VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,982,032 shares; 2024Q4: 3,208,919 shares; 2025Q1: 3,458,636 shares; 2025Q2: 3,555,236 shares; 2025Q3: 3,647,344 shares; 2025Q4: 3,715,482 shares; 2026Q1: 3,787,743 shares 3,787,743 $1.22B 6.81% +72,261 Timeline SFGV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,619,549 shares; 2025Q2: 33,727,130 shares; 2025Q3: 32,130,783 shares; 2025Q4: 31,787,963 shares; 2026Q1: 31,830,127 shares 31,830,127 $1.04B 5.86% +42,164 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,912,672 shares; 2024Q4: 4,119,380 shares; 2025Q1: 5,051,836 shares; 2025Q2: 5,549,414 shares; 2025Q3: 5,840,747 shares; 2025Q4: 5,815,625 shares; 2026Q1: 6,049,116 shares 6,049,116 $524M 2.94% +233,491 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,337,633 shares; 2024Q4: 1,451,595 shares; 2025Q1: 1,516,003 shares; 2025Q2: 1,592,873 shares; 2025Q3: 1,667,078 shares; 2025Q4: 1,994,220 shares; 2026Q1: 1,940,490 shares 1,940,490 $492M 2.76% -53,730 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,097,588 shares; 2024Q4: 2,150,204 shares; 2025Q1: 2,244,064 shares; 2025Q2: 2,393,538 shares; 2025Q3: 2,455,031 shares; 2025Q4: 2,627,032 shares; 2026Q1: 2,679,934 shares 2,679,934 $467M 2.62% +52,902 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: 3,316,670 shares; 2024Q4: 3,272,006 shares; 2025Q1: 3,247,550 shares; 2025Q2: 3,283,557 shares; 2025Q3: 3,180,226 shares; 2025Q4: 3,545,177 shares; 2026Q1: 3,481,927 shares 3,481,927 $382M 2.14% -63,250 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,261,045 shares; 2025Q2: 5,403,637 shares; 2025Q3: 5,744,635 shares; 2025Q4: 5,752,460 shares; 2026Q1: 5,923,843 shares 5,923,843 $343M 1.92% +171,383 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,822,146 shares; 2024Q4: 4,944,490 shares; 2025Q1: 5,627,695 shares; 2025Q2: 6,662,285 shares; 2025Q3: 7,007,237 shares; 2025Q4: 7,125,424 shares; 2026Q1: 7,379,642 shares 7,379,642 $333M 1.87% +254,218 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: 624,875 shares; 2024Q4: 620,356 shares; 2025Q1: 682,974 shares; 2025Q2: 728,783 shares; 2025Q3: 769,950 shares; 2025Q4: 852,389 shares; 2026Q1: 832,793 shares 832,793 $308M 1.73% -19,596 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,637,431 shares; 2024Q4: 1,781,776 shares; 2025Q1: 2,159,182 shares; 2025Q2: 2,695,517 shares; 2025Q3: 4,609,570 shares; 2025Q4: 5,592,163 shares; 2026Q1: 6,383,524 shares 6,383,524 $294M 1.65% +791,361 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: 5,041 shares; 2024Q4: 211,114 shares; 2025Q1: 3,176,770 shares; 2025Q2: 3,154,064 shares; 2025Q3: 3,312,431 shares; 2025Q4: 3,449,814 shares; 2026Q1: 3,675,562 shares 3,675,562 $291M 1.63% +225,748 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: 2,583,787 shares; 2024Q4: 2,986,289 shares; 2025Q1: 3,556,648 shares; 2025Q2: 4,528,515 shares; 2025Q3: 7,627,847 shares; 2025Q4: 9,459,806 shares; 2026Q1: 10,994,877 shares 10,994,877 $288M 1.62% +1,535,071 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,383,547 shares; 2024Q4: 1,508,807 shares; 2025Q1: 1,805,801 shares; 2025Q2: 2,256,451 shares; 2025Q3: 3,788,082 shares; 2025Q4: 4,686,138 shares; 2026Q1: 5,443,735 shares 5,443,735 $283M 1.59% +757,597 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: 3,952 shares; 2024Q4: 323,777 shares; 2025Q1: 2,558,043 shares; 2025Q2: 2,532,898 shares; 2025Q3: 2,741,955 shares; 2025Q4: 2,928,028 shares; 2026Q1: 3,378,481 shares 3,378,481 $265M 1.49% +450,453 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100,273 shares; 2024Q4: 938,250 shares; 2025Q1: 1,068,948 shares; 2025Q2: 1,111,807 shares; 2025Q3: 1,158,785 shares; 2025Q4: 1,118,435 shares; 2026Q1: 1,118,723 shares 1,118,723 $233M 1.31% +288 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: 525,718 shares; 2024Q4: 540,093 shares; 2025Q1: 553,827 shares; 2025Q2: 594,959 shares; 2025Q3: 605,962 shares; 2025Q4: 637,767 shares; 2026Q1: 753,267 shares 753,267 $216M 1.21% +115,500 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: 1,023,495 shares; 2024Q4: 1,312,902 shares; 2025Q1: 1,577,162 shares; 2025Q2: 1,674,873 shares; 2025Q3: 1,704,780 shares; 2025Q4: 1,766,391 shares; 2026Q1: 1,977,019 shares 1,977,019 $210M 1.18% +210,628 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: 464,274 shares; 2024Q4: 459,960 shares; 2025Q1: 447,351 shares; 2025Q2: 478,370 shares; 2025Q3: 483,951 shares; 2025Q4: 473,242 shares; 2026Q1: 469,208 shares 469,208 $202M 1.13% -4,034 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: 515,245 shares; 2024Q4: 549,969 shares; 2025Q1: 557,603 shares; 2025Q2: 614,611 shares; 2025Q3: 626,802 shares; 2025Q4: 633,547 shares; 2026Q1: 640,160 shares 640,160 $198M 1.11% +6,613 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 724,560 shares; 2024Q4: 359,058 shares; 2025Q1: 350,230 shares; 2025Q2: 332,120 shares; 2025Q3: 3,762,326 shares; 2025Q4: 4,141,709 shares; 2026Q1: 4,234,788 shares 4,234,788 $189M 1.06% +93,079 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,186,364 shares; 2024Q4: 1,472,650 shares; 2025Q1: 4,207,753 shares; 2025Q2: 4,632,242 shares; 2025Q3: 4,887,858 shares; 2025Q4: 4,967,176 shares; 2026Q1: 5,345,392 shares 5,345,392 $185M 1.04% +378,216 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 349,352 shares; 2024Q4: 364,769 shares; 2025Q1: 4,319,252 shares; 2025Q2: 4,384,277 shares; 2025Q3: 4,879,012 shares; 2025Q4: 4,880,486 shares; 2026Q1: 5,283,468 shares 5,283,468 $170M 0.95% +402,982 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,265,639 shares; 2024Q4: 1,299,226 shares; 2025Q1: 1,124,773 shares; 2025Q2: 1,325,997 shares; 2025Q3: 1,293,324 shares; 2025Q4: 1,246,414 shares; 2026Q1: 1,197,896 shares 1,197,896 $166M 0.93% -48,518 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: 637,641 shares; 2024Q4: 768,846 shares; 2025Q1: 730,590 shares; 2025Q2: 679,337 shares; 2025Q3: 697,392 shares; 2025Q4: 741,134 shares; 2026Q1: 781,277 shares 781,277 $153M 0.86% +40,143 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,312,630 shares; 2024Q4: 1,316,833 shares; 2025Q1: 1,375,241 shares; 2025Q2: 1,280,673 shares; 2025Q3: 1,393,235 shares; 2025Q4: 1,738,053 shares; 2026Q1: 2,004,687 shares 2,004,687 $152M 0.85% +266,634 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: 157,388 shares; 2024Q4: 173,632 shares; 2025Q1: 189,614 shares; 2025Q2: 210,526 shares; 2025Q3: 224,924 shares; 2025Q4: 252,334 shares; 2026Q1: 263,851 shares 263,851 $151M 0.85% +11,517 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: 161,438 shares; 2024Q4: 175,632 shares; 2025Q1: 170,093 shares; 2025Q2: 167,223 shares; 2025Q3: 267,789 shares; 2025Q4: 309,261 shares; 2026Q1: 345,470 shares 345,470 $151M 0.85% +36,209 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: 542,538 shares; 2024Q4: 414,956 shares; 2025Q1: 436,681 shares; 2025Q2: 485,486 shares; 2025Q3: 458,223 shares; 2025Q4: 467,267 shares; 2026Q1: 473,577 shares 473,577 $136M 0.76% +6,310 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: 68,490 shares; 2024Q4: 101,735 shares; 2025Q1: 117,791 shares; 2025Q2: 140,201 shares; 2025Q3: 146,222 shares; 2025Q4: 147,690 shares; 2026Q1: 143,305 shares 143,305 $132M 0.74% -4,385 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: 75,446 shares; 2024Q4: 121,211 shares; 2025Q1: 125,429 shares; 2025Q2: 170,951 shares; 2025Q3: 176,626 shares; 2025Q4: 177,241 shares; 2026Q1: 178,760 shares 178,760 $127M 0.71% +1,519 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: 74,230 shares; 2024Q4: 82,207 shares; 2025Q1: 126,447 shares; 2025Q2: 134,690 shares; 2025Q3: 145,647 shares; 2025Q4: 146,673 shares; 2026Q1: 147,053 shares 147,053 $124M 0.7% +380 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246,200 shares; 2024Q4: 247,904 shares; 2025Q1: 227,315 shares; 2025Q2: 227,970 shares; 2025Q3: 226,492 shares; 2025Q4: 280,775 shares; 2026Q1: 252,527 shares 252,527 $121M 0.68% -28,248 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 487,458 shares; 2024Q4: 533,055 shares; 2025Q1: 545,447 shares; 2025Q2: 606,553 shares; 2025Q3: 615,217 shares; 2025Q4: 615,114 shares; 2026Q1: 624,341 shares 624,341 $120M 0.68% +9,227 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,676 shares; 2024Q4: 71,417 shares; 2025Q1: 870,178 shares; 2025Q2: 939,279 shares; 2025Q3: 1,001,576 shares; 2025Q4: 1,014,293 shares; 2026Q1: 1,087,142 shares 1,087,142 $120M 0.67% +72,849 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: 458,617 shares; 2024Q4: 534,179 shares; 2025Q1: 519,462 shares; 2025Q2: 630,609 shares; 2025Q3: 648,660 shares; 2025Q4: 676,394 shares; 2026Q1: 700,935 shares 700,935 $119M 0.67% +24,541 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: not reported; 2024Q4: not reported; 2025Q1: 1,700,282 shares; 2025Q2: 1,702,103 shares; 2025Q3: 1,797,735 shares; 2025Q4: 1,801,161 shares; 2026Q1: 1,824,648 shares 1,824,648 $114M 0.64% +23,487 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: 283,286 shares; 2024Q4: 292,578 shares; 2025Q1: 348,688 shares; 2025Q2: 360,312 shares; 2025Q3: 364,523 shares; 2025Q4: 393,983 shares; 2026Q1: 374,677 shares 374,677 $110M 0.62% -19,306 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,507,902 shares; 2024Q4: 1,604,855 shares; 2025Q1: 1,842,584 shares; 2025Q2: 2,335,453 shares; 2025Q3: 2,528,404 shares; 2025Q4: 2,654,500 shares; 2026Q1: 2,715,179 shares 2,715,179 $106M 0.59% +60,679 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: 145,730 shares; 2024Q4: 153,720 shares; 2025Q1: 153,333 shares; 2025Q2: 151,998 shares; 2025Q3: 151,309 shares; 2025Q4: 158,210 shares; 2026Q1: 158,417 shares 158,417 $103M 0.58% +207 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: 691,596 shares; 2024Q4: 728,090 shares; 2025Q1: 725,508 shares; 2025Q2: 755,828 shares; 2025Q3: 772,302 shares; 2025Q4: 816,420 shares; 2026Q1: 813,060 shares 813,060 $101M 0.57% -3,360 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: 52,009 shares; 2024Q4: 68,976 shares; 2025Q1: 70,068 shares; 2025Q2: 75,561 shares; 2025Q3: 79,754 shares; 2025Q4: 88,744 shares; 2026Q1: 97,275 shares 97,275 $96.9M 0.54% +8,531 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: 1,524,543 shares; 2024Q4: 1,535,947 shares; 2025Q1: 1,611,562 shares; 2025Q2: 1,628,647 shares; 2025Q3: 1,626,620 shares; 2025Q4: 1,705,535 shares; 2026Q1: 1,846,369 shares 1,846,369 $92.1M 0.52% +140,834 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,542,942 shares; 2024Q4: 1,473,325 shares; 2025Q1: 1,456,020 shares; 2025Q2: 1,436,823 shares; 2025Q3: 1,410,942 shares; 2025Q4: 1,376,776 shares; 2026Q1: 1,297,323 shares 1,297,323 $92M 0.52% -79,453 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: 868,939 shares; 2024Q4: 935,681 shares; 2025Q1: 949,474 shares; 2025Q2: 1,028,123 shares; 2025Q3: 575,028 shares; 2025Q4: 689,326 shares; 2026Q1: 705,455 shares 705,455 $87.7M 0.49% +16,129 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 783,693 shares; 2024Q4: 798,090 shares; 2025Q1: 1,014,429 shares; 2025Q2: 1,261,350 shares; 2025Q3: 1,295,374 shares; 2025Q4: 1,339,926 shares; 2026Q1: 1,373,292 shares 1,373,292 $85.8M 0.48% +33,366 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 418,070 shares; 2024Q4: 525,282 shares; 2025Q1: 525,353 shares; 2025Q2: 525,500 shares; 2025Q3: 526,999 shares; 2025Q4: 770,178 shares; 2026Q1: 815,698 shares 815,698 $82.8M 0.46% +45,520 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: 145,728 shares; 2024Q4: 217,000 shares; 2025Q1: 220,176 shares; 2025Q2: 231,510 shares; 2025Q3: 237,420 shares; 2025Q4: 270,182 shares; 2026Q1: 265,787 shares 265,787 $80.3M 0.45% -4,395 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: 646,158 shares; 2024Q4: 620,923 shares; 2025Q1: 616,026 shares; 2025Q2: 615,210 shares; 2025Q3: 585,621 shares; 2025Q4: 565,790 shares; 2026Q1: 546,743 shares 546,743 $79.3M 0.44% -19,047 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: 14,805 shares; 2024Q4: 20,469 shares; 2025Q1: 192,134 shares; 2025Q2: 249,241 shares; 2025Q3: 266,822 shares; 2025Q4: 348,480 shares; 2026Q1: 361,475 shares 361,475 $77.7M 0.44% +12,995 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: 109,119 shares; 2024Q4: 127,845 shares; 2025Q1: 156,165 shares; 2025Q2: 170,616 shares; 2025Q3: 177,021 shares; 2025Q4: 204,453 shares; 2026Q1: 219,054 shares 219,054 $72M 0.4% +14,601 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: 14,023 shares; 2024Q4: 13,961 shares; 2025Q1: 13,864 shares; 2025Q2: 7,161 shares; 2025Q3: 8,083 shares; 2025Q4: 695,290 shares; 2026Q1: 695,650 shares 695,650 $71.1M 0.4% +360 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,372 shares; 2024Q4: 5,630 shares; 2025Q1: 65,781 shares; 2025Q2: 94,949 shares; 2025Q3: 126,470 shares; 2025Q4: 130,436 shares; 2026Q1: 128,844 shares 128,844 $70.7M 0.4% -1,592 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: 114,143 shares; 2024Q4: 260,293 shares; 2025Q1: 250,446 shares; 2025Q2: 257,097 shares; 2025Q3: 260,857 shares; 2025Q4: 329,731 shares; 2026Q1: 358,400 shares 358,400 $66.9M 0.38% +28,669 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: 561,701 shares; 2024Q4: 554,957 shares; 2025Q1: 636,012 shares; 2025Q2: 612,876 shares; 2025Q3: 698,174 shares; 2025Q4: 1,286,363 shares; 2026Q1: 1,245,125 shares 1,245,125 $65.7M 0.37% -41,238 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 580,604 shares; 2025Q2: 599,107 shares; 2025Q3: 635,846 shares; 2025Q4: 636,545 shares; 2026Q1: 647,182 shares 647,182 $64.6M 0.36% +10,637 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,491,259 shares; 2025Q2: 1,507,162 shares; 2025Q3: 1,563,190 shares; 2025Q4: 1,536,927 shares; 2026Q1: 1,509,097 shares 1,509,097 $64M 0.36% -27,830 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: 87,073 shares; 2024Q4: 85,448 shares; 2025Q1: 88,916 shares; 2025Q2: 88,345 shares; 2025Q3: 89,226 shares; 2025Q4: 92,974 shares; 2026Q1: 96,226 shares 96,226 $62.9M 0.35% +3,252 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: 129,233 shares; 2024Q4: 626,694 shares; 2025Q1: 1,087,885 shares; 2025Q2: 913,767 shares; 2025Q3: 930,638 shares; 2025Q4: 926,457 shares; 2026Q1: 956,431 shares 956,431 $61.3M 0.34% +29,974 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,153 shares; 2024Q4: 99,954 shares; 2025Q1: 105,720 shares; 2025Q2: 104,786 shares; 2025Q3: 107,365 