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: 2,957,600 shares; 2024Q4: 2,811,440 shares; 2025Q1: 2,663,863 shares; 2025Q2: 2,817,019 shares; 2025Q3: 2,787,598 shares; 2025Q4: 2,888,622 shares; 2026Q1: 2,852,930 shares 2,852,930 $498M 2.69% -35,692 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: 1,001,133 shares; 2024Q4: 982,867 shares; 2025Q1: 917,761 shares; 2025Q2: 953,675 shares; 2025Q3: 968,471 shares; 2025Q4: 977,087 shares; 2026Q1: 980,298 shares 980,298 $363M 1.96% +3,211 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: 542,388 shares; 2024Q4: 539,016 shares; 2025Q1: 501,116 shares; 2025Q2: 390,589 shares; 2025Q3: 323,125 shares; 2025Q4: 453,493 shares; 2026Q1: 479,992 shares 479,992 $314M 1.69% +26,499 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: 743,348 shares; 2024Q4: 756,371 shares; 2025Q1: 738,972 shares; 2025Q2: 718,677 shares; 2025Q3: 665,304 shares; 2025Q4: 691,736 shares; 2026Q1: 698,101 shares 698,101 $305M 1.65% +6,365 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 353,784 shares; 2024Q4: 343,257 shares; 2025Q1: 318,213 shares; 2025Q2: 326,985 shares; 2025Q3: 360,008 shares; 2025Q4: 403,009 shares; 2026Q1: 394,346 shares 394,346 $256M 1.39% -8,663 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: 923,329 shares; 2024Q4: 892,064 shares; 2025Q1: 814,444 shares; 2025Q2: 862,467 shares; 2025Q3: 846,509 shares; 2025Q4: 852,559 shares; 2026Q1: 874,471 shares 874,471 $251M 1.36% +21,912 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: 365,409 shares; 2024Q4: 352,242 shares; 2025Q1: 405,238 shares; 2025Q2: 407,151 shares; 2025Q3: 391,464 shares; 2025Q4: 397,484 shares; 2026Q1: 410,162 shares 410,162 $245M 1.32% +12,678 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: 1,168,757 shares; 2024Q4: 1,156,770 shares; 2025Q1: 1,200,532 shares; 2025Q2: 1,183,958 shares; 2025Q3: 1,198,582 shares; 2025Q4: 1,257,162 shares; 2026Q1: 1,237,731 shares 1,237,731 $243M 1.31% -19,431 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: 247,025 shares; 2024Q4: 235,597 shares; 2025Q1: 232,969 shares; 2025Q2: 234,600 shares; 2025Q3: 236,785 shares; 2025Q4: 244,134 shares; 2026Q1: 241,945 shares 241,945 $223M 1.2% -2,189 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: 838,926 shares; 2024Q4: 813,658 shares; 2025Q1: 741,796 shares; 2025Q2: 763,356 shares; 2025Q3: 739,767 shares; 2025Q4: 737,823 shares; 2026Q1: 715,328 shares 715,328 $221M 1.2% -22,495 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: 716,329 shares; 2024Q4: 701,283 shares; 2025Q1: 660,662 shares; 2025Q2: 701,682 shares; 2025Q3: 692,289 shares; 2025Q4: 702,049 shares; 2026Q1: 718,193 shares 718,193 $211M 1.14% +16,144 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: 474,474 shares; 2024Q4: 487,271 shares; 2025Q1: 625,992 shares; 2025Q2: 735,201 shares; 2025Q3: 763,243 shares; 2025Q4: 965,441 shares; 2026Q1: 902,104 shares 902,104 $190M 1.03% -63,337 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: 1,181,745 shares; 2024Q4: 1,084,114 shares; 2025Q1: 1,033,934 shares; 2025Q2: 1,059,986 shares; 2025Q3: 1,024,741 shares; 2025Q4: 1,048,409 shares; 2026Q1: 1,025,623 shares 1,025,623 $174M 0.94% -22,786 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: 251,187 shares; 2024Q4: 251,847 shares; 2025Q1: 238,046 shares; 2025Q2: 252,188 shares; 2025Q3: 266,480 shares; 2025Q4: 272,095 shares; 2026Q1: 282,725 shares 282,725 $162M 0.87% +10,630 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: 1,412,222 shares; 2024Q4: 1,420,998 shares; 2025Q1: 1,468,024 shares; 2025Q2: 1,356,044 shares; 2025Q3: 1,306,322 shares; 2025Q4: 1,352,008 shares; 2026Q1: 1,406,864 shares 1,406,864 $159M 0.86% +54,856 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: 471,448 shares; 2024Q4: 469,708 shares; 2025Q1: 453,019 shares; 2025Q2: 457,903 shares; 2025Q3: 466,857 shares; 2025Q4: 497,416 shares; 2026Q1: 532,340 shares 532,340 $153M 0.83% +34,924 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: 2,042,472 shares; 2024Q4: 2,072,947 shares; 2025Q1: 2,140,207 shares; 2025Q2: 2,339,847 shares; 2025Q3: 2,877,953 shares; 2025Q4: 2,994,449 shares; 2026Q1: 2,460,922 shares 2,460,922 $143M 0.77% -533,527 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: 1,176,980 shares; 2024Q4: 1,167,552 shares; 2025Q1: 1,110,727 shares; 2025Q2: 1,129,597 shares; 2025Q3: 1,171,617 shares; 2025Q4: 1,174,962 shares; 2026Q1: 1,130,844 shares 1,130,844 $141M 0.76% -44,118 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: 2,089,524 shares; 2024Q4: 2,136,435 shares; 2025Q1: 1,603,700 shares; 2025Q2: 2,313,181 shares; 2025Q3: 1,959,758 shares; 2025Q4: 1,736,536 shares; 2026Q1: 1,760,693 shares 1,760,693 $131M 0.71% +24,157 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,130,848 shares; 2024Q4: 1,122,463 shares; 2025Q1: 1,285,411 shares; 2025Q2: 1,512,120 shares; 2025Q3: 1,655,981 shares; 2025Q4: 1,920,644 shares; 2026Q1: 1,806,474 shares 1,806,474 $126M 0.68% -114,170 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: 1,879,000 shares; 2024Q4: 1,899,728 shares; 2025Q1: 2,076,927 shares; 2025Q2: 2,104,725 shares; 2025Q3: 2,010,471 shares; 2025Q4: 1,371,859 shares; 2026Q1: 1,385,391 shares 1,385,391 $125M 0.68% +13,532 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,049,895 shares; 2024Q4: 3,010,092 shares; 2025Q1: 2,956,054 shares; 2025Q2: 2,882,865 shares; 2025Q3: 2,551,705 shares; 2025Q4: 2,542,432 shares; 2026Q1: 2,667,710 shares 2,667,710 $123M 0.67% +125,278 Timeline USPX FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,758,018 shares; 2024Q4: 1,796,958 shares; 2025Q1: 1,933,270 shares; 2025Q2: 1,726,598 shares; 2025Q3: 1,911,158 shares; 2025Q4: 1,986,959 shares; 2026Q1: 2,140,419 shares 2,140,419 $122M 0.66% +153,460 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: 283,128 shares; 2024Q4: 295,361 shares; 2025Q1: 301,194 shares; 2025Q2: 294,987 shares; 2025Q3: 317,234 shares; 2025Q4: 326,112 shares; 2026Q1: 326,833 shares 326,833 $122M 0.66% +721 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: 779,459 shares; 2024Q4: 783,589 shares; 2025Q1: 897,346 shares; 2025Q2: 949,298 shares; 2025Q3: 862,480 shares; 2025Q4: 567,790 shares; 2026Q1: 604,311 shares 604,311 $116M 0.63% +36,521 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400,273 shares; 2024Q4: 1,444,690 shares; 2025Q1: 1,550,585 shares; 2025Q2: 1,339,702 shares; 2025Q3: 1,478,841 shares; 2025Q4: 1,563,500 shares; 2026Q1: 1,675,252 shares 1,675,252 $113M 0.61% +111,752 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: 456,776 shares; 2024Q4: 450,347 shares; 2025Q1: 495,280 shares; 2025Q2: 500,596 shares; 2025Q3: 464,126 shares; 2025Q4: 473,415 shares; 2026Q1: 490,072 shares 490,072 $105M 0.57% +16,657 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: 528,802 shares; 2024Q4: 487,837 shares; 2025Q1: 484,366 shares; 2025Q2: 480,429 shares; 2025Q3: 472,158 shares; 2025Q4: 479,069 shares; 2026Q1: 479,197 shares 479,197 $104M 0.56% +128 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: 119,942 shares; 2024Q4: 117,003 shares; 2025Q1: 111,549 shares; 2025Q2: 115,291 shares; 2025Q3: 110,752 shares; 2025Q4: 107,924 shares; 2026Q1: 102,748 shares 102,748 $102M 0.55% -5,176 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: 444,179 shares; 2024Q4: 398,073 shares; 2025Q1: 368,392 shares; 2025Q2: 370,344 shares; 2025Q3: 387,728 shares; 2025Q4: 402,425 shares; 2026Q1: 402,894 shares 402,894 $98.5M 0.53% +469 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: 394,768 shares; 2024Q4: 368,957 shares; 2025Q1: 354,071 shares; 2025Q2: 373,580 shares; 2025Q3: 398,916 shares; 2025Q4: 396,662 shares; 2026Q1: 472,061 shares 472,061 $97.7M 0.53% +75,399 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: 323,990 shares; 2024Q4: 321,447 shares; 2025Q1: 318,414 shares; 2025Q2: 329,386 shares; 2025Q3: 342,037 shares; 2025Q4: 339,988 shares; 2026Q1: 320,139 shares 320,139 $96.8M 0.52% -19,849 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,155,317 shares; 2024Q4: 1,184,304 shares; 2025Q1: 694,855 shares; 2025Q2: 685,448 shares; 2025Q3: 247,702 shares; 2025Q4: 539,068 shares; 2026Q1: 855,806 shares 855,806 $95.3M 0.52% +316,738 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: 88,440 shares; 2024Q4: 77,312 shares; 2025Q1: 166,871 shares; 2025Q2: 204,465 shares; 2025Q3: 209,097 shares; 2025Q4: 224,172 shares; 2026Q1: 216,349 shares 216,349 $93.1M 0.5% -7,823 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: 2,042,510 shares; 2024Q4: 2,149,319 shares; 2025Q1: 2,110,780 shares; 2025Q2: 1,861,648 shares; 2025Q3: 1,838,803 shares; 2025Q4: 1,843,471 shares; 2026Q1: 4,042,192 shares 4,042,192 $92.6M 0.5% +2,198,721 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: 126,564 shares; 2024Q4: 125,814 shares; 2025Q1: 122,825 shares; 2025Q2: 128,806 shares; 2025Q3: 125,697 shares; 2025Q4: 126,167 shares; 2026Q1: 127,231 shares 127,231 $90.1M 0.49% +1,064 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: 306,524 shares; 2024Q4: 375,512 shares; 2025Q1: 394,182 shares; 2025Q2: 460,005 shares; 2025Q3: 535,996 shares; 2025Q4: 579,919 shares; 2026Q1: 562,025 shares 562,025 $82.2M 0.44% -17,894 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: 92,478 shares; 2024Q4: 85,654 shares; 2025Q1: 85,710 shares; 2025Q2: 85,938 shares; 2025Q3: 80,877 shares; 2025Q4: 788,445 shares; 2026Q1: 826,101 shares 826,101 $79.4M 0.43% +37,656 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 243,330 shares; 2025Q2: 1,716,503 shares; 2025Q3: 1,848,929 shares; 2025Q4: 1,965,140 shares; 2026Q1: 2,123,956 shares 2,123,956 $76.9M 0.42% +158,816 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: 160,714 shares; 2024Q4: 155,962 shares; 2025Q1: 155,745 shares; 2025Q2: 154,034 shares; 2025Q3: 159,921 shares; 2025Q4: 162,811 shares; 2026Q1: 165,079 shares 165,079 $76.5M 0.41% +2,268 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: 127,249 shares; 2024Q4: 123,286 shares; 2025Q1: 126,037 shares; 2025Q2: 138,292 shares; 2025Q3: 162,823 shares; 2025Q4: 188,693 shares; 2026Q1: 174,613 shares 174,613 $74.5M 0.4% -14,080 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,296,960 shares 2,296,960 $73.9M 0.4% new 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: 238,866 shares; 2024Q4: 246,088 shares; 2025Q1: 242,886 shares; 2025Q2: 290,254 shares; 2025Q3: 262,972 shares; 2025Q4: 523,762 shares; 2026Q1: 542,041 shares 542,041 $72M 0.39% +18,279 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: 186,359 shares; 2024Q4: 186,704 shares; 2025Q1: 172,458 shares; 2025Q2: 172,917 shares; 2025Q3: 183,488 shares; 2025Q4: 205,509 shares; 2026Q1: 205,972 shares 205,972 $69.6M 0.38% +463 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: 903,220 shares; 2024Q4: 889,168 shares; 2025Q1: 866,456 shares; 2025Q2: 891,760 shares; 2025Q3: 893,809 shares; 2025Q4: 971,340 shares; 2026Q1: 984,746 shares 984,746 $69.1M 0.37% +13,406 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: 831,624 shares; 2024Q4: 816,294 shares; 2025Q1: 742,846 shares; 2025Q2: 798,645 shares; 2025Q3: 796,451 shares; 2025Q4: 848,481 shares; 2026Q1: 886,031 shares 886,031 $68.7M 0.37% +37,550 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: 260,180 shares; 2024Q4: 245,329 shares; 2025Q1: 564,223 shares; 2025Q2: 699,664 shares; 2025Q3: 754,673 shares; 2025Q4: 698,389 shares; 2026Q1: 681,690 shares 681,690 $68.7M 0.37% -16,699 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,364,476 shares; 2024Q4: 1,434,168 shares; 2025Q1: 1,390,423 shares; 2025Q2: 1,436,169 shares; 2025Q3: 1,343,926 shares; 2025Q4: 1,432,285 shares; 2026Q1: 1,361,467 shares 1,361,467 $67.9M 0.37% -70,818 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: 21,969 shares; 2024Q4: 31,948 shares; 2025Q1: 31,737 shares; 2025Q2: 56,010 shares; 2025Q3: 66,594 shares; 2025Q4: 74,313 shares; 2026Q1: 77,106 shares 77,106 $67.3M 0.36% +2,793 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: 63,609 shares; 2024Q4: 74,001 shares; 2025Q1: 74,985 shares; 2025Q2: 73,154 shares; 2025Q3: 73,248 shares; 2025Q4: 78,057 shares; 2026Q1: 79,214 shares 79,214 $67M 0.36% +1,157 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: 179,239 shares; 2024Q4: 166,581 shares; 2025Q1: 382,975 shares; 2025Q2: 486,843 shares; 2025Q3: 523,047 shares; 2025Q4: 637,888 shares; 2026Q1: 683,769 shares 683,769 $66.4M 0.36% +45,881 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,419,392 shares; 2024Q4: 2,518,428 shares; 2025Q1: 2,527,375 shares; 2025Q2: 2,442,428 shares; 2025Q3: 2,787,760 shares; 2025Q4: 2,769,842 shares; 2026Q1: 3,081,221 shares 3,081,221 $66.2M 0.36% +311,379 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: 788,800 shares; 2024Q4: 801,641 shares; 2025Q1: 814,125 shares; 2025Q2: 812,576 shares; 2025Q3: 888,201 shares; 2025Q4: 949,929 shares; 2026Q1: 728,291 shares 728,291 $64.2M 0.35% -221,638 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: 317,692 shares; 2024Q4: 307,534 shares; 2025Q1: 277,150 shares; 2025Q2: 278,752 shares; 2025Q3: 266,641 shares; 2025Q4: 268,735 shares; 2026Q1: 264,484 shares 264,484 $64.1M 0.35% -4,251 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: 420,244 shares; 2024Q4: 574,819 shares; 2025Q1: 748,577 shares; 2025Q2: 877,851 shares; 2025Q3: 998,710 shares; 2025Q4: 1,128,661 shares; 2026Q1: 1,272,554 shares 1,272,554 $64.1M 0.35% +143,893 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: 97,125 shares; 2024Q4: 89,201 shares; 2025Q1: 88,980 shares; 2025Q2: 92,168 shares; 2025Q3: 91,713 shares; 2025Q4: 91,226 shares; 2026Q1: 90,524 shares 90,524 $63.2M 0.34% -702 Timeline SCHE 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: 679,738 shares; 2024Q4: 701,798 shares; 2025Q1: 993,147 shares; 2025Q2: 1,464,286 shares; 2025Q3: 1,570,664 shares; 2025Q4: 1,873,248 shares; 2026Q1: 1,909,261 shares 1,909,261 $62.9M 0.34% +36,013 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,597 shares; 2024Q4: 255,716 shares; 2025Q1: 253,655 shares; 2025Q2: 252,820 shares; 2025Q3: 250,914 shares; 2025Q4: 249,047 shares; 2026Q1: 226,222 shares 226,222 $62M 0.34% -22,825 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: 463,488 shares; 2024Q4: 460,712 shares; 2025Q1: 403,176 shares; 2025Q2: 424,858 shares; 2025Q3: 422,644 shares; 2025Q4: 418,381 shares; 2026Q1: 413,573 shares 413,573 $59.7M 0.32% -4,808 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: 157,981 shares; 2024Q4: 154,926 shares; 2025Q1: 157,787 shares; 2025Q2: 142,728 shares; 2025Q3: 146,167 shares; 2025Q4: 233,841 shares; 2026Q1: 242,941 shares 242,941 $58.3M 0.32% +9,100 Timeline ESN NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,784,749 shares; 