1: 239,141 shares; 2025Q2: 267,629 shares; 2025Q3: 271,386 shares; 2025Q4: 352,658 shares; 2026Q1: 367,009 shares 367,009 $48.1M 0.09% +14,351 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: 137,456 shares; 2024Q4: 142,226 shares; 2025Q1: 144,738 shares; 2025Q2: 158,071 shares; 2025Q3: 146,085 shares; 2025Q4: 217,518 shares; 2026Q1: 230,632 shares 230,632 $48M 0.09% +13,114 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: 346,341 shares; 2024Q4: 378,028 shares; 2025Q1: 365,017 shares; 2025Q2: 435,218 shares; 2025Q3: 394,213 shares; 2025Q4: 452,814 shares; 2026Q1: 431,285 shares 431,285 $47.8M 0.08% -21,529 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246,404 shares; 2024Q4: 250,410 shares; 2025Q1: 257,226 shares; 2025Q2: 280,882 shares; 2025Q3: 276,872 shares; 2025Q4: 265,056 shares; 2026Q1: 249,174 shares 249,174 $47.1M 0.08% -15,882 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: 225,187 shares; 2025Q1: 248,765 shares; 2025Q2: 280,872 shares; 2025Q3: 241,661 shares; 2025Q4: 230,607 shares; 2026Q1: 217,736 shares 217,736 $46.5M 0.08% -12,871 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: 168,682 shares; 2024Q4: 402,457 shares; 2025Q1: 262,166 shares; 2025Q2: 223,656 shares; 2025Q3: 245,606 shares; 2025Q4: 405,848 shares; 2026Q1: 468,618 shares 468,618 $46.5M 0.08% +62,770 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: 385,658 shares; 2024Q4: 404,700 shares; 2025Q1: 441,865 shares; 2025Q2: 406,651 shares; 2025Q3: 409,613 shares; 2025Q4: 431,746 shares; 2026Q1: 425,869 shares 425,869 $46.1M 0.08% -5,877 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: 283,377 shares; 2024Q4: 367,455 shares; 2025Q1: 369,845 shares; 2025Q2: 397,895 shares; 2025Q3: 412,489 shares; 2025Q4: 920,366 shares; 2026Q1: 994,356 shares 994,356 $46M 0.08% +73,990 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,562 shares; 2024Q4: 177,196 shares; 2025Q1: 191,160 shares; 2025Q2: 215,129 shares; 2025Q3: 214,559 shares; 2025Q4: 216,150 shares; 2026Q1: 263,023 shares 263,023 $45.9M 0.08% +46,873 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,572 shares; 2024Q4: 46,735 shares; 2025Q1: 148,533 shares; 2025Q2: 223,766 shares; 2025Q3: 1,389,237 shares; 2025Q4: 1,757,423 shares; 2026Q1: 1,847,119 shares 1,847,119 $45.7M 0.08% +89,696 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,008 shares; 2024Q4: 282,569 shares; 2025Q1: 279,434 shares; 2025Q2: 257,138 shares; 2025Q3: 264,370 shares; 2025Q4: 390,100 shares; 2026Q1: 410,745 shares 410,745 $45.7M 0.08% +20,645 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: 64,992 shares; 2024Q4: 74,654 shares; 2025Q1: 77,374 shares; 2025Q2: 68,275 shares; 2025Q3: 78,773 shares; 2025Q4: 121,063 shares; 2026Q1: 102,527 shares 102,527 $45.6M 0.08% -18,536 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 566,025 shares; 2024Q4: 320,617 shares; 2025Q1: 541,086 shares; 2025Q2: 802,409 shares; 2025Q3: 755,715 shares; 2025Q4: 556,029 shares; 2026Q1: 585,345 shares 585,345 $45.4M 0.08% +29,316 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,404 shares; 2024Q4: 45,858 shares; 2025Q1: 75,306 shares; 2025Q2: 108,397 shares; 2025Q3: 134,638 shares; 2025Q4: 139,626 shares; 2026Q1: 309,857 shares 309,857 $45.3M 0.08% +170,231 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: 474,272 shares; 2024Q4: 479,365 shares; 2025Q1: 489,591 shares; 2025Q2: 481,748 shares; 2025Q3: 485,410 shares; 2025Q4: 502,938 shares; 2026Q1: 509,075 shares 509,075 $45.2M 0.08% +6,137 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: 208,989 shares; 2024Q4: 217,903 shares; 2025Q1: 221,622 shares; 2025Q2: 232,806 shares; 2025Q3: 226,620 shares; 2025Q4: 263,899 shares; 2026Q1: 270,463 shares 270,463 $44.7M 0.08% +6,564 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: 137,964 shares; 2024Q4: 148,074 shares; 2025Q1: 171,083 shares; 2025Q2: 225,656 shares; 2025Q3: 348,841 shares; 2025Q4: 595,938 shares; 2026Q1: 711,941 shares 711,941 $44.7M 0.08% +116,003 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,236,217 shares; 2024Q4: 1,570,761 shares; 2025Q1: 1,717,233 shares; 2025Q2: 1,524,542 shares; 2025Q3: 1,588,553 shares; 2025Q4: 1,318,933 shares; 2026Q1: 1,451,189 shares 1,451,189 $44M 0.08% +132,256 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 578,149 shares; 2024Q4: 593,711 shares; 2025Q1: 744,907 shares; 2025Q2: 720,796 shares; 2025Q3: 720,159 shares; 2025Q4: 795,805 shares; 2026Q1: 878,104 shares 878,104 $43.9M 0.08% +82,299 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 719,537 shares; 2024Q4: 279,882 shares; 2025Q1: 321,105 shares; 2025Q2: 314,162 shares; 2025Q3: 332,758 shares; 2025Q4: 406,640 shares; 2026Q1: 435,741 shares 435,741 $43.9M 0.08% +29,101 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: 525,141 shares; 2024Q4: 501,865 shares; 2025Q1: 496,538 shares; 2025Q2: 513,304 shares; 2025Q3: 512,357 shares; 2025Q4: 625,374 shares; 2026Q1: 759,060 shares 759,060 $43.8M 0.08% +133,686 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: 454,175 shares; 2024Q4: 469,289 shares; 2025Q1: 380,602 shares; 2025Q2: 403,991 shares; 2025Q3: 419,073 shares; 2025Q4: 545,795 shares; 2026Q1: 613,873 shares 613,873 $43.4M 0.08% +68,078 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: 73,156 shares; 2024Q4: 73,858 shares; 2025Q1: 75,629 shares; 2025Q2: 77,820 shares; 2025Q3: 79,198 shares; 2025Q4: 82,225 shares; 2026Q1: 93,424 shares 93,424 $43.3M 0.08% +11,199 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: 59,703 shares; 2024Q4: 61,917 shares; 2025Q1: 100,989 shares; 2025Q2: 97,475 shares; 2025Q3: 104,769 shares; 2025Q4: 135,705 shares; 2026Q1: 136,422 shares 136,422 $42.8M 0.08% +717 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: 402,410 shares; 2024Q4: 453,761 shares; 2025Q1: 416,339 shares; 2025Q2: 377,869 shares; 2025Q3: 249,013 shares; 2025Q4: 210,391 shares; 2026Q1: 215,082 shares 215,082 $42.6M 0.08% +4,691 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: 388,484 shares; 2024Q4: 441,851 shares; 2025Q1: 581,471 shares; 2025Q2: 605,657 shares; 2025Q3: 587,162 shares; 2025Q4: 657,148 shares; 2026Q1: 765,798 shares 765,798 $42.5M 0.08% +108,650 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: 916,240 shares; 2024Q4: 543,720 shares; 2025Q1: 550,801 shares; 2025Q2: 722,714 shares; 2025Q3: 761,283 shares; 2025Q4: 677,434 shares; 2026Q1: 700,668 shares 700,668 $42.5M 0.08% +23,234 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302,856 shares; 2024Q4: 340,859 shares; 2025Q1: 391,990 shares; 2025Q2: 396,304 shares; 2025Q3: 317,289 shares; 2025Q4: 241,708 shares; 2026Q1: 225,338 shares 225,338 $42.4M 0.08% -16,370 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: 130,321 shares; 2024Q4: 266,383 shares; 2025Q1: 246,694 shares; 2025Q2: 273,592 shares; 2025Q3: 257,136 shares; 2025Q4: 374,145 shares; 2026Q1: 375,938 shares 375,938 $42.2M 0.07% +1,793 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 626,112 shares; 2024Q4: 375,007 shares; 2025Q1: 507,741 shares; 2025Q2: 1,021,589 shares; 2025Q3: 406,124 shares; 2025Q4: 532,690 shares; 2026Q1: 634,205 shares 634,205 $42.2M 0.07% +101,515 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: 118,682 shares; 2024Q4: 95,265 shares; 2025Q1: 104,774 shares; 2025Q2: 102,524 shares; 2025Q3: 94,412 shares; 2025Q4: 106,218 shares; 2026Q1: 120,372 shares 120,372 $41.3M 0.07% +14,154 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,616,359 shares; 2024Q4: 1,782,203 shares; 2025Q1: 1,949,990 shares; 2025Q2: 2,025,683 shares; 2025Q3: 2,171,949 shares; 2025Q4: 2,251,437 shares; 2026Q1: 2,290,796 shares 2,290,796 $41.3M 0.07% +39,359 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: 331,922 shares; 2024Q4: 367,046 shares; 2025Q1: 360,718 shares; 2025Q2: 399,649 shares; 2025Q3: 400,523 shares; 2025Q4: 313,775 shares; 2026Q1: 319,886 shares 319,886 $41.2M 0.07% +6,111 Timeline VPU 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: 204,391 shares; 2024Q4: 206,200 shares; 2025Q1: 203,495 shares; 2025Q2: 202,388 shares; 2025Q3: 200,250 shares; 