shares; 2025Q4: 109,159 shares; 2026Q1: 106,014 shares 106,014 $61.2M 0.34% -3,145 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: 47,763 shares; 2024Q4: 49,693 shares; 2025Q1: 51,390 shares; 2025Q2: 108,256 shares; 2025Q3: 153,756 shares; 2025Q4: 161,758 shares; 2026Q1: 164,316 shares 164,316 $58.8M 0.33% +2,558 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,582 shares; 2024Q4: 143,836 shares; 2025Q1: 149,061 shares; 2025Q2: 157,027 shares; 2025Q3: 160,646 shares; 2025Q4: 166,255 shares; 2026Q1: 165,511 shares 165,511 $58.2M 0.33% -744 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: 372,150 shares; 2024Q4: 479,680 shares; 2025Q1: 682,448 shares; 2025Q2: 641,898 shares; 2025Q3: 1,076,919 shares; 2025Q4: 964,982 shares; 2026Q1: 519,482 shares 519,482 $52.3M 0.29% -445,500 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: 117,579 shares; 2024Q4: 173,932 shares; 2025Q1: 179,625 shares; 2025Q2: 189,838 shares; 2025Q3: 195,251 shares; 2025Q4: 206,622 shares; 2026Q1: 206,926 shares 206,926 $50.2M 0.28% +304 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,725 shares; 2024Q4: 175,122 shares; 2025Q1: 177,269 shares; 2025Q2: 187,267 shares; 2025Q3: 194,789 shares; 2025Q4: 204,069 shares; 2026Q1: 216,576 shares 216,576 $49.8M 0.28% +12,507 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 776,346 shares; 2024Q4: 919,350 shares; 2025Q1: 807,058 shares; 2025Q2: 804,786 shares; 2025Q3: 800,272 shares; 2025Q4: 1,195,653 shares; 2026Q1: 1,212,503 shares 1,212,503 $49.1M 0.28% +16,850 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: 48,642 shares; 2024Q4: 50,237 shares; 2025Q1: 50,776 shares; 2025Q2: 53,707 shares; 2025Q3: 54,468 shares; 2025Q4: 56,294 shares; 2026Q1: 54,588 shares 54,588 $48.9M 0.27% -1,706 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: 266,282 shares; 2024Q4: 292,620 shares; 2025Q1: 317,814 shares; 2025Q2: 331,477 shares; 2025Q3: 335,417 shares; 2025Q4: 330,408 shares; 2026Q1: 336,021 shares 336,021 $48.5M 0.27% +5,613 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 612,878 shares; 2024Q4: 644,235 shares; 2025Q1: 747,440 shares; 2025Q2: 813,224 shares; 2025Q3: 936,179 shares; 2025Q4: 988,882 shares; 2026Q1: 986,686 shares 986,686 $48.1M 0.27% -2,196 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: 233,441 shares; 2024Q4: 244,359 shares; 2025Q1: 242,467 shares; 2025Q2: 253,324 shares; 2025Q3: 184,786 shares; 2025Q4: 187,798 shares; 2026Q1: 194,451 shares 194,451 $47.5M 0.27% +6,653 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: 20,092 shares; 2025Q1: 30,032 shares; 2025Q2: 33,657 shares; 2025Q3: 40,983 shares; 2025Q4: 43,750 shares; 2026Q1: 47,403 shares 47,403 $45.6M 0.26% +3,653 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: 57,933 shares; 2024Q4: 60,148 shares; 2025Q1: 187,793 shares; 2025Q2: 200,218 shares; 2025Q3: 259,311 shares; 2025Q4: 271,375 shares; 2026Q1: 271,441 shares 271,441 $44.7M 0.25% +66 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: 82,244 shares; 2024Q4: 112,885 shares; 2025Q1: 118,423 shares; 2025Q2: 126,369 shares; 2025Q3: 131,210 shares; 2025Q4: 141,831 shares; 2026Q1: 143,679 shares 143,679 $44.7M 0.25% +1,848 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: 47,933 shares; 2024Q4: 98,837 shares; 2025Q1: 152,602 shares; 2025Q2: 107,359 shares; 2025Q3: 134,001 shares; 2025Q4: 144,944 shares; 2026Q1: 138,898 shares 138,898 $44.5M 0.25% -6,046 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,517 shares; 2024Q4: 272,691 shares; 2025Q1: 296,408 shares; 2025Q2: 316,485 shares; 2025Q3: 330,276 shares; 2025Q4: 344,214 shares; 2026Q1: 365,274 shares 365,274 $43.7M 0.24% +21,060 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 124,729 shares; 2025Q2: 124,584 shares; 2025Q3: 237,754 shares; 2025Q4: 367,012 shares; 2026Q1: 987,667 shares 987,667 $43.5M 0.24% +620,655 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,934 shares; 2024Q4: 58,938 shares; 2025Q1: 256,053 shares; 2025Q2: 448,513 shares; 2025Q3: 468,372 shares; 2025Q4: 804,520 shares; 2026Q1: 929,212 shares 929,212 $42.6M 0.24% +124,692 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: 77,536 shares; 2024Q4: 82,932 shares; 2025Q1: 88,671 shares; 2025Q2: 100,570 shares; 2025Q3: 103,994 shares; 2025Q4: 109,703 shares; 2026Q1: 113,896 shares 113,896 $42.3M 0.24% +4,193 Timeline DFNM 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: 557,728 shares; 2024Q4: 613,517 shares; 2025Q1: 744,689 shares; 2025Q2: 781,593 shares; 2025Q3: 817,821 shares; 2025Q4: 849,872 shares; 2026Q1: 880,025 shares 880,025 $42.2M 0.24% +30,153 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: 8,218 shares; 2024Q4: 8,259 shares; 2025Q1: 8,463 shares; 2025Q2: 8,253 shares; 2025Q3: 23,934 shares; 2025Q4: 561,746 shares; 2026Q1: 548,918 shares 548,918 $41.3M 0.23% -12,828 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: 144,431 shares; 2024Q4: 149,015 shares; 2025Q1: 147,715 shares; 2025Q2: 149,202 shares; 2025Q3: 151,177 shares; 2025Q4: 144,715 shares; 2026Q1: 144,460 shares 144,460 $41M 0.23% -255 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: 243,822 shares; 2024Q4: 198,071 shares; 2025Q1: 514,278 shares; 2025Q2: 585,289 shares; 2025Q3: 541,613 shares; 2025Q4: 580,283 shares; 2026Q1: 604,672 shares 604,672 $40.8M 0.23% +24,389 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: 610,755 shares; 2024Q4: 596,126 shares; 2025Q1: 580,968 shares; 2025Q2: 562,435 shares; 2025Q3: 541,077 shares; 2025Q4: 558,238 shares; 2026Q1: 509,074 shares 509,074 $39M 0.22% -49,164 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: 37,793 shares; 2024Q4: 38,267 shares; 2025Q1: 43,822 shares; 2025Q2: 42,753 shares; 2025Q3: 49,152 shares; 2025Q4: 53,327 shares; 2026Q1: 63,825 shares 63,825 $38.1M 0.21% +10,498 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,764 shares; 2024Q4: 216,787 shares; 2025Q1: 238,858 shares; 2025Q2: 350,431 shares; 2025Q3: 353,767 shares; 2025Q4: 367,423 shares; 2026Q1: 363,060 shares 363,060 $37.3M 0.21% -4,363 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: 873,688 shares; 2024Q4: 2,531,164 shares; 2025Q1: 2,534,479 shares; 2025Q2: 1,410,397 shares; 2025Q3: 1,410,417 shares; 2025Q4: 1,420,177 shares; 2026Q1: 1,413,731 shares 1,413,731 $36.2M 0.2% -6,446 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: 119,086 shares; 2024Q4: 134,457 shares; 2025Q1: 199,027 shares; 2025Q2: 210,474 shares; 2025Q3: 215,106 shares; 2025Q4: 228,133 shares; 2026Q1: 226,534 shares 226,534 $36.2M 0.2% -1,599 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,472 shares; 2024Q4: 206,567 shares; 2025Q1: 190,178 shares; 2025Q2: 172,490 shares; 2025Q3: 170,724 shares; 2025Q4: 166,391 shares; 2026Q1: 163,518 shares 163,518 $35.8M 0.2% -2,873 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: 328,707 shares; 2024Q4: 361,433 shares; 2025Q1: 280,446 shares; 2025Q2: 299,098 shares; 2025Q3: 311,565 shares; 2025Q4: 306,143 shares; 2026Q1: 297,046 shares 297,046 $35.7M 0.2% -9,097 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: 440,233 shares; 2024Q4: 455,837 shares; 2025Q1: 497,002 shares; 2025Q2: 589,570 shares; 2025Q3: 398,831 shares; 2025Q4: 386,206 shares; 2026Q1: 374,185 shares 374,185 $35.1M 0.2% -12,021 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: 290,206 shares; 2024Q4: 281,728 shares; 2025Q1: 284,808 shares; 2025Q2: 295,368 shares; 2025Q3: 234,910 shares; 2025Q4: 234,061 shares; 2026Q1: 236,896 shares 236,896 $34.7M 0.19% +2,835 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: 121,118 shares; 2024Q4: 130,527 shares; 2025Q1: 134,459 shares; 2025Q2: 138,070 shares; 2025Q3: 152,681 shares; 2025Q4: 156,752 shares; 2026Q1: 160,718 shares 160,718 $33.3M 0.19% +3,966 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: 20,589 shares; 2024Q4: 22,100 shares; 2025Q1: 49,694 shares; 2025Q2: 50,743 shares; 2025Q3: 47,604 shares; 2025Q4: 141,484 shares; 2026Q1: 163,843 shares 163,843 $32.5M 0.18% +22,359 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: 327,741 shares; 2024Q4: 321,796 shares; 2025Q1: 328,160 shares; 2025Q2: 330,159 shares; 2025Q3: 328,589 shares; 2025Q4: 359,002 shares; 2026Q1: 343,001 shares 343,001 $32.2M 0.18% -16,001 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,413 shares; 2024Q4: 135,888 shares; 2025Q1: 144,161 shares; 2025Q2: 145,977 shares; 2025Q3: 144,085 shares; 2025Q4: 127,618 shares; 2026Q1: 120,636 shares 120,636 $32.2M 0.18% -6,982 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY 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: 753,857 shares; 2026Q1: 710,559 shares 710,559 $31.9M 0.18% -43,298 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: 206,446 shares; 2024Q4: 257,011 shares; 2025Q1: 238,789 shares; 2025Q2: 247,126 shares; 2025Q3: 262,890 shares; 2025Q4: 268,562 shares; 2026Q1: 272,410 shares 272,410 $30.9M 0.17% +3,848 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 487,726 shares; 2024Q4: 479,010 shares; 2025Q1: 475,442 shares; 2025Q2: 458,511 shares; 2025Q3: 455,741 shares; 2025Q4: 452,836 shares; 2026Q1: 429,834 shares 429,834 $30.6M 0.17% -23,002 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,338 shares; 2024Q4: 80,678 shares; 2025Q1: 116,791 shares; 2025Q2: 121,783 shares; 2025Q3: 127,661 shares; 2025Q4: 132,594 shares; 2026Q1: 139,833 shares 139,833 $30.3M 0.17% +7,239 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: 139,279 shares; 2024Q4: 198,678 shares; 2025Q1: 193,591 shares; 2025Q2: 194,094 shares; 2025Q3: 234,335 shares; 2025Q4: 221,141 shares; 2026Q1: 188,521 shares 188,521 $30.2M 0.17% -32,620 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 966,725 shares; 2024Q4: 969,097 shares; 2025Q1: 1,027,196 shares; 2025Q2: 917,089 shares; 2025Q3: 925,302 shares; 2025Q4: 853,367 shares; 2026Q1: 820,348 shares 820,348 $30.2M 0.17% -33,019 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: 126,937 shares; 2024Q4: 493,657 shares; 2025Q1: 1,148,999 shares; 2025Q2: 1,038,933 shares; 2025Q3: 1,078,143 shares; 2025Q4: 1,075,135 shares; 2026Q1: 1,007,873 shares 1,007,873 $29.4M 0.16% -67,262 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: 160,932 shares; 2024Q4: 151,713 shares; 2025Q1: 155,378 shares; 2025Q2: 153,114 shares; 2025Q3: 152,669 shares; 2025Q4: 146,212 shares; 2026Q1: 150,025 shares 150,025 $28.8M 0.16% +3,813 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: 185,037 shares; 2024Q4: 204,403 shares; 2025Q1: 217,529 shares; 2025Q2: 229,637 shares; 2025Q3: 40,477 shares; 2025Q4: 40,344 shares; 2026Q1: 125,089 shares 125,089 $28.3M 0.16% +84,745 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: 58,505 shares; 2024Q4: 58,220 shares; 2025Q1: 58,739 shares; 2025Q2: 90,063 shares; 2025Q3: 109,203 shares; 2025Q4: 114,860 shares; 2026Q1: 137,395 shares 137,395 $27.2M 0.15% +22,535 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: 91,051 shares; 2024Q4: 92,173 shares; 2025Q1: 169,621 shares; 2025Q2: 188,475 shares; 2025Q3: 193,698 shares; 2025Q4: 206,498 shares; 2026Q1: 233,387 shares 233,387 $26.8M 0.15% +26,889 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: 80,580 shares; 2024Q4: 78,690 shares; 2025Q1: 78,319 shares; 2025Q2: 80,024 shares; 2025Q3: 80,063 shares; 2025Q4: 79,320 shares; 2026Q1: 74,728 shares 74,728 $26.6M 0.15% -4,592 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 334,688 shares; 2026Q1: 307,936 shares 307,936 $26M 0.15% -26,752 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,130 shares; 2024Q4: 29,171 shares; 2025Q1: 28,851 shares; 2025Q2: 28,851 shares; 2025Q3: 131,593 shares; 2025Q4: 747,768 shares; 2026Q1: 732,440 shares 732,440 $25.7M 0.14% -15,328 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: 20,708 shares; 2024Q4: 21,868 shares; 2025Q1: 23,348 shares; 2025Q2: 24,846 shares; 2025Q3: 28,313 shares; 2025Q4: 29,270 shares; 2026Q1: 29,156 shares 29,156 $25.5M 0.14% -114 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: 52,347 shares; 2024Q4: 66,678 shares; 2025Q1: 73,560 shares; 2025Q2: 76,260 shares; 2025Q3: 87,407 shares; 2025Q4: 84,662 shares; 2026Q1: 86,760 shares 86,760 $24.6M 0.14% +2,098 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: 141,672 shares; 2024Q4: 284,703 shares; 2025Q1: 301,572 shares; 2025Q2: 301,255 shares; 2025Q3: 288,514 shares; 2025Q4: 299,002 shares; 2026Q1: 298,915 shares 298,915 $23.8M 0.13% -87 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: 224,448 shares; 2024Q4: 229,818 shares; 2025Q1: 268,940 shares; 2025Q2: 294,254 shares; 2025Q3: 291,584 shares; 2025Q4: 337,299 shares; 2026Q1: 346,431 shares 346,431 $23.7M 0.13% +9,132 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: 1,389,093 shares; 2024Q4: 1,450,093 shares; 2025Q1: 673,833 shares; 2025Q2: 502,402 shares; 2025Q3: 493,431 shares; 2025Q4: 486,816 shares; 2026Q1: 482,871 shares 482,871 $23.6M 0.13% -3,945 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: not reported; 2024Q4: 166,267 shares; 2025Q1: 139,903 shares; 2025Q2: 106,754 shares; 2025Q3: 108,546 shares; 2025Q4: 98,842 shares; 2026Q1: 97,295 shares 97,295 $23.3M 0.13% -1,547 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: 889,631 shares; 2025Q4: 903,402 shares; 2026Q1: 923,280 shares 923,280 $22.4M 0.13% +19,878 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: 44,503 shares; 2024Q4: 48,878 shares; 2025Q1: 48,340 shares; 2025Q2: 56,603 shares; 2025Q3: 59,045 shares; 2025Q4: 61,909 shares; 2026Q1: 66,159 shares 66,159 $22.4M 0.13% +4,250 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,316 shares; 2024Q4: 14,074 shares; 2025Q1: 14,696 shares; 2025Q2: 16,846 shares; 2025Q3: 17,780 shares; 2025Q4: 217,499 shares; 2026Q1: 224,683 shares 224,683 $21.6M 0.12% +7,184 Timeline DFUV 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: 291,342 shares; 2024Q4: 368,908 shares; 2025Q1: 404,406 shares; 2025Q2: 388,473 shares; 2025Q3: 455,979 shares; 2025Q4: 451,026 shares; 2026Q1: 435,624 shares 435,624 $21.1M 0.12% -15,402 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: 143,561 shares; 2024Q4: 156,153 shares; 2025Q1: 196,331 shares; 2025Q2: 210,931 shares; 2025Q3: 228,647 shares; 2025Q4: 255,595 shares; 2026Q1: 274,284 shares 274,284 $20.9M 0.12% +18,689 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: 10,773 shares; 2024Q4: 10,701 shares; 2025Q1: 10,065 shares; 2025Q2: 12,011 