2025Q1: 2,777,378 shares; 2025Q2: 3,065,926 shares; 2025Q3: 3,242,554 shares; 2025Q4: 3,302,710 shares; 2026Q1: 3,289,819 shares 3,289,819 $57.6M 0.31% -12,891 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: 202,609 shares; 2024Q4: 192,493 shares; 2025Q1: 180,281 shares; 2025Q2: 184,683 shares; 2025Q3: 178,799 shares; 2025Q4: 167,963 shares; 2026Q1: 170,975 shares 170,975 $56.2M 0.3% +3,012 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: 161,649 shares; 2024Q4: 168,724 shares; 2025Q1: 174,974 shares; 2025Q2: 161,591 shares; 2025Q3: 178,372 shares; 2025Q4: 188,352 shares; 2026Q1: 191,846 shares 191,846 $55.1M 0.3% +3,494 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: 369,834 shares; 2024Q4: 386,941 shares; 2025Q1: 378,447 shares; 2025Q2: 951,876 shares; 2025Q3: 933,328 shares; 2025Q4: 995,269 shares; 2026Q1: 1,183,884 shares 1,183,884 $54.9M 0.3% +188,615 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: 249,527 shares; 2024Q4: 256,652 shares; 2025Q1: 260,690 shares; 2025Q2: 291,046 shares; 2025Q3: 246,526 shares; 2025Q4: 277,366 shares; 2026Q1: 285,796 shares 285,796 $54.8M 0.3% +8,430 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,184 shares; 2024Q4: 5,594 shares; 2025Q1: 9,722 shares; 2025Q2: 46,709 shares; 2025Q3: 500,741 shares; 2025Q4: 546,365 shares; 2026Q1: 770,947 shares 770,947 $54.6M 0.3% +224,582 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: 510,380 shares; 2024Q4: 460,821 shares; 2025Q1: 459,079 shares; 2025Q2: 528,470 shares; 2025Q3: 557,916 shares; 2025Q4: 579,516 shares; 2026Q1: 587,643 shares 587,643 $54.6M 0.3% +8,127 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: 173,609 shares; 2024Q4: 171,064 shares; 2025Q1: 168,946 shares; 2025Q2: 171,097 shares; 2025Q3: 169,328 shares; 2025Q4: 173,949 shares; 2026Q1: 174,967 shares 174,967 $54.4M 0.29% +1,018 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 667,493 shares; 2025Q3: 1,282,076 shares; 2025Q4: 1,483,384 shares; 2026Q1: 1,605,454 shares 1,605,454 $52.9M 0.29% +122,070 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: 239,396 shares; 2024Q4: 220,415 shares; 2025Q1: 230,500 shares; 2025Q2: 267,420 shares; 2025Q3: 284,357 shares; 2025Q4: 291,470 shares; 2026Q1: 317,635 shares 317,635 $52.5M 0.28% +26,165 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 579,090 shares; 2024Q4: 592,277 shares; 2025Q1: 503,728 shares; 2025Q2: 438,509 shares; 2025Q3: 441,341 shares; 2025Q4: 456,531 shares; 2026Q1: 669,084 shares 669,084 $51.2M 0.28% +212,553 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: 980,222 shares; 2024Q4: 980,949 shares; 2025Q1: 965,655 shares; 2025Q2: 993,695 shares; 2025Q3: 919,657 shares; 2025Q4: 886,134 shares; 2026Q1: 992,459 shares 992,459 $49.8M 0.27% +106,325 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: 145,278 shares; 2024Q4: 136,986 shares; 2025Q1: 127,634 shares; 2025Q2: 125,439 shares; 2025Q3: 147,875 shares; 2025Q4: 163,968 shares; 2026Q1: 183,680 shares 183,680 $49.7M 0.27% +19,712 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: 590,910 shares; 2024Q4: 606,210 shares; 2025Q1: 616,265 shares; 2025Q2: 618,606 shares; 2025Q3: 698,994 shares; 2025Q4: 755,278 shares; 2026Q1: 768,573 shares 768,573 $49.3M 0.27% +13,295 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: 473,744 shares; 2024Q4: 450,606 shares; 2025Q1: 387,991 shares; 2025Q2: 340,662 shares; 2025Q3: 336,656 shares; 2025Q4: 357,508 shares; 2026Q1: 406,087 shares 406,087 $48.8M 0.26% +48,579 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: 149,500 shares; 2024Q4: 152,313 shares; 2025Q1: 208,271 shares; 2025Q2: 245,859 shares; 2025Q3: 333,749 shares; 2025Q4: 348,477 shares; 2026Q1: 151,708 shares 151,708 $48.3M 0.26% -196,769 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 432,910 shares; 2024Q4: 458,816 shares; 2025Q1: 478,664 shares; 2025Q2: 474,877 shares; 2025Q3: 528,657 shares; 2025Q4: 572,513 shares; 2026Q1: 594,398 shares 594,398 $44.4M 0.24% +21,885 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: 390,321 shares; 2024Q4: 424,832 shares; 2025Q1: 443,622 shares; 2025Q2: 394,509 shares; 2025Q3: 350,172 shares; 2025Q4: 345,308 shares; 2026Q1: 353,652 shares 353,652 $44M 0.24% +8,344 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: 729,902 shares; 2024Q4: 948,910 shares; 2025Q1: 1,202,606 shares; 2025Q2: 1,255,647 shares; 2025Q3: 813,406 shares; 2025Q4: 1,075,966 shares; 2026Q1: 1,108,323 shares 1,108,323 $43.8M 0.24% +32,357 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: 1,100,943 shares; 2024Q4: 1,016,423 shares; 2025Q1: 971,510 shares; 2025Q2: 986,773 shares; 2025Q3: 1,069,907 shares; 2025Q4: 1,508,810 shares; 2026Q1: 1,498,520 shares 1,498,520 $43.4M 0.23% -10,290 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: 119,869 shares; 2024Q4: 120,856 shares; 2025Q1: 132,771 shares; 2025Q2: 138,758 shares; 2025Q3: 147,161 shares; 2025Q4: 164,906 shares; 2026Q1: 165,610 shares 165,610 $43.4M 0.23% +704 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: 149,131 shares; 2024Q4: 148,244 shares; 2025Q1: 143,999 shares; 2025Q2: 148,772 shares; 2025Q3: 138,110 shares; 2025Q4: 143,127 shares; 2026Q1: 151,568 shares 151,568 $43M 0.23% +8,441 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: 305,475 shares; 2024Q4: 334,123 shares; 2025Q1: 334,002 shares; 2025Q2: 356,960 shares; 2025Q3: 202,795 shares; 2025Q4: 209,328 shares; 2026Q1: 231,479 shares 231,479 $42M 0.23% +22,151 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: 132,451 shares; 2024Q4: 132,198 shares; 2025Q1: 135,489 shares; 2025Q2: 138,226 shares; 2025Q3: 127,653 shares; 2025Q4: 131,801 shares; 2026Q1: 166,868 shares 166,868 $41.2M 0.22% +35,067 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: 329,826 shares; 2024Q4: 310,493 shares; 2025Q1: 267,501 shares; 2025Q2: 282,693 shares; 2025Q3: 298,380 shares; 2025Q4: 591,524 shares; 2026Q1: 671,814 shares 671,814 $41.2M 0.22% +80,290 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: 86,327 shares; 2024Q4: 85,210 shares; 2025Q1: 80,705 shares; 2025Q2: 86,845 shares; 2025Q3: 89,751 shares; 2025Q4: 89,767 shares; 2026Q1: 82,145 shares 82,145 $41M 0.22% -7,622 Timeline PXF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 553,187 shares; 2026Q1: 579,402 shares 579,402 $40.5M 0.22% +26,215 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 980,155 shares 980,155 $40.2M 0.22% new 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: 124,564 shares; 2024Q4: 126,602 shares; 2025Q1: 179,494 shares; 2025Q2: 231,520 shares; 2025Q3: 254,714 shares; 2025Q4: 264,677 shares; 2026Q1: 295,466 shares 295,466 $40.2M 0.22% +30,789 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: 306,079 shares; 2024Q4: 315,749 shares; 2025Q1: 307,087 shares; 2025Q2: 320,894 shares; 2025Q3: 371,884 shares; 2025Q4: 360,099 shares; 2026Q1: 272,688 shares 272,688 $40.1M 0.22% -87,411 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: 411,387 shares; 2024Q4: 383,691 shares; 2025Q1: 346,672 shares; 2025Q2: 260,936 shares; 2025Q3: 303,693 shares; 2025Q4: 344,687 shares; 2026Q1: 391,339 shares 391,339 $39.4M 0.21% +46,652 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: 43,030 shares; 2024Q4: 43,507 shares; 2025Q1: 42,443 shares; 2025Q2: 44,408 shares; 2025Q3: 47,063 shares; 2025Q4: 46,061 shares; 2026Q1: 43,760 shares 43,760 $39.2M 0.21% -2,301 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: 241,213 shares; 2024Q4: 204,246 shares; 2025Q1: 169,352 shares; 2025Q2: 121,991 shares; 2025Q3: 118,311 shares; 2025Q4: 121,390 shares; 2026Q1: 122,012 shares 122,012 $39.1M 0.21% +622 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: 530,953 shares; 2024Q4: 540,277 shares; 2025Q1: 449,487 shares; 2025Q2: 444,048 shares; 2025Q3: 438,784 shares; 2025Q4: 449,261 shares; 2026Q1: 511,510 shares 511,510 $38.9M 0.21% +62,249 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: 403,684 shares; 2024Q4: 400,608 shares; 2025Q1: 400,184 shares; 2025Q2: 398,909 shares; 2025Q3: 350,149 shares; 2025Q4: 368,033 shares; 2026Q1: 402,801 shares 402,801 $38.9M 0.21% +34,768 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 550,250 shares; 2024Q4: 454,643 shares; 2025Q1: 727,720 shares; 2025Q2: 912,399 shares; 2025Q3: 989,769 shares; 2025Q4: 996,441 shares; 2026Q1: 974,007 shares 974,007 $38.8M 0.21% -22,434 Timeline OUSM 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: 754,871 shares; 2024Q4: 774,152 shares; 2025Q1: 780,977 shares; 2025Q2: 788,697 shares; 2025Q3: 839,109 shares; 2025Q4: 884,770 shares; 2026Q1: 880,733 shares 880,733 $38.5M 0.21% -4,037 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: 205,156 shares; 2024Q4: 207,227 shares; 2025Q1: 198,207 shares; 2025Q2: 205,320 shares; 2025Q3: 218,742 shares; 2025Q4: 226,121 shares; 2026Q1: 240,515 shares 240,515 $38.4M 0.21% +14,394 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: 187,400 shares; 2024Q4: 194,415 shares; 2025Q1: 181,242 shares; 2025Q2: 125,850 shares; 2025Q3: 145,039 shares; 2025Q4: 165,986 shares; 2026Q1: 154,202 shares 154,202 $38.2M 0.21% -11,784 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: 36,113 shares; 2025Q1: 33,767 shares; 2025Q2: 34,317 shares; 2025Q3: 36,729 shares; 2025Q4: 38,724 shares; 2026Q1: 39,620 shares 39,620 $38.1M 0.21% +896 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 391,616 shares; 2025Q3: 426,768 shares; 2025Q4: 432,625 shares; 2026Q1: 841,578 shares 841,578 $37.6M 0.2% +408,953 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: 530,784 shares; 2024Q4: 517,987 shares; 2025Q1: 446,808 shares; 2025Q2: 494,508 shares; 2025Q3: 505,117 shares; 2025Q4: 556,996 shares; 2026Q1: 566,366 shares 566,366 $37.4M 0.2% +9,370 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: 51,004 shares; 2024Q4: 62,087 shares; 2025Q1: 63,343 shares; 2025Q2: 80,180 shares; 2025Q3: 89,431 shares; 2025Q4: 93,404 shares; 2026Q1: 94,572 shares 94,572 $36.9M 0.2% +1,168 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: 172,107 shares; 2024Q4: 170,420 shares; 2025Q1: 158,683 shares; 2025Q2: 160,559 shares; 2025Q3: 143,457 shares; 2025Q4: 147,928 shares; 2026Q1: 155,938 shares 155,938 $36.8M 0.2% +8,010 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: 135,452 shares; 2024Q4: 148,957 shares; 2025Q1: 152,824 shares; 2025Q2: 149,591 shares; 2025Q3: 153,674 shares; 2025Q4: 168,373 shares; 2026Q1: 169,301 shares 169,301 $36.8M 0.2% +928 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: 234,055 shares; 2024Q4: 227,053 shares; 2025Q1: 199,702 shares; 2025Q2: 203,638 shares; 2025Q3: 230,415 shares; 2025Q4: 243,840 shares; 2026Q1: 247,703 shares 247,703 $36.7M 0.2% +3,863 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: 885,959 shares; 2024Q4: 1,063,085 shares; 2025Q1: 1,202,662 shares; 2025Q2: 1,467,986 shares; 2025Q3: 1,625,830 shares; 2025Q4: 1,630,707 shares; 2026Q1: 1,888,661 shares 1,888,661 $36.5M 0.2% +257,954 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378,829 shares; 2024Q4: 397,382 shares; 2025Q1: 412,185 shares; 2025Q2: 708,674 shares; 2025Q3: 661,661 shares; 2025Q4: 666,603 shares; 2026Q1: 700,290 shares 700,290 $36.4M 0.2% +33,687 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: 153,586 shares; 2024Q4: 159,160 shares; 2025Q1: 168,640 shares; 2025Q2: 185,329 shares; 2025Q3: 191,937 shares; 2025Q4: 192,466 shares; 2026Q1: 183,420 shares 183,420 $36.3M 0.2% -9,046 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: 316,101 shares; 2024Q4: 325,749 shares; 2025Q1: 352,552 shares; 2025Q2: 354,999 shares; 2025Q3: 395,502 shares; 2025Q4: 449,791 shares; 2026Q1: 437,471 shares 437,471 $36.2M 0.2% -12,320 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: 367,380 shares; 2024Q4: 345,357 shares; 2025Q1: 330,550 shares; 2025Q2: 344,027 shares; 2025Q3: 306,967 shares; 2025Q4: 339,913 shares; 2026Q1: 339,977 shares 339,977 $36.1M 0.2% +64 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,324,980 shares; 2025Q3: 1,413,034 shares; 2025Q4: 966,018 shares; 2026Q1: 969,801 shares 969,801 $36.1M 0.2% +3,783 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,586,394 shares; 2024Q4: 1,564,056 shares; 2025Q1: 1,563,294 shares; 2025Q2: 1,505,465 shares; 2025Q3: 1,307,762 shares; 2025Q4: 1,353,103 shares; 2026Q1: 1,406,760 shares 1,406,760 $36M 0.19% +53,657 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,518 shares; 2024Q4: 92,772 shares; 2025Q1: 89,411 shares; 2025Q2: 86,075 shares; 2025Q3: 96,647 shares; 2025Q4: 203,559 shares; 2026Q1: 149,843 shares 149,843 $35.6M 0.19% -53,716 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: 170,670 shares; 2024Q4: 167,840 shares; 2025Q1: 163,070 shares; 2025Q2: 165,102 shares; 2025Q3: 160,541 shares; 2025Q4: 158,304 shares; 2026Q1: 182,480 shares 182,480 $35.4M 0.19% +24,176 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: 308,234 shares; 2024Q4: 315,941 shares; 2025Q1: 307,467 shares; 2025Q2: 338,089 shares; 2025Q3: 354,722 shares; 2025Q4: 339,116 shares; 2026Q1: 360,004 shares 360,004 $34.7M 0.19% +20,888 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: 66,682 shares; 2024Q4: 64,254 shares; 2025Q1: 52,107 shares; 2025Q2: 52,031 shares; 2025Q3: 48,927 shares; 2025Q4: 51,386 shares; 2026Q1: 57,202 shares 57,202 $34.6M 0.19% +5,816 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: 112,621 shares; 2024Q4: 106,381 shares; 2025Q1: 86,410 shares; 2025Q2: 86,799 shares; 2025Q3: 93,984 shares; 2025Q4: 88,718 shares; 2026Q1: 92,038 shares 92,038 $32.9M 0.18% +3,320 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: 262,267 shares; 2024Q4: 264,331 shares; 2025Q1: 245,129 shares; 2025Q2: 228,886 shares; 2025Q3: 214,545 shares; 2025Q4: 198,779 shares; 2026Q1: 210,731 shares 210,731 $32.7M 0.18% +11,952 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: 188,278 shares; 2024Q4: 190,080 shares; 2025Q1: 134,852 shares; 2025Q2: 135,994 shares; 2025Q3: 127,559 shares; 2025Q4: 126,688 shares; 2026Q1: 143,468 shares 143,468 $32.4M 0.18% +16,780 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,868 shares; 2024Q4: 47,229 shares; 2025Q1: 53,988 shares; 2025Q2: 178,106 shares; 2025Q3: 197,974 shares; 2025Q4: 279,801 shares; 2026Q1: 288,988 shares 288,988 $32.4M 0.18% +9,187 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: 386,544 shares; 2024Q4: 394,463 shares; 2025Q1: 392,801 shares; 2025Q2: 408,692 shares; 2025Q3: 414,498 shares; 2025Q4: 431,123 shares; 2026Q1: 405,244 shares 405,244 $32.3M 0.17% -25,879 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: 238,653 shares; 2024Q4: 234,174 shares; 2025Q1: 218,210 shares; 2025Q2: 224,349 shares; 2025Q3: 230,320 shares; 2025Q4: 230,079 shares; 2026Q1: 245,268 shares 245,268 $32.1M 0.17% +15,189 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: 35,938 shares; 2024Q4: 35,771 shares; 2025Q1: 34,124 shares; 2025Q2: 33,842 shares; 2025Q3: 38,937 shares; 2025Q4: 38,982 shares; 2026Q1: 40,631 shares 40,631 $31.4M 0.17% +1,649 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: 223,566 shares; 2024Q4: 229,021 shares; 2025Q1: 227,323 shares; 2025Q2: 220,790 shares; 2025Q3: 205,912 shares; 2025Q4: 208,275 shares; 2026Q1: 213,125 shares 213,125 $31.2M 0.17% +4,850 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: 102,240 shares; 2024Q4: 105,854 shares; 2025Q1: 111,498 shares; 2025Q2: 115,359 shares; 2025Q3: 143,257 shares; 2025Q4: 143,158 shares; 2026Q1: 146,216 shares 146,216 $31.2M 0.17% +3,058 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: 332,314 shares; 2024Q4: 346,492 shares; 2025Q1: 304,493 shares; 2025Q2: 312,703 shares; 2025Q3: 314,375 shares; 2025Q4: 314,846 shares; 2026Q1: 327,194 shares 327,194 $31.1M 0.17% +12,348 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: 18,255 shares; 2024Q4: 18,290 shares; 2025Q1: 18,077 shares; 2025Q2: 343,012 shares; 2025Q3: 348,874 shares; 2025Q4: 350,715 shares; 2026Q1: 332,920 shares 332,920 $30.7M 0.17% -17,795 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: 71,138 shares; 2024Q4: 100,583 shares; 2025Q1: 126,122 shares; 2025Q2: 137,106 shares; 2025Q3: 145,140 shares; 2025Q4: 251,848 shares; 2026Q1: 277,294 shares 277,294 $30.7M 0.17% +25,446 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,993 shares; 2024Q4: 187,729 shares; 2025Q1: 173,890 shares; 2025Q2: 175,731 shares; 2025Q3: 181,816 shares; 2025Q4: 194,056 shares; 2026Q1: 191,337 shares 191,337 $30.7M 0.17% -2,719 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: 452,739 shares; 2024Q4: 464,801 shares; 2025Q1: 472,941 shares; 2025Q2: 489,146 shares; 2025Q3: 487,499 shares; 2025Q4: 498,575 shares; 2026Q1: 420,652 shares 420,652 $30.6M 0.17% -77,923 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,290,473 shares; 2024Q4: 1,299,220 shares; 2025Q1: 1,011,419 shares; 2025Q2: 391,762 shares; 2025Q3: 355,174 shares; 2025Q4: 353,840 shares; 2026Q1: 385,115 shares 385,115 $30.3M 0.16% +31,275 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: 249,200 shares; 2024Q4: 253,242 shares; 2025Q1: 246,330 shares; 2025Q2: 247,254 shares; 2025Q3: 220,781 shares; 2025Q4: 228,563 shares; 2026Q1: 229,339 shares 229,339 $30.3M 0.16% +776 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: 44,411 shares; 2024Q4: 44,897 shares; 2025Q1: 47,847 shares; 2025Q2: 52,451 shares; 2025Q3: 54,500 shares; 2025Q4: 52,667 shares; 2026Q1: 53,327 shares 53,327 $30M 0.16% +660 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183,289 shares; 2024Q4: 172,007 shares; 2025Q1: 186,463 shares; 2025Q2: 211,926 shares; 2025Q3: 207,942 shares; 2025Q4: 221,511 shares; 2026Q1: 213,838 shares 213,838 $29.8M 0.16% -7,673 Timeline JSI 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: 7,670 shares; 2024Q4: 7,711 shares; 2025Q1: 9,562 shares; 2025Q2: 281,954 shares; 2025Q3: 465,708 shares; 2025Q4: 511,412 shares; 2026Q1: 577,225 shares 577,225 $29.8M 0.16% +65,813 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: 28,487 shares; 2024Q4: 28,236 shares; 2025Q1: 34,330 shares; 2025Q2: 33,586 shares; 2025Q3: 33,811 shares; 2025Q4: 34,592 shares; 2026Q1: 34,277 shares 34,277 $29.7M 0.16% -315 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 536,135 shares; 2024Q4: 444,193 shares; 2025Q1: 435,648 shares; 2025Q2: 586,753 shares; 2025Q3: 695,743 shares; 2025Q4: 712,975 shares; 2026Q1: 676,901 shares 676,901 $29.2M 0.16% -36,074 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: 617,882 shares; 2024Q4: 646,691 shares; 2025Q1: 672,548 shares; 2025Q2: 602,102 shares; 2025Q3: 644,489 shares; 2025Q4: 649,426 shares; 2026Q1: 682,503 shares 682,503 $29M 0.16% +33,077 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: 528,093 shares; 2024Q4: 569,687 shares; 2025Q1: 274,906 shares; 2025Q2: 280,125 shares; 2025Q3: 290,398 shares; 2025Q4: 287,212 shares; 2026Q1: 291,732 shares 291,732 $29M 0.16% +4,520 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: 155,126 shares; 2024Q4: 163,515 shares; 2025Q1: 171,255 shares; 2025Q2: 194,830 shares; 2025Q3: 200,606 shares; 2025Q4: 216,328 shares; 2026Q1: 253,944 shares 253,944 $28.8M 0.16% +37,616 Timeline JMTG 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: 286,369 shares; 2025Q3: 330,888 shares; 2025Q4: 494,168 shares; 2026Q1: 558,295 shares 558,295 $28.5M 0.15% +64,127 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: 772,356 shares; 2024Q4: 682,505 shares; 2025Q1: 657,551 shares; 2025Q2: 658,257 shares; 2025Q3: 917,142 shares; 2025Q4: 953,847 shares; 2026Q1: 1,013,675 shares 1,013,675 $28.5M 0.15% +59,828 Timeline CRUX COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 941,699 shares 941,699 $28.3M 0.15% new 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: 353,387 shares; 2024Q4: 313,937 shares; 2025Q1: 362,653 shares; 2025Q2: 408,603 shares; 2025Q3: 396,852 shares; 2025Q4: 402,604 shares; 2026Q1: 418,558 shares 418,558 $28.3M 0.15% +15,954 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 634,127 shares; 2024Q4: 660,884 shares; 2025Q1: 701,860 shares; 2025Q2: 916,380 shares; 2025Q3: 951,288 shares; 2025Q4: 947,843 shares; 2026Q1: 1,069,935 shares 1,069,935 $28.1M 0.15% +122,092 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: 912,589 shares; 2024Q4: 924,802 shares; 2025Q1: 803,655 shares; 2025Q2: 803,385 shares; 2025Q3: 476,939 shares; 2025Q4: 497,404 shares; 2026Q1: 911,443 shares 911,443 $28M 0.15% +414,039 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: 209,085 shares; 2024Q4: 189,892 shares; 2025Q1: 191,777 shares; 2025Q2: 207,098 shares; 2025Q3: 203,215 shares; 2025Q4: 211,691 shares; 2026Q1: 213,324 shares 213,324 $27.9M 0.15% +1,633 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,986 shares; 2024Q4: 19,838 shares; 2025Q1: 28,213 shares; 2025Q2: 484,730 shares; 2025Q3: 527,597 shares; 2025Q4: 496,024 shares; 2026Q1: 555,703 shares 555,703 $27.8M 0.15% +59,679 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: 746,606 shares; 2024Q4: 806,856 shares; 2025Q1: 870,080 shares; 2025Q2: 882,706 shares; 2025Q3: 879,830 shares; 2025Q4: 823,567 shares; 2026Q1: 828,971 shares 828,971 $27.8M 0.15% +5,404 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,228 shares; 2024Q4: 148,984 shares; 2025Q1: 132,413 shares; 2025Q2: 395,568 shares; 2025Q3: 406,911 shares; 2025Q4: 449,157 shares; 2026Q1: 576,650 shares 576,650 $27.7M 0.15% +127,493 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: 230,327 shares; 2024Q4: 254,048 shares; 2025Q1: 239,795 shares; 2025Q2: 226,607 shares; 2025Q3: 221,785 shares; 2025Q4: 225,594 shares; 2026Q1: 214,831 shares 214,831 $27.7M 0.15% -10,763 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: 64,754 shares; 2024Q4: 62,163 shares; 2025Q1: 60,287 shares; 2025Q2: 62,419 shares; 2025Q3: 57,031 shares; 2025Q4: 59,906 shares; 2026Q1: 59,787 shares 59,787 $27.6M 0.15% -119 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: 611,702 shares; 2024Q4: 625,967 shares; 2025Q1: 651,945 shares; 2025Q2: 742,140 shares; 2025Q3: 771,913 shares; 2025Q4: 503,929 shares; 2026Q1: 485,575 shares 485,575 $27.5M 0.15% -18,354 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: 61,514 shares; 2024Q4: 60,919 shares; 2025Q1: 61,814 shares; 2025Q2: 66,656 shares; 2025Q3: 51,896 shares; 2025Q4: 53,410 shares; 2026Q1: 54,969 shares 54,969 $27M 0.15% +1,559 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: 82,021 shares; 2024Q4: 89,485 shares; 2025Q1: 67,706 shares; 2025Q2: 76,687 shares; 2025Q3: 83,505 shares; 2025Q4: 84,656 shares; 2026Q1: 82,476 shares 82,476 $26.9M 0.15% -2,180 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: 173,887 shares; 2025Q1: 124,107 shares; 2025Q2: 131,129 shares; 2025Q3: 114,527 shares; 2025Q4: 122,204 shares; 2026Q1: 124,450 shares 124,450 $26.6M 0.14% +2,246 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: 120,003 shares; 2024Q4: 114,432 shares; 2025Q1: 112,098 shares; 2025Q2: 103,864 shares; 2025Q3: 103,184 shares; 2025Q4: 104,374 shares; 2026Q1: 109,248 shares 109,248 $26.5M 0.14% +4,874 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: 203,890 shares; 2024Q4: 203,347 shares; 2025Q1: 220,563 shares; 2025Q2: 244,260 shares; 2025Q3: 235,493 shares; 2025Q4: 236,100 shares; 2026Q1: 235,724 shares 235,724 $26.1M 0.14% -376 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 629,141 shares; 2024Q4: 648,344 shares; 2025Q1: 669,270 shares; 2025Q2: 722,922 shares; 2025Q3: 732,451 shares; 2025Q4: 217,959 shares; 2026Q1: 208,185 shares 208,185 $26.1M 0.14% -9,774 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: 278,699 shares; 2024Q4: 275,016 shares; 2025Q1: 260,943 shares; 2025Q2: 254,179 shares; 2025Q3: 248,898 shares; 2025Q4: 316,621 shares; 2026Q1: 337,631 shares 337,631 $26M 0.14% +21,010 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: 38,859 shares; 2024Q4: 38,461 shares; 2025Q1: 38,310 shares; 2025Q2: 35,427 shares; 2025Q3: 42,045 shares; 2025Q4: 39,957 shares; 2026Q1: 37,958 shares 37,958 $25.9M 0.14% -1,999 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: 172,114 shares; 2024Q4: 165,374 shares; 2025Q1: 160,736 shares; 2025Q2: 157,698 shares; 2025Q3: 163,573 shares; 2025Q4: 164,700 shares; 2026Q1: 156,416 shares 156,416 $25.7M 0.14% -8,284 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,533 shares; 2024Q4: 146,394 shares; 2025Q1: 145,912 shares; 2025Q2: 143,619 shares; 2025Q3: 143,926 shares; 2025Q4: 142,765 shares; 2026Q1: 121,565 shares 121,565 $25.7M 0.14% -21,200 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: 87,709 shares; 2024Q4: 90,085 shares; 2025Q1: 91,658 shares; 2025Q2: 102,327 shares; 2025Q3: 110,285 shares; 2025Q4: 205,921 shares; 2026Q1: 227,427 shares 227,427 $24.8M 0.13% +21,506 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 458,099 shares; 2024Q4: 497,981 shares; 2025Q1: 648,660 shares; 2025Q2: 713,828 shares; 2025Q3: 753,423 shares; 2025Q4: 748,494 shares; 2026Q1: 730,987 shares 730,987 $24.7M 0.13% -17,507 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: 302,523 shares; 2024Q4: 307,613 shares; 2025Q1: 301,773 shares; 2025Q2: 253,445 shares; 2025Q3: 248,411 shares; 2025Q4: 252,152 shares; 2026Q1: 478,183 shares 478,183 $24.6M 0.13% +226,031 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: 52,572 shares; 2024Q4: 45,031 shares; 2025Q1: 45,879 shares; 2025Q2: 44,280 shares; 2025Q3: 51,799 shares; 2025Q4: 53,446 shares; 2026Q1: 72,723 shares 72,723 $24.6M 0.13% +19,277 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,348 shares; 2024Q4: 14,969 shares; 2025Q1: 14,074 shares; 2025Q2: 14,527 shares; 2025Q3: 15,871 shares; 2025Q4: 18,761 shares; 2026Q1: 18,509 shares 18,509 $24.4M 0.13% -252 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: 34,515 shares; 2024Q4: 33,656 shares; 2025Q1: 35,666 shares; 2025Q2: 35,842 shares; 2025Q3: 36,674 shares; 2025Q4: 45,747 shares; 2026Q1: 45,423 shares 45,423 $24.4M 0.13% -324 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: 184,976 shares; 2024Q4: 185,185 shares; 2025Q1: 179,199 shares; 2025Q2: 142,161 shares; 2025Q3: 154,575 shares; 2025Q4: 154,541 shares; 2026Q1: 156,840 shares 156,840 $24.3M 0.13% +2,299 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: 44,908 shares; 2024Q4: 44,012 shares; 2025Q1: 41,503 shares; 2025Q2: 46,666 shares; 2025Q3: 47,532 shares; 2025Q4: 44,436 shares; 2026Q1: 48,863 shares 48,863 $24.2M 0.13% +4,427 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: 95,811 shares; 2024Q4: 54,094 shares; 2025Q1: 50,812 shares; 2025Q2: 57,967 shares; 2025Q3: 64,251 shares; 2025Q4: 71,388 shares; 2026Q1: 70,244 shares 70,244 $24.1M 0.13% -1,144 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: 97,908 shares; 2024Q4: 104,911 shares; 2025Q1: 92,181 shares; 2025Q2: 88,801 shares; 2025Q3: 91,955 shares; 2025Q4: 90,009 shares; 2026Q1: 115,545 shares 115,545 $24M 0.13% +25,536 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: 223,190 shares; 2024Q4: 219,460 shares; 2025Q1: 231,223 shares; 2025Q2: 233,023 shares; 2025Q3: 243,308 shares; 2025Q4: 248,817 shares; 2026Q1: 246,336 shares 246,336 $24M 0.13% -2,481 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: 435,867 shares; 2024Q4: 455,263 shares; 2025Q1: 513,193 shares; 2025Q2: 438,884 shares; 2025Q3: 473,940 shares; 2025Q4: 470,100 shares; 2026Q1: 482,373 shares 482,373 $23.8M 0.13% +12,273 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: 307,667 shares; 2024Q4: 331,163 shares; 2025Q1: 333,471 shares; 2025Q2: 352,808 shares; 2025Q3: 369,712 shares; 2025Q4: 408,426 shares; 2026Q1: 437,965 shares 437,965 $23.7M 0.13% +29,539 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: 366,549 shares; 2024Q4: 358,907 shares; 2025Q1: 361,894 shares; 2025Q2: 381,169 shares; 2025Q3: 283,661 shares; 2025Q4: 188,500 shares; 2026Q1: 204,262 shares 204,262 $23.5M 0.13% +15,762 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: 593,046 shares; 2024Q4: 654,721 shares; 2025Q1: 249,141 shares; 2025Q2: 259,270 shares; 2025Q3: 275,841 shares; 2025Q4: 276,648 shares; 2026Q1: 315,208 shares 315,208 $23.2M 0.13% +38,560 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: 392,716 shares; 2024Q4: 464,571 shares; 2025Q1: 513,385 shares; 2025Q2: 504,024 shares; 2025Q3: 586,302 shares; 2025Q4: 588,767 shares; 2026Q1: 587,966 shares 587,966 $23.2M 0.13% -801 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: 223,986 shares; 2024Q4: 220,774 shares; 2025Q1: 218,569 shares; 2025Q2: 203,963 shares; 2025Q3: 220,437 shares; 2025Q4: 216,867 shares; 2026Q1: 226,681 shares 226,681 $23.2M 0.13% +9,814 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: 65,579 shares; 2024Q4: 66,596 shares; 2025Q1: 63,331 shares; 2025Q2: 63,344 shares; 2025Q3: 64,312 shares; 2025Q4: 61,657 shares; 2026Q1: 68,329 shares 68,329 $22.5M 0.12% +6,672 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,092,782 shares; 2024Q4: 1,053,934 shares; 2025Q1: 911,249 shares; 2025Q2: 926,913 shares; 2025Q3: 962,069 shares; 2025Q4: 975,248 shares; 2026Q1: 1,001,879 shares 1,001,879 $22.4M 0.12% +26,631 Timeline RWL 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: 30,183 shares; 2024Q4: 30,804 shares; 2025Q1: 30,472 shares; 2025Q2: 30,110 shares; 2025Q3: 29,902 shares; 2025Q4: 174,688 shares; 2026Q1: 193,233 shares 193,233 $22.2M 0.12% +18,545 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: 227,479 shares; 2024Q4: 216,805 shares; 2025Q1: 271,311 shares; 2025Q2: 291,268 shares; 2025Q3: 329,712 shares; 2025Q4: 319,471 shares; 2026Q1: 