2025Q4: 203,334 shares; 2026Q1: 206,532 shares 206,532 $40.9M 0.07% +3,198 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,900 shares; 2024Q4: 18,131 shares; 2025Q1: 57,198 shares; 2025Q2: 80,993 shares; 2025Q3: 63,571 shares; 2025Q4: 1,131,981 shares; 2026Q1: 885,099 shares 885,099 $40.8M 0.07% -246,882 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: 51,963 shares; 2024Q4: 60,091 shares; 2025Q1: 53,703 shares; 2025Q2: 62,818 shares; 2025Q3: 63,928 shares; 2025Q4: 81,206 shares; 2026Q1: 95,710 shares 95,710 $40.7M 0.07% +14,504 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,141 shares; 2024Q4: 108,400 shares; 2025Q1: 114,386 shares; 2025Q2: 123,821 shares; 2025Q3: 493,264 shares; 2025Q4: 860,383 shares; 2026Q1: 949,731 shares 949,731 $40.4M 0.07% +89,348 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260,321 shares; 2024Q4: 142,747 shares; 2025Q1: 116,054 shares; 2025Q2: 110,302 shares; 2025Q3: 141,090 shares; 2025Q4: 212,285 shares; 2026Q1: 261,692 shares 261,692 $39.9M 0.07% +49,407 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 580,819 shares; 2024Q4: 312,873 shares; 2025Q1: 427,565 shares; 2025Q2: 378,889 shares; 2025Q3: 407,455 shares; 2025Q4: 403,992 shares; 2026Q1: 389,140 shares 389,140 $39.7M 0.07% -14,852 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373,097 shares; 2024Q4: 316,604 shares; 2025Q1: 325,851 shares; 2025Q2: 530,423 shares; 2025Q3: 542,161 shares; 2025Q4: 585,669 shares; 2026Q1: 840,772 shares 840,772 $39.5M 0.07% +255,103 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: 206,311 shares; 2024Q4: 210,256 shares; 2025Q1: 366,970 shares; 2025Q2: 454,667 shares; 2025Q3: 488,514 shares; 2025Q4: 544,717 shares; 2026Q1: 529,666 shares 529,666 $39.4M 0.07% -15,051 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 486,446 shares; 2024Q4: 624,710 shares; 2025Q1: 995,331 shares; 2025Q2: 1,090,289 shares; 2025Q3: 877,066 shares; 2025Q4: 632,267 shares; 2026Q1: 703,116 shares 703,116 $39.3M 0.07% +70,849 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: 100,455 shares; 2024Q4: 85,295 shares; 2025Q1: 80,188 shares; 2025Q2: 80,956 shares; 2025Q3: 84,690 shares; 2025Q4: 91,130 shares; 2026Q1: 131,162 shares 131,162 $39.2M 0.07% +40,032 Timeline EMLP 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: 826,936 shares; 2024Q4: 815,336 shares; 2025Q1: 906,874 shares; 2025Q2: 868,701 shares; 2025Q3: 890,855 shares; 2025Q4: 967,390 shares; 2026Q1: 896,914 shares 896,914 $39.2M 0.07% -70,476 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,156 shares; 2025Q1: 31,786 shares; 2025Q2: 58,901 shares; 2025Q3: 5,922 shares; 2025Q4: 671,230 shares; 2026Q1: 675,441 shares 675,441 $39.1M 0.07% +4,211 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: 171,422 shares; 2024Q4: 175,519 shares; 2025Q1: 227,424 shares; 2025Q2: 231,045 shares; 2025Q3: 245,596 shares; 2025Q4: 258,314 shares; 2026Q1: 267,702 shares 267,702 $39.1M 0.07% +9,388 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: 646,778 shares; 2024Q4: 749,596 shares; 2025Q1: 698,917 shares; 2025Q2: 698,481 shares; 2025Q3: 609,707 shares; 2025Q4: 803,738 shares; 2026Q1: 264,609 shares 264,609 $38.3M 0.07% -539,129 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: 45,414 shares; 2024Q4: 65,231 shares; 2025Q1: 71,010 shares; 2025Q2: 69,227 shares; 2025Q3: 63,936 shares; 2025Q4: 64,226 shares; 2026Q1: 62,893 shares 62,893 $38.1M 0.07% -1,333 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,819 shares; 2024Q4: 248,660 shares; 2025Q1: 337,081 shares; 2025Q2: 311,619 shares; 2025Q3: 343,387 shares; 2025Q4: 357,659 shares; 2026Q1: 358,457 shares 358,457 $38M 0.07% +798 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 524,400 shares; 2024Q4: 588,231 shares; 2025Q1: 569,145 shares; 2025Q2: 630,157 shares; 2025Q3: 681,508 shares; 2025Q4: 760,459 shares; 2026Q1: 748,092 shares 748,092 $37.9M 0.07% -12,367 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: 106,951 shares; 2024Q4: 110,646 shares; 2025Q1: 119,150 shares; 2025Q2: 123,376 shares; 2025Q3: 127,462 shares; 2025Q4: 194,904 shares; 2026Q1: 199,558 shares 199,558 $37.8M 0.07% +4,654 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: 50,305 shares; 2024Q4: 51,053 shares; 2025Q1: 53,822 shares; 2025Q2: 56,208 shares; 2025Q3: 55,912 shares; 2025Q4: 155,060 shares; 2026Q1: 157,268 shares 157,268 $37.7M 0.07% +2,208 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: 395,469 shares; 2024Q4: 359,260 shares; 2025Q1: 485,943 shares; 2025Q2: 505,863 shares; 2025Q3: 465,544 shares; 2025Q4: 463,597 shares; 2026Q1: 456,219 shares 456,219 $37.3M 0.07% -7,378 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,321 shares; 2024Q4: 19,870 shares; 2025Q1: 21,599 shares; 2025Q2: 113,229 shares; 2025Q3: 193,948 shares; 2025Q4: 281,320 shares; 2026Q1: 282,097 shares 282,097 $37.2M 0.07% +777 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: 194,089 shares; 2024Q4: 234,405 shares; 2025Q1: 238,431 shares; 2025Q2: 268,563 shares; 2025Q3: 309,620 shares; 2025Q4: 424,763 shares; 2026Q1: 435,690 shares 435,690 $37M 0.07% +10,927 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: 94,359 shares; 2024Q4: 122,656 shares; 2025Q1: 166,005 shares; 2025Q2: 194,186 shares; 2025Q3: 197,789 shares; 2025Q4: 364,360 shares; 2026Q1: 336,828 shares 336,828 $36.7M 0.07% -27,532 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,990 shares; 2024Q4: 128,289 shares; 2025Q1: 132,198 shares; 2025Q2: 128,897 shares; 2025Q3: 140,291 shares; 2025Q4: 176,276 shares; 2026Q1: 167,485 shares 167,485 $36.6M 0.06% -8,791 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301,397 shares; 2024Q4: 562,523 shares; 2025Q1: 568,234 shares; 2025Q2: 689,850 shares; 2025Q3: 530,092 shares; 2025Q4: 536,268 shares; 2026Q1: 607,348 shares 607,348 $36.6M 0.06% +71,080 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,592 shares; 2024Q4: 189,142 shares; 2025Q1: 273,410 shares; 2025Q2: 224,259 shares; 2025Q3: 287,057 shares; 2025Q4: 297,068 shares; 2026Q1: 300,562 shares 300,562 $36.4M 0.06% +3,494 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: 177,445 shares; 2024Q4: 148,572 shares; 2025Q1: 121,638 shares; 2025Q2: 118,638 shares; 2025Q3: 125,703 shares; 2025Q4: 151,253 shares; 2026Q1: 153,969 shares 153,969 $36.4M 0.06% +2,716 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: 1,191,632 shares; 2024Q4: 825,479 shares; 2025Q1: 823,688 shares; 2025Q2: 802,072 shares; 2025Q3: 783,035 shares; 2025Q4: 609,288 shares; 2026Q1: 646,100 shares 646,100 $36.4M 0.06% +36,812 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: 413,280 shares; 2024Q4: 384,014 shares; 2025Q1: 351,983 shares; 2025Q2: 354,721 shares; 2025Q3: 338,356 shares; 2025Q4: 342,092 shares; 2026Q1: 331,320 shares 331,320 $36.3M 0.06% -10,772 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: 275,137 shares; 2024Q4: 283,470 shares; 2025Q1: 336,413 shares; 2025Q2: 315,329 shares; 2025Q3: 336,110 shares; 2025Q4: 395,776 shares; 2026Q1: 401,694 shares 401,694 $36.3M 0.06% +5,918 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,840,066 shares; 2024Q4: 1,832,157 shares; 2025Q1: 1,955,541 shares; 2025Q2: 1,985,582 shares; 2025Q3: 2,013,530 shares; 2025Q4: 2,211,426 shares; 2026Q1: 2,036,908 shares 2,036,908 $36.2M 0.06% -174,518 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,230,825 shares; 2024Q4: 978,180 shares; 2025Q1: 1,008,155 shares; 2025Q2: 1,036,500 shares; 2025Q3: 1,016,597 shares; 2025Q4: 608,347 shares; 2026Q1: 608,779 shares 608,779 $35.6M 0.06% +432 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: 152,451 shares; 2024Q4: 165,178 shares; 2025Q1: 207,088 shares; 2025Q2: 189,279 shares; 2025Q3: 182,508 shares; 2025Q4: 177,521 shares; 2026Q1: 179,590 shares 179,590 $35.6M 0.06% +2,069 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,073,223 shares; 2024Q4: 2,853,451 shares; 2025Q1: 4,037,951 shares; 2025Q2: 2,806,192 shares; 2025Q3: 2,971,111 shares; 2025Q4: 2,311,002 shares; 2026Q1: 2,802,868 shares 2,802,868 $35.5M 0.06% +491,866 