shares; 2025Q3: 12,022 shares; 2025Q4: 12,357 shares; 2026Q1: 60,192 shares 60,192 $20.8M 0.12% +47,835 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: 176,592 shares; 2024Q4: 174,493 shares; 2025Q1: 250,312 shares; 2025Q2: 254,899 shares; 2025Q3: 254,480 shares; 2025Q4: 189,930 shares; 2026Q1: 181,999 shares 181,999 $20.6M 0.12% -7,931 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 606,550 shares; 2024Q4: 632,893 shares; 2025Q1: 636,692 shares; 2025Q2: 629,629 shares; 2025Q3: 616,122 shares; 2025Q4: 608,324 shares; 2026Q1: 603,494 shares 603,494 $20.5M 0.11% -4,830 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: 8,231 shares; 2024Q4: 129,393 shares; 2025Q1: 167,954 shares; 2025Q2: 128,585 shares; 2025Q3: 105,522 shares; 2025Q4: 108,535 shares; 2026Q1: 105,286 shares 105,286 $20.2M 0.11% -3,249 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,284 shares; 2024Q4: 167,237 shares; 2025Q1: 345,927 shares; 2025Q2: 453,189 shares; 2025Q3: 469,455 shares; 2025Q4: 496,410 shares; 2026Q1: 510,281 shares 510,281 $20.1M 0.11% +13,871 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY 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: 519,177 shares; 2026Q1: 495,409 shares 495,409 $20M 0.11% -23,768 Timeline INTF ISHARES 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: 792,855 shares; 2026Q1: 513,322 shares 513,322 $20M 0.11% -279,533 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: 68,449 shares; 2024Q4: 69,595 shares; 2025Q1: 76,573 shares; 2025Q2: 79,709 shares; 2025Q3: 84,494 shares; 2025Q4: 91,663 shares; 2026Q1: 90,464 shares 90,464 $19.7M 0.11% -1,199 Timeline GDIV HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,419,323 shares; 2025Q1: 1,263,454 shares; 2025Q2: 1,220,918 shares; 2025Q3: 1,177,462 shares; 2025Q4: 1,200,422 shares; 2026Q1: 1,156,551 shares 1,156,551 $19.3M 0.11% -43,871 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: 204,181 shares; 2024Q4: 211,194 shares; 2025Q1: 211,961 shares; 2025Q2: 214,400 shares; 2025Q3: 214,346 shares; 2025Q4: 210,357 shares; 2026Q1: 212,473 shares 212,473 $19.2M 0.11% +2,116 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 968,703 shares; 2026Q1: 930,658 shares 930,658 $19M 0.11% -38,045 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: 205,949 shares; 2024Q4: 213,908 shares; 2025Q1: 225,334 shares; 2025Q2: 105,590 shares; 2025Q3: 115,270 shares; 2025Q4: 128,279 shares; 2026Q1: 120,353 shares 120,353 $18.7M 0.1% -7,926 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 943,805 shares; 2026Q1: 906,090 shares 906,090 $18.7M 0.1% -37,715 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,562 shares; 2024Q4: 25,485 shares; 2025Q1: 52,033 shares; 2025Q2: 55,181 shares; 2025Q3: 55,354 shares; 2025Q4: 60,613 shares; 2026Q1: 60,429 shares 60,429 $18.3M 0.1% -184 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,315,316 shares; 2024Q4: 1,405,908 shares; 2025Q1: 2,113,677 shares; 2025Q2: 2,878,822 shares; 2025Q3: 546,442 shares; 2025Q4: 488,685 shares; 2026Q1: 429,342 shares 429,342 $18.1M 0.1% -59,343 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: 107,807 shares; 2024Q4: 112,367 shares; 2025Q1: 117,054 shares; 2025Q2: 125,831 shares; 2025Q3: 135,886 shares; 2025Q4: 143,690 shares; 2026Q1: 140,027 shares 140,027 $18M 0.1% -3,663 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 564,621 shares; 2024Q4: 580,642 shares; 2025Q1: 518,195 shares; 2025Q2: 513,589 shares; 2025Q3: 504,902 shares; 2025Q4: 493,220 shares; 2026Q1: 497,642 shares 497,642 $18M 0.1% +4,422 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,781 shares; 2025Q1: 312,848 shares; 2025Q2: 304,709 shares; 2025Q3: 309,400 shares; 2025Q4: 301,219 shares; 2026Q1: 298,503 shares 298,503 $17.5M 0.1% -2,716 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,590 shares; 2024Q4: 38,220 shares; 2025Q1: 37,188 shares; 2025Q2: 45,420 shares; 2025Q3: 45,771 shares; 2025Q4: 47,112 shares; 2026Q1: 51,107 shares 51,107 $17.5M 0.1% +3,995 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: 35,999 shares; 2024Q4: 38,040 shares; 2025Q1: 39,720 shares; 2025Q2: 42,655 shares; 2025Q3: 44,654 shares; 2025Q4: 43,499 shares; 2026Q1: 51,394 shares 51,394 $17.4M 0.1% +7,895 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,290 shares; 2024Q4: 209,181 shares; 2025Q1: 209,308 shares; 2025Q2: 209,560 shares; 2025Q3: 209,643 shares; 2025Q4: 213,003 shares; 2026Q1: 210,263 shares 210,263 $17.3M 0.1% -2,740 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: 36,196 shares; 2024Q4: 87,473 shares; 2025Q1: 89,155 shares; 2025Q2: 98,956 shares; 2025Q3: 101,460 shares; 2025Q4: 102,950 shares; 2026Q1: 104,713 shares 104,713 $17.3M 0.1% +1,763 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: 31,608 shares; 2024Q4: 30,357 shares; 2025Q1: 31,372 shares; 2025Q2: 41,063 shares; 2025Q3: 47,555 shares; 2025Q4: 48,111 shares; 2026Q1: 50,429 shares 50,429 $17.3M 0.1% +2,318 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $17.2M 0.1% 0 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: 390,738 shares; 2024Q4: 445,259 shares; 2025Q1: 426,880 shares; 2025Q2: 443,407 shares; 2025Q3: 437,599 shares; 2025Q4: 542,082 shares; 2026Q1: 597,819 shares 597,819 $17.2M 0.1% +55,737 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336,672 shares; 2024Q4: 469,552 shares; 2025Q1: 499,003 shares; 2025Q2: 438,070 shares; 2025Q3: 455,828 shares; 2025Q4: 455,552 shares; 2026Q1: 440,732 shares 440,732 $17.1M 0.1% -14,820 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: 210,362 shares; 2024Q4: 211,889 shares; 2025Q1: 210,135 shares; 2025Q2: 218,595 shares; 2025Q3: 218,522 shares; 2025Q4: 220,514 shares; 2026Q1: 115,670 shares 115,670 $17M 0.1% -104,844 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: 611,088 shares; 2024Q4: 615,939 shares; 2025Q1: 259,797 shares; 2025Q2: 275,659 shares; 2025Q3: 278,359 shares; 2025Q4: 319,967 shares; 2026Q1: 337,053 shares 337,053 $16.9M 0.09% +17,086 Timeline DFAR 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: 331,406 shares; 2024Q4: 351,886 shares; 2025Q1: 510,780 shares; 2025Q2: 623,570 shares; 2025Q3: 652,873 shares; 2025Q4: 687,487 shares; 2026Q1: 706,829 shares 706,829 $16.7M 0.09% +19,342 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,096 shares; 2024Q4: 98,408 shares; 2025Q1: 92,747 shares; 2025Q2: 101,932 shares; 2025Q3: 106,910 shares; 2025Q4: 118,036 shares; 2026Q1: 127,314 shares 127,314 $16.7M 0.09% +9,278 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: 18,467 shares; 2024Q4: 20,765 shares; 2025Q1: 21,092 shares; 2025Q2: 23,013 shares; 2025Q3: 25,675 shares; 2025Q4: 34,138 shares; 2026Q1: 33,212 shares 33,212 $16.6M 0.09% -926 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: 39,332 shares; 2024Q4: 42,077 shares; 2025Q1: 134,201 shares; 2025Q2: 142,157 shares; 2025Q3: 131,231 shares; 2025Q4: 170,098 shares; 2026Q1: 180,621 shares 180,621 $16.4M 0.09% +10,523 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370,906 shares; 2024Q4: 365,249 shares; 2025Q1: 354,033 shares; 2025Q2: 354,296 shares; 2025Q3: 536,567 shares; 2025Q4: 500,402 shares; 2026Q1: 478,572 shares 478,572 $16.2M 0.09% -21,830 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: 9,649 shares; 2024Q4: 22,776 shares; 2025Q1: 54,251 shares; 2025Q2: 52,725 shares; 2025Q3: 55,272 shares; 2025Q4: 54,878 shares; 2026Q1: 53,970 shares 53,970 $16.1M 0.09% -908 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: 11,015 shares; 2024Q4: 181,253 shares; 2025Q1: 140,404 shares; 2025Q2: 81,670 shares; 2025Q3: 81,022 shares; 2025Q4: 74,677 shares; 2026Q1: 72,040 shares 72,040 $15.7M 0.09% -2,637 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: 132,793 shares; 2024Q4: 156,043 shares; 2025Q1: 150,155 shares; 2025Q2: 173,333 shares; 2025Q3: 177,018 shares; 2025Q4: 197,875 shares; 2026Q1: 200,092 shares 200,092 $15.5M 0.09% +2,217 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: 26,664 shares; 2024Q4: 32,178 shares; 2025Q1: 37,779 shares; 2025Q2: 38,836 shares; 2025Q3: 50,414 shares; 2025Q4: 119,649 shares; 2026Q1: 116,593 shares 116,593 $15.5M 0.09% -3,056 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,889 shares; 2024Q4: 6,246 shares; 2025Q1: 35,307 shares; 2025Q2: 36,426 shares; 2025Q3: 31,076 shares; 2025Q4: 31,275 shares; 2026Q1: 31,375 shares 31,375 $15.4M 0.09% +100 Timeline FDN 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: 64,810 shares; 2024Q4: 64,240 shares; 2025Q1: 67,340 shares; 2025Q2: 65,871 shares; 2025Q3: 66,626 shares; 2025Q4: 65,646 shares; 2026Q1: 64,949 shares 64,949 $15.2M 0.09% -697 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: 180,620 shares; 2024Q4: 166,628 shares; 2025Q1: 159,780 shares; 2025Q2: 147,791 shares; 2025Q3: 156,592 shares; 2025Q4: 168,392 shares; 2026Q1: 152,528 shares 152,528 $15.1M 0.08% -15,864 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: 548,233 shares; 2024Q4: 600,479 shares; 2025Q1: 753,910 shares; 2025Q2: 884,368 shares; 2025Q3: 176,485 shares; 2025Q4: 184,143 shares; 2026Q1: 182,338 shares 182,338 $15.1M 0.08% -1,805 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: 69,071 shares; 2025Q1: 67,327 shares; 2025Q2: 67,087 shares; 2025Q3: 71,643 shares; 2025Q4: 61,151 shares; 2026Q1: 70,528 shares 70,528 $15.1M 0.08% +9,377 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: 9,291 shares; 2024Q4: 445,059 shares; 2025Q1: 318,776 shares; 2025Q2: 219,725 shares; 2025Q3: 219,266 shares; 2025Q4: 206,159 shares; 2026Q1: 200,405 shares 200,405 $14.9M 0.08% -5,754 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: 247,992 shares; 2024Q4: 381,619 shares; 2025Q1: 377,746 shares; 2025Q2: 403,893 shares; 2025Q3: 444,070 shares; 2025Q4: 473,089 shares; 2026Q1: 511,590 shares 511,590 $14.8M 0.08% +38,501 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: 24,976 shares; 2024Q4: 29,154 shares; 2025Q1: 52,290 shares; 2025Q2: 51,717 shares; 2025Q3: 54,133 shares; 2025Q4: 57,701 shares; 2026Q1: 54,101 shares 54,101 $14.6M 0.08% -3,600 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: 30,499 shares; 2024Q4: 71,757 shares; 2025Q1: 53,028 shares; 2025Q2: 53,746 shares; 2025Q3: 224,010 shares; 2025Q4: 173,371 shares; 2026Q1: 186,431 shares 186,431 $14.4M 0.08% +13,060 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: 44,490 shares; 2024Q4: 499,124 shares; 2025Q1: 397,637 shares; 2025Q2: 216,974 shares; 2025Q3: 287,870 shares; 2025Q4: 266,751 shares; 2026Q1: 265,797 shares 265,797 $14.4M 0.08% -954 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: 4,654 shares; 2024Q4: 285,738 shares; 2025Q1: 245,358 shares; 2025Q2: 176,246 shares; 2025Q3: 164,947 shares; 2025Q4: 156,430 shares; 2026Q1: 151,073 shares 151,073 $14M 0.08% -5,357 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,105 shares; 2024Q4: 169,989 shares; 2025Q1: 163,984 shares; 2025Q2: 161,716 shares; 2025Q3: 158,024 shares; 2025Q4: 192,256 shares; 2026Q1: 272,195 shares 272,195 $13.9M 0.08% +79,939 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,857 shares; 2024Q4: 7,839 shares; 2025Q1: 6,970 shares; 2025Q2: 6,924 shares; 2025Q3: 17,106 shares; 2025Q4: 187,107 shares; 2026Q1: 175,414 shares 175,414 $13.8M 0.08% -11,693 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,216 shares; 2024Q4: 61,529 shares; 2025Q1: 45,811 shares; 2025Q2: 53,960 shares; 2025Q3: 58,090 shares; 2025Q4: 61,553 shares; 2026Q1: 67,353 shares 67,353 $13.7M 0.08% +5,800 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: 327,200 shares; 2024Q4: 142,593 shares; 2025Q1: 93,601 shares; 2025Q2: 96,897 shares; 2025Q3: 126,554 shares; 2025Q4: 133,063 shares; 2026Q1: 144,907 shares 144,907 $13.5M 0.08% +11,844 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 554,929 shares; 2024Q4: 543,197 shares; 2025Q1: 526,868 shares; 2025Q2: 376,350 shares; 2025Q3: 373,502 shares; 2025Q4: 371,122 shares; 2026Q1: 365,888 shares 365,888 $13.4M 0.08% -5,234 Timeline DCH DAUCH CORP More: the full row for DAUCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,916,106 shares; 2024Q4: 1,912,947 shares; 2025Q1: 2,250,455 shares; 2025Q2: 2,247,469 shares; 2025Q3: 2,247,634 shares; 2025Q4: 2,247,585 shares; 2026Q1: 2,248,027 shares 2,248,027 $13.3M 0.07% +442 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: 97,070 shares; 2024Q4: 106,248 shares; 2025Q1: 140,816 shares; 2025Q2: 135,485 shares; 2025Q3: 128,691 shares; 2025Q4: 122,239 shares; 2026Q1: 123,473 shares 123,473 $13.1M 0.07% +1,234 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300,608 shares; 2024Q4: 339,948 shares; 2025Q1: 289,382 shares; 2025Q2: 290,496 shares; 2025Q3: 289,241 shares; 2025Q4: 289,430 shares; 2026Q1: 291,685 shares 291,685 $13M 0.07% +2,255 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: 12,288 shares; 2024Q4: 12,923 shares; 2025Q1: 12,850 shares; 2025Q2: 15,640 shares; 2025Q3: 19,785 shares; 2025Q4: 21,013 shares; 2026Q1: 21,141 shares 21,141 $12.8M 0.07% +128 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: 372,027 shares; 2024Q4: 230,396 shares; 2025Q1: 224,915 shares; 2025Q2: 208,088 shares; 2025Q3: 182,396 shares; 2025Q4: 153,239 shares; 2026Q1: 131,329 shares 131,329 $12.7M 0.07% -21,910 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: 502,719 shares; 2025Q4: 520,187 shares; 2026Q1: 512,044 shares 512,044 $12.6M 0.07% -8,143 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: 16,600 shares; 2024Q4: 20,570 shares; 2025Q1: 23,502 shares; 2025Q2: 22,228 shares; 2025Q3: 21,870 shares; 2025Q4: 28,161 shares; 2026Q1: 29,116 shares 29,116 $12.4M 0.07% +955 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,489 shares; 2024Q4: 35,132 shares; 2025Q1: 44,398 shares; 2025Q2: 52,058 shares; 2025Q3: 56,083 shares; 2025Q4: 58,132 shares; 2026Q1: 66,559 shares 66,559 $12.1M 0.07% +8,427 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: 66,827 shares; 2024Q4: 157,953 shares; 2025Q1: 80,653 shares; 2025Q2: 77,673 shares; 2025Q3: 78,483 shares; 2025Q4: 78,303 shares; 2026Q1: 75,015 shares 75,015 $12.1M 0.07% -3,288 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: 24,723 shares; 2024Q4: 37,336 shares; 2025Q1: 62,491 shares; 2025Q2: 63,710 shares; 2025Q3: 63,088 shares; 2025Q4: 69,464 shares; 2026Q1: 49,295 shares 49,295 $12M 0.07% -20,169 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,217 shares; 2024Q4: 24,760 