325,077 shares 325,077 $22.2M 0.12% +5,606 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: 42,903 shares; 2024Q4: 43,831 shares; 2025Q1: 45,867 shares; 2025Q2: 47,170 shares; 2025Q3: 46,253 shares; 2025Q4: 49,804 shares; 2026Q1: 49,360 shares 49,360 $22M 0.12% -444 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: 237,544 shares; 2024Q4: 257,599 shares; 2025Q1: 232,620 shares; 2025Q2: 321,235 shares; 2025Q3: 376,110 shares; 2025Q4: 326,098 shares; 2026Q1: 435,187 shares 435,187 $21.9M 0.12% +109,089 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: 145,122 shares; 2024Q4: 147,779 shares; 2025Q1: 114,216 shares; 2025Q2: 120,479 shares; 2025Q3: 116,088 shares; 2025Q4: 111,919 shares; 2026Q1: 89,481 shares 89,481 $21.8M 0.12% -22,438 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: 184,692 shares; 2024Q4: 144,345 shares; 2025Q1: 142,248 shares; 2025Q2: 146,106 shares; 2025Q3: 172,252 shares; 2025Q4: 168,743 shares; 2026Q1: 165,066 shares 165,066 $21.8M 0.12% -3,677 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: 320,676 shares; 2024Q4: 343,064 shares; 2025Q1: 335,830 shares; 2025Q2: 312,449 shares; 2025Q3: 332,852 shares; 2025Q4: 339,255 shares; 2026Q1: 358,571 shares 358,571 $21.7M 0.12% +19,316 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,103 shares; 2024Q4: 12,728 shares; 2025Q1: 510,272 shares; 2025Q2: 565,722 shares; 2025Q3: 562,120 shares; 2025Q4: 650,264 shares; 2026Q1: 824,553 shares 824,553 $21.6M 0.12% +174,289 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: 146,491 shares; 2024Q4: 147,571 shares; 2025Q1: 152,168 shares; 2025Q2: 143,905 shares; 2025Q3: 142,774 shares; 2025Q4: 138,426 shares; 2026Q1: 132,470 shares 132,470 $21.4M 0.12% -5,956 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: 815,124 shares; 2024Q4: 799,657 shares; 2025Q1: 613,466 shares; 2025Q2: 507,384 shares; 2025Q3: 542,578 shares; 2025Q4: 527,223 shares; 2026Q1: 531,603 shares 531,603 $21.4M 0.12% +4,380 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: 257,744 shares; 2024Q4: 269,810 shares; 2025Q1: 213,582 shares; 2025Q2: 234,609 shares; 2025Q3: 312,777 shares; 2025Q4: 288,648 shares; 2026Q1: 232,609 shares 232,609 $21.3M 0.12% -56,039 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 641,829 shares; 2024Q4: 641,781 shares; 2025Q1: 705,782 shares; 2025Q2: 771,173 shares; 2025Q3: 674,990 shares; 2025Q4: 813,183 shares; 2026Q1: 713,011 shares 713,011 $20.8M 0.11% -100,172 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321,840 shares; 2024Q4: 335,084 shares; 2025Q1: 340,151 shares; 2025Q2: 345,099 shares; 2025Q3: 324,697 shares; 2025Q4: 675,296 shares; 2026Q1: 775,230 shares 775,230 $20.2M 0.11% +99,934 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 885,359 shares; 2024Q4: 965,775 shares; 2025Q1: 938,147 shares; 2025Q2: 928,696 shares; 2025Q3: 870,587 shares; 2025Q4: 839,357 shares; 2026Q1: 870,949 shares 870,949 $20.2M 0.11% +31,592 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: 218,074 shares; 2024Q4: 202,854 shares; 2025Q1: 209,391 shares; 2025Q2: 216,689 shares; 2025Q3: 227,260 shares; 2025Q4: 226,463 shares; 2026Q1: 215,810 shares 215,810 $20M 0.11% -10,653 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: 514,989 shares; 2024Q4: 444,918 shares; 2025Q1: 417,259 shares; 2025Q2: 433,149 shares; 2025Q3: 517,382 shares; 2025Q4: 526,743 shares; 2026Q1: 520,778 shares 520,778 $19.7M 0.11% -5,965 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223,015 shares; 2024Q4: 264,067 shares; 2025Q1: 629,651 shares; 2025Q2: 621,396 shares; 2025Q3: 840,296 shares; 2025Q4: 813,984 shares; 2026Q1: 419,754 shares 419,754 $19.6M 0.11% -394,230 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 355,837 shares; 2024Q4: 379,599 shares; 2025Q1: 395,360 shares; 2025Q2: 441,686 shares; 2025Q3: 551,158 shares; 2025Q4: 670,339 shares; 2026Q1: 783,830 shares 783,830 $19.4M 0.11% +113,491 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,256 shares; 2024Q4: 36,320 shares; 2025Q1: 35,542 shares; 2025Q2: 35,286 shares; 2025Q3: 41,028 shares; 2025Q4: 43,649 shares; 2026Q1: 54,523 shares 54,523 $19.4M 0.1% +10,874 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: 43,738 shares; 2024Q4: 45,341 shares; 2025Q1: 49,801 shares; 2025Q2: 52,173 shares; 2025Q3: 55,033 shares; 2025Q4: 53,601 shares; 2026Q1: 52,672 shares 52,672 $19.4M 0.1% -929 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: 233,606 shares; 2024Q4: 219,293 shares; 2025Q1: 219,857 shares; 2025Q2: 211,590 shares; 2025Q3: 215,272 shares; 2025Q4: 197,667 shares; 2026Q1: 216,020 shares 216,020 $19.4M 0.1% +18,353 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: 21,861 shares; 2024Q4: 21,775 shares; 2025Q1: 15,528 shares; 2025Q2: 14,384 shares; 2025Q3: 13,799 shares; 2025Q4: 13,974 shares; 2026Q1: 13,082 shares 13,082 $19.3M 0.1% -892 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 474,509 shares; 2025Q2: 527,423 shares; 2025Q3: 537,268 shares; 2025Q4: 521,056 shares; 2026Q1: 398,703 shares 398,703 $19.1M 0.1% -122,353 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: 293,590 shares; 2024Q4: 294,806 shares; 2025Q1: 326,768 shares; 2025Q2: 307,785 shares; 2025Q3: 273,583 shares; 2025Q4: 257,981 shares; 2026Q1: 217,227 shares 217,227 $19.1M 0.1% -40,754 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: 194,426 shares; 2024Q4: 196,872 shares; 2025Q1: 198,884 shares; 2025Q2: 210,547 shares; 2025Q3: 178,032 shares; 2025Q4: 183,084 shares; 2026Q1: 200,894 shares 200,894 $18.9M 0.1% +17,810 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: 143,120 shares; 2024Q4: 178,613 shares; 2025Q1: 169,563 shares; 2025Q2: 166,675 shares; 2025Q3: 112,261 shares; 2025Q4: 97,223 shares; 2026Q1: 100,537 shares 100,537 $18.8M 0.1% +3,314 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: 156,161 shares; 2024Q4: 157,286 shares; 2025Q1: 163,589 shares; 2025Q2: 162,532 shares; 2025Q3: 179,491 shares; 2025Q4: 202,912 shares; 2026Q1: 209,764 shares 209,764 $18.7M 0.1% +6,852 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: 1,096,370 shares; 2024Q4: 1,074,880 shares; 2025Q1: 1,021,874 shares; 2025Q2: 838,177 shares; 2025Q3: 381,829 shares; 2025Q4: 320,047 shares; 2026Q1: 299,346 shares 299,346 $18.7M 0.1% -20,701 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: 627,221 shares; 2024Q4: 566,599 shares; 2025Q1: 562,181 shares; 2025Q2: 632,141 shares; 2025Q3: 622,817 shares; 2025Q4: 714,911 shares; 2026Q1: 725,530 shares 725,530 $18.6M 0.1% +10,619 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: 121,635 shares; 2024Q4: 82,008 shares; 2025Q1: 84,691 shares; 2025Q2: 91,759 shares; 2025Q3: 101,301 shares; 2025Q4: 104,732 shares; 2026Q1: 101,673 shares 101,673 $18.3M 0.1% -3,059 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: 79,439 shares; 2024Q4: 77,901 shares; 2025Q1: 78,044 shares; 2025Q2: 80,411 shares; 2025Q3: 80,193 shares; 2025Q4: 80,562 shares; 2026Q1: 79,342 shares 79,342 $18.2M 0.1% -1,220 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 408,511 shares; 2024Q4: 445,245 shares; 2025Q1: 489,722 shares; 2025Q2: 605,114 shares; 2025Q3: 665,072 shares; 2025Q4: 330,253 shares; 2026Q1: 319,639 shares 319,639 $18.1M 0.1% -10,614 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,500 shares; 2024Q4: 23,116 shares; 2025Q1: 18,696 shares; 2025Q2: 19,015 shares; 2025Q3: 18,157 shares; 2025Q4: 17,064 shares; 2026Q1: 16,406 shares 16,406 $17.9M 0.1% -658 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: 84,551 shares; 2024Q4: 85,484 shares; 2025Q1: 87,842 shares; 2025Q2: 87,385 shares; 2025Q3: 89,465 shares; 2025Q4: 300,735 shares; 2026Q1: 348,677 shares 348,677 $17.8M 0.1% +47,942 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: 261,604 shares; 2024Q4: 256,380 shares; 2025Q1: 234,875 shares; 2025Q2: 245,235 shares; 2025Q3: 254,861 shares; 2025Q4: 265,943 shares; 2026Q1: 403,060 shares 403,060 $17.8M 0.1% +137,117 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,419 shares; 2024Q4: 105,287 shares; 2025Q1: 114,769 shares; 2025Q2: 188,454 shares; 2025Q3: 224,762 shares; 2025Q4: 459,625 shares; 2026Q1: 383,567 shares 383,567 $17.6M 0.1% -76,058 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: 850,160 shares; 2024Q4: 868,129 shares; 2025Q1: 575,916 shares; 2025Q2: 613,460 shares; 2025Q3: 623,010 shares; 2025Q4: 637,275 shares; 2026Q1: 710,476 shares 710,476 $17.6M 0.1% +73,201 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: 151,227 shares; 2024Q4: 142,346 shares; 2025Q1: 150,550 shares; 2025Q2: 149,283 shares; 2025Q3: 168,453 shares; 2025Q4: 166,762 shares; 2026Q1: 147,911 shares 147,911 $17.5M 0.09% -18,851 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: 109,036 shares; 2024Q4: 106,562 shares; 2025Q1: 68,436 shares; 2025Q2: 95,477 shares; 2025Q3: 96,878 shares; 2025Q4: 95,690 shares; 2026Q1: 96,110 shares 96,110 $17.5M 0.09% +420 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: 151,868 shares; 2024Q4: 151,484 shares; 2025Q1: 134,799 shares; 2025Q2: 138,041 shares; 2025Q3: 142,757 shares; 2025Q4: 169,253 shares; 2026Q1: 182,712 shares 182,712 $17M 0.09% +13,459 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: 140,115 shares; 2024Q4: 101,821 shares; 2025Q1: 100,725 shares; 2025Q2: 97,374 shares; 2025Q3: 91,744 shares; 2025Q4: 82,918 shares; 2026Q1: 85,240 shares 85,240 $16.9M 0.09% +2,322 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,355 shares; 2024Q4: 28,937 shares; 2025Q1: 21,846 shares; 2025Q2: 132,422 shares; 2025Q3: 442,650 shares; 2025Q4: 507,004 shares; 2026Q1: 733,015 shares 733,015 $16.8M 0.09% +226,011 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81,636 shares; 2025Q4: 135,265 shares; 2026Q1: 115,616 shares 115,616 $16.8M 0.09% -19,649 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: 85,843 shares; 2024Q4: 85,772 shares; 2025Q1: 69,531 shares; 2025Q2: 68,929 shares; 2025Q3: 67,451 shares; 2025Q4: 66,758 shares; 2026Q1: 79,171 shares 79,171 $16.6M 0.09% +12,413 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 383,411 shares; 2024Q4: 326,455 shares; 2025Q1: 309,860 shares; 2025Q2: 323,213 shares; 2025Q3: 330,521 shares; 2025Q4: 426,979 shares; 2026Q1: 467,109 shares 467,109 $16.6M 0.09% +40,130 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,509 shares; 2024Q4: 84,906 shares; 2025Q1: 84,897 shares; 2025Q2: 86,046 shares; 2025Q3: 83,606 shares; 2025Q4: 82,244 shares; 2026Q1: 80,440 shares 80,440 $16.4M 0.09% -1,804 Timeline SMIG 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: 114,778 shares; 2024Q4: 141,504 shares; 2025Q1: 152,253 shares; 2025Q2: 161,879 shares; 2025Q3: 174,744 shares; 2025Q4: 183,714 shares; 2026Q1: 559,405 shares 559,405 $16.4M 0.09% +375,691 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: 129,237 shares; 2024Q4: 133,268 shares; 2025Q1: 61,790 shares; 2025Q2: 82,835 shares; 2025Q3: 95,410 shares; 2025Q4: 100,961 shares; 2026Q1: 108,711 shares 108,711 $16.3M 0.09% +7,750 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 327,024 shares 327,024 $16.3M 0.09% new 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: 113,355 shares; 2024Q4: 114,130 shares; 2025Q1: 97,099 shares; 2025Q2: 147,898 shares; 2025Q3: 154,439 shares; 2025Q4: 160,230 shares; 2026Q1: 165,396 shares 165,396 $16.3M 0.09% +5,166 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: 261,034 shares; 2024Q4: 276,586 shares; 2025Q1: 271,266 shares; 2025Q2: 286,460 shares; 2025Q3: 306,106 shares; 2025Q4: 292,357 shares; 2026Q1: 226,022 shares 226,022 $16.3M 0.09% -66,335 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,841 shares; 2024Q4: 24,847 shares; 2025Q1: 23,836 shares; 2025Q2: 25,771 shares; 2025Q3: 26,464 shares; 2025Q4: 26,210 shares; 2026Q1: 37,409 shares 37,409 $16.2M 0.09% +11,199 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 409,646 shares; 2024Q4: 367,317 shares; 2025Q1: 374,137 shares; 2025Q2: 365,693 shares; 2025Q3: 396,938 shares; 2025Q4: 637,204 shares; 2026Q1: 666,245 shares 666,245 $16.1M 0.09% +29,041 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: 359,299 shares; 2024Q4: 333,789 shares; 2025Q1: 324,656 shares; 2025Q2: 335,540 shares; 2025Q3: 256,007 shares; 2025Q4: 257,292 shares; 2026Q1: 152,023 shares 152,023 $16.1M 0.09% -105,269 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,514 shares; 2024Q4: 8,579 shares; 2025Q1: 14,041 shares; 2025Q2: 16,885 shares; 2025Q3: 18,641 shares; 2025Q4: 20,809 shares; 2026Q1: 22,026 shares 22,026 $16M 0.09% +1,217 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: 439,649 shares; 2024Q4: 421,606 shares; 2025Q1: 270,477 shares; 2025Q2: 220,157 shares; 2025Q3: 212,140 shares; 2025Q4: 244,123 shares; 2026Q1: 184,439 shares 184,439 $16M 0.09% -59,684 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: 88,405 shares; 2024Q4: 107,042 shares; 2025Q1: 131,813 shares; 2025Q2: 134,607 shares; 2025Q3: 128,914 shares; 2025Q4: 173,077 shares; 2026Q1: 173,991 shares 173,991 $16M 0.09% +914 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 463,803 shares; 2024Q4: 420,552 shares; 2025Q1: 432,458 shares; 2025Q2: 416,649 shares; 2025Q3: 441,379 shares; 2025Q4: 639,888 shares; 2026Q1: 656,994 shares 656,994 $15.9M 0.09% +17,106 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: 27,542 shares; 2024Q4: 32,462 shares; 2025Q1: 33,461 shares; 2025Q2: 37,570 shares; 2025Q3: 38,050 shares; 2025Q4: 161,722 shares; 2026Q1: 152,033 shares 152,033 $15.9M 0.09% -9,689 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: 43,295 shares; 2024Q4: 41,103 shares; 2025Q1: 41,022 shares; 2025Q2: 43,920 shares; 2025Q3: 46,824 shares; 2025Q4: 46,058 shares; 2026Q1: 49,570 shares 49,570 $15.9M 0.09% +3,512 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: 454,814 shares; 2024Q4: 485,785 shares; 2025Q1: 363,000 shares; 2025Q2: 344,942 shares; 2025Q3: 317,765 shares; 2025Q4: 311,809 shares; 2026Q1: 347,757 shares 347,757 $15.9M 0.09% +35,948 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: 197,534 shares; 2024Q4: 192,776 shares; 2025Q1: 189,904 shares; 2025Q2: 199,200 shares; 2025Q3: 202,666 shares; 2025Q4: 204,985 shares; 2026Q1: 193,365 shares 193,365 $15.9M 0.09% -11,620 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,221 shares; 2024Q4: 14,144 shares; 2025Q1: 14,638 shares; 2025Q2: 14,137 shares; 2025Q3: 17,265 shares; 2025Q4: 304,355 shares; 2026Q1: 336,477 shares 336,477 $15.8M 0.09% +32,122 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,542 shares; 2024Q4: 155,233 shares; 2025Q1: 160,238 shares; 2025Q2: 163,919 shares; 2025Q3: 172,068 shares; 2025Q4: 173,919 shares; 2026Q1: 182,270 shares 182,270 $15.8M 0.09% +8,351 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: 