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: 166,816 shares; 2024Q4: 151,611 shares; 2025Q1: 184,160 shares; 2025Q2: 218,585 shares; 2025Q3: 227,595 shares; 2025Q4: 233,089 shares; 2026Q1: 270,288 shares 270,288 $35.4M 0.06% +37,199 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: 520,903 shares; 2024Q4: 410,405 shares; 2025Q1: 409,039 shares; 2025Q2: 356,865 shares; 2025Q3: 384,969 shares; 2025Q4: 281,491 shares; 2026Q1: 224,259 shares 224,259 $35.3M 0.06% -57,232 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 365,020 shares; 2024Q4: 383,220 shares; 2025Q1: 474,133 shares; 2025Q2: 488,475 shares; 2025Q3: 488,173 shares; 2025Q4: 640,759 shares; 2026Q1: 562,513 shares 562,513 $35.3M 0.06% -78,246 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: 127,559 shares; 2024Q4: 126,396 shares; 2025Q1: 214,471 shares; 2025Q2: 170,587 shares; 2025Q3: 204,375 shares; 2025Q4: 205,516 shares; 2026Q1: 206,795 shares 206,795 $35M 0.06% +1,279 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 753,728 shares; 2024Q4: 554,217 shares; 2025Q1: 564,563 shares; 2025Q2: 478,129 shares; 2025Q3: 402,920 shares; 2025Q4: 403,586 shares; 2026Q1: 396,487 shares 396,487 $35M 0.06% -7,099 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: 159,978 shares; 2024Q4: 222,840 shares; 2025Q1: 238,479 shares; 2025Q2: 237,042 shares; 2025Q3: 237,976 shares; 2025Q4: 402,004 shares; 2026Q1: 423,090 shares 423,090 $34.9M 0.06% +21,086 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: 192,774 shares; 2024Q4: 192,012 shares; 2025Q1: 180,666 shares; 2025Q2: 185,614 shares; 2025Q3: 179,102 shares; 2025Q4: 194,677 shares; 2026Q1: 252,281 shares 252,281 $34.9M 0.06% +57,604 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: 47,392 shares; 2024Q4: 47,146 shares; 2025Q1: 48,724 shares; 2025Q2: 50,794 shares; 2025Q3: 52,656 shares; 2025Q4: 53,349 shares; 2026Q1: 56,520 shares 56,520 $34.9M 0.06% +3,171 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 505,429 shares; 2024Q4: 282,614 shares; 2025Q1: 245,501 shares; 2025Q2: 450,176 shares; 2025Q3: 284,500 shares; 2025Q4: 286,721 shares; 2026Q1: 367,552 shares 367,552 $34.8M 0.06% +80,831 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: 344,188 shares; 2024Q4: 340,416 shares; 2025Q1: 366,875 shares; 2025Q2: 369,471 shares; 2025Q3: 370,228 shares; 2025Q4: 398,975 shares; 2026Q1: 409,763 shares 409,763 $34.6M 0.06% +10,788 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: 106,593 shares; 2024Q4: 93,140 shares; 2025Q1: 100,321 shares; 2025Q2: 106,221 shares; 2025Q3: 111,501 shares; 2025Q4: 127,456 shares; 2026Q1: 128,804 shares 128,804 $34.3M 0.06% +1,348 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 313,329 shares; 2024Q4: 260,875 shares; 2025Q1: 286,117 shares; 2025Q2: 301,443 shares; 2025Q3: 305,878 shares; 2025Q4: 417,845 shares; 2026Q1: 469,018 shares 469,018 $34.1M 0.06% +51,173 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: 456,434 shares; 2024Q4: 682,346 shares; 2025Q1: 723,143 shares; 2025Q2: 563,408 shares; 2025Q3: 586,004 shares; 2025Q4: 624,271 shares; 2026Q1: 647,210 shares 647,210 $34M 0.06% +22,939 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249,920 shares; 2024Q4: 285,447 shares; 2025Q1: 374,164 shares; 2025Q2: 422,697 shares; 2025Q3: 436,645 shares; 2025Q4: 374,696 shares; 2026Q1: 391,067 shares 391,067 $33.7M 0.06% +16,371 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: 356,171 shares; 2024Q4: 363,694 shares; 2025Q1: 406,868 shares; 2025Q2: 462,030 shares; 2025Q3: 449,828 shares; 2025Q4: 488,706 shares; 2026Q1: 509,094 shares 509,094 $33.6M 0.06% +20,388 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: 283,958 shares; 2024Q4: 272,037 shares; 2025Q1: 239,495 shares; 2025Q2: 255,483 shares; 2025Q3: 249,544 shares; 2025Q4: 277,486 shares; 2026Q1: 301,923 shares 301,923 $33.3M 0.06% +24,437 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: 113,196 shares; 2024Q4: 119,754 shares; 2025Q1: 253,680 shares; 2025Q2: 445,347 shares; 2025Q3: 388,135 shares; 2025Q4: 510,885 shares; 2026Q1: 447,249 shares 447,249 $33.3M 0.06% -63,636 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: 352,561 shares; 2024Q4: 383,339 shares; 2025Q1: 393,074 shares; 2025Q2: 442,107 shares; 2025Q3: 465,159 shares; 2025Q4: 376,957 shares; 2026Q1: 369,195 shares 369,195 $33.1M 0.06% -7,762 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: 266,203 shares; 2024Q4: 265,831 shares; 2025Q1: 287,064 shares; 2025Q2: 299,760 shares; 2025Q3: 313,603 shares; 2025Q4: 364,328 shares; 2026Q1: 349,334 shares 349,334 $32.8M 0.06% -14,994 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,043 shares; 2024Q4: 180,585 shares; 2025Q1: 242,423 shares; 2025Q2: 270,077 shares; 2025Q3: 272,343 shares; 2025Q4: 292,949 shares; 2026Q1: 308,233 shares 308,233 $32.8M 0.06% +15,284 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,897 shares; 2024Q4: 63,987 shares; 2025Q1: 89,765 shares; 2025Q2: 107,412 shares; 2025Q3: 136,427 shares; 2025Q4: 274,168 shares; 2026Q1: 295,214 shares 295,214 $32.7M 0.06% +21,046 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 785,952 shares; 2025Q4: 803,728 shares; 2026Q1: 658,232 shares 658,232 $32.7M 0.06% -145,496 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: 758,364 shares; 2024Q4: 567,291 shares; 2025Q1: 474,982 shares; 2025Q2: 470,305 shares; 2025Q3: 464,614 shares; 2025Q4: 520,346 shares; 2026Q1: 718,849 shares 718,849 $32.5M 0.06% +198,503 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: 381,047 shares; 2024Q4: 386,220 shares; 2025Q1: 390,335 shares; 2025Q2: 388,221 shares; 2025Q3: 376,029 shares; 2025Q4: 369,865 shares; 2026Q1: 360,310 shares 360,310 $32.2M 0.06% -9,555 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: 69,546 shares; 2024Q4: 74,398 shares; 2025Q1: 83,524 shares; 2025Q2: 93,170 shares; 2025Q3: 99,741 shares; 2025Q4: 106,890 shares; 2026Q1: 100,256 shares 100,256 $32.1M 0.06% -6,634 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 487,618 shares; 2024Q4: 493,714 shares; 2025Q1: 460,533 shares; 2025Q2: 465,990 shares; 2025Q3: 465,436 shares; 2025Q4: 691,175 shares; 2026Q1: 687,455 shares 687,455 $32.1M 0.06% -3,720 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: 22,663 shares; 2024Q4: 26,040 shares; 2025Q1: 24,006 shares; 2025Q2: 33,086 shares; 2025Q3: 38,394 shares; 2025Q4: 41,613 shares; 2026Q1: 73,639 shares 73,639 $31.8M 0.06% +32,026 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,329 shares; 2024Q4: 120,634 shares; 2025Q1: 126,654 shares; 2025Q2: 130,504 shares; 2025Q3: 136,193 shares; 2025Q4: 126,703 shares; 2026Q1: 252,285 shares 252,285 $31.8M 0.06% +125,582 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: 41,229 shares; 2024Q4: 41,282 shares; 2025Q1: 84,238 shares; 2025Q2: 80,114 shares; 2025Q3: 84,528 shares; 2025Q4: 83,667 shares; 2026Q1: 87,975 shares 87,975 $31.6M 0.06% +4,308 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: 105,676 shares; 2024Q4: 197,286 shares; 2025Q1: 81,324 shares; 2025Q2: 228,005 shares; 2025Q3: 202,704 shares; 2025Q4: 246,517 shares; 2026Q1: 172,329 shares 172,329 $31.4M 0.06% -74,188 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: 116,318 shares; 2024Q4: 138,395 shares; 2025Q1: 235,245 shares; 2025Q2: 170,235 shares; 2025Q3: 207,361 shares; 2025Q4: 263,564 shares; 2026Q1: 191,433 shares 191,433 $31.4M 0.06% -72,131 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 387,513 shares; 2024Q4: 826,157 shares; 2025Q1: 975,696 shares; 2025Q2: 945,976 shares; 2025Q3: 901,678 shares; 2025Q4: 703,298 shares; 2026Q1: 493,573 shares 493,573 $31.3M 0.06% -209,725 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: 44,219 shares; 2024Q4: 39,112 shares; 2025Q1: 39,861 shares; 2025Q2: 38,722 shares; 2025Q3: 37,760 shares; 2025Q4: 38,076 shares; 2026Q1: 45,917 shares 45,917 $31.3M 0.06% +7,841 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 559,236 shares; 2024Q4: 404,397 shares; 2025Q1: 700,079 shares; 2025Q2: 716,358 shares; 2025Q3: 742,524 shares; 2025Q4: 1,150,649 shares; 2026Q1: 1,226,752 shares 1,226,752 $31.3M 0.06% +76,103 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,148 shares; 2024Q4: 508,734 shares; 2025Q1: 1,782,233 shares; 2025Q2: 1,696,042 shares; 2025Q3: 1,999,231 shares; 2025Q4: 2,652,139 shares; 2026Q1: 1,528,050 shares 1,528,050 $31.2M 0.06% -1,124,089 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: 283,837 shares; 2024Q4: 266,129 shares; 2025Q1: 262,119 shares; 2025Q2: 335,939 shares; 2025Q3: 304,620 shares; 2025Q4: 316,164 shares; 2026Q1: 323,110 shares 323,110 $30.7M 0.05% +6,946 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,835 shares; 2024Q4: 75,029 shares; 2025Q1: 166,364 shares; 2025Q2: 262,407 shares; 2025Q3: 297,947 shares; 2025Q4: 396,761 shares; 2026Q1: 520,241 shares 520,241 $30.3M 0.05% +123,480 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,503 shares; 2024Q4: 192,645 shares; 2025Q1: 171,521 shares; 2025Q2: 170,754 shares; 2025Q3: 163,421 shares; 2025Q4: 236,057 shares; 2026Q1: 235,832 shares 235,832 $30.1M 0.05% -225 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 798,337 shares; 2024Q4: 1,008,433 shares; 2025Q1: 616,381 shares; 2025Q2: 363,287 shares; 2025Q3: 412,546 shares; 2025Q4: 610,219 shares; 2026Q1: 668,883 shares 668,883 $30M 0.05% +58,664 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: 459,729 shares; 2024Q4: 487,156 shares; 2025Q1: 529,387 shares; 2025Q2: 548,312 shares; 2025Q3: 295,420 shares; 2025Q4: 210,860 shares; 2026Q1: 253,206 shares 253,206 $29.9M 0.05% +42,346 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,800 shares; 2025Q2: 47,239 shares; 2025Q3: 90,454 shares; 2025Q4: 551,609 shares; 2026Q1: 642,679 shares 642,679 $29.8M 0.05% +91,070 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 866,903 shares; 2024Q4: 420,734 shares; 2025Q1: 327,141 shares; 2025Q2: 366,563 shares; 2025Q3: 293,279 shares; 2025Q4: 297,521 shares; 2026Q1: 268,701 shares 268,701 $29.8M 0.05% -28,820 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: 215,989 shares; 2024Q4: 216,936 shares; 2025Q1: 214,343 shares; 2025Q2: 215,311 shares; 2025Q3: 216,334 shares; 2025Q4: 218,225 shares; 2026Q1: 224,193 shares 224,193 $29.7M 0.05% +5,968 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: 196,692 shares; 2024Q4: 220,303 shares; 2025Q1: 215,055 shares; 2025Q2: 231,338 shares; 2025Q3: 227,885 shares; 2025Q4: 248,651 shares; 2026Q1: 245,185 shares 245,185 $29.6M 0.05% -3,466 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: 185,107 shares; 2024Q4: 180,467 shares; 2025Q1: 185,651 shares; 2025Q2: 210,657 shares; 2025Q3: 204,844 shares; 2025Q4: 199,014 shares; 2026Q1: 121,842 shares 121,842 $29.6M 0.05% -77,172 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: 95,052 shares; 2024Q4: 102,108 shares; 2025Q1: 102,477 shares; 2025Q2: 123,910 shares; 2025Q3: 130,345 shares; 2025Q4: 175,404 shares; 2026Q1: 190,527 shares 190,527 $29.6M 0.05% +15,123 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266,745 shares; 2024Q4: 388,680 shares; 2025Q1: 533,945 shares; 2025Q2: 856,674 shares; 2025Q3: 915,666 shares; 2025Q4: 799,483 shares; 2026Q1: 560,656 shares 560,656 $29.5M 0.05% -238,827 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN 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: 82,401 shares; 2025Q3: 132,502 shares; 2025Q4: 176,628 shares; 2026Q1: 177,320 shares 177,320 $29.4M 0.05% +692 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: 192,576 shares; 2024Q4: 155,530 shares; 2025Q1: 139,573 shares; 2025Q2: 162,233 shares; 2025Q3: 900,158 shares; 2025Q4: 637,193 shares; 2026Q1: 624,836 shares 624,836 $29.4M 0.05% -12,357 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: 52,744 shares; 2024Q4: 52,973 shares; 2025Q1: 51,426 shares; 2025Q2: 54,825 shares; 2025Q3: 53,753 shares; 2025Q4: 53,109 shares; 2026Q1: 52,192 shares 52,192 $29.3M 0.05% -917 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: 174,644 shares; 2024Q4: 179,378 shares; 2025Q1: 189,057 shares; 2025Q2: 191,467 shares; 2025Q3: 196,092 shares; 2025Q4: 227,790 shares; 2026Q1: 228,667 shares 228,667 $29.3M 0.05% +877 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: 54,564 shares; 2024Q4: 60,324 shares; 2025Q1: 52,622 shares; 2025Q2: 64,154 shares; 2025Q3: 75,542 shares; 2025Q4: 85,579 shares; 2026Q1: 88,734 shares 88,734 $29.2M 0.05% +3,155 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: 100,183 shares; 2024Q4: 106,354 shares; 2025Q1: 104,934 shares; 2025Q2: 106,490 shares; 2025Q3: 98,442 shares; 2025Q4: 100,159 shares; 2026Q1: 93,357 shares 93,357 $29.1M 0.05% -6,802 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,139 shares; 2024Q4: 124,519 shares; 2025Q1: 123,054 shares; 2025Q2: 265,459 shares; 2025Q3: 264,394 shares; 2025Q4: 207,564 shares; 2026Q1: 265,940 shares 265,940 $29M 0.05% +58,376 Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,094 shares; 2025Q2: 108,614 shares; 2025Q3: 92,916 shares; 2025Q4: 101,257 shares; 2026Q1: 863,602 shares 863,602 $28.7M 0.05% +762,345 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: 604,032 shares; 2024Q4: 424,381 shares; 2025Q1: 362,657 shares; 2025Q2: 307,043 shares; 2025Q3: 309,394 shares; 2025Q4: 300,770 shares; 2026Q1: 397,730 shares 397,730 $28.6M 0.05% +96,960 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: 266,809 shares; 2024Q4: 270,358 shares; 2025Q1: 254,469 shares; 2025Q2: 252,989 shares; 2025Q3: 251,924 shares; 2025Q4: 261,702 shares; 2026Q1: 280,395 shares 280,395 $28.2M 0.05% +18,693 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: 367,827 shares; 2024Q4: 345,350 shares; 2025Q1: 363,553 shares; 2025Q2: 378,536 shares; 2025Q3: 477,595 shares; 2025Q4: 526,915 shares; 2026Q1: 532,513 shares 532,513 $28.1M 0.05% +5,598 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,891 shares; 2024Q4: 30,448 shares; 2025Q1: 32,791 shares; 2025Q2: 21,301 shares; 2025Q3: 19,799 shares; 2025Q4: 472,822 shares; 2026Q1: 505,605 shares 505,605 $28M 0.05% +32,783 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: 195,564 shares; 2024Q4: 202,743 shares; 2025Q1: 217,119 shares; 2025Q2: 234,812 shares; 2025Q3: 233,924 shares; 2025Q4: 339,450 shares; 2026Q1: 345,681 shares 345,681 $28M 0.05% +6,231 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: 66,812 shares; 2024Q4: 59,646 shares; 2025Q1: 59,410 shares; 2025Q2: 58,457 shares; 2025Q3: 61,451 shares; 2025Q4: 76,804 shares; 2026Q1: 75,383 shares 75,383 $27.9M 0.05% -1,421 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,835 shares; 2024Q4: 271,780 shares; 2025Q1: 278,726 shares; 2025Q2: 294,126 shares; 2025Q3: 318,421 shares; 2025Q4: 468,911 shares; 2026Q1: 544,594 shares 544,594 $27.7M 0.05% +75,683 Timeline CSMD PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,085 shares; 2025Q2: 49,780 shares; 2025Q3: 37,635 shares; 2025Q4: 686,314 shares; 2026Q1: 898,477 shares 898,477 $27.6M 0.05% +212,163 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: 26,673 shares; 2024Q4: 50,796 shares; 2025Q1: 54,769 shares; 2025Q2: 69,499 shares; 2025Q3: 75,553 shares; 2025Q4: 105,545 shares; 2026Q1: 86,718 shares 86,718 $27.6M 0.05% -18,827 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318,808 shares; 2024Q4: 184,695 shares; 2025Q1: 175,390 shares; 2025Q2: 181,838 shares; 2025Q3: 186,657 shares; 2025Q4: 268,830 shares; 2026Q1: 281,428 shares 281,428 $27.5M 0.05% +12,598 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: 136,104 shares; 2024Q4: 135,833 shares; 2025Q1: 152,261 shares; 2025Q2: 142,906 shares; 2025Q3: 142,638 shares; 2025Q4: 150,396 shares; 2026Q1: 150,663 shares 150,663 $27.4M 0.05% +267 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,858 shares; 2024Q4: 205,525 shares; 2025Q1: 196,557 shares; 2025Q2: 200,311 shares; 2025Q3: 195,289 shares; 2025Q4: 206,215 shares; 2026Q1: 202,013 shares 202,013 $27.4M 0.05% -4,202 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 74,431 shares; 2025Q1: 72,867 shares; 2025Q2: 77,874 shares; 2025Q3: 75,494 shares; 2025Q4: 680,911 shares; 2026Q1: 703,365 shares 703,365 $27.4M 0.05% +22,454 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: 