shares; 2025Q1: 33,436 shares; 2025Q2: 38,283 shares; 2025Q3: 48,591 shares; 2025Q4: 50,362 shares; 2026Q1: 59,906 shares 59,906 $11.9M 0.07% +9,544 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: 49,500 shares; 2024Q4: 203,445 shares; 2025Q1: 213,422 shares; 2025Q2: 213,928 shares; 2025Q3: 407,347 shares; 2025Q4: 389,715 shares; 2026Q1: 384,289 shares 384,289 $11.8M 0.07% -5,426 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: 58,833 shares; 2024Q4: 55,686 shares; 2025Q1: 55,942 shares; 2025Q2: 52,951 shares; 2025Q3: 46,884 shares; 2025Q4: 44,128 shares; 2026Q1: 47,383 shares 47,383 $11.8M 0.07% +3,255 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: 33,062 shares; 2024Q4: 40,404 shares; 2025Q1: 83,058 shares; 2025Q2: 81,397 shares; 2025Q3: 77,544 shares; 2025Q4: 78,450 shares; 2026Q1: 80,240 shares 80,240 $11.7M 0.07% +1,790 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,728 shares; 2024Q4: 100,076 shares; 2025Q1: 107,713 shares; 2025Q2: 141,149 shares; 2025Q3: 154,007 shares; 2025Q4: 173,277 shares; 2026Q1: 177,497 shares 177,497 $11.6M 0.07% +4,220 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: 58,708 shares; 2024Q4: 62,356 shares; 2025Q1: 66,933 shares; 2025Q2: 70,870 shares; 2025Q3: 74,936 shares; 2025Q4: 80,119 shares; 2026Q1: 82,810 shares 82,810 $11.5M 0.06% +2,691 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,423 shares; 2024Q4: 218,802 shares; 2025Q1: 190,524 shares; 2025Q2: 193,268 shares; 2025Q3: 196,627 shares; 2025Q4: 195,035 shares; 2026Q1: 200,244 shares 200,244 $11.4M 0.06% +5,209 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: 91,233 shares; 2024Q4: 354,428 shares; 2025Q1: 360,634 shares; 2025Q2: 291,873 shares; 2025Q3: 290,164 shares; 2025Q4: 253,569 shares; 2026Q1: 230,677 shares 230,677 $11.4M 0.06% -22,892 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: 109,697 shares; 2024Q4: 111,393 shares; 2025Q1: 104,166 shares; 2025Q2: 108,867 shares; 2025Q3: 108,486 shares; 2025Q4: 129,505 shares; 2026Q1: 117,953 shares 117,953 $11.4M 0.06% -11,552 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: 3,461 shares; 2024Q4: 172,065 shares; 2025Q1: 116,967 shares; 2025Q2: 64,881 shares; 2025Q3: 59,533 shares; 2025Q4: 63,199 shares; 2026Q1: 61,279 shares 61,279 $11.3M 0.06% -1,920 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,434 shares; 2024Q4: 27,694 shares; 2025Q1: 30,153 shares; 2025Q2: 33,455 shares; 2025Q3: 35,127 shares; 2025Q4: 39,009 shares; 2026Q1: 39,757 shares 39,757 $11.2M 0.06% +748 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,257 shares; 2024Q4: 530,154 shares; 2025Q1: 537,515 shares; 2025Q2: 515,890 shares; 2025Q3: 497,585 shares; 2025Q4: 469,139 shares; 2026Q1: 439,073 shares 439,073 $11M 0.06% -30,066 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: 33,866 shares; 2024Q4: 37,181 shares; 2025Q1: 40,261 shares; 2025Q2: 42,973 shares; 2025Q3: 46,117 shares; 2025Q4: 47,515 shares; 2026Q1: 46,582 shares 46,582 $11M 0.06% -933 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: 81,988 shares; 2024Q4: 86,237 shares; 2025Q1: 86,828 shares; 2025Q2: 87,748 shares; 2025Q3: 42,797 shares; 2025Q4: 45,945 shares; 2026Q1: 55,108 shares 55,108 $10.7M 0.06% +9,163 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: 171,743 shares; 2024Q4: 177,858 shares; 2025Q1: 179,404 shares; 2025Q2: 199,905 shares; 2025Q3: 230,110 shares; 2025Q4: 230,285 shares; 2026Q1: 317,325 shares 317,325 $10.6M 0.06% +87,040 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: 94,026 shares; 2024Q4: 96,213 shares; 2025Q1: 113,582 shares; 2025Q2: 69,544 shares; 2025Q3: 69,317 shares; 2025Q4: 74,339 shares; 2026Q1: 74,447 shares 74,447 $10.6M 0.06% +108 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: not reported; 2024Q4: 173,088 shares; 2025Q1: 301,566 shares; 2025Q2: 256,806 shares; 2025Q3: 243,385 shares; 2025Q4: 235,569 shares; 2026Q1: 228,242 shares 228,242 $10.6M 0.06% -7,327 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: 36,163 shares; 2024Q4: 39,606 shares; 2025Q1: 43,322 shares; 2025Q2: 46,409 shares; 2025Q3: 49,208 shares; 2025Q4: 51,510 shares; 2026Q1: 51,574 shares 51,574 $10.5M 0.06% +64 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,896 shares; 2024Q4: 15,136 shares; 2025Q1: 222 shares; 2025Q2: 236 shares; 2025Q3: not reported; 2025Q4: 1,514 shares; 2026Q1: 22,085 shares 22,085 $10.5M 0.06% +20,571 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,430 shares; 2024Q4: 92,168 shares; 2025Q1: 32,294 shares; 2025Q2: 37,159 shares; 2025Q3: 200,446 shares; 2025Q4: 193,982 shares; 2026Q1: 208,705 shares 208,705 $10.4M 0.06% +14,723 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,900 shares; 2024Q4: 149,009 shares; 2025Q1: 146,276 shares; 2025Q2: 144,935 shares; 2025Q3: 145,962 shares; 2025Q4: 150,519 shares; 2026Q1: 153,460 shares 153,460 $10.4M 0.06% +2,941 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,183 shares; 2024Q4: 65,182 shares; 2025Q1: 84,943 shares; 2025Q2: 89,739 shares; 2025Q3: 97,110 shares; 2025Q4: 97,526 shares; 2026Q1: 107,975 shares 107,975 $10.4M 0.06% +10,449 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: 142,955 shares; 2024Q4: 151,700 shares; 2025Q1: 146,132 shares; 2025Q2: 153,451 shares; 2025Q3: 160,205 shares; 2025Q4: 153,138 shares; 2026Q1: 168,316 shares 168,316 $10.2M 0.06% +15,178 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,520 shares; 2024Q4: 78,132 shares; 2025Q1: 82,939 shares; 2025Q2: 87,099 shares; 2025Q3: 89,961 shares; 2025Q4: 96,151 shares; 2026Q1: 93,426 shares 93,426 $10.1M 0.06% -2,725 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,225 shares; 2024Q4: 122,229 shares; 2025Q1: 409,447 shares; 2025Q2: 392,598 shares; 2025Q3: 384,821 shares; 2025Q4: 346,678 shares; 2026Q1: 112,620 shares 112,620 $9.99M 0.06% -234,058 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: 422,143 shares; 2024Q4: 278,079 shares; 2025Q1: 356,705 shares; 2025Q2: 336,033 shares; 2025Q3: 335,338 shares; 2025Q4: 338,836 shares; 2026Q1: 354,125 shares 354,125 $9.94M 0.06% +15,289 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: not reported; 2024Q4: 92,709 shares; 2025Q1: 97,427 shares; 2025Q2: 88,846 shares; 2025Q3: 87,371 shares; 2025Q4: 145,854 shares; 2026Q1: 128,764 shares 128,764 $9.79M 0.05% -17,090 Timeline IMTM ISHARES 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: 452,125 shares; 2025Q1: 351,651 shares; 2025Q2: 239,115 shares; 2025Q3: 224,073 shares; 2025Q4: 204,800 shares; 2026Q1: 201,093 shares 201,093 $9.66M 0.05% -3,707 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: 13,529 shares; 2024Q4: 15,136 shares; 2025Q1: 15,846 shares; 2025Q2: 17,279 shares; 2025Q3: 18,441 shares; 2025Q4: 20,513 shares; 2026Q1: 22,281 shares 22,281 $9.63M 0.05% +1,768 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: 86,094 shares; 2024Q4: 186,808 shares; 2025Q1: 249,224 shares; 2025Q2: 266,446 shares; 2025Q3: 313,721 shares; 2025Q4: 384,221 shares; 2026Q1: 385,679 shares 385,679 $9.55M 0.05% +1,458 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: 139,869 shares; 2024Q4: 132,545 shares; 2025Q1: 128,399 shares; 2025Q2: 126,060 shares; 2025Q3: 120,292 shares; 2025Q4: 112,047 shares; 2026Q1: 108,637 shares 108,637 $9.54M 0.05% -3,410 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,755 shares; 2025Q2: 72,768 shares; 2025Q3: 76,106 shares; 2025Q4: 77,658 shares; 2026Q1: 78,766 shares 78,766 $9.41M 0.05% +1,108 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,417,142 shares; 2024Q4: 2,081,965 shares; 2025Q1: 1,370,598 shares; 2025Q2: 1,366,989 shares; 2025Q3: 1,354,424 shares; 2025Q4: 1,368,968 shares; 2026Q1: 1,339,607 shares 1,339,607 $9.31M 0.05% -29,361 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: 100,504 shares; 2024Q4: 98,316 shares; 2025Q1: 104,127 shares; 2025Q2: 102,647 shares; 2025Q3: 97,923 shares; 2025Q4: 99,033 shares; 2026Q1: 122,649 shares 122,649 $9.21M 0.05% +23,616 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: 15,077 shares; 2024Q4: 15,451 shares; 2025Q1: 10,557 shares; 2025Q2: 12,541 shares; 2025Q3: 12,101 shares; 2025Q4: 16,946 shares; 2026Q1: 16,119 shares 16,119 $9.08M 0.05% -827 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: 21,347 shares; 2024Q4: 23,937 shares; 2025Q1: 21,182 shares; 2025Q2: 22,344 shares; 2025Q3: 24,543 shares; 2025Q4: 27,280 shares; 2026Q1: 27,279 shares 27,279 $8.89M 0.05% -1 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 568,743 shares; 2024Q4: 486,840 shares; 2025Q1: 596,294 shares; 2025Q2: 595,791 shares; 2025Q3: 597,833 shares; 2025Q4: 691,202 shares; 2026Q1: 565,859 shares 565,859 $8.86M 0.05% -125,343 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: 11,572 shares; 2024Q4: 11,829 shares; 2025Q1: 12,242 shares; 2025Q2: 14,838 shares; 2025Q3: 15,960 shares; 2025Q4: 15,812 shares; 2026Q1: 17,578 shares 17,578 $8.71M 0.05% +1,766 Timeline SCHA 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: 207,758 shares; 2024Q4: 419,022 shares; 2025Q1: 423,335 shares; 2025Q2: 278,228 shares; 2025Q3: 297,937 shares; 2025Q4: 296,514 shares; 2026Q1: 297,745 shares 297,745 $8.66M 0.05% +1,231 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,341 shares; 2024Q4: 11,787 shares; 2025Q1: 12,177 shares; 2025Q2: 13,546 shares; 2025Q3: 25,327 shares; 2025Q4: 30,054 shares; 2026Q1: 29,615 shares 29,615 $8.64M 0.05% -439 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,584 shares; 2024Q4: 48,775 shares; 2025Q1: 53,311 shares; 2025Q2: 55,188 shares; 2025Q3: 58,627 shares; 2025Q4: 60,480 shares; 2026Q1: 61,315 shares 61,315 $8.6M 0.05% +835 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: 42,263 shares; 2024Q4: 75,720 shares; 2025Q1: 74,420 shares; 2025Q2: 85,850 shares; 2025Q3: 114,851 shares; 2025Q4: 118,851 shares; 2026Q1: 130,297 shares 130,297 $8.6M 0.05% +11,446 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,600 shares; 2024Q4: 131,955 shares; 2025Q1: 172,295 shares; 2025Q2: 178,722 shares; 2025Q3: 189,835 shares; 2025Q4: 162,830 shares; 2026Q1: 164,385 shares 164,385 $8.55M 0.05% +1,555 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: 47,836 shares; 2024Q4: 64,070 shares; 2025Q1: 61,502 shares; 2025Q2: 48,410 shares; 2025Q3: 53,411 shares; 2025Q4: 57,419 shares; 2026Q1: 55,816 shares 55,816 $8.45M 0.05% -1,603 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: 6,594 shares; 2024Q4: 7,008 shares; 2025Q1: 8,696 shares; 2025Q2: 8,988 shares; 2025Q3: 9,017 shares; 2025Q4: 9,542 shares; 2026Q1: 9,710 shares 9,710 $8.4M 0.05% +168 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: 42,242 shares; 2024Q4: 45,690 shares; 2025Q1: 56,205 shares; 2025Q2: 75,603 shares; 2025Q3: 78,367 shares; 2025Q4: 136,798 shares; 2026Q1: 136,576 shares 136,576 $8.37M 0.05% -222 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: 11,062 shares; 2024Q4: 708,920 shares; 2025Q1: 529,642 shares; 2025Q2: 239,624 shares; 2025Q3: 213,555 shares; 2025Q4: 138,470 shares; 2026Q1: 112,706 shares 112,706 $8.3M 0.05% -25,764 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: 62,472 shares; 2024Q4: 68,756 shares; 2025Q1: 66,934 shares; 2025Q2: 58,668 shares; 2025Q3: 54,998 shares; 2025Q4: 54,521 shares; 2026Q1: 62,741 shares 62,741 $8.28M 0.05% +8,220 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: 22,219 shares; 2024Q4: 27,439 shares; 2025Q1: 28,687 shares; 2025Q2: 37,430 shares; 2025Q3: 39,915 shares; 2025Q4: 46,815 shares; 2026Q1: 60,673 shares 60,673 $8.25M 0.05% +13,858 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,314 shares; 2024Q4: 16,147 shares; 2025Q1: 22,869 shares; 2025Q2: 24,775 shares; 2025Q3: 24,509 shares; 2025Q4: 29,860 shares; 2026Q1: 29,859 shares 29,859 $8.22M 0.05% -1 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: 28,978 shares; 2024Q4: 43,169 shares; 2025Q1: 74,136 shares; 2025Q2: 74,785 shares; 2025Q3: 74,843 shares; 2025Q4: 77,766 shares; 2026Q1: 73,615 shares 73,615 $8.2M 0.05% -4,151 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: 18,080 shares; 2024Q4: 18,615 shares; 2025Q1: 66,953 shares; 2025Q2: 68,411 shares; 2025Q3: 70,043 shares; 2025Q4: 84,535 shares; 2026Q1: 83,435 shares 83,435 $8.1M 0.05% -1,100 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: 9,151 shares; 2024Q4: 9,996 shares; 2025Q1: 10,569 shares; 2025Q2: 11,196 shares; 2025Q3: 11,609 shares; 2025Q4: 26,189 shares; 2026Q1: 27,139 shares 27,139 $8.02M 0.04% +950 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,686 shares; 2024Q4: 54,211 shares; 2025Q1: 59,161 shares; 2025Q2: 62,292 shares; 2025Q3: 67,068 shares; 2025Q4: 75,274 shares; 2026Q1: 67,678 shares 67,678 $7.96M 0.04% -7,596 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: 557,027 shares; 2024Q4: 607,675 shares; 2025Q1: 128,010 shares; 2025Q2: 106,911 shares; 2025Q3: 100,264 shares; 2025Q4: 116,610 shares; 2026Q1: 113,506 shares 113,506 $7.92M 0.04% -3,104 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,144 shares; 2024Q4: 35,613 shares; 2025Q1: 35,049 shares; 2025Q2: 40,483 shares; 2025Q3: 42,838 shares; 2025Q4: 42,880 shares; 2026Q1: 47,970 shares 47,970 $7.87M 0.04% +5,090 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,166 shares; 2024Q4: 8,495 shares; 2025Q1: 8,955 shares; 2025Q2: 9,954 shares; 2025Q3: 10,629 shares; 2025Q4: 11,959 shares; 2026Q1: 11,514 shares 11,514 $7.84M 0.04% -445 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: 89,268 shares; 2024Q4: 94,571 shares; 2025Q1: 100,191 shares; 2025Q2: 14,631 shares; 2025Q3: 14,878 shares; 2025Q4: 15,344 shares; 2026Q1: 15,810 shares 15,810 $7.77M 0.04% +466 Timeline IBHF ISHARES 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: 962,739 shares; 2026Q1: 337,972 shares 337,972 $7.76M 0.04% -624,767 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,060 shares; 2024Q4: 46,853 shares; 2025Q1: 52,195 shares; 2025Q2: 56,125 shares; 2025Q3: 61,071 shares; 2025Q4: 67,450 shares; 2026Q1: 65,507 shares 65,507 $7.75M 0.04% -1,943 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,157 shares; 2024Q4: 93,157 shares; 2025Q1: 91,265 shares; 2025Q2: 91,265 shares; 2025Q3: 91,265 shares; 2025Q4: 91,265 shares; 2026Q1: 91,265 shares 91,265 $7.74M 0.04% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,613 shares; 2024Q4: 52,087 shares; 2025Q1: 51,803 shares; 2025Q2: 50,281 shares; 2025Q3: 58,187 shares; 2025Q4: 67,822 