47,179 shares; 2024Q4: 46,682 shares; 2025Q1: 38,923 shares; 2025Q2: 49,703 shares; 2025Q3: 54,909 shares; 2025Q4: 62,896 shares; 2026Q1: 62,339 shares 62,339 $15.6M 0.08% -557 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: 450,735 shares; 2024Q4: 425,908 shares; 2025Q1: 417,180 shares; 2025Q2: 404,354 shares; 2025Q3: 448,537 shares; 2025Q4: 395,355 shares; 2026Q1: 514,757 shares 514,757 $15.6M 0.08% +119,402 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: 140,667 shares; 2024Q4: 151,120 shares; 2025Q1: 151,834 shares; 2025Q2: 140,677 shares; 2025Q3: 134,618 shares; 2025Q4: 130,719 shares; 2026Q1: 141,316 shares 141,316 $15.4M 0.08% +10,597 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,617 shares; 2024Q4: 213,229 shares; 2025Q1: 441,571 shares; 2025Q2: 469,053 shares; 2025Q3: 499,625 shares; 2025Q4: 598,508 shares; 2026Q1: 607,561 shares 607,561 $15.3M 0.08% +9,053 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,638 shares; 2024Q4: 130,841 shares; 2025Q1: 149,382 shares; 2025Q2: 157,228 shares; 2025Q3: 151,559 shares; 2025Q4: 148,901 shares; 2026Q1: 163,873 shares 163,873 $15.2M 0.08% +14,972 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: 65,749 shares; 2024Q4: 63,992 shares; 2025Q1: 66,854 shares; 2025Q2: 74,718 shares; 2025Q3: 77,292 shares; 2025Q4: 77,477 shares; 2026Q1: 72,364 shares 72,364 $15.1M 0.08% -5,113 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 497,035 shares; 2025Q4: 579,046 shares; 2026Q1: 619,548 shares 619,548 $15.1M 0.08% +40,502 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,424 shares; 2024Q4: 87,798 shares; 2025Q1: 85,604 shares; 2025Q2: 84,109 shares; 2025Q3: 96,862 shares; 2025Q4: 86,660 shares; 2026Q1: 86,819 shares 86,819 $15.1M 0.08% +159 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,811 shares; 2024Q4: 162,061 shares; 2025Q1: 194,801 shares; 2025Q2: 262,716 shares; 2025Q3: 333,786 shares; 2025Q4: 610,256 shares; 2026Q1: 391,483 shares 391,483 $15M 0.08% -218,773 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: 39,351 shares; 2024Q4: 36,550 shares; 2025Q1: 36,357 shares; 2025Q2: 39,970 shares; 2025Q3: 42,419 shares; 2025Q4: 55,367 shares; 2026Q1: 53,721 shares 53,721 $15M 0.08% -1,646 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: 48,522 shares; 2024Q4: 49,620 shares; 2025Q1: 42,991 shares; 2025Q2: 42,895 shares; 2025Q3: 44,481 shares; 2025Q4: 47,480 shares; 2026Q1: 50,732 shares 50,732 $15M 0.08% +3,252 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: 62,741 shares; 2024Q4: 60,861 shares; 2025Q1: 61,408 shares; 2025Q2: 61,729 shares; 2025Q3: 79,536 shares; 2025Q4: 81,901 shares; 2026Q1: 156,807 shares 156,807 $15M 0.08% +74,906 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: 103,642 shares; 2024Q4: 103,484 shares; 2025Q1: 99,972 shares; 2025Q2: 98,730 shares; 2025Q3: 84,595 shares; 2025Q4: 82,784 shares; 2026Q1: 81,916 shares 81,916 $14.9M 0.08% -868 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: 164,640 shares; 2024Q4: 202,927 shares; 2025Q1: 194,149 shares; 2025Q2: 198,089 shares; 2025Q3: 303,638 shares; 2025Q4: 207,713 shares; 2026Q1: 253,057 shares 253,057 $14.9M 0.08% +45,344 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,776 shares; 2024Q4: 79,114 shares; 2025Q1: 79,047 shares; 2025Q2: 255,851 shares; 2025Q3: 278,936 shares; 2025Q4: 357,006 shares; 2026Q1: 475,851 shares 475,851 $14.8M 0.08% +118,845 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: 95,636 shares; 2024Q4: 108,250 shares; 2025Q1: 109,216 shares; 2025Q2: 114,706 shares; 2025Q3: 116,247 shares; 2025Q4: 117,970 shares; 2026Q1: 120,922 shares 120,922 $14.6M 0.08% +2,952 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: 154,057 shares; 2024Q4: 139,334 shares; 2025Q1: 145,999 shares; 2025Q2: 142,942 shares; 2025Q3: 131,971 shares; 2025Q4: 198,330 shares; 2026Q1: 194,479 shares 194,479 $14.6M 0.08% -3,851 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,142 shares; 2024Q4: 54,625 shares; 2025Q1: 48,854 shares; 2025Q2: 50,740 shares; 2025Q3: 60,567 shares; 2025Q4: 79,444 shares; 2026Q1: 79,198 shares 79,198 $14.6M 0.08% -246 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,285 shares; 2024Q4: 21,247 shares; 2025Q1: 21,610 shares; 2025Q2: 33,832 shares; 2025Q3: 46,026 shares; 2025Q4: 54,939 shares; 2026Q1: 53,854 shares 53,854 $14.6M 0.08% -1,085 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,507 shares; 2024Q4: 89,919 shares; 2025Q1: 85,024 shares; 2025Q2: 86,120 shares; 2025Q3: 79,622 shares; 2025Q4: 67,062 shares; 2026Q1: 55,958 shares 55,958 $14.6M 0.08% -11,104 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273,365 shares; 2024Q4: 294,889 shares; 2025Q1: 306,705 shares; 2025Q2: 307,663 shares; 2025Q3: 328,775 shares; 2025Q4: 546,466 shares; 2026Q1: 574,314 shares 574,314 $14.5M 0.08% +27,848 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: 42,780 shares; 2024Q4: 41,123 shares; 2025Q1: 42,115 shares; 2025Q2: 45,269 shares; 2025Q3: 47,013 shares; 2025Q4: 49,056 shares; 2026Q1: 47,883 shares 47,883 $14.5M 0.08% -1,173 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: 467,211 shares; 2024Q4: 486,818 shares; 2025Q1: 457,743 shares; 2025Q2: 443,195 shares; 2025Q3: 430,294 shares; 2025Q4: 429,735 shares; 2026Q1: 481,070 shares 481,070 $14.5M 0.08% +51,335 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: 239,642 shares; 2024Q4: 224,993 shares; 2025Q1: 217,420 shares; 2025Q2: 217,445 shares; 2025Q3: 222,312 shares; 2025Q4: 231,699 shares; 2026Q1: 235,413 shares 235,413 $14.4M 0.08% +3,714 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: 49,034 shares; 2024Q4: 49,626 shares; 2025Q1: 74,711 shares; 2025Q2: 86,839 shares; 2025Q3: 80,697 shares; 2025Q4: 74,790 shares; 2026Q1: 50,735 shares 50,735 $14.4M 0.08% -24,055 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: 181,843 shares; 2024Q4: 181,042 shares; 2025Q1: 152,782 shares; 2025Q2: 151,907 shares; 2025Q3: 166,198 shares; 2025Q4: 169,600 shares; 2026Q1: 165,715 shares 165,715 $14.4M 0.08% -3,885 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: 121,377 shares; 2024Q4: 118,463 shares; 2025Q1: 140,421 shares; 2025Q2: 145,900 shares; 2025Q3: 153,713 shares; 2025Q4: 152,840 shares; 2026Q1: 158,753 shares 158,753 $14.3M 0.08% +5,913 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: 192,436 shares; 2024Q4: 187,126 shares; 2025Q1: 184,590 shares; 2025Q2: 191,940 shares; 2025Q3: 189,076 shares; 2025Q4: 174,365 shares; 2026Q1: 199,236 shares 199,236 $14.3M 0.08% +24,871 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: 96,855 shares; 2024Q4: 99,317 shares; 2025Q1: 81,030 shares; 2025Q2: 68,856 shares; 2025Q3: 60,442 shares; 2025Q4: 61,981 shares; 2026Q1: 97,335 shares 97,335 $14.2M 0.08% +35,354 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: 30,634 shares; 2024Q4: 31,025 shares; 2025Q1: 30,388 shares; 2025Q2: 35,815 shares; 2025Q3: 33,155 shares; 2025Q4: 36,943 shares; 2026Q1: 41,145 shares 41,145 $14.2M 0.08% +4,202 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: 129,034 shares; 2024Q4: 121,255 shares; 2025Q1: 126,414 shares; 2025Q2: 130,901 shares; 2025Q3: 132,386 shares; 2025Q4: 137,630 shares; 2026Q1: 138,123 shares 138,123 $14.1M 0.08% +493 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: 336,174 shares; 2024Q4: 302,559 shares; 2025Q1: 385,737 shares; 2025Q2: 434,837 shares; 2025Q3: 452,466 shares; 2025Q4: 581,908 shares; 2026Q1: 305,075 shares 305,075 $14.1M 0.08% -276,833 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: 39,277 shares; 2024Q4: 33,053 shares; 2025Q1: 32,406 shares; 2025Q2: 33,236 shares; 2025Q3: 35,905 shares; 2025Q4: 35,178 shares; 2026Q1: 36,770 shares 36,770 $14.1M 0.08% +1,592 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205,769 shares; 2024Q4: 213,856 shares; 2025Q1: 216,590 shares; 2025Q2: 172,932 shares; 2025Q3: 170,592 shares; 2025Q4: 173,006 shares; 2026Q1: 157,322 shares 157,322 $14.1M 0.08% -15,684 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,063 shares; 2024Q4: 120,547 shares; 2025Q1: 116,747 shares; 2025Q2: 104,367 shares; 2025Q3: 110,736 shares; 2025Q4: 84,913 shares; 2026Q1: 167,089 shares 167,089 $14M 0.08% +82,176 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,123 shares; 2024Q4: 163,765 shares; 2025Q1: 166,405 shares; 2025Q2: 173,391 shares; 2025Q3: 184,293 shares; 2025Q4: 185,555 shares; 2026Q1: 192,340 shares 192,340 $13.9M 0.08% +6,785 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: 99,061 shares; 2024Q4: 96,359 shares; 2025Q1: 96,706 shares; 2025Q2: 91,819 shares; 2025Q3: 91,643 shares; 2025Q4: 91,591 shares; 2026Q1: 94,797 shares 94,797 $13.8M 0.07% +3,206 Timeline ISPY 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: 88,736 shares; 2024Q4: 96,139 shares; 2025Q1: 92,205 shares; 2025Q2: 88,107 shares; 2025Q3: 86,695 shares; 2025Q4: 311,920 shares; 2026Q1: 318,448 shares 318,448 $13.8M 0.07% +6,528 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: 93,276 shares; 2024Q4: 91,913 shares; 2025Q1: 76,964 shares; 2025Q2: 78,568 shares; 2025Q3: 91,723 shares; 2025Q4: 91,562 shares; 2026Q1: 90,326 shares 90,326 $13.8M 0.07% -1,236 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 420,865 shares 420,865 $13.8M 0.07% new Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,814 shares; 2024Q4: 53,680 shares; 2025Q1: 58,043 shares; 2025Q2: 54,614 shares; 2025Q3: 63,083 shares; 2025Q4: 65,560 shares; 2026Q1: 164,761 shares 164,761 $13.8M 0.07% +99,201 Timeline HYMB 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: 267,213 shares; 2024Q4: 248,532 shares; 2025Q1: 392,443 shares; 2025Q2: 105,756 shares; 2025Q3: 313,438 shares; 2025Q4: 338,864 shares; 2026Q1: 551,000 shares 551,000 $13.7M 0.07% +212,136 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: 250,742 shares; 2024Q4: 250,703 shares; 2025Q1: 251,521 shares; 2025Q2: 150,305 shares; 2025Q3: 148,194 shares; 2025Q4: 147,143 shares; 2026Q1: 141,006 shares 141,006 $13.6M 0.07% -6,137 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: 180,568 shares; 2024Q4: 227,081 shares; 2025Q1: 265,207 shares; 2025Q2: 234,754 shares; 2025Q3: 249,948 shares; 2025Q4: 137,970 shares; 2026Q1: 138,919 shares 138,919 $13.6M 0.07% +949 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: 76,732 shares; 2024Q4: 75,380 shares; 2025Q1: 74,211 shares; 2025Q2: 89,291 shares; 2025Q3: 94,172 shares; 2025Q4: 90,770 shares; 2026Q1: 85,337 shares 85,337 $13.4M 0.07% -5,433 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,588 shares; 2024Q4: 48,709 shares; 2025Q1: 86,613 shares; 2025Q2: 88,585 shares; 2025Q3: 67,461 shares; 2025Q4: 65,598 shares; 2026Q1: 63,090 shares 63,090 $13.3M 0.07% -2,508 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,783 shares; 2024Q4: 46,184 shares; 2025Q1: 33,391 shares; 2025Q2: 33,836 shares; 2025Q3: 33,974 shares; 2025Q4: 33,976 shares; 2026Q1: 36,690 shares 36,690 $13.3M 0.07% +2,714 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,789 shares; 2024Q4: 13,661 shares; 2025Q1: 15,222 shares; 2025Q2: 17,383 shares; 2025Q3: 29,959 shares; 2025Q4: 36,030 shares; 2026Q1: 33,365 shares 33,365 $13.3M 0.07% -2,665 Timeline AVTM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 282,376 shares 282,376 $13.3M 0.07% new 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: 34,686 shares; 2024Q4: 28,777 shares; 2025Q1: 35,076 shares; 2025Q2: 72,605 shares; 2025Q3: 64,347 shares; 2025Q4: 73,002 shares; 2026Q1: 121,354 shares 121,354 $13.1M 0.07% +48,352 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378,341 shares; 2024Q4: 317,772 shares; 2025Q1: 310,216 shares; 2025Q2: 327,881 shares; 2025Q3: 336,817 shares; 2025Q4: 262,979 shares; 2026Q1: 260,599 shares 260,599 $13.1M 0.07% -2,380 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,547 shares; 2024Q4: 69,397 shares; 2025Q1: 84,008 shares; 2025Q2: 93,737 shares; 2025Q3: 87,179 shares; 2025Q4: 90,720 shares; 2026Q1: 90,025 shares 90,025 $13.1M 0.07% -695 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: 225,864 shares; 2024Q4: 244,664 shares; 2025Q1: 245,465 shares; 2025Q2: 184,710 shares; 2025Q3: 186,493 shares; 2025Q4: 189,098 shares; 2026Q1: 182,049 shares 182,049 $13.1M 0.07% -7,049 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: 160,906 shares; 2024Q4: 167,819 shares; 2025Q1: 120,559 shares; 2025Q2: 129,069 shares; 2025Q3: 123,737 shares; 2025Q4: 121,598 shares; 2026Q1: 138,069 shares 138,069 $13M 0.07% +16,471 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,301 shares; 2024Q4: 55,100 shares; 2025Q1: 72,279 shares; 2025Q2: 96,707 shares; 2025Q3: 97,928 shares; 2025Q4: 96,496 shares; 2026Q1: 110,053 shares 110,053 $12.9M 0.07% +13,557 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,396 shares; 2024Q4: 228,966 shares; 2025Q1: 244,777 shares; 2025Q2: 282,808 shares; 2025Q3: 367,149 shares; 2025Q4: 474,328 shares; 2026Q1: 633,787 shares 633,787 $12.9M 0.07% +159,459 Timeline DTD 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: 4,259 shares; 2024Q4: 53,919 shares; 2025Q1: 58,414 shares; 2025Q2: 62,115 shares; 2025Q3: 65,177 shares; 2025Q4: 68,751 shares; 2026Q1: 149,793 shares 149,793 $12.9M 0.07% +81,042 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,034 shares; 2024Q4: 95,134 shares; 2025Q1: 92,004 shares; 2025Q2: 99,627 shares; 2025Q3: 103,789 shares; 2025Q4: 107,788 shares; 2026Q1: 111,726 shares 111,726 $12.9M 0.07% +3,938 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: 763,784 shares; 2024Q4: 684,406 shares; 2025Q1: 605,859 shares; 2025Q2: 577,469 shares; 2025Q3: 534,430 shares; 2025Q4: 395,267 shares; 2026Q1: 449,940 shares 449,940 $12.9M 0.07% +54,673 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,344 shares; 2025Q1: 17,379 shares; 2025Q2: 14,137 shares; 2025Q3: 11,838 shares; 2025Q4: 202,610 shares; 2026Q1: 253,200 shares 253,200 $12.8M 0.07% +50,590 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: 72,479 shares; 2024Q4: 70,716 shares; 2025Q1: 55,698 shares; 2025Q2: 61,794 shares; 2025Q3: 82,937 shares; 2025Q4: 86,421 shares; 2026Q1: 88,554 shares 88,554 $12.8M 0.07% +2,133 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,598 shares; 2024Q4: 28,382 shares; 2025Q1: 24,779 shares; 2025Q2: 25,096 shares; 2025Q3: 31,793 shares; 2025Q4: 30,657 shares; 2026Q1: 30,137 shares 30,137 $12.8M 0.07% -520 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,000 shares; 2024Q4: 126,746 shares; 2025Q1: 164,840 shares; 2025Q2: 197,048 shares; 2025Q3: 181,646 shares; 2025Q4: 185,007 shares; 2026Q1: 214,864 shares 214,864 $12.8M 0.07% +29,857 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,364 shares; 2024Q4: 49,506 shares; 2025Q1: 49,913 shares; 2025Q2: 56,110 shares; 2025Q3: 60,576 