540,162 shares; 2024Q4: 602,140 shares; 2025Q1: 642,868 shares; 2025Q2: 694,196 shares; 2025Q3: 821,918 shares; 2025Q4: 523,112 shares; 2026Q1: 466,055 shares 466,055 $27.4M 0.05% -57,057 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS 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: 287,280 shares; 2025Q4: 211,090 shares; 2026Q1: 319,577 shares 319,577 $27.4M 0.05% +108,487 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360,282 shares; 2024Q4: 353,245 shares; 2025Q1: 391,109 shares; 2025Q2: 370,181 shares; 2025Q3: 396,787 shares; 2025Q4: 523,168 shares; 2026Q1: 562,921 shares 562,921 $27.1M 0.05% +39,753 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,100 shares; 2025Q4: 99,360 shares; 2026Q1: 506,026 shares 506,026 $27M 0.05% +406,666 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS 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: 1,141 shares; 2025Q4: 4,669 shares; 2026Q1: 313,895 shares 313,895 $26.9M 0.05% +309,226 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 389,966 shares; 2024Q4: 389,299 shares; 2025Q1: 433,502 shares; 2025Q2: 436,886 shares; 2025Q3: 509,757 shares; 2025Q4: 539,939 shares; 2026Q1: 598,577 shares 598,577 $26.8M 0.05% +58,638 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: 98,771 shares; 2024Q4: 116,894 shares; 2025Q1: 96,413 shares; 2025Q2: 143,046 shares; 2025Q3: 96,602 shares; 2025Q4: 98,212 shares; 2026Q1: 97,971 shares 97,971 $26.7M 0.05% -241 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: 158,234 shares; 2024Q4: 159,120 shares; 2025Q1: 143,838 shares; 2025Q2: 145,382 shares; 2025Q3: 158,811 shares; 2025Q4: 178,827 shares; 2026Q1: 203,759 shares 203,759 $26.5M 0.05% +24,932 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 698,900 shares; 2024Q4: 738,554 shares; 2025Q1: 787,840 shares; 2025Q2: 791,713 shares; 2025Q3: 837,489 shares; 2025Q4: 975,100 shares; 2026Q1: 1,029,855 shares 1,029,855 $26.4M 0.05% +54,755 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,942 shares; 2024Q4: 292,822 shares; 2025Q1: 297,046 shares; 2025Q2: 256,464 shares; 2025Q3: 241,835 shares; 2025Q4: 241,924 shares; 2026Q1: 258,863 shares 258,863 $26.3M 0.05% +16,939 Timeline PTCT PTC THERAPEUTICS INC More: the full row for PTC THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 493,588 shares; 2024Q4: 492,420 shares; 2025Q1: 455,328 shares; 2025Q2: 463,079 shares; 2025Q3: 473,758 shares; 2025Q4: 405,536 shares; 2026Q1: 384,672 shares 384,672 $26.2M 0.05% -20,864 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 412,206 shares; 2024Q4: 407,276 shares; 2025Q1: 415,637 shares; 2025Q2: 420,618 shares; 2025Q3: 439,499 shares; 2025Q4: 448,149 shares; 2026Q1: 450,827 shares 450,827 $26.1M 0.05% +2,678 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,129,671 shares; 2024Q4: 1,074,662 shares; 2025Q1: 1,197,962 shares; 2025Q2: 1,014,634 shares; 2025Q3: 1,012,382 shares; 2025Q4: 1,079,425 shares; 2026Q1: 1,133,394 shares 1,133,394 $26M 0.05% +53,969 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: 153,495 shares; 2024Q4: 157,105 shares; 2025Q1: 167,464 shares; 2025Q2: 151,934 shares; 2025Q3: 158,256 shares; 2025Q4: 198,232 shares; 2026Q1: 177,890 shares 177,890 $25.9M 0.05% -20,342 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: 183,119 shares; 2024Q4: 189,293 shares; 2025Q1: 201,381 shares; 2025Q2: 205,001 shares; 2025Q3: 244,397 shares; 2025Q4: 385,281 shares; 2026Q1: 351,667 shares 351,667 $25.9M 0.05% -33,614 Timeline MIR MIRION TECHNOLOGIES INC More: the full row for MIRION TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 938,237 shares; 2025Q2: 1,062,358 shares; 2025Q3: 971,583 shares; 2025Q4: 1,139,037 shares; 2026Q1: 1,392,724 shares 1,392,724 $25.9M 0.05% +253,687 Timeline EWY 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: 24,772 shares; 2024Q4: 27,982 shares; 2025Q1: 104,198 shares; 2025Q2: 277,262 shares; 2025Q3: 277,844 shares; 2025Q4: 270,843 shares; 2026Q1: 208,317 shares 208,317 $25.6M 0.05% -62,526 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,256 shares; 2025Q2: 91,080 shares; 2025Q3: 88,788 shares; 2025Q4: 88,659 shares; 2026Q1: 91,055 shares 91,055 $25.6M 0.05% +2,396 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,603 shares; 2024Q4: 222,139 shares; 2025Q1: 258,263 shares; 2025Q2: 221,205 shares; 2025Q3: 188,824 shares; 2025Q4: 207,480 shares; 2026Q1: 276,645 shares 276,645 $25.5M 0.05% +69,165 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: 310,360 shares; 2024Q4: 310,830 shares; 2025Q1: 307,149 shares; 2025Q2: 295,360 shares; 2025Q3: 294,830 shares; 2025Q4: 571,178 shares; 2026Q1: 537,188 shares 537,188 $25.3M 0.04% -33,990 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: 100,936 shares; 2024Q4: 115,684 shares; 2025Q1: 124,273 shares; 2025Q2: 165,454 shares; 2025Q3: 193,431 shares; 2025Q4: 341,278 shares; 2026Q1: 486,278 shares 486,278 $25.3M 0.04% +145,000 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 521,145 shares; 2024Q4: 1,091,475 shares; 2025Q1: 996,819 shares; 2025Q2: 874,430 shares; 2025Q3: 776,839 shares; 2025Q4: 816,863 shares; 2026Q1: 800,173 shares 800,173 $25.2M 0.04% -16,690 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,216 shares; 2024Q4: 222,103 shares; 2025Q1: 220,129 shares; 2025Q2: 219,299 shares; 2025Q3: 256,874 shares; 2025Q4: 325,904 shares; 2026Q1: 340,625 shares 340,625 $25.2M 0.04% +14,721 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 406,799 shares; 2024Q4: 404,445 shares; 2025Q1: 445,649 shares; 2025Q2: 363,800 shares; 2025Q3: 366,818 shares; 2025Q4: 400,464 shares; 2026Q1: 415,510 shares 415,510 $25.1M 0.04% +15,046 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: 586,593 shares; 2024Q4: 639,827 shares; 2025Q1: 618,432 shares; 2025Q2: 579,374 shares; 2025Q3: 568,142 shares; 2025Q4: 654,346 shares; 2026Q1: 611,189 shares 611,189 $25.1M 0.04% -43,157 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: 125,984 shares; 2024Q4: 125,917 shares; 2025Q1: 136,159 shares; 2025Q2: 135,460 shares; 2025Q3: 140,459 shares; 2025Q4: 139,632 shares; 2026Q1: 144,695 shares 144,695 $25M 0.04% +5,063 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,110 shares; 2024Q4: 91,427 shares; 2025Q1: 55,966 shares; 2025Q2: 50,938 shares; 2025Q3: 266,371 shares; 2025Q4: 47,815 shares; 2026Q1: 307,143 shares 307,143 $25M 0.04% +259,328 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 548,437 shares; 2024Q4: 556,252 shares; 2025Q1: 595,651 shares; 2025Q2: 582,865 shares; 2025Q3: 619,966 shares; 2025Q4: 831,277 shares; 2026Q1: 913,459 shares 913,459 $25M 0.04% +82,182 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,424 shares; 2024Q4: 99,256 shares; 2025Q1: 96,911 shares; 2025Q2: 74,358 shares; 2025Q3: 27,009 shares; 2025Q4: 125,246 shares; 2026Q1: 162,853 shares 162,853 $24.9M 0.04% +37,607 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: 70,831 shares; 2024Q4: 77,622 shares; 2025Q1: 81,779 shares; 2025Q2: 93,957 shares; 2025Q3: 96,618 shares; 2025Q4: 104,198 shares; 2026Q1: 100,757 shares 100,757 $24.9M 0.04% -3,441 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: 92,207 shares; 2024Q4: 94,711 shares; 2025Q1: 111,105 shares; 2025Q2: 122,012 shares; 2025Q3: 121,925 shares; 2025Q4: 131,110 shares; 2026Q1: 132,899 shares 132,899 $24.8M 0.04% +1,789 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,539 shares; 2025Q4: 35,213 shares; 2026Q1: 341,958 shares 341,958 $24.5M 0.04% +306,745 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,785 shares; 2024Q4: 107,216 shares; 2025Q1: 108,413 shares; 2025Q2: 111,158 shares; 2025Q3: 115,794 shares; 2025Q4: 115,409 shares; 2026Q1: 108,812 shares 108,812 $24.4M 0.04% -6,597 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: 79,917 shares; 2024Q4: 103,795 shares; 2025Q1: 110,564 shares; 2025Q2: 147,630 shares; 2025Q3: 199,085 shares; 2025Q4: 196,668 shares; 2026Q1: 201,535 shares 201,535 $24.4M 0.04% +4,867 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,614,414 shares; 2024Q4: 3,004,414 shares; 2025Q1: 3,057,900 shares; 2025Q2: 3,333,143 shares; 