shares; 2026Q1: 65,114 shares 65,114 $7.72M 0.04% -2,708 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: 2,058 shares; 2024Q4: 2,661 shares; 2025Q1: 2,928 shares; 2025Q2: 3,056 shares; 2025Q3: 3,334 shares; 2025Q4: 4,555 shares; 2026Q1: 5,206 shares 5,206 $7.67M 0.04% +651 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: 3,278 shares; 2024Q4: 7,584 shares; 2025Q1: 8,150 shares; 2025Q2: 8,105 shares; 2025Q3: 9,174 shares; 2025Q4: 11,405 shares; 2026Q1: 10,977 shares 10,977 $7.66M 0.04% -428 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,767 shares; 2024Q4: 77,658 shares; 2025Q1: 90,296 shares; 2025Q2: 96,505 shares; 2025Q3: 97,944 shares; 2025Q4: 96,580 shares; 2026Q1: 108,541 shares 108,541 $7.65M 0.04% +11,961 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,286 shares; 2024Q4: 6,518 shares; 2025Q1: 6,086 shares; 2025Q2: 6,157 shares; 2025Q3: 6,149 shares; 2025Q4: 6,321 shares; 2026Q1: 6,597 shares 6,597 $7.65M 0.04% +276 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: 16,206 shares; 2024Q4: 13,003 shares; 2025Q1: 22,628 shares; 2025Q2: 24,859 shares; 2025Q3: 50,629 shares; 2025Q4: 58,448 shares; 2026Q1: 51,543 shares 51,543 $7.63M 0.04% -6,905 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: 29,969 shares; 2024Q4: 34,040 shares; 2025Q1: 115,866 shares; 2025Q2: 72,999 shares; 2025Q3: 96,532 shares; 2025Q4: 158,598 shares; 2026Q1: 150,091 shares 150,091 $7.6M 0.04% -8,507 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 220,238 shares; 2025Q1: 171,743 shares; 2025Q2: 114,917 shares; 2025Q3: 108,597 shares; 2025Q4: 103,111 shares; 2026Q1: 101,591 shares 101,591 $7.43M 0.04% -1,520 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,949 shares; 2024Q4: 15,577 shares; 2025Q1: 16,912 shares; 2025Q2: 18,564 shares; 2025Q3: 19,571 shares; 2025Q4: 21,504 shares; 2026Q1: 20,532 shares 20,532 $7.35M 0.04% -972 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: 2,921 shares; 2024Q4: 3,423 shares; 2025Q1: 3,478 shares; 2025Q2: 4,195 shares; 2025Q3: 4,609 shares; 2025Q4: 5,452 shares; 2026Q1: 5,546 shares 5,546 $7.33M 0.04% +94 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,610 shares; 2024Q4: 102,127 shares; 2025Q1: 109,855 shares; 2025Q2: 118,434 shares; 2025Q3: 124,096 shares; 2025Q4: 132,275 shares; 2026Q1: 36,956 shares 36,956 $7.28M 0.04% -95,319 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,604 shares; 2024Q4: 27,066 shares; 2025Q1: 29,831 shares; 2025Q2: 33,399 shares; 2025Q3: 35,304 shares; 2025Q4: 39,385 shares; 2026Q1: 37,905 shares 37,905 $7.22M 0.04% -1,480 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: 14,098 shares; 2024Q4: 29,156 shares; 2025Q1: 34,669 shares; 2025Q2: 28,807 shares; 2025Q3: 28,631 shares; 2025Q4: 29,161 shares; 2026Q1: 27,537 shares 27,537 $7.21M 0.04% -1,624 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 335,128 shares; 2025Q4: 256,135 shares; 2026Q1: 201,543 shares 201,543 $7.2M 0.04% -54,592 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,863 shares; 2024Q4: 137,156 shares; 2025Q1: 134,570 shares; 2025Q2: 125,030 shares; 2025Q3: 269,530 shares; 2025Q4: 236,606 shares; 2026Q1: 213,112 shares 213,112 $7.18M 0.04% -23,494 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: 28,436 shares; 2024Q4: 35,755 shares; 2025Q1: 35,828 shares; 2025Q2: 37,108 shares; 2025Q3: 45,819 shares; 2025Q4: 47,962 shares; 2026Q1: 54,765 shares 54,765 $7.17M 0.04% +6,803 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354,595 shares; 2024Q4: 312,772 shares; 2025Q1: 253,818 shares; 2025Q2: 227,364 shares; 2025Q3: 163,065 shares; 2025Q4: 155,328 shares; 2026Q1: 141,120 shares 141,120 $7.15M 0.04% -14,208 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,007 shares; 2024Q4: 143,871 shares; 2025Q1: 148,717 shares; 2025Q2: 169,445 shares; 2025Q3: 170,987 shares; 2025Q4: 176,605 shares; 2026Q1: 172,670 shares 172,670 $7.13M 0.04% -3,935 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: 11,184 shares; 2024Q4: 17,891 shares; 2025Q1: 76,640 shares; 2025Q2: 77,037 shares; 2025Q3: 76,881 shares; 2025Q4: 81,290 shares; 2026Q1: 80,309 shares 80,309 $7.08M 0.04% -981 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: 95,742 shares; 2024Q4: 93,618 shares; 2025Q1: 65,000 shares; 2025Q2: 43,102 shares; 2025Q3: 44,611 shares; 2025Q4: 47,152 shares; 2026Q1: 50,178 shares 50,178 $6.99M 0.04% +3,026 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,112 shares; 2024Q4: 75,253 shares; 2025Q1: 75,065 shares; 2025Q2: 81,182 shares; 2025Q3: 79,513 shares; 2025Q4: 81,161 shares; 2026Q1: 80,351 shares 80,351 $6.92M 0.04% -810 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: 19,423 shares; 2024Q4: 102,750 shares; 2025Q1: 112,233 shares; 2025Q2: 124,428 shares; 2025Q3: 131,888 shares; 2025Q4: 148,143 shares; 2026Q1: 149,618 shares 149,618 $6.78M 0.04% +1,475 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: 28,296 shares; 2024Q4: 29,532 shares; 2025Q1: 30,883 shares; 2025Q2: 30,105 shares; 2025Q3: 30,676 shares; 2025Q4: 36,616 shares; 2026Q1: 37,182 shares 37,182 $6.77M 0.04% +566 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,068 shares; 2024Q4: 116,047 shares; 2025Q1: 125,277 shares; 2025Q2: 121,538 shares; 2025Q3: 120,101 shares; 2025Q4: 118,945 shares; 2026Q1: 127,176 shares 127,176 $6.71M 0.04% +8,231 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: 12,288 shares; 2024Q4: 12,890 shares; 2025Q1: 13,931 shares; 2025Q2: 14,373 shares; 2025Q3: 13,980 shares; 2025Q4: 13,596 shares; 2026Q1: 14,898 shares 14,898 $6.65M 0.04% +1,302 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: 27,119 shares; 2024Q4: 27,642 shares; 2025Q1: 32,777 shares; 2025Q2: 37,963 shares; 2025Q3: 41,795 shares; 2025Q4: 41,635 shares; 2026Q1: 42,951 shares 42,951 $6.56M 0.04% +1,316 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: 71,722 shares; 2024Q4: 85,683 shares; 2025Q1: 93,835 shares; 2025Q2: 104,758 shares; 2025Q3: 111,740 shares; 2025Q4: 130,801 shares; 2026Q1: 147,668 shares 147,668 $6.52M 0.04% +16,867 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,431 shares; 2024Q4: 13,242 shares; 2025Q1: 15,218 shares; 2025Q2: 15,813 shares; 2025Q3: 16,368 shares; 2025Q4: 19,829 shares; 2026Q1: 20,409 shares 20,409 $6.49M 0.04% +580 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219,681 shares; 2024Q4: 246,631 shares; 2025Q1: 209,274 shares; 2025Q2: 206,249 shares; 2025Q3: 201,173 shares; 2025Q4: 201,231 shares; 2026Q1: 198,546 shares 198,546 $6.48M 0.04% -2,685 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,355 shares; 2024Q4: 1,688 shares; 2025Q1: 2,253 shares; 2025Q2: 3,029 shares; 2025Q3: 3,676 shares; 2025Q4: 16,647 shares; 2026Q1: 20,058 shares 20,058 $6.45M 0.04% +3,411 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,495 shares; 2025Q4: 60,005 shares; 2026Q1: 48,437 shares 48,437 $6.45M 0.04% -11,568 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,551 shares; 2024Q4: 236,155 shares; 2025Q1: 152,187 shares; 2025Q2: 68,458 shares; 2025Q3: 57,649 shares; 2025Q4: 47,601 shares; 2026Q1: 44,160 shares 44,160 $6.44M 0.04% -3,441 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 112,528 shares; 2025Q2: 112,806 shares; 2025Q3: 112,965 shares; 2025Q4: 113,674 shares; 2026Q1: 112,992 shares 112,992 $6.32M 0.04% -682 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66,473 shares; 2025Q2: 79,479 shares; 2025Q3: 162,052 shares; 2025Q4: 151,333 shares; 2026Q1: 151,398 shares 151,398 $6.22M 0.03% +65 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: 50,862 shares; 2024Q4: 52,724 shares; 2025Q1: 57,171 shares; 2025Q2: 66,780 shares; 2025Q3: 69,985 shares; 2025Q4: 78,097 shares; 2026Q1: 73,223 shares 73,223 $6.22M 0.03% -4,874 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,148 shares; 2024Q4: 18,826 shares; 2025Q1: 20,758 shares; 2025Q2: 22,155 shares; 2025Q3: 23,779 shares; 2025Q4: 27,359 shares; 2026Q1: 27,981 shares 27,981 $6.19M 0.03% +622 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: 17,148 shares; 2024Q4: 18,218 shares; 2025Q1: 18,975 shares; 2025Q2: 20,401 shares; 2025Q3: 21,843 shares; 2025Q4: 25,224 shares; 2026Q1: 24,887 shares 24,887 $6.15M 0.03% -337 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: 16,269 shares; 2024Q4: 18,196 shares; 2025Q1: 26,640 shares; 2025Q2: 30,242 shares; 2025Q3: 30,515 shares; 2025Q4: 30,214 shares; 2026Q1: 33,745 shares 33,745 $6.08M 0.03% +3,531 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,229 shares; 2024Q4: 10,672 shares; 2025Q1: 11,309 shares; 2025Q2: 11,873 shares; 2025Q3: 12,393 shares; 2025Q4: 12,424 shares; 2026Q1: 10,326 shares 10,326 $6.08M 0.03% -2,098 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: 49,232 shares; 2024Q4: 52,759 shares; 2025Q1: 49,750 shares; 2025Q2: 51,595 shares; 2025Q3: 53,698 shares; 2025Q4: 55,851 shares; 2026Q1: 62,785 shares 62,785 $6.06M 0.03% +6,934 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: 7,020 shares; 2024Q4: 8,554 shares; 2025Q1: 7,569 shares; 2025Q2: 13,404 shares; 2025Q3: 14,081 shares; 2025Q4: 58,147 shares; 2026Q1: 61,809 shares 61,809 $6.01M 0.03% +3,662 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,150 shares; 2025Q1: 27,450 shares; 2025Q2: 33,514 shares; 2025Q3: 36,277 shares; 2025Q4: 41,194 shares; 2026Q1: 48,547 shares 48,547 $5.96M 0.03% +7,353 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,311 shares; 2024Q4: 65,598 shares; 2025Q1: 63,929 shares; 2025Q2: 68,858 shares; 2025Q3: 73,715 shares; 2025Q4: 84,872 shares; 2026Q1: 98,165 shares 98,165 $5.93M 0.03% +13,293 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,821 shares; 2024Q4: 68,420 shares; 2025Q1: 77,029 shares; 2025Q2: 84,190 shares; 2025Q3: 85,512 shares; 2025Q4: 88,719 shares; 2026Q1: 87,791 shares 87,791 $5.91M 0.03% -928 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,231 shares; 2024Q4: 2,754 shares; 2025Q1: 12,591 shares; 2025Q2: 11,452 shares; 2025Q3: 11,674 shares; 2025Q4: 16,028 shares; 2026Q1: 15,913 shares 15,913 $5.9M 0.03% -115 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216,197 shares; 2024Q4: 16,357 shares; 2025Q1: 14,836 shares; 2025Q2: 87,885 shares; 2025Q3: 81,208 shares; 2025Q4: 65,014 shares; 2026Q1: 64,633 shares 64,633 $5.84M 0.03% -381 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,782 shares; 2024Q4: 22,556 shares; 2025Q1: 26,893 shares; 2025Q2: 33,583 shares; 2025Q3: 38,043 shares; 2025Q4: 44,585 shares; 2026Q1: 46,242 shares 46,242 $5.84M 0.03% +1,657 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,136 shares; 2024Q4: 17,562 shares; 2025Q1: 18,669 shares; 2025Q2: 19,252 shares; 2025Q3: 20,327 shares; 2025Q4: 22,090 shares; 2026Q1: 23,721 shares 23,721 $5.81M 0.03% +1,631 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,626 shares; 2025Q1: 75,012 shares; 2025Q2: 77,037 shares; 2025Q3: 79,558 shares; 2025Q4: 81,723 shares; 2026Q1: 69,884 shares 69,884 $5.74M 0.03% -11,839 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 1,445 shares; 2025Q1: 16,702 shares; 2025Q2: 17,407 shares; 2025Q3: 17,382 shares; 2025Q4: 18,450 shares; 2026Q1: 19,215 shares 19,215 $5.72M 0.03% +765 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: 20,846 shares; 2024Q4: 23,304 shares; 2025Q1: 23,911 shares; 2025Q2: 22,763 shares; 2025Q3: 25,299 shares; 2025Q4: 24,883 shares; 2026Q1: 26,542 shares 26,542 $5.67M 0.03% +1,659 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,807 shares; 2024Q4: 64,968 shares; 2025Q1: 62,171 shares; 2025Q2: 65,025 shares; 2025Q3: 57,528 shares; 2025Q4: 56,131 shares; 2026Q1: 52,797 shares 52,797 $5.63M 0.03% -3,334 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: 47,086 shares; 2024Q4: 62,432 shares; 2025Q1: 50,841 shares; 2025Q2: 60,992 shares; 2025Q3: 61,377 shares; 2025Q4: 71,883 shares; 2026Q1: 77,485 shares 77,485 $5.61M 0.03% +5,602 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,738 shares; 2024Q4: 15,157 shares; 2025Q1: 16,016 shares; 2025Q2: 18,477 shares; 2025Q3: 19,476 shares; 2025Q4: 19,787 shares; 2026Q1: 19,330 shares 19,330 $5.59M 0.03% -457 Timeline CMPR CIMPRESS PLC More: the full row for CIMPRESS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,552 shares; 2024Q4: 100,087 shares; 2025Q1: 82,442 shares; 2025Q2: 82,461 shares; 2025Q3: 74,114 shares; 2025Q4: 73,010 shares; 2026Q1: 76,579 shares 76,579 $5.59M 0.03% +3,569 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: 9,438 shares; 2024Q4: 7,320 shares; 2025Q1: 74,490 shares; 2025Q2: 115,151 shares; 2025Q3: 94,087 shares; 2025Q4: 79,766 shares; 2026Q1: 79,181 shares 79,181 $5.56M 0.03% -585 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 752 shares; 2024Q4: 905 shares; 2025Q1: 877 shares; 2025Q2: 1,052 shares; 2025Q3: 1,063 shares; 2025Q4: 1,290 shares; 2026Q1: 1,317 shares 1,317 $5.55M 0.03% +27 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: 100,573 shares; 2024Q4: 41,722 shares; 2025Q1: 98,522 shares; 2025Q2: 88,471 shares; 2025Q3: 84,579 shares; 2025Q4: 60,812 shares; 2026Q1: 56,116 shares 56,116 $5.52M 0.03% -4,696 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: 20,392 shares; 2024Q4: 25,286 shares; 2025Q1: 25,535 shares; 2025Q2: 30,273 shares; 2025Q3: 33,321 shares; 2025Q4: 54,339 shares; 2026Q1: 64,773 shares 64,773 $5.52M 0.03% +10,434 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,062 shares; 2025Q2: 75,281 shares; 2025Q3: 70,408 shares; 2025Q4: 72,356 shares; 2026Q1: 68,475 shares 68,475 $5.52M 0.03% -3,881 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: 9,253 shares; 2024Q4: 9,731 shares; 2025Q1: 8,331 shares; 2025Q2: 8,717 shares; 2025Q3: 10,505 shares; 2025Q4: 14,228 shares; 2026Q1: 15,468 shares 15,468 $5.51M 0.03% +1,240 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,163 shares; 2024Q4: 7,762 shares; 2025Q1: 7,751 shares; 2025Q2: 10,394 shares; 2025Q3: 13,647 shares; 2025Q4: 17,355 shares; 2026Q1: 21,345 shares 21,345 $5.35M 0.03% +3,990 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: 95,415 shares; 2024Q4: 93,227 shares; 2025Q1: 96,195 shares; 2025Q2: 103,431 shares; 2025Q3: 110,901 shares; 2025Q4: 108,408 shares; 2026Q1: 98,447 shares 98,447 $5.33M 0.03% -9,961 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,709 shares; 2024Q4: 19,650 shares; 2025Q1: 21,030 shares; 2025Q2: 22,052 shares; 2025Q3: 23,343 shares; 2025Q4: 26,702 shares; 2026Q1: 27,030 shares 27,030 $5.3M 