shares; 2025Q4: 62,985 shares; 2026Q1: 64,513 shares 64,513 $12.8M 0.07% +1,528 Timeline PRFZ 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: 36,315 shares; 2024Q4: 37,364 shares; 2025Q1: 38,423 shares; 2025Q2: 41,255 shares; 2025Q3: 295,982 shares; 2025Q4: 260,181 shares; 2026Q1: 278,140 shares 278,140 $12.8M 0.07% +17,959 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: 48,362 shares; 2024Q4: 101,742 shares; 2025Q1: 95,423 shares; 2025Q2: 102,167 shares; 2025Q3: 105,291 shares; 2025Q4: 106,401 shares; 2026Q1: 113,162 shares 113,162 $12.7M 0.07% +6,761 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,576 shares; 2024Q4: 23,862 shares; 2025Q1: 30,372 shares; 2025Q2: 37,222 shares; 2025Q3: 34,933 shares; 2025Q4: 32,853 shares; 2026Q1: 32,389 shares 32,389 $12.7M 0.07% -464 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: 78,476 shares; 2024Q4: 84,466 shares; 2025Q1: 79,491 shares; 2025Q2: 92,530 shares; 2025Q3: 96,304 shares; 2025Q4: 105,169 shares; 2026Q1: 98,811 shares 98,811 $12.7M 0.07% -6,358 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,805 shares; 2024Q4: 175,602 shares; 2025Q1: 172,886 shares; 2025Q2: 195,361 shares; 2025Q3: 194,853 shares; 2025Q4: 195,841 shares; 2026Q1: 203,949 shares 203,949 $12.6M 0.07% +8,108 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,612 shares; 2024Q4: 62,340 shares; 2025Q1: 87,635 shares; 2025Q2: 84,166 shares; 2025Q3: 114,438 shares; 2025Q4: 95,842 shares; 2026Q1: 105,011 shares 105,011 $12.4M 0.07% +9,169 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: 103,755 shares; 2024Q4: 76,552 shares; 2025Q1: 81,920 shares; 2025Q2: 85,080 shares; 2025Q3: 81,772 shares; 2025Q4: 84,001 shares; 2026Q1: 87,194 shares 87,194 $12.4M 0.07% +3,193 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: 82,155 shares; 2024Q4: 79,933 shares; 2025Q1: 55,136 shares; 2025Q2: 60,798 shares; 2025Q3: 65,955 shares; 2025Q4: 65,719 shares; 2026Q1: 65,257 shares 65,257 $12.4M 0.07% -462 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: 101,420 shares; 2024Q4: 100,957 shares; 2025Q1: 96,712 shares; 2025Q2: 102,480 shares; 2025Q3: 93,796 shares; 2025Q4: 93,986 shares; 2026Q1: 62,193 shares 62,193 $12.3M 0.07% -31,793 Timeline XLG 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: 102,848 shares; 2024Q4: 211,233 shares; 2025Q1: 542,511 shares; 2025Q2: 714,909 shares; 2025Q3: 1,041,163 shares; 2025Q4: 1,032,625 shares; 2026Q1: 225,383 shares 225,383 $12.3M 0.07% -807,242 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,029 shares; 2024Q4: 140,118 shares; 2025Q1: 37,433 shares; 2025Q2: 37,958 shares; 2025Q3: 53,977 shares; 2025Q4: 145,693 shares; 2026Q1: 148,567 shares 148,567 $12.2M 0.07% +2,874 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,981 shares; 2024Q4: 31,385 shares; 2025Q1: 30,934 shares; 2025Q2: 34,113 shares; 2025Q3: 28,559 shares; 2025Q4: 30,603 shares; 2026Q1: 29,073 shares 29,073 $12.1M 0.07% -1,530 Timeline SFLO 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: 528,515 shares; 2024Q4: 569,686 shares; 2025Q1: 424,340 shares; 2025Q2: 451,151 shares; 2025Q3: 451,913 shares; 2025Q4: 404,824 shares; 2026Q1: 399,203 shares 399,203 $12M 0.06% -5,621 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: 76,841 shares; 2024Q4: 76,425 shares; 2025Q1: 75,100 shares; 2025Q2: 83,496 shares; 2025Q3: 91,125 shares; 2025Q4: 107,220 shares; 2026Q1: 141,143 shares 141,143 $11.9M 0.06% +33,923 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: 330,703 shares; 2024Q4: 312,277 shares; 2025Q1: 159,377 shares; 2025Q2: 126,867 shares; 2025Q3: 124,423 shares; 2025Q4: 119,236 shares; 2026Q1: 159,966 shares 159,966 $11.9M 0.06% +40,730 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: 259,657 shares; 2024Q4: 275,647 shares; 2025Q1: 276,255 shares; 2025Q2: 208,213 shares; 2025Q3: 208,545 shares; 2025Q4: 212,587 shares; 2026Q1: 194,304 shares 194,304 $11.9M 0.06% -18,283 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,506 shares; 2024Q4: 30,760 shares; 2025Q1: 29,949 shares; 2025Q2: 27,971 shares; 2025Q3: 77,992 shares; 2025Q4: 112,478 shares; 2026Q1: 126,914 shares 126,914 $11.8M 0.06% +14,436 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,933 shares; 2024Q4: 18,065 shares; 2025Q1: 17,365 shares; 2025Q2: 16,607 shares; 2025Q3: 39,869 shares; 2025Q4: 45,009 shares; 2026Q1: 47,086 shares 47,086 $11.8M 0.06% +2,077 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: 319,819 shares; 2024Q4: 275,710 shares; 2025Q1: 264,866 shares; 2025Q2: 272,477 shares; 2025Q3: 280,622 shares; 2025Q4: 248,216 shares; 2026Q1: 204,561 shares 204,561 $11.8M 0.06% -43,655 Timeline BSCQ 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: 306,023 shares; 2024Q4: 378,165 shares; 2025Q1: 386,086 shares; 2025Q2: 410,746 shares; 2025Q3: 457,110 shares; 2025Q4: 541,465 shares; 2026Q1: 603,532 shares 603,532 $11.8M 0.06% +62,067 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 756 shares; 2025Q4: 849 shares; 2026Q1: 46,032 shares 46,032 $11.8M 0.06% +45,183 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: 120,111 shares; 2024Q4: 120,490 shares; 2025Q1: 108,234 shares; 2025Q2: 106,127 shares; 2025Q3: 88,755 shares; 2025Q4: 66,927 shares; 2026Q1: 81,239 shares 81,239 $11.7M 0.06% +14,312 Timeline BSCR 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: 276,288 shares; 2024Q4: 343,314 shares; 2025Q1: 353,629 shares; 2025Q2: 387,235 shares; 2025Q3: 449,067 shares; 2025Q4: 514,357 shares; 2026Q1: 591,655 shares 591,655 $11.6M 0.06% +77,298 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345,292 shares; 2024Q4: 343,155 shares; 2025Q1: 374,636 shares; 2025Q2: 400,986 shares; 2025Q3: 204,953 shares; 2025Q4: 213,498 shares; 2026Q1: 221,393 shares 221,393 $11.5M 0.06% +7,895 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272,560 shares; 2024Q4: 254,072 shares; 2025Q1: 183,885 shares; 2025Q2: 215,506 shares; 2025Q3: 223,996 shares; 2025Q4: 229,015 shares; 2026Q1: 207,807 shares 207,807 $11.5M 0.06% -21,208 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450,578 shares; 2024Q4: 468,075 shares; 2025Q1: 475,542 shares; 2025Q2: 513,281 shares; 2025Q3: 517,182 shares; 2025Q4: 413,733 shares; 2026Q1: 379,901 shares 379,901 $11.4M 0.06% -33,832 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 159,514 shares; 2025Q1: 153,234 shares; 2025Q2: 11,196 shares; 2025Q3: 246,392 shares; 2025Q4: 267,442 shares; 2026Q1: 252,292 shares 252,292 $11.4M 0.06% -15,150 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301,424 shares; 2024Q4: 327,722 shares; 2025Q1: 354,951 shares; 2025Q2: 331,549 shares; 2025Q3: 410,531 shares; 2025Q4: 432,042 shares; 2026Q1: 451,965 shares 451,965 $11.3M 0.06% +19,923 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: 50,096 shares; 2024Q4: 43,783 shares; 2025Q1: 44,565 shares; 2025Q2: 48,587 shares; 2025Q3: 68,858 shares; 2025Q4: 74,127 shares; 2026Q1: 74,171 shares 74,171 $11.2M 0.06% +44 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256,971 shares; 2024Q4: 262,609 shares; 2025Q1: 244,893 shares; 2025Q2: 245,482 shares; 2025Q3: 239,115 shares; 2025Q4: 243,163 shares; 2026Q1: 244,044 shares 244,044 $11.2M 0.06% +881 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: 18,754 shares; 2024Q4: 17,133 shares; 2025Q1: 16,054 shares; 2025Q2: 17,800 shares; 2025Q3: 19,739 shares; 2025Q4: 22,884 shares; 2026Q1: 25,821 shares 25,821 $11.2M 0.06% +2,937 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,474 shares; 2024Q4: 63,815 shares; 2025Q1: 60,657 shares; 2025Q2: 63,186 shares; 2025Q3: 66,589 shares; 2025Q4: 85,647 shares; 2026Q1: 114,920 shares 114,920 $11.1M 0.06% +29,273 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: 127,557 shares; 2024Q4: 125,889 shares; 2025Q1: 108,296 shares; 2025Q2: 91,166 shares; 2025Q3: 100,812 shares; 2025Q4: 141,756 shares; 2026Q1: 139,420 shares 139,420 $11.1M 0.06% -2,336 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,073 shares; 2024Q4: 94,759 shares; 2025Q1: 98,700 shares; 2025Q2: 102,188 shares; 2025Q3: 108,467 shares; 2025Q4: 126,550 shares; 2026Q1: 140,115 shares 140,115 $11M 0.06% +13,565 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: 46,247 shares; 2024Q4: 47,712 shares; 2025Q1: 46,595 shares; 2025Q2: 49,368 shares; 2025Q3: 44,642 shares; 2025Q4: 42,295 shares; 2026Q1: 38,193 shares 38,193 $11M 0.06% -4,102 Timeline JBBB 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: 58,277 shares; 2024Q4: 75,655 shares; 2025Q1: 79,375 shares; 2025Q2: 142,194 shares; 2025Q3: 184,751 shares; 2025Q4: 193,508 shares; 2026Q1: 234,762 shares 234,762 $10.9M 0.06% +41,254 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,568 shares; 2024Q4: 49,970 shares; 2025Q1: 49,415 shares; 2025Q2: 52,234 shares; 2025Q3: 54,590 shares; 2025Q4: 49,776 shares; 2026Q1: 55,873 shares 55,873 $10.9M 0.06% +6,097 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: 152,365 shares; 2024Q4: 162,496 shares; 2025Q1: 143,769 shares; 2025Q2: 172,915 shares; 2025Q3: 179,854 shares; 2025Q4: 184,441 shares; 2026Q1: 184,237 shares 184,237 $10.9M 0.06% -204 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: 190,714 shares; 2024Q4: 171,438 shares; 2025Q1: 181,083 shares; 2025Q2: 179,111 shares; 2025Q3: 175,662 shares; 2025Q4: 165,104 shares; 2026Q1: 110,733 shares 110,733 $10.8M 0.06% -54,371 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: 57,463 shares; 2024Q4: 61,744 shares; 2025Q1: 60,984 shares; 2025Q2: 62,055 shares; 2025Q3: 59,483 shares; 2025Q4: 61,457 shares; 2026Q1: 63,577 shares 63,577 $10.8M 0.06% +2,120 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,891 shares; 2024Q4: 257,797 shares; 2025Q1: 255,086 shares; 2025Q2: 253,095 shares; 2025Q3: 244,345 shares; 2025Q4: 238,111 shares; 2026Q1: 236,869 shares 236,869 $10.7M 0.06% -1,242 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: 36,602 shares; 2024Q4: 39,479 shares; 2025Q1: 34,290 shares; 2025Q2: 37,137 shares; 2025Q3: 85,526 shares; 2025Q4: 95,662 shares; 2026Q1: 100,659 shares 100,659 $10.7M 0.06% +4,997 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,176 shares; 2024Q4: 28,015 shares; 2025Q1: 25,146 shares; 2025Q2: 23,917 shares; 2025Q3: 19,803 shares; 2025Q4: 37,109 shares; 2026Q1: 39,251 shares 39,251 $10.7M 0.06% +2,142 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 443,442 shares; 2024Q4: 473,999 shares; 2025Q1: 297,078 shares; 2025Q2: 273,239 shares; 2025Q3: 299,478 shares; 2025Q4: 293,479 shares; 2026Q1: 221,148 shares 221,148 $10.7M 0.06% -72,331 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: 62,669 shares; 2024Q4: 64,363 shares; 2025Q1: 53,582 shares; 2025Q2: 53,854 shares; 2025Q3: 53,066 shares; 2025Q4: 71,496 shares; 2026Q1: 61,666 shares 61,666 $10.7M 0.06% -9,830 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,860 shares; 2024Q4: 50,099 shares; 2025Q1: 33,303 shares; 2025Q2: 37,626 shares; 2025Q3: 37,526 shares; 2025Q4: 37,555 shares; 2026Q1: 39,820 shares 39,820 $10.6M 0.06% +2,265 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,187 shares; 2024Q4: 37,113 shares; 2025Q1: 60,522 shares; 2025Q2: 58,501 shares; 2025Q3: 66,055 shares; 2025Q4: 77,621 shares; 2026Q1: 150,217 shares 150,217 $10.6M 0.06% +72,596 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: 45,305 shares; 2024Q4: 44,285 shares; 2025Q1: 45,321 shares; 2025Q2: 50,921 shares; 2025Q3: 53,420 shares; 2025Q4: 49,514 shares; 2026Q1: 60,932 shares 60,932 $10.5M 0.06% +11,418 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: 122,179 shares; 2024Q4: 96,277 shares; 2025Q1: 97,474 shares; 2025Q2: 92,033 shares; 2025Q3: 76,646 shares; 2025Q4: 77,867 shares; 2026Q1: 79,973 shares 79,973 $10.5M 0.06% +2,106 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: 68,542 shares; 2024Q4: 70,467 shares; 2025Q1: 70,676 shares; 2025Q2: 68,558 shares; 2025Q3: 100,146 shares; 2025Q4: 145,659 shares; 2026Q1: 155,344 shares 155,344 $10.4M 0.06% +9,685 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,569 shares; 2024Q4: 163,559 shares; 2025Q1: 160,412 shares; 2025Q2: 156,918 shares; 2025Q3: 158,426 shares; 2025Q4: 158,250 shares; 2026Q1: 159,480 shares 159,480 $10.4M 0.06% +1,230 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,104 shares; 2024Q4: 50,548 shares; 2025Q1: 47,128 shares; 2025Q2: 30,566 shares; 2025Q3: 29,621 shares; 2025Q4: 29,935 shares; 2026Q1: 254,590 shares 254,590 $10.4M 0.06% +224,655 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321,040 shares; 2024Q4: 406,107 shares; 2025Q1: 415,736 shares; 2025Q2: 574,681 shares; 2025Q3: 616,511 shares; 2025Q4: 624,306 shares; 2026Q1: 625,123 shares 625,123 $10.3M 0.06% +817 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,514 shares; 2024Q4: 81,450 shares; 2025Q1: 98,438 shares; 2025Q2: 140,448 shares; 2025Q3: 229,101 shares; 2025Q4: 304,745 shares; 2026Q1: 377,176 shares 377,176 $10.3M 0.06% +72,431 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: 105,181 shares; 2024Q4: 93,672 shares; 2025Q1: 95,761 shares; 2025Q2: 85,877 shares; 2025Q3: 108,106 shares; 2025Q4: 82,424 shares; 2026Q1: 91,365 shares 91,365 $10.1M 0.05% +8,941 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: 110,347 shares; 2024Q4: 102,593 shares; 2025Q1: 106,353 shares; 2025Q2: 108,439 shares; 2025Q3: 93,627 shares; 2025Q4: 80,322 shares; 2026Q1: 90,494 shares 90,494 $10.1M 0.05% +10,172 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: 18,703 shares; 2024Q4: 19,098 shares; 2025Q1: 20,782 shares; 2025Q2: 24,325 shares; 2025Q3: 24,178 shares; 2025Q4: 28,378 shares; 2026Q1: 28,275 shares 28,275 $10.1M 0.05% -103 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,876 shares; 2024Q4: 291,464 shares; 2025Q1: 279,303 shares; 2025Q2: 290,933 shares; 2025Q3: 280,740 shares; 2025Q4: 280,994 shares; 2026Q1: 276,266 shares 276,266 $10.1M 0.05% -4,728 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,377 shares; 2024Q4: 114,352 shares; 2025Q1: 109,048 shares; 2025Q2: 128,786 shares; 2025Q3: 132,394 shares; 2025Q4: 129,310 shares; 2026Q1: 154,713 shares 154,713 $10.1M 0.05% +25,403 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,218 shares; 2024Q4: 132,249 shares; 2025Q1: 117,039 shares; 2025Q2: 382,552 shares; 2025Q3: 404,368 shares; 2025Q4: 392,352 shares; 2026Q1: 417,981 shares 417,981 $10M 0.05% +25,629 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,299 shares; 2024Q4: 106,762 shares; 2025Q1: 70,638 shares; 2025Q2: 74,647 shares; 2025Q3: 133,830 shares; 2025Q4: 84,140 shares; 2026Q1: 84,736 shares 84,736 $9.97M 0.05% +596 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,335 shares; 2024Q4: 15,719 shares; 2025Q1: 21,936 shares; 2025Q2: 21,877 shares; 2025Q3: 22,860 shares; 2025Q4: 27,319 