2025Q3: 3,077,432 shares; 2025Q4: 2,385,998 shares; 2026Q1: 927,565 shares 927,565 $24M 0.04% -1,458,433 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP 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: 216,655 shares; 2025Q4: 255,222 shares; 2026Q1: 246,949 shares 246,949 $23.6M 0.04% -8,273 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 524,155 shares; 2024Q4: 575,230 shares; 2025Q1: 610,014 shares; 2025Q2: 656,632 shares; 2025Q3: 1,133,757 shares; 2025Q4: 1,723,281 shares; 2026Q1: 2,130,221 shares 2,130,221 $23.6M 0.04% +406,940 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 693,545 shares; 2024Q4: 493,357 shares; 2025Q1: 484,088 shares; 2025Q2: 487,243 shares; 2025Q3: 483,698 shares; 2025Q4: 480,565 shares; 2026Q1: 485,958 shares 485,958 $23.5M 0.04% +5,393 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: 70,276 shares; 2024Q4: 71,271 shares; 2025Q1: 75,975 shares; 2025Q2: 95,521 shares; 2025Q3: 121,056 shares; 2025Q4: 131,768 shares; 2026Q1: 118,902 shares 118,902 $23.5M 0.04% -12,866 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,454 shares; 2024Q4: 229,759 shares; 2025Q1: 338,318 shares; 2025Q2: 380,249 shares; 2025Q3: 426,336 shares; 2025Q4: 503,395 shares; 2026Q1: 519,221 shares 519,221 $23.5M 0.04% +15,826 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: 159,675 shares; 2024Q4: 163,127 shares; 2025Q1: 217,996 shares; 2025Q2: 189,520 shares; 2025Q3: 189,669 shares; 2025Q4: 199,162 shares; 2026Q1: 197,334 shares 197,334 $23.4M 0.04% -1,828 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: 419,874 shares; 2024Q4: 225,729 shares; 2025Q1: 210,872 shares; 2025Q2: 221,299 shares; 2025Q3: 227,039 shares; 2025Q4: 290,311 shares; 2026Q1: 332,816 shares 332,816 $23.4M 0.04% +42,505 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: 146,794 shares; 2024Q4: 141,851 shares; 2025Q1: 143,331 shares; 2025Q2: 131,535 shares; 2025Q3: 126,655 shares; 2025Q4: 147,707 shares; 2026Q1: 136,949 shares 136,949 $23.1M 0.04% -10,758 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,297 shares; 2024Q4: 269,630 shares; 2025Q1: 300,096 shares; 2025Q2: 319,921 shares; 2025Q3: 338,026 shares; 2025Q4: 361,577 shares; 2026Q1: 649,614 shares 649,614 $23.1M 0.04% +288,037 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: 102,736 shares; 2024Q4: 105,235 shares; 2025Q1: 97,650 shares; 2025Q2: 98,399 shares; 2025Q3: 107,596 shares; 2025Q4: 114,911 shares; 2026Q1: 109,845 shares 109,845 $22.9M 0.04% -5,066 Timeline ACAD ACADIA PHARMACEUTICALS INC More: the full row for ACADIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,139,934 shares; 2024Q4: 1,163,455 shares; 2025Q1: 1,138,094 shares; 2025Q2: 1,164,394 shares; 2025Q3: 1,036,313 shares; 2025Q4: 1,113,040 shares; 2026Q1: 1,027,357 shares 1,027,357 $22.9M 0.04% -85,683 Timeline HEDG SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 593,362 shares; 2026Q1: 789,109 shares 789,109 $22.9M 0.04% +195,747 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,092 shares; 2024Q4: 89,323 shares; 2025Q1: 119,955 shares; 2025Q2: 118,683 shares; 2025Q3: 140,567 shares; 2025Q4: 230,044 shares; 2026Q1: 235,842 shares 235,842 $22.8M 0.04% +5,798 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,474 shares; 2024Q4: 72,832 shares; 2025Q1: 52,043 shares; 2025Q2: 92,669 shares; 2025Q3: 113,282 shares; 2025Q4: 113,415 shares; 2026Q1: 151,631 shares 151,631 $22.8M 0.04% +38,216 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: 170,000 shares; 2024Q4: 166,795 shares; 2025Q1: 214,120 shares; 2025Q2: 229,180 shares; 2025Q3: 224,041 shares; 2025Q4: 227,383 shares; 2026Q1: 235,869 shares 235,869 $22.8M 0.04% +8,486 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,236 shares; 2024Q4: 23,434 shares; 2025Q1: 23,452 shares; 2025Q2: 72,043 shares; 2025Q3: 109,571 shares; 2025Q4: 103,346 shares; 2026Q1: 85,308 shares 85,308 $22.8M 0.04% -18,038 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285,913 shares; 2024Q4: 279,408 shares; 2025Q1: 300,585 shares; 2025Q2: 338,868 shares; 2025Q3: 354,118 shares; 2025Q4: 384,522 shares; 2026Q1: 436,945 shares 436,945 $22.7M 0.04% +52,423 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,668 shares; 2024Q4: 266,587 shares; 2025Q1: 258,962 shares; 2025Q2: 285,956 shares; 2025Q3: 292,307 shares; 2025Q4: 343,730 shares; 2026Q1: 384,005 shares 384,005 $22.7M 0.04% +40,275 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,307 shares; 2024Q4: 15,861 shares; 2025Q1: 30,315 shares; 2025Q2: 52,813 shares; 2025Q3: 106,292 shares; 2025Q4: 106,667 shares; 2026Q1: 534,318 shares 534,318 $22.7M 0.04% +427,651 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,519 shares; 2024Q4: 115,666 shares; 2025Q1: 120,184 shares; 2025Q2: 114,665 shares; 2025Q3: 107,491 shares; 2025Q4: 375,081 shares; 2026Q1: 335,988 shares 335,988 $22.6M 0.04% -39,093 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: 59,940 shares; 2024Q4: 93,618 shares; 2025Q1: 92,379 shares; 2025Q2: 101,429 shares; 2025Q3: 116,217 shares; 2025Q4: 254,911 shares; 2026Q1: 278,361 shares 278,361 $22.4M 0.04% +23,450 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,951 shares; 2024Q4: 213,969 shares; 2025Q1: 263,649 shares; 2025Q2: 278,844 shares; 2025Q3: 281,184 shares; 2025Q4: 292,398 shares; 2026Q1: 295,695 shares 295,695 $22.4M 0.04% +3,297 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: 127,644 shares; 2024Q4: 133,446 shares; 2025Q1: 131,913 shares; 2025Q2: 170,877 shares; 2025Q3: 177,961 shares; 2025Q4: 216,637 shares; 2026Q1: 216,562 shares 216,562 $22.1M 0.04% -75 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: 98,004 shares; 2024Q4: 94,744 shares; 2025Q1: 67,608 shares; 2025Q2: 29,620 shares; 2025Q3: 25,842 shares; 2025Q4: 27,053 shares; 2026Q1: 28,520 shares 28,520 $22M 0.04% +1,467 Timeline DXJ 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: 110,023 shares; 2024Q4: 119,231 shares; 2025Q1: 126,211 shares; 2025Q2: 130,461 shares; 2025Q3: 130,612 shares; 2025Q4: 133,410 shares; 2026Q1: 138,494 shares 138,494 $22M 0.04% +5,084 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,050 shares; 2024Q4: 103,812 shares; 2025Q1: 118,918 shares; 2025Q2: 110,780 shares; 2025Q3: 129,786 shares; 2025Q4: 249,706 shares; 2026Q1: 220,887 shares 220,887 $21.6M 0.04% -28,819 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: 111,128 shares; 2024Q4: 112,969 shares; 2025Q1: 112,766 shares; 2025Q2: 119,461 shares; 2025Q3: 117,945 shares; 2025Q4: 141,814 shares; 2026Q1: 145,206 shares 145,206 $21.5M 0.04% +3,392 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,733 shares; 2024Q4: 67,724 shares; 2025Q1: 68,656 shares; 2025Q2: 53,442 shares; 2025Q3: 51,130 shares; 2025Q4: 41,732 shares; 2026Q1: 185,506 shares 185,506 $21.3M 0.04% +143,774 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,785 shares; 2025Q2: 15,743 shares; 2025Q3: 84,711 shares; 2025Q4: 86,368 shares; 2026Q1: 77,788 shares 77,788 $21.3M 0.04% -8,580 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 469,033 shares; 2024Q4: 466,256 shares; 2025Q1: 450,088 shares; 2025Q2: 445,034 shares; 2025Q3: 449,861 shares; 2025Q4: 463,694 shares; 2026Q1: 459,652 shares 459,652 $21.2M 0.04% -4,042 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75,880 shares; 2025Q1: 126,075 shares; 2025Q2: 130,243 shares; 2025Q3: 130,990 shares; 2025Q4: 188,836 shares; 2026Q1: 199,591 shares 199,591 $21.2M 0.04% +10,755 Timeline HEDJ 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: 396,545 shares; 2024Q4: 405,296 shares; 2025Q1: 404,839 shares; 2025Q2: 407,099 shares; 2025Q3: 407,449 shares; 2025Q4: 403,104 shares; 2026Q1: 405,196 shares 405,196 $21.2M 0.04% +2,092 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,699 shares; 2024Q4: 22,523 shares; 2025Q1: 25,964 shares; 2025Q2: 25,843 shares; 2025Q3: 25,366 shares; 2025Q4: 163,363 shares; 2026Q1: 419,603 shares 419,603 $21.2M 0.04% +256,240 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,025 shares; 2025Q4: 175,345 shares; 2026Q1: 729,311 shares 729,311 $21M 0.04% +553,966 