0.03% +328 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: 7,618 shares; 2024Q4: 8,560 shares; 2025Q1: 8,587 shares; 2025Q2: 9,684 shares; 2025Q3: 9,098 shares; 2025Q4: 11,181 shares; 2026Q1: 11,359 shares 11,359 $5.24M 0.03% +178 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,680 shares; 2024Q4: 47,841 shares; 2025Q1: 49,942 shares; 2025Q2: 58,567 shares; 2025Q3: 64,721 shares; 2025Q4: 70,715 shares; 2026Q1: 59,764 shares 59,764 $5.23M 0.03% -10,951 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,727 shares; 2024Q4: 3,417 shares; 2025Q1: 17,546 shares; 2025Q2: 27,905 shares; 2025Q3: 31,404 shares; 2025Q4: 33,117 shares; 2026Q1: 34,671 shares 34,671 $5.23M 0.03% +1,554 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: 12,873 shares; 2024Q4: 9,530 shares; 2025Q1: 27,597 shares; 2025Q2: 28,645 shares; 2025Q3: 27,337 shares; 2025Q4: 26,792 shares; 2026Q1: 24,575 shares 24,575 $5.19M 0.03% -2,217 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: 15,361 shares; 2024Q4: 16,554 shares; 2025Q1: 17,153 shares; 2025Q2: 17,182 shares; 2025Q3: 16,360 shares; 2025Q4: 21,523 shares; 2026Q1: 21,203 shares 21,203 $5.18M 0.03% -320 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: 1,424,525 shares; 2024Q4: 1,399,696 shares; 2025Q1: 1,400,543 shares; 2025Q2: 1,434,945 shares; 2025Q3: 1,454,150 shares; 2025Q4: 908,306 shares; 2026Q1: 189,111 shares 189,111 $5.17M 0.03% -719,195 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,569 shares; 2024Q4: 67,118 shares; 2025Q1: 69,770 shares; 2025Q2: 74,084 shares; 2025Q3: 77,840 shares; 2025Q4: 92,241 shares; 2026Q1: 89,414 shares 89,414 $5.15M 0.03% -2,827 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,122 shares; 2024Q4: 52,732 shares; 2025Q1: 48,816 shares; 2025Q2: 24,048 shares; 2025Q3: 24,097 shares; 2025Q4: 41,585 shares; 2026Q1: 42,414 shares 42,414 $5.14M 0.03% +829 Timeline MUNI 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: 14,976 shares; 2024Q4: 14,976 shares; 2025Q1: 14,976 shares; 2025Q2: 14,116 shares; 2025Q3: 112,919 shares; 2025Q4: 105,702 shares; 2026Q1: 98,494 shares 98,494 $5.14M 0.03% -7,208 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,588 shares; 2024Q4: 34,878 shares; 2025Q1: 33,886 shares; 2025Q2: 35,046 shares; 2025Q3: 31,664 shares; 2025Q4: 32,474 shares; 2026Q1: 32,403 shares 32,403 $5.14M 0.03% -71 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,721 shares; 2024Q4: 13,063 shares; 2025Q1: 13,270 shares; 2025Q2: 13,304 shares; 2025Q3: 13,159 shares; 2025Q4: 15,202 shares; 2026Q1: 15,907 shares 15,907 $5.13M 0.03% +705 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: not reported; 2024Q4: 271,537 shares; 2025Q1: 175,357 shares; 2025Q2: 97,879 shares; 2025Q3: 70,445 shares; 2025Q4: 55,355 shares; 2026Q1: 46,226 shares 46,226 $5.12M 0.03% -9,129 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,380 shares; 2024Q4: 113,797 shares; 2025Q1: 132,752 shares; 2025Q2: 133,293 shares; 2025Q3: 135,948 shares; 2025Q4: 137,944 shares; 2026Q1: 169,700 shares 169,700 $5.11M 0.03% +31,756 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,762 shares; 2024Q4: 8,472 shares; 2025Q1: 8,864 shares; 2025Q2: 17,371 shares; 2025Q3: 17,885 shares; 2025Q4: 16,602 shares; 2026Q1: 18,731 shares 18,731 $5.07M 0.03% +2,129 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: 11,053 shares; 2024Q4: 12,009 shares; 2025Q1: 13,441 shares; 2025Q2: 13,679 shares; 2025Q3: 12,491 shares; 2025Q4: 15,564 shares; 2026Q1: 15,505 shares 15,505 $5.07M 0.03% -59 Timeline ICSH ISHARES 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: 5,360 shares; 2025Q2: 7,060 shares; 2025Q3: 68,139 shares; 2025Q4: 110,640 shares; 2026Q1: 99,645 shares 99,645 $5.04M 0.03% -10,995 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: 4,433 shares; 2024Q4: 4,642 shares; 2025Q1: 4,725 shares; 2025Q2: 5,435 shares; 2025Q3: 5,999 shares; 2025Q4: 14,009 shares; 2026Q1: 13,939 shares 13,939 $5M 0.03% -70 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: 55,969 shares; 2024Q4: 48,714 shares; 2025Q1: 47,870 shares; 2025Q2: 52,609 shares; 2025Q3: 56,022 shares; 2025Q4: 70,639 shares; 2026Q1: 66,530 shares 66,530 $4.96M 0.03% -4,109 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,268 shares; 2024Q4: 1,149 shares; 2025Q1: not reported; 2025Q2: 2,067 shares; 2025Q3: 13,982 shares; 2025Q4: 17,797 shares; 2026Q1: 18,112 shares 18,112 $4.96M 0.03% +315 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,016 shares; 2024Q4: 7,239 shares; 2025Q1: 7,665 shares; 2025Q2: 8,915 shares; 2025Q3: 10,628 shares; 2025Q4: 10,838 shares; 2026Q1: 12,489 shares 12,489 $4.95M 0.03% +1,651 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: not reported; 2024Q4: not reported; 2025Q1: 74,774 shares; 2025Q2: 63,680 shares; 2025Q3: 71,972 shares; 2025Q4: 79,967 shares; 2026Q1: 70,008 shares 70,008 $4.92M 0.03% -9,959 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,429 shares; 2025Q1: 7,445 shares; 2025Q2: 12,430 shares; 2025Q3: 15,039 shares; 2025Q4: 16,577 shares; 2026Q1: 16,372 shares 16,372 $4.89M 0.03% -205 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,240 shares; 2024Q4: 54,815 shares; 2025Q1: 55,785 shares; 2025Q2: 56,756 shares; 2025Q3: 61,429 shares; 2025Q4: 61,723 shares; 2026Q1: 59,204 shares 59,204 $4.88M 0.03% -2,519 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: 852 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,506 shares; 2025Q3: 6,871 shares; 2025Q4: 8,334 shares; 2026Q1: 12,844 shares 12,844 $4.88M 0.03% +4,510 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 193,279 shares; 2025Q4: 193,482 shares; 2026Q1: 197,198 shares 197,198 $4.85M 0.03% +3,716 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: 52,477 shares; 2024Q4: 47,404 shares; 2025Q1: 48,682 shares; 2025Q2: 50,263 shares; 2025Q3: 55,384 shares; 2025Q4: 59,252 shares; 2026Q1: 67,323 shares 67,323 $4.84M 0.03% +8,071 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,234 shares; 2024Q4: 33,898 shares; 2025Q1: 35,004 shares; 2025Q2: 38,412 shares; 2025Q3: 42,568 shares; 2025Q4: 41,570 shares; 2026Q1: 42,237 shares 42,237 $4.81M 0.03% +667 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: 11,236 shares; 2024Q4: 12,074 shares; 2025Q1: 12,390 shares; 2025Q2: 12,962 shares; 2025Q3: 13,031 shares; 2025Q4: 13,997 shares; 2026Q1: 14,503 shares 14,503 $4.77M 0.03% +506 Timeline SCHV 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: 74,304 shares; 2024Q4: 217,169 shares; 2025Q1: 230,264 shares; 2025Q2: 153,645 shares; 2025Q3: 156,255 shares; 2025Q4: 157,532 shares; 2026Q1: 153,232 shares 153,232 $4.67M 0.03% -4,300 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,164 shares; 2024Q4: 254,842 shares; 2025Q1: 194,388 shares; 2025Q2: 109,699 shares; 2025Q3: 111,336 shares; 2025Q4: 93,240 shares; 2026Q1: 93,042 shares 93,042 $4.65M 0.03% -198 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,449 shares; 2024Q4: 17,676 shares; 2025Q1: 19,393 shares; 2025Q2: 21,392 shares; 2025Q3: 22,488 shares; 2025Q4: 23,880 shares; 2026Q1: 26,098 shares 26,098 $4.58M 0.03% +2,218 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: 2,560 shares; 2024Q4: 3,775 shares; 2025Q1: 3,891 shares; 2025Q2: 5,369 shares; 2025Q3: 6,939 shares; 2025Q4: 9,478 shares; 2026Q1: 11,689 shares 11,689 $4.58M 0.03% +2,211 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: 22,555 shares; 2024Q4: 21,249 shares; 2025Q1: 11,656 shares; 2025Q2: 6,525 shares; 2025Q3: 6,529 shares; 2025Q4: 35,909 shares; 2026Q1: 43,742 shares 43,742 $4.57M 0.03% +7,833 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,843 shares; 2024Q4: 21,873 shares; 2025Q1: 20,948 shares; 2025Q2: 19,009 shares; 2025Q3: 17,744 shares; 2025Q4: 17,110 shares; 2026Q1: 16,695 shares 16,695 $4.55M 0.03% -415 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: 7,108 shares; 2024Q4: 5,617 shares; 2025Q1: not reported; 2025Q2: 5,567 shares; 2025Q3: 6,955 shares; 2025Q4: 13,649 shares; 2026Q1: 16,684 shares 16,684 $4.51M 0.03% +3,035 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: 45,025 shares; 2024Q4: 47,766 shares; 2025Q1: 49,580 shares; 2025Q2: 49,889 shares; 2025Q3: 49,455 shares; 2025Q4: 46,455 shares; 2026Q1: 48,251 shares 48,251 $4.49M 0.03% +1,796 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: 13,382 shares; 2024Q4: 11,019 shares; 2025Q1: 15,434 shares; 2025Q2: 18,606 shares; 2025Q3: 21,908 shares; 2025Q4: 32,878 shares; 2026Q1: 41,179 shares 41,179 $4.46M 0.02% +8,301 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: 65,249 shares; 2024Q4: 73,589 shares; 2025Q1: 72,690 shares; 2025Q2: 76,057 shares; 2025Q3: 76,500 shares; 2025Q4: 77,915 shares; 2026Q1: 15,524 shares 15,524 $4.46M 0.02% -62,391 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,542 shares; 2024Q4: 118,875 shares; 2025Q1: 132,044 shares; 2025Q2: 129,836 shares; 2025Q3: 149,477 shares; 2025Q4: 153,759 shares; 2026Q1: 159,235 shares 159,235 $4.43M 0.02% +5,476 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,548 shares; 2024Q4: 238,637 shares; 2025Q1: 185,777 shares; 2025Q2: 217,018 shares; 2025Q3: 207,826 shares; 2025Q4: 215,243 shares; 2026Q1: 208,550 shares 208,550 $4.41M 0.02% -6,693 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,884 shares; 2024Q4: 78,037 shares; 2025Q1: 70,635 shares; 2025Q2: 68,713 shares; 2025Q3: 69,379 shares; 2025Q4: 70,365 shares; 2026Q1: 61,657 shares 61,657 $4.37M 0.02% -8,708 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: 13,519 shares; 2024Q4: 14,277 shares; 2025Q1: 15,406 shares; 2025Q2: 16,432 shares; 2025Q3: 17,603 shares; 2025Q4: 19,661 shares; 2026Q1: 20,972 shares 20,972 $4.36M 0.02% +1,311 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: 36,459 shares; 2024Q4: 40,891 shares; 2025Q1: 41,765 shares; 2025Q2: 44,835 shares; 2025Q3: 47,249 shares; 2025Q4: 55,551 shares; 2026Q1: 59,188 shares 59,188 $4.31M 0.02% +3,637 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: 6,302 shares; 2024Q4: 6,119 shares; 2025Q1: 5,658 shares; 2025Q2: 7,059 shares; 2025Q3: 7,401 shares; 2025Q4: 9,104 shares; 2026Q1: 11,009 shares 11,009 $4.3M 0.02% +1,905 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: 474,837 shares; 2024Q4: 496,984 shares; 2025Q1: 81,040 shares; 2025Q2: 72,281 shares; 2025Q3: 75,962 shares; 2025Q4: 76,951 shares; 2026Q1: 83,632 shares 83,632 $4.3M 0.02% +6,681 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: 261,662 shares; 2024Q4: 220,015 shares; 2025Q1: 207,634 shares; 2025Q2: 210,791 shares; 2025Q3: 200,901 shares; 2025Q4: 251,543 shares; 2026Q1: 372,324 shares 372,324 $4.3M 0.02% +120,781 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: 72,228 shares; 2024Q4: 34,859 shares; 2025Q1: 31,925 shares; 2025Q2: 43,790 shares; 2025Q3: 47,148 shares; 2025Q4: 52,733 shares; 2026Q1: 49,485 shares 49,485 $4.29M 0.02% -3,248 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: 20,803 shares; 2024Q4: 22,319 shares; 2025Q1: 19,735 shares; 2025Q2: 21,644 shares; 2025Q3: 22,166 shares; 2025Q4: 24,522 shares; 2026Q1: 22,559 shares 22,559 $4.28M 0.02% -1,963 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: 82,890 shares; 2024Q4: 39,688 shares; 2025Q1: 40,073 shares; 2025Q2: 44,413 shares; 2025Q3: 44,813 shares; 2025Q4: 47,392 shares; 2026Q1: 47,588 shares 47,588 $4.26M 0.02% +196 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: 220,210 shares; 2024Q4: 204,547 shares; 2025Q1: 182,411 shares; 2025Q2: 23,856 shares; 2025Q3: 24,680 shares; 2025Q4: 31,276 shares; 2026Q1: 32,320 shares 32,320 $4.23M 0.02% +1,044 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: 46,215 shares; 2024Q4: 41,510 shares; 2025Q1: 45,490 shares; 2025Q2: 49,953 shares; 2025Q3: 42,698 shares; 2025Q4: 43,168 shares; 2026Q1: 43,187 shares 43,187 $4.2M 0.02% +19 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,780 shares; 2024Q4: 49,975 shares; 2025Q1: 34,811 shares; 2025Q2: 31,647 shares; 2025Q3: 31,692 shares; 2025Q4: 31,680 shares; 2026Q1: 31,680 shares 31,680 $4.2M 0.02% 0 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: 20,641 shares; 2024Q4: 20,073 shares; 2025Q1: 32,396 shares; 2025Q2: 27,931 shares; 2025Q3: 27,996 shares; 2025Q4: 28,890 shares; 2026Q1: 28,585 shares 28,585 $4.19M 0.02% -305 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,800 shares; 2024Q4: 34,727 shares; 2025Q1: 34,030 shares; 2025Q2: 33,806 shares; 2025Q3: 32,288 shares; 2025Q4: 39,488 shares; 2026Q1: 41,534 shares 41,534 $4.18M 0.02% +2,046 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: 8,157 shares; 2024Q4: 8,211 shares; 2025Q1: 8,590 shares; 2025Q2: 10,063 shares; 2025Q3: 9,928 shares; 2025Q4: 14,528 shares; 2026Q1: 17,171 shares 17,171 $4.17M 0.02% +2,643 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: 6,359 shares; 2024Q4: 7,434 shares; 2025Q1: 7,549 shares; 2025Q2: 15,919 shares; 2025Q3: 18,297 shares; 2025Q4: 24,301 shares; 2026Q1: 22,849 shares 22,849 $4.17M 0.02% -1,452 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 93,926 shares; 2026Q1: 83,089 shares 83,089 $4.16M 0.02% -10,837 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,535 shares; 2024Q4: 13,496 shares; 2025Q1: 14,052 shares; 2025Q2: 19,795 shares; 2025Q3: 22,187 shares; 2025Q4: 28,916 shares; 2026Q1: 36,498 shares 36,498 $4.13M 0.02% +7,582 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: 6,989 shares; 2024Q4: 7,172 shares; 2025Q1: 8,907 shares; 2025Q2: 9,063 shares; 2025Q3: 12,290 shares; 2025Q4: 13,845 shares; 2026Q1: 14,007 shares 14,007 $4.02M 0.02% +162 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: 9,255 shares; 2024Q4: 181,695 shares; 2025Q1: 127,534 shares; 2025Q2: 64,787 shares; 2025Q3: 57,425 shares; 2025Q4: 97,661 shares; 2026Q1: 87,625 shares 87,625 $4.02M 0.02% -10,036 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: 17,441 shares; 2024Q4: 19,467 shares; 2025Q1: 19,714 shares; 2025Q2: 22,456 shares; 2025Q3: 23,663 shares; 2025Q4: 27,751 shares; 2026Q1: 30,680 shares 30,680 $4.02M 0.02% +2,929 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,930 shares; 2024Q4: 2,492 shares; 2025Q1: 10,155 shares; 2025Q2: 10,292 shares; 2025Q3: 9,930 shares; 2025Q4: 11,400 shares; 2026Q1: 11,311 shares 11,311 $4M 0.02% -89 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,285 shares 20,285 $4M 0.02% new 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: 1,504 shares; 