shares; 2026Q1: 39,938 shares 39,938 $9.94M 0.05% +12,619 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,595 shares; 2024Q4: 9,105 shares; 2025Q1: 8,297 shares; 2025Q2: 9,816 shares; 2025Q3: 257,006 shares; 2025Q4: 262,524 shares; 2026Q1: 227,221 shares 227,221 $9.82M 0.05% -35,303 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,412,425 shares; 2024Q4: 1,556,671 shares; 2025Q1: 1,634,175 shares; 2025Q2: 320,194 shares; 2025Q3: 316,033 shares; 2025Q4: 318,032 shares; 2026Q1: 292,215 shares 292,215 $9.81M 0.05% -25,817 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,054 shares; 2024Q4: 372,303 shares; 2025Q1: 385,566 shares; 2025Q2: 405,509 shares; 2025Q3: 406,713 shares; 2025Q4: 419,785 shares; 2026Q1: 427,655 shares 427,655 $9.8M 0.05% +7,870 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116,034 shares; 2026Q1: 170,240 shares 170,240 $9.7M 0.05% +54,206 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,985 shares; 2024Q4: 5,060 shares; 2025Q1: 6,197 shares; 2025Q2: 6,595 shares; 2025Q3: 21,644 shares; 2025Q4: 24,715 shares; 2026Q1: 25,491 shares 25,491 $9.68M 0.05% +776 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,303 shares; 2024Q4: 111,782 shares; 2025Q1: 113,462 shares; 2025Q2: 119,140 shares; 2025Q3: 114,493 shares; 2025Q4: 381,590 shares; 2026Q1: 429,045 shares 429,045 $9.62M 0.05% +47,455 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,359 shares; 2024Q4: 124,804 shares; 2025Q1: 123,256 shares; 2025Q2: 131,366 shares; 2025Q3: 136,871 shares; 2025Q4: 141,870 shares; 2026Q1: 143,297 shares 143,297 $9.6M 0.05% +1,427 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,588 shares; 2024Q4: 118,305 shares; 2025Q1: 123,197 shares; 2025Q2: 128,625 shares; 2025Q3: 149,981 shares; 2025Q4: 185,449 shares; 2026Q1: 243,587 shares 243,587 $9.57M 0.05% +58,138 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,465 shares; 2024Q4: 51,005 shares; 2025Q1: 53,243 shares; 2025Q2: 54,729 shares; 2025Q3: 49,704 shares; 2025Q4: 51,067 shares; 2026Q1: 31,393 shares 31,393 $9.55M 0.05% -19,674 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: 34,065 shares; 2024Q4: 34,982 shares; 2025Q1: 36,249 shares; 2025Q2: 38,146 shares; 2025Q3: 41,418 shares; 2025Q4: 41,928 shares; 2026Q1: 42,870 shares 42,870 $9.39M 0.05% +942 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,447 shares; 2024Q4: 96,430 shares; 2025Q1: 92,169 shares; 2025Q2: 117,176 shares; 2025Q3: 121,246 shares; 2025Q4: 126,690 shares; 2026Q1: 159,220 shares 159,220 $9.31M 0.05% +32,530 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 347,900 shares; 2024Q4: 371,080 shares; 2025Q1: 31,862 shares; 2025Q2: 64,107 shares; 2025Q3: 39,139 shares; 2025Q4: 91,379 shares; 2026Q1: 100,807 shares 100,807 $9.3M 0.05% +9,428 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: 87,959 shares; 2024Q4: 79,368 shares; 2025Q1: 79,641 shares; 2025Q2: 87,220 shares; 2025Q3: 88,763 shares; 2025Q4: 92,500 shares; 2026Q1: 84,739 shares 84,739 $9.29M 0.05% -7,761 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,127 shares; 2024Q4: 160,995 shares; 2025Q1: 157,463 shares; 2025Q2: 155,539 shares; 2025Q3: 162,123 shares; 2025Q4: 156,098 shares; 2026Q1: 153,541 shares 153,541 $9.18M 0.05% -2,557 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,301 shares; 2024Q4: 31,269 shares; 2025Q1: 30,135 shares; 2025Q2: 22,998 shares; 2025Q3: 22,390 shares; 2025Q4: 22,215 shares; 2026Q1: 21,366 shares 21,366 $9.07M 0.05% -849 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 261,474 shares; 2025Q4: 307,420 shares; 2026Q1: 367,298 shares 367,298 $9.05M 0.05% +59,878 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,345 shares; 2024Q4: 152,517 shares; 2025Q1: 241,708 shares; 2025Q2: 263,917 shares; 2025Q3: 251,850 shares; 2025Q4: 229,507 shares; 2026Q1: 228,152 shares 228,152 $9.05M 0.05% -1,355 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: 54,076 shares; 2024Q4: 48,427 shares; 2025Q1: 53,407 shares; 2025Q2: 135,183 shares; 2025Q3: 137,331 shares; 2025Q4: 120,626 shares; 2026Q1: 120,319 shares 120,319 $9.05M 0.05% -307 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,586 shares; 2024Q4: 86,980 shares; 2025Q1: 83,621 shares; 2025Q2: 79,791 shares; 2025Q3: 79,787 shares; 2025Q4: 78,991 shares; 2026Q1: 79,626 shares 79,626 $9.05M 0.05% +635 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,177 shares; 2024Q4: 19,259 shares; 2025Q1: 16,086 shares; 2025Q2: 47,429 shares; 2025Q3: 42,938 shares; 2025Q4: 54,108 shares; 2026Q1: 71,389 shares 71,389 $9.04M 0.05% +17,281 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: 285,693 shares; 2024Q4: 283,907 shares; 2025Q1: 235,127 shares; 2025Q2: 227,545 shares; 2025Q3: 225,830 shares; 2025Q4: 192,814 shares; 2026Q1: 191,794 shares 191,794 $9.02M 0.05% -1,020 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: 23,120 shares; 2024Q4: 22,443 shares; 2025Q1: 22,906 shares; 2025Q2: 27,002 shares; 2025Q3: 26,597 shares; 2025Q4: 28,423 shares; 2026Q1: 28,633 shares 28,633 $8.99M 0.05% +210 Timeline FLCO FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234,182 shares; 2024Q4: 255,416 shares; 2025Q1: 259,907 shares; 2025Q2: 237,129 shares; 2025Q3: 278,771 shares; 2025Q4: 380,169 shares; 2026Q1: 419,177 shares 419,177 $8.98M 0.05% +39,008 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,850 shares; 2024Q4: 118,846 shares; 2025Q1: 138,256 shares; 2025Q2: 173,594 shares; 2025Q3: 167,392 shares; 2025Q4: 171,668 shares; 2026Q1: 161,317 shares 161,317 $8.91M 0.05% -10,351 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,027 shares; 2024Q4: 71,493 shares; 2025Q1: 62,653 shares; 2025Q2: 94,143 shares; 2025Q3: 93,487 shares; 2025Q4: 89,727 shares; 2026Q1: 89,569 shares 89,569 $8.87M 0.05% -158 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,217 shares; 2024Q4: 23,924 shares; 2025Q1: 31,262 shares; 2025Q2: 40,200 shares; 2025Q3: 45,020 shares; 2025Q4: 50,891 shares; 2026Q1: 59,996 shares 59,996 $8.85M 0.05% +9,105 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: 292,889 shares; 2024Q4: 304,856 shares; 2025Q1: 300,376 shares; 2025Q2: 267,019 shares; 2025Q3: 213,848 shares; 2025Q4: 210,367 shares; 2026Q1: 239,948 shares 239,948 $8.82M 0.05% +29,581 Timeline FCPI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 175,858 shares; 2025Q3: 193,496 shares; 2025Q4: 193,951 shares; 2026Q1: 179,317 shares 179,317 $8.82M 0.05% -14,634 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: 294,697 shares; 2024Q4: 336,925 shares; 2025Q1: 326,740 shares; 2025Q2: 310,449 shares; 2025Q3: 368,775 shares; 2025Q4: 175,967 shares; 2026Q1: 187,266 shares 187,266 $8.79M 0.05% +11,299 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: 164,746 shares; 2024Q4: 100,842 shares; 2025Q1: 116,894 shares; 2025Q2: 126,566 shares; 2025Q3: 137,263 shares; 2025Q4: 148,261 shares; 2026Q1: 112,774 shares 112,774 $8.7M 0.05% -35,487 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,119 shares; 2024Q4: 89,437 shares; 2025Q1: 81,087 shares; 2025Q2: 162,930 shares; 2025Q3: 162,474 shares; 2025Q4: 166,322 shares; 2026Q1: 187,113 shares 187,113 $8.68M 0.05% +20,791 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,910 shares; 2025Q2: 197,793 shares; 2025Q3: 232,484 shares; 2025Q4: 214,799 shares; 2026Q1: 212,080 shares 212,080 $8.67M 0.05% -2,719 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: 65,130 shares; 2024Q4: 63,288 shares; 2025Q1: 64,674 shares; 2025Q2: 64,722 shares; 2025Q3: 68,226 shares; 2025Q4: 84,471 shares; 2026Q1: 85,576 shares 85,576 $8.61M 0.05% +1,105 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: 166,381 shares; 2024Q4: 172,846 shares; 2025Q1: 171,406 shares; 2025Q2: 187,591 shares; 2025Q3: 180,737 shares; 2025Q4: 194,945 shares; 2026Q1: 209,370 shares 209,370 $8.59M 0.05% +14,425 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,903 shares; 2024Q4: 278,775 shares; 2025Q1: 289,900 shares; 2025Q2: 333,255 shares; 2025Q3: 380,370 shares; 2025Q4: 416,240 shares; 2026Q1: 460,358 shares 460,358 $8.59M 0.05% +44,118 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,228 shares; 2024Q4: 26,836 shares; 2025Q1: 26,397 shares; 2025Q2: 29,615 shares; 2025Q3: 35,172 shares; 2025Q4: 30,138 shares; 2026Q1: 30,506 shares 30,506 $8.59M 0.05% +368 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: 88,182 shares; 2024Q4: 127,543 shares; 2025Q1: 107,343 shares; 2025Q2: 103,388 shares; 2025Q3: 104,466 shares; 2025Q4: 120,971 shares; 2026Q1: 150,850 shares 150,850 $8.57M 0.05% +29,879 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: 73,771 shares; 2024Q4: 75,444 shares; 2025Q1: 78,034 shares; 2025Q2: 76,991 shares; 2025Q3: 82,042 shares; 2025Q4: 171,946 shares; 2026Q1: 161,966 shares 161,966 $8.55M 0.05% -9,980 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: 17,714 shares; 2024Q4: 18,378 shares; 2025Q1: 18,298 shares; 2025Q2: 18,507 shares; 2025Q3: 9,451 shares; 2025Q4: 8,973 shares; 2026Q1: 8,683 shares 8,683 $8.51M 0.05% -290 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,812 shares; 2024Q4: 222,084 shares; 2025Q1: 218,510 shares; 2025Q2: 237,653 shares; 2025Q3: 182,780 shares; 2025Q4: 178,766 shares; 2026Q1: 208,473 shares 208,473 $8.45M 0.05% +29,707 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 415,137 shares; 2024Q4: 507,339 shares; 2025Q1: 514,741 shares; 2025Q2: 485,599 shares; 2025Q3: 526,414 shares; 2025Q4: 518,768 shares; 2026Q1: 729,732 shares 729,732 $8.42M 0.05% +210,964 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: 49,411 shares; 2024Q4: 49,461 shares; 2025Q1: 46,761 shares; 2025Q2: 48,935 shares; 2025Q3: 37,072 shares; 2025Q4: 36,826 shares; 2026Q1: 42,069 shares 42,069 $8.32M 0.04% +5,243 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,910 shares; 2024Q4: 176,843 shares; 2025Q1: 176,892 shares; 2025Q2: 183,480 shares; 2025Q3: 178,796 shares; 2025Q4: 173,508 shares; 2026Q1: 169,894 shares 169,894 $8.28M 0.04% -3,614 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,271 shares; 2024Q4: 104,633 shares; 2025Q1: 94,334 shares; 2025Q2: 96,892 shares; 2025Q3: 82,630 shares; 2025Q4: 79,370 shares; 2026Q1: 96,947 shares 96,947 $8.26M 0.04% +17,577 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: 21,390 shares; 2024Q4: 21,237 shares; 2025Q1: 26,637 shares; 2025Q2: 28,524 shares; 2025Q3: 33,951 shares; 2025Q4: 36,218 shares; 2026Q1: 32,080 shares 32,080 $8.26M 0.04% -4,138 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: 51,226 shares; 2024Q4: 42,665 shares; 2025Q1: 54,509 shares; 2025Q2: 53,639 shares; 2025Q3: 54,960 shares; 2025Q4: 57,517 shares; 2026Q1: 59,624 shares 59,624 $8.25M 0.04% +2,107 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,926 shares; 2024Q4: 124,667 shares; 2025Q1: 133,734 shares; 2025Q2: not reported; 2025Q3: 22,333 shares; 2025Q4: 344,445 shares; 2026Q1: 376,619 shares 376,619 $8.24M 0.04% +32,174 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: 113,896 shares; 2024Q4: 112,689 shares; 2025Q1: 111,164 shares; 2025Q2: 125,967 shares; 2025Q3: 129,169 shares; 2025Q4: 130,182 shares; 2026Q1: 131,413 shares 131,413 $8.24M 0.04% +1,231 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,483 shares; 2024Q4: 76,818 shares; 2025Q1: 78,370 shares; 2025Q2: 94,279 shares; 2025Q3: 124,184 shares; 2025Q4: 142,632 shares; 2026Q1: 174,829 shares 174,829 $8.23M 0.04% +32,197 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,358 shares; 2024Q4: 18,695 shares; 2025Q1: 86,062 shares; 2025Q2: 89,183 shares; 2025Q3: 90,844 shares; 2025Q4: 107,135 shares; 2026Q1: 118,262 shares 118,262 $8.19M 0.04% +11,127 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,065 shares; 2025Q3: 3,156 shares; 2025Q4: 6,147 shares; 2026Q1: 11,629 shares 11,629 $8.17M 0.04% +5,482 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: 175,166 shares; 2024Q4: 203,840 shares; 2025Q1: 196,312 shares; 2025Q2: 194,207 shares; 2025Q3: 211,548 shares; 2025Q4: 194,364 shares; 2026Q1: 151,111 shares 151,111 $8.17M 0.04% -43,253 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: 29,564 shares; 2024Q4: 27,004 shares; 2025Q1: 23,954 shares; 2025Q2: 23,660 shares; 2025Q3: 23,571 shares; 2025Q4: 23,967 shares; 2026Q1: 24,754 shares 24,754 $8.14M 0.04% +787 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,715 shares; 2024Q4: 31,977 shares; 2025Q1: 40,916 shares; 2025Q2: 49,657 shares; 2025Q3: 50,496 shares; 2025Q4: 48,772 shares; 2026Q1: 47,927 shares 47,927 $8.1M 0.04% -845 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: 3,288 shares; 2024Q4: 2,930 shares; 2025Q1: 2,895 shares; 2025Q2: 4,456 shares; 2025Q3: 5,550 shares; 2025Q4: 12,736 shares; 2026Q1: 14,364 shares 14,364 $8.07M 0.04% +1,628 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: 58,074 shares; 2024Q4: 56,732 shares; 2025Q1: 56,415 shares; 2025Q2: 55,321 shares; 2025Q3: 55,775 shares; 2025Q4: 55,142 shares; 2026Q1: 54,863 shares 54,863 $8M 0.04% -279 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: 45,366 shares; 2024Q4: 51,881 shares; 2025Q1: 52,141 shares; 2025Q2: 34,749 shares; 2025Q3: 48,327 shares; 2025Q4: 51,122 shares; 2026Q1: 58,458 shares 58,458 $7.93M 0.04% +7,336 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,956 shares; 2024Q4: 121,793 shares; 2025Q1: 116,898 shares; 2025Q2: 116,834 shares; 2025Q3: 112,341 shares; 2025Q4: 112,794 shares; 2026Q1: 116,686 shares 116,686 $7.93M 0.04% +3,892 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,073 shares; 2024Q4: 146,783 shares; 2025Q1: 128,843 shares; 2025Q2: 135,674 shares; 2025Q3: 145,895 shares; 2025Q4: 153,478 shares; 2026Q1: 159,902 shares 159,902 $7.91M 0.04% +6,424 Timeline EZU 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: 142,032 shares; 2024Q4: 135,504 shares; 2025Q1: 99,014 shares; 2025Q2: 114,618 shares; 2025Q3: 119,701 shares; 2025Q4: 125,502 shares; 2026Q1: 125,857 shares 125,857 $7.88M 0.04% +355 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,796 shares; 2024Q4: 133,735 shares; 2025Q1: 69,409 shares; 2025Q2: 79,514 shares; 2025Q3: 72,951 shares; 2025Q4: 73,317 shares; 2026Q1: 108,072 shares 108,072 $7.82M 0.04% +34,755 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 106,495 shares; 2025Q3: 145,095 shares; 2025Q4: 136,715 shares; 2026Q1: 154,476 shares 154,476 $7.79M 0.04% +17,761 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,204 shares; 2024Q4: 62,763 shares; 2025Q1: 52,642 shares; 2025Q2: 51,873 shares; 2025Q3: 57,648 shares; 2025Q4: 55,981 shares; 2026Q1: 55,111 shares 55,111 $7.79M 0.04% -870 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,971 shares; 2024Q4: 58,591 shares; 2025Q1: 54,920 shares; 2025Q2: 114,574 shares; 2025Q3: 117,506 shares; 2025Q4: 117,608 shares; 2026Q1: 