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 266,633 shares; 2024Q4: 302,500 shares; 2025Q1: 305,402 shares; 2025Q2: 323,483 shares; 2025Q3: 356,528 shares; 2025Q4: 361,571 shares; 2026Q1: 372,197 shares 372,197 $21M 0.04% +10,626 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,797 shares; 2025Q2: 91,344 shares; 2025Q3: 109,845 shares; 2025Q4: 451,005 shares; 2026Q1: 528,153 shares 528,153 $20.9M 0.04% +77,148 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL 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: 38,764 shares; 2025Q4: 46,317 shares; 2026Q1: 69,035 shares 69,035 $20.8M 0.04% +22,718 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: 162,233 shares; 2024Q4: 169,291 shares; 2025Q1: 173,928 shares; 2025Q2: 239,168 shares; 2025Q3: 205,191 shares; 2025Q4: 260,276 shares; 2026Q1: 251,847 shares 251,847 $20.8M 0.04% -8,429 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: 313,539 shares; 2024Q4: 432,420 shares; 2025Q1: 368,848 shares; 2025Q2: 214,790 shares; 2025Q3: 203,194 shares; 2025Q4: 205,762 shares; 2026Q1: 211,400 shares 211,400 $20.8M 0.04% +5,638 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: 1,353,347 shares; 2024Q4: 758,212 shares; 2025Q1: 1,370,118 shares; 2025Q2: 555,620 shares; 2025Q3: 550,762 shares; 2025Q4: 464,113 shares; 2026Q1: 470,902 shares 470,902 $20.8M 0.04% +6,789 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,227 shares; 2024Q4: 221,979 shares; 2025Q1: 170,774 shares; 2025Q2: 122,913 shares; 2025Q3: 121,110 shares; 2025Q4: 81,239 shares; 2026Q1: 122,977 shares 122,977 $20.7M 0.04% +41,738 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: 243,833 shares; 2024Q4: 241,471 shares; 2025Q1: 241,467 shares; 2025Q2: 251,008 shares; 2025Q3: 231,460 shares; 2025Q4: 259,123 shares; 2026Q1: 252,063 shares 252,063 $20.7M 0.04% -7,060 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411,720 shares; 2024Q4: 188,811 shares; 2025Q1: 233,487 shares; 2025Q2: 243,564 shares; 2025Q3: 262,149 shares; 2025Q4: 326,463 shares; 2026Q1: 249,644 shares 249,644 $20.7M 0.04% -76,819 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: 542,443 shares; 2024Q4: 606,164 shares; 2025Q1: 610,871 shares; 2025Q2: 501,079 shares; 2025Q3: 529,862 shares; 2025Q4: 552,103 shares; 2026Q1: 441,235 shares 441,235 $20.6M 0.04% -110,868 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: 25,949 shares; 2024Q4: 19,986 shares; 2025Q1: 22,972 shares; 2025Q2: 25,941 shares; 2025Q3: 18,583 shares; 2025Q4: 26,557 shares; 2026Q1: 23,618 shares 23,618 $20.4M 0.04% -2,939 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 120,490 shares; 2025Q1: 126,300 shares; 2025Q2: 113,112 shares; 2025Q3: 169,346 shares; 2025Q4: 188,331 shares; 2026Q1: 255,656 shares 255,656 $20.3M 0.04% +67,325 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 533,650 shares; 2025Q3: 496,243 shares; 2025Q4: 540,000 shares; 2026Q1: 495,847 shares 495,847 $20.2M 0.04% -44,153 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: 617,799 shares; 2024Q4: 631,943 shares; 2025Q1: 648,225 shares; 2025Q2: 544,271 shares; 2025Q3: 575,126 shares; 2025Q4: 605,633 shares; 2026Q1: 668,001 shares 668,001 $20.1M 0.04% +62,368 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: 174,412 shares; 2024Q4: 187,508 shares; 2025Q1: 154,177 shares; 2025Q2: 167,604 shares; 2025Q3: 184,658 shares; 2025Q4: 180,397 shares; 2026Q1: 199,774 shares 199,774 $20M 0.04% +19,377 Timeline RH RH More: the full row for RH 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: 98,294 shares; 2025Q3: 96,985 shares; 2025Q4: 133,676 shares; 2026Q1: 142,517 shares 142,517 $19.9M 0.04% +8,841 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221,821 shares; 2024Q4: 207,281 shares; 2025Q1: 235,721 shares; 2025Q2: 258,467 shares; 2025Q3: 264,075 shares; 2025Q4: 348,756 shares; 2026Q1: 355,814 shares 355,814 $19.9M 0.04% +7,058 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: 378,906 shares; 2024Q4: 375,549 shares; 2025Q1: 377,099 shares; 2025Q2: 394,638 shares; 2025Q3: 395,909 shares; 2025Q4: 421,980 shares; 2026Q1: 420,244 shares 420,244 $19.7M 0.03% -1,736 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225,518 shares; 2024Q4: 218,077 shares; 2025Q1: 220,029 shares; 2025Q2: 171,839 shares; 2025Q3: 439,621 shares; 2025Q4: 430,574 shares; 2026Q1: 317,882 shares 317,882 $19.5M 0.03% -112,692 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: 192,024 shares; 2024Q4: 194,026 shares; 2025Q1: 191,734 shares; 2025Q2: 182,377 shares; 2025Q3: 180,631 shares; 2025Q4: 131,675 shares; 2026Q1: 134,479 shares 134,479 $19.5M 0.03% +2,804 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,837 shares; 2025Q3: 45,133 shares; 2025Q4: 48,359 shares; 2026Q1: 35,581 shares 35,581 $19.3M 0.03% -12,778 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,132 shares; 2024Q4: 41,886 shares; 2025Q1: 48,266 shares; 2025Q2: 47,661 shares; 2025Q3: 47,224 shares; 2025Q4: 150,992 shares; 2026Q1: 345,258 shares 345,258 $19.3M 0.03% +194,266 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 423,461 shares; 2024Q4: 486,772 shares; 2025Q1: 493,594 shares; 2025Q2: 552,839 shares; 2025Q3: 467,326 shares; 2025Q4: 324,633 shares; 2026Q1: 340,723 shares 340,723 $19.3M 0.03% +16,090 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,393 shares; 2024Q4: 443,228 shares; 2025Q1: 475,536 shares; 2025Q2: 413,294 shares; 2025Q3: 440,853 shares; 2025Q4: 523,834 shares; 2026Q1: 620,673 shares 620,673 $19M 0.03% +96,839 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: 74,988 shares; 2024Q4: 74,827 shares; 2025Q1: 36,452 shares; 2025Q2: 38,522 shares; 2025Q3: 37,190 shares; 2025Q4: 54,643 shares; 2026Q1: 90,595 shares 90,595 $19M 0.03% +35,952 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,961 shares; 2024Q4: 360,561 shares; 2025Q1: 387,260 shares; 2025Q2: 378,078 shares; 2025Q3: 318,327 shares; 2025Q4: 381,707 shares; 2026Q1: 389,401 shares 389,401 $19M 0.03% +7,694 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300,964 shares; 2024Q4: 213,143 shares; 2025Q1: 174,212 shares; 2025Q2: 189,629 shares; 2025Q3: 164,752 shares; 2025Q4: 154,619 shares; 2026Q1: 135,505 shares 135,505 $18.9M 0.03% -19,114 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 441,554 shares; 2024Q4: 539,047 shares; 2025Q1: 534,849 shares; 2025Q2: 571,112 shares; 2025Q3: 213,769 shares; 2025Q4: 161,063 shares; 2026Q1: 139,699 shares 139,699 $18.9M 0.03% -21,364 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,138,716 shares; 2024Q4: 817,438 shares; 2025Q1: 840,373 shares; 2025Q2: 723,030 shares; 2025Q3: 577,577 shares; 2025Q4: 555,452 shares; 2026Q1: 626,533 shares 626,533 $18.9M 0.03% +71,081 Timeline PDP 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: 102,969 shares; 2024Q4: 98,460 shares; 2025Q1: 101,128 shares; 2025Q2: 101,258 shares; 2025Q3: 102,393 shares; 2025Q4: 151,288 shares; 2026Q1: 156,185 shares 156,185 $18.9M 0.03% +4,897 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: 187,402 shares; 2024Q4: 190,721 shares; 2025Q1: 183,686 shares; 2025Q2: 185,090 shares; 2025Q3: 181,376 shares; 2025Q4: 202,560 shares; 2026Q1: 200,055 shares 200,055 $18.6M 0.03% -2,505 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252,151 shares; 2024Q4: 248,161 shares; 2025Q1: 259,539 shares; 2025Q2: 250,370 shares; 2025Q3: 244,267 shares; 2025Q4: 282,266 shares; 2026Q1: 278,500 shares 278,500 $18.5M 0.03% -3,766 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,770 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,703 shares; 2025Q4: 15,765 shares; 2026Q1: 79,925 shares 79,925 $18.5M 0.03% +64,160 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: 101,836 shares; 2024Q4: 104,246 shares; 2025Q1: 103,626 shares; 2025Q2: 104,350 shares; 2025Q3: 116,417 shares; 2025Q4: 124,743 shares; 2026Q1: 116,881 shares 116,881 $18.4M 0.03% -7,862 Timeline TDVG 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: 317,757 shares; 2024Q4: 328,728 shares; 2025Q1: 339,666 shares; 2025Q2: 354,726 shares; 2025Q3: 352,872 shares; 2025Q4: 399,312 shares; 2026Q1: 410,464 