2024Q4: 1,413 shares; 2025Q1: 1,431 shares; 2025Q2: 1,691 shares; 2025Q3: 2,124 shares; 2025Q4: 3,117 shares; 2026Q1: 2,900 shares 2,900 $4M 0.02% -217 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: 2,466 shares; 2024Q4: 2,605 shares; 2025Q1: 39,551 shares; 2025Q2: 35,358 shares; 2025Q3: 37,626 shares; 2025Q4: 31,215 shares; 2026Q1: 36,607 shares 36,607 $3.99M 0.02% +5,392 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,368 shares; 2024Q4: 78,201 shares; 2025Q1: 85,944 shares; 2025Q2: 91,100 shares; 2025Q3: 98,045 shares; 2025Q4: 107,642 shares; 2026Q1: 112,095 shares 112,095 $3.98M 0.02% +4,453 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: 4,981 shares; 2024Q4: 6,179 shares; 2025Q1: 10,977 shares; 2025Q2: 23,137 shares; 2025Q3: 24,534 shares; 2025Q4: 28,608 shares; 2026Q1: 43,136 shares 43,136 $3.95M 0.02% +14,528 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: 114,523 shares; 2024Q4: 126,446 shares; 2025Q1: 144,076 shares; 2025Q2: 151,827 shares; 2025Q3: 177,167 shares; 2025Q4: 203,784 shares; 2026Q1: 95,859 shares 95,859 $3.94M 0.02% -107,925 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,113 shares; 2024Q4: 14,020 shares; 2025Q1: 14,938 shares; 2025Q2: 16,027 shares; 2025Q3: 17,698 shares; 2025Q4: 19,848 shares; 2026Q1: 19,176 shares 19,176 $3.93M 0.02% -672 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: 8,122 shares; 2024Q4: 8,923 shares; 2025Q1: 8,590 shares; 2025Q2: 9,656 shares; 2025Q3: 9,715 shares; 2025Q4: 12,388 shares; 2026Q1: 14,049 shares 14,049 $3.92M 0.02% +1,661 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: 2,033 shares; 2024Q4: 2,065 shares; 2025Q1: 2,135 shares; 2025Q2: 36,119 shares; 2025Q3: 37,839 shares; 2025Q4: 38,660 shares; 2026Q1: 42,297 shares 42,297 $3.9M 0.02% +3,637 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: 14,255 shares; 2024Q4: 14,653 shares; 2025Q1: 13,425 shares; 2025Q2: 13,637 shares; 2025Q3: 14,294 shares; 2025Q4: 17,367 shares; 2026Q1: 18,538 shares 18,538 $3.89M 0.02% +1,171 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: 47,708 shares; 2024Q4: 41,157 shares; 2025Q1: 44,905 shares; 2025Q2: 47,730 shares; 2025Q3: 44,569 shares; 2025Q4: 75,546 shares; 2026Q1: 54,113 shares 54,113 $3.89M 0.02% -21,433 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,503 shares; 2024Q4: 6,729 shares; 2025Q1: 7,667 shares; 2025Q2: 7,353 shares; 2025Q3: 6,849 shares; 2025Q4: 8,447 shares; 2026Q1: 8,715 shares 8,715 $3.87M 0.02% +268 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,630 shares; 2024Q4: 7,174 shares; 2025Q1: 9,392 shares; 2025Q2: 9,683 shares; 2025Q3: 9,898 shares; 2025Q4: 12,428 shares; 2026Q1: 12,321 shares 12,321 $3.87M 0.02% -107 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,007 shares; 2024Q4: 38,367 shares; 2025Q1: 30,617 shares; 2025Q2: 35,133 shares; 2025Q3: 49,289 shares; 2025Q4: 49,391 shares; 2026Q1: 53,010 shares 53,010 $3.86M 0.02% +3,619 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: 7,824 shares; 2024Q4: 9,131 shares; 2025Q1: 10,183 shares; 2025Q2: 14,574 shares; 2025Q3: 18,044 shares; 2025Q4: 19,002 shares; 2026Q1: 19,477 shares 19,477 $3.85M 0.02% +475 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,777 shares; 2025Q3: 32,633 shares; 2025Q4: 38,680 shares; 2026Q1: 40,792 shares 40,792 $3.84M 0.02% +2,112 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,602 shares; 2024Q4: 3,048 shares; 2025Q1: 24,184 shares; 2025Q2: 27,488 shares; 2025Q3: 27,777 shares; 2025Q4: 30,032 shares; 2026Q1: 27,497 shares 27,497 $3.83M 0.02% -2,535 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: 10,293 shares; 2024Q4: 10,289 shares; 2025Q1: 12,168 shares; 2025Q2: 23,117 shares; 2025Q3: 21,703 shares; 2025Q4: 26,076 shares; 2026Q1: 24,328 shares 24,328 $3.83M 0.02% -1,748 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,384 shares; 2025Q2: 8,393 shares; 2025Q3: 8,442 shares; 2025Q4: 8,698 shares; 2026Q1: 8,883 shares 8,883 $3.76M 0.02% +185 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,209 shares; 2025Q2: 22,262 shares; 2025Q3: 21,917 shares; 2025Q4: 21,918 shares; 2026Q1: 20,662 shares 20,662 $3.72M 0.02% -1,256 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: 2,156 shares; 2024Q4: 3,143 shares; 2025Q1: 3,174 shares; 2025Q2: 4,086 shares; 2025Q3: 5,103 shares; 2025Q4: 9,388 shares; 2026Q1: 9,329 shares 9,329 $3.71M 0.02% -59 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: 5,906 shares; 2024Q4: 7,026 shares; 2025Q1: 6,681 shares; 2025Q2: 6,752 shares; 2025Q3: 6,601 shares; 2025Q4: 8,029 shares; 2026Q1: 8,529 shares 8,529 $3.7M 0.02% +500 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 169,318 shares; 2026Q1: 160,243 shares 160,243 $3.69M 0.02% -9,075 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,009 shares; 2024Q4: 8,718 shares; 2025Q1: 11,361 shares; 2025Q2: 12,130 shares; 2025Q3: 12,760 shares; 2025Q4: 16,874 shares; 2026Q1: 17,770 shares 17,770 $3.68M 0.02% +896 Timeline SCHY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 183,929 shares; 2025Q4: 141,890 shares; 2026Q1: 115,758 shares 115,758 $3.66M 0.02% -26,132 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: 14,330 shares; 2024Q4: 12,313 shares; 2025Q1: 13,813 shares; 2025Q2: 19,953 shares; 2025Q3: 23,545 shares; 2025Q4: 26,192 shares; 2026Q1: 27,674 shares 27,674 $3.66M 0.02% +1,482 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: 18,207 shares; 2024Q4: 18,454 shares; 2025Q1: 17,476 shares; 2025Q2: 19,751 shares; 2025Q3: 21,351 shares; 2025Q4: 22,569 shares; 2026Q1: 30,599 shares 30,599 $3.63M 0.02% +8,030 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80,119 shares; 2025Q2: 80,165 shares; 2025Q3: 80,257 shares; 2025Q4: 83,237 shares; 2026Q1: 80,820 shares 80,820 $3.62M 0.02% -2,417 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,274 shares; 2024Q4: 16,271 shares; 2025Q1: 18,916 shares; 2025Q2: 25,121 shares; 2025Q3: 28,771 shares; 2025Q4: 44,302 shares; 2026Q1: 54,240 shares 54,240 $3.61M 0.02% +9,938 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,668 shares; 2024Q4: 13,611 shares; 2025Q1: 13,597 shares; 2025Q2: 13,848 shares; 2025Q3: 14,703 shares; 2025Q4: 27,756 shares; 2026Q1: 26,658 shares 26,658 $3.61M 0.02% -1,098 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,207 shares; 2025Q2: 29,141 shares; 2025Q3: 92,973 shares; 2025Q4: 83,154 shares; 2026Q1: 84,723 shares 84,723 $3.59M 0.02% +1,569 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,527 shares; 2024Q4: 15,037 shares; 2025Q1: 13,628 shares; 2025Q2: 18,275 shares; 2025Q3: 21,973 shares; 2025Q4: 77,860 shares; 2026Q1: 58,540 shares 58,540 $3.59M 0.02% -19,320 Timeline SCHM 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: 26,528 shares; 2024Q4: 85,060 shares; 2025Q1: 82,690 shares; 2025Q2: 110,633 shares; 2025Q3: 108,530 shares; 2025Q4: 114,454 shares; 2026Q1: 115,062 shares 115,062 $3.56M 0.02% +608 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: 20,241 shares; 2024Q4: 22,794 shares; 2025Q1: 23,332 shares; 2025Q2: 30,414 shares; 2025Q3: 30,879 shares; 2025Q4: 41,342 shares; 2026Q1: 49,208 shares 49,208 $3.56M 0.02% +7,866 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,552 shares; 2024Q4: 20,261 shares; 2025Q1: 26,306 shares; 2025Q2: 26,563 shares; 2025Q3: 23,474 shares; 2025Q4: 24,189 shares; 2026Q1: 21,434 shares 21,434 $3.56M 0.02% -2,755 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,302 shares; 2024Q4: 83,569 shares; 2025Q1: 113,092 shares; 2025Q2: 126,542 shares; 2025Q3: 127,243 shares; 2025Q4: 125,166 shares; 2026Q1: 171,616 shares 171,616 $3.55M 0.02% +46,450 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 83,967 shares; 2025Q1: 89,478 shares; 2025Q2: 31,798 shares; 2025Q3: 29,964 shares; 2025Q4: 26,340 shares; 2026Q1: 26,349 shares 26,349 $3.55M 0.02% +9 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,540 shares; 2024Q4: 21,224 shares; 2025Q1: 40,485 shares; 2025Q2: 43,282 shares; 2025Q3: 48,823 shares; 2025Q4: 59,027 shares; 2026Q1: 52,020 shares 52,020 $3.54M 0.02% -7,007 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,521 shares; 2025Q2: 37,286 shares; 2025Q3: 39,003 shares; 2025Q4: 36,898 shares; 2026Q1: 36,953 shares 36,953 $3.5M 0.02% +55 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,315 shares; 2024Q4: 13,582 shares; 2025Q1: 13,822 shares; 2025Q2: 17,140 shares; 2025Q3: 17,205 shares; 2025Q4: 21,682 shares; 2026Q1: 22,470 shares 22,470 $3.49M 0.02% +788 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345,722 shares; 2024Q4: 406,644 shares; 2025Q1: 342,672 shares; 2025Q2: 309,774 shares; 2025Q3: 322,047 shares; 2025Q4: 316,124 shares; 2026Q1: 297,792 shares 297,792 $3.49M 0.02% -18,332 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: 2,996 shares; 2024Q4: 4,149 shares; 2025Q1: 3,979 shares; 2025Q2: 4,028 shares; 2025Q3: 4,723 shares; 2025Q4: 6,398 shares; 2026Q1: 6,487 shares 6,487 $3.49M 0.02% +89 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,950 shares; 2024Q4: 4,736 shares; 2025Q1: 6,018 shares; 2025Q2: 8,200 shares; 2025Q3: 9,009 shares; 2025Q4: 14,190 shares; 2026Q1: 15,108 shares 15,108 $3.48M 0.02% +918 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,213 shares; 2025Q4: 4,772 shares; 2026Q1: 5,475 shares 5,475 $3.48M 0.02% +703 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: 98,593 shares; 2024Q4: 100,042 shares; 2025Q1: 104,755 shares; 2025Q2: 47,289 shares; 2025Q3: 41,666 shares; 2025Q4: 41,050 shares; 2026Q1: 35,472 shares 35,472 $3.47M 0.02% -5,578 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: 73,497 shares; 2024Q4: 72,016 shares; 2025Q1: 74,869 shares; 2025Q2: 74,290 shares; 2025Q3: 72,931 shares; 2025Q4: 72,525 shares; 2026Q1: 71,608 shares 71,608 $3.46M 0.02% -917 Timeline CORP 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: 3,591 shares; 2024Q4: 2,745 shares; 2025Q1: 2,797 shares; 2025Q2: 2,494 shares; 2025Q3: 68,960 shares; 2025Q4: 46,774 shares; 2026Q1: 35,653 shares 35,653 $3.45M 0.02% -11,121 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,492 shares; 2024Q4: 19,352 shares; 2025Q1: 19,725 shares; 2025Q2: 55,418 shares; 2025Q3: 69,399 shares; 2025Q4: 87,862 shares; 2026Q1: 117,443 shares 117,443 $3.44M 0.02% +29,581 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: 5,576 shares; 2024Q4: 5,855 shares; 2025Q1: 7,003 shares; 2025Q2: 8,509 shares; 2025Q3: 8,676 shares; 2025Q4: 9,547 shares; 2026Q1: 8,086 shares 8,086 $3.44M 0.02% -1,461 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: 35,711 shares; 2024Q4: 42,698 shares; 2025Q1: 46,505 shares; 2025Q2: 52,368 shares; 2025Q3: 60,347 shares; 2025Q4: 63,197 shares; 2026Q1: 67,924 shares 67,924 $3.42M 0.02% +4,727 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,463 shares; 2024Q4: 20,565 shares; 2025Q1: 26,448 shares; 2025Q2: 35,803 shares; 2025Q3: 40,245 shares; 2025Q4: 44,852 shares; 2026Q1: 43,012 shares 43,012 $3.42M 0.02% -1,840 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,860 shares; 2024Q4: 23,326 shares; 2025Q1: 21,882 shares; 2025Q2: 22,350 shares; 2025Q3: 21,701 shares; 2025Q4: 35,127 shares; 2026Q1: 35,538 shares 35,538 $3.41M 0.02% +411 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,373 shares; 2024Q4: 47,413 shares; 2025Q1: 34,739 shares; 2025Q2: 23,128 shares; 2025Q3: 52,397 shares; 2025Q4: 44,454 shares; 2026Q1: 37,163 shares 37,163 $3.4M 0.02% -7,291 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,865 shares; 2024Q4: 25,929 shares; 2025Q1: 27,921 shares; 2025Q2: 30,778 shares; 2025Q3: 32,631 shares; 2025Q4: 36,359 shares; 2026Q1: 38,644 shares 38,644 $3.39M 0.02% +2,285 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,719 shares; 2024Q4: 16,410 shares; 2025Q1: 15,010 shares; 2025Q2: 15,181 shares; 2025Q3: 17,573 shares; 2025Q4: 19,608 shares; 2026Q1: 23,036 shares 23,036 $3.37M 0.02% +3,428 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,989 shares; 2024Q4: 7,417 shares; 2025Q1: 7,411 shares; 2025Q2: 7,640 shares; 2025Q3: 7,706 shares; 2025Q4: 9,413 shares; 2026Q1: 11,019 shares 11,019 $3.35M 0.02% +1,606 Timeline GII 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: 59,267 shares; 2024Q4: 56,270 shares; 2025Q1: 47,251 shares; 2025Q2: 47,743 shares; 2025Q3: 46,725 shares; 2025Q4: 45,006 shares; 2026Q1: 43,914 shares 43,914 $3.34M 0.02% -1,092 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: 115,430 shares; 2024Q4: 130,509 shares; 2025Q1: 170,440 shares; 2025Q2: 184,725 shares; 2025Q3: 17,787 shares; 2025Q4: 17,085 shares; 2026Q1: 19,058 shares 19,058 $3.31M 0.02% +1,973 Timeline GAP GAP INC More: the full row for GAP 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: 119,571 shares; 2025Q4: 139,559 shares; 2026Q1: 136,579 shares 136,579 $3.31M 0.02% -2,980 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: 10,603 shares; 2024Q4: 10,565 shares; 2025Q1: 10,595 shares; 2025Q2: 14,331 shares; 2025Q3: 15,745 shares; 2025Q4: 15,253 shares; 2026Q1: 22,820 shares 22,820 $3.3M 0.02% +7,567 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: 72,722 shares; 2024Q4: 198,171 shares; 2025Q1: 155,577 shares; 2025Q2: 87,053 shares; 2025Q3: 78,711 shares; 2025Q4: 73,716 shares; 2026Q1: 69,536 shares 69,536 $3.26M 0.02% -4,180 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: not reported; 2024Q4: 4,427 shares; 2025Q1: 5,048 shares; 2025Q2: 21,911 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,333 shares 70,333 $3.25M 0.02% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,659 shares; 2024Q4: 35,133 shares; 2025Q1: 34,708 shares; 2025Q2: 49,668 shares; 2025Q3: 51,979 shares; 2025Q4: 53,120 shares; 2026Q1: 48,966 shares 48,966 $3.24M 0.02% -4,154 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,331 shares; 2024Q4: 41,264 shares; 2025Q1: 45,086 shares; 2025Q2: 41,928 shares; 2025Q3: 42,038 shares; 2025Q4: 40,660 shares; 2026Q1: 40,674 shares 40,674 $3.22M 0.02% +14 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: 34,481 shares; 2024Q4: 35,097 shares; 2025Q1: 38,333 shares; 2025Q2: 40,827 shares; 2025Q3: 43,117 shares; 2025Q4: 65,118 shares; 2026Q1: 69,896 shares 69,896 $3.21M 0.02% +4,778 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,047 shares; 2024Q4: 6,890 shares; 2025Q1: 7,053 shares; 2025Q2: 9,986 shares; 2025Q3: 11,232 shares; 2025Q4: 14,352 shares; 2026Q1: 15,745 shares 15,745 $3.21M 0.02% +1,393 