159,110 shares 159,110 $7.79M 0.04% +41,502 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: 141,682 shares; 2024Q4: 166,356 shares; 2025Q1: 128,085 shares; 2025Q2: 124,110 shares; 2025Q3: 153,142 shares; 2025Q4: 184,231 shares; 2026Q1: 147,693 shares 147,693 $7.77M 0.04% -36,538 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: 58,499 shares; 2024Q4: 35,838 shares; 2025Q1: 33,589 shares; 2025Q2: 26,332 shares; 2025Q3: 25,150 shares; 2025Q4: 39,769 shares; 2026Q1: 45,881 shares 45,881 $7.75M 0.04% +6,112 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 376,413 shares; 2024Q4: 367,704 shares; 2025Q1: 130,238 shares; 2025Q2: 174,010 shares; 2025Q3: 179,242 shares; 2025Q4: 175,118 shares; 2026Q1: 176,872 shares 176,872 $7.71M 0.04% +1,754 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,888 shares; 2024Q4: 26,801 shares; 2025Q1: 13,691 shares; 2025Q2: 38,125 shares; 2025Q3: 51,788 shares; 2025Q4: 55,891 shares; 2026Q1: 83,441 shares 83,441 $7.68M 0.04% +27,550 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 845,242 shares; 2024Q4: 900,338 shares; 2025Q1: not reported; 2025Q2: 160,093 shares; 2025Q3: 200,144 shares; 2025Q4: 212,844 shares; 2026Q1: 226,986 shares 226,986 $7.66M 0.04% +14,142 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: 34,549 shares; 2024Q4: 37,808 shares; 2025Q1: 33,985 shares; 2025Q2: 38,722 shares; 2025Q3: 41,002 shares; 2025Q4: 39,146 shares; 2026Q1: 40,389 shares 40,389 $7.66M 0.04% +1,243 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: 115,726 shares; 2024Q4: 145,480 shares; 2025Q1: 147,106 shares; 2025Q2: 114,741 shares; 2025Q3: 143,728 shares; 2025Q4: 140,623 shares; 2026Q1: 151,261 shares 151,261 $7.66M 0.04% +10,638 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,726 shares; 2024Q4: 85,449 shares; 2025Q1: 81,616 shares; 2025Q2: 99,306 shares; 2025Q3: 78,812 shares; 2025Q4: 82,773 shares; 2026Q1: 82,733 shares 82,733 $7.62M 0.04% -40 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,532 shares; 2024Q4: 167,151 shares; 2025Q1: 207,259 shares; 2025Q2: 234,625 shares; 2025Q3: 163,222 shares; 2025Q4: 185,310 shares; 2026Q1: 206,293 shares 206,293 $7.6M 0.04% +20,983 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,331 shares; 2024Q4: 201,192 shares; 2025Q1: 207,272 shares; 2025Q2: 223,092 shares; 2025Q3: 382,142 shares; 2025Q4: 422,221 shares; 2026Q1: 453,873 shares 453,873 $7.59M 0.04% +31,652 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: 51,044 shares; 2024Q4: 59,982 shares; 2025Q1: 56,131 shares; 2025Q2: 46,634 shares; 2025Q3: 34,477 shares; 2025Q4: 33,768 shares; 2026Q1: 30,947 shares 30,947 $7.52M 0.04% -2,821 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: 10,268 shares; 2024Q4: 10,336 shares; 2025Q1: 10,453 shares; 2025Q2: 10,763 shares; 2025Q3: 9,077 shares; 2025Q4: 11,015 shares; 2026Q1: 12,193 shares 12,193 $7.52M 0.04% +1,178 Timeline JULU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 388,375 shares; 2024Q4: 388,375 shares; 2025Q1: 379,310 shares; 2025Q2: 377,566 shares; 2025Q3: 375,782 shares; 2025Q4: 375,782 shares; 2026Q1: 263,333 shares 263,333 $7.52M 0.04% -112,449 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,685 shares; 2024Q4: 3,973 shares; 2025Q1: 3,847 shares; 2025Q2: 5,070 shares; 2025Q3: 5,089 shares; 2025Q4: 13,603 shares; 2026Q1: 14,312 shares 14,312 $7.48M 0.04% +709 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: 86,297 shares; 2024Q4: 87,063 shares; 2025Q1: 88,951 shares; 2025Q2: 126,778 shares; 2025Q3: 104,049 shares; 2025Q4: 99,557 shares; 2026Q1: 90,453 shares 90,453 $7.47M 0.04% -9,104 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,778 shares; 2024Q4: 9,773 shares; 2025Q1: 7,534 shares; 2025Q2: 8,129 shares; 2025Q3: 7,839 shares; 2025Q4: 10,123 shares; 2026Q1: 10,089 shares 10,089 $7.45M 0.04% -34 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,251 shares; 2024Q4: 34,074 shares; 2025Q1: 38,316 shares; 2025Q2: 19,636 shares; 2025Q3: 23,307 shares; 2025Q4: 22,680 shares; 2026Q1: 22,773 shares 22,773 $7.45M 0.04% +93 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,026 shares; 2024Q4: 123,709 shares; 2025Q1: 166,951 shares; 2025Q2: 188,541 shares; 2025Q3: 160,944 shares; 2025Q4: 140,518 shares; 2026Q1: 92,422 shares 92,422 $7.4M 0.04% -48,096 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,946 shares; 2024Q4: 83,754 shares; 2025Q1: 45,507 shares; 2025Q2: 42,348 shares; 2025Q3: 120,867 shares; 2025Q4: 121,131 shares; 2026Q1: 129,377 shares 129,377 $7.36M 0.04% +8,246 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,438 shares; 2024Q4: 156,600 shares; 2025Q1: 150,749 shares; 2025Q2: 153,756 shares; 2025Q3: 155,777 shares; 2025Q4: 159,130 shares; 2026Q1: 156,745 shares 156,745 $7.27M 0.04% -2,385 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 961,084 shares; 2024Q4: 927,528 shares; 2025Q1: 677,977 shares; 2025Q2: 821,564 shares; 2025Q3: 627,322 shares; 2025Q4: 632,017 shares; 2026Q1: 713,670 shares 713,670 $7.27M 0.04% +81,653 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,480 shares; 2024Q4: 49,335 shares; 2025Q1: 42,745 shares; 2025Q2: 44,534 shares; 2025Q3: 52,520 shares; 2025Q4: 54,605 shares; 2026Q1: 61,023 shares 61,023 $7.24M 0.04% +6,418 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: 50,615 shares; 2024Q4: 61,813 shares; 2025Q1: 60,775 shares; 2025Q2: 76,725 shares; 2025Q3: 75,759 shares; 2025Q4: 82,588 shares; 2026Q1: 85,066 shares 85,066 $7.22M 0.04% +2,478 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: 59,025 shares; 2024Q4: 45,759 shares; 2025Q1: 55,124 shares; 2025Q2: 44,275 shares; 2025Q3: 44,680 shares; 2025Q4: 75,603 shares; 2026Q1: 57,310 shares 57,310 $7.19M 0.04% -18,293 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: 22,824 shares; 2024Q4: 22,595 shares; 2025Q1: 9,906 shares; 2025Q2: 9,043 shares; 2025Q3: 9,649 shares; 2025Q4: 10,459 shares; 2026Q1: 9,806 shares 9,806 $7.14M 0.04% -653 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: 136,462 shares; 2024Q4: 131,085 shares; 2025Q1: 86,667 shares; 2025Q2: 103,619 shares; 2025Q3: 103,726 shares; 2025Q4: 100,883 shares; 2026Q1: 100,658 shares 100,658 $7.12M 0.04% -225 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,459 shares; 2024Q4: 67,886 shares; 2025Q1: 67,689 shares; 2025Q2: 224,032 shares; 2025Q3: 233,922 shares; 2025Q4: 212,258 shares; 2026Q1: 177,048 shares 177,048 $7.11M 0.04% -35,210 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,273 shares; 2024Q4: 13,680 shares; 2025Q1: 12,462 shares; 2025Q2: 14,736 shares; 2025Q3: 14,021 shares; 2025Q4: 14,853 shares; 2026Q1: 15,009 shares 15,009 $7.1M 0.04% +156 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,845 shares; 2024Q4: 19,186 shares; 2025Q1: 23,447 shares; 2025Q2: 34,813 shares; 2025Q3: 55,158 shares; 2025Q4: 122,282 shares; 2026Q1: 190,617 shares 190,617 $7.02M 0.04% +68,335 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,279 shares; 2024Q4: 21,295 shares; 2025Q1: 24,230 shares; 2025Q2: 26,412 shares; 2025Q3: 33,604 shares; 2025Q4: 47,577 shares; 2026Q1: 118,559 shares 118,559 $7M 0.04% +70,982 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: 33,596 shares; 2024Q4: 34,506 shares; 2025Q1: 26,475 shares; 2025Q2: 27,896 shares; 2025Q3: 27,379 shares; 2025Q4: 25,399 shares; 2026Q1: 26,288 shares 26,288 $6.99M 0.04% +889 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,713 shares; 2024Q4: 102,197 shares; 2025Q1: 75,315 shares; 2025Q2: 75,033 shares; 2025Q3: 74,102 shares; 2025Q4: 77,075 shares; 2026Q1: 83,529 shares 83,529 $6.99M 0.04% +6,454 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,737 shares; 2025Q1: 64,387 shares; 2025Q2: 164,752 shares; 2025Q3: 244,027 shares; 2025Q4: 284,551 shares; 2026Q1: 291,705 shares 291,705 $6.96M 0.04% +7,154 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,979 shares; 2024Q4: 195,306 shares; 2025Q1: 199,561 shares; 2025Q2: 185,367 shares; 2025Q3: 226,654 shares; 2025Q4: 271,330 shares; 2026Q1: 181,814 shares 181,814 $6.96M 0.04% -89,516 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: 180,310 shares; 2024Q4: 218,062 shares; 2025Q1: 210,705 shares; 2025Q2: 214,456 shares; 2025Q3: 232,991 shares; 2025Q4: 220,671 shares; 2026Q1: 136,414 shares 136,414 $6.93M 0.04% -84,257 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: 41,462 shares; 2024Q4: 38,790 shares; 2025Q1: 39,275 shares; 2025Q2: 48,644 shares; 2025Q3: 57,961 shares; 2025Q4: 70,604 shares; 2026Q1: 62,722 shares 62,722 $6.92M 0.04% -7,882 Timeline GFF GRIFFON CORP More: the full row for GRIFFON 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: 16,934 shares; 2025Q3: 11,043 shares; 2025Q4: 91,341 shares; 2026Q1: 93,863 shares 93,863 $6.82M 0.04% +2,522 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: 22,695 shares; 2024Q4: 22,589 shares; 2025Q1: 21,984 shares; 2025Q2: 21,602 shares; 2025Q3: 56,980 shares; 2025Q4: 62,912 shares; 2026Q1: 31,180 shares 31,180 $6.82M 0.04% -31,732 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: 98,542 shares; 2024Q4: 94,085 shares; 2025Q1: 86,058 shares; 2025Q2: 109,594 shares; 2025Q3: 131,453 shares; 2025Q4: 153,737 shares; 2026Q1: 136,530 shares 136,530 $6.76M 0.04% -17,207 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: 230,859 shares; 2024Q4: 229,145 shares; 2025Q1: 222,527 shares; 2025Q2: 209,705 shares; 2025Q3: 215,624 shares; 2025Q4: 211,226 shares; 2026Q1: 142,262 shares 142,262 $6.67M 0.04% -68,964 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: 23,515 shares; 2024Q4: 22,822 shares; 2025Q1: 23,869 shares; 2025Q2: 22,735 shares; 2025Q3: 22,906 shares; 2025Q4: 22,449 shares; 2026Q1: 22,254 shares 22,254 $6.65M 0.04% -195 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,133 shares; 2024Q4: 12,110 shares; 2025Q1: 11,825 shares; 2025Q2: 17,686 shares; 2025Q3: 31,313 shares; 2025Q4: 35,564 shares; 2026Q1: 32,212 shares 32,212 $6.65M 0.04% -3,352 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,116 shares; 2024Q4: 2,415 shares; 2025Q1: 2,542 shares; 2025Q2: 4,610 shares; 2025Q3: 5,710 shares; 2025Q4: 14,457 shares; 2026Q1: 25,806 shares 25,806 $6.55M 0.04% +11,349 Timeline JTEK 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: 2,815 shares; 2024Q4: 2,815 shares; 2025Q1: 11,246 shares; 2025Q2: 11,953 shares; 2025Q3: 32,892 shares; 2025Q4: 82,885 shares; 2026Q1: 82,293 shares 82,293 $6.55M 0.04% -592 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: 63,881 shares; 2024Q4: 59,927 shares; 2025Q1: 59,981 shares; 2025Q2: 60,568 shares; 2025Q3: 57,788 shares; 2025Q4: 62,376 shares; 2026Q1: 95,361 shares 95,361 $6.53M 0.04% +32,985 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,185 shares; 2024Q4: 113,322 shares; 2025Q1: 111,814 shares; 2025Q2: 118,688 shares; 2025Q3: 137,448 shares; 2025Q4: 118,123 shares; 2026Q1: 123,057 shares 123,057 $6.5M 0.04% +4,934 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: 39,783 shares; 2024Q4: 39,476 shares; 2025Q1: 27,260 shares; 2025Q2: 30,863 shares; 2025Q3: 24,592 shares; 2025Q4: 23,324 shares; 2026Q1: 34,533 shares 34,533 $6.44M 0.03% +11,209 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: not reported; 2025Q2: 9,132 shares; 2025Q3: 15,132 shares; 2025Q4: 10,900 shares; 2026Q1: 193,471 shares 193,471 $6.43M 0.03% +182,571 Timeline XSMO 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: 25,694 shares; 2024Q4: 30,951 shares; 2025Q1: 59,582 shares; 2025Q2: 72,195 shares; 2025Q3: 88,589 shares; 2025Q4: 92,374 shares; 2026Q1: 84,643 shares 84,643 $6.43M 0.03% -7,731 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,144 shares; 2024Q4: 189,771 shares; 2025Q1: 185,329 shares; 2025Q2: 154,942 shares; 2025Q3: 213,527 shares; 2025Q4: 211,601 shares; 2026Q1: 265,827 shares 265,827 $6.41M 0.03% +54,226 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,771 shares; 2024Q4: 114,942 shares; 2025Q1: 59,672 shares; 2025Q2: 47,927 shares; 2025Q3: 58,380 shares; 2025Q4: 55,864 shares; 2026Q1: 46,613 shares 46,613 $6.4M 0.03% -9,251 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,965 shares; 2024Q4: 2,839 shares; 2025Q1: 1,983 shares; 2025Q2: 2,499 shares; 2025Q3: 2,963 shares; 2025Q4: 5,791 shares; 2026Q1: 4,629 shares 4,629 $6.38M 0.03% -1,162 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: 13,211 shares; 2024Q4: 12,932 shares; 2025Q1: 12,803 shares; 2025Q2: 13,791 shares; 2025Q3: 16,899 shares; 2025Q4: 16,928 shares; 2026Q1: 17,747 shares 17,747 $6.37M 0.03% +819 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 26,206 shares; 2025Q3: 111,621 shares; 2025Q4: 191,718 shares; 2026Q1: 242,089 shares 242,089 $6.36M 0.03% +50,371 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,770 shares; 2025Q3: 92,584 shares; 2025Q4: 191,450 shares; 2026Q1: 117,992 shares 117,992 $6.34M 0.03% -73,458 Timeline GSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,628 shares; 2025Q1: 84,701 shares; 2025Q2: 59,101 shares; 2025Q3: 85,172 shares; 2025Q4: 88,147 shares; 2026Q1: 116,032 shares 116,032 $6.34M 0.03% +27,885 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: 123,994 shares; 2024Q4: 122,282 shares; 2025Q1: 179,995 shares; 2025Q2: 194,111 shares; 2025Q3: 225,463 shares; 2025Q4: 171,948 shares; 2026Q1: 231,829 shares 231,829 $6.33M 0.03% +59,881 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,037 shares; 2024Q4: 17,012 shares; 2025Q1: 20,343 shares; 2025Q2: 19,486 shares; 2025Q3: 17,108 shares; 2025Q4: 16,672 shares; 2026Q1: 15,515 shares 15,515 $6.33M 0.03% -1,157 Timeline RFV 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: 38,936 shares; 2024Q4: 39,050 shares; 2025Q1: 39,109 shares; 2025Q2: 40,470 shares; 2025Q3: 48,305 shares; 2025Q4: 49,694 shares; 2026Q1: 48,385 shares 48,385 $6.29M 0.03% -1,309 Timeline JPME 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: 44,952 shares; 2024Q4: 45,578 shares; 2025Q1: 45,463 shares; 2025Q2: 45,824 shares; 2025Q3: 67,014 shares; 2025Q4: 69,363 shares; 2026Q1: 54,638 shares 54,638 $6.26M 0.03% -14,725 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: 53,968 shares; 2024Q4: 53,985 shares; 2025Q1: 54,247 shares; 2025Q2: 58,960 shares; 2025Q3: 61,457 shares; 2025Q4: 91,429 shares; 2026Q1: 65,813 shares 65,813 $6.17M 0.03% -25,616 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: 105,271 shares; 2024Q4: 106,189 shares; 2025Q1: 71,882 shares; 2025Q2: 70,136 shares; 2025Q3: 66,111 shares; 2025Q4: 48,009 shares; 2026Q1: 51,818 shares 51,818 $6.13M 0.03% +3,809 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,159 shares; 2024Q4: 19,172 shares; 2025Q1: 22,881 shares; 2025Q2: 170,176 shares; 2025Q3: 201,646 shares; 2025Q4: 157,889 shares; 2026Q1: 212,754 shares 212,754 $6.1M 0.03% +54,865 Timeline