shares 410,464 $18.3M 0.03% +11,152 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93,061 shares; 2025Q1: 144,491 shares; 2025Q2: 142,195 shares; 2025Q3: 89,152 shares; 2025Q4: 91,652 shares; 2026Q1: 177,799 shares 177,799 $18.3M 0.03% +86,147 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,639 shares; 2025Q3: 8,855 shares; 2025Q4: 9,219 shares; 2026Q1: 48,007 shares 48,007 $18.2M 0.03% +38,788 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: 105,613 shares; 2024Q4: 107,802 shares; 2025Q1: 101,663 shares; 2025Q2: 97,743 shares; 2025Q3: 102,679 shares; 2025Q4: 108,205 shares; 2026Q1: 118,307 shares 118,307 $18.1M 0.03% +10,102 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,209,266 shares; 2024Q4: 574,502 shares; 2025Q1: 1,646,417 shares; 2025Q2: 1,040,103 shares; 2025Q3: 988,819 shares; 2025Q4: 1,016,199 shares; 2026Q1: 1,136,506 shares 1,136,506 $18M 0.03% +120,307 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: 93,885 shares; 2024Q4: 94,931 shares; 2025Q1: 100,107 shares; 2025Q2: 101,502 shares; 2025Q3: 113,685 shares; 2025Q4: 110,926 shares; 2026Q1: 104,482 shares 104,482 $18M 0.03% -6,444 Timeline LMB LIMBACH HLDGS INC More: the full row for LIMBACH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,580 shares; 2024Q4: 216,567 shares; 2025Q1: 303,221 shares; 2025Q2: 239,879 shares; 2025Q3: 261,975 shares; 2025Q4: 205,464 shares; 2026Q1: 230,625 shares 230,625 $18M 0.03% +25,161 Timeline ACWV 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: 99,200 shares; 2024Q4: 49,591 shares; 2025Q1: 44,385 shares; 2025Q2: 104,682 shares; 2025Q3: 83,410 shares; 2025Q4: 154,025 shares; 2026Q1: 150,498 shares 150,498 $18M 0.03% -3,527 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,803 shares; 2024Q4: 181,196 shares; 2025Q1: 123,275 shares; 2025Q2: 119,418 shares; 2025Q3: 123,320 shares; 2025Q4: 163,907 shares; 2026Q1: 176,965 shares 176,965 $17.8M 0.03% +13,058 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,088 shares; 2024Q4: 18,210 shares; 2025Q1: 17,609 shares; 2025Q2: 17,948 shares; 2025Q3: 18,451 shares; 2025Q4: 19,661 shares; 2026Q1: 33,849 shares 33,849 $17.7M 0.03% +14,188 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,727 shares; 2024Q4: 201,747 shares; 2025Q1: 391,627 shares; 2025Q2: 263,490 shares; 2025Q3: 397,553 shares; 2025Q4: 400,284 shares; 2026Q1: 403,704 shares 403,704 $17.7M 0.03% +3,420 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: 104,370 shares; 2024Q4: 119,203 shares; 2025Q1: 101,636 shares; 2025Q2: 124,345 shares; 2025Q3: 145,100 shares; 2025Q4: 154,926 shares; 2026Q1: 162,787 shares 162,787 $17.7M 0.03% +7,861 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: 324,431 shares; 2024Q4: 345,592 shares; 2025Q1: 331,059 shares; 2025Q2: 417,336 shares; 2025Q3: 383,110 shares; 2025Q4: 1,218,001 shares; 2026Q1: 614,556 shares 614,556 $17.6M 0.03% -603,445 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: 49,638 shares; 2024Q4: 77,258 shares; 2025Q1: 201,194 shares; 2025Q2: 139,310 shares; 2025Q3: 152,366 shares; 2025Q4: 336,493 shares; 2026Q1: 356,427 shares 356,427 $17.6M 0.03% +19,934 Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,227 shares; 2024Q4: 116,446 shares; 2025Q1: 137,906 shares; 2025Q2: 166,798 shares; 2025Q3: 193,253 shares; 2025Q4: 107,944 shares; 2026Q1: 138,273 shares 138,273 $17.6M 0.03% +30,329 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: 123,354 shares; 2024Q4: 363,756 shares; 2025Q1: 538,617 shares; 2025Q2: 611,833 shares; 2025Q3: 661,642 shares; 2025Q4: 669,805 shares; 2026Q1: 682,382 shares 682,382 $17.5M 0.03% +12,577 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 641,705 shares; 2024Q4: 563,899 shares; 2025Q1: 502,486 shares; 2025Q2: 498,440 shares; 2025Q3: 562,638 shares; 2025Q4: 435,587 shares; 2026Q1: 250,774 shares 250,774 $17.3M 0.03% -184,813 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: 107,391 shares; 2024Q4: 107,654 shares; 2025Q1: 104,677 shares; 2025Q2: 108,580 shares; 2025Q3: 118,257 shares; 2025Q4: 163,080 shares; 2026Q1: 183,330 shares 183,330 $17.3M 0.03% +20,250 Timeline EVSD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 337,629 shares 337,629 $17.2M 0.03% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,956 shares; 2024Q4: 12,434 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,943 shares; 2025Q4: 393,604 shares; 2026Q1: 213,894 shares 213,894 $17.2M 0.03% -179,710 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES 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: 142 shares; 2025Q4: 70,902 shares; 2026Q1: 230,181 shares 230,181 $17.1M 0.03% +159,279 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 512,723 shares; 2024Q4: 492,419 shares; 2025Q1: 707,285 shares; 2025Q2: 1,302,693 shares; 2025Q3: 769,058 shares; 2025Q4: 1,142,962 shares; 2026Q1: 1,203,727 shares 1,203,727 $17M 0.03% +60,765 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,061 shares; 2025Q1: 29,326 shares; 2025Q2: 17,874 shares; 2025Q3: 34,407 shares; 2025Q4: 255,485 shares; 2026Q1: 200,501 shares 200,501 $16.9M 0.03% -54,984 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: 107,699 shares; 2024Q4: 126,832 shares; 2025Q1: 137,624 shares; 2025Q2: 115,352 shares; 2025Q3: 118,625 shares; 2025Q4: 146,058 shares; 2026Q1: 153,312 shares 153,312 $16.9M 0.03% +7,254 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: 265,674 shares; 2024Q4: 296,126 shares; 2025Q1: 301,243 shares; 2025Q2: 297,541 shares; 2025Q3: 310,410 shares; 2025Q4: 316,403 shares; 2026Q1: 310,853 shares 310,853 $16.8M 0.03% -5,550 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,719 shares; 2024Q4: 70,485 shares; 2025Q1: 110,615 shares; 2025Q2: 268,090 shares; 2025Q3: 236,247 shares; 2025Q4: 215,564 shares; 2026Q1: 329,726 shares 329,726 $16.8M 0.03% +114,162 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378,837 shares; 2024Q4: 430,987 shares; 2025Q1: 489,112 shares; 2025Q2: 485,254 shares; 2025Q3: 518,191 shares; 2025Q4: 402,832 shares; 2026Q1: 430,019 shares 430,019 $16.7M 0.03% +27,187 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,991 shares; 2024Q4: 186,009 shares; 2025Q1: 120,779 shares; 2025Q2: 124,852 shares; 2025Q3: 145,373 shares; 2025Q4: 173,802 shares; 2026Q1: 243,954 shares 243,954 $16.7M 0.03% +70,152 Timeline CDP COPT DEFENSE PROPERTIES More: the full row for COPT DEFENSE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,153 shares; 2025Q4: 477,073 shares; 2026Q1: 545,818 shares 545,818 $16.7M 0.03% +68,745 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,945 shares; 2024Q4: 45,713 shares; 2025Q1: 48,177 shares; 2025Q2: 51,343 shares; 2025Q3: 55,640 shares; 2025Q4: 56,472 shares; 2026Q1: 58,113 shares 58,113 $16.7M 0.03% +1,641 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,411 shares; 2025Q4: 2,759 shares; 2026Q1: 54,787 shares 54,787 $16.7M 0.03% +52,028 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: 146,335 shares; 2024Q4: 152,473 shares; 2025Q1: 175,118 shares; 2025Q2: 196,702 shares; 2025Q3: 231,441 shares; 2025Q4: 316,664 shares; 2026Q1: 391,574 shares 391,574 $16.7M 0.03% +74,910 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334,620 shares; 2024Q4: 338,517 shares; 2025Q1: 513,502 shares; 2025Q2: 546,696 shares; 2025Q3: 558,227 shares; 2025Q4: 511,152 shares; 2026Q1: 510,435 shares 510,435 $16.7M 0.03% -717 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,976 shares; 2025Q3: 351,669 shares; 2025Q4: 702,109 shares; 2026Q1: 992,962 shares 992,962 $16.7M 0.03% +290,853 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,928 shares; 2024Q4: 1,306,484 shares; 2025Q1: 121,499 shares; 2025Q2: 106,038 shares; 2025Q3: 571,081 shares; 2025Q4: 83,341 shares; 2026Q1: 1,251,957 shares 1,251,957 $16.7M 0.03% +1,168,616 Timeline QTWO Q2 HLDGS INC More: the full row for Q2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,442 shares; 2024Q4: 381,094 shares; 2025Q1: 481,298 shares; 2025Q2: 509,173 shares; 2025Q3: 713,688 shares; 2025Q4: 513,970 shares; 2026Q1: 351,694 shares 351,694 $16.6M 0.03% -162,276 Timeline