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: 5,023 shares; 2024Q4: 5,477 shares; 2025Q1: 5,247 shares; 2025Q2: 5,621 shares; 2025Q3: 5,629 shares; 2025Q4: 6,467 shares; 2026Q1: 7,672 shares 7,672 $3.2M 0.02% +1,205 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: 4,058 shares; 2024Q4: 14,752 shares; 2025Q1: 15,217 shares; 2025Q2: 12,315 shares; 2025Q3: 13,352 shares; 2025Q4: 12,627 shares; 2026Q1: 21,242 shares 21,242 $3.19M 0.02% +8,615 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: 13,677 shares; 2024Q4: 15,096 shares; 2025Q1: 22,798 shares; 2025Q2: 21,225 shares; 2025Q3: 20,674 shares; 2025Q4: 22,204 shares; 2026Q1: 21,728 shares 21,728 $3.17M 0.02% -476 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,305 shares; 2024Q4: 8,503 shares; 2025Q1: 9,328 shares; 2025Q2: 9,301 shares; 2025Q3: 9,277 shares; 2025Q4: 16,058 shares; 2026Q1: 14,603 shares 14,603 $3.16M 0.02% -1,455 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,301 shares; 2024Q4: 15,190 shares; 2025Q1: 15,808 shares; 2025Q2: 18,823 shares; 2025Q3: 21,062 shares; 2025Q4: 21,672 shares; 2026Q1: 19,475 shares 19,475 $3.15M 0.02% -2,197 Timeline VSGX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,390 shares; 2025Q4: 40,842 shares; 2026Q1: 43,697 shares 43,697 $3.13M 0.02% +2,855 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: 834 shares; 2024Q4: 1,635 shares; 2025Q1: 2,013 shares; 2025Q2: 2,388 shares; 2025Q3: 2,410 shares; 2025Q4: 2,688 shares; 2026Q1: 2,859 shares 2,859 $3.13M 0.02% +171 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: 29,910 shares; 2024Q4: 30,050 shares; 2025Q1: 32,019 shares; 2025Q2: 38,726 shares; 2025Q3: 37,948 shares; 2025Q4: 36,374 shares; 2026Q1: 53,020 shares 53,020 $3.12M 0.02% +16,646 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,863 shares; 2024Q4: 33,944 shares; 2025Q1: 33,830 shares; 2025Q2: 39,807 shares; 2025Q3: 42,739 shares; 2025Q4: 48,001 shares; 2026Q1: 61,331 shares 61,331 $3.11M 0.02% +13,330 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,126 shares; 2024Q4: 25,394 shares; 2025Q1: 27,638 shares; 2025Q2: 29,024 shares; 2025Q3: 30,769 shares; 2025Q4: 33,089 shares; 2026Q1: 34,605 shares 34,605 $3.1M 0.02% +1,516 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,292 shares; 2024Q4: 9,027 shares; 2025Q1: 4,956 shares; 2025Q2: 8,365 shares; 2025Q3: 11,007 shares; 2025Q4: 11,675 shares; 2026Q1: 27,002 shares 27,002 $3.1M 0.02% +15,327 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,927 shares; 2025Q2: 78,012 shares; 2025Q3: 76,847 shares; 2025Q4: 76,869 shares; 2026Q1: 78,404 shares 78,404 $3.1M 0.02% +1,535 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,032 shares; 2024Q4: 11,290 shares; 2025Q1: 12,041 shares; 2025Q2: 13,876 shares; 2025Q3: 14,073 shares; 2025Q4: 11,328 shares; 2026Q1: 18,091 shares 18,091 $3.1M 0.02% +6,763 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,597 shares; 2025Q1: 30,076 shares; 2025Q2: 34,603 shares; 2025Q3: 30,892 shares; 2025Q4: 33,497 shares; 2026Q1: 30,487 shares 30,487 $3.09M 0.02% -3,010 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,697 shares; 2024Q4: 130,512 shares; 2025Q1: 126,369 shares; 2025Q2: 173,835 shares; 2025Q3: 206,461 shares; 2025Q4: 210,642 shares; 2026Q1: 273,481 shares 273,481 $3.08M 0.02% +62,839 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,667 shares; 2024Q4: 96,846 shares; 2025Q1: 101,583 shares; 2025Q2: 127,674 shares; 2025Q3: 132,914 shares; 2025Q4: 138,624 shares; 2026Q1: 141,149 shares 141,149 $3.06M 0.02% +2,525 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,392 shares; 2024Q4: 30,271 shares; 2025Q1: 38,455 shares; 2025Q2: 40,748 shares; 2025Q3: 41,873 shares; 2025Q4: 47,551 shares; 2026Q1: 48,236 shares 48,236 $3.03M 0.02% +685 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,298 shares; 2025Q4: 71,830 shares; 2026Q1: 56,251 shares 56,251 $3.02M 0.02% -15,579 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,976 shares; 2024Q4: 8,837 shares; 2025Q1: 9,023 shares; 2025Q2: 9,341 shares; 2025Q3: 9,940 shares; 2025Q4: 10,412 shares; 2026Q1: 14,666 shares 14,666 $3.02M 0.02% +4,254 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,051 shares; 2024Q4: 85,120 shares; 2025Q1: 88,493 shares; 2025Q2: 90,895 shares; 2025Q3: 97,630 shares; 2025Q4: 99,231 shares; 2026Q1: 152,886 shares 152,886 $3.02M 0.02% +53,655 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: 2,941 shares; 2024Q4: 2,940 shares; 2025Q1: 2,976 shares; 2025Q2: 3,750 shares; 2025Q3: 4,142 shares; 2025Q4: 4,254 shares; 2026Q1: 4,418 shares 4,418 $3.01M 0.02% +164 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,443 shares; 2025Q3: 3,956 shares; 2025Q4: 7,604 shares; 2026Q1: 7,717 shares 7,717 $3M 0.02% +113 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: 2,699 shares; 2024Q4: 2,951 shares; 2025Q1: 2,860 shares; 2025Q2: 3,232 shares; 2025Q3: 3,306 shares; 2025Q4: 4,179 shares; 2026Q1: 4,088 shares 4,088 $2.98M 0.02% -91 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: 9,137 shares; 2024Q4: 11,008 shares; 2025Q1: 16,023 shares; 2025Q2: 44,441 shares; 2025Q3: 49,664 shares; 2025Q4: 55,664 shares; 2026Q1: 64,039 shares 64,039 $2.97M 0.02% +8,375 Timeline DT DYNATRACE INC More: the full row for DYNATRACE 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: 28,530 shares; 2025Q3: 66,393 shares; 2025Q4: 76,395 shares; 2026Q1: 80,341 shares 80,341 $2.97M 0.02% +3,946 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,671 shares; 2024Q4: 22,876 shares; 2025Q1: 24,714 shares; 2025Q2: 31,995 shares; 2025Q3: 36,841 shares; 2025Q4: 44,558 shares; 2026Q1: 49,442 shares 49,442 $2.97M 0.02% +4,884 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,305 shares; 2024Q4: 32,891 shares; 2025Q1: 13,579 shares; 2025Q2: 16,036 shares; 2025Q3: 16,512 shares; 2025Q4: 20,718 shares; 2026Q1: 21,188 shares 21,188 $2.96M 0.02% +470 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,538 shares; 2024Q4: 4,976 shares; 2025Q1: 4,701 shares; 2025Q2: 6,706 shares; 2025Q3: 7,425 shares; 2025Q4: 8,492 shares; 2026Q1: 10,607 shares 10,607 $2.95M 0.02% +2,115 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,947 shares; 2024Q4: 16,018 shares; 2025Q1: 16,969 shares; 2025Q2: 20,637 shares; 2025Q3: 19,643 shares; 2025Q4: 24,939 shares; 2026Q1: 26,853 shares 26,853 $2.95M 0.02% +1,914 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: 3,213 shares; 2024Q4: 3,731 shares; 2025Q1: 77,491 shares; 2025Q2: 11,256 shares; 2025Q3: 14,749 shares; 2025Q4: 25,408 shares; 2026Q1: 27,021 shares 27,021 $2.94M 0.02% +1,613 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,101 shares; 2024Q4: 15,306 shares; 2025Q1: 16,094 shares; 2025Q2: 21,887 shares; 2025Q3: 24,528 shares; 2025Q4: 32,957 shares; 2026Q1: 32,351 shares 32,351 $2.94M 0.02% -606 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: 22,682 shares; 2024Q4: 15,635 shares; 2025Q1: 15,940 shares; 2025Q2: 24,966 shares; 2025Q3: 28,574 shares; 2025Q4: 34,143 shares; 2026Q1: 34,861 shares 34,861 $2.92M 0.02% +718 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: 2,115 shares; 2024Q4: 2,484 shares; 2025Q1: 2,470 shares; 2025Q2: 2,475 shares; 2025Q3: 11,630 shares; 2025Q4: 10,280 shares; 2026Q1: 9,607 shares 9,607 $2.9M 0.02% -673 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: 6,299 shares; 2024Q4: 7,485 shares; 2025Q1: 7,752 shares; 2025Q2: 7,148 shares; 2025Q3: 7,442 shares; 2025Q4: 10,071 shares; 2026Q1: 11,152 shares 11,152 $2.9M 0.02% +1,081 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,685 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,769 shares; 2025Q4: 22,044 shares; 2026Q1: 50,749 shares 50,749 $2.89M 0.02% +28,705 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: 7,670 shares; 2024Q4: 8,799 shares; 2025Q1: 8,030 shares; 2025Q2: 8,946 shares; 2025Q3: 9,400 shares; 2025Q4: 13,193 shares; 2026Q1: 13,688 shares 13,688 $2.89M 0.02% +495 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: 2,858 shares; 2024Q4: 3,076 shares; 2025Q1: 3,225 shares; 2025Q2: 4,559 shares; 2025Q3: 4,739 shares; 2025Q4: 5,402 shares; 2026Q1: 6,100 shares 6,100 $2.89M 0.02% +698 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,971 shares; 2024Q4: 28,920 shares; 2025Q1: 33,286 shares; 2025Q2: 47,017 shares; 2025Q3: 59,974 shares; 2025Q4: 61,088 shares; 2026Q1: 78,494 shares 78,494 $2.88M 0.02% +17,406 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,567 shares; 2024Q4: 1,617 shares; 2025Q1: 1,514 shares; 2025Q2: 1,527 shares; 2025Q3: 1,521 shares; 2025Q4: 1,731 shares; 2026Q1: 1,500 shares 1,500 $2.87M 0.02% -231 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,902 shares; 2024Q4: 8,078 shares; 2025Q1: 23,495 shares; 2025Q2: 26,461 shares; 2025Q3: 30,237 shares; 2025Q4: 33,380 shares; 2026Q1: 35,328 shares 35,328 $2.83M 0.02% +1,948 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,621 shares; 2024Q4: 26,686 shares; 2025Q1: 164,897 shares; 2025Q2: 170,485 shares; 2025Q3: 176,748 shares; 2025Q4: 179,537 shares; 2026Q1: 196,677 shares 196,677 $2.83M 0.02% +17,140 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,768 shares; 2025Q2: 36,110 shares; 2025Q3: 34,470 shares; 2025Q4: 36,471 shares; 2026Q1: 35,574 shares 35,574 $2.81M 0.02% -897 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: 4,948 shares; 2024Q4: 6,316 shares; 2025Q1: 6,475 shares; 2025Q2: 7,740 shares; 2025Q3: 6,110 shares; 2025Q4: 24,592 shares; 2026Q1: 10,529 shares 10,529 $2.81M 0.02% -14,063 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,816 shares; 2026Q1: 110,328 shares 110,328 $2.8M 0.02% -9,488 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: 12,395 shares; 2024Q4: 13,143 shares; 2025Q1: 15,427 shares; 2025Q2: 20,021 shares; 2025Q3: 21,198 shares; 2025Q4: 23,515 shares; 2026Q1: 22,343 shares 22,343 $2.8M 0.02% -1,172 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: 185,683 shares; 2024Q4: 183,965 shares; 2025Q1: 200,041 shares; 2025Q2: 71,608 shares; 2025Q3: 84,529 shares; 2025Q4: 86,401 shares; 2026Q1: 84,970 shares 84,970 $2.8M 0.02% -1,431 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: 13,211 shares; 2024Q4: 32,720 shares; 2025Q1: 27,841 shares; 2025Q2: 32,531 shares; 2025Q3: 34,612 shares; 2025Q4: 34,589 shares; 2026Q1: 34,078 shares 34,078 $2.79M 0.02% -511 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,965 shares; 2025Q2: 34,636 shares; 2025Q3: 34,841 shares; 2025Q4: 31,006 shares; 2026Q1: 32,778 shares 32,778 $2.77M 0.02% +1,772 Timeline ESGV 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: not reported; 2024Q4: not reported; 2025Q1: 4,365 shares; 2025Q2: not reported; 2025Q3: 25,136 shares; 2025Q4: 24,588 shares; 2026Q1: 24,662 shares 24,662 $2.77M 0.02% +74 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,260 shares; 2025Q1: 3,019 shares; 2025Q2: 19,304 shares; 2025Q3: 30,187 shares; 2025Q4: 33,289 shares; 2026Q1: 33,628 shares 33,628 $2.75M 0.02% +339 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: 4,077 shares; 2024Q4: 5,163 shares; 2025Q1: 5,124 shares; 2025Q2: 5,556 shares; 2025Q3: 5,967 shares; 2025Q4: 8,003 shares; 2026Q1: 10,345 shares 10,345 $2.75M 0.02% +2,342 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,840 shares; 2024Q4: 24,817 shares; 2025Q1: 23,450 shares; 2025Q2: 23,307 shares; 2025Q3: 27,515 shares; 2025Q4: 42,716 shares; 2026Q1: 55,656 shares 55,656 $2.73M 0.02% +12,940 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,869 shares; 2024Q4: 59,557 shares; 2025Q1: 60,666 shares; 2025Q2: 77,013 shares; 2025Q3: 75,195 shares; 2025Q4: 81,740 shares; 2026Q1: 79,197 shares 79,197 $2.73M 0.02% -2,543 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: 6,469 shares; 2024Q4: 5,063 shares; 2025Q1: 5,254 shares; 2025Q2: 5,541 shares; 2025Q3: 5,374 shares; 2025Q4: 13,871 shares; 2026Q1: 14,332 shares 14,332 $2.72M 0.02% +461 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL 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: 3,793 shares; 2025Q4: 5,414 shares; 2026Q1: 36,757 shares 36,757 $2.72M 0.02% +31,343 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,055 shares; 2024Q4: 15,714 shares; 2025Q1: 16,393 shares; 2025Q2: 20,099 shares; 2025Q3: 15,863 shares; 2025Q4: 23,836 shares; 2026Q1: 33,212 shares 33,212 $2.71M 0.02% +9,376 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP 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: 20,075 shares; 2025Q3: 28,119 shares; 2025Q4: 40,283 shares; 2026Q1: 52,798 shares 52,798 $2.71M 0.02% +12,515 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,876 shares; 2024Q4: 62,434 shares; 2025Q1: 64,825 shares; 2025Q2: 79,683 shares; 2025Q3: 105,568 shares; 2025Q4: 119,626 shares; 2026Q1: 125,172 shares 125,172 $2.71M 0.02% +5,546 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,019 shares; 2024Q4: 20,418 shares; 2025Q1: not reported; 2025Q2: 40,086 shares; 2025Q3: 45,978 shares; 2025Q4: 54,129 shares; 2026Q1: 63,683 shares 63,683 $2.7M 0.02% +9,554 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,228 shares; 2024Q4: 206,605 shares; 2025Q1: 172,333 shares; 2025Q2: 134,468 shares; 2025Q3: 92,309 shares; 2025Q4: 72,039 shares; 2026Q1: 59,235 shares 59,235 $2.7M 0.02% -12,804 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: 16,615 shares; 2024Q4: 16,403 shares; 2025Q1: 16,938 shares; 2025Q2: 16,896 shares; 2025Q3: 19,812 shares; 2025Q4: 19,711 shares; 2026Q1: 21,080 shares 21,080 $2.7M 0.02% +1,369 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,167 shares; 2024Q4: 1,313 shares; 2025Q1: 1,350 shares; 2025Q2: 1,459 shares; 2025Q3: 1,571 shares; 2025Q4: 2,272 shares; 2026Q1: 2,473 shares 2,473 $2.7M 0.02% +201 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: 15,072 shares; 2024Q4: 15,398 shares; 2025Q1: 17,003 shares; 2025Q2: 18,249 shares; 2025Q3: 19,930 shares; 2025Q4: 24,611 shares; 2026Q1: 27,113 shares 27,113 $2.69M 0.02% +2,502 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,282 shares; 2024Q4: 3,087 shares; 2025Q1: 2,646 shares; 2025Q2: 4,585 shares; 2025Q3: 5,211 shares; 2025Q4: 7,350 shares; 2026Q1: 9,001 shares 9,001 $2.67M 0.01% +1,651 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: 31,024 shares; 2024Q4: 41,070 shares; 2025Q1: 45,398 shares; 2025Q2: 48,259 shares; 2025Q3: 54,175 shares; 2025Q4: 69,191 shares; 2026Q1: 69,295 shares 69,295 $2.66M 0.01% +104 Timeline